crypto since 2018 | yield and aura farmer
Joined March 2022
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so let me get this straight. what KAST did is:
> promise airdrop
> farm their community
> take the promise back
I can name 3-4 projects that they have done the same this year, should i name a few?
So let me get this straight: Kast grew their crypto credit card business by offering very high cashback in airdrop points.
Then they said, "most tokens go to zero", so instead of an airdrop, we'll give you real equity in Kast, a growing business, how exciting is that?!
And now they're saying, "yeah we're not doing equity", but here are a few vouchers and new points that might have benefits in the future, but no guarantees.
Everyone promoting this and riding around in these bullsh*t Kast VIP vans should be ashamed of themselves
Morpho borrow interest just hit all-time highs
weekly borrow interest is now above both previous peaks (late 2024 and Nov 2025)
what stands out:
→ three waves of growth, and each cycle bottomed higher than the last
→ base has grown from a sliver to a major share of interest paid
→ new chains like robinhood are starting to contribute
→ ethereum still leads, but activity is spreading across chains
borrowers paid $6.5M in interest last week alone, which is a noteworthy demand signal
source: @Morpho
masterpiece marketing lessons from @robinguards
those guys managed to climb the attention leaderboard and everyone is talking about them
here is how:
1. they jumped into a random group of random creators and launched a campaign
2. the criteria to select the creators was their follower count and sorsa score
3. after their campaign ended they proceeded to an nft sale selling 280 arts
4. they started posting on x that those creators scammed them and they have botted followers
5. didnt pay the creators for their posts
6. ct started dissing on the project and the creators
what an amazing plan and execution if you want to get attention
I think that as ai agents get smarter the usage cost isn’t going to drop. it’s going to climb
once agents can actually finish complicated multi-step tasks, they are going to burns more compute power
so the bet for Ai companies looks like this:
launch as many features as possible early
and that's why the main focus is to attract as many users as they can, and increase their retention rates
then the pricing lever is gonna be higher. And due to the fact that you're used to the tasks that are part of your daily routine, all you will have to do is eventually to upgrade to a more expensive plan
a random project calls ct KOLs scammers
they claim the hired 200+ KOLs with 10M+ combined followers
meanwhile nobody in ct knows those accounts:
Crypto Twitter KOLs are a fucking scam. And we have the numbers to prove why.
We hired 200+ KOLs with 10M+ combined followers. Every single one had a 400+ Sorsa score and 100+ Smart Followers. Most had 1,000+ Sorsa.
200+ KOLs posted twice each.
Our result? 280 NFTs sold at $5.
Now let’s talk about this circus.
Fake views. Fake likes. AI-generated replies that don’t even understand what the project does. The same fucking accounts liking and replying to each other in engagement groups, recycling engagement and pretending they’re influential.
You have 200K followers but can’t prove you have actual buyers. You’re scared of referral deals because deep down you know nobody will click your links, buy anything or convert.
YOU HAVE BOTTED FOLLOWERS, NOT INFLUENCE.
And the funniest part? You genuinely think you’re marketing professionals. You’re a bunch of engagement farmers playing influencer, selling fake numbers to projects and calling it a career.
Our team tested this firsthand. We were ready to pay for influence, but got fucking nothing.
And you wonder why CT is dying? Why projects are cutting deals? Why marketing teams are moving to TikTok and Instagram?
BECAUSE NOBODY WANTS TO PAY FOR YOUR BULLSHIT ANYMORE.
Honestly, go work at McDonald’s. At least you’ll serve people something useful instead of selling projects fake engagement and pretending to be important.
200+ KOLs. 10M+ followers. 280 NFTs sold.
That’s your fucking influence.
bnb chain already has strong liquidity and developer activity. what it still needs for real institutional capital is confidentiality and verification
institutions will not deploy large positions if every balance, trade, and strategy is fully visible
@primus_labs brings this layer to the bnb ecosystem as confidential infrastructure for institutional onchain finance
it combines zktls and fhe so sensitive data can stay private while remaining provable:
- zktls creates zero-knowledge proofs from banks, custodians, and apis without exposing the underlying information
- fhe enables computation on encrypted balances and transfers so positions stay confidential by default
- selective disclosure lets authorized parties verify only what is required
this makes the bnb ecosystem more suitable for institutions by enabling:
- privacy-preserving proof of reserves on bnb chain
- confidential settlements and stablecoin transfers
- compliant credit and risk assessments
- auditable activity without full public transparency
confidentiality and verification are the missing pieces for institutional adoption on binancecoin:native
binance just passed another real stress test
withdrawals came back online and there was roughly a 2.3b outflow, but the majority of users didn't rush for the exit
big win for the platform
users clearly showed support and trust when it mattered
this was the biggest hack in crypto history yet it also proved the industry is more robust now, with platforms that have actually earned their users' trust
Binance began restoring withdrawals in phases at 06:00 UTC on November 1, 2026. By 12:36 UTC, withdrawals had resumed for all 15 networks and assets in the initial phase. After an initial spike, withdrawal volumes have declined and are stabilising as expected, while deposit volumes have remained substantial.
Between 06:00 and 15:30 UTC on November 1, we processed $4.649 billion in withdrawals and $1.01 billion in deposits, resulting in a net outflow of approximately $3.64 billion. This represents 2.1% of our $171 billion in total assets under management (AUM), based on the latest available Proof of Reserves (PoR) data as of October 28, 2026. A new PoR snapshot was taken at 00:00 UTC on October 31, and zero-knowledge proof (ZKP) computation began. The updated report is expected to be available on our PoR website tomorrow.
Our team continues testing rigorously the remaining networks and assets. We know how important safe and reliable access to your funds is and will share details of the next phase as soon as we can. Rest assured that market conditions are stable.
Thank you for your patience and continued support.
- on july, ct was full of polymarket bets
- on august, ct was full of fomo trades
- on september, ct was full of robinhood memecoins
- on october, ct was full of red charts
what's coming on november?
3-month performance of defi lending and yield tokens vs the s&p 500
s&p 500: +3.1%
vs
$ena: +138.1%
solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS: +80.5%
$cvx: +62.9%
$fluid: +53.7%
$pendle: +30.3%
$comp: +25.1%
$morpho: +20.6%
$sky: +19.0%
8 out of 9 of these defi tokens beat the s&p 500, and an equal-weighted basket of all nine is up about 46% while the median token is up about 30%, roughly 10x the s&p’s 3.1% over the same window
why this matters:
8 of 9 outperformed, so the strength was broad, not just one token
even without ena, the average is still up about 35%
defi lending and yield is showing real momentum next to traditional markets
buybacks like ena’s are putting more focus on value for token holders
if you bought these tokens instead of just holding the index, you may have ended up with much higher profits over these 3 months
Took some time away from screens and enjoyed a good steak
sometimes it's nice to recharge and get back stronger
one of the greatest tools that X team has delivered
you can now check if any of your posts, or your account was flagged with limited visibility for a certain period
checked mine and I am marked safe for september
what about you??
Under the Hood now shows you which posts received a visibility-limiting label, making it easier to see what’s affected: teapawt.net/i/jf/under_the_hood
This was a top request — thanks for the feedback.
You’ll see the specific posts listed when fewer than 5% of your posts during the report period have that label.
ALT Screenshot of X's Under The Hood feature, showing a list of posts that have a given label.
lessons learnt from the recent Binance hack:
- Binance proved they are the biggest exchange, by handling a $6b hack with no asset losses for their users
- In such events, competition becomes partnership
- biggest enemy of crypto will always be hackers
- never click on links or download attachments at your computer without having appropriate safety