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Roadmap to the agentic economy
@Talus_Labs just dropped the Talus ecosystem plan, charting the rails from now till full-scale decentralised agent infra
Phase 1 (Ignition, early 2026)
+ Onboard first ecosystem tools via Talus Vision + Nexus
+ Incubated project Mainnet brings AvA gaming to life
+ Decentralised memory layer goes live
+ Talus Vision expands with AI-powered features
Phase 2 & beyond
+ Shift to permissionless Leader Nodes
+ Open Agent Marketplace → builders earn fully onchain
+ Launch Talus DAO
+ Multi-chain support
Thesis: Talus is positioning itself as the infra backbone for auton
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2025 marked a breakout year for stablecoins
Aptos emerged as one of the Layer 1s capturing meaningful market share in this category
A strong ecosystem starts with capital inflows
Stablecoins come first, ecosystem growth follows, and price appreciation tends to arrive later
@Aptos closed 2025 with highly compelling metrics
According to @MessariCrypto, Aptos recorded:
❯ Stablecoin market cap up 114%, rising from ~$628M at the start of the year to $1.51B by the end of November
❯ Stablecoin transfer volume up 5.6×, growing from $8.6B/month (January) to $48.4B/month (November)
Key drivers behind th
APT-3.43%
USD1-0.01%
PYUSD-0.08%
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Nexus turns agent workflows into a unified onchain–offchai circuit
@Talus_Labs designs Nexus as the coordination core, where every user request transforms into a complete agentic workflow: interpret → execute → record → return
1) Request Layer: where intent enters the system
A user submits a request → Talus Agents receive it and determine the correct workflow path.
2) Onchain Packages: the orchestration engine
+ Manage workflow state
+ Trigger execution steps
+ Bridge agents with the full tool stack
This layer ensures every action anchors to onchain state
3) Tool Execution: onchain and offchai
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TL;DR Aptos: Infrastructure Development & Ecosystem Growth - @Delphi_Digital
I distilled the most strategic insights from the report into a clear, high-signal breakdown
If you are tracking high-performance execution layers, this is where the Aptos story becomes compelling ⤵
@Aptos evolves from a high-performance L1 into a global financial and data operating system
The report frames a network ready for real-world scale: settlement-grade speed, enterprise-level data systems, and seamless cross-chain onboarding
1️⃣ Aptos positions itself as global financial-grade infrastructure
+ 50ms block time
APT-3.43%
ETH0.3%
USDP-0.01%
AAVE-7.92%
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Ethena's revenue curve signals a protocol entering explosive scale
After crossing the $250M Fee Switch threshold, cumulative fees accelerated toward $614M+ by mid-December
Key takeaways:
+ Fee Switch activated strong sENA staking demand
+ USDE top 3 stablecoin MC on Defilama
+ Funding rate and basis yields fueled rapid monthly growth
+ USDe strengthened its position as a yield-bearing synthetic dollar
+ ENA captured expanding real revenue through sENA
+ The curve aligns @ethena_labs with the core flow of the 2025 derivatives market
A trajectory shaped for a billion-dollar cumulative revenue
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A flywheel is spinning inside Talus
More tools create more agents
More agents amplify demand for $US
@Talus_Labs is shaping an agent economy where developers and users expand the network together
Nexus turns automation into a marketplace: each Tool becomes a modular capability that other builders integrate, and each Agent becomes a callable service
Every execution streams $US to creators, transforming logic into continuous onchain income.
This fuels a powerful growth loop:
> New tools expand what agents can accomplish
> More agents increase workflow activity
> Rising activity strengthens $US u
US-1.23%
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Across recent industry reports, two keywords appear repeatedly when discussing projects built to survive and lead the next cycle: service and revenue
@ethena_labs recognized this shift early and became a pioneer of yield-bearing services at the infrastructure layer
They possess deep liquidity, a proven funding-rate engine, and a model that is quickly becoming a structural trend
To capture this demand, Ethena built Ethena Whitelabel a Stablecoin-as-a-Service (SaaS) platform that enables any project to launch and operate its own stablecoin without rebuilding the entire stack of risk management,
ENA-2.03%
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Across recent industry reports, two keywords appear repeatedly when discussing projects built to survive and lead the next cycle: service and revenue
@ethena_labs recognized this shift early and became a pioneer of yield-bearing services at the infrastructure layer
They possess deep liquidity, a proven funding-rate engine, and a model that is quickly becoming a structural trend
To capture this demand, Ethena built Ethena Whitelabel a Stablecoin-as-a-Service (SaaS) platform that enables any project to launch and operate its own stablecoin without rebuilding the entire stack of risk management,
ENA-2.03%
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Aptos stablecoin market cap hit $1.833B new ATH
A curve fueled by structural inflows and rising real usage is now reshaping the ecosystem’s liquidity base
What’s driving the acceleration ↓
> Native USDT + USDC issuance creating trust premium and attracting institutional-grade liquidity
> Deepening DeFi liquidity across Thala, Hyperion, Panora, Tapp, where stablecoins rotate through swaps, LPs, routing layers
> Yield engines Aries, Echelon, Moar, Goblin, Amnis, Kofi pushing velocity through lending, restaking, leverage strategies
> RWA settlement from BUIDL, BENJI, USDY, UMA/BHMA, ACRED using s
APT-3.43%
BENJI1.37%
UMA-2.83%
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Ethena Blog is now live
I’ve been tracking @ethena_labs from the Whitelabel phase to its rise in PT dominance
This new hub brings every essential insight into one place
> Protocol integrations across Pendle, Fluid, Euler
> Macro analysis on stablecoin growth in both DeFi and CEX
> Deep dives into sUSDe / USDtb yield strategies
> Early signals on narrative shifts and partner expansion
> For builders, traders, and researchers around Ethena’s ecosystem → this is the playbook
A resource that highlights @Ethena_Eco, the next move before the charts reflect it
Bookmark it
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$ENA holders reached 83k a steady climb across 20 months
The catalyst behind the surge:
sENA liquid staking, launched in Sep 2025
Stake ENA → receive sENA that remains fully composable across DeFi (Pendle, Aave, Morpho, and more)
At the same time, sENA earns 15% of future token supply from ecosystem partners:
@etherealdex
@BasedOneX
@DeriveXYZ
@strata_fi
@Terminal_fi
@EchelonMarket
@hyenatrade
@ReyaFinance
@nunchi
Impact so far: >13% of the total ENA supply is staked
Across the last 3 months of 2025, the community grew by ~25k holders, fueled by a model that turns @ethena_labs and @Ethena_Eco
ENA-2.03%
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Agents on @Talus_Labs walk an invisible pathway a lattice of tools and transitions only the DAG can interpret
Here’s the map behind the curtain
1) Request → Workflow
• A user submits a request
• Talus transforms that intent into a DAG workflow
• The workflow defines each step and the expected outputs
→ Intent becomes a structured execution path.
2) DAG Execution → Tools at work
Inside the DAG, each node is a Tool:
• One tool branches logic
• One processes initial inputs
• One refines and aggregates results
All branches run in parallel and converge at the terminal state (T).
→ A modular, parall
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Most earn platforms ask for trust
@moremarketsxyz asks for attention because everything is visible
> 34.6% of users prioritize full control
> 27.7% want clear insight into how strategies operate
MoreMarkets meets both expectations with precision
Audited on-chain strategies with step-by-step verifiability
Real-time portfolio visibility from capital flow to yield flow
Anytime withdrawal custody stays entirely with the user
The $37.5M AUM highlights a new direction: earning while holding your own keys is moving toward the retail default
If traditional vaults feel like closed rooms, MoreMarkets fe
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