Scrolling through TL and saw a lot of my friends complaining that they dropped in Infinex Yaprun this week. And checking my own, I saw the same thing lol. I dropped 26 ranks this week and 1 rank in the overall ranking. Not sure why because I didn't change much this week. But maybe the problem is that when I'm still going at the same speed and others are speeding up, I'm definitely left behind, right? Also saw some new people entering the rankings this week. Everything is still great and stable. There are new projects and new trends but Infinex is still being cared for and active every day. Congratulations to @infinex team and to those who did well this week.

Is InfoFi Really Dying? I’ve been watching InfoFi evolve from the early days when it felt like a new way to connect projects with real users right up to now, where everyone’s asking if it’s basically on its last legs. So here’s my take, laid out honestly, with all the good and bad. 1/ What Went Right InfoFi came in hot. It gave projects a way to reach users, made earning in crypto more accessible, and built this whole new layer where people could get paid for their attention, ideas, and engagement. - Brands loved the hype and onboarding spikes. - Users loved the rewards and leaderboards. - Platforms like Kaito made real money (listing fees, token taxes, SaaS). But lately, if you scroll the timeline or talk to anyone in the trenches, you can feel the energy shift. The system just isn’t working the way it used to. 2/ Why the Old Model Is Breaking Let’s be real. Extraction is everywhere. Most “active” users are farming for tokens. They’re not sticking around to use the products or build communities. Projects shell out massive listing fees and token allocations for campaigns, but when the dust settles, barely any new loyal users remain. Genuine contributors, builders, and thoughtful KOLs get drowned out by copy-paste threads, AI content, and engagement games. It’s becoming a grindfest, not a place for real discovery or growth. 3/ Platforms Win But Projects and Users Lose It’s hard to ignore: Platforms like Kaito keep raking in listing fees and cut of token taxes even if actual project ROI is flat or negative. Projects pay $150k or more just to get listed, then hand out huge token allocations that often fuel quick dumps (not long-term communities). Users especially those looking for deeper involvement get burned out by the endless grind and low-effort content. 4/ Is There Any Silver Lining? Yeah, InfoFi did offer some fresh opportunities: - More people got a shot at earning in crypto without needing to code or spend big. - Some standout projects and users built new followings, learnings, and even jobs out of this system. - When anti-bot tools, curation, and real-user rewards work, you do see better conversations and longer retention. But right now, those feel like exceptions, not the rule. The platform that cracks this shifting from “who farms hardest” to “who brings real value” will own the next chapter of crypto social. ------------- 5/ Final Thoughts InfoFi blew up for a reason, and it brought a lot of people into the space. But if nothing changes, the cycle of big fees, low impact, endless farming, and mounting fatigue will just keep going till nobody cares anymore. If you care about the future of crypto community, now’s the time to push for smarter incentives, real voices, and transparency about what works and what doesn’t.

Fun fact: Infinex runs smoother than my mental health every morning. That’s bullish for both of us.

Đôi lời tâm sự mỏng với anh em trong cộng đồng. Thật ra kế hoạch năm nay của mình hoàn toàn không có việc sẽ build cái gì liên quan đến cộng đồng và nhất là ở Việt Nam Phần nhiều là vì mình khá bận với nhiều vai trò khác nhau, còn lại thì mình cũng ngại việc build 1 account song ngữ. Nhưng đôi khi có nhiều chuyện xảy ra không như mình đã nghĩ. Xuất phát từ 1 drama với 1 KOL ở Việt Nam mà mình mới quyết định “muốn làm gì đó” để anh em chấm dứt việc bị dắt mũi. Như anh em cũng đã thấy thì mình build cộng đồng này ko nhằm mục đích kinh tế, cũng không có ý định gì về việc kiếm fame từ đây. Tất cả là free và hoàn toàn dựa trên kiến thức và trải nghiệm của bản thân. Nói không với mõm và bịa kiến thức để lùa cộng đồng. Quan điểm và mục tiêu thì vẫn nhất quán là support cộng đồng Creator Việt Nam có thể có kĩ năng và được trang bị tốt hơn để đi thi đấu với quốc tế. Nhưng để làm được những điều đó thì không thể dựa vào 1 mình mình. Đó sẽ cần là tầm nhìn chung của rất nhiều người không chỉ là ở trong đây mà còn là những Creator khác ngoài kia mang dòng máu Việt Nam. Mục đích của mình khi tạo ra cộng đồng này là để các bạn hãy mạnh dạn, chủ động và nghiêm túc với việc build branding. Đừng ngại việc chia sẻ và viết về những hành trình, khó khăn hoặc kể cả là flex thành tựu của mình ở đây. Vì việc viết hay bất cứ công việc nào khác. Chúng ta chỉ có thể master nó khi chúng ta đã tập luyện và lặp lại nó rất nhiều lần. Qua một thời gian ngắn kết nối và theo dõi thì mình cũng đã thấy một vài anh em bắt đầu có kết quả nhất định sau khi thay đổi. Đó thật sự là niềm vui với mình. Và như mọi người đều đã thấy Chính phủ cũng đã có những bước đi rõ ràng hơn để hiện thực và hợp pháp hóa Crypto ở Việt Nam. Vì vậy mình tin rằng trong tương lai những người có kĩ năng, kinh nghiệm và góc nhìn sâu sắc trong ngành này sẽ có nhiều con đường để tiếp tục phát triển. Hãy kiên định và tiếp tục tiến lên. Mình rất tự hào khi được đồng hành cùng mọi người trên hành trình này.

Gm We're fine.

Thinking of joining the new KaitoAI Capital Launchpad with Theoriq? I did the math so you don’t have to. Here’s what you should really know before throwing $1,000 into it 🧵 ----------- 1. TL;DR of the raise: • Raise: $2M • Valuation: $75M FDV • Token Supply: 1B Unlocks: • 25% at TGE • 37.5% after 12 months (cliff) • 37.5% linear (months 13–24) So if you invest $1,000, you get 13,333 tokens at $0.075. But you can only sell 25% at TGE → 3,333 tokens = $250 unlocked. ----------- 2. When do you break even? To recover your $1,000 at TGE, those 3,333 tokens must be worth $1,000. That means: → Token needs to launch at $0.30 → That’s a 4x from entry price ----------- 3. Can it 4x? Maybe. But here’s the reality check: i/ Big VC bag overhead - That’s 300M tokens, and you're only getting access to a slice of 2M raise now. - You’re joining at the tail-end of the raise - Early seed buyers likely got in much cheaper than $0.075 ii/ Unknown circulating supply at TGE - We know you unlock 25% - But how much will be live from treasury, team, community, or other VCs? - A low float could cause a pump or a dump. iii/ $75M FDV is not cheap - It’s already halfway to $150M (previous round valuation) - For a token with no TGE, no utility live yet, and early-stage product traction. This is mid-to-high risk ----------- 4. So is it bearish? Not necessarily. You can win if: - The TGE pumps 3-5x - There’s a big KOL/media push - Circulating supply is low enough for a demand squeeze - You’re down to hold for 12–24 months But if you're hoping for a quick flip, it's high risk. ----------- 5. Context matters: - Theoriq raised $10.2M from solid names: IOSG, HashKey, Hack VC, Hypersphere, SNZ, etc. - They’re launching Alpha Studio, AlphaSwarm, and set aside 18% of tokens for the community. Tokenomics: • 30% Investors • 28% Treasury • 24% Team (3Y vest) • 18% Community (yap-to-earn, ambassadors, etc) Still fundamentals don’t cancel out valuation risk. ----------- 6. Recap: If you invest $1,000 Token at $0.075 → sell $250 at TGE Token at $0.15 → get $500 (still -50%) Token at $0.30 → break even Token at $0.50+ → early profit The question is: Do you believe $THQ can 4x at launch? That’s the bet. ----------- 7. Final thoughts This post isn’t hype or FUD. It’s just basic math, context, and protecting your capital. If it helps, drop a like or RT for others doing due diligence NFA, do your own research, protect your capital. Thank you

8 months on Kaito and the growth is real. More smart followers. Higher on the leaderboards. But more importantly: deeper connections and sharper insights. No spam. No shortcuts. All organic. Just showing up, staying consistent and posting what I actually believe in. Kaito isn’t just a grindfest. If you play it right, it becomes a signal amplifier Onwards 🚀

Pudgy Penguins at 4 Years Old: By the Numbers 🐧🎂 1/ Pudgy dropped on July 22, 2021. 8,888 NFTs at 0.03 ETH mint. Sold out in under 20 minutes. 2/ LucaNetz acquired the project for 750 ETH in April 2022. 3/ Over 2M+ plushies sold, now available in all major retail stores across the United States. 4/ The most memeable NFT brand alive with 53B+ GIPHY views. 5/ Expansive ecosystem with ~5M followers across all social media platforms. 6/ Airdropped $PENGU to ~7M wallets. The largest in crypto history. 7/ Most expensive recent sale: Penguin #6873, sold for 400 ETH ($1.48M). 8/ First NFT collection that submitted one official ETF application. 9/ 27+ trademark filings protect IP, toys, brand marks, and digital rights worldwide. 10/ Token based on the most successful NFT collection in history with $4B FDV, currently ranking in the top 50 coins by market capitalization. From JPEGs to Walmart shelves to Wall Street filings. Happy 4th birthday, Pudgy Penguins 🐧💙 The Internet’s favorite IP just getting started.

It’s been 24 hours since Kaito announced Espresso as its first Launchpad project. Besides concerns about FDV and Vesting Terms, there are still many people defending it. But they forget the most important thing. It's not about whether Espresso is good. It's about what price you're paying to find out. Let's review some information: Espresso’s raise history: - 2020: Seed round (~$2M) - 2022: Series A (~$30M) - 2024: Series B (~$28M) - 2025: Launchpad public round with $400M FDV That means: - Seed investors have been in for 5 years - Series A VCs for 3 years - And they’ve likely seen no liquidity (token not launched until 2025) In the VC world especially in crypto. 3–5 years without an exit is already pushing the limits of partner patience and fund performance pressure. --- So what happens? If insiders can’t sell equity (since there’s no acquisition or IPO), they need an alternative liquidity path: → Answer: The token launch But to make this token launch work for them: - It needs a high FDV, so their token allocations are worth something big on paper - But the retail buyers can’t feel rugged so they design: → 0% TGE for private rounds → 1-year cliff, then linear vesting over 12 months This looks good optically: “See? Insiders can’t dump at TGE. We’re protecting you.” But functionally, what it really does is: - Push risk onto public round participants - Lock insider tokens during the hype cycle, but prepare a runway for exit just as the hype cools So while VCs don’t exit immediately, this design gives them a clear glide path with FDV set high enough to hit fund-returning multiples if price holds anywhere near launch levels. --- Why This Matters Most public buyers think: “0% TGE = safe from dumps” But they forget: - They’re buying in at the top of the valuation curve - With a 2-year vesting window ahead of them - While earlier VCs already 5–10x'd on paper and will be ready to sell into any strength once cliff ends --- Not saying Espresso is a bad project. But let’s be real: You’re not “early” here. You’re exit liquidity, just politely delayed over 2 years. Not financial advice, but know what you’re buying.

It’s Launch Week⚡️ The $OMNI Presale goes live on July 25⌛️ After 3 successful token launches📈across two chains, we’re unifying it all into one powerful engine on 6 chains🌐 Built with most advanced V4 engine, $veOMNI governance and self sustaining liquidity infrastructure🚀