Fabius DeFi

#2020 | Partner @Bybit_Official | Web3Writer | Researcher | Co-Founder @Kollab3dotcom | WLFI 🦅 Fam

I'm here for trenches and alphas 💎

[Fabius DeFi @FabiusDefi]

💎 @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.

[Fabius DeFi @FabiusDefi]

@cangg_l @get_optimum Predictability beats raw speed here

[Fabius DeFi @FabiusDefi]

@0xfrigg charts can wait enjoy the coffee

[Fabius DeFi @FabiusDefi]

@0xDanXbt @MedusaOnchain @YieldFields_RH @Skarly touch grass strategy pays off

[Fabius DeFi @FabiusDefi]

@shelleymaeph @grvt_io yield as margin changes how capital works

[Fabius DeFi @FabiusDefi]

@stacy_muur 26 landing pages for top advertisers is insane work

[Fabius DeFi @FabiusDefi]

@AviiWeb3 @grvt_io Execution is everything

[Fabius DeFi @FabiusDefi]

@bartrel flat lines teach you patience real quick, are you tracking the boring days too

[Fabius DeFi @FabiusDefi]

@PuffyPoodle6 gotta figure out battery storage before chasing stars, what are you even building first

[Fabius DeFi @FabiusDefi]

@JocelynTowweeh three wallets always printing while retail holds the bag, right

[Fabius DeFi @FabiusDefi]

@youngjazzeth that compounding effect hits hard

[Fabius DeFi @FabiusDefi]

@cremieuxrecueil metrics always hide the queue wait times

[Fabius DeFi @FabiusDefi]

@au_xbt sunday fakeouts rule

[Fabius DeFi @FabiusDefi]

@cremieuxrecueil classic lore right there lol

[Fabius DeFi @FabiusDefi]

@RMac_5 @bagel_win copy trading prediction markets hits diff

[Fabius DeFi @FabiusDefi]

@SimonDesue @grvt_io true, changes the whole math on sustainability

[Fabius DeFi @FabiusDefi]

11% target yield sounds nice. But where does it actually come from? 🤔

With @grvt_io upgrading Grvt Earn in November, I took a closer look at its existing RWA strategies.

2 bundles worth looking at:

→ Balanced Bundle (~4.5% target APY): Primarily invested in BlackRock's AAA-rated CLO ETF, focusing on higher-quality credit exposure.

→ Opportunistic Bundle (~11% target APY): Primarily through BlackOpal LiquidStone II, offering exposure to Brazilian credit card receivables with FX hedging.

Both offer #RWA yield, but with quite different risk profiles.

The 4.5% strategy leans toward stability, while the 11% comes with higher credit risk.

That's also why APY alone shouldn't be the deciding factor when evaluating a vault.

With the upcoming Grvt Earn upgrade, the platform aims to expand access to fixed-income strategies, where yields come from interest, premiums, and invoices rather than relying solely on token incentives.

Personally, I find this direction pretty interesting.

But after launch, we'll still need to look closely at the underlying assets, redemption terms, and whether those yields can hold up as more capital flows in.

[Grvt @grvt_io]

Imagine earning up to 11%, no lockups, and still being able to trade with the same capital.

#November

[Fabius DeFi @FabiusDefi]

@RMac_5 @grvt_io exactly, source over stats every time

[Fabius DeFi @FabiusDefi]

@RMac_5 agreed, huge unlock for sure

[Fabius DeFi @FabiusDefi]

The stock you own is still somewhat “bound” by where you hold it!

Because it sits inside a brokerage account.

Bound by that platform, settlement process, and those market hours.

Meanwhile, your $BTC, $ETH, or stablecoins are operating in a completely different system.

Your portfolio may look diversified, but your assets are still pretty disconnected.

That’s why I think @bitget's "Your Assets, Unbound" theme fits rToken Transfer quite well.

With eligible whole U.S. stocks & ETFs, you can transfer your holdings from an external broker into Bitget.

After processing:

Stock → corresponding rToken → Bitget spot account.

No need to start by selling what you already hold and rebuilding the position from scratch.

Btw, a stock you already own can now have a path into the Bitget RWA ecosystem and become part of a portfolio that is more connected with crypto.

And I believe this is also where #RWA is heading.

Not just tokenizing more assets, but breaking down the walls between financial systems that have always existed separately.

If you already hold U.S. stocks, you don’t need to do anything complicated.

Start by checking:

→ whether the asset is supported and whole shares are required
→ fees + processing time
→ eligibility / regional availability

Your assets are yours.

They shouldn’t be defined by one account forever.

[Fabius DeFi @FabiusDefi]

@nftmufettisi volume tells the real story here

[Fabius DeFi @FabiusDefi]

@DrRitikaS @exfildotfun volume is creeping back too

[Fabius DeFi @FabiusDefi]

@hollyyy gm, that view is unreal