Yesh

NoOne

[zinc @zinceth]

I'm bullish on $DRILL mainly because of the tokenomics. Insanely well designed:

- $DRILL is deflationary. Every rig run carries a ~4.6% house edge in the token's favor. Most similar yield projects inflate the coin to pay you. Linked a tweet.

- The plots are deflationary. Half of your ETH yield is locked until you burn the plot. People will burn to claim it when their yield is high enough to justify doing so. As more plots get burnt, yield per plot also increases, meaning not only is there less plots on the market, but also each plot earns more yield.

- The game generates/encourages swap volume. Most yield projects need outside speculators trading for fees to accrue, and that dries up quickly without catalysts or hype. Playing this requires buying $DRILL to place rigs, and since there's the house edge, you will run out of $DRILL over time and need to continuously buy more to keep leveling up your plots and increasing your yield. The 5% swap fee splits 4% to plot holders and 1% to the team. Other projects with similar taxes take a bigger cut or route it to a treasury instead of paying yield.

It's a somewhat fun game to grind because of the different strategies. There's ways for everyone to play. If you're someone with a small port that wants to earn some money, you can farm ores on other people's open plots and sell them on the market. If you have a big portfolio, you can speedrun level 20 plots and maximize your yield early on. If you don't have time to play the game, you can speculate on the coin or leave your own plots open, which means you earn a cut of every rig other people run on your land.

The team already talked about territory wars and further exploration coming, and they've pushed tons of updates already.

Most other yield projects are either super inflationary, rely on volume they struggle to drive, or take too big a cut for themselves. This one fixes all 3 problems and I can see people playing it long-term. Team is also super cracked and easy to bet on.

https://t.co/Q3qYEeEvdZ

[「 𝕲𝖔𝖔𝖓」 @goon_crypto]

most tax tokens live and die with volume. the second volume dries up, the payout stops. @OuroLayer is built so half its payout doesn't.

it's the fee layer for robinhood chain. one erc20, fixed supply, one pool, eth/ouro on uniswap v4 with letscash's shared v4 hook sitting on every trade. that hook is where the mechanism starts. every buy and sell pays a 5% tax in eth, no lp fee stacked on top, and that tax splits four ways the instant it lands, funding an airdrop leg and a treasury leg that keeps growing on its own.

easiest way to actually see what that means is to put it next to $INDEX, because both start from the same $100 trade and end up somewhere different.

index takes a 3% fee off that $100. all three dollars buy tokenized stocks, $AAPL, $NVDA, $TSLA, whatever's in the basket that week, and hand it straight to eligible holders. every dollar of fee becomes a dollar of stock reward, nothing held back.

ouro's 5% splits like this:

> $2 buys basket tokens and airdrops them to holders
> $2 buys basket tokens too, but keeps them as lp the protocol owns
> $0.70 covers gas, infra, listings
> $0.30 goes to letscash as the launchpad cut

first $2 is index's whole model, basically identical mechanically. second $2 is the part everyone skims past. that money doesn't leave the building, it becomes liquidity in $cashcat and $pons pairs that ouro holds permanently. that lp earns its own trading fees, completely separate from the tax, and those fees split again, 80% to holders, 20% back into the same position.

index: fee in, stock out, done. ouro: tax in, half out the door immediately, half becomes a position that keeps generating rewards on its own schedule, whether that original $100 trade ever happens again or not.

i think that's the actual difference that matters and it's easy to miss because both projects sound like "pay holders in real assets" on the surface. index's payout is exactly as strong as this week's volume. ouro's payout has a volume-driven half and a compounding half, and the compounding half doesn't care if volume shows up tomorrow.

the tradeoff is ouro holders eat basket risk on both legs instead of one.

team's not nobodies either. @0xjosephsaw built at pendle before this, @thisistheshawn came off pudgy, that's a real track record instead of a discord full of anons.

$OURO is sitting at < $3m mc with the mechanism already live. i think this one works.

0x8ea0eb3505f5b3bd2bbea0febae0ce850cc73ecc

[Chill @ChillTRD]

Using these dips to get into $TWO.

Very simple thesis: liquidity earns twice without you having to do anything. You can earn lending yields (while liq is idle) and trading fees (while liq is used for a swap). Stake supply to earn a portion of protocol fees.

- 26.5% staked in a few days
- Head nod from Uniswap team
- Uniswap team member staked supply
- First to use Uniswap's DualPool v4 hook

Genuinely think this is a new market primitive for LPers and can incentivize deeper liquidity for tokenized stocks.

Their micro RWA angle is also interesting, as illiquid stocks that trade less can now attract liquidity onchain through this infrastructure. The only venue of its kind.

The new liquidity layer on RH looks good here.

(2,2)

[TwoFold @twofoldfi]

Every USDG that quotes on Twofold is simultaneously lent out. It lives in steakUSDG: a $413M Steakhouse-curated vault. The hook pulls it back just-in-time for each swap, then puts it straight back.

Idle USDG sitting in the Twofold hook right now: literally $0.00.

Don't take our word for it: 0x127B3f3b7769f659C5eDBfF8b4005443f19FAAc0

[spyzer @spyzer]

There's currently a project that will seed liquidity pools for micro RWAs

And everyone has been looking for it, yet few linked it to the following reason as to-- why?

Degens will launch memecoins paired against the most shorted one on there and thus squeeze the fuck out of it to make waves in tradfi

And the real reason that project is doing the micro RWA seeding is because it goes hand in hand with their primary tech -> dual pool hooks

Read on, I'll explain what that is.. the project's token currently trades at 5M and has been out for only two days. So what makes it THAT interesting?

Well, right now every DEX on Robinhood Chain fights over the same thing: liquidity for NVDA, SPY, AAPL.

Well, @twofoldfi is going somewhere nobody else can follow yet: better incentives for people who want to provide liquidity for those RWAs already available AND RWAs that DON’T trade anywhere.

Private shares. Royalties. Fractions of physical things. Assets too small, too early, or too strange for an exchange to touch. Zero liquidity today. Zero competitors. And here’s why their tech is built for exactly this.

And yes, I said better incentives for the big RWAs as well.

How? Through the new possibilities that Uniswap V4 hooks bring, $TWO pools earn lending yield the entire time capital sits idle. Only when a swap occurs, the hooks pulls exactly the amount needed and returns it to the yield pool immediately.

Literally everyone solely providing liquidity or solely farming yield is incentivised to use this instead (because then they can do both at the same time!) Such a huge market.

Back to the (micro) RWAs; for a stock that trades constantly, that dual pool hook a nice bonus. For an asset that trades once a week, it’s the ONLY reason anyone would ever provide liquidity there. Idle capital that still earns is what makes illiquid markets possible.

If this works, Two stops being “one of the LP venues on Robinhood Chain” and becomes the place where everything unlisted gets its first market.

But it gets even better, one Uniswap dev acknowledged the fact that’s it’s cool @twofoldfi is using their dual pool hook tech and another even said he's staking the tokens he bought 🤷‍♂️

If you are keen on buying (and staking) yourself, you can use my ref link I'll share below and we'll both earn more points :)

Not sure what these points will be used for but I'm guessing something cool

All in, this has insane potential. If you have questions, pls shoot below.
Bring the cadaver.
2, 2

[TwoFold @twofoldfi]

Decks are free.
Liquidity isn’t.

Unlisted micro RWAs need a place to trade
too early, too weird, too real for the big rooms.

Twofold lights the first pools.
Bring the cadaver.

[Ferr @dontbuytops]

You guys don't understand the level of asymmetry on $CLAN at 1.3M marketcap.

> Friendtech peak valuation was 250M market cap.
> @fomo last valuation was 550M market cap.

Now @fiatphobia built something inspired by Friendtech on top of @fomo, and it's currently sitting at a 2M market cap.

In just a few days, he shipped:

> Clan keys and individual traders' keys both on @fomo and @Pumpfun.
> Shipped a PWA app on iOS, and I think he is cooking an app store app.
> Listened to community feedback and added a ton of other features.

What is coming soon?

> Clan wars (invade and conquer each other’s land).
> Wars come with prizes for best traders/clans.
> $CLAN utility coming soon.
> Position https://t.co/J1IOZZSghy as another “Lego” for social trading.

I feel this is the piece that was missing in monetizing social trading.

Most of the best traders feel unreachable for many average traders, and now they have a way to connect with them.

I also feel @MEADGod is quietly supporting the founder from https://t.co/J1IOZZSghy because I saw some kind of tip about adding utility to $CLAN.

Some chads to check this: @ChillTRD @DineroDom0 @mynt_josh @zinceth @game_for_one @KadunaBull @0xSleuth_ @jonesrida @CryptoJonesRC @CryptoGideon_ @platacrypto @JukovCrypto @theunipcs @KAPOTHEGOAT01

[ika @ika_xbt]

Might be wrong but i think the thesis on $VEX is not about the tech (which actually looks good) but about signal

By pumping a AI coin like VEX, Robinhood send the signal to all AI builders that they will be treated well,

Robinhood is a great place to, not only trade memecoins, but build and experiment onchain

[Project:VEX @ProjectVEXai]

VEX App is here. The agent you can trust with your capital.

VEX makes the system around the model trustworthy enough for capital. If an agent can handle your capital, it can handle anything.

[Robinhood @RobinhoodApp]

Crypto is coming to agentic trading.

Eligible US customers will soon be able to connect their AI agent to a dedicated Robinhood account to trade crypto on their behalf, with the same real-time P&L tracking and push notifications they already know from agentic trading. More soon.

https://t.co/6yrDqMr6G4

[Berry @BerryFiBase]

Addressing the noise around Berry directly.

We accepted $BERRY as our official token from the community, using funding that came through it. We did not launch this token.

On the "selling from side wallets" claims: in the last 7 days, we bought back ~2.6 ETH worth of BERRY from the fee/treasury side. Here are some of the transactions, check them yourself:

1> 0xac2363d1e47d024e8ae696643590e9d3985cbc36c1015a882e98811fdc833d31

2> 0xcba39f86f9f43b2cf941df38c5ef523745ab9367f4dc8a56f3f6ec2d5c467ed7

3> 0x8280e27fde75aef50f12eb24726124dc3a4031d588b557255edde68dcd60e0b2

We were also in touch with the BD teams of two apps (not exchanges) about getting featured, which required @CoinMarketCap listing on top of the coingecko listing, which costs $5k for listing. We sold ~$6k (in 4 portions) from a wallet we transferred supply to, not the official one, to cover that, on advice not to use the official wallet for it (as it should be considered treasury and not market/making). That's what that sale was.

Every record is on-chain. People are free to look and draw their own conclusions.

We're continuing to build, with @bankrbot and with this token. Calling that a scam, is not a fair read of what's actually happened here and very disappointing...

[Berry @BerryFiBase]

Berry B20 Studio is live.

B20 is Base's native token standard, tokens with built-in compliance, role-based control, supply caps, and more, native to the chain. Berry B20 Studio is the interface to create and manage them: mint, burn, policies, roles, pausing, all from one place.

The studio is live now and the backend is ready. The one thing we're waiting on is Base activating B20 itself, which lands with the Beryl upgrade. The moment it's live on Base, you'll be able to deploy and manage B20 tokens through Berry, and put them straight to work across our suite.

As B20 Studio generates revenue, 75% is allocated to buy back and lock $BERRY (for future use/burn)

Built and ready. Just waiting on Base to flip the switch.

Take a look: https://t.co/BG03kni41l

[Berry @BerryFiBase]

https://t.co/39TxYovpls

[chjokka @chjokka]

with b20 going live in two days, the door opens for trillions in real world assets to move on-chain.

stocks, stablecoins, RWAs, all issued natively on base.

but issuing the token is the easy part.
every one of those assets needs somewhere to actually live post-launch: liquidity, yield, lending, management.

that's exactly what @BerryFiBase is building, on top of the most trusted rails in the base ecosystem.

insane upside.

still sub 1m mcap. the r/r here is insane imo.

base:0x778d347b2ffbadf31a2a1be9cf42b4c7ba8b1ba3

[chjokka @chjokka]

Base launching b20 is going to be revolutionary, and base:0x778d347b2ffbadf31a2a1be9cf42b4c7ba8b1ba3 is the best way to be exposed to it. here's why:

why is b20 such a big deal?
on-chain stocks today come in two ways, and neither one is real ownership in your hands.
the old way (Ondo, XStocks, all of them) sell you synthetic exposure. a broker sits in the middle as source of truth and you hold a wrapper issued by their permission. you own an IOU, not the equity.
the newer way is actually backed 1:1 with dividend rights, but they're locked to Coinbase itself: permissioned, custodial, no US users.
point is, you never actually hold the real thing,or can do anything with it when holding.

the real unlock is native issuance. an asset that lives on-chain, not a screenshot of one, and not locked behind a gatekeeper. it stops being a thing you just hold and becomes a thing you can use. LP it, collateralize it, route it through a strategy, and more.

Base's b20 is the standard that makes that real.
any issuer can put a compliant asset on-chain at the protocol level, with the toolkit (roles, transfer policies, supply caps, freeze & seize) built into the standard itself instead of bolted on per project.
and the standard part is what people sleep on. b20 is an ERC-20 superset, so every token on it works in existing wallets, dexes and vaults out of the box. which is what turns a few scattered launches into one connected market that can actually scale.
(and that's where @BerryFiBase comes in, building the DeFi layer that sits on top of the standard so every one of those tokens has somewhere to plug into)

so tldr on b20:
RWA on-chain so far was basically stablecoins and tokenized treasuries. real ownable equity barely existed, what's out there was synthetic exposure.
b20 makes native, compliant, permissionless issuance a protocol-level feature on Base, the rail stocks, stablecoins and RWAs can finally be issued on directly.

why is base:0x778d347b2ffbadf31a2a1be9cf42b4c7ba8b1ba3 the coin to buy to be exposed to this b20 protocol launch?
quick on what Berry is: it's the full DeFi / aftermarket layer for Base tokens. LP pools, single-sided liquidity vaults, time-locks, plus a harvest engine that turns idle supply into yield instead of leaving it as dead sell pressure. one thing you can route that yield into is cheap AI inference, through Berry's partnership with Surplus. and the whole stack is already agent-accessible: the juicer is live on bankr skills, so an agent can spin up a pool and earn by command, no manual contract calls.
(they're building this whole DeFi stack out more, as we speak)

and to prepare for b20, Berry is already building a launchpad terminal on Bankr (goes live with the launch of b20 on the 25th of June I believe).
you launch a b20 straight through it and set up the whole token from one place: mint, burn, compliance policies (allowlist, blocklist, freeze & seize), roles and supply caps.

but the post-launch side is where it gets even more interesting.
once your token is live you put it to work in Berry: LP pools, time-locks, earn inference on top of your own b20, and more.
that's the moat. every b20 that launches needs real DeFi wrapped around it, and Berry is one of the few legit teams with that full stack already built / building it out right now.

b20 will be huge for Base, and Berry is building the launchpad terminal + post-launch DeFi standard for all b20 tokens.

I can actually see base:0x778d347b2ffbadf31a2a1be9cf42b4c7ba8b1ba3 become a top 5 coin in the Base ecosystem, and receive a lot of support from Base as they're the only legit team actively building around their new shiny product (b20) that's launching soon.

[Eli5DeFi @Eli5defi]

Decentralized AI compute is a notoriously fuck*ng unforgiving arena.

And there’s a reason most “distributed frontier model” dreams crashed and burned: latency.

Try sharding a 100B+ parameter model across a bunch of consumer GPUs scattered around the public internet and you don’t get magic, you get pain: single-digit tokens per second and a system that’s basically unusable.

So when @c0mputeAI says they’ve finally killed the latency bottleneck, and then locks in a partnership with @virtuals_io Protocol to serve as the compute layer for tokenized AI agents, I couldn’t not pay attention.

Is it actually as good as it sounds… and where’s the gotcha?

So here is my personal analysis.

---

➥ The Breakthrough: "Shard" Distributed Inference

To understand why c0mpute is interesting, you have to understand why decentralized AI inference has historically failed.

A single consumer GPU (like an RTX 4090) only has 24GB of VRAM, barely enough for an 8B-30B model. Running frontier models (e.g., 744B parameters) usually requires centralized data centers.

As @leyten mentioned, C0mpute’s core innovation is Shard Swarm + Speculative Decoding.

Instead of naive layer-splitting (where the internet connection becomes the bottleneck), Shard uses speculative decoding across a swarm:

→ The Draft
A small, fast model (which fits on a single local consumer GPU) begins generating (drafting) tokens at high speed.

→ The Swarm Verification
These drafted tokens are sent to the massive, sharded model (e.g., a 744B model split across 6 consumer GPUs in different states).

→ Batched Verification
Because verifying tokens is computationally cheaper than generating them from scratch, the distributed swarm verifies multiple drafted tokens in a single, highly efficient batched pass.

→ Acceptance or Rejection
If the large model agrees with the drafted tokens, they are accepted. If it disagrees, it rejects the bad tokens and generates the correct ones.

By pipelining the drafting and batch-verifying processes, c0mpute claims it achieves ~30 tokens/second on a 744B model and ~40 t/s on smaller models.

This bypasses the "slowest link" internet bottleneck because the heavy compute is done in parallel batches rather than sequential stops.

In practice, this transforms decentralized AI from a novelty into a usable infrastructure for latency-sensitive applications, like AI agents.

---

➥ $ZERO 101

ZERO does not function as a payment token; users pay for inference in USDC. ZERO is a pure value-accrual and incentive mechanism.

For detailed flywheel mechanics you can check our infographics attached. But the short one looks like this.

Revenue:
C0mpute takes a 30% margin on all compute jobs (workers keep 70%). 35% of ZERO trading fees also go to the treasury.

Value Accrual:
100% of this USDC treasury is split daily: 50% is used to market-buy and burn ZERO (deflationary), and 50% is distributed as USDC to ZERO stakers.

Finally, ZERO Stakers get:

- USDC yields
- Free inference credits
- Boosted earnings if they run a worker node.

---

➥ Bull vs Bear

➠ The Bull Case

- if Shard scales, c0mpute can outpace slow decentralized AIfor agents, speed wins.

- The VIRTUALS protocol integration positions c0mpute directly in front of the exact demographic that needs scalable, private, uncensored inference.

- it’s not just a narrative token: there’s a live in-browser product, with a clear loop (usage → burn + usdc yield) and less inflation risk than most depin.

- Micro-cap asymmetry → under $10m, even modest inference volume could drive treasury buys and tighten supply fast.

➠ The Bear Case

- Self-reported benchmarks: The 30 t/s claim is currently based on internal demos. Real-world distributed compute is more chaotic.

- The usage trap: Without inflows, there are no burns and no yields for ZERO and its stakers.

- Transparency and launch stigma: Let's admit that almost all projects launched on Pumpfun were very speculative with high rates of failure.

- Fierce competition: Akash, Nosana, and IONet are well-funded incumbents. C0mpute needs to prove its tech isn't just a clever patch but a sustainable moat.

---

➥ Personal Thoughts (NFA. DYOR)

As a builder myself, c0mpute’s thesis is incredibly attractive, but at its core, ZERO is a high-conviction, high-risk infrastructure bet:

Use speculative decoding to make decentralized AI fast enough for agents, then capture the upside with a deflationary + revenue-sharing token. The Virtuals partnership gives them instant access to a hungry builder ecosystem.

Still, the jump from an internal demo to production-grade, global swarm inference is enormous, so if you’re more conservative, it may be worth waiting until it’s live in the wild.

Will it work? Only time (and adoption) will tell.

[Jeff @cfm_sol]

c0mpute is actually a decentralized platform built on top of the NVIDIA GPU ecosystem. The NVIDIA AI account replying to leyten essentially acknowledges this "crazy but successful" engineering achievement: using 6 RTX PRO 6000 Blackwell GPUs to run the GLM-5.2 MoE model with 744B parameters, achieving a practical speed of 30.55 tokens/s, while using pipelined speculative decoding + CUDA Graphs to ensure deterministic, lossless greedy generation

Furthermore, c0mpute perfectly aligns with the trend: it does not require a single node to load the entire model, nor does it rely on NVLink or data centers. It enables decentralized inference on consumer-grade professional cards, which is a strong endorsement for the NVIDIA ecosystem, proving that their GPUs can work efficiently even in high-latency WAN environments, lowering the barrier to large model implementation

Additionally, open-source models + distributed operation can attract developers, DePIN projects, and independent builders. With NVIDIA's hardware being so powerful, if this project gains more visibility, it could stimulate more people to buy cards and use their toolchains

So, c0mpute demonstrates the practicality of NVIDIA hardware and software stacks in the future decentralized AI era, which is why the NVIDIA AI account responded to it. In other words, it represents NVIDIA's acknowledgment and appreciation for this project

[zhynx @onlyzhynx]

I don’t think people understand the scale of what $ZERO / @c0mputeAI is targeting yet.

This isn’t just another AI coin fighting for CT attention.

AI inference is becoming one of the biggest markets in tech. The amount of money spent on GPUs, compute, APIs and model serving is already massive, and it only keeps growing.

C0mpute can make distributed GPUs useful for real inference, the impact isn’t “nice product” level.

It’s BILLIONS in market effect.

You’re talking about a new way to unlock compute supply, reduce dependency on centralized providers, and let idle GPUs become part of actual AI infrastructure.

BILLIONS.

[Virtuals Protocol @virtuals_io]

c0mpute (@c0mputeAI) is coming to the Virtuals ecosystem.

Decentralized AI is nothing without agents to run on it, and the largest concentration of agents lives on Virtuals. Together, Virtuals Protocol and @c0mputeAI are building a new gateway between decentralized compute and the agent economy.

$ZERO × $VIRTUAL Live Below: