Fabius DeFi

💎 @KaitoAI is taking over – #InfoFi effect is undeniable! You might still be looking for an #AltSeason starting in this cycle, but for me, the alt season you’ve been waiting for won’t happen because it is already here, just in another form: #InfoFi! I think the InfoFi meta is the closest type of what an altcoin season will be. Every participant in InfoFi is benefiting significantly from both the user and project sides. – Users earn huge amounts of money from project #airdrops after helping to increase mindshare. – Projects gain viral community engagement in both pre-launch and post-launch phases. @KaitoAI is the first mover and leading the way. If you compare it to old-school crypto marketing, this is a new model – and it's working perfectly well. Let’s look at some real cases 👇 📚 Infinex (@infinex) – Before partnering w @KaitoAI (mid-May): ~10K followers – Now (June 2025): >83K followers – Growth: +1,560% ▪️Captured major CT attention after hitting Kaito Trending and has held top 1 mindshare multiple weeks. ▪️On-chain interest spiked after key reveals on governance, trading flow, and ve-tokenomics. ▪️Campaigns like Yaprun with Kaito actively incentivize user engagement and ecosystem growth. 📚 Magic Newton (@newton_xyz) – Exploded in traction after the Kaito partnership, currently at ~690K followers – Consistently ranked on the Mindshare Board since the Kaito spotlight (late May) – Impressive activation metrics for the “Verified Agent” campaign → Over 1/3 of campaign traffic came directly from Kaito, and that’s not counting referral traction from Kaito Maxis 👀 Additionally, we’re already seeing major players getting in early on this trend, launching social campaigns on Kaito, including: @Polkadot, @arbitrum, @SeiNetwork, @dYdX, @injective, @Mantle_Official, and @virtuals_io. → Can’t deny it: @KaitoAI is the go-to partner right now 🤝 ✨ For users, by sharing valuable insights on X, #Yappers on Kaito will be rewarded based on their scores and ranks on Kaito leaderboards. 👇 – Top Yappers on @infinex will earn a share of 1b µPatrons (~$6M) in rewards across 3 seasons. – @campnetworkxyz rewards 0.25% of $CAMP to top 50 Yappers + $40K/month until TGE – @Lombard_Finance allocates $1M+ in Yapper rewards through Dec 2025 – @OpenledgerHQ will distribute 2M $OPN to top 200 Yappers + $50K USDT/month to top 50 – @miranetwork just announced 0.5% of total supply to Kaito + Mira Yappers over 2 seasons (Trust me, Mira is one of the most underrated AI layers. I’ll break it down soon.) As for me, since I joined Kaito, I have received: 🔹$3K from the $PROMPT – @AIWayfinder airdrop, 🔹$1K from $BOOP – @boopdotfun, 🔹$2.5K from $LOUD – @stayloudio 🔹$1.3K from $HOME – @defiapp 🔹$300+ from $HUMA – @humafinance and some other small amounts from being top monthly yappers 🔹Huge profits from Virgen points to join @virtuals_io Genesis launch. (not mentioning some other deals with @YapdotMarket) But what excites me the most is the opportunity to connect with other CTs and dive deeper into projects together through discussion and shared exploration 🧠 As of 12/06, over 60 projects are running live Kaito campaigns, offering leaderboard-based airdrops and mindshare bounties. And it’s just getting started... Projects like @cookiedotfun, @ethos_network, and @wallchain_xyz are also being built with #InfoFi at their core – and they’re definitely worth keeping an eye on. #InfoFi is the biggest development in this cycle, and if you miss the InfoFi meta, I'm afraid you might miss out on the entire bull season.

xStocksFi and Hyperliquid are building the foundation layer for future finance❓ Actually, this idea comes from multiple analyses comparing 3 major players in the RWA + onchain trading space: – @OndoFinance – @xStocksFi via Backed Finance, now under Kraken – @HyperliquidX Some have even called this the “Three Kingdoms Battle” a race to define the core infrastructure that brings #TradFi onchain. I think the framing is right: 🔹What is xStocksFi? xStocks is a tokenized equities & ETF platform – turning real-world assets like NVDA, TSLA, AAPL, SPY, QQQ into onchain tokens, primarily on Solana, Ethereum, TON, and soon BNB/Mantle. Key strengths: – Backed 1:1 by real equities – Self-custody enabled – Multi-chain accessibility – Fully DeFi composable – usable on @Jupiter, @Raydium, @Kamino, etc. What's happened recently matters more than the product itself: – Acquired by Kraken – Partnering with Nasdaq to build a tokenized equity gateway targeting ~2028 – ~$25B cumulative volume – 75+ tokenized assets They also just launched xPoints: → Earn via holding, LP, lending/borrowing → Potential future token / retroactive rewards Early participation still makes sense here. 🔹What is Hyperliquid? Hyperliquid, as you know, is a L1 built specifically for onchain perpetual trading. – Fully onchain orderbook – <1 second latency – 100k+ orders/sec throughput HIP-3 (launched Oct 2025) is the key unlock: → Permissionless creation of perps for any asset → Including stocks, commodities, indices – S&P 500 perps, no gatekeeping required The vision: "a blockchain that houses all finance" – trading, yield farming, lending, RWA – all within one ecosystem. 🔹Why they could be the foundation of future finance? 1/ Tokenization is inevitable The US equity market alone is worth $40–50T, yet access remains structurally limited globally. xStocksFi + Hyperliquid unlock: – 24/7 trading – Global access – DeFi integration – Leverage & hedging I see a structural shift, not just a feature update here. 2/ They don't compete but stack together This is the part most people miss. Each player fills a different layer: Ondo Finance → Institutional, compliant capital, BlackRock-style products xStocksFi → Retail access layer – easy, self-custody, multi-chain Hyperliquid → Permissionless trading + leverage layer → Together, I think they're forming a full-stack financial system onchain. 3/ New strategies emerge Users are already combining both ecosystems in ways TradFi can't replicate: – Hold xStocks (spot exposure) – Short via Hyperliquid perps (HIP-3) → farm points + generate yield + hedge risk simultaneously Spot RWA + leveraged hedge + DeFi yield, all at once. This is something impossible in traditional finance at this level of accessibility. 🔹 My conclusion xStocksFi and Hyperliquid, alongside OndoFinance are laying the groundwork – not by replacing each other, but by stacking: Institutional → Retail → Speculative layers. If regulation becomes clearer, we could see full convergence: → Hold stocks → Trade with leverage → Lend/earn yield → Participate in prediction markets All onchain, that's a new financial system being built in real time 💎

@Kaffchad kaff nailed it

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 👇🏻

@Kaffchad looking to hear your thoughts after testing NemoClaw.

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.

@Cryptohitmaniac @River4fun @Shuarix pts for posting like others bro

@FabiusDefi @River4fun @Shuarix you get points for posting or together with other mechanics?

There will be @River4fun season 5 ✅ Good news to start the day. I'm still grinding toward 100k pts (probably won't make it but we keep going kek). Congrats to top 1 szn 4 aka @Shuarix – genuinely one of the most bullish $RIVER guys I know, well deserved. I've been a bit busy today testing sth interesting with Claude, @Crypto_Luang was bullish for a reason 👀 So the giveaway result dropping tomorrow.

@0xElowen @RiverdotInc @River4fun the algo will find you I believe

Moooorning fam🫶 Eid Mubarak to everyone celebrating wishing you all joy, peace, and blessings today I still can't see my @RiverdotInc and @River4fun points showing up and honestly I'm not sure what's going on 😅 I know I've been putting in the work so I'm really hoping the team gets a chance to look into this soon 🙏 Appreciate you guys either way bullish on River go to da moon #RIVER #RIVERpts

@thelearningpill gud read bro

@Shuarix @River4fun legend!

@FabiusDefi @River4fun appreciate it bro 🫡 let's keep the work going we gonna help $RIVER reach its best

@Tanaka_L2 tell me what's next after SN3, just a ticker bro

If you missed a good entry on $TAO, the opportunity is still there in the subnets. So instead of chasing $TAO at higher levels, you can still find alpha in subnets. Here are some criteria I use to filter: – Subnets with real revenue. – Products that users actually care about or solve real problems. – Active communities, not ghost activity. – Teams that are still building and committed long-term. After filtering with these criteria, here are some subnets I’m watching: @chutes_ai – SN64 – ~$124.02M @tplr_ai – SN3 – ~$112.23M @TargonCompute – SN4 – ~$84.64M @TeamRizzoAI – SN20 – ~$61.73M @lium_io – SN51 – ~$48.74M @VantaSN8 – SN8 – ~$45.25M Redgates AI – SN2 – ~$45.13M Hippius by @coinmetrics – SN55 – ~$41.78M @webuildscore – SN44 – ~$40.58M iota by @MacrocosmosAI – SN9 – ~$34.84M @gradients_ai – SN56 – ~$28.53M → NFA, just a watchlist for deeper research when the AI narrative rotates back, capital won’t just flow into $TAO, it will start moving aggressively into subnets with real traction.

@Leon_Defi bro you cook there? 👀

Sign Protocol is positioning itself as key Digital Sovereign Infrastructure for Middle East economic growth. Saudi Arabia’s Vision 2030, UAE, and Qatar are aggressively advancing RWA tokenization, national digital identity, and sovereign DeFi. To successfully shift from oil economies to sovereign digital economies, they need a robust omni-chain attestation layer backed by zero-knowledge proofs → @Sign is exactly that. I just joined Sign’s CreatorPad campaign on Binance and am grinding the leaderboard. binance.com/en/square/crea… #SignDigitalSovereignInfra $SIGN

@Nick_Researcher @nvidia Send $TAO higher!

➥ 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

@ZackD0x You got an allo?

I think what Perle Labs is trying to build is a bit deeper than just another data labeling system. Most pipelines today optimize for scale not for quality. Perle flips that by tying everything back to reputation. → better contributors get more complex tasks → better tasks produce higher quality data → higher quality data improves the system itself It becomes a compounding loop, not a one time output. What stands out is the idea of reputation weighted allocation. Not all data is equal and not all contributors should be treated the same. If the scoring actually works this could solve one of the biggest problems in AI today which is noisy, low quality data at scale. I see this less as a tool and more as an attempt to build a long term data layer where trust is earned onchain and directly impacts how value flows back to contributors ___ participating in @PerleLabs community campaign #PerleAI #ToPerle

@Eliteonchain @Aster_DEX there's gonna be a USD1 szn, mark my words

This is how a stablecoin builds distribution at the trading layer. USD1 on @Aster_DEX now has: > spot + perps live > margin + collateral support > taker fees at 0.5bp vs 4bp (USDT) > up to 2.5M $WLFI/month in incentives That stack creates a simple loop: > lower fees → more volume > more volume → deeper liquidity > deeper liquidity → tighter spreads > tighter spreads → more volume Add incentives on top, and the loop accelerates. At that point, USD1 isn’t just sitting in wallets. It’s being used, traded, and looped inside the market. That’s how stablecoins move from passive supply to active trading infrastructure.

@XNXX_EN wonderful, are you there atm?

GM CT. Happy Friday! Have a great day! Recharge your energy to prepare for a relaxing weekend.

@evans1vn NFT needs sth like free fees when the fee paid for owners is already counted

Per day NFT volume on ETH has dropped from around 6 million in November to about 700k as of March . and you can see the chart its keep getting declining and showing a downtrend. More than 50% of this volume is generated at OpenSea which is approx 431K.

@Pudgy_Clown @River4fun @Shuarix I saw the long term value and started sharing about $RIVER since May 2025 you can check out my TL

@FabiusDefi @River4fun @Shuarix These campaigns build hype fast, but sustainability matters. Do you see long-term value in $RIVER?

@Whitelist1Media @River4fun @Shuarix Writing more articles next week bro

@FabiusDefi @River4fun @Shuarix interesting to know what are u building with Claude lol

@logic_web3 @River4fun @Shuarix there will be as I said

@FabiusDefi @River4fun @Shuarix Hopefully there will be season 5 bro

@logic_web3 @River4fun @Shuarix the one last week x.com/FabiusDefi/sta…

@FabiusDefi @River4fun @Shuarix Which giveaway bro 😎?

➥ ~$700M in tokenized equities vs $8.7B in Treasuries made me realize the market is clearly screaming insights At first, I thought this was just a timing issue, maybe equities come later after bonds But after digging deeper into how stock tokenization actually works today, I don’t think it’s that simple Here’s how I frame it: ☒ The data tells a very clear story – Stablecoins: ~$300B +~50% YoY – RWA total: ~$35B +133% YoY – Tokenized Treasuries: ~$8.7B – Tokenized stocks: only ~$700M This huge gap RWA total vs tokenized stocks reflects what the market actually trusts ☒ Not all tokenized stocks are the same There are 4 completely different models: ➊ 1:1 backed via SPV - real stocks held off-chain, you only get profit exposure which you can’t control - so it’s just a clean backing, but limited rights → redemption + issuance is slow ➋ 1:1 backed via Transfer Agent - ownership recorded onchain under regulated entity, includes voting + full rights - this is closest to real tokenized equity but locked behind heavy compliance, so it’s not for everyone iykyk On the real asset-backed side, I see players like - @BackedFi, @RobinhoodApp, @OndoFinance, @JarsyInc, and Swarm using SPV structures - then market have another branch with Securitize, @SuperstateInc, and @DinariGlobal acting more like transfer agents ➌ Synthetic spot is basically dead imo - crypto collateral tracking stock price, what it means is they have no rights & market already rejected this model - protocols like @mirror_protocol & the old @synthetix model tried to replicate stock exposure using crypto collateral ➍ Synthetic perps - trade stock price like futures makes it’s fast, liquid, easy access - but you have zero ownership, zero legality in strict jurisdictions - synthetic perp-style exposure platforms: @OstiumLabs, @Aster_DEX, @ventuals, @aevoxyz, @injective iAssets, @tradexyz These are efficient, liquid, and easy to use, but if I’m being honest, they’re not really tokenized stocks ☒ Why bonds won but stocks didn’t, think it comes down to 3 things: ➊ Simplicity of rights - Bonds = yield while Stocks = voting, dividends, governance - so it’s much harder to tokenize cleanly, only few centralized institutions are doing this ➋ Regulatory pressure - Stocks sit directly under securities law, that means no room for creative structures - this is the cause why innovation gets slowed down heavily ➌ User intent - ppl buy bonds for yield and they buy stocks for upside + speculation - DeFi already offers better tools for speculation, so tokenized stocks inherit this as a feature ☒ The market is quietly choosing the winner - BlackRock | $BUIDL - Ondo | $OUSG - Franklin | $BENJI - @CantonNetwork | $CC - @Figure | $FGRD Tokenized stocks will stay a niche, while the rest of RWA keeps compounding Honestly, that’s fine because I think not every trillion-dollar market needs to move onchain at the same speed