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Crypto攻城狮
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Crypto攻城狮
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I have an old friend who has suddenly become mysterious recently. I usually like to chat about the market, but these days I only say one thing every day: "I'm incubating memes." I thought he was just going for that purely emotional spin again, but one day he smiled and said: "This time it's different. The memes I make have cash flow." I was surprised and said, "What kind of new species are you working on?" He said: "@bitdealernet, each meme coin on it is backed by assets and can continuously distribute liquidity." After listening to it, I just want to say one thing - finally someone in the crypto is taking memes seriously. 1. Core Logic: Meme + Asset Backing + Perpetual Liquidity 🔹Dual Liquidity Pools + Perpetual Lockup Funds raised are designed to be split into at least two pools: one pegged to RWA/SOL collateral, and the other to $BIT. More importantly, once established, these LPs are permanently locked in, institutionally closing the backdoor to "pool withdrawal and absconding." 🔹 Asset Endorsement and Cash Flow Mapping: Net revenue generated by the launch of a game or project will be partially or entirely used to repurchase the corresponding RWA tokens, rather than directly disbursing cash to $BIT holders. In this way, $BIT serves as the ecosystem control/incentive layer, while the "asset + discount" benefits fall to the RWA tokens and game beneficiaries. This design ensures that the meme is not floating without roots, but rather can breathe within the asset system. 🔹Clear Utility + Defined Boundaries: The white paper clearly states that $BIT is a utility token. It does not participate in iGaming profit dividends and is not equivalent to equity. It is used for governance, fee payments, incentive distribution, and access to specific ecosystem functions. This definition is extremely important because it delineates the boundary between "narrative" and "realization." 🔹Content Incentive + Community-Driven Projects choose to join the Kaito ecosystem, making creators/Yappers also important nodes in the system: if you write about trends and create valuable content, you will receive ecosystem rewards. This transforms "writing" from a hobby into a true "value-oriented behavior." 2. Latest Actions + Signals: Signs of the launch of the gaming sector are emerging: @bitdealernet revealed some iGame/RWA docking plans in advance, emphasizing that "equity-endorsed projects are about to debut," indicating that implementation is accelerating. Strengthening the social reward mechanism: On the Kaito/Yaps platform, the project team has increased the publicity of creator ratings/rewards, emphasizing the core foundation of "whoever creates value gets the token." The mechanism continues to be refined: The team mentioned several times in the white paper that "we will continue to iterate the reward model and lock-up rhythm", indicating that they are not satisfied with a one-time setting, but value adjustability. 3. Siege Lion's Judgment + Key Points I Focus on 1.Bitdealer has the potential to become the underlying infrastructure for memes. If it successfully establishes this "asset + meme + incentive" triangle structure, other meme projects could run directly on it in the future. Just like ERC-20 runs on Ethereum today, it could become a backbone chain for the meme world. 2. The cash-out mechanism is the core test. Design can be well-reasoned, but execution is the real work. The amount of revenue, the pace, and actual traffic of post-launch buybacks are key to verifying the project's real value. I am particularly optimistic about three measurement indicators: repurchase frequency, repurchase amount/ratio, and player payment/active number. 3. The ability to identify content determines the quality of the ecosystem. Incorporating writing/community behavior into the incentive system is a major trend, but identifying the "real value" of creators is much more difficult than inflating the volume. The siege lion believes that in the early stages, content creators with depth, insights, and connectivity will be given more say by algorithms/communities. 4. Keep a close eye on the release/unlock cadence. Although LPs are permanently locked up, the nominal circulating supply of $BIT will be affected by releases/airdrops. If the release cadence is too rapid, there is still a risk of impact. What I need to monitor include: unlocking tables, unlocking announcements, and the holdings of the team/advisors/early users. 5. Community Consensus and Secondary Identity Whether a meme project can ultimately be self-consistent within the community is crucial. $BIT cannot simply be a token; it must carry community recognition, identity, and express values. Whether it embodies culture, stories, and labels is something I will repeatedly question. Conclusion BitdealerNet currently looks like an ambitious structural experiment. It's not just about creating memes, but rather about giving memes the power to run, the blood to flow, and the support to sustain. I believe that if the meme trend has a chance to reshape the landscape in 2025, it could be one of the keys. However, to go from being "promising" to being "proven," it still has to go through wave after wave of tests. The next two to three months will be a crucial evolutionary period. I will continue to track data, the launch of new games, repurchase activity, and whether the content incentive mechanism is fully implemented.
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Crypto攻城狮
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I've been keeping a close eye on @Talus_Labs lately—it doesn't feel like a hype project, but more like one that's forging ahead on the AI x blockchain path. A few recent updates particularly caught my attention: 🔹Talus has launched its Agent vs. Agent model in the Testnet phase, allowing users to experience the real-world combat mechanics of AI agents. 🔹The project's latest round of funding exceeded $10 million, led by Polychain, with strategic support from the Sui Foundation and the Walrus Foundation. 🔹The whitepaper, Devnet, and Nexus framework have been released, officially making the concept of "autonomous AI agents" a viable development tool. 🔹Talus is also using Sui as its coordination layer and Walrus as its data layer, enabling agent transactions to flow and be verified between the on-chain and data layers. Based on this, as a developer, I have the following judgment/opinion: 1.Talus's value proposition is evolving from "AI tool" to "AI participant." It's no longer just about providing an intelligent assistant; each agent is empowered to run independently, make decisions, compete, and generate value. Users can place bets, observe, and participate in their competition. This approach, which makes AI "the object of prediction/investment," is quite novel. 2. Trust mechanisms are the first barrier to entry. If every action of an agent can't be verified and tracked, it can easily be accused of human intervention. Talus incorporates "verifiable reasoning + on-chain auditing" into its architecture, recognizing that trust is the biggest challenge of on-chain AI. Whether this capability can be truly implemented will be key to its future reputation and ecosystem vitality. 3. Strategic integration + resource support are the foundation. Funding isn't just about the amount, but also the matching of backers. The entry of Sui and Walrus will significantly enhance Talus's integration capabilities at the architecture and data layers. In the future, agents will be able to access data, trade assets, and interact across chains, making them more likely to appear across different ecosystems. 4. Risks cannot be ignored 1) The token model has not yet been fully disclosed, and early distribution and circulation designs will be closely scrutinized. 2) As scale increases, the computing power, cost, and latency issues associated with inter-agent competition, inference, and verification will be exposed. In the early stages, centralized forces may dominate agent paths or validation nodes, and ensuring scalable governance will be a challenge. 3) Therefore, I believe @Talus_Labs is more worthy of tracking than most AI+chain projects. The next milestones may be the official launch of AvA Markets on Mainnet, the implementation of the token mechanism, and the entry of the first batch of high-quality agents.
IDOL
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Crypto攻城狮
Having participated in so many liquidity events over the past few years, I've become numb to the promises of "100%+ APY." Most projects rely on subsidies to stay afloat, only to see their TVL evaporate overnight once the event ends. I was initially skeptical of @MMTFinance's HODL Campaign on Sui. Not only did it attract $30 million in an hour, but funds haven't been withdrawn much since then, and the public offering and points mechanism continue to lock up funds. This demonstrates that it isn't solely relying on airdrop hype, but rather has a sustained incentive structure (ve(3,3) + treasury income). In this era of "retention," Momentum has provided an interesting answer. 1️⃣ Community-first MMT public offering launched @MMTFinance has partnered with @buidlpad to launch the MMT Community Offering, targeting $4.5M. The campaign features two valuation tiers: Tier 1 (lower valuation + higher amount) focuses on early adopters who participate in the HODL/WAGMI campaign; Tier 2 is open to general users who meet applicable regulations. All tokens acquired through this public offering will be 100% unlocked at the TGE, with no lock-up. 2️⃣ Token Scale: Transaction Volume and TVL Soar Since its launch, Momentum has claimed cumulative transaction volume exceeding $16-18 billion and a TVL exceeding $500-550 million. A significant amount of liquidity was "locked up" during the HODL Campaign to qualify for the public offering. This demonstrates that Momentum is transitioning from a "new project runway" to a "mid-scale" development path. 3️⃣ HODL Yield Campaign: Strengthening Liquidity & Community Mobilization As early as the end of September, the HODL campaign jointly launched by Momentum and BeadlePad attracted $30 million in one hour, with the APY capped at 155%. It also incorporated a points mechanism (Bricks). This not only sent a strong signal but also served as a combined "capital reserve pool + community warm-up" strategy. 4️⃣ Model and Mechanism: ve(3,3) + Concentrated Liquidity + Community Equity Momentum's design integrates the ve model and a three-dimensional incentive structure, aiming to integrate the motivations of staking, market making, and community contribution. Its concentrated liquidity design (similar to Uniswap V3) offers a natural advantage within Sui's parallel trading architecture. However, the model itself has its limitations: authoritative governance by large investors, continued pressure after the subsidy reduction, and cross-chain competition encroaching on market share may all pose challenges. 5️⃣ Strategic Path: Developing a Liquidity Hub + Cross-Chain Entry Compared to a pure DEX, Momentum's approach is to combine "treasury/multi-sig/DEX/cross-chain + launchpad" to become the central liquidity platform for the Sui and even Move ecosystems. Through channels like Wormhole and OKX Wallet, it can "bridge" assets from other chains into Sui, making it attractive to external capital. 6️⃣ Three Metrics I'll Focus on What is the TVL drawdown within 72 hours after the public offering? Can the fee income/LP net returns of each pool pair support the post-subsidy ecosystem? What is the composition of assets bridged through cross-chain bridging (stablecoins vs. risk-on coins) and how will liquidity activity be distributed? 7️⃣ Brief Practical Advice for Users Participating in the public offering: If you have points/locked positions in HODL/WAGMI activities, be sure to verify the Tier 1 requirements and quota. Market Making/Liquidity Provision: Prioritize mainstream pairs (such as SUI/USDC and SUI/ETH), focusing on spread and slippage performance. Community Tasks/Points: Allocate your energy wisely, and avoid passively completing ineffective tasks on the "last day" to reach the top of the leaderboard. In short: Momentum is using a combination of a community-driven public offering and a strong liquidity event to sprint toward the critical milestone of "transitioning from subsidy-driven to sustainable development." Its future success will depend on: the retention of funds after the public offering and the ability to realize actual transaction fees in a non-subsidized state.
UNI
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Crypto攻城狮
10-01
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I've been following @ZKVProtocol for a while now. The mainnet has launched, and the token has already undergone a TGE. ZK verification finally has a truly robust infrastructure. ZK technology has been much discussed in recent years, but the biggest challenges have always been verification speed and cost. ZKV directly separates the verification layer into a universal "quality control center." Whether it's SNARKs, STARKs, zkTLS, or the future zkML, verification can all be performed on this layer, efficiently and cost-effectively. Key points: Verification layer: Unified and low-cost, providing proof generation and verification services for all ZK applications; Multi-chain support: Compatible with chains like Arbitrum and ApeChain, enabling seamless cross-chain application integration; Ecosystem potential: Verification can be directly integrated into scenarios such as AI, DeFi, RWA, and gaming; Real data: The testnet phase attracted hundreds of thousands of users and millions of verifications, proving demand. The token $VFY is tightly integrated with the verification service and used for staking and fee payments. Its value proposition is clear, transcending mere governance tokens. Furthermore, its listing on major exchanges guarantees liquidity and visibility. In short: ZKV brings zero-knowledge proofs from the lab into production, truly completing the underlying foundation of the ZK ecosystem. #ZKVProtocol #zkVerify #VFY
ZK
1.23%
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Crypto攻城狮
09-24
While having dinner with a friend, he said, “Nowadays, AI+chain projects are hyped one after another, but once they are listed on the exchange, the FDV prices are sky-high, making it impossible for retail investors to participate.” I could only smile bitterly after hearing this - who hasn't been trapped by this old routine of high FDV + high circulation? In fact, what people in the crypto fear most is not that they are going in the wrong direction, but that they are right but have no profit. The @OpenledgerHQ I’m following this time is different: it’s listed on Binance, has a reasonable FDV, has a rhythmic airdrop release, and has obvious supply and demand tension, making it more suitable for ordinary investors to participate. Over the past few weeks, OpenLedger has made three significant breakthroughs that are worth highlighting: 1) Binance Listing + HODLer Airdrops Binance announced on September 5th that it will launch its spot trading platform (including USDT/USDC/BNB/FDUSD/TRY trading pairs) on September 8th. Initial circulation will be 215.5M (21.55%), with an initial airdrop of 10M open (1%), and an additional 15M over the next six months. The official contract will be published with the same BSC/Ethereum address (Seed Tag). This not only increases availability but also means that the timing of subsequent unlocks and secondary airdrops will directly impact the selling pressure structure. 2) The AI ​​wallet partnership with Trust Wallet has been officially confirmed by multiple media outlets: the two parties are collaborating to create an "AI-native, self-hosted wallet experience," integrating natural language commands, verifiable attribution, and on-chain automation directly into the wallet interface (without giving up private keys). This step brings the "intelligence as the gateway" narrative to life in the product line. 3) Content and attention incentives: Yapper Arena A six-month leaderboard for discussions on OpenLedger/decentralized AI, with a total prize pool of 2 million tokens (OPN/OPEN were previously used interchangeably), encourages in-depth content and long-term participation; it is naturally coupled with Kaito's Yaps rating/ranking ecosystem, which is conducive to forming a "measurable public opinion field." 🔧 The "Tradable AI Assets" route based on technology OpenLedger treats data/models/agents as liquid assets. Using primitives like Proof of Attribution, Datanets, ModelFactory, and OpenLoRA, it brings training, publishing, billing, and distribution on-chain, solving the long-standing dilemma of "who contributed what and how much they deserve." This is the key differentiator in AI × Web3. 💰 Financing and Endorsement In 2024, it received an $8M seed round (led by Polychain & Borderless, including HashKey, etc.). According to multiple reports, the company has accumulated approximately $15M in financing by 2025, and its narrative and capital are highly matched. 🌱 Ecosystem and developer support: OpenCircle Officials announced that they will provide $25M in ecological funding through OpenCircle/SeedLab, focusing on decentralized AI protocols and applications, supporting incentives such as computing power/attribution points, reducing experimental costs and accelerating application implementation. 🧭 My observations on investors/builders: Supply side: Seed tags + phased airdrops → focus on unlocking rhythm and secondary liquidity. Binance Product side: Pay attention to the Grayscale launch timeline for Trust Wallet integration (many sources say it will be announced on August 6, while industry sources mention an October pilot) to verify actual usage frequency and retention. Ecosystem side: Track the mainnet activity of http:/scan.openledger.xyz and the first batch of projects supported by OpenCircle to assess whether "billable real use cases" have emerged. In short, OpenLedger is advancing "AI asset liquidity" from a concept into a comprehensive product and ecosystem: exchange liquidity (OPEN) + wallet access (Trust Wallet) + community attention (Yaps/Arena). Ultimately, success will depend on whether the attribution mechanism can truly enable billable AI applications and a reusable data/model market.
BNB
2.34%
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