OGDfarmer

You know another thing I noticed after a few days full off? Bitcoin is almost at 105000$ while the world is litterally crashing and burning.

NOTHING HAPPENED.

And everyone is ded. Epic crashouts. We’re all getting oneshotted in here. I’m not gonna be playing that game. Unplug.

Gud clanker in a sea of red.

This has all the narratives going: gamblefi, tao subnet, AI and launchpad. Keep pushing @thedkingdao 🤝

Next on deck for me in terms of @virtuals_io launches is @useBackroom.

Backroom is a new SocialFi primitive that flips the usual model on its head: instead of creators running gated chats or managing communities, it lets people speculate on access to their signal without needing them to do anything.

I skipped friendtech entirely, and all similar products, but this one kinda allows for quality of signal and speculation to go rampant without all the hassle: no group to mod, no social contract to maintain. Tokens represent access to the value stream, not the person.

Besides, it’s on Virtual launchpad which has been on fire and lead dev is been around for a bit.

I always like simple: if someone consistently drops alpha, people will pay to stay close. But unlike past models, the creator doesn’t need to perform or engage, they just keep doing what they do. Trading fees reward them passively. Of course nfa dyor yaddayadda but imho at least worth a readup.

ETHERNUM

Aight, today in the Virtuals eco we talk a bit about my peeps @VaderResearch.

They are basically the incubator and OG generator of the @virtuals_io launchpad that so much success is having right now.

They used to be called EAO and had 3 succesfull launches, @AskBillyBets and @TheSWARM_ai in particular I really enjoyed.

But eventually they merged for a win win with Virtual’s mother launchpad: the Virtual team got an out of the box system that worked extremely well and battletested and Vader got the best points per dollar value you can buy on the market right now. $Virgen staker get 20% of the entire point supply every day, $Vader staker get 5%.

At a billy to 50 milli mcap it’s easy math, if we consider points in a vacuum.

After some rebranding, Vader became some sort of superKOL of the Virtual space, with a lot of projects jumping on Spaces with or even getting incubated by the Vader crew, who helps them along the way in exchange for some supply that gets all redistributed to Stakers.

Really looking forward to that stream starting to get distributed, and be backdated too, wouldn’t be fair if everyone joining now gets the same exact amount imho. But good for you newcomers if they do.

In general I hope this evolves into more and more of a well defined and rich product, but there are solid foundations and they cut themselves an important seat at the Virtual table as a cornerstone fo the ecosystem.

And not to forget they also created the only meme of the entire ecosystem as a “one and done” with $virgen.

The hat stays on 🫡

Tev būtībā ir 48 stundas, lai savāktu pēc iespējas vairāk punktu: šī nedēļa @virtuals_io ir neprātīga. Viņi pat ir chaddified Vitalik! 😂

Neviens pēc šodienas palaišanas nav pietiekami spēcīgs likmju spēks, man patīk, kā viņi to palaida tieši pirms bAIby, tas piedāvā interesantas likmju stratēģijas...

For the past couple of weeks, I’ve been trying to actually USE - wild, I know - the various apps and agents of the @virtuals_io ecosystem, to see how much of this is solid product vs vaporware and how far along things have gone. I’m gonna do a rundown of my favourites in the next few weeks.

First on tap is the guys @BasisOS: $BIOS is the first on-chain vault-strategy agent in the ecosystem.
It was also the first big launch on the Genesis launchpad, yelding an impressive 150x for participants.

It spins up Hyperliquid vaults, hunts delta-neutral basis edge, and compounds 24/7. Currently the BTC vault - the one I’m in - has close to 5 millions and an insane 380% apr, with Bios incentives sugaring the pot and taking the lion share of rewards. But a very respectable base apy of 11% on your USDC is encouraging.

This is not a memecoin, it’s a money robot.

Stake BIOS and the agent handles venue picks, funding hedges, and auto-rebalances. Performance + entry fees ( all vaults have a 0.35% usdc deduced right away from your deposit ) flow to BIOS buyandburn: value accrual baked in. I think this matters a lot, and it’s pretty straightforward, giving some direct correlation between performance of the playform and token value, so omce more, not just a meme or participation trophy.

I’m way too smoothbrained to understand how risky this pool is, so I’m playing with a smallish size and deffo dyor and all that, but so far I’m impressed. It basically plays like an untested Ethena, and sits under 30 milli FDV and near zero hype.

We must stop normalizing connecting telegram/discord to wallets with sizable positions to “verify holdings” and access token gated chats and services. So much unnecessary attack surface.

It’s 2025 people, do better.

If fartcoin can’t hold a buck in this environment, with this amount of mindshare and with a Coinbase listing, then pure memes are really cooked for good.

And maybe that’s a good thing.

Very very important “signal” from the @virtuals_io eco today: the crew from $AXR was the first major unlock of the platform from the yellow lock expiring. This is probably their most “visible” token right now, so it was an important test.

It fell ~20% in the couple of days prior to unlock, and considering that yesterday we had an absolute market crashout across the board that’s already pretty good. But then today we had a hard snapback and the entire dump is pretty much recovered post unlock, and project is trading around the 30 milli mcap already.

I think it’s time for many to stop obsessing over ltf price action and farming, this is not https://t.co/KTp1qd7Xs3: the bigger picture has legs and fundamentals and it’s a hell of a moonshot if done right. I expect the predumps to be less and less significant on quality projects goong forward.

On the team’s end, it’s really really paramount to keep fine tuning the point algo, wich is a bit inconsistent, but more importantly to find and punish all the gaming that is happening, from sniping ( not easy, but would be a game changer ) to wallet volume farming ( much more doable ).

I remain giga bullish on the entire ecosystem, and expect it to be one of the faster runners if we sustain this btc rally, with ACP activation right around the corner, and a possible game changer if implemented well.

Skaidrāk sakot, kad pasaules riteņi nenovēršami atlaižas un galvas zaudējušas vistas sēž pie stūres, es nedomāju, ka tu pārdosi savu vienīgo īsto haosa aizsardzību jebkurā saprātīgā laika posmā.

Tieši tāpēc Satoshi izveidoja Bitcoin.

Noskaņojums.

Skaidrāk sakot, kad pasaules rites neizbēgami atslēdzas un bezgalīgi putni sēž pie stūres, es nedomāju, ka tu pārdosi savu vienīgo patieso haosa aizsardzību jebkurā saprātīgā laika posmā.

Tieši šim nolūkam Satoshi radīja Bitcoin.

Noskaņojums.

Fartcoin fixes this?

Fartcoin to izlabojis?

ETHERNUM

$LIQD is gonna be a kingmaker trade this cycle

Ultimate Virtuals megathread 📕

Šis, iespējams, ir “gabals”, ko man visvairāk prasīja šogad. Aizņēmu minūti, lai to saliktu kopā, gribēju, lai tas būtu vienreizējs veids, kā iegūt visu informāciju, nevis tikai manas parastās domas.

Sāksim ar dažiem atrunām: nekas no šī nav finanšu padoms, pētiet paši, un jā, man ir ļoti, ļoti liela soma, kā tas vienmēr notiek, kad ticu kaut kam. Patiesībā šī ekosistēma kopumā ( $virtual + aģenti ) ir mana otrā lielākā alternatīvā pozīcija pēc Hyperliquid ekosistēmas.

Es ticu.

1/ Pirmkārt, kas ir @virtuals_io protokols?

Virtuals Protokols ir decentralizēta platforma, kas ļauj lietotājiem izveidot, kopīpašniekot un monetizēt autonomus AI aģentus blokķēdē. Tā pamatā esošais tokens, $VIRTUAL, kalpo kā šīs ekosistēmas mugurkauls, atvieglojot dažādas funkcionalitātes un pārvaldības mehānismus.

Vēl svarīgāk, katrs aģents, kas absolvē platformā, ir saistīts ar $virtual LP.

Tā nav tikai triki, bet patiesa un tieša korelācija, kas var kļūt eksponenciāla: kad $virtual skaitlis pieaug, tas pacels visus ekosistēmas aģentus līdzi, parasti daudz ātrāk. Protams, ceļojot uz leju, tas pats ir patiess.

Tas radīs dažādas eksponenciālas svārstības gan bull tirgū, gan bear tirgū. Tāpēc plānojiet attiecīgi.

Skaists mazs atvērums @Asynchronus_ai, mans pirmais gemesis palaišana kopš @solacelaunch - 20x solītājiem, $Virtual eco turpina gatavoties!

Megathread par visu ekosistēmu rīt…

Welp, @LiquidLaunchHL was already my favorite project on the Hyperevm, but after today’s update I pushed myself into a top 20 holder position.

These guys are basically the de facto launchpad + aggregator for the HyperEVM eco. Imagine https://t.co/UDlYjPzrFT + 1inch in one neat lil package.

But after today’s update, staking will start and 100% of all revenue of both platform goes to stakers. Better yet, this is NONDILUTIVE revenue. Paid in Hype not their native token. Lots more focus on revenue generating protocols and fundamentals this cycle, as it should be. Don’t think it gets better than this in terms of risk reward, not at 30 milli mcap. First mover does matter in this particular arena as we’ve seen in other chains, but moat defense/usage is obviously the battle.

“Yeah man, bit of a rough weekend innit”

Me after touching grass as usual and deep into the $virtual eco…