DeFi Compass

AI valuations are getting harder to judge Anthropic has huge potential, but the cost of staying ahead is insane I’m curious how the market prices that balance Might take a position on its Pre-IPO perps on @okx 👀

I think pricing machine activation in USD is a smart move by @peaq Businesses plan in dollars, not crypto Clear costs make budgeting easier and remove friction from onboarding, while $PEAQ keeps its role behind the scenes That’s how you make adoption more practical

2M+ machines activated on @peaq The part I’m watching is the $PEAQ behind them →15M $PEAQ is already bonded, removing 0.59% of supply from circulation With Economics 2.0 migration underway, ~11M more could be bonded The scale of this demand loop is 🤯

Called it $HOOD closed above $120, ripped to $126.60, and when it dipped to $119.09 today buyers took it back within hours The level that capped it for 3 months is now the floor ➥ the road up is clear Still early

$HOOD is showing some serious strength 👀 The downtrend off the ATH broke in June ➥ every dip since has been bought higher September already tested $120 from below One close above $120 and this gets loud🔥

One of the biggest problem with casino x streamer deals is trusting the other side to follow through Funds in escrow changes that Deal agreed → money secured → stream goes live → payment made Simple idea. Big pain point Worth checking out👇

.@RobinhoodCrypto Chain is getting harder to ignore 👀 The growth is fast, but the economics are the interesting part Just ~2 months in: 🔷 $47B+ DEX volume 🔷 ~$800M TVL 🔷 576M transactions 🔷 12.3M addresses 🔷 190+ stock tokens 🔷 $7.29B Lighter perps volume And now the fee numbers are getting wild Last week: → $25M in fees → $12.4B DEX volume → 396K daily active accounts → $15.90 fees per active account The week before? Only $1.4M in fees That’s roughly a 17x jump in one week, while daily active accounts actually fell slightly Meaning more activity from existing users❗️ And a lot of the spike appears connected to @ponsdotfamily PONS generated nearly $6M in fees on Sept. 3, ahead of Pump.fun and Hyperliquid that day Its token also passed a $970M valuation, with ~80% of revenue reportedly going to buybacks and 28%+ of supply burned ➥The big question now is whether these numbers hold after the current launch cycle cools down If fees stay strong, this starts looking less like a short-term spike and more like a real trading economy And Robinhood has one major advantage: DISTRIBUTION It already has a massive retail audience that can move into stocks, crypto, perps, prediction markets and onchain trading IMO, that’s the bigger $HOOD thesis Not another chain competing for crypto users A financial platform bringing existing retail users onchain

The biggest thing I’m watching with @peaq rn is Economics 2.0 Machine adoption now ties directly to $PEAQ through bonding ➥3M+ machines are expected to bond in the first weeks If that growth continues, machine adoption could create a much stronger demand loop for $PEAQ

.@RobinhoodCrypto is going all-in on prediction markets🔥 The new deal will bring @cryptocom’s prediction contracts to its platform while taking stakes in Crypto.com + OG Robinhood clearly sees prediction markets becoming a major financial product And it wants exposure on both sides of the trade $HOOD is thinking bigger

These rewards are no joke 👀 @Kucoincom launched a KuMining campaign The idea is simple: ⛏️ Mine KAS 🎯 Complete tasks 👥 Invite friends 🎁 Unlock rewards You can stack smaller USDT/KAS rewards while getting chances at the bigger prizes Deadline is in 2 days! Lots of upside here 👇 kucoin.com/campaigns/mining_…

The bigger picture with @peaq is starting to make sense IMO Machines need identity, trusted data and a way to transact $PEAQ is tackling all three: World ID → human verification P256 → machine signatures Korea → public data Unitree → robots onchain Now add @solana to the mix... That’s one hell of a setup 🔥

Prediction markets on @pubscasino are actually pretty interesting 👀 You can trade on almost whatever you can imagine ➥ crypto, sports, politics, finance, tech, culture, economy, elections, even weather! The UX is super simple too 👉Pick a market, choose your stake, and see the potential payout upfront I’m looking at ETH above $2,400 on Sept 3: $100 stake → $212 potential payout 🔥 Ref link🔗bit.ly/4fLROPJ