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![TheDeFiPlug Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45717966.png) THEDEFIPLUG [@TheDeFiPlug](/creator/twitter/TheDeFiPlug) on x 53.8K followers
Created: 2025-07-15 05:43:40 UTC

This Week’s Alpha Allocation: @Mantle_Official

• Sector: Layer X
• Token: $MNT

→ Project Insight

Mantle (@Mantle_Official) is a modular Ethereum Layer X that combines EigenDA-based scalability, a $2.5B+ DAO treasury, and a native yield layer ($mETH) to become crypto’s most structurally sustainable L2.

It isn’t trying to out-hype Solana or out-speed Base.

Instead, Mantle is positioning itself as DeFi’s Capital Layer, built for real yield, sticky liquidity, and institutional-grade infrastructure.

Key primitives like $mETH (liquid staking), UR (fiat onramp banking), and a fast-growing DeFi stack (Agni, FusionX, Treehouse, Ondo, etc.) are turning Mantle into a self-reinforcing economic zone.

→ Catalyst

X. $mETH Hits $1.1B TVL: Now powering 15+ DeFi protocols. Its growth traps liquidity inside Mantle, creating a real staking flywheel.

X. $2.58B DAO Treasury: Largest in any L2. Actively funding DeFi, ecosystem rewards, and yield. No reliance on external liquidity.

X. UR Banking App: Beta phase went live July XX. Direct fiat-to-yield bridge for onboarding into $mETH, expanding Mantle’s user funnel.

X. Modular by Default: L2 went live with EigenDA. Cheaper fees, better UX, and front-running the modular L2 narrative.

X. TVL Growing Across Core dApps: Merchant Moe, Agni, and Treehouse are all scaling organically. $225M+ total DeFi TVL.

X. Momentum Building: $MNT bounced from support. OI rising, funding positive. Setup looks clean above $XXXX.

→ Why You Should Buy Now

• Still midcap: $2.4B MCap vs $4.4B FDV

• $MNT is the value sink for Mantle: gas, governance, rewards. All capital flows return to the token

• Yield flows from $mETH keep growing: >10,000+ L1 holders and 163K+ L2 holders

• Treasury can sustain ecosystem for years without dilution, unlike inflation-reliant chains

• The flywheel is compounding:
$mETH → more DeFi → more TVL → more users → more $MNT demand

→ My Price Prediction

$MNT is trading just below key resistance at $XXXX.

If broken:

• Next target: $XXXX

• Swing target: $XXXX

Bullish continuation supported by rising $mETH TVL, and favorable modular narrative rotation

→ Rotation Narrative

Mantle isn’t farming TVL, it’s trapping it.

Where other L2s rely on bribes and points, Mantle uses structural capital flow loops powered by:

✅ Native staking ($mETH)
✅ Massive treasury
✅ Native DeFi apps
✅ Real fiat onramps (UR)

This is how the next era of L2s will dominate: yield by design, not by emissions.

$MNT is the most underowned capital-layer bet in the entire Ethereum ecosystem.

![](https://pbs.twimg.com/media/Gv4DyaOXoAASrsB.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944996263382147312/c:line.svg)

**Related Topics**
[meth](/topic/meth)
[mongolian tughrik](/topic/mongolian-tughrik)
[l2](/topic/l2)
[cryptos](/topic/cryptos)
[coins dao](/topic/coins-dao)
[$25b](/topic/$25b)
[token](/topic/token)
[coins layer 2](/topic/coins-layer-2)

[Post Link](https://x.com/TheDeFiPlug/status/1944996263382147312)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

TheDeFiPlug Avatar THEDEFIPLUG @TheDeFiPlug on x 53.8K followers Created: 2025-07-15 05:43:40 UTC

This Week’s Alpha Allocation: @Mantle_Official

• Sector: Layer X • Token: $MNT

→ Project Insight

Mantle (@Mantle_Official) is a modular Ethereum Layer X that combines EigenDA-based scalability, a $2.5B+ DAO treasury, and a native yield layer ($mETH) to become crypto’s most structurally sustainable L2.

It isn’t trying to out-hype Solana or out-speed Base.

Instead, Mantle is positioning itself as DeFi’s Capital Layer, built for real yield, sticky liquidity, and institutional-grade infrastructure.

Key primitives like $mETH (liquid staking), UR (fiat onramp banking), and a fast-growing DeFi stack (Agni, FusionX, Treehouse, Ondo, etc.) are turning Mantle into a self-reinforcing economic zone.

→ Catalyst

X. $mETH Hits $1.1B TVL: Now powering 15+ DeFi protocols. Its growth traps liquidity inside Mantle, creating a real staking flywheel.

X. $2.58B DAO Treasury: Largest in any L2. Actively funding DeFi, ecosystem rewards, and yield. No reliance on external liquidity.

X. UR Banking App: Beta phase went live July XX. Direct fiat-to-yield bridge for onboarding into $mETH, expanding Mantle’s user funnel.

X. Modular by Default: L2 went live with EigenDA. Cheaper fees, better UX, and front-running the modular L2 narrative.

X. TVL Growing Across Core dApps: Merchant Moe, Agni, and Treehouse are all scaling organically. $225M+ total DeFi TVL.

X. Momentum Building: $MNT bounced from support. OI rising, funding positive. Setup looks clean above $XXXX.

→ Why You Should Buy Now

• Still midcap: $2.4B MCap vs $4.4B FDV

• $MNT is the value sink for Mantle: gas, governance, rewards. All capital flows return to the token

• Yield flows from $mETH keep growing: >10,000+ L1 holders and 163K+ L2 holders

• Treasury can sustain ecosystem for years without dilution, unlike inflation-reliant chains

• The flywheel is compounding: $mETH → more DeFi → more TVL → more users → more $MNT demand

→ My Price Prediction

$MNT is trading just below key resistance at $XXXX.

If broken:

• Next target: $XXXX

• Swing target: $XXXX

Bullish continuation supported by rising $mETH TVL, and favorable modular narrative rotation

→ Rotation Narrative

Mantle isn’t farming TVL, it’s trapping it.

Where other L2s rely on bribes and points, Mantle uses structural capital flow loops powered by:

✅ Native staking ($mETH) ✅ Massive treasury ✅ Native DeFi apps ✅ Real fiat onramps (UR)

This is how the next era of L2s will dominate: yield by design, not by emissions.

$MNT is the most underowned capital-layer bet in the entire Ethereum ecosystem.

XXXXX engagements

Engagements Line Chart

Related Topics meth mongolian tughrik l2 cryptos coins dao $25b token coins layer 2

Post Link

post/tweet::1944996263382147312
/post/tweet::1944996263382147312