roger9949

Cookie launched the second project @PlaySapien: an AI project created by Coinbase executives, released 0.5% of the token supply.

The first one @sparkdotfi is a DeFi incubated by MakerDao. The project quality is good, and the third project will be launched next week.

Spark should be coming soon, let's see how the first airdrop will be distributed and where the differences with Kaito will lie.

Recently, my main business has been very busy, and my Twitter has been severely affected by the information cocoon I trained.
When I get home at night, I basically rely on three information sources to quickly gather information:

📈 Surf to watch DEX trading trends + social activity
🧠 Kaito Pre-TGE data to supplement mental changes
🗞️ Daily summary from Teacher Zi Shi

With this set up, I won't say I'm ahead of the market, but at least I ensure I'm less than 1 day behind.

Among them, @Surf_Copilot is an AI Crypto Copilot developed by the Cyber team, which can be simply understood as:
🧠 Bloomberg Terminal +
📊 Google Trends +
🤖 AI model for automatic tracking and forecasting of crypto project trends

Although it is still in its early stages, it is one of the Web3 tools I am very interested in exploring & using recently.
Why is Surf worth paying attention to? Here are a few simple points:
1️⃣ Wide data dimensions: on-chain transactions + project fundamentals + social mentality
2️⃣ Clear structure: project profile + trend hot list + brief report
3️⃣ Strong predictive potential: KOL + Whale data built through DEX Trading and Smart Following
4️⃣ Grand narrative: Data from various dimensions of Crypto projects are basically online & on-chain, and by continuously improving data sources and structured data, it can tap into the larger track of AI + Trading

The crypto market is no longer at the stage where "working hard on tasks can make you rich"; it now feels more like "scientists fighting each other" + "quantitative players competing in efficiency".
The existence of Surf breaks the information cocoon for retail investors and raises the level of data collection and processing capabilities.

Currently, Surf is still in the Mac beta testing phase, limited to invite-only use.

🎁 Three draws to give away 5 invitation codes.
Enter early and have a chance to enjoy subsequent benefits!

Resolv is good, tge's speed has doubled without much wash trading, and the daily trading volume has reached half of mc, feeling good about the positions.

Resolv is Delta's neutral stablecoin, using neutral hedging contracts, staking, lending, and other low-risk products to capture interest, and has achieved risk and return separation through a dual-token system.
Combining stablecoins and DeFi, it is the business with the greatest certainty in this cycle, with TVL exceeding $353M.

As expected, after Binance Alpha & contracts, it has also launched on spot, completing a full home run in speed.
This investment from Gumi Cryptos is fantastic, take off!

Resolv is good, after tge it reached a maximum of 3x, there hasn't been much wash trading, and the daily trading volume has reached half of mc, the position feels good.

Resolv is a neutral stablecoin of Delta, capturing interest through low-risk products such as neutral hedging contracts, staking, and lending, and achieving a separation of risk and return with a dual-token system.
Combining stablecoins and DeFi, it is the business with the greatest certainty in this cycle, with TVL exceeding $353M.

As expected, following Binance Alpha & contracts, it has also been listed on spot exchanges, completing a home run in rapid succession.
Gumi Cryptos made this investment, taking off!

Resolv is good, tge has doubled quickly, with no significant wash trading, and the daily trading volume has reached half of mc, feeling good about the positions.

Resolv is Delta's neutral stablecoin, using low-risk products like neutral hedging contracts, staking, and lending to capture interest, and achieves a separation of risk and reward through a dual-token system.
Combining stablecoins and DeFi, it is the business with the greatest certainty in this cycle, with TVL exceeding $353M.

As expected, after Binance Alpha & contracts, it launched on spot today, completing a full home run speedrun.
This investment from Gumi Cryptos is amazing, taking off!

Somnia @Somnia_Network: A high-performance L1 backed by top global institutions, ranking in the top 10 of Kaito Pre-TGE Mind List

Public chains are always the best business in Web3.
If we review the most profitable asset types in crypto history, the conclusion is clear: public chains.
The value logic of public chains is simple: become the platform for others to run their businesses, while you passively collect minting taxes.

To become a public chain with a future, there are only two core points:
✅ Wealthy: Attract the top developers and ecological projects to land.
✅ Better performance: Able to support large-scale on-chain operations for future Web2 finance and applications.

Somnia has achieved both of these points to the extreme:
✅ Incubated by Somnia Foundation, with a technology-led team from renowned tech company Improbable in Europe and the US.
✅ Wealthy: Backed by top institutions like a16z, SoftBank, and SIG, with a commitment of $270 million in ecological incentives.
✅ Top performance: One million TPS, sub-second confirmations, currently the fastest EVM public chain.

Self-developed technology: Non-parametric upgrades, architecture, consensus, and execution engines completely rewritten.
✅ Multistream consensus mechanism:
Each validation node runs an independent data chain, achieving concurrent block generation + asynchronous consensus, greatly improving processing capacity.
Inspired by Autobahn BFT, distinct from traditional single-chain architecture.
✅ IceDB database:
A self-developed database system optimized for on-chain big data flow interaction scenarios (such as games, chain social), supporting high-speed reading and compression.
✅ EVM compilation acceleration engine:
Compiles smart contract bytecode into native CPU instructions for execution, releasing hardware capabilities, suitable for high-frequency minting, on-chain real-time computing, and other complex tasks.
✅ Data compression + caching mechanism:
Solves latency and redundancy issues when “data goes on-chain” for large-scale Web2 applications.

The monetary capacity is accelerating ecological development, and ecological entry **: Top games, DeFi, and NFT projects have been substantially deployed:
✅ Games / Metaverse: Uprising, MSquared, Dream Builder, Chunked
✅ DeFi: QuickSwap, Standard Salt, Euclid Protocol
✅ AI & NFT: Quillz, ForU AO, Grillz
✅ Infrastructure: Hyperlane (cross-chain), Sequence, Dune Analytics, etc.

Chinese language gap: Extremely high overseas popularity, yet the Chinese community is still in its early stages, possessing the information gap dividend:
✅ According to Kaito's Pre-TGE global mind list, Somnia has entered the top 10 globally.
✅ From the Yapper rankings, the current discussion heat is dominated by overseas KOLs, and the Chinese community has not yet widely disseminated.
✅ This is a typical case of: possessing an information gap dividend, a top project with high value, strong technology, and strong capital.

Somnia: A high-performance L1 backed by top global institutions and maximizing performance, Kaito Pre-TGE
Top 10 in the Mindshare Ranking

Public chains are always the best business in Web3
If we review the most profitable asset types in crypto history, the conclusion is clear: public chains.
The value logic of public chains is simple: become a platform for others to run their businesses while passively collecting minting taxes.

To become a public chain with a future, there are only two core points:
✅ Wealthy: Attract the top developers and ecological projects to land
✅ Better performance: Capable of supporting large-scale on-chain activities for future Web2 finance and applications

Somnia has achieved both of these points to the fullest:
✅ Incubated by Somnia Foundation, the technology-leading team comes from well-known tech company Improbable in Europe and America
✅ Wealthy: Backed by top institutions such as a16z, SoftBank, SIG, with a commitment of 270 million USD in ecological incentives
✅ Top-tier performance: One million TPS, sub-second confirmation, currently the fastest EVM public chain

Self-researched technology: Non-parametric upgrades, architecture, consensus, and execution engines fully rewritten
✅ Multistream consensus mechanism:
Each validation node runs an independent data chain, achieving concurrent block generation + asynchronous consensus, greatly improving processing capacity.
Inspired by Autobahn BFT, different from traditional single-chain architecture.
✅ IceDB database:
A self-developed database system optimized for large data flow interaction scenarios on-chain (such as gaming, chain social), supporting high-speed reading and compression.
✅ EVM compilation acceleration engine:
Compiles smart contract bytecode into native CPU instruction execution, releasing hardware capabilities, suitable for high-frequency minting, real-time on-chain computing, and other complex tasks.
✅ Data compression + caching mechanism:
Solves the delay and redundancy issues when “data goes on-chain” for large-scale Web2 applications.

Cash capabilities are accelerating ecological development, with ecological entry**: Leading game, DeFi, NFT projects already substantially deployed:
✅ Gaming / Metaverse: Uprising, MSquared, Dream Builder, Chunked
✅ DeFi: QuickSwap, Standard Salt, Euclid Protocol
✅ AI & NFT: Quillz, ForU AO, Grillz
✅ Infrastructure: Hyperlane (cross-chain), Sequence, Dune Analytics, etc.

Chinese language gap: Extremely high overseas popularity, the Chinese region is still in the early stages, possessing information gap dividends:
✅ According to Kaito's Pre-TGE global mindshare ranking, Somnia has entered the global top 10.
✅ From the Yapper leaderboard, current discussion heat is dominated by overseas KOLs, and the Chinese region has not yet widely disseminated.
✅ This is typical: possessing information gap dividends, high value, strong technology, and strong capital top-tier projects.

Opening an account with Futu, there is a high probability that you will have to pay taxes in China afterwards.
Opening an account with Interactive Brokers, after passing 899, will be taxed by the US.
It's too repressive; the demand for US stocks on the blockchain has finally been forced out.

The ultimate of the Ponzi scheme, the honey of crops, the poison of retail investors
The financial big brothers are showing off
Every second before the explosion is joyful

$SBET $CRWV

James is still 100 dollars away from liquidation $btc

Pyramid long position at the pinned location
Not sure if it can be connected, Amen
$btc $eth

Huma @humafinance has achieved since its launch in 2022:
* Cumulative trading volume exceeding $4.5B+
* Credit generation $2.3B+
* Retail product Huma 2.0 attracted $50M+ in deposits in two weeks
​
This TGE is not just about issuing a token.
You will find that this TGE has been well received by everyone, whether they are depositors, Kaito users, or BNB holders...
It has almost accomplished something more important:
Huma = PayFi, and this concept is beginning to resonate.
​
What is PayFi?
PayFi ≠ payment, nor is it just lending. It is a new financial form that integrates "on-chain credit + payment channels + yield distribution."
​
Why is PayFi the next big opportunity?
* The global cross-border payment market exceeds $150T, with traditional systems relying on SWIFT / bank intermediaries / multiple rounds of settlement
* The original DeFi lending only covers on-chain users and has not formed a substitute for Web2 financing structures
* PayFi acts as an intermediary layer connecting off-chain capital flows and on-chain capital efficiency
​
When Circle and Stripe also start doing on-chain settlements, the real question is:
Which protocol can simultaneously support user credit management, risk pricing, and real-time fund settlement?
Currently, there are not many answers in sight.
​
But actually, how to define PayFi is not that important.
As long as "users want to participate in payments, lending, and obtain stable yields on-chain, they must think of Huma" — once this mindset is established, the growth benefits of PayFi will likely prioritize Huma.
​
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Recently, BNB's HODLer Airdrops and Launchpool, specific airdrop and earnings can be intuitively queried at https://t.co/WXS1X0nWoO.
​
If you're holding BNB, feel free to use the link below to register, thank you for your support!

Consensys is down, will it come to the US stock market to speculate on $eth?

Perpetual DEX has always been the largest track. How to efficiently extract value from the CEX contract sector is the most worthwhile consideration for DEX.

CEX contract revenues come from liquidity provision and liquidation profits (customer losses), with strong players and insiders capturing the majority.
Myx chooses to share the profits from the matching nodes with the community to conduct a vampire attack:

The threshold for matching nodes is lowered, allowing larger institutions to more easily participate in the Perpetual matching node services and capture the once most lucrative cake. Thus, we see that in the early days of staking being opened, leading institutions like Sequoia and Linea are deeply involved.

Thus, the flywheel is set in motion:
- Participating in matching node services requires purchasing and staking $MYX
- Retail investors obtain votes through staking to participate in governance and share in the node profits
- Sharing matching node profits ➡️ More node merchants participating ➡️ Increased ecological liquidity, reduced user trading friction ➡️ More trading volume ➡️ Higher node profits ➡️ More participation from large institutions ➡️ A more decentralized trading ecosystem

MYX is now the most attractive Perpetual DEX track & a relatively low market cap target in Binance Alpha, worth keeping an eye on!

Talked about $cookie for a long time
Next $kaito
Why hasn't it dropped yet
Haven't entered the market and it's already skyrocketed
Using my mouth to trade is really not as good as getting into the market myself to trade for airdrops🥲

B3 @b3dotfun, the beloved child of Base.

There will soon be 6 Gamechains launched, currently, all Gamechains are collaborations with major companies, and shareholders have stuffed their best game portfolio in:
- InfiniGods (Godchain): Invested by Pantera, Animoca
- Parallel (Prime Chain): Invested by Paradigm, Coinbase
- SuperGaming: One of the largest game developers in India
……

At the same time, an IGO (Initial Game Offering) platform is about to be launched, where players can use their $B3 to support games they believe in.

Then B3 will have a positive ecological cycle:
- The asset launch platform is here, and the $B3 consumption scenarios are here (new offerings provide consumption, locking, and utility)
- Next, the price of the parent coin and the launched “child” coins will work together
- Successful games will have their own parent-child coin linkage or NFT trading markets
- Perhaps the Steam of the Crypto world will gradually take shape

James's continuous short position on $btc
It's like a jackhammer constantly pounding my butt
I can't hold it in, I'm about to burst
Profitable trades have all turned into losses

Everyone on-chain has stripped down completely
Is there really no big brother interested in his soft egg?
Just crush him with your hands🥲

Stablecoins are the best business and one of the future buyers of US debt (the best path for project parties to enter the market). However, most stablecoin projects are only tied to the interests of large B or studios (integrating TVL), with little relation to retail investors.
​
River (formerly Satoshi Protocol) is a community-driven stablecoin project that has integrated YAP into its points system (airdrop), creating a feeling of reversing stablecoins like Pinduoduo.
​
Project Overview:
It covers asset generation, liquidity appreciation, yield distribution, and contribution governance through three modules: Omni-CDP, Yield, and 4FUN.
- Omni-CDP: Supports mainstream assets like BTC, ETH, BNB for collateral and cross-chain minting of stablecoin satUSD
- Yield: Yield strategy that distributes stablecoin strategy returns to satUSD stakers
- 4FUN: River has built its own points incentive system combined with YAP
​
Airdrop Activity:
The project has just launched the S2 airdrop activity:
- Minting and forming stablecoin pools have a 50x points bonus
- By linking River4FUN to X account, YAP to earn, River has become a more community-oriented stablecoin project (no longer just linked to TVL), remember to @RiverdotInc or @River4fun in your posts
- There is now an OAT activity, holding 10 satUSD is sufficient (recommended to participate)

After 2 weeks of product upgrades, TVL has surged to 120M, and the circulation of satUSD is 20M.
Investors include CMS Holdings, RockTree Capital, Cypher Capital, Cogitent Ventures, Side Door Ventures, Optic Capital, and Metalpha (which just listed on NASDAQ).
​
Now is still a good time to get in, go for it, invite link 1.2x bonus⬇️

All flattened, already a legend @JamesWynnReal

With such a large public order, such good leverage, and being able to exit with profits after such a long time, that's a big heart, impressive!

For $btc, it can be interpreted as both bearish and bullish.
For @HyperliquidX, it's truly bullish; the on-chain head model has made a big splash, and the liquidity it carries is comparable to that of top-tier CEXs, smooth as silk.

All flattened, already a legend @JamesWynnReal

Such a large public order, being able to exit with profit after so long, what a big heart!

For $btc, it can be interpreted as both a negative and a positive
For @HyperliquidX, it is a real positive, the on-chain leading model has made a big splash, and the liquidity it carries is not inferior to top-tier CEX, smooth as silk.