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Every Bitcoin bull run follows a familiar story. Prices go up, media attention rises, and more BTC moves back on-chain. But what happens next can be even more important. Many holders start asking: how can my Bitcoin work for me without being sold?
This is where Bitcoin DeFi becomes important. During a bull market, liquidity does more than just chase gains—it looks for efficiency. Investors want to keep their BTC while earning additional returns. Platforms that provide this dual benefit often see liquidity grow quickly.
Lorenzo’s stBTC and enzoBTC are designed with this goal in mind. They allow users to hold BTC while keeping it productive at the same time. These assets maintain a link to Bitcoin’s value while participating in DeFi strategies. In a rising market, this combination can be especially appealing.
When prices climb, many BTC holders hesitate to sell. Selling can trigger taxes, missed upside, and stress. Liquid Bitcoin assets like stBTC and enzoBTC provide another path. Users can stay invested in BTC while earning returns through decentralized finance, making these assets particularly attractive during times of high market confidence.
Simplicity also plays a big role. Bull markets often bring many new participants who prefer products that are easy to understand and use. By offering predictable behavior and a clear structure, stBTC and enzoBTC can appeal to both experienced investors and newcomers alike.
Trust is another key factor. In fast-moving markets, users avoid systems they cannot fully grasp. They choose platforms with transparent design and clear mechanics. Lorenzo’s focus on structured capital flow reduces uncertainty, which is vital when large amounts of BTC are involved.
Bitcoin DeFi is gradually evolving from experimental setups into more reliable infrastructure. In a strong bull run, capital tends to flow into platforms that are scalable and well-built rather than chasing hype alone. stBTC and enzoBTC, if designed for growth, could become essential building blocks for BTC liquidity in DeFi.
Of course, no bull run is guaranteed, and no product captures liquidity automatically. But timing, readiness, and thoughtful design matter. If Bitcoin experiences another strong upward cycle, assets that let holders stay invested while remaining flexible are likely to grow faster.
In the end, bull markets reward those who are prepared. Protocols that are already tested, structured, and transparent stand the best chance of benefiting. By focusing on clarity and long-term design, Lorenzo’s stBTC and enzoBTC could play a key role in the next wave of Bitcoin liquidity—not through hype, but through real, practical value.
#lorenzoprotocol #LorenzoProtocol @Lorenzo Protocol $BANK

The Volatility Problem
Cryptocurrencies are among the most volatile assets. They can surge 500% within a single day or collapse 90% within an hour.
Bitcoin showed this behavior in its early years, but over time its price swings have become less extreme. Most altcoins, however, remain notorious for violent moves. For example, MANTA recently fell by more than 90% in under an hour, causing massive liquidations and losses.
Falcon’s Approach to Extreme Events
Falcon Finance treats extreme events as first-order risks, using disciplined, multi-layered controls to minimize losses in both stressed and normal conditions.
At the core is a delta-neutral framework designed to reduce directional exposure while capturing basis and funding opportunities. Since Falcon accepts both stablecoins and non-stablecoins as collateral for USDf minting, and these asset classes behave very differently during volatility, we apply distinct delta-neutral strategies to each:
With stablecoins: Falcon buys spot exposure in the target altcoin and stakes it when appropriate. We then open an offsetting short in the corresponding perpetual sized to the marked spot exposure.With non-stablecoins: Falcon sells the spot to neutralize risk and opens an offsetting long in the corresponding perpetual when basis or funding conditions make the trade attractive. This often generates strong profits when there are large differences between spot and perps or when funding rates are negative.
Risk Controls in Practice
During extreme events involving rapid price increases, liquidation risk rises drastically. To reduce exposure in such scenarios, Falcon Finance enforces the following safeguards:
Unified monitoring: All strategies trading spot and perpetuals connect into a single system that enforces near-zero net delta across the total position.Automatic thresholds: When price exceeds a set level, systems automatically sell spot and close perpetual positions.Liquidity buffer: Even when staking yields are attractive, at least 20% of spot holdings remain on exchanges and available for immediate sale, allowing quick liquidation without delay.Flexible staking: In extreme events, Falcon removes spot coins from staking immediately or as soon as possible. We aim to negotiate zero lock-up periods for staking or any other DeFi activity.Predictive modeling: Machine learning models continuously analyze market data and flag potential extreme events early, allowing rapid intervention.Position limits: Falcon sets maximum altcoin position sizes so the majority of any position can be unwound within a day.Execution precision: During sharp spot declines, Falcon prioritizes management of perpetual positions to ensure they can be closed or resized quickly. This prevents adverse funding from accumulating. Execution algorithms, adapted from high-frequency trading, allow rapid order placement and cancellation, enabling efficient exits even in stressed markets.
Handling Stable coin De-pegs
Stable coin de-pegging is treated as a distinct scenario. Falcon’s monitoring system detects abnormal peg deviations early, before broader market recognition. Depending on risk posture, Falcon either:
Exits exposure quickly, keeping realized losses to only a few basis points before a full de-peg develops, orMaintains a hedged stance and waits for the peg to restore.
Conclusion
Crypto volatility is extreme by nature. At Falcon Finance, we do not try to guess the timing of the next 500% surge or 90% collapse. Instead, we prepare for it. By treating extreme events as first-order risks and applying strict, systematic controls, Falcon stays resilient no matter what the market delivers.

#FalconFinance @Falcon Finance $FF

Kite AI and Eigen Layer are excited to announce a strategic partnership aimed at reinforcing trust, security, and scalability within the decentralized AI ecosystem. By integrating Eigen Layer’s innovative re-staking technology into Kite AI’s on-chain AI asset marketplace, this collaboration establishes a new standard for decentralized AI infrastructure, one that prioritizes trustless verification of AI computations and scalable network security. The result is a more robust environment where AI models, data, and autonomous agents can operate with guaranteed integrity and performance, backed by Ethereum’s proven security mechanisms.
Kite AI’s marketplace is a decentralized platform for AI assets (such as AI models, datasets, and AI agents), and ensuring the reliability of these assets and their outputs is paramount. Eigen Layer, a leading Ethereum-based protocol for re-staking, offers a solution by allowing Ethereum stakers to secure additional services beyond Ethereum. Through this partnership, Kite AI leverages Eigen Layer’s Autonomous Verifiable Service (AVS) framework to validate AI assets and inference results in a decentralized manner. Eigen Layer-powered validators running specialized verification tasks now play a crucial role in confirming that AI model outputs are correct and that listed AI assets meet specified criteria. This means users and developers on Kite AI’s platform gain an added layer of assurance, every AI result or asset can be independently verified by a distributed network of staked validators, rather than relying solely on the asset provider’s claims.
“This partnership is a massive milestone for decentralized AI,” said Chi Zhang, Co-founder and CEO of Kite AI. “By combining Eigen Layer’s re-staking with our Proof of AI consensus, we’re creating a crypto economically secured environment where anyone can build and scale AI with confidence.”
“At Eigen Layer we’re excited to collaboratively push the frontier of the decentralized AI stack with Kite AI by combining the power of crypto economically-sound verifiable AI AVSs with Kite AI’s Proof of Attributed Intelligence geared towards data, models, and agents, thereby ushering in the new permissionless, verifiable AI economy”, said Nima Vaziri, Head of AI at Eigen Labs.
Integrating Re-staking with Decentralized AI Infrastructure
At the core of this integration is a verifiable workflow that ties Kite AI’s marketplace with Eigen Layer’s re-staked validator network. In practice, whenever an AI service on Kite’s platform requires validation, be it checking the integrity of a newly uploaded model or verifying the accuracy of an on-chain inference, the system uses Eigen Layer’s AVS and its verifiable agents to perform decentralized verification.
By integrating Eigen Layer in this way, Kite AI aims to utilize Ethereum’s security through the AI services provided in the Eigen Layer ecosystem. The marketplace gains the ability to handle far more complex AI workloads without sacrificing trust, as demand grows, additional Ethereum validators can re-stake and join as verifiers, scaling the validation capacity in tandem with usage. Meanwhile, users and developers benefit from transparent assurance that AI computations are being checked by multiple independent parties, not just a single provider.
This crypto economic verification model combines advanced blockchain security with AI operations, addressing the long-standing challenge of verifying AI outcomes in a decentralized context. Unlike a centralized AI platform where trust in results depends on the platform’s credibility, Kite AI’s planned Eigen Layer-powered approach is designed to offer provable correctness for every output. Each inference result will be independently reproduced or cross-checked by multiple validators with their stake on the line, and each model will be vetted by a decentralized community rather than a single authority. This heightened security creates a stronger assurance and encourages more users and developers to participate, which in turn drives greater scalability and a richer AI ecosystem.
The integration between Kite AI and Eigen Layer has far-reaching potential beyond the current marketplace offerings by bringing some of the below benefits to the De-centralised AI ecosystem:
AI Inference Validation: Guarantee that each AI inference output is correct, verifiable, and reproducible.AI Training and Data Verification: Ensure training data integrity and trace the provenance of model outputs.Data Availability & Rollups: Extend validation capabilities maintaining consistency and trust in rollup computations.Cross-Chain Operations: Use fraud resistance mechanisms to validate operations across interoperable chains and multi-chain AI ecosystems.
As decentralized AI continues to advance, this partnership sets a new precedent for combining blockchain and AI. Kite AI and Eigen Layer share a vision of an open AI ecosystem that is both powerful and provably trustworthy, a vision that this integration actively realizes.
About Kite AI
Kite AI is a purpose-built, EVM-compatible L1 designed to power the AI economy. At its core is Proof of Attributed Intelligence (Proof of AI), an innovative consensus mechanism that ensures fair attribution and transparent rewards for contributors across agents, models and data.
Our innovative architecture establishes a universal framework with purpose-built identity and attribution mechanisms, empowering contributors — from enterprises to individuals — to collaboratively build, own, and monetize AI, fostering a transparent and interoperable ecosystem.
Backed by top VCs such as General Catalyst, Samsung Next and Hashed, Kite AI is led by AI and Web3 pioneers from industry leaders like Databricks, Uber, and Near, and trusted by partners like Avalanche, Eigen layer, Story Protocol, Sui, zkSync, Polygon, AWS, Stellar, Chain-link, Crypto.com and many more.
About Eigen Layer
Eigen Layer is the world’s first verifiable cloud, enabling a new generation of applications that can make and keep credible commitments to users. By extending Ethereum’s security model, Eigen Layer allows developers to build autonomous verifiable services (AVSs) that inherit Ethereum’s trust properties while unlocking new capabilities.
With over $8B in staked assets and 57+ AVSs deployed, Eigen Layer has created a thriving marketplace where stakers, operators, and developers come together to build the future of decentralized infrastructure. Eigen Layer’s primitives, including EigenDA — a high-throughput data availability solution — provide the foundation for applications across AI, DeFi, gaming, and more.
At its core, Eigen Layer’s mission is to accelerate human coordination through verifiable commitments, acting as humanity’s coordination engine in the digital age.
#KITE @KITE AI $KITE

2025 appears to be the year of software agents, and much of the online discourse has been centered around how best to adopt and adapt these agents to various workflows.
One particular focus of agentic use has been Model Context Protocol, or MCP, for short. Originally proposed by Anthropic in November of 2024, MCP has quickly become one of the main open standards for agentic AI. And MCP aims to solve the problem of having to manually connect agentic language models to various data sources and tools.
Although MCP makes it easier to connect to data sources and tools, it leaves a pretty big elephant in the room — authentication. MCP does not cleanly handle authentication, and it has left many engineers scrambling for solutions.
In this post, we’ll talk about the inherent limitations of authentication through MCP and the ways we might move forward to more efficient and secure solutions.
Authentication in MCP Servers
MCP servers typically provide access to third-party data and tool providers, such as Uber or Slack. And for agents to access these tools through MCP on your behalf, they need to be authenticated. Put simply, they need to know your Uber login credentials to order you a car, or they need to know your Slack credentials to search over your messages.
When originally proposed, MCP didn’t initially include an auth spec. This can be justified by the fact that authentication is hard, and making a (wrong) decision then might have stifled future development. And then, in March 2025, the developers released an authorization spec based on OAuth 2.1 — but it is still a bit of a mess.
It is important to keep in mind that the challenges with authentication change as the scale and scope of the agentic work change. If you are a developer hosting an MCP server locally alongside your data (e.g., your own file system), then the need for a robust and scalable authentication system is minimal.
But the real authentication challenge comes at scale: multiple agents working on your behalf, and each agent having the need to connect to various tools and services.
Scaling Authentication
For example, suppose you have 10 different agents (e.g., Claude, ChatGPT, Gemini, etc.) all performing various tasks for you. Each agent can pull data from or act using any of your 20 different tools (e.g., Uber, Slack, Google Drive, etc.). To do so, each agent will need to have credentials to access each of the tools. This results in a 10 x 20 Oauth maze, where now you and your agents need to maintain 200 OAuth flows! More generally, this scales linearly with the number of agents and the number of tools, resulting in the M x N Oauth problem.
This is problematic for the following reasons:
Redundancy → each agent is repeating the same login flow for a given tool. Not only does this waste agent time, but it also wastes your money by spending tokens on unnecessary calls.Unsecure → with each agent having to constantly re-authenticate, this creates a large surface area for possible attacks if a credential or key is leaked.Inflexible → current solutions provide no way to scope based on function or time, and rather provide broad static rights.
So What Can be Done?
At Kite AI, we are building the transaction layer for agentic AI. Our solution goes beyond just agent authentication, but we hope to solve this by providing a single cryptographically secure transaction loop that alleviates the need to have M x N authentication flows — saving you valuable time and money.
Kite AI is building the purpose-built L1 for Agentic AI. With agents now autonomously navigating, interacting, and transacting, Kite AI provides a trust framework that integrates AI Identity, Attribution, Verification, and Digital Wallet Payments, enabling autonomous, verifiable, and programmable interactions across data, models, and intelligent agents.
The company’s core coordination engine, Proof of Attributed Intelligence (Proof of AI), ensures that contributions are verifiable and that value is exchanged fairly and efficiently. Kite AI’s vision extends beyond infrastructure — it is catalyzing a vibrant ecosystem of interoperable AI agents and services, built on a foundation of trust, accountability, and open coordination.
#KITE @KITE AI $KITE

For many years, Bitcoin and traditional assets lived in two very different spaces. Bitcoin stayed fully digital and independent, while things like real estate, bonds, and commodities remained inside the old financial system. That separation is slowly fading. As crypto grows, bringing these two worlds together now feels less like a bold idea and more like a logical step forward.
Real-world assets, often called RWAs, are beginning to move onto blockchains. The reason is easy to understand. These assets are trusted and familiar, especially to long-term investors, but they come with slow processes and limited access. Blockchain technology offers faster movement, clearer records, and access across borders. When RWAs connect with Bitcoin DeFi, it opens the door to a different kind of financial setup.
Bitcoin DeFi has already proven that BTC does not have to sit idle. It can be used in productive ways while keeping strong security. Still, much of today’s BTC-DeFi relies on returns that come only from crypto activity. RWAs could bring a new balance. By linking Bitcoin liquidity with income from real-world sources, the system could become more stable and useful.
This is where platforms like Lorenzo become important. Rather than following short-lived trends, Lorenzo focuses on clear structure and careful movement of capital. If real-world assets enter BTC-DeFi, transparency will be critical. People will want to know what assets are involved, how funds move, and where returns truly come from. A protocol built with clarity from the start is better prepared for this role.
Trust also plays a big part. Real-world assets usually attract careful and patient investors. These users prefer systems they can understand without confusion. A BTC-DeFi platform that explains its design, risks, and protections in simple language is more likely to serve as a bridge between traditional finance and crypto. Lorenzo’s approach seems to fit well with this expectation.
If this connection develops fully, the results could be meaningful. Bitcoin capital could gain access to steadier returns tied to real-world activity. At the same time, RWAs could benefit from Bitcoin’s strong security and global nature. Together, they could reduce dependence on pure speculation and support healthier DeFi growth.
There will still be challenges. Regulation, asset checks, and risk control will all matter. But these challenges tend to favor platforms that are built thoughtfully rather than rushed. Protocols that value structure and openness usually adapt better as the environment changes.
Over time, bringing RWAs into BTC-DeFi could signal a new stage for crypto. It would show a move away from constant experimentation toward more mature systems. If protocols like Lorenzo stay focused on long-term design and responsibility, they may become key parts of this next chapter.
Often, the most important shifts happen quietly. They come through systems designed to last, not to impress. The link between real-world assets and Bitcoin DeFi could be one of those quiet changes — and Lorenzo may help make that connection possible.
#lorenzoprotocol #LorenzoProtocol @Lorenzo Protocol $BANK

Falcon’s universal collateral infrastructure is climbing higher, with USDf’s circulating supply now at $1.5 billion. Our rewards program, Yap2Fly, is rising alongside it.
In August, we launched Yap2Fly with Kaito, a campaign that blends social mindshare and product usage into one leaderboard. With September’s refresh, new participants have a real shot to climb the ranks and claim rewards.
In a recent broadcast hosted by Wale with Ruthy, Fiona from Falcon Finance broke down everything you need to know.
Falcon Finance: Building the First Universal Collateral Infrastructure
Falcon Finance is more than a synthetic dollar project. We are building a universal collateralization infrastructure that transforms any custody-ready asset, from stable coins, BTC, ETH, and SOL to select altcoins and RWAs like gold, into USD-pegged liquidity.
At the core is USDf, our synthetic dollar. Circulating supply has now reached $1.5B, with Falcon’s TVL topping $1.6B.
Unlike other synthetic dollars that rely solely on positive funding rate arbitrage, Falcon employs a multi-strategy yield engine that includes:
Positive and negative funding rate arbitrageCross-exchange price arbitrageNative altcoin staking and DEX LPs
This is how Falcon bridges on-chain and off-chain finance to deliver competitive, sustainable yields for institutions, protocols, and retail users.
What is Yap2Fly?
Yap2Fly is our joint campaign with Kaito, built around a simple formula:
your mindshare + your on-chain activity = rewards
On-chain: Every action on Falcon, including minting USDf, staking, LPing, joining money markets, and yield tokenization, earns you Miles, our point system.Social: Kaito’s Mindshare engine tracks how far your Falcon insights spread on X, rewarding originality and real impact, not spam.
Both sides feed into the Yap2Fly leaderboard. Each month, the Top 50 split a 50,000 USDf prize pool, claimable immediately after the monthly snapshot. Beyond that, the Top 200 and Kaito stakers also qualify for a Special Rewards pool that pays out at the end of the campaign.
Why Hybrid Scoring Matters
Most campaigns fall into one of two traps:
Focus only on social activity, which ends up rewarding spammers and vanity metricsFocus only on capital, which means only whales have a chance
Yap2Fly avoids both. Miles measure how people actually use Falcon, while Mindshare measures the impact of what they share socially. Put together, the system creates a fairer and more engaging scoreboard that drives both adoption and storytelling.
August Recap: Diversity of Winners
August proved the concept. The Top 50 claimed their share of 50K USDf, and what stood out was the diversity:
Some leaned on big social reach.Others consistently LPed or staked.Many blended both sides.
This mix ensured not just whales or influencers topped the board, but contributors across the spectrum.
September Refresh: Mindshare Takes the Lead
To keep the playing field fair, September shifts the ratio to 80% Mindshare and 20% Miles.
This change means new yappers can join now and still compete with early participants by creating high-quality Falcon content. The 50,000 USDf monthly prize pool continues, rewarding the Top 50.
Pro tip: onchain actions still matter. High multipliers include:
DEX LPs: up to 40× Miles dailyMoney markets and yield tokenization (Pendle, etc.): up to 60× MilesSimply holding USDf: 6× Miles daily
Combine these actions with strong yapping on X and you will climb the leaderboard.
Special Rewards Pool: Unlock More with Badges
Beyond the monthly rewards, the Special Rewards pool at the end of the campaign uses a step-by-step unlock system:
40% unlocked just by qualifying (Top 200 on the Yap2Fly leaderboard or a Kaito staker)+20% with 3 Bronze badges+20% with 4 Silver badges, on top of the Bronze+20% with 4 Gold, Diamond, or Legendary badges, on top of the Bronze and Silver
Collecting badges is not only fun, but also the key to unlocking the full 100% of Special Rewards.
Easy starter badges:
"Falcon Fledgling": buy and hold 100 USDf for 14 days"Friendly Falcon 1": refer 3 friends"Mile High Club 1": reach 150,000 Miles, which is very achievable with the current multipliers
How to Get Started
Get USDf on Uniswap, Curve, or PancakeSwap.Hold it. Even passively, you will earn 6× Miles daily.Level up by providing LPs (up to 40× multipliers) or exploring Pendle and money markets (up to 60×).Track your progress in the Miles dashboard and Yap2Fly leaderboard, which update daily.
Looking Ahead
Falcon’s momentum is accelerating:
Monthly Yap2Fly continues with 50K USDf rewardsSpecial Rewards at campaign end for both Top 200 participants and Kaito stakersOn the global stage, Falcon is heading to Korea Blockchain Week and Token2049 Singapore to showcase progress and our roadmap toward building the first universal collateral infrastructureOn the product side, expect deeper DeFi integrations, and new collateral options
Final Word
As Wale put it best: “Start now and be consistent. With Mindshare weighted more, fresh entrants have a shot. But don’t neglect Miles. Combine both, collect badges, have fun, and secure your place when rewards drop.”
#FalconFinance @Falcon Finance $FF