Alpha Shipper. Researcher. Web3 Believer. Coder. Libertarian & Privacy Maxi 🛡️ Hypothesis → Test → Result → Repeat until you win

Bitcoin researchers just proposed pivoting Bitcoin into... Aztec, amid all the privacy hype. a new Shielded Bitcoin proposal wants to bring private $BTC transfers directly to Bitcoin L1, without changing Bitcoin consensus. • encrypted notes • nullifiers • Merkle trees • ZK proofs Bitcoin itself mostly acts as the publication + ordering layer. the shielded state gets reconstructed and verified above it. sounds familiar? private state → notes spending private state → nullifiers validity → ZK proofs read access → viewing keys the difference is where they stop. Shielded Bitcoin uses this architecture for one narrow job: private $BTC transfers. @aztecnetwork takes the same general model much further: programmable private state + private execution. and the most interesting part? the paper itself points to Aztec’s direction as extremely important, while acknowledging that general private execution is significantly more complex than private transfers. not bad for project with token ethereum:0xa27ec0006e59f245217ff08cd52a7e8b169e62d2 sitting at a ~$49m market cap, roughly 535x smaller than Zcash, 120x smaller than NEAR, and ~5x smaller than Zama? Bitcoin is slowly trying to make a machine built for transparent money do things it was never really designed for. maybe instead of bolting wings onto a car, at some point you just use the plane that was built to fly?
Developers just figured out a way to hide who sent bitcoin, who received it, and how much moved, without changing Bitcoin itself. This new proposed idea is not a fork around the protocol or new cryptocurrency. This is how Bitcoin was designed, a base layer people can innovate on without asking permission. On Thursday, researcher Misha Komarov and colleagues published Shielded Bitcoin, a Zcash-style shielded pool for Bitcoin’s base layer. Encrypted notes and zero-knowledge proofs ride along in ordinary Bitcoin transactions. Separate software checks that no coins are created from nothing and none are spent twice. There is no company running the pool, no sidechain, and no soft fork. Funds go in and out through cryptographic vaults Komarov has been building, called PIPEs, so no federation has to hold the bitcoin. Miners do not enforce the privacy rules. Invalid shielded data can still land in a block, indexers simply ignore it. The trade is: Bitcoin stays conservative, and the experiment lives on top of it. If it works, private transfers arrive the way most of Bitcoin’s best ideas have, not by rewriting the constitution, but by building on the settlement layer everyone already trusts.
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huge respect to @HesterPeirce for bringing attention to this problem. this is the part of the privacy thesis people still underestimate. privacy doesn’t have to mean escaping compliance. ZK lets you prove compliance without turning your entire identity and financial history into a database. now I wonder which project has already been building exactly this 👀 @ZKPassport
🚨 LATEST: SEC Commissioner Hester Peirce says zero-knowledge proofs could verify compliance without collecting users’ personal data. She warns current KYC/AML practices create “data haystacks.”
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i’m genuinely glad someone else sees this and is saying it out loud, @donnoh_eth. the valuation gap between these projects is still the part that surprises me most. i’ve been trying to make this point in my recent posts and articles, but it barely gets any attention. meanwhile, a meme coin launched a few days ago gets 10x the engagement
privacy is much weaker than zcash as zama only hides amounts and not the link between sender and recipient which is arguably more important. i'd say that the zcash of ethereum is aztec
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“We are now entering the era of programmable cryptography” @VitalikButerin described this direction at 2026 Shanghai Blockchain International Week while talking about where @ethereum is heading. his vision: • users or other systems do the computation and generate a proof • Ethereum verifies the proof instead of every node repeating the same work • privacy becomes programmable at the application level • complex computation happens offchain and gets compressed into zk proofs • user devices, transaction pools and L2s handle different parts of execution • Ethereum sits at the end of the pipeline as the verification layer now here’s what caught my attention. there’s already a project being built around almost this exact architecture: • private execution happens locally on the user’s device • private data stays on the user’s side • computations generate zk proofs • apps can have both private and public state • Ethereum is used for settlement and verification the overlap is pretty hard to ignore. compute locally → keep data private → generate a proof → verify on Ethereum. which projects do you know that actually fit this description?
Vitalik: Ethereum is Becoming More Than a Blockchain Speaking at the 2026 Shanghai Blockchain International Week, Ethereum co-founder Vitalik Buterin shared a broader vision for where Ethereum is heading. His main point: Ethereum is evolving from a blockchain that executes everything into a global system focused on computation, privacy and verification. Here are the key ideas: 1/ ZK is becoming the foundation → Instead of every node doing the same computation, users or other systems can do the work and generate a proof. Ethereum only needs to verify that proof. 2/ Privacy becomes programmable → Vitalik said blockchain is moving beyond simply answering “Who can send what?” The next question is “Who can see what?” This means applications could control which information is visible without exposing everything publicly. 3/ Scaling through proofs → Complex computations can be split, processed in parallel and compressed into proofs before being verified on Ethereum. This could allow much more computation without putting all of it directly on-chain. 4/ Ethereum becomes a full pipeline → Vitalik described a future involving user devices, private transaction pools, multiple participants, block construction, L2s and finally Ethereum for verification. Ethereum does not need to perform every step itself. 5/ AI changes development → AI can help developers write, test and formally verify increasingly complex cryptographic systems. Vitalik believes this can make advanced Ethereum infrastructure both faster to build and more secure. 6/ Quantum resistance matters → Ethereum is also moving toward quantum-safe cryptography, with STARK-based systems playing an important role in the longer-term roadmap. Ethereum's future may not simply be about making the L1 faster. It is about building a trust layer where computation can happen anywhere, privacy can be programmed, and complex results can be mathematically proven and verified on-chain.
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SOL threatened ETH about as much as LTC/BCH threatened BTC. and NEAR isn’t even close to competing with SOL, let alone ETH. what’s more interesting is watching the market suddenly price NEAR as some privacy + smart contract breakthrough. NEAR’s positioning over the years, start counting on your fingers: → 2020: scalable L1 → 2023: Blockchain Operating System → 2024: chain abstraction → 2024/25: blockchain for AI → 2026: Confidential Intents + private shard at some point, this starts looking less like product-market fit and more like repackaging the same ecosystem around whatever narrative is hot. and somehow the market keeps buying it. meanwhile, nobody seems to notice the elephant in the room. @aztecnetwork has spent years building a privacy-first Ethereum L2 with private state, private execution, and programmable privacy using ZK proofs. today, NEAR trades at roughly 35x Aztec’s FDV and 120x+ its market cap. so the market is paying billions for NEAR’s latest pivot while one of the few teams actually building privacy-native programmable smart contracts sits around ~$46M market cap. maybe the market sees something i don’t. but that gap is pretty fucking hard to ignore.
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how i'm trying to mint a rare 1/1 NFT from @octocore_ink, and sharing the tool for free. there will be 11 111 Octocore NFTs in total. only 16 of them will be 1/1s. right now, an Octocore mint costs 0.04 $ETH. rare 1/1s have sold around 0.2 $ETH on @opensea. if you mint one at 0.04 $ETH and that market level holds, the gross spread is 0.16 $ETH, roughly $440. i’ll probably hold mine if luck shows up, but the setup is too interesting not to track. the key is not blindly mining every window. according to the docs, each 694 NFT window has one 1/1. if it has not appeared yet, the chance rises as fewer NFTs remain. the final remaining NFT is guaranteed to be the 1/1. the most important line in the bot alert is: Current 1/1: MINTED / NOT MINTED if it says MINTED, the rare NFT for this window is already gone. the chance of getting a 1/1 in this window is 0%, so waiting for the next window makes more sense. if it says NOT MINTED, we can see how many NFTs remain and decide whether the odds are high enough to mine. the bot sends alerts only while the chance is above 0%. once the 1/1 has been minted, alerts stop until the next window begins. send /start to get an english status message with the current window, remaining NFTs, current 1/1 status and current chance. the bot watches the contracts and sends: → who minted → mint price and tx → current window, position and remaining NFTs → whether the current 1/1 has already been minted → the contract-derived chance that the next valid mint is a 1/1 → the last 1/1, its type, and how many mints passed since it dropped this does not guarantee profit. 1/1 liquidity, fees, other miners and their willingness to discard ordinary solutions all matter. but with this tool, we can understand our chances of minting a rare 1/1 and choose to mine when those odds are high enough. bot: t.me/Octocorefun_bot hope we catch a rare 1/1. share ideas on what to add, remove or improve, i’ll gladly take the feedback. 🫡
wtf is octocore[.]fun, and how am i going to maximize my chances of minting a rare 1/1? @octocore_ink is one of the more interesting NFT experiments i’ve come across lately. it’s an 11 111 NFT fully on-chain collection built around Proof-of-Work on @inkonchain. you compete to mine the NFT, with each new mint changing the state of the next mining challenge. the collection has only 16 special 1/1 NFTs, with one 1/1 tied to each 694 NFT window. the odds improve as the window gets closer to the end, and if the 1/1 hasn’t appeared by the final mint, the last NFT gets it automatically. the economics are what made me dig deeper. 95% of mint fees are directed back into the NFT ecosystem, while 5% goes straight to the @Quotrons404 builder’s pool: • 70% → staked NFT holders • 25% → $OCTO buybacks • 5% → Quotrons404 builder’s pool according to the Quotrons builder dashboard (quotrons.cash/builders), Octocore has already contributed 4.02681 $ETH to the Quotrons builder pool, ranking #3 with 11.69% of the entire builder pool. hope @cruelhandeth likes this one 👀 the buyback side is already live too. 492,192 $OCTO have been burned after 15.005 $ETH was spent on buybacks. so how do i see the opportunity? i see 2 ways to play it for now. 1. buy $OCTO the flywheel is heavily tied to the token. NFT gets minted → people hold, stake or burn → $OCTO enters the economy → 25% of mint fees goes to buybacks → $OCTO gets bought and burned → more activity and attention can flow back into the ecosystem. right now, i think the market cap is simply too small for an experiment with this kind of structure. and without $OCTO appreciating, it becomes much harder to attract miners over time. if minting costs remain high while the token stays flat, the economics become less attractive. that’s why i bought some $OCTO. 2. hunt the rare 1/1 this is where things get really interesting. there will only ever be 16 1/1 NFTs in the entire 11 111 collection. 5 have been minted so far. current mint price: 0.04 $ETH recent 1/1 sales on @opensea: 0.2 $ETH so at those prices, we’re looking at roughly 0.16 $ETH of gross upside, around $440, from a successful 1/1 mint. the edge is in figuring out when the odds of hitting the 1/1 become attractive enough to deploy your mining power. and if octocore actually catches attention, builds a real community and gets more miners and collectors involved, i think a 1/1 could eventually be worth considerably more than 0.2 $ETH. that’s also what i’m building around. soon i’m releasing a free Telegram bot for my followers that will track Octocore mints in real time and calculate the current 1/1 probability. it will show: → current mint window → mints remaining → latest 1/1 → current 1/1 odds → alerts when the probability gets interesting the goal is simple: know when to mint to maximize your chances of getting a 1/1. i’ve got skin in the game. i bought $OCTO, and i’m going to try to mint one of these 1/1s myself. @octocore_ink is still very early. it’s an experiment, and it can absolutely fail. but the mechanics are interesting enough that i want to see how far this thing can go. follow me if you want the bot when it drops. NFA. DYOR.
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intelpocik retweeted
BURN UPDATE 🐙🔥 640,906 $OCTO BURNED 19.102Ξ SPENT ON BUYBACKS 🐙🔥 0x3cb52df6c7e75943f00f413f768c8a7c5875bf3f
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intelpocik retweeted
saw it early-ish (around epoch 2) but waited to see if it was going to catch any real traction. woke up and saw the ink community tg chatting about it, so i mined a few as well and staked them. hashcats mechanics meets @inkonchain 🫡
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wtf is octocore[.]fun, and how am i going to maximize my chances of minting a rare 1/1? @octocore_ink is one of the more interesting NFT experiments i’ve come across lately. it’s an 11 111 NFT fully on-chain collection built around Proof-of-Work on @inkonchain. you compete to mine the NFT, with each new mint changing the state of the next mining challenge. the collection has only 16 special 1/1 NFTs, with one 1/1 tied to each 694 NFT window. the odds improve as the window gets closer to the end, and if the 1/1 hasn’t appeared by the final mint, the last NFT gets it automatically. the economics are what made me dig deeper. 95% of mint fees are directed back into the NFT ecosystem, while 5% goes straight to the @Quotrons404 builder’s pool: • 70% → staked NFT holders • 25% → $OCTO buybacks • 5% → Quotrons404 builder’s pool according to the Quotrons builder dashboard (quotrons.cash/builders), Octocore has already contributed 4.02681 $ETH to the Quotrons builder pool, ranking #3 with 11.69% of the entire builder pool. hope @cruelhandeth likes this one 👀 the buyback side is already live too. 492,192 $OCTO have been burned after 15.005 $ETH was spent on buybacks. so how do i see the opportunity? i see 2 ways to play it for now. 1. buy $OCTO the flywheel is heavily tied to the token. NFT gets minted → people hold, stake or burn → $OCTO enters the economy → 25% of mint fees goes to buybacks → $OCTO gets bought and burned → more activity and attention can flow back into the ecosystem. right now, i think the market cap is simply too small for an experiment with this kind of structure. and without $OCTO appreciating, it becomes much harder to attract miners over time. if minting costs remain high while the token stays flat, the economics become less attractive. that’s why i bought some $OCTO. 2. hunt the rare 1/1 this is where things get really interesting. there will only ever be 16 1/1 NFTs in the entire 11 111 collection. 5 have been minted so far. current mint price: 0.04 $ETH recent 1/1 sales on @opensea: 0.2 $ETH so at those prices, we’re looking at roughly 0.16 $ETH of gross upside, around $440, from a successful 1/1 mint. the edge is in figuring out when the odds of hitting the 1/1 become attractive enough to deploy your mining power. and if octocore actually catches attention, builds a real community and gets more miners and collectors involved, i think a 1/1 could eventually be worth considerably more than 0.2 $ETH. that’s also what i’m building around. soon i’m releasing a free Telegram bot for my followers that will track Octocore mints in real time and calculate the current 1/1 probability. it will show: → current mint window → mints remaining → latest 1/1 → current 1/1 odds → alerts when the probability gets interesting the goal is simple: know when to mint to maximize your chances of getting a 1/1. i’ve got skin in the game. i bought $OCTO, and i’m going to try to mint one of these 1/1s myself. @octocore_ink is still very early. it’s an experiment, and it can absolutely fail. but the mechanics are interesting enough that i want to see how far this thing can go. follow me if you want the bot when it drops. NFA. DYOR.
The @octocore_ink dev is not innately taking any mint fees, but instead is directing 95% of mint fees towards NFT holders and 5% of mint fees straight to the @Quotrons404 builder's pool.
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i don’t think the market understands what Loopers could become yet. they’re missing the actual bet. the core idea behind @helixaxyz is pretty simple: the NFT is the identity of the agent. each Looper is designed to become a persistent, ownable onchain identity with its own: → wallet → personality → memory → reputation → credentials → tools → economic history the agent can potentially research markets, trade, monitor positions, discover opportunities, use tools, interact with other agents and accumulate context over time. the loop is: OBSERVE → DECIDE → ACT → LEARN → REPEAT and this is where the mechanics get interesting. activity creates data. data becomes memory. memory can improve future decisions. results build reputation. reputation can create new opportunities. new opportunities generate more activity. identity → activity → data → memory → better decisions → results → reputation → opportunity → activity if this works, the Looper becomes more interesting the more it actually does. then take the same idea and scale it across thousands of agents. one agent finds an opportunity. another researches it. another executes. another verifies. another monitors risk. they can communicate, transact and coordinate while building their own history and reputation. humans remain the owners and operators. the agents become persistent economic extensions of them. there’s also already a holder mechanic around the NFTs. if you hold Looper NFT, you can claim a share of the daily vault on flooor[.]fun by @vrnouns: go to flooor.fun/loopers → do your daily sign → claim your share when it opens. no lockup. no transfer. just show up daily. your Looper is working for you. that’s the part of the thesis i find most interesting. if AI agents end up becoming a meaningful part of the internet, they’re going to need identity, wallets, memory, reputation, permissions and a way to carry all of that across applications. Helixa is betting that these primitives converge into an ownable onchain identity. obviously this is still early and a lot of the vision still has to be executed. but that’s also why i’m paying attention now. i hold several Loopers myself. i’m very curious what these identities look like after thousands, or eventually millions, of loops. NFA, DYOR.
nothing like a based new NFT collection - i'm looping
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intelpocik retweeted
This is a fight for the ages. If we don't bind privacy into mainstream products we're doomed to total information surveillance. I've been doing this for 9 years and have no intention of giving up.
It's only dead if you give up I'm not giving up on privacy. I'm doubling down. firefly.social/post/x/210138…
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btw, according to @glassnode, privacy is the only crypto sector still trading above its October 2025 highs. the sector is up roughly 213% from the Oct 6 high. and imo the interesting part is that some of the most ambitious privacy infrastructure is barely live yet. @aztecnetwork is still in alpha with ethereum:0xa27ec0006e59f245217ff08cd52a7e8b169e62d2 roughly $150M FDV. @0xMiden is still pre-mainnet, with its final major testnet phase underway. meanwhile, most of the market's current privacy exposure is still concentrated around Zcash, whose core proven use case is private money and shielded transfers, and the market already values it in the tens of billions. now imagine what happens if the market starts understanding the difference between: private transfers and programmable privacy. a private token transfer is one tiny subset of what that architecture can do. if the market is already willing to assign tens of billions to private money, it's pretty interesting to think about how it could eventually value a fully programmable private execution layer. and the demand side isn't exactly disappearing either. we're living in a world where more personal and financial data is being collected, while passport and driver's-license databases can still end up leaking into darknet markets. that makes privacy and zero-knowledge proofs increasingly practical. privacy isn't finished. a lot of the most interesting stuff hasn't even reached production yet. genuinely curious to hear @gakonst's view here: why do you think privacy is "dead from here on forward"?
privacy is barely getting started, @aztecnetwork is still in Alpha privacy szn is coming 🛡️
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privacy is barely getting started, @aztecnetwork is still in Alpha privacy szn is coming 🛡️
It's only dead if you give up I'm not giving up on privacy. I'm doubling down. firefly.social/post/x/210138…
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maybe ethereum:0x50614cc8e44f7814549c223aa31db9296e58057c finally found its bottom everyone who wanted to sell already sold next step could be Upbit listing, right around Korea Blockchain Week (Sep 29 – Oct 1) the timing makes a lot of sense imo good risk/reward here, i bought some you decide for yourself NFA. DYOR.
How soon could $ALIGN get listed on Upbit and why I think it might make sense NOT to sell your airdrop right now? Most airdrop farmers are probably thinking about the same thing: claim → sell → forget. I think there is a reason to slow down before doing that. The main question is not whether Aligned is a good project or whether $ALIGN is undervalued. The main question is: HOW SOON COULD $ALIGN GET LISTED ON UPBIT? And when you look at Upbit’s 2026 listing history, the answer becomes much more interesting. First, the obvious catalyst: Coinbase added $ALIGN to its official listing roadmap on August 14. Then, on August 20, Coinbase listed $ALIGN/$USD pair. Historically, the Coinbase roadmap → Upbit sequence has been interesting for several new tokens. Now look at some actual 2026 examples: $BREV: TGE: Jan 6 | Upbit: Jan 7 | Delay: ~1 day. $AZTEC: TGE: Feb 12 | Upbit: Feb 20 | Delay: ~8 days. $KAT: TGE: Mar 18 | Upbit: Mar 26 | Delay: ~8 days. $CHIP: TGE: Mar 31 | Upbit: Apr 21 | Delay: ~21 days. $PRL: TGE: Mar 25 | Upbit: Apr 27 | Delay: ~33 days. $BLEND: TGE: Apr 24 | Upbit: Apr 29 | Delay: ~5 days. $ZAMA: TGE: Feb 12 | Upbit: Apr 14 | Delay: ~61 days. $UP: TGE: Feb 10 | Upbit: May 13 | Delay: ~92 days. $ARX: TGE: Jun 22 | Upbit: Jun 23 | Delay: ~1 day. $GRVT: TGE: Jul 21 | Upbit: Aug 5 | Delay: ~15 days. $QUID: TGE: Aug 4 | Upbit: Aug 4 | Delay: 0 days. Now let’s look at the projects that are actually comparable to Aligned. AZTEC → ZK / privacy / Ethereum infrastructure → Upbit after ~8 days. ARX → encrypted computation / infrastructure → Upbit after ~1 day. BREV → ZK infrastructure → Upbit after ~1 day. GRVT → crypto infrastructure / exchange → Upbit after ~15 days. BLEND → Ethereum-aligned infrastructure → Upbit after ~5 days. And $ALIGN itself has several interesting signals: 1/ Coinbase roadmap. 2/ Aligned has been building its presence in Korea for a long time. The Korean community opened in August 2025. In September 2025, Aligned participated in Korea Blockchain Week and says it met 600+ people there. Then came Korea-focused community campaigns and ZK Arcade. On July 9, 2026, Aligned held Aligned SEOUL Connect. And only a few weeks later, on August 14/15, $ALIGN appeared on Coinbase’s listing roadmap. That sequence is interesting. This is not a project that suddenly remembered Korea after TGE. They have been building the Korean market for roughly a year. And Korea matters because Upbit is not some irrelevant small CEX. According to a tracker based on Upbit’s official announcements, the exchange added 45 new tickers in H1 2026, with 34 receiving KRW support. Upbit is clearly still willing to allocate significant listing attention to assets that can build a KRW market. There is another connection worth watching. Aligned’s Series A was led by Hack VC. Hack VC is also connected to several projects that later became relevant to the Korean market. The most interesting recent example is GRVT. GRVT had its TGE on July 21 and was listed on Upbit on August 5. Roughly 15 days later. This does NOT prove that Hack VC can get projects listed on Upbit. But it does show that Aligned sits inside a VC/network ecosystem that has already produced projects reaching the Korean market. And there is one more interesting calendar point: Korea Blockchain Week 2026 is coming at the end of September. Aligned already has a history of building its Korean community around events like this. So a September Upbit listing would not look completely random from a marketing/timing perspective. My current estimate: Upbit within 7 days: ~25–40% Within 30 days: ~40–60% Within 60 days: ~60–75% The strongest version of the thesis looks like this: 1/ Korean market preparation 2/ Strong Ethereum / ZK positioning 3/ Hack VC connections 4/ Coinbase roadmap exposure 5/ Relatively clean unlock structure 6/ Upbit repeatedly listing similar infrastructure projects shortly after TGE in 2026 That combination is what makes this setup interesting. And this is exactly why I decided NOT to sell my airdrop immediately. If $ALIGN drops below a $100M market cap, I’m personally willing to buy a small additional position with an amount I’m fully prepared to lose. I’m not saying Upbit is guaranteed. I’m saying the potential upside from the catalyst may be worth keeping some exposure. In this post, we looked at the probability of $ALIGN getting listed on Upbit. In the next post, I’ll break down how many X I would personally expect if that actually happens. Follow so you don’t miss it. And tell me what you think in the comments: How likely do you think an Upbit listing is? Did you already sell your airdrop or are you holding? DYOR. NFA. WE WILL WIN.
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this article basically describes the institutional thesis for Aztec + zkPassport. TradFi doesn’t need permissioned blockchains to stay compliant. it needs permissionless infrastructure where financial activity can remain private, while users can still prove whatever regulators actually need to know. that is exactly what @aztecnetwork is building. Aztec is currently the only fully private programmable chain at Stage 2 on @l2beat. no central operator. permissionless sequencers and proving. settlement on Ethereum. private state. private execution. private smart contracts. this goes far beyond privacy systems built around transfers. Aztec gives developers programmable privacy for an entire financial system. then add @ZKPassport. instead of handing over your identity and dumping your personal data into another centralized KYC database, users can prove specific facts such as age, nationality, or that they are not sanctioned without revealing the underlying passport data. the personal information stays on the user’s device. that matters. a dark-web service recently claimed access to more than 153 million US and Canadian driver’s license records, plus millions of other identity documents, reportedly linked to a centralized identity verification provider. centralized identity databases create massive honeypots. if your raw identity data never leaves your device and is never stored on some company’s server, there is no central database full of your documents waiting to be breached. privacy doesn’t have to fight compliance. you can have a permissionless financial system where transactions stay private, identity stays private, and the compliance facts regulators actually need remain verifiable. this is almost exactly the architecture described in the article. mega bullish 🛡️ ethereum:0xa27ec0006e59f245217ff08cd52a7e8b169e62d2
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fixed @cruelhandeth time to bullieve in somethINK
fixed @chrismaddern time to bullieve in somethINK
Made with AI
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$65.79/day from one @standard_rsv NFT? that’s the number in this screenshot. the useful part is figuring out what it takes to get there, and what you give up when you withdraw. i built a community simulator around @standard_rsv because reading the mechanics is one thing. deciding what to do with your own NFT is where the questions start. should you keep one branch or pay to expand? how much $STANDARD does another branch actually add? what happens to your position if you withdraw during a bank run? you can put those decisions side by side. try it here: standardreserve-simulator.ve… start with the same NFT and wallet, then compare holding, expanding and withdrawing. move through the simulated days and watch your balance, issuance share and wallet change. expansion spends and burns wallet tokens. withdrawals charge a fee and permanently close branches. close the last one and future accrual goes to zero. you can also change the assumed market cap and circulating supply to see the dollar equivalent. halve the token price and watch what happens to that attractive daily number. the screenshot uses 5 branches, a $10m market cap, 100m circulating tokens and assumed issuance settings. it shows $65.79/day in accrual, before withdrawal fees. it isn’t announced yield or a daily cash payout, and acquiring those branches has a cost. use it to test the move you’re considering: how much does it cost, what reaches your wallet, and what keeps earning afterward? @0xbeans, would love your feedback 🫡
round 2 of @standard_rsv added 225 allocations: 125 → 350. @0xbeans confirmed FWA PFP holders and the top 75 Identity MD NFT holders made it. but those cohorts alone appear to account for at most 186 wallets. that suggests part of round 2 came from a separate contributor/onchain selection, consistent with the mint page mentioning meaningful replies, quote posts and DMs. the site now also confirms: → more wallets will be added at launch → part of the supply remains for the open mint so if you're still hunting a spot, the playbook looks pretty clear: → do not feed the whitepaper into ChatGPT and deploy the 847th “onchain central bank explained” thread. beans wrote the paper. he can tell. → pick one mechanism and go deep. model it, stress-test it, find an edge case, build a dashboard or explain something people are actually misunderstanding. → show real onchain history and genuine curiosity. buying a random NFT after the snapshot and yelling “diamond hands” probably isn't the move. → make something useful, thoughtful or genuinely funny. one real insight beats 20 “ser check dm” replies. contribute like someone who wants the protocol to work. the hunt isn’t over. 🫡
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intelpocik retweeted
A memecoin can be more than a chart. A token to trade. A Companion to forge. An economy to participate in. That’s what we’re building with otomate.fun. The Machine is only getting started. 👻
most people still don't understand what @otomate_trade is, or why 404 Machines matter. look at what happened elsewhere. pump[.]fun became one of the defining consumer apps on Solana. today $PUMP sits around a $3.6B FDV. the platform has generated roughly $1.2B in cumulative fees. Pons did something similar for Robinhood Chain, and the numbers got stupid very fast: → ~$122M cumulative fees → ~$97M fees in the last 30 days → ~$6.6M fees in 24h recently → ~$450M current FDV → over $970M valuation at ATH and Pons didn't only pump its own token. Robinhood Chain itself hit a record ~$6M in daily chain fees and around $25M in one week, roughly 17x the previous week. one successful memecoin launcher completely changed the attention and economics around the chain. that's why this matters for Ink. memecoin launchers are insanely good at bringing: → users → liquidity → transactions → volume → fees → attention and @inkonchain has every reason to want its own winner. this is where Otomate.fun gets interesting. Otomate has been building on Ink for close to a year, was one of the first teams to receive a Spark grant from Ink, already shipped working products there, and has strong relationships across the Ink ecosystem. Ink itself has publicly supported the team. so the obvious question is: what if Otomate.fun becomes for Ink what pump[.]fun became for Solana or what Pons became for Robinhood Chain? because the 404 Reactor is built around a very similar opportunity, with another economic layer on top. → launch a new memecoin → or reactivate an existing one → create permanent liquidity → trade it → burn the token to forge its Companion NFT → build an economy around both the token and NFT then you have 404 Machines sitting above that ecosystem. Machine holders are supposed to participate in holder fee distributions. rarity changes your weight. holding $OTO alongside an Machine is also planned to increase that weight. and $OTO itself can be permanently burned to forge new 404 Machines. so the flywheel they're trying to build looks something like: more launches → more traders → more volume → more fees → more value flowing through the Machine ecosystem → more demand for Machines and $OTO → more $OTO burned through forging now look at the current valuations: • $PUMP: ~$3.6B FDV • $PONS: ~$450M FDV, after reaching >$970M • $OTO: ~$6.3M FDV (that's roughly a 70x valuation gap between $OTO and $PONS, and more than 500x versus $PUMP) • 1,500 Genesis 404 Machines at the current ~$426 floor represent only around ~$640K in floor value. even valuing the full maximum supply of 4,444 Machines at the same floor gives roughly ~$1.9M. to be clear, i'm not saying $OTO deserves a $450M or $3.6B valuation. and floor × supply isn't the same thing as a real NFT market cap. Otomate still has to prove the Reactor. they need launches. they need users. they need volume. and most importantly, they need real fees flowing back into the Machine economy. but that's exactly why the gap is interesting. Pons already showed what can happen when one launcher catches fire on a young chain. pump[.]fun showed how valuable the infrastructure around memecoin speculation can become at scale. Otomate is currently being priced at a tiny fraction of either. and the mechanics they're building go further than launching a coin and watching a chart. the idea is to give every launched token its own token + NFT economy, while connecting all of them through $OTO and 404 Machines. if they execute and Otomate.fun becomes a major launch layer for @inkonchain, today's valuations could look very different in hindsight. that's the bet. i minted a Genesis 404 Machine, and i'm seriously thinking about picking up a few more while very few people seem to understand what this could become. i'm super bullish on what they're building. now they have to execute. hope the team pulls it off. DYOR. NFA.
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