Hung Manh Nguyen

$LA

LAGRANGE update;

Hospitals are already using AI to help calculate medication dosages.

But if the wrong AI model is used or the conclusion is inaccurate, the consequences can be life-altering.

That’s why healthcare needs 𝘃𝗲𝗿𝗶𝗳𝗶𝗮𝗯𝗹𝗲 𝗔𝗜; that’s why healthcare needs DeepProve

2/ Here’s how a dosing decision—informed by provable AI—would flow:

1. Patient vitals + medical history are entered
2. A medical AI model suggests a dosage
3. DeepProve verifies the model, inputs, and output
4. The result is delivered to the physician

3/ DeepProve gives hospitals a new foundation for AI-driven care: one where dosage recommendations, among other key functions, are fast and 𝘃𝗲𝗿𝗶𝗳𝗶𝗮𝗯𝗹𝘆 correct.

It ensures every AI output is backed by proof and works at the pace of real-time care.

4/ At Lagrange, we believe the key decisions affecting our industries, care, and lives should be based on evidence, not assumptions.
DeepProve ensures every AI-assisted decision is verifiable and safe.

$HUMA

huma finance update

Accelerating into Stable Summer
☀️

Since the launch of Huma 2.0 on @solana, Huma is growing faster than ever!

🚀
$5.7B in Total Transaction Volume

🟣
$136M in Total Active Liquidity

✨
$17M in Annualized Revenue

📈
50% growth in PayFi Assets over the last month

PayFi speaks Volume
🔊

We’ve seen 3.4x YoY growth in Total Transaction Volume from $1.7B to $5.7B, and it is accelerating!

The goal is clear: $10B by the end of 2025.
Top-tier partners lit up the growth candle

As stablecoin regulations open the door for financial institutions, we’re seeing a surge in demand.

Total Active liquidity has grown from $7M → $136M, 19.4x YoY

Powered by new top-tier partners, PayFi Assets increased 50% this

MAXI Capital Efficiency

Huma protocol’s capital turns over x4.1 per month, that’s nearly x50 per year.

In other words: every $1 of liquidity settles $50 worth of payments a year to generate Real Yield.

Such high utilization of capital generates sustainable, compounding yield.
Revenue hits ATH

Huma’s Annualized Revenue hit a new high in August, $17M.

That’s a 16x growth YoY — showing strong and consistent protocol growth, while generating sustainable, double-digit Real Yield.

$WCT

WalletConnect update

4/ $WCT powers decentralization across the network.

Latest stats:

- 122.4M+ WCT staked
- 48,700+ stakers
- Up to 22% APY in rewards

And a major staking upgrade vote just passed…

5/ Proposed WCT Staking Upgrade

• Perpetual staking
• User-triggered unlocks
• Discrete duration options

It’s staking designed for real users.
6/
⚠️
Final days to claim WCT on Solana

Claim closes August 14.

This claims recognizes real community participation - across @phantom, @Backpack, @solanamobile, @jup_dao, and @solflare.

8/ Community campaigns are growing fast:

- @Ledger distributed WCT to Flex SBT holders
- @DriftProtocol rewarded top stakers with 100K WCT
- @1inch users can swap and win from a 50K WCT pool
- @iSafePal distributed 80K WCT to in-app stakers

1/ The network is expanding fast.

WCT is now live on @Gemini, making it more accessible than ever.

Explore more ↓

$WCT

WalletConnect update

1/ July 2025 was a milestone month for WalletConnect.

50M+ unique wallets. 337M+ connections. Thousands of apps integrating.

The connectivity layer for the financial internet is scaling faster than ever.

2/ 50M+ wallets now connect through the WalletConnect Network.

That's essential onchain infrastructure similar to @Visa and @Plaid in TradFi

Billions in value, tens of millions of users, and 71K+ apps rely on WalletConnect to connect, transact, and build.

3/ July network stats hit new all-time highs

- 337M+ lifetime connections
- 11M+ connections in July alone
- 51.4M unique wallets
- 71.5K+ integrated apps

#Bitlayer
@BitlayerLabs
Bitlayer is a unique Layer 2 solution on Bitcoin, possessing equivalent security to Bitcoin and built on the BVM platform. This sets a clear vision for the future of the Bitcoin ecosystem with core solutions aimed at enhancing scalability, performance, and security for Bitcoin transactions.

Bitlayer is not just a tool, but also a mission, with the goal of empowering the investment community and developing Bitcoin by providing advanced infrastructure. This is a perfect combination of technology and social objectives, offering opportunities for developers and users to participate in the development of the Bitcoin network.

#Notcoin
@The Notcoin Official
$NOT
Notcoin is a game that allows users to participate in earning profits for free through the Tap to Earn mechanism on the Telegram messaging app. Users participating in Notcoin will receive rewards in NOT - the native token of the project implemented on the TON blockchain, and they can sell it to earn profits in the future.
With Notcoin, users can not only earn NOT by continuously tapping on the screen but also use the Boost feature or invite friends to earn more NOT. Since its launch in January 2024, Notcoin has had over 35 million users participating in the game, and the number of daily active users has previously reached a peak of over 6 million.

#BuiltonSolayer
@Solayer
$LAYER
Solayer is a restaking protocol developed on the Solana blockchain, allowing users to utilize SOL or LST (Liquid Staking Token) on Solana to earn profits by supporting the security of AVS and related solutions on the Solana blockchain.

Solayer's Products
sSOL
sSOL is the restaking token of Solayer, issued when users deposit SOL or LST into the system. Users can use sSOL to earn additional profits through the following 2 methods:

Restake into AVS: Users can use sSOL to stake into networks and protocols on Solana such as Layer 2, decentralized cloud infrastructure, and dApps that support this token.

Participate in DeFi strategies: Not only used to secure the AVS system, sSOL can also be utilized in yield farming activities such as providing liquidity or participating in lending pools.

#SuccinctLabs
@Succinct
$PROVE
Succinct is a decentralized prover network built to help people easily and safely create zero-knowledge proofs (ZKP). This platform combines the high-performance zkVM SP1 virtual machine with a unique Proof Contests auction mechanism, allowing provers worldwide to compete to provide fast, cheap, and transparent proof services.

The goal of Succinct is to become the core infrastructure for the 'proving economy', expanding verification and security capabilities for various applications such as zkEVM, Rollups, identity, machine learning, oracle, bridge, and verifiable cloud computing.

Investors in the Succinct project

@TreehouseFi
#Treehouse
$TREE
Treehouse is a DeFi protocol that builds a decentralized fixed income layer for digital assets, consisting of two main components:
tAssets (like tETH): liquidity staking tokens with higher yields than PoS rewards.
DOR: decentralized reference interest rates, similar to LIBOR/SOFR but implemented on-chain.
The project was created with the goal of consolidating ETH interest rates into a unified standard, serving as a foundation for long-term and stable financial products.
The operational model of Treehouse

Treehouse establishes an ecosystem centered around two main components:
tAsset: liquidity staking tokens that provide superior real yields thanks to interest rate spreads.
DOR (Decentralized Offered Rates): a mechanism for determining decentralized reference interest rates, provided and forecasted by the community.
The ecosystem structure includes:
Operator: initiates and maintains the DOR data source (Treehouse is the first operator with TESR).
Participating members: data/forecast providers, carefully selected.
Reference parties: integrate DOR into financial products/services.
Delegates: entrust assets to Council members to carry out DOR tasks while retaining ownership of the assets.

@bubblemaps
#Bubblemaps
$BMT
Bubblemaps (formerly known as Moonlight) is a blockchain data visualization tool that helps users easily explore and analyze on-chain activities through an interactive bubble map interface. This is a useful tool not only for on-chain analysts but also for newcomers to the field.

Bubblemaps aggregates on-chain data and visualizes it in vibrant, easy-to-understand images, helping users track the connections between wallets, identify whale behavior, and clarify the flow of assets on the blockchain. With its visual and interactive approach, Bubblemaps offers a simpler solution as a replacement for traditional blockchain explorers.

@BounceBit
#BounceBitPrime
$BB

BounceBit is an infrastructure project that provides products where users can restake various types of BTC assets. With BounceBit, BTC holders can earn parallel profits from on-chain in DeFi and off-chain in CeFi.

BounceBit is built with the goal of providing a complete infrastructure layer including products such as sidechains, oracles, bridges, VM (Virtual Machine), DA (Data Availability),... for users to earn profits through BTC restaking activities. With its flagship product, BounceBit Chain - a Layer 1 blockchain with a highly compatible Proof of Stake (PoS) mechanism with EVM, it supports BTC holders to earn profits across multiple networks.

$ENA
Ethereum ETF inflows end 20-day streak with 152 million USD withdrawn
Spot Ethereum ETFs in the US recorded net outflows of up to 152.3 million USD on August 1, officially ending a 20-day capital inflow streak – the longest in the history of this product.

According to data from Farside Investors, this is the largest net outflow since January 8. During the previous 20-day streak, Ethereum ETFs attracted a total of nearly 5.4 billion USD, with an average of about 270 million USD per day – the highest ever, both in terms of duration and scale.

#CFTCCryptoSprint
Strategy doubles its Bitcoin reserves since Donald Trump's election
The Bitcoin investment company founded by Michael Saylor has accelerated its accumulation of Bitcoin since Donald Trump's resounding victory in the federal election last November.

According to the latest disclosures, Strategy has accumulated a total of 376,571 BTC, valued at approximately $43.2 billion, since Trump won the election. Previously, over more than 4 years, the company had only accumulated 252,220 BTC.
Thus, in less than a year, the company has purchased 60% of the total 628,791 BTC it currently holds — partly due to expectations of cryptocurrency-friendly policies under Trump, in contrast to the tightening period under the Biden administration.

$CFX

USDT dominance rate approaches 4.8%: Risk for altcoins or investment opportunity?

In the coming weeks, the market may enter a new phase of volatility, as analysts forecast that the dominance rate of Tether (USDT) will rise to the range of 4.7%–4.8% — a level previously associated with strong corrections in altcoins back in April 2025.

The increasing influence of stablecoins often reflects the defensive sentiment of investors, as capital moves away from risky assets like altcoins to seek safer havens.

However, the picture regarding stablecoins is not solely about caution. USDe from Ethena (ENA) has added $2.7 billion to its supply in a short time, indicating that confidence and capital inflow into this sector remain very strong.

As the USDT dominance rate peaks, the liquidity that has been “waiting” on the sidelines may return to altcoins — opening up opportunities for a significant recovery in the latter part of Q3 this year.

Analyst warns of a strong correction
According to shares from Web3Niels – co-founder of Ted Labs and partner at Bybit – the dominance rate of USDT is likely to increase to the range of 4.7%–4.8% in the coming weeks, coinciding with levels that have previously led to significant corrections in altcoins.

Citing the volatility in April 2025, he warns that a rapid increase in the dominance rate of stablecoins often reflects a risk-averse sentiment, as investors seek safe assets and withdraw capital from altcoins — thereby putting widespread downward pressure.

#BTCReserveStrategy
Bitcoin price volatility significantly decreases due to the influence of spot ETFs
The trading pattern of Bitcoin has changed dramatically since the launch of spot ETFs in January 2024, causing price volatility to drop to unprecedented lows.

On August 4, Bloomberg's ETF analyst — Eric Balchunas — stated that the 90-day volatility of Bitcoin has now fallen below the 40 mark, the lowest since the ETF was launched, while previously this index had exceeded 60.
Balchunas compared this decrease to gold, showing that Bitcoin's volatility is now less than twice that of gold, instead of more than three times as before.

According to him, this new stability could signal a long-term development phase, where Bitcoin no longer experiences explosive price surges followed by sharp declines but will shift to a trend of lighter fluctuations. This stability also makes Bitcoin more attractive to institutional investors and enhances its acceptance as a means of payment.

#CreatorPad

OpenAI raises $8.3 billion, valuation reaches $300 billion

OpenAI just raised $8.3 billion led by Dragoneer, bringing the total funding this year to over $10.8 billion. The funding round was oversubscribed by 5 times, bringing the company closer to its $40 billion target before the end of the year.

OpenAI currently holds over 70% of the LLM market share, has 1 million paying users, and is expected to achieve revenue of $12.7 billion by 2025. However, the company does not expect positive cash flow before 2029.
Meanwhile, AI blockchain projects such as Nous (on Solana) and Poseidon are also attracting significant investment, contributing to a total crypto investment exceeding $10 billion in Q2 2025.

#CreatorPad
Strongest net outflow in history for Spot ETFs, Bitcoin loses 812 million USD in one day
On August 1, Bitcoin spot ETFs experienced a total net outflow of up to 812 million USD, marking the second largest capital withdrawal day in history. Leading the way was Fidelity's FBTC fund with a net outflow of 331 million USD. Other funds such as Grayscale's GBTC and BlackRock's IBIT also recorded significant negative cash flows.

Not only Bitcoin, but Ethereum spot ETFs also faced capital withdrawal pressure with a total net outflow of 152 million USD, ending a 20-day consecutive net inflow streak – the longest since these products were launched.

$BNB
Binance Alpha announces airdrop and listing of DePHY (PHY) on July 26

Binance Alpha announces that it will be the first platform to list DePHY Network (PHY) on July 26. Eligible users can receive an airdrop using Alpha points on the event page when trading opens. Detailed information will be announced on July 26.

#CryptoClarityAct

The Altcoin market turns red as ETH falls below $3,700: Memecore and Story still maintain their upward momentum
As of Thursday morning, Memecore (M) and Story (IP) have maintained their upward trend from the previous trading session, despite the red engulfing most of the altcoin market. Technical signals continue to support the bullish trend: Memecore is showing the potential to break out of the long-standing sideways range, while Story makes a strong rebound after breaking the descending wedge pattern – attracting increasing interest from investors.

However, while Ethereum (ETH) has only slightly dipped below the $3,700 mark, some altcoins like Floki (FLOKI), Pump.fun (PUMP), and Jasmycoin (JASMY) have plummeted sharply, with declines reaching double digits – reflecting the growing fear sentiment spreading across the market.

$BNB
Altcoin trading volume on Binance reaches highest level since February, surpassing $100 billion
The trading volume of altcoins on Binance Futures has exceeded $100 billion in a day, the highest level since February 3, 2025, according to a report from CryptoQuant. This surge comes after a prolonged period of inactivity and coincides with Bitcoin reaching a new historical peak.

Currently, altcoins account for up to 71% of total trading on Binance Futures, while Bitcoin only accounts for 25%. This indicates that Binance remains the leading exchange and reflects a strong return of retail investors—a factor that often appears after the market hits a new peak.

Previously, in January 2025, Binance also recorded altcoins accounting for 78% of total trading, an increase of 11% compared to May 2024. Experts suggest that this is a positive signal for a new bullish cycle for altcoins.