Angelsdazzle

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[Angelsdazzle @dazzleangls]

@Kaffchad Private markets could be a major unlock for $NEAR

[Kaff 📊 @Kaffchad]

https://t.co/FkMia1kCYw

[Angelsdazzle @dazzleangls]

@Defi_Neo Real yield is what actually matters

[NEO @Defi_Neo]

https://t.co/ipTXxPco27

[Fabius DeFi @FabiusDefi]

GM, sharing a few sources for paid deals 💎

(maybe a good fit for small to mid-sized CTs)

> @creator_wire

App is live, campaigns are starting to show up under the “Opportunity” section.

The featured one with @DualMintRWA looks pretty interesting imo.

Join directly through the app homepage.

> @apcollective

Quite a few campaigns are currently live with attractive reward pools through @APCollectiveHub.

How to join:

- via the public campaign quest links
- join Discord
- set up the TG bot

> @mimix_xyz (prev. Tunnl)

They occasionally run pools ranging from a few hundred to a few k $.

How to join: directly through the app.

Even though the rewards usually aren’t that big, from a few dozen to a few hundred bucks,

I still see these as pretty solid and consistent sources of collab deals for CTs.

[Angelsdazzle @dazzleangls]

@0xBispo Good morning

[Angelsdazzle @dazzleangls]

@Kaffchad AI needs privacy rails

[Kaff 📊 @Kaffchad]

Along with tokenized stocks, many signs point to private inference being the next big AI narrative in crypto.

Not because everyone suddenly becomes a privacy maxi, but because AI data is slowly turning into capital.

For most of the internet era, we gave platforms our data because the product we got back was worth more than whatever we thought the data was worth.

AI makes that bargain way more uncomfortable. And the value of information depends on what the machine receiving it can actually do with it.

An agent that can reason at an expert level, search, code, use APIs, operate a browser, remember everything and execute work for days can extract a lot more value from the exact same context.

The more useful the agent gets, the more context it needs.

The more context it needs, the dumber it becomes to hand all of that context permanently to one intelligence provider.

Agents will take all my email + docs + calendar + code + browser + contacts + payments + previous conversations + persistent memory + credentials + business systems.

Gartner thinks task-specific agents could exist inside as much as 40% of enterprise apps by the end of 2026, vs <5% in 2025.

The OpenAI/Buckmaster situation caught my attention even though OpenAI later said his private Codex prompts could not have influenced its result, including through training.

This means the privacy problem changes from protecting one prompt to protecting your entire operating context.

The narrative is already starting to show up in infra spending.

– AI-optimized IaaS is forecast at $42.3B this year, almost +96% YoY.

– inference is expected to hit $23.3B in 2026 vs $19B for training

– ~59% of a $66.1B AI infra market in 2027 should be inference, or roughly $39B

AI is moving from building intelligence to consuming intelligence. And crypto actually has a pretty natural place to long the inference market.

@AskVenice | $VVV: ZDR, TEE and client-side E2EE into TEE routes, while x402 lets agents purchase API access without traditional billing. 3.5M users, ~2M API calls/day and ~1.3T tokens/month.

@Bittensor | $TAO: the production + incentive layer for private inference, emissions bootstrap supply → confidential APIs turn it into paid demand → customer revenue replaces subsidies.

@chutes_ai | #SN64: turns GPU supply into cheap private inference, with 14 live TEE models + self-serve confidential GPUs from $1.80/hr.

@NEARProtocol | $NEAR: user-owned AI stack for private inference + agents. 40+ models on NEAR AI Cloud inside Intel TDX + NVIDIA GPU TEEs with attestation per request, 500k+ $NEAR staked into confidential inference.

@nillion | ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47: building the private data plane for AI with encrypted storage + private RAG + TEE inference, already at 112.6K users, 643.8M docs stored and 1.4M inference calls.

@PhalaNetwork | ethereum:0x6c5ba91642f10282b576d91922ae6448c9d52f4e: using Intel TDX + NVIDIA GPU TEEs, attestation + per-call receipts to keep prompts/agent memory confidential at near-native performance.

@orbiodotso | robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3: the financial + distribution layer for inference, 400+ models with tradable $1 CREDITs agents can buy, sell and burn into API usage.

@AskSurplus | base:0xc52aedec3374422d7510e294cfaa90799595cba3: the exchange layer for inference, routing buyers to the cheapest healthy model capacity with USDC/x402 settlement. ~36M requests/28d + ~87% average discount.

@usedotai | $DOT: private inference layer routing across open/frontier models with ZDR, PII masking, blinded credits + x402, claiming 3.9B tokens served in 7d.

Def not all ppl are leaving ChatGPT/Claude to use all these projects, but some will start asking:

“Why tf would I expose my proprietary context when the private model is already good enough and costs the same or less?”

$VVV hitting ATH showed us the market is starting to spot the narrative. I’m seeing some trades here.

[Angelsdazzle @dazzleangls]

@Okada_DeFi0x Second wave loading

[Angelsdazzle @dazzleangls]

@Okada_DeFi0x @arc @peachlfg Interesting launchpad

[Angelsdazzle @dazzleangls]

@Nick_Researcher @arc Forkable models but only a few will capture volume

[Nick Research @Nick_Researcher]

Unpopular opinion: @arc is hot, but its eco looks like a copycat of Robinhood

as you might know, i’ve spent the past few days digging through Arc projects before public mainnet

the clearest signal: 50+ launchpads already exist

well you know Robinhood started the tokenized stock + memecoin launchpad war with @ponsdotfamily, @longdotxyz and others

then the same model then expanded to:
- Solana: $STONK, $EMBER
- BNB Chain: $BREW
- Now Arc: dozens of similar platforms

imho, launchpads are EAST TO FORK

and there is a reason devs keep choosing this model → it generates REAL FEES only with a “low” effort

current launchpad sector metrics:

- $241.4M TVL
- $77.3M fees in 7D
- $25.2M revenue in 7D

$PONS alone generated $45.9M in 7D fees and $7.5M in revenue

on a new chain, a launchpad is one of the fastest ways to attract liquidity, create assets and capture trading fees

i see the same pattern with gamified NFTs

the narrative gained traction on Robinhood → now devs are bringing similar concepts to Arc and Ink

my concern is the lack of native, differentiated protocols on Arc

i’ve tried to find projects that could create a new category or narrative, but there are only a few

most major Day-1 deployments are established DeFi protocols such as Uniswap, Aave and Fluid

strong infra, but they are not uniquely Arc

for now, my main Arc thesis is the LAUNCHPAD WAR

i expect it to be brutal from the first day of public mainnet

there may be more 50+ competitors, but I believe only 1-2 will survive and eventually control most of the volume

that's why i worked hard to filter out the real leader this week

S-tier rank projects are those i believe have a real edge before launch
- @liftdotfun
- @minarafun
- @TradePools
- @akadotfun
- @Arguspad
- @TollyLabs

still to much, but i think at least one of them will outperform and thrive

i could be completely wrong if Arc mainnet launches with several strong native protocols that are still under wraps

@jerallaire might already notice this situation, real founder keeps building iykyk

but i’d rather plan around the facts & signals available today than speculate about products i haven’t seen

Arc will receive major attention at launch

i wonder how quickly that attention converts into sustainable liquidity and how long it stays there

hype may come and go very quickly

be ready, be wise fam!

[Angelsdazzle @dazzleangls]

@0xBispo Good morning

[Angelsdazzle @dazzleangls]

@Defi_Rocketeer Definitely worth doing the homework early

[Defi Rocketeer @Defi_Rocketeer]

Arc mainnet opens in a week and I know half of you are too deep in RH trenches rn to even bother doing homework on the next chain lol.

As usual, CT gonna hunt the first cat, first NFT mint, and probably an $ARC airdrop before understanding what Circle is actually launching here.

The chain already has 100+ institutional/ecosystem builders inside private mainnet before public launch.

Circle is bringing App Kits, Onramp, CCTP v3, cirBTC, EURC, Arc Studio and Agent Stack into the launch surface.

Aave, Aerodrome, Morpho, Uniswap + liquidity names like FalconX, Galaxy, GSR, Keyrock and XFX are also already attached to the ecosystem.

But ik nobody came here to read institutional infra porn, you want the early trenches.

1/ Launchpad

@Lolpad_ : stock-pair × meme pad, launch against USDC or NVDA/GOOGL, curve then locked Uni v4.

@Flutchdotfun : multichain launch infra bundling token creation, swaps, bridges, LP locks + anti-snipe.

@actfunxyz : social-first Arc launchpad mixing meme mining, bonding curves, livestreams + NFTs.

@bozodotfun : skips bonding curves entirely and launches tokens straight into locked Uni v4 pools.

@warponarc : bonding-curve pad + terminal, using Circle CCTP intents to let users buy Arc tokens directly with USDC from other chains.

@minarafun : launching directly into locked v4 liquidity with a 3-second anti-snipe tax.

@akadotfun : MemeFi launchpad where its 2% trading fee funds creators, holders, referrals + an RWA treasury buying tokenized stocks.

@Fliptfun : curve launchpad where early buyers stay bonded as LPs after graduation and earn USDC fees.

2/ DEX - Terminal

@Sidoorxyz : Arc terminal for bridge, launch, trade, with queued USDC + auto-snipe.

@TowerExchange : DEX agg with its own AMM + StableFX rails underneath.

@UnitFlowFinance : full-stack DeFi hub combining AMM, lending, bridging and token launches.

@synthra_finance : DEX with spot + concentrated liquidity + perps.

@TollyLabs : launchpad + intel terminal combining permanently locked USDC pools.

@ArcDEXScan : indexing pools across the ecosystem with charts, swaps + portfolio tracking.

3/ NFT

@Orixaxyz : NFT marketplace + launchpad with Orixians as its genesis collection.

@ArclingsNFT : 6,283 fully onchain 1-bit PFPs.

@Arcins__ : 10k cheap sprite PFPs.

@Arc_Punks : 10k CryptoPunks fork that minted on early Arc.

@KyneraOnArc : original-character Genesis Kynari PFPs deployed during private mainnet beta.

@Arcadiansnft_ : 5k sci-fi PFPs.

4/ Others

@AIsaOneHQ : AI agent infra giving agents one API for 100+ models/tools with per-call USDC payments via x402 + Circle Gateway.

@flezpay : African retail POS/payments app bringing USDC settlement to 1,000+ merchants.

@landsonarc : early virtual land NFT on Arc with mint teasers.

I’m aligned with the new trenches bro.

[Angelsdazzle @dazzleangls]

@Okada_DeFi0x $BASECAT looking ready for another move

[Angelsdazzle @dazzleangls]

@Kaffchad @canopyfinance @v4dotfun @RobinhoodApp MetaDAO framing actually makes sense here

[Kaff 📊 @Kaffchad]

Just been digging into @canopyfinance | canopy:native on RH, the stack behind @v4dotfun.

Ppl are calling it the MetaDAO of v4, and that framing actually fits more than the agent decks on the site.

The launchpad trying to own tech listings on @RobinhoodApp, then route activity back into canopy:native.

How the loop works:

– Projects launch on @v4dotfun

– Creators take up to 5% of flow. Protocol cut is supposed to buy and burn canopy:native

– 1% of every new token’s supply goes to canopy:native holders with at least $150 in the bag

– Projects can burn $200 of canopy:native for a badge (a paid filter)

– canopy:native flow can buy tokenized stocks into an Endowment. Burn canopy:native, redeem pro-rata stock.

Live numbers so far:

> ~$5.1M all-time volume since mid-Aug, printed a ~$1M day on the last snapshot

> ~$140k–$188k already paid out to creators

> Top flow so far: $ORDO ~$2.5M vol, $SCL ~$1.1M, $PYRE ~$870k vol

> ~238M canopy:native burned (~23.8% supply)

The performance of canopy:native is most depend on v4 volume.

If v4 keeps printing days like that, canopy:native fair price should be $10M. Still early and small. NFA.

Plus: dev is @0xmazzy. Been shipping since July: launchpad, Gen2 profiles, Ordo RPC, TG bot with fees pointed at canopy:native buybacks.

I'm already holding canopy:native, looking for $10M if v4 ships!

[Angelsdazzle @dazzleangls]

🥰🥰

[Angelsdazzle @dazzleangls]

@Defi_Edward NATION is building something way bigger than a token