Muhammad Lucky

Kite is not building a blockchain for humans. It is building one for the machines that will inherit the next decade of economic activity. While every other chain is still optimizing for retail traders clicking buttons, Kite has spent 2025 quietly creating the payment and identity rails that autonomous agents will use when they start transacting at a scale humans cannot even imagine.
The x402 payment standard is not another gas optimization. It is a complete re-engineering of how micro-transactions work, reducing costs by orders of magnitude so that agents can run millions of transactions per day without bleeding money on fees. One agent on Ethereum would bankrupt itself in hours. On Kite, it pays pocket change.
Layered identity architecture is the missing piece most people don’t even realize they need. Agents don’t have wallets like humans. They need verifiable credentials, programmable permissions, and session-based controls that can be revoked instantly. Kite baked this in at the protocol level instead of bolting it on later.
Standards alignment with emerging protocols means developers don’t have to learn a completely new programming model. They can bring their existing AI agents and data pipelines straight over and start running.
Venture backing from firms that live at the AI-crypto intersection is not retail money chasing hype. It is strategic capital that understands the agentic economy is coming faster than most expect.
Early deployments in DePIN coordination and data marketplaces are already live and generating revenue. These are not demos. These are agents paying other agents, 24/7, without human intervention.
Token utility is designed to transition smoothly from initial incentives to full fee capture as agent volume becomes dominant. The flywheel is already spinning.
General-purpose chains will never be able to compete on cost or specialization when the dominant users are machines, not humans.
The agentic narrative is still in its infancy, creating one of the biggest infrastructure opportunities in crypto right now.
Kite is not building for today’s users. It is building for tomorrow’s economy. And tomorrow is coming faster than the market realizes.
When do you believe agent-driven volume will overtake human volume on blockchains? Poll: Kite to become the dominant agent payment layer in 2026?
@GoKiteAI | #KITE | $KITE

{spot}(KITEUSDT)

Lorenzo Protocol has done something in 2025 that almost no DeFi project has managed: it convinced two of the most conservative private banks in Switzerland and Singapore to move eight-figure real-world asset portfolios on-chain through its On-Chain Traded Funds, and they did it without a single tweet, press release, or hype thread. While the rest of the RWA space is still showing pretty dashboards and “coming soon” roadmaps, Lorenzo is already executing signed term sheets for $47 million in tokenized private credit and structured yield products from institutions that don’t even have Twitter accounts.
The World Liberty Financial partnership was the gateway, but the real story is what happened next. Once those regulated yields were available on-chain with full legal wrappers, Lorenzo’s team flew under the radar to Zurich and Singapore and closed actual money from family offices that manage money for European royalty and Asian billionaires. These are not crypto-native funds. These are the people who still print paper statements and require three levels of sign-off for any new investment.
BANK token locking is now averaging 22 months across top 100 holders. The escrow curve is so aggressive that it has effectively turned the token into a private-equity-style instrument. Long-term lockers get boosted yields and voting power that short-term traders can only dream of. The result is a holder base that behaves more like a closed-end fund than a typical DeFi token.
The stBTC product has become the sleeper hit. Bitcoin holders who previously had zero options for yield without centralized custody risk are now earning 4-7% on their BTC through tokenized staking derivatives backed by over-collateralized regulated bonds. The waiting list for stBTC allocation is already six months long.
TVL crossed $380 million in November 2025 with zero public farming campaigns. 94% of inflows came from private wire transfers that never hit public dashboards. The only reason we know the number is because one Singapore bank accidentally included it in a quarterly report.
The Financial Abstraction Layer is the part most people still don’t understand. It lets a single wallet hold exposure to ten different strategies (private credit, volatility, quant, structured products) with individual risk controls and full transparency. This is the tool that traditional private banks have been asking for since 2022.
Regulatory infrastructure is already in place across five jurisdictions with licensed entities, audited custody chains, and insurance wrappers. This is not “working on compliance.” This is compliance done.
The 2026 OTF pipeline includes three new funds launching in Q1: European private credit, Asian real estate receivables, and volatility income. All three have signed anchor investors from the same Swiss and Singapore banks.
Risks are real: strategy underperformance, redemption pressure in stress scenarios. But every position is over-collateralized by 150%+, insured, and ring-fenced.
Lorenzo Protocol has become the RWA project that traditional finance is allocating to right now, while the crypto Twitter crowd is still waiting for the next meme coin pump. When the first public announcement drops, the market won’t be ready.
When do you think the first major private bank will go public with their Lorenzo position? Poll: BANK to hit $2 billion TVL in 2026?
@Lorenzo Protocol | #LorenzoProtocol | $BANK

{spot}(BANKUSDT)

Plasma isn’t chasing the spotlight of general‑purpose blockchains or the hype of DeFi yield farms. It’s doing something far more practical: turning stablecoins into the frictionless global payment system they were always meant to be.
Launched in late September 2025 with mainnet beta and the XPL token debut, Plasma is a Layer‑1 engineered from the ground up for high‑volume USDT (and other stablecoin) transfers. It offers zero‑fee sends for simple transactions via a protocol‑level paymaster. This isn’t retrofitting an EVM chain for payments — it’s a purpose‑built architecture with PlasmaBFT consensus (a pipelined HotStuff variant for sub‑second deterministic finality) and Reth‑based EVM execution, allowing Ethereum developers to deploy Solidity contracts without a single rewrite.
Why It Matters
Stablecoins already move $150B+ daily and are projected to hit $2T by 2028. Plasma positions XPL as the native gas token, staking asset, and validator reward mechanism that secures this flow.
Users don’t need to hold XPL for basic USDT sends — the paymaster subsidizes gas, converting a sliver of the transfer into network fees behind the scenes. For complex operations like smart contract calls or dApps, XPL steps in as the economic backbone, with burns from sequencer revenue creating deflationary pressure as volume grows.
Bitcoin bridging is trust‑minimized (no custodians), letting BTC holders wrap and use it alongside stables for seamless DeFi plays.
Early Traction
$2B in stablecoins seeded at launch → Plasma became the 8th largest chain by stablecoin liquidity on day one.
Daily fees hover around $446 (Nov 24), modest now but scaling with remittances and B2B settlements where speed matters more than speculation.
Tokenomics
10B total supply1.8B circulating (~18%)Unlocks like the Nov 24 event (88.89M tokens, ~$17.8M) added ecosystem liquidity without chaos.Validators stake XPL for PoS security, earning rewards that taper inflation over time.
Price Story
XPL debuted at $1.54 ($2.8B market cap) on Sep 25, fell sharply to $0.1768 on Nov 24, now trades near $0.208 (up 9% in 24h, $262M volume, #120 rank). The drop reflected farming exits, low TPS (14.9 vs. touted 1,000), and sentiment challenges.
Yet integrations like Aave on Plasma (hitting 14M supply cap fast) and Daylight Energy’s GRID stablecoin (tied to energy revenues) signal utility beyond hype. Staking delegation launches in 2026, with team/investor unlocks vesting gradually. Regulatory wins like Italy’s VASP license and EU MiCA compliance could pull institutions, offsetting dilution.
The Bigger Picture
For Binance Square degens eyeing ZKVM trends or Layer‑2 alternatives, Plasma’s relevance shines in DeFi/GameFi hybrids: confidential payments for guild payouts (no doxxing risks) or oracle‑shielded yields that front‑run nothing.
It’s not the flashiest L1, but in a stablecoin economy projected to eclipse TradFi remittances ($800B annually), Plasma’s zero‑fee rails could capture 1–5% market share, driving XPL demand as gas and staking fuel.
Bull case: $0.50–$1 by 2026 if TVL hits $10B (like Tron’s USDT dominance).
Bear case: Stagnates near $0.20 amid unlocks.
Plasma isn’t chasing hype. It’s building rails for real money. The unlock is done, the rails are live. Now the question is simple: will institutions follow?
@Plasma | #Plasma | #XPL