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The most composable asset this cycle isn’t $ETH or stables.
It is $LBTC.
Because $BTC with velocity is scarcer than $BTC itself.
Here's my thesis: 🧵
•••
-- 📌 The Liquidity Layer You Overlooked
"Onchain $BTC" is not the full picture.
The real question is what that $BTC does once it’s onchain.
The answer:
+ It moves.
+ It compounds.
+ It becomes productive.
Most wrapped $BTC sits idle.
@Lombard_Finance changes that.
$LBTC turns $BTC into meta-collateral.
It earns yield.
It powers leverage.
It flows.
-- 📌 Why $LBTC is Built for Now
$BTC is the most pristine asset in crypto.
But historically, i
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Today’s default AI have bigger foundation models, but they’re slow, costly, and hard to specialize.
And looking at it, you don’t scale intelligence with a $10M monolith.
You scale it with modularity.
Ethereum didn’t go faster. It went modular by Splitting State into:
- Rollups
- Shards
- DA layers
@Mira_Network applies the same principle to AI through LoRA
LoRA = Intelligence Shards
Each LoRA is a small, specialized module; a fragment of expertise.
- One LoRA for DeFi whitepapers
- One for DAO proposals
- One for multilingual summarization
You don’t need generalists.
You compose specialists.
H
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DEFI17.79%
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Today’s default AI have bigger foundation models, but they’re slow, costly, and hard to specialize.
And looking at it, you don’t scale intelligence with a $10M monolith.
You scale it with modularity.
Ethereum didn’t go faster. It went modular by Splitting State into:
- Rollups
- Shards
- DA layers
@Mira_Network applies the same principle to AI through LoRA
LoRA = Intelligence Shards
Each LoRA is a small, specialized module; a fragment of expertise.
- One LoRA for DeFi whitepapers
- One for DAO proposals
- One for multilingual summarization
You don’t need generalists.
You compose specialists.
H
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ETH2.42%
DEFI17.79%
BZZ-0.13%
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We all focus on the intent architecture of anoma. The seamless ability to swap between chains and more. But no one talks about 𝘗𝘳𝘪𝘷𝘢𝘤𝘺 which is one of the core principles of anoma.
@anoma is building a privacy first intent matching system. Cross-chain transactions across chains like Ethereum, Cosmos, and Bitcoin can expose sensitive user data across multiple networks.
Anoma solves this by embedding privacy directly into the matching layer. That means value can flow securely between chains without exposing who you are, what you hold, or what you’re doing.
They uses both cryptographic an
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We’ve talked about Bitcoin as pristine collateral.
But what happens when that collateral gains velocity?
We get $LBTC; which isn’t just a static store of value.
It can move. Compound. Multiply.
Here’s the loop:
1. $LBTC is used as collateral: unlocking leverage without leaving Bitcoin.
2. That $LBTC enters yield vaults: earning passive return, even as it backs positions.
3. It’s rehypothecated: the same $BTC gets reused in new lending or liquidity loops.
4. New $BTC inflows recollateralize the system, therefor tightening the trustless spiral.
Each spin deepens liquidity, increases fee flows, a
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Most chains broadcast.
Anoma intents.
Most blockchains today run on the “spray and pray” model:
• You broadcast a transaction.
• The network waits to see who bites.
This model is simple, but blunt.
It leaks information, misprices opportunity, and breaks in complex coordination settings.
Now flip the flow:
@anoma switches broadcast into coordination.
1. You declare your intent (what outcome you want, not how).
2. The system finds the best match across all counterparty intents.
3. Execution happens privately, optimally, atomically.
It’s not just a new tx format.
It’s a new market structure primi
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AI doesn’t fail because it’s wrong. It fails because we can’t prove it’s right.
Mira solves this not with more models, but with a verification layer that’s open, auditable, and built onchain.
@Mira_Network introduces a new trust primitive to the AI stack, turning opaque outputs into consensus-verified data streams.
Here’s how Mira unlocks trust at scale across three composable pillars:
• Open Collaboration
• Open Data Verification
• Open Source Architecture.
1. Open Collaboration
Mira has already partnered with players across law, gaming, finance, and education, sectors where trust in AI outpu
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The Genesis Act was signed last week officially recognizing stablecoins, and the Stablecoin market has been heating up ever since.
@SeiNetwork was prepared for this moment. Native USDC + CCTP V2 is now live on Sei.
This isn’t just good timing, it’s a signal. Sei is positioning itself as the home for institutions and stablecoin liquidity.
@circle, the issuers of USDC are seriously invested in Sei. In fact, $SEI is one of their very few tokens mentioned in their IPO filings.
A stable coin narrative is rising in the United States, and this move sets Sei up as the chain of choice for serious p
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Open collaboration
Open Data verification
Open source architecture
Let’s explore Mira’s unique systems.
@Mira_Network architecture is built different and tese unique qualities Position Mira as the “trust layer” for AI.
➤ Open collaboration - Mira has so far collaborated with several industry partners across various sectors, including law, gaming, finance and education. These sectors leverage on Mira’s trustless network to deliver reliable outputs and to operate independently without the need for human oversight.
➤ Open data verification - Mira makes it possible for anyone to independent
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The Most Obvious Mispricing in Crypto Right Now? $BTC Vaults.
$ETH restaking has $19.7B TVL.
$BTC in DeFi? Just $6.92B.
Let that sink in.
The most valuable asset in crypto ($2.3T in market cap) is still largely idle.
No staking.
No rehypothecation.
No vault-layer modularity.
But that’s changing fast.
-- 📌 $BTC Vaults Are the Unlock
Protocols like @Lombard_Finance are building Bitcoin-native vault layer
Not wrapped.
Not bridged.
But native, modular, and programmable.
Think:
▸ Lido, but for $BTC
▸ EigenLayer, but with vaults
▸ MakerDAO, but with native Bitcoin collateral
This isn’t theory. It i
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Onchain money has always had one problem: the backend wasn’t built for it.
Until Sei shipped all four core pieces in a single week.
Bridges were clunky. Wrapped assets felt risky.
Institutions didn’t trust it. Retail didn’t understand it.
Onchain money needed:
-> Native issuance
-> Composability
-> Real-world backing
-> Enterprise grade interoperability
Then last week, Sei delivered all four.
-- 📌 Native $USDC: The Bedrock for Onchain Dollars
Via Noble, Sei now supports native $USDC issuance.
• Not wrapped.
• Not bridged.
• Fully redeemable, mint/burn capable $USDC directly on Sei.
This is wh
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Memecoin market just added $28.62B in 3 weeks.
-> Now sitting at a $85.58B cap. Up +61% in July
-> Daily volumes peaked at $18B
-> $BONK led with a +139% rally, powered by the LetsBonk launchpad
But this isn’t just trader mania.
LetBonk just flipped Pumpfun in 7d revenue:
• $9.98M vs $6.29M
• 47% DEX market share
• $445M in 24h volume
Solana memecoins are no longer a side quest. They’re building primitives with real cashflow.
While Pumpfun still leads in monthly revenue + traders, the memecoin launch meta is maturing:
• Monetized traffic
• Onchain stickiness
• Increasing L2 spillover from $ETH
MEME1.88%
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"Institutions just selected Sei’s infra to run real-world yield rails."
And that should make everyone put it on their watchlist.
•••
They bring real-world cash flows into crypto. And the total addressable market is massive.
+ U.S. Treasuries outstanding: ~$28T
$USDY is the dominant player in this early market. It’s backed 1:1 by short-term U.S. Treasury bills and distributed in two formats:
+ $USDY: Accrues yield internally
+ rUSDY: Rebases to reflect earned yield
-- 📌 Why Institutions Chose Sei
Three reasons:
1. Execution Speed:
Sei’s parallelized architecture enables fast, high-throughput p
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Anoma has already raised $60.25M, and they’re not building a product, they’re building a Web3 operating system for intent centric applications.
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