tassyfi🦇🔉

If I’ve never retweeted you, you don’t bring value to web3 (DeFi) • that web3 dude 💻 • Always making the best out of crypto • I fb @miladymaker

[Nick Research @Nick_Researcher]

➥ 2025 LOOK BACK | Personal Recap & Lessons

GM fam! 2025 wasn’t a flashy year for me

Mostly just observing, testing, making mistakes, and slowly adjusting

But here’s a short look back

[1] Market View & Execution

Earlier this year ~April, I leaned bullish after combining: TA, FA, options data, Bitcoin mining metrics, and some macro signals

- I started accumulating $BTC ~$76K-$82K
- Added more exposure in late July
- From late Sep, I gradually reduced positions

→ exited most of my exposure, rotated part of it into stables and IRL assets

By October, my bias shifted to a more cautious/bearish view, which so far has felt reasonable

Not everything was perfect, but overall I tried to follow the trend, secure my profits & shared publicly so friends know my plan transparently

Luckily, my plan worked out pretty much perfectly with > 90% precision

[2] InfoFi / Yaps Journey

I joined #InfoFi around May 2025, when the space was already quite crowded and competitive

Despite that, it turned out better than I initially expected within just ~ 8 months

- From 8 → 154 smart followers (up ~19x)
- From 0 → ~950 Yaps, without early-mover advantage
- 4,072 total smart engagements

By focusing on quality + consistency, I managed to receive airdrops quite regularly

Total airdrop value from @KaitoAI in 2025:

» $69,441.33 «

Some notable distributions I’m grateful for:
- 5-figs: $MIRA, $NEWT
- 4-figs: $THQ, $HOME, $IN, $MON, $SOPH, $LOUDIO, $OPEN
- and many smaller but steady pools like $ARB, $PEAQ, $thPILL …

Just steady participation and trying to contribute meaningfully

[3] A few lessons I’m taking forward

➊ You don’t need to be early at everything → being late but understanding the system is still workable

➋ Trends matter more than precision → aligning with the broader direction helped more

➌ Small, high-quality circles compound quietly

➍ Lock in Profit → learning when to move from crypto → stables → real life assets mattered more than I expected

➎ Consistency beats motivation → most progress came from boring, repeatable actions

Overall, 2025 reminded me sometimes the best move is just to slow down and think clearly

Heading into 2026 with fewer expectations, but a slightly better framework. Cheers!

[Eli5DeFi @Eli5defi]

With the UNIfication proposal passed, here's the catch:

— Protocol Fee Switch
Now active. A portion of swap fees (0.05% for v2, varied split for v3) now flows to the protocol rather than solely LPs. To date Uniswap has generated $600M+ in annual revenue.

— Immediate Deflation
A one-time burn of 100M UNI is scheduled for ~Dec 27 to retroactive value.

— New Value Accrual
A "TokenJar" contract collects fees. Holders can voluntarily burn $UNI to claim a share of these assets, creating permanent supply pressure without the regulatory risks of direct dividends.

So, what do you think of this UNI-fication?

[Tanaka @Tanaka_L2]

I don’t usually buy labels easily, but after tracking Sei for months, I understand why people call @SeiNetwork the settlement layer for trading.

Most chains were built to host apps, while Sei was built to clear trades.

What matters for trading is simple:

– latency + fairness.
– deterministic execution.
– real-time settlement.

Sei optimized for that from day one with sub-400ms finality, parallel execution, native orderbook support.
The data backs it up, in Q3 2025 alone:

– Spot volume hit $4.6B, with 75% QoQ growth.
– Perps volume exploded 19,000%+ in 90 days.
– Daily active wallets ~824K, nearly double YoY.
– 4B+ lifetime transactions, at scale, without breaking.

What convinced me more is who is settling on Sei:

– RWAs from BlackRock (via Securitize), Apollo, Hamilton Lane, Ondo.
– Native USDC via Circle CCTP, plus PYUSD, USDT0.
– Binance running a validator.
– Robinhood, OKX, Fireblocks, Coinbase Custody, Elliptic.
– Even Kalshi, a CFTC-regulated market, using SEI/USDC settlement.

Institutions don’t experiment with settlement layers, they choose boring, fast, reliable rails.

On the application side, it’s consistent:

– @dragonswap_dex and @SailorFi pushing real spot volume.
– @oxiumxyz building CLOB infra with CEX-level spreads.
– @monacotrading delivering Wall Street-style perps with Chainlink oracles.
– @Toro_DEX launching 100x perps because latency actually allows it.

This is what a settlement layer looks like with trades clear fast, liquidity stays, builders lean into performance.

So when people say $SEI is becoming the global settlement layer for onchain trading, I don’t hear hype anymore.

I see a chain that picked one job trading settlement and is quietly doing it better than general-purpose L1s ever tried to.

[andrew.moh @andrewmoh]

From “how to getmore people to use AI?” to “how to make AI safer to use?”

Many teams have that same vision.

Cuz as AI enters our daily life, controlling now becomes more important than speed or scale.

The guys at @nesaorg had the same thought when shaking hands with @Xenea_io

And I would say that this is a move to define self-sovereign AI from the ground up.

+ Nesa powers private computation, Xenea offers decentralized storage. Tgt, they form a closed loop, fully autonomous and free from big tech.

+ Computation moves to data: AI operates where data lives. Ownership remains intact; results are verifiable.

It’s early to say, but the direction is right.

A future where AI strengthens human control has arrived.

[Blue 🐈‍⬛ @blue_clarity]

https://t.co/pmHvKuNPMu

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

Stock Tokenization now accounts for over 90% of the top growing tokenized assets over the past month.

Leading this race?

- @backfinance (xStocks)
- @OndoFinance (Diversified Tokenized Assets)

This is shaping up to be one of the strongest growth narratives for 2026.

Data: @tokenterminal

[THEDEFIPLUG @TheDeFiPlug]

https://t.co/J2iYWAyDZS

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

Keep an eye on the Privacy sector.

The privacy sector TVL reached $1.35B recently, with Monero's shielded volume leading the charge and Zcash's pools hitting 4.5M ZEC shielded.

It's one of those evergreen sectors that's always relevant and worth keeping up with.

Here’s your Privacy Sector Roundup to keep you in the loop:

• @zcash: The original privacy coin using zk-SNARKs for shielded payments. 21M supply like BTC. Zcash just shipped the Tachyon upgrade, delivering faster and cheaper private proofs.

• @monero: default-private on-chain cash, with untraceable transactions via ring signatures and stealth addresses.

FCMP++ upgrade inbound to solidify its spot as the top privacy coin (even US Gov reports call it the best).

• @zano_project: Privacy L1 with untraceable txs and hybrid PoW/PoS. Recently did integrations with Mastercard cards via @ZebecCards, making it the first privacy chain there.

• @CantonNetwork: Institutional-grade L1 built for privacy + compliance. Canton has partnerships with over 600 institutions. That includes names like DTCC and Nasdaq with over $6T+ onchain vol.

• @RAILGUN_Project: Vitalik-backed ZK privacy for Ethereum DeFi, hide assets in smart contracts with zk prefixes. Clocked $4.3B in private volume, and went live on PulseChain via LibertySwap for cross-chain private bridges.

• @aztecnetwork: Ethereum's ZK L2 for programmable privacy apps where data stays hidden but verifiable.

• @Arcium: Solana-based encrypted compute using MPC. Think of private AI, private DeFi, dark pools. Mainnet Alpha v0.5.1 live, w/ 500+ nodes running.

• @OasisProtocol: L1 built for confidential compute with separate execution layers.

• @nillion: Decentralized "blind computer" for private data/AI workloads, no reconstruction, just secure compute. Moving fully to Ethereum for v2.0.

• @AleoHQ: ZK-first L1 for private apps with programmable compliance to block bad funds pre-execution. USDCx testnet live with Circle's xReserve for privacy-stablecoins.

• @MinaProtocol: Ultra-light ZK chain for proving things privately with minimal data. Mesa upgrade enabled faster blocks, more zkApp space. ~$340M TVL and massive proof throughput.

• @zama_fhe: Fully Homomorphic Encryption (compute on encrypted data). Key infra for private AI + blockchains.

• @COTInetwork: Programmable privacy layer with selective disclosure for institutions, outpacing some chains in perp volume. Strong traction in DeFi, AI, and RWA use cases.

Tokenless Infra Projects:

• @darklakefi: Private DEX design to stop MEV with ZK private pools. Building confidential AMMs and dark order books.

• @DarkFiSquad: Privacy-by-default L1 from early Bitcoin dev (Amir Taaki). Alpha app live with anonymous chat, payments and DAOs.

• @TACEO_IO: Private shared computation. Let's multiple parties compute on encrypted data without revealing it. Used in biometric verification and enterprise AI where data leakage is unacceptable.

Privacy Tools worth knowing:

• @web3privacy: The go-to hub for privacy events, research, and ecosystem updates.

• https://t.co/DtAMTktPKQ (@nikzh): Tracks actual privacy adoption by measuring shielded supply vs market cap.

• @zashi_app: Simple Zcash mobile wallet with its shielding. Scan or send private with zero hassle.

• @fileverse: End-to-end encrypted decentralized file storage for teams.

• @masknetwork: Browser plug-in linking Web2 socials to Web3 privacy.

• @hush_wallet: Solana stealth transfers with one-time addresses, keeps links clean and untraceable.

The privacy sector isn’t fighting regulation anymore. It’s adapting around it.

As more money and activity move on-chain, privacy stops being a feature and becomes infrastructure.

[Altcoin Buzz @Altcoinbuzzio]

SEI: SEIDB STORAGE REVOLUTION

$SEI isn't just fast; it’s efficient.

The SeiDB upgrade has officially slashed storage requirements for validators by 60%.

This solves the "state bloat" issue that eventually slows down every major blockchain.

By staying lean, $SEI ensures that it can maintain its sub-400ms finality even as it scales to millions of users.

Tech-driven efficiency is the only way to win the L1 wars.

$SEI is miles ahead of the competition.

[MSB Intel @MSBIntel]

🔥 HUGE: Circle, Tether, PayPal, and Revolut, alongside Ondo, Securitize, KAIO, CoinList, LayerZero, Wormhole, and deBridge, form the capital system powering modern market infrastructure on SEI.

[Nova @CryptoGirlNova]

Merry Christmas guys.

It might be a cliché but true wealth is being able to spend time with your family and friends in good health.

Nothing else matters in those moments. Just you and family.

Other types of wealth can wait.

Hope everyone gets to enjoy these days.

I know I do ❤️🎄

[enes.hl @enesonchain]

Amazing update on @wallet

Now, you can send USDC and USDT on X Layer gas-free

Thanks to their x402 integration

Just use @wallet , save tons of money through low fees, make money with tons of campaigns.

[Wess @WessWeb3]

Bitcoin remains the largest pool of idle capital in crypto

@beyond__tech is focused on unlocking that liquidity through interoperability rather than forcing BTC into rigid DeFi molds

If BTC DeFi scales, it likely follows paths like this

[The Smart Ape 🔥 @the_smart_ape]

I may end up with 10Gb of collected backtest data Hahaa.

It’s the second day of collecting data for my backtest.
I’ll be collecting 4 days of data, which should be enough to run solid backtests.

I’m really excited, I’ll be able to test many different parameter sets and extract the optimal ones. For a bot like this, backtesting is the most important part.

While the backtest data is being collected, I’m also coding another sniper bot on @Polymarket. A top Polymarket trader told me about a strategy I want to test, and I might even reuse my backtest data to try it with the sniper bot.

I’m still running into some errors, hopefully I can fix them today and have a fully functional sniper bot by the time the backtest data collection is done.

Still a lot to do, but everything is moving in the right direction.

[andrew.moh @andrewmoh]

Mantle Vault - the new one-click strategy for users on @Mantle_Official.

Who's joining this time?

+ @CIAN_protocol - the automated yield distributors across multiple assets and DeFi vaults

+ @Bybit_Official - the bestie off-ramp gateway for all Mantle users

Your assets flow through these 3 places, and in return, you get a base APR of around 8.65%.

For example: if you have USDC, go to Bybit, choose 'On-chain Earn,' and stake your USDC.

+ no cap
+ flexible duration
+ interest start date right after staking

fyi, your USDC will be converted into USDe and generating yields via @aave.

It means it's just one click for all the complex on-chain tasks via your Bybit account. It's your turn for Mantle Vault.

[Stacy Muur @stacy_muur]

One thing is becoming very clear going into 2026:

Privacy (not throughput / fees)is now the real bottleneck for onchain adoption.

@iEx_ec’s roadmap is essentially a response to that shift:
> blockchains already scale, but institutions can’t operate with fully transparent balances, positions, and strategies.

In 2026, iExec is following two main tracks:
1. Confidential DeFi products development
2. Institutional-grade RWA integration and usage-driven economic flows

In other words: private DeFi – for those who have sensitive data – and institutional level RWA rails, that can onboard billions of capital.

In 2025, their shipping on Arbitrum, rolling out TEE-native dev tooling, confidential messaging (Web3Mail / Web3Telegram), and bulk protected data processing already proved privacy can be usable, not exotic.

Bullish on iExec in 2026.

[Jay Yu 🐟 @0xfishylosopher]

https://t.co/fBn1ebPtpZ

[Michy / 米奇 @michyexe]

x402 is doing $600m in annualized payment volume

>50% is going through the Coinbase facilitator, but there are several others hot on its heels

The beauty of this being an open standard is that it'll hit escape velocity through rapid, broad adoption

This'll be a 2026 mega trend

[Victor @Victorsjpeg]

x402 Ecosystem ❗️

AI agents · Micropayments · Pay-per-use Web3

ft. $LINK $PEAQ $CELL $EIGEN $PAYAI and more..

x402 turns APIs, AI agents, data, and compute into programmable money flows.

Think Stripe × AI × onchain rails.

🟠 Oracles & Data Layers

(Truth · pricing · agent-readable data)

Chainlink ( $LINK )

→ Decentralized oracle network
→ CCIP enables cross-chain settlement
→ Reliable data feeds for x402 micropayments & AI agents

Switchboard ( $SWTCH )

→ Verifiable oracle data
→ Supports AI-driven x402 services
→ Designed for real-time decision systems

Unibase ( $UB )

→ Unified data access layer
→ Supports pay-per-use APIs via x402
→ Abstracts complexity for AI apps

Codex Flow ( $CODEC )

→ Code + workflow monetization
→ Pay-per-execution developer tools
→ x402-native resource billing

🟠 Scaling & Bridging

(Gasless UX · cross-chain settlement)

SKALE ( $SKL )

→ Gasless, high-throughput chains
→ Optimized for agent economies
→ Seamless x402 transactions in dApps

Meridian ( $MRDN )

→ Settlement, escrow & routing
→ Gasless USDC x402 payments
→ Middleware for agent commerce

Cellframe ( $CELL )

→ Layer-0 interoperability
→ Post-quantum encryption
→ Secure cross-chain x402 micropayments

🟠 DePIN & Privacy Infrastructure

(Shared security · machine economies)

EigenCloud ( $EIGEN )

→ Secures shared AI infrastructure
→ Restaked trust layer for x402 apps
→ Formerly EigenLayer

peaq ( $PEAQ )

→ Machine-to-machine payments
→ Native x402 device settlements
→ DePIN-first design

Aurra ( $AURA )
→ Shielded agent payments
→ Integrated with Virtuals
→ Privacy layer for x402 AI flows

🟠 Data & Analytics Providers

(Pay-per-query intelligence)

Gloria AI ( $GLORIA )
→ Real-time news feeds
→ Custom data streams
→ x402 micropayment access

Otto AI ( $OTTO )
→ Market signals & token analysis
→ Delivered via x402 payments
→ Built for trading agents

AInalyst ( $AIN )
→ On-chain analysis + messaging
→ Verified agent tooling
→ x402-powered access

Hive Intelligence ( $HINT )
→ AI-agent-friendly data queries
→ Usage-based x402 billing

Heurist ( $HEU )
→ Pay-per-report research
→ USDC via x402
→ Analyst replacement layer

🟠 Inference & Compute

(Pay-per-inference · agent execution)

Daydreams ( $DREAMS )

→ LLM inference & agent systems
→ Pay-per-query via x402

Orbofi AI ( $OBI )
→ Media generation on demand
→ x402 pay-per-use

Alphakek AI ( $AIKEK )
→ Agentic workflows
→ Pay-per-inference model

Avo ( $AVO )
→ Agent deployment
→ x402-compatible API calls

Laika AI ( $LKI )
→ Data processing + agents
→ x402-native payments

🟠 Specialized AI Tools

(Autonomous agents · niche intelligence)

Treasure ( $MAGIC )

→ AI character tokens (Frens)
→ x402 staking, tipping & services

Autonolas ( $OLAS )

→ Task orchestration
→ Agent-to-agent payments
→ x402 rewards

ArAIstole ( $FACY )

→ Intelligent research agents
→ Data sharing via x402

Ethy AI ( $ETHY )

→ Ethical agent coordination
→ Autonomous x402 payments

Dexter AI ( $DEXTER )

→ Market insights + automation
→ x402 micropayments

ZARA AI ( $ZARA )

→ Fashion & content intelligence
→ Pay-per-insight via x402

ROBA ( $ROBA )

→ Agent coordination + hardware
→ x402 payments

MOSS AI ( $MOSS )

→ Environmental modeling
→ Compute access via x402

🟠 Tipping & Marketplaces

(Live payments · agent commerce)

PayAI Network ( $PAYAI )

→ Live tipping across AI chats
→ MCP + x402 rails

VPay ( $VPAY )

→ Social & content payments
→ x402-native UX

🟠 General Payment Solutions

(Abstracted money movement)

Anyspend ( $ANY )

→ Gasless stablecoin transfers
→ x402 APIs & services

BankrCoin ( $BNKR )

→ Automated agent settlements
→ Financial rails for x402

AdEx ( $ADX )

→ Pay-per-impression / click
→ x402 micropayments

OpenServ ( $SERV )

→ Pay-per-request services
→ x402-native monetization

0xGasless ( $0XGAS )

→ Removes ETH friction
→ Enables seamless x402 flows

[Cointelegraph @Cointelegraph]

🔥 LATEST: Coinbase CEO Brian Armstrong says, “x402 adoption is taking off, enabling $50M+ in transactions over the last 30 days.”