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A crypto company is currently trying to buy up some CT influencer accounts, I've seen a couple DMs going around. Not just paying for content, but actually buying it, full and permanent transfer of ownership of the account. Targeting top 100 of CT mindshare. Offers range from $200k to $800k for full and permanent ownership. If your favorite influencer changes their personality within the next few months, it could be a different person
A crypto company is currently trying to buy up some CT influencer accounts, I've seen a couple DMs going around.

Not just paying for content, but actually buying it, full and permanent transfer of ownership of the account.

Targeting top 100 of CT mindshare.

Offers range from $200k to $800k for full and permanent ownership.

If your favorite influencer changes their personality within the next few months, it could be a different person
Peak InfoFi was people just posting about things they liked and getting rewards without expecting anything. Berachain perfect example, posted about it a couple times before TGE, we even hosted a big space around Berachain NFTs because my community and I were genuinely interested. Then on the day of TGE, without expecting anything, I received five figures in $BERA. Initial Animecoin listing was similar. Unfortunately we can't go back to this. Kaito listings are now synonymous with rewards. The ideal (but unrealistic) scenario is that everyone posts about what they are really interested in and the rewards are just a side effect. Would bring more value to projects as well. But yeah, I don’t think that’s realistic
Peak InfoFi was people just posting about things they liked and getting rewards without expecting anything.

Berachain perfect example, posted about it a couple times before TGE, we even hosted a big space around Berachain NFTs because my community and I were genuinely interested.

Then on the day of TGE, without expecting anything, I received five figures in $BERA.

Initial Animecoin listing was similar.

Unfortunately we can't go back to this.

Kaito listings are now synonymous with rewards.

The ideal (but unrealistic) scenario is that everyone posts about what they are really interested in and the rewards are just a side effect.

Would bring more value to projects as well.

But yeah, I don’t think that’s realistic
I'll never understand why some projects make it so hard to claim their airdrops. Why not just create a simple website where I can connect in my wallet and click "claim"? Is that too much to ask? Somehow they're always trying to find new ways to make it more difficult. Magic Eden required me to download an app and enter my social security number last year (still love u). Humanity Protocol forcing me to buy $H on mainnet, bridge it to Humanity Protocol for gas, claim the airdrop and then bridge it back (+ wait a week)? No thank you
I'll never understand why some projects make it so hard to claim their airdrops.

Why not just create a simple website where I can connect in my wallet and click "claim"? Is that too much to ask?

Somehow they're always trying to find new ways to make it more difficult.

Magic Eden required me to download an app and enter my social security number last year (still love u).

Humanity Protocol forcing me to buy $H on mainnet, bridge it to Humanity Protocol for gas, claim the airdrop and then bridge it back (+ wait a week)?

No thank you
Damn one cleanest Spirit Azukis just sold for 70 ETH ($169,000 USD - nice)
Damn one cleanest Spirit Azukis just sold for 70 ETH ($169,000 USD - nice)
"I wish the timeline would go back to the time before InfoFi". Okay bro, but what timeline are you talking about? The late 2024 timeline when everyone was posting about some useless coins that the insider cabal told us were valuable that week (while extracting millions)? The early 2024 timeline when everyone was glazing celebrities for dropping coins and posting all day about how goated Iggy Azalea is? The timeline in 2023 when nothing was really happening and everyone was talking about the same two weekly announcements we were getting? Or the late 2022 timeline when CT was in doomsday mode and all we did was saying gm? CT sucks, get over it. If you think it sucks now during InfoFi and you honestly believe it will get better when it's over and a new meta comes around, just delete your account, it will save you the pain
"I wish the timeline would go back to the time before InfoFi".

Okay bro, but what timeline are you talking about?

The late 2024 timeline when everyone was posting about some useless coins that the insider cabal told us were valuable that week (while extracting millions)?

The early 2024 timeline when everyone was glazing celebrities for dropping coins and posting all day about how goated Iggy Azalea is?

The timeline in 2023 when nothing was really happening and everyone was talking about the same two weekly announcements we were getting?

Or the late 2022 timeline when CT was in doomsday mode and all we did was saying gm?

CT sucks, get over it.

If you think it sucks now during InfoFi and you honestly believe it will get better when it's over and a new meta comes around, just delete your account, it will save you the pain
Sometimes it only takes one killer product to completely change the crypto landscape. Whether for better or for worse, that's for you to decide. But you can't deny that Pumpfun and Kaito for example have created entirely new metas that have changed CT completely and made people millions of dollars - all from nothing. That's why I always like to hop on product calls (if the idea is interesting) because if you catch one of them early, just one, you're set
Sometimes it only takes one killer product to completely change the crypto landscape.

Whether for better or for worse, that's for you to decide.

But you can't deny that Pumpfun and Kaito for example have created entirely new metas that have changed CT completely and made people millions of dollars - all from nothing.

That's why I always like to hop on product calls (if the idea is interesting) because if you catch one of them early, just one, you're set
Arbitrum is one of the few established players that are really leaning in on InfoFi, love to see it. They are distributing 400,000 $ARB over 3 months (the first month ends next week). And they are also supporting projects that are building on Kaito tech such as yapyo, which kinda uses the loudio model but with buybacks (leaderboard went live today, I'm not on it rip). I wouldn't be surprised to see more established blockchains going in a similar direction in the future, It's paying off for Arbitrum so far, it's near the global top 10 in 7-day mindshare (as one of the few post-TGE projects), plus a big spike in user-generated content. The changes in the Kaito algo for leaderboard mindshare also improved content quality recently which is bullish
Arbitrum is one of the few established players that are really leaning in on InfoFi, love to see it.

They are distributing 400,000 $ARB over 3 months (the first month ends next week).

And they are also supporting projects that are building on Kaito tech such as yapyo, which kinda uses the loudio model but with buybacks (leaderboard went live today, I'm not on it rip).

I wouldn't be surprised to see more established blockchains going in a similar direction in the future,

It's paying off for Arbitrum so far, it's near the global top 10 in 7-day mindshare (as one of the few post-TGE projects), plus a big spike in user-generated content.

The changes in the Kaito algo for leaderboard mindshare also improved content quality recently which is bullish
Why is Circle's share price up 4x this month but USDC, Circle's cryptocurrency, still flat at $1 USD??
Why is Circle's share price up 4x this month but USDC, Circle's cryptocurrency, still flat at $1 USD??
I should've sold ETH at $2.7k USD at the beginning of the month and put it all into Circle Internet Group shares at $50 USD. Mistakes were made in a wallet I controlled
I should've sold ETH at $2.7k USD at the beginning of the month and put it all into Circle Internet Group shares at $50 USD.

Mistakes were made in a wallet I controlled
It's fun to look back at all the people who started around the same time as me and what they are doing now. Some have made life-changing money and retired. Some blew all the money they made and went back to their 9-5 job. Some became top traders. Some are now top creators. Some became builders or now work with the best brands in the industry. Some ruined their reputations or became scammers. Most of the time the difference between all their journeys were just small decisions they made along the way that, over time, got them to where they are today
It's fun to look back at all the people who started around the same time as me and what they are doing now.

Some have made life-changing money and retired.

Some blew all the money they made and went back to their 9-5 job.

Some became top traders.

Some are now top creators.

Some became builders or now work with the best brands in the industry.

Some ruined their reputations or became scammers.

Most of the time the difference between all their journeys were just small decisions they made along the way that, over time, got them to where they are today
Only one of the two images can be true. Which one is it? In terms of attention and hopium/expectations, I think it's impossible to beat loud*o. 70% mindshare will never be achieved again by a similar InfoFi product. From an idea, tech and launch perspective, I think what @useBackroom and Seedify are doing is also interesting. Both took the Initial Attention Offering (IAO) concept and embedded it into what they're doing. The only question is whether that’s enough to generate interest beyond the leaderboard accounts waiting dump (especially long term). The problem for loud*o was that 99% of CT lost interest as soon as the leaderboard incentives ended, the only people who kept talking about it were those fighting for the top 25 (week 1 fee share), and with diminishing returns that becomes significantly less interesting for them as well. Gonna be interesting to see how the other two play out this week, I'm sidelined on both (ready to fud your bags)
Only one of the two images can be true.

Which one is it?

In terms of attention and hopium/expectations, I think it's impossible to beat loud*o.

70% mindshare will never be achieved again by a similar InfoFi product.

From an idea, tech and launch perspective, I think what @useBackroom and Seedify are doing is also interesting.

Both took the Initial Attention Offering (IAO) concept and embedded it into what they're doing.

The only question is whether that’s enough to generate interest beyond the leaderboard accounts waiting dump (especially long term).

The problem for loud*o was that 99% of CT lost interest as soon as the leaderboard incentives ended, the only people who kept talking about it were those fighting for the top 25 (week 1 fee share), and with diminishing returns that becomes significantly less interesting for them as well.

Gonna be interesting to see how the other two play out this week, I'm sidelined on both (ready to fud your bags)
I had quite a few meetings with established Web2 brands last week. Entertainment companies in particular are looking to expand into Web3 this year. Wether it's about integrating blockchain elements into the way they engage with their existing fan base or taking more control of their ecosystem economy with a token launch. Gonna be fun to see how this plays out. Web3 native companies have a lot of goodwill within CT and the core crypto audience, which is essential for the successful launch of any crypto product. Web2 companies have a huge audience they can tap into, tons of retail users, expanding beyond the hot potato game within core CT. The lines will continue to blur this year as many Web3 IPs expand their content heavily into Web2 (Pudgy Penguins, Azuki, Claynosaurz etc). While Web2 companies make a push into crypto with their existing name recognition, fan base and with a lot of capital/connections. Good time to be active in this industry
I had quite a few meetings with established Web2 brands last week.

Entertainment companies in particular are looking to expand into Web3 this year.

Wether it's about integrating blockchain elements into the way they engage with their existing fan base or taking more control of their ecosystem economy with a token launch.

Gonna be fun to see how this plays out.

Web3 native companies have a lot of goodwill within CT and the core crypto audience, which is essential for the successful launch of any crypto product.

Web2 companies have a huge audience they can tap into, tons of retail users, expanding beyond the hot potato game within core CT.

The lines will continue to blur this year as many Web3 IPs expand their content heavily into Web2 (Pudgy Penguins, Azuki, Claynosaurz etc).

While Web2 companies make a push into crypto with their existing name recognition, fan base and with a lot of capital/connections.

Good time to be active in this industry
Can someone explain to me the lore behind "Larvva Lads" and "PNUKS" that did the most volume out of all NFT projects today? Don’t say it’s the art or I will block you
Can someone explain to me the lore behind "Larvva Lads" and "PNUKS" that did the most volume out of all NFT projects today?

Don’t say it’s the art or I will block you
JUST IN: Azuki teases Telegram sticker pack. TON ecosystem is really cooking lately, tons of projects are expanding to Telegram. And Telegram gifts are also doing super well on secondary
JUST IN: Azuki teases Telegram sticker pack.

TON ecosystem is really cooking lately, tons of projects are expanding to Telegram.

And Telegram gifts are also doing super well on secondary
The Solana ecosystem is cooking again. Strong comeback for infrastructure, application revenue for Raydium reached a local high in May, $12.69M USD in revenue. Volume is up 35% to $46B USD. Cross-chain Solana is a main driver for the rise in application revenue in broader crypto, with a significant increase compared to March and April. Also means more value is driven back to the respective tokens, Raydium for example did $4.7M USD in $RAY buybacks in May
The Solana ecosystem is cooking again.

Strong comeback for infrastructure, application revenue for Raydium reached a local high in May, $12.69M USD in revenue.

Volume is up 35% to $46B USD.

Cross-chain Solana is a main driver for the rise in application revenue in broader crypto, with a significant increase compared to March and April.

Also means more value is driven back to the respective tokens, Raydium for example did $4.7M USD in $RAY buybacks in May
Ummm is Amazon still exploring launching the NFT marketplace that they promised us 2 years ago? Asking for a friend
Ummm is Amazon still exploring launching the NFT marketplace that they promised us 2 years ago?

Asking for a friend
Current look at Kaito Genesis NFTs and $KAITO. Couple reasons for this imo: 1) General market sentiment. 2) People unstaked their tokens to take profit after $KAITO reached a local high of $2.30 USD two weeks ago (5-day cool down after unstaking). 3) Loudio as a big event that was seen as a "top signal" by some. 4) Recent ecosystem airdrop claims were low (Skate allocation was almost not worth claiming). I'm still bullish and looking to buy more if we see NFTs at 1.5 ETH and $KAITO closer to $1.10 USD. Kaito Capital and revamp of Kaito Connect were teased and could launch soon. Ecosystem allocations still at a high. I don’t think InfoFi has seen the top yet. Thoughts?
Current look at Kaito Genesis NFTs and $KAITO.

Couple reasons for this imo:

1) General market sentiment.

2) People unstaked their tokens to take profit after $KAITO reached a local high of $2.30 USD two weeks ago (5-day cool down after unstaking).

3) Loudio as a big event that was seen as a "top signal" by some.

4) Recent ecosystem airdrop claims were low (Skate allocation was almost not worth claiming).

I'm still bullish and looking to buy more if we see NFTs at 1.5 ETH and $KAITO closer to $1.10 USD.

Kaito Capital and revamp of Kaito Connect were teased and could launch soon.

Ecosystem allocations still at a high.

I don’t think InfoFi has seen the top yet.

Thoughts?
Crypto-native IPs are already reaching mainstream. Pudgy Penguins announced a partnership with NASCAR and Lufthansa this week alone. Azuki and $ANIME will be at Anime Expo next month. What happens next?
Crypto-native IPs are already reaching mainstream.

Pudgy Penguins announced a partnership with NASCAR and Lufthansa this week alone.

Azuki and $ANIME will be at Anime Expo next month.

What happens next?
We are currently seeing a trend in NFTs towards more lending transactions, especially for grails. A ton of CryptoPunks (worth over $30M USD total), Pudgy Penguins, Bored Apes and other bluechip NFTs are currently on loans via the three major NFT lending platforms: NFTfi, Blend (Blur's "buy now pay later"), and Gondi. The left-facing (and top rarity) Pudgy Penguin was out on a loan before the 200 ETH sale. The last Azuki Spirit sale was three months ago, but several Spirits are currently on loan on NFTfi. And that’s only pfp projects, NFT art has been heavily relying on loans for a long time now. NFT lending tends to have a different audience than the normal NFT marketplaces, more collectors, and the majority of the volume seems to be driven by a smaller group of whales and power users. NFT floor prices of major collections have been pretty flat lately, real money is made increasingly not in trading but in lending (APR can be really juicy if you understand NFTs well and can manage the risk). Makes sense to keep an eye on this if you’re in NFTs imo, NFTfi released a dashboard/aggregator that aggregates the entire lending market (all loans across platforms, top users etc), good way to get an overview
We are currently seeing a trend in NFTs towards more lending transactions, especially for grails.

A ton of CryptoPunks (worth over $30M USD total), Pudgy Penguins, Bored Apes and other bluechip NFTs are currently on loans via the three major NFT lending platforms: NFTfi, Blend (Blur's "buy now pay later"), and Gondi.

The left-facing (and top rarity) Pudgy Penguin was out on a loan before the 200 ETH sale.

The last Azuki Spirit sale was three months ago, but several Spirits are currently on loan on NFTfi.

And that’s only pfp projects, NFT art has been heavily relying on loans for a long time now.

NFT lending tends to have a different audience than the normal NFT marketplaces, more collectors, and the majority of the volume seems to be driven by a smaller group of whales and power users.

NFT floor prices of major collections have been pretty flat lately, real money is made increasingly not in trading but in lending (APR can be really juicy if you understand NFTs well and can manage the risk).

Makes sense to keep an eye on this if you’re in NFTs imo, NFTfi released a dashboard/aggregator that aggregates the entire lending market (all loans across platforms, top users etc), good way to get an overview
People are still sleeping on OpenSea Voyages, the easiest way to farm XP (and the airdrop) with little capital. Current voyages expire in 5 hours. Six voyages that can be completed now in less than 10 minutes: 1) Make a token swap on OpenSea for at least $10 USD. 2) Buy an Art NFT for $5+ USD. 3) Buy a Solana token for at least $10 USD. 4) Do a cross-chain swap (for example swap SOL to $KAITO) for $5 USD or more. 5) Purchase an NFT token from a verified collection (blue checkmark next to the collection name) for at least $5 USD. 6) Buy an NFT token, for example $ANIME, $KAITO, $MOCA or $PENGU ($10+ USD). It's pretty intuitive, if you go to the "rewards" tab, OpenSea will guide you through the process and send you to the right pages. Worth completing imo
People are still sleeping on OpenSea Voyages, the easiest way to farm XP (and the airdrop) with little capital.

Current voyages expire in 5 hours.

Six voyages that can be completed now in less than 10 minutes:

1) Make a token swap on OpenSea for at least $10 USD.

2) Buy an Art NFT for $5+ USD.

3) Buy a Solana token for at least $10 USD.

4) Do a cross-chain swap (for example swap SOL to $KAITO) for $5 USD or more.

5) Purchase an NFT token from a verified collection (blue checkmark next to the collection name) for at least $5 USD.

6) Buy an NFT token, for example $ANIME, $KAITO, $MOCA or $PENGU ($10+ USD).

It's pretty intuitive, if you go to the "rewards" tab, OpenSea will guide you through the process and send you to the right pages.

Worth completing imo
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