VGONAMAN

There are KOLs who farm you and KOLs who farm with you.

[VGONAMAN @vgonaman]

I've just registered for the xPoints rewards program and unlocked a permanent 20% points boost. Join me @xStocksFi

https://t.co/jiDSW6jydq

[roots @rootsfi]

Bridge by Roots on @CantonNetwork with FA status is now fully live.

Our App is actively earning App Rewards and we are looking to distribute some rewards to our users!

Want to try it? Head over to https://t.co/AC2QiOYiQK

[VGONAMAN @vgonaman]

This app different
silly good, I tried to see what’s cooking, the feedback loop is insane.
Watch what happens @parlay_money

[Telos @HelloTelos]

“Radical transparency” was a great narrative. It doesn’t work for real finance.

CFOs won’t put treasury on public ledgers. AI needs confidentiality. Identity needs selective disclosure.

Privacy isn’t optional — it’s the missing layer.

Great breakdown from Protofire.

[Nazar @ustyianskyi]

daily early projects:

@untolabs - high-performance L1 built for extreme scalability ($14.4m)

@KulipaXYZ - stablecoin card infrastructure for fintechs ($6.2m seed)

@tradeparagon - perps for crypto market tickers

@0xetch - inscriptios launches on MegaETH

@solenchain - L1 layer for modular rollups

@carte_gg - physical collectible card drops by Manifold

@smolpnft - free mint NFT collection on ETH

bookmark if useful
follow or miss tomorrow's alpha

[VGONAMAN @vgonaman]

Man… what
🙂 man I wasn’t ready for that, I checked the jackpot section, the streak pressure feels fun.
See the real-time action @parlay_money

[VGONAMAN @vgonaman]

This can’t be right
dangerously smooth again lol, I explored the features a bit, the cadence of rounds is perfect.
Go browse around @parlay_money

[DeFi Warhol @Defi_Warhol]

Every stablecoin chain is competing to position itself before the next crypto wave.

Each one brings a unique proposition:

1. @Stable (Mainnet)
Tether's own chain, which pays staking rewards in real USDT yield rather than inflationary token emissions. USDT already has 70% market share, so the chain doesn't need to bootstrap liquidity from zero.

2. @Plasma (Mainnet, Beta)
Plasma charges zero fees on USDT transfers and has a native Bitcoin bridge, making it the only stablecoin chain that serves both the BTC-native crowd and the payments crowd simultaneously.

3. @noble_xyz (Mainnet)
Noble connects ecosystems rather than competing with them, sitting between Cosmos and Ethereum as the native USDC issuance hub for 50+ chains, with USDN generating real T-bill yield natively.

4. @zama (Mainnet)
Zama deploys FHE, which uses encryption that computes on data without ever exposing it.

5. @soneium (Mainnet)
Sony's chain. Built around an existing ecosystem of PlayStation, music, and film consumers. Stablecoins act like a natural extension of this environment.

6. @arc (Testnet)
Arc is Circle's compliance-first chain. It's backed by years of regulatory relationships and monthly audits that brought BlackRock, Visa, and AWS to its testnet.

7. @tempo (Testnet)
Tempo is Stripe's chain, backed by $1T+ in annual payment volume and a merchant network that took decades to build. This distribution network is almost impossible to replicate for other stablecoin chains.

The theories are solid.

Only a few will actually hold up.

[CryptoNaija042, ACA🪢 @CryptoNaija042]

$AUKI | @Auki is creating a decentralized, scalable “real-world web” where anyone can quickly turn physical spaces into digital twins that AI, apps, and users can interact with and monetize.

The landscape of what $AUKI is building compared to other companies doing same 👇

1️⃣ NVIDIA Omniverse ➡️ Simulation + enterprise digital twins

➡️ Matterport ➡️ High quality 3D capture

➡️ $AUKI ➡️ Decentralised, real-time, user generated spatial network

Core differences

1️⃣ NVIDIA Omniverse

✅Built for: Factories, robotics, large scale simulation
✅Strength: Ultra accurate, physics based digital twins
❌ Weakness: Expensive, complex, slow to deploy
❌Scalability: Limited requires heavy infrastructure + expertise.

2️⃣ Matterport

✅Built for: Real estate, retail walkthroughs
✅Strength: Beautiful , high fidelity scans
❌Weakness: Mostly static, cloud based, not interactive infrastructure
❌Scalability: Moderate still requires scanning process + cloud hosting.

3️⃣ $AUKI

✅Built for: Real-time spatial computing + AR + AI agents
✅Strength: Fast setup-done in minutes, works on smartphones, decentralised
❌Weakness: Lower visual fidelity just for now.
✅Scalability: Highly scalable, anyone can create a domain.

$AUKI is betting on distribution and scalability and in tech, the platforms that reach the most users win over time.

[Stacy Muur @stacy_muur]

Grayscale Q1 '26 Top 20 breakdown by sector:

ARTIFICIAL INTELLIGENCE (5 assets)

• Bittensor (TAO): $2.6B
• Render (RENDER): $0.9B
• Kite (KITE): $0.4B
• GRASS (GRASS): $0.2B
• Akash Network (AKT): $0.1B

SMART CONTRACT PLATFORMS (6 assets)

• TRON (TRX): $28.8B
• Canton Network (CC): $5.8B
• Quant (QNT): $1.0B
• LayerZero (ZRO): $0.5B
• Gnosis (GNO): $0.4B
• Monad (MON): $0.3B

FINANCIALS (5 assets)

• Hyperliquid (HYPE): $9.8B
• Sky (SKY): $1.7B
• Morpho (MORPHO): $1.0B
• Just (JST): $0.5B
• CoW Protocol (COW): $0.1B

CURRENCIES (2 assets)

• Decred (DCR): $0.5B
• Zano (ZANO): $0.1B

UTILITIES & SERVICES (1 asset)

• Dexe (DEXE): $0.3B

CONSUMER & CULTURE (1 asset)

• Axie Infinity (AXS): $0.2B

On Grayscale's methodology:

They rank by volatility-adjusted returns, not absolute performance.

KITE: +131.9% return ÷ 143.4% volatility = 0.92 ratio
MORPHO: +44.1% return ÷ 99.5% volatility = 0.44 ratio

KITE ranks #1 despite MORPHO having 2.5x the market cap.

AI (KITE, TAO, GRASS, AKT, RENDER) + financials (HYPE, MORPHO, JST, SKY, COW) + tokenization rails (CC, ZRO) dominated Q1 regardless of ranking method.

[ASED 🛸 @asedd72]

Monad - Airdrop Part.2 🪂

There is a second @monad airdrop

If you’ve been active on Monad and have a Monad NFT… you might be eligible

$MON airdrop directly into your wallet 💼

[Bando @bandosei]

> be Monad

> 2022
> initially founded by 3 friends
> all came from Jump Trading
> built because gas fees sucked
> unlucky turn of events (ftx,luna)
> bear market commences
> and you have zero social presence

> 2023
> secure $19m seed funding in February
> from 70 investors at an unknown valuation
> without any users, a test net, or revenue
> just a claim of 10,000 tps
> officially one of the best-funded L1s
> start of team expansion
> expand the team to 24
> summer is spent growing the Monad name
> announce first big partnerships
> founders speak on podcasts and events
> community begins to form on Discord
> still largely unknown publicly

> 2024
> nft projects start popping up in Feb
> community grows at insane speeds
> release devnet in March
> raise $225m in April at a $3b valuation
> round is lead by Paradigm
> best-funded L1 of the year
> team quickly scales past 50
> nicknamed the "Solana K*ller"
> announce Monad Madness
> give out $1.2m to builders on Monad
> invest $30m directly into the ecosystem
> become the most hyped L1
> establish Monad Foundation in Dec

> 2025
> launch testnet in February
> with 50+ ready to use dApps
> include names like Uniswap and OpenSea
> achieve 9m+ active addresses on launch day
> pay KOLs to talk about you
> tease a potential airdrop
> farmers start flooding the ecosystem
> daily txns peak at ~35m in March
> mostly were automated
> insane hype builds up over summer
> airdrop snapshot taken in Sep
> everyone on CT shares their airdrops
> announce public sale on Coinbase in Nov
> offer 7.5% of the total 100b supply
> raise $188m at a $2.5b valuation
> pre-sale was 1.43x oversubscribed
> the terms upset a lot of investors
> btc drops to $84,000
> slowly entering bear market
> MON is launched on Nov 24
> airdrop $83m to community
> tvl spikes to $150m
> hundreds of projects launch in Dec
> but not a single one goes mainstream
> memecoins quickly go to 0
> MON drops below presale price
> fud begins

> 2026
> btc drops below $70,000
> officially in a bear market
> monad is at a $2.3b valuation
> below the presale and seed round
> daily chain revenue is $3k
> dex volume reaches all time low
> nfts are ded
> not a single memecoin above $1m mcap
> team members leaving left and right
> every other headline calls you a scam
> where did it all go wrong?

[VGONAMAN @vgonaman]

This is next level
👀 actually made me laugh, I tested the experience directly, the engine runs flawlessly.
Scope it out @parlay_money

[Telos @HelloTelos]

Telos Privacy is live. Open to the public. Today.

Not a testnet. Not gated access. Not a whitepaper promise.

The Telos Privacy Layer, zkTelos is here — and it changes what this network is.

A thread on what launched, why it matters, and what comes next 🧵

[Telos @HelloTelos]

https://t.co/VkeV53ilxS

[VGONAMAN @vgonaman]

Hold on a minute
feels futuristic, I went in and did one test, the UI feels intUItive.
Scan the chart @parlay_money

[VGONAMAN @vgonaman]

This is too smooth
hits cleaner than anything i’ve used, I went for it, the effects hit perfectly.
Scan how quickly it reacts @parlay_money

[Yessah Blessah @YessahBlessahCC]

$CNTN one of my worst entry points on any asset class is in about 2 years…damn!

Down 27% on current open positions and it’s a large holding of mine…

I’ve been steadily building my $CC position during the current down trend these last 4 weeks or so every chance I get, but I’m a little hesitant to add to $CNTN @CantonStrategic at the moment because I don’t know how their stock will move in regards to Canton coin itself.

We just never know if these Crypto treasury holding companies are going to dilute the shit out of their shareholders 🤷‍♂️

Pretty big warrant overhang at the moment as the initial investors got dibs on some pretty cheap shares. Typical I know that’s how it goes.

BUT…

I’m hoping they won’t Dilute…as they should have some revenue being generated as a super validator on the @CantonNetwork but only time will tell

[VGONAMAN @vgonaman]

Bro this feels unreal
shouldn’t feel this clean, I tested the flow myself, the interface feels premium.
Watch the progression @parlay_money

[CoinMarketCap @CoinMarketCap]

RECAP: ⚡ Sports prediction markets got a major boost this week as the MLB embraced the sector just as regulators turned up the heat.

Can the industry’s legitimacy push outpace the blow back?

Read on for the full picture. 👇🧵

1/7

[VGONAMAN @vgonaman]

What is this sorcery
actually works flawlessly, I sampled the app, the jackpots escalate fast.
Look at the reactions @parlay_money