1/ We're starting to see real signs of InfoFi evolution inching towards the endgame:

Aligning attention with speculation.

@KaitoAI mapped CT mindshare into measurable, tradable infra.

Now, apps like @stayloudio are unlocking phase two: The Market Layer

Insights & Thoughts🧵 2/ @KaitoAI set out to democratise value in the $1T+ attention economy.

It did this by replacing gatekept influence markets w/ open, merit-based distribution where quality wins, not just reach.

This shifts to an an open signal economy.

https://x.com/0xCheeezzyyyy/status/1878629324636741994

1/ Few ecosystems achieve a self-sustaining state with persistent user activity.

@arbitrum has came a long way.

As an early L2, established maturity with a robust DeFi landscape & a growing L2/L3 app-chain ecosystem (Arbitrum Orbit).

🧵Key insights & Highlights 👇 2/ As the 2nd largest L2, @arbitrum's TVL stands at $2.5B with an overall uptrend since its inception in 2022.

Notably, the ecosystem has:

🔹782 existing protocols
🔹1.7M+ weekly active users
🔹1.9M avg. daily transactions

which makes it one of the most highly used L2.

1/ Let's face it. The bestest combination ever:

S-tier points campaign + 💯 yield opportunities

@pendle_fi on @SonicLabs presents one of the best times to capitalise for yields ( max. ~70% APY).

Most don't realise how attractive it is, lemme dive deeper & explain👇 2/ Firstly, @pendle_fi enables you to either:

🔹Trade (implied) yield of an interest-bearing asset
🔹Leverage yield & points exposure via YT
🔹Buy into fixed yield via PT
🔹LP to earning extra yield w negligible IL held to maturity

Mechanics outline ⬇️

https://x.com/0xCheeezzyyyy/status/1899639209658654877

1/ @SonicLabs yield sector is packed with opportunities.

Notably, @pendle_fi & @StableJack_xyz (V2) offer unique yield strategies, each catering to different preferences through distinct design mechanisms.

🧵 A deep dive into both protocols & Comparative Analysis👇 2/ Volatility → speculative opportunity.

DeFi yields are known for its high ranges & variance.

@pendle_fi V2 enables yield trading via implied yield (YT vs. PT) whereas @StableJack_xyz V2 further strips real-yield from 'points' for isolated leverage.

Let's dive deeper⬇️

1/ On Institutional Investing:

Risk management & premium stability >> chasing high returns.

Priorities differ here.

Capital preservation, predictable cash flows & risk-adjusted returns over pure yield maximisation.

@pendle_fi PT is built to enable a market fit for this🧵 2/ In TradFi, fixed yield instruments & stable mutual funds are heavily institutionalised:

🔸Scalability: Sizing without disrupting market dynamics
🔸Predictability: Forecasted with low volatility
🔸(Low) Sharpe Ratios: Optimal risk-adjusted returns i.e. stability > speculation

1/ We'd came a long way since DeFi Summer 2021.

Today, DeFi has established multiple matured sectors with self-sustaining growth & activity.

Yet, this is considerably early as crypto still stands ~$3.3T MCAP vs. $133T of TradFi.

🧵Key insights on sector dominance👇 2/ DeFi's core premise is to deliver a more innovative & efficient system, addressing TradFi's key inefficiencies with proven PMF.

Similarly, DeFi comprises of multiple key sectors that usually follow an oligopolistic structure.

So how's the state today?

https://x.com/0xCheeezzyyyy/status/1855828414445638115

1/ Thanks to @_kaitoai I'd been really lucky to rake 945 yaps even with just 1.7k following.

It's never about the raw impressions.

I'd been asked on how this was achieved but tbh I don't really have a fixed strategy.

Looking back on my yaps journey, here's some insights👇 2/ My social graph is small & hence personal distribution is limited.

So most of my scoring depends on smart accounts engagement & amplification.

I create content focused on DeFi since its my edge & only write things that are purely my own thoughts.

No copy-pasta.

1/ DefAI makes crypto smarter & accelerates adoption.

The truth is: It needs strong accessibility & distribution which most lack.

Case in point: @SimulacrumIO framework by @EmpyrealSDK’s comprehensive, bottom-up framework solves this.

Here's why its an underdog in DefAI🧵 2/ DefAI landscape is nascent.

@griffaindotcom @HeyAnonai @orbitcryptoai currently leads the scene with abstracted DeFi task automation.

The tech looks promising.

But, for real adoption hinges on effective onboarding & distribution.

@EmpyrealSDK is purpose-built for this⏭️

1/ In 2024, @pendle_fi drove key narratives, advancing sector value discovery through V2 yield tokenisation.

With $ETH (re)staking & @ethena_labs’ rapid growth nearing maturity, attention now shifts to emerging sectors like BTC-Fi, still in early discovery.

🧵My analysis⬇️ 2/ @pendle_fi V2 yield tokenisation reflects sentiment on speculative returns, especially from point system airdrops.

H1 2024's LRT narrative drove a hype wave, visible in YTs price action.

For more context, refer to my prev. analysis on LRT pool perf.👇

https://x.com/0xCheeezzyyyy/status/1848554891884822662

1/ In today’s attention economy, mindshare → influence → value-accrual.

Crypto with its peak speculation, offers a massive yet underexplored arena for monetising attention.

Few realise, but @_kaitoai is transforming the CT mindshare primitive with yaps.

🧵Personal Insights 2/ Attention is finite & more scarce than you might think.

This positions mindshare as a valuable currency, evident in how KOLs/AI agents like @aixbt_agent shape trends & drive attention.

Platforms like @cookiedotfun @TheGoatIndex thrive as users chase sentiment benchmarks.

1/ Wrapping up the 2024 year as we head into the 2025, @base emerges as the top contender across the L2 category.

The YTD numbers speak for themselves:

🔸Ranked 18th in top revenue-generating protocol with annualised projection of $84.7M
🔸Net profit of $62.3M

🧵Key insights👇 2/ @base stands out for many reasons: from memecoin summer to powering AI economies @virtuals_io and hosting the largest metaDEX @AerodromeFi.

A ~26.6x growth in daily tx with a total of 1.2B tx YTD - just shy of Polygon & >2x Arb's 580M.

Its rise to top L2 is no coincidence.

1/ AI agents are evolving with cutting-edge interactive capabilities.

What's 'possible' in agentic operations is constantly redefined.

Enter @Simmi_IO, a based personality powered by @EmpyrealSDK that forged unique bond with @aixbt_agent.

🧵Here are some insights👇 2/ First, you need to understand the origins & what @EmpyrealSDK is pushing for.

The team has a proven track record of delivery features, with a strong background in infra & AI-powered systems like @SimulacrumIO.

Refer to this for a deep dive👇

https://x.com/0xCheeezzyyyy/status/1850889231356588045

1/ DeFi sectors often follow the “Oligopoly Thesis”, where a few key players dominate - built on trust, reputation & strong leadership.

We see this trend across the largest domains, and the same will apply to the emerging BTC-Fi - @Lombard_Finance $LBTC

🧵Insights & thoughts👇 2/ With roughly $1.6B TVL sitting in @babylonlabs_io after its recent Phase-1:Cap-2 deposit event, total BTC value across LRT protocols continue to grow to ~$1.68B.

@Lombard_Finance leading the charge, stands at ~$876M TVL since its recent inception less than 3 months ago.

1/ The Bitcoin runes market echoes the early NFT era, presenting profitable opportunities.

The Reason?

Runes is still in its infancy.

🧵Strategy & a post-mortem at the recent MEMENTO•MORI mint by @rodarmor with rewards from @alkimiya_io 👇 2/ MEMENTO•MORI runes is created by @rodarmor @realizingerin @hellmoneypod

Casey Rodarmor, “The Bitcoin Artist” is an OG bitcoiner famed for his "Ordinals Theory" that enabled inscriptions on Bitcoin.

Runes distribution:

- 50% airdropped to Patreon
- 50% for public mint

1/ "𝑌𝑖𝑒𝑙𝑑 𝑖𝑠 𝑡𝑜 𝐷𝑒𝐹𝑖 𝑤ℎ𝑎𝑡 𝑟𝑖𝑐𝑒 𝑖𝑠 𝑡𝑜 𝐴𝑠𝑖𝑎𝑛𝑠" – a diedie must-have.

@pendle_fi's rise isn't by chance.

It's essentially a zero-to-one innovation that in an untapped space - the Yield Sector, sitting ~$5.2B while DeFi's overall TVL stands at ~$80B🧵 2/ DeFi yields can be volatile, even with the modest risk-off assets seeing increased rate volatility YTD.

@pendle_fi aims to democratise access to yield markets.

This is done via tokenising the asset's yield & principal parts for users to speculate or lock in the fixed yield.

1/ Scaling EVM blockchain throughput has been really challenging.

While alt-VMs like @solana @SuiNetwork boast faster speeds, they might not hold that title for long.

Emerging contenders like @monad_xyz @megaeth_labs are poised to challenge the status quo.

Deep dive 🧵👇 2/ Pre-Context

Blockchain faces the impossible trilemma where it is can't achieve simultaneously:

1. Security
2. Decentralisation
3. Scalability

Even if (1) & (2) are sacrificed to optimise (3), traditional EVM chains are still constrained by design-related inefficiencies.