nairolf

unfortunate truth:

the quality of content on CT has declined

feels so good to see some actual experimentation in crypto again

real question:

what's missing to decentralized social media to finally move CT our of twitter?

the hardest part of crypto right now is managing expectations

kaito made it easier than ever to create massive hype for relatively cheap

but with that comes the downside of people expecting everything, instantly

gonna be interesting to watch how upcoming TGEs play out, how much FUD @stayloudio gets and whether teams can keep expectations grounded without killing momentum

im dreaming of a world where my wallet isn’t a browser extension anymore

just something that feels built into the app

was thinking about it and multiple new defi projects have found pmf this cycle:

- pendle
- maple
- fluid
- morpho

good sign of DeFi maturing

"bro wat is loudio?"

An explanation of @stayloudio, in (very) simple terms. 🧵

"bro, how to discover new projects with kaito?"

The idea is simple: track which new accounts smart followers have been following lately.

They’re usually pretty good at spotting interesting projects early. The more new smart followers a project gets, the more likely it’s actually worth checking out.

Here’s how to do it:

> Connect to Kaito Pro and go to Smart Following
> Look at the table on the right
> Select Entity, then in the First Discovered section, hit New
> Filter for the last 7 days and sort by descending

You're all set.

Just today, you could’ve easily spotted obvious ones like @stayloudio and @virgen_official (virtuals eco) but also things like @prjx_hl and @gavelxyz

🫶

mutual followers is easily the best trust signal on CT

if you’ve built your social graph well (only following people you respect) you almost never have to second guess

ethos score and kaito mindshare are also great

but 99% of the time, lots of mutuals all you need to spot who’s legit

hyperliquid has 75% (!) mindshare in the whole perps sector rn

hyperdomination

prediction: paymasters will become the norm

users won’t be managing gas, switching networks or worrying about which token to use

they’ll just interact, apps will handle the rest behind the scenes

two clear metas right now:

- hyperliquid
- infofi with kaito

what do they have in common? they’re apps people can actually use every single day

somehow crypto can find PMFs

ok

ask me anything you want about @stayloudio

loudio is an interesting marketing case study for crypto and shows how you can grab CT attention fast if you play it right

few tricks:
- hint at the product without revealing it => curiosity/speculation always wins
- hook a few big names early => gets the right people watching
- build on top of the most hyped app of the cycle => ride the wave, don’t fight it

best part of the experiment tbh

real question:

why is no one talking about cold wallets anymore?

9 apps in today’s top 20 mindshare

better than before but job’s not done until we see 15-17

kaito has become inevitable for any projects right now

> track power users
> gain mindshare with incentivized dashboards
> tap into new audiences with drops

it’s a growth loop

> be new to crypto
> receive USDC for the first time
> want to deposit on Aave
> you can’t (no ETH for gas)

this is exactly why gas needs to be abstracted from day 1 and be payable in any token

monday mindshare:

- DeFi is the biggest winner of the last 7d, led by hyperliquid and spark
- RWAs, EVM and runes always gaining a few mindshare bps
- biggest loosers: stablecoins, ZK and AI

DeFi szn

a good UX isn’t optional anymore

it’s top priority for app in crypto