1/ Euler is a misunderstood protocol, but is $EUL mispriced? Flexibility and customization is everything for asset managers, asset issuers, and protocols building on top Optionality is the name of the meta-protocol game 🧵👇

Tomorrow on Market Cap We're hosting @mattmaximo1 from @vaneck_us to discuss: - Pump's ICO Onchain Participation - ETH's Recent Outperformance - Latest on Treasury Vehicles - VanEck's BTC ETF - BTC New ATH Live on X | Thursdays 10am ET onwards | Notifications ON for reminders

"Anything that's touching institutions is gonna be a major trend." According to @stefanosanabria from @AleaResearch, financial institutions are actively engaging with crypto infrastructure, and this focus extends beyond just BTC, including broader payment solutions.

The smartest teams in DeFi trust @RumpelLabs to create value & flexibility for their users. Just ask @0xfluid @ethena_labs @ether_fi @Contango_xyz @0xHyperBeat @sentimentxyz @felixprotocol and more 😉 Check out the full chat between @0xKmack of @AleaResearch and Rumpel CEO @KentonPrescott :

📢 Rova Waitlist Now Live: Introducing Bullpost Bullpost, now live at , is a 6-week event rewarding users for bullish tweets about startups and founders that has a $15K+ prize pool Upvote, share, and submit bullish X posts to increase your Bullpost score

Vertex is now joining the Ink Foundation. We've been working with Vertex for the past 2 years & have been able to cover the protocol's growth. In 2025, Vertex saw considerable growth on Sei, Sonic & other chains - we look forward to what the team will build out on Ink!

🚨 New Proof of Vision episode for you folks today: In our 22nd PoV episode, we had on @davtbutler (Head of Product) & @juanaxyz00 (Ecosystem Growth Lead) at @nillionnetwork. Nillion is a network focused on providing blind compute, allowing data to remain securely stored & encrypted, but still accessible for AI, DePIN & other use cases. In this episode, we dove deep into the general problems surrounding privacy today and the case for confidential data storage. We also got to discuss the Nillion infrastructure stack, including its on and offchain components, the $NIL token & what users can find in the Nillion ecosystem today. Have a listen 👇 ⏲ Timestamps: 00:00 - Intro 03:27 - Nillion 101 05:40 - Nillion's Architecture 15:09 - Role of Govt in Influencing Privacy 20:00 - Overlooked Threat of AI 26:00 - Nillion's Dual-layer Architecture 29:00 - What Nillion Offers to Developers 32:20 - Nillion Ecosystem & Use Cases 40:24 - What Products Can Benefit from Blind Compute? 46:18 - Role of $NIL 51:49 - What Comes Next for Nillion?

Tomorrow on Market Cap We're hosting @0xtheroot from @relend_network to discuss: - S&P Surge, Jobs and New Tariffs - Pump Fun TGE and LetsBonk - ETFs vs Treasury Vehicles - 8.5B BTC Move Live on X | Thursdays 10am ET onwards | Notifications ON for reminders

Introducing Premia Labs: The natural evolution of our journey - the same team that brought you Premia, now building Kyan, Archetype & more. One team, with a bigger vision: to create tools for all trades 🔵 Read more below, and follow @PremiaLabs 💙

Today, we've released the State of Onchain Asset Management, co-published with @Sumcap. Yield farming has evolved into a $25B asset-management stack spanning $ETH L1s, rollups, & appchains. In this report, we explore DeFi's evolution, the current yield landscape, & more 👇