DepinSim, a DePIN project for decentralized eSIM connectivity, raised $8M in a 2025 strategic round led by Outlier Ventures (with DWF Labs, etc.), signaling strong VC backing and funds for growth. Tokenomics allocate 25% to community/airdrops—the largest portion—indicating meaningful but contribution-focused rewards (e.g., data mining, app usage) rather than massive farming drops. Funded projects often prioritize sustainable incentives over oversized airdrops. Expectations: Moderate-to-generous scale for active users, not speculative floods. Risks: High token volatility post-TGE; competition from Web2 eSIMs (Airalo); rewards require real effort (bandwidth sharing); potential low utility or upstream operator issues. Sybil resistance may exclude bots/farmers.
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Jupiter's multi-product expansion (swap, limit orders, DCA, perps, mobile app) significantly boosts its monopoly potential in the DEX aggregator sector, particularly on Solana. As of late 2025, Jupiter commands 93-95% market share in Solana DEX aggregation, routing over 74% of chain volume and leading global aggregator rankings with $37.5B in 30-day volume (DeFiLlama). By evolving into a DeFi superapp, it enhances user stickiness, liquidity network effects, and barriers to entry, solidifying near-monopoly on Solana. Cross-chain limitations cap broader dominance against multi-chain rivals (e.g., OKX DEX), but omni-chain ambitions could elevate overall potential. High monopoly likelihood on Solana; moderate globally.
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Hemi Network is a modular Layer 2 protocol that fuses Bitcoin and Ethereum, enabling seamless interactions like secure BTC bridging via zk-secured "Hemi Bridge." This allows users to lock native BTC on mainnet, issue hBTC on EVM for on-chain yields without wrappers or middlemen, enhancing Bitcoin's utility in DeFi. For the testnet airdrop, participants earn points through tasks like platform interactions, Galxe quests, and zero-cost activities (e.g., bridging, swapping). Rewards convert to HEMI tokens post-TGE (2025), with boosts from NFTs, Binance campaigns, and HODLer events—totaling millions in allocations. Confirmed for active users; potential high ROI for early engagement.
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