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Neo Nguyen
INFINIT has just announced the launch of its native token, $IN, marking a major step in its mission to simplify DeFi through AI-driven agents.
With real user growth, onchain activity, and a fee-sharing model built into the token design, the big question now:
Is $IN overvalued, fairly priced, or still massively undervalued?
So let's break down @Infinit_Labs's core metrics, revenue projections, and token utility to assess $IN's fair valuation based on fundamentals - not hype. 👇

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2 weeks since the DAT announcement:
🔹over 50% surge in TVL, putting the TVL at ~$9.3B. It's just a matter of time to cross $10B
🔹APY for sUSDe remains stable at 10%
🔹Buy back is still underway in the next 4 weeks
And you say you're not bullish on $ENA yet, anon?



Ethena Labs21.7.2025
StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation
Equity markets will now have direct access and exposure to the most important emerging trend in all of finance:
The growth of digital dollars and stablecoins.
To bootstrap its acquisition strategy, StablecoinX Inc. will use all of the $260 million cash proceeds from the raise (less amounts for certain expenses) to buy locked ENA from a subsidiary of the Ethena Foundation.
Starting today, the Ethena Foundation subsidiary (via third-party market makers) will use 100% of the $260 million cash proceeds from the token sale to strategically purchase $ENA across publicly traded venues over the coming weeks, further aligning the Foundation’s incentives with those of StableCoinX shareholders.
The planned deployment schedule is approximately $5m daily from today over the course of the next 6 weeks. At current prices $260m represents roughly 8% of circulating supply.
Importantly, the Ethena Foundation has the right to veto any sales of $ENA by StableCoinX at its sole discretion. Ideally, tokens will never be sold with a sole focus on accumulation.
To the extent StableCoinX subsequently raises capital with the intent of purchasing additional locked ENA from the Ethena Foundation or its affiliates, cash proceeds from those token sales are planned to be used to purchase spot $ENA.
StableCoinX's treasury strategy is a deliberate, multi‑year capital allocation strategy that will enables StableCoinX to capture the enormous value of the secular surge in demand for digital dollars while compounding ENA per share to the benefit of shareholders.
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Exciting news for all hwHLP enthusiasts!
Dive into the world of @Hyperwavefi hwHLP (25 Sep 2025), now live on @pendle_fi.
Unlock new opportunities to trade, hedge, or speculate on HLP's yield and overall performance - mirroring the explosive growth potential of the Hyperliquid exchange itself.
Here's what makes it unbeatable:
🔹 Exclusive 4x Wave Points multiplier, available only through Pendle
🔹 Zero fees for a limited time, courtesy of Hyperwave on hwHLP
This groundbreaking release marks Pendle's pioneering move to integrate fixed yield solutions into HyperEVM, paving the way for seamless, built-in fixed yields across the entire ecosystem in the days ahead.

Hyperwave23.7.2025
Get more from your $hwHLP on @Pendle_fi!
Zap any asset into the new hwHLP pool on Ethereum mainnet to earn HLP yield and the highest possible rate of Wave Points (4x).
Early deposits are capped at $10M 🧢
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From theory to practice with @Infinit_Labs
In my previous posts, I highlighted how people use Infinit as a tool to simplify complex DeFi calculations and save time researching farming strategies and yield sources, instead of searching across various protocols.
Today, I’ll continue exploring Infinit to streamline the process of interacting with DeFi protocols.
My goals for testing Infinit include:
🔹Prioritizing the simplest DeFi operations to evaluate speed and processing logic
🔹Combining information sourcing with transaction execution based on that data
Since this is a test, I’ll use approximately $10.
➡️Flow: Swap ETH to a stablecoin, find a list of PTs on Pendle, and swap to them, all performed 100% on Infinit
Now I already have ETH and want to hold PT stablecoin on @pendle_fi. I’ll test swapping ETH to USDT on @base with a price impact of ~0% (I’ll gradually increase the volume later).
And guess what? The entire transaction took less than 10 seconds!
Imagine spending a few minutes opening a DEX website and approving transactions. Infinit completes the swap in under 10 seconds with comparable efficiency.
Next, I’m too lazy to open Pendle and check manually. So, I asked Infinit to list the stablecoins currently available on Base, and as you can see, the results are quite convenient.
Instead of spending over 2 minutes opening Pendle, selecting the chain, searching for stablecoin pools, and comparing them, Infinit simplifies it all.
I was genuinely surprised by the experience of swapping to PT on Infinit. It took less than 20 seconds!
After testing Infinit with this basic flow, it’s clear that the documentation and posts about Infinit on X are entirely trustworthy.
Without Infinit, completing this flow manually took me over 3 minutes, whereas Infinit streamlined it to just about 1 minute - 3 times more efficient than manual operations.




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