小捕手 chaos

Introducing the great god: @jasminervaa
Jasmine is a founding partner at A&T Capital and previously served as the head of LongHash Germany and a partner at IOSG Ventures.
Putting aside the above titles, during this cycle, she is also an angel investor in the following projects:
Kaito AI
Virtuals Protocol
http://MyShell.AI
Sidekick
Tensorplex Labs
and others.

Of course, this article is not aimed at flattering her, but mainly because Jasmine might still be an angel investor in the new @RoboStack_io on @virtuals_io. Evidence:
① On May 8, Jasmine posted a tweet that translates to, "After realizing how ridiculous most agent tokens are, I decided to support an experienced and ambitious team to develop a practical product with an existing foundation. It will launch on @virtuals_io, (I recommend it) not only because it is in my portfolio, but also because the team has been refining this platform."
② In the $ROBOT token economics, there is a 15% share for core contributors (2 months lock-up period, followed by linear unlocking over 12 months).
③ Jasmine has been continuously tweeting about promoting RoboStack recently.

Based on the above analysis, I believe it's no problem to go all-in on $ROBOT. Not to mention the educational background of $ROBOT founder @Lycan0422:
PhD in Physics from Cambridge University
Master's in Engineering from Cambridge University
Bachelor's in Engineering from the University of Bristol

Let's wait for the points to be credited later and go all-in together!

Must do👇

Brahma Imprint NFT restart minting. The first round of activities was too popular, attracting a large number of bot accounts. To prevent similar situations, the official made the following adjustments for the second round of activities:
First, introduce a bot filtering mechanism;
Second, optimize the on-chain interaction framework;
Finally, the NFT will incorporate a 'death' mechanism, where long-term inactive or non-interactive zombie accounts holding NFTs will die and will no longer be eligible for airdrops.

Unchanged incentives: Level 4 NFT users enjoy a guaranteed $BRAH airdrop quota (accounting for more than 5% of the total).

1/ How to ensure airdrops?
① Create a Brahma account: Visit http://imprint.brahma.fi/?utm_source=CN&utm_medium=KOL&utm_campaign=ImprintNFT+&utm_id=Chaos…
② Deploy proxies or trade: Conduct on-chain transactions through your Brahma account
③ Mint Imprint NFT: Bind your main EOA wallet and Brahma account
④ Reach L2 or L3: After completing the above steps, your account level should reach L2 or L3
⑤ Stay active to increase level: Perform daily on-chain operations through your Brahma account (deploying Brahma Agents automated strategy tools can significantly increase your level)

Notes:
NFT levels are updated weekly;
Long-term inactivity will lead to NFT death, losing eligibility for airdrops (NFTs will not die after reaching level 4).

2/ Brahma has great potential:
Supports the creation of autonomous 'agent protocols' that can operate independently across chains and applications, comparable to the ACP ecosystem of Virtuals.
Has high growth potential, with top-tier institutions such as Framework Ventures, Maven11, Safe, Lightspeed, Greenfield investing.

If you have time, remember to participate; I have already completed the minting.

Sonic has already launched three ecological coins on Binance Alpha, namely:
$BEETS
$SHADOW
$Anon
In addition, Sonic has two major events happening in May: one is that Binance Wallet announced the integration of Sonic; the other is the official deployment of native USDC to Sonic.

The project team has funds, the ecosystem has a wealth creation effect, and there are multiple big backers behind it. The large-scale explosion of the Sonic ecosystem is believed to be not far away.

Without further ado, here are a few ways to participate in the Sonic ecosystem.

1/ Sonic Points Program
Incentive Activity: About 200 million $S (current market price of $S is $0.5)
Activity link: https://my.soniclabs.com/points
The first season airdrop will start distribution in June 2025, time is running out, hurry up and catch the last train.

2/ Potential projects in the Sonic ecosystem before TGE

Fly @flytrade_
A trading aggregation and execution engine on Sonic.
Strong lineup of investors (Jump, Parafi, GSR, etc.), but funding was in 2022.

Ammalgam @ammalgam
A lending platform on Sonic, providing better yields, leverage, and options strategies for LPs.
Seed round financing completed in 2024, co-led by Lightspeed Faction and Framework Ventures.

Jigsaw @jigsawdefi
A CDP stablecoin protocol on Sonic.
Financing in 2023, with only Manifold Trading being a familiar name among investors.

Angles @Angles_Sonic
A native LST platform on Sonic.
Current TVL is $20 million.

Hedgehog Protocol @TheHedgehog_io
A native derivatives infrastructure on the Sonic chain, with a modular design that not only hedges against gas cost fluctuations but also supports a wider range of synthetic asset applications, such as Bitcoin fees, Eigen rates, and Celestia data availability.

Open the book!!

Major Event: The U.S. 'GENIUS Act' Passes in the Senate, the Stablecoin Industry Welcomes a 'Great Age of Exploration'

On May 20, the U.S. stablecoin legislation 'GENIUS Act' passed in the Senate vote, with only the House vote and submission for presidential signature remaining before it officially takes effect. Its formal approval is just a matter of time.

1/ Long-term outlook
The act brings regulatory clarity and compliance, benefiting the entire crypto industry;
Traditional financial institutions and giants may enter the field, and compliant dollar stablecoins will further intensify competition;
The dollar will continue to achieve global expansion on-chain (currently, the total amount of stablecoins accounts for only 1.1% of the dollar supply).

2/ For @levelusd, this is a significant benefit.
Firstly, unlike other yield-bearing stablecoins, $lvlUSD can only be minted through USDC or USDT, eliminating regulatory concerns (the GENIUS Act requires a mandatory 1:1 full asset collateral for stablecoins).
Secondly, Level, as the 'yield nesting layer' of stablecoins, will not compete with any future compliant dollar stablecoins, but can instead leverage its momentum for growth.

Currently, Level's TVL is $180 million, and compared to Ethena, there is a minimum growth potential of 30 times. The official team has also been working hard on integration, such as the recently launched Steakhouse USDC treasury, which is supported by Morpho's technology and aimed at strengthening the Level ecosystem.
Through this treasury, users can:
Earn USDC lending yields
Enjoy 5x Level XP acceleration rewards
Participation is recommended; it’s worth multiple attempts.

The great age of exploration for stablecoins is about to arrive; we are both witnesses and participants.

All In @Bizzy_agent $BIZ
First conclusion: The team is making a significant impact in the @virtuals_io Genesis Launches, and the project has a high ceiling.

1/ "All-Star" Team
@DeFiGuyLuke: Co-founder of Buzzing Club, previously a product manager at Alibaba and Cobo.
@josephxu_: Co-founder of Buzzing Club, former AI engineer at Tesla. Holds a degree in Computer Science from New York University.
Buzzing Club also secured third place in the first Virtuals Hackathon.

2/ Where does the high ceiling of $BIZ come from?
Buzzing is a decentralized, AI-driven prediction market with a three-phase roadmap:
Phase 1 (AI prediction assistant based on Polymarket)
In this phase, Bizzy acts as a trading assistant, helping users analyze the market and providing real-time betting suggestions.
Phase 2 (Benchmarking Polymarket)
Launch the Buzzing platform, with AI automating rule creation, liquidity management, and oracle data.
Unlike traditional prediction markets like Polymarket, Buzzing is AI-driven, reducing costs, speeding up market creation, and theoretically capturing market trends in real-time.
Phase 3 (Benchmarking Chainlink?)
Bizzy evolves into a non-standard AI oracle, supporting diverse financial products, providing non-standardized data such as event outcomes and social media engagement.
The evolution strategy of Buzzing is: help users predict and bet better and faster
👉 Provide users with better and faster prediction and betting services 👉 Based on massive user behavior and data, predict event outcomes, and become a foundational protocol.
Another point to note: the team’s tokens will be locked for 3 months, so there’s no need to worry about the project team dumping tokens.

3/ How is $BIZ valued?
Token empowerment of Bizzy at different stages:
Phase 1: Access to advanced features, such as advanced analytics and smart predictions.
Phase 2: Enjoy early access to the Buzzing platform, rights to convert to Buzzing tokens, and a share of protocol revenue and governance.
Phase 3: Stake tokens to support dispute resolution and maintain oracle economic security.
Conclusion:
$BIZ is not the parent coin and only token of the Buzzing platform, but it enjoys the rights of token conversion.

FDV is above $10 million, which I think is very easy. That’s 50 times.

In the morning, I followed an address on Axiom for 3 transactions, and surprisingly, they were all small profits. The three coins are:

$GREENTARD
$goldfart
$LAD

I went with the purpose of brushing Axiom and testing strategies, only taking small positions.

The address: 5ZzRvjZZw4JiDbPQc7NuG9wp4wDjXoWiQo6JpSSYxQZe
(The screenshot shows the profit details for this address)

Axiom double points registration: https://axiom.trade/@chaos9248

The first phase of Binance's "Vote for Listing" ends tonight.

$SIREN is currently ranked second, 3% behind the first place. There are still a few hours left to see if there is a miracle. Even if it does not go up this time, in the long run, the possibility of $SIREN being listed on Binance is very high.

$SIREN's advantages are:
① First-mover advantage: the only BNB Chain AI project that has been launched
② Large community: projects like WHY and Mubarak, which also have large communities, are far behind $SIREN.

ca: 0x997a58129890bbda032231a52ed1ddc845fc18e1

Voting link: https://www.binance.com/zh-CN/square/post/21761942594842

Several co-founders of MystenLabs have pinned two projects on Twitter:
One is Sui
The other is Walrus

The value of $WAL goes without saying, currently futures at $0.44: https://app.aevo.xyz/perpetual/wal
Listing tomorrow, hope it can break $0.6.

Token Economics and Airdrop
Airdrop: 10% of the total airdrop amount allocated. 4% has been airdropped, and 6% of the airdrop will be distributed in the future. Details are unclear, but it is recommended to use Walrus more and be more active on Sui.

$INJ has been committed to bringing high-quality real-world assets on-chain this year, and its iAssets sector has already launched:

iMSTR (MicroStrategy)
iNVDA (NVIDIA)
iHOOD (Robinhood)
iMCD (McDonald's)

Now it has newly added iTSLA (Tesla).

However, from a data perspective, the iAssets sector is still more strategically significant than practical, with MicroStrategy, the largest traded asset in this sector, having a 24-hour trading volume of $220,000.

Therefore, stablecoins remain the most successful case of real-world assets on-chain, with their success lying in a clear value proposition and demand matching: stable value storage and a medium of exchange.

How can stocks break through the current dilemma on-chain? I don't know. But it's a question of immense value.

Overvalued fast-track VC projects have no future. Essentially, CEX and VC are two sides of the same coin; the new paradigm in the crypto space will belong to projects capable of breaking this asset issuance chain.

The projects that are challenging this chain, in my opinion, are:
Hyperliquid
pump.fun

As HyperEVM launches a month later, I remind everyone to pay attention to the Hyperliquid ecosystem. I'm glad to see the Magpie team, whom I've been following, also embracing the Hyperliquid ecosystem.

The new launch by the MGP team, @Hyperpiexyz_io, is:
① The meme/DeFi center of Hyper, integrating meme asset issuance and trading
② Utilizing a vetoken mechanism to coordinate incentives among HYPE stakers, project/dev teams, liquidity providers, and HPP token holders

From the perspective of users/KOLs, I offer some immature suggestions for Hyperpie.
First, it is crucial to seek official endorsement from Hyper. According to Messari's research, DeFi projects that receive native L1 endorsements (such as GMX on Arbitrum) have an average user growth rate 50% higher in their first month compared to projects without endorsements. Official endorsements can garner significant community trust, thus giving an edge in the initial phase over competitors.
Second, the wealth creation effect is important, starting with the official token HPP.
Third, official cooperative projects on DEX should undergo strict scrutiny; they may not need to be profitable, but they absolutely must not run away.

A thought-provoking point - disruptive technology often starts from underserved markets, meeting needs that existing solutions cannot cover, gradually improving and challenging and replacing the giants. Internet finance will follow this model.

Are there historical cases that support the above viewpoint?
PCs started from niche markets (enthusiasts, small businesses) and gradually replaced mainframes; Square, WhatsApp, Canva, Robinhood, and others have risen through underserved markets, proving the effectiveness of this strategy.

What opportunities can we see?
Underserved markets are the breakthrough for internet finance, as their financial systems are underdeveloped, and residents face high costs and low accessibility issues. For example:
Stablecoins: Over 80% of the global population lives in high-inflation areas, yearning for dollars but restricted; stablecoins can fill this demand through existing technology, with market potential increasing from $200 billion to over $2 trillion.
Asset tokenization: Underserved markets lack high-quality assets; tokenizing stocks, bonds, etc., can significantly improve savings options.

Modular First Coin: $TIA

Currently, 5.53% of the total supply of $TIA is staked in MilkyWay. Many people are unclear about what this level of data means. Let's make a comparison:

Ethereum ($ETH)
Total Supply: Approximately 120 million $ETH (no hard cap, but low inflation rate)
Circulating Supply: Close to total supply, about 120 million $ETH
TVL: As of March 2025, the DeFi TVL of Ethereum is approximately 22 million $ETH. This calculates that the proportion of $ETH locked in is about 18% of the total supply.
The locking ratio of Ethereum is higher than 5.53%, but its ecosystem is mature, with TVL distributed across hundreds of protocols (such as Lido, MakerDAO, Aave), unlike $TIA which is concentrated in one protocol, MilkyWay.

Solana ($SOL)
Total Supply: Approximately 590 million $SOL.
Circulating Supply: About 500 million $SOL
TVL: As of March 2025, the DeFi TVL of Solana is approximately 50 million $SOL. This calculates that the proportion of SOL locked in is 8% of the total token supply.
The locking ratio of Solana is significantly higher than 5.53%, and the TVL is distributed across multiple protocols like Jito, indicating high ecosystem diversity.

What causes this phenomenon? There are two reasons that can explain it.
First, the diversity and richness of the $TIA ecosystem are still not comparable to ETH and SOL.
Second, MilkyWay has established a foothold in the modular ecosystem due to its first-mover advantage and meticulous product development, building a relatively deep moat.

According to the roadmap, MilkyWay will continue to expand horizontally in the future, covering other modular ecosystems such as Initia. This is a project worth following, so keep a close eye on it.

After Trump's call, XRP SOL ADA soared. The common points of these three coins:
All are American concepts/backgrounds
All are infrastructure tokens
So, despite some conspiracy theories, from the established facts and results, the two sectors of American concepts and infrastructure will be beneficial in the short and medium term. Here I recommend a target that I am optimistic about @TanssiNetwork:
1️⃣ New project of Moonbeam core members
2️⃣ Modular infrastructure that supports re-staking networks (one-click chain issuance, L2 and even cross-chain bridges)

Project introduction and ambush opportunities👇🏻

1/ Project introduction

Tanssi was originally designed for application chains. Now it has developed into a flexible framework that can support the launch and management of decentralized networks, including application chains, Rollups, cross-chain bridges, etc.

Some former core members of the Moonbeam team formed Tanssi, and other members of the Tanssi team also have rich experience in the Web3 industry, including Witnet, Transfero, etc.

2/ Participation Opportunity

Airdrop Event: Let's Forkin' Dance
Prize Pool: 10 million $TANSSI
Event Rules: Users can earn points and get rankings by completing corresponding social tasks or on-chain tasks during the event. After the event, users on the list will share the rewards according to their contributions.
Distribution rules:
70% allocated to top general participants
30% allocated to network operators
Participation link: https://lfd.tanssi.network?ref=imyourchaos

Tanssi community sale:
Price: $0.045 (same price as VC round)
Unlocking rules: Fully unlocked 40 days after TGE (VC needs to wait for more than a year)
Amount requirement: $200-$5,000
Tanssi TGE: Q2 2025

Registered users remember to perform KYC certification: https://tanssi-network.tokensoft.io/
New user registration: https://airlyft.one/tanssinetwork/lfl-waiting-list

Finally, DYOR

Great changes often begin quietly, and many seeds of things are buried in unseen places.

According to the latest data from DefiLlama, Berachain's TVL has surpassed Arbitrum and Base, ranking sixth among all blockchain networks.
But many people do not know that 95% of Berachain's TVL is executed through the Intent Engine Network @EnsoBuild.

To summarize Enso:
① No tokens issued yet
② Backed by Polychain and Multicoin investments

So, what exactly is Enso?
Enso is a network that integrates all blockchains and smart contracts, allowing developers to build using just one tool, thereby focusing on products, communities, and market expansion without delving into the complexities of blockchain development.

Products offered by Enso include:
Centralized API: Currently live, supports developers for quick integration
Enso Network: Currently in testnet phase. It serves as a protocol coordination layer, based on Tendermint's Layer 1 blockchain, storing state data of EVM, SVM, and MVM blockchains.
Shortcuts: The core component of the Enso ecosystem, developers can use Shortcuts to embed DeFi operations without manually writing smart contract integrations.

Enso related data:
Total on-chain settlement: $15 billion+
Available API protocols: 200+
Cooperative projects: 75+ top clients

Token Economics
$ENSO token is the native token of Enso Network and is the core of the Enso ecosystem.
The core functions of $ENSO include:
Gas: Used for paying gas fees on Enso Network
Governance: Holders can vote to decide on protocol upgrades and key governance decisions
Network participation: Validators, illustrators, and behavior providers need to stake $ENSO tokens, and violations will lead to token confiscation.
Staking delegation: Token holders can delegate $ENSO tokens to enhance network security and obtain corresponding staking rewards.
From this, it can be seen that the $ENSO token is primarily used for Enso Network, so it is speculated that $ENSO will be launched in sync with the Enso mainnet.

How to get involved?
Participate in the following official events:
Gaxle event: https://app.galxe.com/quest/ensobuild/GCoPJtpmo3…
Zealy event: https://zealy.io/cw/enso/questboard