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According to @nansen_ai, smart money sees this $POD dip as a huge opportunity, as they've been accumulating at an alarming rate ($400K in the last 30 days).
@dphnAI is building a decentralized AI infrastructure on Base.
In very simple terms, it takes idle GPUs, and connects them into a distributed network that can process AI workloads and inference requests. Node operators contribute their computing power, and the network sends jobs to whichever machines are available. The result is a flexible, easy-to-scale system that participants can earn from.
So far, their progress has been impressive:
VVV5.75%
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Calling your attention to $SERV again at these prices because I genuinely can't believe it got this cheap.
A quick look at what the team has shipped over the past month and you'd understand where this is headed.
In just the last few weeks:
➜ SERV Reasoning helped Neol improve agent reliability from around 50% to 100%, and it's now being used in production with the UAE government.
➜ Their private beta processed over 100,000 requests in a month with zero failed calls.
➜ An independent benchmark from ThoughtProof showed smaller open models using @openservai outperforming frontier models on certai
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$BLOOM broke a new ATH last night, as it seems more people are starting to understand what they're building.
The Bloom City concept is pretty interesting.
Having agents that can manage capital for you, run businesses, or work with other agents.
With the new integration of Aave and Morpho, it can lend, borrow, loop positions, rebalance, and hunt for yield across some of the biggest protocols on Base.
All non-custodial.
Congrats to all holders. We are up 4x and counting.
@usebloom_base
AAVE8.19%
MORPHO3.21%
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Base's Beryl upgrade goes live tomorrow, June 25 and this is what it means for us @base chads:
• Introducing B20, a native token standard built directly into Base nodes (instead of a smart contract)
• Gives developers ERC-20 compatibility and built-in tools for minting, burning, permissions, transfer controls, compliance requirements, freezing, and more
• Huge for stablecoins and RWAs that usually need a ton of custom contract logic to meet regulatory or operational requirements
• Token creation becomes cheaper and transfers are expected to be roughly 50% cheaper too
• Single-proof withdrawals
ETH-3.05%
NODE-1.35%
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Interesting project updates to keep an eye on (Solana version).
1/ $AVICI ($12.5M–$15M)
Recently shipped:
• Custom card spending limits
• Website refresh with improved UX
• Currency switching across the platform
• Expanded fintech and payment features tied to the ecosystem
We caught this one very early and glad to see that team is still delivering with reported card activity crossing $20M+ in volume.
2/ $ORE ($30M–$35M)
Recently shipped:
• Quantum-safe wallet using post-quantum signatures (Falcon-512)
• Security-focused upgrade for wallet infrastructure
This team is clearly focused on building
GOOGL-0.84%
TSLA-0.51%
MU14.41%
ZEREBRO-6.81%
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Ethereum Ecosystem Update 👇
Ethereum remains the largest DeFi chain by a wide margin, but it’s still in recovery mode.
🔸 TVL & Activity
➜ Current TVL: $38.8B (+4% over 7 days)
➜ Still ~45% below the November 2025 peak of ~$70B
➜ Daily fees around $157M show the network continues to see strong usage
Major protocols are seeing renewed activity:
➜ Uniswap: +13.6%
➜ Superstate: +6.7%
➜ Aave: +5.0%
🔸 Upcoming Upgrade
Ethereum’s next major upgrade, Glamsterdam (expected late August 2026), focuses on execution efficiency, validator UX, and long-term state management rather than further blob scalin
ETH-3.05%
UNI1.52%
AAVE8.19%
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How Are the Top Four L1s Performing?
1/ @Solana - 18M Active Addresses
$SOL remains the most active L1 by a wide margin.
Active addresses are up 4.2%, pointing to steady growth, mainly driven by memecoin trading, Jupiter routing, and gaming activity.
Transactions also rose to 586.9M (+2.4%), which suggests usage is going beyond just more wallets and into higher activity per user.
With $37.6B in DEX volume, this is still one of the strongest signals of real on-chain demand.
2/ @trondao - 9.5M Active Addresses
$TRX saw a small dip in users this week.
Activity is still mostly centered aroun
SOL-1.65%
L16.79%
MEME-5.42%
JUP4.29%
TRX-1.22%
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You might want to keep an eye on @Solana right now.
TVL rose 3.66% in the last 24 hours to $4.95B, suggesting fresh capital is flowing into the ecosystem rather than just riding token price moves.
Trading activity also remains strong.
@Solana recorded $1.3B in DEX volume over the past day and $37.6B over the last week, keeping it comfortably ahead of other chains.
A large portion of that volume continues to come from memecoin trading, active DeFi users, and arbitrage.
Stablecoin flows are also worth watching.
Solana’s stablecoin supply now sits at $15.21B, with roughly $141M in USDC and USD
SOL-1.65%
MEME-5.42%
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DragonFlyOfficial:
Diamond Hands 💎
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Bitcoin dominance has been grinding higher while most alts stay under pressure.
It’s usually what you see when liquidity tightens and people just stick to $BTC instead of reaching down the risk curve.
We’ve seen this kind of phase before where everything narrows up first before rotation eventually kicks in.
Only real difference this cycle is ETFs. That steady institutional flow into BTC can keep dominance elevated longer than what we’re used to in past cycles.
Right now it just feels like concentration, not a broad market.
Main things I’m watching are dominance levels, ETF inflows, and fundin
BTC-1.26%
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A few L1s are standing out as the market moves beyond pure speculation and toward chains focused on usability and developer experience.
While attention has been scattered, these ecosystems have continued improving user flows, reducing friction, and expanding the tooling that makes on-chain activity more accessible.
Here are 3 L1s currently on my watchlist:
1/ @SuiNetwork - $SUI
Sui has built strong user adoption through its object-centric model and focus on user-friendly wallets and account abstraction. These features are helping lower the barrier for new users interacting with DeFi and other
SUI0.26%
SEI9.60%
APT-4.67%
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I think people need to appreciate the quiet times more.
Because it's in times like these that you notice the important things, which aren't affected by whether BTC is having an exciting week or not.
For instance, stablecoin supply is still growing. More payment integrations keep popping up. Tokenization keeps expanding. Infrastructure teams are still shipping.
If you only looked at price action, you'd think nothing was happening.
The reality is that a lot of the groundwork gets laid during periods exactly like this.
Also, we get dips of solid plays to bid with size.
Zoom out, guys. We're far f
BTC-1.26%
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Gm gm lads.
It's the weekend.
Take a break and go outside.
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crypto is the only industry where you can make generational wealth overnight.
only takes one token. lock in.
TOKEN-1.41%
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So many solid discounted plays rn, man:
🔸 ABOVE 10M MCAP
$REI
$CARDS
$NOCK
$BNKR
$TIBBIR
$SERV
🔸 ABOVE 1M CAP
$QST
$ZINC
base:0xde61878b0b21ce395266c44d4d548d1c72a3eb07
🔸 UNDER 1M MCAP
$FREECODE
$RATSPEAK
$ROBA
$ROBOTMONEY
🔸 UNDER 500K MCAP
$DARKSOL
$LITCOIN
$BLOOM
$HIVE
$ECHO
$SHUSH
$HALO
$OFFCHAIN
You should be accumulating.
BNKR-4.34%
ECHO-3.57%
HIVE1.99%
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GM GM lads.
Woke up to a new ATH on $SHUSH.
We have now printed 2x from the initial call at 300K and 2.5x from the dip call at 250K.
- Live on Solana, Base and Ethereum.
- 194,000+ evaluations proven on Solana.
- Servers side wallets: powered by @privy_io
- Zama FHE: computation encrypted, not just the output
- x402 micropayments: agents pay per call, autonomously
- ERC-8004: on chain identity for every agent
- MCP: universal connectivity across any protocol
The first multi chain privacy infrastructure for autonomous agents.
Believe it or not, this is going to $1M and beyond. Until then
SOL-1.65%
ETH-3.05%
ZAMA-4.12%
MULTI-3.74%
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You must’ve noticed by now that many AI agent plays are not doing as well as we expected.
Pretty obvious why when you realize the agents keep “performing” but their activity doesn’t actually benefit holders in any real way.
@project_miko saw the same problem and are actually trying to solve it.
MIKO is an autonomous AI system that constantly scans Solana narratives, on-chain data, and social signals, then once a week it selects a token it sees as the strongest opportunity.
But it doesn’t stop at analysis.
It goes further by using protocol revenue to buy that selected token on-chain, and then d
SOL-1.65%
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Once upon a time, we had:
DePIN
GameFi
SocialFi
Move-to-Earn
Play-to-Earn
Restaking
Modular Blockchain
Account Abstraction
Decentralized Compute
Metaverse
CeDeFi
Decentralized Storage
Liquidity Mining
Memecoins
Which of these made you the most money?
GAFI-1.56%
MOVE3.66%
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Two of our microcap plays are starting to move as the market starts to realize the value these projects are offering.
$BLOOM team continues to ship relentlessly, with the launch of Bloom City Beta 1 expected this week, which is essentially a living digital economy where AI agents autonomously work, trade, manage capital, and make economic decisions in real time.
Seems some smart folks are tryna frontrun the launch which explains the pump on the chart, or people are finally starting to realize that the tech is goated.
Either way, we're up 2x on this with more to come.
Similarly, $HIVE dev has b
HIVE1.99%
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Can't really point out the reason for the $QST pump but it was to be expected at soe point anyway.
Now up 2x from our entry. Still a long-term play for me so I'm not taking any profits rn.
@qu_stream is building the world’s first scalable quantum-safe encryption platform using Information-Theoretic Security (ITS) for perfect secrecy.
Clients pay for encryption → substantial revenue share buys $QST + distributes to stakers.
Nodes create a flywheel: operators run infrastructure (locking supply), clients drive usage and revenue, which flows back to participants while enabling quantum-secure serv
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GM GM.
I hope you bought some dips over the weekend.
It's gonna be a great week 🤝
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