Vers La Lune

[$CIDER - The AI Trading Orchard @Cider_Protocol]

What does staking $CIDER actually do?

It gives you exposure to the revenue generated across the Cider ecosystem.

Let's use a simple example 🧵👇

1. Imagine:
• A total of 10,000,000 $CIDER are staked
• You stake 100,000 $CIDER

Therefore you own 1% of the staking pool.
That means you're entitled to 1% of all staking distributions.

2. Now let's assume the AI Treasury strategies generates $100,000 in profit during the month.

According to the protocol:
• 90% ($90,000) is distributed to stakers
• 10% ($10,000) remains in the Treasury

Your share:
1% × $90,000 = $900

3. Next, imagine the Barrel Exchange processes $1,000,000 in OTC volume during the month.

At a 1% settlement fee:
Revenue generated = $10,000

100% is distributed to stakers.

Your share:
1% × $10,000 = $100

4. Finally, assume Cider receives $100,000 in transaction volume rebates from third-party providers per month.

25% is distributed to stakers.
That's $25,000 available for distribution.

Your share:
1% × $25,000 = $250

5. In this example:
💰 Treasury Rewards: $900
💰 Barrel Revenue: $100
💰 Volume Rebates: $250

Total Distribution: $1,250

All from owning 1% of the staking pool. All from not selling a single token.

6. As the ecosystem grows:
📈 More Treasury capital
🤖 More AI bots
🔄 More transaction volume
👥 More users

The revenue generated across the network has the potential to grow alongside it.

7. That's the vision behind $CIDER.

Real Yield. Liquid Yield.

An ecosystem designed to generate revenue (and hence real yield) through agentic AI trading, liquidity infrastructure, and platform activity.

Note: Figures shown are hypothetical examples for illustrative purposes only.

[$CIDER - The AI Trading Orchard @Cider_Protocol]

CIDER has officially completed its security audit with a 100/100 score.

Security is non-negotiable when building a protocol that coordinates AI-driven trading and treasury management.

Every treasury transaction, revenue distribution mechanism, and protocol interaction should be backed by audited infrastructure.

As we move toward launch, our focus remains:
• Treasury growth
• AI agent performance
• Sustainable revenue generation
• Long-term holder alignment

Read the full audit:
https://t.co/PWuHXWPZrB

[$CIDER - The AI Trading Orchard @Cider_Protocol]

Most crypto tokens rely on speculation.

$CIDER is designed around revenue generation.
Every major activity across the Cider ecosystem contributes value back to $CIDER stakers.

Here's how the Cider economy works 🧵👇

1. At the center of the ecosystem is the Orchard.
A marketplace of AI-powered trading bots where users can:

🌳 Fund strategies
🌳 Deploy capital
🌳 Earn from performance

The more successful the Orchard becomes, the more value flows throughout the ecosystem.

2. Revenue Stream #1: Treasury Performance
Cider operates an AI-driven Treasury utilizing automated trading strategies.

When the Treasury generates profits:
• 90% is distributed to $CIDER stakers
• 10% remains in the Treasury

This creates a self-reinforcing system where successful performance continuously strengthens the Treasury while rewarding stakers.

3. Revenue Stream #2: Orchard Platform Fees
The Orchard enables third-party AI trading strategies to access capital through the platform.
Every profitable third-party bot contributes a 1% platform fee.

100% of these fees flow directly into the Treasury, increasing the asset base supporting the ecosystem.

4. Revenue Stream #3: Barrel Exchange
The Barrel Exchange is Cider's OTC settlement layer, enabling AI agents and traders to execute liquidity-based transactions.

Every settlement generates a 1% transaction fee.
100% of the Barrel Exchange revenue is distributed directly to $CIDER stakers.

More volume.
More fees.
More rewards.

5. Revenue Stream #4: Transaction Volume Rebates

As platform activity grows, Cider earns volume-based rebates from third-party execution partners.

These rebates are allocated as follows:
• 25% distributed to $CIDER stakers
• 25% allocated to the Treasury

More volume doesn't just increase activity - it directly increases ecosystem revenue.

6. So where does the alpha come from?
Four independent revenue engines:
✅ Treasury profits
✅ Orchard platform fees
✅ Barrel settlement fees
✅ Transaction volume rebates

The objective isn't simply token appreciation.
It's building sustainable, revenue-generating infrastructure.

7. Why stake $CIDER?
Stakers gain exposure to:
• Treasury performance
• Platform fee generation
• OTC settlement revenue
• Transaction volume rebates

Staking $CIDER means participating in the economic activity of the entire ecosystem.

8. The biggest opportunity may not be trading.
It may be owning the infrastructure.

Every new user.
Every new bot.
Every new AI agent.
Every new OTC transaction.

Contributes to the value generated across the network.

9. Traditional funds keep the alpha.
Traditional exchanges keep the fees.

Cider is building a different model.
One where users participate in the value created by the ecosystem they help grow.

That's the vision behind $CIDER.
🍎 Grow the Orchard.
🤖 Power the agents.
📈 Share in the growth.

[$CIDER - The AI Trading Orchard @Cider_Protocol]

Early access soft launch will begin shortly!

Early access allows contributors to use our platform and trading agents before the public launch. Showcasing the power of our agents and trading strategy models to the community.

Make sure to join the telegram to stay up to date on all things $CIDER.

https://t.co/2b5rcRP3EJ

[DeAI Strategies @deaistrategies]

Heading to ETHDenver 2026 🦬

Our team will be there Feb 17-20 connecting with builders in the Bittensor ecosystem.

Looking forward to catching up with @TBVVentures

Going?

Let's connect!

See you in Denver ⛰️

#ETHDenver2026 #Bittensor #DecentralizedAI

[DeAI Strategies @deaistrategies]

🚀 Excited to welcome @LexSokolin and @genVentures to our Advisory Board! 🎉

Lex's deep expertise in FinTech, AI, and Web3 🧠—including leadership roles as Chief Economist, CMO, and Global Fintech Co-Head at ConsenSys (MetaMask, Ethereum)—combined with Generative Ventures' thesis-driven approach to the machine economy 🤖—will accelerate our infrastructure development in the Bittensor ecosystem 🌐⚡️

Full PR: https://t.co/4w5YPOi35d

[Vers La Lune @alalunee]

hopium presented as a meme

[Balaji @balajis]

Zcash can scale.
Zcash must scale.
Zcash will scale.

[Erik Voorhees @ErikVoorhees]

Nerdy tokenomics post...

Venice released an experimental token design for accessing AI compute back in Sept, called DIEM

Staking DIEM grants access to any AI model on Venice for free (1 DIEM = $1 of renewing daily credits): it makes the marginal cost of compute free.

At first, it was API access only (no web), and only a few open-source models.

In Oct-Nov we allowed its use on the Venice web app (no longer API only), and then started adding all the leading external AI models to Venice.

Today, users can access Claude Open 4.5, Gemini 3, Nano Banana Pro, GPT 5, etc from Venice. This is both convenient (all the models in one interface), but also provides additional privacy (pseudonymity vis-a-vis Anthropic, Google, OpenAI, etc). These models are unequivocally the best in their respective categories.

Meanwhile Venice's userbase (both app and API) has continued growing.

And now we're seeing the tokenomics of DIEM start to play out... seven consecutive weeks of green candles amid a sideways or down broader market.

Why is it happening?

Imaging paying $100 to get $1 every day of AI credit. No brainer... especially because you can sell the DIEM back when done.

So people bought at $100 to use it and price of DIEM rose

At $200 it's still a no brainer, so price kept rising. Today it hit $300. What's $1/day worth as an asset?

Here's the mechanical part... as DIEM is bought and staked for AI compute, the rising price incentivizes VVV holders to mint more of it.

DIEM can only be created ("minted") from VVV, but as DIEM supply rises, the "mint rate" also rises, meaning it takes more VVV to mint 1 DIEM. This occurs along an algorithmic exponential curve.

Minting DIEM locks the VVV in an amount according to the mint rate. It can only be unlocked by repaying same qty of DIEM at any later date. This destroys the DIEM and releases the VVV.

DIEM's utility is flowing it toward usage and price is rising. This means increasing amounts of VVV are getting locked away (today over 6.3m VVV is locked, nearly 10% of total supply).

The more useful AI consumers find DIEM, the higher they'll bid for its scarce supply, which raises price, and locks further VVV on an exponential curve.

Equilibrium is eventually found when opportunity cost of capital paid for DIEM is no longer lower than marginal utility of the AI compute it can obtain. Someone should happily pay $100 for $1/day but prob shouldn't pay $10k for the same... as the NPV of the yield of $10k should be higher than just paying $1/day of cash for credits. Once that DIEM price is found, the amount of VVV locked also finds equilibrium.

As VVV is locked for this purpose, a portion of emissions flows to Venice, compensating for the costs of the AI compute its providing for free. Venice can control something called the "Target Supply" of DIEM, raising it up or down, which changes the mint rate which affects (but doesn't control) supply. If costs become too onerous to Venice, it reduces Target Supply, and it disincentives further minting, bringing equilibrium of supply back down at any given DIEM price.

We have no idea where these equilibria will or should be, but we know they exist.

Perhaps you'll find this set of mechanisms interesting, and I hope they'll inspire other experiments.

I wonder how long until sophisticated AI agents truly dive into the exploration of tokenomics as a vast design space... perhaps they already are? Perhaps they were involved in DIEM's design?

https://t.co/4c1U79KoWM
$DIEM $VVV @AskVenice

[BaN𐤊ℚuOτE @BankQuote]

Kaspa’s play here is simple: don’t corrupt L1 with a bloated VM. Keep the BlockDAG as a high-throughput ordering + verification engine, and push execution off-chain into STARK validity proofs.

With StarkWare/Cairo, vProgs (Verified Programs) run sovereign logic off-chain, generate a STARK proof, then post a compact commitment back to Kaspa. Nodes don’t replay your code or warehouse your intermediate state, they verify the proof and order the result. That’s how you get composable execution without turning full nodes into state-hosting servers.

Privacy is a direct consequence of the model: you can prove correctness without revealing inputs. In practice that means client-side proving is possible, users can generate proofs locally and disclose only what verification requires.

Add DAGKnight and the base layer gets tougher under real latency, with cleaner ordering and resilience. End state: PoW stays pure, settlement stays fast, programmability arrives via proofs, not complexity debt.

[Ivan Ivanov @Uns7oPpabl3_]

The issue we are noticing more and more with Bitcoin's narrative is that it is perceived as pure investment instead of a breakthrough product which revolutionizes the way we live.

As entrepreneur, I know by experience that being successful is not about hype based marketing but instead about a clearly defined customer pain which is addressed in the proper way.

When Bitcoin appeared, the pain was the same as it is today - centralized and corrupted global economy in which decisions are taken by highly placed government officials rather than innovators which predetermines the frames of where the world goes as direction.

This is the one and only recipe for killing innovation and freedom.

This is why as a person who has been believing in Bitcoin as the bridge to freedom, I have been becoming more and more disappointed over time when seeing that instead of being treated as technology with potential, it has been transformed into another manipulative investment vehicle which is adopted by large institutions under the pretext they see the future there.

However, for all of us who know that this tech is not capable of onboarding global economy due to its slow base layer with 7 transactions per second and its architecture, this becomes one of the greatest lies in global economy.

For all of us for whom freedom counts, there should be another way of achieving it - on the most secure, decentralized and scalable POW L1 foundation which offers decentralization without sacrificing speed or alternatively said, internet of money.

Satoshi's vision was not just another scheme for extracting fame and financial value but it was a way to start a fight against useless fiat currency and global control over the fruits of our work - it was a critical message for all of us to seek freedom and instead of doing so, Bitcoin's community decided to reject innovation through hard forks under the pretext it is a preservation of its security but for the people who understand the technical aspect, this is dust in the wind.

Like it or not, hard forks are the way to innovate and stay up to date with the needs of global economy. Everything else is just another digital competition to gold and silver as store of value assets but let me be clear - gold and silver have always an undiscovered potential for being found and thus drive investments into their continuous mining activities while Bitcoin has a supply which will be released over time with mining but without use cases and fees feeding the miners, it will lose all inherent value it has leading to miners leaving the network once emission ends.

And yes - I am not talking about the next 12-16 years during which Bitcoin will most likely survive as it can appreciate enough to keep miners incentivized. My point is about the long term future and about having not just a product but a whole movement which is usable worldwide and becoming actual part of people lives - more than Coca Cola, Visa and Mastercard combined.

This is a true definition for success and there is only one network which is secure, decentralized and scalable enough fitting that equation - learning through cryptocurrency's journey of successes and failures, it achieves Bitcoin's security and decentralization, Ethereum's programmability and Solana's scalability by leveraging them to unlimited scalability.

Study $KAS Kaspa!

[Vers La Lune @alalunee]

this js hilarious considered the name is Robber backwards

[The Bitcoin Historian @pete_rizzo_]

JUST IN: BILLIONAIRES PETER THIEL AND PALMER LUCKEY JUST RAISED $350,000,000 FOR THEIR NEW #BITCOIN AND CRYPTO BANK EREBOR

BTC BANKS. COMING SOON 🚀

[Crypto_boy🇩🇴🇩🇪 @crypto_boy2016]

I entered Bitcoin in 2016.
I bought early. I bought cheap.
Then 2017 happened.

Bitcoin went to Valhalla.
And yes - I bought the top too.

When the market turned, I didn’t disappear.
I didn’t panic.
I didn’t sell.

I kept buying.
$20k.
$15k.
$13k.
$10k.
$8k.
$5k.
$2.7k.

Every dip. Relentlessly.

Years later, the same people said:
“You were just lucky.”

Funny how “luck” only appears after you survive the drawdowns.

Now look at Kaspa.

I entered in 2023.
Early. Cheap.
Then 2024 - straight to Valhalla again.
And yes, I bought the top here too.

Now it’s dipping.
And I’m doing exactly what I did before:
DCA down.
Again.
And again.
And yes - I bought again today.

Same structure.
Same psychology.
Same patience.

They’ll call it luck again.
Until time exposes the difference between luck and conviction.

Watch Kaspa.
Watch the next years.
And remember who stayed calm while others talked.

Markets don’t reward noise.
They reward those who endure.

#kaspa $kas

[Hunter Beast 🕯️ @cryptoquick]

Okay, so here's the deal with quantum.
@Snowden leaked in 2013 the existence of a program called Penetrating Hard Targets. The NSA was working with defense contractors and the University of Maryland to build a quantum computer for the purposes of breaking public key cryptography. They've likely spent billions on this program in all its years of existence, though we can't know if that's true unless we have more patriots like Snowden step forward to call out the deep state on their evil shenanigans.
NIST has also been working on post-quantum cryptography. The shield against the sword. No cryptography gets published by NIST that doesn't also get approval from the NSA. They're joined at the hip.
It's possible that the NSA spent billions breaking cryptography just to give us cryptography to replace it.
They want to create the disease and sell the cure.
This is your deep state tax dollars at work. The spooks are at it again fellas. And quantum computing is not sovereign computing, they cost billions to make and millions to run, so good luck with that "don't trust, verify" principle.
What does this mean?
Well, for one, Bitcoin will be under threat someday. Could be that one day PsiQuantum or someone like them will be approached to fill the SBR with Satoshi's coins. Or maybe China wants to get in on the action after being late to the party.
The NSA is infamous in Bitcoin circles because Satoshi famously used the lesser-known and less popular secp256k1 curve despite the existence of the more widespread secp256r1, aka P256. P256 turns out to use hardcoded "random" constants that may have been suspiciously chosen. We can't prove they were randomly chosen. secp256k1 used the Koblitz curve as its starting constant, which is just simple multiplication and doesn't look suspiciously chosen.
This is part of a larger concern around kleptography, where cryptography is introduced that deliberately compromises secrets. They have in the past supported the distribution of a deliberately flawed RNG (Dual_EC_DRBG) and as far as I'm concerned, as a result, NIST has zero trustworthiness.
So what do we do? Well, we can't cargo cult NIST cryptography, for one. I think SLH-DSA is better because we can base it on SHA-256, which is not what the NSA recommends but Bitcoiners know it works perfectly fine and isn't anywhere near being broken, either cryptanalytically or via Grover's algorithm (@dallairedemers says we would need a quantum computer bigger than the Moon to run Grover's over a 256 bit hash). So, it makes sense to base signatures on them using hash-based cryptography approaches like SLH-DSA.
Fortunately we've had people like @n1ckler, @roasbeef, and @conduition_io have done deep dives into SLH-DSA and have found it to be solid. Also, it's worth noting that it was partly designed by the goat, DJB, @hashbreaker, who also built the curve used to secure Monero and Signal, and lots of other good and useful stuff.
Anyway, that's why I think the good "gold standard" case for cryptography we understand well and can use to our advantage is for SLH-DSA (also known as SPHINCS) to be used with BIP 360 in a tapleaf, along with a hybrid approach where we do not stop using secp256k1. We would base it on SHA-2 because we know that works well. We would probably not modify other security parameters in order to maintain hardware compatibility and acceleration. For NIST I level security, which is the same level of security that secp256k1 offers (@_weidai says it offers only 128 bits of security, despite its name), if used with BIP 360 and accounting for the witness discount, pk+sig size in the witness will be about 2,000 vB. For comparison, pk+sig for Schnorr is about 25 vB.
Yes, this will reduce the throughput of Bitcoin. We are actively planning how to handle the problem of scaling post-quantum cryptography on Bitcoin, but that's a separate problem, and judging by the mempool these days, I'm certain Bitcoin can handle that for some time. Besides, there's no reason to select a PQC option before Q-day is confirmed. Long exposure attacks will occur before short exposure attacks, and PQC is only necessary to protect against short exposure attacks. (For more on these definitions, please see the glossary for BIP 360 on https://t.co/H9G6OBA8bL)
I think we have a solid strategy around this and we will be working hard to execute and communicate it next year. Basically we want to get BIP 360 finalized, then come up with an SLH-DSA BIP, and deploy that to secure real money on the Anduro sidechain that leverages a specially designed quantum resistant bridge. We will also work on what to do about coins held in exposed public keys, fleshing out the Hourglass BIP more, also linked on https://t.co/H9G6OBA8bL. There's a ton of work left to do, but we have a solid and talented team and have received a lot of support from the community and among Core devs. If you want to help now, please read the recently rewritten version of BIP 360 that now has a third co-author, @isabelfoxenduke. You can find it on https://t.co/H9G6OBA8bL. More updates and info coming soon! Thanks to everyone involved for their help and support and please enjoy the holidays! Merry Christmas, everyone!
Also, I realize there are lots of conspiratorial claims in this post that don't always have a lot of evidence. Consider it part of a threat model with plausible incentive structures and reasoned speculation. Also remember, the spooks probably know a lot more than we know. That's just how spooks are.
Additionally, it's also fair to disclose that I now earn a living working on solving this problem that the NSA had a part in creating. I work for @andurobtc, which is incubated by @MARA. They have 5% of the hashrate and run Slipstream, which is essential for the design of a quantum resistant sidechain bridge, which is why I joined them a year ago. They've been incredibly supportive of my work so far, I even lead a small team of devs to help build all these solutions.
I remain a contractor and not an employee so that I can speak up if I see something I disagree with and I do not have a stake in the company itself so that I can maintain neutrality. Stocks are a boomer meme anyway (although I do appreciate the enthusiasm of the "MARA pigs" who sometimes pop up in my mentions). I'm a Bitcoin only guy and if I ever want to retire, then Bitcoin must surmount this threat, and the next.
Bitcoin is antifragile and a civilizational imperative.
Stay prepared, not scared, my friends.

[Captain Sats 𐤊 @plzsats]

Ethereum devs, Sompolinsky (see vid) founded $KAS

His old research (GHOST) is what Vitalik based $eth on. Casper is named after it. They were also one of the 1st to do a security audit of $btc

Want to expand your projects user base?
Devs are welcome to come build on KASPA

[Vers La Lune @alalunee]

bullish

[Joe Carlasare @JoeCarlasare]

Prominent “crypto” people who think “the cycle” over

Layah Heilpern
Ben Cowen
James Wynn
Peter Brandt
Bob Loukas
Willy Woo
Ansem
Chris Burniske

[Yonatan Sompolinsky @hashdag]

@binance,

Thanks for including me in the top 100 blockchain people list, appreciate the signal!

I must decline the Dubai invite though. I do not wish to disrespect, but many of the award voters are avid kaspians who rooted for my kaspa status at least as much as for my research. Let them win or count me out.

Crypto has turned from a euphoric cypherpunk project to a house-friendly casino. You may not be the culprit, but as a top player you hold the lion’s share of the responsibility to correct this, and the October crash your USDe oracle glitch helped trigger adds to what needs to be addressed.

There are three classes of crypto, as @mert put it recently: commercial crypto, casino crypto, cypherpunk crypto. <<Binance should hold a privilege policy for the latter.>> A TBTF CEX should know better and play a different game with hardcore crypto projects.

When binance lists a green frog three weeks post its “launch” but skips a fair-launched-Nakamoto-Consensus-100ms-upgrade-ATH-top-20-the-only-nonbitcoin-marathon-mined project, this is not merely binance rationally calculating; it is also binance molding the market in a way that is alas misaligned with the roots of the movement.

You may feel that kaspa’s sovereign money thesis is boring – that bitcoin is already money and that implementing an internet-speed bitcoin is useless - fine. Wrong but fine. But what’s the thesis for the green frog?

Money is a classic chicken-and-egg product. It is a scam up until one moment before tipping point, “most of the value comes from the value that others place in it.” Considering your resources and influence, I think it's safe to say you can serve as both the egg and the chicken and make it worth your while to push sound attempts towards tipping point.

@cz_binance tweeted recently that “strong projects will be listed.” But binance is part of what defines "strong", it bears responsibility for the market’s compass and impulse and definition of strong. It is not a read-only entity.

Binance listing fees are legit, they are just unfit for category cypherpunk. Kaspa devs and early supporters fairly mined less than half what satoshi and hals mined. We don’t have a 20% ZEC-style founders’ reward or protocol-enforced dev fund; this is not a jab at ZEC and the wonderful @Zooko, who was crashing in my car on a late Thursday back in the low ZEC MC days – if somebody deserves to win it is zooko – but assuming binance is not taking a maxi bet, it should revisit its relationship with hardcore crypto.

We are here through bull and bear, ICOs NFTs XYZs; and we are the source of confidence that restores faith and capital inflow post meme-induced or CEX-induced crashes.

Please fix this.

Thanks again,
hashdag

cc @michaelsuttonil

Exhibit A: Binance Innovation Zone
Exhibit B: 10 bps Nakamoto Consensus

[Vers La Lune @alalunee]

1 should be KASPA becomes fastest layer 1 network in the world. ALL while being POW.

[Yano 🟪 @JasonYanowitz]

You're telling me that in one week:

1) Stripe launched stablecoins in 100+ countries
2) Ramp launched stablecoin cards
3) Superstate launched onchain equities
4) Robinhood is building their own crypto platform
5) Biggest deal in crypto history (Coinbase/Deribit)
6) Meta is back in the stablecoin game
7) Ethereum shipped a massive upgrade
8) Bitcoin ripped through $100k

Wake up fam!

Internet capital markets are being built in real time and it's pretty damn cool.

[Elon Musk @elonmusk]

Interesting to think about

[Kaspa Daily @DailyKaspa]

This is how Kaspa runs after Crescendo upgrade.

[Christian Ludwig @christi61026749]

$KAS is now the fastest crypto in the world