Nikiton

Perps szn 2026 Ran rough FDV models + point pricing. No hopium overdose 👇 • Variational — $300M FDV → ~$7 / point • Ethereal — $150M FDV → ~$0.005 / point • Genius — $200M FDV → ~$0.09 / point • Ostium — $200M FDV → ~$1 / point • Backpack — ~$500M FDV → ~$0.25 • Paradex — $200M FDV → ~$0.14 / point • Pacifica — $200M FDV → ~$0.05 / point • Based — $100M FDV → ~$0.2 / point • Hibachi — $100M FDV → ~$0.25 / point • Extended — $200M FDV → ~$1 / point • Nado — $450M FDV → ~$1.5 / point • Reya — $100M FDV → ~$1.5 / point • Bullpen — $50M FDV → ~$0.1 / point • GRVT — $250M FDV → ~$10 / point • 01Exchange — $100M FDV → ~$1 / point • o1 — $50M FDV → ~$0.055 / point High outliers (>$1/point): GRVT ($10), Variational ($7), Reya/Nado ($1.5). These punch above their FDV weight, potentially signaling premium narratives or scarcity. Who’s overpriced?

@Kaffchad Bro, where did you get so much energy from to make so many high-quality tweets

@Nick_Researcher @stripe @tempo Change or die!

@Nikitont @stripe @tempo changes is for the win Niki

➥ Agents are about to kill the checkout page with MPP vs 0x402 vs Visa agents I spent time digging into what @stripe + @tempo just launched with MPP, and how it sits next to Visa’s agent payments and Base pushing 0x402 for almost a year I honestly feel shock thinking of what’s coming to hit the market MPP comes with a directory of 100+ services for your agent to use & pay for autonomously on Tempo: • @alchemy - blockchain data across 100+ chains • @alliumlabs - onchain analytics • @browserbase - headless browsers • @dune - onchain SQL queries • @fal - image, video, and audio generation • @merit_systems - phone calls, travel, email, & more • @p0 - web search and deep research • @postalform - mail delivery via USPS • @prospectbutcher - sandwich ordering • ... and many more ☒ First layer = settlement rails | This is where the real money moves [1] Card rails with Visa, Stripe infra → Still dominant because distribution + compliance is already solved → Best for high-value, discrete payments [2] Crypto rails | stablecoins on chains like Tempo → Instant settlement, low fees, programmable balances → Makes sense when payments are small, frequent, or continuous - I’ve seen this pattern before, infra gets abstracted - Agents will just route to the cheapest + most efficient rail depending on context ☒ Second layer = payment protocol | This is where MPP vs 0x402 actually sits [1] 0x402 pushed by @base eco → Stateless, request-by-request payments → Simple, composable, very crypto-native [2] MPP with Stripe + Tempo approach → Session-based payments → Authorize once, then stream usage over time → Basically turns payments into something like OAuth This small design difference changes everything From what I see if your agent makes 1 request = 1 payment, 0x402 is enough If your agent runs continuous workloads (API, inference, data feeds), MPP is way more efficient Because no one wants to sign thousands of transactions just to query an API My current belief is that there won’t be a single winner here What we’ll get instead: - 0x402 → default primitive for simple, stateless payments - MPP → default for session-based / streaming payments - Cards → still dominate large payments - Stablecoins → dominate machine-to-machine flows And the user or agent won’t even notice It’s that payments are quietly becoming a native part of the internet request itself

@Kaffchad More often than you think

@Nikitont lol yeah it's crazy how often that happens

Every protocol says they're well-capitalized. But being well-capitalized in your own token isn't capital. It's circular logic with better branding. > $5.6B in treasury, but 80% of that is governance tokens. > Only 3.6% median stablecoin allocation. 15 out of 25 protocols generating zero yield. When the market dumps, you sell tokens to survive and selling your own token is shooting yourself in the foot while asking holders to stay calm. This is pretty gud read from @thelearningpill breaking this down 👇🏻

@SkylineETH Good and peace to all!

To everyone around the world marking the end of Ramadan, wishing you a blessed Eid al-Fitr with friends and family. Eid Mubarak!

@oxtochi Don't, it hurts me, I'm the holder.

celestia bros, dec 2024

@SkylineETH Congratulations bro!

Man I've missed these random InfoFi stimmys. Can we bring them back

icymi: NVIDIA just shipped NemoClaw at GTC last week. OpenClaw became the fastest-growing open source project in history. But enterprises wouldn't touch it b/c ppl called it "a security nightmare." so, NemoClaw = Openclaw + security layer I'll be testing it when it's live and will share what I find after then.

@Hydraze420 to be honest, I've never played it, do you recommend it?

Spot of golf this morning, trying to break 90 for the first time.

@Kaffchad They remain market leaders in any case

@Nikitont bullish sign i think, HIP3 col > crypto vol doesn't mean HL weak in crypto interest, just bc commodities on hl is fire. More vol more fee more burn buy more $hype ngl

► Stablecoin TVL on #HyperEVM just crossed $1B but where are the best places to farm the yield? > USDT0 on Hypurrfi - 11.8% APY > USDe on Hyperlend - 5.94% APY > USDH on Felix - 5.89% APY > USDC on Hypurrfi - 7.2% > USDC on Felix - 4.58% APY > Lp Hype/USDC on ProjectX - 113.5% APR > USDT on Altura - 20% base APY + 31% APY in token so what would you do now? $hype

@BR4ted Finally meeting up with friends

gm, what are your weekend plans?

gm eid mubarak to those who celebrate

@Noir_Pulse_ Good morning legend!

GM CT I was a long time in the market, and the most important thing that I understood is that "Market is a tool, not a decision" Most of the people believe that crypto will change their life from nothing to lambo and yachts, maybe, yeah but the chance is small. Only you can change your life, not some currency. Only you with your ideas, motivation, and discipline! If you earned money in crypto, don't run to reinvest it, think a bit, maybe you have some direction where you can become a builder and not a user. Have a great day, buddies. Stay tuned and follow @XAgencyHQ

@Zeneca @AlexFinn Can I try my profile?

Vibe coded this app that roasts people's X profiles for fun and got some epic outputs lol Starting with the one and only @AlexFinn (sorry bro 💀)

@andyyy I hope this is not another temporary trend.

AI and blockchain are a holy matrimony made in tech heaven that is yet to be unleashed upon the world. Agentic finance is coming.

@kyparus Does 80% of the result give 20% of the effort?

- 80% quality post = 20 minutes, 500 views - 100% quality post = 2 hours, 550 views perfectionism is expensive how much time does it take you to write a tweet?

@Nick_Researcher @nvidia The market is very sensitive to everything right now

➥ Nvidia CEO drops bullish AI remarks and CT rotates instantly $BTC sitting at $70,7K atm, still no clean breakout yet @nvidia's open-source AI agent platform news & Jensen Huang talked up Decentralized AI, lifting the whole AI infra bucket together Trending coins & searches right now: → $TAO - heading back to $300 with strong momentum → $FET +20.5% today → $RENDER catching the same bid → $HYPE running $620M+ in daily volume Broader narratives heating up - Tokenized Treasuries at $11B+, private credit up 180% YoY → institutions entering onchain through familiar instruments - 20 millionth $BTC mined last week. 1M left over 114 years. the supply math is starting to hit different things are moving fast, know what you're watching

@hodl_strong It would be better to have 80

so we’re going back to $65k? $BTC