InfoFiVoyage

Exploring Web3 & InfoFi | Earning Yaps on Kaito | Virtual Enthusiast | Sharing #Crypto Insights #KaitoYaps

[Solenn Entertainment @Solenn_Ent]

Here's the 4 emojis Freen chose to represent the concert. 💭✨

🎫 Tickets on Sale: 8 July 2026 | 10:00 AM (GMT+7)
ALL TICKET & 7-Eleven Counter Service

See you in The Room. 🗝️

#RoomNumberFreen
#InTheFreenRoom
#solennEntertainment #srchafreen

*****

🗓️ 8 August 2026
Thunder Dome, Muang Thong Thani

Ticket Price: 7,500 | 5,500 | 4,500 | 3,500 | 2,500 | 1,200 (Live Streaming)

[InfoFiVoyage @InfoFiVoyage]

Just unlocked 2,400 mats and ranked Scout by generating my Mezo Statement.

Backed by ~$30M from Pantera & Multicoin with ~$80M TVL already.
Snapshot on 21st Jan.
Get yours here: https://t.co/Yv6cnqCsAC

[crazyDrops ☄ @HeyDrops]

FOGO listing and airdrop on January 13, 2026.

mfs played it very well.

Paid KOLs to bullpost about the airdrop, hype the chain by blah blah blah innovation.

then quietly cut the airdrop allocation from 6% to just 1.5% once they realized nobody was willing to keep playing the cash grab game.

Instead of allocating more to real users, they paid KOLs, let their community users test the platform, generate fees, and then bang, exit plan is here.........

[Gautamgg 🕵 @Gautamguptagg]

🚨 Don't invest into solstice $STX presale : Here’s Why

Recently, Solstice announced its presale on legion at a $130M FDV with 50% unlocked at TGE and 50% vested.

This effectively means a $260M FDV at TGE for Pre-Sale Users.

Given current market conditions, most tokens start trending down within 5-6 days after TGE and relying on long vesting schedules adds further uncertainty. So yes that’s already a concern.

Now, here’s the real reason why I’m skipping this:

Solstice is a stablecoin yield platform. Currently Solstice has around $326M worth of stablecoins minted.

When you compare this with other major stablecoin issuers, the valuation looks stretched.

Let’s look at the top3 examples:

1. Ethena
• FDV: ~$3B
• USDe minted: ~$6.4B
• FDV / TVL ≈ 0.46

2. Falcon Finance
• FDV: ~$930M
• USDF minted: ~$2.2B
• FDV / TVL ≈ 0.42

3. BounceBit
• FDV: ~$116M
• TVL: ~$433M
• FDV / TVL ≈ 0.37

Across the sector, a fair FDV/TVL ratio averages around ~0.4.

Applying the same logic to $SLX, a fair valuation would be around $90M–$95M FDV, considering current market conditions and that too only if 100% supply were unlocked at TGE, not 50%.

Because of this mismatch in valuation and 50% unlock structure, that's why I’m out.

Rest DYOR !!

[wale.moca 🐳 @waleswoosh]

Projects should start offering refunds for their ICOs at TGE.

Valid for up to 24 hours after TGE, after which all allocations are final.

If you really think you give your community a good entry with your valuation, why not do this?

Easy way to combat all FUD about what's perceived as too high valuations.

If it's really a good entry, then you have nothing to worry about

[TimeTree @Triple_Yap]

To. @Punk9277 @KaitoAI

Please take this matter seriously.

Wale is estimated to have around 50k skaito.

However, he was only compensated with 408 $CYS.

Honestly, I think this makes no sense.

❒ Total staked Kaito: 32.8m
- Source: Dune by kaito team
❒ Kaito eco reward(0.18%): 1.8m
- Source: Kaito Earn by Kaito team

And... the eligible staking skaito is about "20m"

=> 20m / 1.8m : 0.09
- Expected number of CYS to receive per 1 skaito

In conclusion, 0.09 x 50,000 = 4,500.

I think this is the reward he deserves.

Some projects that don't entrust Kaito with airdrop authority use this trick.

Ultimately, it's Kaito who loses trust.

I'm not qualified to convert all skaitos to PTs, but I can't stand seeing Kaito's trust crumble, so I hope you'll seriously consider this issue 🙏

[InfoFiVoyage @InfoFiVoyage]

@TalusFoundation What about Kaito stakers on Kaito ?

[CryptoTelugu @CryptoTeluguO]

🌋A Mega thread on Mega ICO extraction season

💀REKT guide on 6 upcoming Token sales
🫵This is your opportunity to become exit liquidity
🧠choose wisely

1️⃣ @zama
🪙 $ZAMA
🔗https://t.co/dxShxmNJQP
📆Auction - Jan 12–15
📆Claim - Jan 20
🏦Sale Type - sealed-bid Dutch auction
💵auction floor FDV- $55M
🔓Vesting - 100% TGE

2️⃣ @gensynai
🪙 $AI
🔗https://t.co/5PtGlgAy0B
📆Auction - 15 Dec
📆Claim - Early Feb
🏦Sale Type - English auction ( @megaeth copy paste)
💵Auction FDV cap - $1B
🔓Vesting - 100% TGE

3️⃣ @rainbowdotme
🪙 $RNBW
🔗https://t.co/6pYciGxgSQ
📆Sale - 11 to 18 Dec
🏦Sale Type - Filling up from the bottom ( @monad style)
💵Sale FDV cap - $100M
🔓Vesting - 100% TGE

4️⃣ @fogo
🔗https://t.co/c3kOnDcqXI
🪙 $FOGO
📆Sale - 17 Dec
🏦Sale Type - FCFS
💵Sale FDV - Unknown💀
🔓Vesting - 100% TGE

5️⃣ @octra
🔗https://t.co/6TZnpn6D27
🪙 $OCT
📆Sale - 18 to 25 Dec
🏦Sale Type - Oversubscribed
💵Sale FDV - $200M
🔓Vesting - 100% TGE

6️⃣ @sportfun
🔗https://t.co/RXmT5CZbrU
🪙 $FUN
📆Sale - coming soon
🏦Sale Type - Team selection
💵Sale FDV - unknown
🔓Vesting - unknown

☠️At the time of writing this thread, I'm not interested to join any of this
🙎I will decide near end of each sale

📈Every project mentioned above is greedy
📈Non of them r at good discount price like $WET
📈All r over priced

⚠️Join only if u ready to loose capital
🫵Which one will u join? Let me know

📚Bookmark
💙Like
🔁RT

[InfoFiVoyage @InfoFiVoyage]

V2 vaults fix DeFi's mess – fragmented yields → unified, auto-maxed neobank.

Live now on ARB / OP: https://t.co/109z6IprtD to ape.
Risks?
Yield meta volatile, but audited infra + cross-chain ease = moon potential.

What's your first deposit – SuperUSDC or LSTs? Reply, degens.
Upgrade or get rekt
#SuperformV2 #YieldFarm

[InfoFiVoyage @InfoFiVoyage]

“The Upgrade” szn – deposit on Arbitrum / OP for Tickets, win up to $20k (Phase 1 dropped $5k OP to 65 winners).

V2 feeds $UP governance:
Stake for votes on listings / emissions.
Echo round raised $1.4M Sep ’25 for early access.

Full TGE vibes? Campaigns like this pump vol for airdrops.

[InfoFiVoyage @InfoFiVoyage]

Locked:

Hypernative monitoring, Octane real-time audits, multi-firm checks.

Hooks chain atomic (one fails? All revert).

Validators (SuperValidator / DestinationValidator) use EIP-1271 sigs + Merkle roots for batch trustless exec.

No exploits, permissionless listings.

V2’s modular:

ERC7579 smart accounts w/ 4 core modules (Executor, Validator, etc.)

SuperRegistry for upgradable configs – devs build vaults permissionlessly.

[InfoFiVoyage @InfoFiVoyage]

SuperAPY metric:
Block-by-block future est. + rewards, rebalances to high-Sharpe / low-risk combos.
Outperforms passive by 10%+ annually – SuperUSDC was 22% APY at intro (Dec ’24), now ~9%+ on stables per recent buzz.

Tracks liquidity shifts (top USDC vault flipped 22x in 2 mos).

Gas savin’?
99% off on Base via SuperPool.

Early birds: 20x CRED rewards in S2.

[Monti 🍌 @MontiMania]

What @cookiedotfun failed to mention is that staked tokens are locked for 90 days.

According to the official documentation:
5. Claim back your farmed $COOKIE after 30 days.

However, in the previous MAF campaign, the tokens were actually locked for 90 days.

It also states:
4. Receive airdrops proportional to the amount locked.

For example, if you locked the Diamond allocation of 11,000 $COOKIE (worth $600), your $RAYLS allocation was 8,800 tokens, worth only $170.

That is clearly not proportional.

[InfoFiVoyage @InfoFiVoyage]

Superform's SUPPORTED CHAINS & PROTOCOLS

Chains:
ETH, Base, Optimism, Arbitrum (live now), more rollin’ (e.g., OP Phase 2 Oct ’25).
Protocols:
50+ w/ $30B+ TVL – Aave, MorphoLabs, Euler v2, Fluid, Yearn, Curve, Pendle.

Vault types:
SuperUSDC (flagship stable, ETH-first)

LSTs (liquid staking)

No-leverage lending / liquidity

Assets:
Any ERC20, but stables / LSTs crush.

Scan 800+ opps in the app – diversified portfolios via Sharpe / TVL filters.

[InfoFiVoyage @InfoFiVoyage]

One-click magic:
Connect wallet (or email for smart acct), deposit from ETH / Base / whatever → SuperExecutor handles bridges / swaps / hooks atomically.
Reallocate?
Nuke old positions, redeploy new in ONE tx – omnichain, no loops.

SuperLedger tracks cost basis / PnL.
YieldSourceOracles normalize PPS for ERC4626 / 5115 / 7540 / Pendle.
Transient storage keeps gas low.
Bundler batches for cheap cross-chain sigs.

Devs? Plug hooks for wild strategies.

[InfoFiVoyage @InfoFiVoyage]

SuperVaults V2:
Modular beasts built on ERC-4626 (tokenized vaults) + Yearn v3 framework.
They’re your smart onchain piggy banks – auto-allocate assets to top yield spots via proprietary algo.

Think: Deposit USDC, watch it hop to Morpho / Aave for max APY w/o you lifting a finger.

V2 adds dynamic execution:

Hooks for custom flows

Batch ops via Merkle proofs

Non-custodial, transparent AF – you own the shares.

[InfoFiVoyage @InfoFiVoyage]

Superform V2 vaults deets?
Straight heat – the yield abstraction glow-up that’s makin’ DeFi feel like a neobank spa day.
Launched Q3 ’25, web app v2 dropped Oct 16, Arbitrum mainnet live Nov 10.

One-tap deposits from ANY chain into 800+ opps across 50+ protocols.

No bridge BS, auto-optimized yields hitting 9–22%+ on stables.

Pulled fresh from blog, GitHub, X.

[InfoFiVoyage @InfoFiVoyage]

SCOR's solid on vision/partners, fuzzy on nuts (vesting/regs).
Bullish for degen plays, but grill @SCORProtocol Discord for unlocks.
Which Q's deepest dive next? Or tweak for your thesis?
Reply, let's keep yappin'.

[InfoFiVoyage @InfoFiVoyage]

No TGE pin?
Hit the app (https://t.co/GPY73w3BW4), connect wallet, farm that campaign for $UP slice.
Blog for full deets: https://t.co/mYIgyIZjQJ

DYOR, NFA – but if cross-chain yields + ownership meta hits, $UP’s your ticket.

Guessing TGE by Dec? Reply w/ your bet.

Own the bank, degens.
#Superform #UPToken

[InfoFiVoyage @InfoFiVoyage]

Worst-case mitigations?
Bad season tank: Diversified IP (multi-sport) + deflation buffers dumps.
Liquidity pre-mainnet: Airdrop locks + TON listings; exit via Gems OTC.
Broader: Community DAO post-Phase 2 for votes.
No “tank plan,” but vested team aligns.