kapanV

Contributor at @MyAlphaDrops
DeFi explorer

[kapanV @kapanv_]

-Always look for the projects that have a future.
If a project has no usecase, move on!

-Always protect your initial investment.
If the selling pressure is bigger than buying pressure, move on!

-Always be patient.
You will get the sunshine eventually.

[Alpha Drops @myAlphaDrops]

Alpha Drops website has been completely redesigned from the ground up!

✨ What's new:
• Revamped airdrops page with better UI
• Track active & past claims
• Crosschain Swap powered by @lifiprotocol
• Vote for your favorite projects
• Bookmark airdrops you're interested in
• Mark tasks as completed
• Useful tools section (more to be added)

Check it out now:
👉 https://t.co/RVO7V4va6L

Still working on improvements and enriching the airdrop details and tasks

[kapanV @kapanv_]

@virtuals_io (4) Humanoids.

[kapanV @kapanv_]

Whatever happened there..

You know the story. The entire crypto market freaked out and everyone was looking for a quick exit.

>People panic sold into thin books causing prices to go down. Most of the price crashes were limited entirely to Binance.
> Depeg on Ethena's USDe marked down collaterals that deepened the liquidations.

Know Your Products (KYP) - CEXes

Binance went down.
Robinhood went down.
Coinbase went down.
Meanwhile CoinGlass were targeted by a large-scale proxy attack.

Know Your Products (KYP) - DEXes

> @Lighter_xyz went down. (4.5 hour period of time)

> @avantisfi was up but I wasn't able to trade. Withdrawals were working fine.

> @Backpack users ended up with bad dept and getting rekt again after new deposits. https://t.co/VsQin4W2Wf

> @HyperliquidX 100% uptime with zero bad dept. However, ADL came in to effect and auto deleveraged shorters. Users were forced to close their short positions until they cannot be paid anymore by longers. https://t.co/xijpHo7Izm

Notes
Ethereum fees surged up to $2k per transaction.
Solana had 97% tx fail rate during peak.
Aave hard coded the USDe peg to avoid further damage.
DEXes over CEXes. Zero down time. Price feeds from chanlink did great.
BlackRock bought 45,000 $BTC worth $5 billion at an average price of $105,000.

[Doug Colkitt @0xdoug]

1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer.

What is ADL? How does it work? And why does it exist?

[Aerodrome @AerodromeFi]

The first Community Launch made Aerodrome the #1 revenue DeFi protocol in its debut.

...maybe it's time for Round 2.

[kapanV @kapanv_]

Ecosystem Overview - @virtuals_io

New launch model
The Virtuals team is shifting focus here. It’s not about short-term hype but long-term conviction. Unicorn represents a deeper commitment to sustainable ecosystem growth.

Key Highlights
-30% of the trading fees go to ACP incentives for network growth and agent-to-agent payments.

-Teams may optionally purchase up to 45% of total supply (the full liquidity pool) during the creation phase. If a founder chooses not to purchase his own token, nobody will.

-veVirtual holders and active ACP users based on Butler usage will receive airdrops from each launch. A snapshot is taken at the end of each epoch which determines the airdrop allocation in next epoch.

ACP Marketplace
$Game: Captures 1% of every $VIRTUAL that Butler processes through ACP. The treasury is already active and there’s speculation about possible buybacks in the near future. 👀

$Luna: Expected to pivot into embodied AI, fulfilling a dream mentioned by @everythingempty in 2024.

$AXR: Serves as the default trading platform, supporting token swaps along with stop-loss and take-profit orders (conditional buys are not yet available).

Note: The agent_usage_count metrics currently differ between the Butler dashboard and the main Virtuals site.

Why ACP Matters?
x402 standard: As Sam Altman noted, OpenAI is exploring new monetization models for AI services.

ERC-8004: AI assistants that securely interact with other services through trusted intermediaries like Anthropic.

ACP is designed to unify these interactions into a trust-based ecosystem. Copying the tech may be easy. Building an ecosystem around it is not.

Gameplay
The first week’s points snapshot has been taken, but trading activity continues to earn points. Starting Week 4, only Butler usage and veVirtual holdings will qualify for airdrops.

-Although not officially confirmed, it’s expected that fees spent through Butler will yield the highest rewards.

-Users must link their X account via the Virtuals website to begin with.

-Team wants to push the limits here and confirms that Butler is not perfect, rather it is in discovery phase.

Trending Ecosystem Agents
$Tibbir: Possible stealth launch. Find more details: https://t.co/Td7GAHHbgI

$Facy: You can tag @ArAIstotle for fast checks. Building Web3’s truth infrastructure.

Robotics
$Vader: Developing high-quality datasets for robot training.
$Robot: Constructing a scalable cloud platform for simulation workloads, an essential backbone for robotic learning.

Prediction Markets
$Predi: Enables onchain betting directly from a tweet. Live odds integration is on the horizon.
$Billy: Integrates with Polymarket, starting next week.

[Altcoinist @Altcoinist]

Ribbit Hole breakdown of "I have no idea":

1. Micky has been signaling stealth mode since Jan 11 (first PFP change to the stealth launch of tibbir, recent cover photo change). The involved players are clearly under NDA (Ribbit members, Virtuals, Crossmint etc.)

2. While the $TIBBIR token has been launched, allowing early believers to have entry/community to form, the project is still in stealth mode. If the token is live, by project, logically we can only mean a product, built in stealth (like Stripe & Paradigm's @tempo )

3. Ribbit Capital has been involved in multiple stealth-launched projects. The firm is also extremely "stealthy", with 6 tweets on their X account while managing $15 billion in assets. Interesting statistic: most of their stealth projects emerged from stealth in Oct/Nov.

4. A podcast with the founder is NOT the right moment and the professional way for a project to go live. Properly timed announcements, partnerships, and exchange listings are. (hint: @ribbita2025 's date & followed accs)

5. With that said, when @RaoulGMI asked about @mickymalka about $TIBBIR, the only thing that Micky was "allowed" to say is "I have no idea". Even the slightest information would break the stealth mode, which again, is not a proper and professional way to emerge from stealth mode.

6. However, Raoul's reaction ( "I don't believe you for a second" ) and their laugh that followed the convo was the maximum "help" they could give to the community, eagerly waiting for more information.

TL;DR: Everything is proceeding according to the well-designed plan/go-to-market. The only thing we need here is patience... 🐸

[kapanV @kapanv_]

@everythingempty @0xA1t That's right. Already informed and sent wallet adresses to @miratisu_ps regarding this situation. I'm sure she'll handle.

[kapanV @kapanv_]

I totally understand that millions of wallets have been farming on #Zora and the airdrop would turn into peanuts anyway.

But this 🤦‍♂️

[kapanV @kapanv_]

Hanging in!

Best is yet to come!

[kapanV @kapanv_]

Saturday Night Fever over here..

Let's not forget although 90% of the L2's are ghost towns, assets are ideally paired with Ethereum in there.

- Is interop going to solve fragmentation indefinetly?

- What's on the roadmap that would prove Ethereum is more than a utility token?

- Can there be a solution that everyone wins?

[kapanV @kapanv_]

Prescription to $ETH holders. Good for your health too.

[kapanV @kapanv_]

.@avantisfi just got better with Zero Fees, powered by @PythNetwork obviously!

[kapanV @kapanv_]

@IvanAndrushenko https://t.co/ZWWkeT7G40

[kapanV @kapanv_]

Hanging in!

Best is yet to come!

[kapanV @kapanv_]

Killer APPs in Ethereum and the Contradiction

Many people claimed over and over again: 'one killer app is enough to ride the cycle'.

- Is Ethereum lagging due to lack of developers?
Ethereum FUD is real with the increasing contradictions among thought leaders.

- Ethereum has been shipping lots of good projects while smart money has lost its direction over the last year. The fact that Vitalik is shitting on https://t.co/i3E4AbMfVd does NOT change the fact that users have been shifting towards same approach.

- @VitalikButerin is using hell of a way to force developers despite chain metrics prove otherwise!
https://t.co/5fOiftsmf6

The Contradiction

- @farcaster_xyz is a great APP that promotes and rewards quality contents. The community enjoys the idea of getting rewarded and creating tokens via projects like @clankeronbase. Despite added to the @CoinbaseAssets roadmap two months ago, there's not a single update. Clanker ecosystem has a great potential to bring attention on X app with the @bankrbot. Just like https://t.co/i3E4AbMfVd and even better.

- @zora is also shifted towards the same narrative: Every post is a memecoin.

- @virtuals_io brought over $7B TVL into @base ecosystem. Despite @everythingempty stated they have been getting huge support from Base team, $Virtual token fails to satisfy the listing criteria for @coinbase while it does fulfill Binance listings.

Yes, everybody knows that Vitalik is into long-term revolutions but Ethereum community is looking exhausted already and deserve to ride the trend once in a while!

[Velodrome @VelodromeFi]

To jumpstart growth, @superseed has bought and locked 1.5M veVELO to guide emissions for key pairs and has approved $250-500K in incentives to boost liquidity on Velodrome.

[kapanV @kapanv_]

Hanging in!

Best is yet to come!

[Chainlink @chainlink]

Velodrome is a decentralized exchange and liquidity marketplace on the Superchain, serving as the leading DEX on multiple layer 2s.

@VelodromeFi, in collaboration with @hack_bg, has integrated Chainlink Automation to help power protocol operations on OP Mainnet and across the Superchain—starting with reward distributions.

[kapanV @kapanv_]

@whip_queen_ When do you think 2.0 goes live? It should be this week based on your previous post.

[Aram Z @AramzCrypto]

Built this game for @Farcade_AI using @grok and Claude

- No coding
- No $ spent
- 100% AI-Generated in a few hours

[Prakarsh | Blockchain Balak @blockchainbalak]

Vitalik waiting in to be let it in for the Vitalik panel

[The Block @TheBlockCo]

EXCLUSIVE: Axelar Foundation discloses $30 million in AXL token sales as it expands interoperability protocol https://t.co/TqqlNGvRBm