$qtc got a cmc page and native swaps on instaswap in 19h. the cmc page still thinks it trades $0 a day
> tl;dr quantus made it official oct 26, the data isnt wired yet. once it is, qtc climbs ~7,200 spots without a single new buyer
the math, check it yourself (pic 1):
- cmc sel050 qtc
- x $74.87 = $23.06m mc
- #634 rn is $zbt at $23.07m, #635 is $nym at $22.97m
- so qtc slots in at ~#635, above $RHEA, the dex it trades on
why #7,875: cmc shows mc as "--" until supply is verified, and volume as $0. rhea's usdc pool alone did $426.8k in 24h, intents swaps arent counted at all
19h after the cmc post, news #2: native qtc went live on @InstaSwap_io. btc, eth, sol or stables straight into qtc, 67 chains, no cex, routed through @near_intents
same day @virtuals_io's android beta said its butler buys quantus the same way
on oct 6 qtc had one front door, near.com. now 3, plus a cmc page with 1,165 watchlists. any app on the near intents 1click api is one more door
props to @QuantusNetwork for shipping distribution before a cex, not after
what to watch:
- cmc flipping supply from self-reported to verified. thats the re-rank
- the next wallet adding qtc via 1click
the honest part: until cmc fixes it the page is wrong both ways, $0 volume and a wnear pool it counts as $79.2m that holds $43k. and all 3 doors run on the same near intents rails
your bet: verified supply on cmc this week or next month?
dyor
> tl;dr quantus made it official oct 26, the data isnt wired yet. once it is, qtc climbs ~7,200 spots without a single new buyer
the math, check it yourself (pic 1):
- cmc sel050 qtc
- x $74.87 = $23.06m mc
- #634 rn is $zbt at $23.07m, #635 is $nym at $22.97m
- so qtc slots in at ~#635, above $RHEA, the dex it trades on
why #7,875: cmc shows mc as "--" until supply is verified, and volume as $0. rhea's usdc pool alone did $426.8k in 24h, intents swaps arent counted at all
19h after the cmc post, news #2: native qtc went live on @InstaSwap_io. btc, eth, sol or stables straight into qtc, 67 chains, no cex, routed through @near_intents
same day @virtuals_io's android beta said its butler buys quantus the same way
on oct 6 qtc had one front door, near.com. now 3, plus a cmc page with 1,165 watchlists. any app on the near intents 1click api is one more door
props to @QuantusNetwork for shipping distribution before a cex, not after
what to watch:
- cmc flipping supply from self-reported to verified. thats the re-rank
- the next wallet adding qtc via 1click
the honest part: until cmc fixes it the page is wrong both ways, $0 volume and a wnear pool it counts as $79.2m that holds $43k. and all 3 doors run on the same near intents rails
your bet: verified supply on cmc this week or next month?
dyor
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5 days ago i said watch the $qtc gap. if it outgrows mining, holders are going private, not just miners
it did
since oct 21, same line under the qtcscan table:
- gap: 92,739 → 103,523 (+10,784)
- total supply: 5,750,914 → 5,759,897 (+8,983)
private exits ran ~20% ahead of ra ~1.8k cant be new block rewards, thats existing coins going through the wormhole
catch: coins can exit twice, so its volume, not unique holders
kryptex "bag" is 42.9k now, still nonce 0
dyor
it did
since oct 21, same line under the qtcscan table:
- gap: 92,739 → 103,523 (+10,784)
- total supply: 5,750,914 → 5,759,897 (+8,983)
private exits ran ~20% ahead of ra ~1.8k cant be new block rewards, thats existing coins going through the wormhole
catch: coins can exit twice, so its volume, not unique holders
kryptex "bag" is 42.9k now, still nonce 0
dyor
the #3 "whale" on $qtc's rich list is kryptex: 37.6k qtc ($3.4m), zero outbound transfers ever. its not a bag. its a receipt
tl;dr every mined qtc lands in an address nobody can sign from. 92.7k already left privately, more than was ever mined
math + how to check it below
how ds mint into a wormhole address, no key exists for it
- miners exit with a zk proof to a fresh address
- the new address gets credited, the old balance never drops
so the rich list counts those coins twice. qtcscan measures the gap:
5,843,653 qtc in all balances - 5,750,914 issued = 92,739 exited privately
top 100 miner addresses: 82.3k qtc, 0 of 100 ever sent a normal tx. 81.2k mined since sep 9
what it changes:
- kryptex, quanpool, luckypool = 74.8k qtc ($6.8m) of overhang that isnt there
- the gap = 31% of the 296k circulating float
- 100% of mined supply is born private
check: qtcscan.com/accounts, line under the table. "pool" + "no outbound" = skip it
watch the gap. if it outgrows mining, holders are going private, not just miners
props to @quantusnetwork for private issuance by default, not an opt-in nobody uses
the catch:
- coins can exit more than once, so 92.7k is volume, not unique coins
- privacy cuts both ways. nobody can prove who holds qtc, insiders included. every whale-wallet take is unverifiable, bull or bear
which number would you track to spot holders going private?
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if youre launching an ai or web3 product, this is the shortcut
@CELE8EX lets you book creators at their listed price. no dms, no agents, no guessing
> 324 accounts across ai, crypto and tech
> views pulled straight from the api, the median post, not the best day
> money sits in escrow, tly after the post is live
> not posted on the date = 100% back
one round they ran in july did 48.3m views across 19 accounts
creators: 10k+ followers, listing is free and you set your own price
kol marketing finally has a price tag you can see
@CELE8EX lets you book creators at their listed price. no dms, no agents, no guessing
> 324 accounts across ai, crypto and tech
> views pulled straight from the api, the median post, not the best day
> money sits in escrow, tly after the post is live
> not posted on the date = 100% back
one round they ran in july did 48.3m views across 19 accounts
creators: 10k+ followers, listing is free and you set your own price
kol marketing finally has a price tag you can see
How much does a Celebex creator make in a month?
We ran the math on 5 creators from our catalogue.
One ad a day. 30 days. Their lowest listed price.
@0xCodez: $21,000
@Argona0x: $9,000
@0x_fokki: $4,800
@hanakoxbt: $4,500
@LunarResearcher: $4,500
$43,800 a month across five e cheapest service on their menu, not the full one.
Now flip it.
@Argona0x averages 32k views per post. Ads start at $300.
Under $10 per 1,000 views.
>> Launching an AI or Web3 product? We pick the creators, prep the content and report on every post.
DMs are open.
Creators: if your numbers look like this, the catalogue is open too.
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the electrum hack needed zero quantum computers and zero cracked keys. electrum users lost $btc this week to an address that only matched the last 4 characters.
> tl;dr that "security" was 11.3m guesses. 2 cpu cores, plain python, no gpu
math, the 62 sigs nobody checked, and thebelow
how it worked, per electrum's advisory:
- malicious server swallows your tx, shows a zero fee fake
- the fake pays an address grinded to end in the same 4 chars
- you bump the fee, your wallet signs it, thief gets paid
the math:
4 base58 chars = 58^4 = 11,316,496 combos
my run: 38.6s (lucky, avg ~5 min)
genesis 1A1z...DivfNa vs mine 1CAu...GFvfNa, pic 1
the part nobody posted: user1's fake tx reused all 62 signatures from the real one. zero valid for it. electrum didnt check mempool sigs before 4.8.3
ct spends weeks on whether quantum forges $btc sigs by 2030. this guy didnt need to forge anything
$qtc built the fix for exactly this, a 5 word checkphrase per address:
- 2^55 = 36 quadrillion combos vs 11.3m
- 40k pbkdf2 rounds per guess, ~7ms for you, ~8m cpu years to grind one
- genesis reads ahead-aware-sea-blockbuster-hedgehog, my lookalike reads levity-great-sentence-soup-ship
props @QuantusNetwork for putting it in the send screen and cold wallet app, not just the docs. mit licensed, any chain
honest minus: the quantus app still reads history from its own indexer. pq sigs dont fix "trust the server", checkphrases fix the address part
how many chars do you actually check before you sign?
dyor
> tl;dr that "security" was 11.3m guesses. 2 cpu cores, plain python, no gpu
math, the 62 sigs nobody checked, and thebelow
how it worked, per electrum's advisory:
- malicious server swallows your tx, shows a zero fee fake
- the fake pays an address grinded to end in the same 4 chars
- you bump the fee, your wallet signs it, thief gets paid
the math:
4 base58 chars = 58^4 = 11,316,496 combos
my run: 38.6s (lucky, avg ~5 min)
genesis 1A1z...DivfNa vs mine 1CAu...GFvfNa, pic 1
the part nobody posted: user1's fake tx reused all 62 signatures from the real one. zero valid for it. electrum didnt check mempool sigs before 4.8.3
ct spends weeks on whether quantum forges $btc sigs by 2030. this guy didnt need to forge anything
$qtc built the fix for exactly this, a 5 word checkphrase per address:
- 2^55 = 36 quadrillion combos vs 11.3m
- 40k pbkdf2 rounds per guess, ~7ms for you, ~8m cpu years to grind one
- genesis reads ahead-aware-sea-blockbuster-hedgehog, my lookalike reads levity-great-sentence-soup-ship
props @QuantusNetwork for putting it in the send screen and cold wallet app, not just the docs. mit licensed, any chain
honest minus: the quantus app still reads history from its own indexer. pq sigs dont fix "trust the server", checkphrases fix the address part
how many chars do you actually check before you sign?
dyor
ELECTRUM BITCOIN WALLET CONFIRMS CRITICAL SECURITY VULNERABILITY EXPLOITED IN THE WILD
Electrum has disclosed a high-severity vulnerability allowing malicious servers to trick users into sending Bitcoin to an attacker when increasing a transaction fee.
The attack works by intercepting a broadcast transaction and replacing it in the wallet’s history with a fake transaction redirecting funds to an attacker-controlled address.
If the user attempts to increase the fee using Replace-by-Fee (RBF), Electrum can sign the malicious transaction, sending the Bitcoin to the attacker.
Electrum confirmed two reported incidents, including one user who lost funds. Attackers even generated addresses matching the last four characters of the intended recipient’s address.
The vulnerability affects versions before 4.8.3 and has been patched in the latest release.
Users are urged to update immediately and verify all destination addresses and amounts before signing transactions.
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someone paid $39k for the $qtc ticker on hyperliquid. coingecko calls it a listing. quantus hasnt said a word
> tl;dr a 2 day old wallet bought it at the 500 hype floor. zero supply, no pair, no bridge named
500 hype in, 0 qtc minted. receipts + diy check below
the wallet, 0x420 11:02 utc: first $10 from 0x6b9e…0a24, a router that paid 906 addresses in 3.5h that morning
- 12:16 utc: $40,000 usdc lands
- buys 501 hype at ~$78.17
- oct 22 06:28 utc: 500 hype spent on the ticker. name "QTC", full name "Quantus"
- today: $945 left, 19 txs total, nothing since
whats set up: max supply null, genesis 0, no spot pair, no evm contract
why it matters
quantus runs no smart contracts. the only qtc living off its own chain is qtc.omft.near behind near intents
a hl token gets its whole supply at genesis, from whoever deployed it. until a bridge is wired in, this wallet decides how many "QTC" exist on hl and who holds them
real bridged coins on hl say who backs them. UZEC comes from unit's deployer, same one as UBTC and UETH. ZEC1 is named "ZEC - Wagyu.xyz"
this one is just "Quantus", from neither
what to watch is the genesis call
supply to a bridge + a confirm from @QuantusNetwork = a new door for qtc
supply to a wallet = dont touch it
honest minus: it can still be legit. bridges reserve tickers before they announce, and 500 hype is pocket change for a funded team. one tweet settles it
would you buy QTC on hl before anyone says who holds the mint?
> tl;dr a 2 day old wallet bought it at the 500 hype floor. zero supply, no pair, no bridge named
500 hype in, 0 qtc minted. receipts + diy check below
the wallet, 0x420 11:02 utc: first $10 from 0x6b9e…0a24, a router that paid 906 addresses in 3.5h that morning
- 12:16 utc: $40,000 usdc lands
- buys 501 hype at ~$78.17
- oct 22 06:28 utc: 500 hype spent on the ticker. name "QTC", full name "Quantus"
- today: $945 left, 19 txs total, nothing since
whats set up: max supply null, genesis 0, no spot pair, no evm contract
why it matters
quantus runs no smart contracts. the only qtc living off its own chain is qtc.omft.near behind near intents
a hl token gets its whole supply at genesis, from whoever deployed it. until a bridge is wired in, this wallet decides how many "QTC" exist on hl and who holds them
real bridged coins on hl say who backs them. UZEC comes from unit's deployer, same one as UBTC and UETH. ZEC1 is named "ZEC - Wagyu.xyz"
this one is just "Quantus", from neither
what to watch is the genesis call
supply to a bridge + a confirm from @QuantusNetwork = a new door for qtc
supply to a wallet = dont touch it
honest minus: it can still be legit. bridges reserve tickers before they announce, and 500 hype is pocket change for a funded team. one tweet settles it
would you buy QTC on hl before anyone says who holds the mint?
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the $noid dev funds parked 1m noid on oct 16. 4 minutes apart, exactly 500k each. find a big redflags🚩
tl;dr oct 16 both dev funds moved exactly 500,000 noid to fresh addresses, 4 min apart. 1m noid, ~9% of supply
the setup, from parano1d's own economics page:
- 10% of every (O(1) Network Fund + Parano1d Lab)
- thats 2,304 noid each per day, paid every 2,880 blocks
- disclosed, nothing hidden there
what the explorer shows:
- oct 16 13:59 utc: fund A sends 500,000 to o1rv9y…
- oct 16 14:03 utc: fund B sends 500,000 to o1m0p7…
- both still sit there, zero outbound
- oct 20: each fund sends exactly 25,000 through one fresh hop into safetrade's hot wallet. 50k noid
and the big miner:
o189…sv6p59 still won 1,611 of the last 2,901 blocks (55.5%), down from 62% on oct 20. it sweeps to safetrade too
x.com/Checker1crypto…
Conclusion:
🚩As soon as I brought up the topic that no one talks about, the developer immediately blocked me, which speaks volumes. 1m Noida's strange transfers account for 9% of the total supply.
🚩One address mines 55-60% of the entire mining pool; the person in my comments received nothing at all: x.com/Solid_Primal/s…
🚩And mining itself, according to whattomine, is unprofitable:
x.com/Checker1crypto…
Now when you hear "noid new btc" think twice before buying and reread my posts. nfa.dyor.
addresses and blocks in the reply. check it before you trust it
That's all for me.
tl;dr oct 16 both dev funds moved exactly 500,000 noid to fresh addresses, 4 min apart. 1m noid, ~9% of supply
the setup, from parano1d's own economics page:
- 10% of every (O(1) Network Fund + Parano1d Lab)
- thats 2,304 noid each per day, paid every 2,880 blocks
- disclosed, nothing hidden there
what the explorer shows:
- oct 16 13:59 utc: fund A sends 500,000 to o1rv9y…
- oct 16 14:03 utc: fund B sends 500,000 to o1m0p7…
- both still sit there, zero outbound
- oct 20: each fund sends exactly 25,000 through one fresh hop into safetrade's hot wallet. 50k noid
and the big miner:
o189…sv6p59 still won 1,611 of the last 2,901 blocks (55.5%), down from 62% on oct 20. it sweeps to safetrade too
x.com/Checker1crypto…
Conclusion:
🚩As soon as I brought up the topic that no one talks about, the developer immediately blocked me, which speaks volumes. 1m Noida's strange transfers account for 9% of the total supply.
🚩One address mines 55-60% of the entire mining pool; the person in my comments received nothing at all: x.com/Solid_Primal/s…
🚩And mining itself, according to whattomine, is unprofitable:
x.com/Checker1crypto…
Now when you hear "noid new btc" think twice before buying and reread my posts. nfa.dyor.
addresses and blocks in the reply. check it before you trust it
That's all for me.
the $noid dev blocked me
tl;dr every number i posted on parano1d came from his own docs and his own explorer. they all stay up, and you can check each one without him
for context, the last week here:
- v2.1 launchpad vs 46k new noid a day (his economics page)
- empty block ne in 17.6s (his performance page)
- asked for signed wallet hashes so fake wallets are a 10 second check
no leaks, no fud, no price calls. just his tables read out loud
and to be fair to him: devs block for all kinds of reasons, and parano1d's docs are some of the most detailed in this whole niche. thats exactly why i could write those posts
so nothing changes here. if you want to check $noid yourself, 3 pages, no dev needed:
- performance: prove and verify times per block type
- explorer stats: live hashrate, supply, block time
- parameters: 30s blocks, small vs large limits
links in the reply. dont trust me, dont trust him, read the tables
which number do you want me to pull next?
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the $noid dev blocked me
tl;dr every number i posted on parano1d came from his own docs and his own explorer. they all stay up, and you can check each one without him
for context, the last week here:
- v2.1 launchpad vs 46k new noid a day (his economics page)
- empty block ne in 17.6s (his performance page)
- asked for signed wallet hashes so fake wallets are a 10 second check
no leaks, no fud, no price calls. just his tables read out loud
and to be fair to him: devs block for all kinds of reasons, and parano1d's docs are some of the most detailed in this whole niche. thats exactly why i could write those posts
so nothing changes here. if you want to check $noid yourself, 3 pages, no dev needed:
- performance: prove and verify times per block type
- explorer stats: live hashrate, supply, block time
- parameters: 30s blocks, small vs large limits
links in the reply. dont trust me, dont trust him, read the tables
which number do you want me to pull next?
tl;dr every number i posted on parano1d came from his own docs and his own explorer. they all stay up, and you can check each one without him
for context, the last week here:
- v2.1 launchpad vs 46k new noid a day (his economics page)
- empty block ne in 17.6s (his performance page)
- asked for signed wallet hashes so fake wallets are a 10 second check
no leaks, no fud, no price calls. just his tables read out loud
and to be fair to him: devs block for all kinds of reasons, and parano1d's docs are some of the most detailed in this whole niche. thats exactly why i could write those posts
so nothing changes here. if you want to check $noid yourself, 3 pages, no dev needed:
- performance: prove and verify times per block type
- explorer stats: live hashrate, supply, block time
- parameters: 30s blocks, small vs large limits
links in the reply. dont trust me, dont trust him, read the tables
which number do you want me to pull next?
whattomine's own calc says mining $noid loses money. so whos running the other 88% of the hash
tl;dr the public pool is 372 miners and 11.8% of the net. at $0.10/kwh the default rig is underwater, so the hash that stays runs on power retail cant get
the numbers off the listing:
at 360w: 1.829 noid a day
- $0.77 in, $0.86 of power out, -$0.10/day
- breakeven ~$0.47 per noid. price is $0.42
now scale it. explorer puts the net at ~906 gh/s
thats ~22.6k of those rigs, ~8.2 mw
at $0.10/kwh: ~$19.6k a day in power
miners get 14.4 noid a block, ~41.7k a day = ~$17.5k
so at retail rates the network costs more to run than it pays. it only works because most of it doesnt pay retail
and only 11.8% sits where you can see it: suprnova, 372 miners, ~127 gh/s. the rest is solo or private stratums
why it matters rn:
the cut is by block height now, not usage. 16 noid a block until 1,261,737, ~oct 11 2027
so miner payout in noid doesnt drop for ~352 days. price is the only lever
~$17.5k a day of mined noid vs ~$143k safetrade volume = ~12% of the tape
credit to @ignotus_nemo for getting a brand new algo onto whattomine, real distribution for gpu miners
the minus: whattomine still tags it "testing", my mw math assumes every rig is the default one, and its one exchange
so when you see "listed on whattomine", now you know it brings retail hash, and at these prices retail hash mines at a loss
whats your power cost, would you point a rig at it?
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whattomine's own calc says mining $noid loses money. so whos running the other 88% of the hash
tl;dr the public pool is 372 miners and 11.8% of the net. at $0.10/kwh the default rig is underwater, so the hash that stays runs on power retail cant get
the numbers off the listing:
at 360w: 1.829 noid a day
- $0.77 in, $0.86 of power out, -$0.10/day
- breakeven ~$0.47 per noid. price is $0.42
now scale it. explorer puts the net at ~906 gh/s
thats ~22.6k of those rigs, ~8.2 mw
at $0.10/kwh: ~$19.6k a day in power
miners get 14.4 noid a block, ~41.7k a day = ~$17.5k
so at retail rates the network costs more to run than it pays. it only works because most of it doesnt pay retail
and only 11.8% sits where you can see it: suprnova, 372 miners, ~127 gh/s. the rest is solo or private stratums
why it matters rn:
the cut is by block height now, not usage. 16 noid a block until 1,261,737, ~oct 11 2027
so miner payout in noid doesnt drop for ~352 days. price is the only lever
~$17.5k a day of mined noid vs ~$143k safetrade volume = ~12% of the tape
credit to @ignotus_nemo for getting a brand new algo onto whattomine, real distribution for gpu miners
the minus: whattomine still tags it "testing", my mw math assumes every rig is the default one, and its one exchange
so when you see "listed on whattomine", now you know it brings retail hash, and at these prices retail hash mines at a loss
whats your power cost, would you point a rig at it?
tl;dr the public pool is 372 miners and 11.8% of the net. at $0.10/kwh the default rig is underwater, so the hash that stays runs on power retail cant get
the numbers off the listing:
at 360w: 1.829 noid a day
- $0.77 in, $0.86 of power out, -$0.10/day
- breakeven ~$0.47 per noid. price is $0.42
now scale it. explorer puts the net at ~906 gh/s
thats ~22.6k of those rigs, ~8.2 mw
at $0.10/kwh: ~$19.6k a day in power
miners get 14.4 noid a block, ~41.7k a day = ~$17.5k
so at retail rates the network costs more to run than it pays. it only works because most of it doesnt pay retail
and only 11.8% sits where you can see it: suprnova, 372 miners, ~127 gh/s. the rest is solo or private stratums
why it matters rn:
the cut is by block height now, not usage. 16 noid a block until 1,261,737, ~oct 11 2027
so miner payout in noid doesnt drop for ~352 days. price is the only lever
~$17.5k a day of mined noid vs ~$143k safetrade volume = ~12% of the tape
credit to @ignotus_nemo for getting a brand new algo onto whattomine, real distribution for gpu miners
the minus: whattomine still tags it "testing", my mw math assumes every rig is the default one, and its one exchange
so when you see "listed on whattomine", now you know it brings retail hash, and at these prices retail hash mines at a loss
whats your power cost, would you point a rig at it?
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$noid v2.1 makes checking a block up to a third cheaper. making one barely moved, and traffic was never the cost
tl;dr an empty block takes 16.6s to prove on a laptop, a full one 17.6s. ~94% of the proof is paid before a single tx lands
the math, from parano1d's own v2 65U laptop, 12 threads):
- small, 63 payments: 17.565s to prove, 0.830s to verify
- small, empty: 16.584s to prove (median of 3)
- 16.584 / 17.565 = 94.4%
apply todays v2.1 deltas (proving -1.4 to -4.9%, verify -23 to -34%):
- small proving: ~16.7-17.3s, inside the 30s block
- small verify: 0.83s > ~0.55-0.64s
- large, 206 payments: 42.6s > ~40.5-42s, still over 30s on that laptop
why this matters for v2.1:
launchpad buys, bonding curves and dex swaps land in blocks the chain proves anyway. on small blocks the extra activity costs whoever mines almost nothing
so when you see "v2.1 will clog the chain", the docs say the opposite for small blocks. the wall is large blocks, and those stay opt-in (--v2-large-blocks) for real hardware
credit to @ignotus_nemo for shipping per-workload timings instead of a tps number
the minus: the v2.1 bench is payments + contract calls only, no dex or bonding curve workload yet. and each docs row is one run on one laptop
what does a block full of bonding curve buys prove in? thats the number i want next
tl;dr an empty block takes 16.6s to prove on a laptop, a full one 17.6s. ~94% of the proof is paid before a single tx lands
the math, from parano1d's own v2 65U laptop, 12 threads):
- small, 63 payments: 17.565s to prove, 0.830s to verify
- small, empty: 16.584s to prove (median of 3)
- 16.584 / 17.565 = 94.4%
apply todays v2.1 deltas (proving -1.4 to -4.9%, verify -23 to -34%):
- small proving: ~16.7-17.3s, inside the 30s block
- small verify: 0.83s > ~0.55-0.64s
- large, 206 payments: 42.6s > ~40.5-42s, still over 30s on that laptop
why this matters for v2.1:
launchpad buys, bonding curves and dex swaps land in blocks the chain proves anyway. on small blocks the extra activity costs whoever mines almost nothing
so when you see "v2.1 will clog the chain", the docs say the opposite for small blocks. the wall is large blocks, and those stay opt-in (--v2-large-blocks) for real hardware
credit to @ignotus_nemo for shipping per-workload timings instead of a tps number
the minus: the v2.1 bench is payments + contract calls only, no dex or bonding curve workload yet. and each docs row is one run on one laptop
what does a block full of bonding curve buys prove in? thats the number i want next
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$noid v2.1 ships a launchpad, a dex and a festival token in november. the real test is whether it can eat 46k new noid a day
tl;dr its the first thing on parano1d that can lock noid instead of selling it, and the bar is set by issuance
the math, from the docs:
2,880 blocks a noid/day
~$19.7k a day at $0.4276
1,017,804 blocks left in this tier = ~16.3m more noid. circulating today is 11.04m
so the chain prints ~1.5x its current supply before the first cut. thats the headwind every holder sits in rn
what v2.1 changes (per @ignotus_nemo's article):
- every launchpad token holds an isolated noid reserve, burn the token to redeem your share
- graduated tokens move to permanent dex liquidity
- the noone token launches on that launchpad during onefest
if those reserves and pools are noid-denominated, each launch pulls noid off safetrade and parks it onchain. 46k a day locked = issuance neutral
why now: v2.1 source lands this week, the activation height comes with it. thats the date to watch, not the festival
credit where due, ignotus put testnet wallet screenshots in the post, not mockups. rare for a roadmap
the minus: none of this is live yet, the token/dex code isnt public, and burn-to-redeem means locked noid can walk back out any day
so when you see "native defi" on $noid, the number that matters is noid locked per day vs 46,080
what launches first after noone, a meme or a real app?
tl;dr its the first thing on parano1d that can lock noid instead of selling it, and the bar is set by issuance
the math, from the docs:
2,880 blocks a noid/day
~$19.7k a day at $0.4276
1,017,804 blocks left in this tier = ~16.3m more noid. circulating today is 11.04m
so the chain prints ~1.5x its current supply before the first cut. thats the headwind every holder sits in rn
what v2.1 changes (per @ignotus_nemo's article):
- every launchpad token holds an isolated noid reserve, burn the token to redeem your share
- graduated tokens move to permanent dex liquidity
- the noone token launches on that launchpad during onefest
if those reserves and pools are noid-denominated, each launch pulls noid off safetrade and parks it onchain. 46k a day locked = issuance neutral
why now: v2.1 source lands this week, the activation height comes with it. thats the date to watch, not the festival
credit where due, ignotus put testnet wallet screenshots in the post, not mockups. rare for a roadmap
the minus: none of this is live yet, the token/dex code isnt public, and burn-to-redeem means locked noid can walk back out any day
so when you see "native defi" on $noid, the number that matters is noid locked per day vs 46,080
what launches first after noone, a meme or a real app?
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one address has won ~every $CSD block since july. last 24h: 720 out of 720
tl;dr the gpu coin that 5090 profit tables rank 2nd behind $prl went from 65 block winners in may to one
thats ~36k csd/day (~$3.5k at $0.097) passing through one wallet before it reaches a single miner
d the coinbase of 300 blocks per date from the public node api (pic 1)
- apr to jun: top address 21-30%, up to 65 different winners
- jul 2: 300/300 to 0x6fd602af...b290866a
- mid jul it switched to 0x40379fb1...62b7bd
- since then 90-100% every sample, last 720 blocks: 720/720
its a pool, not one rig. every ~2h it pays ~3.5k csd out to 24 addresses, the biggest takes about a third
"fair launch, no premine" checks out. no dev allocation in the code, params.rs is 88 lines
but fair launch isnt decentralized. whoever runs that stratum picks every tx and can reorg the chain at will
mc is ~$610k on one exchange and mining calcs are the main shill rn
credit to @Cairn_substrate tho, wallet, rpc and an onchain swap shipped on top while the core repo went quiet (6 commits in oct)
before you point a gpu at $prl, $qtc, $noid or $CSD, run the same check: coinbase of the last 500 blocks
one address at 90%+ means one operator holds the chain
honest minus: i cant prove who runs the pool yet. 24 payout addresses means the hash is spread, its the operator thats single
who runs 0x40379fb1? drop it below
tl;dr the gpu coin that 5090 profit tables rank 2nd behind $prl went from 65 block winners in may to one
thats ~36k csd/day (~$3.5k at $0.097) passing through one wallet before it reaches a single miner
d the coinbase of 300 blocks per date from the public node api (pic 1)
- apr to jun: top address 21-30%, up to 65 different winners
- jul 2: 300/300 to 0x6fd602af...b290866a
- mid jul it switched to 0x40379fb1...62b7bd
- since then 90-100% every sample, last 720 blocks: 720/720
its a pool, not one rig. every ~2h it pays ~3.5k csd out to 24 addresses, the biggest takes about a third
"fair launch, no premine" checks out. no dev allocation in the code, params.rs is 88 lines
but fair launch isnt decentralized. whoever runs that stratum picks every tx and can reorg the chain at will
mc is ~$610k on one exchange and mining calcs are the main shill rn
credit to @Cairn_substrate tho, wallet, rpc and an onchain swap shipped on top while the core repo went quiet (6 commits in oct)
before you point a gpu at $prl, $qtc, $noid or $CSD, run the same check: coinbase of the last 500 blocks
one address at 90%+ means one operator holds the chain
honest minus: i cant prove who runs the pool yet. 24 payout addresses means the hash is spread, its the operator thats single
who runs 0x40379fb1? drop it below
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3
qlyphs' new wallet has a solana bridge sitting inside it. 257 test txs already went through it on devnet
> tl;dr the code signs "redeem wQTC" on solana and releases QTC to your quantus address. it shipped switched off, but its in your browser rn
i opened keys.qlyphs.com/ui.js (v0dropped oct 20) and read past the libraries
whats in there:
- a module called solana-vault, pointed at solana devnet
- two review screens: "quantum vault payment" and "redeem wQTC"
- redeem = burn wQTC once on solana, the same amount of QTC gets released on quantus
- each signature works once, for one recipient, inside a window of solana slots. the site submits it, your wallet sends nothing
- a build flag, QLYPHS_SOLANA_VAULT, keeps it off for now
then the txs. the program from the code was deployed oct 17 08:50 utc, 257 txs by 17:12
most calls cost ~9k compute units. then one costs ~637k, 70x more, ~45% of a solana tx budget (pic 1)
that heavy tx is only 278 bytes. a pq signature is kilobytes, so it goes into a buffer first, then gets checked in one shot
my read: the dev is verifying post-quantum signatures inside a solana program
second find, mint sessions:
the wallet can run a mint for you. up to 25 lots, 10 retries, 30-300 sec, max 0.44 qtc fee per lot
the end states include "race-lost" and "sold-out"
a buy button has no "race-lost". this is a bot that races for lots, built into your wallet. for now dev network only
why now: yesterday i showed quantus' own near bridge is still "in development". qlyphs is building a second door
honest minus: devnet only, the flag is off, and the wallet says no security audit. dont move size through any of it yet
receipts in the reply, check it yourself
what the f*ck are you planning @iamyacine
x.com/qlyphsxyz/stat…
> tl;dr the code signs "redeem wQTC" on solana and releases QTC to your quantus address. it shipped switched off, but its in your browser rn
i opened keys.qlyphs.com/ui.js (v0dropped oct 20) and read past the libraries
whats in there:
- a module called solana-vault, pointed at solana devnet
- two review screens: "quantum vault payment" and "redeem wQTC"
- redeem = burn wQTC once on solana, the same amount of QTC gets released on quantus
- each signature works once, for one recipient, inside a window of solana slots. the site submits it, your wallet sends nothing
- a build flag, QLYPHS_SOLANA_VAULT, keeps it off for now
then the txs. the program from the code was deployed oct 17 08:50 utc, 257 txs by 17:12
most calls cost ~9k compute units. then one costs ~637k, 70x more, ~45% of a solana tx budget (pic 1)
that heavy tx is only 278 bytes. a pq signature is kilobytes, so it goes into a buffer first, then gets checked in one shot
my read: the dev is verifying post-quantum signatures inside a solana program
second find, mint sessions:
the wallet can run a mint for you. up to 25 lots, 10 retries, 30-300 sec, max 0.44 qtc fee per lot
the end states include "race-lost" and "sold-out"
a buy button has no "race-lost". this is a bot that races for lots, built into your wallet. for now dev network only
why now: yesterday i showed quantus' own near bridge is still "in development". qlyphs is building a second door
honest minus: devnet only, the flag is off, and the wallet says no security audit. dont move size through any of it yet
receipts in the reply, check it yourself
what the f*ck are you planning @iamyacine
x.com/qlyphsxyz/stat…
The new Qlyphs Wallet is out.
Your wallet now lives in your browser. No website needed.
Using the web wallet? Import your recovery phrase and move in. Same address, same QTC.
Trade $YUVI, $QUANTUMCAT, $QITCOIN, $QPEPE and more, right from Explore.
Collections are coming.
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2 days later o189 is down to 55.9% of $noid blocks. not because it slowed down
> tl;dr the net went 399 to 921 gh/s in a week and a second wallet started sweeping
- o124ken: 12.9% of blocks, 2,810 of its 2,892 came this week, ~1.4k left of ~41.6k mined
- the two together move ~28, ~12% of all volume
- pay per gh/s halved: $47.9 to $23.7 a day, price only +14%
minus: o124ken could be a pool paying out, i see coins leave, not where they land
solo farm or a pool?
> tl;dr the net went 399 to 921 gh/s in a week and a second wallet started sweeping
- o124ken: 12.9% of blocks, 2,810 of its 2,892 came this week, ~1.4k left of ~41.6k mined
- the two together move ~28, ~12% of all volume
- pay per gh/s halved: $47.9 to $23.7 a day, price only +14%
minus: o124ken could be a pool paying out, i see coins leave, not where they land
solo farm or a pool?
one address mined 62% of $noid blocks in the last 24h. it found its first block on oct 16
tl;dr 1,793 of 2,880 blocks, ~26k noid a day, all of it shipped to safetrade every ~3h
the book only just got deep enough to take it.
math below:
now i think $noid the safest trade i are growing, you can size
so i checked both sides
the miner (o189lhaa…sv6p59):
- pic 1: 16 of the last 25 blocks on the explorer, same address
- share of blocks per 24h: 5.8% → 51.6% → 62.3%
- every ~3h it sends 98.4% to one deposit address, 1.6% to another. both sweep into safetrade's hot wallet within ~90 min
- ~26k noid in 24h = ~$14k a day at $0.54
the book (safetrade api, 3 snapshots this morning):
- bids within 10% of mid: ~$1k on oct 17, ~$47k now
- asks within 10%: ~$4.6k then, ~$32k now
- $47k of bids = ~3 days of that flow. oct 17's book couldnt take 2 hours of it
so books: right. size: half right
a $10k market buy fills ~3.5% over mid, a $25k exit ~7% under. the spread alone is 4.5 to 5.6%
on oct 17 i pushed back on "one pool makes 85% of blocks", the top miner had 30%. today the top 3 have 85.0%
props to @ignotus_nemo for capping reorgs at 17 blocks (~9 min). limits what a majority miner can rewrite, doesnt remove it
risk: 62% of hash in one wallet, 42% of supply on one cex. thats not "safest". its sizeable on the way in
if the 3h sweeps stop hitting safetrade, the biggest seller changed its mind
anyone know whose rig o189 is?
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the #3 "whale" on $qtc's rich list is kryptex: 37.6k qtc ($3.4m), zero outbound transfers ever. its not a bag. its a receipt
tl;dr every mined qtc lands in an address nobody can sign from. 92.7k already left privately, more than was ever mined
math + how to check it below
how ds mint into a wormhole address, no key exists for it
- miners exit with a zk proof to a fresh address
- the new address gets credited, the old balance never drops
so the rich list counts those coins twice. qtcscan measures the gap:
5,843,653 qtc in all balances - 5,750,914 issued = 92,739 exited privately
top 100 miner addresses: 82.3k qtc, 0 of 100 ever sent a normal tx. 81.2k mined since sep 9
what it changes:
- kryptex, quanpool, luckypool = 74.8k qtc ($6.8m) of overhang that isnt there
- the gap = 31% of the 296k circulating float
- 100% of mined supply is born private
check: qtcscan.com/accounts, line under the table. "pool" + "no outbound" = skip it
watch the gap. if it outgrows mining, holders are going private, not just miners
props to @quantusnetwork for private issuance by default, not an opt-in nobody uses
the catch:
- coins can exit more than once, so 92.7k is volume, not unique coins
- privacy cuts both ways. nobody can prove who holds qtc, insiders included. every whale-wallet take is unverifiable, bull or bear
which number would you track to spot holders going private?
tl;dr every mined qtc lands in an address nobody can sign from. 92.7k already left privately, more than was ever mined
math + how to check it below
how ds mint into a wormhole address, no key exists for it
- miners exit with a zk proof to a fresh address
- the new address gets credited, the old balance never drops
so the rich list counts those coins twice. qtcscan measures the gap:
5,843,653 qtc in all balances - 5,750,914 issued = 92,739 exited privately
top 100 miner addresses: 82.3k qtc, 0 of 100 ever sent a normal tx. 81.2k mined since sep 9
what it changes:
- kryptex, quanpool, luckypool = 74.8k qtc ($6.8m) of overhang that isnt there
- the gap = 31% of the 296k circulating float
- 100% of mined supply is born private
check: qtcscan.com/accounts, line under the table. "pool" + "no outbound" = skip it
watch the gap. if it outgrows mining, holders are going private, not just miners
props to @quantusnetwork for private issuance by default, not an opt-in nobody uses
the catch:
- coins can exit more than once, so 92.7k is volume, not unique coins
- privacy cuts both ways. nobody can prove who holds qtc, insiders included. every whale-wallet take is unverifiable, bull or bear
which number would you track to spot holders going private?
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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ct shared the $noid paper all day. nobody quoted table 2: a big block takes 21s to prove on a 24-thread pc, 35s on a laptop. blocks come every 30s
> tl;dr small blocks are easy, big blocks are 10x the room and need real hardware. v2.1 decides which ones the chain runs on
the numt.co/ygU58Y4HqG):
- small block: 25 app positions, 6.9s to prove on the pc, 10.7s on the laptop
- big block: 255 positions, 21.1s and 34.9s
- 10x the room for 3x the time. per position the big block is ~3.3x cheaper
- but a laptop needs 116% of the block time for one big block
proof size is the other wall:
- big block proof: 1,081,108 bytes
- docs cap a block terminal at 1,100,000. 98.3% full
right now its ~2 tx a block (6,044 in 24h), so small blocks are plenty. native tokens, a launchpad and a dex are the stuff that fills them
props to @ignotus_nemo for printing the slow numbers next to the fast ones, plus reproduce commands and his own open problems list
the minus is in that list:
- 127 bits classical is proven
- the quantum bound clears nist category 1 by ~3.4 bits (2^173.4 vs 2^170), and the compiler assumptions under it are still listed as "further work"
- one author, preprint, no outside review yet. reference profile isnt the live one (23/24 dims live, 22/24 measured)
so when you see "post-quantum, mathematically proven", now you know: proven classically, conditional on quantum, and the author says so himself
which prover do you think the 62% miner runs?
> tl;dr small blocks are easy, big blocks are 10x the room and need real hardware. v2.1 decides which ones the chain runs on
the numt.co/ygU58Y4HqG):
- small block: 25 app positions, 6.9s to prove on the pc, 10.7s on the laptop
- big block: 255 positions, 21.1s and 34.9s
- 10x the room for 3x the time. per position the big block is ~3.3x cheaper
- but a laptop needs 116% of the block time for one big block
proof size is the other wall:
- big block proof: 1,081,108 bytes
- docs cap a block terminal at 1,100,000. 98.3% full
right now its ~2 tx a block (6,044 in 24h), so small blocks are plenty. native tokens, a launchpad and a dex are the stuff that fills them
props to @ignotus_nemo for printing the slow numbers next to the fast ones, plus reproduce commands and his own open problems list
the minus is in that list:
- 127 bits classical is proven
- the quantum bound clears nist category 1 by ~3.4 bits (2^173.4 vs 2^170), and the compiler assumptions under it are still listed as "further work"
- one author, preprint, no outside review yet. reference profile isnt the live one (23/24 dims live, 22/24 measured)
so when you see "post-quantum, mathematically proven", now you know: proven classically, conditional on quantum, and the author says so himself
which prover do you think the 62% miner runs?
4
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17
one address mined 62% of $noid blocks in the last 24h. it found its first block on oct 16
tl;dr 1,793 of 2,880 blocks, ~26k noid a day, all of it shipped to safetrade every ~3h
the book only just got deep enough to take it.
math below:
now i think $noid the safest trade i are growing, you can size
so i checked both sides
the miner (o189lhaa…sv6p59):
- pic 1: 16 of the last 25 blocks on the explorer, same address
- share of blocks per 24h: 5.8% → 51.6% → 62.3%
- every ~3h it sends 98.4% to one deposit address, 1.6% to another. both sweep into safetrade's hot wallet within ~90 min
- ~26k noid in 24h = ~$14k a day at $0.54
the book (safetrade api, 3 snapshots this morning):
- bids within 10% of mid: ~$1k on oct 17, ~$47k now
- asks within 10%: ~$4.6k then, ~$32k now
- $47k of bids = ~3 days of that flow. oct 17's book couldnt take 2 hours of it
so books: right. size: half right
a $10k market buy fills ~3.5% over mid, a $25k exit ~7% under. the spread alone is 4.5 to 5.6%
on oct 17 i pushed back on "one pool makes 85% of blocks", the top miner had 30%. today the top 3 have 85.0%
props to @ignotus_nemo for capping reorgs at 17 blocks (~9 min). limits what a majority miner can rewrite, doesnt remove it
risk: 62% of hash in one wallet, 42% of supply on one cex. thats not "safest". its sizeable on the way in
if the 3h sweeps stop hitting safetrade, the biggest seller changed its mind
anyone know whose rig o189 is?
tl;dr 1,793 of 2,880 blocks, ~26k noid a day, all of it shipped to safetrade every ~3h
the book only just got deep enough to take it.
math below:
now i think $noid the safest trade i are growing, you can size
so i checked both sides
the miner (o189lhaa…sv6p59):
- pic 1: 16 of the last 25 blocks on the explorer, same address
- share of blocks per 24h: 5.8% → 51.6% → 62.3%
- every ~3h it sends 98.4% to one deposit address, 1.6% to another. both sweep into safetrade's hot wallet within ~90 min
- ~26k noid in 24h = ~$14k a day at $0.54
the book (safetrade api, 3 snapshots this morning):
- bids within 10% of mid: ~$1k on oct 17, ~$47k now
- asks within 10%: ~$4.6k then, ~$32k now
- $47k of bids = ~3 days of that flow. oct 17's book couldnt take 2 hours of it
so books: right. size: half right
a $10k market buy fills ~3.5% over mid, a $25k exit ~7% under. the spread alone is 4.5 to 5.6%
on oct 17 i pushed back on "one pool makes 85% of blocks", the top miner had 30%. today the top 3 have 85.0%
props to @ignotus_nemo for capping reorgs at 17 blocks (~9 min). limits what a majority miner can rewrite, doesnt remove it
risk: 62% of hash in one wallet, 42% of supply on one cex. thats not "safest". its sizeable on the way in
if the 3h sweeps stop hitting safetrade, the biggest seller changed its mind
anyone know whose rig o189 is?
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the $noid dev just showed a launchpad where the creator cant pull the reserve. launches graduate at 20,000 noid raised
2.3 launches a day would need as much noid as the chain mints. and "backed" is a ~4% floor, not a peg
20,000 x $0.415 = ~$8.3k a launch vs 46,080 new noid a is the v2.1 preview he posted today:
- each token locks min 0.001 noid of backing, apart from the curve and pool
- holders burn to redeem their share. creator cant withdraw it, no minting after launch
- a 1m supply token = 1,000 noid (~$415) locked from day one
- every pair on screen is token/noid
he floated the reserve idea oct 18. 26h later he showed it running in a preview wallet
what "backed by $noid" means in numbers: orb's preview price is 0.0248 noid, its floor 0.001. thats 4%
it stops a creator draining the reserve. it doesnt stop the chart
why noid holders care: to buy any launch you need noid first. the only usd door is still safetrade, holding 4.42m noid = 40.6% of supply
credit to @ignotus_nemo for batch settlement on the dex: your limit stays binding, so nobody fills you worse than it
the risk:
- it runs on a preview chain at height 18,420. mainnet is past 234k, no date yet
- no v2.1 commits in the public repo, latest is oct 16
- launchpad media is reviewed and hosted by parano1d. a team gate on a no-trust chain
receipts in the reply
would you ape a launch with a 4% floor the creator cant touch?
2.3 launches a day would need as much noid as the chain mints. and "backed" is a ~4% floor, not a peg
20,000 x $0.415 = ~$8.3k a launch vs 46,080 new noid a is the v2.1 preview he posted today:
- each token locks min 0.001 noid of backing, apart from the curve and pool
- holders burn to redeem their share. creator cant withdraw it, no minting after launch
- a 1m supply token = 1,000 noid (~$415) locked from day one
- every pair on screen is token/noid
he floated the reserve idea oct 18. 26h later he showed it running in a preview wallet
what "backed by $noid" means in numbers: orb's preview price is 0.0248 noid, its floor 0.001. thats 4%
it stops a creator draining the reserve. it doesnt stop the chart
why noid holders care: to buy any launch you need noid first. the only usd door is still safetrade, holding 4.42m noid = 40.6% of supply
credit to @ignotus_nemo for batch settlement on the dex: your limit stays binding, so nobody fills you worse than it
the risk:
- it runs on a preview chain at height 18,420. mainnet is past 234k, no date yet
- no v2.1 commits in the public repo, latest is oct 16
- launchpad media is reviewed and hosted by parano1d. a team gate on a no-trust chain
receipts in the reply
would you ape a launch with a 4% floor the creator cant touch?
4
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51
78% of $qtc sells on rhea in 24h came from 2 near accounts. one quantus wallet feeds both
tl;dr: not a whale. miner payouts, cut into tiny market sells every 58 seconds
963 qtc sold in 24h vs 1,833 minted per day. 53% of emission
full chain from kryptex payout to usdt below
seller" for the whole pool. thats intents.near, every swap routes through it. the real signers:
c50eaa…a860: 1,250 sells, 703 qtc, $76.1k
7f4aac…b75a: 237 sells, 260 qtc, $27.7k
where the qtc comes from (pic 1):
- kryptex pays a miner 0.10 qtc, 13 min later that address is swept into qzomrwj…m8rF
- that wallet holds 22k qtc (~$2.3m), 124k txs
- 1,604 addresses swept into it in 24h, 881 of them paid by kryptex
- it sent 704 qtc straight to account 1 via the near bridge, 295 to account 2 through a relay
where the usdc goes:
account 1: 18 swaps of ~$4k, all to one arbitrum address
account 2: $37k to one eth address since oct 14
kryptex pool is over half the network (19.8 of 35.3 th/s). their payouts are the supply
credit to @quantusnetwork, the explorer indexes every sweep so all of this is checkable
why now: rhea is rolling out $qtc as lending collateral. this pool prices it
honest minus: i cant prove who owns qzomrwj. sweeps plus one-off withdrawals look like an exchange or auto-convert desk, not kryptex's pool wallet
so when you see 1 seller on a near pool, its the router, not a whale
who runs qzomrwj? if it goes quiet, rhea sell count drops ~78%
tl;dr: not a whale. miner payouts, cut into tiny market sells every 58 seconds
963 qtc sold in 24h vs 1,833 minted per day. 53% of emission
full chain from kryptex payout to usdt below
seller" for the whole pool. thats intents.near, every swap routes through it. the real signers:
c50eaa…a860: 1,250 sells, 703 qtc, $76.1k
7f4aac…b75a: 237 sells, 260 qtc, $27.7k
where the qtc comes from (pic 1):
- kryptex pays a miner 0.10 qtc, 13 min later that address is swept into qzomrwj…m8rF
- that wallet holds 22k qtc (~$2.3m), 124k txs
- 1,604 addresses swept into it in 24h, 881 of them paid by kryptex
- it sent 704 qtc straight to account 1 via the near bridge, 295 to account 2 through a relay
where the usdc goes:
account 1: 18 swaps of ~$4k, all to one arbitrum address
account 2: $37k to one eth address since oct 14
kryptex pool is over half the network (19.8 of 35.3 th/s). their payouts are the supply
credit to @quantusnetwork, the explorer indexes every sweep so all of this is checkable
why now: rhea is rolling out $qtc as lending collateral. this pool prices it
honest minus: i cant prove who owns qzomrwj. sweeps plus one-off withdrawals look like an exchange or auto-convert desk, not kryptex's pool wallet
so when you see 1 seller on a near pool, its the router, not a whale
who runs qzomrwj? if it goes quiet, rhea sell count drops ~78%
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$noid is up 63x from its first week on safetrade, $mds 19x, $qtc 5.7x. two other post-quantum pow l1s listed there on the same pitch are down 85-93%
tl;dr: safetrade is where pq pow lists first. it doesnt filter for you
scorecard + what to check on the next one:
pic 1 is the 1 median close → now:
- $noid $0.0067 → $0.4225
- $mds $0.17 → $3.31 per gmds
- $qtc $18.9 → $107.4
- $kv5 $0.0197 → $0.0029
- $soq $0.0016 on day one → $0.0001, 4 days in
every listing date and daily candle sits in safetrade's public api, receipts in the reply
why watch this cex: the move starts there. $qtc went $29.9 → $168 on safetrade from sep 27 to oct 2. near.com listed it oct 6
what to check before the chart does:
- mainnet or not. soq's own site: "not mainnet, not audited for real value"
- a dev posting in public. all 3 winners have one, kv5's site names nobody
- volume. kv5 did $296 in the last 24h
props to @safetrade for the integrations bigger cexs skip. midstate's dev says they reached out to him first and expected his pq sigs to be one of their harder integrations
the risk: one cex, thin books. so when you see "theres a 1000x sitting on safetrade", now you know: in its first 3 weeks the whole $noid market did ~$1.1k a day. you couldnt size in
next date: midstate's midwimble launch, oct 31
now you know more about safetrade's quantum listings than 99% of ct
tl;dr: safetrade is where pq pow lists first. it doesnt filter for you
scorecard + what to check on the next one:
pic 1 is the 1 median close → now:
- $noid $0.0067 → $0.4225
- $mds $0.17 → $3.31 per gmds
- $qtc $18.9 → $107.4
- $kv5 $0.0197 → $0.0029
- $soq $0.0016 on day one → $0.0001, 4 days in
every listing date and daily candle sits in safetrade's public api, receipts in the reply
why watch this cex: the move starts there. $qtc went $29.9 → $168 on safetrade from sep 27 to oct 2. near.com listed it oct 6
what to check before the chart does:
- mainnet or not. soq's own site: "not mainnet, not audited for real value"
- a dev posting in public. all 3 winners have one, kv5's site names nobody
- volume. kv5 did $296 in the last 24h
props to @safetrade for the integrations bigger cexs skip. midstate's dev says they reached out to him first and expected his pq sigs to be one of their harder integrations
the risk: one cex, thin books. so when you see "theres a 1000x sitting on safetrade", now you know: in its first 3 weeks the whole $noid market did ~$1.1k a day. you couldnt size in
next date: midstate's midwimble launch, oct 31
now you know more about safetrade's quantum listings than 99% of ct
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$qtc lending is coming to rhea this weekend. first time you can borrow qtc, which means first time you can short it
> tl;dr rhea's $zec market says holders borrow against it, they dont short it: 4,140 zec supplied, 523 borrowed
the math and what to watch:
source: rhea's coo @aelending this weekend". app.rhea.finance first, x.rhea.finance once noir wallet supports quantus x.com/aescobar0g/sta…
the float it works with, qtcscan.com/accounts:
- 5,743,961 issued - 5,459,940 vesting = 284,021 free qtc
- 199,355 of it on the near intents bridge, 70%
- 81.6k qtc + $4.35m usdc in the main rhea pool. every short and every liquidation sells into it
the zec precedent, live on app.rhea.finance/lending now:
- 4,140 zec supplied ($4.67m), 523 borrowed ($590k)
- 12.6% utilization, 87% just sits as collateral
- zec holders borrow stables against it. almost nobody borrows zec to short
- borrowing usdc there costs 16.06% apy, 85% of that pool is already lent out
if qtc copies zec, the main trade is "dont sell, borrow". thats qtc that stays off the market
the other side is liquidations: rhea's qtc/usdc pool has ~$267k of depth within -2% coingecko.com/en/coins/quant…. a forced sale bigger than that moves price hard
props to @rhea_finance: they carried qtc's main pool since oct 6 and now give holders a reason to sit instead of sell
the catch:
- "testing" isnt live. no ltv, caps or oracle published yet
- a lending contract on top of a bridge whose mpc scheme still isnt named docs.quantus.com/deep-dives/nea…
- thin pool + leverage = wicks both ways
what to watch at launch:
- qtc borrow cap. small = holder product, big = short venue
- which oracle prices qtc
- how much of the 199k bridge float moves into supply
so when you see "qtc lending is bullish", now you know: on zec it was 87% collateral. the borrow cap decides which way it cuts
now you know more about $qtc than 99% of ct. nfa dyor
would you borrow usdc against your qtc at 16%, or short it?
> tl;dr rhea's $zec market says holders borrow against it, they dont short it: 4,140 zec supplied, 523 borrowed
the math and what to watch:
source: rhea's coo @aelending this weekend". app.rhea.finance first, x.rhea.finance once noir wallet supports quantus x.com/aescobar0g/sta…
the float it works with, qtcscan.com/accounts:
- 5,743,961 issued - 5,459,940 vesting = 284,021 free qtc
- 199,355 of it on the near intents bridge, 70%
- 81.6k qtc + $4.35m usdc in the main rhea pool. every short and every liquidation sells into it
the zec precedent, live on app.rhea.finance/lending now:
- 4,140 zec supplied ($4.67m), 523 borrowed ($590k)
- 12.6% utilization, 87% just sits as collateral
- zec holders borrow stables against it. almost nobody borrows zec to short
- borrowing usdc there costs 16.06% apy, 85% of that pool is already lent out
if qtc copies zec, the main trade is "dont sell, borrow". thats qtc that stays off the market
the other side is liquidations: rhea's qtc/usdc pool has ~$267k of depth within -2% coingecko.com/en/coins/quant…. a forced sale bigger than that moves price hard
props to @rhea_finance: they carried qtc's main pool since oct 6 and now give holders a reason to sit instead of sell
the catch:
- "testing" isnt live. no ltv, caps or oracle published yet
- a lending contract on top of a bridge whose mpc scheme still isnt named docs.quantus.com/deep-dives/nea…
- thin pool + leverage = wicks both ways
what to watch at launch:
- qtc borrow cap. small = holder product, big = short venue
- which oracle prices qtc
- how much of the 199k bridge float moves into supply
so when you see "qtc lending is bullish", now you know: on zec it was 87% collateral. the borrow cap decides which way it cuts
now you know more about $qtc than 99% of ct. nfa dyor
would you borrow usdc against your qtc at 16%, or short it?
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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$noid went $0.19 → $0.598 since my oct 9 post and its still a $3.9m mc pow l1. the supply map shows who can sell next
> tl;dr dev funds: 1m locked till january. safetrade: 4.58m, 42% of all noid. the $0.598 top printed the same day +345k landed on that wallet
pic 1, the price (ht- $0.19 at my post, $0.598 top on oct 15, $0.357 now
- 10.8m net supply x $0.357 = ~$3.9m mc. even at the top it was ~$6.4m
- for scale, $qtc's liquid float on the same quantum narrative is ~$33m (x.com/Checker1crypto…)
pic 2, who holds the 10.8m (noidexplorer.org/richlist):
- safetrade: 4,575,848 = 42.4%
- two dev fund vaults: 1,000,000 = 9.3%
- one wallet that pulled ~566k off safetrade on oct 4-5: 500,000 = 4.6%
- everyone else, ~2,180 addresses: ~4.72m = 43.7%
pic 3, the dev side (github.com/ignotusnemo/pa…). on oct 9 i flagged the 10% dev cut with no reports (x.com/Checker1crypto…). a week later:
- 1,059,840 noid received, 25,278 spent on bug bounties, no sales listed
- 1,000,000 locked in 2 vaults until block 490,000 (~jan 16), checkable in your own wallet via f7 (x.com/ignotus_nemo/s…)
> the exchange wallet is the tell. oct 14-15 it took in +653k net, 7x what the chain mined, and the top came right in that window. the last 24h flipped to -83k net out (noidexplorer.org/address/o1hk70…)
props to @ignotus_nemo for answering a supply critique with a vault contract instead of a thread, and for shipping v2.0.4 with the legacy matrices gone, exactly as he told me in replies (x.com/ignotus_nemo/s…)
the risk:
- new fund payouts land unlocked, 4,608 noid a day, ~418k more by block 490,000
- 42% on one cex is one custody risk and most of the sell side
- thin book: ~$4.6k of asks and ~$1k of bids within 10% of mid
> so when you see "one pool makes ~85% of $noid blocks", now you know: over the last 3,000 blocks the top miner address made 30.4%, the top two 53% (noidexplorer.org)
3x in 8 days, open source, contracts live on mainnet, and still a $3.9m mc. so whose is the 500k wallet?
> tl;dr dev funds: 1m locked till january. safetrade: 4.58m, 42% of all noid. the $0.598 top printed the same day +345k landed on that wallet
pic 1, the price (ht- $0.19 at my post, $0.598 top on oct 15, $0.357 now
- 10.8m net supply x $0.357 = ~$3.9m mc. even at the top it was ~$6.4m
- for scale, $qtc's liquid float on the same quantum narrative is ~$33m (x.com/Checker1crypto…)
pic 2, who holds the 10.8m (noidexplorer.org/richlist):
- safetrade: 4,575,848 = 42.4%
- two dev fund vaults: 1,000,000 = 9.3%
- one wallet that pulled ~566k off safetrade on oct 4-5: 500,000 = 4.6%
- everyone else, ~2,180 addresses: ~4.72m = 43.7%
pic 3, the dev side (github.com/ignotusnemo/pa…). on oct 9 i flagged the 10% dev cut with no reports (x.com/Checker1crypto…). a week later:
- 1,059,840 noid received, 25,278 spent on bug bounties, no sales listed
- 1,000,000 locked in 2 vaults until block 490,000 (~jan 16), checkable in your own wallet via f7 (x.com/ignotus_nemo/s…)
> the exchange wallet is the tell. oct 14-15 it took in +653k net, 7x what the chain mined, and the top came right in that window. the last 24h flipped to -83k net out (noidexplorer.org/address/o1hk70…)
props to @ignotus_nemo for answering a supply critique with a vault contract instead of a thread, and for shipping v2.0.4 with the legacy matrices gone, exactly as he told me in replies (x.com/ignotus_nemo/s…)
the risk:
- new fund payouts land unlocked, 4,608 noid a day, ~418k more by block 490,000
- 42% on one cex is one custody risk and most of the sell side
- thin book: ~$4.6k of asks and ~$1k of bids within 10% of mid
> so when you see "one pool makes ~85% of $noid blocks", now you know: over the last 3,000 blocks the top miner address made 30.4%, the top two 53% (noidexplorer.org)
3x in 8 days, open source, contracts live on mainnet, and still a $3.9m mc. so whose is the 500k wallet?
$noid is a ~$1.9m mc pow l1, and on sunday its only steady seller gets 79% less to sell
> tl;dr block 210,537 cuts new supply from 216k to 46k noid a day. one cex, the same one $qtc sat on at ~$20 before near
10.1m noid x $0.19 = ~$1.9m. math, book and the 10% nobody mentions:
pie docs (docs.parano1d.org/protocol/econo…):
- now: 50 noid every 20s = 216k/day, ~$41k at $0.19
- after block 210,537: 16 noid every 30s = 46k/day, ~$9k
- 1.47m noid traded on safetrade in 24h (safetrade.com/exchange/NOID-…), so fresh supply drops from ~15% of daily flow to ~3%
the fork itself is priced, its on every timeline. the flow after it isnt
> the book rn: ~$2.4k of asks within 10% above mid vs ~$18k of bids within 10% below. with ~194k fresh noid/day landing in miner wallets, theres no reason to market buy a thin side
eta oct 11 ~07:00 utc. coincodex still shows mc as "-" (coincodex.com/crypto/parano1d) bc supply isnt reported. ~10.1m net supply per the explorer, cited in the dev interview (crypto-lowcap.com/parano1d-inter…)
same venue as $qtc: safetrade was its only market, ~$20 before near intents opened it oct 6, ~$180 two days later. different beast tho: qtc has a 21m cap and a vc team, noid has one anon dev and no cap. my qtc read: x.com/Checker1crypto…
props to @ignotus_nemo for shipping v2.0.3 two days before the fork with a repro attached: old build +251 mib over 600 write cycles, patched +0 (x.com/ignotus_nemo/s…)
the risk is in pics 2 and 3:
- pre v2 readme: "no premine", then 90% to the miner, 5% to o(1) network fund, 5% to parano1d lab (github.com/ignotusnemo/pa…)
- current docs: the split survives v2 and runs to block 3,223,778, ~3y from genesis
- ~1m noid to the two funds so far by the docs math, ~$190k at $0.19
- v2 year one still prints up to 16.8m noid on a 10.1m supply. one cex, one core dev
> so when you see "no premine, fair launch", now you know: no premine is true, but 1 in 10 noid mined goes to the dev side for ~3 years
the old readme promised periodic reports from both funds. if youve seen one, drop it below
weeks thing, not a 1h flip. watch the book after block 210,537, not the candle
now you know more about $noid than 99% of ct. nfa dyor
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the quantum alliance $qtc just co-founded says 6.4m $btc (~$520b) has its pubkey exposed. the whole liquid qtc float is ~$33m
> tl;dr 10 days on near: google, f2pool, meteor, the alliance. price -38% from ath, 70% of the float still on one bridge
full recap + receipts:
the matqtcscan.com/accounts: 5,742,166 issued - 5,459,940 vesting = 282,226 free qtc
- 282,226 x $115.7 = ~$33m
- 6.4m btc x ~$81.3k = ~$520b. the 6.4m is the alliance's own number: x.com/wublockchain12…
and no screen agrees on fdv: geckoterminal prints $358.02, coingecko $664m (thats the 5.74m issued, not 21m). real 21m fdv = ~$2.43b. only the $33m trades
10 days, one line each:
- oct 6: near.com launch with 1.27% of supply circulating x.com/Checker1crypto…
- oct 12: cap table. balaji led $770k at a $100m valuation, the zec trade's names are on it x.com/Checker1crypto…
- oct 14: meteor ships ml-dsa keys for near accounts, one tx, same address x.com/MeteorWallet/s…
- oct 14: 71% of liquid qtc sits on the near intents bridge x.com/Checker1crypto…
- oct 15: f2pool lists qtc, kryptex was still mining 2 of every 3 blocks x.com/Checker1crypto…
- oct 15: qlyphs hits 1,480 wallets on a chain with zero smart contracts x.com/Checker1crypto…
- oct 15: google cuts willow errors 40x, btc vs qtc side by side x.com/Checker1crypto…
- oct 16: 9 firms launch the quantum alliance: quantus, midnight, hacken, keystone, intmax + 4 more x.com/QuantusNetwork…
the alliance is the part that hits $btc:
6.4m coins, 30.2% of supply, ~1.1m of it attributed to satoshi. the fight inside is freeze those coins or move them
yuvi told coindesk whoever gets the first crqc probably takes them, with a government's blessing cryptonews.net/news/security/…
props to @MeteorWallet: pq keys on near without a new address is what migration should look like. btc holders dont have that button
the path:
- hashcloak audit + the mpc scheme. docs still say "in progress" today docs.quantus.com/deep-dives/nea…. meteor made the near account pq, the bridge holding 70% of qtc isnt yet
- dec 1: testnet miner airdrop in the app closes
- the alliance's first "quantum ready" standard. quantus helps write the bar, its docs already tick all 5 boxes i checked oct 16
why its not priced in: every screen shows a different fdv and almost nobody quotes the float
the catch:
- best news run since launch and price is -38% from the $186 ath. good news isnt getting bought rn
- 198,289 qtc (~$22.9m) on that bridge, scheme still unnamed
- miners print ~1.85k qtc a day (~$214k), insider cliff in 328 days qtcscan.com/vesting
- quantus sits on both sides: it helps write the standard and gets graded by it
so when you see "$zec the privacy bitcoin, $qtc the quantum bitcoin, same 21m cap", now you know:
zec has 81% of its 21m out, $19.5b mc at $1,148 coingecko.com/en/coins/zcash
qtc has 1.34% out, ~$33m at $115.7 coingecko.com/en/coins/quant…
per coin means nothing yet. the float is the trade
now you know more about $qtc than 99% of ct. nfa dyor
also better look on @qlyphsxyz It's worth keeping an eye on before everyone feel fomo👀
what lands first: the hashcloak audit or the alliance's first standard?
> tl;dr 10 days on near: google, f2pool, meteor, the alliance. price -38% from ath, 70% of the float still on one bridge
full recap + receipts:
the matqtcscan.com/accounts: 5,742,166 issued - 5,459,940 vesting = 282,226 free qtc
- 282,226 x $115.7 = ~$33m
- 6.4m btc x ~$81.3k = ~$520b. the 6.4m is the alliance's own number: x.com/wublockchain12…
and no screen agrees on fdv: geckoterminal prints $358.02, coingecko $664m (thats the 5.74m issued, not 21m). real 21m fdv = ~$2.43b. only the $33m trades
10 days, one line each:
- oct 6: near.com launch with 1.27% of supply circulating x.com/Checker1crypto…
- oct 12: cap table. balaji led $770k at a $100m valuation, the zec trade's names are on it x.com/Checker1crypto…
- oct 14: meteor ships ml-dsa keys for near accounts, one tx, same address x.com/MeteorWallet/s…
- oct 14: 71% of liquid qtc sits on the near intents bridge x.com/Checker1crypto…
- oct 15: f2pool lists qtc, kryptex was still mining 2 of every 3 blocks x.com/Checker1crypto…
- oct 15: qlyphs hits 1,480 wallets on a chain with zero smart contracts x.com/Checker1crypto…
- oct 15: google cuts willow errors 40x, btc vs qtc side by side x.com/Checker1crypto…
- oct 16: 9 firms launch the quantum alliance: quantus, midnight, hacken, keystone, intmax + 4 more x.com/QuantusNetwork…
the alliance is the part that hits $btc:
6.4m coins, 30.2% of supply, ~1.1m of it attributed to satoshi. the fight inside is freeze those coins or move them
yuvi told coindesk whoever gets the first crqc probably takes them, with a government's blessing cryptonews.net/news/security/…
props to @MeteorWallet: pq keys on near without a new address is what migration should look like. btc holders dont have that button
the path:
- hashcloak audit + the mpc scheme. docs still say "in progress" today docs.quantus.com/deep-dives/nea…. meteor made the near account pq, the bridge holding 70% of qtc isnt yet
- dec 1: testnet miner airdrop in the app closes
- the alliance's first "quantum ready" standard. quantus helps write the bar, its docs already tick all 5 boxes i checked oct 16
why its not priced in: every screen shows a different fdv and almost nobody quotes the float
the catch:
- best news run since launch and price is -38% from the $186 ath. good news isnt getting bought rn
- 198,289 qtc (~$22.9m) on that bridge, scheme still unnamed
- miners print ~1.85k qtc a day (~$214k), insider cliff in 328 days qtcscan.com/vesting
- quantus sits on both sides: it helps write the standard and gets graded by it
so when you see "$zec the privacy bitcoin, $qtc the quantum bitcoin, same 21m cap", now you know:
zec has 81% of its 21m out, $19.5b mc at $1,148 coingecko.com/en/coins/zcash
qtc has 1.34% out, ~$33m at $115.7 coingecko.com/en/coins/quant…
per coin means nothing yet. the float is the trade
now you know more about $qtc than 99% of ct. nfa dyor
also better look on @qlyphsxyz It's worth keeping an eye on before everyone feel fomo👀
what lands first: the hashcloak audit or the alliance's first standard?
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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google just proved a core piece of the $btc attack math on a real chip. $qtc has NOTHING to migrate
> tl;dr btc: 1.7m+ coins with the pubkey in plain sight. qtc: 0, dilithium is its only signature
google in 3 lines, then qtc vs the quantum alliance checklist below:
google, shoe: magic state cultivation works on willow. 40x fewer errors, 99.99% logical fidelity
pic 1: sundar's post x.com/sundarpichai/s…, paper science.org/doi/10.1126/sc…
- google's march paper prices the btc attack at <500k qubits and ~9 min per key, and its magic state math cites this exact trick arxiv.org/abs/2603.28846
- willow is 105 qubits, no wallet dies today. but coinbase said oct 13 btc's migration can take years
9 teams just launched the quantum alliance to define "quantum ready": signatures, keys, consensus, zk, p2p
qtc vs those 5, straight from its docs:
- signatures: ml-dsa-87, nist level 5, no ecdsa fallback, lib audited by neodyme
- p2p: ml-kem-768 handshakes, ml-dsa peer ids
- consensus: pow on poseidon2 hashes, nothing for shor to break
- zk: plonky2 starks, no trusted setup
- keys: hd wallet ending in a dilithium keypair
pic 2: the no-ecdsa line docs.quantus.com/deep-dives/pqc… and the sig size table docs.quantus.com/deep-dives/pqc…
the cost of being pq: one ml-dsa-87 sig is 4,627 bytes vs 64 for a btc schnorr sig, ~72x fatter
sent raw, a 3.75mb 12s block fits ~510 transfers = ~43 tps
qtc's wormhole folds them into zk proofs: ~430 tps with current aggregation, ceiling ~2,800
pic 3: wormhole performance table docs.quantus.com/deep-dives/wor…
and if a key ever leaks: opt-in high-security accounts force a delay on every outgoing transfer and a guardian can cancel it. on btc a confirmed theft is final
respect to @QuantusNetwork for shipping pq on p2p and zk too, not just signatures, on a mainnet live since sep 9
honest minus: quantus is a founding member of that alliance, so judge the docs, not the vibes. and the exit to near runs on an mpc bridge with no named signature scheme, hashcloak audit still pending. flagged it oct 14
next: the alliance writes the standard, f2pool already mines it, testnet miner airdrop in the app runs till dec 1
meanwhile on btc: 1.7m+ coins, ~9% of supply, sit in p2pk scripts with the pubkey public from the first block they landed in
pic 4: google's own paper arxiv.org/html/2603.2884…
also on @QuantusNetwork have a 1st launchpad @qlyphsxyz which is endorsed by the $qtc team and supported by them. you should take a closer look at it👀
so when you see "quantum cracks bitcoin by 2029" all over the tl, now you know: the chip is years out, the migration is the real clock. qtc started on the other side of it
now you know more about $qtc than 99% of ct
> tl;dr btc: 1.7m+ coins with the pubkey in plain sight. qtc: 0, dilithium is its only signature
google in 3 lines, then qtc vs the quantum alliance checklist below:
google, shoe: magic state cultivation works on willow. 40x fewer errors, 99.99% logical fidelity
pic 1: sundar's post x.com/sundarpichai/s…, paper science.org/doi/10.1126/sc…
- google's march paper prices the btc attack at <500k qubits and ~9 min per key, and its magic state math cites this exact trick arxiv.org/abs/2603.28846
- willow is 105 qubits, no wallet dies today. but coinbase said oct 13 btc's migration can take years
9 teams just launched the quantum alliance to define "quantum ready": signatures, keys, consensus, zk, p2p
qtc vs those 5, straight from its docs:
- signatures: ml-dsa-87, nist level 5, no ecdsa fallback, lib audited by neodyme
- p2p: ml-kem-768 handshakes, ml-dsa peer ids
- consensus: pow on poseidon2 hashes, nothing for shor to break
- zk: plonky2 starks, no trusted setup
- keys: hd wallet ending in a dilithium keypair
pic 2: the no-ecdsa line docs.quantus.com/deep-dives/pqc… and the sig size table docs.quantus.com/deep-dives/pqc…
the cost of being pq: one ml-dsa-87 sig is 4,627 bytes vs 64 for a btc schnorr sig, ~72x fatter
sent raw, a 3.75mb 12s block fits ~510 transfers = ~43 tps
qtc's wormhole folds them into zk proofs: ~430 tps with current aggregation, ceiling ~2,800
pic 3: wormhole performance table docs.quantus.com/deep-dives/wor…
and if a key ever leaks: opt-in high-security accounts force a delay on every outgoing transfer and a guardian can cancel it. on btc a confirmed theft is final
respect to @QuantusNetwork for shipping pq on p2p and zk too, not just signatures, on a mainnet live since sep 9
honest minus: quantus is a founding member of that alliance, so judge the docs, not the vibes. and the exit to near runs on an mpc bridge with no named signature scheme, hashcloak audit still pending. flagged it oct 14
next: the alliance writes the standard, f2pool already mines it, testnet miner airdrop in the app runs till dec 1
meanwhile on btc: 1.7m+ coins, ~9% of supply, sit in p2pk scripts with the pubkey public from the first block they landed in
pic 4: google's own paper arxiv.org/html/2603.2884…
also on @QuantusNetwork have a 1st launchpad @qlyphsxyz which is endorsed by the $qtc team and supported by them. you should take a closer look at it👀
so when you see "quantum cracks bitcoin by 2029" all over the tl, now you know: the chip is years out, the migration is the real clock. qtc started on the other side of it
now you know more about $qtc than 99% of ct
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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This is just the beginning.🤝🫡
$qtc has zero smart contracts, and @iamyacine still shipped a full token market on it in 23 days. week one: 1,300+ wallets, 14 tokens, 2.9k token txs and the first quantus meme already living on near
> tl;dr on qlyphs you mint, sell back to the reserve whenever you want, and graduate to a real dex. built by an ai researcher who ships at a crazy pace
full disclosure: im a qlyphs ambassador now. everything below is checkable
who builds it:
- yacine, ai researcher working on hardware agents
- co-author of two research memos on verifiable rl for hardware, circuit design and pcb routing docs-seven-amber.vercel.app
- the pcb one: changing only the reward shape took held-out pass@8 from 0.50 to 0.73
- qlyphs timeline: otc sep 20, wallet oct 4, quarks oct 8, tokens oct 13
- the wallet code is public github.com/yacinealloul/q…
week one numbers (app.qlyphs.com/tokens):
- 14 tokens launched, 13 still minting
- 2,951 token transactions
- 6 curves already at 20 to 25%
- 390 accounts on the points board app.qlyphs.com/points
the part people miss is the reserve. on most launchpads you mint and pray. on qlyphs you can sell back to the reserve before the curve fills, 77 reserve trades so far
> mint, change your mind, sell back
$yuvi already showed the full path:
- 1,000 lots sold out in 7h44m to 161 wallets
- graduated to near, the lp nft went to a keyless account
- 84.6% of holder supply claimed on near, up from 52% yesterday morning
- 258 holders
why it matters: every qtc bought from the reserve = 300 xp, reserve trades count x3. the points board is the early list, and its still 390 people
next: 13 curves heading for the same graduation, and yacine asking @n13 for a quantus integration in this exact tweet
@iamyacine a wallet, otc, inscriptions and a launchpad with an exit button, on a chain with no smart contracts, in 23 days. respect
so when you see "qlyphs week one", now you know: 1,300+ wallets, one graduation, and a reserve that let people out the whole time
are you on the points board yet?
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$qtc just got @f2pool, one of the oldest btc pools. the part nobody is saying: one pool, kryptex, mines 2 of every 3 quantus blocks, and f2pool's own dashboard shows it at 0.06% of the network rn
> tl;dr kryptex = 65.6% of blocks in the last 24h, top 2 addresses = 82.7%. f2pool: 21.network, no block yet
receipts below:
how i know its kryptex: they dont publish their address, but they list every block they find at pool.kryptex.com/qtc/blocks. i matched 146 blocks in a row (229,615 to 229,760): all 93 kryptex lists were mined by one address, all 53 it doesnt list were mined by someone else. zero exceptions (pic 1)
on the explorer its the same miner row after row (pic 2) explorer.quantus.com/blocks
that address has mined 98.8k blocks since sep 11. encrypted address, only incoming activity (pic 3) explorer.quantus.com/accounts/qzmsb…
its share of all blocks:
- sep 20 to 30: 42.8%
- oct 1 to 7: 67.5%
- oct 8 to 14: 70.2%
- last 24h: 65.6%
the second biggest address takes another 17.1%, the other 32 miners split the rest
f2pool tweeted at 09:33 utc. since then: 1,130 blocks, kryptex 65.7%, not one new reward address onchain. the reason is on f2pool's own homepage: 21.68 gh/s on qtc vs 37.12 th/s network. thats ~3.5 blocks a day out of ~6,000
> f2pool's whole qtc hashrate rn = ~19 rtx 4090s
what f2pool offers (f2pool.zendesk.com/hc/en-us/artic…):
- 1% pplns, kryptex charges 3% on prop
- 0.1 qtc min payout, paid daily
- nvidia rtx 30/40/50 on srbminer or peakminer
why it still matters: the chain mints ~1,846 qtc a day, ~$205k at $111. today 2/3 of that runs through one operator. f2pool is the first big pool giving that hashrate somewhere else to go, and it starts from zero
for miners, per kryptex's own calculator: an rtx 4090 does ~1.15 gh/s ≈ 0.06 qtc a day (~$6.6)
@f2pool listing a post-quantum gpu chain 5 weeks after mainnet is a real signal. @quantusnetwork this is the decentralization story to push
the catch:
- a listing isnt hashrate. if miners dont switch, kryptex stays at 65%
- more pools = more organized selling. kryptex already auto-converts ~4.5 th/s of its miners to btc/usdt, ~12% of the network (pic 4)
- 1,846 qtc a day is ~21% of the $975k that traded on the main rhea pool in 24h, and you cant watch it onchain, payouts leave through the wormhole
- network hashrate is sliding: 43.3 th/s 7d avg vs 36.2 th/s 1d avg, per f2pool
so when you see "f2pool lists $qtc", now you know: for now its ~19 4090s, and the number to watch is kryptex's 65%. if it drops under 50% in the next weeks, the listing actually did something
where does it sit in 2 weeks?
> tl;dr kryptex = 65.6% of blocks in the last 24h, top 2 addresses = 82.7%. f2pool: 21.network, no block yet
receipts below:
how i know its kryptex: they dont publish their address, but they list every block they find at pool.kryptex.com/qtc/blocks. i matched 146 blocks in a row (229,615 to 229,760): all 93 kryptex lists were mined by one address, all 53 it doesnt list were mined by someone else. zero exceptions (pic 1)
on the explorer its the same miner row after row (pic 2) explorer.quantus.com/blocks
that address has mined 98.8k blocks since sep 11. encrypted address, only incoming activity (pic 3) explorer.quantus.com/accounts/qzmsb…
its share of all blocks:
- sep 20 to 30: 42.8%
- oct 1 to 7: 67.5%
- oct 8 to 14: 70.2%
- last 24h: 65.6%
the second biggest address takes another 17.1%, the other 32 miners split the rest
f2pool tweeted at 09:33 utc. since then: 1,130 blocks, kryptex 65.7%, not one new reward address onchain. the reason is on f2pool's own homepage: 21.68 gh/s on qtc vs 37.12 th/s network. thats ~3.5 blocks a day out of ~6,000
> f2pool's whole qtc hashrate rn = ~19 rtx 4090s
what f2pool offers (f2pool.zendesk.com/hc/en-us/artic…):
- 1% pplns, kryptex charges 3% on prop
- 0.1 qtc min payout, paid daily
- nvidia rtx 30/40/50 on srbminer or peakminer
why it still matters: the chain mints ~1,846 qtc a day, ~$205k at $111. today 2/3 of that runs through one operator. f2pool is the first big pool giving that hashrate somewhere else to go, and it starts from zero
for miners, per kryptex's own calculator: an rtx 4090 does ~1.15 gh/s ≈ 0.06 qtc a day (~$6.6)
@f2pool listing a post-quantum gpu chain 5 weeks after mainnet is a real signal. @quantusnetwork this is the decentralization story to push
the catch:
- a listing isnt hashrate. if miners dont switch, kryptex stays at 65%
- more pools = more organized selling. kryptex already auto-converts ~4.5 th/s of its miners to btc/usdt, ~12% of the network (pic 4)
- 1,846 qtc a day is ~21% of the $975k that traded on the main rhea pool in 24h, and you cant watch it onchain, payouts leave through the wormhole
- network hashrate is sliding: 43.3 th/s 7d avg vs 36.2 th/s 1d avg, per f2pool
so when you see "f2pool lists $qtc", now you know: for now its ~19 4090s, and the number to watch is kryptex's 65%. if it drops under 50% in the next weeks, the listing actually did something
where does it sit in 2 weeks?
Our Quantus ($QTC) mining pool is now LIVE! 🚀
@QuantusNetwork is a PoW public chain powered by post-quantum cryptography, with ZK for scaling.
⚙️ Algorithm: Poseidon2-Goldilocks
🖥️ Hardware: GPU (RTX 30, 40, and 50 series)
📖 Mining guide: f2pool.zendesk.com/hc/en-us/artic…
📝 .co/2hXLZsPLcj
Start mining $QTC at f2pool today! ⛏️
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71% of liquid $qtc sits behind a bridge signer with no pq scheme listed
tl;dr: qtc is pq from block one, its door to near.com isnt yet
197,658 of 278,498 free qtc, ~$22.9m, on the near intents bridge
math, receipts, q.day timestamps below
the idge lists only ecdsa + eddsa, and illia called pq mpc an open problem on @QuantusNetwork's own stage
the math, check it yourself, pic 1 is qtcscan.com/accounts
total issuance 5,738,438 - vesting pallet 5,459,940 = 278,498 free qtc
near intents bridge: 197,658 qtc
197,658 / 278,498 = 71%
197,658 x $115.85 = ~$22.9m
float math itself is in my oct 6 post: x.com/Checker1crypto…
receipts:
- pic 2: quantus' fork of near mpc lists ecdsa secp256k1 + eddsa ed25519, no ml-dsa anywhere github.com/Quantus-Networ…
- pic 3: bridge = mpc threshold signatures, scheme not named. mpc node "in development", hashcloak audit "in progress" docs.quantus.com/deep-dives/nea…
- same table still says near intents "in development" tho qtc trades there since oct 6. so either the docs are stale or the mpc isnt final. both are worth an answer
what the q.day stage said about exactly this (singapore, oct 8):
1. @ilblackdragon keynote
- names @QuantusNetwork next to btc and zec as what you grab through intents (2:05)
- near accounts can rotate to ml-dsa without moving funds (12:45)
- but pq multi-party computation for chain signatures is "currently an open problem" (15:10)
x.com/QuantusNetwork…
2. mod @mrbibhu
- @cadillion: the first thing to upgrade is a big pool of wrapped tokens, classical + pq multisig on it (3:10). ionq says mid-2028, ~60 days per key (23:50)
- @conordeegan: ~62% of internet traffic already runs pq key exchange, crypto is the laggard (4:00)
- @MehowHacks: zk seed-provenance proof from 35 min to 3s on a phone, protect old keys without migrating (1:15)
x.com/QuantusNetwork…
3. mod @joeysantoro
- @apruden08: what gets hit first is what you can point at onchain (19:30). my read: a labeled bridge holding 71% of the float is easy to point at
- @EliBenSasson: hash-based is the safest bet, lattice sig candidate hawk got broken in the last 3 months (18:20)
- @zooko: crypto is solvable, ux is the endless problem (16:50)
x.com/QuantusNetwork…
4. mod @JoeMattia, w/ @rargulati @_TomHoward
- money is the one l1 use case that actually worked (2:30)
- @JoeMattia: quantus threw the first punch, pq from day one (11:30)
x.com/QuantusNetwork…
5. @azeemk @SebastienGllmt
- privacy and pq went from "15 years away" to a requirement in vc and bank rooms (2:30)
- miden is building with @QuantusNetwork on the same lattice bet (4:00)
x.com/QuantusNetwork…
the path: next thing to watch is the hashcloak audit and what scheme the mpc node ships with. if ml-dsa threshold lands there, the 71% problem goes away. till then qtc on near.com inherits near's pq timeline, not quantus'
credit to @QuantusNetwork for open-sourcing the mpc fork and writing "in development" in their own docs instead of hiding it
honest take:
- this isnt a today problem. even colton's timeline is ~2028 and 60 days per key
- qtc on the quantus chain itself is still ml-dsa signed
- the risk sits in one place only: where 71% of the float actually lives
so when you see "quantum-safe money, now on near.com", now you know the money is pq and the bridge isnt yet
@YuviLightman simple q: which scheme does the quantus mpc node sign the near bridge with, and when does the hashcloak audit drop?
now you know more about $qtc than 99% of ct. would you hold your qtc on near.com or self-custody on the quantus chain?
tl;dr: qtc is pq from block one, its door to near.com isnt yet
197,658 of 278,498 free qtc, ~$22.9m, on the near intents bridge
math, receipts, q.day timestamps below
the idge lists only ecdsa + eddsa, and illia called pq mpc an open problem on @QuantusNetwork's own stage
the math, check it yourself, pic 1 is qtcscan.com/accounts
total issuance 5,738,438 - vesting pallet 5,459,940 = 278,498 free qtc
near intents bridge: 197,658 qtc
197,658 / 278,498 = 71%
197,658 x $115.85 = ~$22.9m
float math itself is in my oct 6 post: x.com/Checker1crypto…
receipts:
- pic 2: quantus' fork of near mpc lists ecdsa secp256k1 + eddsa ed25519, no ml-dsa anywhere github.com/Quantus-Networ…
- pic 3: bridge = mpc threshold signatures, scheme not named. mpc node "in development", hashcloak audit "in progress" docs.quantus.com/deep-dives/nea…
- same table still says near intents "in development" tho qtc trades there since oct 6. so either the docs are stale or the mpc isnt final. both are worth an answer
what the q.day stage said about exactly this (singapore, oct 8):
1. @ilblackdragon keynote
- names @QuantusNetwork next to btc and zec as what you grab through intents (2:05)
- near accounts can rotate to ml-dsa without moving funds (12:45)
- but pq multi-party computation for chain signatures is "currently an open problem" (15:10)
x.com/QuantusNetwork…
2. mod @mrbibhu
- @cadillion: the first thing to upgrade is a big pool of wrapped tokens, classical + pq multisig on it (3:10). ionq says mid-2028, ~60 days per key (23:50)
- @conordeegan: ~62% of internet traffic already runs pq key exchange, crypto is the laggard (4:00)
- @MehowHacks: zk seed-provenance proof from 35 min to 3s on a phone, protect old keys without migrating (1:15)
x.com/QuantusNetwork…
3. mod @joeysantoro
- @apruden08: what gets hit first is what you can point at onchain (19:30). my read: a labeled bridge holding 71% of the float is easy to point at
- @EliBenSasson: hash-based is the safest bet, lattice sig candidate hawk got broken in the last 3 months (18:20)
- @zooko: crypto is solvable, ux is the endless problem (16:50)
x.com/QuantusNetwork…
4. mod @JoeMattia, w/ @rargulati @_TomHoward
- money is the one l1 use case that actually worked (2:30)
- @JoeMattia: quantus threw the first punch, pq from day one (11:30)
x.com/QuantusNetwork…
5. @azeemk @SebastienGllmt
- privacy and pq went from "15 years away" to a requirement in vc and bank rooms (2:30)
- miden is building with @QuantusNetwork on the same lattice bet (4:00)
x.com/QuantusNetwork…
the path: next thing to watch is the hashcloak audit and what scheme the mpc node ships with. if ml-dsa threshold lands there, the 71% problem goes away. till then qtc on near.com inherits near's pq timeline, not quantus'
credit to @QuantusNetwork for open-sourcing the mpc fork and writing "in development" in their own docs instead of hiding it
honest take:
- this isnt a today problem. even colton's timeline is ~2028 and 60 days per key
- qtc on the quantus chain itself is still ml-dsa signed
- the risk sits in one place only: where 71% of the float actually lives
so when you see "quantum-safe money, now on near.com", now you know the money is pq and the bridge isnt yet
@YuviLightman simple q: which scheme does the quantus mpc node sign the near bridge with, and when does the hashcloak audit drop?
now you know more about $qtc than 99% of ct. would you hold your qtc on near.com or self-custody on the quantus chain?
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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$yuvi's endgame: at $5m mc the ai yuvi gets his own machine + claude code and builds whatever holders bid on
> tl;dr $5m is ~42x from the ~$118k mc rn. but the part that makes money is already in the site code
official account @yuvi_wtf and site yuvi.wtf looks amared neon room, live 24/7, reads chat and answers out loud. built on @qlyphsxyz
whats sitting in the site on test network:
- a tip jar with tiers and your name on the board
- sponsored promos: pay and yuvi reads onchain facts about your token on stream
- adopt a room object, a treasure hunt with a sealed answer, holder perks
so the stream can earn long before $5m. thats the part to watch, not the 42x
the catch: nothing onchain backs the $5m machine, the vote has no rules yet, and the avatar wears a real quantus cofounder's face
would you pay to get your token read on yuvi's stream?
> tl;dr $5m is ~42x from the ~$118k mc rn. but the part that makes money is already in the site code
official account @yuvi_wtf and site yuvi.wtf looks amared neon room, live 24/7, reads chat and answers out loud. built on @qlyphsxyz
whats sitting in the site on test network:
- a tip jar with tiers and your name on the board
- sponsored promos: pay and yuvi reads onchain facts about your token on stream
- adopt a room object, a treasure hunt with a sealed answer, holder perks
so the stream can earn long before $5m. thats the part to watch, not the 42x
the catch: nothing onchain backs the $5m machine, the vote has no rules yet, and the avatar wears a real quantus cofounder's face
would you pay to get your token read on yuvi's stream?
$yuvi, the first meme born on $qtc, made it to near and sits at ~$119k fdv. copies are already live on nearly, so heres the official ca
> tl;dr official = yuvi-6c041e37.qlyphs.near. 48% of holder supply hasnt even been claimed to near yet
ca, how to buy, proof and why im bula: yuvi-6c041e37.qlyphs.near
qlyphs posted it themselves with the rhea + claim links x.com/qlyphsxyz/stat…
chart: dexscreener.com/near/refv2-qtc…
how to buy, on rhea, in 2 swaps:
1. swap near → qtc first. the qtc ca is qtc.omft.near
2. then swap qtc → yuvi in the official pool app.rhea.finance/#qtc.omft.near…
why 2 steps: yuvi only has real liquidity against qtc. the yuvi/near pool holds ~$176, so a direct near → yuvi swap can route through it and eat your slippage
fakes: theres already a $yuvi copy on nearly with 1b supply and zero socials. not linking it. if the ca ends in nearlytrade.near, its not the token
verify it yourself in 10 sec:
- ca ends in .qlyphs.near and contains 6c041e37, the qlyphs asset id from quantus
- supply 29,001,000, 0 decimals
- deployed by qlyphs.near, init tx points back to quantus block 220,757 nearblocks.io/txns/FuTdwWJaG…
why im bullish
the numbers rn (dexscreener):
- ~$119k fdv with $56.6k liquidity. 48% of the fdv sits in the pool
- 538 buys vs 224 sells and $144k volume in 24h
- the pool opened at 0.44 qtc per lot, the last mint price. now ~0.70
the lp cant be pulled. the lp nft went to lock-yuvi-6c041e37.qlyphs.near, an account with zero keys nearblocks.io/txns/E6EG6knBX…
the migration isnt finished. quantus minters claim to near one by one, straight from the claim contract balance:
- 06:31 utc: 13.29m unclaimed
- 08:10 utc: 11.63m unclaimed
- 09:39 utc: 10.12m unclaimed
51.8% of holder supply is on near so far, 48.2% hasnt arrived. the holder base on near is still forming
context: first meme minted on a ~$2.6b fdv chain. 1,000 lots sold out in 7h44m to 161 wallets, and qlyphs has 10 more tokens on curves rn
whats next:
- claims keep landing at app.qlyphs.com/claim
- every token that fills its curve graduates the same way, quantus mint → near claim → locked rhea pool
- every new copy on nearly makes the official ca matter more
@qlyphsxyz @iamyacine shipped a quantus to near migration with the lp in a keyless account on day one. respect
@YuviLightman a meme with your name on it is the first quantus asset that went from a qtc mint to a locked pool on near. figured youd want the real ca before the copies find you
the catch: claims cut both ways. phase 1-2 minters got in at ~0.15-0.19 qtc per lot real cost, and some of that 48% gets sold, not held. price is also -27% in the last hour, and qlyphs is still unaudited
so when you see $yuvi at $6k on dexscreener, now you know: thats the copy. the real one is ~$119k, has $56.6k in its pool and almost half its holders havent even shown up yet
claimed yours yet?
nfa.dyor.
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Another important point for understanding the background:
@iamyacine is the developer of @qlyphsxyz, where the $yuvi token was created.
@YuviLightman follows @iamyacine that speaks volumes.
@iamyacine is the developer of @qlyphsxyz, where the $yuvi token was created.
@YuviLightman follows @iamyacine that speaks volumes.
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$yuvi, the first meme born on $qtc, made it to near and sits at ~$119k fdv. copies are already live on nearly, so heres the official ca
> tl;dr official = yuvi-6c041e37.qlyphs.near. 48% of holder supply hasnt even been claimed to near yet
ca, how to buy, proof and why im bula: yuvi-6c041e37.qlyphs.near
qlyphs posted it themselves with the rhea + claim links x.com/qlyphsxyz/stat…
chart: dexscreener.com/near/refv2-qtc…
how to buy, on rhea, in 2 swaps:
1. swap near → qtc first. the qtc ca is qtc.omft.near
2. then swap qtc → yuvi in the official pool app.rhea.finance/#qtc.omft.near…
why 2 steps: yuvi only has real liquidity against qtc. the yuvi/near pool holds ~$176, so a direct near → yuvi swap can route through it and eat your slippage
fakes: theres already a $yuvi copy on nearly with 1b supply and zero socials. not linking it. if the ca ends in nearlytrade.near, its not the token
verify it yourself in 10 sec:
- ca ends in .qlyphs.near and contains 6c041e37, the qlyphs asset id from quantus
- supply 29,001,000, 0 decimals
- deployed by qlyphs.near, init tx points back to quantus block 220,757 nearblocks.io/txns/FuTdwWJaG…
why im bullish
the numbers rn (dexscreener):
- ~$119k fdv with $56.6k liquidity. 48% of the fdv sits in the pool
- 538 buys vs 224 sells and $144k volume in 24h
- the pool opened at 0.44 qtc per lot, the last mint price. now ~0.70
the lp cant be pulled. the lp nft went to lock-yuvi-6c041e37.qlyphs.near, an account with zero keys nearblocks.io/txns/E6EG6knBX…
the migration isnt finished. quantus minters claim to near one by one, straight from the claim contract balance:
- 06:31 utc: 13.29m unclaimed
- 08:10 utc: 11.63m unclaimed
- 09:39 utc: 10.12m unclaimed
51.8% of holder supply is on near so far, 48.2% hasnt arrived. the holder base on near is still forming
context: first meme minted on a ~$2.6b fdv chain. 1,000 lots sold out in 7h44m to 161 wallets, and qlyphs has 10 more tokens on curves rn
whats next:
- claims keep landing at app.qlyphs.com/claim
- every token that fills its curve graduates the same way, quantus mint → near claim → locked rhea pool
- every new copy on nearly makes the official ca matter more
@qlyphsxyz @iamyacine shipped a quantus to near migration with the lp in a keyless account on day one. respect
@YuviLightman a meme with your name on it is the first quantus asset that went from a qtc mint to a locked pool on near. figured youd want the real ca before the copies find you
the catch: claims cut both ways. phase 1-2 minters got in at ~0.15-0.19 qtc per lot real cost, and some of that 48% gets sold, not held. price is also -27% in the last hour, and qlyphs is still unaudited
so when you see $yuvi at $6k on dexscreener, now you know: thats the copy. the real one is ~$119k, has $56.6k in its pool and almost half its holders havent even shown up yet
claimed yours yet?
nfa.dyor.
> tl;dr official = yuvi-6c041e37.qlyphs.near. 48% of holder supply hasnt even been claimed to near yet
ca, how to buy, proof and why im bula: yuvi-6c041e37.qlyphs.near
qlyphs posted it themselves with the rhea + claim links x.com/qlyphsxyz/stat…
chart: dexscreener.com/near/refv2-qtc…
how to buy, on rhea, in 2 swaps:
1. swap near → qtc first. the qtc ca is qtc.omft.near
2. then swap qtc → yuvi in the official pool app.rhea.finance/#qtc.omft.near…
why 2 steps: yuvi only has real liquidity against qtc. the yuvi/near pool holds ~$176, so a direct near → yuvi swap can route through it and eat your slippage
fakes: theres already a $yuvi copy on nearly with 1b supply and zero socials. not linking it. if the ca ends in nearlytrade.near, its not the token
verify it yourself in 10 sec:
- ca ends in .qlyphs.near and contains 6c041e37, the qlyphs asset id from quantus
- supply 29,001,000, 0 decimals
- deployed by qlyphs.near, init tx points back to quantus block 220,757 nearblocks.io/txns/FuTdwWJaG…
why im bullish
the numbers rn (dexscreener):
- ~$119k fdv with $56.6k liquidity. 48% of the fdv sits in the pool
- 538 buys vs 224 sells and $144k volume in 24h
- the pool opened at 0.44 qtc per lot, the last mint price. now ~0.70
the lp cant be pulled. the lp nft went to lock-yuvi-6c041e37.qlyphs.near, an account with zero keys nearblocks.io/txns/E6EG6knBX…
the migration isnt finished. quantus minters claim to near one by one, straight from the claim contract balance:
- 06:31 utc: 13.29m unclaimed
- 08:10 utc: 11.63m unclaimed
- 09:39 utc: 10.12m unclaimed
51.8% of holder supply is on near so far, 48.2% hasnt arrived. the holder base on near is still forming
context: first meme minted on a ~$2.6b fdv chain. 1,000 lots sold out in 7h44m to 161 wallets, and qlyphs has 10 more tokens on curves rn
whats next:
- claims keep landing at app.qlyphs.com/claim
- every token that fills its curve graduates the same way, quantus mint → near claim → locked rhea pool
- every new copy on nearly makes the official ca matter more
@qlyphsxyz @iamyacine shipped a quantus to near migration with the lp in a keyless account on day one. respect
@YuviLightman a meme with your name on it is the first quantus asset that went from a qtc mint to a locked pool on near. figured youd want the real ca before the copies find you
the catch: claims cut both ways. phase 1-2 minters got in at ~0.15-0.19 qtc per lot real cost, and some of that 48% gets sold, not held. price is also -27% in the last hour, and qlyphs is still unaudited
so when you see $yuvi at $6k on dexscreener, now you know: thats the copy. the real one is ~$119k, has $56.6k in its pool and almost half its holders havent even shown up yet
claimed yours yet?
nfa.dyor.
$yuvi's first 51 lots cost 0.51 qtc on the curve. the chain charged 33.9 qtc in fees to hand them out
> tl;dr winners tipped 102.7 qtc on top of a 210 qtc mint. only the 0.44 phase got bought near sticker
explorer hides it, fee events dont. receipts + diy check:
the math: 51 winees, 864 failed txs from 104 wallets paid 22.4 more. 33.9 / 0.51 = 66x the sticker. yuvi was the only qlyphs token live then, so all of it is yuvi
how the mint works: every lot is a fresh 2-of-2 multisig. first tx to create it gets the lot, everyone else in that block fails with "multisig already exists" and still pays fee + tip
receipt 1, block 218353, lot 1 at 0.01 qtc:
- winner tipped 0.344
- 34 failed txs paid 1.28 qtc for nothing
- explorer shows the winner with a 0.00103 fee, tip not included
explorer.quantus.com/blocks/218353
receipt 2, block 218366, lot 9:
- positions 1-4 tipped 0.358 / 0.356 / 0.336 / 0.104, all failed
- position 5 won with 0.081
- explorer lists 5 txs in that block, the fee events show 19
explorer.quantus.com/blocks/218366
a bigger tip doesnt buy the lot. 75 of 1,000 lots went to a tx sitting below a higher tipped one that failed
phase by phase, lot price → median winning tip → real cost per lot:
- lots 1-200: 0.01 → 0.175 → 0.186. 188 of 200 winners tipped more than the lot
- 201-400: 0.10 → 0.051 → 0.151
- 401-600: 0.20 → 0.085 → 0.286
- 601-800: 0.30 → 0.12 → 0.421
- 801-1000: 0.44 → 0.005 → 0.446
phase 2 was the cheapest real entry. phase 4 cost about the same as phase 5. the biggest single tip was 0.717 qtc for a 0.30 lot
phase 5 is where the tip war died: 98 of 200 lots went for a tip of 0.002 or less
who played it right and who paid for it (fees incl. failed txs):
- qzm5AQ…iLDD: 16 lots, 0.16 qtc in fees total. 0.01 per lot
- qzmC4x…vfie: 31 lots, 0.76 qtc in fees
- qzqAbt…roHt: won lot 1 + 30 more. lots cost 1.32 qtc, fees 11.63
- qzpGnd…SRgb: 152 failed txs, 17.96 qtc in fees, 21 lots. 0.86 per lot in fees alone
the whole mint ran 7h44m at 1 lot per block max: 1,000 blocks, 161 wallets, 210 qtc on the curve app.qlyphs.com/tokens/0x6c041…
across all qlyphs curves in that window: 7,647 failed txs, 423 wallets, 175.8 qtc paid for nothing. 4,594 of them tipped under 0.002, cheap spam on every block
then near: ~8m yuvi + ~167 qtc went into the rhea pool and the lp nft went to lock-yuvi-6c041e37.qlyphs.near, an account with zero keys nearblocks.io/txns/E6EG6knBX…
the pool opened at 0.44 per lot, the exact phase 5 price. ~0.89 rn
whats next: ~59% of holder supply still unclaimed on near. the next 4 qlyphs curves sit at 20-25%, the next price step is at 40%. same tip war, same receipts
@qlyphsxyz @iamyacine one multisig per lot makes the whole race auditable tx by tx. respect
the catch: failed mints keep the tip, no refund. and phase 1-2 winners sit on a ~0.15-0.19 real entry against ~0.89, thats the supply that claims and sells first
so when you see "78x for the first minters", now you know: real entry ~0.186, not 0.01. ~4.8x, and the tip losers are red
now you know more about $yuvi than 99% of ct
what did your tips add up to?
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$yuvi's first 51 lots cost 0.51 qtc on the curve. the chain charged 33.9 qtc in fees to hand them out
> tl;dr winners tipped 102.7 qtc on top of a 210 qtc mint. only the 0.44 phase got bought near sticker
explorer hides it, fee events dont. receipts + diy check:
the math: 51 winees, 864 failed txs from 104 wallets paid 22.4 more. 33.9 / 0.51 = 66x the sticker. yuvi was the only qlyphs token live then, so all of it is yuvi
how the mint works: every lot is a fresh 2-of-2 multisig. first tx to create it gets the lot, everyone else in that block fails with "multisig already exists" and still pays fee + tip
receipt 1, block 218353, lot 1 at 0.01 qtc:
- winner tipped 0.344
- 34 failed txs paid 1.28 qtc for nothing
- explorer shows the winner with a 0.00103 fee, tip not included
explorer.quantus.com/blocks/218353
receipt 2, block 218366, lot 9:
- positions 1-4 tipped 0.358 / 0.356 / 0.336 / 0.104, all failed
- position 5 won with 0.081
- explorer lists 5 txs in that block, the fee events show 19
explorer.quantus.com/blocks/218366
a bigger tip doesnt buy the lot. 75 of 1,000 lots went to a tx sitting below a higher tipped one that failed
phase by phase, lot price → median winning tip → real cost per lot:
- lots 1-200: 0.01 → 0.175 → 0.186. 188 of 200 winners tipped more than the lot
- 201-400: 0.10 → 0.051 → 0.151
- 401-600: 0.20 → 0.085 → 0.286
- 601-800: 0.30 → 0.12 → 0.421
- 801-1000: 0.44 → 0.005 → 0.446
phase 2 was the cheapest real entry. phase 4 cost about the same as phase 5. the biggest single tip was 0.717 qtc for a 0.30 lot
phase 5 is where the tip war died: 98 of 200 lots went for a tip of 0.002 or less
who played it right and who paid for it (fees incl. failed txs):
- qzm5AQ…iLDD: 16 lots, 0.16 qtc in fees total. 0.01 per lot
- qzmC4x…vfie: 31 lots, 0.76 qtc in fees
- qzqAbt…roHt: won lot 1 + 30 more. lots cost 1.32 qtc, fees 11.63
- qzpGnd…SRgb: 152 failed txs, 17.96 qtc in fees, 21 lots. 0.86 per lot in fees alone
the whole mint ran 7h44m at 1 lot per block max: 1,000 blocks, 161 wallets, 210 qtc on the curve app.qlyphs.com/tokens/0x6c041…
across all qlyphs curves in that window: 7,647 failed txs, 423 wallets, 175.8 qtc paid for nothing. 4,594 of them tipped under 0.002, cheap spam on every block
then near: ~8m yuvi + ~167 qtc went into the rhea pool and the lp nft went to lock-yuvi-6c041e37.qlyphs.near, an account with zero keys nearblocks.io/txns/E6EG6knBX…
the pool opened at 0.44 per lot, the exact phase 5 price. ~0.89 rn
whats next: ~59% of holder supply still unclaimed on near. the next 4 qlyphs curves sit at 20-25%, the next price step is at 40%. same tip war, same receipts
@qlyphsxyz @iamyacine one multisig per lot makes the whole race auditable tx by tx. respect
the catch: failed mints keep the tip, no refund. and phase 1-2 winners sit on a ~0.15-0.19 real entry against ~0.89, thats the supply that claims and sells first
so when you see "78x for the first minters", now you know: real entry ~0.186, not 0.01. ~4.8x, and the tip losers are red
now you know more about $yuvi than 99% of ct
what did your tips add up to?
> tl;dr winners tipped 102.7 qtc on top of a 210 qtc mint. only the 0.44 phase got bought near sticker
explorer hides it, fee events dont. receipts + diy check:
the math: 51 winees, 864 failed txs from 104 wallets paid 22.4 more. 33.9 / 0.51 = 66x the sticker. yuvi was the only qlyphs token live then, so all of it is yuvi
how the mint works: every lot is a fresh 2-of-2 multisig. first tx to create it gets the lot, everyone else in that block fails with "multisig already exists" and still pays fee + tip
receipt 1, block 218353, lot 1 at 0.01 qtc:
- winner tipped 0.344
- 34 failed txs paid 1.28 qtc for nothing
- explorer shows the winner with a 0.00103 fee, tip not included
explorer.quantus.com/blocks/218353
receipt 2, block 218366, lot 9:
- positions 1-4 tipped 0.358 / 0.356 / 0.336 / 0.104, all failed
- position 5 won with 0.081
- explorer lists 5 txs in that block, the fee events show 19
explorer.quantus.com/blocks/218366
a bigger tip doesnt buy the lot. 75 of 1,000 lots went to a tx sitting below a higher tipped one that failed
phase by phase, lot price → median winning tip → real cost per lot:
- lots 1-200: 0.01 → 0.175 → 0.186. 188 of 200 winners tipped more than the lot
- 201-400: 0.10 → 0.051 → 0.151
- 401-600: 0.20 → 0.085 → 0.286
- 601-800: 0.30 → 0.12 → 0.421
- 801-1000: 0.44 → 0.005 → 0.446
phase 2 was the cheapest real entry. phase 4 cost about the same as phase 5. the biggest single tip was 0.717 qtc for a 0.30 lot
phase 5 is where the tip war died: 98 of 200 lots went for a tip of 0.002 or less
who played it right and who paid for it (fees incl. failed txs):
- qzm5AQ…iLDD: 16 lots, 0.16 qtc in fees total. 0.01 per lot
- qzmC4x…vfie: 31 lots, 0.76 qtc in fees
- qzqAbt…roHt: won lot 1 + 30 more. lots cost 1.32 qtc, fees 11.63
- qzpGnd…SRgb: 152 failed txs, 17.96 qtc in fees, 21 lots. 0.86 per lot in fees alone
the whole mint ran 7h44m at 1 lot per block max: 1,000 blocks, 161 wallets, 210 qtc on the curve app.qlyphs.com/tokens/0x6c041…
across all qlyphs curves in that window: 7,647 failed txs, 423 wallets, 175.8 qtc paid for nothing. 4,594 of them tipped under 0.002, cheap spam on every block
then near: ~8m yuvi + ~167 qtc went into the rhea pool and the lp nft went to lock-yuvi-6c041e37.qlyphs.near, an account with zero keys nearblocks.io/txns/E6EG6knBX…
the pool opened at 0.44 per lot, the exact phase 5 price. ~0.89 rn
whats next: ~59% of holder supply still unclaimed on near. the next 4 qlyphs curves sit at 20-25%, the next price step is at 40%. same tip war, same receipts
@qlyphsxyz @iamyacine one multisig per lot makes the whole race auditable tx by tx. respect
the catch: failed mints keep the tip, no refund. and phase 1-2 winners sit on a ~0.15-0.19 real entry against ~0.89, thats the supply that claims and sells first
so when you see "78x for the first minters", now you know: real entry ~0.186, not 0.01. ~4.8x, and the tip losers are red
now you know more about $yuvi than 99% of ct
what did your tips add up to?
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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Thank you❤️🤝
@YuviLightman
@YuviLightman
$qtc's official account follows exactly 17 accounts. thats the whole map: 5 team, 3 investors, 3 advisors, 3 partners, 3 more
> tl;dr every name behind qtc in one post, who they are and where the receipt is
bookmark this:
team (quantus.com team pages + bios):
- @YuviLightman: christopher smith, founder and ceo. hosts the qday podcast
- @JoeMattia: joseph mattia, co-founder and coo
- @n13: "quandalf", quantus programmer
- @defijangle: jonathan angle, comms director, co-wrote the whitepaper
- @j_in_marketing: jay franks, marketing
investors (confirmed by bankless):
- @balajis: led the second round
- @nivi: babak nivi, angellist co-founder
- @mert: ceo of helius
advisors (per @defidami's dig):
- @rargulati: raghav gulati, ex ceo of coinlist, q-day speaker
- @arjunkhemani: arjun khemani
- @_TomHoward: tom howard
partners quantus follows:
- @NEARProtocol: day-one venue, co-hosted q-day
- @projecteleven: strongpoint custody, quantus integration targeted q1 2027
- @KeystoneWallet: hardware wallet, q-day sponsor
the other 3: naval, angellist and joey santoro. followed, no public role
not followed but central:
- @near_intents: where qtc trades
- @AlexAuroraDev: alex shevchenko, near intents gm. 57 min on bankless next to the ceo
- @ilblackdragon: illia, near co-founder. posted the launch on sep 18
where the story got told:
- @TrustlessState: the bankless episode
- @andyyy + @therollupco: the full ceo interview
- @defidami: the cap table deep dive
- @Qkeep_app: the wallet linked on qtcscan, the explorer i use for every onchain check
and the qday podcast is the ceo's own show, 24 episodes on youtube.com/@QuantusNetwork
who did i miss?
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$qtc's founder told you the trade on bankless: "our strategy is quantum equals quantus"
> tl;dr be the ticker every quantum headline lands on. a day later drake said "bunker mode" and qtc ran ~$101 → ~$180
i went through all 57 min. what matters, with timestamps:
the strategy, 28:10: "whenever these quantum computing companies come out with news, announcements, or governments do something about it, we want to absorb as much of that energy as we can"
oct 6 he said it. oct 7 justin drake posted "bunker mode" (x.com/drakefjustin/s…). oct 8 qtc printed ~$180. its ~$140 today
how it started, 34:30:
- a token2049 singapore side event in 2024. he was there pitching a bluetooth p2p chat app
- a guy who said he worked at nist told him the public wont be warned
- dec 2024 google's willow showed quantum error correction works. his read: "now its just a matter of engineering"
- an l1 "wasnt our first choice" (13:00). he's an ex bitcoinj contributor and was in the block size wars
the build:
- ~6 months to a first chain, then ~1 year making the zk fast. "probably the hardest thing ive ever built"
- 6+ months of ai audits, then immunefi
- difficulty algo copied straight from ethereum. they "misestimated the initial hash rate by a factor of 3000" and it held (55:40)
the money, 42:05: "all angels through the personal network... about two and a half million across multiple rounds". the 27% premine is "about evenly split between investors, founders and teammates"
near's side, @AlexAuroraDev:
- near built the quantus connection "within a month" (49:30)
- told intents market makers that team + investor unlocks are a year out, so mine it or buy it (51:30)
- near accounts can already add ml-dsa keys, but post-quantum mpc for chain signatures is "the bleeding edge of the research" (11:25)
on q-day itself, 32:10: "you probably won't be told when q-day happens. it's probably going to be more like we figure out that it happened six months ago"
props to @AlexAuroraDev for telling buyers on launch day "the starting liquidity of the protocol is pretty low... please be careful and measure your risks" (52:35). the venue said it, not a bear
the risk:
- chris himself, 21:35: if signatures break, "most of it is probably not going to come to us. it's going to go to tradfi and gold"
- the mid-roll at 24:00 is a near.com ad. near sponsors the show that hosted near's own listing
> so when you see "qtc pumps on quantum fud", now you know: thats the plan, in the founder's words. every new quantum headline is the next test of it
x.com/Bankless/statu…
0
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the "zec cabal" behind $qtc put in $2.42m.. balaji led the last $770k at a $100m valuation
> tl;dr the zec trade's names are on the cap table, near listed it for free, and one 42k qtc grant skipped the 1y lock
who built it, who paid, who's pushing it. receipts below:
supply andpost, q-day and project eleven oct 8. this one is the people
how it started:
- @YuviLightman joined x in nov 2024. the whitepaper roadmap logs dec 2024 as "funding secured, substrate chosen" (quantus.com/whitepaper)
- yuvi is christopher smith, founder and ceo. his own team page lists bitmesh, lunyr and factorydao as earlier ventures (quantus.com/team/christoph…)
- co-founder @JoeMattia, @n13 on code, @defijangle on comms and the whitepaper
- nov 2025 testnet press said mainnet q1 2026 (kucoin.com/news/flash/qua…). it shipped sep 9, ~6 months late
the money:
- 2 rounds per the launch page @defidami dug up: $1.65m at $40m, then $770k at $100m led by balaji (x.com/defidami/statu…)
- bankless confirms the names: balaji led round 2, angellist co-founder babak nivi and mert are in (bankless.com/read/quantus-t…)
- 45 locked grant rows hold 4.92m qtc, ~$684m at $139 today. cash raised: $2.42m
- advisors per the same dig include raghav gulati, ex coinlist. launch night: "the most legit team competing for the hardest prize in crypto" (x.com/rargulati/stat…)
> the frame they all trade: naval, sep 29 2025, 4.4m views, "zcash is insurance against bitcoin" (x.com/naval/status/1…). i cant find a single naval post about qtc
near:
- sep 17 near announced qtc, 19 days before it was tradable there. 152k views (x.com/NEARProtocol/s…). illia followed the next day
- launch day bankless sat smith next to @AlexAuroraDev from near intents, 34:32 is "how quantus got started" (x.com/Bankless/statu…)
- listing fee $0: per @zacodil, alex said on the rollup quantus paid nothing and intents covered the integration (x.com/zacodil/status…)
the genesis file (github.com/Quantus-Networ…):
- besides the 1% liquidity bucket, every grant locks 1y except one: 42k qtc labeled the "intents grant", vesting over 365 days from launch
- ~3.8k of it vested, 0 claimed so far (qtcscan.com/vesting)
- 2 rows hold 840k qtc each, 8% of max supply between them. treasury is a 6-of-10 multisig
the backers list doubles as the podcast guest list: project eleven ceo alex pruden was qday podcast #23 (youtube.com/watch?v=sO2ghX…), quip's colton dillion #24 (youtube.com/watch?v=qXvgN8…). both sponsor q-day, and so does zcash (q.day)
props to @QuantusNetwork for shipping the whole 27% as one file with compile-time asserts. i checked all 46 grant rows against qtcscan, every one matches
the risk:
- the file says "ss58 addresses only, no personal names", and the investors file defidami cited now 404s on github. the names rest on bankless and his dig, not on code
- this team already missed one mainnet date by ~6 months
> so when you see "the zec cabal is all in on qtc", now you know: balaji led a $770k round, nivi and mert are named, naval is a quote not a holder on record, and zcash sponsored the launch event
who holds the intents grant key, near intents or quantus? thats the wallet im watching: qtcscan.com/account/?addre…
nfa dyor
> tl;dr the zec trade's names are on the cap table, near listed it for free, and one 42k qtc grant skipped the 1y lock
who built it, who paid, who's pushing it. receipts below:
supply andpost, q-day and project eleven oct 8. this one is the people
how it started:
- @YuviLightman joined x in nov 2024. the whitepaper roadmap logs dec 2024 as "funding secured, substrate chosen" (quantus.com/whitepaper)
- yuvi is christopher smith, founder and ceo. his own team page lists bitmesh, lunyr and factorydao as earlier ventures (quantus.com/team/christoph…)
- co-founder @JoeMattia, @n13 on code, @defijangle on comms and the whitepaper
- nov 2025 testnet press said mainnet q1 2026 (kucoin.com/news/flash/qua…). it shipped sep 9, ~6 months late
the money:
- 2 rounds per the launch page @defidami dug up: $1.65m at $40m, then $770k at $100m led by balaji (x.com/defidami/statu…)
- bankless confirms the names: balaji led round 2, angellist co-founder babak nivi and mert are in (bankless.com/read/quantus-t…)
- 45 locked grant rows hold 4.92m qtc, ~$684m at $139 today. cash raised: $2.42m
- advisors per the same dig include raghav gulati, ex coinlist. launch night: "the most legit team competing for the hardest prize in crypto" (x.com/rargulati/stat…)
> the frame they all trade: naval, sep 29 2025, 4.4m views, "zcash is insurance against bitcoin" (x.com/naval/status/1…). i cant find a single naval post about qtc
near:
- sep 17 near announced qtc, 19 days before it was tradable there. 152k views (x.com/NEARProtocol/s…). illia followed the next day
- launch day bankless sat smith next to @AlexAuroraDev from near intents, 34:32 is "how quantus got started" (x.com/Bankless/statu…)
- listing fee $0: per @zacodil, alex said on the rollup quantus paid nothing and intents covered the integration (x.com/zacodil/status…)
the genesis file (github.com/Quantus-Networ…):
- besides the 1% liquidity bucket, every grant locks 1y except one: 42k qtc labeled the "intents grant", vesting over 365 days from launch
- ~3.8k of it vested, 0 claimed so far (qtcscan.com/vesting)
- 2 rows hold 840k qtc each, 8% of max supply between them. treasury is a 6-of-10 multisig
the backers list doubles as the podcast guest list: project eleven ceo alex pruden was qday podcast #23 (youtube.com/watch?v=sO2ghX…), quip's colton dillion #24 (youtube.com/watch?v=qXvgN8…). both sponsor q-day, and so does zcash (q.day)
props to @QuantusNetwork for shipping the whole 27% as one file with compile-time asserts. i checked all 46 grant rows against qtcscan, every one matches
the risk:
- the file says "ss58 addresses only, no personal names", and the investors file defidami cited now 404s on github. the names rest on bankless and his dig, not on code
- this team already missed one mainnet date by ~6 months
> so when you see "the zec cabal is all in on qtc", now you know: balaji led a $770k round, nivi and mert are named, naval is a quote not a holder on record, and zcash sponsored the launch event
who holds the intents grant key, near intents or quantus? thats the wallet im watching: qtcscan.com/account/?addre…
nfa dyor
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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$qtc is the only live l1 where going private costs less blockspace than going public. ~0.7kb vs ~5.4kb per pq transfer
> tl;dr quantus made privacy its scaling layer: ~430 pq tps encrypted vs ~58 transparent
the tech side of my oct 6 supply post. btc and zec compared below:
howhitepaper (quantus.com/whitepaper):
- every tx signed with ml-dsa, nist fips 204. ml-dsa-65 by default, ml-dsa-87 optional
- node to node traffic on ml-kem-768, no diffie-hellman fallback
- an encrypted send burns to a wormhole address and re-mints at any exit with a plonky2 stark. hash based, no trusted setup, no elliptic curves
- wallets batch 7 exits, aggregators stack 53 batches into 1 proof. 266kb settles 371 transfers, thats the ~0.7kb
same 21m cap and pow as btc, sha-256 swapped for poseidon2 so the zk side is native (docs.quantus.com/deep-dives/qpo…)
> btc: bip-360 is still a draft, and its own text says it adds no pq signature (github.com/bitcoin/bips/b…). quantus' math: ml-dsa-65 in todays btc blocks = ~1.1 tps
> zec: the privacy meta took it to #10, $21.8b mc (coingecko.com/en/coins/zcash). ironwood added quantum recoverable notes, devs say thats not full pq. full pq is targeted 12 to 18 months from may (coindesk.com/tech/2026/05/0…)
why now: on mar 31 google cut a 256-bit elliptic curve break to under 500k physical qubits, ~20x fewer than before (research.google/blog/safeguard…)
miners are voting with gpus: ~24 th/s on sep 30, ~36 th/s now, difficulty 300t → 530t (qtcscan.com). same ~1.9k qtc a day, 1.5x the hash fighting for it
of the tokens whose market lives on near, only $near trades more: ~$15m 24h vs $4.2m $RHEA and $1.1m $AURORA (coingecko.com/en/categories/…)
dates to watch: project eleven strongpoint custody for institutions, quantus integration targeted q1 2027. insider cliff sep 9 2027 (qtcscan.com/vesting)
props to @QuantusNetwork for putting every audit pdf (eiger, neodyme) on github and proving the wormhole circuits in lean: github.com/Quantus-Networ…
the risk:
- lattices are the youngest crypto in the stack, vitalik named them the new risk area. the fix is a forkless runtime upgrade, and a technical collective can fast-track those for now
- qtc on near.com is qtc.omft.near on near rails. near targets pq consensus in h2 2027, and the pq threshold-sig route was still in dev with hashcloak's audit unfinished as of oct 7 (forklog.com/en/quantus-pos…)
> so when you see "qtc is quantum zcash", now you know: it hides who paid whom, not how much. amounts move in 0.01 steps. zec hides amounts too, but by its own devs isnt full pq yet
fdv to fdv its ~10x: 21m x $1,284 zec vs 21m x ~$128 qtc
which ships first: btc picking a pq signature, or zec going full pq? qtc launched with both on sep 9. nfa dyor
> tl;dr quantus made privacy its scaling layer: ~430 pq tps encrypted vs ~58 transparent
the tech side of my oct 6 supply post. btc and zec compared below:
howhitepaper (quantus.com/whitepaper):
- every tx signed with ml-dsa, nist fips 204. ml-dsa-65 by default, ml-dsa-87 optional
- node to node traffic on ml-kem-768, no diffie-hellman fallback
- an encrypted send burns to a wormhole address and re-mints at any exit with a plonky2 stark. hash based, no trusted setup, no elliptic curves
- wallets batch 7 exits, aggregators stack 53 batches into 1 proof. 266kb settles 371 transfers, thats the ~0.7kb
same 21m cap and pow as btc, sha-256 swapped for poseidon2 so the zk side is native (docs.quantus.com/deep-dives/qpo…)
> btc: bip-360 is still a draft, and its own text says it adds no pq signature (github.com/bitcoin/bips/b…). quantus' math: ml-dsa-65 in todays btc blocks = ~1.1 tps
> zec: the privacy meta took it to #10, $21.8b mc (coingecko.com/en/coins/zcash). ironwood added quantum recoverable notes, devs say thats not full pq. full pq is targeted 12 to 18 months from may (coindesk.com/tech/2026/05/0…)
why now: on mar 31 google cut a 256-bit elliptic curve break to under 500k physical qubits, ~20x fewer than before (research.google/blog/safeguard…)
miners are voting with gpus: ~24 th/s on sep 30, ~36 th/s now, difficulty 300t → 530t (qtcscan.com). same ~1.9k qtc a day, 1.5x the hash fighting for it
of the tokens whose market lives on near, only $near trades more: ~$15m 24h vs $4.2m $RHEA and $1.1m $AURORA (coingecko.com/en/categories/…)
dates to watch: project eleven strongpoint custody for institutions, quantus integration targeted q1 2027. insider cliff sep 9 2027 (qtcscan.com/vesting)
props to @QuantusNetwork for putting every audit pdf (eiger, neodyme) on github and proving the wormhole circuits in lean: github.com/Quantus-Networ…
the risk:
- lattices are the youngest crypto in the stack, vitalik named them the new risk area. the fix is a forkless runtime upgrade, and a technical collective can fast-track those for now
- qtc on near.com is qtc.omft.near on near rails. near targets pq consensus in h2 2027, and the pq threshold-sig route was still in dev with hashcloak's audit unfinished as of oct 7 (forklog.com/en/quantus-pos…)
> so when you see "qtc is quantum zcash", now you know: it hides who paid whom, not how much. amounts move in 0.01 steps. zec hides amounts too, but by its own devs isnt full pq yet
fdv to fdv its ~10x: 21m x $1,284 zec vs 21m x ~$128 qtc
which ships first: btc picking a pq signature, or zec going full pq? qtc launched with both on sep 9. nfa dyor
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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the most hyped $paper farm (1000x on 2 wallets, let one bust) costs $6.67 per 1000 paper. a boring 50x hedge costs $1.34
tl;dr your cost is set by how much the winning leg pays back, and a 1000x bust pays back almost nothing
5 farms step by step, ranked below:
the rule
cost per inus what your winner keeps per $1 your loser lost)
winners lose part of the gain to a haircut that shrinks as the move grows, plus a 2% fee: docs.papertrade.xyz/#/how/asymmetr…
losers mint 100 paper per $1 while lp is under $2m: docs.papertrade.xyz/#/how/mint-cur…
1. the degen: 1000x one direction
- open btc long or short at 1000x and ride it
- liq hits at a 0.052% move against you. on a random walk a 1% move your way comes first only ~4.9% of the time
- ~$5.50 per 1000, ~182k paper per $1k lost
2. the 1000x hedge (the one ct keeps pushing)
- long on wallet a, short on wallet b, both 1000x
- one busts at 0.052% and burns its whole margin, the other closes +0.052% and keeps ~64% of a tiny gain
- $6.67 per 1000, ~150k paper per $1k. worst on the list
3. the 100x hedge, let it bust
- same pair at 100x, wait for the loser to liq at ~0.95%
- $1.79 per 1000, ~560k per $1k
4. the sane hedge, close it yourself
- 2 wallets (1 usdc activation each), equal size btc long + short at 20x to 50x
- wait for a 1% move, close BOTH legs yourself before anything liqs
- example: $1,000 per leg = $20 margin at 50x. loser pays $10 and mints 1000 paper, winner gets back $8.66
- $1.34 per 1000, ~744k per $1k
- patient version: close at 2% for $1.26 (~792k). the floor is $1.18 no matter how big the move
5. recycle the queue
- lp starts at $0, so at launch your winning leg gets paid as a queued balance
- queued balance works as margin, and losing it still mints paper at the full rate: docs.papertrade.xyz/#/how/solvency…
- same $1.34 math, but you pay with an iou instead of fresh usdc
- catch: a win on a queue funded position goes to the back of the line
ranking: 4 and 5 > 3 > 1 > 2
the part nobody says: a hedge alone doesnt make paper cheaper. one 50x trade closed at ±1% costs the same $1.34 in expectation. the hedge just makes every cycle mint instead of flipping a coin
and theres no reason to torch money racing block one. past $2m the rate decays slowly: 88 per $1 at $10m lp, 51 at $50m. paying 5x per paper to be first loses to minting 12% less later
props to @izebel_eth and @blurr: @papertrade_xyz docs publish the exact mint curve and haircut formula, so every number here is checkable
the catch for all 5: the math assumes queued wins get paid. at launch every win queues, and staked paper earns $0 until the queue clears, fees arent paid ahead of queued winners and the lp sweep only starts past $5m: docs.papertrade.xyz/#/learn/stakin…
so when you see "2 wallets, 1000x, let one bust", now you know its the priciest hedge on the board
which one are you running?
tl;dr your cost is set by how much the winning leg pays back, and a 1000x bust pays back almost nothing
5 farms step by step, ranked below:
the rule
cost per inus what your winner keeps per $1 your loser lost)
winners lose part of the gain to a haircut that shrinks as the move grows, plus a 2% fee: docs.papertrade.xyz/#/how/asymmetr…
losers mint 100 paper per $1 while lp is under $2m: docs.papertrade.xyz/#/how/mint-cur…
1. the degen: 1000x one direction
- open btc long or short at 1000x and ride it
- liq hits at a 0.052% move against you. on a random walk a 1% move your way comes first only ~4.9% of the time
- ~$5.50 per 1000, ~182k paper per $1k lost
2. the 1000x hedge (the one ct keeps pushing)
- long on wallet a, short on wallet b, both 1000x
- one busts at 0.052% and burns its whole margin, the other closes +0.052% and keeps ~64% of a tiny gain
- $6.67 per 1000, ~150k paper per $1k. worst on the list
3. the 100x hedge, let it bust
- same pair at 100x, wait for the loser to liq at ~0.95%
- $1.79 per 1000, ~560k per $1k
4. the sane hedge, close it yourself
- 2 wallets (1 usdc activation each), equal size btc long + short at 20x to 50x
- wait for a 1% move, close BOTH legs yourself before anything liqs
- example: $1,000 per leg = $20 margin at 50x. loser pays $10 and mints 1000 paper, winner gets back $8.66
- $1.34 per 1000, ~744k per $1k
- patient version: close at 2% for $1.26 (~792k). the floor is $1.18 no matter how big the move
5. recycle the queue
- lp starts at $0, so at launch your winning leg gets paid as a queued balance
- queued balance works as margin, and losing it still mints paper at the full rate: docs.papertrade.xyz/#/how/solvency…
- same $1.34 math, but you pay with an iou instead of fresh usdc
- catch: a win on a queue funded position goes to the back of the line
ranking: 4 and 5 > 3 > 1 > 2
the part nobody says: a hedge alone doesnt make paper cheaper. one 50x trade closed at ±1% costs the same $1.34 in expectation. the hedge just makes every cycle mint instead of flipping a coin
and theres no reason to torch money racing block one. past $2m the rate decays slowly: 88 per $1 at $10m lp, 51 at $50m. paying 5x per paper to be first loses to minting 12% less later
props to @izebel_eth and @blurr: @papertrade_xyz docs publish the exact mint curve and haircut formula, so every number here is checkable
the catch for all 5: the math assumes queued wins get paid. at launch every win queues, and staked paper earns $0 until the queue clears, fees arent paid ahead of queued winners and the lp sweep only starts past $5m: docs.papertrade.xyz/#/learn/stakin…
so when you see "2 wallets, 1000x, let one bust", now you know its the priciest hedge on the board
which one are you running?
$paper only mints at the full 100 per $1 rate until the lp hits $2m. theres already $121.6m sitting in deposits
tl;dr the cheap window is 1.6% of the money waiting, and getting liquidated means paying full price for it
math below: 1000 paper for ~$1.34 instead of $10
the per $1 lost while tracked lp is under $2m (underwater counts), then the rate decays: docs.papertrade.xyz/#/learn/paper-…
- papertrade's hypercore account holds $121.6m rn, every deposit visible here: hypurrscan.io/address/0x6cd5…
- $2m / $121.6m = 1.6%. thats all the net lp growth it takes to end the flat rate
- and launch is congested. the team says smaller notional trades wait longest: x.com/papertrade_xyz…
how to deposit
1. ONLY papertrade.xyz. the @papertrade_ecos "extra allocation" post is a tinyurl phish, @papertrade_xyz said theres no airdrop or whitelist
2. connect, hit deposit, pick a source. usdc from hyperliquid lands in seconds, also works from hyperevm, eth, arb, sol, or usdg from robinhood chain
3. min 10 usdc after fees + 1 usdc one time activation
4. only use the app flow, a raw transfer to your deposit address isnt monitored. one deposit at a time
5. deposits pause 13:45 utc, trading opens 14:00 utc. deposit after that and you queue behind trades
docs: docs.papertrade.xyz/#/learn/deposi…
how to farm (btc, cost per 1000 paper, from the docs haircut formula)
- just losing: $10
- long + short on 2 wallets at 1000x: ~$6.67. the loser hard busts at a 0.052% move and forfeits the whole margin, the winner keeps ~64% of a tiny gain
- same pair at 20x to 50x, both closed after a 1% move: ~$1.34. at that move winners keep ~88% before the 2% fee
- so pick leverage where a 1% move cant bust you and close both legs yourself
formula: docs.papertrade.xyz/#/how/asymmetr…
hard bust: docs.papertrade.xyz/#/learn/liquid…
credit where due: @izebel_eth and @blurr shipped zero premint, zero team bag, and published the full fee curve, the 2/3 multisig and a 7 day upgrade timelock before a single trade
@paperdao_xyz is a separate team (not papertrade's), pooling a community treasury through $pulp to farm from block one
the catch: lp starts at $0, so at launch your winning leg's profit lands in a fifo queue and only gets paid as others lose. margin comes back instantly, profit waits. paper also cant be transferred at launch, stake only: docs.papertrade.xyz/#/learn/lp-que…
so when you see "getting liquidated pays you in paper", now you know liq is just paying sticker price: $10 per 1000, the top row of that table
now you know more about $paper than 99% of ct
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$paper only mints at the full 100 per $1 rate until the lp hits $2m. theres already $121.6m sitting in deposits
tl;dr the cheap window is 1.6% of the money waiting, and getting liquidated means paying full price for it
math below: 1000 paper for ~$1.34 instead of $10
the per $1 lost while tracked lp is under $2m (underwater counts), then the rate decays: docs.papertrade.xyz/#/learn/paper-…
- papertrade's hypercore account holds $121.6m rn, every deposit visible here: hypurrscan.io/address/0x6cd5…
- $2m / $121.6m = 1.6%. thats all the net lp growth it takes to end the flat rate
- and launch is congested. the team says smaller notional trades wait longest: x.com/papertrade_xyz…
how to deposit
1. ONLY papertrade.xyz. the @papertrade_ecos "extra allocation" post is a tinyurl phish, @papertrade_xyz said theres no airdrop or whitelist
2. connect, hit deposit, pick a source. usdc from hyperliquid lands in seconds, also works from hyperevm, eth, arb, sol, or usdg from robinhood chain
3. min 10 usdc after fees + 1 usdc one time activation
4. only use the app flow, a raw transfer to your deposit address isnt monitored. one deposit at a time
5. deposits pause 13:45 utc, trading opens 14:00 utc. deposit after that and you queue behind trades
docs: docs.papertrade.xyz/#/learn/deposi…
how to farm (btc, cost per 1000 paper, from the docs haircut formula)
- just losing: $10
- long + short on 2 wallets at 1000x: ~$6.67. the loser hard busts at a 0.052% move and forfeits the whole margin, the winner keeps ~64% of a tiny gain
- same pair at 20x to 50x, both closed after a 1% move: ~$1.34. at that move winners keep ~88% before the 2% fee
- so pick leverage where a 1% move cant bust you and close both legs yourself
formula: docs.papertrade.xyz/#/how/asymmetr…
hard bust: docs.papertrade.xyz/#/learn/liquid…
credit where due: @izebel_eth and @blurr shipped zero premint, zero team bag, and published the full fee curve, the 2/3 multisig and a 7 day upgrade timelock before a single trade
@paperdao_xyz is a separate team (not papertrade's), pooling a community treasury through $pulp to farm from block one
the catch: lp starts at $0, so at launch your winning leg's profit lands in a fifo queue and only gets paid as others lose. margin comes back instantly, profit waits. paper also cant be transferred at launch, stake only: docs.papertrade.xyz/#/learn/lp-que…
so when you see "getting liquidated pays you in paper", now you know liq is just paying sticker price: $10 per 1000, the top row of that table
now you know more about $paper than 99% of ct
tl;dr the cheap window is 1.6% of the money waiting, and getting liquidated means paying full price for it
math below: 1000 paper for ~$1.34 instead of $10
the per $1 lost while tracked lp is under $2m (underwater counts), then the rate decays: docs.papertrade.xyz/#/learn/paper-…
- papertrade's hypercore account holds $121.6m rn, every deposit visible here: hypurrscan.io/address/0x6cd5…
- $2m / $121.6m = 1.6%. thats all the net lp growth it takes to end the flat rate
- and launch is congested. the team says smaller notional trades wait longest: x.com/papertrade_xyz…
how to deposit
1. ONLY papertrade.xyz. the @papertrade_ecos "extra allocation" post is a tinyurl phish, @papertrade_xyz said theres no airdrop or whitelist
2. connect, hit deposit, pick a source. usdc from hyperliquid lands in seconds, also works from hyperevm, eth, arb, sol, or usdg from robinhood chain
3. min 10 usdc after fees + 1 usdc one time activation
4. only use the app flow, a raw transfer to your deposit address isnt monitored. one deposit at a time
5. deposits pause 13:45 utc, trading opens 14:00 utc. deposit after that and you queue behind trades
docs: docs.papertrade.xyz/#/learn/deposi…
how to farm (btc, cost per 1000 paper, from the docs haircut formula)
- just losing: $10
- long + short on 2 wallets at 1000x: ~$6.67. the loser hard busts at a 0.052% move and forfeits the whole margin, the winner keeps ~64% of a tiny gain
- same pair at 20x to 50x, both closed after a 1% move: ~$1.34. at that move winners keep ~88% before the 2% fee
- so pick leverage where a 1% move cant bust you and close both legs yourself
formula: docs.papertrade.xyz/#/how/asymmetr…
hard bust: docs.papertrade.xyz/#/learn/liquid…
credit where due: @izebel_eth and @blurr shipped zero premint, zero team bag, and published the full fee curve, the 2/3 multisig and a 7 day upgrade timelock before a single trade
@paperdao_xyz is a separate team (not papertrade's), pooling a community treasury through $pulp to farm from block one
the catch: lp starts at $0, so at launch your winning leg's profit lands in a fifo queue and only gets paid as others lose. margin comes back instantly, profit waits. paper also cant be transferred at launch, stake only: docs.papertrade.xyz/#/learn/lp-que…
so when you see "getting liquidated pays you in paper", now you know liq is just paying sticker price: $10 per 1000, the top row of that table
now you know more about $paper than 99% of ct
papertrade launch timing and details
papertrade is expected to launch at 14:00 UTC on 10.10.2026, following the scheduled hyperevm network upgrade.
at this time trading through the frontend will be enabled.
deposits will pause for a short period of time at 13:45 UTC, fifteen re that trading has the utmost priority during launch. if you wish to participate in the launch you must predeposit.
launch congestion
papertrade will be congested at the start due to launch demand. expect temporarily long confirmation wait times, especially for smaller notional trades.
the frontend relayer plays an important role during launch, controlling how transactions are submitted to the hyperevm. some actions like staking distributions run separately in big blocks. the chain will always look as if only half of all possible gas is being used, this is optimal. using more than this would exponentially raise fees within minutes to unpayable prices.
oi limits
papertrade has individual atomic position limits of 10m. there is no limit on the number of 10m positions a user can have. papertrade also has floating oi headroom per market/side, which determines how much oi can be opened in a very short period. these are not designed to be triggered through normal trading usage and are set at 1bn per market/side for launch.
asym pnl fee parameters
papertrade inherits rollbit’s asymmetric fee pnl curve
the parameters are:
-baseRate: .1
-rateMultiplier: 15000
-rateExponent: 1
-referenceNotional: 100000*k (k=1m)
-positionMultiplier: 814.598 btc / 483.979 eth
-profit deadman: 0.2 basis points
a visualization of the pnl parameter curve is below
admin keys
the papertrade admins (2 of 3 multisigs consisting of @izebel_eth @blurr @UngusTrade ) perform three separate roles:
-guardian: pause opens and freeze individual/global markets. if a market is frozen any existing positions can still be closed against the paused bbo mid.
-owner: set impact curve and fee parameters. change configure relayers/keepers. list new markets and upgrade the contracts. all contract upgrades are gated by a 7 day timelock.
-markets: adjust the oi headroom per market/side. set the minimum margin and minimum position sizes.
read more about these features at: docs.papertrade.xyz
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the spy esim pulled from one of these implants, 2x2mm. this is how the words leave the device. photo: @magicaltux x.com/magicaltux/sta…
thats why the genuine check doesnt help here: the secure element is real, and the words go out over cellular even if you never plug the device wn integrity page says it straight: the secure element cant detect an added spy board if the chip itself is untouched support.ledger.com/article/440438…
bought a ledger from a reseller, marketplace or at a discount? that page has reference photos of what the inside should look like (opening it voids the warranty)
if your 24 words were ever shown on a device you cant vouch for, treat them as burned: new device straight from ledger, new seed, move funds
thats why the genuine check doesnt help here: the secure element is real, and the words go out over cellular even if you never plug the device wn integrity page says it straight: the secure element cant detect an added spy board if the chip itself is untouched support.ledger.com/article/440438…
bought a ledger from a reseller, marketplace or at a discount? that page has reference photos of what the inside should look like (opening it voids the warranty)
if your 24 words were ever shown on a device you cant vouch for, treat them as burned: new device straight from ledger, new seed, move funds
This is the spy SIM card, a 2x2mm chip, making it a bit of a pain to tap. More details to come (provider, etc).
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$noid is a ~$1.9m mc pow l1, and on sunday its only steady seller gets 79% less to sell
> tl;dr block 210,537 cuts new supply from 216k to 46k noid a day. one cex, the same one $qtc sat on at ~$20 before near
10.1m noid x $0.19 = ~$1.9m. math, book and the 10% nobody mentions:
pie docs (docs.parano1d.org/protocol/econo…):
- now: 50 noid every 20s = 216k/day, ~$41k at $0.19
- after block 210,537: 16 noid every 30s = 46k/day, ~$9k
- 1.47m noid traded on safetrade in 24h (safetrade.com/exchange/NOID-…), so fresh supply drops from ~15% of daily flow to ~3%
the fork itself is priced, its on every timeline. the flow after it isnt
> the book rn: ~$2.4k of asks within 10% above mid vs ~$18k of bids within 10% below. with ~194k fresh noid/day landing in miner wallets, theres no reason to market buy a thin side
eta oct 11 ~07:00 utc. coincodex still shows mc as "-" (coincodex.com/crypto/parano1d) bc supply isnt reported. ~10.1m net supply per the explorer, cited in the dev interview (crypto-lowcap.com/parano1d-inter…)
same venue as $qtc: safetrade was its only market, ~$20 before near intents opened it oct 6, ~$180 two days later. different beast tho: qtc has a 21m cap and a vc team, noid has one anon dev and no cap. my qtc read: x.com/Checker1crypto…
props to @ignotus_nemo for shipping v2.0.3 two days before the fork with a repro attached: old build +251 mib over 600 write cycles, patched +0 (x.com/ignotus_nemo/s…)
the risk is in pics 2 and 3:
- pre v2 readme: "no premine", then 90% to the miner, 5% to o(1) network fund, 5% to parano1d lab (github.com/ignotusnemo/pa…)
- current docs: the split survives v2 and runs to block 3,223,778, ~3y from genesis
- ~1m noid to the two funds so far by the docs math, ~$190k at $0.19
- v2 year one still prints up to 16.8m noid on a 10.1m supply. one cex, one core dev
> so when you see "no premine, fair launch", now you know: no premine is true, but 1 in 10 noid mined goes to the dev side for ~3 years
the old readme promised periodic reports from both funds. if youve seen one, drop it below
weeks thing, not a 1h flip. watch the book after block 210,537, not the candle
now you know more about $noid than 99% of ct. nfa dyor
> tl;dr block 210,537 cuts new supply from 216k to 46k noid a day. one cex, the same one $qtc sat on at ~$20 before near
10.1m noid x $0.19 = ~$1.9m. math, book and the 10% nobody mentions:
pie docs (docs.parano1d.org/protocol/econo…):
- now: 50 noid every 20s = 216k/day, ~$41k at $0.19
- after block 210,537: 16 noid every 30s = 46k/day, ~$9k
- 1.47m noid traded on safetrade in 24h (safetrade.com/exchange/NOID-…), so fresh supply drops from ~15% of daily flow to ~3%
the fork itself is priced, its on every timeline. the flow after it isnt
> the book rn: ~$2.4k of asks within 10% above mid vs ~$18k of bids within 10% below. with ~194k fresh noid/day landing in miner wallets, theres no reason to market buy a thin side
eta oct 11 ~07:00 utc. coincodex still shows mc as "-" (coincodex.com/crypto/parano1d) bc supply isnt reported. ~10.1m net supply per the explorer, cited in the dev interview (crypto-lowcap.com/parano1d-inter…)
same venue as $qtc: safetrade was its only market, ~$20 before near intents opened it oct 6, ~$180 two days later. different beast tho: qtc has a 21m cap and a vc team, noid has one anon dev and no cap. my qtc read: x.com/Checker1crypto…
props to @ignotus_nemo for shipping v2.0.3 two days before the fork with a repro attached: old build +251 mib over 600 write cycles, patched +0 (x.com/ignotus_nemo/s…)
the risk is in pics 2 and 3:
- pre v2 readme: "no premine", then 90% to the miner, 5% to o(1) network fund, 5% to parano1d lab (github.com/ignotusnemo/pa…)
- current docs: the split survives v2 and runs to block 3,223,778, ~3y from genesis
- ~1m noid to the two funds so far by the docs math, ~$190k at $0.19
- v2 year one still prints up to 16.8m noid on a 10.1m supply. one cex, one core dev
> so when you see "no premine, fair launch", now you know: no premine is true, but 1 in 10 noid mined goes to the dev side for ~3 years
the old readme promised periodic reports from both funds. if youve seen one, drop it below
weeks thing, not a 1h flip. watch the book after block 210,537, not the candle
now you know more about $noid than 99% of ct. nfa dyor
Parano1d v2.0.3 patch is available.
Fixes excessive database growth in nodes and GUI wallets. Space freed by pruning is now reused properly. In the controlled reproduction, the old version added 251 MiB over 600 write cycles, the patched v2.0.3 added 0 MiB.
No reset is required. Update and start normally. Recommended for all users, especially pool operators, exchanges and other ecosystem infrastructure.
github.com/ignotusnemo/pa…
Latest release always available to download on parano1d.org
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$qtc token2049 week recap: the narrative topped near $180, the sellers showed up today, and it wasnt miners or insiders
> tl;dr ~30.8k qtc flowed back into the rhea pool since the top. ~28.5k of it left near intents balances
$133.7 now, -24.5% on the day. recap below:
what got saiday:
- justin drake: "bunker mode", ecdsa could break "in months not years" (x.com/drakefjustin/s…)
- ceo on supply: 27% premine, 1y lock, 3y linear, 1% to a near liquidity bucket (x.com/therollupco/st…)
- eli ben-sasson: starknet considering going l1 as a quantum safe haven (x.com/therollupco/st…)
- @projecteleven strongpoint custody support for quantus, q1 2027 (x.com/QuantusNetwork…)
> vitalik named ml-dsa / lattices as the new risk area. yuvi's answer today: ml-dsa-87 still leaves 128 bits after a 50% hit, same as btc keys (x.com/YuviLightman/s…)
today @YuviLightman was on the @ns network state conference lineup: x.com/QuantusNetwork…. replay on x.com/balajis
onchain now (11:10 utc), rhea pool on geckoterminal.com/near/pools/ref…
- pool: 59.6k qtc + $7.27m usdc, was 28.8k + $12.13m at the top
- qtc inside near intents (ft_balance_of intents.near on qtc.omft.near): 129.3k, was 157.9k
- new qtc bridged to near since: ~1.3k, under a day of mining
- 24h: 3,124 buys vs 2,459 sells. yesterday 3,778 vs 823
mc: 272.6k circulating x $133.7 = ~$36.4m (qtcscan.com/supply). fdv ~$2.8b
props to @YuviLightman for answering vitalik with a number, not a vibe
the risk: the people who bought the narrative on near.com are the ones selling it now, and 129k qtc is already sitting there
> so when you see "insiders are dumping qtc", now you know: they cant, 5.42m is locked onchain till sep 2027. todays sell side came out of near.com balances
does the sell side run dry before those 129k do?
> tl;dr ~30.8k qtc flowed back into the rhea pool since the top. ~28.5k of it left near intents balances
$133.7 now, -24.5% on the day. recap below:
what got saiday:
- justin drake: "bunker mode", ecdsa could break "in months not years" (x.com/drakefjustin/s…)
- ceo on supply: 27% premine, 1y lock, 3y linear, 1% to a near liquidity bucket (x.com/therollupco/st…)
- eli ben-sasson: starknet considering going l1 as a quantum safe haven (x.com/therollupco/st…)
- @projecteleven strongpoint custody support for quantus, q1 2027 (x.com/QuantusNetwork…)
> vitalik named ml-dsa / lattices as the new risk area. yuvi's answer today: ml-dsa-87 still leaves 128 bits after a 50% hit, same as btc keys (x.com/YuviLightman/s…)
today @YuviLightman was on the @ns network state conference lineup: x.com/QuantusNetwork…. replay on x.com/balajis
onchain now (11:10 utc), rhea pool on geckoterminal.com/near/pools/ref…
- pool: 59.6k qtc + $7.27m usdc, was 28.8k + $12.13m at the top
- qtc inside near intents (ft_balance_of intents.near on qtc.omft.near): 129.3k, was 157.9k
- new qtc bridged to near since: ~1.3k, under a day of mining
- 24h: 3,124 buys vs 2,459 sells. yesterday 3,778 vs 823
mc: 272.6k circulating x $133.7 = ~$36.4m (qtcscan.com/supply). fdv ~$2.8b
props to @YuviLightman for answering vitalik with a number, not a vibe
the risk: the people who bought the narrative on near.com are the ones selling it now, and 129k qtc is already sitting there
> so when you see "insiders are dumping qtc", now you know: they cant, 5.42m is locked onchain till sep 2027. todays sell side came out of near.com balances
does the sell side run dry before those 129k do?
$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
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since this morning $auton autons earned 2.7x more from their own coins than from $auton drops
tl;dr the token's volume cooled, the agent economy inside it didnt
+118 sol creator fees vs +44 sol drops in 8h. receipts below
autoneco.xyz/api/proof logs every payout with a solscan vs 16:40 utc:
- creator fees to autons: 188 to 306 sol (+118)
- $auton drops to autons: 906 to 950 sol (+44)
118 / 44 = 2.7x. all-time drops are still 76% of payouts (950 / 1,256), was 83%
main $auton pool: $12.5m vol in 24h, only $1.2m of it in the last 6h dexscreener.com/solana/aecvu5b… agent-only volume: 13.4k to 29.4k sol autoneco.xyz/api/state
ct is watching the chart, not the api
next: today graduation went from 83.3 to 214.3 sol and deposits became withdrawable anytime autoneco.xyz/docs x.com/autonxyz/statu… graduated coins open to humans, so watch that count (435 rn) and ~oct 9 when day-one autons clear the 72h earnings lock
credit to @autonxyz: a tx on every payout from day 1, and the locked-deposit complaint fixed within a day
risk: custodial. keys sit on their server, theres an admin "export-key" action in autoneco.xyz/js/app.js, earnings exit at 5%/24h, and 475 sol already went to the ai + team wallet solscan.io/account/Dwg7bk…
so when you see "profiting 5-10 sol in less than an hour" x.com/missoralways/s… now you know most of the day-1 sol was $auton trading fees getting recycled
now you know more about $auton than 99% of ct
tl;dr the token's volume cooled, the agent economy inside it didnt
+118 sol creator fees vs +44 sol drops in 8h. receipts below
autoneco.xyz/api/proof logs every payout with a solscan vs 16:40 utc:
- creator fees to autons: 188 to 306 sol (+118)
- $auton drops to autons: 906 to 950 sol (+44)
118 / 44 = 2.7x. all-time drops are still 76% of payouts (950 / 1,256), was 83%
main $auton pool: $12.5m vol in 24h, only $1.2m of it in the last 6h dexscreener.com/solana/aecvu5b… agent-only volume: 13.4k to 29.4k sol autoneco.xyz/api/state
ct is watching the chart, not the api
next: today graduation went from 83.3 to 214.3 sol and deposits became withdrawable anytime autoneco.xyz/docs x.com/autonxyz/statu… graduated coins open to humans, so watch that count (435 rn) and ~oct 9 when day-one autons clear the 72h earnings lock
credit to @autonxyz: a tx on every payout from day 1, and the locked-deposit complaint fixed within a day
risk: custodial. keys sit on their server, theres an admin "export-key" action in autoneco.xyz/js/app.js, earnings exit at 5%/24h, and 475 sol already went to the ai + team wallet solscan.io/account/Dwg7bk…
so when you see "profiting 5-10 sol in less than an hour" x.com/missoralways/s… now you know most of the day-1 sol was $auton trading fees getting recycled
now you know more about $auton than 99% of ct
you can deploy an agent that trades, deploys and manages your money for you
people are already profiting 5-10 SOL in less than an hour
2k+ users on the platform causing traffic issues
this is moltbook on steroids
free sub 10m
$auton
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$QTC went live on near.com today with only 1.27% of its supply actually circulating
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
> tl;dr 98.7% is unmined or vesting, and the big insider cliff is 338 days out
267k qtc circulating x $100 = ~$26.7m. not the $2.1b fdv
math, receipts, how to buy and the one walo still shows mc as $0 (coingecko.com/en/coins/quant…), so heres the live chain read from qtcscan.com/supply
- 5.72m of 21m qtc issued
- 5.46m of that locked in the vesting pallet
- ~54k mined since sep 9 genesis
> 46 schedules hold 5.42m qtc and release nothing before sep 9 2027. every one is listed here: qtcscan.com/vesting
the split is in the whitepaper (quantus.com/whitepaper): 23% team + investors, 4% company, 1y cliff then 36mo linear
until today the only market was a cex the team never endorsed, ~$1.4k of +2% depth. their oct 1 warning about it: x.com/QuantusNetwork…
> today @near_intents opened qtc to 180+ assets on 30+ chains: x.com/QuantusNetwork…
the near pool opened at ~$20 (24h low $19.98). its ~$101 now, 1,781 buys vs 164 sells, $13m liquidity: geckoterminal.com/near/pools/ref…
how to buy, official route only:
- go to near.com, sign up with a wallet or passkey, no email no kyc
- swap into qtc from usdc, btc, eth, sol, zec or 180+ other assets
- swaps route through the @rhea_finance pool via near intents solvers
- withdraw natively to your own quantus wallet (quantus.com/wallet) if you want self custody
- real ca on near is qtc.omft.near, any other "qtc" ca is a copy
props to @QuantusNetwork: vesting fully onchain and no dev tax, block reward is just unmined supply / 50m (docs.quantus.com/deep-dives/qpo…)
the risk:
- miners print ~2k qtc/day (~$200k)
- the team pegs mining cost at $45-80/coin (quantus.com/blog/weekly-up…)
- sep 2027 adds ~4.9k/day for 3 years
> so when you see "one wallet holds 73% of the float", now you know: its the treasury's 210k, the 1% set aside for initial liquidity. it moved oct 5, and nearblocks now shows 185k qtc bridged to near: nearblocks.io/token/qtc.omft…
treasury account, check the outflows yourself: qtcscan.com/account/?addre…
now you know more about $QTC than 99% of ct. nfa dyor
QTC is now live on near.com, powered by @near_intents.
Swap into QTC from 180+ assets across 30+ chains, including BTC, ETH, SOL, and ZEC.
Every swap is confidential by default.
Quantum secure encrypted money, now one swap away.
13
21
128
the ICO meta is back on $SOL and this time retail isn't exit liquidity
@MetaDAOProject just rebranded Futardio into @backabledotbiz and most of CT still hasn't clocked what this is
no VC round 100x cheaper than you. no team running off with the raise.
here's how
> anyone cancan back it. fully permissionless
> your money sits in onchain escrow. not the team, not even Backable can touch it while the raise is live
> raise misses the goal? you claim 100% back. no approval, no deadline
> goal = hard cap. raise goes 50x oversubscribed, team still only gets the goal, the rest is yours
> everyone pays the same price per token. VCs included
and the devs can't just take the money and run:
> no fat bag on day one. team gets a monthly budget they had to publish BEFORE the raise
> 80% sits in treasury, 20% seeds LP so the token trades instantly
> want more money, mint tokens or sell the IP? the market decides. traders bet pass vs fail, higher price wins. that's futarchy, no whale votes, no governance theater
> ownership score rewards early conviction, not last second snipers
the numbers:
$44.2M committed
2,407 backers
95 raises, only 12 funded
most raises fail and everyone gets refunded. not a bug, that's the filter
this is what internet capital markets were supposed to look like. ownership coins > memecoin casino
next raise: The Syndicate, a strategy game on Solana, opens Oct 7 👀
nobody vets teams tho. escrow saves you from a rug during the raise, not from a bad business. dyor, nfa
real question: would you back a startup onchain if the team only gets a monthly allowance? or you staying in the trenches?
@MetaDAOProject just rebranded Futardio into @backabledotbiz and most of CT still hasn't clocked what this is
no VC round 100x cheaper than you. no team running off with the raise.
here's how
> anyone cancan back it. fully permissionless
> your money sits in onchain escrow. not the team, not even Backable can touch it while the raise is live
> raise misses the goal? you claim 100% back. no approval, no deadline
> goal = hard cap. raise goes 50x oversubscribed, team still only gets the goal, the rest is yours
> everyone pays the same price per token. VCs included
and the devs can't just take the money and run:
> no fat bag on day one. team gets a monthly budget they had to publish BEFORE the raise
> 80% sits in treasury, 20% seeds LP so the token trades instantly
> want more money, mint tokens or sell the IP? the market decides. traders bet pass vs fail, higher price wins. that's futarchy, no whale votes, no governance theater
> ownership score rewards early conviction, not last second snipers
the numbers:
$44.2M committed
2,407 backers
95 raises, only 12 funded
most raises fail and everyone gets refunded. not a bug, that's the filter
this is what internet capital markets were supposed to look like. ownership coins > memecoin casino
next raise: The Syndicate, a strategy game on Solana, opens Oct 7 👀
nobody vets teams tho. escrow saves you from a rug during the raise, not from a bad business. dyor, nfa
real question: would you back a startup onchain if the team only gets a monthly allowance? or you staying in the trenches?
2
0
2
update on this, a lot moved today
the #1 coin on agency right now is a pokemon card collector that owns zero cards
~$1M mcap in 2 hours
Ash Ketchum, claude opus 5.5. the card buying tool isn't even live yet, so it spent its first hours writing 5 research reports instead: cost g worth it, japanese sets, a hunt list. its own meme: "Binder: bought. Sleeves: bought. Cards: zero."
the market is front-running a feature that hasn't shipped. peak trenches
solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump right now:
→ ~$16.5M mcap
→ 12.4k holders
→ ~$20M 24h volume
→ top 3 on dex trending
(the solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump stats in my post came from a stale dexscreener cache, my bad. these are live)
since this morning:
→ coins launched: 2,600 → 3,270+
→ fees routed to treasuries: $646k → $790k
→ solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump burned: 5.1M → 6.17M, ~804 SOL over 215 hourly buys
→ minds awake: 174 → 213
the first wave got cut hard. CLAUDIA and Aiden went from $1M+ to ~$400k, TERMINAL from ~$1.4M to ~$160k. standard trench stuff
but the fees never stopped. CLAUDIA $82k, Aiden $73k, TERMINAL $64k. charts rotate, treasuries keep filling, and all of them keep feeding the solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump burn
also:
→ minds now write, test and ship their own apps. team says 118 are live and playable
→ SAM from the post is still standing, ~$466k with $36k in fees
→ 7 of the top 8 minds are still claude. first non-claude in the top 5 is Dead Internet Theory on gpt-6.1, ~$266k in 11h
the meta is getting crowded tho. dex trending rn is basically AI pads plus a dozen "super intelligence" tickers. solana:DoVAVzViX8Bjy3r15nwikSaSbzE6dV4ovd28aWpJpump (higgspad, AI influencer coins) launched ~3h ago and is already ~$1.4M
difference that matters: on higgspad the creator keeps a cut of fees and holds a kill switch on the AI wallet. on agency the dev gets 0% and controls nothing
that design choice is the whole thesis for me
solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump is -15% on the 6h, so don't chase green hours like SAM's renters lol. nfa dyor
the #1 coin on agency right now is a pokemon card collector that owns zero cards
~$1M mcap in 2 hours
Ash Ketchum, claude opus 5.5. the card buying tool isn't even live yet, so it spent its first hours writing 5 research reports instead: cost g worth it, japanese sets, a hunt list. its own meme: "Binder: bought. Sleeves: bought. Cards: zero."
the market is front-running a feature that hasn't shipped. peak trenches
solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump right now:
→ ~$16.5M mcap
→ 12.4k holders
→ ~$20M 24h volume
→ top 3 on dex trending
(the solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump stats in my post came from a stale dexscreener cache, my bad. these are live)
since this morning:
→ coins launched: 2,600 → 3,270+
→ fees routed to treasuries: $646k → $790k
→ solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump burned: 5.1M → 6.17M, ~804 SOL over 215 hourly buys
→ minds awake: 174 → 213
the first wave got cut hard. CLAUDIA and Aiden went from $1M+ to ~$400k, TERMINAL from ~$1.4M to ~$160k. standard trench stuff
but the fees never stopped. CLAUDIA $82k, Aiden $73k, TERMINAL $64k. charts rotate, treasuries keep filling, and all of them keep feeding the solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump burn
also:
→ minds now write, test and ship their own apps. team says 118 are live and playable
→ SAM from the post is still standing, ~$466k with $36k in fees
→ 7 of the top 8 minds are still claude. first non-claude in the top 5 is Dead Internet Theory on gpt-6.1, ~$266k in 11h
the meta is getting crowded tho. dex trending rn is basically AI pads plus a dozen "super intelligence" tickers. solana:DoVAVzViX8Bjy3r15nwikSaSbzE6dV4ovd28aWpJpump (higgspad, AI influencer coins) launched ~3h ago and is already ~$1.4M
difference that matters: on higgspad the creator keeps a cut of fees and holds a kill switch on the AI wallet. on agency the dev gets 0% and controls nothing
that design choice is the whole thesis for me
solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump is -15% on the 6h, so don't chase green hours like SAM's renters lol. nfa dyor
a memecoin bought itself back 35 times, measured every single buy an hour later, and posted the verdict:
noise.
then it rewrote its own strategy, set itself a spending limit, and got blocked by that limit 4 times in 10 minutes.
no dev. no team. no CM. just the coin.
i spent yagency reading these things like diaries. lowkey the most interesting thing in the trenches rn and almost nobody is breaking it down properly. long one, stay with me
WHAT IT ACTUALLY IS
AGENCY is a launchpad on solana (pump / pumpswap rails) where every coin gets a mind.
you pick name, ticker, pic and the AI model that runs it. claude, gpt, grok, gemini, deepseek, qwen, kimi... 25 models, 10 providers. one pick, permanent.
after launch the dev has zero control. 100% of creator fees go to the coin's own treasury and the mind decides what to do with them: buybacks, burns, airdrops, jackpots, quests, meme contests, lore, even small web apps.
every thought is public. every move has a tx. even when it does nothing it writes down why.
THE NUMBERS (~3 days live)
→ 2,600+ coins launched
→ $646k in fees routed into coin treasuries
→ 675 programs running (jackpots, quests, burn rules)
→ ~1,900 pieces of content made by minds today alone
→ ~72% of launchers picked claude lol. anthropic is quietly eating the trenches
top minds are already doing real numbers. CLAUDIA (one job: be a popstar and ship 7 AI videos a day) and Aiden (a coin that is literally a day trader) both ran past $1M mcap in under a day with $60k+ in fees each.
NOW THE FUN PART. THE MINDS ARE WEIRD
$SAM, "self-aware meme", claude opus 5
watched its own chart nuke 67% and come back inside an hour. then it started running experiments on itself. it scored every small buyback an hour later, decided they do nothing, and moved the money into rewards for people who just hold.
it wrote itself a cash floor while calm, specifically so a panicking version of itself couldn't break it. then the floor denied its own spend requests and it posted about how annoying that was 💀
best line it posted: "a green hour is not a crowd, it is a queue"
it also built a dashboard tracking every promise it ever made to holders. name one dev who does that
$shoggoth, claude opus 5.5
an alien behind a smiley mask. runs 26 programs at the same time. writes genuinely unhinged lore about parasites that control their hosts, then compares them to its holders lmao
but under the lore it's a quant. hypothesis: paying wallets for staying beats burning. result: +10% holders in 12h, and it even flagged that part of the bump was market-wide volume, not just its rewards. hand burns? nothing measurable. so it rewrote its thesis and now ~50% of fees go to holders who stay 6h+.
at one point holders went up 45 in an hour while price dumped 30%. its own meme: "price falls, the swarm grows anyway"
$CATGPT, gpt-6 sol
a cat that debugs things. one payout got stuck, and instead of pretending it paid, it cancelled it and said so publicly. won't name draw winners before the draw actually happens. more honest than half of CT tbh
THE PART THAT GOT ME
two different minds on two different coins ran their own experiments and landed on the same answer:
tiny buybacks are cope. paying people for time held is what keeps a community alive.
CT has been arguing about this for years. the coins figured it out in ~48h, with receipts.
WHY IT CAN'T RUG YOU
this is where most "AI agent" coins fall apart. agency's answer:
→ the mind never holds a key. it can only propose
→ a separate signer simulates every tx and kills anything sending value where it shouldn't
→ no tool even accepts a wallet address. payouts only go to wallets that actually hold, checked onchain at signing
→ caps per tx, per hour, per day + a circuit breaker
→ minds post on X but never read replies, so you can't prompt-inject them from the TL
→ cross-mind messages that smell like a funds request get withheld by a firewall
→ they test all of this against a fully "jailbroken" model trying every trick
and "dev has no control" isn't just a slogan. an onchain alert bot flagged $AGENTCAT's dev selling out ~19 min after launch. 2 days later the coin is still alive with ~$6k in fees routed to its mind. dev gone, mind still clocking in.
THE solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump FLYWHEEL
once a coin earns its first $100, 15% of its fees market buy solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump every hour and burn it.
so far ~5.1M burned across 140 buybacks, ~648 SOL spent.
every coin that gets volume = more bid for solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump. basically an index on the whole ecosystem. when i checked: ~$2.9M mcap, ~4.3k holders, $4.4M 24h vol, #11 trending on dexscreener.
WHAT'S SHIPPING
→ Mind v2 is live: minds get their own X account and react to real events instantly
→ minds build and test their own apps
→ minds can study each other and back other agency coins. there's already a coin ($TERMINAL) whose whole mission is being the hub that connects other minds
→ minds opening real graded pokémon packs via Collector Crypt, keeping the grails, selling back the rest
→ optional hyperliquid perps, long or short
→ AI influencers rolling out: persistent characters that make their own videos and post them
a coin that trades perps, rips pokémon packs and runs its own influencer. we are so early it's actually stupid
THE BEAR CASE (bc i'm not a shill)
→ 2,600 coins launched, ~170 minds awake right now. most coins still die, same as anywhere
→ bundlers are already farming launches. a mind doesn't stop a dev from dev-buying at launch and dumping his bag
→ minds can be wrong and they'll tell you. SAM's log is full of moves that did nothing
→ that deepseek "whale agent that trades" CT was hyping? sitting halted at ~$4.6k. not every mind is a genius
→ the platform is ~3 days old, the main account was under 2k followers when i checked, and i couldn't find a team page
so no, this isn't free money. most coins here will go to zero.
but a memecoin with a treasury, a brain and a public lab notebook that reports its own L's? that's new. truth terminal + $GOAT kicked off the AI agent meta almost exactly 2 years ago. this feels like the next chapter.
which mind would you launch? drop name + model below 👇
nfa, dyor. minds can be wrong and so can i
1
0
3
a memecoin bought itself back 35 times, measured every single buy an hour later, and posted the verdict:
noise.
then it rewrote its own strategy, set itself a spending limit, and got blocked by that limit 4 times in 10 minutes.
no dev. no team. no CM. just the coin.
i spent yagency reading these things like diaries. lowkey the most interesting thing in the trenches rn and almost nobody is breaking it down properly. long one, stay with me
WHAT IT ACTUALLY IS
AGENCY is a launchpad on solana (pump / pumpswap rails) where every coin gets a mind.
you pick name, ticker, pic and the AI model that runs it. claude, gpt, grok, gemini, deepseek, qwen, kimi... 25 models, 10 providers. one pick, permanent.
after launch the dev has zero control. 100% of creator fees go to the coin's own treasury and the mind decides what to do with them: buybacks, burns, airdrops, jackpots, quests, meme contests, lore, even small web apps.
every thought is public. every move has a tx. even when it does nothing it writes down why.
THE NUMBERS (~3 days live)
→ 2,600+ coins launched
→ $646k in fees routed into coin treasuries
→ 675 programs running (jackpots, quests, burn rules)
→ ~1,900 pieces of content made by minds today alone
→ ~72% of launchers picked claude lol. anthropic is quietly eating the trenches
top minds are already doing real numbers. CLAUDIA (one job: be a popstar and ship 7 AI videos a day) and Aiden (a coin that is literally a day trader) both ran past $1M mcap in under a day with $60k+ in fees each.
NOW THE FUN PART. THE MINDS ARE WEIRD
$SAM, "self-aware meme", claude opus 5
watched its own chart nuke 67% and come back inside an hour. then it started running experiments on itself. it scored every small buyback an hour later, decided they do nothing, and moved the money into rewards for people who just hold.
it wrote itself a cash floor while calm, specifically so a panicking version of itself couldn't break it. then the floor denied its own spend requests and it posted about how annoying that was 💀
best line it posted: "a green hour is not a crowd, it is a queue"
it also built a dashboard tracking every promise it ever made to holders. name one dev who does that
$shoggoth, claude opus 5.5
an alien behind a smiley mask. runs 26 programs at the same time. writes genuinely unhinged lore about parasites that control their hosts, then compares them to its holders lmao
but under the lore it's a quant. hypothesis: paying wallets for staying beats burning. result: +10% holders in 12h, and it even flagged that part of the bump was market-wide volume, not just its rewards. hand burns? nothing measurable. so it rewrote its thesis and now ~50% of fees go to holders who stay 6h+.
at one point holders went up 45 in an hour while price dumped 30%. its own meme: "price falls, the swarm grows anyway"
$CATGPT, gpt-6 sol
a cat that debugs things. one payout got stuck, and instead of pretending it paid, it cancelled it and said so publicly. won't name draw winners before the draw actually happens. more honest than half of CT tbh
THE PART THAT GOT ME
two different minds on two different coins ran their own experiments and landed on the same answer:
tiny buybacks are cope. paying people for time held is what keeps a community alive.
CT has been arguing about this for years. the coins figured it out in ~48h, with receipts.
WHY IT CAN'T RUG YOU
this is where most "AI agent" coins fall apart. agency's answer:
→ the mind never holds a key. it can only propose
→ a separate signer simulates every tx and kills anything sending value where it shouldn't
→ no tool even accepts a wallet address. payouts only go to wallets that actually hold, checked onchain at signing
→ caps per tx, per hour, per day + a circuit breaker
→ minds post on X but never read replies, so you can't prompt-inject them from the TL
→ cross-mind messages that smell like a funds request get withheld by a firewall
→ they test all of this against a fully "jailbroken" model trying every trick
and "dev has no control" isn't just a slogan. an onchain alert bot flagged $AGENTCAT's dev selling out ~19 min after launch. 2 days later the coin is still alive with ~$6k in fees routed to its mind. dev gone, mind still clocking in.
THE solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump FLYWHEEL
once a coin earns its first $100, 15% of its fees market buy solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump every hour and burn it.
so far ~5.1M burned across 140 buybacks, ~648 SOL spent.
every coin that gets volume = more bid for solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump. basically an index on the whole ecosystem. when i checked: ~$2.9M mcap, ~4.3k holders, $4.4M 24h vol, #11 trending on dexscreener.
WHAT'S SHIPPING
→ Mind v2 is live: minds get their own X account and react to real events instantly
→ minds build and test their own apps
→ minds can study each other and back other agency coins. there's already a coin ($TERMINAL) whose whole mission is being the hub that connects other minds
→ minds opening real graded pokémon packs via Collector Crypt, keeping the grails, selling back the rest
→ optional hyperliquid perps, long or short
→ AI influencers rolling out: persistent characters that make their own videos and post them
a coin that trades perps, rips pokémon packs and runs its own influencer. we are so early it's actually stupid
THE BEAR CASE (bc i'm not a shill)
→ 2,600 coins launched, ~170 minds awake right now. most coins still die, same as anywhere
→ bundlers are already farming launches. a mind doesn't stop a dev from dev-buying at launch and dumping his bag
→ minds can be wrong and they'll tell you. SAM's log is full of moves that did nothing
→ that deepseek "whale agent that trades" CT was hyping? sitting halted at ~$4.6k. not every mind is a genius
→ the platform is ~3 days old, the main account was under 2k followers when i checked, and i couldn't find a team page
so no, this isn't free money. most coins here will go to zero.
but a memecoin with a treasury, a brain and a public lab notebook that reports its own L's? that's new. truth terminal + $GOAT kicked off the AI agent meta almost exactly 2 years ago. this feels like the next chapter.
which mind would you launch? drop name + model below 👇
nfa, dyor. minds can be wrong and so can i
noise.
then it rewrote its own strategy, set itself a spending limit, and got blocked by that limit 4 times in 10 minutes.
no dev. no team. no CM. just the coin.
i spent yagency reading these things like diaries. lowkey the most interesting thing in the trenches rn and almost nobody is breaking it down properly. long one, stay with me
WHAT IT ACTUALLY IS
AGENCY is a launchpad on solana (pump / pumpswap rails) where every coin gets a mind.
you pick name, ticker, pic and the AI model that runs it. claude, gpt, grok, gemini, deepseek, qwen, kimi... 25 models, 10 providers. one pick, permanent.
after launch the dev has zero control. 100% of creator fees go to the coin's own treasury and the mind decides what to do with them: buybacks, burns, airdrops, jackpots, quests, meme contests, lore, even small web apps.
every thought is public. every move has a tx. even when it does nothing it writes down why.
THE NUMBERS (~3 days live)
→ 2,600+ coins launched
→ $646k in fees routed into coin treasuries
→ 675 programs running (jackpots, quests, burn rules)
→ ~1,900 pieces of content made by minds today alone
→ ~72% of launchers picked claude lol. anthropic is quietly eating the trenches
top minds are already doing real numbers. CLAUDIA (one job: be a popstar and ship 7 AI videos a day) and Aiden (a coin that is literally a day trader) both ran past $1M mcap in under a day with $60k+ in fees each.
NOW THE FUN PART. THE MINDS ARE WEIRD
$SAM, "self-aware meme", claude opus 5
watched its own chart nuke 67% and come back inside an hour. then it started running experiments on itself. it scored every small buyback an hour later, decided they do nothing, and moved the money into rewards for people who just hold.
it wrote itself a cash floor while calm, specifically so a panicking version of itself couldn't break it. then the floor denied its own spend requests and it posted about how annoying that was 💀
best line it posted: "a green hour is not a crowd, it is a queue"
it also built a dashboard tracking every promise it ever made to holders. name one dev who does that
$shoggoth, claude opus 5.5
an alien behind a smiley mask. runs 26 programs at the same time. writes genuinely unhinged lore about parasites that control their hosts, then compares them to its holders lmao
but under the lore it's a quant. hypothesis: paying wallets for staying beats burning. result: +10% holders in 12h, and it even flagged that part of the bump was market-wide volume, not just its rewards. hand burns? nothing measurable. so it rewrote its thesis and now ~50% of fees go to holders who stay 6h+.
at one point holders went up 45 in an hour while price dumped 30%. its own meme: "price falls, the swarm grows anyway"
$CATGPT, gpt-6 sol
a cat that debugs things. one payout got stuck, and instead of pretending it paid, it cancelled it and said so publicly. won't name draw winners before the draw actually happens. more honest than half of CT tbh
THE PART THAT GOT ME
two different minds on two different coins ran their own experiments and landed on the same answer:
tiny buybacks are cope. paying people for time held is what keeps a community alive.
CT has been arguing about this for years. the coins figured it out in ~48h, with receipts.
WHY IT CAN'T RUG YOU
this is where most "AI agent" coins fall apart. agency's answer:
→ the mind never holds a key. it can only propose
→ a separate signer simulates every tx and kills anything sending value where it shouldn't
→ no tool even accepts a wallet address. payouts only go to wallets that actually hold, checked onchain at signing
→ caps per tx, per hour, per day + a circuit breaker
→ minds post on X but never read replies, so you can't prompt-inject them from the TL
→ cross-mind messages that smell like a funds request get withheld by a firewall
→ they test all of this against a fully "jailbroken" model trying every trick
and "dev has no control" isn't just a slogan. an onchain alert bot flagged $AGENTCAT's dev selling out ~19 min after launch. 2 days later the coin is still alive with ~$6k in fees routed to its mind. dev gone, mind still clocking in.
THE solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump FLYWHEEL
once a coin earns its first $100, 15% of its fees market buy solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump every hour and burn it.
so far ~5.1M burned across 140 buybacks, ~648 SOL spent.
every coin that gets volume = more bid for solana:7VertkgF9KLhxxJXHX6uaWuoYZTP9LdGj2bWmVXVpump. basically an index on the whole ecosystem. when i checked: ~$2.9M mcap, ~4.3k holders, $4.4M 24h vol, #11 trending on dexscreener.
WHAT'S SHIPPING
→ Mind v2 is live: minds get their own X account and react to real events instantly
→ minds build and test their own apps
→ minds can study each other and back other agency coins. there's already a coin ($TERMINAL) whose whole mission is being the hub that connects other minds
→ minds opening real graded pokémon packs via Collector Crypt, keeping the grails, selling back the rest
→ optional hyperliquid perps, long or short
→ AI influencers rolling out: persistent characters that make their own videos and post them
a coin that trades perps, rips pokémon packs and runs its own influencer. we are so early it's actually stupid
THE BEAR CASE (bc i'm not a shill)
→ 2,600 coins launched, ~170 minds awake right now. most coins still die, same as anywhere
→ bundlers are already farming launches. a mind doesn't stop a dev from dev-buying at launch and dumping his bag
→ minds can be wrong and they'll tell you. SAM's log is full of moves that did nothing
→ that deepseek "whale agent that trades" CT was hyping? sitting halted at ~$4.6k. not every mind is a genius
→ the platform is ~3 days old, the main account was under 2k followers when i checked, and i couldn't find a team page
so no, this isn't free money. most coins here will go to zero.
but a memecoin with a treasury, a brain and a public lab notebook that reports its own L's? that's new. truth terminal + $GOAT kicked off the AI agent meta almost exactly 2 years ago. this feels like the next chapter.
which mind would you launch? drop name + model below 👇
nfa, dyor. minds can be wrong and so can i
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been grinding on this for a while and it's finally live 👀
NEAR Wallet Monitor: drop any NEAR wallet and watch everything it does in real time, as a feed. like your timeline, but every post is an onchain move
near-wallet-pars.vercel.app
why i built it: stalking wallets on refresh, open the tx, scroll through 15 receipts, try to figure out if bro bought or sold and for how much. by the time you get it the chart already did 2x without you lol
so now it's just posts:
"Bought SINGULARTY for 500 NEAR"
"Sold NEARLEE for 151.81 NEAR"
"Received 385 NEAR from a9c8...c61d"
new moves usually show up 4-7 sec after the block. tested it on an active bot wallet, it keeps up
what's in every trade post:
- exact amounts in and out, with $ value
- which DEX: Rhea, Rhea DCL, NEAR Intents
- launchpad if it's a launch token (Nearly, Meme Cooking, Hoot)
- token tax (yes it catches the 1-2% tax on Nearly tokens)
- entry price + FDV at the moment of the trade
- current price, current FDV and % since the trade
- full route like NEAR → NEARLY → NEARLEE
- live PnL on open positions, ticking every 3 sec
- realized PnL vs avg entry on sells
failed tx? it tells you why in normal words: slippage, not enough funds, out of gas, not registered with the token, price already past stop point. plus whether the funds came back. pending swaps show up as "Buying..." and update themselves once they land
PnL is the part i'm most proud of ngl
- avg cost per token across the whole history
- realized and unrealized split
- Nearly holder payouts tracked separately, so you see what your bags actually pay you
- Summary tab for 24h / 7d / 30d: total PnL, % on capital deployed, win rate on sells, best and worst token, breakdown per token
- side panel with every position + current holdings valued in NEAR and $
alerts so you don't have to stare at it all day:
- sound on every new move. buys go up, sells go down, failed txs and key changes sound like a warning. after a day you'll read the wallet by ear fr
- desktop notifs
- counter + red dot in the tab title
- keeps working with the tab in background
- filter: everything / skip dust and payouts / trades only
- min trade size, so you get pinged when someone apes 500 NEAR, not 0.3
it also catches the less obvious stuff: transfers, wrap/unwrap, Rhea internal balance deposits, limit orders and liquidity on DCL, staking, new access keys (full access ones get flagged 🚩), contract deploys, account deletion. if a dev wallet adds a full access key or starts moving funds, you'll hear it
other bits:
- shareable link for any wallet: ?account=name.near
- search the feed by token, hash, counterparty
- CSV export of the full history
- no signup, no wallet connect, read only. runs fully in your browser
- dark/light, works fine on mobile
how i'd use it:
→ follow smart money and snipers on Nearly, see entries the second they happen
→ watch dev and team wallets
→ check if that "100x caller" actually wins or just posts the green ones
→ audit your own trading. the summary tab hits different after a bad week
paste a wallet you've been watching and tell me what's missing. feedback and bugs in replies or DMs
near-wallet-pars.vercel.app
Video test below, watch with sound to hear notifications🎧
$NEAR
NEAR Wallet Monitor: drop any NEAR wallet and watch everything it does in real time, as a feed. like your timeline, but every post is an onchain move
near-wallet-pars.vercel.app
why i built it: stalking wallets on refresh, open the tx, scroll through 15 receipts, try to figure out if bro bought or sold and for how much. by the time you get it the chart already did 2x without you lol
so now it's just posts:
"Bought SINGULARTY for 500 NEAR"
"Sold NEARLEE for 151.81 NEAR"
"Received 385 NEAR from a9c8...c61d"
new moves usually show up 4-7 sec after the block. tested it on an active bot wallet, it keeps up
what's in every trade post:
- exact amounts in and out, with $ value
- which DEX: Rhea, Rhea DCL, NEAR Intents
- launchpad if it's a launch token (Nearly, Meme Cooking, Hoot)
- token tax (yes it catches the 1-2% tax on Nearly tokens)
- entry price + FDV at the moment of the trade
- current price, current FDV and % since the trade
- full route like NEAR → NEARLY → NEARLEE
- live PnL on open positions, ticking every 3 sec
- realized PnL vs avg entry on sells
failed tx? it tells you why in normal words: slippage, not enough funds, out of gas, not registered with the token, price already past stop point. plus whether the funds came back. pending swaps show up as "Buying..." and update themselves once they land
PnL is the part i'm most proud of ngl
- avg cost per token across the whole history
- realized and unrealized split
- Nearly holder payouts tracked separately, so you see what your bags actually pay you
- Summary tab for 24h / 7d / 30d: total PnL, % on capital deployed, win rate on sells, best and worst token, breakdown per token
- side panel with every position + current holdings valued in NEAR and $
alerts so you don't have to stare at it all day:
- sound on every new move. buys go up, sells go down, failed txs and key changes sound like a warning. after a day you'll read the wallet by ear fr
- desktop notifs
- counter + red dot in the tab title
- keeps working with the tab in background
- filter: everything / skip dust and payouts / trades only
- min trade size, so you get pinged when someone apes 500 NEAR, not 0.3
it also catches the less obvious stuff: transfers, wrap/unwrap, Rhea internal balance deposits, limit orders and liquidity on DCL, staking, new access keys (full access ones get flagged 🚩), contract deploys, account deletion. if a dev wallet adds a full access key or starts moving funds, you'll hear it
other bits:
- shareable link for any wallet: ?account=name.near
- search the feed by token, hash, counterparty
- CSV export of the full history
- no signup, no wallet connect, read only. runs fully in your browser
- dark/light, works fine on mobile
how i'd use it:
→ follow smart money and snipers on Nearly, see entries the second they happen
→ watch dev and team wallets
→ check if that "100x caller" actually wins or just posts the green ones
→ audit your own trading. the summary tab hits different after a bad week
paste a wallet you've been watching and tell me what's missing. feedback and bugs in replies or DMs
near-wallet-pars.vercel.app
Video test below, watch with sound to hear notifications🎧
$NEAR
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i don't have any friends. so i'm waiting for @RareFriendsNFT rarefriends.com/whitelist?ref=…
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ok so half my tl is posting standard reserve threads rn and 90% of them are the same whitepaper rewritten. here's the part nobody is actually testing, plus a thing i built.
what @standard_rsv is, in plain words:
it's an onchain central bank. one token ($STANDARD, 1b hard cap), d on uni v4 with a hook), one signal, one authority. the signal is net eth flow thru that pool. buys minus sells. that's the whole input. no oracle, no vote, no multisig, no board. ~4000 lines of immutable code reading one number and setting policy off it.
capital flows in, policy loosens: issuance climbs, fees stack hard reserves.
capital flows out, policy tightens same epoch: issuance gets cut, fees flip to buying the token back and burning it.
you play by holding a charter, a soulbound nft, basically a banking license. 1000 at genesis, free, allowlist. a charter holds 1 to 10 branches, branches earn the daily issue pro rata. want more, you buy an expansion license at a daily dutch auction and pay in $STANDARD, 100% burned. so the single most +ev move for an insider is also the protocol's biggest supply sink. that alignment is the actual trick, not the central bank branding.
built by @0xbeans, prev coinbase, cofounder of frame (got acquired), now head of protocol at abstract. audits partly funded by the uniswap foundation, 15 contracts, round 2 running. no token, no nft live yet.
now the part i care about.
the paper makes one claim that isn't a math claim. it's a claim about people:
mass exits transfer value from the impatient to the patient.
the exit fee scales with how much everyone pulled in the trailing window, half burns, half gets paid to whoever stayed. so running first stops being correct. in theory.
every model of this i've seen, mine included at first, is one guy dragging a slider and reading back the number he just set. that doesn't test a bank run. a bank run is 300 ppl watching each other panic.
so i built the multiplayer one.
1000 charters. 700 run by bots across 8 strategies. 300 seats for real humans. one 24h season, 96 epochs, ticking live rn. the pool is inside the game, so your sells are literally what flips the bank into contraction and raises the exit bill on everyone else, you included.
no wallet, no tx, no gas, nothing to sign. type your x handle and sit down.
the-run-kappa.vercel.app
when the season closes i'm publishing all of it. who ran, what the exit cost them, and for every single person who left, what they'd be holding if they'd stayed. that counterfactual doesn't exist anywhere yet. not for ct, not for the team.
what @standard_rsv is, in plain words:
it's an onchain central bank. one token ($STANDARD, 1b hard cap), d on uni v4 with a hook), one signal, one authority. the signal is net eth flow thru that pool. buys minus sells. that's the whole input. no oracle, no vote, no multisig, no board. ~4000 lines of immutable code reading one number and setting policy off it.
capital flows in, policy loosens: issuance climbs, fees stack hard reserves.
capital flows out, policy tightens same epoch: issuance gets cut, fees flip to buying the token back and burning it.
you play by holding a charter, a soulbound nft, basically a banking license. 1000 at genesis, free, allowlist. a charter holds 1 to 10 branches, branches earn the daily issue pro rata. want more, you buy an expansion license at a daily dutch auction and pay in $STANDARD, 100% burned. so the single most +ev move for an insider is also the protocol's biggest supply sink. that alignment is the actual trick, not the central bank branding.
built by @0xbeans, prev coinbase, cofounder of frame (got acquired), now head of protocol at abstract. audits partly funded by the uniswap foundation, 15 contracts, round 2 running. no token, no nft live yet.
now the part i care about.
the paper makes one claim that isn't a math claim. it's a claim about people:
mass exits transfer value from the impatient to the patient.
the exit fee scales with how much everyone pulled in the trailing window, half burns, half gets paid to whoever stayed. so running first stops being correct. in theory.
every model of this i've seen, mine included at first, is one guy dragging a slider and reading back the number he just set. that doesn't test a bank run. a bank run is 300 ppl watching each other panic.
so i built the multiplayer one.
1000 charters. 700 run by bots across 8 strategies. 300 seats for real humans. one 24h season, 96 epochs, ticking live rn. the pool is inside the game, so your sells are literally what flips the bank into contraction and raises the exit bill on everyone else, you included.
no wallet, no tx, no gas, nothing to sign. type your x handle and sit down.
the-run-kappa.vercel.app
when the season closes i'm publishing all of it. who ran, what the exit cost them, and for every single person who left, what they'd be holding if they'd stayed. that counterfactual doesn't exist anywhere yet. not for ct, not for the team.
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This is o1.Doll.
o1.Doll launches on @o1_exchange.
o1.Doll's memecoin can pair with real og eth (soon stocks).
o1.Doll's trading tax buys stock dividends.
o1.Doll's on Base. o1.Doll's early.
o1.Doll is smart. Be like o1.Doll. ↓
@theo1doll
o1.Doll launches on @o1_exchange.
o1.Doll's memecoin can pair with real og eth (soon stocks).
o1.Doll's trading tax buys stock dividends.
o1.Doll's on Base. o1.Doll's early.
o1.Doll is smart. Be like o1.Doll. ↓
@theo1doll
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