Three potential tracks with high-speed explosion

If you're a bit apprehensive about Perp Dex's narratives, which rely on market sentiment, here are three rapidly exploding value tracks you absolutely must pay attention to: 1) Prediction Market Derivatives @Polymarket is valued at nearly $10 billion, and @Kalshi secured $185 million in funding led by Paradigm. The entire prediction market's monthly trading volume has exceeded $1 billion, making it no longer a niche market. Currently, prediction markets primarily operate on a binary options model (yes/no). Their derivatives layer can be integrated with DeFi to build more complex product protocols, including lending, perpetual contracts, AI-powered prediction markets, cross-prediction market arbitrage platforms, automated market makers, and more.

In the future, major events including economic data, major sporting events, and Crypto pre-markets will amplify the market's exposure and create a scale effect;

Related potential projects:

@gondorfi (provides lending and leverage tools to amplify positions on platforms such as Polymarket)

@meleemarkets (PumpFun for prediction markets)

@polldotfun (social prediction market, allowing friends to bet on any event)

@TalusNetwork (introduces an AI Agent infrastructure layer to support game competitions between agents)

2) - AI agent payment: Agent Pay Recently, Google, along with 60 partners, launched the AP2 protocol, which provides trusted payments between agents through authorization mechanisms and verifiable VCs. Meanwhile, Google is collaborating with Coinbase, the Ethereum Foundation, and others to develop the x402 Crypto payment component, enabling agents to seamlessly process crypto assets such as stablecoins.

AP2 has taken over protocols such as MCP and A2A, realizing the construction of the last-mile payment infra for the Agent to Agent economy, completely opening up the complete link of autonomous analysis + execution + payment of AI Agent, and providing the premise for the real outbreak of the AgentFi economy;

Related potential projects:

@GoKiteAI (Led by Paypal Ventures, L1 designed specifically for Agent payment, supports Kite Passport authentication, PoAI contribution proof, Agent App Store e-commerce integration, and ecological TVL of approximately US$1 billion)

@firecrawl_dev (Y Combinator investment, an open source crawler tool that converts websites into LLM-ready data)

@trySkyfire (Coinbase led the investment, with additional investment from a16z. This is an open protocol for payments and authentication for AI agents, supporting proxy access to websites and MCP servers.) 3) — Yield-Bearing Stablecoins: @ethena_labs's continued growth in liquidity, the exceptional performance of @Plasma's TGE, and the significant attention paid to @FalconStable have made the yield-bearing sector a hot commodity. Its reliance on Wall Street institutional investors and market growth expectations has garnered significant attention compared to other crypto-native narratives. Yield-bearing stablecoins offer holders an APY of 4%-25% by integrating DeFi protocols (lending, liquidity mining) with RWA assets (US Treasuries and corporate bonds), maintaining the stability of the USD peg while generating sustainable interest-bearing returns.

Ultimately, "depositing coins" itself becomes a zero-risk farming strategy. There is no doubt that yield-bearing stablecoins are becoming the new infrastructure of the DeFi ecosystem;

Related potential projects:

@yieldbasis (Kraken Launchpad's first project, the new work of the founder of Curve, etc., with full halo, IL-free AMM mechanism, aimed at solving DeFi's impermanent loss problem)

@USDai_Official from Framework/Dragonfly $13M+ financing, the first yield-bearing stablecoin to tokenize AI computing power revenue, converting GPU usage fees into on-chain dividends)

@capmoney_ (positioned as an aggregation optimizer for stablecoin farming, deeply integrated with the @megaeth_labs ecosystem, its core product Cap Frontier is a points acceleration system) @Theo_Network (full-stack RWA platform, Hyperliquid mainnet T-Bill RWA stablecoin, deeply integrated with Hyperliquid's decentralized node system, the community has $HYPE airdrop expectations)