💎 @KaitoAI is taking over – #InfoFi effect is undeniable!

You might still be looking for an #AltSeason starting in this cycle, but for me, the alt season you’ve been waiting for won’t happen because it is already here, just in another form: #InfoFi!

I think the InfoFi meta is t an altcoin season will be. Every participant in InfoFi is benefiting significantly from both the user and project sides.

– Users earn huge amounts of money from project #airdrops after helping to increase mindshare.

– Projects gain viral community engagement in both pre-launch and post-launch phases.

@KaitoAI is the first mover and leading the way.

If you compare it to old-school crypto marketing, this is a new model – and it's working perfectly well.

Let’s look at some real cases 👇

📚 Infinex (@infinex)

– Before partnering w @KaitoAI (mid-May): ~10K followers
– Now (June 2025): >83K followers
– Growth: +1,560%

▪️Captured major CT attention after hitting Kaito Trending and has held top 1 mindshare multiple weeks.

▪️On-chain interest spiked after key reveals on governance, trading flow, and ve-tokenomics.

▪️Campaigns like Yaprun with Kaito actively incentivize user engagement and ecosystem growth.

📚 Magic Newton (@newton_xyz)

– Exploded in traction after the Kaito partnership, currently at ~690K followers

– Consistently ranked on the Mindshare Board since the Kaito spotlight (late May)

– Impressive activation metrics for the “Verified Agent” campaign

→ Over 1/3 of campaign traffic came directly from Kaito, and that’s not counting referral traction from Kaito Maxis 👀

Additionally, we’re already seeing major players getting in early on this trend, launching social campaigns on Kaito, including: @Polkadot, @arbitrum, @SeiNetwork, @dYdX, @injective, @Mantle_Official, and @virtuals_io.

→ Can’t deny it: @KaitoAI is the go-to partner right now 🤝

✨ For users, by sharing valuable insights on X, #Yappers on Kaito will be rewarded based on their scores and ranks on Kaito leaderboards. 👇

– Top Yappers on @infinex will earn a share of 1b µPatrons (~$6M) in rewards across 3 seasons.

– @campnetworkxyz rewards 0.25% of $CAMP to top 50 Yappers + $40K/month until TGE

– @Lombard_Finance allocates $1M+ in Yapper rewards through Dec 2025

– @OpenledgerHQ will distribute 2M $OPN to top 200 Yappers + $50K USDT/month to top 50

– @miranetwork just announced 0.5% of total supply to Kaito + Mira Yappers over 2 seasons
(Trust me, Mira is one of the most underrated AI layers. I’ll break it down soon.)

As for me, since I joined Kaito, I have received:
🔹$3K from the $PROMPT – @AIWayfinder airdrop,
🔹$1K from $BOOP – @boopdotfun,
🔹$2.5K from $LOUD – @stayloudio
🔹$1.3K from $HOME – @defiapp
🔹$300+ from $HUMA – @humafinance and some other small amounts from being top monthly yappers
🔹Huge profits from Virgen points to join @virtuals_io Genesis launch.
(not mentioning some other deals with @YapdotMarket)

But what excites me the most is the opportunity to connect with other CTs and dive deeper into projects together through discussion and shared exploration 🧠

As of 12/06, over 60 projects are running live Kaito campaigns, offering leaderboard-based airdrops and mindshare bounties.

And it’s just getting started...

Projects like @cookiedotfun, @ethos_network, and @wallchain_xyz are also being built with #InfoFi at their core – and they’re definitely worth keeping an eye on.

#InfoFi is the biggest development in this cycle, and if you miss the InfoFi meta, I'm afraid you might miss out on the entire bull season.

Anthropic just filed its S-1, but you can already trade perp exposure almost everywhere.

Binance, Hyperliquid, Entropy...

But if you’re looking for spot-style exposure to one of the biggest AI companies in the world,

@Bitget Anthropic IPO Prime is a must-watch.

Why?

→ The is gradually bringing tech valuations back to more reasonable levels

→ Over the past few years, much of the AI upside has been captured in private markets, while retail had very few ways to get direct exposure to frontier AI companies

Now that door is wide open.

Instead of waiting for the stock to list and buying on the secondary market, eligible users can subscribe for IPO allocation beforehand using USDT/USDGO.

Flow:

subscribe → allocation → stock delivery → rToken → secondary trading

Minimum starts at $100.

The VIP Round cites historical allocation rates of around 40–80% from partner channels (historical data only, not a guarantee for this round).

But earlier access also comes with trade-offs.

- The VIP Round charges a 12% upfront fee
- rTokens are expected to be generated 3–5 business days after the IPO, so users can’t sell on listing day and remain exposed to price volatility during the gap

The supporting mechanics are also worth knowing:

→ unallocated funds can auto-roll into 15-day Flexible Earn at 10% APR for USDT/USDGO, with hourly payouts and redeemable anytime, subject to quota

→ the new-user campaign has a 100K USDT total reward pool, with rewards of up to 100 USDT worth of Anthropic stock + a 5 USDT C2C bonus, FCFS

→ Tier 1/2 don’t stack, and the campaign has a 30-day fund retention requirement

Timing-wise, the VIP Round is still live (extended to Nov 11, 08:00 UTC), while the Public Round opens tomorrow, Nov 10 at 15:00 UTC+7.

So if you’re watching this one, we’re basically entering the next subscription window now.

I put more info below 👇

IPO Prime:
bitget.com/spotlight/ipo-…

Campaign:
bitget.com/campaigns/anth…

⚠️ Note:

Related products carry significant volatility and principal loss is possible. Not investment advice. Participation is subject to eligibility and regional rules.

This product is not issued, offered, or managed by Anthropic and has no official partnership, authorization, sponsorship, or endorsement from Anthropic.

GM, waking up to $1B in liquidations across the crypto market in just 10 mins 🤯

Meanwhile, I just earned nearly $300/day farming $AGORA on Elysium.

At least I'm not in the red today lol.

DeFi FTW.

BREAKING: $1,000,000,000 liquidated from the crypto market in the past 10 minutes.

$BTC falls under $74,000
$ETH falls under $2,125
$XRP falls under $1.10
$SOL falls under $90

1 day left to compete for $250K USDC on @OndoPerps ⏳

FYI, incentives on Ondo Perps have been ramping up, and there's sth interesting about how they're distributed in Week 2, November:

> $112.5K for providing liquidity
> $112.5K for trading volume
> $25K for keeping perp positionsttention is that Ondo isn't just rewarding raw trading volume anymore.

They're also incentivizing tighter spreads, deeper order books, and sustained open interest.

I think this is a more interesting approach to building a sustainable perp market than simply pushing volume.

Still curious to see how liquidity holds up once incentives cool off.

If you're already active on Ondo Perps, worth checking your progress before this ends tmr 👇

app.ondoperps.xyz/?ref=FHTMC3

You know DeFi has spent years trying to attract institutional capital.

But there's still one problem I think gets overlooked: not every institution wants its positions to be public.

Been looking into @primus_labs and their work with @UnitasLabs on BNB Chain, and I think this is gle for confidential DeFi.

Imagine a fund managing $100M.

On a public blockchain, competitors can potentially track how much capital it deploys, which protocols it uses, when it enters or exits positions, and how its exposure changes over time.

For retail, this might not matter much. But for large funds, that information can be part of their trading edge.

And there's demand there 👇

What if funds could access existing DeFi liquidity without revealing every position they hold?

That's essentially what Primus is exploring with Confidential Vault, built around Unitas' existing yield infra.

The setup is fairly simple:

→ Supported stablecoins can be converted into encrypted versions
→ Users can transfer assets without publicly exposing transaction amounts
→ Encrypted assets can be deposited into a vault to access supported yield strategies while keeping individual position sizes confidential

No need to move everything onto a separate privacy chain.

But if balances and positions are hidden, how do depositors know the backing assets actually exist?

This is another area where Primus has been working with Unitas, alongside Brevis.

Their Proof of Reserves integration works differently:

→ Primus uses zkTLS to verify offchain financial data, including CEX balances
→ @brevis_zk helps generate proofs of aggregated reserve data
→ Depositors can check backing information without seeing every underlying position

So we're looking at 2 separate pieces of infra solving 2 related problems:

> Confidentiality: Funds don't have to expose sensitive positions and strategies.
> Verification: Depositors can still verify relevant financial claims.

Ofc, neither guarantees institutional adoption.

A confidential vault isn't automatically going to bring billions into DeFi, and verified reserves don't eliminate every financial risk.

I'd be watching actual vault TVL, adoption, supported yield strategies, and whether larger funds start using these products.

Eventually, I think if institutional capital is really the next big market,

the ability to keep positions private while making financial claims verifiable could matter a lot more than sth like 1–2% APY.

Live on @Enter_Elysium mainnet day 1 👇

> DEXs, Liquidity & Routing

@Uniswap
@aeroxyz
@KyberNetwork
@0xProject
@matchaxyz
@metricxyz
@HybraFinance
@HyperFlow_fun
@routedotfun

> Bridges & Cross-Chain Infrastructure

@EnsoBuild
@jumperapp
@wormhole

> Trading Apps, Bots, Agents & Wallets

@fomo
gnai
@MaestroBots
@CieloFinance
@dawndottrade
@covetrade
@DefinitiveFi
@Markets_xyz
@bankrbot
@CircuitAI
@De1_ai
@AveaiGlobal
@definedfi
@BitgetWallet

> RPC, Data & Developer Tools

@Alchemy
@Quicknode
@AlliumLabs
@goldskyio
@serialized_xyz
@trycodex
@zerion
@DEXToolsApp
@dRPCorg

> Derivatives & Funding Markets

@DeriveXYZ
@SynapseProtocol
@Pindar_finance
@BounceTech

> Launchpads
@AscendLaunch
@o1_exchange
@MontraXYZ

> Tokenized Assets

@eqxlabs
@xStocksFi

> NFTs, Prediction Markets & Thesis Trading

@opensea
@speculate_today
@hencemarkets

The sub-second chain race is heating up 🔼

Base just moved from 2-second blocks to 200ms.

I’m excited about what trading apps can do with this.

Denim activated on Base. It now produces 5 full canonical blocks per second, replacing Flashblocks’ preconfirmed updates.

That’s Ethereum finality still comes later.

I found the timing quite interesting:

→ @solana's Alpenglow is live, targeting roughly 150ms finality
→ @base now has 200ms canonical blocks
→ @Enter_Elysium is targeting 100ms canonical blocks ahead of launch

These measure different things, so I wouldn’t rank them on milliseconds alone.

Speed is becoming standard infrastructure. I’m looking for apps that can turn it into revenue.

Faster updates could let market makers refresh quotes more often, reduce stale pricing and offer better execution.

The financial question is whether those improvements attract enough additional flow to grow earnings.

> My watchlist:

- $AERO / Base trading apps: execution improve enough to win more volume and fees
- $VIRTUAL: agents generate recurring paid activity, if blocks prove demand
- solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN / solana:DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7: faster finality improve the trading experience enough to retain users and grow revenue
- $HYPE eco / Elysium: apps turn faster quote updates into competitive markets with meaningful depth

A market rally or rewards campaign could lift activity without any benefit from the upgrade.

Then comes token value capture. More app revenue only strengthens a token thesis if holders receive an economic benefit.

I’m increasingly interested in which apps earn more as speed becomes widely available 💎

GM, found this interesting af 👀

As you know:

Binance: #1 CEX
Hyperliquid: #1 Perp DEX

Binance and Hyperliquid have always been direct competitors on the product side.

The clearest example is how late Binance was to list $HYPE spot, even when demand was already massive.

Now has been weak lately:

> ICE x Hyperliquid news fell short of investor expectations
> Major players and whales have been moving or TP-ing on $HYPE (Paradigm unstaked $224M)
> ETF inflows remain weak
> US expansion and new products are still pending regulatory approval
> Concerns around revenue and token value capture remain

Yet Binance still hasn't resumed $HYPE withdrawals since the hack (>8 days already).

Users are basically left with selling into USDT if they want to withdraw.

So... am I tripping, or is there something else going on here? 🤔

Last 15 mins to lock in $FUNGO ⏰

2 things left to do:
- Bid on NFTs with cZAMA (have $ZAMA on ETH > shield it on @FungoLabs)
- Submit posts to the X camp

FYI: They confirmed a launchpad could be coming soon, with many pjs applying.

And ofc, NFT holders may benefit most 👀

Looks like the revenue meta is expanding into stablecoins 👀

When it comes to buybacks, $HYPE and $PUMP usually come to mind first, both funded by trading fees.

Now @worldlibertyfi is taking a different approach:

→ USD1 reached ~$4.4B supply in September
→ WLFI reported a $159.5M annualized revenue run rate in April
→ USD1 reserve fees could partly fund $WLFI buybacks

Unlike trading platforms, this revenue stream isn't directly tied to trading volume.

If executed consistently, this could be an interesting value capture model imo 💎

"Premium Blockspace" might be a new sector 💎

Idk if I'm early on this, but cheap blockspace eventually becomes a commodity, and nobody pays a premium for it.

What ppl will pay for is knowing when their tx lands, or getting priority when every millisecond matters.

That's the CT is sleeping on it.

For years, the pitch was cheaper + faster, and it worked. Now chains are selling something else: certainty that your tx lands when you need it.

– @injective launched Institutional Rail on Nov 2
– @ether_fi plugged into @ETHGasOfficial on Ethereum
– Jito BAM preconfs went live on Solana in Sep (>34% of stake at launch)
– @HyperliquidX has had priority fees since April

Same trend, but the money flows very differently across 3 models:

1/ $HYPE: Priority fees on IOC/ALO orders + read-priority auctions, paid in HYPE and fully burned.
Over $12M in fees by late Sep, with a record $521K generated on Nov 5 alone.

2/ $INJ: Firms route thru a private API to a TEE-backed Enterprise Validator, targeting next-block inclusion (~600ms).

Injective's validator network includes Google Cloud, Deutsche Telekom, Kraken and BitGo.

Injective says there's no pricing edge b/c of frequent batch auctions. So it's timing certainty, not a price advantage. INJ benefits indirectly through its existing monthly Community BuyBack and burn mechanism.

3/ $ETH: ETHGas offers blockspace reservations up to 64 slots ahead + <200ms preconfs, charging a 5% fee on primary whole-block sales.

Etherfi committed ~$3B in ETH (~40% of its holdings at the time) for 3 years, with exclusive use of its preconf platform.

Here, most of the blockspace revenue goes to validators and stakers.

Why would ETH validators sign up for that?

The numbers explain it:

– ETH validators earned just $40.64M from fees + MEV in Q3, while daily ETH-denominated revenue fell 40% QoQ
– Priority fees + MEV added only 0.10pp to a 2.63% annualized staking yield

So for ETH, this is about stakers finding new yield. And the upside could be significant.

Blockworks data puts this into perspective:

→ Ethereum: 80% of fee revenue came from priority fees + tips
→ Solana: 78% from the same sources
→ Ethereum also retained ~80% of gross extracted MEV within the network, mostly through validators and stakers

These aren't direct measures of preconf demand, but they show how much users already pay for transaction ordering and priority.

TradFi has already proved the demand for premium market access too: ICE (NYSE's parent) made $1.031B from data & connectivity services in 2025.

> But a big TradFi number doesn't mean crypto's version is ready yet. Why?

- ETHGas pays $0 rn if your tx misses inclusion, and a guarantee w/ no compensation isn't really a guarantee
- Only ~5% of validators qualify atm (target 20-30% by year end)
- Injective rail has no named clients and no usage numbers yet
- ethereum:0x2798b1cc5a993085e8a9d46e80499f1b63f42204 mcap went from ~$120M in april to ~$40M, so the market isn't convinced either

Then there's neutrality. KYC'd validators + priority lanes raise the risk of two-tier access, even if the base chains remain permissionless.

None of that kills the thesis for me tho.

Would you pay for business-class blockspace, or does this undermine neutrality?

7 hours left for the final chance to lock in @FungoLabs before TGE ⌛️

A few things worth noting:

> The first encrypted NFTs on Ethereum, among the first to integrate Zama's tech to bring privacy into the minting and launch process.

> Getting lots of attention across CT recentwoosh confirmed he's participating.

So far, 474/3,232 NFTs have been allocated to the team and WL, and we're now in the bidding phase.

The X campaign rewarding 3% of the $FUNGO supply also ends in 7 hours, right when Phase 2 wraps up.

> Everything wraps up in 7 hours.

Didn't have WL, so I placed 2 modest bids to try and secure some NFTs.

Though there are a few things to keep in mind:

- Momentum on CT has cooled off a bit, with the OpenSea listing price sitting at just 0.11 ETH (~$243).

- If you look at the tokenomics, 82.5% of the supply (~8.5B tokens) will be fully unlocked on day 1.
That's a massive amount of potential sell pressure I'm ngl.

> The market will pretty much decide the project's valuation from day 1.

Still, I already made 4 figs just from spotting $ZAMA early.

So this is a no-brainer to me, nothing changed.

I'll see you at TGE.

GM! Holding cash = the best strategy rn ✅

$BTC $75k again, and the best way to sleep well in this market is probably to hold no positions at all.

Meanwhile, Binance just launched Community Appreciation Campaign, boosting USDT / USDC APYs to 9–12%.

What are you waiting for? 👀

If I had $10K in stablecoins, I wouldn't put it all into a vault offering 11% APY.

Though looking at @grvt_io's latest comparison, the difference is pretty attractive:

→ Savings account: ~$38/year at 0.38%
→ GRVT Earn: ~$350/year at 3.5%
→ High Yield Earn: Up to ~$1,100/year hieved

But not all capital serves the same purpose.

Personally, I'd split it into:

- Liquid capital for trading and new opportunities
- Idle capital for yield strategies
- Higher-risk capital for potentially better returns

GRVT High Yield Earn is worth exploring for the latter two, with diversified TradFi and crypto yield strategies.

Still, standard redemptions take T+5, instant withdrawals are limited, and the 11% APY isn't guaranteed.

For me, the best yield strategy isn't always the highest APY, but the one that fits how I use my capital

More on GRVT High Yield Earn: grvt.io/?ref=7QZIDCW

DYOR / NFA.

This is a no-brainer 👀

FYI: @FungoLabs, a project that seems to have close ties with the $ZAMA team, just announced an airdrop for Zama OG NFT holders.

Check this out to see why this could be a free gem:

- Total airdrop: 700M $FUNGO (7% of supply)
- ~5K NFTs → ~140K $FUNGO loor: ~$40
- Snapshot hasn't been taken yet

3 scenarios:

> Worst case (MC below $10M): under $140 per NFT
> $10–50M MC: $140–$700 per NFT
> Bull case (MC above $50M): potentially 4 figures from a single ~$40 NFT

And I haven't even mentioned the extra 3% reward pool (300M tokens) for creators participating in their X campaign.

My 2 NFTs already received an airdrop when $ZAMA listed, so there's basically no extra investment needed.

Feels like a no-brainer ngl. Still, DYOR + NFA.

GM! $BTC's back above $80K 📊

Democrats have just won control of both chambers of the US Congress.

A seemingly bearish outcome for crypto, yet the market reacted in the opposite direction.

I found sth worth noting:

1/ Political uncertainty is fading atm

→ Democrats now enate, while Trump remains in the White House.

→ The US is heading into a period of gridlock, where major legislation will be difficult to pass without bipartisan support.

→ This also reduces the risk of sudden policy changes, something Wall Street generally doesn't like.

2/ Oil prices are dropping sharply, supporting risk assets

→ Brent crude fell 8.7% on Nov 4 to $94.62 per barrel.

→ Markets are betting that the new Congress will put more pressure on Trump to de-escalate the US–Iran conflict.

→ Lower oil prices could ease inflationary pressure, giving the Fed fewer reasons to raise rates.

This could be one of the biggest catalysts behind today's $BTC rebound.

3/ But crypto regulation could face more hurdles

→ The CLARITY Act, which aims to clarify regulatory authority between the SEC and CFTC, faces further delays.

→ Elizabeth Warren and Maxine Waters, both known for their critical stance toward crypto, could take charge of 2 key congressional committees overseeing the industry.

→ Still, Trump remains in the White House, while the SEC and CFTC can continue advancing policies under their existing authority.

4/ Next catalyst: US Jobs Report tmr 6/11

→ NFP is expected to show +65K jobs, up from +29K the previous month.

→ The unemployment rate is expected to hold at 4.2%.

If the labor market comes in hotter than expected, the Fed will have more reason to stay hawkish.

On the flip side, a moderate slowdown could give BTC some breathing room.

I'm still not taking this rebound as confirmation of a trend reversal.

$BTC has reclaimed $80K, but whether it can hold that level after NFP is what I'll be watching.

My quick update on Elysium pre-mainnet 💎

> Aped: $KLEOS (at $800K), $HOMER ($150K), $AGORA ($200K)

Looking for entries: solana:6qHtAvksH2cSaUjz6euVSikPU8RnDqLpFtuWH6Ropump, $BOXA

Eyeing a new gem: $HELIOS - @heliosliq

> Currently farming all my positions in $HYPE pairs on @homerX aggregators on the chain.
(you can see the APYs 👇)

> Bridge from HyperEVM to Elysium (Chain ID: 99901): Several bridges are already live.
I used blobmeme.com/bridge and it worked smoothly. Other options include Boxa, Elys, and Ronspad,...

> Scanner: scan.elysp.com

> Trading terminals: @ronspadfun, or major launchpads like @TheKleos_, @Boxa_Elysium, and @ElysiumPump.

> Farming: Check out LP opportunities on Homer Finance or Helios.

*Btw, be extremely cautious with farming projects and phishing links asking you to connect your wallet or X account to claim rewards.

Always double-check before signing anything.

Still hunting for early gems ahead of mainnet. NFA.

The foundation has been laid out! x.com/i/article/2117…

A financial group managing over $1T in client assets is connected to GRVT 👀

Pretty interesting timing, as @grvt_io just launched their High Yield Earn, targeting up to 11% APY.

FYI: On Oct 27, they announced a partnership with Mirae Asset Securities (HK), part of one of South al groups.

A few things I find worth noting:

→ Mirae Asset Group manages over $1T in client assets globally
→ GRVT has subscribed to tokenized funding notes arranged by Mirae Asset Securities (HK)
→ GRVT plans to bring this exposure to Grvt Earn, subject to relevant requirements
→ Both sides are also exploring tokenized Treasuries, corporate bonds, and ETFs

What caught my attention is that this goes beyond another partnership announcement. There's already an actual subscription behind it.

Ofc, the $1T represents Mirae's client assets, not capital flowing into GRVT.

Still, I think this is a direction worth watching.

Rather than relying solely on DeFi incentives, GRVT is looking to tap into real yield opportunities from traditional financial markets.

The real test is whether these institutional connections can translate into sustainable yield and actual demand from users 🤔

GM, back hunting early gems on Robinhood Chain 💎

Spotted $NYMRA by @Nymrasi, launching on Pons today at 17:00 UTC.

Notably, I found they already have a working product ahead of the token launch:

- Privacy Score measures how much your onchain wallet reveals
- Nymra Pay supports private payments across multiple chains
- The scoring engine is open-source on GitHub

Curious to see if $NYMRA can pick up some early degen momentum here 👀