Smarter(✸,✸)

Blockchain Independent Researcher
Telegram:

[Smarter(✸,✸) @ZhangBofu]

@trylimitless 0xd03236a08CB2fA664C52d95025a1ba9373481d1e

[Smarter(✸,✸) @ZhangBofu]

@monad 0xd03236a08CB2fA664C52d95025a1ba9373481d1e

[Smarter(✸,✸) @ZhangBofu]

ready for day 1 🫡

[Smarter(✸,✸) @ZhangBofu]

单号千u年终大毛：Monad ｜加密货币｜空投｜区块链｜Layer 1| EVM | 代币发行 ｜ TGE https://t.co/N4Y6fXv0da via @YouTube

[Smarter(✸,✸) @ZhangBofu]

MONAD BOXES 🎁

[Smarter(✸,✸) @ZhangBofu]

Listen to 每日财经对话 on Spotify for Creators https://t.co/gE0bc2uEu7

[Smarter(✸,✸) @ZhangBofu]

陈志150亿美元比特币从何而来？ https://t.co/0RWPZKkNfV via @YouTube

[Smarter(✸,✸) @ZhangBofu]

币安百万美元上币费风波 https://t.co/3SGmLuftJF via @YouTube

[Smarter(✸,✸) @ZhangBofu]

财经对谈：加密市场瞬间蒸发200亿美元 https://t.co/S9JM00fMao via @YouTube

[Smarter(✸,✸) @ZhangBofu]

#SoSoScholar2025 @SoSoValueCrypto [Airdrop Hunter Weekly: 18 New Projects Raised $307.5M (Alpha Inside)] Why I'm bullish on $SOSO + https://t.co/leYdsbtI4P

[Smarter(✸,✸) @ZhangBofu]

Pre-save my new single "Heroic" on Spotify: https://t.co/41U4zMR3m8 (powered by @distrokid)

[Smarter(✸,✸) @ZhangBofu]

🪂 TL;DR: Action List

✅ Track Flying Tulip testnet → follow DWF Labs / Republic announcements.
✅ Join BaseVol testnet on Base chain.
✅ Contribute to Tea Protocol open-source repos.
✅ Register for KGeN gamer ID early.
✅ Watch Talus for IMO node / testnet roles.

[Smarter(✸,✸) @ZhangBofu]

🪂 Airdrop Hunter Weekly

Big week for future airdrop opportunities — 18 projects raised a total of $307.5M, led by Flying Tulip’s massive $200M seed round. Most rounds this week were infra-layer and DeFi protocols — prime targets for early testers, node runners, etc.

[Smarter(✸,✸) @ZhangBofu]

🧭 Key Trend Insight

“On-chain CEX” is heating up — projects like Flying Tulip, Lighter, Drake Exchange could define the next big airdrop meta (trade-to-earn, proof-of-liquidity, or redeemable tokens).

AI + zk + MoveVM ecosystems (Talus, KGeN, Novastro) are forming.

[Smarter(✸,✸) @ZhangBofu]

📊 Category Breakdown
SectorTotal RaisedAirdrop PotentialDeFi / Trading$235M⭐⭐⭐⭐L2 / Infra$17M⭐⭐⭐⭐Payments / Consumer$40M⭐⭐⭐AI / Gaming / Others$15M⭐⭐⭐⭐

[Smarter(✸,✸) @ZhangBofu]

🏦 Acquisitions (Signal Watch)

Bitcoin Depot acquired National Bitcoin ATM — strong retail signal, may issue loyalty or governance rewards later.

CoinShares Ventures acquired Bastion Asset Management — may integrate DeFi governance layer.

[Smarter(✸,✸) @ZhangBofu]

🧩 AI & DePin

Talus Labs ($10M)
AI blockchain built on Move contracts; supports “Initial Model Offering (IMO)”.
AI + Move + DePin = huge upcoming airdrop zone.

[Smarter(✸,✸) @ZhangBofu]

🎮 Gaming / Social-Fi

Ambrus Studio (E4C: Final Salvation) — $15M
Web3 mobile MOBA. Expect token rewards for closed beta testers and early guilds.

KGeN ($13.5M)
zkML gamer reputation protocol — rewards players for data sharing.
Beta access = guaranteed points farming

[Smarter(✸,✸) @ZhangBofu]

💳 Payments & Consumer Plays

xMoney ($21.5M)
Payment infra connecting fiat + crypto, compliant with MiCA (EU).
Likely partner with Sui — track wallet integrations for tasks.

Lava ($17.5M)
Bitcoin-backed debit card. Spend USD, stack BTC.
High marketing potential → referral

[Smarter(✸,✸) @ZhangBofu]

💰 DeFi Alpha

Yield Basis ($5M)
From Curve’s founder — AMM DeFi protocol removing impermanent loss.
Curve-related projects often retrodrop to veCRV holders / DeFi users.

Ethena Labs ($14M)
Stablecoin USDe + synthetic “Internet Bond” yield product.
Previous Ethena testnets

[Smarter(✸,✸) @ZhangBofu]

🧠 Infra & L2 (Medium-Term Plays)

Lighter (Undisclosed)
zk-rollup perpetual protocol; backed by a16z, Dragonfly, Haun Ventures.
Look for future testnet farming or zkL2 mission.

Novastro ($2M Public Sale)
RWA Layer2 with RUSD stablecoin (backed by bonds, gold, RE).