Interesting So Base is buying content/creator coins created on the base app

Chainlink ETF looking good here

I think there’s a real chance AI shifts the wealth gap to divide lazy people from high agency people AI democratizes access to doing So i see a world where doers are rewarded, and the “permanent underclass” is filled with those who resisted evolution

Aave and Morpho continue in their fight for market dominance on Base. Same-transaction supply flows directly between the two protocols picked up in July, reaching nearly $35m in reallocated supply. Although the same-transaction supply shifts are small relative to the total supply of the protocols, it is a potentially useful indicator of who's strategy is working at attracting capital. For example, in Q1 this year Morpho managed to attract over $28.5m directly away from Aave, while Aave only attracted $3.5m from Morpho. In Q2 the flows reversed with Aave edging Morpho out attracting $27.9m from its competitors supply, compared to Morpho's $25.3.

.@blockworksres is making the 0xResearch newsletter better than ever before. @Kunallegendd and I covered ETF flows, treasury firms testing mNAV limits, and @heavendex's $27M raise Plus recommended reading from @payy_link and @angstromxyz

One of the more important metrics is where the top creators are deploying tokens. Yesterday was the first day since early July that the top 100 Pumpfun deployers launched more tokens on Pumpfun rather than LaunchLab products, such as Bonkfun.

Pendle is cooking, Boros is cool

Napkin math on the potential impact @boros_fi could have on the revenues of @pendle_fi based on a reasonable market size Pendle could capture. The data points towards a potential revenue increase of 37% annually which is significant. The 15% SAM assumption comes from the average of the DEX/CEX spot and DEX/CEX perp volume ratios. The 10% SOM assumption comes from looking at the market share Pendle has managed to capture for yield tokens. Around 8% of USDS and 12% of SyrupUSDC sits on Pendle. 30% of USDe also sits on Pendle but given the insane amount of looping happening around USDe, felt that skewed the data to the upside. Let me know if I missed out on anything @PendleIntern and congrats @tn_pendle and team on the launch of Boros.

Actively managed liquidity via Prop AMMs executes more than $7b of spot volume per week, around 30% of total volume on Solana There's been a consistent trend higher over the last 10 months, with over 5 prop AMMs now running