[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.]  EricF [@EricCLFung](/creator/twitter/EricCLFung) on x 16.7K followers Created: 2025-07-23 15:43:23 UTC DeFi + AI + RWA = the real market movers right now. Ignore the chop, follow the flow. Despite the broader market cooling off, DeFi is silently ripping under the hood and I’m seeing three main themes crystallize: real-world assets (RWAs), DEX growth, and AI agent infrastructure. Total lending deposits across the major protocols just crossed $67.8B that’s Aave, Morpho, Maple Finance and others still stacking TVL, while everyone else fades into silence. So much is happening the last XX hours, i am going to take about a few → BNB’s run to $XXX wasn’t just random, it’s tightly tied to rising DEX activity and deeper liquidity rotation → DeFi Dev Corp now sits on a 999K SOL treasury, $19.2M raised by selling stock. This is a new breed of DeFi-native corporations doing structured funding → Even XRP, despite pulling back, is showing longer patterns that hint at a $X breakout scenario -- seriously, and ai side is strong too + We’ve got AIXBT, an AI-powered bot that saw $10M inflows in a day. + CDDStamp is reading price patterns with AI on BTC, ETH, altcoins and stocks. + Google Trends: “AI Agent” and "crypto" searches just hit all-time highs. The curiosity is turning into product usage. Then there’s INFINIT Labs, letting you run DeFi from your phone with AI. Agentic finance is real. (all the yappers are all about this) And TradFi’s taking notes too: Goldman and BNY are testing tokenized money market funds with potential AI overlays. ZK + AI is emerging as the next crossover narrative the combination of verifiable privacy with automated intelligence has massive implications for Web3 infrastructure What I really think... in this type of market, pick a LANE, convintion into something could be the key to generational wealth 1) DeFi and AI are converging fast. RWAs are becoming modular, multi-chain. 2) Polkadot and Injective is underpriced for the pace it’s scaling. 3) The market wants narrative, but the builders are working on structure. Let’s see who’s left after the hype fades. My bet? Here for the ride, and loving the vibes  XXX engagements  **Related Topics** [momentum](/topic/momentum) [finance](/topic/finance) [$678b](/topic/$678b) [lending](/topic/lending) [coins real world assets](/topic/coins-real-world-assets) [realworld](/topic/realworld) [hood](/topic/hood) [rwa](/topic/rwa) [Post Link](https://x.com/EricCLFung/status/1948046293018021926)
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EricF @EricCLFung on x 16.7K followers
Created: 2025-07-23 15:43:23 UTC
DeFi + AI + RWA = the real market movers right now. Ignore the chop, follow the flow.
Despite the broader market cooling off, DeFi is silently ripping under the hood and I’m seeing three main themes crystallize: real-world assets (RWAs), DEX growth, and AI agent infrastructure.
Total lending deposits across the major protocols just crossed $67.8B that’s Aave, Morpho, Maple Finance and others still stacking TVL, while everyone else fades into silence.
So much is happening the last XX hours, i am going to take about a few → BNB’s run to $XXX wasn’t just random, it’s tightly tied to rising DEX activity and deeper liquidity rotation → DeFi Dev Corp now sits on a 999K SOL treasury, $19.2M raised by selling stock. This is a new breed of DeFi-native corporations doing structured funding → Even XRP, despite pulling back, is showing longer patterns that hint at a $X breakout scenario
--
seriously, and ai side is strong too
- We’ve got AIXBT, an AI-powered bot that saw $10M inflows in a day.
- CDDStamp is reading price patterns with AI on BTC, ETH, altcoins and stocks.
- Google Trends: “AI Agent” and "crypto" searches just hit all-time highs. The curiosity is turning into product usage.
Then there’s INFINIT Labs, letting you run DeFi from your phone with AI. Agentic finance is real. (all the yappers are all about this)
And TradFi’s taking notes too: Goldman and BNY are testing tokenized money market funds with potential AI overlays.
ZK + AI is emerging as the next crossover narrative the combination of verifiable privacy with automated intelligence has massive implications for Web3 infrastructure
What I really think... in this type of market, pick a LANE, convintion into something could be the key to generational wealth
- DeFi and AI are converging fast. RWAs are becoming modular, multi-chain.
- Polkadot and Injective is underpriced for the pace it’s scaling.
- The market wants narrative, but the builders are working on structure.
Let’s see who’s left after the hype fades. My bet? Here for the ride, and loving the vibes
XXX engagements
Related Topics momentum finance $678b lending coins real world assets realworld hood rwa