If Shelby can achieve effective commercialization on @Aptos, it could become a major catalyst for the ecosystem. The potential upside extends beyond on-chain transaction activity: If application demand continues to grow, Aptos has the opportunity to lead the industry in total transaction volume and fee revenue. Even more significant is its impact on the $APT tokenomics: with 100% of fees burned and inflation below 2%, a more direct link is established between network activity and APT value capture. Of course, the key remains the successful commercialization of Shelby and the generation of real demand. If realized, the upside could be substantial 🔥

As of the end of September, @Aptos’s aptos:native deflationary mechanism continues to operate stably 💦 → Over the past 30 days, the network has collectively burned 166,900 APT → Since mainnet launch, total cumulative burns have reached 1.9 million APT → At the current pace, the annualized burn rate is estimated at approximately 2 million APT Notably, even though gas fees increased by roughly 10 times, the average transaction fee on Aptos over the past 30 days remained only about $0.0005. This demonstrates that Aptos maintains low user transaction costs while still generating real, verifiable token burns through consistent on-chain activity. Every transaction burns APT, and every burn is permanently recorded on-chain. From a supply-side perspective, APT’s value capture is not merely theoretical—it is actively occurring through ongoing network usage.

💡 Over the past month, Aptos has seen a net inflow of approximately $137 million in on-chain RWA, ranking third across all chains—and still leading the pack! Aptos’ RWA ecosystem is structured in two layers: ➤ Native on-chain asset-backed credit RWA Pact Finance’s seven emerging market credit portfolios, with a total asset value of ~$569 million, accounting for over 70% of overall value. Examples: EM Portfolio 1/2, NPA Portfolio 1/2, Mortgage Portfolio 1 ➤ Compliant, distributable institutional-grade RWA Asset value of ~$200 million Examples: BlackRock/Securitize’s BUIDL, Franklin’s BENJI, Ondo’s USDY, KAIO’s institutional fund shares Pact deepens native credit exposure, while institutional funds provide compliant access points. Aptos’ RWA narrative is evolving from asset tokenization to an “on-chain capital market”—far ahead of other L1s 😄

Why is Aptos considered an underappreciated institutional-grade L1 in the crypto industry? When the crypto community discusses L1s, attention is often focused on short-term chain popularity or app-driven surges. But if we reframe the question: When traditional financial institutions move regulated assets on-chain, what kind of underlying network do they truly need? The answer aligns much more closely with @Aptos’s design direction. ➤ In early 2023, $APT was just a brand-new Move chain built by a team of former Meta engineers, with virtually no applications built on it. ➤ Today, Aptos hosts BlackRock’s BUIDL fund, Franklin Templeton’s FOBXX, Apollo and Securitize’s ACRED, has submitted a Bitwise spot ETF application, processes over 17 million transactions daily, and holds over $1.2 billion in stablecoins on-chain. Markets often label L1s based on DeFi TVL, trending apps, or speculative trading volume at a given moment—but building institutional financial infrastructure takes longer and is evaluated by different criteria. This is precisely where Aptos remains overlooked: its technical readiness and actual adoption for institutional finance on-chain have not yet received industry attention commensurate with its progress.

🔺 Decibel’s cumulative trading volume has strongly surpassed $5 billion this month. In the past two days, @DecibelTrade has also reached a new milestone with the launch of spot trading for $APT and $BTC, marking its evolution from a “perpetual-only on-chain trading engine” to a “comprehensive on-chain trading layer for all assets.” Perpetual contracts address price exposure, but spot trading forms the foundation of liquidity. Here’s a quick overview of Decibel’s current product structure: → Spot + perpetual trading → Expanded asset classes: crypto, U.S. stocks, and more → Unified liquidity and trading experience → Future integration of RWA spot markets, prediction markets, and more → Combined with its previously announced cross-chain spot bridge, users will soon be able to seamlessly access APT and BTC spot markets on Decibel directly from ETH, SOL, and other chains What’s next to watch: → MEV protection live—defending against frontrunning and sandwich attacks → Agentic trading mode: AI + MCP-driven automated strategies participating directly in on-chain markets → Portfolios can now serve as collateral for lending and borrowing, further breaking down silos between spot holdings, trading positions, and liquidity positions The next chapter of on-chain trading has only just begun. 🚀

➤ Earlier this year, the market cap of USDT on the Aptos chain surpassed $1 billion for the first time. ➤ Even during the bear market, it remains above $1.1 billion, accounting for approximately 79% of the total market cap of stablecoins on Aptos. ➤ Over the past 30 days alone, USDT’s market cap has grown by another 18.6%. Low fees, sub-second finality, and continuously improved on-chain experiences enable Aptos to support higher-frequency, more everyday-use-oriented capital flows. As stablecoin liquidity deepens, on-chain transactions, payments, and DeFi use cases will benefit from a stronger foundation. Notably, activity on Aptos also triggers a $APT burn mechanism, creating tighter alignment between ecosystem applications and token economics: ➤ Over the past month, 154,350 $APT tokens have been burned. ➤ At the current burn rate, approximately 1.9 million $APT tokens will be burned annually. ➤ You can view the burn data here: https://t.co/C4SORL0lYt Liquidity is accumulating—Aptos Summer is still underway 👍

MEV has long plagued both traditional and on-chain markets, with effective countermeasures lacking—until: @Aptos introduced an encrypted mempool mechanism, strictly securing order flow to ensure no front-running is possible before transactions are public https://t.co/YSIj9eKn5C

💡 Understand Aptos’s Latest Update, AIP-146, in Three Minutes: Holders with Large APT Stakes Can Initiate “Heavier” Transactions Previously, all Aptos transactions shared the same gas limit. This worked fine for regular transfers, but operations like DEX liquidations, large-scale state migrations, and emergency contract upgrades inherently require more computational resources—yet had no legitimate way to request higher limits. AIP-146 solves this problem. Proof of Stake → Unlock Higher Gas Multipliers (up to 100x) By proving you’ve staked a sufficient amount of $APT, you can unlock higher gas limits—up to 100 times the default value. Why not simply “pay more, get more”? Because that would allow any wealthy account to buy higher limits, making Sybil attacks trivial. Proof of stake is different—it demonstrates that you’ve truly locked a large amount of APT into the network, aligning your long-term interests with the network’s health and naturally deterring malicious behavior. This is a more reliable trust mechanism. What does this mean for the ecosystem? → Validators and large stakers now have a legitimate channel to submit high-computation transactions. → Complex DeFi scenarios (like liquidation bots) are no longer constrained by standard gas limits. → Emergency operations no longer require waiting for governance proposals—response times improve dramatically. It enables Aptos to support more complex on-chain scenarios while maintaining network security—a major step toward maturity! 👍

Looking at the broader crypto landscape, Aptos has firmly established itself across nearly all fundamental metrics: 1. Regulatory: Classified as a commodity, with dual endorsement @aptos has been recognized as a commodity by both the CFTC and SEC—a rarity across the entire crypto industry. This grants $APT a clearer legal status within compliance frameworks, significantly lowering institutional entry barriers. 2. Performance: Block time under 25ms—the fastest on-chain Almost no other public blockchain achieves a block time under 25ms. Aptos is the only one, representing a generational architectural advantage. 3. Security: Quantum-resistant The threat of quantum computing to existing cryptographic systems is moving from theory to reality, and Aptos already possesses quantum-resistant capabilities. 4. Assets: Leading the industry in stablecoins and RWA With $1.3B in stablecoins and $600M in RWA assets, these two segments are likely to be the core catalysts for the next wave of institutional capital inflow. 5. Team: The most active builders during the bear market A bear market reveals true intent. Over the past six months, some projects went silent—but Aptos has consistently advanced development, maintained frequent updates on X, and sustained active community engagement. These actions reflect the team’s unwavering conviction. Fundamentals are never built overnight. Waiting for the breakout point 🙌

💡 S-tier narratives for public blockchains: 1. Stablecoins 2. RWA asset value (TVL) 3. On-chain transaction fees collected over 24 hours distributed to the native token → Aptos’s stablecoin volume (~$1.9 billion) ranks 10th → Aptos’s RWA asset value (~$570 million) ranks 7th → Aptos’s 24-hour on-chain transaction fees (~$4,900) surpass TON, Sui, and Starknet