Friday marked my last day at Mantle. After three chaotic years building in crypto full-time, this is my love letter; and why it’s time to turn the page. --- the origins --- What began as a leap of faith became a rollercoaster with no brakes and no seatbelts, punctuated by brief, picturesque views at the peaks and valleys with the occasional gasp of fresh air. The exposure, the challenges, the velocity of it all, has been nothing short of humbling. We experimented relentlessly. Some exceeded expectations. While others fell flat. The vision that crypto itself could tokenise and democratise access to anything, meant that working in an ecosystem, you either move fast enough to be an expert in anything, or you learn quickly by surrounding yourself with those who could. And it’s obvious to the naked eye who could and who couldn’t. Over time, I learned as much from what to emulate as from what to avoid. There are many unsung heroes I’ve had the privilege to work with - people who made the chaos not just survivable, but meaningful; many of which have since left the organisation and moved on. I’m proud to say I’ve done it all. And it was with you guys. Being one of the last remaining from the original batch of Mantle (aka pre-mainnet), and one of the few who joined without referral, this gave me a rare vantage point to see through a handful of things. I entered with a background in trading the once-glorious NFT cycle. Which then shifted to understanding the mechanics of SocialFi, and to Consumer, followed quickly by AI and finally RWAs. Each heralded as the next frontier use case. Every sector had its strengths, its limitations and reasons to exist. Eventually, some proved more durable than others. Internally, things moved just as fast and at times I wasn’t sure what changed quicker - people that come and go, or the market narrative. Still, I had the opportunity to dive deep into incentive design, distribution playbooks, financial structures, and consumer psychology. Constantly evaluating how big a market could become and what potential lay ahead. Two steps forward. One step back. We inadvertently also found ourselves in war rooms, tight timelines and unprecedented challenges. And somehow, each time, we emerged stronger and tighter as one. --- what ecosystem growth really means --- Contrary to just BD, Ecosystem Growth & Strategy during my tenure meant wearing many hats at once: • Shaping vertical priorities • Onboarding and enabling projects • Managing key accounts • Hosting events and private dinners • Moderating panels • Speaking on global stages • Mentoring hackathon teams • Designing incentives • Aligning VCs and founders • Filtering signal from noise At its best, it meant front-row access to some of the most driven builders in the world. At its worst, it meant firefighting, babysitting, marriage counselling to mediate fractured partnerships between two or more projects that initially wanted to work together and eventually fell apart. Crypto compresses timelines. And sometimes maturity - in ways few industries do. This is also why I do not recommend fresh graduates to enter crypto as their first full-time foray. I’ve seen teams build with integrity and grit. Yet, I’ve also seen teams drift from their original path, disappear, or lose sight of why they started. Still, I’ve held onto the belief that this industry is filled with more boon than bane. What makes crypto extraordinary though is its diversity - culturally, geographically, temperamentally. Because of crypto, I’ve met some of the most talented, eccentric, value-extractive, brilliant, chaotic and occasionally difficult personalities across continents. Conferences often feel like an international high school on steroids - flamboyant, polarising, loud. Yet within that noise, you sometimes meet the rare few who see through the theatre, remain responsibly optimistic, and could build friendships without any commercial agenda. Those connections are real, and they matter. Because behind every token, every altcoin, every protocol, there are humans. Ambitious ones. Flawed ones. Visionary ones. Extractive ones. Crypto simply amplifies what already exists. --- what crypto is actually good at --- Zooming out, it often felt like us against the world - a shared belief in an open, permissionless economy and the idea that financial rails could be rebuilt from first principles. What crypto has consistently proven to be world-class at is capital formation; and capital formation only. It’s Kickstarter on steroids; eBay for ideas; layered with the anonymity and velocity of the internet. That low barrier to entry is powerful. It funds innovation at unprecedented speed. But it also funds noise, misaligned incentives, and sometimes wrong actors. The same openness that democratises access can dilute accountability. Where crypto still struggles is accountability and efficient capital attribution toward long-term aligned value. Speculation thrives in ambiguity but sustainable value requires clarity. Until tokens are structurally treated and understood closer to equity ownership rights with real accountability frameworks, long-term value capture will remain uneven. Disruption reshapes behaviour. But it rarely escapes gravity. New systems tend to converge toward familiar structures. Adoption also happens within very specific windows, and rarely in the way early evangelists imagine. As I always say; not everything needs to be on-chain. If all you have is a hammer, everything begins to look like a nail. --- where i stand now --- That said, I remain bullish on crypto as next-generation financial rails. Spend. Settle. Custody. Transfer. On-chain. That future feels inevitable. If crypto ultimately becomes finance and finance becomes crypto — that may be enough. And perhaps the winners will be the durable networks that earn regulatory trust, liquidity depth, and Lindy longevity. Alas, investment, adoption, and trading each have their own golden windows - and they rarely overlap. Understanding where we stand in that cycle has shaped how I approach opportunity: To observe where consensus runs, and be willing to think independently. So as far as possible; fray from the stray. Thrive on that. --- onwards --- Lastly, I’m grateful to share that I’ve been awarded sponsorship to pursue a Master’s in Artificial Intelligence. I’ll take some time to touch grass of course, perhaps build quietly in the background, and will be professionally transitioning out of crypto - at least for now. To everyone I’ve crossed paths with — internally and externally — thank you. Even for a brief moment, you were a teacher. Inevitably, this chapter closes; some might even call it a fever dream and trust me, I couldn’t be more excited to turn the page. Don’t be a stranger, feel free to keep in touch! Godspeed. Eliminate bias. Eliminate variance.

Heard there's a new Twitter feature for engagement. What was it... Seizon? No @ s, no hashtags, let's see the magic work

1 left to 400sol floor, 0.56% listed @DeGodsNFT and all eyes on @DuppiesNFT next, this is what a call a true diamond handed community

⬇️🧵A thread on why I see absolute value on the #midnightbreeze collection by @dutchtide as a collector/investor If you’re into a mid-to-long term hold and in it for the art as well, read on 👇🏻

Real talk @RTFKTstudios If you guys aren't already considering collabing with or hiring @beb_eth , please do so 🤝 I've seen this man starting w his small creations and working all the way up to create really dope stuff

Calling it here first. @FamousFoxFed is the next collection to be making some big moves on the SOL floor. Saw it move from 18 to 28 fp in the past week. But we'll defo see it closing up near 40-50 soon Beast of a team. Constantly shipping Full disclosure: I don't own any YET 🟠

In other news, we've hit 7,200 unique holders in the #CloneX army @RTFKTstudios This is JUST the beginning 🧐

Someone told you its SeizonSZN yet? Here's everything you need to know about this up and coming collection 🧵👇

Genuinely cool to see community members of a certain collection having crossover biases or interests with you (esp in new and old collections) I’ve seen community from @Nakamigos @podGANs @akidcalledbeast @pudgypenguins @doodles @Azuki All cheering for @SeizonNFT 💧

Gonna be crunching some anime/comic book rendition of @SeizonNFT sneak peeks Up till reveal #SeizonSZN

After all these, can anyone from @DeGodsNFT guess what I just did? 🤭

With the influx of new #CloneX hodlers recently, here's a warm welcome to those that have finally pulled the trigger and joined us @RTFKTstudios Comment down below and show your clone! 🧬😊#clonefollowclone Give it a name and/or tell us why you're excited to join this family

Take a moment to pause and figure out where everyone is heading. Then run as fast as you can in the opposite direction. I’ve always took chances on myself and the opportunity to be different from the crowd. Stray from the fray, anon. It might just change your life.

Did a thing, played around and was able to decorate even OUTSIDE my pods, totally some cyber punk aesthetics man BIG BILLBOARD outside my pod

created a dune dashboard of OEKA here, but some limitations with the metadata too, unable to filter by NFTs dune.com/ricematcha/open-edi…

So.... Here's how it went @SeizonNFT #SeizonSZN 👀💧

main character energy loading...

prophecy by @gametheorizing played out to a tee repeat after me, 2025 is trader's paradise and investor's hell - Trump's erratic nature and an ever-increasing VUCA world contributes massively to it

Crypto Predictions for 2025 1. The Age of AI, IP, Data, and Information Reigns Supreme - Platform and tools that empower users to consume effectively and produce creatively while cutting through the noise and lowering barriers to creation will be some of the market leaders in 2025. 2. Increased Instances of Cross-Cutting Verticals Applied to Existing Applications and Communities (i.e. NFTs, AI) - NFTs and AI will play broader roles across various project lifecycles. Assets will serve different purposes depending on their context. - Examples include the proliferation of DeFi NFTs, Game NFTs, and AI NFTs. Exciting convergences include DeSci x AI (e.g., brain-computer interfaces) and Game x AI (AI in games or games in AI). 3. Hybrid Assets Gain Traction (404s) - Liquidity for illiquid assets will remain essential. Hybrid assets won’t replace governance or utility tokens but will create more liquid ways to trade non-fungible assets. 4. Native TEE Support Becomes the Norm for Attestation/Verification - Proof of AI/AIGC differs from Proof of Personhood. While Proof of Personhood ensures human authenticity, Proof of AI verifies the authenticity of AI and its creations. - Failing Proof of Personhood doesn’t imply AI identity—it could indicate a lack of understanding or ability, such as in babies or animals. - Many have pushed for Proof of Personhood but the infrastructure and use case for Proof of AI/AIGC is actually different yet equally important, one way is to build native TEE support 5. User-Owned Data and InfoFi Realized Through PET and Open Source Approach - Privacy-enhancing technologies (PET) and open data infrastructure will enable user-owned data ecosystems, as seen with projects like VANA, Kaito, and COOKIE. - Access to personalised recommendations and actionable insights will be the first to attract eyes, followed by quickly addressing privacy, security, scalability, aggregation and modality challenges to succees. 6. App Store Model and Plug-and-Play Approach Will Dominate Applications - Micro-services architecture will attract the most traction. Builders should look to traditional big tech and established industries for best practices that guide innovation. 7. AI Defense Mechanisms Become Crucial - AI hallucination is not the monster, AI poisoning is the bigger problem - Systems must defend against data poisoning and malicious actors, regardless of intentions. Swarm networks need rollback/cleanse mechanisms to maintain data integrity. 8. Surge in No-Code and Low-Code Tools - The rise of no-code and low-code tools, accelerated by AI, will make it easier to build and ship ideas, emphasizing the importance of implementation and go-to-market strategies as value differentiators - Strengthens the case for "ideas are cheap, execution is everything" 9. Variance in Modality and Repacking the UX Will Simplify AGI Adoption - Hiding the wires and adopting a consumer-first approach (e.g., LLM wrappers) make AGI more accessible. Applications now integrate on-chain wallets with off-chain socials/identity, and users are increasingly comfortable due to the opportunities this integration presents. - While many AI and LLM models aren’t new, their current presentation showcases their potential impact and customizability, exciting users and driving adoption. 10. Worldbuilding: Designing Human-Like AI Agents is Next Step - Societal and environmental nuances are crucial for creating impactful and relatable AI agents, enhancing human-agent interactions. - Key references include the Stanford City Experiment and how aliens were presented in the Netflix Series of "Three-Body Problem," highlighting the importance of context in designing intelligent systems + potential of social prototyping 11. Liquidity as a Key Driver for Economies - Easy liquidity access will sustain digital economies and enhance user experiences in both human-led and autonomous worlds. - Deep liquidity networks like Mantle will serve as the go-to place for building applications and economies 12. AI(dvertisements): Hyper-Monetization of Mindshare - Attention will become increasingly monetized. Ad-supported and premium-tier models will dominate tooling and utility business strategies. 13. NFTs as the Best Store of Value (SoV) Through Q1/Q2 2025 - Many NFTs will issue tokens, with catalysts being anticipated liquidity events, ensuring NFTs remain a reliable SoV in the short term.

Getting rekt or getting the Snoop Dogg effect 👀 #rektguy #rektfollowrekt bloomberg.com/news/articles/…

Being a dog lover, I just had to snag up these two Shiba Kami and add them to my #midnightbreeze collection @dutchtide really got us feeling all sentimental man

The floor of #CloneX briefly went below 4ETH for the first time in a long while. Here's my breakdown on what's gonna happen and my thoughts on this 🧵 @RTFKTstudios @benitopagotto @clegfx @Zaptio @RTFKTLukson

Not gonna lie, minted one of those soft-core BOYS and now random people keep telling me ‘You look… softer.’ Like, is this a skincare side effect or did I just unlock a personality patch?

just realised @pranksy has #midnightbreeze as his pfb 👀 just saying…

Sales are really popping off for #midnightbreeze in the last day or so Some people are linking it to liquidity from @AzukiOfficial sales and others are seeing more traffic coming from anime meta run-up in general Regardless, the fundamentals from @dutchtide doesn’t change 🧵⬇️

being in the markets for a brief time, one of the hardest lesson learnt is that the markets will always find a way to humble you every single time the market's kinda psychotic sometimes and they seem to know where the majority is betting on 😂

Been screaming and screaming at you guys to scoop clones ever since the beginning, esp when prices were at a steal hovering around 4-5 ETH for the longest time because @RTFKTstudios is a conviction play and the catalysts are all knocking on the door. Not to mention PODS too 🤔

Oh so now you're interested? Anon, where were you when you had the chance to buy <0.1 But don't worry though, #SeizonSZN just getting started 🫡

My Spotify started playing slowed and reverb indie bangers and the streetlights dim as I walk by. People keep telling me that I’m glowing and my friend suddenly speaks in metaphors. Bro, we are cooked.

And to think getting 1 grail wasn't enough... I actually managed to mint another FEATURE shot from "Pink. Unidentified. Such a useless color" by @SimonRaion @FellowshipAi There I was thinking pre-mint, what a nice use of the colour pink in this collection, super aesthetic

Breakdown of what’s happening in Solana’s ongoing wallet drain exploit 🧵

Here’s a BULLISH snapshot of @RTFKTstudios #CloneX so far 📸 - 1 month since mint - January updates yet to be announced (2 weeks left) - Pod updates and 3d files soon (we gonna see the BOTTOM half of CLONES) - Floor rising - Sell wall thin - 7,600 holders What else? Comment👇🏻

Can you really blame me tho? Couldn’t resist getting this high school lollipop gangsta of a clone 🍭🧬 Now where all my fellow #CloneX at? I especially want to see the DEMON ones reppin’ hard @RTFKTstudios #clonefollowclone

According to @nansen_ai, long-term holders of @Azuki NFTs, defined by a holding period of more than a year, surged by more than 800% after the new Elementals drop Roughly 132 long-term holders sold 📉 And 350 Azuki NFT loans liquidated on @blur_io's lending platform 💹

#midnightbreeze community killin’ it, sucha vibes man 🌊

Bringing OG @SeizonNFT 🧵 back Peep it before we reveal and take a trip down memory lane, how long has it been? 483 days? 🥱🥱 Everything you need to know 👇#SeizonSZN

Who else is just sitting back and relaxing? Not even grabbing any popcorn man, just going about doing my household chores #Aurory @AuroryProject @AuroryDaily

one of many highlights: brave browser's partnership w solana 😎

Buidling the CloneX army one at a time w #clonefollowclone @RTFKTstudios #CloneX

8/ P.S. now's the time for you guys to enter #CloneX if you haven't, i.e. I smell paper hands

Be like water, my friend - Bruce Lee

ERC404 - Asking the right questions → At this point, it's less about what it is and more about what value does it unlock? And what potential applications could spawn from it? Yes there’s also the saga between ERC404 and DN404, and if you’re as curious as I am, let’s dive into what all of this is about --- Very quickly, clearing the basics → ERC404 is an experimental token standard that combines the behavior of the fungible ERC20 token standard together with the non-fungible ERC721 token standard → Introducing fractionalisation aspects natively built into the asset → Which unlocks more liquidity for the asset natively → And takes away the reliance on third party protocols that further fractionalised the assets by interacting with another smart contract --- How it works → The implementation assumes that there is X token and X NFTs that represents each other a) Whenever the holdings of the token reaches a whole number, an NFT is minted b) Whenever the holdings of the token decreases below the previously held whole number, for every whole number equivalent in change of holdings, an NFT is burnt c) If the holdings has not yet reach a whole number, no new NFT would be minted d) Transferring the NFT would also trigger the transfer of the token indefinitely because the NFT is regarded as a whole asset e) Token transfer involves the burning and minting of NFTs while direct NFT transfers maintain the NFT status ** For the more technical folks, ERC404’s implementation was made possible via pathing and loss encoding scheme --- Challenges/Concerns surrounding ERC404 → As beautiful as it is, there are concerns surrounding a new token standard like ERC404 which naturally would not be able to cover all the holes in its first iteration 1. Gas inefficient contract as highlighted by @crypto_condom nitter.app/crypto_condom/status/1… 2. Potential vulnerabilities/attack vectors → By combining both aspects of fungibility and non-fungibility, it creates a paradox of what it is at its core. ERC1155 is already a semi-fungible token but does not quite have the liquidity as ERC20 tokens → By using a single contract to have both ERC20 and ERC721 token standards implemented, it's important to know when and what the triggers are for the different behaviors and if it covers all the edge cases. When should it be handled as an ERC20, and when should it be handled as an ERC721? --- What does it mean for builders? → Builders have to start thinking what are the potential applications of a divisible NFT standard that unlocks fractionalisation and easier access to liquidity → How is it that much different from existing protocols that enable the same end goal but with a different approach such as @sudoswap, @NFTX_ and @floorprotocol ? → What type of value does the auto minting and burning mechanism unlock? Is there a possibility of a re-roll gacha for games → Similar to the whitelist mechanism, as an additional module, to refrain from burn and mint when the tokens are being transferred to CEX or AMMs for example, how can a mechanism be created such that the re-roll gacha is not entirely random, can only be triggered after hitting certain requirements and it does not massively mess up the rarity in the circulating supply? → This would mean that I can have game NFTs that encourage the re-roll of skins/traits/assets within certain parameters as long as I meet specific requirements, which gives me a gacha opportunity and yet it still fits within the guidelines that was set for that collection initially. In any point in time for example, there can only be how many top tier rare assets --- What does it mean for traders? Overall increase in UX 1. Native fractionalisation → Ease of getting minimal exposure to the underlying asset 2. Increased liquidity → Ease of accessing liquidity by choosing it to sell on ERC20 markets with more market making → Opens up gacha and re-roll opportunities for games It might possibly open up a variance and difference in why people would still want to trade the token in ERC20 market and why others would want to trade the NFT on ERC721 markets. Why is it that there is still some price arbitrage between the ERC20 and ERC721 side of the same asset? Simply because of the liquidity and also platform fees? --- New collections VS Old collections → As a new standard, it is more relevant for new collections that would like to build and deploy using this standard and reap the native benefits → However, it is not impossible for old collections to tap on ERC404. Just that it would probably have to utilise a wrapper, which again introduces an additional layer of smart contract on the underlying asset and also further complexities (both on the UX and on the technical handling) --- Composability across platforms → With all new standards, this would mean that platforms and infra wanting to support the flourishing of new assets built upon the new standard would have to make sure that there is composability. Composability that doesn’t open up attack vectors and does not have edge cases not being handled properly → Whether it be CEXes, perps, money market, AMMs etc --- Top references → Befitting of their account name, ELI5 explanation is one of the most articulate and to the point for the layman, worth checking out - @eli5defi nitter.app/eli5_defi/status/17558… → As one of the first if not the very first publication covering ERC404, it deserves a huge mention here - @blocmates blocmates.com/research-repor… → Last but not least, always like Jenn’s take and spin on things as she breaks down complex concepts into short form video content - @jenndefer nitter.app/jenndefer/status/17564… --- If you like this thread, don’t forget to like, RT and turn your notifs on. Will be posting a continuation thread to touch on DN404

Exactly what I feel when I look at @dutchtide #midnightbreeze Any additional utility is a bonus, appreciating the art is enough for me

Just did a Dune Analytics dashboard for the rektguy collection, feel free to have a look and get rekt w me 🍻 @osf_nft @AlienqueenNFT #rektguy #rektfollowrekt dune.com/ricematcha/rektguy-…

you deserved it buddy, i really vibin' w my dragon x nine tail fox out here, feels like this is just the beginning

8/ Let me do you one better. This is proof from @dutchtide himself that holders of the v1 will be able to mint the v2 edition FREE + gas, and that will be your #midnightbreeze ANIMATED

Bullish on both @AzukiZen and @RTFKTstudios #CloneX but honestly if you guys be letting the floor of #CloneX be beaten by that of Azuki, you guys be out here wildin’ man. At this stage, the valuation of CloneX should be way much higher. Remind me of this later 🥱

Need some fashion advice from my #CloneX fam!! 🥵 What would you say if you saw my Clone in the metaverse rocking this kicks? COMMENT DOWN BELOW 👀 @RTFKTstudios x @Nike 🟣⚫️🔴⚪️ “Nike Air Max 98 Psychic Purple”

Let's try a lil' something fellow @DeGodsNFT If you were to [PICK A SOUNDTRACK] for this video, what'd would it be? Comment below or quote tweet Let's share some good music & vibes, who knows maybe the one w the best music taste might just get a "gm" from me 🤪

calling it here - priority fee market for getting in front of AI agents will become a thing This will mean you get a chance to prioritise what AI agents see/learn/process for you amidst overwhelming public demand Agentic-specific Oracle and RPCs are some of the minimum needed for this to work - who’s building this? @shawmakesmagic @0rxbt @everythingempty @jyu_eth @tintsion

unleash your INNER CHILD ▪️ in fact embrace it, grow it, manifest it huge thanks again to @theomakaseshow @tinoch for the VIP invite 🙏🏻 and ofc massive props to exhibiting artist @kolahonn

lmao @boldleonidas comics always hit home for sure you’re a legend btw love how you’re documenting CT as we build out the industry, need more creative folks using their talent in ways like you ❤️🙏🏻

Feel old yet? @SeizonNFT #SeizonSZN Been two eons since we had an art upgrade 😂

amidst the chaos, i found my inner BOYS done by the absolute talented @petravoice 1111 only on @0xMantle

what do you think of having a collaboration with @bioprotocol ? yne could be the defacto “audit” for all desci research sprouting from bio DAOs

tldr; your AI coins are not nuking directly cause of DeepSeek, but indirectly with macro factors > DeepSeek enters the foray as a formidable competitor to US tech and AI stocks in general > Market entertains possibility that these stocks are way overvalued > Tech forms a big part of risk-on play in stock > Tech stocks down, broader stocks down > Crypto market still has a huge beta with stock market > Stock market down, bringing crypto market along with it Fundamentally, > is DeepSeek good for AI in general? Yes > is DeepSeek a strong competitor in larger geo-political landscape? Yes > Should a space like crypto be bothered by geopolitics in tech? No we’re decentralised by nature and building open technologies here - whether you are d/acc or e/acc, the concerns should be objective and not subjective to countries and region

Insightful conversation with the gentlemen at Animoca @alanlau999 and Flow @doodlifts, moderated by Forbes @tahaahmed ⛓️🆔 Kudos to @AddyCrezee @forkedconf for the kickass venue and event! Till the next one

Alright none of you asked for it but here's my attempt at guessing what's inside the RTFKT x MNLTH box @RTFKTstudios #CloneX Read the 🧵 below and let me know if I'm onto something 🤔 @RTFKTLukson

Heard SolBlaze is a pretty small team and yet they have accomplished so much, definitely an inspiration for builders out there blaze it~

🚨 Why You're Completely Wrong About $KAITO FDV Estimation 🚨 You're bullish on the token… but you're not nearly bullish enough on the long-term potential of InfoFi and Data. Here’s why that’s a mistake: 📊 Data: It’s Everywhere, and You Can’t Escape It Every second of your existence generates and consumes data - whether we like it or not. Us, brands, businesses - we all perpetuate this data cycle. But in crypto, where the environment is highly predatory, that data is both your weapon and your Achilles' heel. Did you know? 🤯 ➡️ 402.74 Million Terabytes of data are created every. single. day. In 2023, the average internet user generated ~1.7 MB of data per second. That’s 146,880 MB per day! 🚨 Fun Fact: 90% of the world’s data has been created in just the last 2 years. Over the past 13 years, data generation has skyrocketed by 60x. By 2025, that number will hit 181 zettabytes—an increase of 150%. 📈 🔑 The Need for Efficient Data: In an era overwhelmed by information, the ability to cut through the noise and focus on what actually matters is CRUCIAL. This is where the power of InfoFi comes in. 💡 Targeting the Right Audience: Quality Over Quantity It’s not about having 1000 generic users—it’s about cultivating 100 true fans who will become your brand ambassadors. In the past, we had no way of identifying these superfans. But now, @KaitoAI is uniquely positioned to lead in this space. Why? Because it helps you identify and nurture those who matter most. 🎯 A Sniper Approach > Sub Machine Gun Approach You know how personalized feeds on platforms like TikTok hit just right? Consumers love it. It speaks directly to their preferences. For brands and creators, knowing your most loyal fans lets you target them with precision—whether it’s for a limited-edition product or exclusive drops. 🎁 🚀 Data Efficiency & Transparency in Action There are a few other heavy hitters in the space: - @nansen_ai - @bubblemaps - @arkham - @getgrass_io - @cookiedotfun But we’ve also seen a shift away from SocialFi platforms that focus too much on the "social" aspects and aren’t as data-driven (looking at you, FriendTech, Pacmoon, and Fantasy Top) 💡 For Traders: I’ll actually hint to focus on more liquid beta plays, look for products with profitability where - B2B is already profitable. - B2C is catching up, but it’s slower. 🔝 On the radar: Cookie3, Grass. These are the platforms to watch. 📚 Lessons From the Past: Moving forward, projects should place, Less focus on speculation and mechanisms that can be gamed - the more it can be gamed, the less valuable the data is going to be for the buyer Instead, focus on building clean, sophisticated data pipelines that enhance workflows within crypto - both on the quantitative and qualitative side ✨ What Sets Kaito Apart: Quantifying Qualitative Data Kaito’s USP is its ability to quantify qualitative data points. What’s the value of a true fan? What defines mindshare? What is smart engagement? Kaito helps you put metrics behind these abstract concepts. And that’s a game-changer. 🔑 🎉 Prediction: Token Incentive Allocation Breakdown (Yaps vs NFTs) Here’s what I predict: - 10% - 35% for the community (only 2 hot wallets identified so far) - 80/20 split between Yaps and NFTs - Only 1/3 available at TGE (with the total emitting/vested across 3 tranches) This ensures long-term alignment—the circulating supply won’t be inflated right away. In a highly volatile crypto market, this keeps things in check, while focusing on long-term goals. 🛠️ In crypto, most will jeet and sell immediately. But @Punk9277 is all about that long-term vision—and that’s what’s going to make the difference. 🔥 💡 Traditional Data Giants for Comparison: Let’s wrap things up with some big tech data behemoths comparison: - Databricks: A latest $62 billion valuation after raising $10 billion in a Series J round. - Snowflake: Reporting $2.8 billion in revenue, with exponential growth since 2019. These are the players Kaito should be benchmarked with —and the future of InfoFi sure is looking bright. 🌟

$VADER looking good huh

6/ In addition to that, @pranksy has a huge collection of #midnightbreeze and he himself is rocking that straight out on his twitter profile. You’re ngmi if you don’t know who he is

If you like Marvel-esque comic art And your 2022 was made a nightmare because of these fallen angels This collection is just for you 🤡 - 4 fallen angels revealed, 4 more to go - 1 bonus artwork to every holder holding the first 4 fallen angels opensea.io/collection/crypto…

Community is everything. I’ve believed in this from the start, witnessed it both in the metaverse and the meatspace alike. So let’s start buidling, share alpha and strengthen the CloneX network together #clonesfollowclones @RTFKTstudios #CloneX Will be creating a list soon

Really lucky to have minted one of the cover shots featured here from "Glimpses of Ethereal" by @andres_tbh @FellowshipAi

always like to retweet and showcase talented artists within the same community @RTFKTstudios @stavang3r #CloneX LFG

9/ And if you’re convinced that 2022 will be the year of the banner, follow the guys over here and check them out as they sieve out the upcoming promising PFB projects etc @YearOfTheBanner

8/ For those that are familiar with Foxy, they have a feature that allows you to send assets in bulk

Honestly can't wait for this AAA game to be live 🎮

Still can't believe I snagged this one by @andres_tbh AHHHH

This line hit me hard. "Every day that passes is one day closer to V2" goddamit @hori__desu am I underexposed? #midnightbreeze @dutchtide

Beyond infra play, I’m particularly interested in more downstream niche use cases of AI (both are important but one set the foundation and the other has more room for differentiation, as with all other verticals tbh) Simply because the data and modelling have got to be more specialised, it’s more of a 0-to-1 approach A couple of apps I’m watching closely: 1. $YNE is the perfect crossover between AI agent x DeSci, with overall price discovery happening on 3 Jan with $BIO listing, we’ll see a re-rating soon (one idea I had was to have $YNE be the de factor “audit” of all research coming out of BIO protocol; solves demand and supply for both sides) 2. $SCOUTS provides sports betting analysis and it’s the most reflexive play for crypto folks because who doesn’t want to sharpen their edge in gambling after trading? $POLYTRADER has been getting bids and $BET is now a contender to $SCOUTS showing hints of PMF (@blknoiz06 also QT and mused at $SCOUTS hit rate, that man’s probably a top tier degen so worth a look) I don’t believe though that these agentic dApps will completely replace the need for human analysis but it certainly enhances it and increases the confidence interval to a large extent

why arent ppl talking about this!! check out this LINK 🔗🖇️🔗🖇️

so there is a difference between nesting streak and total nested time. nesting streak will reward diamond nesters and total nested time will allow new entrants to buy in w the nesting time priced in to buy at a albeit higher price for “lost time”

#hoothoot captain jack sparrow reportin’ for duty

3d files which gonna include the fact that they have to do a reveal for the bottom half of our clones 🤫 The next big one though has got to be a NFT drop from nike or announcement of utility within the nike ecosystem from holding #CloneX

s00n you’ll see more BOYS on the @_kaitoai yapper leaderboard not if but when BOYS just love to yap don’t we 👀

7/ I’ve also heard collectors display their #midnightbreeze on huge monitors and blast music to soak in the vibes. But what’s more immersive than having a #midnightbreeze game? Check this out, community kudos to @quetumbar

"Nod and Wink" from the REWORLD collection by @rainisto - @FellowshipAi 📸 ngl looking at this for more than 3 seconds gives me the chills #postphotography #AI

yo sneak peek of tonight’s @sozuhaus BBQ co-hosted with @eigencloud 🥩 have you seen a smoker like this? i almost thought its the Hogwarts train stopping at Denver bruh tonight 6pm -> rsvp below

And amidst the chaos, we've reached 7,500 unique holders for #CloneX @RTFKTstudios 🥳🍾 Every new member is a milestone, and I'm really happy to see the community growing, we've been sharing alpha, free airdrops, art etc etc and definitely many more to come

1/ First off, when you try to identify nft meta, there are many ways to classify it, from the art style to the messaging to the utility Undeniably, we’ve seen a huge influx and oversaturation of PFPs and there is very good reason for it

Presenting to you Hex, the streetwear collector. Top 36%, Shomacan Skin @unirexcity

If you've been trading NFTs and know what's some of the near term catalyst coming up, you wouldn't be foreign to the Blur Airdrop that's going live this Feb 14 on VDay But what you might not expect has already shown cracks.. Lets dig in 🔍 I present to you the "Blur Phenomenon"

Welcome to the family @justinbieber been a big fan of your music since the start 👊🏻 P.S. Yes since Baby, I thought it was really catchy

The rapid rise of @AzukiOfficial is unprecedented in the space. I totally underestimated their growth potential within a short timeframe. Now, people are looking for collections that will chase, parallel and even surpass theirs. And as we speak, @RTFKTstudios is poppin off 👀

ngl anyone feels they look like new gen pokemon trainers? bullish nostalgia 👁‍🗨

Excited for @kolahonn's 'INNER CHILD' exhibition by @TheOmakaseShow on 9/19 at @TheParlourSg in collaboration with @co_museum! Don't miss this chance to step into a realm of wonder. Featuring artist talks, live demos & immersive experiences marking the gallery's Singapore launch!

5/ In terms of holders, we’ve seen a strong representation in terms of ownership coming from the @AzukiZen community, as the azuki pfp pairs up very nicely with #midnightbreeze, almost like a wine and cheeseboard complement 🍷🧀

meet @_Urkann the bad ass mfer that swept the floor 👊

@DeGodsNFT really flying off the shelves Faded them at mint, post-mint and even at 90SOL when I heard about the then upcoming DeadGods feature and $DUST I guess now I’m the dust and the 66.6% gdi

if you're looking for another cozy place to huddle, look no further ser @SeizonNFT #SeizonSZN

I think it's a viable hold especially when it's such a godsent functional competing marketplace to OS, plus 100% of the trading fees goes back to $LOOKS stakers Can't have OS taking the monopoly, same reason why SOL NFT is booming cause there are so many marketplaces

3/ Self identity is huge and looking at PFPs as the primary form of identity, it’s almost a no brainer that PFB (Profile Banner) will be the next avenue for people to express themselves uniquely and also have an additional sense of belonging to a community

anyone else got these skeleton chickens? seems like its a rare kind of a skin. some say you gotta get those meaty chicken for protein, but the less meaty they are, the more creepy they are :3

Boy #699 haven’t shown this one but I really like the soft blue and purple tones here!