Suilend has grown into the top money market and liquid staking provider on Sui. STEAMM, Suilend’s Superfluid AMM, presents a compelling avenue for growing market share within Sui’s DEX landscape and revenue generation for the protocol. Suilend’s multi-product suite position it well for owning market share across key verticals. While current metrics across the Sui ecosystem are likely inflated due to Sui Foundation incentive programs, SEND trades at amongst the lowest multiples in the lend/borrow sector, suggesting that a bull case for continued growth in the ecosystem may be mispriced.

Pump.fun launched in direct response to the Solana memecoin boom of early 2024 and was introduced as a fair-launch platform to address the issues with memecoin presales, insider and celebrity influence, and rugpulls.

Nillion’s Monad Integration is poised to catalyze the next phase of DeSci’s evolution by eliminating key privacy bottlenecks. This synergy allows researchers, institutions, and DAOs to exchange sensitive data and insights securely while managing governance and payments onchain.

The consumer crypto era has definitively begun, kick started by Pump.fun, we’re seeing bright spots across the consumer crypto landscape. We firmly believe this trend has legs. Some of our favorite crypto consumer apps today are leaning into a feature uniquely enabled by crypto - net new asset issuance. We believe this gives them a higher probability of success than previous experiments, which eschewed speculation and did not lean into crypto’s unique enabling features.