DYAD

We are winding down the $kerosene univ2 LP. If you hold $kerosene and we have not already gotten in contact, please dm us.

@munchwrap @Ositofinance building v3 but kero holders need to eat first

@Ositofinance bro what happened to @0xDYAD

NEXT UP STUDY OSITO

@0xbanger_ @deepname99 osito

@deepname99 osito

Merry Christmas We are just getting started

2025 & BEYOND PREDICTIONS - some weird, some wrong, some obvious. let me know where you agree / disagree might be not entirely bag aligned so sorry in advance 1. everyone is doing B2B or B2C products the next wave of massive user adoption will be hyper-personalised -AI2ME 2. anything that allows users to do stuff without leaving their a. social layer b. ai personal layer anything fulfils this criteria will win 2. on mindshare / smart follows on CT and wider world social graphs - mindshare is a lagging indicator and multivariate relative , if someone hacked bitcoin the day u launch ur mindshare will be shitty regardless of what u do so it is correlation. not actionable. it is the eternal present. you can compare, but you cannot action good for traders, bad for actioning smart follows are also a tiny drop in the ocean of users % of ct stats are just an arbitrary border selected by varying platforms crypto companies post product or any company trying to action based on smart follows and mindshare is like optimising to attract elite sportspeople to attend your event when really you just want people to buy tickets pre product - u need the celebrities for speculation and thats linked to the token model, this is unique to CT as we have a very leader driven culture as @ekram puts it, the intelligensia i think that in 2025 as we penetrate more normal markets the crypto relevance actually goes down intrisically its a useful trust disintermediation rather than a selling feature noone wants a thing thats 'NFT ENABLED', they just want a ticket that no-one else can steal from their apple wallet so we will index more on social graphs that are custom to use case in 2025 and the products will be polarised between highly speculative visible crypto and invisible crypto useful stuff for normal people, likely creator economy based tokens on existing social graphs as parasocial financial systems that have simple on and off ramps like freemium game economies im pretty sure the next step for @_kaitoai and @cookiedotfun is to create personal nodes for users, their biggest yappers and fans, personal social graphs for people, brands and agents are immensely valuable. distribution is the new gold if i wanted to launch a chain in 2025, i would airdrop the yapper social graph. simple as that. @_kaitoai yap points are the single best thing anyone on x can optimise for. it will be worth multiple xs in airdrops very soon. these two companies are sitting on the best gold mine in town as the actual social media companies are not nimble enough to do the things they do, hyperspecialised niches and then move out. @_kaitoai would be absolutely valuable to any brand in the world, and @cookiedotfun is quickly making a name by doubling down on ai agents, which will spill into the mainstream and they will be perfectly positioned for the inevitable tiktok boom. 3. agents in their current form are performative speculative toy magic tricks with a puppet master to varying degrees mostly. real people want intents and outcomes, not emergent behaviours. emergent behaviours are for entertainment and gaming. the only useful emergent behaviour agents are ai powered buzzfeed personality tests with context - input, personalisation, variable result, show and compare with friends. @aixbt_agent and @dolos_diary are the best examples of this flow. everything else needs to just be extendable intelligence - go do x for me with y intelligence with z context realistically there will only be two buckets of participants as the market matures: A. large openai / anthropic entities that are close to AGI and just able to do stuff and eat up most startups B. private high context specialised models that have access to proprietary data that have high context in asymmetric data fields with moats 4. in 2025 crypto companies will just be companies. most products will integrate some form of crypto rails as regulation becomes friendlier and we abstract away the horrible interfaces. @RobinhoodApp does a great job of this. 5. stablecoins will blow up but not in the way we think they will. winners will be aggregators of stablecoins that capture the user marketshare and control the market. most instiutions will just pick whichever one is safest for them and realistically there probably will be a jpmorgan coin at some point and tether gets obliterated or at least pushed out to the edges as even though us is crypto friendly, banks will make a move at some point through regulatory capture. i dont know what will happen to bitcoin at that point but hopefully its at exit velocity at a nation state level. winners will be either aggregators, specialists or highly unique - @MentoLabs - specialised + aggregator - @0xDYAD - unique 6. provenance will be a thing but only in the form of invisible rails, tickets, art, supply chain but without speculation. the irony of 'slashing' is that no-one wants to admit there could be a problem with their system, so noone really wants slashing in their network to guarantee it. eventually it will permeate everything as we realise that trustmebronomics dont work in the long term as adversarial agent networks grow and grow constantly testing security of everything so you need to incentivise skin in the game for everything mega bull case for restaking shoutout @eigencloud and @sreeramkannan. intersubjectivity of network commitments will only increase in the next decades in one form or another mega bull case for @nufflelabs is essentially removing all arbitary borders from assets and turning the entire digital realm into one economic zone. every crypto is just a function of its - cost of corruption - lindy effect / social trust - interface with the world - social cohesion around it 'cult' when you remove arbitary borders, something very very cool happens. but provenance also means nfts right? @LucaNetz understands deeply that you grow a brand through community, and you grow a community in stages. his playbook will be copied by larger web2 brands with loyalty programmes and unique 'in group' identifiers. maybe with nfts, maybe not. the model works very well. @CharlotteFang77 has deeply understood the post authorship, post digital identity world we inhabit where everything is epheremal and nothing is real and at the same time hyperreal, flipping the 'digital / reality' structure into digital first. the pioneering efforts of @milady are only starting to really seep into the real world as we see social media as a hyperobject that permeates reality more than reality itself,, inverting our understanding of the world as we embrace our digital future we lose a lot of the things that made us individual humans and we become an aggregate swarm riding the waves of culture like a pondskater so assuming a skin of extreme views is the only way to really express your personhood in a sea of conformity and digital aggregation 7. everyone will bet on everything. gambling will become insanely prevalent in a way that will shock everyone. @Polymarket broke the veil. there will be a way to bet instantly from social media and that will break a large portion of society. 8. as information bandwidth becomes smaller and smaller for most people we will become adblind and attention span starved, so personal referral networks from social media will become even bigger for selling products, software and pretty much anything. everyone will have an invisible onlyfans link, but much more personal than your nude body, your actual metadata and behaviours algorithmically exfiltrated from your soul. so you either own it, or someone else takes it a shocking amount of society will sell products via their socials and it will become acceptable and the market will become much. more efficient than it is now. your personal social graph will be very valuable for your specific niche 9. every brand account will have its own agent in some form or another, to allow users to interact within their social layer with the brand to varying degrees of complexity. the chatbots you see on websites now will just exist in a mundane way on the timeline. if there still is a timeline. 10. the sleeper crypto use case in 2025 will be some form of ZKTLS like @OpacityNetwork or fingerprint that oneshots people into being able to see information like 'what did my friends buy on amazon' without actually sharing data or some kind of actual metaverse but with neuralink / smart glasses AR thing that people just start wearing because AI makes smart glasses actually useful by reducing the latency of input/output and having immense bandwidth and context, also privacy will be huge as ai is able to parse massive onchain datasets eliminating security by obscurity - cc @clairekart + @aztecnetwork 11. bonus - live media on social will outperform static media / recorded media as attention spans wane. its already happening on twitch. it will leak into the rest of the overton window over the next years. tldr long context long bandwidth long anything that either reduces arbitrary borders or hyperspecialises and moats reduce latency short compute as limiting factor for all but frontier models long distribution long live media short knowledge or repetitive tasks winners in 2025: -invisible integration -native execution -high context networks -proprietary data moats -social layer absorption tldr L/R curve for everything

gm

Happy Thanksgiving. I'm thankful for the EVM and the cracked devs that have built so much amazing tooling and a vibrant ecosystem of libraries for it.

In October several key proposals passed in M^0’s governance cycle, bringing new integrations with partners like @0xDYAD, @jigsawdefi, @ZivoeProtocol and @levelusd. Learn more: research.m0.org/research/m-0-e…

BD is the push that works together with the pull of optimized mechanics and UX. We're working on partnerships with @fraxfinance ,@usualmoney, @eulerfinance , @MorphoLabs , @dinero_xyz and others with the primary goal of driving DYAD demand. More on these integrations soon. (4/4)

removing obstacles to make that first deposit while making the upside potential crystal clear. Part of this is also clarifying the current user UX, showing how your Note's portion of XP and LP fully explains your APR. (3/4)

We just executed the first XP halving, and have set the cadence for a halving every 6 weeks. This will create a freshness premium for XP that preserves DYAD's upside for new users while rewarding those who keep their KEROSENE deposited and stack XP. (1/4)

Reminder that you can earn an average of 72% on the highest quality mainnet collateral with @0xDYAD now. Your yield will increase as you earn XP; it will start below 72% and grow far beyond. Some users are getting above 200%

If you post killer DeFi yields on here and you see the gif below in your replies, its probably going to end up in Yields Of The Week 👀

We're on ETH @ErikVoorhees!

@matthuang @0xDYAD You can deposit @tBTC_project tBTC and mint the DYAD stablecoin right now. Interest-free for now. Earn 70%+ average yield by providing DYAD liquidity on Curve.

At DYAD we Build APPs, not Infra. @0xDYAD #Kerosene

loading... xphalv-lpweight1.1-minliq1.1-exts-indexrefact-uirefact-timelcontr-liqrefact-nft1.1-emcurve-kerodv1.1-stabilfee-sdyad-morph,mktng.

Earn close to 80% average yield for LPing DYAD - USDC or @m0foundation DYAD - wM stable pairs on @CurveFinance How to earn: 1. Follow the link in our bio 2. Claim a Note NFT 3. Deposit any blend of ETH, @tBTC_project tBTC, @dinero_xyz apxETH, @ether_fi weETH, or @LidoFinance wstETH 4. Mint DYAD 5. LP your DYAD with USDC or wM on Curve 6. Stake the LP tokens back to your Note NFT 7. Sit back and print