When I look back at failed investments, 2 things usually stand out:
> No product demand
> Bad token distribution
Most infra projects launch tokens with little traction. then retail farms the airdrop, then it’s all execution risk post-TGE. High risk.
Lit Protocol (decentralized key management) stood out because there’s already real demand. Gitcoin, Lens, Genius and more use it today:
– $250M+ secured (source)
– $130M+ trading volume via Lit Keys
– 30M+ encrypted datapoints
The token isn’t live yet.
Latent demand + product-market fit = rare setup, especially in infra retail barely touches, which is one of the reasons I decided to support the product.
Also checking out their Vincent Yield app - AI agents find yield, while Lit keeps assets safe with policy controls.
Early supporters of Vincent Yield get % boost on deposits.
> No product demand
> Bad token distribution
Most infra projects launch tokens with little traction. then retail farms the airdrop, then it’s all execution risk post-TGE. High risk.
Lit Protocol (decentralized key management) stood out because there’s already real demand. Gitcoin, Lens, Genius and more use it today:
– $250M+ secured (source)
– $130M+ trading volume via Lit Keys
– 30M+ encrypted datapoints
The token isn’t live yet.
Latent demand + product-market fit = rare setup, especially in infra retail barely touches, which is one of the reasons I decided to support the product.
Also checking out their Vincent Yield app - AI agents find yield, while Lit keeps assets safe with policy controls.
Early supporters of Vincent Yield get % boost on deposits.
X (formerly Twitter)
Lit Protocol 🔑 (@LitProtocol) on X
The decentralized key network powering autonomy and privacy across the web for AI, DeFi, and data. Powered by $LITKEY.
Kaia is building an all-in-one fintech app combining crypto banking, on-chain finance, mini apps, and earn programs
Kaia unveiled a three-pillar stablecoin strategy for Asia at KBW 2025: the Stablecoin Orchestration Layer (infrastructure for liquidity, FX swaps, and on/off ramps), Project Unify (a LINE NEXT joint super-app for stablecoin payments, transfers, and yield), and the K-STAR alliance (KRW stablecoin issuance with top Korean partners).
Asia is the core focus due to its fragmented $3.7T projected stablecoin market by 2030, 49 countries, 5B people, and half of global GDP, alongside $130B+ annual remittances, surging cross-border e-commerce (70% by 2027), and tourism growth (334% by 2027).
Kaia unveiled a three-pillar stablecoin strategy for Asia at KBW 2025: the Stablecoin Orchestration Layer (infrastructure for liquidity, FX swaps, and on/off ramps), Project Unify (a LINE NEXT joint super-app for stablecoin payments, transfers, and yield), and the K-STAR alliance (KRW stablecoin issuance with top Korean partners).
Asia is the core focus due to its fragmented $3.7T projected stablecoin market by 2030, 49 countries, 5B people, and half of global GDP, alongside $130B+ annual remittances, surging cross-border e-commerce (70% by 2027), and tourism growth (334% by 2027).