➥ My thesis for this cycle is simple → hide the pipes, amplify the outcomes
@VeloraDEX becomes the execution layer you don’t think about
• Intent in, instant crosschain out across 17+ networks with MEV defense and gasless swaps
• Sources from 170+ venues for price improvement, $110B+ lifetime volume
• SDK/API so apps, games, and wallets plug liquidity in one codebase
• Governance via
$PSP with upgraded
$VLR on the way
@RaylsLabs lays the compliant rails for real-world scale
• reth-based L1 with sub-second finality, privacy-first via ZK + MPC and dual layers
• A roadmap for $100T to move onchain with banks and institutions
• $32M VC + $1.7M public raise, Dev Program and grants kicking off global builders
• TGE window targeted Q4’25 Q1’26, designed for audit-grade settlement
@useTria is the consumer-grade bank in your pocket
• Zero gas ever, one balance across chains, and a 6% cashback Visa
• 16%+ APY on USDC and 250k early users
• Billions campaign perks → $500K rewards pool, $10 instant credit, 0% fees
• Built for the AI agent future,
$TRIA is the keystone
@LayerBankFi coordinates liquidity into a living money market
• Omnichain L.Points where borrowers earn 2.4x to stimulate real flow
• Dynamic loops and moments of negative borrow APR for builder yield
•
$ULAB as the coordination layer for governance, rewards, and omnichain liquidity
@Solvprotocol turns idle
$BTC into productive Bitcoin
• SolvBTC is 1:1, PoR-verified, MiCA-ready custody, 15K+ minted and $1B+ active
• BTC+ and cross-venue APYs ~3 4.6% with instant mint/redeem
• SAL coordinates strategies so BTC can earn without leaving the Bitcoin standard
@GlintAnalytics becomes the shared brain of the stack
• AI-powered NLQ, low-code dashboards, and Create-to-Earn for analysts
• First Cookie Alpha Snaps with
$GLNT incentives and a Hallucination Protection Layer
Connect the dots
Tria pays, Velora executes across chains, SolvBTC becomes collateral, LayerBank composes yield, Rayls settles with compliance, Glint measures what matters
Which piece of this stack are you building on first and why
#DeFi #Bitcoin #AI #VeloraDEX #RaylsLabs #Tria #LayerBank #Solv #Glint $VLR $PSP $RLS $TRIA $ULAB $GLNT $BTC