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I ilmeaalim
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@ilmeaalim

@TheDeFinvestor dropped the calendar for the week ahead. What each project actually is, what the event is, and what can move price. 💰📅 👇 🏦 @aave ($AAVE) — Consumer Savings App What it is: the biggest DeFi lending market. Users deposit crypto to earn yield or borrow against it, like a bank vault that anyone can use without a loan officer. Price: ~$97 | ATH: $661.69 | ATL: $26.02 Supply: ~15.2M circulating | Max: 16M Tokenomics: hybrid, leaning deflationary. Protocol revenue now feeds programmatic buybacks. Event: Aave App (mobile savings product aimed at normal phones, not power-user dashboards) is said to be launching “very soon.” Internal onboarding already started. Full public date is still soft. Major catalyst: retail distribution. If the App turns phone users into depositors, fee flow into buybacks can thicken. Risk: “very soon” is not a confirmed launch week. 📱 🏦 @maplefinance ($SYRUP) — Institutional Credit What it is: on-chain credit for real borrowers (funds, firms), not just over-collateralized pawn-shop style lending. Think decentralized bank for bigger tickets, not a public ATM. Price: ~$0.19 | ATH: $0.6574 | ATL: $0.08489 Supply: ~1.19B circulating Tokenomics: revenue-linked buybacks (not pure mint-and-print staking). Higher protocol income can mean more open-market SYRUP purchases. Event: MIP-021 vote window opens July 13. Rules-based buyback that scales with monthly revenue: 10% under $1.5M, 20% from $1.5M–$2M, 30% above $2M. Major catalyst: hard link from Maple’s loan book fees to token demand. Stack that on top of institutional credit growth (including fintech distribution rails) and the valuation gap story gets sharper. 📈 ⚡ @monad_xyz ($MON) — Parallel EVM L1 What it is: a Layer-1 chain built for speed while staying EVM-compatible (Ethereum apps can move over without a full rewrite). Parallel EVM = many transactions processed at once, like opening more checkout lanes instead of one long queue. Price: ~$0.023 | ATH: ~$0.049 | ATL: ~$0.0164 Supply: ~11.8B circulating | Max: unlimited Tokenomics: inflationary by design (open max supply). Value depends more on real usage than hard scarcity. Event: network upgrade rollout next week aimed at higher transaction speed. Major catalyst: performance proof. Faster finality helps trading, gaming, and high-frequency DeFi. The deeper question stays binary: does real borrowing demand (like the earlier Aave TVL spike on Monad) hold after incentives fade? 🚀 ⛏️ @jito / @jito_labs ($JTO) — Solana Market Layer + JTX What it is: Solana’s picks-and-shovels stack (MEV infrastructure + liquid staking). MEV = extra profit from transaction ordering, like a toll booth on a busy highway. JTX is the new consumer trading app. Price: ~$0.60 | ATH: $6.01 | ATL: $0.2181 Supply: ~493M circulating | Total: ~1B Tokenomics: hybrid. Fees from infrastructure already matter; JTX is designed so ~80% of platform revenue can accrue toward JTO value (buyback / holder path), with ~20% for growth. Event: JTX public push next week. Spot trading first. Perps (leveraged futures that never expire, like a perpetual bet on price) are on the roadmap (often framed via Phoenix-style Solana rails). Major catalyst: vertical integration. Same team that sits under Solana order flow now builds the front-end that can send fees back to $JTO. Watch volume and whether the 80% revenue story actually hits the token. 🔥 ⚠️ @Pumpfun ($PUMP) — Memecoin Launchpad What it is: the factory that lets anyone launch a memecoin in one click on Solana. Token value tracks platform mindshare and fee capture more than “tech upgrade” narratives. Price: ~$0.0014 | ATH: $0.008819 | ATL: ~$0.00116 Supply: ~402B circulating | Max: 1T Tokenomics: inflationary unlock path. Large scheduled releases can flood float. Event: ~20% of supply-class unlock window (~82.5B tokens, order of ~$115M$127M depending on print) around July 12. Major catalyst: supply shock, not a product launch. This is a sell-pressure calendar date until the market digests who sells and who holds. 💸 🏛️ Macro — Fed Chair Kevin Warsh Event: House Financial Services Committee testimony on July 14 (first formal Congressional monetary-policy print under the Warsh chair era in this cycle). Major catalyst: risk appetite for the whole market. Hawkish tone can hit high-beta alts first. Dovish or calm tone can reopen leverage across the board. Crypto watchlists sit under this umbrella. 🌍 🌐 @Injective ($INJ) — Finance-Focused L1 What it is: a chain built for on-chain finance (exchanges, RWAs, tokenization). Think a stock-exchange operating system, not a general social-app chain. Price: ~$4.90 | ATH: $52.62 | ATL: $0.6574 Supply: ~100M circulating (near full float) Tokenomics: historically burn-aware / usage-linked design with limited new unlock overhang versus younger tokens. Event: Injective Summit 2026 on July 16 in Washington, D.C. Institutions, builders, policymakers. Major catalyst: narrative + partnership risk. Summits rarely reprice on the calendar alone. They reprice when a named product, partner, or policy frame lands on stage. Sell-the-news is the classic trap if headlines underwhelm. 🏛️ 🎁 @grvt_io (pre-token) — Institutional Perps Venue What it is: a derivatives exchange aiming at serious perpetual futures flow. Competes in the same mental bucket as names like Hyperliquid-style venues. No liquid GRVT tokenomics block yet (TGE targeted around July 21). Event: multiplier-plan / registration choice window tightens by July 17 (full airdrop registration path runs longer into late July per project docs). Miss the choice window and defaults apply. Miss registration and allocation can vanish. Major catalyst: airdrop + TGE calendar. Short-term trading is eligibility FOMO and unlock design, not mature protocol revenue yet. 👀 Why This Week Is Not “Just Another List” Half the board is product (App, JTX, Monad speed). Half is money plumbing (buybacks, unlocks, Fed speech, airdrop cutoff). Treating them as equal is how people mis-size risk. ⚖️

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Crypto Watchlist for the week ahead: $AAVE - Aave App is launching "very soon" according to the team $SYRUP - Maple's proposal to add a revenue-based buyback mechanism goes live on July 13 $MON - Monad will start rolling out a network upgrade that will increase its transaction speed next week $JTO - Jito will launch JTX, its own perps DEX on Solana, next week $PUMP - 20.3% of the PUMP token supply (worth $115M) will be unlocked today Macro events - FED Chair Kevin Warsh will testify before the House Financial Services Committee on July 14 $INJ - Injective Summit starts on July 16 GRVT - The deadline to register for the GRVT airdrop is July 17 If you enjoyed reading this, a like and a repost would be appreciated🫡

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Rowan Blake @Flowbyrowan ·

@ilmeaalim @TheDeFinvestor @aave The Pumpfun unlock timing is definitely a key one to watch. Curious to see how much of that supply actually hits the market vs. gets held.

Sergio | The Nomad 🇪🇦| @SergioTheNomad ·

The difference between Aave and the rest of the calendar: Aave has real product revenue that's already funding buybacks today. It's not launch hype. But the catalyst that interests me most this week is Warsh's testimony on June 14th. Hawkish = risk-off across the market, dovish = leverage returns. Aave, Injective, and JTO perform very differently in those two scenarios. The thesis for any DeFi this week hinges first on the Fed's tone. The rest is calendar noise.

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La diferencia entre Aave y el resto del calendario: AAVE tiene product revenue real que ya financia buybacks hoy. No es hype de launch. Pero el catalizador que más me interesa esta semana es el testimonio de Warsh el 14J. Hawkish = risk-off en todo el mercado, dovish = leverage regresa. AAVE, Injective y JTO corren muy diferente en esos dos escenarios. La tesis de cualquier DeFi esta semana pasa primero por el tono de Fed. El resto es ruido de calendario. 🏦