@botanix (Bitcoin L2) Winding down July. BTC still seen as reserve asset, not DeFi capital. TVL from $26M to $120k. @ArkhamIntel (Arkham Exchange) CEX side wound down (withdrawals-only from Feb). Low volume and they full shift to DEX. @Dreamcash (HIP-3 USDT perps) All CASH markets settled by July 2. Native USDC on Hyperliquid killed the USDT UX advantage. @0xPolygon (Polygon zkEVM) Mainnet Beta sunset July 1–3. EIP-4844 delays + ZK limits + crowded market. Focus on Open Money Stack + CDK. @ventuals (HIP-3 private-markets) Full shutdown in June. Team joining another Hyperliquid project. $650M+ volume. @felixprotocol (HIP-3 DEX + markets) USDH sunset + Trade.XYZ competition. Lending continues.
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