iamyourchaos

Can't sleep, let's broadcast for a while. The projects for tonight's review include:

@yupp_ai
@useBackroom
@byreal_io
@TacBuild

Portal: https://sidekick.fans/channel/cm8srk4pr00kdr4xcr9oycif4

Last Train Opportunity: Major Project @InfraredFinance
Portal: https://t.co/S73uD447pg

1/ Infrared - The Eldest Son of the Bear Chain
Infrared is a DeFi platform built around the Berachain PoL mechanism, achieving efficient value capture through BGT and BERA liquid staking solutions, node infrastructure, and PoL treasury.
It can be said that Infrared is the current flagship of Bear Chain DeFi:
First, Infrared has a TVL of $840 million, ranking first on Bear Chain;
Second, the total amount raised after Infrared's three rounds of financing reached $18.75 million, with investors including Framework Ventures, YZi Labs, Hack VC, etc. Among them, Framework Ventures, the lead investor for Infrared's Series A, is also a lead investor in Bear Chain, providing strong support;
Third, Infrared is also one of the first projects in the Berachain Foundation's “Build-A-Bera” incubator.

2/ Q3 TGE (Expected)
In April 2025, Infrared will launch a points program. In an interview with The Block, the founder revealed the following information:
First, the points program is expected to last for 3 months;
Second, Infrared plans to complete the TGE in Q3 2025;
Third, there will be airdrops.
The question arises, how much valuation would you give to the flagship of Bear Chain?

3/ Recent Important Update - Infrared v1.5
In June 2025, Infrared will launch the v1.5 upgrade!
Important updates introduced in this upgrade include:
Allowing users to mint iBGT through Berachain's operator function, facilitating users to directly use their earnings to mint $iBGT;
The internal reward auction mechanism of Infrared has been upgraded to an automated keeper system, significantly reducing slippage during the auction process;
By using on-chain data and profit models, dynamically calculating the optimal Boost range for each validator, and automatically allocating tokens to the pools with the highest returns.

In summary: Less user friction, higher returns 👉 more users 👉 faster protocol positive flywheel!
Updates and iterations in the underlying design of the protocol will not bring short-term FOMO and speculation, but are key to whether a platform can operate stably in the long term. I am very optimistic about teams like Infrared that focus on first principles and can continuously deliver iterative products.

Binance Alpha has taken away the business of small and medium exchanges.
Kaito has taken away most of the work from KOL Agencies, making survival even more difficult for small and medium KOLs.

In a dark forest that operates 7×24 hours, has no borders, and weak regulations, everything is rapidly iterating; those who cannot adapt to the rules will be ruthlessly eliminated.
The important thing is always: survive and wait for the next round of bubbles and dividends.

Chaos is the ladder.

This is a rights protection post👇

In short, the @stabbleorg team promised a refund policy for KOL rounds, but has not honored it since the listing. The price of $STB keeps falling.

Timeline:
February 2025:
Stabble contacted me through an intermediary, hoping to participate in their KOL round. Specific terms:
Valuation: FDV $12 million, 15% unlocked at TGE
Refund policy: Valid within 7 days after TGE
(Picture 1)

May 22, 2025:
$STB TGE, on the same day the token price remained below $0.04. Since only 15% was unlocked at TGE, the first round could only recoup about ⅓ of the investment, and most KOLs requested refunds.

May 24, 2025:
After denying the existence of a refund policy, team members asked me to collect all refund KOL addresses, which I submitted on the same day.
(Picture 2)

June 3, 2025:
Team members once again denied the existence of a refund policy while answering other KOL inquiries.
(Picture 3)

The price of the $STB token also fell from $0.04 on the day of TGE to $0.013. I feel guilty that several friends suffered losses because I participated in the KOL round. During this period, I repeatedly exerted pressure through intermediaries, and other affected KOLs protested in the group, but the team remained indifferent.

IRIS Virgin (Fake $IRIS) main wallet of the issuer: 0xee55b158d8efa5da9585920ddc188c8ee47e3f01

Unfortunately, I couldn't find out who the owner is.

The method to find out is simple, as this person used the Debridge cross-chain "transfer to another address" feature to try to hide the address. Find the Debridge cross-chain deposit contract, withdrawal contract, and then look for the corresponding time point (as shown in the picture).

A bloody lesson, Duckdao @dao_duck projects are best avoided.

Here are a few names to give you a sense of the value of Duckdao's investments:
Stabble
Agentlauncher (formerly cvpad)
SOLSTORM

I feel like I've been played like a fool.

The direction of AI Agent + Web3, most projects are still at the "query, recommendation, content generation" stage, but http://OrcaMind.ai has solidly moved towards "understanding + executing on-chain transactions".

This is an on-chain AI operating system (AI OS), different from ordinary bots or conversational assistants, it can truly accomplish the on-chain actions that users want.

It's hard to believe these projects come from the same development company unless you see them with your own eyes:

Fold: A shopping platform featuring BTC earnings (officially listed on Nasdaq in 2025)
Mezo: Bitcoin Layer 2
tBTC: Bitcoin cross-chain bridge
Taho: Open-source Web3 wallet (once popular "Little Dog Wallet")
Keep Network: Privacy public chain ($KEEP)

The above projects are all developed by Thesis, a pioneering development company established in 2014 that has been focused on the Bitcoin ecosystem.
Given that the $KEEP TGE has been a while, Fold has successfully gone public, and Taho wallet is lukewarm. Thesis's current focus is clearly on Mezo, while tBTC serves as an "auxiliary" role for Mezo as a cross-chain bridge.

Funding Situation
April 2024: Thesis completed a $21 million Series A funding round, led by Pantera Capital, with participation from Multicoin, Hack VC, and others.
The combination of Multicoin + Hack VC, those who know, know, the factors are maxed out.

What are some projects that are highly regarded overseas but relatively low-key domestically?
Yes, @Somnia_Network is one of the best examples.

Global Influence and Recognition Differences
Global Influence: According to the Kaito Pre-TGE Mind Ranking, Somnia ranks among the top ten globally, on par with projects like OpenSea, https://t.co/h7d5FMYNSq, etc.
Community Activity: From the Somnia Yapper rankings, overseas KOLs dominate, while only a few domestic users participate in promotion.
Information asymmetry is the core reason for the differences in recognition between domestic and overseas. Somnia's developer Improbable is an extremely impressive technology company, well-known in Europe and America, focusing on distributed systems and metaverse technology, but its market promotion and brand recognition are relatively low in China.

“Reverse Odyssey” - Midl Liquidity Guiding Program Review
Just spent time researching the Midl Liquidity Guiding Program, several interesting points:
Users only need to 'commit' liquidity without the need to actually stake tokens to receive future guaranteed rewards.
The rewards for providing guarantees are simple and transparent.
Users support not just a single project, but the entire BTCFi ecosystem, with currently available projects for 'commitment' support including: @midl_xyz, @BimaBTC, @Omzoio, @helios_finance @TheHedgehog_io, etc.

Participation Steps
① Visit the official link: https://t.co/U7QXeoVTCj
② Connect a Bitcoin or EVM-compatible wallet.
③ Choose the supported project and commit the amount of liquidity; the system will take a snapshot of the wallet balance for verification.
④ After signing confirmation, reward points will begin to accumulate, and assets will remain in the user's wallet address (not transferred, only a snapshot).

Notes
Reward Claiming Conditions: At the TGE, the committed liquidity must be provided to redeem Midl token rewards.
Soft Staking Restrictions: If a user transfers the committed assets from their wallet, the accumulation of rewards will automatically stop, and the committed liquidity will be deducted from the pool.

Personal Opinion
This is a highly creative DeFi airdrop mechanism, especially suitable for Bitcoin ecosystem (BTCFi) projects. Midl not only focuses on its own development but also supports other projects within the BTCFi ecosystem, showing great ambition and deserves praise.
A small improvement suggestion: The current mechanism restricts users' ability to freely transfer assets, which may impose certain constraints on user fund flexibility. It is recommended to remove this restriction.

“Reverse Odyssey” - Midl Liquidity Guidance Program Review
Just spent some time studying the Midl Liquidity Guidance Program, several interesting points:
Users only need to “commit” liquidity without the need to actually stake tokens to receive guaranteed rewards.
Provides clear token incentives, and the operation is simple and transparent.
Users support not just a single project, but the entire BTCFi ecosystem. Currently available projects for “commitment” support include: @midl_xyz, @BimaBTC, @Omzoio, @helios_finance, etc.

Participation Steps
① Visit the official link: https://t.co/U7QXeoWrrR
② Connect a Bitcoin or EVM compatible wallet.
③ Choose the supported project and commit the liquidity amount, the system will take a wallet balance snapshot for verification.
④ After signing confirmation, reward points will start to accumulate, and the assets will remain in the user's wallet address (not transferred, just a snapshot).

Notes
Reward claiming conditions: At TGE, the committed liquidity must be provided to exchange for Midl token rewards.
Soft staking restriction: If users transfer the committed assets in the wallet, reward accumulation will automatically stop, and the committed liquidity will be deducted from the pool.

Personal Opinion
This is a highly creative DeFi airdrop mechanism, particularly suitable for Bitcoin ecosystem (BTCFi) projects. Midl not only focuses on its own development but also supports other projects in the BTCFi ecosystem, showing a broad vision that deserves recognition.
A small suggestion for improvement: the current mechanism restricts users' ability to freely transfer assets, which may impose certain constraints on users' fund flexibility. It is recommended to remove this restriction.

Bondex is live on Binance Alpha today
As a founding employee (now departed) of a certain Web3 recruiting platform, seeing @bondexapp launch on Binance Alpha brings mixed feelings. It is gratifying that our entrepreneurial insights from back then have been validated by the market; however, it is regrettable that the vision has ultimately been realized by others.

Core Challenges of the Web3 Recruiting Market
Back at the beginning of our venture, we discovered that the Web3 recruiting market has characteristics of decentralization, globalization, and high dynamism, which traditional Web2 recruiting platforms cannot meet. Core challenges include:
Lack of trust mechanisms: The distributed and borderless nature of the Web3 market exacerbates information asymmetry issues, leading to a lack of credible intermediary mechanisms between employers and candidates. Project parties tend to rely on personal networks or referral mechanisms to mitigate risks, but this limits the scale and diversity of the talent pool.
Bottlenecks in remote collaboration efficiency: The remote collaboration model in the Web3 market provides employees with greater freedom, but imposes higher demands on immediate responsiveness and quality of work delivery.
Insufficient institutional safeguards: The decentralized nature of the Web3 market makes traditional labor contracts difficult to enforce, and there is a lack of institutional safeguards for resolving labor disputes. This further exacerbates the uncertainty in Web3 recruiting.

An urgent matter!

$SKATE TGE is coming soon. Important information that has been clarified so far:
Swap activity: will end on June 3
Kaito Yap rewards: will be available on June 9

Friends who have not participated in the interaction can catch up with their homework in the next few days. Steps to catch up:
① Login: https://t.co/hpY6dBn7Sk (invitation code DV7ZTT)
② Complete any transaction to get points
③ Invite others to trade and earn extra points
Or, thank you for writing and filling in yap, it should not have been snapshotted yet.

Additional benefits 👇
This article will draw 3 Skate skateboards! The only requirement is to follow @skate_chain and leave a message.

The "Yangmou" Series Update: Aptos Ecosystem Strategy Breakdown

1. Internal Ecosystem Timeline
Key Milestones:
December 2024: Aptos leadership restructuring, @AveryChing appointed as CEO.
February 2025: Aptos Foundation commits $200 million in new ecosystem funding.
March 2025: Aptos launches the LFM program, providing comprehensive support for ecosystem projects from community building, exchange listing, financing to legal compliance.

2. External Allies Timeline: Partner Network Formation
Alongside internal development, Aptos consolidates its market position by bringing in heavyweight allies:
November 2024: Former Grayscale CEO Michael Sonnenshein and OpenAI Chief Product Officer Kevin Weil join the Aptos Labs Advisory Committee.
January 2025: Circle announces the launch of native USDC on the Aptos network.
March 2025: Binance completes Aptos USDC integration.

3. LFM Program: The Flagship of the Aptos Ecosystem
The competition among public chains has shifted from performance and technology (TPS, consensus mechanism) to a comprehensive game of ecosystem and community. Aptos clearly chooses an all-in ecosystem strategy, rapidly expanding network effects through funding, official support, and an ally network. Its ally system is gradually coming to light.

The LFM program is the key lever of Aptos’s ecosystem strategy. Currently shortlisted projects include:
Amnis Finance (TGE completed)
Aries Markets
Echo Protocol
Hyperion
PACT

Key Project: Hyperion
Status: @hyperion_xyz is the largest decentralized exchange on Aptos, based on the CLMM mechanism.
Funding: Backed by OKX Ventures, Aptos Labs, and the latest strategic round with Arthur Hayes's Maelstrom Fund joining.
It can be said that if Hyperion's TGE encounters any issues, Aptos will be criticized by the community for a lifetime.

4. Ambush Points for Hyperion
Final question: Are there any good angles to ambush Hyperion?
Yes, brothers, there are.

Hyperion <> OKX Wallet Joint Event
Event Duration: Starting May 28, 2025, lasting 30 days.
Reward Pool: 19,872 APT, allocated to the following liquidity pools:
xBTC/USDC Pool
xBTC/APT Pool
Event Link: https://t.co/vNJR1KGVRa

As a core project, Hyperion's TGE and liquidity performance will determine Aptos's reputation. This battle can only be won, not lost.

Who were the earliest investors in Circle?

In October 2013, Circle announced the completion of a $9 million Series A funding round. The participants included:
Breyer Capital
Accel Partners
General Catalyst Partners

Note the name Breyer Capital; the firm's investment in Circle not only began with the Series A but has continued throughout:
In March 2014, Series B funding of $17 million: Breyer Capital continued to lead the investment.
In April 2015, Series C funding of $50 million: Breyer Capital participated in the follow-on investment.

With early entry and long-term holding, Breyer Capital has achieved significant returns from its investment in Circle, especially after Circle became a leading global stablecoin platform (USDC issuer).
However, in Breyer Capital's portfolio, Circle is not the only case, nor is it even the most dazzling one.

About the upcoming launch on Virtuals for @Neuratrainer in one day 👇

1/ Established for over 3 years
The project was founded in 2022, originally called Fitness King, and initially focused on the fitness/Gamefi sector.
Previous official website: https://t.co/s4GzisenkB (currently inaccessible)
Fitness King has traversed multiple public chains, specifically Solana→Sui→Aptos→Sei→Ton. It is speculated that this was to seek new users or public chain subsidies. During this process, Fitness King has collaborated with several projects, including @SuiNSdapp and @webump_.

2/ Token Economics
The fitness app has not yet launched, so currently it remains speculative.
However, the good news is that the team’s tokens will not unlock for another two months, so there is no need to worry about selling pressure.

3/ Team
The official response I received is that there are currently 4 members in the team.
The founder @facuxnft is a former member of Biconomy (unable to find materials for verification).

Reasons to be bullish:
It is the first Gamefi concept project on @virtuals_io, and the blockchain gaming sector has been warming up recently, which may allow it to benefit from being a first mover.
The team has experience in persistent entrepreneurship and has a two-month lock-up before unlocking.
Although the application has not launched, the official website is well-designed and quite complete.

Reasons to be bearish:
There is not much backing or standout features.

We can first observe the new launch situation; if there are many participants and progress is swift, some allocations can be considered.

Tonight at 20:50 re-broadcast.

Program list:
1/ Explanation of the new scoring rules for Virtuals
2/ Recent commentary on new investments in Virtuals: @RoboStack_io @nAIncylabs
3/ Recent airdrops to pay attention to: @pharos_network @BrahmaFi
4/ Collection of KOL / KOL addresses

Come: https://t.co/evaJ44mKEX

Sidekcik has updated its features, now supporting gifts in the live room.
Additionally, who can send me some spicy images for article illustrations?🤣

Tonight at 20:50 re-broadcast.

Program list:
1/ Explanation of the new scoring rules for Virtuals
2/ Recent commentary on new investments in Virtuals: @RoboStack_io @nAIncylabs
3/ Recent airdrops to pay attention to: @pharos_network @BrahmaFi
4/ Collection of KOL / KOL addresses

Come: https://t.co/evaJ44mKEX

Sidekcik has updated its features, now supporting gifts in the live room.
Additionally, who can send me some spicy images for article illustrations?🤣

Tonight at 20:50 re-broadcast.

Program list:
1/ Explanation of the new scoring rules for Virtuals
2/ Recent commentary on new investments in Virtuals: @RoboStack_io @nAIncylabs
3/ Recent airdrops to pay attention to: @pharos_network @BrahmaFi
4/ Collection of KOL / KOL addresses

Come: https://t.co/evaJ44mKEX

Sidekcik has updated its features, now supporting gifts in the live room.
Additionally, who can send me some spicy images for article illustrations?🤣

Tonight at 20:50 re-broadcast.

Program list:
1/ Explanation of the new scoring rules for Virtuals
2/ Recent commentary on new investments in Virtuals: @RoboStack_io @nAIncylabs
3/ Recent airdrops to pay attention to: @pharos_network @BrahmaFi
4/ Collection of KOL / KOL addresses

Come: https://t.co/evaJ44mKEX

Sidekcik has updated its features, now supporting gifts in the live room.
Additionally, who can send me some spicy images for article illustrations?🤣