VC-grade Briefing: Why Did DeSci Lead the Crypto Market Surge in a Single Day?

2025.08.11

VC-grade Briefing: Why Did DeSci Lead the Crypto Market Surge in a Single Day?

The long-silent DeSci has seen a collective rebound, analyzing its causes and providing a KOL tracking list.

2025.08.11 - 12:30:44

DeSci

Navigating Web3 tides with focused insights

The long-silent DeSci has seen a collective rebound, analyzing its causes and providing a KOL tracking list.

Author: hoeem

Translation: Tim, PANews

Read this article because you want a venture-grade research report on the DeSci sector, which happens to be one of the top-performing narratives in crypto markets recently, especially since August 7.

Daring ideas ahead—keep reading. It takes just 5 minutes and covers:

Which are currently the hottest DeSci tokens?
Value discovery vs mindshare
Funding rates
New vs old tokens
Mindshare distribution in the DeSci sector
Smart followers vs regular followers
Key KOL accounts to watch in the DeSci space

DeSci is today's top-performing narrative segment.

DeSci holds only 0.2% mindshare across the entire crypto space—yes, that’s all, just the small orange box in the bottom right corner.

Low attention is true, but that's not the full picture. If we look deeper at the biggest gainers in mindshare over the past week, DeSci ranks at the very top.

So let's dive into this narrative. My goal is to take you from knowing nothing about DeSci to deeply understanding the core KOLs in this space and the sources of their influence. Now, let’s begin.

1. Which are currently the hottest DeSci tokens?

$BIO
$CRYO
$RIF
$URO
$YNE
$RSC

In the past 24 hours, BIO has firmly taken the lead in this sector with over $400 million in trading volume, while competing tokens range from $1 million to $4 million. If you notice BIO starting to surge, you might consider looking for catch-up potential among similar tokens—but this is highly risky!

2. Value discovery vs mindshare

Let’s examine mindshare / FDV, which may reveal discrepancies between certain tokens’ mindshare and their FDV.

Compared to their FDVs, the following small-cap projects show significant potential:

3. Funding rates

Not all tokens on this list have funding rates, but it's clear that despite BIO's surge, there are still traders holding short positions. This could signal further upside potential and price extension for the token.

4. New vs old tokens

Whenever a new narrative emerges, newly launched tokens typically outperform. That’s exactly what’s happening now, so it’s advisable to closely monitor these new tokens—and others that may soon launch:

5. Mindshare distribution in the DeSci sector

$BIO - 50%
$CRYO - 21.43%
$LAKE - 21.43%
$URO - 7.14%

6. Smart followers vs regular followers

Let’s see which tokens have the smartest followers.

Now we can observe the ratio of smart followers to regular followers and determine whether they started following a protocol earlier than others:

7. Key KOL accounts to watch in the DeSci space

Let’s identify who is actively reigniting discussions around DeSci—and who joined this trend early—so you can follow them for the latest DeSci updates and stay ahead in this narrative.