Cheeezzyyyy

Cheeezzyyyy

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doing research; prev @pendle_fi SWE

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In today’s ever-evolving DeFi landscape, horizontal cross-ecosystem distribution is key to staying adaptive in maxxing out value capture. The era of “silo-ed VMs only” is over and clinging to a single-ecosystem worldview is simply outdated. The future belongs to networks that expand across execution layers, not those that isolate themselves in one. Mantle recognises this, and is adapting fast. With $MNT now extending its first step into Solana-based asset availability, Mantle is signalling a clear, long-term strategy: Distribution as a moat. This move imo sits perfectly in line with Solana’s broader trajectory toward becoming the 'Internet Capital Markets' layer, especially as RWA-Fi becomes one of the most institutionally credible narratives in the market. And if you're wondering how so, just pause for a moment and zoom out on the larger RWA opportunity. Mantle and SolanaAccording to @RWA_xyz, RWA sector sits at ~$23.5B TVL (distributed assets), up 14.7x since 2023 with 283.4% CAGR powered by 250+ active issuers. Yet, this is still just the beginning. 🔸Global real-world asset value stands at ~$430T. 🔸Even hitting the conservative estimate of $16–$24T tokenised assets by 2030 would mean we’re only at 3.7% TAM penetration. The market opportunity upside here is immensely huge. And among all chains, Solana stands out as the most promising institutional-ready environment. We can already see this play out across its ecosystem: 🔹Strong private credit growth via @maplefinance as $syrupUSDC deepens 🔹Expanding institutional issuance from @Securitize ($BUIDL, $ACRED, $VBILL) 🔹@OndoFinance assets ( $USDY, $OUSG) actively used across Solana DeFi 🔹@BackedFi tokenised equities gaining traction on Loopscale 🔹Keel (Sky Protocol) entering as a dedicated liquidity allocator with $2.5B deployable capital Together, these developments highlight both (1) strategic native capital presence, and (2) explicit institutional validation for tokenised finance. This is where Mantle’s latest expansion fits in almost perfectly, as it’s long-term roadmap alignment becomes clearer. Mantle has been increasingly RWA-aligned since Q4, and its latest GTM push fully leverages a recently established strong tri-fecta: Byreal x Bybit x Mantle → an integrated issuance + distribution framework for tokenised assets. Mantle and SolanaIn this implementation: 🔸 @byreal_io handles the RWA DEX integration (LP rails) 🔸 @Bybit_Official handles CeFi distribution via the Bybit Alpha interface 🔸 $MNT becomes the connective asset, securely bridged via @LayerZero_Core OFT This combination creates a uniquely powerful cross-ecosystem distribution loop. And with Byreal's roadmap already pointing toward Solana-native DeFi integrations, Mantle is positioning itself to tap into one of the most institutionally-validated ecosystems at exactly the right moment. Ultimately, I see this as a strategic foothold into an ecosystem that is rapidly becoming the institutional centre of gravity for RWA-Fi, while setting up a long-term multi-ecosystem presence with asymmetric upside. And if the trend continues, Mantle’s cross-ecosystem footprint will only compound from here. twitter.com/0xCheeezzyyyy/stat...

.@aevoxyz just rolled out volume-based fee cashback in $USDC, offering up to 2% back depending on your tier. This stacks on top of existing staking benefits, meaning stakers now enjoy both (1) discounted fees (up to 20%) and (2) direct $USDC rebates which effectively lowers trading costs across the board. Cashback is calculated based on weekly trading volume and is automatically distributed at the end of each epoch. *Note: Cashback currently applies to perps only, not options or pre-launch markets. IMO this is a pretty meaningful upgrade for active traders. Note that with AGP-3 in-place, Aevo also has the following usage perks: 🔸 Trading Rewards → Volume-based w/ weekly 1M $AEVO to distribute to active traders on a rolling weekly cycle. 🔸 Enhanced $AEVO Staking → Significant share of Treasury LP distributions in June ($AEVO + $USDC + trade fees) which represents direct platform-to-token value transfer. 🔸 Buyback & Burn Mechanism → Recurring monthly program where buybacks scale with platform-wide volume Between staking multipliers, LP-based real yield, and now direct fee rebates, Aevo is steadily turning its incentive design into a self-reinforcing loop: Lower effective fees → more volume routed → higher rewards generated for aligned power users A strong direction overall, and one that positions Aevo as one of the most cost-efficient venues for perps rn.

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