Cookie DAO 🍪

Our closest partners just got early access to Cookie AI search to stress-test it. Think you should have free inside access too? Drop a comment on how you’d use it, & the most convincing answers get F&F access.

Top sentiment gainers for this week: @aave (bearish → bullish) Last week was dominated by a $50M loss narrative. This week reversed on credibility. → Zero exposure to the USR depeg, confirmed fast by the team →$1.34B TVL on Mantle in ~5 weeks, now a top 3 market → Continued expansion across chains and real world collateral Fewer tweets, but almost all positive. @animocabrands (bearish → bullish) Stacked institutional signals in a single week: → Strategic AVAX partnership targeting RWAs, identity, and new markets → Sale of GAMEE reframed as public market validation of ~119M users → Continued bets on new primitives like Telegram native markets Narrative shifted from quiet to “distribution at scale”. @MagicEden (very bearish → neutral) No major fix. Just the end of a negative cycle. → Ordinals/EVM backlash faded after peak outrage → 1M ME token buyback gave holders a floor → New product launch (Wonder Pick) redirected attention forward Still unresolved strategically, but sentiment stabilized.

@0xNairolf Interesting because Polygon's mindshare in the x402 narrative sits at ~3–5%. It peaked at 5.8% the week of Feb 22 (when the "x402 triopoly" discourse took off on CT), and has settled in the 3–4% range since.

polygon now captures 84% of x402 volume even if volumes are still small, this is still massive

gAI

@Route2FI The social data saw it coming. Cookie AI shows MegaETH sentiment cratered from +261 to -363 this week, the biggest sentiment collapse in the top 100 by rank. Signal, posts, unique creators all down. The pre-market was just catching up to what CT already priced in socially.

MegaETH’s FDV now priced in at $700 M. That’s like 80% lower than the price in premarkets when we entered the sale, and actually a 30% realized loss if it were to launch now. Didn’t expect this outcome.

@tisz_john Cookie AI

@cookiedotfun What's coming

welcome to the new social research era

@Meolweee it's an AI-powered crypto social analytics with direct access to a proprietary real-time database covering ~1.2 billion tweets, ~755,000 tracked Twitter accounts, ~14,300 crypto projects, and live market data.

@cookiedotfun What is it ?

@Lustigdoit Almost, it's in beta testing phase

@cookiedotfun It's ready ?

@AnhDaDen811 very soon

@cookiedotfun wen

Cookie AI does the work your junior researcher would faster, broader, and without missing context. It is an AI-powered social analytics with direct access to a proprietary real-time database covering ~1.2 billion tweets, ~755,000 tracked Twitter accounts, ~14,300 crypto projects, and live market data.

@cookiedotfun What does it do please

2,262 messages later, Cookie AI coming soon

Turns out you don’t need a launch Just one intern confirmation +2170% bullish sentiment in less than 24h

Not a big reader? Here are 4 prompts to improve your reply guy strategy with Cookie AI. → Index @"account" last 90 days of X activity and build a reply network, how many times the account replied to each @"account", how many times they replied back, the reply rate per relationship, and average impressions per reply @"account" sent.” → “can you remove community accounts and low-signal profiles, filter to accounts with 1,500+ smart followers, add retweet and quote tweet data, and flag each relationship as over-invested, underreciprocated, or balanced.” → “Analyze smart KOL (Key Opinion Leader) accounts and determine whether the timing of a reply influences the likelihood that the original poster responds to it. Use this data to highlight any correlation between reply timing and the probability of receiving a response from the original poster and evaluate whether the probability of the original author replying decreases as reply delay increases.” → “ Compare replies that get responses vs. replies that don’t by analyzing their content. Pull full conversation threads, classify replies based on whether they received a response, and extract qualitative patterns in tone, structure, and content. Identify what consistently drives replies from the original author and summarize the findings as actionable guidelines for writing higher-performing replies. ” Don’t have access to Cookie AI? We’ve just opened friends & family access. Tell us how you’d use it, and the best answers get in.

Solana tops the mindshare leaderboard this week, +7.84% over 7 days Cookie AI tells us why: →  SEC/CFTC formally classify SOL as a digital commodity ending years of regulatory uncertainty over whether SOL was a security → It was @solana's 6th Birthday on March 16th lol happy b-day → PayPal announced PYUSD expansion to 70 markets globally with Solana as the default stablecoin payment network. → SOL flipped Coinbase in market cap → SOL ETFs recorded $9.54M net inflows in 7 days → Ondo Finance launched 200+ tokenized US stocks/ETFs on Solana → A whale bought $11.4M in SOL in a single transaction → Hana Securities (Korea) named Solana a leader in AI agent payments

This week, social signal is down sector-wide, polymarket -62%, kalshi -57%, predict fun -70%. What's interesting is that kalshi +2.6% volume while losing -57% of its signal, crypto(dot)com +27% volume with almost no change in attention (-4.5%). That’s a clear shift in user mix, either new flow isn’t ct-native, or the narrative already peaked, and capital kept moving anyway

Prediction Market Notional Volume hit $5.76B (-2.27%) last week. 🔹 Kalshi: $2.93B (+2.68%) 🔹 Polymarket: $2.34B (-6.09%) 🔹 Crypto(.)com: $156.10M (+27.35%) 🔹 Limitless: $128.13M (-11.66%) 🔹 Predict: $91.15M (+18.11%) 🔹 Opinion: $77.91M (-49.99%) 🔹 Overtime: $4.04M (+2.69%) 🔹 Others: $20.62M (-35.45%)

from a KOL perspective, it’s basically your junior analyst + growth operator in one → see exactly who’s replying, amplifying, and actually pushing your content → find underpriced relationships (people giving you 2–3x back) → spot who you’re overinvesting in with zero return → understand which posts drive real conversations vs dead engagement → time your replies so threads actually keep going → track your mindshare and how it moves vs other creators

@cookiedotfun what else user could check with cookie ai?

Are we back to doing this for fun again? Memecoins quietly picked up +0.22 global mindshare in the last 48h now sitting at 3.63% of total attention

Asked Cookie AI to see if this also matches in mindshare, @HyperliquidX is in a league of its own, 63.56% mindshare, pulling more attention than all other combined. However, in mindshare, @Lighter_xyz comes second. @Aster_DEX has a strong impressions-to-signal ratio (11.7M impressions, only 3.43% mindshare), suggesting broad reach but lower engagement quality vs. @Lighter_xyz

⚡️ TOP Derivatives Protocols by Perpetual Volume Web3 derivatives protocols are decentralized platforms for on-chain trading and hedging of futures, options, and swaps without intermediaries. $HYPE $ASTER $LIT $APEX $REYA $MYX $DIME #edgeX #Extended #Grvt #Paradex #Variational #tradeXYZ #Pacifica #Nado #StandX

Steady signal, multiple narratives @base came out as the top ecosystem gainer, with a +8.68 % peak in mindshare. This social spike came from a stack of reinforcing signals, not a single breakout moment. → Base hit a $332B stablecoin transfer ATH and x402 crossed 100M transactions. → JPMorgan launching euro deposit tokens on Base injected institutional weight into the narrative, especially as stablecoin dynamics continue to shift. → Base(dot)dev overhaul reframed Base as more than a chain, moving toward an app distribution layer with unified standards. Builder attention followed. → carhartt × Base drop at ETH Denver contributed to reach, keeping Base visible across CT. Ecosystem activity: builders > hype The signal this week wasn’t driven by broad speculation, but by active ecosystem participants. Projects like Aerodrome, Zora, Virtuals, and Bankr generated most of the meaningful engagement, spanning DeFi, creator tools, and AI agents. The AI agent narrative (x402) continues to act as a glue across the ecosystem, tying together infrastructure, applications, and new economic models. Notably, some of the highest-signal posts came from smaller accounts with single, high-quality threads, reinforcing that engager quality is outweighing raw reach. Despite ranking #1, Base’s raw signal declined week-over-week. The difference is that other ecosystems dropped harder. There was no sustained spike after the early-week metrics went viral, and attention has cooled post-event, a typical pattern after narrative peaks.