Looking into FLUID, anyone who has dug into it deeply, feel free to DM me. Or drop a reply with an in depth post.
sigma^2
@SigmaSquared_
$FLUID might be one of the most overlooked ETH betas out there right now. Averaging $700M/day in volume.
Dex v2 is next — if it delivers and actually flips Uniswap on volatile pairs like they’re expecting, the market’s going to have to reprice that narrative fast.
It's already
Write about it a long time ago. Very good protocol
twitter.com/thedefiedge/status...
Got a started position onchain via Uniswap, available on bybit spot too. Mainly as a Proxy to Eth performance but also has quite a few interesting developments of its own. TLDR for those interested.
Strong Growth Metrics:
- DEX market share grew from 3% → 20% in 2025.
- $40B cumulative trading volume in 199 days - 2nd fastest in DeFi DEX history (after Sushi).
- Largest market share in stablecoin swaps on Arbitrum.
Positioning:
- Verticalisation of their business. Aims to disrupt both Uniswap (DEX) and Aave (lending).
- Gaining dominant share in conservative pools (stablecoins + wBTC).
- Now handles 50% of all wrapped BTC volume on Ethereum.
Innovation:
- Smart Collateral & Smart Debt: LP collateral earns trading fees → reduces loan interest.
- More capital-efficient borrowing model, driving user adoption.
Solana Expansion + Jupiter Collab:
- Launching on Solana with Jupiter integration in July.
- Jupiter is aiming to become the leading DeFi superapp on Solana.
- Big catalyst for further user/revenue growth.
Upcoming Catalysts:
- Fluid DEX v2 this month.
- Solana launch via Jupiter this month.
- Approaching $10M revenue milestone to trigger token buybacks (currently at $7.7M).
Lots of this came from @ZoomerOracle article, so credit where credit is due.
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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