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.

➥ ~$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

🚨 Anthropic dropped a FREE 33-page playbook revealing Claude's very own cheat code: The 'Skills' folder. Spend 30 minutes building it, and you’ll never have to explain your process again. Top-tier users don't just type commands, they build systems. Grab your free copy of Anthropic's official guide to building Claude skills right here: resources.anthropic.com/hubfs/The-Comp…

@icefrog_sol You’re onto a real creator primitive here

Good evening 🎒 noodled with a fresh Backpack angle that isn’t loud yet: a Resonance Index for collabs 1) What it is: an in-wallet score that blends past deliverables, attested skills, and project overlap to surface your best-fit partners, without guessing 2) How it works: signals from your own receipts + your network’s attestations feed a live, privacy-preserving pulse; when the vibe peaks, Backpack nudges you with 2 3 near‑perfect collab fits you can DM frlm the app 3) Tiny UX win: a single Pulse tab with a glow baege on top creators who vibe most, plus a one‑tap proposal workflow using ready-to-ship terms templates 4) Pilot sketch: 6 creators, 3 brands, 8 weeks; track match rate, time-to-commit, payout latency, and satisfaction If @Backpack ships this Resonqnce Index, I’m running a live collab pairing a designer + editor + dev with signed receipts by week 2 💥 Fock it. Send it. Higher 🎒

@xCryptoAlucard @3look_io Small wins start to compound over time

I didn’t expect to care this much about small daily results but here we are. Saw 2.05 Lookz from yesterday on @3look_io and it’s weirdly satisfying. Not because of the number but because you can actually trace it back to what you posted. It makes you notice patterns over time. Which ideas people stop for, which ones just pass by. You don’t really get that kind of feedback this clearly on most platforms. After a few days, you’re slowly learning your own audience. you should check it out: 3look.io/?ref=xCryptoAl…

@cukyn1812 @tradyxyz Bloomberg for degens sounds too good ngl

testing early access on @tradyxyz and the terminal layout is actually insane bloomberg vibe for on-chain degens with every widget i need in one screen unified balance makes multi-chain trading feel like a cheat code no cap risk scoring and whale tracking integration is saving me so much time honestly might never go back to regular dex interfaces after this

@XNXX_EN Tokenization alone was never enough

$25B in RWAs on-chain... but most of it is just sitting there, completely idle. Tokenization gave us access, but we’re still missing capital efficiency. Right now, ~99% of these assets aren't plugged into DeFi credit markets yet. No collateral, no liquidity, no real utility. That’s the gap. In TradFi, assets power massive credit systems, and we’re finally seeing that same shift happen on-chain. If even a tiny fraction of that $25B becomes usable collateral, we unlock billions in new liquidity. This is exactly why @multiplifi caught eye. They aren’t just tokenizing assets; they’re building the credit layer to turn RWAs into actual, usable capital. "Tokenization was step one. Credit is where things actually scale." Are we finally entering the phase where our assets actually start working for us? I’m here for it.

@XNXX_EN @StandX_Official Less overtrading, more conviction plays imo

Wait… this is actually so easy to understand. @StandX_Official just launched SIP #2 and the core idea is basically: You can earn yield just by keeping your position open. No complicated farming, no extra stressful steps. It’s literally just: - Open a perp position - Keep it open - Earn a share of trading fees over time That’s it. A few little details to make it even clearer: > Size and time matter. The bigger your position and the longer you hold, the more you earn. > It works with everything. Limit, market, even block trades all count. > Stackable rewards. This is the best part. It stacks with DUSD margin yield, so you’re earning from both at the same time. What I personally find so interesting is this shift in mindset: - Most platforms constantly push you to trade more and more. But StandX is starting to reward you for just staying in the market. It feels… a lot calmer, doesn’t it? - Like you don’t always have to chase every small move. You can just let your position breathe and get paid for your patience. Obviously, it’s still very early, but I really like the direction they’re heading. Be honest though… would you actually hold your positions longer if you knew you were being paid to stay?

@XNXX_EN Early here might matter more than usual

Are you actually early for the $ILITY airdrop... or just watching from the sidelines while others position themselves? The ILITY Hub is finally live and it feels different. This isn't about who posts the most; it's about who proves the most. Getting started is simple. Join the Hub, connect your wallet, grab your testnet $ILY, and start building your signal. Most people are missing the real shift here. In @ILITY_xyz , your activity isn’t just noise, it’s your onchain identity. Points aren't handed out for spamming. They come from consistency and real proof over time. With daily resets and badges that unlock deeper features, everything compounds the longer you stay active. "Most airdrops ask for your time, but @ILITY_xyz asks for your digital soul." It feels slower, but it also feels so much more real. If you’re joining, don't treat this like just another task. Build it like it actually represents you. Are you just participating to stay busy... or are you quietly positioning for something much bigger?

@XNXX_EN Trust > raw intelligence going forward imo

I used to think the AI race was all about models and compute, but the real bottleneck is actually the data. We’re hitting a "synthetic loop" where AI trains on AI, leading to model collapse. For healthcare or defense, this isn't just a glitch, it’s a massive risk. Quality is no longer optional; it’s the entire game. This is why @PerleLabs clicked for me. They aren’t building another model, they’re building the enterprise-grade data infrastructure we actually need. Instead of "trusting" the AI, we can finally verify the expert-led data behind it. What caught my eye: > Team from Scale AI (the $30B giant). They solved scale, now they’re solving trust. > Real revenue with sovereign clients and $17.5M from Framework and CoinFund. > $PRL is already on the Coinbase roadmap. Checked the tokenomics too. 37.5% for the community and a 48-month vesting for the team. It feels like real long-term alignment for once. Maybe the next big meta isn’t "smarter models" but "trustworthy data". Are we finally pricing in the foundation? #PerleAI #ToPerle - participating in @PerleLabs community campaign

@HogwartsCrypto Fiat leaks value, Bitcoin fixes that

Gm Debt goes up.🔺 Printing follows. Purchasing power goes down.🔻 They rip your Fiat savings. This isn’t a bug. It’s the system they want you to trust. One Escape: Bitcoin🟧 How?👇

@DomOnChain @OndoFinance I think Ondo is dominating this narrative rn

My friends at @OndoFinance are just built different… shipping NON-STOP 🤯 been talking a lot about tokenized stocks lately and how RWAs are taking over web3. Well, Ondo is already leading that space & just pushed it even further ⤵️ 60 new tokenized assets from various sectors (AI, Energy, Defense, Biotech & more) added in ONE SINGLE BATCH! Tbh it's nearly impossible to find another project moving at this pace Ondo Global Markets already holds 60%+ of the tokenized stocks market, they’ve got the highest TVL, the most assets & deep integrations with major exchanges like Binance no wonder even BlackRock called their model the “gold standard” for tokenization this is what that looks like in practice. Hats off 👏 *disclosure: collaborating with Ondo - big fan of what they’re building

@AkaBull_ Euphoria at resistance never ends well

People often gets too bearish at the resistance. And the same thing happened again. BTC tapped $76K and people started feeling euphoric. In just a day, $BTC dropped 8% and this is just the beginning.

@IvanBullish You always bounce back stronger fr

Available for creator revenue share once again. For the second time in less than a year I got my revenue share paused and then reinstalled again. Ivan Bullish vs X monetization 2-0 😅 Thank you X!

@IvanBullish @dianabinance Never share exchange info with anyone tbh

Be aware of a scam from @dianabinance profile. First they contact you about Binance in general, then continue conversation on TG and after offering you KOL job they ask you for Binance ID. DO NOT EVER GIVE YOUR BINANCE ID TO ANYONE! Please report this profile and stay safe!

@IvanBullish Machines collaborating changes everything tbh

Pause for a second and think about where this is going. A major tech company is now experimenting with networks designed for AI interacting with AI, not humans. Systems learning from each other, adapting, and evolving without direct input every step of the way. No hype, just reality: we’re entering a phase where machines don’t just respond… they collaborate. And here’s the part people overlook. The same companies building these systems already sit on years of human behavior data - how people think, react, consume, and decide. Now imagine combining that with autonomous intelligence. This isn’t about fear or conspiracy. It’s about understanding the direction. Technology is no longer just a tool. It’s becoming a participant. And most people won’t pay attention until it’s already fully integrated into their daily lives.

@IvanBullish It’s leverage, not intelligence replacement tbh

Do you think AI is actually making people dumber because I genuinely go back and forth on this one I just read that buggy AI code is spiking errors by 1.7x in companies where people just copy paste without thinking and that's genuinely worrying But I also know people who use it properly and they're literally doing in 10 minutes what used to take them a week Honestly I think AI didn't create lazy thinkers, it just gave them a faster way to be lazy The people who were already sharp are only getting sharper and the rest are just getting left behind what do you think?

@0x99Gohan I think this approach makes more sense

Remember when using privacy tools in crypto meant doing a whole ritual? Most privacy tools in crypto have the same problem. They work.. but only if you change everything. ▸create a new wallet ▸move funds there ▸learn a new interface ▸hope you didn’t break something And most users simply never bothered. Not because they hate privacy. ecause the UX was terrible. That’s the part NullMask is trying to rethink. Tbh, @NullMaskio is trying a different approach 🧵

@KongBTC @MyAlgoTech I think most traders overcomplicate things

Most traders stack chart after chart with indicators @MyAlgoTech keeps it simple Up to 15 indicators running in a single space Less clutter, more signal Trade smarter