Unlock fears, fee cuts, and a major DeFi integration dominated the week – but there’s more beneath the surface. ✓ HYPE faces $300M+ monthly unlocks: Team unlocks begin Nov 29, releasing ~9.9M HYPE/month through 2027. Unstaking activity and softening revenues sent HYPE down 15% last week. ✓ HIP-3 volumes rip higher: New equity perps + 90% fee cuts push HIP-3 volumes above $300M, with the XYZ100 index perp seeing a jump in trading activity. ✓ Kinetiq (KNTQ) TGE hits Nov 27: A major HYPE-adjacent launch and a real-time test of appetite ahead of HyperEVM TGEs. ✓ Morpho deepens its Coinbase integration: ETH-backed USDC loans go live, building on the BTC-backed lending offering that has already generated up to $1.3B in originations. Full analysis in this week’s Weekly Digest by Senior Crypto Research Associate Martin Gaspar.
Daria Bogun
5d
This week’s DeFi moves show how unlocks, fee cuts, and strategic integrations are reshaping liquidity, trading activity, and lending dynamics across the ecosystem.
Great content FalconX team!