Injective could attract repeat traders and generate fees to support INJ buybacks and burns as it adds markets and trading tools. SICI is live for trading GPU rental prices; options for SICI, US indexes and commodities are on testnet, and developers can build options apps on the same infrastructure. BDACS is working to bring KRW1 settlement to its RWA markets, subject to regulatory approval. INJ deserves a place on the watchlist. x.com 

Injective faces no large early-investor unlock that could add selling pressure over the long term. All of its token supply is already circulating, with market cap equal to fully diluted value; that makes holding it a healthier long-term proposition than RWA layer-1 tokens with an unlock cliff. x.com  x.com 

Injective's INJ is no longer attractive enough to compete with newer Layer 1 projects, in reply to @DukeD_Defi's case that the market misprices it as an onchain capital-markets chain. x.com 

Injective's Meridian mainnet upgrade is the upgrade that sends INJ to $20. Per @NinjaCatSF, it brings better support for tokenized real-world assets, smoother trading across the Injective ecosystem, stronger market infrastructure and groundwork for private institutional trading. INJ feels like Near before its hype, with the vision coming together. x.com  x.com 

dYdX's token has a lot of upside if the rebranded Arcus can execute its pivot to perps on equities, commodities and indices, where most perps growth should come, as HIP-3 shows. Robinhood featured Arcus as one of two perps protocols among a dozen, bringing distribution. The same, nearly fully circulating token captures all value at a $130M FDV, a fifteenth of Lighter's; Jito rerated from $250M to $800M FDV after a similar perps pivot. The post-event selloff looks like a knee-jerk reaction. x.com 

If Saylor lost the private keys to Strategy's holdings, about 4% of bitcoin's supply would vanish, which would be bullish for bitcoin even as it devastated Strategy shareholders. x.com