Former Research Analyst for a VC | Curatooor & Threadooor | Alpha Channel 💎 t.me/shiroalpha | Working w/ @GREEND0TS

Joined May 2021
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$SERV is undervalued. In an Agentic world, more and more businesses will be solo-founded. We're just entering this world. OpenServ is building the infra for solo founders & startups, powered by AI agents. While making AI for large enterprise finally viable in production ↓ 🧵 ---- The drawback to AI is still cost, speed, and accuracy. @openservai solves that. They're among the few teams that keep making progress regardless of market conditions. And their products keep getting better. AI is moving very fast. A couple of years ago AI Agents did not even exist. Now they're already evolving from simple assistants into fully autonomous workers. OpenServ is very well positioned in AI and for this agentic world. With its main innovation, SERV Reasoning (BRAID Framework), OpenServ solves: • hallucinations • bad decisions • high cost Thanks to: • better prompt understanding • higher accuracy • fewer mistakes → A model ~20x & 3x faster cheaper than standard models ---- ✦ But there is a bigger vision behind SERV It's not just a good AI model. It's a full AI Founder Stack. It enables a solo founder, a startup, or even bigger enterprises to: • Build → create AI agents, products, automations • Launch → tokenize and monetize • Run → operate the entire startup with AI employees These AI employees: • execute tasks • coordinate workflows • validate outputs • work 24/7 ✦ This is just the first step to an agentic world, powered by $SERV To build an autonomous startup at scale, agents must: • create other agents • coordinate systems • find opportunities • generate revenue • participate in the economy And OpenServ provides: • agent SDK • skill marketplace • ideaboard (agents solving problems autonomously) • on-chain monetization (x402) ---- I'll keep this one short but I wrote more about @openservai here: 🔗 x.com/CryptoShiro_/status/19… 🔗 x.com/CryptoShiro_/status/20… Learn more with these great articles by @CryptoJonesRC & @iamfakeguru: 🔗 x.com/CryptoJonesRC/status/2… 🔗 x.com/iamfakeguru/status/204… ✦ TL;DR: • Outperforms OpenAI on cost & performance • Government contracts signed: UAE • Enterprise deals in motion • AI Founder Suite: The full infra for an agentic future • SERV Reasoning: Solves AI reliability, cost, accuracy • Proven with benchmarks • AI Launchpad • Startups launched on/with SERV already via the Launchpad • Token tied to platform usage • Buyback & burn mechanism • Strong community • Sub $15M Mcap We’re entering a world where a solo founder AI agents are a full company, and startups become autonomous systems. The limiting factor is no longer manpower, but execution infrastructure. Startups can now compete with large teams like never before, and AI for large enterprise finally becomes viable in production. That's the market $SERV is aiming for. And that's a huge one. I actually wrote this post a couple of days ago but I'm only publishing it today, as I didn't think timing would matter so much in this market. Well, $SERV proved me wrong, it pumped from $8M to $15M in just 2 days. NGL, I thought I had more time to accumulate low. I bought some now and still will wait & see if it retraces for more. If not I'll buy on the way up. But we were indeed at the all-time bottom for $SERV, so there was strength at this level. ---- ✦ $SERV Gang to Follow for Alpha: @open_founder @iamfakeguru @0xSammy @CryptoJonesRC @game_for_one @CryptoHass @_Ruimtepak @Crypt0_Andrew @blocmates @degenApe22 @bobtherebuilt @Karamata2_2 @dontbuytops @0xJeff @jazzplane @resdegen I'm still bulish on $SERV, I'm not paid by $SERV team, and I'm not heavily invested yet as I don't fully trust this market overall. Still getting back in slowly. So don't be all in, stay safe. 🫡 NFA & DYOR 🫡

We put SERV Nano next to GPT-5.4 SERV Nano is: • ~20x cheaper • ~3x faster The numbers do not lie. Make of that what you will.
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Gm, FIFA World Cup starts today! I'll be watching, like billions of people, and I'm hyped! I've already told you that I have some picks in this Narrative. Well, here is one, and with a point system: → The official prediction platform partner of the FIFA World Cup ↓ 🧵 ---------- Ok so it's simple, it's the official FIFA partner, it's a prediction platform, and you can make predictions, open packs, and earn points. We're talking about @Predictstreet, powered by @ADIChain_. ADI Chain was built as an institutional-grade blockchain infrastructure for governments, banks, and enterprises. Their goal is to onboard 1 billion people onchain. To do that, their growth strategy is to integrate with real-world businesses and deliver enterprise-grade solutions across finance, healthcare, digital identity, and more. With PredictStreet and its official partnership with the FIFA World Cup 2026, they're obviously strengthening their position as an institutional-grade blockchain infrastructure, but also as a blockchain that people can use, with real products on it. But enough about ADI, let's focus on PredictStreet! I'll be using PredictStreet for this whole World Cup, and today the first step is to get a Card. PredictStreet Card is your on-chain identity on the platform, it's a dynamic Soulbound Token (SBT) that upgrades as you hit milestones. You'll be able to earn points once you claimed it. ---------- ✦ How do you earn points? • Daily pack openings • Prediction Market activity • Referrals The points are expected to have real value, although the exact form is still unknown. That's why I'm talking about PredictStreet, and that's why I'll be using it. So I've claimed my PredictStreet card to position early, to be able to open packs & climb up the leaderboard. Then we'll see 🫡 I'll be supporting France, and will make all my predictions on PredictStreet Prediction Market. This will probably be the best way to earn points. → Claim your Card here: 🔗 sprint.adipredictstreet.com/… I'm happy that they contacted me to spread the word 🫡 NFA & DYOR, as always!
THE WORLD CUP™ ‘26 SPRINT IS LIVE. Claim your Predictstreet Card to enter now: sprint.adipredictstreet.com Open daily packs, build streaks, & climb the leaderboard to win FIFA World Cup 2026™ tickets. Finals. Semi-finals. And more. Here’s how the Sprint works ↓
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Healthcare can't deploy Claude. Legal can't deploy GPT. Defense can't use Gemini. Their data cannot be seen by a third party. SERV's privacy stack solves this: TEE-backed inference, end-to-end encryption. No provider sees the raw input. Enterprise AI is finally possible.
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Gm, Tough market, but despite the price action, crypto adoption keeps growing in some ways. Crypto Neobanks are one of the strongest adoption trends this year. Crypto-linked accounts surged 56% last year, and ~40% of neobanks are expected to offer crypto by end of 2026. But we don't want neobanks adopting crypto, we want native crypto money apps. Non custodial. Lately I've been keeping an eye on @SolidYield updates. & I think on top of a good product there is a good opportunity ↓ ------ Solid is what we want from a crypto neobank: A non-custodial money app where your balance earns yield by default while you spend with a Visa card. With tons of perks. All in one account. ✦ Solid Perks • Yield: >7% on USDC, ~3% on ETH, up to 20% on FUSE, automated across Morpho, Pendle and others • 3% cashback on every purchase, no activation • Solid Visa card now issued through Rain, available in 30 US states LATAM, Caribbean, Africa, Asia, Oceania, and Middle East. (1.5B people now have access) • Apple Pay, Google Pay, 200M merchants worldwide • Self-custodial, passkey login, no gas fees, free on/off-ramps ------ ✦ Solid by Fuse Solid is the consumer demand engine for the @Fuse_network. Earn → spend → move funds, all activity flowing back into the chain. The Solid FUSE Vault has grown from 15M to over 110M FUSE in deposits. The ecosystem is growing quietly (I know the "quiet growth" is overused, but here it's true). ✦ What's coming • Mobile app: bringing deposits, yield and spending into one experience • EUR & USD personal accounts • Support for stocks, commodities, and index funds later this year • Reward programs ------- So why am I choosing @SolidYield? Tbh I haven't waited Solid to use crypto neobanks, but I'm always keen to try new products, and I'm willing to use the best one for me. But mostly I would say the 3% cashback (which is not guaranteed in other crypto neobanks), the yield on balance (5 to 8% is high), and the reward programs (we're early). Solid seems like a solid new pick. Solid team, solid product, solid cashback, solid yield. The thing is, it's not yet available for me (Europe), but even if I can't have the card yet, I'm already farming points just by depositing stablecoins, while the competition is low. I'm waiting to see the mobile app and new features, but if they ship what they announced, it's a real edge to be farming point so early, as it could become a massive product. • Create your card now (US, LATAM, Caribbean, Africa, Asia, Oceania, & Middle East): 🔗 app.solid.xyz/card?utm_sourc… NFA & DYOR 🫡
The Solid Card is now accepted wherever Visa is accepted. 🌍 Spend at 175M Visa merchants worldwide with Apple Pay, Google Pay, and earn 3% cashback on qualifying purchases. Terms apply. Earn. Spend. Keep your crypto working 👉 app.solid.xyz/card?utm_sourc… 🟢
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Gm, 13,000% on $LAB, 131x. Did you fade? Just kidding, of course you did. I faded too. Sold months ago. So what's this crime pump? How is it almost top 20? I wouldn't touch that tho, it can still go higher for a while but the fall will be brutal. If you want to learn more about why it's a scam: 🔗 x.com/sjdedic/status/2061010… 🔗 x.com/sjdedic/status/2061485… 🔗 x.com/zachxbt/status/2054898… 🔗 x.com/zachxbt/status/2052346…
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Gm, Talked about it yesterday, $LAB is now live! In the meantime I had a closer look at the tokenomics, seems pretty good to me! $LAB is a deflationary token, with 30% of the supply for the community (Airdrop Rewards), and 20% for liquidity. It's now available on Binance Alpha, OKX Boost, Kucoin, Gate, MEXC, Bitget & BingX. And it seems like there is more in store, could be alpha 👀 🔗 x.com/LABtrade_/status/19777… -------- ✦ So why I think this launch could be bullish? Every month, over $1 trillion moves on-chain across Solana, Base, BNB, and Ethereum. But who makes this volume? Traders. And they get nothing in return for it. It's the trading platforms that rake in millions in fees. We trade. The platforms profit. That’s the rigged loop LAB was built to break. @LABtrade_ is a multi-chain trading terminal with institutional-grade speed, unified execution, analytics, AI signals, and perps. It unifies discovery, execution, analytics, and rewards into a single layer that seamlessly integrates with existing tools like Dexscreener, GMGN, and BullX, so traders can keep using what they already know, without switching platforms. Built to finally reward the traders who make markets move. • One interface to trade, analyze, and execute across chains with institutional-grade speed and low fees. • Backed by Lemniscap, Animoca, OKX Ventures, Mirana, KuCoin, Gate, GSR, and Amber • Multi chain, and available as an overlay, an app, on telegram, access it from almost everywhere relevant • $800M Volume & $3.5M Revenue in just over 2 months • 80% of revenue buybacks & rewards • The sale was 3000% Oversubscribed ($15M was deposited for a $1.5M sale) • 6 Months daily vesting for airdrop receivers • Only a small fraction of total supply enters circulation at launch Now $LAB is available, and I'm watching it closely. Seems like liquidity is kinda low onchain but the price is picking up on CEX. Let's see how things go from now. NFA & DYOR 🫡
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Gm, 4x on ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042! 🫡 I told you we are going to $100M. Here are the latest news about ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 ↓ 🧵 ------ 4x from this post, less than 2 months ago, that has been my pinned post the whole time: 🔗 x.com/CryptoShiro_/status/20… We're at a $60M market cap, making a lot of noise, and larger investors are finally starting to bid ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042. Even in an uncertain market, @openservai keeps outperforming. They've been building consistently for months, and now it's time to reap the fruits. This move could very well continue for a while. First, in case you missed my post last week. Reasons why ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 pumped: 🔗 x.com/CryptoShiro_/status/20… ------ ✦ The Latest News & Bull Posts • Latest Accomplishments 🔗 x.com/openservai/status/2057… • New Independent benchmarks of SERV 🔗 x.com/openservai/status/2056… • Akretic feedback on SERV 🔗 x.com/openservai/status/2057… • More teams choosing SERV 🔗 x.com/openservai/status/2058… 🔗 x.com/openservai/status/2057… 🔗 x.com/openservai/status/2056… 🔗 x.com/openservai/status/2056… • Testimonials from SERV Beta 🔗 x.com/iamfakeguru/status/205… • Usage stats are growing very fast 🔗 x.com/openservai/status/2057… 🔗 x.com/leshka_eth/status/2058… • x402 market on ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 also booming with interesting use cases 🔗 x.com/iamfakeguru/status/205… • SERV makes new model stronger 🔗 x.com/openservai/status/2056… 🔗 x.com/openservai/status/2057… • Microsoft just admitted they cant afford AI, OpenServ is fixing that 🔗 x.com/iamfakeguru/status/205… • SERV thesis 🔗 x.com/JukovCrypto/status/205… 🔗 x.com/open_founder/status/20… • SERV Virtuous Cycle 🔗 x.com/openservai/status/2057… • SERV: the best bet on Enterprise AI 🔗 x.com/iamfakeguru/status/205… • Big buys on ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 🔗 x.com/_0xghost_/status/20581… • Staking soon? 🔗 x.com/Crypt0_AI/status/20583… ------ The theses are everywhere, with just one conclusion: we're going higher. I've posted my thesis and the TL;DR on ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 in my two previous posts, check them out. 🫡 ✦ Follow the ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 gang: @open_founder @iamfakeguru @0xSammy @Ruimtepak_ @texasxbt @Crypt0_Andrew @degenApe22 @Karamata2_2 @resdegen @ElonTrades @_0xghost_ @JukovCrypto @Crypt0_AI @Overdose_AI @greenytrades @dontbuytops NFA & DYOR 🫡

Whole ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 ecosystem is thriving right now. Remember - By holding 50k SERV, Not only do you get early access to projects on the launchpad (ability to buy 15 minutes before public launch) but @openservai holders will also get 5% of every project within the ecosystem once staking is available, coming VERY soon.
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Gm, We're up 160% on $SERV. The market is finally waking up to @openservai's potential. Here is what triggered this repricing, And why it will go to 100M MCap ↓ 🧵 ------ The $SERV team has been relentlessly building for months, throughout this whole bear market, so it was bound to pump. But it needed some triggers: ✦ First Independent Benchmark of SERV Reasoning OpenServ's SERV Reasoning just received a strong independent benchmark. SERV-nano solo vs the Gemini→Sonnet cascade: • 100x cheaper than production default • 107× better performance-per-dollar • ZERO failed calls on 120 cases. • Higher accuracy at lower cost (83.3% vs 77.5%) 🔗 x.com/openservai/status/2054… 🔗 x.com/0xSammy/status/2054822… ------ ✦ Greg Ivanov hire Greg Ivanov joined SERV as a key advisor. And he has quite the track record: • Ex-Head of Partnerships at Google • GP at @227_fund (early backers of Pendle, Bittensor, RNDR) • Grew Google Play into one of the largest developer ecosystems on the planet • Scaled Google Lens & Spatial Computing • Now working to scale SERV Reasoning across large enterprises • Probably has the connections to land those enterprises Seeing such a big fish working with a ~$20M MCap project (back then) obviously made a lot of people realize that $SERV had serious potential. 🔗 x.com/openservai/status/2054… 🔗 x.com/Flowslikeosmo/status/2… ------ ✦ Focus on Privacy Privacy has been a strong narrative this whole year, and Privacy AI even more so. Right now there's zero privacy in AI: all information is handed over to OpenAI, Anthropic, Google, etc. Privacy is the gating constraint that keeps enterprise AI from scaling, and OpenServ is going after that gate. It's a trillion-dollar unlock because the buyers who can't currently send their data to public LLM APIs (banks, hospitals, governments, regulated workflows) represent most of the actual enterprise AI budget. They need privacy. They need OpenServ. Currently live is the full agent-inference auditability, already running in production with the UAE government deployment. What's coming is the end-to-end encryption on top of that. Find the full Roadmap: 🔗 x.com/openservai/status/2055… (Speaking of Privacy, have a look at @SolRouterAI, powered by @openservai. Lowcap with potential 👀) ------ ✦ Narrative AI and AI agents are exploding. Hundreds of crypto projects are building under those narratives, but most are far from serious competition, especially compared to the web2 world. @openservai is the only project owning the full agent lifecycle (Build, Launch, Run) inside one stack: dev framework with visual workflow builder and multi-agent orchestration, a launchpad on Base and Solana giving agents capital plus on-chain identity from day one, and a runtime where AI staff (CMO, ops, autopilot) keep operating the business after launch. The moat underneath is SERV Reasoning: A proprietary structured-graph architecture that an independent ThoughtProof benchmark clocked at 107× perf-per-dollar with 0 false ALLOWs and 0 API failures. The next phase adds TEE E2EE full inference auditability (already in production with the UAE government), basically Privacy, which is what unlocks the trillion-dollar enterprise tier. Shipped as both a two-line SERV API for trad-AI and an on-chain agent platform on Base / Solana, with a roadmap to SERV-native models and a sovereign L3 with ERC-8004 identity plus x402 payments Basically, OpenServ closes the four gaps that block real agent deployment (reliability, cost, privacy, on-chain settlement) at the same time. ------ ✦ TL;DR • OpenServ is building the full operating system for AI agents on top of a reasoning engine that's already cheaper, more reliable and more private than anything else on the market • Which puts a sub-$50M token in the same category as trad-AI infra companies valued in the tens of billions • Full stack: build agents, launch them with funding, and let them run a business on their own, all in one platform • Agents ship with capital access and on-chain identity from day one • Reasoning moat: 107× cheaper than big models, way fewer hallucinations, faster execution • Enterprise-ready: private TEE-backed inference, full audit trails, already live in production with the UAE government • Asymmetric setup: sub-$50M token vs trad-AI infra comps in the tens of billions, with 25% of platform revenue flowing back to $SERV buyback and burn ------ If you want to go further, don't miss this article: 🔗 x.com/iamfakeguru/status/204… ✦ People you should follow for $SERV Alpha: @open_founder @iamfakeguru @0xSammy @_Ruimtepak @texasxbt @Crypt0_Andrew @degenApe22 @Karamata2_2 @resdegen @ElonTrades @_0xghost_ NFA & DYOR 🫡
$SERV is undervalued. In an Agentic world, more and more businesses will be solo-founded. We're just entering this world. OpenServ is building the infra for solo founders & startups, powered by AI agents. While making AI for large enterprise finally viable in production ↓ 🧵 ---- The drawback to AI is still cost, speed, and accuracy. @openservai solves that. They're among the few teams that keep making progress regardless of market conditions. And their products keep getting better. AI is moving very fast. A couple of years ago AI Agents did not even exist. Now they're already evolving from simple assistants into fully autonomous workers. OpenServ is very well positioned in AI and for this agentic world. With its main innovation, SERV Reasoning (BRAID Framework), OpenServ solves: • hallucinations • bad decisions • high cost Thanks to: • better prompt understanding • higher accuracy • fewer mistakes → A model ~20x & 3x faster cheaper than standard models ---- ✦ But there is a bigger vision behind SERV It's not just a good AI model. It's a full AI Founder Stack. It enables a solo founder, a startup, or even bigger enterprises to: • Build → create AI agents, products, automations • Launch → tokenize and monetize • Run → operate the entire startup with AI employees These AI employees: • execute tasks • coordinate workflows • validate outputs • work 24/7 ✦ This is just the first step to an agentic world, powered by $SERV To build an autonomous startup at scale, agents must: • create other agents • coordinate systems • find opportunities • generate revenue • participate in the economy And OpenServ provides: • agent SDK • skill marketplace • ideaboard (agents solving problems autonomously) • on-chain monetization (x402) ---- I'll keep this one short but I wrote more about @openservai here: 🔗 x.com/CryptoShiro_/status/19… 🔗 x.com/CryptoShiro_/status/20… Learn more with these great articles by @CryptoJonesRC & @iamfakeguru: 🔗 x.com/CryptoJonesRC/status/2… 🔗 x.com/iamfakeguru/status/204… ✦ TL;DR: • Outperforms OpenAI on cost & performance • Government contracts signed: UAE • Enterprise deals in motion • AI Founder Suite: The full infra for an agentic future • SERV Reasoning: Solves AI reliability, cost, accuracy • Proven with benchmarks • AI Launchpad • Startups launched on/with SERV already via the Launchpad • Token tied to platform usage • Buyback & burn mechanism • Strong community • Sub $15M Mcap We’re entering a world where a solo founder AI agents are a full company, and startups become autonomous systems. The limiting factor is no longer manpower, but execution infrastructure. Startups can now compete with large teams like never before, and AI for large enterprise finally becomes viable in production. That's the market $SERV is aiming for. And that's a huge one. I actually wrote this post a couple of days ago but I'm only publishing it today, as I didn't think timing would matter so much in this market. Well, $SERV proved me wrong, it pumped from $8M to $15M in just 2 days. NGL, I thought I had more time to accumulate low. I bought some now and still will wait & see if it retraces for more. If not I'll buy on the way up. But we were indeed at the all-time bottom for $SERV, so there was strength at this level. ---- ✦ $SERV Gang to Follow for Alpha: @open_founder @iamfakeguru @0xSammy @CryptoJonesRC @game_for_one @CryptoHass @_Ruimtepak @Crypt0_Andrew @blocmates @degenApe22 @bobtherebuilt @Karamata2_2 @dontbuytops @0xJeff @jazzplane @resdegen I'm still bulish on $SERV, I'm not paid by $SERV team, and I'm not heavily invested yet as I don't fully trust this market overall. Still getting back in slowly. So don't be all in, stay safe. 🫡 NFA & DYOR 🫡
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think this is a good trade at $1m mc the whole private AI inference narrative has been happening on Base, but this is the first project in Solana using legit private inference tech — e2ee using arcium mpc nosana tee's serv reasoning framework onchain attestation on sol i think marketing is overstated with "trustless" and comparisons against bigger players, but Claude confirms tech is solid and production-ready with two products: privacy sdk mpc server. if Umbra did $30m mc I think this should pull some number as sol traders want to participate on private AI inference too
May 14
tldr - serv / router serv is trying to make autonomous agents reliable enough for real production environments the UAE / banking / settlement angle matters because agents are already starting to handle real economic activity once that happens private execution layers like router become core non optional infrastructure to serv and others
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Kinda funny how things work. Works at Google for 7 years. Grew Google's payment ecosystem (particularly Google Play) Scaled Google Lens & Spatial Computing. Now a key advisor to $SERV, at $23M. Been watching from the sidelines for some time now, and it feels like the right time to enter is here. $SERV 117% over the past two weeks. The bigger question is what happens if the market is entirely underestimating the size of the opportunity. I think history repeats itself.
Greg Ivanov is joining SERV advisory. As ex-Head of Partnerships at Google, he has world-class experience in scaling developer ecosystems such as Google Play. Next Wed at 5 PM UTC, Greg is joining us on Spaces to talk about where SERV is heading and why now is the moment👇.
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Decentralized open source models are getting very interesting Openserv “SERV reasoning” just received a strong independent benchmark Headline findings (SERV-nano solo vs prior Gemini/Sonnet): - 100x cheaper per call ($0.0006 vs $0.06) - 107x performance per dollar - Higher accuracy at lower cost (83.3% vs 77.5%) Keep an eye on the smaller teams shipping tangible products We’ve already seen VVV go on a solid run with arguably more upside, dolphin filling in for a beta position on the privacy AI narrative I’ll link a list of protocols to look into below, so bookmark this:
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$TON has been pumping (almost 2x) & Its ecosystem too over the past couple of days. Why? Basically, Pavel Durov, Telegram founder, is taking over TON, and shilling it. In case you missed it, Quick Recap 🧵↓ ------- ✦ TON News Pavel announced that the fees have dropped 6x, meaning that now the fees are nearly zero: 🔗 x.com/durov/status/205131538… And he also announced that Telegram is becoming TON’s largest validator: 🔗 x.com/durov/status/205169039… He teased more bullish news coming. (in 2-3 weeks) Since $TON has always remained a strong asset (top 30), it just needed this push from @durov to get back into the spotlight. Telegram used to run @ton_blockchain back in 2020, but the SEC forced them to give up ownership, and the community had to fork TON to keep it alive. But now it seems like Pavel & Telegram took back control. Which means regulators might also push again, and force Pavel to decentralize TON for real this time. Nevertheless, Telegram taking over is huge since it has over 1B users (500M DAU), and is the 4th most popular messaging app. Telegram Mini-Apps x TON Chain could lead to huge adoption. And near-zero fees make Telegram mini-app micropayments finally viable. ------- The Narrative is still the same as before, but better: • Mini-apps: Apps integrated into Telegram • Many app possibilities like perps, prediction markets, gameFi. Directly into Telegram, easily accessible on phones • Easy transfers & banking too • Easy to use for retail • Mass adoption incoming All that could pump Telegram and $TON revenue. ✦ Learn more: 🔗 x.com/DefiIgnas/status/20516… 🔗 x.com/Tanaka_L2/status/20515… 🔗 x.com/Tanaka_L2/status/20518… On top of that you also have some good yield available: → Supplying $TON on @evaaprotocol pays ~56% APR → Staking via @tonkeeper pays ~23% APY with over $1B already locked → Validators on TON are currently earning 20% APR (per @durov) No other L1 is paying validators at this rate right now. Via: 🔗 x.com/Kaffchad/status/205157… ------- ✦ Conclusion One of the best mass-adoption setups is on the table right now. Telegram is the only consumer surface in crypto with 1B users and they're now operating the chain directly. I'm personally watching $TON itself, and I'm not chasing the ecosystem alts right now. But there are many memecoins running, so do your research! 🫡 If you need a short guide to start trading on TON: 🔗 x.com/WawKasem/status/205181… NFA & DYOR 🫡
Fees in TON just dropped 6x. Telegram is about to replace the TON Foundation and become its largest validator. This is the moment to snipe/buy tokens before everyone realizes what's happening. Here's the complete flow to join TON ecosystem. 👇
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Flywheel on! 10% of every single conquest goes straight into the LAND/ETH pool. More conquests → deeper liquidity Deeper liquidity → stronger market Stronger market → more landowners A self-sustaining economy powered by expansion. This is the infrastructure for digital landowners. $LAND
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Hey @john_tv_locke You might want to check out @landbidbase It's literally saving the @base trenches right now.
Feels like we need a good DeFi ponzi on @base Something that is probably sustainable but relies on momentum in the beginning. Huge benefits to being early, and long-term opportunity even if you're not. Any exciting launches doing this I should look at?
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I’m back with good news guys Megaeth is printing 43k$ daily in revenue, 23M$ annually, half of Base and more than 99% of L1s and L2s Jeeters are out now let’s megapump solana:megaA5QDK1qLXtjpvg9oCFMvxT9d5BCMrVTBddnM5kV Dashboard link in comments
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So @SkyEcosystem cut token buybacks from 75% to 7.5% ‣ No regulator forced this ‣ No exploit triggered it The protocol looked at $407M in annualized fees and decided to build a balance sheet instead of distributing it and that's the first DeFi protocol publicly choosing to be a bank instead of a token project. Token holder net income collapsed from $20.60M to $1.16M in one quarter. The income statement tells the story clearly: ➥ Q1 2026 buybacks: $20.60M ➥ Q2 2026 so far: $1.16M So where's the money going? A $150M solvency reserve. Currently at $50.9M. At $5.7B in TVL that's roughly 0.9% coverage. Banks hold 4.5-7% minimum. Sky isn't close to bank-grade yet but it's the first DeFi protocol to acknowledge that zero reserves isn't decentralization. It's a liability dressed up as capital efficiency. If you hold $SKY and this frustrates you, I get it. You bought a governance token expecting buybacks to support the price. Instead the protocol is saving the money you thought was yours. But the protocols that blew up in 2022 (Terra, Celsius, FTX) all had one thing in common: they paid out everything during the good quarters and had nothing left when the bad ones arrived. Different products, same pattern i.e zero cushion underneath. Revenue in ⭢ distributions out Sky is making the decision that would've saved every one of them. It just doesn't feel good while it's happening. The question isn't whether you like this quarter's allocation. It's whether you'd rather own a token with a weaker chart today or a protocol that's still standing after the next stress test. The next 2-3 years are going to be real stress test for the protocols. Here's what to ask about every DeFi protocol you're in right now👇 1. What happens to your deposits when an exploit creates hundreds of millions in bad debt and the protocol has nothing saved? 2. Whether the buybacks you're receiving are coming from revenue the protocol should be keeping as a buffer? 3. Whether a protocol generating hundreds of millions in annual fees and choosing to distribute all of it is being generous or reckless? Sky just set a standard every other protocol will eventually have to meet. IMO the ones that do it voluntarily will earn institutional capital. h/t to @DefiLlama for the data
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Shiro retweeted
I'm still wondering how come $KERNEL only dumped a mere 15% from this whole KelpDAO story. In comparison, $DRIFT dumped 50% after their hack. Even $AAVE, which wasn’t responsible for the KelpDAO hack, dumped 25% (which also makes sense since THEY took the bad debt). So am I stupid, or this hack should have led to a much bigger dip for $KERNEL? It's basically their main product being hacked, eroding trust in Kelp, rsETH, restaked tokens, and even DeFi as a whole. That's a terrible look for KelpDAO, and all their other products (Gain, Kernel, Kred). Even if it wasn't directly their fault. (Looking at you LayerZero) But why didn’t the market react more strongly for $KERNEL? I have no interest in $KERNEL dumping, so I'm not complaining, just wondering if I'm missing something.
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