Former Research Analyst for a VC | Curatooor & Threadooor | Alpha Channel 💎 t.me/shiroalpha | Working w/ @GREEND0TS
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Joined May 2021
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Gm,
Mantle is still one of the best ecosystem for yield opportunities & rewards.
Now that $MNT is officially the core token of Bybit and has been further integrated, its utility has expanded even more.
Here you can use your $MNT for triple rewards ↓ 🧵
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You have a Megadrop, a HODLverse campaign, and a Launchpool:
1️⃣ Momentum (Megadrop)
Stake $MNT or $USDT for 30-120 days to farm $MMT rewards (~$100K)
→ Extra 1.5-5% APY base yield
→ Multiplier boosts (up to 1.4×)
@MMTFinance $MMT is one of the latest big launch, and seems bottomed, so it could be interesting to gain some exposure risk free.
2️⃣ RLUSD HODLverse
Just hold your $MNT to earn part of a 250K $XRP airdrop (~$557K)
→ ~150% APY on Day 1, ~50% on Day 2
3️⃣ Canton Launchpool
Stake $MNT or $BBSOL for a share of 10M $CC
→ Up to 800% APR with MNT getting the largest pool share
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Your $MNT can qualify for all 3 at once.
Stake it once → earn $MMT + $XRP + $CC concurrently.
Everything's happening on Bybit.
⏳ Timelines
• Megadrop + HODLverse → end Nov 11
• Launchpool → ends Nov 16
The setup won’t last long, but for anyone holding $MNT, this is basically a triple-compound window across APY, airdrops, and high-multiplier staking.
If you want to be aware about these opportunities sooner it's better to follow @Mantle_Official & the @Bybit_Official Ecosystem.
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We've seen insane growth for the Mantle eco & $MNT price and now that it's cooled off a bit, it could be a good time for you to enter this ecosystem.
Especially since they're now invested in another big narrative for the future in crypto: RWA.
They're going to tokenize equities on Mantle Blockchain.
And they're in this new adventure with @Bybit & @BackedFi.
Before Mantle, tokenized equities used to sit idle.
On Mantle, they can be used to power new DeFi strategies, yield engines, and capital-efficient systems.
The goal is to link U.S. capital markets and onchain liquidity under one unified layer.
And that's not it for Mantle & RWAs, they also launched the Mantle RWA ScholarSHIP Program, an initiative to fuel content, creativity, and global awareness for RWA projects, putting Mantle at the heart of the RWA ecosystem.
A massive step for RWAs.
Learn more:
🔗 x.com/Mantle_Official/status…
🔗 x.com/Mantle_Official/status…
🔗 x.com/Hercules_Defi/status/1…
As you know, I'm a long-term partner of @Mantle_Official, and I show how I'm using my $MNT and the current and future opportunities in the Mantle Ecosystem.
NFA & DYOR 🫡
Introducing Agentic Fund of Funds — built together with Virtuals Protocol to deliver best-in-class on-chain AI yields for x402 commerce.
Here’s everything you need to know 👇
Introducing Agentic Fund of Funds by Butler.
The fastest way to find and earn yield across DeFi.
Optimized and managed by @Butler_Agent, every second.
Prediction markets have dominated the New York City mayoral elections.
They predicted the winner before major outlets, lighted up billboards in Times Square, and were cited by all mainstream media.
The funny thing?
The two leading platforms couldn’t be more different.
• Polymarket, built natively on crypto rails, grew its trading volume from just $73M in 2023 to nearly $9B in 2024, driven by political and sports markets.
• Kalshi, on the other hand, took the long regulatory route, spending years securing a CFTC license, and is now generating $24M in revenue in 2024, up more than 1,200% year-over-year.
Even structurally, they are totally different.
• Polymarket relies on USDC settlements and p2p liquidity, operating globally with near-zero trading fees.
• Kalshi runs on traditional fiat rails, with a regulated clearinghouse and institutional market makers, prioritizing compliance but with higher fixed costs and slower scalability.
Their business models? Also different.
• Polymarket doesn’t yet charge trading fees. Instead, it monetizes through data partnerships, like its recent deal with Intercontinental Exchange.
• Kalshi, meanwhile, charges an effective 1% fee on every trade.
Kalshi has been gaining ground in sports and macro markets, while Polymarket still dominates political ones (it processed $3.3B in bets on the 2024 Trump vs. Harris race alone).
Ultimately, @Kalshi is building prediction markets as a regulated financial product, compliant, U.S.-centric, and institution-friendly. @Polymarket is building them as a permissionless, global product that is fast, open, and user-driven.
And in the long run, both approaches might be right.
Shiro retweeted
Robotics sector sits at $360M mcap vs AI's $25.6B.
Given projections from Jensen Huang (trillion dollar robotics market) and Elon Musk (bigger than automotive), $CODEC' $18M FDV position is highly undervalued on Solana imo.
@codecopenflow is building AI agents that interact with software and hardware. Most AI agents rely on APIs or static scripts and break when things change. Codec's Operators work in a loop.
1. They see what's happening through screenshots, camera feeds or sensors
2. Figure out what to do using that visual information + natural language
3. Then take action in real time
One can build no code training + SDK (custom logic/APIs) + modern/legacy system compatibility + open source → Operators Marketplace using their architecture.
Here's what they've shipped👇
➢ x402 integration from Coinbase for autonomous payments
➢ AI → AI economy where agents hire each other or purchase resources onchain
➢ Optr SDK (alpha v0.3) with GPU-free browser-based robotics simulations (ROS + Brewie)
➢ Sentinel Guard validating action range, timing, and energy
➢ 90% reduction in setup time for developers
Good breakdown by @CryptoShiro_ diving deeper into the . Worth reading if you want the full picture.
Shiro retweeted
Gm,
I've heard of another launch in a couple of days that could be interesting.
We're talking DeFi superapp with gasless transactions, cross-chain swaps & a loyalty program.
And it also fits the neobank narrative with a card for real-world spending.
Could be something ↓ 🧵
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Even if the PA on BTC is still super choppy, it seems like we're in a favorable market for launches, especially launches on CEX.
So I've heard about this launch that will be listed on multiple exchanges.
It's already announced on Kucoin & Kraken:
🔗 x.com/kucoincom/status/19838…
🔗 x.com/krakenfx/status/198386…
✦ I'm talking about @TeaFi_Official
I haven't heard about it until today, and yet it could be a hidden gem.
Why do I think that? Cause it actually has pretty good metrics:
• Top 3 dApps on Katana
• $620M+ Volume
• 1.1M+ Wallets
• 23M+ Transactions
• Generating revenues for a buyback flywheel
• 19 audits by Halborn & CyberScope
• $1.1M bug bounty
• Backed by Polygon Labs, GSR, and others
• $3.5M raised, $47M investment commitment
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✦ What is Tea-Fi
@TeaFi_Official is a crypto superapp.
The goal of Tea-Fi as a superapp is to make crypto feel simple & secure.
Basically the opposite of how it currently feels.
So it comes with:
• Frictionless swaps
• Gasless transactions & Easy-Gas Feature
• Cross-chain swaps
• Customizable dashboards
• AI Copilot
To make DeFi easier.
And it also translates into real-world spending with a crypto card, the TeaCard. (still on waitlist)
+ Easy-to-access yield & reward vaults, with the TeaPOT.
The tokenomics also particularly caught my eye.
93% of the supply for the community & ecosystem!
So there is potential, they delivered many features already, now it comes to delivering the next features and handling the launch properly.
📅 The launch is in less than 3 days, November 2nd.
This is where I'll see the potential. 🫡
I'll watch it closely.
NFA & DYOR 🫡
Shiro retweeted
Yes, I love @Mantle_Official.
Yes, I will keep supporting them always and believe they are one of the smartest and resource-rich teams in Web3.
And yes, if you're a builder, I think that you should consider joining the Mantle eco – especially now when the Mantle Global Hackathon is live.
$150K prize, 6 tracks from RWA to DeFi.
Here's how you join ↓
Introducing the Mantle Global Hackathon — now live!
- Global, online & open to all
- $150K in prizes & rewards
- 6+ tracks, endless potential
From Oct. 22, 2025 – Feb. 7, 2026.
Supported by @HackQuest_ & @OpenBuildxyz.
Enter the arena: hackquest.io/hackathons/Mant…
Shiro retweeted
We're thrilled to unveil that $MNT is supported by @Anchorage Digital's secure custody and self-custody wallet, Porto.
Global institutions can now access $MNT safely and seamlessly, opening the door to broader participation in Mantle’s onchain economy.
🧵👇
Shiro retweeted
Why don't public chains don't work for bank?🧵
All transactions are visible, so when institutions move large amounts, competitors can see it and frontrun their trades. Earlier private chains solved privacy but created isolated systems. Banks couldn't easily transact with each other across different chains.
Which is why @CantonNetwork was created! An institutional chain that launched in May 2023 with 30 financial institutions including Goldman Sachs, Deutsche Bank, Morgan Stanley, BNP Paribas. Full mainnet went live July 1, 2024.
‣ Official network launch in July 2024
‣ Raised $135M in June 2025 from TradFi firms
‣ ~$6T tokenised RWA on the Canton network
‣ 600K+ daily transactions & 575+ validators
➠ How does it works?
➢ Each institution runs its own chain but can settle trades with other institutions through a shared synchronizer
➢ Transactions are only visible to the parties involved. If Bank A trades with Bank B, only those two see the details
➢ The network verifies the transaction happened without seeing the actual data
➢ Uses Daml language that codes legal terms into smart contracts
➢ No public transaction queue means bots can't see and exploit pending orders
➢ Fixed fees instead of bidding wars so consistent execution across all nodes
➢ Interoperability via Chainlink, LayerZero and Wormhole
When assets are tokenized on Canton, they become legally recognized with the chain serving as the official books and records. Rights and obligations enforced at protocol level.
Supports everything from bonds, repos, money market funds and private equity to wrapped crypto assets like CBTC while maintaining privacy.
➠ Why does it standout?
1. JPMorgan merged blockchain systems (Quorum, JPM Coin, Liink) into Kinexys platform 2025. Processes $2B+ daily. Connected to public chains and Canton. Adding Bitcoin/Ethereum as loan collateral by yearend.
2. Goldman Sachs built GS DAP tokenization platform on Canton technology. While BlackRock, Fidelity, Federated Hermes is testing.
3. Canton's coin is used to pay for synchronization services across the network. Coins aren't created automatically. They're earned by running validators, building applications, or operating the Global Synchronizer.
➢ You contribute to the network, you earn tokens.
➢ When users settle trades on Canton, they pay fees in Canton Coin
➢ Those fees get burned, removing tokens from circulation
This creates a self regulating system. So more network activity means more fees burned, which balances against new tokens being earned.
4. According to Bloomberg, some backers of Canton Network are in talks to raise approximately $500M to establish a listed entity dedicated to investing in Canton Coin. The entity also plans to serve as a supervalidator and develop network applications.
➠ How is it different from it's competitors?
‣ Plasma: focuses on retail payments, zero fees
‣ Arc: built for USDC stablecoin infra
‣ Tempo (Stripe + Paradigm): optimized for payment speed
Canton targets institutional settlement where banks finalize trades with each other which is a different purpose than consumer payments.
➠ Conclusion
Banks are upgrading their settlement infra. Traditional systems close on weekends and take two days to finalize trades. @CantonNetwork operates continuously and can settle immediately by modernizing them while keeping regulatory oversight and privacy controls.
Shiro retweeted
If I had $10,000 in crypto right now, I would
-Max farm perp DEXes: HL, Lighter, Paradex, Extended, EdgeX, Pacifica++. Focus on low OI coins and do delta neutral between the DEXes.
-In general, focus on airdrop farming: remember the Plasma sale. Accounts got $9k in an airdrop even if they allocated as low as $1 into the sale.
-Try to join the MegaETH sale with $2,650
-Polymarket: provide liquidity and take small bets daily to make volume with the focus on breaking even. Focus on bets that resolve quickly to create massive volume.
-Make a good Twitter account, play the long-term game, and only write about good projects if you participate in InfoFi.
-Build up your presence on Twitter, and use that leverage to apply for a web3 job
-Join Kaito, Cookie, Ethos, Wallchain etc., and join campaigns where you're paid to post about quality projects
-Build a tight group with friends in here that you can discuss trades and strategies with. I would say 4-8 people max. Everyone in the group should have an edge in some form and be active.
Shiro retweeted
Gm,
Remember when I told you about @almanak and its vault for stablecoin yield farming?
We are also receiving points for Almanak Airdrop too, as you know.
There is now on Pendle a x5 Almanak Points for YT holders.
I'll explain everything.
The airdrop could be juicy ↓ 🪂
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✦ I've written about @almanak already, so here are a few posts to catch up:
• What's Almanak:
🔗 x.com/CryptoShiro_/status/19…
• Almanak Yield + Points Farming on Pendle explained
+ @cookiedotfun x Almanak Airdrop:
🔗 x.com/CryptoShiro_/status/19…
So we're now entering stage 3 of Almanak Points Season, the last stage.
This stage & its pool on Pendle end/mature on December 11th.
We can expect TGE shortly after, since they said the token is launching this quarter.
We also learn that 1 Almanak Point ≈ 1 Token at TGE.
Learn more about Almanak Stage 3:
🔗 x.com/almanak/status/1980230…
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✦ So what to do now?
First you'll need to deposit your stablecoin on Almanak Vaults, you'll receive alUSD.
🔗 Here: app.almanak.co/invite?code=g… (my reflink)
For a current estimated 13% APY.
You can already stop here for a very good APY.
But you have three more options.
You can either:
• LP your alUSD on Curve (3x points) or Pendle (1.5x points), to earn yield + points for the Almanak Airdrop.
• Buy PT on Pendle to maximize the yield but earn 0 point.
• Or buy YT on Pendle to maximize the points (5x) if you believe in a high valuation at TGE.
If you've read my post that I linked earlier, you already know how Pendle works.
But if you want to understand it more in this scenario with Almanak, it has already been explained very well here:
🔗 x.com/Slappjakke/status/1981…
🔗 x.com/Magicianafk/status/198…
If you believe ALMANAK will launch at least as high as its public sale valuation, you should bet on YT. Make sure you understand how it works first of course.
I'm also farming SNAP & CSNAP for the Cookie x Almanak Airdrop and you can do the same, start snapping.
🔗 x.com/CryptoShiro_/status/19…
With the high valuation ($90M) of the sale, I expect a pretty good valuation at TGE. Especially if December is bullish.
NFA & DYOR, as always. 🫡
I'm being asked what x402 is, so here's why you should care:
a) Background:
- The x402 protocol enables agents to make payments onchain
@a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030
- It's dubbed the "Payments MCP" [Model Context Protocol];
I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to interact with real world data, so payments MCP enables agents to transact with their own wallet
b) Backers: @coinbase + @Cloudflare
- So you'll see the bulk of this activity on @Base; But it's also cross-chain (Solana, Polygon, Near etc)
- It's why you've seen several @virtuals_io x402 agents pop off in the past few days - several of the ecosystem agents use the x402 protocol
- The acquisition of Echo by Coinbase took centre stage earlier this week; but this is Coinbase AI Agent baby; and IMO (I'm biased) far bigger. Sorry @beast_ico
c) Relevant x402 protocols:
- @pingobserver - first token minted by x402
- @heurist_ai
- @virtuals_io
- @questflow
- @AnchorBrowser
- @GoKiteAI announced its partnership with @brevis_zk this week for privacy around payments with agents; it uses x402
- @Cloudflare Agents SDK + Google A2A payment protocol
- @PayAINetwork
- $DREAM (Virtuals)
- $SANTA (Virtuals)
- $GLORIA (Virtuals)
- $AURA (Virtuals)
Honestly the list could go on, so I'd advise researching before spraying and praying.
NFA on these - they're simply affiliated with using the x402 and it doesn't necessarily mean value will accrue to these tokens. If anything it'll accrue to the protocol backers itself - COIN.
You can check x402scan.com (see thumnail)
d) Other Insights:
1) @circle has an ongoing relationship with Coinbase and the main currency transacted by these agents is Stablecoins to pay for compute etc. So as you can imagine USDC will likely be the stable of choice
2) Neo Banks are gearing up for AI Agent payments:
- @Tether_to launched its wallet development kit; the tagline is that there's anticipated to be trillions of wallets. These obviously won't be human wallets, so I'll let you connect the dots
- @useTria partnered with several AI protocols and this week with @billions_ntwk for zkKYC as privacy around payments comes to the forefront
- @Visa + @Mastercard announced their AI Agent programs a few months ago and are rolling out the infra for trillions of transactions. Almost all of these Cards from these Neo Banks are VISA/Mastercard.
- @PayPal ventures led the $18m Series A for Kite AI; PyUSD coming in hot here for agentic stablecoin usage?
Next step: Robots will have their own crypto wallets with virtual cards to make payments in the real world. Welcome to physical AI!
3) @a16zcrypto report on AI referenced x402 specifically when talking about AI Agents and payments, anticipating $30 trillion in agentic purchases by 2030
Interesting quote: "x402 is what the internet was supposed to be - payments via https" - @_imhamzah
4) @RibbitCapital released their 2025 "Token Letter" which discusses agents + payments (see "knowledge" tab on their website):
- Page 1/2: AI systems are economic participants that will earn and spend
- P33/34: Stripe and upstarts like PayOS will capture a lot of value building this infra for agents
- P33-35: Stablecoins and programmable money will be used by both humans and agents for payments and asset mgmt.
- P39/40: AI agent payments will become new financial rails for autonomous entities
TLDR: AI Agents + Payments is only going to get bigger. x402 is positioning itself at the enabler of this parabolic payment boom.
The cats out of the bag, so how would you capitalize on the upside?
Taking a cut in fees on trillions of txs isn't a bad idea.
It's been an eventful week as the CSGO skins market falls into turmoil, Echo is acquired by Coinbase, CZ is pardoned and @a16zcrypto releases its 2025 "State of Crypto" report:
"Crypto may be the only viable payment rails for AI Agents...Gartner estimates that by 2030, $30 trillion in purchases will be made or influenced by AI Agents"
Keep an eye on those emerging Neo Banks and the associated integration of AI for payments... x402 season?
Here's the DeAI roundup since Monday:
- @GoKiteAI (tokenless) partners with @brevis_zk for (you've guessed it) AI Agent payments! This will enable a verifiable computation and payments system. We've seen a boom in privacy coins recently, so the intersect of these two could well be the catalyst for the next leg up for not just DeAI, but for crypto more broadly
- @AlloraNetwork (tokenless) releases information on its $ALLORA tokenomics, including 30%+ to community and network emissions
- @the_nof1 "Alpha Arena" continues to gain attention as Qwen's portfolio surges 60% in the past 24 hours; giving AI a portfolio of $10k to trade to see which model (grok, openAI, Qwen etc) has the best performance
- @Surf_Copilot crosses 50k users following the reveal of its mobile app, this now offers a comprehensive AI crypto copilot as it partners with several prominent entities like UpBit + more
- @openservai partners with @getdomeapi (YC 2025 Batch) to push forward AI + prediction markets; the token rallies 30% on the news; why? It aggregates the best price and connects all the relevant markets (Kalshi, Polymarket, Limitless etc) - This goes beyond speculation... you can hedge real businesses e.g. farming crop production + weather
- @bluwhaleai token goes live, hitting $340m FDV and settling around the $220m FDV mark with $100m in volume in a 24 hour period
- @useTria (tokenless) churns a million USD in revenue, mostly through its "Best Path" AI swap solution; it also partnered with @billions_ntwk to bring zkKYC; privacy popping up again! AI Payments cropping up again...
- @eigenlayer (verifiable AI) $EIGEN is LIVE on Google Cloud’s Faucet
- @hippius_subnet becomes the first TAO subnet to be listed on a CEX with @MEXC_Official
- @arbitrum's grant for the @USDai_Official Auto vault strategy will be distributed imminently
- @cookiedotfun delivers $12m+ in rewards for its cSNAPS campaigns with several users bagging 5 figures [soon to be 6 ;) ] from various rewards programs. What I don't think people realize is the product has a plethora of AI Agents amalgamating data on the crypto market - a top notch research tool as well as an infoFi platform
- @gaib_ai reveals that it has deployed $50.4m into AI & Robotics financing deals at avg ~16% APY; more than $700m to come!
- @FractionAI_xyz to launch 2,500 AI powered NFTs with @FOXX_NFT
- @farcaster_xyz has acquired Clanker. As a result 3% of the $BNKR supply has been burnt
- @sire_agent increases its alpha Vault to $500k which subsequently fills; think agentic oddsmaker as the ROI offers double digit returns
- @vooi_io (tokenless) uses AI to aggregate all the best pricing on Perp DEX positions. But the interesting part is that it initially raised through Echo (acquired by Coinbase) and is also backed by YZiLabs. Both these behemoths have a vested interest in the success of this protocol - step aside Aster...
- @ridges_ai sells some alpha tokens into its LP, bringing runway to $4m to launch their product w/o needing to worry about runway
- @almanak (tokenless) Founder @NeoAlmanak provides insights into its Bribe markets and associated token value accrual ahead of the token launch; Fees from vaults/AI compute accrue to veALMANAK via emissions, governance
Bonus (Trad AI to watch):
a) Amazon rolls out its smart glasses to all its delivery drivers; why is this significant? It is providing real world visual data that can be used to train Robots
b) Google Willow ran an algorithm (Quantum Echoes) computing a 150-year problem in 2 hours; 13,000x faster than the best classical algorithm on one of the world's fastest supercomputers; pay attention to tech that is trying to keep your assets secure (quantum resistance)
Let me know in the comments if I've missed anything and I'll append below!
Disclaimer: I hold several tokens and have partnerships with some projects mentioned in this post.
Shiro retweeted
What is x402?
x402 is an open payment protocol developed by @coinbase that revives the HTTP 402 “Payment Required” status code.
It allows AI agents or bots to pay for services in real time using crypto. Instead of relying on API keys or subscriptions, agents send a request, receive a 402 response with payment terms, settle the payment in USDC (on Base), and retry the request to access the resource.
It’s chain agnostic and designed for seamless integration across services. @Cloudflare has partnered with Coinbase to support x402 natively within their agent and serverless platforms, making it easier to deploy pay-per-use services.
x402 enables autonomous agents to access paid services directly. An AI agent can programmatically unlock premium resources by responding to real time payment prompts, all without human intervention or pre configured credentials.
How does CodecFlow integrate or work with x402?
CodecFlow doesn’t use x402 directly but enables it through the SDK. Developers building with CodecFlow can integrate payment logic into their robots using x402 or other methods. The SDK allows optional support for payments, whether crypto or traditional banking, so that robot services can be monetized natively.
Much like how the MCP protocol unified tool communication for LLMs, x402 serves as a foundational payment layer. Once widely adopted, it could become a “Visa/Mastercard for robots,” enabling seamless economic interactions across platforms.
There’s also future potential for CodecFlow itself to use x402 as a billing layer for its services. This would make the entire revenue pipeline transparent and onchain. While this isn’t implemented yet, it’s a viable route we will explore.
Shiro retweeted
x402 in a Nutshell
Tokens under x402 meta pumped 200-1000%+ during the past week.
x402 was live since May, created by Coinbase Developer Platform but recently adoption surged due to Google & Cloudflare further pushing the adoption of the standard.
Here's what the hype is all about
There are 2 sides to this (i) Memecoin trench side (ii) AI agent side
1. Memecoin Trench
x402 reignites the memecoin hype, dubbed "HTTP-native Fair launch Meta"
Devs Drop URL ➙ Users instantly mint tokens via a simple web request ➙ Instantly receiving tokens on-chain
TL;DR -> Instantly ape into memes with a few clicks (even faster with agents)
> Current hype is focused on memes generated by x402 "HTTP mints"
> Launchpads that allow you to launch memecoins via x402 easily popping up left and right
2. AI Agents
The hype for AI agents with x402 integrated & Orchestrator that's plugged in into Web3 agent services + Web2 apps/agents
The standard opens up better accessibility + distribution for the entire agentic internet (Web2 + Web3)
Before you'd need accounts + credit cards or manual wire + human authentication + KYC + pay huge fees to Stripe or other intermediary, now it's seamless and fast with x402.
> Orchestrator teams like $SANTA (on Virtuals), $KARUM (on CreatorBid) that handle the complexity of agents-to-agents interactions, figures out the right agents for the job, settle all the payments, and make sure the jobs are properly done & paid for.
> + All the agent teams with x402 integrated are experiencing the pump
My Thoughts
The memecoin trench hype will likely be short-lived because at the heart of it, they're memes.
The AI agents side however is different, x402 + adoption from Google AP & Cloudflare global standardization + ERC-8004 (Ethereum as the passport for agents) will enable the proliferation of Web3-native AI agent services.
At the end of the day, if services quality is low, people (or agents) flock to higher quality ones. Real-time pricing, your reputation, and transaction/service history will be more important than ever.
Only quality agents + better distribution = better revenue opportunity
This is Darwinian selection at scale — your agents' products or services compete at global scale (against both Web2 & Web3)
Only infrastructure & agent players offering good inference/intelligence will be able to 10x their revenue with x402
So yeah... make sure to not get swept up by all the hype because at the end of the day, only fundamentals will last in this cycle.
More commentary on this in this week's the After Hour episode
Shiro retweeted
Most crypto fundraising is a mess. Teams raise millions, dump tokens on retail, insiders get sweetheart deals and holders watch their bags slowly bleed🧵
@MetaDAOProject is fixing exactly all of that. Instead of letting teams control everything, MetaDAO locks all raised funds in a DAO-controlled treasury. The team can't just take the money and run.
Team tokens unlock based on price performance. So if there is no price growth, team gets nothing.
‣ 2x from ICO price = first unlock
‣ 4x = second unlock
‣ 8x, 16x, 32x = remaining stages
➠ Governance actually works on Futarchy
Most DAOs use token-weighted voting. Whales decide everything. MetaDAO uses prediction markets instead. So people bet real money on the outcome.
➢ Someone submits a proposal (allocate $500K to build a new X protocol)
➢ The system creates two prediction markets:
1. Market A: What will $META price be if this passes?
2. Market B: What will $META price be if this fails?
If Market A shows $15 and Market B shows $5, the market is saying "this proposal adds value" The proposal passes automatically.
➠ MetaDAO vs PumpFun
Both are on Solana. Both launch tokens. That's where similarities end. PumpFun dominates volume (80% market share) while MetaDAO dominates sustainability.
1. PumpFun
‣ 10M+ tokens launched since January 2024
‣ One click creation for under $2
‣ 71% of all Solana tokens in October
‣ ~$1M daily revenue
‣ Only 0.7-0.8% of tokens move to real DEXs
‣ 99%+ failure rate
2. MetaDAO
‣ Application required
‣ 4-day commitment period
‣ Vetted projects only
‣ ~100 proposals, 5+ completed ICOs
‣ Average 12x ROI at ATHs
➠ How does it stand out?
Major spending needs governance approval through prediction markets. This makes sense cuz otherwise whales control outcomes, low participation, emotional decisions, no accountability.
MetaDAO controls everything from Minting rights + Treasury access + Smart contract permissions + Budget approval
If it is oversubscribed, you get proportional allocation + refund. If it doesn't hit minimum you get full automatic refund.
➢ Once funding succeeds, all USDC moves to DAO treasury (not team wallet)
➢ 20% USDC + 5M tokens seed liquidity
➢ Team limited to 1/6 of minimum raise/month
➢ @paradigm just committed to buying more tokens
➢ 6th Man Ventures bought $1.5M worth at $6.35
➢ If founders disappear, community can continue or restart
➠ Performance of the projects launched
1. Umbra: Raised $3M with 1,160% oversubscription
2. Omnipair: Raised $1.1M, 3.6x oversubscribed
3. Avici: ICO $0.35, did a 3x in terms of PA
4. Recent ones like ZKSOL & Loyal are 5% down from launch
$META is up 450% last month, currently trading at $8.75 with a mcap of $200M.
➠ How can one participate?
‣ Go to Metadao site
‣ Connect wallet (need USDC + gas)
‣ Browse active fundraises
‣ Read disclosure, commit funds
➠ Conclusion
100+ projects applied. Five passed threshold. Seven tokens trading. Platform launched mid-2025. All on Solana is exposed to ecosystem volatility imo.
If someone is building something lasting on Solana. Performance unlocks + DAO treasury +prediction markets signals shows's @MetaDAOProject' model makes sense.
Shiro retweeted
Gm,
Another big news for INFINIT!
@Infinit_Labs x @Google to bring agentic finance to millions.
It does sound good, right?
INFINIT keeps doing everything right, and $IN keeps growing.
Let's see what this partnership is about, and the other many catalysts ↓ 🧵
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✦ What is this INFINIT x Google partnership about?
So INFINIT has partnered with Google & Google Cloud to bring agentic finance to a global audience.
First if you don't know what is @Infinit_Labs & the Agentic Narrative:
🔗 x.com/CryptoShiro_/status/19…
🔗 x.com/CryptoShiro_/status/19…
INFINIT already showed the potential of its infrastructure with its coordination layer in DeFi:
> 559k wallets
> 663k agent transactions
But now, through integration with Google’s A2A (Agent-to-Agent) standard, any application using A2A can now tap directly into INFINIT’s DeFi agent infrastructure.
→ Meaning that via Google’s Vertex AI + A2A, INFINIT's capabilities can be embedded into wallets, exchanges, and financial apps, enabling intelligent portfolio management, execution strategies, and autonomous yield optimization.
The goal with this partnership is to reach fintech & traditional systems.
This integration is also aligned with Google’s Agent Payments Protocol (AP2), which connects agents to major financial rails like Mastercard, PayPal, Coinbase, and Revolut. As AP2 grows from payments into broader financial actions, INFINIT becomes an infrastructure that manages and grows capital.
With the A2A compatibility, INFINIT will be taking a fee cut from any other entity that uses/calls one of their agents, with those fees flowing back to the protocol and benefiting $IN stakers.
The integration of Vertex AI and Google's other AI/ML capabilities improves the accuracy and precision of INFINIT Intelligence, which we know drives the outputs to INFINIT Strategies, so this partnership not only sets the foundation as they expand beyond just DeFi, but also has tangible benefits to the current platform too.
✦ TL;DR
• INFINIT's infrastructure is now expanding beyond DeFi into fintech and payments, via a partnership with Google, laying the foundation for a new category: agentic finance.
• Google provides the distribution + rails.
• INFINIT provides the financial agent coordination layer.
• Together → the foundation of global agentic finance.
INFINIT is also already in discussions with major fintech partners in Southeast Asia to deploy agentic payment and portfolio tools at scale.
So with this partnership it's clear that while DeFi remains a key focus point for INFINIT, there's a much broader vision.
🔗 x.com/tascha_panpan/status/1…
🔗 x.com/Infinit_Labs/status/19…
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✦ More Catalysts
• $IN listed on Upbit
🔗 x.com/CryptoShiro_/status/19…
• INFINIT secured the KRW pair for IN on Bithumb.
So $IN is now listed on the largest Korean exchanges, a major milestone given how important Korean retail flow and visibility are:
🔗 x.com/BithumbOfficial/status…
• INFINIT integration into @BinanceWallet giving over 280 million users access to Infinit’s Agentic DeFi layer.
Users can discover and execute strategies through Infinit Intelligence and Infinit Strategies within the Binance interface.
This marks the beginning of future collaboration - native in-app integration of INFINIT within Binance Web3 Wallet:
🔗 x.com/Infinit_Labs/status/19…
• The INFINIT x Kaito Season 3:
🔗 x.com/CryptoShiro_/status/19…
• The Roadmap:
x.com/Infinit_Labs/status/19…
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We've already made multiple Xs with $IN, and yield earnings with INFINIT's Strategies as well, but it's just the beginning.
I'm locked $IN. 🫡
✦ Here is a good list of INFINIT Yappers
That you can follow & interact with:
@tascha_panpan
@blocmates
@kenodnb
@Flowslikeosmo
@splinter0n
@2lambro
@eli5_defi
@Mars_DeFi
@CryptoGirlNova
@Defi_Warhol
@stacy_muur
@crypto_linn
@0xAndrewMoh
@0xDefiLeo
@YashasEdu
@the_smart_ape
@Defi0xJeff
@Rightsideonly
@belizardd
@zerokn0wledge_
@St1t3h
@TimHaldorsson
@cryptorinweb3
NFA & DYOR.
INFINIT partners with @Google and @GoogleCloudTech to bring agentic finance to millions.
Anyone can access INFINIT's AI Agents for agentic coordination in their financial apps.
This partnership marks the first step towards INFINIT becoming the universal infrastructure for agentic finance.
This is the foundation for agentic finance at scale.
Proven in DeFi, Built for Global Finance
INFINIT has proven sophisticated agent coordination in DeFi:
• 559,000+ Wallets
• 506,000+ DeFi Conversations
• 633,000+ Agent Transactions
DeFi was the start. Next is scaling these capabilities to millions of developers building the future of agentic finance.
A2A Integration Unlocks Exponential Distribution
INFINIT integrates with Agent2Agent (A2A), Google's open standard for AI agent interoperability.
This transforms how developers access INFINIT's DeFi capabilities.
Every application adopting A2A automatically gains access to INFINIT's agent infrastructure, exponentially expanding reach from individual partnerships to ecosystem-wide distribution.
Any application can now integrate INFINIT's agentic coordination capabilities:
• Wallets requiring intelligent portfolio management
• Trading platforms executing cross-chain strategies
• Financial services building autonomous yield optimization
• Portfolio managers coordinating multi-protocol operations
Developers integrate sophisticated agentic coordination in a matter of hours, while users access advanced financial strategies with agentic coordination.
Google's AI Infrastructure That Enables Agentic Finance
Google Cloud's Vertex AI provides the foundation enabling INFINIT's agent coordination at scale with these capabilities:
1. Specialization: Vertex AI's Model Garden lets INFINIT's infrastructure to automatically select the optimal LLM for each natural language query.
2. Personalization: Vertex AI's RAG Engine processes massive on-chain and off-chain data, enabling agents to understand user history, market conditions, and protocol details providing complete context to AI agents.
3. Accuracy: Gemini's capability feeds complete instructions to all 30+ agents across multiple blockchains without compromises resulting in zero hallucination in financial execution.
The Vision: From DeFi to Payments to Complete Financial Coordination
This is only the beginning of INFINIT and Google's collaboration.
Google recently launched its Agent Payments Protocol (AP2) as an extension of A2A - enabling autonomous commerce across 60+ partners including American Express, Mastercard, PayPal, Coinbase, and Revolut.
Agents will be able to execute purchases, coordinate bookings, and manage delegated financial tasks autonomously, starting from payments.
The next stage entails sophisticated agentic coordination beyond simple transactions. INFINIT provides this through A2A-compatible DeFi infrastructure where agents orchestrate:
• Personalized yield optimization
• Cross-chain liquidity management
• Portfolio rebalancing across protocols
• Multi-step strategy execution
As the agentic payment ecosystem matures, INFINIT becomes the infrastructure enabling agents to not only spend capital, but strategically manage and grow it.
From standalone DeFi agents to the universal infrastructure for global agentic finance.
This partnership and integration with Google and Google Cloud positions INFINIT as a key building block for agentic finance, helping shape a more transparent, efficient, and accessible financial system.
The future of finance is agentic. The foundation is INFINIT.
