Will

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Will

Will

@HumbleKingDefi

Value Investor | Researcher Passionate about Web3/Defi

Katılım Mart 2012
773 Takip Edilen938 Takipçiler
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Will
Will@HumbleKingDefi·
Can't believe it, I hit my first grail 🔥 @gruffishere
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Will
Will@HumbleKingDefi·
@3liXBT @intodotspace I think this is a winner, market sleeping on it. The UX design and Leveraged markets are very appealing. Their marketing videos also next level, probably the one category to bet on in these market conditions.
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Will
Will@HumbleKingDefi·
Fogo, just low key doing things at their own pace, the right way. I feel Good vibes when a project is removed from the attention and toxicity that can come from CT
Fogees Hub@FogeesHub

What does Fogo look like on Day 1? @RobertSagurton talks about @fogo’s phased mainnet, which apps will be live at launch, how consensus will operate, and how “follow the sun” will be rolled out.

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Will
Will@HumbleKingDefi·
@VanIsleInvestor Seems like the prudent thing to do. Prefer $BCE over $T but will review/consider buy position if Telus cuts dividend. $HR.UN and $REI.UN became much more attractive investments imo after they cut dividend during covid. 50-60%~ payout ratio is comfortable
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Vancouver Island Guy 🌊
Vancouver Island Guy 🌊@VanIsleInvestor·
Ross Healy on YouTube giving a briefing on $T Telus Ross said he believes the dividend cut will be 50% to get to a remotely reasonable payout ratio. The dividend payout is $1.67 yet they only earned $1.06 The example he used is $NPI Northland power dropping 28% after the dividend cut and still dropping. He said his advice to Telus management is the market see's it coming, cut it quickly and get it over with. Time will tell 🌊 youtu.be/rDxTEehlTGY
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Will
Will@HumbleKingDefi·
@cabenX My view coming from Tradfi, if you ignore the token price (whole market down). The dividends/airdrops for holding +5k skaito have been very generous given the amount of time.
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Caben
Caben@cabenX·
somehow this blew up and got a lot of hate from it (also some positive feedbacks) this is the first time I'm getting this type of feedback from my content so here is what I learned and some thoughts around it 0/ you can't expect people to understand your exact thoughts through a post on X, this was my biggest "mistake" i think, everyone will read the same words, but nobody will understand it the same way 1/ some people will turn your words against you on what "shock" them, apparently calling Kaito "one of the worst farmable InfoFi ecosystem" was too much or maybe it was because I said that I was focusing on Cookie & Xeet after criticizing Kaito on all angles, in either case I stand by it because it's my genuine feedback (= which is why this post got that much attention and hate, I wrote my thoughts, not what people wanted to hear) 2/ some people will only focus on what got their attention, and completely ignore the rest of your take 3/ a lot of people reacted to this post without having the contest of my overall content I put here since months, I did share similar takes about all InfoFi platforms (because they are ALL being farmed) multiple times and criticized them all without exception 4/ some debates emerged from that post which is a really good point and had really interesting conversations with people that completely disagreed with my takes, with respect on both side!! (yes it's possible) 5/ sharing your real feedback about something has repercussions, when you stay quiet which I did for a long time, it's comfy, everybody likes you but when you open your mouth, it's more chaotic but that's how you can have a real impact on what you truly like 6/ imo, InfoFi is a wonderful opportunity for everyone and I'm just tired that farmers using non-organic tactics steals money away from real content creators that works hours everyday, i don't care about which platform it is, what I want is a platform where I and other creators can go and compete against each other with meaningful rules in place, without cheaters in the blend and that the most impactful creator gets rewarded.if that's not the case, i'm not a fan of your product yet, that's all 7/ a lot of people called me a farmer, called me words, if there were no argument attached (which is the case most of the time, not a surprise lol), it didn't really impact me, I often ignore or when it came from someone I respected I tried to understand why (ps: I played League of Legends for 10 years, you will have an hard time trying to rage-bait me) 8/ a lot of people thought this was a paid post?? I still really don't understand why but heard a lot of "this must be a FUD paid post" well without any surprise it's not, I just shared my experience and thoughts around Kaito as a content creator, nothing more 9/ about Cookie, I did placed it into one of my InfoFi tier-list on one of the worst tier some months ago but since then their algorithm got way better, their boards are more natural (still, a lot of farmers in there...) and they might have the best "capital usage" mechanism through their Capital mindshare, staking & MAF mechanisms 10/ about Xeet, I found out about Xeet early september and started to dive into it really early, I think I understood pretty quickly their mindset behind their product which I like. right now, as a content creator, this is what I'm focusing the most on because I do believe that it could be a massive cook (big rewards from campaigns, Xeet cards, Abstract airdrop?), i'm biaised in some way because I'm well ranked in Xeet but maybe it is because my content/brand deserves to be rewarded because it is valuable for projects? or maybe i'm just another farmer? who knows. one thing is sure, there is still hundreds of farmers gaming Xeet algos 11/ i did read 99% of comments, every quote post and its comments and I loved it because I don't hold the truth and i'm always open to new ideas, reading with attention everybody thoughts (when it's constructive) also helped me reflect on a lot of things 12/ I do find it quite sad that this is the type of content that usually blow up here, the outcome is mostly negative on the big scale because it turned into "who is pro-Kaito, who is not" which shouldn't even be a thing but when I create content trying to explain my takes on concepts around InfoFi or influence, it doesn't get the same amount of discussions/debates around it but well humans prefer fighting over learning together, learning is boring i get it.. 13/ I do really think that few people truly got the message behind my post which was simple: me, Caben, as a content creator, I do no think that creating content about projects listed on Kaito is worth my time anymore because of their mechanisms and flaws, instead i'll focus on other platforms. 14/ well I think that's all, what i'm gonna next is simple: i'll keep sharing my thoughts around InfoFi, like I'm doing since months, i'll keep tracking what Kaito is doing (they might be working on something called "Kaito Hub") and holding my sKAITO i'll keep trying to get better on what I think is worth my focus, learn new skills and share my honest thoughts :) chaotic post but it has its charm
Caben@cabenX

why am I leaving Kaito? Kaito changed the crypto creator industry forever but they turned into one of the worst farmable InfoFi ecosystem Yaps → not relevant anymore, many accounts farm 100+ yaps everyday just by using AI posts & replies Smart Followers → not relevant at all, easier than most think but farmable as well, it turned into another meaningless metric like impressions and followers (how many smart followers someone has is cool but how many of them interacts with them?) Mindshare → quantity>quality, every single leaderboard is turning into "who can post the same stuff over and over again over several weeks/months to get rewards?" $KAITO/Yapybaras: no real utility unless you have <10k+ sKAITO now which is a discutable choice, not too bad so rewards are not too much diluted but for Yapybaras, there is no actual community, no utility expect 10% boost on eco drops(IF YOU HAVE 10K sKAITO) an ecosystem highlight (cool) & "a guarantee allocation in capital launchpad sales" (no number shared on that but doesn't play that big of a role) oh and gKaito mechanism been implemented in docs and talked about 3 months ago where sKAITO + Yapybaras holders would get 2,5% of every capital launchpad raise but still no info on that as a content creator Kaito is just not worth it anymore, even if there is an interesting project I could talk about (which is the case of Katana that I previously talked a lot about) I know i'm not going to be able to actually CREATE genuine CONTENT around it and get rewarded I won't create 4-6 posts about any project every week talking about the same stuff anymore this is just a killer for growth, but Kaito incentives that Kaito still have potential imo but not in the actual state of InfoFi, I'll be waiting for what they do next (ex: Kaito Hub) until then i'll focus on Xeet and Cookie which are not perfect but improving a lot lately, and there I can combine: creating content/monetize my content/growing my brand

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Stacy Muur
Stacy Muur@stacy_muur·
New entries to my list of potential pre pre-2026 TGEs ↓ Compute • @cysic_xyz Perps • @Lighter_xyz@paradex@edgeX_exchange Infrastructure • @zama@infinex RWA • @Theo_Network@multiplifi@EspressoSys@fogo SVM L1 • @brevis_zk@RaylsLabs Neobanking & Payments • @LayerBankFi SocialFi • @xeetdotai AI • @almanak@taluslabs
Stacy Muur@stacy_muur

TGEs that are likely to happen till the end of 2025 ↓ Chains: • @monad@megaeth AI: • @FractionAI_xyz@almanak@TheoriqAI@wardenprotocol@playAInetwork@SentientAGI@gaib_ai Privacy: • @brevis_zk@zkPass@Arcium Banking: • @useTria BTCFi: • @ArchNtwrk@build_on_bob@MezoNetwork DeFi: • @TermMaxFi@FolksFinance@Lighter_xyz@makina@BeamableNetwork Who else?

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pika2zero
pika2zero@ruggedpikachu·
If you've got some Nansen Points dont forget to mint your soulbound moonbirds NFT. 9h left to claim minting.moonbirds.com
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Will
Will@HumbleKingDefi·
@stacy_muur Really excellent article Stacy. Such a thorough breakdown. Looking to enter the raise for this one.
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Will
Will@HumbleKingDefi·
Thanks for the cook @monad
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Will
Will@HumbleKingDefi·
@behrin @neutrl Great update, looking forward to launch.
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Behrin
Behrin@behrin·
Today, @neutrl experienced the largest stress test of the protocol just before public launch. The private beta $50M that been deployed is still delivering 26% APY. Shorts on the OTC arbitrage are in deeper cash profit making the 10% of the book in OTC arbitrage even safer. Funds are safe on ByBit, Binance, OKX via off exchange settlement and Fireblocks. Portfolio leverage is 0.4x and Neutrl is fully collateralized.
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Behrin
Behrin@behrin·
Something new on the @ethena website.
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Will
Will@HumbleKingDefi·
@diogenes Great article, very excited for a chance to trade with Klyra
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Will
Will@HumbleKingDefi·
@ruggedpikachu Was there confirmation of Monad for Kaito stakers or just speculation?
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pika2zero
pika2zero@ruggedpikachu·
sKaito YT dumped from its highs at 95% down to a more reasonable 67% APR I would guess its because the market is pricing in that a snapshot for the monad airdrop has been taken. Monad was one of the first LBs live on Kaito and they've been working closely ever since. And of course just 0.1% of the $MON supply would mean a massive allocation for Kaito stakers. Hence the price drop if the snap has indeed been taken
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Will
Will@HumbleKingDefi·
@walsxbt @solsticefi Self-fulfilling prophecy. The more solstice is shilled = the higher the TVL = Bigger FDV @ TGE
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Wals
Wals@walsxbt·
I see A LOT of confusion on @solsticefi regarding codes There are two DIFFERENT types of codes you can enter: 1. Partner codes, you're prompted to type those first. - You can use multiple codes, so type in both "ORCA" & "RAYDIUM" to get maximum multiplier 2. Referral codes Go to the "Earn Flares" Tab on the left, scroll a bit to find the "Enter a referral code" window - very small & hidden - Use this special code "MKxyh61hd2" to unlock a Wals airdrop & receive a one off bonus of 1000 Flares, when you deposit a minimum of 10 $USX ($10 bucks) 3. The only code I can't crack is why you still haven't joined Solstice bro, you know you will be coping in a few months when we're all flexing 5-6 figure gains from the Ethena on $SOL. You will remember this tweet, but it will be too late. Lucky for you, it's still very early to join. Ape in or HFSP
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Will
Will@HumbleKingDefi·
@0xkovv @solsticefi It seem like Solstice is self-funded through Deus x Capital, no VC overhang/unlocks. I think the most important thing is growth in TVL (Falcon reached top 10 stablecoin ranking) The Ethena/DeFi/Solana synthetic stable coin narrative is also a good one.
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Kov (effort arc)
Kov (effort arc)@0xkovv·
so i deposited on @solsticefi today i think it has enough going for it to actually end up being a potentially profitable play fundamentally I think there are a few things I look for when farming a protocol user count, time since started, tvl, and funding (obviously) user count: under 15k (good) time since started: 5 days (good and early) tvl: $195M (good) funding: nothing disclosed (good and bad) i think it is one of those plays you chuck a bit of funds into, maybe DCA (maybe not), maybe enough people forget about it and then you come away with a massive win by TGE of course it makes it hard since @xeetdotai has their own campaign for it so I am sure this will not be something you forget about necessarily pair all this with $SOL picking up more adoption and maybe this just ends up being a shinny new token for people to spin up a good narrative on real easy steps to take part: > have usdc in wallet > swap and mint USX > lock and get eUSX > explore other aspects of the ecosystem for bigger multipliers like LP'ing (but just do the first 3 first) i think since maybe fall-winter last year, there hasn't really been much to farm. after that last $JUP drop, every other protocol kind of ran its course and went to TGE. kamino, sanctum, tensor, parcl etc etc. with that being said, solstice could be good as it is one of the only promising opportunities in the SOL eco right now - well that and @TradeNeutral (but you guys love to overlook this one bc people are not tweeting about them constantly) don't ask me about the fud, i think it was a nothing burger tho also not paid for this obviously, i think it just might reward those who act on it even passively compared to not as the market goes higher, you need to slowly take out - then those stables you put to work - grow the stack again if you would like to sign up here is ref code to get started - AU2TdZTYzg
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Will
Will@HumbleKingDefi·
@Hydraze420 @solsticefi Just locked in some of my stables into Solsticefi as well. Very likely TVL increases over time.
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Hydraze 🏴‍☠️
Hydraze 🏴‍☠️@Hydraze420·
Time to join the @solsticefi Flares Campaign. $195M TVL is pretty impressive already and the number is climbing daily. Gonna lock some of my stables on SOL in here and see what we can cook up. They're giving away 1% of the $SLX token supply to the top 100 people on the @xeetdotai leaderboard as well, so makes sense to talk about this journey as we go along.
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Will
Will@HumbleKingDefi·
@ripchillpill @solsticefi I think the ranking is incorrect, definitely seems like a good project to farm. A lot of the upside will depend on the circulating supply of USX. This will likely grow with the recent popularity on CT.
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Chill Pill 🔮 (Bald)
Chill Pill 🔮 (Bald)@ripchillpill·
wait I locked ONLY $100 in @solsticefi YieldVault and I'm in top 3%? this is massively underfarmed makes sense though, no one wants to hold stables with the market going parabolic I'll be adding more to Solstice soon + dropping guides on how to boost your Flares ⚡
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vanxyrus
vanxyrus@Vanxyrus·
word on the street is the next snapshot for the next 20% unlock for $ff is happening on october 10th you will need to have 3 bronze badges on @falconfinance in order to be eligible for it if its really on october 10th, you only have 4 days left
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Zh0u
Zh0u@Crypto_Zh0u·
Ok I'm super stoked right now being able to be one of the Top 25 in the @solsticefi leaderboard in @xeetdotai 👀 We are only into Week 1, will continue to share information & updates regarding Solstice Hopefully I can make it by the end of Week 2 FYI Solstice also allocating 1% of their $SLX token to the Top 100 in the form of Flares points Although the campaign duration is unknown, they did hint the entire deposit campaign will last until December right till TGE Are you depositing & yapping about Solstice?
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Zh0u@Crypto_Zh0u

Good to see I'm on 19th in @solsticefi's Leaderboard on @xeetdotai! 🤩 Got a bunch of signal points yesterday Yapping during weekends is indeed the alpha! Especially for smaller sized accounts 🫡

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