3 Alpha Apps - Buying Bitcoin with an AI Agent & Two More DeFi Opportunities
Edition 3
Welcome to the alpha please newsletter.
gm friends, I’ve got another round of apps for you to try out (all pre token). There should be something for everyone in here. Especially cool: an app that lets you use an AI agent to automate buying Bitcoin.
This newsletter is made possible by Bungee 🙏
Bungee is live on Solana! I have been waiting for this for a while, as someone who plays in both ecosystems. This means that you can swap anything on Solana to anything across all EVM chains (and vice versa).
Why is Bungee awesome?
With BungeeAuto, every swap is gasless, MEV-resistant, and backed by smart contract safeguards that eliminate failed transactions. I don’t need to worry about native gas or worrying about complex approvals. It’s become my default for any cross-chain activity, not only because it works, but because it works reliably, regardless of the chain, token, or size of the swap.
And I will continue to cough cough about their being no token yet. Get involved with Bungee or cope later. Move some stables from chain to chain just to get a feel for it.
1. Hyperbeat
As I’ve said before, I think HyperEVM is one of the most exciting ecosystems in crypto right now. I haven’t actively farmed an ecosystem since Solana 2023, and all the metrics point toward HyperEVM being in a similar adoption phase (~10k active users).
This week’s highlight: HyperBeat, a one-stop-shop DeFi protocol for the HyperEVM ecosystem. Four main products are live - here’s a quick TL;DR:
Earn: Vaults that automate specific DeFi strategies on HyperEVM. Just deposit assets and let Hyperbeat handle the rest. Vaults come in various denominations (stablecoins, HYPE, BTC, ETH, even gold), and yield is attractive. You also earn points across protocols like Hypurrfi, Hyperswap, and more.
Borrow: Provide collateral and borrow liquidity. Powered by Morpho, each market is isolated and immutable - meaning risk is compartmentalized and cannot be altered post-deployment.
Staking: HyperBeat operates a node in partnership with P2P and Hypio. You can either natively stake HYPE on Hyperliquid via their validator, or opt for liquid staking via stHYPE directly in their interface.
Swap: Move assets from any chain into HYPE on HyperEVM. Hyperbeat auto-routes the best path — for example, swap SOL on Solana to HYPE on HyperEVM in one click.
HyperBeat is gaining traction: TVL is near $130M and climbing. They recently launched their points program, Heart, with a capped supply of 51M — 60% is still up for grabs. Points are distributed weekly, and there’s a six-tier ranking system. This hints at a potential tier-based airdrop, meaning it could be worth climbing the early ranks — especially for those with limited capital.
Here’s a sharp take on the potential value of Hyperbeat Hearts:
Best way to start earning Hearts?
Engage. Deposit into a vault and farm multiple HyperEVM protocols. Holding HYPE? Liquid stake and borrow against it. Even easier - stake HYPE directly on Hyperliquid via the validator (Hyperbeat x P2P x Hypio).
I’ve personally deposited into the Ultra HYPE vault, earning 6% APY on my HYPE + points across six protocols. Super capital efficient.
Here’s a referral link to get you started:
2. Exponent
A Solana-native protocol I’m excited about: Exponent - a yield trading protocol that splits yield-bearing assets into two parts:
PT (Principal Token): earns fixed yield
YT (Yield Token): captures implied yield (e.g., points)
These tokens trade on Exponent’s custom AMM, optimized for yield assets with fixed maturities. It unlocks new strategies: speculate on yield, boost points exposure, or secure fixed returns - very similar to what Pendle does on Ethereum.
Three protocols offer this on Solana (RateX, Exponent, Sandglass), but Exponent stands out - best UI, transparent stack, and deepest Solana DeFi integrations. TVL is already over $110M.
Worth noting: core contributors are ex-Kamino and Squads team members. They’ve raised a $2.1M seed round led by Rockaway, with top Solana angels participating.
Yield trading on Solana is still a relatively new meta, but the setup looks very promising. It reminds me of the “Pendle season” on Ethereum, when EtherFi integrated with Pendle to offer some of the best yield and airdrop opportunities of early 2024.
Indeed, Exponent is already offering some juicy opportunities to lock in high fixed yields on SOL or stablecoins, or farm multiple airdrops from promising new Solana protocols at once. The fact that it is also relatively early makes the opportunity even more attractive if you want to be an early user.
Personally, my favorite yield trading plays (especially in these market conditions) are PTs, where you can secure a high yield on your assets.
Current plays I’m watching on Exponent:
PT-USD*: Lock in 11.38% APY on USD* until Sept 19. USD* is a stablecoin built by Perena. More info.
PT-kySOL: If you hold SOL, check this out - offers 14%+ APY until Sept 30. kySOL is a liquid restaking token from Kyros built on top of Jito (Re)staking. More info.
For the degens: You can loop PT-kySOL vs SOL for even higher yields. Already live on Kamino.
3. Newton
What if an AI agent could do your investing for you?
Newton lets you automate your finances using AI agents that operate strictly within rules you define and can verify.
Use cases include recurring crypto buys, cross-chain payroll, DAO treasury ops - all automated within strict, user-defined parameters. Think of Newton as a trust layer for automation.
It combines secure execution environments with cryptographic proofs so users and orgs can verify what an agent did - without exposing sensitive data. In a space where automation often sacrifices transparency, Newton provides provable, rules-based autonomy.
How to try it:
Newton is in beta, but the recurring buy agent is live now.
You can fund it with USDC on Base, Arbitrum, or Optimism, and set up a recurring buy of cbBTC - for example, $10/day until a specific end date (what I tested).
The agent runs autonomously, and every action is cryptographically proven to match your intent. Developers can build agents via the SDK, and early users can earn credits through the Newton Portal.
This is pre-token, so definitely worth exploring early.
You can use this invite code when you join Newton: y53sp5zBFLmD
And that’s your alpha.
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Crypto currencies are very risky assets and you can lose all of your money. Do your own research.
Banger
Thanks for the Alpha always 🙏🙏