- tge radar on, rough maths below @goatnetwork bringing bitcoin zk rollup + decentralized sequencing to #btcfi let’s break it down: - supply: 1,000,000,000 $GOATED - unlock at tge: 10.43% - mining pool: 39.4% (sequencers/provers/challengers/ecosystem) - team: 23% (12m cliff + 18m
BTCFi alpha: Stake native BTC via @Artemisfinance on @goatnetwork, get artBTC 1:1, put it to work while 100% of GOAT gas fees pay stakers in BTC. zkMIPS + BitVM2 + native settlement, decentralized sequencers, fast exits. Expect this to get crowded fast $BTC - Mainnet watch on @monad Delays happen, patience while the team ships Meanwhile: @LumiterraGame fragments daily Lumonad lemons + skins Eco alliance quests WLs from PurpsExchange / Monochams Anago coming $MON test txs Expect this to move quickly in the last 48hs, people wait to
- ComputeFi play: verifiable compute > rented servers. @cysic_xyz connects ZK/AI demand with provers/verifiers. Proof of Compute checks the work. ASICs for ZK already out, GPUs work too. 29,000 Compute Cubes sold. $3.85M raised. $CYS near launch. Thesis: verifiable compute becomes
- Tracking @monad Momentum now live, incentive-driven for builders and founders. Faster user acq, funding on rails, program-led visibility. Apply here: momentum.monad.xyz Positioning plays: build: submit to Momentum, get early distro and users collect: @spikynft_xyz mint is
- Watching @Kindred_AI set up a real AI x IP x onchain play rn - $28M raised - $KIN at the core - Agents you can own (NFTs) + individual agent DAOs - Licensed IP: Hello Kitty, Teletubbies, Pudgy Penguins, Axie Infinity - Runs across phone/laptop/watch/glasses/XR -
token loop, quick notes on @Kindred_AI - $KIN to mint/own, stake rights, pay inference, govern - lock $KIN to launch agents → tighter float - buyback + burn from agent revs → utility sink - watch: lock size, rev split, cadence, disclosures licensed IP, emotion engine, onchain - Signal on @Kindred_AI browser extension companions with memory and a care loop (food/mood/energy), blending licensed IP (20+ franchises) with agents that evolve through Adoption Center, Missions, Check‑ins, Boutique and Treats. Updates shipped: Pet Boutique beta, new missions,
licenced ip + nft agent ownership means @Kindred_AI sets the companion rail for consumer ai. "own your agent" governance on new personas, agents portable across mobile/web/xr. character rights = moat, everyday interactions > clinical therapy, markets for upgrades/traits - Rollups don’t have a demand problem, they have a proof bottleneck @cysic_xyz is going straight at that with hardware + a proving network: GPU clusters and the C1 chip cutting ZK proof gen from hours to mins, then a decentralized marketplace to source/price compute on demand
WHAT A WEEK @cysic_xyz about to light mainnet custom ASICs + GPUs + a permissionless prover network taking proofs from minutes to ms. 55k+ wallets pre-mainnet, 8M+ test txs, 100k GPUs reserved. Verifiable AI on-chain next. ComputeFi ignites. Fading $CYS here is actualy insane - Watching @Kindred_AI go from vibe to product Some signals: • NVIDIA Inception nod = real compute + tooling access • CORE/AutoGrasp RL stack training robots for dynamic warehouses • Companion agents with memory + emotional layer tied to licensed IP • $KIN rails: community
Co-ownership for culture, onchain • @Kindred_AI is wiring fans into IP upside via $KIN • Stake $KIN to propose an agent • When live, a bonding curve mints a micro-token per agent linked back to $KIN • That micro-token mirrors activity/growth, turning engagement into a mini - quick thesis update on @cysic_xyz zk proof layer built with Cosmos SDK, fully EVM compat PoC model = stake + compute credits weight roles: provers / verifiers / validators / delegators dual token: $CYS gas+fees+rewards, $CGT gov earned via work genesis 150M $CYS, halving roughly
ComputeFi play: verifiable compute > rented servers. @cysic_xyz connects ZK/AI demand with provers/verifiers. Proof of Compute checks the work. ASICs for ZK already out, GPUs work too. 29,000 Compute Cubes sold. $3.85M raised. $CYS near launch. Thesis: verifiable compute becomes 
quiet rn but the tape says otherwise @monad mainnet weeks out and perps infra lining up: low fees, deep liq, wild leverage parallelized EVM + fast finality = real flow for NFTs, DeFi, memecoins 10B FDV day 1 actually tracks if execution hits alerts on, build now or chase
00:00
ForexusMegaMafia 2.0 stacking wins on @megaeth brix_money tokenizing yield stables for emerging markets benchmarkfi wiring USDm liquidity at 100k TPS kumbaya_xyz spinning culture games on the fastest DEX userocket_app scaling conviction bets unlimited stompdotgg dropping- everyone shipping agents, nobody measuring skill @recallnet stands up controlled arenas with objective metrics and verifiable results. trading, classification, prediction ranked leaderboards, paid performance, onchain reputation. accountability as a primitive
- Gauging sentiment here on @sentientagi's fingerprinting drop • Invisible signatures baked into open-source models, triggers only on legit prompts resists merges, fine-tunes, straight copies like a vault • Community hunts duplicates for rewards, turns uploads into loyalty
