Billyjitsu

My journey with Api3 has come to a close. I'm incredibly proud of what we accomplished together as a team, and I'm grateful to end this chapter alongside people I now call friends. On this new journey, I'm excited to announce that I've joined @Katana network as their Developer Relations Engineer. So why Katana in the sea of layer 2s? As many of you know, I'm deeply involved in DeFi, both as an active user and through managing yield strategies for @developer_dao to fund community initiatives. After exploring what Katana brings to the table as a chain, I'm convinced it has the potential to become the premier destination for sustainable, long-term yield generation in the space. To all the builders, founders, curators, and communities out there: I want to hear from you. My DMs are open. See you on the battlefield, Samurai. ⚔️

Stake your KAT and decide where the emissions go.

Go do some quests!

@ritzy_p @BeaconDeFi 🙏🙏

@BeaconDeFi Aye!! Gracias for the shoutout!!! Love seeing this finally happen and of course @Billyjitsu breaking things down and dropping 💎💎

CFTC Provides Clarity, Are NFTs Ok & Katana’s TGE - Beacon TVL Show Mar 18 x.com/i/broadcasts/1…

Oh, you thought we were done with just the launch?

Everyone sees the token go live. Nobody sees the 3am Slack messages, the audit re-runs, the moment your Senior Protocol Engineer says "I found something" and your stomach drops. We shipped Katana today. OP Stack + SP1 proofs + Agglayer. The boring work is done. Now the fun part.

@csoriano @Lukes_Trades @taoshiio @katana Thank you for having me on the show!

Thanks again to our panelists, @Lukes_Trades from @taoshiio and @Billyjitsu from @katana. Please follow them and support them! Today's show we covered quite a few big news topics: - CFTC/SEC joint statement offering some Clarity on what in our space is a security: sec.gov/files/rules/in… - @tempo from Stripe launches their L1 mainnet today , with a disruptive Machine Payments Protocol to help agents disrupt commerce like Stripe did in web2 (x.com/stripe/status/…) - @tradexyz getting the S&P license for the official S&P 500 perp is HUGE, not only for traders here, but for DeFi and Hyperliquid. - Hot alpha that Taoshi is building @HyperscaledHQ on top of Hyperliquid, sign up on the site for early access! - @coingecko being bold and offering Coingecko CLI to be a first mover for agents and devs with a fully-featured terminal (x.com/coingecko/stat…) - We then got the rundown of Katana from Billy, explaining how the chain works, the success of launching a TGE right now in this market, and I'll post the clip of how Katana works, it's a GREAT explanation, taking the PoL and (3,3) mentality and making it Chain-owned Liquidity is very interesting. A great show overall with fantastic takes and analysis from our panel. Definitely one to bookmark and check back on!

CFTC Provides Clarity, Are NFTs Ok & Katana’s TGE - Beacon TVL Show Mar 18 x.com/i/broadcasts/1…

As @katana’s infrastructure partner, we worked side by side with their team to get this live. Hands-on from architecture through launch. Excited to see it out in the world ⚔️

Voting weekly with veVELO/veAERO since genesis, I was excited to learn @katana was implementing ve(3,3) at the network level to allocate KAT emissions across AMMs, money markets, perps, and more. We dive into it all with a new @edge_pod featuring @mfisher10x, due out next week!

Live with the @BeaconDeFi show

@katana Further validation of our thesis when incubating this with @0xPolygon that aggregating yield from different sources, plus liquidity in a few core dApps, creates a more sustainable revenue model. Congrats @katana @mfisher10x @0xMarcB and team on the TGE, big milestone today! ⚔️

We are live!!!

Swords ready? Trading for @katana is live.

Bold time to go to market right now. The token launch window has shut for many companies. We even saw OpenSea delay again based on market conditions. Almost every project I talk to is pushing their token launch date. But that may actually be good timing for Katana. Less noise, more attention.

KAT launched today and I am seeing many divisive opinions. And this is my honest take as a user of @katana of the finalized $KAT tokenomics. Before touching the token, you need the one-line thesis: Katana is a DeFi-native chain built on @0xPolygon's AggLayer. → It does not use KAT as gas (ETH handles that). → It does not use KAT to govern chain upgrades. KAT singular job is to direct capital flows across DeFi pools through a modified ve(3,3) voting model. The chain was designed around one core idea: import deep liquidity and recycle yield and fees back into the ecosystem. The Vault Bridge, AUSD stablecoin, chain-owned liquidity, and sequencer fees all feed into KAT utility. Pre-TGE, Katana has generated $3.5M+ in protocol revenue using non-transferable KAT, unusually strong for a chain at TGE. That is the flywheel. KAT is the lever that steers it. — ➠ Day-1 Circulating Supply Here’s the Day‑1 unlock from the raw numbers. ↪ Day‑1 user unlocks (before core contributors): - Pre‑deposit krates: 70M KAT (0.7%) - TVL commitments: 930M KAT (9.3%) ↪ Day‑1 treasury unlocks: - Liquidity provisioning: 300M KAT (3%) - Reserve (ecosystem grants only): 200M KAT (2%) ↪ Day‑1 POL staker allocation: - 140M vKAT (1.4%), claimable Mar 18, 2026 (based on POL staked May 1, 2025 → Mar 3, 2026) ↪ Rough Day‑1 supply ceiling: ~1.64B KAT (~16.4%) (Assumes everyone claims and sells immediately; actual should be lower due to pre‑staking locks.) ↪ Day‑1 core contributors is zero - 15.65% vests in 4 annual tranches, with no unlock until 12 months post‑TGE. - There was no presale to VC investors → No preferential insider unlocks exist. ↪ POL Staker Distribution. vKAT for POL stakers is no longer mostly unlocked at TGE, but released over time. ↪ POL stakers still get 1.1B KAT (11%) total: - Day 1: 140M vKAT (1.4%) - Remaining 960M vKAT (9.6%): unlocked in four equal tranches on the 1st–4th anniversaries of KAT becoming transferable, early exit is possible but with penalties to up to 80%. This sudden change is what made the community react negatively. From the project’s perspective, though, it’s understandable as a supply-management move: with thin liquidity, a slower release more favourable and eases large sell pressure. Nothing has been removed; the full 11% remains. — ➠ Pre-Staking Mechanics Pre-staking gives early stakers 3x voting/reward weight, tapering over 8 weeks. The first 350M KAT pre-staked also gets a 35% minimum yield floor for the first 60 days. Net effect: a strong reason to stake instead of sell. If most of that 350M comes from the 1B user allocation, Day-1 sell pressure could drop from ~16% to ~8–10% of supply. — ➠ The Modified ve(3,3) model Most ve(3,3) systems center on one DEX; Katana applies it across its wider DeFi ecosystem. → Weekly, vKAT holders vote where emissions go and earn a cut of pool fees. → Long term, Katana plans to fund rewards with surplus sequencer fees instead of new KAT, cutting off inflation. → If sequencer revenue is high enough, emissions can be optional and KAT holders earn real cash flow. — ➠ What Can Go Wrong ❶ TVL after incentives Binance Wallet + OKX Earn drove $500M+ TVL and thousands of users, but retention is mixed + early unlock. If TVL leaves + rewards fade → sequencer revenue drops and the fee-replacement thesis weakens. ❷ Emission overhang ~500M KAT is set to go out in the first 6 months post-mainnet → If fees don’t ramp fast, emissions create built-in sell pressure. ❸FDV + market fragility Katana launched without an FDV in a weaker market (volumes ~10x lower than May 2025). Thin liquidity likely means higher early volatility. — ➠ Personal Thoughts There’s understandable community frustration over the last-minute unlock schedule changes + early exit fees for vKAT up to 80% sparked immediate backlash. But objectively, dumping the full 11% into today’s brutal, thin-liquidity market would have instantly nuked the chart. It’s a bitter from my POV, but mathematically necessary pill to protect early price discovery. More importantly, while countless other projects are using these market conditions as a convenient excuse to indefinitely delay their TGEs, Katana actually shipped. They took the heat, kept communication transparent so far, and didn’t back down. So I’m willing to give them the benefit of the doubt and see what’s ahead for Katana post-TGE.

The @katana TGE is live. We’re marking the moment with a 35M $KAT reward pool available through On-Chain Earn. @Morpho vault yields. One tap.

Initial Listing - $KAT @katana 🔹Pair: KAT/USDT 🔹Deposit available: now 🔹Trading available: Mar 18, 13:00 (UTC) Details: bitget.com/support/articl…

🐳 $KAT (@katana) Listing Details - Listing Time: Mar 18st, 2026 - Total Supply: 10B $KAT - Token Allocation: • Ecosystem & Community Treasury: 48.35% • Liquidity Mining: 20% • Airdrop: 15% • Core Contributors: 15.65% • Public Sale: 1.0% - No VC investors. Users first. - Incubated by @0xPolygon Labs & @GSR_io - Lock $KAT → receive vKAT → direct yield from: • Sequencer fees • Bridge yield • Stablecoin yield whales.market/en/premarket/K…

f(x) Protocol is live ⚔️ Borrowing without the slow bleed. 🔹Mint fxUSD against wBTC or eETH 🔹One-time fee to open + close 🔹No variable interest rates in between Two early ways to participate: 🔹Stability Pool (fxUSD / USDC) 🔹Sushi LP (fxUSD-USDC) Next → leverage trading.

Big day today samurai. And stay sharp ⚔️ Reminder: always verify contract addresses before trading or interacting with any Katana asset. Find them here: docs.katana.network