Been watching KernelDAO build brick by brick. Not hype, just real usage and real value moving. Kred looks like the next big step in that story.

Betting on infrastructure

Everyone wants the 100x narrative play.

But infrastructure compounds. ~$1.5B across the KernelDAO ecosystem didn't happen from hype. It happened because protocols needed security and capital needed work.

As DeFi scales across chains like $ARB, $OP, #BNBChain# , markets reward actual usage: protocols processing real volume, tokens capturing real value, infrastructure others build on.

Now, KernelDAO is building the next layer - institutional credit through Kred. Real receivables. Real repayments.

The patient capital wins.

#Macro Insights#