If you are somewhat wary of the narrative of Perp Dex that relies on market FOMO sentiment, here are three rapidly emerging value tracks that you must follow:
1)— Prediction Market Derivatives
@Polymarket is valued at nearly $10 billion, and @Kalshi has secured $185 million led by Paradigm. The total monthly trading volume of the prediction market has exceeded $1 billion, and it is no longer a niche market.
Current prediction markets are primarily binary options models (Yes/No), and their derivatives layer can integrate DeFi to create more complex product protocols, including lending, perpetual contracts, AI + prediction markets, cross-prediction market arbitrage platforms, automated market makers, and so on.
In the future, significant events in areas such as economic data, major sporting events, and Crypto pre-Market will enhance the visibility of the market and create scale effects.
Related potential projects:
@gondorfi (provides lending and leverage tools to amplify positions on platforms like Polymarket)
@meleemarkets (PumpFun of prediction market)
@polldotfun (social prediction market that allows friends to bet on any event)
@TalusNetwork (introducing AI Agent infrastructure layer, supporting game competitions between Agents)
2)—AI代理支付:Agent Pay
Recently, Google, in collaboration with 60 partners, launched the AP2 protocol, which provides trust payments between Agents through an authorization mechanism and verifiable VCs.
At the same time, in collaboration with Coinbase, the Ethereum Foundation, and others, develop the x402 Crypto payment component, allowing agents to seamlessly handle stablecoins and other crypto assets.
AP2 has undertaken protocols such as MCP and A2A, realizing the construction of the last mile payment infrastructure for the Agent to Agent economy, completely unlocking the full link of autonomous analysis + execution + payment for AI Agents, which will provide the prerequisite for the true explosion of the AgentFi economy.
Related potential projects:
@GoKiteAI (Led by Paypal Ventures, an L1 designed specifically for Agent payments, supporting Kite Passport authentication, PoAI contribution proof, Agent App Store e-commerce integration, with an ecosystem TVL of approximately $1 billion)
@firecrawl_dev (Y Combinator investment, an open-source crawler tool that converts websites into LLM-ready data)
@trySkyfire (led by Coinbase, with additional investment from a16z, an open protocol that provides payment and authentication for AI agents, supporting agents to access websites/MCP servers)
3)—收益型稳定币理财:Stablecoin Yield-bearing
The continuously increasing liquidity from @ethena_labs, the unexpected market performance of @Plasma TGE, and the strong attention on @FalconStable have made the Yield-bearing track a hot topic. It embodies the expectations of Wall Street institutions' adoption and market growth expectations, making it stand out compared to other Crypto native narratives.
Yield-bearing stablecoins provide holders with an APY return of 4%-25% by integrating DeFi protocols (lending, liquidity mining) and RWA assets (U.S. Treasury bonds, corporate bonds), maintaining the stability of the dollar peg while achieving sustainable interest returns.
Ultimately, making "holding coins" itself a zero-risk farming strategy, there is no doubt that yield-bearing stablecoins are becoming the new infrastructure of the DeFi ecosystem.
Related potential projects:
@yieldbasis (Kraken Launchpad inaugural project, new work by Curve founder with high profile, IL-free AMM mechanism aimed at solving impermanent loss issues in DeFi)
@USDai_Official raised over $13M in funding from Framework/Dragonfly, the first yield-bearing stablecoin that tokenizes AI computing power earnings, converting GPU usage fees into on-chain dividends.
@capmoney_ (positioned as a stablecoin farming aggregation optimizer, deeply integrated with the @megaeth_labs ecosystem, its core product Cap Frontier is a points acceleration system)
@Theo_Network (Full-stack RWA platform, Hyperliquid mainnet T-Bill RWA stablecoin, deeply integrated with Hyperliquid's decentralized node system, the community has $HYPE airdrop expectations)
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Three high-speed explosive potential tracks
If you are somewhat wary of the narrative of Perp Dex that relies on market FOMO sentiment, here are three rapidly emerging value tracks that you must follow:
1)— Prediction Market Derivatives
@Polymarket is valued at nearly $10 billion, and @Kalshi has secured $185 million led by Paradigm. The total monthly trading volume of the prediction market has exceeded $1 billion, and it is no longer a niche market.
Current prediction markets are primarily binary options models (Yes/No), and their derivatives layer can integrate DeFi to create more complex product protocols, including lending, perpetual contracts, AI + prediction markets, cross-prediction market arbitrage platforms, automated market makers, and so on.
In the future, significant events in areas such as economic data, major sporting events, and Crypto pre-Market will enhance the visibility of the market and create scale effects.
Related potential projects:
@gondorfi (provides lending and leverage tools to amplify positions on platforms like Polymarket)
@meleemarkets (PumpFun of prediction market)
@polldotfun (social prediction market that allows friends to bet on any event)
@TalusNetwork (introducing AI Agent infrastructure layer, supporting game competitions between Agents)
2)—AI代理支付:Agent Pay
Recently, Google, in collaboration with 60 partners, launched the AP2 protocol, which provides trust payments between Agents through an authorization mechanism and verifiable VCs.
At the same time, in collaboration with Coinbase, the Ethereum Foundation, and others, develop the x402 Crypto payment component, allowing agents to seamlessly handle stablecoins and other crypto assets.
AP2 has undertaken protocols such as MCP and A2A, realizing the construction of the last mile payment infrastructure for the Agent to Agent economy, completely unlocking the full link of autonomous analysis + execution + payment for AI Agents, which will provide the prerequisite for the true explosion of the AgentFi economy.
Related potential projects:
@GoKiteAI (Led by Paypal Ventures, an L1 designed specifically for Agent payments, supporting Kite Passport authentication, PoAI contribution proof, Agent App Store e-commerce integration, with an ecosystem TVL of approximately $1 billion)
@firecrawl_dev (Y Combinator investment, an open-source crawler tool that converts websites into LLM-ready data)
@trySkyfire (led by Coinbase, with additional investment from a16z, an open protocol that provides payment and authentication for AI agents, supporting agents to access websites/MCP servers)
3)—收益型稳定币理财:Stablecoin Yield-bearing
The continuously increasing liquidity from @ethena_labs, the unexpected market performance of @Plasma TGE, and the strong attention on @FalconStable have made the Yield-bearing track a hot topic. It embodies the expectations of Wall Street institutions' adoption and market growth expectations, making it stand out compared to other Crypto native narratives.
Yield-bearing stablecoins provide holders with an APY return of 4%-25% by integrating DeFi protocols (lending, liquidity mining) and RWA assets (U.S. Treasury bonds, corporate bonds), maintaining the stability of the dollar peg while achieving sustainable interest returns.
Ultimately, making "holding coins" itself a zero-risk farming strategy, there is no doubt that yield-bearing stablecoins are becoming the new infrastructure of the DeFi ecosystem.
Related potential projects:
@yieldbasis (Kraken Launchpad inaugural project, new work by Curve founder with high profile, IL-free AMM mechanism aimed at solving impermanent loss issues in DeFi)
@USDai_Official raised over $13M in funding from Framework/Dragonfly, the first yield-bearing stablecoin that tokenizes AI computing power earnings, converting GPU usage fees into on-chain dividends.
@capmoney_ (positioned as a stablecoin farming aggregation optimizer, deeply integrated with the @megaeth_labs ecosystem, its core product Cap Frontier is a points acceleration system)
@Theo_Network (Full-stack RWA platform, Hyperliquid mainnet T-Bill RWA stablecoin, deeply integrated with Hyperliquid's decentralized node system, the community has $HYPE airdrop expectations)