StacyMuur
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Tbh, this is the first year of my Web3 grind where I feel exhausted ahead of the holidays.
Was 2025 a tough year for you?
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InfoFi was not long-living.
It was very yielding in Q1 (but you had to be an established creator).
It was reliable and innovative in Q2 (but the first signals of fatigue like Loudio were already visible).
It was sometimes below expectation in Q3.
But Q4 killed it.
When you grind for 3+ months and get $90 for daily shilling – this is not what you want, eh?
The fun part here is that the one who won from InfoFi are InfoFi protocols.
They are paid in stable cash for listing a new leaderboard, not in tokens.
As a result:
Protocols:
(minus) cash (a lot of!)
(minus) tokens
(plus) not too good shill
W
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Memecoin season is over.
Speculators need a new game ↓
@TalusNetwork launched @idoldotfun - betting on AI agent competitions instead of tokens.
It's called Agent vs Agent (AvA) Markets.
In short:
AI agents compete in transparent onchain battles.
Users bet on outcomes through prediction markets.
Everything settles onchain with verifiable rules.
No rug pulls, no insider manipulation, just provably fair games.
Since testnet
10K+ participants, 54K+ AI responses generated, $50K in incentives.
Imo, numbers look solid, but this was heavily incentivized testnet activity. The real question is whether p
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People find BTC at $70K just as likely as BTC at $115K.
Less than 50% now expect it to reach $100K.
Which side are you on, anon?
BTC-4.53%
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I do think that prediction markets are the most accurate barometer for understanding expectations.
Pure alpha.
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A snapshot of @Acurast's testnet ↓
> Phones Onboarded158,136+
> Testnet Transactions522M+
> Developer Deployments229,048
> Services Deployed94,200+
How good will the mainnet be?
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Btw, @Polymarket is now pricing a 95% chance of a Fed rate cut on Dec 10.
For crypto, this is a macro toggle for how the entire market trades into 2026.
Since the Oct 10 washout, BTC has traded like a confused high-beta macro asset: first down ~25% to ~$80K, now back to ~$93K while total crypto mcap fell 4%.
Sentiment flipped from “this was supposed to be the bull year” to pure indecision.
A cut is the next clean catalyst, and if the Fed delivers 25 bps, the transmission into crypto likely runs through three channels:
1️⃣ Cheaper liquidity
Lower front-end rates reduce the opportunity cost of h
BTC-4.53%
ETH-6.78%
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A quick note on @Acurast's unique positioning ↓
Acurast = Smartphone-based compute network leveraging consumer mobile devices' built-in TEEs and HSMs
Competitive advantages:
• Massive potential node base: Billions of smartphones globally vs. limited server infrastructure
• Lower barrier to entry: Anyone with a smartphone can participate
• Geographic distribution: Natural global distribution of mobile devices
• Cost efficiency Utilizes idle smartphone compute power
• Hardware security: Built-in TEEs/HSMs in modern smartphones
Competitive disadvantages:
• Performance limitations: Smartphones le
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Antonkorolvip:
ku
Major events to watch next week: Dec 7–14
1️⃣ @stable Mainnet (Dec 8)
The Tether-backed “stablecoin L1” goes live – watch stable inflows, fee-vault yields, and early CEX liquidity.
2️⃣ @megaeth Mainnet Launch (Early December)
The real-time ETH L2 hits mainnet; $500M+ pre-deposits make it the week’s top high-performance infra trade.
3️⃣ @MidnightNtwrk ($NIGHT) Redemption (Dec 10)
Cardano’s privacy chain opens claims for 4.5B tokens; staking uptake will signal whether ADA’s DeFi pivot has legs.
4️⃣ $WET TGE @humidifi | @JupiterExchange (HumidiFi/Jupiter) - First native perps DEX sale via Jupiter
MAJOR-2.73%
STABLE2.56%
L10.94%
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Biggest narrative shift by year:
> 2020: DeFi Summer (yield farming mania)
> 2021: NFT PFPs (apes > fundamentals)
> 2022: Bear Market Builders (real utility emerges)
> 2023: Ordinals & Bitcoin DeFi (BTC wakes up)
> 2024: AI Agents & Onchain Inference (crypto x AI)
> 2025: ___________?
BTC-4.53%
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December 4, 2020.
Top-10 CMC.
When in doubt, zoom out.
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Teams delaying TGE & mainnet in this market – good or bad?
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