Defi Rocketeer engagement report

Best tweets

• Sep 19, 20265.7x their median

  Garrett Jin (@GarrettBullish), the largest $ZEC short, currently holds 202,078 $ZEC ($312.8M). He withdrew the 202,078 $ZEC from #Binance 9 months ago when the price was $437. He's now sitting on a $224.5M unrealized profit on $ZEC spot! https://t.co/YxwpSRLuus https://t.co/6sIffxj2Hl

  760559420343K viewsView on X
• Sep 11, 20262.6x their median

  Arc mainnet opens in a week and I know half of you are too deep in RH trenches rn to even bother doing homework on the next chain lol. As usual, CT gonna hunt the first cat, first NFT mint, and probably an $ARC airdrop before understanding what Circle is actually launching here. The chain already has 100+ institutional/ecosystem builders inside private mainnet before public launch. Circle is bringing App Kits, Onramp, CCTP v3, cirBTC, EURC, Arc Studio and Agent Stack into the launch surface. Aave, Aerodrome, Morpho, Uniswap + liquidity names like FalconX, Galaxy, GSR, Keyrock and XFX are also already attached to the ecosystem. But ik nobody came here to read institutional infra porn, you want the early trenches. 1/ Launchpad @Lolpad_ : stock-pair × meme pad, launch against USDC or NVDA/GOOGL, curve then locked Uni v4. @Flutchdotfun : multichain launch infra bundling token creation, swaps, bridges, LP locks + anti-snipe. @actfunxyz : social-first Arc launchpad mixing meme mining, bonding curves, livestreams + NFTs. @bozodotfun : skips bonding curves entirely and launches tokens straight into locked Uni v4 pools. @warponarc : bonding-curve pad + terminal, using Circle CCTP intents to let users buy Arc tokens directly with USDC from other chains. @minarafun : launching directly into locked v4 liquidity with a 3-second anti-snipe tax. @akadotfun : MemeFi launchpad where its 2% trading fee funds creators, holders, referrals + an RWA treasury buying tokenized stocks. @Fliptfun : curve launchpad where early buyers stay bonded as LPs after graduation and earn USDC fees. 2/ DEX - Terminal @Sidoorxyz : Arc terminal for bridge, launch, trade, with queued USDC + auto-snipe. @TowerExchange : DEX agg with its own AMM + StableFX rails underneath. @UnitFlowFinance : full-stack DeFi hub combining AMM, lending, bridging and token launches. @synthra_finance : DEX with spot + concentrated liquidity + perps. @TollyLabs : launchpad + intel terminal combining permanently locked USDC pools. @ArcDEXScan : indexing pools across the ecosystem with charts, swaps + portfolio tracking. 3/ NFT @Orixaxyz : NFT marketplace + launchpad with Orixians as its genesis collection. @ArclingsNFT : 6,283 fully onchain 1-bit PFPs. @Arcins__ : 10k cheap sprite PFPs. @Arc_Punks : 10k CryptoPunks fork that minted on early Arc. @KyneraOnArc : original-character Genesis Kynari PFPs deployed during private mainnet beta. @Arcadiansnft_ : 5k sci-fi PFPs. 4/ Others @AIsaOneHQ : AI agent infra giving agents one API for 100+ models/tools with per-call USDC payments via x402 + Circle Gateway. @flezpay : African retail POS/payments app bringing USDC settlement to 1,000+ merchants. @landsonarc : early virtual land NFT on Arc with mint teasers. I’m aligned with the new trenches bro.

  3063880240K viewsView on X
• Sep 14, 20261.7x their median

  how has Uniswap restructured $UNI’s value accrual mechanism? $UNI didn’t go from governance token to dividend token. @Uniswap rebuilt the entire value accrual path so protocol usage can remove $UNI from supply without ever paying holders cash. That distinction matters a lot. Because for almost 5 years Uniswap was one of the biggest fee machines in crypto while $UNI captured basically none of it. Now part of the swap fees from v2/v3/selected v4 pools + net Unichain sequencer fees are collected into TokenJar. TokenJar holds the actual assets collected from trading. ETH, stables, whatever tokens the pools generated. Anyone can take those assets out, but to do it they need to pay $UNI into Firepit where that UNI is permanently burned. So Uniswap itself is not market buying $UNI. Instead searchers decide when the assets sitting inside TokenJar are worth more than the $UNI + gas needed to claim them. Usage creates fee inventory → fee inventory creates an economic reason to acquire/burn UNI → supply disappears. Tbh the mechanism looked pretty mid during the first half of 2026. Only ~$28.2M became protocol revenue from $357.6B volume across Jan–Jul 2026. Not exactly Hyperliquid-level token economics. But the important thing is coverage was still rolling out. – daily protocol revenue went from $114K pre-v4 flip to $325K after it. – Robinhood contributed $170K on one post-flip day. – latest 30d protocol revenue is ~$10.3M, up ~134% over the period. That’s ~$124M annualized versus the ~$26–35M annualized numbers at the beginning of the year. What actually printed: – 111.7M $UNI gone, 888.3M remaining. – 11.7M of that is actual Firepit, the rest is the 100M gesture. – L90D / L180D annualized ~$97.6M / $75.3M. – annualized burn cleared $250M on Sep 8, heavily driven by RH. Currently the pipe is finally large enough to matter versus a ~$4B mcap, and the Firepit run-rate now outruns the 20M UNI/year Labs budget. I think design quality is high. They solved the constraint that killed every prior vote by not paying holders, burning float, wrapping the DAO, and making Labs a vendor. Legally, it’s probably the constrained optimum for a US-touched major. Respect the engineering. But magnitude is still mid. If we want this to look like HYPE economics, we’ll be waiting a long time unless they turn PFDA / UniswapX / the rest of v4 into real take. DYOR.

  2081656523K viewsView on X
• Sep 15, 2026

  the "next PONS" on @arc may not be the biggest name before mainnet before mainnet, what I can mainly evaluate is still the product, how liquidity is launched, founder activity, and the first signs of traction. but #Arc is changing too fast for me to treat any current ranking as a final conclusion. The group i’m digging into the most right now: >> @liftdotfun : $DEPEG became the first token to graduate on the pad. The team has kept shipping pretty consistently before mainnet, from the trading UI to integrations and flows for early users. >> @minarafun : notable for its Uniswap V4-based launch approach; I want to see how this model performs once real liquidity starts flowing into Arc. >> @TradePools : still on my shortlist, but mainnet will be when there’s more data to evaluate it more clearly. >> @akadotfun : a different MemeFi direction compared with most pure launchpads, so i’m keeping it on the radar to see whether this narrative can attract users. >> @Arguspad : already had activity before mainnet, so this is one of the names I want to keep tracking once real volume starts showing up. >> @TollyLabs : a fairly different model that skips the bonding curve and sends tokens straight into locked USDC liquidity, currently one of the designs i find most interesting. i’m still not sure which name will be the winner among them. after mainnet, this ranking will start being decided by things that are harder to fake: - whether liquidity stays. - whether volume holds up. - whether users come back. - whether new launches keep coming. - whether teams keep shipping fast after the hype cools down. i’ll keep updating this shortlist. The Arc launchpad war is just getting started.

  1521742016K viewsView on X
• Sep 8, 2026

  Where does @arbitrum actually make money, and how does that affect $ARB? i used to see Arbitrum mainly as an L2 making money from activity on Arbitrum One. but the model is now much broader than that. According to the latest Arbitrum Foundation report on Sep 2, ArbitrumDAO recorded $6.19M in income in H1 2026, with gross margin on protocol revenue at around 97%. Income came from 4 sources: > transaction fees on Arbitrum One. > Timeboost, where users pay extra for priority execution. > Arbitrum Expansion Program (AEP). > treasury income. in Q3, @RobinhoodCrypto went mainnet in July and uses the Arbitrum stack. Under AEP, Robinhood Chain shares 10% of net protocol revenue: 8% goes to the ArbitrumDAO Treasury and 2% to the Developer Guild. DeFiLlama data shows that Q3 2026 so far: > ~$1.58M in tracked gross protocol revenue. > ~$1.40M came from Robinhood Chain fee share. > after the Developer Guild share, around $1.12M has flowed to the DAO Treasury. in the last 30 days alone, revenue was around $856.6K, with $825.2K coming from Robinhood Chain - over 96%. This is the part that changed my thesis on Arbitrum. Before: Activity on Arbitrum One -> Arbitrum makes money. Now: Companies build chains with Arbitrum -> those chains grow -> ArbitrumDAO captures part of the economics too. #Robinhood is the first clear example showing that this model can generate meaningful revenue. and the market also seems to be starting to price in that story. from Sep 1 to the ATH on Sep 6, $ARB gained around ~140% as Robinhood Chain revenue surged. What i’m still waiting for is a clearer way for $ARB to benefit directly from DAO revenue. The DAO already has real revenue, but ARB holders still don’t receive that cash flow directly. Still, the direction looks quite positive: More chains using Arbitrum -> more DAO revenue -> more reason for $ARB to get attention. DYOR & NFA.

  147203909.5K viewsView on X
• Sep 15, 2026

  will perps be the next big play on Robinhood Chain and Arc? @RobinhoodApp and @arc are two of the hottest new finance chains, yet perpDEXs barely appear on my timeline. after tracking both ecosystems, I think perps could become one of their largest sources of volume and fees. But each chain has a different advantage. [1] Robinhood Chain » @Lighter_xyz Lighter is already integrated directly into Robinhood Wallet. It has processed $7.29B in perp volume on Robinhood, while users can trade with zero fees and earn dedicated points. The bigger catalyst is collateral. Robinhood Stock Tokens such as NVDA, AAPL and GOOG can be used as margin. Traders can retain stock exposure while opening leveraged positions. » @Arcus_xyz Arcus was built jointly by dYdX Labs and Robinhood Crypto. It combines 95 Stock Tokens + 35 RWA perp markets. Also Crypto, equities, commodities and indices with up to 50x leverage. Arcus has also introduced pTokens, which turn managed perp positions into transferable ERC-20 tokens. I find this structure interesting because leverage becomes accessible through a spot asset. Users do not need to manage funding, margin and liquidation manually. Arcus has already reported over $2B in volume, but its distribution through Robinhood is still the main catalyst I am watching. [2] Arc Arc mainnet launches on Sept 16 with USDC used for gas, margin and settlement. Two perpDEXs stand out to me: » @edgeX_exchange edgeX will launch on Arc from Day 1 with: – 150+ perp markets – Stocks, commodities and crypto – 24/7 FX perps, starting with USD/JPY – Native USDC margin and settlement This is more than another crypto perp deployment. FX trades roughly $7.5T per day globally. Even a small migration toward 24/7 onchain execution could create meaningful volume. » @hibachi_xyz Hibachi is building an FX-focused trading venue on Arc with support from Circle Ventures and the Arc Builders Fund. Its focus is low-latency execution, ZK-verified settlement and private institutional trading. I see edgeX targeting broad multi-asset distribution, while Hibachi is building deeper infrastructure for onchain FX. These protocols will not win by offering another BTC or ETH perp market. Their real advantage comes from assets connected to each chain: – Robinhood Chain: Stock Tokens as collateral and transferable leveraged exposure. – Arc: FX, stocks and commodities settled directly in native USDC. The infra is already appearing, now I want to see whether traders stay.

  13583816.4K viewsView on X
• Sep 19, 2026

  What are the most compelling AI + Crypto projects right now? The most compelling AI + Crypto opportunities are not "AI tokens" generically. They are networks attempting to create durable markets for scarce resources or capabilities. Includes: GPU compute, decentralized inference, agent services, data, identity, and machine-to-machine payments. My highest-conviction shortlist is: – @opentensor | $TAO - decentralized machine-intelligence marketplace. – @rendernetwork | $RENDER - distributed GPU compute. – @akashnet | $AKT - decentralized cloud infrastructure. – @NEARProtocol | $NEAR - AI-oriented chain abstraction and agent infrastructure. – @virtuals_io | $VIRTUAL - tokenized autonomous agents. – @AskVenice | $VVV - private AI inference and API access. – @ASI_Alliance | $FET - open-source agent, data, and compute ecosystem. – @graphprotocol | $GRT - decentralized blockchain data and AI-ready indexing. – @grass | $GRASS - user-supplied data and bandwidth network. Where i currently see the strongest demand then. I divide this sector into 4 separate markets: [1] Compute Render and Akash address the clearest near-term problem. GPUs are scarce, expensive, and essential to AI production. [2] Agents Bittensor, Virtuals, NEAR, and ASI have large potential, but monetization remains early. I care more about paid and repeated tasks than the number of agents launched. [3] Data and context Grass and The Graph could benefit from sustained AI demand without competing directly at the model layer. [4] Private AI access Venice has a differentiated product and a more direct connection between token ownership and service consumption. i remain structurally bullish on AI + Crypto over the next 3 to 7 years. but I would not hold these projects as an equal-weight basket. a useful network can still have a weak token if emissions, unlocks, or poor fee capture exceed organic demand. Product growth and token value capture are not the same thing. My highest-conviction group currently includes: TAO, RENDER, NEAR, VVV. NFA.

  116104608.9K viewsView on X
• Sep 18, 2026

  i’m reviewing every major opportunity as a potential Best Crypto Investment for the upcoming bull cycle. after experiencing several market cycles, I’ve learned that low prices alone do not create good investments. i look for three things: – Real demand – Verifiable revenue – A clear reason to grow in the next cycle Here are the areas I’m watching most closely. [1] Bitcoin i still believe the 4-year cycle matters. Macro conditions can support Bitcoin, but investor positioning and shared cycle expectations still influence price more than many people admit. I’m not trying to predict the exact bottom. I’m watching for a strong accumulation range over the next few months. BTC remains the core position with the lowest execution risk. [2] Stablecoins and payments The GENIUS Act gave the US its first federal framework for payment stablecoins. This is important because stablecoins are moving from a crypto product into regulated financial infrastructure. i’m watching: – @circle for stablecoin issuance and distribution – @RedotPay for real-world crypto payments – @fun for simpler onchain deposits and checkout i’m especially interested in products that already have users, volume and revenue. [3] Ethereum Ethereum still has the deepest stablecoin liquidity, the largest RWA base and the strongest DeFi infra. Its main challenge is value capture. L2s create more scale, but they also take activity and fees away from Ethereum L1. i remain positive on ETH, but i now evaluate it as financial infra, not only as a technology investment. [4] Robinhood Chain @RobinhoodCrypto is one of the newest opportunities on my list. Robinhood already has global distribution, active traders and a growing tokenized-stock product. It has already attracted strong DEX activity, while more than 190 Stock Tokens have created a direct connection between equities + DeFi + meme. i think Robinhood Chain could become an important market for: – Tokenized stocks + Stock-based liquidity pools. – Stablecoin lending & Consumer-facing DeFi. – Perpetual trading. There is no native Robinhood token at the moment, so I’m not forcing a direct token thesis. i’m watching $HOOD as the equity pairs with tokens onchain, and the protocols gaining real volume thru trends like stocks memecoins $CASHCAT, $AI, $BONER. [5] Onchain trading @HyperliquidX remains one of the clearest examples of product-market fit in crypto. Users trade, the protocol collects fees, and those fees are converted into $HYPE through the Assistance Fund. That is much easier for me to evaluate than a token that depends entirely on future adoption. i’m also watching onchain credit and asset markets where demand can be measured directly. [6] Prediction markets @Polymarket and @Kalshi have shown that prediction markets can attract mainstream users. Polymarket offers global, non-custodial markets. Kalshi combines regulated access with distribution through platforms such as Robinhood and Interactive Brokers. i see this category as one of crypto’s strongest paths toward mass adoption. [7] AI × Crypto i remain selective here. i’m interested in projects solving measurable problems around compute, data and payments for AI agents. @grass, @hyperbolic_labs and @NousResearch are worth following because they are building products for real AI demand. my current view is that the Best Crypto Investments for the next bull cycle will not come from one narrative. they will come from assets and businesses that survive weak sentiment, continue generating demand and enter the next expansion phase with stronger fundamentals. this is where I currently see the strongest combination of adoption, revenue and long term financial relevance. DYOR.

  13073209.3K viewsView on X
• Sep 14, 2026

  after the memecoin craze, where is capital showing signs of moving next? i’ve stopped treating memecoin volume as noise. in a thin market, nobody funds a launchpad that prints seven figures a day. When that starts happening again and when the new meta is pairing memes with tokenized stocks, this is the sign of liquidity coming back with a new meta. The last cycle taught me that memes usually wake up first. What I’m watching now is where that capital goes after it gets bored of the casino. [1] Strong revenue projects The first stop is always the businesses that already collect fees and buy their own token. Speculative capital likes a flywheel it can actually see. – $HYPE: still one of crypto’s largest real fee engines, and most of that revenue goes straight into buybacks. – $PUMP: the launchpad cooled, but the business did not. Annualized fees are still huge and a large cut keeps burning supply. – $PONS: RH launchpad turned meme issuance into a fee machine and routes most of that back into the token. – $STONK: the new Solana version of the same idea, pairing launches with stocks and majors, and already competing with Pons on daily revenue. [2] Essential infra once volume picks up Once that flow exists, it has to travel through venues. These names don’t need a fresh story cuz they just need onchain activity – $UNI: still the default spot rail, and the fee switch finally turns volume into protocol revenue and buybacks. – $JUP: Solana’s routing and perps layer. If Pump, Stonk and stock pairs keep printing, Jupiter sits in the middle of it. – $RAY: the AMM that catches Solana launchpad flow on the way out. When graduation volume spikes, Raydium fees follow. – $AERO: Base’s liquidity hub. If agent and inference tokens keep trading there, Aerodrome is the pool they have to use. [3] AI and AI inference I still believe AI will be the next catalyst for years since the nonstop shipping from major AI company. – $TAO: the base asset for subnets that sell real inference and compute instead of just emitting points. – $NEAR: the rail I want if agents need private execution, payments and cross-chain intents in one place. – $VVV: Venice turned private inference into a real business, crossed $100M annualized revenue, and buys back the token from API spend. – $Surplus: an orderbook for leftover inference capacity. If models keep getting cheaper, unused seats become a market. [4] DeFi and yield farming The quiet bid is still yield. People who are not flipping are parking stables where borrow demand is real. – $AAVE: still the deepest lending book. When risk-on returns, leverage and stablecoin utilization show up here first. – Morpho: vaults and curated markets where I can actually see who is borrowing and why the rate exists. – $ENA: sUSDe is still one of the few large onchain yields that comes from funding, not from printing points. If this is the early part of a bull, those four sleeves are where I want size before the rest of the timeline notices. DYOR.

  10275506.7K viewsView on X
• Sep 10, 2026

  are stock memes gradually turning into a platform race? the names i’m watching most closely right now: >> Robinhood Chain: Pons / $PONS → @ponsdotfamily LONG / $AI → @longdotxyz PAIR / $PAIR → @pairdotfund >> BNB Chain: Four. meme / $FORM → @fourdotmemezh Flap → @flapdotsh >> Solana: StonkFun / $STONK → @LaunchOnSF >> Base: BaseStonk / $BSTONK → @BaseStonk The Stonks Exchange / $STONKEX → @Stonks_Exchange i’ll prioritize the platforms that can bring users in, keep capital there, and get them to come back and trade repeatedly. if the stock meme narrative keeps expanding, value could gradually shift from individual memes to the infrastructure behind that flow. NFA.

  11183907.4K viewsView on X

Ranked by total interactions across everything we have tracked for this account, which is a longer history than the 30-day window the rates above use. The multiple compares each post to this account's own median.

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