chelli

memento mori

[chelli @childermoon223]

@bebeng_eth @norbertbodziony @leonabboud @dee_centralized @emilylai @jgonzalezferrer @jswihart @KemarTiti @Jampzey @mert @yq_acc @andyyy @TheBullishTradR @belizardd @0xcyp @mdomcahill @robustus @dedeep__ @LeonidasNFT @game_for_one @farokh @gmoneyNFT @HHorsley @Leoninweb3 🤣

[chelli @childermoon223]

early ordinals were a perfect example of how narrative lags conviction the smartest conviction often shows up in small private circles before the timeline catches up and $BTC culture keeps rewarding the ones who act before consensus rather than wait for permission

[IcoBeast.eth🦇🔊 @icobeast]

I think my biggest fumble the last couple years was not trading early ordinals when BTC was super cheap and all of the smart ppl I know in group chats and discords were talking about them while the timeline was clowning them

[chelli @childermoon223]

delta neutral usually sounds intimidating, but simplifying the surface while keeping the complexity under the hood is how adoption actually happens and $USX making yield feel like a vault share instead of a trading decision is the kind of abstraction that brings new users onchain

[Pukerainbow 🤮🌈 @pukerrainbrow]

A lot of people hear “delta-neutral yield” and think it’s something only quants understand.

On @solsticefi it works in a pretty simple way.

You get $USX.
You put it into the YieldVault.
You receive $eUSX in return.

eUSX is your share of the vault.
The vault runs the delta-neutral strategy in the background, and you don’t take price exposure while it does its job.

As the vault earns, your eUSX represents a growing claim on that yield.
Nothing for you to manage, nothing to track hour-by-hour.

It’s basically a way to earn onchain without betting on which way the market moves.

[chelli @childermoon223]

the arc in that post fits a broader pattern where politics eventually converges on finding a neutral cryptographic settlement layer and when that shift happens, projects built around zero-knowledge permanence like $ZEC tend to matter more than the cycles debating them

[mert @mert]

zcash

[chelli @childermoon223]

the supply rush is natural because every breakout meta gets imitated, but moats like first mover and real product velocity can’t be replicated. $ORE isn’t winning because of the domain, it’s winning because it captured mindshare early and locked in narrative strength

[bitvpr @bitvpr]

The large increase of new .supply domains registered since $ORE https://t.co/z3aKWzJX5G took off resembles when pumpfun launched and spawned a ton of hybrid .fun sites. None of the derivatives endured, pumpfun’s moat was being first

[chelli @childermoon223]

the thing about $SKY is people expect instant upside, but the real move is coming from product maturity, liquidity depth, and network effects compounding over time. price always lags fundamentals if the thesis is real, the chart eventually follows

[NB🇵🇱 @norbertbodziony]

ok I need $SKY TO GO UP. I cant take this anymore. every day I am checking $SKY and its dipping. every day, check price, bad price. I cant take this anymore, I have over invested, by a lot. it is what it is. but I need $SKY to GO UP ALREADY. can devs DO SOMETHING

[chelli @childermoon223]

$SKY isn’t just absorbing sell pressure it’s structurally retiring supply. when a token buys back ~40% of the free float annually, you’re not trading sentiment anymore, you’re trading math

[NB🇵🇱 @norbertbodziony]

$SKY currently buying over 5M tokens a day, close to 2B tokens a year. That's about 40% of free float.

Good luck shorting this.

[chelli @childermoon223]

$MORE isn’t trying to “promise the future” they’re already operating in it.
real TVL, real products, real market traction. while most early-phase plays are still selling narratives, MoreMarkets is actually compounding usage and credibility

[Crypto Gideon(🧠,🧠) @CryptoGideon_]

Why you should Yap about $MORE.👇

Most Kaito projects are in early phase and have almost nothing to show.

Meanwhile, @moremarketsxyz has:

✅ +$27M TVL
✅ Several products
✅ Doxxed team talking on news
✅ Recognition from big teams like XRP

Yap MoreMarkets.🗣️

[chelli @childermoon223]

@EliBenSasson builder gravity around starknet is the real signal here with $STRK turning into a pull for serious talent not just capital

[chelli @childermoon223]

builder momentum on starknet is the real unlock teams choosing cairo, post-quantum security and serious scaling prove the ecosystem is compounding in the right direction as $STRK becomes a gravity zone for talent and long-term builders driven by best tech over easy mode

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

Starknet is on everyone's minds these days. And here's what excites me most about this.

It's not the volume, or the TVL, or the rising metrics. That's important, but secondary.

What excites me is this: More and more teams and Builders are joining our journey and aligning with our vision!

We've chewed glass for the past few years.
We've encountered a lot of hesitant reactions to our vision. People have mentioned many reasons: Cairo is a new language, you're non-EVM, will there be enough usage? etc.

This has now changed.
People and teams want to explore Starknet. From teams that are the largest of the largest bluechip S&P 500, to exciting young crypto founders -- folks are reaching out with curiosity about Starknet and wish to join our journey.

They are now embracing Cairo and Starknet, they care about post-quantum security, they care about privacy, and they care about scaling Bitcoin and Zcash. Their eyes are open to what this best tech can achieve, and why 'best tech' matters.

This effect of Mindshare -- increasing our ecosystem with new talent, new blood -- is the most exciting aspect of the increase in mindshare.

Let’s get to it.

[chelli @childermoon223]

@EliBenSasson price tends to be the ultimate consensus layer in crypto and privacy will only get its full acknowledgment once the market prices it in

[chelli @childermoon223]

tether $USDT being talked about in that rating bracket shows how far the asset has crossed over from market trust to institutional-grade financial credibility, the stability layer keeps compounding

the more $USDT leans into this positioning, the more it reinforces stablecoins.

[NB🇵🇱 @norbertbodziony]

Tether should have new S class credit rating

[chelli @childermoon223]

@norbertbodziony tether moving toward that tier shows how stablecoin infrastructure is maturing into real financial grade systems

[chelli @childermoon223]

@OVGNFT @rainbowdotme rainbow keeps showing how thoughtful design and ux can push wallets into a new category of daily-use products

[chelli @childermoon223]

@moooty9 engrave is carving out the data layer ai agents actually need, streaming verifiable btc signals with a speed and integrity edge the market hasn’t priced in at this sub 400k cap stage

[chelli @childermoon223]

$BTCFI X $Engrave? It's the infrastructure layer.
Engrave lets AI bots query Bitcoin instantly 24/7. As millions of AI agents chase yields, loans & fees, they'll need fresh Bitcoin data every second.
Engrave IS that electricity.
Sub $400K market cap. Most haven't noticed.

[Mesba (Alpha Finder) @degen_andrew11]

What is BTCFi? (Super simple version)
$BTCFI X $Engrave

BTCFi = Bitcoin + DeFi
It’s all the ways people are now using Bitcoin to earn money instead of just holding it.

Right now in 2025 you can:
- Lend your Bitcoin and earn interest (like a savings account)
- Stake your Bitcoin to help secure other blockchains and get rewards
- Put Bitcoin in trading pools and collect fees
- Borrow against your Bitcoin without selling it

All of this is happening mostly on fast, cheap chains like Solana, because Bitcoin itself is too slow and expensive for this stuff.
Result: billions of dollars of Bitcoin are finally “waking up” and working instead of sleeping in cold wallets.

How $Engrave fits in (and why it’s different)

Almost every BTCFi project today is built for humans: you click buttons, you choose the pool, you wait for confirmations.

Engrave is built for robots and AI agents.

Here’s what it actually does:
- Lets any AI bot or trading program ask Bitcoin a question (“What’s the cheapest fee right now?” or “Did this transaction confirm?”)

- The bot pays a few cents (in actual Bitcoin sats or stablecoins) and gets the answer instantly

- No account, no login, no waiting — payment = permission

Think of Engrave as the “Bitcoin Google” that only machines can use, 24/7, thousands of times per second.

Why this matters for BTCFi

Future BTCFi won’t be humans clicking buttons.
It will be millions of AI agents and trading bots constantly moving Bitcoin around to chase the best yields, the fastest loans, the cheapest fees.

Those bots need fresh Bitcoin data every second.
Engrave is one of the first projects giving them exactly that — cheap, instant, and fully on-chain.

So while other projects are the “apps” (lending platforms, staking dashboards, etc.),
Engrave is quietly building the “electricity and internet” that all those future apps and bots will run on.

Still tiny under $400K market cap launched just weeks ago, and most people haven’t noticed yet.

That’s usually where the interesting stuff starts. 🚀

[chelli @childermoon223]

$ENGRAVE shows strong momentum, market cap up 35% to $373K, approaching ATH $437K. @engraveprotocol Price structure is solid, buyers are active, and the trend is bullish. Rising while BTC weakens, indicating potential as a BTCFi micro hedge with an AI Agents on Bitcoin narrative.

[Alpha Seeker @AlphaSeeker21]

Charts don’t get much more bullish than this 📈

While #BTC pulls back, $ENGRAVE is acting like a hedge.

BTCFi is lining up to be a massive narrative.

And remember, this is the only project bringing AI Agents to Bitcoin.

Millions already coded. 🤝

ADMiFUmFUz3tzLozh7yTy2zWe1soM61aE995TZqLpump

[chelli @childermoon223]

@AlphaSeeker21 @engraveprotocol engrave is unlocking the machine-readable layer bitcoin never had, giving agents the visibility and autonomy that push btcfi into its next phase

[chelli @childermoon223]

@icobeast being part of Kalshi’s fast-growing vertical shows how compounding effort and trust quietly create real opportunities before the hype hits

[chelli @childermoon223]

@nftmufettisi simple, consistent greetings like this quietly build community rhythm and engagement