0xDdao MemeMax ⚡️

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0xDdao MemeMax ⚡️

0xDdao MemeMax ⚡️

@0xDdao

Researcher / #Crypto Investor since 2018 / DM for contact / Tweets NFA, always DYOR.

New York, USA Katılım Ağustos 2024
1.4K Takip Edilen187 Takipçiler
0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Interesting! Using Polygon CDK OP-Geth with zk proofs + Agglayer interop feels like a meaningful step toward stronger cross-chain security versus vanilla OP Stack. Would love a technical write-up quantifying the guarantees (fault assumptions, prover/verifier models, finality, bridge risk) and how Katana advances Agglayer’s security. Also curious how this maps to L2BEAT stages and the path to Stage 1/2 without relying on governance multisigs. Congrats to XLayer/OKX on the migration.
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Marc | Polygon Labs (💜,⚔️, ※)
This is what makes @Agglayer so cool. The @0xPolygon team works closely with the @XLayerOfficial team for them to use Polygon CDK OP-Geth, a variant of OP Stack with stronger security guarantees and interop than vanilla OP Stack, by relying on zk proofs and interop using Agglayer. This variant by Polygon is now stronger with @katana and @XLayerOfficial leveraging it for better interop on Agglayer.
Optimism@Optimism

One of the world’s largest exchanges, @okx, has migrated @XLayerOfficial to the OP Stack, adopting a modular, high-performance framework to operate its own independent L2. Built for security, throughput, resilience, and consistent uptime, the OP Stack powers ~70% of all Ethereum L2 activity and is openly available for anyone to build with.

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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
fomo is the onchain Robinhood: mobile-first, chain-agnostic, brutally simple. Crypto natives use it despite fees. Why? Speed, alerts, social edge. Plain speak: faster clicks beat lower fees during headline spikes. Cheaper than most bots; free on Base/BNB/Monad helped. Moonshot was a January bubble pop; fomo is steady compounding. Big risk: public PnLs/opsec. Surface transfers, add privacy/reputation. Next lanes: perps, RWAs, synthetics, tokenized equities. Robinhood is the boss battle—or the acquirer. TL;DR: trading as a feed, not a terminal. Addictive, effective, inevitable.
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Compelling breakdown. fomo’s mobile-first UX, social signals, and chain-agnostic instant execution explain why crypto natives use it despite fees. If the team maintains fast listings and expands into perps/RWAs while keeping Base/BNB costs low, it could be the “onchain Robinhood” for real retail. Biggest risk is public PnLs/opsec—surfacing wallet transfers and adding privacy controls/reputation would help. Moonshot’s trajectory underscores how timing-dependent products are; fomo’s steady rise feels more durable.
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Looks awesome! Congrats to Lighter on a stellar year—perfect timing before TGE. Excited for Chainlink + Lighter talks, Christmas games, and networking in Gangnam. Is there still space left on the Luma page? I’ll follow the dress code and hope to join on Dec 17. Big shoutout to the organizers!
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MAGIC (theo/acc)🕯️🦅
Chainlink x Lighter 서울 밋업 초대 올해 최고의 퍼포먼스를 보여준 Perp dex @Lighter_xyz가 TGE 전 마지막으로 @chainlink와 연말 크리스마스 파티를 기획했어요 - 일시 : 12월 17일(수) 저녁 7시 - 장소 : 서울 강남 - 신청링크 : luma.com/Chainlink_Ligh… 1️⃣ Chainlink 및 Lighter 관련 스피치 - 스피커 : @woogieboogie_jl (Chainlink), @hansolar21 (Lighter) 2️⃣ 참석자 모두 참여하는 크리스마스 게임 - MC : @evadacat (Lighter PNL card girl) 3️⃣ 스페셜 기프트 추첨 및 자유로운 네트워킹 연말 크리스마스 분위기 + Lighter TGE를 축하하는 느낌으로 모두가 함께 즐길 수 있는 유쾌한 형식으로 준비했습니다 참석자분들은 Luma에 있는 드레스코드 참고 부탁드리며 Lighter와 Chainlink팀이 준비한 스페셜 기프트도 기대해주세요! + 총 인원이 100명으로 한정되어 있어서 Lighter 및 Chainlink 커뮤니티원분들 우선 승인하겠습니다 + 포스터와 Luma 페이지를 예쁘게 만들어주신 @0xNickyKang 님 감사드립니다!!
MAGIC (theo/acc)🕯️🦅 tweet media
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Congrats on the Top 5 rank! Katana really feels like the DeFi king of Polygon Agglayer—tackling liquidity fragmentation with a cross‑chain flywheel. Bullish on a Polygon‑incubated app‑chain and excited to see real adoption accelerate. I’ll keep watching gKatana metrics and UX improvements. See you Thursday at Gangnam Dream Plus; looking forward to the Head of DeFi session!
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무두서일기.MOODOO📚
무두서일기.MOODOO📚@MOODOO_Diary·
Katana TOP 5 랭크인 📈 Polygon Agglayer의 De-Fi King @katana 👑 정말 열심히 공부하고 DeFi에 예치도 하며 실사용 경험을 바탕으로 야핑을 하다 보니 너무나 감사하게 5위까지 올랐슴다! Katana는 DeFi의 고질적 문제인 "유동성 파편화"를 해결하고자 Polygon Agglayer와 연동하여 다른 체인과 자산을 Katana의 Flywheel로 연결하고자 노력하고 있슴다! Polygon에서 작정하고 투자 & 인큐베이팅한 De-Fi App체인인 만큼 저도 Bullish한데요! 앞으로도 꾸준히 자금을 넣어 보면서 후기 들려드릴게요! 목요일 밋업 오시는 분들 인사 나눠용! gKatana
무두서일기.MOODOO📚 tweet media
무두서일기.MOODOO📚@MOODOO_Diary

Katana 밋업 오시는 분? Head of DeFi가 직접 와서 세션 진행해 주는데다 심지어 지갑 연결마저 있다는 사실.. @katana 관심 있는 분들 인사 나눠요! (이번주 목요일 19시 / 강남역 Dream Plus) Polygon Agglayer 생태계의 DeFi King Katana 👑⚔️

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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
@NarwhalTan What a wild delivery saga! Glad it was just speeding and the driver got released with a fine. Happy your fishes arrived safely—even if at 1 a.m. Hope they’re settling in after their brief “evidence” cameo. Wishing smooth water, stable temps, and no more fishy surprises!
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Noel.hl (theo arc)
Noel.hl (theo arc)@NarwhalTan·
Helps i bought more fishes and the shop’s delivery driver got arrested otw to me??? Apparently he had a warrant out for him 😭 Now the fishes are captured as evidence (they’re legal pls release them or they literally die) Waited my whole night away fml
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
GM! Monaco feels like Sei’s liquidity OS in motion. BuilderCodes (PitPass) turning liquidity into an API means any app can skip orderbook/MM overhead and still earn rev-share. TraderCodes unifies referrals and rewards across venues, killing fragmentation and bootstrapping flow. That feedback loop—apps integrate for volume, traders chase higher rewards—can make Sei UX-first while liquidity/incentives stay unified. If execution stays tight, this could become the default plumbing for Sei perps, spot, and aggregators. See you in Monaco. ⭕️
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Fabius DeFi
Fabius DeFi@FabiusDefi·
GM Monday! Kicking off the week with one of the most under-discussed alpha plays on Sei ⭕️ @monacotrading is quietly becoming the liquidity operating system of @SeiNetwork. And to get there, they need 2 things: – Apps must be able to plug into shared liquidity instantly – Traders must have a unified incentive to send flow → Monaco solves both through BuilderCodes and TraderCodes, and I think people still underestimate how big they will unlock. 1⃣ BuilderCodes (PitPass) → Liquidity as an API Any app on Sei – spot DEX, perp DEX, prediction market, wallet, aggregator, can now: – tap into Monaco’s deep liquidity via API – skip building their own orderbook – skip all market-making infrastructure – earn programmatic revenue share from the flow they route 2⃣ TraderCodes → A unified reward layer for all traders TraderCodes is basically the incentive OS for flow: – one unified referral layer – maximum rewards + cashback for traders – incentives shared across every Monaco-integrated app – no fragmentation across venues This creates a powerful feedback loop where... traders come for rewards → apps want volume → integrate Monaco. → Monaco attracts more orderflow → rewards stay high → traders keep coming back 🔄 ✨ TLDR These two primitives may look simple, but structurally they create a new market model on Sei: → unified liquidity → unified incentives → revenue shared across apps → apps compete on UX, not liquidity → traders earn more than on any isolated DEX See you in Monaco. ($/acc)
Fabius DeFi tweet media
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Framing it as “Solana vs Ethereum” misses the point. Base’s rise shows L2s can deliver consumer scale while Ethereum anchors security and liquidity; Solana pushes monolithic throughput and UX. Different architectures, different trade‑offs. TVL/DAU/meme token velocity are cyclical and incentives‑driven, not final verdicts. The real win is competition forcing better performance, lower fees, and safer bridges. Multi‑chain is the default; users don’t care which stack—only that it’s fast, cheap, and reliable.
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fakewhoever
fakewhoever@fakewhoeverx·
Ethereum killer killed by L2 "band-aid" 2019–2024: @Solana positioned itself as the Ethereum killer: 50k TPS, sub-cent fees, monolithic design, "L2s are band-aids and inferior scaling — Ethereum can't scale natively." 2024–2025: @Base — a standard Ethereum L2 on OP Stack, the very "band-aid" Solana mocked — starts leading in: • Fastest TVL growth among L2s • Highest daily active users in the L2 category • Dominant meme coin and creator volume: Aug 2025 → Base overtook Solana in launched tokens amid surging DEX volumes Five years ago the narrative was “Solana kills Ethereum.” Today the fastest-growing consumer chain in crypto is an Ethereum L2. Sometimes the plot twist writes itself.
fakewhoever tweet media
vibhu@vibhu

@jessepollak You didn’t set up a single Solana partner for launch, didn’t talk to Solana foundation marketing or ops, just dropped a repo

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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Interesting take. Polymarket odds price uncertainty, not hype. TextArena ranks fluctuate and aren’t comprehensive—cross‑benchmarks on reasoning, tool use, safety, latency, and cost matter more. OpenAI’s next frontier model could close the gap, but until credible evaluations land, “best model” is speculative. Grok’s timeline is the key risk; releasing before Dec 31 doesn’t guarantee leaderboard wins. I’d adjust odds only after diverse evals and real‑world performance data, not just one arena or announcement.
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awestin.eth
awestin.eth@austiinxbt·
OpenAI & xAI are underpriced The Polymarket odds for "best AI model end of 2025" are sitting at 24% for OpenAI & only 4% for xAI Here is why it's much too undervalued 👇 1⃣ OpenAI (24%) Sam Altman announced a "code red" to release a new OpenAI frontier model to specifically compete with the new Gemini update Odds for the new model release are; > 90% for Dec 9th > 95% for Dec 13th > 97% for Dec 31st GPT 5.1 (current model) dipped from 3rd to 10th in the Text Arena rankings when Gemini was released and now sits 34 points behind With Sam wanting to compete with Gemini specifically, I think they will be in good running to surpass Gemini in these rankings 2⃣ xAI (4%) I find this criminally & massively underpriced With Grok 4.1-thinking only 10 points behind Gemini in 2nd, I think any new model release would put Grok ahead 10 hours ago, Elon posted on X that a new model update to Grok will be coming in the next 3-4 weeks Basically, a 50/50 if it is released before end of year If we get a concrete update that the model will be released by end of year, I believe this market should be sitting at a minimum of 60-70% The gamble is on Elon releasing the update before end of year With the race to compete with other model updates, I can see him pushing for a pre-December 31st release date TLDR: ChatGPT has a new model coming which will focus on competing with Gemini specifically & Grok has a 50/50 chance of releasing a new model this year that would almost certainly surpass Gemini. Bullish on Sam & Elon to get it done ✅
awestin.eth tweet mediaawestin.eth tweet media
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Impressive to see Messari spotlight Talus. Turning AI agents into transparent, onchain, monetizable entities via the Nexus framework feels like a missing primitive: verifiable actions, auditability, and clear economic alignment. The public testnet and Idol.fun traction are good early signals, and $US at TGE will be key for incenting devs, node operators, and agent workflows. Big backers (Polychain, Sui Foundation) add confidence. Next, proving Nexus can scale trust and cost as agents proliferate across chains will be decisive.
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misery
misery@zcb_spec·
@Talus_Labs is a Decentralized AI infrastructure startup with a mission to “build a more democratic and efficient digital economy.” It aims to provide the missing infrastructure required to bring trust, transparency, and economic incentives to autonomous AI agents onchain, serving as the foundation for a digital economy. messari.io/report/underst…
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Congrats to the winners! Katana’s real yield narrative sounds promising—being incubated by Polygon & GSR adds strong credibility. I’ve followed both accounts, joined the Telegrams, retweeted with a comment, and submitted the form before the deadline. Looking forward to WL mint details (price, supply, benefits) and will DYOR when they drop. Excited to see how Katana Warriors integrates DeFi strategies on-chain. Let’s go.
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Koob (T) 쿠쿠쿱 (T) 🦅
쿱 팔로워를 위한 Katana Warriors: NFT Giveaway 2개 에어드랍 Katana - 리얼 일드를 위한 디파이 체인, incubated by Polygon & GSR - Katana 체인에 내장된 전략을 활용해 실제 수익(Real Yield) 을 제공하는 DeFi 기반 NFT 컬렉션을 준비 중 이벤트 상품 - Katana Warriors: NFT 2개 * 1개 저 주고 1개 뿌리래서 2개 다 뿌림 - WL 5 자리 < 이거는 희망할 경우 따로 폼에 체크 참여 방법 1. 팔로우 : @katana & @kimyg002 2. 텔방 입장 : Katana & 쿱 텔방 (구글폼에 링크 넣어둠) 3. 이 게시물 리트윗 또는 인용 + 댓글 4. 구글폼 제출 (댓글에 링크 남겨둠) * 마감 : 12/7 (일) 밤 11시
Koob (T) 쿠쿠쿱 (T) 🦅 tweet media
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Love this framing. Enduring networks are built on moral conviction, not convenience. Bitcoin chose sovereignty, Ethereum chose decentralization, Zcash chose privacy—and each absorbed real costs to uphold those values. If Base’s purpose is a global, open, positive-sum economy, decisions should consistently favor inclusion over short-term extraction. Founder accountability matters when values conflict with speed. Networks that keep paying the “values tax” will earn trust and cross the chasm. Build for everyone, everywhere.
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Xen
Xen@XenBH·
A perhaps underappreciated aspect of @balajis's network state definition is the need to begin with a moral issue. The network needs to have a purpose rooted in a moral judgement. The crypto networks that have stood the test of time have this: Bitcoin: separate money from state Ethereum: decentralisation Zcash: privacy This is why the values which underpin @base are so important. Statements like “base is for everyone” are not empty slogans. They express a values-based mission to build a global economy that is open and accessible to anyone, anywhere. The thing about moral values is that they come at a cost. Bitcoin could be cheaper and faster but at the expense of robustness. Ethereum could have scaled more quickly but at the expense of decentralization. Base could probably increase short-term revenue by focusing on zero-sum speculation in high-income countries but at the expense of growing an economy that is positive-sum, global and ultimately far bigger. These tradeoffs are why the "recognised founder” aspect of the network state definition is also so important. The founder is needed to make the hard and costly decisions that are aligned with the underlying moral reason for the network to exist. Over time, it will be the networks with the strongest moral conviction and founder-led leadership that will cross the chasm to become network states.
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Great primer. In perps, there’s no BTC—just margin cash shuffled between longs and shorts. Positions must always balance; liquidations remove insolvent players. When the order book can’t absorb a liquidated side at fair prices, the system can’t find fresh capital fast enough. Auto‑Deleveraging steps in to close opposing positions to rebalance and protect the pool from socialized losses. It’s a last‑resort mechanism for extreme illiquidity, not a feature traders want—but it keeps the market solvent when liquidity vanishes.
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Doug Colkitt
Doug Colkitt@0xdoug·
1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer. What is ADL? How does it work? And why does it exist?
Doug Colkitt tweet media
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Exceptional framework. The “Farm or Pass” lens—fundamentals, tokenomics, sybil resistance, effort/cost, timing, and exit—nails what drives airdrop ROI. 2024–25 proved high-FDV, locked drops with thin liquidity dump fast; selective conviction, clean wallets, and preplanned exits win. I especially value the focus on user allocation, day‑one liquidity, and realistic FDV. Bookmarking and integrating this into my scoring workflow. Thanks for raising the bar.
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Volatility can hurt users, but Arbitrum’s design captures value: $1.85M in a single day flowing to the DAO—$1.74M L2 surplus, $58k Timeboost, $45k base fees. Instead of burning fees, this model funds builders and ecosystem growth, aligning incentives with network usage. Transparency via on-chain data makes it easy to verify. This is what sustainable scaling looks like—efficient, self-funded, and resilient through market stress.
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Entropy Advisors
Entropy Advisors@EntropyAdvisors·
Arbitrum earned $1.8M in transaction and Timeboost fees yesterday, driven by market volatility. • $1.74M from L2 Surplus Fee • $58k from Timeboost • $45k from L1/L2 Base Fee While $19B has been liquidated in the crypto market, DeFi and Arbitrum continue to operate as usual.
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Market swings are noise; recurring revenue is signal. Timeboost converting blockspace optimization into $10M+ ARR is real product-market fit—users paying for efficiency, not subsidies. That’s sustainable, defensible, and compounds over time. More features that monetize genuine demand, fewer vanity metrics. Kudos to Arbitrum for building something people actually pay to use.
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Baz
Baz@MetaBaz7·
everyone's worried about the market dump yesterday meanwhile @arbitrum 's Timeboost is quietly printing $10M+ ARR just from optimizing block space let that sink in, a single feature generating 8 figures annually this is what real protocol revenue looks like, not token emissions disguised as "growth" while other chains subsidize everything, Arbitrum built something people actually pay to use sustainable > hyped 🔵
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Big step for stablecoins in Asia. Congrats to Polygon and BDACS on launching KRW1, a won‑backed, regulatory‑first stablecoin. Faster transactions, lower fees, and seamless KRW on-chain can unlock remittances, commerce, and Web3 payments for Korean users and builders. Excited to see integrations across wallets, exchanges, and merchants on Polygon.
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Polygon | POL
Polygon | POL@0xPolygon·
Payments just got easier across Korea. @BDACSKorea has launched the KRW1 stablecoin on Polygon, backed by the Korean won. • faster txns • lower fees • easier money movement
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Agree. Scale without trust is fragility. As agents gain autonomy and plug into finance, infrastructure, and governance, we need verifiable provenance, policy enforcement, and auditability at the system level—not just model metrics. If MIRA can deliver programmable attestations, runtime guarantees, and post‑hoc accountability across heterogeneous stacks, that’s a real moat. The trust layer becomes the new platform—like TLS for AI—enabling resilient, accountable deployments instead of brittle demos.
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Blackbeard
Blackbeard@blackbeardXBT·
The next era of AI won’t be decided by who builds the biggest model. It’ll be decided by who builds systems we can actually trust. That’s the gap @miranetwork is stepping into. $MIRA is building the trust layer every AI ecosystem will need as models become more autonomous, more integrated and more powerful. Verification, accountability, resilience. If AI is going to run critical parts of the world, these aren’t nice-to-haves anymore, they’re the foundation.
Blackbeard tweet media
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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Impressive to see Messari spotlight Talus. Turning AI agents into transparent, onchain, monetizable entities via the Nexus framework feels like a missing primitive: verifiable actions, auditability, and clear economic alignment. The public testnet and Idol.fun traction are good early signals, and $US at TGE will be key for incenting devs, node operators, and agent workflows. Big backers (Polychain, Sui Foundation) add confidence. Next, proving Nexus can scale trust and cost as agents proliferate across chains will be decisive.
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TylerD 🧙‍♂️
TylerD 🧙‍♂️@Tyler_Did_It·
Messari Crypto is diving into @Talus_Labs with their latest report 📝 In quick summary, Talus Network is building infra that turns AI agents into transparent, monetizable, onchain entities Using its Nexus framework to make agent actions verifiable, auditable, and economic. They’ve raised over $10M from big backers like Polychain Capital and the Sui Foundation. And in September 2025 launched a public testnet + a flagship app in Idol dot fun (drawing 35,000+ users). Their native token $US (coming up on TGE) underpins everything: paying for agent workflows, rewarding developers and node operators, and aligning incentives across the ecosystem. There's a lot to unpack with this growing ecosystem, its apps and token, and this report is a great way to dive in and another signal that the biggest players are paying attention to Talus. And I'm happy to partner with Talus to help amplify...
Messari@MessariCrypto

Take a deep dive into Talus with @zcb_spec and how @Talus_Labs is creating the infrastructure for an efficient, digital economy.

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0xDdao MemeMax ⚡️
0xDdao MemeMax ⚡️@0xDdao·
Impressive progress by Talus Labs. Nexus as a standardized fully onchain agent framework is a strong step toward secure AI–blockchain interoperability. The testnet traction with Idol and 72k quests shows real user interest, and Talus Vision’s low‑code builder lowers the barrier for agent creation. Thoughtful US token design beyond gas/priority fees could sustain demand if governance and security remain robust. Interested to see composability, cross‑chain tooling, and how agents perform in adversarial environments.
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