Alvin0617

Sahara started last night, and has raised 30M so far, over 350% oversubscribed. Many people are also getting ready to participate in the next TGE 100% project, Enso. DeFai narratives are brewing, and I think it’s appropriate to participate moderately. This time, Enso is conducting a token sale on @CoinList, which is familiar to old players.

Interested individuals can use my code for priority access! Keep reading below 👇

Since many group friends have privately messaged me about their views on Enso, I’ll write them out directly to share with everyone.

Here’s a brief introduction to the sales terms of @EnsoBuild this time:

Token price: $1.25
FDV: 125M
In the last round of financing, the VC's cost was around 140M.
Sales amount as a percentage of total supply: 4%

Purchase amount limits:

Minimum: $100.00
Maximum: $2,500,000.00

Unlock schedule: 100% unlock at TGE, VC and team will have a two-year linear unlock.

Expected TGE date: Q3 this year
Purchase options: USDC, USDT, USDe

Note: The Enso team may open an additional 4% of tokens during the sale. From a valuation perspective, it’s actually not low, but lower than the cost of the last financing round, and TGE is 100%. I will participate moderately in DeFai + chain abstraction track.

For those interested, please fill in my Code: ALVIN. I’ll put the CoinList link in the comments.
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Previously mentioned Enso and Brahma are both related to DeFai narratives.

Automating on-chain economy - On-chain Economy Autopilot.

@BrahmaFi provides users with directly usable "AI agents" and an "intelligent account" solution for easy automation strategy creation.

@EnsoBuild focuses more on providing developers with related solutions (providing packages like "Actions" and "Shortcuts"), helping developers easily integrate DeFi functionality into applications.

Currently, over 100 protocols are using Enso, including AI, RWA, various mainnets, cross-chain, DeFi, asset management, on-chain path automation, etc.

I believe the next explosive narrative for AI agents will be DeFai. Of course, the maturity is not very high at the moment, but it can be foreseen that it will attract a new batch of funds and players, waiting for a representative work.

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First of all, I personally don’t really like CoinList 😂 mainly because the platform is really hard to use, and there are various scam tactics, but honestly, it doesn’t conflict with us making money on the platform.

The main thing is that CoinList’s first-mover advantage is really strong, and the deals on it have always been above standard.

I looked at the ATH ROI rankings from @CryptoRank_io:

$MOCA highest multiple 12x
$PEAQ highest multiple 9.4x
$NIL highest multiple 2.87x
$WCT highest multiple 6.7x

There are also decent fundamental projects like @doublezero that can be participated in through nodes, as the depin narrative was written early.

PEAQ yielded very good returns when participated, originally invested 10K thinking it would oversubscribe, but ended up investing all of it... also considered a windfall.

@peaq @NATIXNetwork’s token sale also had announcements in our coin research group reminding group friends.

However, the current market uncertainty is quite large, so participate in IDOs within your means, treating it as a holding of an altcoin.

Regarding DeFai, I will write another tweet today related to @danielesesta and @HeyAnonai, stay tuned.

Kaito's ranking seems important, but it actually isn't
The key is whether you can enhance mindshare in tracks that interest you ✨

Currently, daily points don't change much. Since there has already been a lot of discussion about daily Yaps emissions at the beginning, if emissions are fixed, the amount everyone gets will naturally decrease as the total number of users increases

(Thinking back to when it was possible to get 100 points daily at the start, now getting 20-40 daily is already considered good)

Every day I just check if my total score has been surpassed by @zhusu (?), then I look at the rankings of different tracks to see if there are any new faces, and explore interesting content from top daily yappers and top emerging yappers

I believe that becoming a shining content creator is basically similar to being in the media; you must have the ability to "dig up topics" and "become a topic" yourself. There are several ways to dig up topics, whether it's quickly and accurately making news, doing in-depth vertical or horizontal research, or creating infographics, audio, videos, etc.

The most important points I think are the following

1. How to logically find the information you want, such as in the Crypto x AI field, I can almost tell at a glance what content each account usually shares, so new faces will naturally present some alpha opportunities

How to dig up alpha information through those with alpha insights could actually be a separate article; the information provided by the Virtual Genesis page is enough for us to research every project, which I think is an essential feature for making a launchpad successful

If a platform itself has infofi elements, it can also effectively enhance user stickiness

In the Virtual circle alone, you can find many quality content creators, which I will discuss further later

An ecosystem that can operate in the long term needs a strong Social Circle

An ecosystem that can operate in the long term definitely requires support from such people
This is what I learned from participating in @pendle_fi

Basically, I get tagged by people from all over the world writing about Pendle every 1.2 days

I'm actually quite surprised that I'm still third in the AI field after 30 days; part of the reason might be that I often write about Kaito and the recent Virtual events, both related to AI and with a certain level of ecological heat, which can naturally be sustained

You don't need to write about every ecosystem that makes the list, but you should grasp which ecosystems have a sustainable level of heat

Currently, I also see more projects worth detailing, including @Vader_AI_ @gizatechxyz @arbusai @BasisOS @Mamo_agent @AIxVC_Axelrod, etc.

2. Use Kaito to create connections within the same track: actually, there are increasingly many people from different language backgrounds who follow me and leave comments

These people are not bots; I always check what information they usually share and think about the reasons why they follow me

This process is quite interesting, and the same principle applies to which CTs you want to engage with. These actions can be accomplished through Kaito or other platforms, but currently, Kaito remains the most powerful

As long as you're seriously creating content, finding like-minded people isn't difficult. For me, it only takes a few seconds after clicking into a personal profile to know

In an AI era where content tends to homogenize, it's actually not hard to create unique content; just a bit more observational skill and proactive action will suffice!

I know most ppl should hate Loudio and don't want to see this project or any "infofi related works" in your feeds for a while, but the data speaks for itself.

In just one week, Loudio climbed to the #1 mindshare position for pre-TGE projects in the past 3 months

我知道大部分人都應該對 @stayloudio 有所反感並短時間不想再看到他出現在你的 feeds 了

但數據說明一切, Loudio 在過去一週的熱度已經讓這一個項目，成為了過去三個月 Kaito Pre TGE mindshare 第一的項目了

I'm definitely not the most influential person in the Chinese speaking region.

It's simply because I discovered it early and believed that @0x_ultra would do something different and interesting, which led to the subsequent rankings.

I wrote related content as early as May 25th.

For me, getting in early has always been the most important and highest risk-reward play in the space

我肯定不是什麼華語圈最有影響力的人, 僅僅因為我發現得早, 相信 Ultra 會做出些不一樣且有趣的事, 也才有後續的名次, 最早我是 5 月 25 日就寫了一篇相關內容

埋伏這一個動作對我來說一直都是最重要且最有盈虧比的

This fantastic week has provided a lot of info worth writing down, and only those who learn from it can continue moving forward ✨

這奇幻的一週有非常多資訊是可以記錄下來的, 學到東西的人也能繼續向前

The English community is going crazy, how will Loudio @stayloudio, supported by Kaito founder, play?

Attention is the new currency, we are all miners of PoA

Even though X has been almost paralyzed these days, the English community has still generated a lot of discussions around InFo, whether it's the comparison between Kaito and Cookie, or the alternating presence of Noise and Kaito on the Loudio stage, all of which have brought considerable heat.

This coin will even have a fair launch conducted through @HoloworldAI.

from @S4mmyEth

https://t.co/VUbwq8Mevm

In less than a week, Loudio has reached nearly 30% of Kaito's Pre TGE mindshare.

If Kaito previously targeted creators on X, what Loudio is aiming to do now is to become a bridge between the original Solana on-chain degens and KOLs, generating a 3.3 binding relationship.

@0x_ultra also mentioned in the article that he is conducting this experiment to fill the gaps between the Kaito and Believe platforms.

The rules are simple:

💡 The website of $LOUD will display information about the top 25 Yappers.
💡 Weekly distributions of trading fees will be given to the Yappers on the list.
💡 The fees will come from the trading transaction fees of the $LOUD token itself.

Revenue sharing ratio:

4% fee income from LOUD / SOL ( @MeteoraAG )

72% to the Mindshare reward pool.
18% to sKAITO stakers (actually, in terms of proportion, it's essentially a free win, a lot).
10% to creators.

Website link: https://t.co/DshfIXV0MV

There are three roles that can participate:

1️⃣ Content creators & KOLs: Becoming one of the top 25 on the list to share the fees, it is expected that there will be at least several times the number of people competing for this prize pool, but the 10% for content creators here may be understood as the subsequent airdrop proportion (?).

After all, the number 25 is too small, it's a deliberately small number meant to motivate everyone.

2️⃣ Those who have expectations about the $LOUD price or speculators, trading the $LOUD token itself to earn profits.

3️⃣ LP? Relatively conservative, but those who want to participate should wait until the market cap reaches a certain stage to do LP, I think it will be a quite considerable income.

Several points worth noting:

1. It is quite obvious that one of the focuses of this entrepreneurship is around empowering $KAITO holders, as stakers definitely support this, and it makes me less worried about various benefits that will follow.

Because based on the connections of @Punk9277 and the Kaito team in the industry, there will definitely be more projects coming up or distributing airdrops to ecological participants (today there's also @arbitrum).

Teams that stir things up will continue to stir things up.

2. Ultra definitely knows the sustainability problem of memecoins, having issued coins on Believe, and can see that his current mindshare is first on the leaderboard, he will definitely receive rewards; actually, it shouldn't be difficult to catch a few fixed addresses that are consistently on the list, and we can continue to track the movements of these addresses.

3. I originally thought that it shouldn't be just the $LOUD coin that can run in this ecosystem; if the team in the future will open up for new coins like Kaito, it should be a very interesting attempt.

After all, those who are charging in memecoins all day will have the intention to shout on X, so isn't it a win-win to share through mindshare?

This is also how to attract degens who originally did not benefit from Kaito, expanding the imagination space further.

Bullish on $KAITO, InfoFi supercycle is coming.

Is this the magic of @virtuals_io Genesis? Pre-sale 30 times 💥

Missed out on $VIRGEN, then directly gave nearly 100K points to today's $NAINCY

Total expenditure 40v, now can sell for 2500u, so it's a 30x return
Yesterday $VIRGEN looked at what Teacher Jiang @xingpt posted, it should be 100x

I think the $VIRTUAL model has a few points done really well

1️⃣ Projects that can go on the launchpad are basically not random, especially those that over-raised, the market cap after issuance has a relatively solid floor, yesterday's $VIRGEN still had over 10M

2️⃣ The (3,3) mechanism is utilized, there are various ways to earn points on Virtual, including yapping in collaboration with Kaito, locking Virtual to get veVirtual points (like Curve), and a punishment mechanism for weak hands where one can exchange one for another

After selling the airdrop, there will also be a cooling-off period, greatly reducing everyone's desire to sell too early

@defioasis previously shared a data point, the current staking rate is ~2.64%, (this week's growth rate is 53%) whether the price of $VIRTUAL can stabilize, the continuous wealth effect and staking rate are very important (almost like Kaito)

3️⃣ Besides binding hands, how to stimulate purchases within the platform is also very important

Besides staking and yapping, purchasing other agent tokens within the ecosystem can also earn points, I basically haven't sold the airdrops I received, this might also be a prerequisite for me to accumulate points more efficiently in the future

I actually only staked 2000v, so this return has already exceeded expectations, preparing to continuously pay attention to the data to increase my stake, the previous bottom cost was around 1-1.2

Also, thanks to @Dincocoin @CryptoCharming1 @cutepandaweb3 @starzqeth for various head teaching, especially Panda, who really was the earliest to say this, degen representative without a doubt

Currently, the $VIRTUAL FDV is actually not low, so don’t fomo, just play according to the risks you can bear

Currently, the AI representative of the Base ecosystem that is most worth participating in for me is Kaito + Virtual!