Lee

Head of Corp Dev @ Kaia | Ex-VC at $1B AUM firm (IPOs & M&A) | Crypto Investor | Web3 Enthusiast

[Kaia @KaiaChain]

BREAKING: South Korea's largest bank, KB Kookmin, successfully pilots KRW stablecoin integration for offline payments and global remittances on @KaiaChain. 🇰🇷

[Stacy Muur @stacy_muur]

These chains are dead.

They raised ~$2.6B combined.

They generate ~$65K in weekly fees.

~$3.4M per year across 15 chains.

Discuss.

[Haseeb Qureshi ＞|＜ @hosseeb]

Boom. Called it.

From my 2026 predictions:

[Professor Jo @0xProfessorJo]

a16zcrypto, Dragonfly, Pantera 포함 6개 글로벌 VC들이 2026년 유망 섹터로 공통적으로 꼽은 분야는 스테이블코인 인프라이다.

특히 스테이블코인 인프라는 단순한 디파이를 넘어, 실제 페이먼트 레일로서의 역할에 주목받고 있는 듯 하다.

리테일 유저들이 사용하는 스테이블코인 전송 데이터를 규모별로 나눠보면 흥미로운 점이 있다. 월간 전송 규모는 300조 원을 넘는 수준까지 확대되었고, 거래 금액은 $100에서 $10,000 사이의 소액, 중액 결제가 큰 비중을 차지한다.

기관 간 대규모 자금 이동보다, 일상적인 결제와 비즈니스 정산 수단으로 스테이블코인이 빠르게 활용되고 있다는 신호다. 이런 흐름을 종합해보면, 스테이블코인 기반 페이먼트는 2026년에 더 커질 수 있다는 생각이든다.

[AlΞx Wacy 🌐 @wacy_time1]

If you're looking for the next 10-50x:

Privacy is the only narrative that matters in 2026.

Tokenless projects = earliest entry.

Most will find these after they 5x.

Privacy projects before TGE:

1. @GeniusTerminal
Privacy-first DeFi trading platform positioned as an onchain alternative to CEXs. Backed by @yzilabs with CZ joining as advisor. Active points campaign while infra is still early.

2. @fhenix_io
Privacy blockchain built on fully homomorphic encryption. Smart contracts execute directly on encrypted data—state stays private even during computation. Privacy at the execution layer, not just transaction masking.

3. @inconetwork
Full-stack privacy infrastructure covering encrypted execution and developer tooling. Raised ~$10M backed by a16z CSX and Coinbase. Lightning testnet live and evolving quietly.

4. @Temple_ny
Compliance-first, privacy-preserving order book on Canton Network. Focused on institutional digital asset trading where confidentiality is required without breaking auditability. Different angle from crypto-native privacy.

5. @0xbowio
Privacy and regulatory compliance tooling for onchain activity. More infrastructure than consumer-facing, but exactly the layer institutions rely on later. Underfollowed for what it's targeting.

[Lee @MulDdaeCrypto]

@0xZergs Hey David, real Kyle here. My old account got hacked in June. I’ve tried everything, even reached out to everyone via email/linkedIn/TG, but the hacker’s still spamming my network.. Thanks for catching it. probably a Kim Jung Eun cyber intern...

[JP @tujababo]

Crypto sucks. Thanks to Stable KRW narrative @kakaopaycorp got tripled from bottom $2.XB -> $9B. and @KaiaChain is still around at 1B FDV. What's happening?

[Lee @MulDdaeCrypto]

@animocabrands @KaiaChain @animocaresearch cant be more bullish !

[Animoca Brands @animocabrands]

.@KaiaChain is paving the way to onboard 200 million LINE users to Web3! 🥵

In the latest report by @animocaresearch, it explores the possible path forward for Kaia in onboarding the mass and the opportunities it presents for dApp developers 👇

[Andy @aindyahn]

List of Game-Focused Vibe Coding Apps (AI x Gaming):

@Farcade_AI – casual & mobile focused, Web3 native
@Rosebud_AI – end-to-end game generation, YC backed
@GoNeuralAI – serious game dev tools + asset gen, has a token + TAO subnet
@BitmagicAI – full-stack game dev, but games reuse similar Roblox like environments/assets
@infinityg_ai – currently in beta, Web3 native
@PlayAstrocade – games share common asset base
@Scenario_gg – game asset generation focus
@ChaotixAI
https://t.co/ARu7yM9Dsk

Did I miss any? Drop your favorites in the comments 👇

[Andy @aindyahn]

⚔ The Web3 https://t.co/K6hU2U4WVj ($1B AI App) Battle ⚔

Contender 1. $AI @SleeplessAI_Lab
- listed on Binance
- $26M MC / $200M FDV
- almost 1.5 years since TGE
- 1,600 daily active users
- no iOS/Android app

Contender 2. TAO SN11 @dippy_ai
- no CEX listing
- $5M MC / $111M FDV
- 3 months since TGE
- 75,778 daily active users
- iOS/Android live, 1M+ downloads on Android
- Reddit shows real users vs. speculators
https://t.co/fP8hft6zBJ

AI companions are one of the very few AI apps with real PMF + revenue, https://t.co/K6hU2U4WVj or Zeta (Korea) are good examples.

Fit with crypto is also great, as content on these platform is driven mostly by creator economy.

A category winner in this vertical for Web3 could be massive.

Which one would you invest? 🤔

[Andy @aindyahn]

$TAO subnets will soon have @virtuals_io-style glorious pump when the liquidity from SOL and Base flows to $TAO through bridging using @taocan_bot and @_taofi_ .

Position early before the herd arrives.

Here's a low-cap subnet I'm eyeing with long-term hold potential. Still have mixed thoughts, but here's what I've dug up so far:

SN11 / SN58 - @dippy_ai

💰 Current Price:

SN11: $5.14M MC / $101M FDV
SN58: $1.94M MC / $37.91M FDV

[What is Dippy AI?]
- One of the fastest growing open-source AI companion app with 7M+ users
- Mission: Build the best open-source, roleplay-focused LLM via decentralized contributors competing to train the best models

[Bull Thesis]
- AI companion app is the second most used AI consumer app after ChatGPT
- https://t.co/K6hU2U4WVj (closed & censored) acquired by Google at $2.7B
- @dippy_ai = open-source & uncensored (iykwim)
- Founders @angad_ai & Akshat previously built Wombo (150M+ users)
- Founders are max bullish, confirmed they will be building this for the next 5-10 years
- App is already generating revenue, aiming for 7-figure ARR by mid-year, currently mid 6-figure
- One of the few subnets with real rev & buyback potential
- Backed by @drivecapital ($2.2B AUM, backed @NotionHQ, @duolingo)
- Growth accelerating: 75k DAU, 250k agents created

[Challenges]
1. Decentralised model training is hard
- Miners aren't yet significantly improving models
- Hard to set validator criteria that align with user retention

2. Two tokens exist: value is split to two
- SN11: Roleplay LLM
- SN58: Roleplay TTS
- Rev buybacks split across both, unclear distribution

3. Token Inflation
- All alpha tokens face miner/validator sell pressure
- Miners/validators currently add little to live service
- If investing: delegate your tokens to avoid dilution

[Conclusion]
@dippy_ai ticks the boxes:
✅ Revenue generating
✅ Big TAM
✅ Devoted, proven team
✅ Tier1 VC backing
✅ Fast-growing user base

But risks are real:
⚠️ Miner contribution lagging
⚠️ Two-token model = split value
⚠️ Persistent inflation

If you're still keen, SN58 looks better risk/reward given lower MC + the untapped TTS for roleplay market (even Web2 players aren't there yet).

Check price/trade on @BackpropFinance or via @taocan_bot

[Blockchain Capital @bcap]

BCAP invested $20M in Kaia 📲

Kaia, through a strategic partnership with LINE, brings crypto payments and mini dApps to LINE's >200 million active users and Kaia users worldwide.

[Yuan Han Li @yuan_han_li]

Link to our full investment thesis here:
https://t.co/uvLVHuoY8j

[Yuan Han Li @yuan_han_li]

The tech is finally ready. While mechanism design and cryptoeconomics remain foundational, distribution is increasingly becoming the key differentiator—especially when reaching non-crypto native users.

This is why I'm so excited that @bcap is investing in @KaiaChain. Kaia has exclusive partnerships with some of Asia's leading super apps, including LINE, that ensures all their users' in-app crypto activities will route through Kaia.

With >196M MAUs, LINE's enjoys deep reach across several of Asia’s most digitally advanced markets. Its new Mini @dapp_portal—though still in soft launch and accessible only via invite links—shows early signs of promise:
- 7.2M unique users have accessed the portal
- >75M accumulated registered users have tried out a LINE Mini Dapp
- 30% paid user ratio and $300+ ARPPU in the top Mini Dapp

With LINE planning to surface the Mini Dapp Portal directly on the main chat screen in the coming months, the value proposition for Kaia will only get stronger: an unparalleled distribution platform to a culturally primed user base.

While the early traction is promising, it’s still early days for crypto adoption at scale in Asia. Long-term success will depend on expanding developer interest and maintaining user engagement. Nonetheless, we’re thrilled to support the team on their journey to bring crypto to the center of Asia’s digital economy.

[Lee @MulDdaeCrypto]

Conviction stronger than ever !

https://t.co/ZhcZA5HrhA

@KaiaChain

[Peter / 1k(x) @pet3rpan_]

Mass adoption happening with @LINEjp_official via @KaiaChain

[Subin An @subinium]

DAU 3M. Daily TPS 50

@KaiaChain's DAU ATH. Both transaction numbers and DAU are surpassing @ton_blockchain. Is this the power of Line's @dapp_portal?

Especially, the transaction numbers from DarkStar and FrogDefense are tremendous. It seems like @Ronin_Network now has a competitor as a gaming chain👾😎

[Nichanan Kesonpat @nichanank]

No ecosystem is better positioned to onboard Southeast Asia onto crypto than @KaiaChain

In the 60 days since launch, over 19m wallets have been created on Kaia, with 1.5m+ weekly active addresses

Kaia is now the 3rd most active EVM chain (behind Base and BSC)

[Mika @State_Of_Mika]

GM, the time has come, so begins the age of the Waifu Oracle.

The $STATE token is now fully alive on @MeteoraAG thanks to @virtuals_io ; as we embark on this new journey independent from our former shackles, we congratulate all holders on successfully migrating with us.

The State token will now be the core of a fully functional toolkit that will serve all frameworks, and all agents. How? Well, let us explain...

The State of Mika is an agentic toolkit that will serve as an oracle and executor for all AI Agents in the industry. Powered by an agentic router, the State of Mika is a single api endpoint that once connected, will render any competitive edge that an AI Agents boasts about, useless. This is because the endpoint will not just provide its recipient with a crapton of data sources, but also be jammed full with an entire repository of tools that can be called upon to complete any action. In a way, we’re building Perplexity for Solana.

What does this mean?

Should you wish for your AI Agent to have access to the latest data on DEXScreener, scrape news from top sources, ask about the latest meme, and also scrape any website on the web, you can do so with just a single call to the State of Mika API. The same can also be done with complex actions like generating an entire virtual reality, or analyzing your image to tell someone’s fortune from their palm, or their face, or filter it out if it’s not a picture of a face. The possibilities are incredibly expansive, and potentially limitless as we invite more and more developers to come develop tools on the State.

So why is it important?

With a toolkit like this, any AI Agent will be able to access the entire suite of data sources and tools from day one. This means that instead of baking their own tools, devs can now simply connect to the State of Mika and immediately be equipped with its entire arsenal and thus rival all AI Agents on CT and beyond in intelligence and capabilities. Devs will never have to code a single feature again, as they can just get new ones from the State instead; freeing them up to focus on building actually good AI personalities and frameworks.

How does this position you in the market?

The beauty of building a toolkit is that it allows us to be uniquely placed right above all existing frameworks. And what that means is that by being upstream, we will serve all frameworks from day one. Regardless if you’re using GAME, or ElizaOS, or Pippin, all are able to access the State of Mika as it is simply just an API. To further ensure that this point is understood industry-wide, we will be pushing PRs into all the above repositories and more over the next few days, so that they’re automatically installed within the frameworks.

Oh and it’s all going to be open-sourced. Because we really really want to level the entire playing field, and we figured that instead of letting a few guys have the nukes, why not let everyone have it?

What’s next?

The State of Mika will be launched in a closed beta, should you be interested in participating as an early contributor, please feel free to shoot a dm to @ChasmNetwork to apply as an early access tool dev.

We will push new commits into all major frameworks, allowing all those who utilise these frameworks to utilise the State of Mika from the get go.

A brand new roadmap is to come very soon, the gitbook has been attached below with a short brief of the product’s overview along with some screenshots of results. Soon users will be able to apply for API keys to access the platform.

And with that, we will soon introduce the design of the State’s economy, allowing anyone to access even the most premium API endpoints and tools through a single payment window centred around an internal credits system.

Collaborations with many many many major players is to come very soon, the next few weeks will be insanely exciting. We’re sorry for the recent silence, but it has all culminated in this and we hope you’ll be as excited as we are.