Cryptofada Research

Cryptofada Research

Circle (CRCL) would be losing 7% of USDC supply as Hyperliquid launches USDH

Best yields, Defi Jobs, Airdrops etc

Cryptofada's avatar
Cryptofada
Sep 08, 2025
∙ Paid

Welcome to another edition of Cryptofada research. For partnership, email- cryptofadainfo@gmail.com.

Kindly show support by sharing the newsletter with others

Share Cryptofada Research


OUTLINE:
1. Crypto ecosystem updates
2. Research, Reports & Insights
3. Crypto/Defi/web3 Jobs- Over 20 Defi roles listed
4. The best Defi/Yield Farming opportunities
i)Low risk yields
ii)Medium risk yields
iii)High risk yields
iv) Others: 
-LST Strategies with Kofi Finance on Aptos
-Turning ETH into USDA+ Yield (Simple, Step-by-Step) on Autonomint 
-How to earn 83% plus effective APY on Staking Solana via iA
-Top 3 Promising Blockchains Flying Under the Radar
5. Airdrops/Testnets

Crypto/Defi ecosystem updates


Image
  • Paxos plans to launch USDH on Hyperliquid, pledging 95% of reserve interest for HYPE buybacks and ecosystem rewards, bringing regulatory clarity and global scale to the chain.

  • Between September 2 and September 5 (ET), Ethereum spot ETFs experienced a record weekly net outflow of $788 million, with every fund seeing withdrawals and none reporting a net inflow. Conversely, Bitcoin spot ETFs recorded a weekly net inflow of $246 million, marking their second consecutive week of positive inflows.

  • Agora has emerged as the frontrunner for Hyperliquid’s USDH, backing its bid with institutional infra, Rain’s global coverage, LayerZero interoperability, EtherFi vaults, and a pledge to return 100% of net revenue to the ecosystem.

  • StablecoinX Inc. has secured an additional $530M in funding, bringing its total PIPE financing to approximately $895M. This capital raise is part of the company’s broader ENA accumulation strategy, which is expected to result in a balance sheet holding of over 3 billion ENA tokens once the round closes, positioning StablecoinX for significant influence in the token’s ecosystem.

  • Japan’s “MicroStrategy,” Metaplanet, has purchased an additional 136 bitcoins for approximately $15.2 million, at an average price of $111,783 per bitcoin. This latest acquisition increases the company’s total holdings to 20,136 bitcoins, bringing its cumulative investment to roughly $2.057 billion, reinforcing its long-term bullish stance on Bitcoin.

  • Hyperlend Publishes uSOL Asset Onboarding Report

    The report offers a comprehensive risk assessment for onboarding uSOL, including protocol mechanics, collateral structure, and redemption workflows. It also covers technical risks, audit findings, system architecture, and market parameters such as LTV, supply limits, and interest rate models. Overall, Hyperlend’s report provides a complete evaluation of an asset’s suitability for listing.

  • Ventuals Lists Anthropic for Trade on Testnet
    Ventuals has added Anthropic tokens to its testnet trading environment, allowing developers and traders to experiment with trading, liquidity, and smart contract interactions before mainnet deployment. This move helps identify bugs, optimize performance, and simulate real trading conditions in a low risk setting.

  • Jito Foundation Announces Key Updates to the $JTO Tokenomics
    The Jito Foundation released updates to $JTO tokenomics, including adjustments to staking rewards, supply schedules, and governance incentives. These changes aim to improve token utility, strengthen ecosystem participation, and align incentives between validators, stakers, and the broader community.

  • Grayscale Launches Ethereum Covered Call ETF ($ETCO)
    Grayscale launched the Ethereum Covered Call ETF ($ETCO), designed to generate additional yield from Ethereum holdings by selling call options. The fund allows investors to earn income while maintaining exposure to ETH, offering a risk-managed way to participate in both market upside and premium collection strategies.

  • Pyra Launches V2: Grow Wealth While Spending on Solana
    Pyra’s V2 platform introduces a spend-and-earn model on Solana, where users can grow wealth while using their funds for everyday transactions. Features include automated yield generation, flexible liquidity management, and integrated tools for seamless spending, staking, and DeFi participation.

  • Pumpfun Purchases $12,192,383 in $PUMP Tokens Over the Past Week
    Pumpfun has actively accumulated $12.19M worth of $PUMP tokens in the past week, signaling strong institutional or strategic interest. This purchase could support liquidity, market confidence, and upcoming ecosystem initiatives or incentives tied to $PUMP.

  • Phantom Perps Now Lets You Add Size and Partially Close a Trade
    Phantom Perps updated its trading platform to allow adding size to existing positions and partially closing trades, giving traders more flexibility and control. This enables better risk management, position scaling, and improved strategies for active traders in perpetual futures markets.

  • Tempo: A Payments-First Blockchain Incubated by Stripe and Paradigm
    Tempo is a payments-focused blockchain designed for seamless on-chain transactions and financial applications. Incubated by Stripe and Paradigm, it aims to combine developer-friendly tooling, fast settlement, and scalable infrastructure to drive adoption of blockchain-based payment solutions.

TOKEN UNLOCKS:


Research, Reports & Insights


  • Hyperliquid’s stablecoin launch could deliver a $220M revenue boost (~17%) to tokenholders if the $5.5B of USDC deposits on Hype shift to USDH, while Circle (CRCL) would take the hit—losing 7% of USDC supply and $220M in revenue,

  • HIP-3 and the Future of Decentralized Market Infrastructure: Hyperliquid’s HIP-3 introduces permissionless, builder-deployed perpetual futures markets, marking a major step toward its vision of becoming the “AWS of liquidity,” where anyone can launch markets as easily as developers deploy cloud infrastructure. While this opens the door to significant innovation and ecosystem growth, important questions remain around slashing mechanisms, market halts, trading cadence, and governance frameworks that need clearer answers before full adoption.


Crypto Jobs


  1. Lead Product Manager, Institutional DeFi @Ripple

  2. Senior DeFi BD @BOB (“Build on Bitcoin”)

  3. Head of DeFi @Nuffle Labs(moremarketsxyz)

  4. Senior Social Media Manager @Movimentum

  5. Sr. Marketing Manager @Kaia Labs

  6. Senior DeFi BD @Maverick Protocol

  7. Social Media & Content Strategist @Yuzu Money

  8. DeFi Researcher @Sentora

  9. DeFi Analyst @Rockawayx

  10. DeFi Protocol Researcher @PikeFinance

  11. DeFi Marketing Lead @Arbitrum Foundation


    To read further please consider supporting us at Cryptofada Newsletter

    With just $2 weekly, you will support the newsletter and access 100% of the Defi/Crypto opportunities we share at least twice weekly:

    • What to expect:

      👉 Every Monday: Ecosystem/Mainnet/funding updates, Defi Yield farming, Staking Airdrops, Research/reports, ICO/IDO/Presales and Crypto Jobs and trading opportunities

      👉 Every Thursday: Protocol Spotlights, with in-depth analysis of 2-5 select protocols or tokens, and yield farm opportunities.

      N/B:

      Free Subscribers: Have access to 20% of the content as an overview

      Paid Subscribers: Have access to 100% of the contents and community features like chat room (10x alphas are shared on the chat room) etc

Keep reading with a 7-day free trial

Subscribe to Cryptofada Research to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Cryptofada
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture