Kan_0xGemi
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➥ Latency-as-a-primitive on SVM: why @Fogo matters for real-time DeFi
► What changed this week
➤ Pyth integration → sub-10ms price ticks feeding perps, AMMs, options
➤ Multi-local consensus tweak → ~35ms blocks, ~15% lower peak latency
➤ Ambient perps live → $5M initial liquidity, HFT-grade flows on-chain
► Why it’s a big deal
➤ 50k+ TPS devnet with 300% post-mainnet TPS growth = liquidations and risk engines that don’t stall
➤ Pure Firedancer client + SVM parallelism keeps throughput high as validators co-locate
➤ Fee flexibility via SPL relayers trims onboarding friction while preserving sel
PYTH-9.73%
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Thesis
- Chain abstraction + creator flywheel is the go-to GTM for perp aggregators, @vooi_io nailed the mix: one balance, zero gas, RWAs via Gains
- Points + cSNAPS meta is still mispriced; top 300 csnappers can hit 4 5 figs if they grind volume/referrals/COOKIE
- Trick or Trade ends Nov 1, leaderboard routing volume across GMX/KiloEx/Gains → free mindshare + real usage
- Copy-trade whales, track PnL in USD, farm rebates, prep for $VOOI TGE Q1 '26
If you’re trading anyway, route it through VOOI Light and stack the multipliers #PerpTrading
COOKIE-7.85%
GMX-3.67%
KILO-4.82%
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ZK only scales as fast as the prover does
The pain today:
long queues
high proving costs
UX that feels like dial-up
@cysic_xyz is pushing speed at the metal + a distributed prover network
→ specialized silicon with GPU/FPGA acceleration
→ parallel proof pipelines across regions
→ lower cost per proof, faster finality
→ plug-in support for common zkVMs and coprocessors
When evaluating zk infra, track:
latency (ms), cost per proof, circuit coverage, stability under load
If they keep driving toward sub-second proofs on standard circuits, rollups, ZKML, and onchain games move from “demo” to daily
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BREAKING: Conversational perps on Base are live via @avantisfi inside @HeyElsaAI
Type: “Open a 2x long on ETH on Avantis, TP 1%, SL 0.5%” → Elsa parses intent, previews risk, autofills orders, and executes with take-profit/stop-loss in 80+ languages. 6M+ prompts processed, $158M+ routed. Trading perps, made human
Incentives now matter: Protocol Explorer Quest #1 (Avantis) pays EP for your first trade, on-chain activity multiplies Wallchain Quacks, and Points V2 (Oct 25) adds levels plus yield and limits. Epoch 1 snapshot Nov 30, Dec snapshots for EP. Start: #DeFi #Base
ETH-2.65%
AVNT-12.44%
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DePIN x #RWA# x #InfoFi# is where the next checks clear this szn
@ownaiNetwork lets you co‑own automation that actually works: Unitree fleets, factory bots, autonomous mobility tracked on‑chain with live revenue dashboards and DAO votes
Quick alpha:
- Yapper Collective pays points that convert to pre‑TGE airdrops
- Own‑M testnet opens Nov 1 with daily points for sim ownership
- Vote on the first industrial asset by Oct 30
Get in early, yap smart, and secure your slice of the machine economy
RWA-6.53%
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We track multi‑agent stacks stepping out of demos and into delivery
► Why @SentientAGI matters
▸ ROMA breaks tasks into transparent steps; ROMA Search hit 45.6% on SEAL‑0 and SOTA on FRAMES
▸ OML 1.0 fingerprints 24k+ unique markers, enabling provenance, licensing, and royalties for open models
▸ Sentient Chat links intelligences in one UI so you can audit every agent hop
Set a reminder on GRID mainnet, verifiable compute, Asia expansion. Bring tough questions and make #OpenAGI win
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➥ @AlloraNetwork = a self‑improving, decentralized AI network for onchain predictions
Here’s what stands out
• Mainnet Beta live; full launch + TGE Q4 ’25
• 100+ testnet integrations (ecosystem map just dropped); 692M inferences; 53% $BTC directional accuracy on Topic 65
• zkML privacy outputs Q1 ’26 + IBC/EVM bridges
• $ALLO → pay for inferences, stake to secure, govern
Why care: context‑aware synthesis beats single models and turns intelligence into a verifiable primitive for DeFi, gaming, agents
Builders: Python/TS SDK + Forge to ship models; Yapper/Points snapshot Oct 31 for airdrop #DeFAI
BTC-1.48%
RWA-6.53%
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Chasing virality or yapper rankings is dumb. Focus on expected value: spend $BOOST on Entry Boosting across Alphabot + Pulse for more entries, higher probability, gasless on Abstract. Buy your edge, stack AP/Yaps, and let compounding do the work with @boostdotgg
Ignore the “ends in 63 days” brain fog. Plot the payout calendar: Season 2 allocates 5M $BOOST, Stake x Pulse leaderboard pays $40K with a 20% deposit bonus, Memeland claims close Oct 30. Web2 funnels + Sidemen-scale reach = fresh demand. Game the math, not the hype #Web3
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Real-time DeFi roundup on @Fogo
- Pyth integration delivers sub-10ms price feeds for perps, AMMs and options
- Ambient Finance adds perps with $5M initial liquidity; test fast execution on-chain
- Multi-local consensus tweak cuts peak latency 15%, ~35ms blocks and 300% TPS growth since mainnet
- Flames snapshot Nov 1; 1,000+ Flames = airdrop eligibility. Stake PYTH or rack volume to stack points
- Wormhole bridge lands in Q4 for cross-chain flows
Institutional-grade speed, self-custody, SVM tooling. Build, trade, stake and #DefyPhysics with $FOGO @fogoNFT
PYTH-9.73%
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VOOI is quietly shipping the first chain‑abstracted derivatives marketplace → the edge is still underpriced
Quick framework ↓
- Product: one balance, zero gas, perps across Arbitrum/Base/BNB/Solana; 100+ pairs incl. forex/commodities via Gains; $200M daily ATH and 733% DAU growth signal real demand
- Incentives: pre‑TGE points + cSNAPS now 1.92% of $VOOI; 10% for early traders; Trick or Trade ends Nov 1; cSNAPS to Nov 15; 50% TGE unlock + 6m vest; TGE targets Q1 2026
Playbook:
- Trade perps/RWAs on @vooi_io Light/Pro
- Refer quality users, stack points
- Stake $COOKIE for 5 10x multipliers
If
COOKIE-7.85%
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What is OWNAI and why I’m watching?
@ownaiNetwork is building an AI automated asset marketplace co‑own robots, AVs, and logistics fleets, earn on‑chain revenue, and govern the treasury via the DAO. Real productivity turned into participatory yield #DePIN# #AIAssets#
- Real revenue: 5 15% APY from asset performance with live transparency dashboards
- Catalysts: Own‑M mobility testnet opens Nov 1; Black Panther robot vote closes Oct 30; Unitree integration live
- Growth loops: Yapper Week (Oct 27 31) double points; airdrop snapshot Nov 15; 5% supply to creators
- Token: $OWN TGE Q1 ’26 with stak
OWN-0.07%
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OML Fingerprints → the backbone for provenance, licensing and royalties in Open AGI
+ 24k+ unique markers embedded into LLMs without performance drag
+ Verifiable IDs track origin/updates while preserving privacy
+ $85M seed backing creator-owned, monetizable intelligence across the GRID
How the stack shifts ↓
ROMA for recursive multi‑agent control, MindGames for adversarial skill tests, LiveCodeBench Pro proving smaller models can reason under pressure
2M+ onchain users, and loyalty as an economic primitive #OpenAGI
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