The DeFi Crypto Play Everyone Should Be Watching! [Kinetiq + Pump]

2025-09-29 00:049 min read

Content Introduction

In this video, the liquid staking protocol Kinetic is explored, built on Hyperlquid. Viewers are informed that Kinetic may issue a GTO airdrop in the coming weeks and are guided on how to gain exposure to Kinetic through various strategies, including liquidity pairing with up to 150% APY. The video explains Kinetic's recent significant growth in total value locked (TVL) since its launch, its functionality within the Hyperlquid ecosystem, and its competitive positioning against other DeFi protocols. The potential for launching perpetual markets via Kinetic and how users can stake their holdings for passive income is highlighted. Additionally, risks associated with DeFi investments are also discussed, emphasizing the necessity of due diligence and independent research. The content appears to be educational, offering insights on the evolving landscape of decentralized finance (DeFi) and strategic investment opportunities.

Key Information

  • Kinetic is a liquid staking protocol integrated with Hyperlquid, expected to issue a GTO airdrop in the next 10 weeks.
  • Kinetic offers features like a lucrative LP pairing that currently has an APY of about 150%.
  • Kinetic reached approximately $1.8 billion in TVL since its launch in July, with annualized fees of $29 million distributed to stakers.
  • The protocol underpins its ecosystem by allowing users to stake and earn through various mechanisms, including launching their own perpetual markets.
  • Kinetic aims to democratize the ability for anyone to launch perpetual markets without the need for significant capital outlay.
  • The expected FDV for Kinetic is speculated to fall between $750 million to $1 billion, with various points being circulated for valuation.
  • Kinetic holders can stake to earn yield and potentially benefit from airdrops, but the project also carries risks associated with decentralized finance.

Timeline Analysis

Content Keywords

Kinetic

Kinetic is a liquid staking protocol built on Hyperlquid, with plans to issue a GTO similar to an airdrop in the next weeks. Currently, the Kinetic and pump LP pairing offers an impressive 150% APY. Kinetic has quickly established significant total value locked (TVL) since its launch, attributing success to its unique offerings and institutional grade infrastructure.

GTO

GTO is expected to serve as an upper bound for Kinetic's market value, with estimates suggesting it could reach between $600 million to $300 million, depending on the performance of launched perpetual markets. GTO's current FTV stands at approximately $1.8 billion.

Liquid Staking

The video discusses the mechanics of liquid staking and how Kinetic's unique approach allows for capital growth through innovative market strategies while emphasizing the associated risks in the DeFi space.

APY

Users of Kinetic can earn APY returns through various strategies, including traditional staking and liquidity pairing, highlighting the potential for high yields offered in the liquidity market.

Airdrop

Kinetic is planning an upcoming airdrop which will benefit early adopters, with an emphasis placed on maintaining community engagement through rewards.

Hyperlquid

Hyperlquid is the underlying platform supporting Kinetic, which enables users to interact with DeFi tools and possesses substantial market traction.

Pendle

Pendle is introduced as a platform for yield-bearing tokens, allowing users to separate their yields from their principal investments, optimizing their earnings potential within the Kinetic ecosystem.

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