StacyMuur

The numbers for @humafinance are holding up well in this market.
Overall activity is decent:
→ $10.6B total transaction volume
→ $163M active liquidity
→ 111K depositors (new depositor activity has been low since mid-2025)
Huma has been able to retain high yield through Huma Prime, their newest strategy vault.
It works by leveraging the yield from Huma Classic (Defensive Looping).
Basically a way to squeeze more yield out of the same underlying infrastructure. Not bad, but not exactly new alpha.
Most of their recent activity has been partnership announcements, conferences, and farming seasons.

Decided to tap @OverlayProtocol's markets today
Some margin notes on whether it has potential:
• Double or Nothing = pure gambling; 15 min cycle of betting
• Very interesting design for perps (PM + perps with leverage) with exotic pairs like MYX vs. ASTER or Silver vs. Gold
• Many tradable indexes (exotic markets), like Elon Mask index or CZ Signals index
The leaderboard competition is still quite low, so Overlay is a very "niche" platform for now.
The potential is there though, will continue tapping heh

365,676 BTC ($24.86B) is now sitting on alternative networks.
Here's where it lives:
1. Ethereum: 176,087 BTC
2. BNB Chain: 75,863 BTC
3. Tron: 17,645 BTC
4. Base: 31,582 BTC
5. Solana: 9,981 BTC
6. Arbitrum: 8,126 BTC
7. Ink: 3,443 BTC
8. Berachain: 3,081 BTC
9. Avalanche: 3,975 BTC
10. Polygon PoS: 2,322 BTC

My quick note on the market situation ↓
$BTC is ~50% off ATH.
Most alts are down 60–90%.
Reasons:
1. Macro hit
Tariff headlines are back.
Feb 24 is the date to watch.
2. US–Iran tension is rising
That keeps oil and risk assets jumpy and adds to the risk-off mood.
3. People are selling onchain
Whales are depositing to CEXs.
Short-term holders are selling at a loss.
4. Leverage got wiped
Liquidations spiked as BTC broke the mid-64Ks.
5. DeFi is feeling it too
Total DeFi TVL is down 17.5% in 30 days: $119B → $98.5B
DEX volume is down hard on the day, around ~40%.
Meanwhile, MVRV Z-score is around