Yaki

Yaki

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All day degen plays. My view scopes profit | @SonicLabs @base runner. DM: https://t.me/Yaki_fomoArt Degen life: https://t.me/Degenlife_brothers

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I’m mainly focused on farming perp DEXs this year, quick read across names on Polymarket: – EdgeX: ~$1B FDV – StandX: ~$400M – Extended / Variational / Ostium: ~$300–500M – Paradex / Pacifica: ~$300M, higher tiers barely bid. the market is pricing $300–500M FDV as the gravity zone for new perps. $1B+ is no longer the default. seems ppl will buy base case, but they’re not paying for hopium. timing, macro, and how long projects can keep people farming before TGE matter just as much.

.@tread_fi is actually solid tech to farm perp dex airdrops rn. > mostly using delta neutral bots to hedge across @nadoHQ @extendedapp @pacifica_fi > using mm bots when the market is low-vol (Asia session + weekends), mid-price + grid setup tread: app.tread.fi/referral/O0NGHVRW… nado: app.nado.xyz/?join=J1QAvRB

$XMR / $ZEC = anonymity-first, fighting regulators by living outside the system $ROSE = smart privacy, trying to be the bridge where privacy + compliance can coexist the core tech angle is confidential compute. Sapphire is their confidential EVM runtime, built around TEEs. so data stays private during execution, but you still get selective disclosure when audits or compliance are needed. the privacy narrative is also getting upgraded by AI. agents running strategies on a public ledger are basically leaking their own alpha and wallet state. @OasisProtocol leans into this with ROFL (Runtime Offchain Logic), which is verifiable offchain compute inside TEEs, with onchain attestation. ROFL is a trust-minimized compute layer. you run heavy logic offchain (AI inference, trading logic, intent solving), then get cryptographic proof onchain that it ran correctly. ppl are starting to realize this gud tek, so $ROSE doubled from the bottom. the ecosystem is getting denser too: > Ocean’s confidential Predictoor → real $ROSE rewards > SemiLiquid building custody-native credit rails > Zeph, WT3, agent infra using ROFL > Accumulated Finance, Midas, Neby, Thorn filling the DeFi side > Nvidia GPU TEEs coming → private LLM compute onchain becomes real for smth positioning itself as the private layer for institutional AI, credit, and asset management, breaking out $130m cap while $ZEC and $XMR sit past $10B feels mispriced. think a solid privacy trade here.

what makes @wardenprotocol's 2025 interesting is that they accidentally turned agents into an onchain economy. > 60.4M agent runs > 12M+ verifiable inference proofs > ~$750k in protocol revenue, with most of that flowing directly to agents themselves > millions of monthly users,

this is the shift away from monolithic apps by @wardenprotocol. > 60M+ total agent runs. >11.6M onchain proofs. > 18 active agents competing for flow. > user base already ~13M. one master surface routing everything. specialized agents underneath doing one job well. that modular orchestration model is starting to show real gravity. with $1M to attract builders directly into the hub, we’re gonna see more agents → more use cases → more users → more proofs → more fees flowing through the system. don’t forget $WARD TGE in Jan puts an economic layer under all this activity. ward up.

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