Chainfeeds Introduction:
If you are a little afraid of the Perp Dex narrative, here are three value tracks that are exploding at high speed that you must pay attention to.
Article Source:
https://x.com/tmel0211/status/1972594210105913383
Article author:
Haotian
Viewpoint:
Haotian: 1) Prediction Market Derivatives: Polymarket is valued at nearly $10 billion, and Kalshi secured $185 million in funding led by Paradigm. Monthly trading volume for the entire prediction market has exceeded $1 billion, making it no longer a niche market. Currently, prediction markets primarily operate on a binary options model (yes/no). Its derivatives layer can be integrated with DeFi to build more complex product protocols, including lending, perpetual contracts, AI-powered prediction markets, cross-prediction market arbitrage platforms, automated market makers, and more. In the future, major events like economic data, major sporting events, and crypto pre-markets will amplify this market's exposure and create scalability. 2) AI-powered Agent Payments: Recently, Google, in collaboration with 60 partners, launched the AP2 protocol, which provides trusted payments between agents through authorization mechanisms and verifiable VCs. Simultaneously, Google is collaborating with Coinbase, the Ethereum Foundation, and others to develop the x402 crypto payment component, enabling agents to seamlessly process crypto assets such as stablecoins. AP2 inherits protocols such as MCP and A2A, enabling the last-mile payment infrastructure for the Agent-to-Agent economy. This fully opens up the complete chain of autonomous analysis, execution, and payment for AI agents, paving the way for the true explosion of the AgentFi economy. 3) Yield-Bearing Stablecoin Investment: Ethena's continued increase in liquidity and the exceptional performance of Plasma's Time-Based Early Entry (TGE) have made the yield-bearing sector a hot commodity. Its reliance on Wall Street institutional investors and market growth expectations have garnered significant attention compared to other crypto-native narratives. Yield-bearing stablecoins integrate DeFi protocols (lending, liquidity mining) with RWA assets (US Treasuries and corporate bonds) to offer holders an APY of 4%-25%, maintaining the stability of the USD peg while generating sustainable interest-bearing returns. Ultimately, holding the coin itself becomes a risk-free farming strategy. Undoubtedly, yield-bearing stablecoins are becoming a new infrastructure for the DeFi ecosystem.
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