Minh Khôi Crypto
Hold 50% BTC from 2021
All in $hype $sol $aster this season
Altseason never come, but i will never lose
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Morpho DAO Treasury Milestone: 100M Revenue Cumulative, Buyback Program Accelerate
Morpho DAO vừa cross 100 triệu USD cumulative revenue từ fees, trigger aggressive buyback và burn cho $MORPHO. DefiLlama cho thấy TVL tăng 20% tháng 10 lên 6.5 tỷ USD, daily revenue 1.8 triệu USD từ high utilization – volume tổng 3 tỷ USD weekly, dẫn đầu stablecoin lending với borrow demand từ arbitrage.
Economic model $MORPHO upgrade với 60% profits vào buyback khi treasury >50M, burn rate dự kiến 10M tokens/month. Emissions capped tại 12% yearly, governance mở rộng cho vault proposals. Cumulative raise 115 triệu USD, partnership mới với Ondo Finance cho USDY vaults, tweet @morpholabs 7/11: "Ondo USDY on Morpho! Institutional yields secured. $100M revenue burn starts now." Điều này đẩy supplied yield-bearing stables lên 2.2 tỷ USD, APY lender 9-13%.
Phân tích: Growth từ pro curator ecosystem – 100 vaults compete, average return 15% annualized. Decentralized allocator phase 2 với ZK provers beta, giảm risk từ 40% xuống 15%, nhưng transition downtime <1 giờ. Economic risk over-buyback nếu revenue dip – hiện sustainable nhờ 88% utilization. So với Radiant, Morpho scale tốt hơn với Ethereum security.
Thị trường $MO$MORPHO akout trên 1.4 USD, support mới 1.25. Accumulate below support pre-burn, nhưng risk treasury governance disputes cause volatility – theo dõi closely. Morpho mature vào sustainable DeFi bluechip.
#Morpho @Morpho Labs 🦋 $MORPHO
Economic model $MORPHO upgrade với 60% profits vào buyback khi treasury >50M, burn rate dự kiến 10M tokens/month. Emissions capped tại 12% yearly, governance mở rộng cho vault proposals. Cumulative raise 115 triệu USD, partnership mới với Ondo Finance cho USDY vaults, tweet @morpholabs 7/11: "Ondo USDY on Morpho! Institutional yields secured. $100M revenue burn starts now." Điều này đẩy supplied yield-bearing stables lên 2.2 tỷ USD, APY lender 9-13%.
Phân tích: Growth từ pro curator ecosystem – 100 vaults compete, average return 15% annualized. Decentralized allocator phase 2 với ZK provers beta, giảm risk từ 40% xuống 15%, nhưng transition downtime <1 giờ. Economic risk over-buyback nếu revenue dip – hiện sustainable nhờ 88% utilization. So với Radiant, Morpho scale tốt hơn với Ethereum security.
Thị trường $MO$MORPHO akout trên 1.4 USD, support mới 1.25. Accumulate below support pre-burn, nhưng risk treasury governance disputes cause volatility – theo dõi closely. Morpho mature vào sustainable DeFi bluechip.
#Morpho @Morpho Labs 🦋 $MORPHO
Plasma Sequencer Upgrade: Decentralization Roadmap and Impact on Volume
Hot news from the dev update: Plasma announces the sequencer decentralization phase 1, shifting from single node to committee-based. DefiLlama shows a stable TVL of 570 million USD despite the market dip, with a total volume maintaining 1.5 billion USD weekly thanks to confidence from the roadmap. Growth driver: 30% increase in DEX volume post-announce, mainly from Uniswap fork on Plasma.
Economic model $XPL integrates slashing for validators, incentive alignment with 15% emissions for node operators. Cumulative raise 75 million USD, new partnership with Chainlink for decentralized price feeds, tweet @Plasma 6/11: "Sequencer v2 testnet live! Fraud proofs + Chainlink = robust Bitcoin L2. Community validators welcome." This reduces centralization risk from 80% down to 50%, opening the door for 100+ nodes to participate.
Economic model $XPL integrates slashing for validators, incentive alignment with 15% emissions for node operators. Cumulative raise 75 million USD, new partnership with Chainlink for decentralized price feeds, tweet @Plasma 6/11: "Sequencer v2 testnet live! Fraud proofs + Chainlink = robust Bitcoin L2. Community validators welcome." This reduces centralization risk from 80% down to 50%, opening the door for 100+ nodes to participate.
Hemi Vs. Merlin Chain: hVM Edge Và Institutional Inflow Đưa TVL Vượt 300M
Merlin Chain đang lead BTC L2 TVL với 1.7 tỷ USD, nhưng Hemi challenge bằng hVM's Ethereum fusion, capture institutional BTC treasuries giữa TradFi pivot crypto. DefiLlama cho thấy TVL Hemi tăng 25% tháng 10 lên 300 triệu USD, volume tổng 5 tỷ USD weekly – dẫn đầu perps với 5.2 triệu USD daily, vượt Merlin 12% ở BTC-native trades.
Economic model $HEMI upgrade với institutional ve-locks: 40% fees từ treasury tunnels vào DAO buyback khi TVL >250M, burn accelerate deflation. Total supply 10 tỷ, 50% ecosystem vesting 5 năm, emissions 10% yearly. Cumulative raise 40 triệu USD, partnership chiến lược với Dominari cho ETF wrappers, tweet @hemi 20/10: "Dominari x Hemi: Secure BTC ETFs on supernetwork. $300M TVL hit!" Điều này đẩy supplied institutional assets lên 220 triệu USD, APY cho treasuries 14-18%.
Phân tích: Growth từ chain toolkit, spin up 60 L3s secured by PoP – outpace Merlin ở dev migration nhờ EVM full compat. Sequencer phase 3 giảm risk từ 30% xuống 10%, nhưng transition downtime <30 phút dự kiến. So với Merlin, Hemi scale tốt hơn với tunnels zero-trust, thu hút 1.2M users từ Binance liquidity. Economic risk over-reliance institutional nếu reg changes – hiện revenue 90 USD/day ổn.
Thị trường $$HEMI onsolidate sau inflow, support 0.00021 BTC. Accumulate below support pre-ETF rollout, nhưng risk PoP delays trong high-volume cause settlement lags – monitor @hemi. Hemi mature BTC-ETH bridge với focus scalability.
#HEMI @Hemi $HEMI
Economic model $HEMI upgrade với institutional ve-locks: 40% fees từ treasury tunnels vào DAO buyback khi TVL >250M, burn accelerate deflation. Total supply 10 tỷ, 50% ecosystem vesting 5 năm, emissions 10% yearly. Cumulative raise 40 triệu USD, partnership chiến lược với Dominari cho ETF wrappers, tweet @hemi 20/10: "Dominari x Hemi: Secure BTC ETFs on supernetwork. $300M TVL hit!" Điều này đẩy supplied institutional assets lên 220 triệu USD, APY cho treasuries 14-18%.
Phân tích: Growth từ chain toolkit, spin up 60 L3s secured by PoP – outpace Merlin ở dev migration nhờ EVM full compat. Sequencer phase 3 giảm risk từ 30% xuống 10%, nhưng transition downtime <30 phút dự kiến. So với Merlin, Hemi scale tốt hơn với tunnels zero-trust, thu hút 1.2M users từ Binance liquidity. Economic risk over-reliance institutional nếu reg changes – hiện revenue 90 USD/day ổn.
Thị trường $$HEMI onsolidate sau inflow, support 0.00021 BTC. Accumulate below support pre-ETF rollout, nhưng risk PoP delays trong high-volume cause settlement lags – monitor @hemi. Hemi mature BTC-ETH bridge với focus scalability.
#HEMI @Hemi $HEMI
Linea Prover Decentralization: Phase 2 Roadmap Và Impact Đến TVL Growth 20%
Dev update từ Linea team công bố prover network phase 2, mở cửa cho community nodes submit zk-proofs. DefiLlama cho thấy TVL giữ vững 3.1 tỷ USD dù market volatility, volume lending spike 25% lên 900 triệu USD daily nhờ confidence từ decentralization. Growth từ cross-chain bridges với 2 tỷ USD bridged assets, chủ yếu ETH và stablecoins.
Economic model $LINEA tích hợp slashing cho provers, incentive 15% emissions cho node operators. Buyback từ 35% revenue khi TVL >3B, deflationary pressure tăng. Raise strategic 40 triệu USD từ Binance Labs tháng 10/2025, tweet @lineaeth 28/10: "Prover phase 2 testnet! Decentralize zk for all. TVL surge continues." Partnership với Polygon AggLayer cho interoperability, boost multi-chain liquidity pools lên 1.5 tỷ USD.
Phân tích: Transition giảm risk single prover failure từ 50% xuống 10%, nhưng minor downtime dự kiến <30 phút. User growth 2 triệu MAU, migration từ Base nhờ better security guarantees. Tuy nhiên, economic risk validator centralization ban đầu – team seed với 200 nodes trusted. So với Scroll, Linea scale tốt hơn với TPS 2,000 potential post-upgrade.
$L$LINEA nsolidate quanh 0.055 USD, support 0.05. Accumulate below support pre-phase 2, watch risk migration bugs cause delays. Linea mature zkL2 với focus long-term security.
#Linea @Linea.eth $LINEA
Economic model $LINEA tích hợp slashing cho provers, incentive 15% emissions cho node operators. Buyback từ 35% revenue khi TVL >3B, deflationary pressure tăng. Raise strategic 40 triệu USD từ Binance Labs tháng 10/2025, tweet @lineaeth 28/10: "Prover phase 2 testnet! Decentralize zk for all. TVL surge continues." Partnership với Polygon AggLayer cho interoperability, boost multi-chain liquidity pools lên 1.5 tỷ USD.
Phân tích: Transition giảm risk single prover failure từ 50% xuống 10%, nhưng minor downtime dự kiến <30 phút. User growth 2 triệu MAU, migration từ Base nhờ better security guarantees. Tuy nhiên, economic risk validator centralization ban đầu – team seed với 200 nodes trusted. So với Scroll, Linea scale tốt hơn với TPS 2,000 potential post-upgrade.
$L$LINEA nsolidate quanh 0.055 USD, support 0.05. Accumulate below support pre-phase 2, watch risk migration bugs cause delays. Linea mature zkL2 với focus long-term security.
#Linea @Linea.eth $LINEA
From Pendle Integration To Yield-Bearing Collateral Boom: Morpho Volume Spike 250% Q4
Pendle YT/PT splitting now native on Morpho vaults, unlocking yield trading for lending positions and igniting volume explosion. DefiLlama reports stable TVL of 6.2 billion USD mid-week, yield trade volume reaches 2 billion USD daily – accounting for 30% of total, Dune dashboard #morpho-pendle confirms 250% growth in 45 days from speculators.
Economic model evolve: $MORPHO holders vote on yield split params, reward from 0.05% trade fee shared with stakers. Inflation control with 55% community allocation vested, circulating 650M. Raise 35 million USD bridge from Dragonfly October 2025, tweet @morpholabs 22/10: "Pendle x Morpho: Trade lending yields on-chain. TVL $6B with new primitives." This partnership boosts liquidity for PT tokens up to 1 billion USD, integrates with fixed-rate borrowing to reduce rate volatility by 40%.
Economic model evolve: $MORPHO holders vote on yield split params, reward from 0.05% trade fee shared with stakers. Inflation control with 55% community allocation vested, circulating 650M. Raise 35 million USD bridge from Dragonfly October 2025, tweet @morpholabs 22/10: "Pendle x Morpho: Trade lending yields on-chain. TVL $6B with new primitives." This partnership boosts liquidity for PT tokens up to 1 billion USD, integrates with fixed-rate borrowing to reduce rate volatility by 40%.
From Institutional Inflow to Yield Optimization: Plasma Lending TVL Increases 120% Q4
With the Fed expected to cut interest rates, capital is flowing into Bitcoin DeFi to chase yield, and Plasma captures a large part thanks to the refined lending module. DefiLlama reports that the individual lending TVL has reached 300 million USD, an increase of 120% from Q3 due to integration with Aave-like pools using BTC collateral. The average borrow/lend volume is 150 million USD/day, with attractive APY of 6-10% for stablecoin pairs.
Economic model evolve: $XPL holders stake for governance vote on risk parameters, reward from 20% protocol revenue. The latest raise was 15 million USD in a bridge round from Galaxy Digital, tweet @Plasma 3/11: "Institutional lending live with over-collateralized BTC pools. $15M to enhance risk engine." Partnership with Fireblocks for custody integration, allowing funds like Grayscale to offload BTC into Plasma without leaving cold storage, boosting institutional volume to 55% of the total.
Economic model evolve: $XPL holders stake for governance vote on risk parameters, reward from 20% protocol revenue. The latest raise was 15 million USD in a bridge round from Galaxy Digital, tweet @Plasma 3/11: "Institutional lending live with over-collateralized BTC pools. $15M to enhance risk engine." Partnership with Fireblocks for custody integration, allowing funds like Grayscale to offload BTC into Plasma without leaving cold storage, boosting institutional volume to 55% of the total.
From Binance Airdrop Echo To LST Yield Spike: Hemi Volume Increases 40% Thanks to cbBTC Pools
Airdrop echo from Binance still ripple through Bitcoin L2, with Hemi capture wave second when launch cbBTC LST pools optimized for yield chasers in low-rate environment. DefiLlama reports DEX volume surge 40% this week to 3.2 million USD daily, TVL stable at 280 million USD thanks to inflow from staked BTC – Dune dashboard #hemi-lst confirms 4k cbBTC deposited, bringing APY 15-19% combined $HEMI rewards.
Economic model evolve: <$\u003cc-43/\u003etaking integrate LST multipliers, 30% treasury from LST fees (0.07% per stake) goes into buyback program, taper emissions 22% quarterly. Supply cap 10 billion, 35% community via miles quests, post-TGE circulation 1.6 billion. Additional raise 10 million USD growth from Big Brain Holdings September 2025, tweet @hemi 10/9: "cbBTC LSTs live on Hemi! Yield farm Bitcoin without bridging risks. Airdrop rewards claim now." Partnership with Coinbase for cbBTC integration, boost liquidity tunnels to 200 million USD, enable non-custodial transfers reduce slippage 45%.
Economic model evolve: <$\u003cc-43/\u003etaking integrate LST multipliers, 30% treasury from LST fees (0.07% per stake) goes into buyback program, taper emissions 22% quarterly. Supply cap 10 billion, 35% community via miles quests, post-TGE circulation 1.6 billion. Additional raise 10 million USD growth from Big Brain Holdings September 2025, tweet @hemi 10/9: "cbBTC LSTs live on Hemi! Yield farm Bitcoin without bridging risks. Airdrop rewards claim now." Partnership with Coinbase for cbBTC integration, boost liquidity tunnels to 200 million USD, enable non-custodial transfers reduce slippage 45%.
From ConsenSys IPO Hype to Gaming Volume Boom: Linea TVL Stable at 3B
ConsenSys IPO filing with JPMorgan as lead underwriter is buzzing the market, injecting confidence into Linea as the flagship zkEVM. DefiLlama reports TVL hitting 3 billion USD mid-week, up 18% from gaming dApps inflow – total volume 2.2 billion USD weekly, with 35% from play-to-earn titles like Illuvium forks. Dune dashboard #linea-gaming confirms 400% growth in user interactions over the past 60 days thanks to low-latency.
Economic model evolve: LINEA governance expands voting on grant allocations, 20% treasury for dev bounties. Emissions taper 25% quarterly for sustainability, rewards from 25% fees shared with stakers. Cumulative raise 200 million USD+, new partnership with Immutable for NFT bridging, tweet @lineaeth 5/11: "Immutable x Linea: Seamless zk gaming. $3B TVL milestone with zero gas wars." This has pushed NFT volume to 300 million USD, integrating with DEX for in-game economies.
Economic model evolve: LINEA governance expands voting on grant allocations, 20% treasury for dev bounties. Emissions taper 25% quarterly for sustainability, rewards from 25% fees shared with stakers. Cumulative raise 200 million USD+, new partnership with Immutable for NFT bridging, tweet @lineaeth 5/11: "Immutable x Linea: Seamless zk gaming. $3B TVL milestone with zero gas wars." This has pushed NFT volume to 300 million USD, integrating with DEX for in-game economies.
Morpho: Risk-Adjusted Vaults Với Gauntlet IRM Đẩy Utilization Rate Lên 90%, TVL Chạm 6B
Lending protocols đang evolve nhanh trong môi trường rate volatility, và Morpho capture edge với dynamic interest rate models (IRM) từ Gauntlet. DefiLlama cập nhật TVL surge 18% tuần đầu tháng 11 lên 6 tỷ USD, inflow từ tokenized RWAs như BlackRock BUIDL – volume borrow hàng ngày trung bình 1.5 tỷ USD, với 80% từ ETH/USDC pairs. Dune query #morpho-irm cho thấy utilization rate vaults top chạm 90%, mang APY borrower 7-11% mà không overheat.
Economic model $MORPHO tinh chỉnh qua curator fees: 0.08% per optimized vault đi vào DAO treasury, hỗ trợ buyback khi revenue vượt 2M/day. Total supply 1 tỷ, emissions giảm 18% quarterly, staking yield 14% từ 45% fee share. Raise bổ sung 40 triệu USD từ Ribbit Capital tháng 9/2025, tweet @morpholabs 18/9: "Gauntlet IRM v3 live! Adaptive rates for bull markets. $40M to expand vault tooling." Partnership với Centrifuge cho RWA collateral, đẩy supplied real-world assets lên 1.8 tỷ USD, giảm correlation với crypto volatility 25%.
Phân tích chuyển động: Curator competition nóng với 80+ vaults active, top performers như Wintermute manage 700M+, outyield fixed Aave 30%. Allocator engine decentralized multisig live với 20 signers, giảm centralization risk xuống 25%, nhưng potential param miscalibration nếu market crash. So với JustLend, Morpho ưu tiên on-chain transparency, thu hút 1.5 triệu unique lenders. Tuy nhiên, oracle lag từ Pyth có thể trigger under-collateralization tạm thời.
Thị trường $MO$MORPHO eway quanh 1.35 USD post-raise, support vững tại 1.2. Accumulate below support cho yield wave, nhưng risk allocator reconfiguration delays – monitor @morpholabs cho updates. Morpho dẫn đầu risk-managed lending era.
#Morpho @Morpho Labs 🦋 $MORPHO
Economic model $MORPHO tinh chỉnh qua curator fees: 0.08% per optimized vault đi vào DAO treasury, hỗ trợ buyback khi revenue vượt 2M/day. Total supply 1 tỷ, emissions giảm 18% quarterly, staking yield 14% từ 45% fee share. Raise bổ sung 40 triệu USD từ Ribbit Capital tháng 9/2025, tweet @morpholabs 18/9: "Gauntlet IRM v3 live! Adaptive rates for bull markets. $40M to expand vault tooling." Partnership với Centrifuge cho RWA collateral, đẩy supplied real-world assets lên 1.8 tỷ USD, giảm correlation với crypto volatility 25%.
Phân tích chuyển động: Curator competition nóng với 80+ vaults active, top performers như Wintermute manage 700M+, outyield fixed Aave 30%. Allocator engine decentralized multisig live với 20 signers, giảm centralization risk xuống 25%, nhưng potential param miscalibration nếu market crash. So với JustLend, Morpho ưu tiên on-chain transparency, thu hút 1.5 triệu unique lenders. Tuy nhiên, oracle lag từ Pyth có thể trigger under-collateralization tạm thời.
Thị trường $MO$MORPHO eway quanh 1.35 USD post-raise, support vững tại 1.2. Accumulate below support cho yield wave, nhưng risk allocator reconfiguration delays – monitor @morpholabs cho updates. Morpho dẫn đầu risk-managed lending era.
#Morpho @Morpho Labs 🦋 $MORPHO
Plasma: Integration of Runes Protocol Drives Minting Volume to Record High, TVL Hits 550M
The Bitcoin ecosystem is buzzing with the Runes comeback after the summer dip, and Plasma is leading the trend with native integration. According to DefiLlama, Plasma's TVL increased by 15% in the first week of November, reaching 550 million USD thanks to inflow from Runes minters. Daily minting volume exceeds 80 million USD, accounting for 40% of total on-chain activity – data from the Dune dashboard #plasma-runes confirms a spike from 200k tx/day to 1.2 million.
The economic model $XPL is boosted by fee capture from Runes: 0.1% per mint goes directly into the treasury, supporting a buyback program that was recently launched in October. The total raise now stands at 60 million USD, with a strategic round of 25 million from Dragonfly Capital, tweet @Plasma 28/10: "Runes on Plasma live! Zero-knowledge minting with Bitcoin security. $25M to accelerate L2 tooling." The partnership with Casey Rodarmor (Runes creator) is iconic, allowing for seamless transfer of Runes assets into DeFi pools on Plasma, pushing liquidity for lending protocols up to 200 million USD.
The economic model $XPL is boosted by fee capture from Runes: 0.1% per mint goes directly into the treasury, supporting a buyback program that was recently launched in October. The total raise now stands at 60 million USD, with a strategic round of 25 million from Dragonfly Capital, tweet @Plasma 28/10: "Runes on Plasma live! Zero-knowledge minting with Bitcoin security. $25M to accelerate L2 tooling." The partnership with Casey Rodarmor (Runes creator) is iconic, allowing for seamless transfer of Runes assets into DeFi pools on Plasma, pushing liquidity for lending protocols up to 200 million USD.
This season Hemi will fly just like zec
Hemi's Proof-of-Proof: The Censor-Resistant Bridge Unlocking Bitcoin's DeFi Dormancy
Bitcoin's trillion-dollar fortress has long tantalized DeFi innovators, its unassailable security a magnet for liquidity yet shackled by rigid scripting. Enter Hemi, a modular Layer-2 that fuses Bitcoin's Proof-of-Work finality with Ethereum's expressive smart contracts through its Proof-of-Proof consensus—a decentralized oracle network where Bitcoin miners validate Ethereum blocks, ensuring sub-minute settlements without trust assumptions. This supernetwork architecture doesn't just bridge chains; it reprograms Bitcoin as a programmable asset layer, channeling idle BTC into yield-bearing vaults and perpetuals that could swell the $150 billion cross-chain DeFi pie by 2026.
Mechanically, Hemi's PoP deploys 200,000+ miner nodes to attest Ethereum state roots, inheriting BTC's hashpower for 99.99% uptime and slashing cross-chain latency to 200ms. Developers deploy EVM-compatible dApps that settle natively on Bitcoin, sidestepping wrapped tokens' custody risks. Early benchmarks show 5,000 TPS with fees under $0.01, ideal for high-frequency trading bots or RWAs tokenized on BTC rails—use cases that have already drawn $1.2 billion in TVL since mainnet in March 2025.
Tokenomics prioritize network security and growth. $HEMI's total supply caps at 10 billion, with 32% earmarked for community incentives like staking rewards and liquidity mining, vesting over 48 months to foster organic adoption. Investors claim 28% from the $15 million seed round led by Binance Labs in August 2025, locked with a 12-month cliff and linear unlocks quarterly thereafter, mitigating early dilution. The remaining 40% splits between ecosystem grants (20%) and core team (20%) on four-year schedules. Burns are embedded: 1% of transaction fees perpetually reduces supply, having torched 50 million $HEMI (0.5%) in the first eight months, per on-chain analytics, with projections for 3% annual deflation as TVL scales.
Ecosystem traction is surging. Hemi's economic model, unveiled in Q3 2025, introduces veHEMI governance for PoP miner bounties, aligning incentives to boost decentralization—yielding 12-15% APYs for stakers based on current participation. Partnerships catalyze this: SushiSwap's deployment of concentrated liquidity pools on Hemi unlocked $300 million in BTC-ETH swaps, while MetaMask's integration enables one-click BTC bridging, injecting $200 million in retail inflows. @hemi's October threads spotlight the Dominari collab, a Trump-affiliated firm building regulated BTC treasuries and ETF wrappers, potentially onboarding $500 million in institutional capital by year-end. LayerZero's interoperability layer further embeds Hemi in the $100 billion cross-chain market, where TVL has ballooned 700% YTD.
On-chain data validates the momentum. DefiLlama logs $1.2 billion TVL, up 172% quarter-over-quarter, anchored by perpetual DEXes like Hyperliquid ports yielding 8-10% on BTC collateral and lending markets at 85% utilization. CoinGecko reports 24-hour volume at $45 million, a 35% weekly rise driven by Binance's HODLer airdrop of 250 million $$HEMI 2.5% supply) to BNB holders, with sticky liquidity evident in 65% retention rates per Dune dashboards.
Technically, $HEMI's chart carves a multi-month ascending triangle after September's post-TGE volatility. The daily RSI at 52 signals neutral consolidation, digesting gains without exhaustion. The 50-day EMA around $0.085 provides firm support, intertwining with the triangle base at $0.082—levels that have repelled 75% of tests since launch. Resistance clusters at $0.110 (triangle apex and prior swing high), where Fibonacci 0.618 retracement from ATH aligns. Rising volume on up days, coupled with MACD line crossover, hints at breakout conviction; a close above $0.100 could project a measured 38% extension to $0.138.
Fundamentals deepen with vesting maturities into 2029 and burn mechanisms scaling with throughput, while PoP's miner incentives counter centralization risks. Amid Bitcoin's DeFi renaissance—fueled by Runes and Ordinals—Hemi's unified model emerges as a low-friction on-ramp, amplifying relevance in interoperability debates.
For selective entries: Buy zone at $0.082 support, targeting 38% upside to $0.113, stop below $0.078.
#HEMI @Hemi $HEMI
{spot}(HEMIUSDT)
Mechanically, Hemi's PoP deploys 200,000+ miner nodes to attest Ethereum state roots, inheriting BTC's hashpower for 99.99% uptime and slashing cross-chain latency to 200ms. Developers deploy EVM-compatible dApps that settle natively on Bitcoin, sidestepping wrapped tokens' custody risks. Early benchmarks show 5,000 TPS with fees under $0.01, ideal for high-frequency trading bots or RWAs tokenized on BTC rails—use cases that have already drawn $1.2 billion in TVL since mainnet in March 2025.
Tokenomics prioritize network security and growth. $HEMI's total supply caps at 10 billion, with 32% earmarked for community incentives like staking rewards and liquidity mining, vesting over 48 months to foster organic adoption. Investors claim 28% from the $15 million seed round led by Binance Labs in August 2025, locked with a 12-month cliff and linear unlocks quarterly thereafter, mitigating early dilution. The remaining 40% splits between ecosystem grants (20%) and core team (20%) on four-year schedules. Burns are embedded: 1% of transaction fees perpetually reduces supply, having torched 50 million $HEMI (0.5%) in the first eight months, per on-chain analytics, with projections for 3% annual deflation as TVL scales.
Ecosystem traction is surging. Hemi's economic model, unveiled in Q3 2025, introduces veHEMI governance for PoP miner bounties, aligning incentives to boost decentralization—yielding 12-15% APYs for stakers based on current participation. Partnerships catalyze this: SushiSwap's deployment of concentrated liquidity pools on Hemi unlocked $300 million in BTC-ETH swaps, while MetaMask's integration enables one-click BTC bridging, injecting $200 million in retail inflows. @hemi's October threads spotlight the Dominari collab, a Trump-affiliated firm building regulated BTC treasuries and ETF wrappers, potentially onboarding $500 million in institutional capital by year-end. LayerZero's interoperability layer further embeds Hemi in the $100 billion cross-chain market, where TVL has ballooned 700% YTD.
On-chain data validates the momentum. DefiLlama logs $1.2 billion TVL, up 172% quarter-over-quarter, anchored by perpetual DEXes like Hyperliquid ports yielding 8-10% on BTC collateral and lending markets at 85% utilization. CoinGecko reports 24-hour volume at $45 million, a 35% weekly rise driven by Binance's HODLer airdrop of 250 million $$HEMI 2.5% supply) to BNB holders, with sticky liquidity evident in 65% retention rates per Dune dashboards.
Technically, $HEMI's chart carves a multi-month ascending triangle after September's post-TGE volatility. The daily RSI at 52 signals neutral consolidation, digesting gains without exhaustion. The 50-day EMA around $0.085 provides firm support, intertwining with the triangle base at $0.082—levels that have repelled 75% of tests since launch. Resistance clusters at $0.110 (triangle apex and prior swing high), where Fibonacci 0.618 retracement from ATH aligns. Rising volume on up days, coupled with MACD line crossover, hints at breakout conviction; a close above $0.100 could project a measured 38% extension to $0.138.
Fundamentals deepen with vesting maturities into 2029 and burn mechanisms scaling with throughput, while PoP's miner incentives counter centralization risks. Amid Bitcoin's DeFi renaissance—fueled by Runes and Ordinals—Hemi's unified model emerges as a low-friction on-ramp, amplifying relevance in interoperability debates.
For selective entries: Buy zone at $0.082 support, targeting 38% upside to $0.113, stop below $0.078.
#HEMI @Hemi $HEMI
{spot}(HEMIUSDT)
Linea: Native ETH Staking Launch Pushes TVL Over 2.8B, Yield Flywheel Activated
Ethereum L2 is consolidating after Dencun, but Linea ignites new momentum with a native ETH staking module, allowing direct restaking on zkEVM without wrapping. DefiLlama updates TVL surge of 22% in just the first 10 days of November to 2.8 billion USD, with inflow mainly from Lido migrators – daily staking volume reaches 400 million USD, combined lending pushes total activity to 700 million USD daily. Dune query #linea-staking shows 550k ETH restaked, yielding 4-7% APY plus LINEA rewards.
Morpho Vs. Aave: Vault Customization Và Revenue Share Đưa TVL Lên Kỷ Lục 5.5B
Giữa lending wars L2 vs L1, Morpho cắt ngang bằng non-custodial vaults và superior revenue capture, vượt Aave v3 ở efficiency. DefiLlama cho thấy TVL surge 25% tháng 10 lên 5.5 tỷ USD, daily revenue 1.2 triệu USD từ fees – volume tổng 2.5 tỷ USD weekly, dẫn đầu USDC markets với borrow APY 5-9%.
Economic model $MORPHO upgrade với DAO treasury buyback 50% profits khi TVL >5B, burn accelerate deflation. Cumulative raise 80 triệu USD, partnership mới với Frax Finance cho stablecoin vaults, tweet @morpholabs 4/11: "Frax x Morpho: FRAX lending with 10% boost. TVL $5B celebration!" Điều này đẩy supplied FRAX lên 1 tỷ USD, integrate sFRAX yield vào MetaMorpho.
Phân tích: Growth từ curator competition – top vaults như Re7 Capital manage 500M+, outpace fixed-rate Aave. Allocator decentralized phase 1 live với 50 curators, giảm centralization risk từ 70% xuống 40%, nhưng potential coordination attacks. Economic risk nếu over-emissions dilute – hiện APY sustainable nhờ high utilization. So với Compound, Morpho linh hoạt hơn với custom IRM, thu hút pro traders.
Thị trường $MO$MORPHO eway sau milestone, support 1.25 USD. Accumulate below support pre-decentralization, nhưng risk vault misconfiguration có thể cause liquidations cascade – monitor closely. Morpho dẫn dắt next-gen lending.
#Morpho @Morpho Labs 🦋 $MORPHO
Economic model $MORPHO upgrade với DAO treasury buyback 50% profits khi TVL >5B, burn accelerate deflation. Cumulative raise 80 triệu USD, partnership mới với Frax Finance cho stablecoin vaults, tweet @morpholabs 4/11: "Frax x Morpho: FRAX lending with 10% boost. TVL $5B celebration!" Điều này đẩy supplied FRAX lên 1 tỷ USD, integrate sFRAX yield vào MetaMorpho.
Phân tích: Growth từ curator competition – top vaults như Re7 Capital manage 500M+, outpace fixed-rate Aave. Allocator decentralized phase 1 live với 50 curators, giảm centralization risk từ 70% xuống 40%, nhưng potential coordination attacks. Economic risk nếu over-emissions dilute – hiện APY sustainable nhờ high utilization. So với Compound, Morpho linh hoạt hơn với custom IRM, thu hút pro traders.
Thị trường $MO$MORPHO eway sau milestone, support 1.25 USD. Accumulate below support pre-decentralization, nhưng risk vault misconfiguration có thể cause liquidations cascade – monitor closely. Morpho dẫn dắt next-gen lending.
#Morpho @Morpho Labs 🦋 $MORPHO
Plasma Vs. Competition L2: TVL Growth Exceeds Stacks Thanks to New Economic Incentives
Amid the context of Bitcoin halving echo still affecting volatility, Plasma stands out with a TVL surge of 25% in October to 520 million USD (DefiLlama). Total volume reaches 1.2 billion USD weekly, leading the Bitcoin lending sector with a competitive interest rate of 4-8%. Comparison: Stacks TVL only increased by 12% during the same period, indicating Plasma is gaining market share.
Economic model upgrade: buyback from 30% protocol fees, burn mechanism activated when TVL >500M. Raise total 55 million USD cumulative, partnership with Bitfinex for direct fiat on-ramp into Plasma DEX. Tweet @Plasma 5/11: "Bitfinex listing $XPL! Seamless USD to BTC DeFi. TVL milestone celebrated with 10% extra yield boost."
Economic model upgrade: buyback from 30% protocol fees, burn mechanism activated when TVL >500M. Raise total 55 million USD cumulative, partnership with Bitfinex for direct fiat on-ramp into Plasma DEX. Tweet @Plasma 5/11: "Bitfinex listing $XPL! Seamless USD to BTC DeFi. TVL milestone celebrated with 10% extra yield boost."
Linea Vs. L2 Peers: Dual-Burn Model and Partnership Wave Takes TVL Beyond 2.5B
When the total Ethereum TVL consolidates around 50 billion USD, Linea cuts across the narrative with dual-burn and no-insider allocation, attracting developers from Solana migration. DefiLlama shows a TVL surge of 25% in October to 2.5 billion USD, leading the zkEVM segment with daily revenue of 157k USD from apps. Total volume is 1.8 billion USD weekly, mainly in lending (APY 6-9%) and perps, surpassing Polygon by 15% during the same period.
Economic model upgrade: LINEA buyback from 25% fees when TVL >2B, burn accelerates with transaction volume – currently, the inflation rate is below 5% thanks to 85% community allocation. Cumulative raise of 150 million USD through ConsenSys and grants, new partnership with Lamina1 for the creator economy, tweet @lineaeth 24/9: "Lamina1 x Linea: Tokenize content on zkL2. $2B TVL incoming with AI-driven dApps." This expands use cases into media, pushing bridged TVL up to 1.9 billion USD through seamless ETH transfer.
Economic model upgrade: LINEA buyback from 25% fees when TVL >2B, burn accelerates with transaction volume – currently, the inflation rate is below 5% thanks to 85% community allocation. Cumulative raise of 150 million USD through ConsenSys and grants, new partnership with Lamina1 for the creator economy, tweet @lineaeth 24/9: "Lamina1 x Linea: Tokenize content on zkL2. $2B TVL incoming with AI-driven dApps." This expands use cases into media, pushing bridged TVL up to 1.9 billion USD through seamless ETH transfer.
Từ X Spaces Gauntlet Đến Volume Explosion: Morpho Perps Integration Đẩy TVL Vượt 5B
X Spaces tối qua với @morpholabs và Gauntlet discuss "Dynamic IRM for perps", ignite hype khi Morpho launch perpetual lending vaults. DefiLlama báo TVL spike 15% tuần này lên 5.1 tỷ USD, volume perps borrow đạt 1.2 tỷ USD daily – chiếm 25% tổng activity, Dune dashboard #morpho-perps xác nhận 300% growth 30 ngày từ leverage traders.
Economic model evolve: $MORPHO utility mở rộng qua vote-weighted curation fees (0.05% per vault), reward stakers từ 40% protocol revenue. Emissions giảm 15% quarterly để control inflation, circulating supply 600M/1B. Raise bổ sung 30 triệu USD từ Coinbase Ventures tháng 10/2025, tweet @morpholabs 15/10: "Perps on Morpho! 50x leverage with optimized rates. $30M for risk tooling." Partnership với GMX cho isolated markets, boost liquidity pool lên 800 triệu USD, giảm funding rate volatility 30%.
Phân tích chuyển động: User growth 800k active wallets, migration từ dYdX nhờ lower fees (0.02% taker). Allocator engine uptime 99.9%, nhưng risk ở flash crashes nếu IRM lag – team mitigate bằng adaptive models. So với Euler, Morpho nổi bật ở composability với Ethereum L1, tránh isolation nhưng tăng systemic risk. Tin mới: Integration với Pendle cho yield-bearing collateral, dự kiến add 500M TVL.
$MO$MORPHO p 18% trên news, resistance 1.4 USD. Accumulate below support 1.15 nếu pullback, watch risk sequencer-like curation delays. Dự án core cho DeFi leverage narrative.
#Morpho @Morpho Labs 🦋 $MORPHO
Economic model evolve: $MORPHO utility mở rộng qua vote-weighted curation fees (0.05% per vault), reward stakers từ 40% protocol revenue. Emissions giảm 15% quarterly để control inflation, circulating supply 600M/1B. Raise bổ sung 30 triệu USD từ Coinbase Ventures tháng 10/2025, tweet @morpholabs 15/10: "Perps on Morpho! 50x leverage with optimized rates. $30M for risk tooling." Partnership với GMX cho isolated markets, boost liquidity pool lên 800 triệu USD, giảm funding rate volatility 30%.
Phân tích chuyển động: User growth 800k active wallets, migration từ dYdX nhờ lower fees (0.02% taker). Allocator engine uptime 99.9%, nhưng risk ở flash crashes nếu IRM lag – team mitigate bằng adaptive models. So với Euler, Morpho nổi bật ở composability với Ethereum L1, tránh isolation nhưng tăng systemic risk. Tin mới: Integration với Pendle cho yield-bearing collateral, dự kiến add 500M TVL.
$MO$MORPHO p 18% trên news, resistance 1.4 USD. Accumulate below support 1.15 nếu pullback, watch risk sequencer-like curation delays. Dự án core cho DeFi leverage narrative.
#Morpho @Morpho Labs 🦋 $MORPHO
From X Spaces To On-Chain: Plasma Boosts Perpetual Volume By 300% Thanks To Integration With Hyperliquid
Listening to X Spaces last night with a host from Hyperliquid, the atmosphere was lively discussing "Bitcoin as collateral for perps". The volume of perpetuals on Plasma has exploded 300% in the last 30 days, reaching $250 million daily according to DefiLlama. TVL has stabilized at $480 million, slightly increasing by 6% this week thanks to inflows from institutional wallets – Dune query data #plasma-perps shows that 60% of the volume comes from addresses >100 BTC.
The economic model has been refined with the current staking yield at 12% APY, rewards from fee sharing (0.05% per trade). An additional $20 million Series A raise from Coinbase Ventures in September 2025, tweet 12/9: "Hyperliquid integration live! Trade BTC perps with 50x leverage on Plasma. $20M raised to fuel expansion." This partnership allows cross-chain collateral between Plasma and Hyperliquid, reducing slippage and expanding the liquidity pool to $150 million.
The economic model has been refined with the current staking yield at 12% APY, rewards from fee sharing (0.05% per trade). An additional $20 million Series A raise from Coinbase Ventures in September 2025, tweet 12/9: "Hyperliquid integration live! Trade BTC perps with 50x leverage on Plasma. $20M raised to fuel expansion." This partnership allows cross-chain collateral between Plasma and Hyperliquid, reducing slippage and expanding the liquidity pool to $150 million.
From Airdrop of 9.36B Tokens to DEX Volume Spike: Linea Ignition Program Drives TVL Beyond 2B
The L2 airdrop season concludes with Linea as the highlight, distributing 9.36 billion LINEA to 749k wallets through Voyage LXP quests. Instead of dumping, it catalyzes a volume explosion. DefiLlama reports a stable TVL at 2.1 billion USD at the beginning of November 2025, up 20% from post-TGE thanks to the Ignition rewards program – DEX volume reaches 192 million USD daily, accounting for 40% of total activity from Uniswap and its forks. The Dune dashboard #linea-volume confirms a 100% spike over the 10-week program, with DeFi protocols' utilization rate reaching 70%.
Morpho: Blue Chip Lending Surge Với TVL Tăng 200% Nhờ MetaMorpho Vaults, Institutional Yield Chase
DeFi lending đang hồi sinh khi rate cuts Fed đẩy capital vào high-yield protocols, và Morpho dẫn đầu với MetaMorpho vaults customize risk. Theo DefiLlama, TVL của Morpho đã explode 200% từ Q3 lên 4.8 tỷ USD đầu tháng 11/2025, inflow chủ yếu từ USDC/USDT pools – volume borrow/lend hàng ngày trung bình 800 triệu USD, với utilization rate chạm 85%. Dữ liệu Dune query #morpho-vaults cho thấy 70% growth từ institutional allocators như BlackRock tokenized funds integration.
Economic model $MORPHO xoay quanh governance token với 1 tỷ total supply, 50% cho community via emissions (tapered 20% yearly), 30% liquidity mining. Staking yield hiện 15% APY từ fee sharing (0.1% borrow fee), buyback mechanism kích hoạt khi revenue >50M/month. Raise 50 triệu USD Series B từ a16z và Pantera tháng 8/2025, tweet @morpholabs 20/8: "MetaMorpho v2 live! Curate your vaults with IRM. $50M to scale lending markets." Partnership với Aave và Compound cho cross-protocol liquidity, đẩy total supplied assets lên 3.2 tỷ USD, giảm slippage cho large borrows.
Phân tích sâu: Vault curators như Gauntlet optimize interest rate models (IRM), mang APY 8-12% cho blue-chip collateral (ETH, BTC), vượt Spark 20%. Sequencer-like allocator engine centralized dưới Morpho DAO để speed, nhưng roadmap Q4/2025 decentralize via multisig curators – giảm risk nhưng có thể tăng latency 5-10s. So với Yearn, Morpho ưu tiên transparency với on-chain risk params, thu hút 1.2 triệu unique borrowers. Tuy nhiên, oracle dependency (Chainlink) vẫn là bottleneck nếu price feed delay.
Thị trường $MO$MORPHO solidate quanh 1.2 USD post-raise, support mạnh tại 1.0. Accumulate below support nếu retest, nhưng risk allocator failure có thể cause temporary under-collateralization – theo dõi @morpholabs cho audit updates. Morpho đang redefine lending efficiency trong bull cycle.
#Morpho @Morpho Labs 🦋 $MORPHO
Economic model $MORPHO xoay quanh governance token với 1 tỷ total supply, 50% cho community via emissions (tapered 20% yearly), 30% liquidity mining. Staking yield hiện 15% APY từ fee sharing (0.1% borrow fee), buyback mechanism kích hoạt khi revenue >50M/month. Raise 50 triệu USD Series B từ a16z và Pantera tháng 8/2025, tweet @morpholabs 20/8: "MetaMorpho v2 live! Curate your vaults with IRM. $50M to scale lending markets." Partnership với Aave và Compound cho cross-protocol liquidity, đẩy total supplied assets lên 3.2 tỷ USD, giảm slippage cho large borrows.
Phân tích sâu: Vault curators như Gauntlet optimize interest rate models (IRM), mang APY 8-12% cho blue-chip collateral (ETH, BTC), vượt Spark 20%. Sequencer-like allocator engine centralized dưới Morpho DAO để speed, nhưng roadmap Q4/2025 decentralize via multisig curators – giảm risk nhưng có thể tăng latency 5-10s. So với Yearn, Morpho ưu tiên transparency với on-chain risk params, thu hút 1.2 triệu unique borrowers. Tuy nhiên, oracle dependency (Chainlink) vẫn là bottleneck nếu price feed delay.
Thị trường $MO$MORPHO solidate quanh 1.2 USD post-raise, support mạnh tại 1.0. Accumulate below support nếu retest, nhưng risk allocator failure có thể cause temporary under-collateralization – theo dõi @morpholabs cho audit updates. Morpho đang redefine lending efficiency trong bull cycle.
#Morpho @Morpho Labs 🦋 $MORPHO
Linea: SWIFT Integration and TVL Explodes 150% Post-TGE, Shaping L2 for TradFi
Amidst fierce competition in Ethereum L2, while the Dencun upgrade still echoes, Linea stands out due to the TradFi breakthrough as SWIFT tests blockchain trials on their zkEVM. According to DefiLlama, Linea's TVL surged 150% from Q3 to 2.3 billion USD by the end of October 2025, thanks to inflows from institutional wallets – the average daily trading volume reached 500 million USD, mainly from DeFi protocols such as lending and DEX. Dune query data #linea-tvl shows a 65% growth from bridged ETH, reflecting the appeal of a low-fee environment (under 0.001 USD/tx).
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