Mmmmm, Kodas almost doubled and now reaching very close to M | OGDfarmer on Binance Square

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Mmmmm, Kodas almost doubled and now reaching very close to Mutant’s floor, 1.8 eth to 2.2 eth, and very, veeeery thin floor.
Something is brewing in The  Otherside kitchen…

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For the past couple of weeks, I’ve been trying to actually USE - wild, I know - the various apps and agents of the @virtuals_io ecosystem, to see how much of this is solid product vs vaporware and how far along things have gone. I’m gonna do a rundown of my favourites in the next few weeks. First on tap is the guys @BasisOS: $BIOS is the first on-chain vault-strategy agent in the ecosystem. It was also the first big launch on the Genesis launchpad, yelding an impressive 150x for participants. It spins up Hyperliquid vaults, hunts delta-neutral basis edge, and compounds 24/7. Currently the BTC vault - the one I’m in - has close to 5 millions and an insane 380% apr, with Bios incentives sugaring the pot and taking the lion share of rewards. But a very respectable base apy of 11% on your USDC is encouraging. This is not a memecoin, it’s a money robot. Stake BIOS and the agent handles venue picks, funding hedges, and auto-rebalances. Performance + entry fees ( all vaults have a 0.35% usdc deduced right away from your deposit ) flow to BIOS buyandburn: value accrual baked in. I think this matters a lot, and it’s pretty straightforward, giving some direct correlation between performance of the playform and token value, so omce more, not just a meme or participation trophy. I’m way too smoothbrained to understand how risky this pool is, so I’m playing with a smallish size and deffo dyor and all that, but so far I’m impressed. It basically plays like an untested Ethena, and sits under 30 milli FDV and near zero hype.

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We must stop normalizing connecting telegram/discord to wallets with sizable positions to “verify holdings” and access token gated chats and services. So much unnecessary attack surface. It’s 2025 people, do better.

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If fartcoin can’t hold a buck in this environment, with this amount of mindshare and with a Coinbase listing, then pure memes are really cooked for good. And maybe that’s a good thing.

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Very very important “signal” from the @virtuals_io eco today: the crew from $AXR was the first major unlock of the platform from the yellow lock expiring. This is probably their most “visible” token right now, so it was an important test. It fell ~20% in the couple of days prior to unlock, and considering that yesterday we had an absolute market crashout across the board that’s already pretty good. But then today we had a hard snapback and the entire dump is pretty much recovered post unlock, and project is trading around the 30 milli mcap already. I think it’s time for many to stop obsessing over ltf price action and farming, this is not https://t.co/KTp1qd7Xs3: the bigger picture has legs and fundamentals and it’s a hell of a moonshot if done right. I expect the predumps to be less and less significant on quality projects goong forward. On the team’s end, it’s really really paramount to keep fine tuning the point algo, wich is a bit inconsistent, but more importantly to find and punish all the gaming that is happening, from sniping ( not easy, but would be a game changer ) to wallet volume farming ( much more doable ). I remain giga bullish on the entire ecosystem, and expect it to be one of the faster runners if we sustain this btc rally, with ACP activation right around the corner, and a possible game changer if implemented well.

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On a more serious note, when the world’s wheels are inequivocably coming off and headless chickens are on the driver’s seat, I don’t think you sell your one true chaos hedge on any reasonable timeframe. This is exactly what Satoshi created Bitcoin for. Mood.

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