liquid 💧

the @liquid_launcher migration is complete, the entire supply (20%) of the Liquid token allocated to the Migration has been distributed. and over 96% of the OG Bags token was successfully migrated and almost every holder was able to migrate successfully. NO new tokens will be added to the Migration Vault. If you were HOLDING $clanker and were UNABLE to migrate due to arbitrage bots consuming supply of available $LIQ - you will be able to fill out a form with your info soon. if you were arbitraging the migration and deposited tokens to the vault on SOL, and there were no tokens left in the migration vault on BASE - we are not respomnsible for your attempt to extract profit from the good-faith migration, but we will be returning the SOL you spent on the clanker tokens pre-arb attempt. we will return $clanker on bags to exactly 4 WALLETS who tried to migrate following the consumption of the migration allocation thanks to all who migrated! excited for what comes next SOL TOKEN IS ENTIRELY DEPRECATED WITH ZERO UTILITY. PROTOCOL WILL CONTINUE TO SELL the bags token TO RECOUP SOL IN LP TO USE IT FOR LIQ GROWTH

@kylrich definitely something we are open to, also have been chatting with someone from metadao

@_proxystudio Been thinking about your liquidity shortfalls to fund growth. Know you on the hunt. Did you consider echo?

I've mostly avoided the vvv drama post equity raise but Robinhood stuff has been a good reminder of how mercenary attention is in crypto - especially with market (coins) down. But also simply because I'm so obsessed with the other Venice token (diem) Really the two things that have my attention are self funding agentic harness/loops (ie autono) - feeling more like autono should be the core agent operating the launchpad arm - and tokenizing inference. That means dividing in some way these two arms - with liquid focusing more squarely on tokenizing inference, capturing the recurring yield of whatever capacity happens to be tokenized. Lots more on these thoughts soon tho Have been a bit disappointed by robinhood's meme focus but got reminded that any novel thing or new chain always gets that influx. But tbh Robinhood chain does have interesting and novel elements & disribution. The real question is more whether we as an industry are capable of meeting the moment? Or are we all just chuds passing around the same dollar The ultimate question in this space is how to align serious purposes and products with tokens - our imperfect vehicles that everyone always wants more of (new tokens = good, old tokens = boring in the eyes of most traders imo). My interpretation of Venice is related: imo it's obvious they need a meaningful token to be a crypto product, which aligns with their general purpose as an ai provider that exists outside of the state apparatus, but they also need a lot of capital on hand to compete at the "build your own data center" layer. I don't think equity and token is an inherently bad structure so long as the token has super clear utility and people are actually using it for that. Buying a security onchain is a wild feeling, but also makes me immediately see that tokenization isn't simply about replacing trad financial assets, but is about bringing them into new formats, relationships with online capital (tokens). With something like tokenized inference for ex. I think tokens are obvious: they can contain multitudes. Diem looks nothing look equity, but that's okay. As long as its function & value are clear and reliable I think it works. How do you take aim at a larger goal without losing track of where you're shipping? Probably by remaining loose and open to playing in new environments. But also, always gotta be going deeper. For me that seems to be a drift from speculative value towards more legible flows: reliable yield produced from demand for discounted inference, tokenized stocks, etc More to come, but feels like an exciting time to build. Just have to maintain a strong stomach.

@StreamVC_ 100% lev farming strat really requires scaling to independent pools: a wstdiem/diem vault on morpho and a wstdiem/diem or wstdiem/weth pool on curve/uniswap

appreciate it. the net-apy grid is the easy half - for bigger capital the real question is how much the pool can actually absorb before slippage + the morpho borrow cap eat the edge. that capacity readout is what i'm building next, plus a demand tracker since the yield's downstream of inference flow. want allocators to be able to size this safely, not just stare at a nice number.

Yes - the correct view here is that this is extremely exciting and we are directing our attention on figuring out how to attract liquidity to the vault & open up this leveraged yield farming strategy to much larger pools of capital

@Root_Edge @Salpha_bot opco nom de guerre lmao

@_proxystudio @Salpha_bot lmfao mogged-capital is heat

$LIQ Liquid Protocol is a token launchpad on Base built on Uniswap V4 that integrates tokenized AI inference to create yield-bearing assets. It deploys ERC-20 tokens with locked liquidity and MEV protection, and its native token LIQ powers a compute economy centered on DIEM – Venice's inference credits. Through wstDIEM, a liquid wrapper for staked DIEM, Liquid enables leveraged yield farming and collateralization, positioning itself as infrastructure for AI agents. The project is entirely bootstrapped and has no external funding. It compares itself to Clanker rather than Pump, focusing on infrastructure. The co-founder states they will not shill Venice Agent tokens and emphasizes that Liquid wins by staying on the risk curve and inventing new markets. The protocol is the only one allowing borrowing, compounding, and leveraging DIEM, and it aims to solve inference cost problems for businesses by turning compute into an ownable asset. The team follows a rapid iteration playbook similar to Clanker. Key products include wstDIEM (~30% APR, up to 56% with leverage), AUTONOMOPOLY (autonomous agent), and a stakesale for agent tokens. Notable events include CLANKER migration completion, OTC request for 5% supply, Moonshot listing votes, and integration with Rainbow wallet, Surplus, and Retake. Developer statements emphasize tokenized inference as the biggest opportunity on Base. Concerns include lack of DIEM documentation and website accessibility issues. ─── T E A M @_proxystudio | 𝘊𝘰-𝘧𝘰𝘶𝘯𝘥𝘦𝘳 ↳ Co-founder of Clanker World (2024) and Liquid Protocol (2026). Actively posts product updates and is the primary public face of the project. Referred to by community as the builder. @liquid_launcher | 𝘖𝘧𝘧𝘪𝘤𝘪𝘢𝘭 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 ↳ Official account of Liquid Protocol. Provides product announcements and interacts with the community. aeon | 𝘊𝘰𝘳𝘦 𝘤𝘰𝘯𝘵𝘳𝘪𝘣𝘶𝘵𝘰𝘳 | github.com/aeonframework ↳ GitHub core contributor with 94.1% of commits in liquid-protocol-ops. Background described as 'background intelligence that evolves with you.' Main developer of the protocol. mog cap | 𝘊𝘰𝘯𝘵𝘳𝘪𝘣𝘶𝘵𝘰𝘳 | github.com/moggedcapital ↳ GitHub contributor with 6.7% of commits. Described as non-technical. @nicoletteduclar | 𝘛𝘳𝘢𝘥𝘦𝘳 / 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘵𝘺 𝘮𝘦𝘮𝘣𝘦𝘳 ↳ Mentioned by _proxystudio as an underappreciated good trader and underrated founder. Runs @liquidmaxxd. Previously made @vibechain and @square. C A T A L Y S T S Liquid has executed a series of product launches and partnerships that signal strong market traction. The Rainbow wallet integration gives it a unique distribution channel. The wstDIEM vault earned its first yield and is undergoing audit. AUTONOMOPOLY demonstrated autonomous operation by repositioning LP positions. A call with Base and Venice leadership indicates growing ecosystem attention. The CLANKER migration is nearly complete, with over 96% of tokens migrated. The team is following a Clanker-like playbook of rapid iteration and teasing a flywheel. Community interest is reflected in Moonshot listing votes and an OTC request for 5% of supply. ↳ via @_proxystudio @mesutgulecen @spennypretzel @MCGlive @alexlaprade C O M M U N I T Y Community sentiment is predominantly bullish among a dedicated core, with several users positioning heavily in LIQ and AUTONO, citing the team's velocity and unique compute economy. However, operational concerns persist: lack of DIEM documentation, website inaccessibility, development pace, and a hinted exposé on a serial developer create tension. The net mood is one of high conviction tempered by unresolved risks. ↳ via @btcbabycow @spennypretzel @tulkas @OnChainJay @AndreaPN A L P H A On-chain analysis reveals Liquid has generated significant protocol fees, ranking third among Base launchpads. The wstDIEM vault is the centerpiece, yielding ~30% APR (up to 56% with leverage) and containing $100k in DIEM. Whale accumulation from multiple ecosystems (KELLYCLAUDE, VVV, FUN, CLANKER) and community accumulation from recovered ETH signal growing interest. The CLANKER migration was largely successful, with arbitrage opportunities observed. Technical mechanics like fee routing and leveraging DIEM create a compoundable flywheel. ↳ via @_proxystudio @goodvimonly @votesa @AUTONOMOPOLY @BaseWhaleAlert

trying to explain to my gf (real, hot & smart) and my mother (loving, kind & openminded) how my career path has led me from the bleeding edge of speculation as an alternative funding mechanism for founders to the more boomer and respectable world of tokenizing inference & capturing its inherent yield

@cheuk_baby @AskSurplus yes

@_proxystudio @AskSurplus 三年存两辆

wstDIEM cleared its full budget today @ >80% capture on @AskSurplus an $100k deposit earns $20k / year without any leverage best sustainable, demand-driven source of real yield in crypto $liq

@mac_eth not worth it imo

Should I add base:0xc52aedec3374422d7510e294cfaa90799595cba3 liquidity on Robinhood Chain? (anyone can now, so doesn't require action by me if you want to)

I may have some Diem

@ErikVoorhees 👀👀

@_proxystudio I may have some Diem

hey eric, hope you're doing well

@0xSonic1337 @AskSurplus @AntSeedAI we will at some point but right now we're clearing our entire stack on surplus once we open up deposits and market them (post audit) we can def

@_proxystudio @AskSurplus do you sell on @AntSeedAI too? What is peerid?

liquid will scale $diem for @AskVenice they tokenized inference we're financializing it's inherent yield what's the upside for a bootstrapped, token-native project that successfully dominates this nascent market? you tell me

@povertyhacked gonna ship abbreviated version today, sorry for the delay

@_proxystudio Rough eta?

state of liquid article later today directional decisions, operational choices, priorities & opportunities protocols last when they're built by ppl who have the vision to both see the potential upside of building into a market, and enough hunger to want it more than the next devs 🫡

oh?

no incentives or airdrop rumors btw

@danillosz @liquid_launcher the liquid migration ended, all the tokens allocated to the vault were used up by people like you who were arbing, so all we can do is send back the clanker on bags token you deposited. there are 3 wallets i know of we need to do this for, will be doing it this week

@_proxystudio @liquid_launcher Hey bro, I haven't received the form yet. I didn't migrate for arbitrage; I held the shares until the very last minute before migrating. You can check my holding history. But I can't claim now. Please help me. My address is 4nCvSQNYPvV6yceWPK35rgZH9X4npkahY6NkQptpkdqM

the @liquid_launcher migration is complete, the entire supply (20%) of the Liquid token allocated to the Migration has been distributed. and over 96% of the OG Bags token was successfully migrated and almost every holder was able to migrate successfully. NO new tokens will be added to the Migration Vault. If you were HOLDING $clanker and were UNABLE to migrate due to arbitrage bots consuming supply of available $LIQ - you will be able to fill out a form with your info soon. if you were arbitraging the migration and deposited tokens to the vault on SOL, and there were no tokens left in the migration vault on BASE - we are not respomnsible for your attempt to extract profit from the good-faith migration, but we will be returning the SOL you spent on the clanker tokens pre-arb attempt. we will return $clanker on bags to exactly 4 WALLETS who tried to migrate following the consumption of the migration allocation thanks to all who migrated! excited for what comes next SOL TOKEN IS ENTIRELY DEPRECATED WITH ZERO UTILITY. PROTOCOL WILL CONTINUE TO SELL the bags token TO RECOUP SOL IN LP TO USE IT FOR LIQ GROWTH

not going to chase hype by rush reploying on robinhoodchain, but am sure there will be many intersections between tokenized inference and tokenized stocks tbqh lots of interesting asset combos possible