Alvin0617

A day in the crypto world is like a year in the human world. This morning, BTC returned to 106,000 📈

Surprised, huh? Selling BTC at any point in the last three days would have been worse than just lying flat and doing nothing? 😅

However, looking at $ETH and $SOL, they indeed seem to be a bit far from their previous highs. The rebounds are good for $SUI and the skyrocketing $SEI 👀

Earlier, at 6 o'clock, Trump stated on Truth Social that Israel and Iran have completely agreed to ceasefire, which will begin around midnight on Tuesday.

The probability on Polymarket that Iran will close the Strait of Hormuz before July has also dropped from 50% last night to only 4% currently.

Today, the on-chain performance is indeed quite good, with some strong coins rebounding over 50%. Although many are facing situations of having halved after reaching their peaks, they are actually not performing as poorly as everyone thinks. A bad market is the best time to pick out tokens with support.

Let's return to the battlefield 🫡

【 NFTFi is dead?】

I like listening to music because usually when I like a song, I can play it on repeat for an entire month, and thereafter, just hearing that song can take me back to the moment to feel everything.

Sometimes, looking at the past organized data gives me the same feeling. The NFTFi list should have been created about 2.3 years ago, and upon checking, more than half of the projects are no longer updated...

【Stopped updating & sunset 】

🔸 @nftperp

After three years, announced sunset last month, it was one of my favorite protocols because the team also did the Look my jpeg podcast at that time.

I listened to almost every episode. I really liked that the team members were willing to jump in and create content because it meant they were willing to put in more effort than other teams.

🔸 @abacus_wtf
The team stopped losses as of June 2023, probably one of the earliest NFTFi teams to sunset.

🔸 @JPEGd_69 one of the earliest NFTFi projects, currently inactive.

🔸 @Arcade_xyz said to pay attention to this account @sovaBTC in February, and then there was no further update.

🔸 @NFTX_ has not had much update since then, only retweeting a few tweets from @flaunchgg.

🔸 @tessera: I remember this team had a pretty good investment lineup, but now their posts are protected 🧐

【 rebrand 】

🔸 @multiplierfun is the predecessor of Insrt. I recall my experience with this protocol was quite poor... bought a bunch of shards, and it seemed like there was a bit of earning when it got to blast, now rebranded as MultiplierFun and doing well on abstract.

🔸 @the_x2y2: once a large NFT trading market, currently inactive. Subsequently, everyone knows what happened, Dingaling shifted focus to Boopdotfun, and later there’s a new account @the_x2fi with less information.

🔸 @cavemancapital_ was formerly Spice Finance, also participated early but ended up failing directly...

【Protocols that are still being updated!】

🔸 @sudoswap, NFTFi OG, continues to collaborate with different ecosystems.

🔸 @NFTfi is still continuously updating.

So, will NFTFi come back? 😂

------

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.
—
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.

–

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!

When TGE said that the Kaito product would be unable to become TGE, it was said that $KAITO would definitely be smashed. It was never possible for the leading product to pull back after TGE, and it was said that it would definitely be smashed by large unlocks.

Learn the founder mode.
Learn how to independently form a flywheel ecosystem for the product.

As long as one founder is in the top 5% of the roll, the product's influence is in the top 5%, the market will give opportunities.

We need more $KAITO.
It's starting to gain traction, friends.
Believe in something.

@Punk9277 @KaitoAI

Berachain May 6 Boyco Unlock Countdown 20hrs $BERA 🐻
Will $BERA 🐻 meet its end or rise from the ashes?

It is well known that $BERA has dropped significantly this month (-40%), mainly due to the anticipated selling pressure from the upcoming Boyco unlock.

💡 Boyco assets will be unlocked tomorrow evening at 20:30
💡 On this day, 2% of the $BERA tokens (10M) will be unlocked at once
💡 The outflow of funds from Berachain has already slowed down last week.

First type of person: I want to quit and withdraw, what should I do?

1️⃣ Some agreements require you to specifically go to the official website for redemption, such as @ConcreteXYZ and @Stake_Stone. It is important to note that withdrawals from these firms will enter a 24-72 hour withdrawal queue.

- @origami_fi: There are two steps: Retrieve your LP token from the Boyco page, then go to the Origami page to withdraw USDC.

https://t.co/3manmznwmG

2️⃣ If you are a player directly participating in Boyco, you can redeem directly on Royco. The website is here: https://t.co/8FQOWbfhH7

The official team has also prepared documents to enable more players to transfer funds in one click to continue earning.

⚠️ If your funds are deposited in the pre-pre deposit vault, your rewards will not be displayed in the checker.

⚠️ When withdrawing assets, if you need to swap, you will definitely face price difference risks, like HONEY < > USDC, or the costs of crossing Layer0 may suddenly spike; please be cautious during cross-chain transactions.

Second type of person: I want to continue being a bear farmer 🐻 👨‍🌾 What other mines can I play with the funds withdrawn?

Currently, several teams have already proposed measures to transfer the funds released from the Boyco unlock, meaning they are ready to accept these funds so everyone can continue farming.

This is quite reasonable because it's also an opportunity for every protocol to capture more TVL. Let me mention a few protocols as examples:

- @beraborrow: Will launch the Beraborrow Managed Leverage Vault tomorrow. Funds from users participating in Boyco will be automatically transferred in without extra steps.

- @Lombard_Finance: Supports participating users to upgrade to the most anticipated new DeFi strategy library on Lombard with one click.

Here, I also found that @BerachainCN had already provided a very comprehensive guide for this part of the players earlier.

Whether it's $BTC, $ETH, stablecoins, or $BERA, there are opportunities for all!

In addition, there are detailed steps for asset withdrawal, which can be referenced here:

https://t.co/MyYkx2UF7c

Third type of person: I am not sure if I want to continue playing Berachain, what information should I pay attention to?

I fully agree with what @jimcurrywang mentioned in his tweet today; $BGT is undoubtedly the most important asset in the ecosystem. A lack of buying power means that large holders also have no confidence.

https://t.co/E4zYzo01yn

So when $BERA drops to a point where it makes everyone lose confidence, the first thing I bought was BGT related assets (iBGT, LBGT, etc.). My observation is that iBGT/BERA did not drop significantly 👀

For further information, refer to credits to @0x_ultra.

https://t.co/0sFOQ2W6qg

Back to the point regarding everyone's confidence in Berachain moving forward, you can also refer to a few key pieces of information:

1️⃣ Outflow of funds. As mentioned earlier, due to Coin Research's DeFi weekly report, we record the top 3 inflows and outflows weekly, which helps us grasp the inflow and outflow of funds for each chain.

The outflow of funds from Berachain started to slow down last week, so I believe the Boyco unlock is less likely to be as disastrous as everyone expects. Of course, we still need to continue observing on-chain data.

2️⃣ Whether the official team has made any preparations in advance regarding the potential impact of Boyco on the ecosystem. Seeing the document they released, honestly, I think it shows some sincerity, but for those players whose returns may fall short of expectations, are there other favorable aspects to look forward to? This also needs continuous attention.

After all, Bera has been running in DeFi for a while, while other types of protocols are just starting to launch. It would be a pity if it were to die in its infancy. Frankly, I do not believe that the FDV of $BERA will fall to the level of $MOVE. I hope for a short-term rebound to boost morale.

Purchased the M4 Pro! Cost 16 $SOL

Investing 16 SOL in productivity shouldn't be a loss, right? 🙈
The lag is really unbearable, saying goodbye to the 3-year-old M2 👋
The new computer has arrived, it's time to continue accelerating.

The USD to TWD exchange rate has fallen below 31, dropping 10% in 3 days 💀
Can holding USD also lead to losses? 😮‍💨?

Remember last year when a meme was quite popular in Taiwan?

: You, who did nothing, have outperformed countless cryptocurrency traders

(Because at that time, the USD to TWD exchange rate rose from 30.7 in December 2023 to around 32.8 in July last year, an increase of 7% 📈)

In Q3 of last year, the market performance was also poor until Trump took office, so holding USD in Taiwan was already considered better than many people.

However, in the past few days, the USD to TWD exchange rate has plummeted nearly 10% in just three days…

This means that Taiwanese people who recently invested to buy at the bottom might have been ambushed by this surge in TWD's strength 😮‍💨

So what might be affected next?

Including supply chains, the housing market, and the job market, there will be a series of impacts. While it seems that a stronger TWD will lead to increased purchasing power, the pressure might shift to employment, government finance, and various other areas.

It's a turbulent year; more strategies are needed.