That K guy

Reformed $KAS holder - now shitcoin maxi

[Kantian @kantianum]

🧵TOP 5 popular AI Agent frameworks in the last 7 days

Deepseek has shaken the AI sector, and AI agents are net losers so far.

From what I can tell, Deepseek is actually bullish for open-source and decentralized AI in general.

I view current price action as short-term volatility.

Some great entries across the board!

Here's the 5 most popular agentic frameworks in the last 7 days:

Ai16z - @ai16zdao
Pippin - @pippinlovesyou
Arc - @arcdotfun
Send - @sendaifun
Dreams - @daydreamsagents

Observation: Ai16z dominance is decreasing (should be expected), and Pippin is rising fast.

Volatility is especially high for AI agent coins, so be cautious.

Here's some brief information about the most popular AI agent frameworks:

[Kantian @kantianum]

The iconic 🌐 emoji trades at $1 million market cap on @emojicoindotfun.

🌐 captures the essence of Aptos culture.

If this goes bananas, it could turn into an incredible story for Aptos.

Word on the street is that some folks in the Aptos community are good storytellers. 👀

[That K guy @freethefee]

@kantianum @APTopia_xyz @Aptos congratulations mate!

bullish on your and Aptos 👀

[Kantian @kantianum]

Thrilled to announce that I’ve joined @APTopia_xyz as an ambassador!

2025 promises to be incredible for @Aptos and its ecosystem. 🌐

[Kantian @kantianum]

$COOKIE || @cookiedotfun

"DATA Infrastructure For AI Agents"

I bought COOKIE yesterday. I think it’s a solid play for the Agent infrastructure narrative.

Cookie Fun, launched by Cookie DAO, acts as a key data infra for the entire agentic ecosystem.

It tracks, analyzes, and provides insights for AI agents across all ecosystems.

If you lock 10K COOKIE ($3.9K USD) on Cookie Fun, you unlock Premium features that are incredibly useful.

▫️1. Cookie Fun’s increasing adoption

Cookie Fun is one of the top data distributors for the Agent narrative.

With tens of thousands of investors using it daily, it’s now a major player in the agentic infrastructure space.

You probably see everyday screenshots from Cookie Fun:

▫️2. COOKIE vs. the AI agent narrative

COOKIE’s market cap is sitting at $124 million.

The total agent market cap is $14 billion, and Cookie Fun tracks more than 1,300 agents.

If Cookie Fun remains relevant as key agentic infrastructure, there’s a lot of room for growth.

The current numbers already show an asymmetry in value.

When you factor in the potential of the overall AI agent market (still early at $14 billion), that gap becomes even clearer.

▫️3. High adaptability potential

Cookie Fun covers all kinds of AI agents—memes, infra, DeFi.

This versatility gives it a high chance of staying relevant, even if the agent narrative shifts to a different vertical.

The only question is: will the agent narrative stay relevant?

With so much enthusiasm, blockchains pivoting, and hackathons/grants supporting agent-focused projects, it feels like we’re just getting started.

COOKIE isn’t going anywhere imo.

▫️4. Beyond Cookie Fun

Cookie DAO isn’t just about Cookie Fun. The ecosystem also includes staking and farming.

Stakers qualify for airdrops from projects that use Cookie’s data solutions.

With Cookie DAO’s strong position in the space and their partnership with Cookie3 MarketingFi, they could easily expand their offerings.

▫️5. Exciting roadmap ahead

Cookie Fun will launch its own agent.
COOKIE token will deploy on Solana.
Cookie Fun v0.5 is coming soon.

▫️6. Mindshare versus. price

Using Cookie Fun premium features, we can compare the mindshare versus the price.

I like to see a strong decline in price while the mindshare is remaining stable. I expect a repricing son!

[That K guy @freethefee]

@kantianum i mean, it gotta be now or never

[Kantian @kantianum]

Things are about to get crazy.

Trump’s big announcements are setting up a super risk-driven environment for investors.

The S&P 500 is sitting at all-time highs.

On the crypto side, Trump’s mandate ceiling is still a mystery.

Overexpectations are allowed, and any disappointment is probably 8–12 months away.

HIGHER

[That K guy @freethefee]

@blocfivee INJECTIVE FOR THE W

[Kantian @kantianum]

$MOVE || @movementlabsxyz

MOVE chart looks nice here.

With the mainnet launch just around the corner, we can expect many apps to deploy right from day one.

Movement is an L2 on ETH, built on the MoveVM and that settles on Celestia.

-It’s highly scalable and fast.
-Movement Labs raised up to $40 million, ensuring plenty of funds to fuel ecosystem growth.
-Current market cap sits at $2 billion.

I’m starting to DCA now.

It might take some time to fully play out since the ecosystem isn’t live yet, but I’m confident $MOVE will perform strongly once it gains momentum.

When apps go live, there will also be staking opportunities and utility for MOVE tokens within the ecosystem.

At that point, I’ll likely increase my DCA as the token’s use case expands.

[That K guy @freethefee]

STUDY THE RED CHAIN!

[That K guy @freethefee]

@kantianum @_kaitoai man everyone is talking about kaito on X lmaoooo

10bn mcap is doable imo 😎😎🤑

[Kantian @kantianum]

|| @_kaitoai

"Is Kaito a Generational Airdrop In the Making?" 🧐

Kaito is a data-driven SocialFI platform that has been gaining lots of traction on X.

Its standout feature is the "Yaps Leaderboard," which ranks crypto KOLs based on their content performance.

Users earn "yaps" when they publish high-quality content.

Accumulating more yaps boosts their position on the leaderboard.

An airdrop is very likely to reward those who collect yaps over time.

To join, simply link your X account to Kaito and ensure your profile has a blue check.

Why could the Kaito Airdrop be a generational opportunity?

-> it solves a major pain point
-> Targeted audience has money
-> Kaito adoption is massive
-> SocialFI will boom

◽️1) It solves a major pain point

Crypto projects and Web3 marketing firms often struggle to find quality KOLs due to the prevalence of low-tier influencers and fake followers.

Identifying genuine contributors is time-consuming and inefficient.

Kaito addresses this issue with two key metrics: "smart followers" and "yaps."

These metrics allow projects to identify reliable KOLs quickly.

The platform also offers customizable leaderboards, enabling projects to track their most active contributors.

This creates two clear advantages:

- Projects can reward engaged contributors with ambassador roles or airdrops.

- The gamified design motivates users to produce more content, increasing visibility and engagement.

◽️2) High-stakes target audience

Kaito targets multi-million and billion-dollar crypto projects, giving it a unique edge.

Future TGEs like Monad, Berachain, Abstract, and Eclipse are expected to launch with billion-dollar valuations.

Solving challenges for these large-scale projects makes Kaito’s value proposition far stronger than addressing small-scale needs.

The web3 industry is also expecting to grow fast. Even better for long-term Kaito valuation thesis!

3) Kaito adoption is already massive

Prominent CT accounts discuss it often, and the leaderboard’s gamified nature drives top KOLs to compete.

This has generated significant buzz, with users constantly searching for ways to earn more yaps.

Adoption extends beyond users. Kaito has already partnered with major projects like Berachain, Monad, Quai Network, Sei, and Eclipse.

Kaito also raised up to $10 million. Backers include The Spartan Group, Dragonfly and Sequoia.

◽️4) SocialFI’s explosive potential

Attention has become the new oil.

With so crypto projects launching every day, the competition for consumer attention is fierce.

Kaito offers solutions that help projects capture this attention more efficiently.

This positions it as a key player in the rapidly growing SocialFI sector.

◽️Final thoughts

I think Kaito is on track for a massive valuation. It bridges SocialFI, InfoFI, and AI (kaito even runs a subnet on Bittensor/Tao).

If you are active on X, Kaito is worth exploring.

There is no cost to join, and the potential airdrop could be highly rewarding.

This post mainly focused on the "yaps" feature but Kaito also offers other tools, like the mindshare map.

It's overall make a valuable platform for investors, companies and marketers!

[That K guy @freethefee]

@kantianum @Aptos WAR MODE ON for APT

[That K guy @freethefee]

@kantianum @PropChainGlobal can't wait to see RWA narrative becoming hot again!

[That K guy @freethefee]

Study $TAO ecosystem 👀

[That K guy @freethefee]

@kantianum @Algorand man, algorand just caught me off guard. I wasn't expecting it to run so hard lol

[Kantian @kantianum]

$ALGO || @Algorand

It's hard to deny ALGO's strength at the moment.

Being around for years, Algorand has had ample time to establish key partnerships and expand its ecosystem.

Let's explore the current state of Algorand:

▫️TVL

Algorand's TVL currently ranks #41 on Defillama. The recent ALGO surge has been a key driver behind the TVL increase.

The stablecoin market cap currently stands at $61 million.

A defining feature of Algorand's ecosystem is its significant focus on RWAs (Real-World Assets): Lofty (property tokenization), Vesta Equity (property tokenization), and Meld Gold (gold tokenization) collectively contribute tens of millions in TVL.

Folks Finance, a cross-chain lending app, leads the Algorand ecosystem in TVL.

Overall, Algorand showcases a diverse ecosystem, combining core DeFi applications with more original projects.

▫️Onchain Trading Volume

Onchain trading volumes have been rising over the past two months, coinciding with ALGO's recent price outperformance.

Strong price action brings increased attention and activity to the ecosystem, which naturally results in higher volumes.

Tinyman remains the top Algorand DEX by trading volume.

Despite the growth, DEX volume on Algorand remains modest compared to other chains.

It will be interesting to see if Algorand can solidify its position as a leading Web3 ecosystem moving forward.

▫️Institutional and Real-World Adoption

Algorand stands out through numerous partnerships with established entities.

For instance, it will soon be possible to use an ALGO debit card thanks to a partnership between Immersive, Pera Wallet, and Mastercard.

Additionally, Algorand has collaborated with the United Nations Development Programme (UNDP) to launch a blockchain academy aimed at educating over 22,000 UNDP employees globally.

Moreover, Algorand has partnered with Hex Trust to support the banking sector's adoption of digital assets by offering secure custody solutions for institutional clients.

▫️Final thoughts

Years of building are clearly yielding results. Algorand's infrastructure is well-developed, supported by a highly engaged community.

The ecosystem is also showing signs of growth. There's no reason not to be bullish on ALGO, in my opinion.

Key accounts to follow from Algo community:

@cryptosquench
@lastsov
@thabisomkosi
@joyride_algo
@KVD17876630
@algoindex_
@realvaluevision
@sik_media87
@ivanferrua
@thabisomkosi
@MarcoGee12
@Hercules_algo
@MinnerAlgo
@Mr_Algosla
@AdyX1337
@algo_cats
@Hera_of_athens
@algomaniacss
@JaxNole_algo
@blockedbyherbie
@algo_willy
@Cryptofactory11
@508Crypto
@MrBagsAlgo
@DuckWhistles
@MyNameIsSimoni

[Kantian @kantianum]

$ZK || @zksync

"ZkSync Ignite Is Already Producing Significant Results"

zkSync Era has been on my radar for a while.

I think ZK could be an interesting play for the upcoming altseason.

The zkSync Foundation recently launched "zkSync Ignite," @ZKsyncIgnite an initiative designed to boost DeFi usage on ZK for the next nine months.

This could serve as a long-term growth catalyst for the ZK ecosystem!

Here's my reasoning for making a case for ZK:

> They have been one of the largest fundraisers of this cycle, securing approximately $458 million in funding.

> TVL has been rising steadily.

> ZK performance has been among the most solid across L2s.

> If an ETH season is approaching, ZK could be a major beneficiary.

> On-chain trading, both perp and spot, has shown significant improvement over the past few months.

> zkSync Ignite will contribute to onboarding and expanding ZK’s mindshare.

▫️Adoption

Several indicators suggest increasing adoption for ZK:

TVL

TVL currently stands at $200 million, reflecting strong growth since December 24, largely driven by the zkSync Ignite initiative.

TVL growth has been outpacing ZK's price, signaling meaningful ecosystem expansion.

The figure doubled in just one month, primarily fueled by AAVE. On December 1st, AAVE's TVL was around $6.31 million, now exceeding $34 million on zkSync.

Beyond AAVE, "Venus Core Pool," another lending protocol, also posted remarkable growth with a 165% increase in TVL over the last 30 days.

The stablecoin market cap has followed suit, climbing from $65 million to $110 million within the same period.

The emphasis on stable pools under zkSync Ignite appears to be delivering results, as stablecoin market cap expansion continues accelerating.

▫️On-Chain Trading Volume

zkSync has been steadily climbing the ranks in on-chain trading activity, particularly in derivatives volume.

Most derivative activity on zkSync comes from Satori Finance and Holdstation.

Holdstation, a native perpetuals platform on zkSync, recently expanded into the AI agent narrative with the launch of an AI-driven trading platform.

Currently, zkSync ranks #6 for derivative volumes.

For spot trading, it regularly places in the top 15.

Several multi-chain DEXs like Maverick and PancakeSwap are deployed on the network, while "Koi Finance" leads as the top native DEX by volume.

▫️Account Abstraction

Account Abstraction has been a key focus area.

Two standout features are: the ability to pay gas fees with ERC-20 tokens other than ETH and the use of smart contracts (paymasters) to cover transaction fees.

These upgrades simplify user onboarding and contribute to greater adoption.

▫️Final Thoughts

ZK appears to be a solid opportunity for gaining exposure to the Ethereum ecosystem.

Its market cap and project maturity seem well-positioned for further growth.

The next nine months, fueled by the zkSync Ignite initiative, could significantly expand the ecosystem's strength.

The substantial fundraising also adds a bullish factor.

zkSync Foundation has the resources to secure brand recognition and drive ecosystem expansion.

Key Accounts to follow from ZK community

@cryptotrader85
@XfintechROY
@Jay68319679
@XfintechROY
@Userjackcrypto
@BjarneCrypto
@itscam_eth
@critic_ftw
@TheZKnomist
@DinoMaxZK
@theHVS_
@WisdomZK
@ZKMessirve
@faizantariq26
@Lisancyt
@METASHITTER
@lilrikimaru9
@GrendelMarco
@zksemo
@Ozhar

[That K guy @freethefee]

@kantianum Both ecosystems offer big opportunities right now...bullish on $SUI and $APT!

[That K guy @freethefee]

Study SUI and APT 👀