So in December/early January we saw a surprising number of builders (some pre-token some post-token) jump ship on places like Base/Blast/etc and move to Solana since it was the perceived Mecca of users and price discovery
Then a Disney villain comes out and implicates a sitting president in a bribery/corruption scandal and reveals that basically the entire thing on Solana is made up and just bots and insiders cranking volume and farming peasants...and pretty much every chart (volume and price) is now in freefall
So if you're one of those builders that jumped ship from EVM to SVM for whatever reason, what do you do now? Try to pivot to Abstract? Monad? Avalanche? Stay on Solana and launch your token (eventually) into a 17 minute hype cycle? Straight up leave the industry? Build things out for a longer period before considering a token launch?
Weird time for builders and participants
*SEC LAUNCHES CYBER AND EMERGING TECHNOLOGIES UNIT
*SEC CYBER UNIT WILL COMBAT FRAUD IN CRYPTO AMONG OTHER AREAS
It appears actual crime may not be legal?
$KAITO TGE: THIS ONE'S DIFFERENT
MARKET SETUP
• $kaito launching tomorrow (feb 20) at 12pm utc on @base
• trading starts 1pm utc on @binance@okx@krakenfx
• pre-market already pricing at $1.2-1.5b fdv with heavy sell pressure
• 11:1 sell/buy ratio on aevo signals peak degen expectations
SNAPSHOTS AND SUPPLY
• yaps snapshot taken feb 17 4am utc
• genesis nft holders locked in feb 18 4am utc
• floor price dropped 60% to 4.2e after snapshot
• 24.4% circulating at tge
• 33.3% for airdrops
• 56.7% locked in multisig
• 1b total supply
STAKING MECHANICS
• skaito contract deployed with 7-90 day lockups
• 2% allocation to bnb stakers
• ~10% going to liquidity
• 10-15% distributed across 1.67m total yaps
• 1500 genesis nfts retain governance rights
INFRASTRUCTURE PLAY
• platform already profitable from pro/connect products
• decentralized search functionality with validator economics
• expecting multiple reward seasons to maintain engagement
• @binance listing with 6 trading pairs suggests institutional confidence
• more than just another social token
I’m sure you’ve already seen a ton of quotes on this so I’ll keep it short:
- OKX and Binance listings already confirmed. Would be really surprising to me if no CB given the hype and location on Base
- ~24% circulating supply when live tomorrow. 2% for BNB stakers, leaving 22% outstanding…think reasonable estimates are 10-15% yapper claims, 1-1.5% NFTs.
- With those numbers, you come out to anywhere between 60-90 KAITO/yap and anywhere from 6700-10000 KAITO/NFT
- Premarket swinging pretty wild right now from $1.2-1.5 per KAITO. Low liquidity markets though. Wherever it settles tonight is probably a better indicator
- With 33% in a special sliced off wallet on Base, it seems to me there will either be *some* vesting (9%) or a season 2 for the next drop of tokens
- <NOTABLE> Kaito says they’ve internally achieved profitability on both their pro product and their Connect product…which is more than 99.9999% of crypto products can say years after TGE.
You will see a ton of hopium on the timeline today. You will see a ton of maximum pre-cope today as well from people who faded.
ico always picks up free money. No matter how it goes tomorrow, we will have received free money for doing business as usual….and that’s a great thing
i think we are going to initially offer 10 uses per month for chatgpt plus and 2 per month in the free tier, with the intent to scale these up over time.
it probably is worth $1000 a month to some users but i'm excited to see what everyone does with it!
introducing the PUMP FUN MOBILE APP
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GM 🫡
Dev team has been hard at work. You may not have noticed, but we're chipping away at our roadmap!
https://t.co/WHkbz09KXS
Benchmarks soon and more integrations to follow 🚀
@nottecore 🌐 The internet’s a mess for AI. Browsers like Notte turn chaos into structure, letting LLM agents actually do their job:
✅ Navigate the web like a map
✅ Interpret & act on data in real-time
✅ Automate tasks without guesswork
No more clunky scraping. Just smart agents
@LalaJonbenny its amazing how fast base ecosystem is scaling. most founders know this. when your tx settle instantly and fees are low, there's no looking back
The native DEX of Spiderchain, @arch_swap, is now on the Aragog Testnet! Enjoy seamless trading with substantial liquidity, enhanced incentives, and minimal fees.
Deposit your PUSD into the WBTC/PUSD pool, with more pools to explore, offering a glimpse into DeFi's future on Spiderchain! 🕷️🚀
$NUIT: A Web Browser for LLM Agents
New Token | Quick Glance | Nottelabs ($30m FDV) | @nottecore Via @ogandreakiro & @lucas_gdno
DVM View: Notte ( $NUIT ) turns websites into clear maps for AI, simplifying navigation and task automation, reducing errors and costs in web interaction. It's end user is a developer who wants to equip their agent with an ability to navigate the Internet. To us, Notte's technology is unique, and it's founders have a strong history in AI/ML, and product as a wide TAM (all agents). While we don't see direct comps, we believe valuation base could grow towards the Swarms segment range ($50-$150m).
What is the project about? | Structuring the Web for AI Agents with LLM APIs
Notte is a project aimed at transforming the internet into an agent-friendly environment by converting websites into structured, navigable maps described in natural language.
It provides a backend browser API specifically designed for LLM (Language Model) agents to enhance web navigation, data extraction, and task execution.
How does the project work? | Web Navigation Through Text Maps and Credit-Based API
Notte operates by providing an API that translates any webpage into a structured textual description in plain English, detailing both the data available and the actions that can be performed.
When an LLM agent interacts with this API, it can reason based on the structured context provided. For example, if an agent wants to book a flight, Notte processes the LLM's command and executes the action on a cloud-hosted browser session, updating the webpage state accordingly.
This reduces the complexity of dealing with raw HTML or screenshots, making web interactions more efficient and less prone to errors.
While its tech is open sourced, The API operates on a credit-based system, with payments currently through USD via Stripe, with plans to accept $NUIT soon.
The tokenomics of the project indicate long term vision as 10% locked in a smart contract for 6 months, 7.5% with linear vesting over 6 months, 5% allocated for project funding and maintenance, and 2.5% for crypto partnerships and collaborations.
What technology or infrastructure does it use? | Open-Source, Cloud Browsers, and Diverse LLMs with Python SDK
Core Technology: Open-source technology available on GitHub.
API Infrastructure: Managed cloud browser sessions with features like authentication, caching, and action permissions. It supports HTTPS for all requests.
Language Models: Integrates with multiple LLM providers like Cerebras, Anthropic, OpenAI, and Groq, using a llamux configuration for optimal model selection.
Python SDK: Offers a REST API binding for Notte, requiring Python 3.11 or later.
Web Driver: Compatible with any web driver, defaulting to Playwright for browser management.
What problems does it solve? | Minimizing Errors, Improving Efficiency, Streamlining Tasks
Hallucinations and Complexity: By providing structured descriptions instead of raw HTML or screenshots, Notte minimizes hallucinations (incorrect interpretations by LLMs) and reduces the complexity of web navigation for AI agents.
Efficiency: It lowers token usage, reduces latency, and decreases the cost of processing by providing a more digestible input for LLMs to act upon.
Automation: Enables multi-step actions to be executed more efficiently, such as logging out from a website with fewer API calls.
Who are the founders, and what is their vision? | ML Experts with a Vision for an 'Agentic Internet'
The project is being spearheaded by:
Andrea Pinto ( @ogandreakiro ): An ML researcher specializing in LLMs and AI agents, with experience from MIT, ETH Zurich, EPFL, IBM Research, Amazon, and various AI startups.
Lucas Giordano ( @lucas_gdno ): An ML researcher and engineer with experience at Oracle Labs and in growing AI departments in startups. He graduated from EPFL and is also known for his achievements in trail running.
Their vision is to build an "agentic internet" where AI agents can seamlessly navigate and interact with web content, enhancing automation and reducing the cognitive load on LLMs by managing browser interactions.
What is the roadmap or future potential of the project? | Advancing Agent Capabilities with Secrets, OS Integration, and $NUIT Utility
Immediate Plans:
Implementation of secrets management, VPN, and permissions for agents to handle authentication and geolocation requirements.
Expansion to include operating system-level interactions once browser technology stabilizes.
$NUIT integration into payment systems for API usage.
References:
CA: 2eXamy7t3kvKhfV6aJ6Uwe3eh8cuREFcTKs1mFKZpump
X: https://t.co/Qj5AF4H9xt
Web: https://t.co/Sezq1Ae5jy
Docs: https://t.co/jtB7DTkSna
Github: https://t.co/qLnqvvUOyb