V3 Research
@arndxt_xo 's Favorite 3 Web3 Sectors to Watch

Conclusion

Over the last month, @arndxt_xo has focused his commentary on three key Web3 arenas:
  1. Stablecoin-driven DeFi yield hunting
  2. The fast-growing real-world-asset (RWA) narrative
  3. AI-powered or hybrid infrastructures that merge exchange tokens, Layer-2s, and automated strategy design 10191141213.

DeFi Yield & Stablecoins

  • Stablecoin farming remains lucrative, with a highlighted wallet earning roughly $500K per month from points and real yield 10.
  • Analysis of PENDLE’s yield curves shows that stablecoin investors value short-term flexibility, while ETH stakers prefer predictability, shaping protocol incentives 19.
  • Broader adoption reinforces the theme: USDt dominates small wallets 7, and exchanges like OKX tout stablecoins as gateways to mass use.
    Stablecoin adoption infographic 9
  • Threads aggregating 40 yield-bearing stablecoins extend the narrative that every idle dollar should be productive 26.

Real-World Assets (RWA)

  • The RWA sector has grown 600% since 2023, and tier lists spotlight leading protocols entering the space 11.
  • Community polls and 100× forecasts underline market excitement for the next wave of tokenized real-world assets.
    RWA token 100x graphic 422
  • Regulatory momentum is visible: the EU accelerates a euro stablecoin rollout on Ethereum, while Japan moves toward approving the yen-backed JPYC, fueling related equity rallies 2316.

AI-Enhanced & Hybrid Infrastructure

  • Mantle’s $MNT thesis frames exchange tokens that double as Layer-2 gas assets, projecting up to $2B in annualized demand 12.
  • Almanak’s oversubscribed ICO demonstrates appetite for swarm-based, AI-driven DeFi strategy tools that lower technical barriers.
    Almanak platform overview 136
  • Broader AI momentum—from DeepSeek-V3.1’s hybrid inference to NVIDIA’s budget-controlled Nemotron Nano—provides the underlying tooling that these DeFi agents will run on 12021.
  • Hardware integrations such as Rayvo’s Web3 smart glasses hint at an emerging interface layer where on-chain agents meet real-world data streams 15.
Collectively, these tweets show @arndxt_xo mapping how yield optimization, tangible asset tokenization, and AI-native financial rails are converging into the next phase of Web3.