Read Time: ~5 minutes
⚡Snapshot
5 tokens I’m buying for 2025
Delphi Digital’s DeFi Year Ahead 2025 is out
700% APY on ai16z
New Dynamo Defi website and metrics dashboard (in beta) are live!
📖 Recommended Reads
⚡Delphi Digital DeFi Year Ahead 2025
Opportunities and what’s missing for mass adoption
Excerpt from Delphi Digital’s Year Ahead for AI + DePIN 2025
Breakdown of stablecoin market’s latest entrant
⚡Michael Saylor Pitches $81T Bitcoin reserve plan for the US
Saylor says the reserve will empower businesses and drive growth
⚡Favorite projects on Sonic to use in anticipation of the airdrop
LST protocol, perps DEX, familiar yield aggregator and NFT marketplace
⚡Stop Gambling, Start Analyzing
3 hours of premium content teaching you to find gems, track smart money, and spot opportunities before they trend. Learn to analyze crypto like a pro.
🔢Onchain Analysis
Who is Holding Up After the Dip?
The total crypto market cap fell about 12% from the highs two weeks ago.
In the last 7 days, Base and Solana still have nearly $150M of net flows into their ecosystems. Arbitrum saw a $275M net outflow.
Moving to DeFiLlama: we see Ethereum, Bitcoin, BSC, Base, Sui and Hyperliquid still have positive TVL growth among major chains over the last 30 days.
Ethereum
Ethena is approaching $6B in TVL, up over 50% in the last month
Pendle’s $4.5B TVL is up 28% in the same time frame
Usual launched their token last week, and the stablecoin project added $1B in TVL since December 1st
Bitcoin
Bitcoin TVL went up in a straight line this month. Babylon and Lombard added billions in TVL. Stacks sBTC also went live, which unlocks further utility for BTC holders. We’ll have more on this soon - keep an eye on your inbox!
Base
Morpho is the standout protocol on Base in TVL terms. The protocol is live on Ethereum & Base, and now has nearly $3B in TVL. $300M of that TVL currently comes from Base.
Base also transacted 60% of Ethereum’s volume over the last 7 days.
🚜Farm of the Week
SOL-AI16Z on Raydium
ai16z’s ai-led hedge fund and leading AI Agent framework earned the token a market cap of nearly $1B. The token price has dropped from the peak, but the token is experiencing heavy trading volume. This translates into yield opportunities.
How it Works
To capitalize on the heavy trading volume, we can provide liquidity on Raydium for up to a 700% yield.
This is concentrated liquidity, so we need to set our range within which we’d like to provide liquidity. You’ll earn fees when swaps are made within your liquidity provision range.
Because the ai16z token is volatile against SOL, we’ll want to expand our trading range. A 40% range provides a broader range where fees will be earned, but it will need to be monitored. If the token pair goes outside of your trading range, you won’t earn fees and you could be exposed to impermanent loss.
To start providing liquidity, enter the token amounts you’d like to supply & deposit!
Risks
If price moves out of your liquidity range, you won’t earn fees. Keep an eye on prices and adjust if necessary.
My Top 5 Crypto Picks for 2025
⚡I learned crypto the hard way so you don’t have to
In 2021 I learned a painful lesson after losing everything. Here's the system I built to make it all back (and then 10X more)
🛠️Tool Spotlight
DeFiLlama Token Unlocks
DeFiLlama’s Unlocks dashboard tracks & displays upcoming token unlocks. The unlocks can be sorted by unlock date, token market cap, the percentage of tokens unlocked, and more.
For each token we can see the unlock schedule and who the unlocked tokens are going to.
More helpful DeFi Tools: The Dynamo DeFi Crypto Tools List
📅Key Events This Week
Macro Events
📊 CB Consumer Confidence data - December 23rd
📊 November New Home Sales data - December 24th
📊 Bank of Japan governor speaks - December 25th
📊 Initial Jobless Claims data - December 26th
📊 Atlanta Fed GDPNow data - December 26th
Token Unlocks: $665M Unlocking This Week
🔓Tokenomist: Track token unlocks and make better investment decisions. Use my code DDNM5 for 5% off Pro Plans.
🔓MRS (11.87%) - December 23rd
🔓KARRAT (6.45%) - December 23rd
🔓AITECH (0.51%) - December 23rd
🔓EIGEN (0.61%) - December 24th
🔓MURA (34.84%) - December 27th
🔓IMX (1.45%) - December 27th
🔓APEX (19.04%) - December 27th
🔓YGG (3.43%) - December 27th
🔓AGIX (2.35%) - December 28th
🔓VELO (2.47%) - December 29th
Launches & Updates
Note that these launches are mostly unvetted by the Dynamo DeFi team and this isn’t an endorsement of any of them.
🚀ISP token burn - December 25th (Source)
🚀 ELF system upgrade - December 25th (Source)
🚀 BONK token burn - December 25th (Source)
🚀 Destra network staking launch - December 27th (Source)
🚀 ROOT genesis lootcrate launch - December 28th (Source)
⚡Favorite Resources
If you want to dive deeper, here are some of my favorite resources:
🛠️ The Dynamo DeFi Crypto Tools List: A comprehensive list of 100+ crypto tools to help with portfolio tracking, analytics, airdrops and more.
🚀 RocketX: The 1-stop-shop to get the best rates for on-chain & cross-chain swaps.
🛡️ Ledger: The smartest way to secure your crypto. Buy & sell crypto with full control over your assets.
For more frequent content, follow me on Twitter and YouTube.
Until next time,
Dynamo DeFi
