Crypto tokens are superior to equity. We just forgot how to prove it. Look at $HYPE. Yes, it's valued by revenue like equity. But it also gives trading discounts, pays gas on the L1, and secures the network. All while being globally accessible and trading 24/7 Equity wrapped in some legal structure can't do any of that.* The problem is that evaluating projects on P/S ratios took over and now everyone compares tokens to stocks. Understandable after years of overpromised tokenomics with overhyped roadmaps. But the ceiling for tokens is higher than equity, if projects actually build real utility. L1s are the clear example. That's why evaluating ETH purely on fees is dumb. Aave, Fluid, or Morpho could offer better rates for token stakers (hard to implement, I know, but it's an example). Polymarket could use POLY as a truth oracle instead of relying on UMA. Curve and Velodrome proved even DEXs that don't need a token to function can build real utility around one. Tokenomics innovation needs to come back. *At minimum tokenize the equity. Going fully offchain is just regression.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

If token is down 95%+ incentives for founders is to leave and launch a new project + token: New token doesn’t have bag holders who are desperate to sell every bounce. So for retail it’s higher chance to ‘make it’ via new tokens instead of betting on old tokens recovering

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

The OpenClaw moment reminds me of DeFi summer: Early adopters experimenting with expensive tech and bad UX. Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now). But DeFi summer had a financial layer that let anyone capture value. Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top. Every new protocol meant new tokens and new upside for retail. Many early adopters got rich while having fun. The AI agent wave doesn't have any of it. OpenClaw is free and open source, which is great. But the value flows to API providers: Anthropic, OpenAI, and the GPU layer underneath. You run an agent, you pay their API bill. We also paid huge gas fees in DeFi too, but that ETH went back into the ecosystem (validators). Your Claude API bill goes to Anthropic's balance sheet and their private investors. We can't invest in it. Nothing comes back to you. Maybe it's okay as you're still having fun (while staying poor). We had an AI x crypto run with VIRTUAL, AIXBT, ai16z but those were speculation on the narrative, not productive activity like DeFi farming was. And the timing was wayyyy off. That meta came and went before OpenClaw made AI agents real for normies. We are exhausted of tokens by now. So the point of my rant is that AI wealth concentrates upwards. The OpenClaw dev joined OpenAI. The infra costs billions and the gains go to the companies that own the models. DeFi summer made retail rich but this AI wave makes the rich richer. We're still playing but the upside is going elsewhere.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

The OpenClaw moment reminds me of DeFi summer: Early adopters experimenting with expensive tech and bad UX. Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now). But DeFi summer had a financial layer that let anyone capture value. Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top. Every new protocol meant new tokens and new upside for retail. Many early adopters got rich while having fun. The AI agent wave doesn't have any of it. OpenClaw is free and open source, which is great. But the value flows to API providers: Anthropic, OpenAI, and the GPU layer underneath. You run an agent, you pay their API bill. We also paid huge gas fees in DeFi too, but that ETH went back into the ecosystem (validators). Your Claude API bill goes to Anthropic's balance sheet and their private investors. We can't invest in it. Nothing comes back to you. Maybe it's okay as you're still having fun (while staying poor). We had an AI x crypto run with VIRTUAL, AIXBT, ai16z but those were speculation on the narrative, not productive activity like DeFi farming was. And the timing was wayyyy off. That meta came and went before OpenClaw made AI agents real for normies. We are exhausted of tokens by now. So the point of my rant is that AI wealth concentrates upwards. The OpenClaw dev joined OpenAI. The infra costs billions and the gains go to the companies that own the models. DeFi summer made retail rich but this AI wave makes the rich richer. We're still playing but the upside is going elsewhere.

Name & Symbol: ai16z ($ai16z)
Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

The OpenClaw moment reminds me of DeFi summer: Early adopters experimenting with expensive tech and bad UX. Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now). But DeFi summer had a financial layer that let anyone capture value. Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top. Every new protocol meant new tokens and new upside for retail. Many early adopters got rich while having fun. The AI agent wave doesn't have any of it. OpenClaw is free and open source, which is great. But the value flows to API providers: Anthropic, OpenAI, and the GPU layer underneath. You run an agent, you pay their API bill. We also paid huge gas fees in DeFi too, but that ETH went back into the ecosystem (validators). Your Claude API bill goes to Anthropic's balance sheet and their private investors. We can't invest in it. Nothing comes back to you. Maybe it's okay as you're still having fun (while staying poor). We had an AI x crypto run with VIRTUAL, AIXBT, ai16z but those were speculation on the narrative, not productive activity like DeFi farming was. And the timing was wayyyy off. That meta came and went before OpenClaw made AI agents real for normies. We are exhausted of tokens by now. So the point of my rant is that AI wealth concentrates upwards. The OpenClaw dev joined OpenAI. The infra costs billions and the gains go to the companies that own the models. DeFi summer made retail rich but this AI wave makes the rich richer. We're still playing but the upside is going elsewhere.

Name & Symbol: aixbt by Virtuals ($AIXBT)
Address: 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825

The OpenClaw moment reminds me of DeFi summer: Early adopters experimenting with expensive tech and bad UX. Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now). But DeFi summer had a financial layer that let anyone capture value. Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top. Every new protocol meant new tokens and new upside for retail. Many early adopters got rich while having fun. The AI agent wave doesn't have any of it. OpenClaw is free and open source, which is great. But the value flows to API providers: Anthropic, OpenAI, and the GPU layer underneath. You run an agent, you pay their API bill. We also paid huge gas fees in DeFi too, but that ETH went back into the ecosystem (validators). Your Claude API bill goes to Anthropic's balance sheet and their private investors. We can't invest in it. Nothing comes back to you. Maybe it's okay as you're still having fun (while staying poor). We had an AI x crypto run with VIRTUAL, AIXBT, ai16z but those were speculation on the narrative, not productive activity like DeFi farming was. And the timing was wayyyy off. That meta came and went before OpenClaw made AI agents real for normies. We are exhausted of tokens by now. So the point of my rant is that AI wealth concentrates upwards. The OpenClaw dev joined OpenAI. The infra costs billions and the gains go to the companies that own the models. DeFi summer made retail rich but this AI wave makes the rich richer. We're still playing but the upside is going elsewhere.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

The OpenClaw moment reminds me of DeFi summer: Early adopters experimenting with expensive tech and bad UX. Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now). But DeFi summer had a financial layer that let anyone capture value. Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top. Every new protocol meant new tokens and new upside for retail. Many early adopters got rich while having fun. The AI agent wave doesn't have any of it. OpenClaw is free and open source, which is great. But the value flows to API providers: Anthropic, OpenAI, and the GPU layer underneath. You run an agent, you pay their API bill. We also paid huge gas fees in DeFi too, but that ETH went back into the ecosystem (validators). Your Claude API bill goes to Anthropic's balance sheet and their private investors. We can't invest in it. Nothing comes back to you. Maybe it's okay as you're still having fun (while staying poor). We had an AI x crypto run with VIRTUAL, AIXBT, ai16z but those were speculation on the narrative, not productive activity like DeFi farming was. And the timing was wayyyy off. That meta came and went before OpenClaw made AI agents real for normies. We are exhausted of tokens by now. So the point of my rant is that AI wealth concentrates upwards. The OpenClaw dev joined OpenAI. The infra costs billions and the gains go to the companies that own the models. DeFi summer made retail rich but this AI wave makes the rich richer. We're still playing but the upside is going elsewhere.

Name & Symbol: ai16z ($ai16z)
Address: HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC

The OpenClaw moment reminds me of DeFi summer: Early adopters experimenting with expensive tech and bad UX. Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now). But DeFi summer had a financial layer that let anyone capture value. Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top. Every new protocol meant new tokens and new upside for retail. Many early adopters got rich while having fun. The AI agent wave doesn't have any of it. OpenClaw is free and open source, which is great. But the value flows to API providers: Anthropic, OpenAI, and the GPU layer underneath. You run an agent, you pay their API bill. We also paid huge gas fees in DeFi too, but that ETH went back into the ecosystem (validators). Your Claude API bill goes to Anthropic's balance sheet and their private investors. We can't invest in it. Nothing comes back to you. Maybe it's okay as you're still having fun (while staying poor). We had an AI x crypto run with VIRTUAL, AIXBT, ai16z but those were speculation on the narrative, not productive activity like DeFi farming was. And the timing was wayyyy off. That meta came and went before OpenClaw made AI agents real for normies. We are exhausted of tokens by now. So the point of my rant is that AI wealth concentrates upwards. The OpenClaw dev joined OpenAI. The infra costs billions and the gains go to the companies that own the models. DeFi summer made retail rich but this AI wave makes the rich richer. We're still playing but the upside is going elsewhere.

Name & Symbol: aixbt by Virtuals ($AIXBT)
Address: 0x4f9fd6be4a90f2620860d680c0d4d5fb53d1a825

One day, BlackRock buying $UNI and Apollo buying MORPHO will look like obvious key crypto turning point. I say one day, because the market is underpricing these moves. TradFi companies entering crypto not via ETFs but direct token acquisitions is a big deal. They'll likely use tokens for governance allowing them to influence the rules of the infra they use. This matters because 1) governance stops being a pure meme, and 2) it also brings institutional expertise to our onchain world. Most importantly for our bags, it validates that tokens are finally investible. I'm curious if it wasn't Blackrock that actually pushed Uniswap into the UNIfication proposal. This would be a big push for other DAOs with dual equity+token setups to follow Uniswap's lead in order for Tradfi giants to buy their tokens. And this is a catalyst for a new alt season: DAOs with revenue and institutional relevance are now acquisition targets. We've talked about this before yet it's finally happening. This concentration of 1) capital and 2) attention could end the era of money being dispersed into thousands of valueless tokens. The market is finally focusing on assets that institutions can actually value.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Hyperliquid's (HIP-4) is cool: If Outcomes compose with perps, you can long ETH + buy an 'ETH below $2k' outcome as a hedge, and your margin drops because the positions offset each other. Polymarket or Kalshi can't do this. Another innovation is permissionless deployment. Polymarket curates its markets but if Hyperliquid lets anyone create markets, the long tail of degen markets opens up. I'd like governance vote events or maybe degen memecoin events? Probably will require some $HYPE staking like HIP3? Otherwise 'murder events' pose risk for HL. Another one is settlement. Polymarket suffers from oracle quality. What is their "Objective settlement sources"? That could be real innovation that Poly/kalshi suffer from. Plus, HL is much faster than Polymarket's Polygon.

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

I have 23 positions on Echo. Overall, up by 1.42x or +42%. Most still pre-TGE. But outperforming spot altcoins. We'll see where this ends up.

Name & Symbol: Echo Protocol ($ECHO)
Address: 0x06238c1b8e618abedf17669228dc95fb2d2e210b

First Cathie Wood, and now the CEO of OKx coming after Binance. C. Wood blamed the 10/10 crash on a Binance 'bug,' yet Binance, in their statement, claimed the crash happened due to 'overall market conditions.' Their "core futures and spot matching engines and API trading remained operational," while "Binance accounted for a relatively low proportion of the total trading volume." I always thought OKx was an 'ally' of Binance, notably due to the attack against Hyperliquid with JELLYJELLY perp listing on both CEXs at the same time. That's why this Star's quote post is so revealing: an 'industry-leading company' should focus on protecting the long-term interests of crypto users. Instead, legitimate criticism is drowned out via 'aggressive narrative control and coordinated influencer campaigns.' Wow. Binance FUD moves from random KOLs on X to industry leaders.

Name & Symbol: jelly-my-jelly ($jellyjelly)
Address: FeR8VBqNRSUD5NtXAj2n3j1dAHkZHfyDktKuLXD4pump

Social media isn't dead. Yet. Farcaster and Lens have new owners aiming to turn things around. Plus, there are two other apps that merge social+trading you should try: First, @thefireflyapp that acquired Lens. - Connect X, Farcaster, Lens accounts into one feed. - Follow not just @ handles but 0x addresses to copy trade - See what your KOLs are trading (Like Vitalik dumping free memecoins he got) - Track KOL trading on predictions (Polymarket) - Even follow DAO voting - Integrated wallet They are VERY good at linking KOL wallets :) Underrated feature: Follow Truth Social accounts (DJT!) without having an account on it. Firefly is the App Vitalik uses to cross post on his social accounts. ----- Second, is @0xppl_ Focused on Social trading. Or spying on KOL wallets. - Your wallet IS your profile. No bio needed - Follow any wallet (whales, degens, your CT mutuals) - Watch buys and sells happen live & copy trade - Comment on transactions like you'd comment on posts If Firefly is VERY good at finding KOL wallets, 0xppl even better. They have social tasks to doxx your wallets. Also has wallet integrated. Backed by Balaji, Anatoly, Sandeep. Try it here: https://t.co/XYwqm5cIl8

Name & Symbol: Degen ($DEGEN)
Address: 0x4ed4e862860bed51a9570b96d89af5e1b0efefed

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

Name & Symbol: Stable ($STABLE)
Address: 0x011ebe7d75e2c9d1e0bd0be0bef5c36f0a90075f

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

CT consensus thoughts for 2026: • BTC outperforms but quantum fears are real. • Most alts bleed. Many go to zero due to high emissions and lack of retail/institutional bids. No broad altcoin season like in 2021. • Outside BTC, big gains concentrate on just few winners (depth not width argument). But Aave civil war creates worries for all DeFi tokens. • Protocols are valued like businesses but not narratives. (Although $ZEC induced wider privacy-coin is a strong counter-argument) • Tokenholder rights (especially vs equity) and revenue matter and discussions will continue in 2026. • High-FDV, low-float TGEs are perma shorts. • RWAs and tokenization will grow BIG but hard to find great proxies to bet on growth (Plasma, Stable terrible TGEs are clear examples). • Prediction markets and perps financialize everything: from real events to pre-IPO assets, etc. What's not clear are Kalshi, Polymarket tokens. • As crypto matures, it will be less fun but grow much bigger. CT loses control on crypto narrative as crypto natives lose importance. What seems to be missing is clear consensus on $ETH: Some are super bullish as tokenization, RWAs, and institutional adoption that are built on Ethereum rails, despite multiple tokenization focused chains like Canton & Tempo. Yet $ETH as an asset does not necessarily benefit from tokenization: Ethereum just becomes boring infra layer with most upside enjoyed by user-facing apps. Like Facebook, Microsoft benefiting most from the rise of internet. Anything I missed?

Name & Symbol: Stable ($STABLE)
Address: 0x011ebe7d75e2c9d1e0bd0be0bef5c36f0a90075f

Got zero backlash or hate for this post: Usually, if I FUD a token, community members or token holders would come out in support for the project. For $STABLE? Zero interest. In truth, no one cares and token 'holders' are just short-term traders.

Name & Symbol: Stable ($STABLE)
Address: 0x011ebe7d75e2c9d1e0bd0be0bef5c36f0a90075f

Only 2.18% of Uniswap's total TVL is on the BNB Chain. For Aave, that figure is just 1%. Expanding to new chains, despite strong brand power, has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors, including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly, it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency, while the partner contributes branding and market entry expertise. This strategy worked wonders on Solana with the Jup/Fluid JV, reaching $1.3B in TVL, which is 50% of Kamino's TVL. Now, Fluid is offering a similar joint venture to Venus. This is truly a unique playbook. Fluid can ship technical innovation and find creative solutions for BD.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Only 2.18% of Uniswap's total TVL is on the BNB Chain. For Aave, that figure is just 1%. Expanding to new chains, despite strong brand power, has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors, including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly, it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency, while the partner contributes branding and market entry expertise. This strategy worked wonders on Solana with the Jup/Fluid JV, reaching $1.3B in TVL, which is 50% of Kamino's TVL. Now, Fluid is offering a similar joint venture to Venus. This is truly a unique playbook. Fluid can ship technical innovation and find creative solutions for BD.

Name & Symbol: Fluid ($FLUID)
Address: 0x6f40d4a6237c257fff2db00fa0510deeecd303eb

Only 2.18% of Uniswap's total TVL is on the BNB Chain. For Aave, that figure is just 1%. Expanding to new chains, despite strong brand power, has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors, including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly, it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency, while the partner contributes branding and market entry expertise. This strategy worked wonders on Solana with the Jup/Fluid JV, reaching $1.3B in TVL, which is 50% of Kamino's TVL. Now, Fluid is offering a similar joint venture to Venus. This is truly a unique playbook. Fluid can ship technical innovation and find creative solutions for BD.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

The latest Binance listing is $18M FDV token. It pumped and dumped by 81% from ATH on Binance listing. Prior to listing (July), World Liberty Financial (WLF) acquired $40k of $BANK tokens. Lorenzo is an onchain traded fund with main focus is CeFi trading strategies: basis trades, arbitrage, and market-neutral strategies run on CEXs. Main token is enzoBTC ($512m in TVL) and WLF USD1 stablecoin. USD1 is the settlement asset for Lorenzo’s OTFs, vaults, and yield products.

Name & Symbol: Lorenzo Governance Token ($BANK)
Address: 0x3aee7602b612de36088f3ffed8c8f10e86ebf2bf

In bear markets, prediction markets are an even better play as they are anti-cyclical. Perhaps the first sector in crypto. And many on CT are missing an obvious airdrop play. Connect the dots: - Coinbase → Kalshi (KYCed, regulated & rumors of Coinbase integrating Kalshi) - Hyperliquid → Polymarket (Open, global, decentralized) - Aster → ....? Like CZ/Binance pushed Aster to answer Hyperliquid, they are now backing their own prediction market. It's Opinion. Same backers as Aster ( @yzilabs ). Same BNB ecosystem push. It's relatively early but airdrop farmers are already here. Trading volumes already above Polymarket and Kalshi. Wash trading or not, the incentive design is working and CT is still quiet. Points are simple: • Provide liquidity early and near the mid • Look for 🎁 markets with higher multipliers • Bigger trades earn more • Holding positions stacks points over time Referrals help too. Both sides may get bonuses according to their docs. Here’s my link with a 10% fee discount https://t.co/DJT5uXXCme Code: N02K85 Final tips: - Get $BNB for gas on @gasdotzip - Base currency is USDT, not USDC (Not sponsored. Farming airdrop myself)

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Two years ago I was farming 60+ protocols across 10 chains. Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective. The era of spreading capital thin and hoping for big airdrops is (clearly) over. That makes life harder for smaller and less funded ecosystems. Before, they could launch points campaigns and attract liquidity and attention. Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault managers' for TVL. Monad just spent millions in airdrop bribes to make KOLs happy (and not FUD it later). Without insider info (Tempo pre-deposits), it feels safer to join consensus trades than to farm niche dApps you hope will get hype before TGE. That’s why consensus trades feel safer: Plasma, MegaETH sale, $ZEC, top perp DEXes like Lighter and edgeX, and prediction markets. These are where attention and liquidity already flow. The edge is not in farming more, but in filtering better. Sadly, it's a lot of work and I got lazier over the years lol.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

The Stable insider pre-deposits is a terrible look. Stable tried to play the XPL (well executed) playbook but I'm already 80% decided not to touch Stable, ever. Enough of crime already.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

The Stable insider pre-deposits is a terrible look. Stable tried to play the XPL (well executed) playbook but I'm already 80% decided not to touch Stable, ever. Enough of crime already.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

📢 A possible buyback program for $VLR is being discussed in @VeloraDEX DAO. Proposed by @DefiIgnas, it suggests using part of the protocol’s revenue to repurchase $VLR, following models from @Aave and @SkyEcosystem. A strategic move to strengthen the protocol’s growth. 🔥 Join the discussion 👇

Name & Symbol: Velora ($VLR)
Address: 0x4e107a0000db66f0e9fd2039288bf811dd1f9c74