💎 @KaitoAI is taking over – #InfoFi effect is undeniable! You might still be looking for an #AltSeason starting in this cycle, but for me, the alt season you’ve been waiting for won’t happen because it is already here, just in another form: #InfoFi! I think the InfoFi meta is the closest type of what an altcoin season will be. Every participant in InfoFi is benefiting significantly from both the user and project sides. – Users earn huge amounts of money from project #airdrops after helping to increase mindshare. – Projects gain viral community engagement in both pre-launch and post-launch phases. @KaitoAI is the first mover and leading the way. If you compare it to old-school crypto marketing, this is a new model – and it's working perfectly well. Let’s look at some real cases 👇 📚 Infinex (@infinex) – Before partnering w @KaitoAI (mid-May): ~10K followers – Now (June 2025): >83K followers – Growth: +1,560% ▪️Captured major CT attention after hitting Kaito Trending and has held top 1 mindshare multiple weeks. ▪️On-chain interest spiked after key reveals on governance, trading flow, and ve-tokenomics. ▪️Campaigns like Yaprun with Kaito actively incentivize user engagement and ecosystem growth. 📚 Magic Newton (@newton_xyz) – Exploded in traction after the Kaito partnership, currently at ~690K followers – Consistently ranked on the Mindshare Board since the Kaito spotlight (late May) – Impressive activation metrics for the “Verified Agent” campaign → Over 1/3 of campaign traffic came directly from Kaito, and that’s not counting referral traction from Kaito Maxis 👀 Additionally, we’re already seeing major players getting in early on this trend, launching social campaigns on Kaito, including: @Polkadot, @arbitrum, @SeiNetwork, @dYdX, @injective, @Mantle_Official, and @virtuals_io. → Can’t deny it: @KaitoAI is the go-to partner right now 🤝 ✨ For users, by sharing valuable insights on X, #Yappers on Kaito will be rewarded based on their scores and ranks on Kaito leaderboards. 👇 – Top Yappers on @infinex will earn a share of 1b µPatrons (~$6M) in rewards across 3 seasons. – @campnetworkxyz rewards 0.25% of $CAMP to top 50 Yappers + $40K/month until TGE – @Lombard_Finance allocates $1M+ in Yapper rewards through Dec 2025 – @OpenledgerHQ will distribute 2M $OPN to top 200 Yappers + $50K USDT/month to top 50 – @miranetwork just announced 0.5% of total supply to Kaito + Mira Yappers over 2 seasons (Trust me, Mira is one of the most underrated AI layers. I’ll break it down soon.) As for me, since I joined Kaito, I have received: 🔹$3K from the $PROMPT – @AIWayfinder airdrop, 🔹$1K from $BOOP – @boopdotfun, 🔹$2.5K from $LOUD – @stayloudio 🔹$1.3K from $HOME – @defiapp 🔹$300+ from $HUMA – @humafinance and some other small amounts from being top monthly yappers 🔹Huge profits from Virgen points to join @virtuals_io Genesis launch. (not mentioning some other deals with @YapdotMarket) But what excites me the most is the opportunity to connect with other CTs and dive deeper into projects together through discussion and shared exploration 🧠 As of 12/06, over 60 projects are running live Kaito campaigns, offering leaderboard-based airdrops and mindshare bounties. And it’s just getting started... Projects like @cookiedotfun, @ethos_network, and @wallchain_xyz are also being built with #InfoFi at their core – and they’re definitely worth keeping an eye on. #InfoFi is the biggest development in this cycle, and if you miss the InfoFi meta, I'm afraid you might miss out on the entire bull season.

Top 1 earned ~$10K from the base:0x5be75e3b0aff5d1a042a5363ae36acb1d6d755ea airdrop on Kaito Studio 🎁 Ppl are saying @KaitoAI 2.0 is here, and many are looking for what's worth farming next? So I went through the active Katalyst campaigns and ranked my current top 4 based on reward potential, competition, and project fundamentals: 1/ @primus_labs - Institutional privacy / ZK infra 2/ @termix_ai - AI Agent Economy 3/ @bagel_win - Consumer prediction markets 4/ @Starknet - Post-quantum security Personally, I think Primus is worth keeping an eye on, especially with Epoch 1 ending today and Epoch 2 kicking off right after. Here's my full breakdown, including estimated rewards for top performers 👇

GM, some updates on @grvt_io 💎 After my post yesterday, ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf briefly pumped to $0.30 before pulling back to around $0.23. The next thing I think is worth watching: the token vesting schedule. Currently, only ~114.31M ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf is circulating out of a total 1B supply, meaning there's still significant unlock pressure ahead. The next major unlock is in 38 days, on Nov 29: → 73.63M ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf (7.36% of total supply), worth ~$17M at current prices. After that, we have roughly another 3 months before the next major unlocks become a concern. @grvt_io now faces a balancing act between scaling their business, proving real market demand, and absorbing the supply pressure from a large portion of tokens still locked. Either way, the next month could be crucial for ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf's price performance. NFA 🤝

How Uniswap v4 Hooks Changed PMF in DeFi 💎 I’ve been around long enough to see most DeFi experiments that needed custom market rules default to building an entire new protocol. Want dynamic fees, compliance, or anti-snipe? Devs usually had to build their own AMM and fight for LP. Product-market fit was expensive and slow. That’s why I'm bullish on @Uniswap v4 Hooks Basically, with hooks v4, builders can now attach their logic to Uniswap v4 and inherit the settlement, routing, and liquidity network underneath. Early data shows the effect: – Uniswap v4 crossed $1B TVL in 177 days (faster than v3) and has done roughly $400B+ in cumulative volume, with 30-day volumes often in the $20–30B range. – LPs have earned more than $260M in cumulative fees. – On RHC alone, v4 generated about $63M in LP fees over one recent 30-day period, with the chain contributing the majority of that activity. – 3/4 of Uniswap v4 volume on RHC now runs through pools that use hooks. A relatively small number of custom hook contracts are capturing the bulk of that flow. You can see the shift in how teams are actually shipping: The clearest signal is that hooks are starting to win volume on the pairs that already matter 1/ StablePair Hook is the cleanest example Stablecoin-to-stablecoin swaps did $43.4B on Uniswap in Q2. The hook launched in early Sep on USDC/USDT and USDC/USDG. Within 4 weeks it did $3.1B in volume, and the USDC/USDT pool quickly ranked among the highest-volume pools on Ethereum. It recalculates the fee on every swap based on distance from the reference rate, so LPs capture value that used to leak to arbitrage. 2/ VolatilePair Hook followed in mid-October on ETH/USDC Volatile pairs had already done more than $500B in volume on Uniswap this year. The hook sets different fees for buying and selling based on recent moves, and adds a temporary surcharge after big moves so LPs keep more of the value they create. 3/ Hooked pools now account for ~20–25% of Uniswap v4 On Ethereum, about 1/4 of pools that received liquidity in a recent 90-day window were created with a hook. More than 90,000 unique hooks have been initialized and linked to at least one live pool. I believe this is the real PMF change. Before, better fee logic on a major pair usually meant building a new venue and hoping flow moved. Now the same improvement can live inside an existing Uniswap pool and compete for volume that’s already there. Hooked!

Yo, my 1st ticker $FABIUS just went live on Pantheon. Already at $200K FDV? 👀 Just checked it out. Basically, @pantheonvaults offers vaults where you can stake creator coins for 6 months. In return, you earn monthly rewards in different tokens, including the creator's own token and tokens funded by projects into the vault. Pretty surprised to see some Base OGs like Jesse and @bigwil already on the list. My buddies @Nick_Researcher and @0x99Gohan are there too. Vaults are now live on Robinhood Chain if anyone wants to check them out 👇

solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp ~2x / month, what you need to know 👇 @Pumpfun just integrated Gacha and the marketplace from @Collector_Crypt, allowing users to open packs and trade tokenized Pokémon cards and other trading cards. A few notable updates: - ~$2M worth of packs opened by around 1,700 users following the integration - Pumpfun accounted for ~20% of Collector Crypt's daily Gacha volume during the initial rollout - Jupiter also integrated Gacha back in July, helping Collector Crypt expand distribution beyond its own platform - Q3 recorded $433.5M in gross pack sales, with gross profit reaching $25.4M (+12% QoQ) - Tokenized card inventory grew to $55.1M by the end of September Zooming out, the Physical TCG / Tokenized Collectibles sector has also been growing rapidly. > Sector-wide net revenue reportedly reached ~$113M in Q3, nearly 3x YoY > Courtyard, Collector Crypt, and Phygitals accounted for nearly 98% of the sector's reported revenue For me, the most interesting part is still distribution. Users can now trade memecoins and open packs backed by physical collectibles on platforms they're already familiar with. Still, business growth doesn't necessarily translate into token value accrual. From what I've seen, even after repricing, solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp buybacks remain relatively small compared to upcoming token unlocks. Btw, can't believe it's already been ~6 months since I first aped into this token at a sub-$20M market cap. Time flies. Still holding. My target is $200M mc. NFA 🤝

1.1M ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf = ~1% of circulating supply burned, and this is only the beginning 👀 @grvt_io just completed their first buyback, using part of the gross profit to purchase 1.1M ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf from the open market and permanently burn them. A few things caught my attention: - tokens were permanently burned rather than held in treasury, where they could potentially re-enter circulation - future buybacks are intended to happen monthly, with the size of each round at the issuer's discretion - every round can be verified onchain through a public dashboard Looking at the bigger picture, I find GRVT is building a stronger connection between its business activity and tokenomics. Here's what's coming on the roadmap through the end of November: → Grvt Earn: Fixed-income strategies targeting yields of up to 11%. → Stable Funding Perps: Zero trading fees, once-daily funding, and a target of 1,000+ markets by year-end. → Yield as Margin: Use yield-earning assets as trading collateral while they continue generating yield. → Grvt 2.0: Bring everything together in a single self-custodial app. If these new products can attract more users, trading volume, and capital, I think GRVT could generate more revenue to support future buybacks. Ofc, buybacks remain discretionary, with no fixed commitment on the size of each round. What I'll be watching isn't just how many tokens get burned, but whether GRVT 2.0 can generate enough real business activity to sustain the program over time. Anw, added ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf back to my watchlist. Still a relatively small market cap with several catalysts ahead 💎

Fintech distribution is becoming the liquidity moat of DeFi 💎 @RobinhoodCrypto Chain reportedly generated 53% of Uniswap’s Sept protocol revenue. In traditional finance, access to customers and their trading activity is a major competitive advantage. I see the same economics developing onchain. The path I’m watching: Broker users → tokenized assets → AMM liquidity → protocol revenue. Robinhood already offers eligible users Stock Token trading through its Wallet, with Uniswap among the execution venues. That gives DeFi access to people who came to trade familiar assets. If those users keep trading, LPs have a reason to supply capital. Deeper liquidity can improve execution and attract more flow. That is how fintech distribution can become a liquidity moat. Within the RH ecosystem, these are the projects I’m watching: → $UNI / @Uniswap: already monetizing activity. Always among the chain’s leading revenue generators. Revenue persists and how much reaches UNI buybacks = bullish catalysts. → @fablesfi: Builds on Uniswap v4 with fees that adapt to stock-market hours and crypto volatility. Better compensation for LP risk could help retain liquidity. Its trading fees currently go to LPs. → @ponsdotfamily and @TradePools: Compete for token-launch activity. $PONS launches into Uniswap v3; Pools launches into v4. This is another source of retail trading, with different demand from tokenized stocks. → @Lighter_xyz and @Morpho: Extend the opportunity into perps and lending. Lighter is integrated into Robinhood Wallet, while Morpho powers Robinhood Earn. Both already have a route to retail users. The 53% figure alone cannot tell me how much came from brokerage users, stock tokens, or speculative launches. But it makes distribution impossible to ignore. I’m looking for apps that turn that access into repeat usage, durable liquidity, and revenue their tokens can actually capture.

Yo, another $50K $PONS airdrop for SurfBoard holders 👀 - $35,000: Snapshot taken on Oct 19, already distributed based on rarity weight - $15,000: Lottery happening today, Oct 20. Each Opened Board counts as one ticket, with 5% of tickets winning And @SurfAIHQ has confirmed this won't be the last holder airdrop. Following the announcement, sealed $SURFBOARD jumped ~24% from 0.074 ETH to 0.092 ETH, now holding around 0.086 ETH (~$200). What's interesting is that rewards are primarily generated from SurfBoard's own trading activity. Trading activity → fees → stock rewards → NFT holder demand → trading activity. A few numbers worth watching since launch: Current equity value: $44K+ Accumulated rewards: $27.6K Est. annual yield: 17.7–195% Personally, I'm still holding and farming one NFT from the initial drop, might ape some more if the price is gud. Already received my $PONS airdrop and now waiting for today's lottery results. Curious to see what other holder airdrops SurfAI has lined up next 🎁

GM! An interesting take on Perp DEXs... but I think the story goes beyond traders generating revenue while token holders capture the value. Over the past 30 days, 38 Perp DEXs generated ~$125M in trading fees, with Hyperliquid alone accounting for ~$84.5M. Yes, traders pay the fees, and part of that revenue flows into token buybacks. But take @HyperliquidX as an example. $HYPE holders aren't just benefiting from buybacks. They're also exposed to the broader ecosystem's growth potential, HIP-3, new markets, and longer-term catalysts. So the real issue is still whether traders are getting enough value for the costs they pay. Points farming raises a similar question. Users pay real costs today for rewards tied to uncertain TGE timing, FDV, and token allocations. That doesn't mean points are inherently bad. They're still an effective way to bootstrap liquidity and volume in the early stages. It's just that incentivized volume ≠ organic demand, and high volume doesn't necessarily mean PMF. I also find @popdex_'s approach with MegaPop pretty interesting, experimenting with recurring rewards rather than relying entirely on future TGE expectations. Though its sustainability and real-world effectiveness still need to be proven. And just realized a few months ago that everyone was talking about the launchpad wars. Now, it's all about the Perp DEX wars, with tokenized onchain assets bringing in a new wave of liquidity.

Papertrade has generated $60M+ in reported revenue since launch 📊 I looked closer because I wanted to understand what traders were actually paying for. The revenue breakdown is insane: → $7.49M trading fees → $1.26M liquidation fees → $49.43M LP surplus Around 85% comes from LP surplus distributed to stakers, I could literally compare its revenue with other exchanges, both CEX and DEX. @papertrade_xyz's own liquidity pool takes the other side of every position. Traders’ net losses increase the pool’s funds, their profits draw funds out. So I shouldn’t count surplus distributed from that pool as revenue. I’d assess that income through counterparty risk, payout capacity and repeat trading demand. Annualizing launch revenue tells me very little about its durability. The incentive design is what makes this interesting. Eligible trading losses mint $PAPER → Staking $PAPER earns a share of future USDC distributions. A participant can therefore accept a trading loss today to acquire future income rights. That means trading PnL alone no longer captures the full position. But acquiring those rights has a real cost. Papertrade applies asymmetric PnL: → Winning trades receive a reduced profit, while losing trades bear the corresponding loss → Equal long and short positions can still lose money after settlement I find this particularly useful because removing directional exposure doesn't remove the cost of farming. Timing also matters. – Earlier participants received more PAPER per dollar of eligible loss. – Later participants face lower issuance efficiency, while additional staking can dilute each token’s share of distributions. Lookonchain tracked one wallet with $1.71M in trading losses and ~$1.07M in staking rewards. It remained about $637K down before assigning any value to its PAPER holdings. I think that is the right accounting discipline: separate recovered USDC from an uncertain token valuation. My broader takeaway concerns trading PMF. I see 2 different reasons someone might use this product: → They want leveraged exposure → They want to acquire a share of future protocol income Those motives can produce similar activity numbers, but very different retention. My hypothesis is that fast execution, high leverage and direct participation in platform income can attract substantial demand together. Papertrade makes that combination worth studying. The evidence I want next is repeat usage as farming becomes less attractive, USDC distributions per staked PAPER, and reliable payouts during periods when traders win. I’m curious whether users will keep paying for the trading experience once the early incentive advantage fades. That directly links to durable PMF and whether it lasts.

I need a Conso Bot badly 🐻 I've missed out on pretty much everything lately, and the only NFT I've managed to get recently was from SurfAI. FYI: @conso_xyz is building a consumer reputation layer. Goal: turning user activity across social platforms, AI tools, and other apps into a portable, user-owned identity and reputation. Built on @SuiNetwork + @WalrusProtocol, and the most interesting part rn is Conso Bots. So what are Conso Bots? 🤔 They're reputation-backed collectibles/mobile nodes for the CONSO Network, with a total supply of 5,555. You can currently qualify through eligibility or earn Bots based on your X impressions. How to participate: - visit conso. xyz/bots - connect your X account + follow Conso - create a post mentioning the project - submit your post link for review - Mobile Nodes claim opens in 3 days, so better lock in ASAP What I find interesting is how CONSO is trying to turn attention + activity into a real reputation layer. Whether it works will depend on actual adoption, but for me, this is definitely one of the interesting consumer plays to watch on Sui 💎

Happy new week! So far, no Black Monday 👀 After a weekend of CT constantly talking about a potential repeat of the 1987 crash, $BTC is still holding the $81–83K range. But I think not crashing >< bullish confirmation. BTC ETFs have now seen 2 consecutive weeks of outflows, while altcoins remain relatively weak and liquidity hasn't really returned. Probably not the time to expect a broad altseason just yet. Instead, I'm looking at where liquidity has a reason to flow back: > $HYPE: Perp DEX, HIP-3, and the growing trend of bringing stocks/commodities onchain > $PENDLE: Yield trading and opportunities as demand for interest rate management grows > $UNI, $CAKE: DeFi revenue, token value accrual, and real trading activity > $NEAR: AI/Intents narrative alongside potential tokenomics changes I'm also keeping an eye on AI agents, prediction markets, and tokenized stocks, narratives that still have their own momentum on CT. My plan: still holding mainly cash, watching relative strength + tokens holding up well when BTC gets volatile, and setting limit orders. If BTC reclaims key resistance levels with stronger volume, I'll start increasing my exposure. The easy money might be gone, but I think the selective opportunities are still there 💎

S&P 500 options are beating BTC and ETH options on a venue built on @HyperliquidX 👀 I expected crypto assets to dominate. Reading Hypercall's numbers made me reconsider where demand for onchain options could come from. According to CoinDesk’s October 14 report: → ~$640M in notional volume since June → Over 80% from S&P 500 options → ~$47M of its ~$49M open interest in S&P 500 → Volume concentrated in next-day expiries What interests me is the demand options add beyond perps. I can express direction through a perp. With options, I can also trade expected volatility, choose a specific expiry, or buy protection with a defined premium. That opens up different strategies with such hedging earnings, positioning around macro announcements, or buying protection against weekend news. The 24/7 hedge market is what makes this setup interesting. Hypercall trades through weekends and settles in USDC. Its market makers hedge using Hyperliquid perps, including when cash equities are closed. Geopolitical news can arrive while both NYSE and CME are shut, and these markets can keep adjusting prices. I found one concrete example in Hypercall’s September research, with a put spread costing roughly $7,100 was associated with $14.8M of market-maker perp hedging over 15 hours. As prices moved and expiry approached, the maker repeatedly adjusted its hedge. One case, but a useful demonstration of how options can generate recurring perp turnover. The progression I’m watching: 24/7 equity perps → Continuous hedging for options makers → More viable options markets → Broader institutional strategies → More demand for perp liquidity A few protocols make this worth following closely: → @SynapseProtocol: the options venue already showing demand for equity and index exposure. → @tradexyz: the builder behind the officially licensed S&P 500 perp on Hyperliquid. → @Markets_xyz by @Kinetiq_xyz: expanding 24/7 perp trading across equities, indices, currencies and commodities. I’m watching whether that broader range of underlying markets supports more options products and strategies. This also adds to my $HYPE thesis. Growing options activity could generate additional Hyperliquid fees through hedge trades. The assistance fund converts its fee income into HYPE, which is then burned. I’m increasingly interested in how much Hyperliquid’s future trading activity could come from managing risk in products built around it.

Happy Saturday! > DIP is for shopping > Capital will still flow into stronger, outperforming coins So I screened the top 100 by MC, and here are my top 6 buys: $HYPE ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn $CAKE $NEAR ethereum:0x808507121b80c02388fad14726482e061b8da827 I’m prioritizing real usage, clearer value accrual, and upcoming catalysts 💎

Tokenized commodities have grown 3.7x to $5.24B since early 2025, yet 92.4% of the market is still dominated by just 2 gold tokens. And I think the real #RWA 2.0 opportunity is still ahead of us. There are basically 2 tokenized commodity markets emerging. One is about owning gold, silver or oil through a token. The other is about lending those commodities, financing inventories and borrowing against them. The first is already worth billions. The second is where I think things get much more interesting. Just checked @RWA_xyz, which shows $5.24B today, up from $1.43B in early 2025. That's meaningful growth, but XAUT and PAXG still account for ~92.4% of distributed tokenized commodity value. Despite all the talk about commodity finance, most of the money is still doing the same thing: holding. Good PMF for tokenized ownership, but not yet proof of a new financial system. And that's where my RWA 2.0 thesis comes in. What PAXGy, thSLVR and WTIC are experimenting with is bringing the financing markets behind physical commodities onchain. > Take @paxoslabs's PAXGy It's gold exposure plus institutional gold lending, with returns accruing in gold terms. It had ~379.6 oz of backing (~$1.58M). Around 20% was held in liquid PAXG, while 80% was deployed into lending, with a displayed 7-day rolling growth rate of 3.79%. That 80% is gold lent to borrowers who need to pay it back. No longer just holding gold, you're taking on credit risk denominated in gold in exchange for potential yield. > @theo_xyz is approaching the same market through silver, where the demand side looks quite different Refiners, mints, jewelers, fabricators… they need physical metal to run their businesses. And borrowing silver and repaying silver can make more sense than borrowing dollars to buy it. Theo's model connects that existing silver leasing market with onchain capital, allowing financing income to flow back to investors. thSLVR represents the silver exposure, while users stake into sthSLVR to participate in leasing income, with a five-day redemption lock. I like that the yield comes from real economic activity rather than token incentives. But it also means taking on real credit and liquidity risk. > @energyrwa's WTIC takes a different route through oil inventory financing WTIC represents an interest in physical WTI crude, but holders don't receive interest or dividends. An oil supplier can sell inventory into a structure, receive cash upfront at a discount, and keep the oil in physical custody as bailee. For example, $100K of commodity value financed for three years at a 5% annual discount gives the supplier $85K upfront, with $15K in financing spread over the term. We're still very early, and the numbers remain small. But if commodity financing really takes off onchain, who actually captures the value? – Issuers collect mint and redemption fees – Custodians get paid to hold the assets – Originators earn the credit spread – DeFi protocols can earn fees on top @aave has already brought tokenized gold into the V4 lending markets, including a PAXG Gold Spoke with a 75% collateral factor and conservative risk parameters. The new phase is already starting. Gold can now sit inside a permissionless lending system, where someone borrows stablecoins against a token representing physical metal. And if commodities take off in DeFi, it's not even insane to imagine Aave, @Morpho, or @pendle_fi could eventually earn more than the tokenization providers themselves one day. But first, I want to see millions, then eventually billions, in verifiable commodity-backed credit. Repeat borrowers, transparent loan books and genuinely competitive financing costs. RWA 2.0 could end up looking very different from what we're imagining today.

Yo, Clipping Campaigns on @RallyOnChain? 👀 I found the concept pretty simple. - projects have long-form content - creators cut the best moments into short clips - clippers get rewarded based on the views they actually drive Instead of paying a fixed list of KOLs upfront and hoping the content performs, distribution can now be opened up to anyone who finds the right moment and format. 1st campaign is running with @GenLayer, using Genesis Episodes 4 and 5 as the source material. > Episode 4 covers why GenLayer spent 2 years on testnets before mainnet, and how the team had to prove each part of the network step by step. > Episode 5 zooms out from a 3-person team to an ecosystem with 1,000+ builders, 20,000 people waiting to get in, and dozens of eco partners. The clipper niche itself also looks pretty interesting. I’ve already seen a few CTs pivot heavily into this kind of content. If you’re a clipper, or just want to experiment with monetizing short-form crypto content, this is probably worth jumping into. app.rally.fun/campaigns/0x4B…

Kevin @lepsoe recently laid out a scenario where ETH could reach $10K within the next 2 years 📈 But after listening to his full conversation with @_TalkingTokens, I think the more interesting part is how he expects Ethereum to attract liquidity back from other L1s and L2s. In reality, Ethereum still has a massive DeFi ecosystem and deep liquidity, but chains like Solana and BNB have used faster execution and better UX to attract users. So what happens if Ethereum can finally close that execution speed gap? That's what Kevin is trying to solve through @ETHGasOfficial. A few numbers from the interview caught my attention: → 30–50ms: The target for a near-realtime execution experience → 15–20x: The potential throughput improvement Kevin discussed → ETHGas operates outside Ethereum's core protocol, meaning it doesn't have to wait for changes to Ethereum's native block time to explore this model Ofc, these are still technical targets and estimates, not performance figures proven at scale. But if it works, I think the biggest impact goes well beyond faster swaps. Liquidity currently fragmented across multiple L1s and L2s could have more reasons to flow back to Ethereum, where applications could benefit from both deep liquidity and a much better execution experience. That said, speed alone doesn't determine where capital flows. Transaction fees, incentives, and cross-ecosystem connectivity still matter a lot. That's why I'm more interested in how much economic activity Ethereum could win back than in predicting how high ETH's price might go.