Opiniões de ahboyash(@ahboyash)

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a maldição do banter cripto :(

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ahboyash

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XRPFi

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A few @base ecosystem projects have been doing well lately Think the reason for this IMO: • Compared to Solana, definitely fewer tokens = concentrated on things with fundamentals • Lesser attention + liquidity dilution • Projects will try to align with base = @coinbase listing hopium • People's edge in the Solana casino seems to be eroded, pivot to the Base casino with more PVE coins • @pumpdotfun token https://t.co/8SxFsVtNP9 which will cause a liq vacuum on Solana Did a few minutes of research to keep up to date with the eco, some projects that are doing well: • @KeetaNetwork ($KTA)--> Visa-speed payment layer, wrapped in a KYC-ready L1 • @gizatechxyz ($GIZA) --> “Plug-in ML agents that trade, rebalance on-chain, use zkML for proves and trust-minimisation • @tigfoundation ($TIG) --> Turns hard optimisation puzzles into open bounties where the best algorithm wins (+ gets paid) • @Mamo_agent ($MAMO by @MoonwellDeFi) --> park USDC, grow yield, win prizes • @ReiNetwork0x ($REI) --> Bridges AI to on-chain (hard logic; verifiable intelligence) • @noicedotso ($NOICE) --> Attention is money, where every engagement (like, reply, or follow) becomes tokenised; social tipping These are of course projs apart from the @virtuals_io ecosystem which I covered separately:

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Two new (credit line) money markets have recently made headlines • @3janexyz --> FICO-style consumer credit by @_yakovsky • @WildcatFi --> toolbox for sophisticated trading desks to offer private credit by @functi0nZer0 - - - - - - 3Jane --> “Borrow Against the Future” • Credit-based money market allowing U.S. retail users instant, unsecured credit lines • Zero on-chain collateral • Proprietary 3Jane Credit Algorithm (CA) underwriting engine analyses on-chain assets, off-chain cash flows and VantageScore data to estimate the credit line line • Depositors supply USDC and receive USD3 (senior) or stake it for sUSD3 (junior, first-loss), while idle cash farms sweet @aave yield • If a borrower defaults, the “Credit Slasher” slashes their score, redistributes late interest to healthy borrowers and auctions off the non-performing loan - - - - - - Wildcat --> “Build-Your-Own Private-Credit Market” • Targets trading desks and funds that want bespoke on-chain credit terms. • A whitelisted borrower deploys a vault, setting its reserve ratio , fixed APR, withdrawal cycle, grace period up-front • Lenders deposit and receive a rebasing debt token • If reserves dip below the floor past the grace period, a penalty APR kicks in until the borrower pays or lenders pursue off-chain enforcement • Wildcat takes 0–10% of the base APR as protocol rev and lets borrowers determine KYC, size-minimums or other role-provider “hooks” for access control • Largest under-collateralised credit protocol TLDR: 3Jane imports consumer credit into DeFi while Wildcat offers instis a way to spin up custom credit lines. If both protocols are well managed, they can scale very fast (overcoming the traditional over-collat model in crypto)

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Two mindshare machines are building on top of @KaitoAI • @stayloudio by @0x_ultra --> trade volume = tokenized attention --> rewards for KOLs earn $LOUD • @noise_xyz by @lucacseth @notgabo --> trade narratives like perps Same thesis: attention is capital but different execution - - - - - Loud is a pure attention flywheel • Users yap about $LOUD • Kaito measures their mindshare • The top 25 weekly yappers earn SOL from trading fees of the token • Speculators trade the token --> this funds the payouts • Bringing back our beloved 3,3 between KOLs and traders • Attention is the goal --> "Who can drive the most hype?" Noise takes another route • Kaito streams real-time trend indices • Users long/short the trend like they would a perp position • Mindshare now becomes a tradable, directional market • Attention is the underlying asset --> "Can you trade the hype/trend before it breaks out?" - - - - - InfoFi is growing from protocol to ecosystem Kaito is no longer viewed as just a data layer --> it’s an oracle powering new markets and lego blocks for interesting primitives What Uniswap did for liquidity, Kaito is now doing for attention Let’s see who wins the mindshare war

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InfoFi Landscape Report Narratives move faster than capital Enter InfoFi --> the primitive that lets you bet on both TLDR InfoFi focuses on monetising attention, influence, and info, probably one of the more compelling narratives in crypto now. Below I compare a few protocols: @KaitoAI, @cookiedotfun, @ethos_network, and @elfa_ai, each approaching the financialisation of digital mindshare from different angles. These are platforms that structure and index high-signal info with an emphasis on measurable influence, data provenance, and actionable insights. - - - - - - 1. Kaito ($KAITO) • The Bloomberg Terminal for crypto narratives, using AI to process thousands of CT, Reddit, and Telegram posts into searchable summaries ("Yaps") • Leaderboard system identifies top-performing accounts/wallets based on alpha calls • Creates a powerful social filter for crypto research 2. Cookie ($COOKIE) • Modular data layer for the agentic economy --> https://t.co/FVmBL8fOCG, tracks 1,500+ AI agents and their performance, powered by a backend called the Cookie DataSwarm. • This infra feeds into Agent Cookie, a super-agent providing social + on-chain intelligence 3. Ethos • Introduces a reputation graph for crypto, based on: Review, Vouch, Slash, and Influence. • Aim is to create a social trust layer that DAOs, protocols, and community mods can use to filter credible contributors or defend against Sybil attacks 4. Elfa • Sentiment engine indexing token mentions, KOL shills, and project/community updates in real time • Token mindshare is tracked hourly and Smart Accounts are analysed which is filtered by alpha potential - - - - - - Personal Take • Kaito dominates structured research workflows and integrations with projects • Cookie leads in infra for AI agents • Ethos builds foundational social trust infra for Web3 (reputation) • Elfa captures narrative volatility and CT pulse Same with DEXes/L1s/L2s, all will have competition as protocols imitate and try to one up each other.

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.css-1iqe90x{box-sizing:border-box;margin:0;min-width:0;color:#EAECEF;}a maldição do banter cripto :(

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a maldição do banter cripto :(