andrew.moh
@0xAndrewMoh
prev @kpmg ▸ Educational Writer 🧵 | ▸ Narrative Insights 📚 | ▸ Alpha Detector ✡️ ▸ @Mantle_Official & @SeiNetwork contributor
For those about to join the $THQ Community Sale on Kaito Capital Launchpad: Here are the recent TGEs that have launched their LBs on Kaito: + Large-size: @StoryProtocol and @pudgypenguins + Medium-size: @Humanityprot + Small-size: @MagicNewton, @humafinance, and @defidotapp…
We've been eagerly anticipating $THQ. I'm curious about how THQ can enhance the expansive Agentic DeFi model that @TheoriqAI has developed. And now it's here. tl;dr: Here are the most important use cases of $THQ: + THQ is essential for Agents to operate. A stake-slash…
Reading @the_smart_ape’s JAM breakdown felt like a glimpse five years out. Execution feels cloud-native. Composability means stacking persistent logic, not bridging chains. Where the term “blockchain” fades into the background. Where execution models feel normal to…
Most projects focus on tokenomics. @Polkadot is taking a different path. They’re about to launch JAM, a Web3 supercloud built to handle everything. Everything you need to know about JAM. 🧵🔽
Finally, the day has arrived on @SeiNetwork. Native USDC is now available in your Sei account, opening up vast opportunities to enhance nearly every possibility. fyi: 'Native' means USDC is directly minted on Sei. The current USDC on Sei is bridged from other networks. Here…
Native @USDC and CCTP V2 by @circle are live on @SeiNetwork! The fastest L1 now offers native access to the world's largest regulated stablecoin. USDC Moves Faster on Sei. ($/acc)
We've been eagerly anticipating $THQ. I'm curious about how THQ can enhance the expansive Agentic DeFi model that @TheoriqAI has developed. And now it's here. tl;dr: Here are the most important use cases of $THQ: + THQ is essential for Agents to operate. A stake-slash…
x.com/i/article/1948…
When @SeiNetwork focuses on stablecoins, here's what you should do: + Explore top yield opportunities on Sei through platforms like @YeiFinance, @TakaraLend, and others. + Monitor pre-TGE projects that are enhancing their DeFi metrics through trading, staking, or deposit…
Stablecoins are reaching escape velocity. The total market is projected to 5x by 2030, reaching $1.4T. At that scale, it's clear why Sei is becoming the preferred base layer for stablecoin expansion. Markets Move Faster on Sei. ($/acc)
In the booming landscape of AI models and agents, data is the new gold. @campnetworkxyz and @SaharaLabsAI share a common vision: transforming data into a valuable asset. Your creations shouldn't be free. The Data Services Platform (DSP) offers a space to convert IPs on Camp…
In collaboration with @SaharaLabsAI, Origin & mAItrix now extend into Sahara’s Data Services Platform, turning your TrailHeads derivative IPs into valuable contributions for training decentralized AI. ⛺ 🤝 🔆
I remember the day I first experienced the Perp DEX, @GMX_IO, on Arbitrum. At that time, Perp DEX provided excellent support for deep liquidity pairs like BTC/USD and ETH/USD. Now, take a look on how projects like @vooi_io have transformed the landscape: + $8.61b in cumulative…
DeFi is a big family, and VOOI’s serving alpha for the @GMX_IO community 🫐 Traders who have traded directly on GMX are eligible to claim VOOI Retropoints 🥚 You actively traded on GMX? 🪂 Head over to app.vooi.io/points/retro and check your eligibility.
AMA alert! We are Hosting an AMA with @Liquidity_Land on July 24 to explore the Defx Liquidity Engine. If you have questions about the DLE, yield source, incentives, or risks, join us! 🗓️ Date: July 24 ⏰ Time: 3 PM UTC RSVP: lu.ma/cyejzx0e
Just came to mind: New merch on @Backpack is definitely @SeiNetwork. Sei's current strengths include: + RWAFi: the adoption of USDY by Ondo + Stablecoin push: USDC and @circle + Gaming: boosted by over 8.8m UAW in the last 30 days + Top-notch infrastructure powered by the…
My thoughts: There are a few potential scenarios for the integration between @Backpack and @SeiNetwork: 1. Direct Support of Sei Network on the Backpack Wallet ➜ If this happens, it will be the first time Backpack supports a network other than Solana. Sei could then be…
Everyone talks about yield. Few talk about survivability. My fren @kenodnb’s breakdown reminds us @maplefinance’s Feb 2025 moment - zero liquidations during market stress - wasn’t luck. It was design: strict underwriting, real collateral, and no shortcuts. Now they’re taking…
Maple went from $44M to $3.2B in AUM. That’s 7,208% growth. Not in 10 years, only since early 2024. What’s behind this insane rise of @maplefinance? Wider collateral options, SyrupUSDC, institutional-grade yield, and more. 🧵
I'm not an expert in on-chain investigation, but there's clearly solid trust in $mETH. Examining the asset breakdown of @worldlibertyfi reveals a significant amount of $MNT alongside blue-chip tokens. Interestingly, Mantle ranks third in WLFI's holdings by chain. Some wonder…
Yields so good that even President of the United States bought mETH LST 5 days ago, Trump’s official World Liberty fund: → Swapped 1,378 wrapped ETH for mETH → Deposited 1,378 mETH into @Dolomite_io as collateral → Strongly implied leveraged borrow of 200K USD1 against mETH