Kairos Research
@Kairos_Res
Crypto Research Firm | Staking with @Firstset_
Fogo delivers: -40ms blocks - Firedancer's full potential - The fastest SVM experience possible This creates world-class trading infrastructure We're excited to be partnering with @firstset_ as a validator on @FogoChain 🔥
From today, you can get hands-on with the greatest onchain trading experience. From today, the hoodies and sneakers will have the edge. From today, Fogo Testnet is open to the public. (that’s you btw) 🧵
100% of Jito Protocol Revenue Will Go To the DAO Jito just unveiled their most important product to date, and while there is lots to unpack from the product standpoint - an important market catalyst was revealed: "Jito Foundation and Jito Labs are collaborating on a JIP to…
Introducing BAM: The Block Assembly Marketplace that revolutionizes how Solana processes transactions. Private. Transparent. Verifiable. This is how Solana wins ⬇️
ETH ETF flows have gone parabolic Over the last two days Blackrock alone has seen over $1bn of in-flows for ETHA, and now holds roughly 25 bips of the entire ETH supply on behalf of their clients. The only two larger entities by ETH holdings are Binance and Coinbase.
Since spot crypto ETFs launched, Bitcoin ETFs have absorbed roughly $48.6bn while Ether ETFs sit near $4.3bn However, the question lingers: how much of that is simply basis traders buying the ETF and shorting CME futures? We paired daily Farside flow data with the hedge-fund…
Great piece from @asxn_r on @ethena_labs sUSDE has quickly become a pivotal piece of the DeFi ecosystem, with $2.05bn (65% of toal sUSDE) currently in Pendle via the sUSDE-31JUL2025 market The PT for this market is also being productively utilized via Aave, and is currently…
USDe, Converge and The New Frontier: A @ethena_labs and @convergeonchain report Where we look at: - USDe, USDtb and iUSDe mechanics, growth, risk profiles and yield - Ethena's complementary product suite - Converge's architecture and initial ecosystem newsletter.asxn.xyz/p/ethena-usde-…
Even on a short notice, more than twice as many wallets participated vs the first round $500m deposited in just 151 blocks, and distribution continued to improve - which you love to see Trillions
Today we raised the deposit cap to $1 billion, which filled within ~30 minutes. One of our main goals for the XPL sale is broad participation. After the initial deposit period, we heard from community members who had trouble joining and felt that snipers and bots had too much…
JUST IN: Bitcoin Ecosystem 🟠 | OurNetwork #343 🏦 @Lombard_Finance | @Ian_Unsworth 🔵 $cbBTC @coinbase | @seouldatalabs ₿ @build_on_bob | @daedalus_angels 🌐 BTCfi on @Aptos | @llcool_hay Link to read 🔽 ournetwork.xyz/p/on-343-bitco…
Yesterday marked the largest single day inflow of USDC to Hyperliquid, with $241m. This pushed the total USDC supply on Hyperliquid to $2.9bn, which means Hyperliquid now accounts for 73% of the total USDC supply on Arbitrum.
Our Solana validator with @Kairos_Res is now running on Firedancer 🔥💃 validators.app/validators/BCS…
Don't miss our discussion with @Kairos_Res on how you can earn sustainable yields on your restaked Bitcoin. 👇
Join us tomorrow alongside @Lukex from @satlayer to discuss our most recent research report on Bitcoin Restaking, and hear about everything they’re building on @babylonlabs_io !
Join us tomorrow alongside @Lukex from @satlayer to discuss our most recent research report on Bitcoin Restaking, and hear about everything they’re building on @babylonlabs_io !
Don't miss our latest Round Table with @Ian_Unsworth and @TedDeFi from @Kairos_Res 📺 We discussed: - ETF flows - Will there be another DeFi season? - @HyperliquidX & L1 valuations - And more! Timestamps: (0:00) Introduction (3:36) Market Outlook (10:11) Overview of Kairos…