andrew.moh

andrew.moh

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prev @kpmg ▸ Educational Writer 🧵 | ▸ Narrative Insights 📚 | ▸ Alpha Detector ✡️ ▸ @magpiexyz_io amb | @Mantle_Official contributor

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Since summarizing the past week on @SeiNetwork, I've realized there are too many milestones to cover. Zooming out to the first half of 2025, we can witness a huge leap of Sei from an undervalued L1 to the emerging TradFi hub. Thanks to @nansen_ai for the detailed report. + Sei GIGA whitepaper - 5 gigagas per second + Adoption of RWA-backed stablecoins: fastUSD from BlackRock and USDY by Ondo + Native USDC and CCTP V2 + Sei's path to TradFi: $SEI ETP (paving the way for a $SEI ETF) These upgrades are set to meet the enormous demands on Sei, with $5.5b in daily stablecoin volume and 1.8m daily transactions. Sei is moving faster than us.

These metrics on the prediction market may blow your mind. + Total trading volume on @trylimitless has surpassed $300m. + Significant growth in July and August 2025 contributed greatly to this volume. Notably, monthly active traders on Limitless have reached a new all-time twitter.com/0xAndrewMoh/status...

The more people use AlphaVaults, the smarter AlphaSwarm gets. That’s the compounding loop powering $THQ. @TheoriqAI is launching an autonomous network. Here’s why $THQ tokenomics + product stack could blow up. 🧵⬇️

The SEC is officially reviewing $SEI ETF filings from Canary. FYI: For SEI to align with Spot BTC and ETH ETFs, it must pass a stringent process involving: + core tech base + the foundation of Sei + the tokenomics of $SEI Most importantly, US investors' exposure to SEI. Why?

What an easy-to-digest recap on what @wardenprotocol cooking below. + You contribute = you earn PUMPs + PUMPs = conversion to $WARD + $WARD = access, staking, governance, compute + Every agent interaction = fuel for the flywheel For shorter: Use ➜ earn ➜ unlock ➜ repeat. twitter.com/0xAndrewMoh/status...

Previously: $HOME buyback. And now: @defidotapp DAO has purchased even more $HOME. ➜ This increase is reflected in the surged DEX volume on DeFi App. Setting the fixed 1b $HOME aside, more bonus $HOME = more XP stacked = higher revenue = more buybacks. Currently, the DAO is twitter.com/0xAndrewMoh/status...

90% of generated fees go back to the apps. So far, @SonicLabs is the only network with this level of commitment. Let's compare two types of fees: + Chain fees (last 30 days): $86,631 + App fees (last 30 days): the top protocol has generated over $1m, which is unsurprising since @ShadowOnSonic is the native DEX on Sonic. ➜ Chain fees (despite being much lower) are crucial for the Sonic team to run the network The FeeM provides real encouragement to builders on Sonic, which is essential during the early stages. twitter.com/0xAndrewMoh/status...

The EVM gates just opened on Injective. Now imagine combining TradFi-grade products, AI exposure, and liquid perp markets, on one chain. That’s what @injective is building. Let’s walk through the verticals to watch: 🧵⬇️

Remember what I said about Prediction Markets? @trylimitless even allows users to vote on our position when the 7D horse race ends. ➜ It's interesting to see that people place a 17% winning rate on my shoulders. This leaderboard may be hard to predict, but trust me, Limitless allows users to bet on more predictable events. And yes, some earn daily income from Limitless. Keep in mind that they're also rewarding 0.25% of the total supply to the top 250 Quackers. twitter.com/0xAndrewMoh/status...

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