My take on @idOS_network after the March 5 TGE announcement
I’m not planning to add or join the CCA
Here’s why:
◆ The Community Sale barely filled even with an extension, demand was already weak
◆ Market is in full blood mode right now
◆ Post TGE, price will likely trade below the clearing price, early sellers will dump whatever they can
◆ idOS feels like a long term infra play, not a quick flip and this market doesn’t reward patience
◆ Even a good outcome would be a 3 figs return at best and that’s not guaranteed
DYOR
But for me, it’s a pass for now
Just joined the @zama community sale at $55M FDV
For OG NFT holders, this feels like one of the last real InfoFi style cooks left
Even at ~$0.075 per token, it’s around $3k per NFT, which is solid already
Honestly, hard to believe Zama lists below $600M-$800M FDV after raising $130M
Looks like whales are just playing games to clear the auction cheaper
Let’s see how it unfolds
InfoFi on X looks like it’s coming to an end
After X banned apps that reward users for posting, the dominoes started falling:
◆ Cookie shut down Snaps and paused all creator campaigns
◆ $KAITO dumped ~40% within minutes
◆ Wallchain NFTs -60%
◆ Xeet has also paused all campaigns
What’s next?
InfoFi either evolves beyond X or dies as a model
Campaign based farming is likely over
Only platforms with real product + distribution will survive
If your business depends on X’s API rules, you don’t control your future
2026 just started and it already feels rough
.@zama is a good example of how the market changed
Strong tech, real mainnet, serious VCs, FHE narrative
But look at Polymarket:
chances for $1B+ FDV are pretty low
That doesn’t mean people don’t believe in Zama
It means crypto is tired
After 2025, everyone saw the same movie:
high FDV launches → early hype → unlock pressure → slow bleed
Zama gives the community a big discount vs VCs, which is good, but it also means many will take profits early
That’s just reality
My take:
$600-800M FDV feels very realistic
$1B+ is possible, but not “free money” anymore
Less hype, more realism
Tech matters, but market psychology matters more
DYOR. Stay safe
Something interesting is being announced by the @wallchain team today
Feels like it might be a nice bonus for the quack fam
Don’t forget to connect your wallets
.@idOS_network 🤝 Circles
Decentralized identity is a new way to think about money, without banks or governments
Circles is building a network around unique humans
Don’t miss free points:
◆ Points → Quest
◆ Create Circles account
◆ Claim 20 points
gidOS, TGE is almost here
Crypto keeps talking about mass adoption
But let’s be honest, paying with crypto is still a pain most of the time.
That’s why the @useTria x @IOPn_io collab actually caught my attention
Tria Card lets you spend on-chain funds via Visa, without giving up custody
No bridges, no weird flows, it just works
Plus, the IOPn campaign adds some nice extras:
◆ cashback up to 6%
◆ OPN rewards for signups and referrals
◆ more utilities coming on OPN Chain
This is the kind of stuff that slowly turns crypto into something you’d actually use every day
National Rubber Ducky Day is coming, let’s have some fun
Wallchain is running a duck meme challenge
Make a duck meme, post it with #WallchainDuckDay, and tag @wallchain
Prize: 1x Quack Heads NFT
Memes are accepted until Jan 13
Top 5 will go to a community poll, winner announced on Jan 15
Worth a shot, gQuack
AlignerZ is a good example of how tech alone isn’t enough
The campaign launched on @wallchain a couple of months ago with $670k in stablecoin rewards announced in their post
After the IWO, they raised only around $20k
As a result, there’s simply no money to pay Quackers right now
The team is trying to figure out next steps, maybe investments, maybe collabs
We’ll see how that plays out
But honest work should be paid
I personally didn’t write about this project
From the start it felt off, their main account got hacked
Still this is a good lesson for both the Wallchain team and for us
Choose campaigns wisely, not just by looking at big numbers


















