Stacy in Dataland (´⊙~⊙`)

Jito is starting to look like a broader Solana infrastructure business. Right now the protocol generates about $2.4M annualized, mostly from MEV, but even conservative JTX adoption changes the revenue mix materially. At just 2% market share in a weaker market, JTX would already add roughly $1.4M and account for more than a third of total revenue. In a stronger cycle with 15% share, the numbers become much more aggressive, nearly $40M from JTX alone inside a projected $95.8M revenue base. That is a meaningful shift for a product that barely existed a year ago.

I've been posting quite a lot on X about marketing and GTM recently. We're in a bear market. It's brutal and hard to go through. So if you're on the builder side, I've created Green Dots Research for you ↓ https://research.greendots.agency/#/portal/signup/free I think now teams need strategic guidance and data-backed thinking more than ever – because the things that worked in a green market are no longer efficient. So make sure to subscribe and stay tuned for new studies. Much love <3

Altcoin breadth finally looks healthier again. Every major sector closed the last 7 days positive, but privacy coins are separating from the pack with 24% weekly gains and a staggering 674% performance over the last year, driven mostly by renewed demand around ZEC and XMR. AI also woke back up hard. Venice nearly doubled, ICP added more than 50%, and the sector finished the week up 20%, which tells us speculative capital is rotating back into higher-beta narratives after months of consolidation. The TON and JUP moves were different though, both tied to actual structural announcements around Telegram integration and regulated on-chain equities.

Heya! This one is for perp traders from my fam. Researched TrueCurrent during this weekend, there are a few cool things you are likely to enjoy: 1. 0% fees as a permanent design choice (not a promo) 2. Offering crypto + stock perps + commodities in one venue. Rn waitlist stage, sign up recommended (might be something for early birds). My invite code: https://tc.xyz/?r=9wjEv

April’s digital asset treasury inflows reached $4.1B, and Bitcoin accounted for almost all of it at $3.95B. Ethereum brought in about $158M, while every other asset combined remained relatively small. That gap says a lot about where institutional conviction still sits. Capital is clearly treating BTC as the primary balance sheet asset, while exposure to altcoins remains selective and much more tactical. Even with broader crypto narratives expanding, treasury adoption is still overwhelmingly Bitcoin-led.

Remember QuickSwap? This DEX is one of the few older DeFi apps that kept compounding instead of fading after the last cycle. Monthly revenue reached roughly $860K, while active users climbed to around 933K, both near cycle highs.

Weekly insights just in time General ➖ Galaxy: Weekly Top Stories - 05/08/26 Market ➖ CoinShares: Digital asset fund flows | May 11th, 2026 ➖ CoinShares: Market update | May 7th, 2026 ➖ CoinGecko: Kraken Exchange Report ➖Crypto.com: Market Update (Apr 2026) ➖ Consensys: Closing a gap in the SEC's new crypto framework ➖ Glassnode: BTC Market Pulse: Week 20 ➖ Galaxy: Stablecoins, the GENIUS Act, and the Evolving Structure of Dollar Finance ➖ Galaxy: CLARITY Act: Senate Banking Releases New Text, Sets Thursday Markup DeFi ➖Crypto.com: Real-World Asset Perpetuals: Find The Predictive Edge Blockchains & networks ➖ 4pillars: Monthly EIP - Apr 2026 (ft. Staked Assets at Work, The Prepared Win) ➖ CoinGecko: Pump.fun Traders Are Making a Comeback ➖ Galaxy: Block by Block: How the rsETH Exploit Rattled Aave Lending Markets ➖ Galaxy: Mapping the Strawmap: Ethereum’s Big Course Correction

Solana is pulling ahead in active agent senders with 109.6K wallets, accounting for more than 63% of tracked activity. That gap matters because agent ecosystems tend to concentrate where execution is cheap, fast, and liquid enough for constant automation. More bots, payment agents, and automated actions are settling on Solana because the network can handle high-frequency interaction without making the economics collapse.

Tokenized credit is turning into one of the few RWA sectors with real scale and distribution. STOKR and Maple alone now account for almost $3B combined, while platforms like Centrifuge, Chainlink CCIP, and Hashnote are quietly building meaningful market share behind them. I find interesting that the market is no longer concentrated around a single structure. Private credit funds, syndicated lending, structured products, and cross-chain credit distribution are all growing at the same time.

AI mobile adoption is accelerating faster than most software cycles I have seen. Global AI app revenue jumped from $684M in Q1 2025 to $1.88B in Q1 2026, while downloads crossed 1.1B in a single quarter. The important part is that monetization is scaling alongside usage, not lagging behind it. That usually signals people are no longer testing AI tools out of curiosity, they are building habits around them and paying to keep them in daily workflows.

DEX tokens are becoming one of the few places in crypto where holders are getting meaningful cash flow back. AERO alone distributed more than $30M year-to-date, ahead of UNI, CAKE, and CRV combined in some cases. The market spent years asking which governance tokens had real value capture, now we are finally getting measurable answers.

April venture flows were telling. Exchanges pulled in the most capital with $231M across only six deals, while DeFi and AI dominated deal count but with much smaller average checks. Investors are still funding applications, but the largest allocations continue flowing toward distribution and infrastructure. Payments and rails remain one of the few areas where both activity and capital size are growing at the same time.