Founder @chainedge_io Alpha: @thedailyedge_ Writing @ onchainwizard.substack.com TG: t.me/chainedgealpha
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$CASHCAT +34.4% │ [AI]
Price: $0.1281 7d: -16.8% ATH dist: -44.0%
OI 24h: +46.8% Funding: 0.2630%
Liquidations: $147K (short-dominated)
→ new longs chasing — momentum intact ✅
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$BOME +64.9% │ [MEME]
Price: $0.001239 7d: +65.9% ATH dist: -95.4%
OI 24h: +158.7% Funding: 0.2630%
Liquidations: $3.2M (short-dominated)
→ new longs chasing — momentum intact ✅
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$牛来 +70.8% │ [AI]
Price: $0.0624 7d: +0.0% ATH dist: -12.7%
OI 24h: +107.3% Funding: 0.2630%
Liquidations: $207K (short-dominated)
→ new longs chasing — momentum intact ✅
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AI usage currently
@claudeai : New Fable 5 - Shit and Expensive
@ChatGPTapp: 5.6 Sol - Exponentially smarter and cheaper (As you can see it with the usage) - Also they've been refilling like junkies at a rave
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The chart tells the story too.
End of June, basically quiet.
Then around July 8, activity starts ripping.
Transactions jump into the millions.
DEX volume pushes into the hundreds of millions.
Active addresses hold at levels most chains would kill for.
This is not just a one day screenshot.
This looks like the beginning of behavior formation.
5/n
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be Robinhood
launch chain
CT yawns
3.55M tx in 24h
$438M DEX volume
323K active wallets
1.79M wallets lifetime
Most chains build infrastructure, then beg for distribution.
Robinhood already owns distribution.
Now the rails are appearing underneath it.
Few.
1/n
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- you wake up
- it was all a dream
- LUNA is still at $80
- SBF and FTX are alive and well
- the Arbitrum airdrop is about to launch
- life is calm
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And now, you get the obvious composable kicker of Core USDC being on @pendle_fi, which offers 20x Upshift points, real liquidity and currently a fixed 12% yield on its PT pool.
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(3) Low Returns
The Core USDC vault targets 10% APY, which outperforms most other farms that struggle to keep pace with inflation (while overall diversifying risk).
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(2) Counterparty Risk
Upshift is built on top of institutional prime brokerage August, and already has $535mm of overall TVL
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Core USDC is a "vault of vaults" which means depositors get diversified exposure to the top performing DeFi strategies. Imagine making one deposit and it partially allocates to an Aave looping farm, hot Pendle PTs, basis trades on Binance/HL, etc. That's what Core USDC does
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@upshift_fi's Core USDC is now on @pendle_fi Here's why this is my favorite stablecoin farm today.
TLDR: it's a one-time deposit into the best performing DeFi yield strategies in the market, with strong returns, diversification and up to 20x Upshift points on YT/LP:
Today, coreUSDC has been listed on @pendle_fi.
Core USDC is a tokenized Earn vault diversifying across the best-performing USDC vaults in DeFi and CeFi.
20x Upshift points on YT/LP (max multiplier) + ~15% APY on PT
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What I'm watching: are they publishing real latency numbers that don't look cherry-picked? Are companies actually renewing contracts, or is everyone still in pilot purgatory? Do any third-party audits show up? That's the difference between real and vaporware.
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His bold claim: a crypto AI asset could outgrow Bitcoin because it powers actual use vs just being a store of value. Maybe. But only if renewals beat speculation.
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Where DEAI probably fits first: batch inference, synthetic data, model distillation, burst training. Anything price-sensitive that can tolerate some variance. Real-time inference is way down the road.
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For enterprises to actually use this: you need real p95 latency numbers, verifiable execution (TEEs or zk-proofs), clean data governance, and third-party benchmarks. If tail latency kills you, the savings are meaningless.
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Cost claims are all over the map - anywhere from 10-30% of centralized pricing. But that's before overhead, retries, and whether your job even finishes.
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The pitch is simple: pool idle GPUs globally, standardize the workloads, match them in an open marketplace. Lower costs, better utilization, no vendor lock-in. Sounds great. But the entire model lives or dies on whether SLAs actually work.
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I’ve been reading @MTorygreen's thinking on decentralized AI from @ionet. His core reframing clicked for me: the GPU shortage isn't really a supply problem - it's a matching problem. We have fragmented supply, spiky demand, and no good way to clear the market
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Overall its a very cool product for tactical or longer term leverage trading.
Try it out today at
fx.aladdin.club/v2/trade/
BTW I am an ambassador for @protocol_fx
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The UI is incredibly easy to manage and its a fun tool to trade liquidation wick sell offs like we saw a few weeks ago. FX also just launched its $BTC market (for those of us who don't want to touch ETH kek).
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While any funding cost with @protocol_fx is just a function of keeping fxUSD pegged vs. the typical long/short demand driven funding costs.
FX's stability pool helps with fxusd stability, while offering yield seekers an average of ~19% APYs (which is delta neutral)
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Liquidations are avoided by auto-rebalancing a trader's leverage level once a position reaches its normal liquidation point -> which gives users as much exposure as possible with a chance to recover vs. typical straight liquidations.
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If you aren't familiar, @protocol_fx solves 2 pain points for leverage traders: funding costs and liquidations.
It solves these pain points through its unique leverage rebalancing and fxUSD design
And it's obviously achieving product market fit with TVL nearly 10x YTD
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.
TDE featuring:
Majors holding up well, potential bottom signals for alts and the HL short whale made $9.5m.
SOL trenches cooked but still pockets of coins working incl bsc SZN, $KTA and high mindshare SOL runners like $PVS
$IO hits #2 by ARR according to @DepinNinja
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Seems bullish $IO. GPU availability tightening up significantly YTD. Can see it in daily earnings trends despite the slowdown in crypto AI agent szn.
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1) What
The Daily Edge featuring:
Better luck next cycle - The SOL trenches have reverted to summer '24 activity levels. Pump launching its own AMM.
Only ~10 coins actually going up + a few more if you include ponzi yields.
Decentralized compute demand still up only for $IO
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We need a new meta... Maybe hamster racing again?
The Daily Edge featuring:
The trenches & $SOL are cooked following the $LIBRA + other "max extraction" fallout. .
Few spots of strength onchain incl $broccoli, $FIST, $DUO and $SHADOW
A potential trade idea for you
$IO cooking with IO intelligence launch
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Fart early, fart often, fart only
The Daily Edge featuring:
Fartcoin hits $1bn, $1.5trn wiped from US stocks, $700mm of crypto liquidations and largest VIX spike since 2018 thanks to JPow.
$UFD hits $150mm, trenches are still alive + DEX trading volumes holding up well
Chart of the day w/ @vertex_protocol
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Your memes: not funny, have only been around a day, a month or a year
Fartcoin: funny since 1900 BC
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.
The Daily Edge featuring:
🥂$100k BTC + btc.d back on the rise
Strength in #degenai, #GRIFFAIN and $SKI
Trench volumes down 70%+ from the peak
$IO is powering the AI agent wave w/ its recent @CreatorBid partnership
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With privacy top of mind after @TornadoCash sanctions on smart contracts being ruled unlawful, it's worth re-highlighting what the @silentdao_ chads are building.
Silent's novel EZEE solution (the coolest thing I've seen in privacy) provides users with anonymity and time-gapped confidentiality, which enables composable privacy.
The EZEE framework powers 0dApps, which enables users to interact with already existing smart contracts in a privacy preserving manner.
Silent has already implemented 0dApps for key applications like @aave and
@CoWSwap with another 20 unannounced implemented 0dApps as well.
I've also heard from the team that we will be having some big announcements soon 👀
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Idk man I’m really nervous ab the market topping. Taking some risk off here and buying Fartcoin
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The Daily Edge featuring:
$97k $BTC, @phantom #5 in app store
Tik Tok, Live Stream PnDs
#CHILLGUY leads attention, though AI coins make up the remainder
$IO partners with @zero1_labs
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