Crypto Class of 2017 | Views are NFA |
Earth
Joined April 2018
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Decentralised Web3, A "MYTH" ❓
I might get some flack for saying this, but IMHO the real reason for this is that founder(s), teams & even investors do not want that to happen. 👀
Let's find out why...
Over the years a lot has been talked about decentralisation in crypto, but in reality in most cases structure remains too centralised for people's liking.
Here are my reasons to believe so 🔻
1️⃣ When you develop a project it has to start as a centralised project. In the beginning it's only the founder(s) & a team. In this environment decentralisation is inefficient & even counterproductive. So, all projects are centralised in the beginning. 👬
2️⃣ Decentralisation is something that happens at a relatively late stage. Typically, in the last stage or stage 3 in the models we use. This means that in real time it happens after the project has raised funds & had some success. Why share success, if you can have it all? 🧌
3️⃣ The users, token holders & community are not a unified group in any way. So, as long as the project talks about diluting control & appears to involve the community in the decision making 👨⚖️, no one will protest or make a fuss & everyone will go along the bandwagon. So, there is no downside for the project to make it seem to be decentralised instead of making it truly decentralised. 🧠
What're your thoughts?
Sortiτion retweeted
Man to Man:
▪︎ Wake up early whether you like it or not. Sleep is a luxury you earn.
▪︎ Cut porn. It's frying your discipline and making you soft.
▪︎ Lift heavy weights 4 to 6 days a week. Track numbers. If they're not going up, you're lying.
▪︎ Eat boring food. Same meals. Protein first. Pleasure later.
▪︎ Stop explaining yourself. Explanations are for people above you.
▪︎ Learn one high-income skill and go all in. No backup plans. Backups make cowards.
▪︎ Kill useless friendships. If they don't push money, discipline or growth, they're dead weight.
▪︎ Get comfortable being alone. Loneliness is training, not a problem.
▪︎ Read contracts, finance, power, psychology. Fiction won't save you.
▪︎ Build an emergency fund. No one rescues grown men.
▪︎ Stop chasing women. Build a life that attracts them accidentally.
▪︎ Control your temper. Emotional men get manipulated.
▪︎ Dress clean and simple. No logos. No noise. Let silence flex.
▪︎ Learn to say no without guilt.
▪︎ Track your time like money. Wasted hours are stolen years.
▪︎ Fix your posture. Weak body language bleeds into weak decisions.
▪︎ Quit alcohol if you can't control it. If it controls you, it owns you.
▪︎ Learn how to fight or learn how to run fast. Ideally both.
▪︎ Pay your debts aggressively. Owing money kills respect.
▪︎ Keep your mouth shut about plans. Execute first.
▪︎ Accept that no one cares about your struggles. Act accordingly.
▪︎ Build something that pays you while you sleep. If not, you're replaceable.
▪︎ Call your parents. One day you won't be able to.
▪︎ Stop waiting for motivation. Operate on schedule.
▪︎ Become physically dangerous but mentally calm.
▪︎ Respect yourself so hard the world has no choice but to adjust.
That's it. No inspiration. Just work.
Sortiτion retweeted
Time for a reminder on the 2x strategy
1⃣ Initial out at 2x
2⃣ 10% goes to moonbag wallet for longterm hodl
3⃣ Take profits on the rest when market is green
4⃣ 30% of the profit goes to FIAT
My strategy has been ridiculed for years
"stay poor mentality" "wont make it strategy"
If you hit that insane longterm mooner then yes, you will make less profit. But in the long run i have found this to protect my portfolio and make crypto life easier mentally.
When you got FIAT in the bank and stables for a shit market then you see opportunities instead of fear.
This is obviously not a strategy for everyone, but it`s an example on how to manage risk and make you think on how to protect yourself when market returns.
It`s better to secure enough money for a comfy life than to gamble it all or nothing for early retirement.
Stay safe out there and avoid the casino trading at times like this.
Sortiτion retweeted
90% of Defi projects don’t have a revenue model!
since the very beginning of DeFi, it’s had a big problem, unstable yield. returns could literally drop from 30% to 3% APY in just a few hours
this issue shows up in projects that rely on unsustainable yield models.
usually they boost yield through:
◆ inflationary token emissions
◆ circular incentive schemes
◆ directional speculation
◆ opaque strategy execution
◆ reliance on TVL growth rather than real revenue
basically, they create a temporary spike in yield, but can’t keep it stable because the model isn’t sustainable, yields drop once the budget runs out
@alturax this is a DeFi project built on the HyperEVM chain, focused first and foremost on creating a sustainable, diversified yield model in the market
they literally make money from real actions in the market, not from token speculation or investment driven games
their model is mainly split into three yield categories
➥ Arbitrage & Funding Capture (≈ 50%)
the yield strategy works off market inefficiencies, while using a fully delta neutral position, profits don’t depend on token price movements
yield sources:
funding rate spreads ➜ spot perpetual price convergence (basis trades) ➜ cross venue arbitrage ➜ perpetual market inefficiencies
➥ Staking & Restaking Yield (≈ 30%)
yield is generated from real product usage, fees
yield sources:
USDe staking ➜ sDAI (MakerDAO savings rate) ➜ restaked LST collateral ➜ protocol level revenue share mechanisms
➥ Structured Liquidity Provision (≈ 20%)
acts as a liquidity provider, monetized through fees and structural spreads.
sources:
Hyperliquid market making environments ➜ GMX style perpetual liquidity pools
Sortiτion retweeted
We get the tokenomics are down
But that's gonna change
pendle processed $58b in fixed yield with $8.75b tvl growing 118% last quarter. token down 64% from september at $287m market cap. that's 3.3% market cap to tvl versus aave at 8% and curve at 6%. protocol hit all-time high revenue in october. 76% of supply locked as vependle for 2 years. polychain dumped $9m forcing liquidation not thesis change. you're buying the infrastructure that lets galaxy digital lock in 17% fixed yields on-chain.
the agent economy narrative is getting crowded
but not all “ai + defi” projects solve the same problem
@Infinit_Labs's position becomes clearer when you compare it to the major players building next gen execution infra 👇
___________________________________________________
1. @ritualnet
ritual is compute infrastructure
it focuses on decentralised inference
model hosting
proof of compute
it doesn’t execute multichain defi strategies
it powers models that others can call
infinit is the layer that actually turns intent into onchain actions
ritual = computation backbone
infinit = execution backbone
they aren’t competitors
they’re complementary layers
____________________________________________________
2. @Morpho Intents
morpho’s intent engine is purpose built for lending markets
it optimises borrowing/lending flows within its own risk framework
execution occurs within a bounded domain
infinit’s scope is wider
swaps
bridges
yield hopping
hedging
multi-chain sequencing
strategy-level DAG construction
morpho intents solve efficient matching
infinit solves crosschain execution
morpho optimizes within a protocol
infinit optimizes across protocols
____________________________________________________
3. @ParticleNtwrk
particle focuses on account abstraction, MPC wallets, seamless onboarding
its advantage is identity + custody + UX
infinit sits above custody
it doesn’t replace wallets
it uses them
its layer is about routing, simulation and execution
particle = user identity + key management
infinit = strategy orchestration + multichain bundle execution
particle improves access
infinit improves action
____________________________________________________
4. @Uniswap's hooks
hooks are programmable liquidity automation modules
they allow developers to plug logic into AMM events
great for LP strategies, rebalancing, dynamic fees
but hooks operate at the AMM level
they don’t route across chains
don’t execute multi step strategies
don’t build DAGs
and can’t coordinate agent signals across markets
hooks = programmable liquidity
infinit = programmable execution
they solve different layers
____________________________________________________
5. where infinit fits uniquely?
infinit is the only system in this set that combines:
— multi agent decomposition
— crosschain DAG execution
— simulation + sequence rejection
— 7702 permissioned bundles
— integration with google cloud’s A2A direction
— monad level low latency routing
— virtual protocol agent payment primitives
— prompt to defi graph compiler
— ecosystem expansion across solana, sonic, blast, bnb, berachain etc.
others handle:
compute (ritual)
liquidity (uniswap)
lending (morpho)
wallet layer (particle)
infinit handles timing + routing + execution, the part most other projects assume away
____________________________________________________
✍️THE suMMary
the ecosystem isn’t converging
it’s differentiating
each project solves one layer
infinit is the one solving the layer most users don’t talk about
but every trader feels
execution
and in a multichain environment where opportunities vanish in seconds
execution isn't a feature
it’s the infrastructure that decides who wins
Sortiτion retweeted
INFINIT's Prompt-to-DeFi is transforming DeFi knowledge into executable strategies that earn fees for Strategy Creators.
Anyone can become a Strategy Creator - market analysts, researchers, DeFi KOLs, DeFi users.
For DeFi KOLs, this unlocks a new revenue stream beyond sponsorships. Expertise now scales to serve thousands of users while generating passive income for Strategy Creators on autopilot.
Here's how Prompt-to-DeFi works:
• Strategy Creators describe their strategy idea in natural language
• INFINIT's AI Agents coordinate to transform the prompt into executable code
• The system validates strategy components through internal testing
• Users execute the strategy while maintaining complete asset custody
• Strategy Creators earn execution fees each time users run their strategy
Anyone with insights can win. Knowledge becomes the infrastructure that serves millions.
defi keeps adding chains and liquidity but the execution layer hasn’t evolved at the same pace
the real bottleneck isn’t capital or strategies; it’s that execution still depends on static user driven flows
@Infinit_Labs architecture breaks that by shifting execution from user time to agent time
the difference is architectural not cosmetic
at the core of infinit is a multi-agent queue
each agent specializes in a surface
volatility
liquidity depth
routing
timing windows
yield incentives
market structure shifts
instead of one monolithic “ai model,” the system uses a decomposed swarm
each agent emits signals and constraints
the system’s compiler then turns intent → execution graph
the graph is not a linear pipeline
it’s a DAG
nodes represent actions (swap, bridge, supply, borrow, hedge)
edges represent dependency ordering and timing constraints
this is important
because execution is no longer “step1 then step2 then step3”
it’s “what sequence minimizes slippage given current flows, blockspace, and latency surfaces”
the simulation layer is where the system actually earns its edge
before a bundle fires, infinit simulates multiple candidate paths
checking liquidity drift
bridge congestion
changing gas environments
chain specific latency
MEV surfaces
and agent feedback
bad graphs are rejected
suboptimal graphs are reweighted
optimal graph is promoted to the executor
execution uses a 7702-style permission layer
user signs a meta-intent
agent swarm produces the actual calldata
bundle executes atomically without handing over custody
the relayer performs gas-sponsored routing
but can only execute the signed graph
it can’t modify steps, add new ones, or access funds
this is why @monad integration matters
monad’s low latency parallel VM shifts simulation accuracy dramatically
because the state assumed during simulation is closer to the state during execution
less state drift = fewer failed sequences
fewer failed sequences = lower execution risk
lower execution risk = better realized pnl on complex strategies
when paired with eigencloud
agents can push parts of computation (scoring functions, risk checks) offchain
produce proofs
and anchor them back to the chain
this gives agents verifiable execution preparation
not just heuristics
in other words infinit isn’t an “ai defi app”
it’s a distributed execution engine with:
— agent queues
— graph compilers
— multi-chain simulators
— permissioned bundle execution
— latency aware routing
— and soon, verifiable offchain computation
defi today is still user driven execution
infinit is architecting system driven execution
and in a multi-chain world
systems will outperform individuals by design
Sortiτion retweeted
The best advice you won't read on a Sunday:
Some thoughts on the market and how to make money from it/navigate it. (long Sunday reading)
The market has changed a lot over the last 2 years, it's matured over time and found more institutional bid and adoption.
1) As a retail small fish, you're probably not going to make life changing amounts of money in Bitcoin. I just don't think there's really that much aggressive upside to be had. It's too big as an asset now. I bought BTC @ 6k, I could've realised that as a 20x from 2018.
A 20x from here? $1.8M - that's going to take much longer than 8 years IMO.
I think it would be more appropriate to view Bitcoin for retail as a store of value with constant bid. The downside of this is you can't just buy 'the safest' asset in crypto i.e. rank number 1 and make life changing retail returns with 4 figures.
The upside of this is when I was in the markets back in the day, holding Bitcoin was torture. March 2020? 40% drop in a day. Imagine Bitcoin dropping to $54k in ONE day. It was so hard to stay exposed to crypto without painful volatility.
So the good news is (tempting fate here a little) it's very unlikely Bitcoin would drop that much in a day - maybe 1 week - but that gives you lots of time to adjust and rethink your strategy.
2) Because of point number 1, it's harder to make $ from crypto, you've got to extend down the risk curve. This means altcoins, or more recently, memecoins. Memecoins were this cycles altcoins - the memecoin mania was the alt season IMO.
The problem with memes is they definitionally weren't worth believing in or holding, so they completed their infamous rollercoaster pattern much more quickly.
The proliferation of memes + the inability to create huge wealth with Bitcoin has created short terminism mindsets within retail + young people.
I think this short terminism has been exacerbated for Gen Z or younger by the proliferation of high dopamine culture. Tik Tok, youtube shorts, instagram reels - modern gaming, everything - it's all a dopamine rush.
Taking that dopamine rush mentality and applying it to investing/trading = 99% of people getting rekt - and they did, memes rekt most people.
Popular coins such as ETH + SOL also didn't perform well, unless you were able to catch them in the depths of the bear market so these factors really pushed people into the 'get rich quick' way of thinking.
3) Get rich quick in crypto used to exist, now it probably doesn't. So as I've explained, you used to be able to get rich quick in crypto by trading the majors like BTC or ETH - but now with institutional adoption that's kinda off the table. I've explained the good and bad side of that and what it inevitably lead to (short terminism, instant gratification, gambling over investing, aping etc.)
Now let's talk about what to actually do about it. Well, as a boring old unc, I'm here to tell you that getting rich slowly over the next 5-10 years is totally worthwhile.
For reference, being rich is not having 5M+ and living on yachts, being rich is not suffering from government tyranny, it's having more free time to pursue hobbies + interests on earth, spending quality time with friends, wife or children because you're not up to your eyeballs in stress from financial worry - that is actually being rich.
Like having a small mortgage or something - these things palpably change your life for the better. Don't get sucked into all this 'rolex and fancy sports cars' BS - that's shit designed to keep you poor and part of the system. You've very much still in the matrix if you think owning luxury cars + watches + materialistic things are the key to happiness. (CC: Tate bros)
Enough preaching, let's talk actionables.
> Laddering in: Yes Bitcoin is less volatile, but it's still volatile, be patient, check sentiment, wait for someone to blow up and ladder in your buys - I'm not saying time bottoms, that's too hard and risky. I'm saying be patient, have some cash on hand and deploy more cash the lower it goes in a laddered approach.
> DCA (dollar cost average): Pick a number you can afford every month, say it's $250 - buy that much Bitcoin every month (62.5 every week will be better)
It's a boring strategy but you're effectively always buying the lows and as Bitcoin moves up, you don't even need an ATH to make good returns. Plus, as we discussed, Bitcoin is pretty much a cert for being around 10 years from now, so holding it as an asset is going to be much easier - this is what Cobie meant when he said the easy road is 100k-250k btw.
> Farm airdrops: yeah they've dropped off, but they'll still be around here and there. It's free money, just take some off the table to pay the taxman.
> Learn about crypto and keep researching in your spare time - use this knowledge to build your account. Once your account is built up, look for InfoFi deals (if it's still around) or KOL deals for respectable and reputable projects - don't promote trash to get ahead, it's unethical and it will damage your brand in the long run. Your friends are not exit liquidity.
> Don't quit your job. Can't express this enough. Investing is like a roller coaster - you can't get off until the ride's finished. If your money is in a long term multi year investment (like ETH or BTC) - you can't pull it out half way through because you need the money.
Money you invest is gone - so only invest money you can afford to lose. Don't over invest, don't invest/trade emotionally. Build your investment thesis and build stoicism (so you don't panic sell) and don't be a dummy, I mean build a 5-10 year investment thesis about BTC or ETH not about AIDogecoinNFTclubwifhat or something FFS.
> Save your money, be frugal. If you're using newly acquired money to buy flash things you're doing this:
'We buy things we don't need, with money we don't have, to impress people we don't like'
'Oh but I do have the money', trust me bro, you don't, you're gunna need that money down the line, I'm 36, trust me, you'll need it. Life is expensive. really expensive - especially if you have dependents.
Most young men buy flashy things to impress girls or peers because they're insecure, which is totally understandable, I've been that age, it sucks, it's not easy - but it's not acceptable.
Best thing I ever did to combat this issue when I was younger was get jacked. I leveraged the fact I had high testosterone at that age and just got to work. This meant I always felt confident and/or superior entering a room because I was always jacked and in shape - I didn't need a watch with a fancy name on it to prove something. My body did that for me. I also didn't need fancy clothes. You wear a $10k shirt and I'll still looked better than you in a T-shirt because it hugs my body and shows my athletic outline.
Anyway, just my 2 cents and my opinion, some may disagree and that's fine. I've said enough, I could go on but I'll leave it there.
I hope this helps someone and there's an ounce of wisdom in it for someone. Any questions, my DM's are always open - or fire off in the comments so everyone can benefit and ofc happy Sunday.
Sortiτion retweeted
See how @Infinit_Labs used Google Cloud (#Gemini & #VertexAI) to power its Agentic Finance AI platform, simplifying complex DeFi to drive 35% user retention and free up 40% of developer time!
Read the full story ➡️ goo.gle/4ohtHuy
overall market feels pretty directionless, and if you blink your eye for a second..good chance of you mid curving the next narrative or the next big thing on horizon
And IMHO Defi and AI are the only true complimentary innovations that can still get you your deserved place in Valhalla
Current scenario
______________________________
btc dominance flat
eth volumes up but fragmented across 10+ major l2s
uniswap v3 averaging ~1–1.5b daily but most of that is rotational not sticky
defi tvl hovering around 60–70b depending on aggregator
and user activity still spread too thin across chains
the infra is clearly improving
cheap l2 gas
account abstraction adoption rising
erc 7702 setting a base for delegated execution
but actual defi *usage* still has the same core bottleneck
execution friction
_______________________________
Q: What does it give us?
A:
too many steps
too many approvals
too much fragmentation
even professionals still manually route across 5–7 apps just to hedge a position
this is exactly the pain point ai x defi is supposed to solve
not by predicting markets
but by handling execution mechanics
& this is where @Infinit_Labs sits and why it’s relevant in this cycle
infinit is essentially a multi chain execution layer that uses an agent swarm to convert intent → on chain actions
the user defines what they want
agents decompose the instruction
optimize
simulate
and fire the sequence using a 7702 style permissions model
keeping the flow non custodial
supported chains now include
@ethereum
@arbitrum
@base
@BNBCHAIN
@Optimism
@Mantle_Official
@solana
@berachain
@SonicLabs
@blast
and @monad
monad is notable because it’s aiming for ~1 second finality with parallelized execution
which allows things like
real time hedging
faster liquidations
instant refinancing loops
all things that ai driven systems need
infinit’s recent moves also align it with the broader agent economy
oct 2025 partnership with virtual protocol
connecting their execution layer into an a2a payment graph
and the alignment with google’s agent to agent (a2a) direction
where agents can settle, request liquidity, or rebalance with each other
not just users
and what makes this more interesting is actual application examples
things people already attempt manually today
examples of what infinit agents *could execute*
– rebalance eth → stables → eth across two chains in one flow
– unwind a leveraged position on arbitrum and restake into solana yield in seconds
– build a hedged delta neutral strategy without touching 4 different dapps
– refinance a loan from aave v3 → manta pacific → back to arbitrum using 1 instruction
– run periodic portfolio rotation without manual approvals
these are real pain points
every defi user knows them
token metrics
contract 0x61fac5f038515572d6f42d4bcb6b581642753d50
market cap roughly 16–20m (depending on feed)
price around ~0.07
still early but not microcap territory
of course a neutral analysis also covers what’s missing
no full public audit of the agent + relayer stack yet
and we still haven’t seen public tx hashes showing multi step agent execution on chains like monad
two things institutions and serious defi users will demand
but the shipping velocity is there
v2 rollout
chain expansion
airdrop phases
execution stack improvements
plus alignment with the broader move toward machine to machine finance
if you zoom out
the direction is consistent
reduce execution friction
abstract complexity
and build rails for agents to transact autonomously
uniswap captured value by removing orderbooks
aave captured value by removing counterparty negotiation
lido by removing validator overhead
the next unlock is removing execution friction
if ai agents really begin handling a percentage of on chain financial flows
they will need execution rails
latency
determinism
and cross chain context
infinit is bidding to become that layer
Sortiτion retweeted
Nansen Mega Thread
Market conditions are tough now. The easiest thing is to leave. The hardest thing is to keep going.
If you want to level up your onchain game, this thread is for you.
It includes 7 categories with 16 posts that had the highest engagement and best insights.
Sortiτion retweeted
About Generating big yields on Katana
@katana is a project incubated by @0xPolygon and GSR_io that constantly brings high and stable yields for its LP
an experienced Defi user when seeing big yields always asks the question “Where does this yield come from?”
Katana is a project built specifically for Defi the goal of which is creating deeper liquidity and steady yield for users
that is the project was created to solve a major problem in this market segment, the problem when yield can swing from 50% to 3% in a single day or even a few hours.
this happens because of a sharp spike in demand and a limited yield pool
in Katana all core yield is built on Vaultbridge and its investing ability. when a user swaps their assets they get vbTokens in return, for example USDC ➜ vbUSDC
after that your USDC does not just sit on the L1 blockchain, it is used to generate yield in low risk and high liquidity strategies on Ethereum, which gives the ability to earn on those assets
periodically the protocol collects this extra yield to support distribute it among its LP on core protocols
this approach lets the protocol keep stable liquidity and yield for users, which in turn attracts institutional investors
important to note that simply holding vbTokens in wallets does not bring any yield by itself, it is important to actively place these assets into pool lending
Sortiτion retweeted
Uniswap pumped 81% because of fee switch update.
Bullish for all legit defi tokens as uniswap is seen as benchmark.
Guess which other protocol is changing its tokenomics.
$PENDLE
Sortiτion retweeted
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Search any emerging trend, token, or wallet directly in the Laika AI dashboard.
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