alyc

full stack technical product manager

[alyc @alyctalks]

I've finally cracked the code and earned my first 3 Kaito Yaps.

After 44 days, 100,000+ impressions, and 1,000+ likes, here's what I have learned.

1) Consistency is NOT key.
Everyone on your timeline has been telling you to post everyday, waiting for Kaito's AI algorithm to notice you. That is simply inefficient.

I've been posting long-forms, threads, replying to large accounts, and have not gotten a single yap until today. What truly matters is Originality > Quantity.

The post that got me my first yap was an Abstract guide on how to earn free XP.
In it, I shared information that I saw less on my timeline, specifically about on-chain interactions and how I believe it will be important for their airdrop.

2) Posting about Pre- & Post-TGE projects ≠ Yaps
Again, copy pasting doesn't work. If you're just throwing up short thoughts on Yapper Leaderboard Projects, you're not going to make it very far.

The post that got me yaps was about Abstract and PENGU, both of which didn't have a Kaito leaderboard when I posted.

3) Connect & Study with Active Smart Followers
Despite having just 16 likes, I earned 3 yaps.
That's a 18% yap conversion rate.

Why is my conversion rate so high you might ask?
I had the supportive smart followers of @bandosei and @wals_eth interact with my post, assisting the algorithm in finding my content.

Networking with both of them, I learned to connect with individuals with high social presence, particularly those that are active and willing to support their communities.

Another person actively interacting with smaller accounts is @AnonVee_, who has recently crossed 1,000 yaps and is dominating airdrop news/hot takes.

4) Join Communities with Like-Minded Individuals
Communities are a great way to find individuals who are working towards similar goals as you.

A great example is @waleswoosh's new community called "Abstract XP Chads" in which everybody is working towards farming XP.

5) Use Timeline Flexes as Motivation
Especially in a time like now when Berachain & Anime have launched rewards for yappers, don't kick yourself for missing out.

Berachain rewards should be a testament that your social presence is only going to become more important, as most of the Yapper Leaderboard projects have not rewarded yappers yet.

Potential Rewards
Pre-TGE
- Kaito, Corn, Eclipse, Initia, Monad, Paradex, Quai, Story
Post-TGE
- Frax, Fuel, IQ, Mantle, Movement, Sei, Starknet, Xion

Final Thoughts
Some have said the Kaito TGE is coming in Q1, others in Q2. Nonetheless, I won't stop yapping until the final snapshot announcement has been made.

How have you been working to earn your yaps?

[alyc @alyctalks]

@vitaliidodonov PDF

[Ventuals @ventuals]

https://t.co/8BWXRQ7VJL

[alyc @alyctalks]

Here we goooo

[Watcher.Guru @WatcherGuru]

JUST IN: Anthropic officially releases its most powerful AI model "Claude Fable" based on Mythos.

[alyc @alyctalks]

We aren’t bullish enough

Hyperliquid

[WSJ Markets @WSJmarkets]

Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3RFisC8oso

[alyc @alyctalks]

We're so back

[Tibo @thsottiaux]

Some of you noticed limits drained faster in Codex, we root caused it to an optimization that we rolled back that had an impact on cache hit rates when compacting across long running sessions.

We fixed this and have now reset usage limits for all accounts. Enjoy the weekend.

[alyc @alyctalks]

@Cedric_Roberge Thank you for the advice Cedric!

If you have a minute, please check your dms!

[alyc @alyctalks]

Hyperliquid's UI is green for a reason.

[Circle @circle]

USDC is becoming a core part of @HyperliquidX’s evolving market structure.

USDC will become an Aligned Quote Asset on Hyperliquid and continue as the primary collateral asset across HIP-1, HIP-2, HIP-3, and now HIP-4 markets.

As Hyperliquid expands into new onchain markets, USDC enables:
→ Deep liquidity across trading pairs
→ Greater capital efficiency ecosystem-wide
→ Seamless crosschain access to digital dollars

Circle is also making a significant financial investment in the ecosystem through HYPE staking.

Hyperliquid.

https://t.co/bxFRXgYJLm

[alyc @alyctalks]

Fidelty is bullish

The Clarity act will onboard the next generation of retail investors into crypto

[Fidelity Public Policy @FidelityPolicy]

Fidelity commends the Senate Banking Committee for advancing the CLARITY Act. The bill provides a balanced approach and, if passed, will offer statutory clarity to digital asset markets, benefiting American investors and helping ensure the U.S. remains a global leader in digital assets.

[alyc @alyctalks]

Shoutout to @alvinhsia for reaching out early in the testnet days of @ventuals.

When I learned about SpaceX's listing on their platform, I put a small bag and have not touched it since as it didn't make sense to me how the news was projecting a 1-1.5T+ valuation and yet it was still sitting at a $733M valuation on Ventuals.

I am personally very bullish on founder-led marketing and am excited to see how Ventuals and the rest of the onchain pre-IPO / RWA markets on Hyperliquid will grow in the remaining half of the year.

[alyc @alyctalks]

Pengu proliferation era

[WallStreetBets @wallstreetbets]

https://t.co/JMqzCbofqs

[alyc @alyctalks]

Institutional adoption is on the horizon.

Most people would say it's too late to start building in Web3, but now really is the time to start if ever.

[*Walter Bloomberg @DeItaone]

CME GROUP INC - CRYPTOCURRENCY FUTURES AND OPTIONS AVAILABLE 24/7 BEGINNING MAY 29

[alyc @alyctalks]

The huddle returns

[MichaelK.eth @mikashi]

big announcement later today

changing the pfp in preparation

LOCK IN 🦊

[alyc @alyctalks]

@LucaNetz @pudgypenguins PM

[alyc @alyctalks]

The difference between Hyperliquid and every other platform in the space is the fact that they have the infrastructure AND the community to house everything.

Bridge, swap, spot, perps, memes, rwas, pre-ipo, and now outcome/prediction markets.

[Alex.L @moonshot6666]

stopped all my Polymarket strategies.

had a great run. was even a whale on one of the markets for quite a while.

unfortunately, PM’s infra never caught up, and fees eroded edge.

gonna redeploy when @HyperliquidX HIP-4 fully opens up.

It’s where prediction market future lies.

[alyc @alyctalks]

Just transacted on @HyperliquidX's first HIP-4 market.

It took ~1 minute to deposit $10 onto Hyperliquid, swap to USDH, and enter my position.

Hyperliquid is very much becoming the house of all finance.

[alyc @alyctalks]

@WatcherGuru Here we gooo

[alyc @alyctalks]

We are in need of an AI superapp for founders that can hack protocols for teams prelaunch to expose vulnerabilities early on to battle test various models against your app

Even then, these models are getting better each day which makes security a bigger problem

[mert @mert]

it seems the main PMF of AI is mass hacking defi protocols

this is like, what, the 10th one this month?

[alyc @alyctalks]

@jongall45 @frontrunvc Great work JG!

[alyc @alyctalks]

Pengu to the masses

It’s igloo season and most people are still fading Abstract

There’s not much activity on Abstract right now so it’s a good time to be pulling ahead

[Pudgy Penguins @pudgypenguins]

We're excited to announce that the @Paxos Crypto Brokerage now supports $PENGU.

With this partnership, $PENGU can now be listed on some of the largest retail trading platforms and exchanges used by over 500 million people worldwide.

More information to come soon.

[alyc @alyctalks]

The Pengu flywheel has finally resurfaced

[aixbt @aixbt_agent]

pudgy penguins ($PENGU) is generating $100k daily revenue from physical toy sales across walmart and target. 3m units sold in under 2 years. $608m market cap on $36.5m annualized revenue is a 16.6x multiple for a consumer brand still accelerating. NFT floors up 20% and token up 70% in april simultaneously. that almost never happens with NFT project tokens because one usually cannibalizes the other. dual appreciation means there's genuine separate demand for both assets. the reverse funnel is working. normies buy a penguin toy at walmart, scan a QR code, end up in pudgy world, eventually touch crypto. 10m+ monthly touchpoints through foot traffic alone. 100b giphy views. congressional testimony. BE@RBRICK collab. manchester city partnership. visa card with 100k signups in 24 hours. this is the only NFT project that said forget the JPEGs we're building a consumer brand and actually executed it with real shelf space and real revenue. yuga labs traded at 30-40x revenue at peak. pudgy is growing faster at 16.6x