Psyops retweeted
To everyone in crypto, It's time to stop accepting extraction as the norm.
Cycle after cycle, we've watched the same mistakes repeat. The same short-term thinking. The same value extraction.
At @AscendLaunch, we're here to raise the standard for this entire industry. We believe the value created onchain should flow back to the people and ecosystems responsible for creating it.
It's time to break the cycle. It's time to build something that lasts. It's time to push this industry forward.
We will make onchain great again.
That's a promise.
The wealth effect of kinetiq:native is about to begin, sparking an onchain movement similar to when Solana generated a wealth effect and started a multi-year onchain bull run.
Some of the best times of trenching were during the Solana wealth effect era. When it had ran from $8 to $290 over 2 years, onchain flourished incredibly well and many traders were able to achieve generational wealth.
We are seeing the same exact setup on kinetiq:native, and have built @AscendLaunch the most participant-aligned launchpad, built on Elysium, the value-accretive L2.
For the first time, an L2 and its leading launchpad are aligned around growing ecosystem value rather than extracting it.
We have positioned the premier launchpad as value-accretive to the entire Elysium ecosystem, from the foundation ($HYPE) to the Layer 2 (kinetiq:native) and finally to participants on our launchpad (traders, stakers, and builders).
Rather than develop a launchpad token, we have chosen to adopt kinetiq:native as our protocol token, and have made major improvements to our tokenomics upping our KNTQ buybacks to 80% of protocol fees going into buying KNTQ, burning it, and deploying it strategically.
This, paired with 50% of Elysium sequencer fees going to buying back and burning kinetiq:native makes the setup extremely asymmetrical.
We believe that if kinetiq:native does well, so will onchain, which will mean that Ascend does well making our participants have an even stronger flywheel. KNTQ does well -> Elysium does well -> Ascend does well -> Traders, builders, stakers do well -> KNTQ does well. This is the flywheel and wealth effect we expect to see with kinetiq:native.
The problem: Traditional launchpads extract liquidity through competing protocol tokens, fees that leave the ecosystem, and little sustained demand for launched tokens.
Our solution: No protocol token. Instead, Ascend has adopted kinetiq:native as our protocol token. 90% of Ascend protocol fees buy back KNTQ (80%) and HYPE (20%). The remaining 10% is the team treasury.
Staking: Users stake HYPE via kHYPE on Ascend, directing yield toward ecosystem token buybacks while earning four reward streams: HYPE, ecosystem tokens, KNTQ, and boosted DEX referral fees.
20% HYPE allocation:
- 50% Staker rewards
- 50% Protocol-owned staked HYPE on Ascend
80% KNTQ allocation:
- 40% Burnt
- 60% deployed strategically across ecosystem token buybacks, Ascend points program, protocol-owned KNTQ LP across Ascend token pools + kHYPE
- Traders: No competing protocol token extracting liquidity from their positions. Ecosystem buybacks from protocol fees + staking yield.
- Tokens: Recurring buybacks funded by protocol fees and staker yield. Supported LP depth from Ascend treasury.
- Builders: No launchpad token competing for liquidity, grants, launches with dedicated buyback support through Ascended listings, and a growth path to HyperCore spot and HIP-3 perps facilitated by Kinetiq's HIP-3 Perps DEX, as well as rev share from Ascend via our Strategic Partnerships.
- Stakers: Multiple reward streams while supporting ecosystem growth.
Unlocking new capital: Rather than recycling the same liquidity across Solana, Base, and Robinhood, Ascend gives HYPE holders a way to deploy sidelined capital into new ecosystem launches.
The Elysium advantage: While other L2s retain sequencer revenue, Elysium directs 50% toward KNTQ buybacks and 25% toward builders.
Ascend commits 100% of its sequencer-fee allocation to grants for builders launching on Ascend, creating a powerful incentive to build on Elysium instead of competing ecosystems such as Base & Robinhood.
The scale: At $5M/month in Elysium sequencer fees, a 10% allocation to Ascend would generate $500K/month in builder incentives, funding grants, HyperCore spot listings, AMM liquidity, etc.
For reference, Robinhood generated $14M in sequencer fees in a 30-day period, while Base generated approximately $75m in a 1 year period.
Further, the buyback effect of a top launchpad on HYPE, KNTQ, and ecosystem tokens are significant.
In September, the 30d total of fees generated across top launchpads: PUMP ($165M), PONS ($132M), Flap ($41M), Stonkfun ($27M). At scale, Ascend would contribute mid 6-figures to low 7-figures of daily buybacks to HYPE & KNTQ.
The vision: Make Ascend the obvious place to build, trade, and stake. Stakers are the backbone of Ascend, and will receive many benefits of the protocol's success with many rev shares in place.
Builders are attracted by grants, sustained buyback support, a clear path to HyperCore spot and HIP-3 Perps through Kinetiq, and eventually becoming an Ascend Strategic Partner.
Traders are attracted by PVE tokenomics where protocol activity strengthens the ecosystem instead of extracting from it.
Together, these create a flywheel: better incentives attract better builders, better launches attract more traders, and more activity drives even greater buyback support and ecosystem growth.
Psyops retweeted
Fair token launches need fair token backing in order to be successful long-term.
That's why we're building Sovereign Treasuries at UFG so every community can have a permanent floor and have all their members equally share in its success.
Founders Rise Together.
Psyops retweeted
Strap in and consider this my official update on the kinetiq:native thesis, specifically regarding @Enter_Elysium.
Best way to do this is to refute some arguments I've seen:
1. "L2's are parasitic"
It's very lazy to compare Elysium to other L2s from the past. Robinhood Chain has generated a little over $50m in fees, of which $5m went to Arbitrum, and a whopping...$70k went to $ETH blob fees.
HyperEVM hyperliquid:native fees are burnt, whereas sequencer fees on Elysium go to kinetiq:native buys and builders (more on this later), but HyperEVM fees only account less than 1% of Hyperliquid total revenue. Papertrade is actually much more directly parasitic to hyperliquid:native; HyperEVM fees are peanuts even if Elysium vamped them entirely.
An under appreciated dynamic that a lot of people don't know is that HyperEVM USDC applies to AQAv2 hyperliquid:native revenue too, and USDC on Elysium will as well. Assuming the HyperEVM burns around $25k of hyperliquid:native a day, every additional $1b USDC that Elysium onboards in TVL would burn 4x that same amount due to AQAv2.
For reference, Solana has ~$7.5bn USDC and Base has $5b. Robinhood chain is predominantly USDG, which they monetize on, and ETH obviously gets nothing from. Imagine if Base contributed to $175m (3.5% of $5b) of value accrual to $ETH via their USDC TVL...maybe my $5k/7k $ETH calls would actually hit then 🙃
Beyond this, the entire selling point of Elysium is that it sits adjacent to HyperCore. propAMM's are functionally impossible on HyperEVM now due to the 1s block time (amongst other reasons). Additionally, on the HyperEVM, you can only read Hypercore price, not order book depth.
As a result, Solana does 25-50x the spot trading volume that Hypercore/HyperEVM handle. If Elysium can eat even a moderate chunk of on chain spot volume from Solana, especially in tokenized RWAs, the implications for corresponding hedging flows to Hyperliquid are enormous.
Elysium explicity enables net new flow and TVL to Hyperliquid, both of which are very accretive to hyperliquid:native itself. I would not be surprised if Elysium directly contributes an additional low 9 figure ARR for hyperliquid:native in 2027.
2. "L2's are bad investments and down only tokens"
As stated above, $ARB made about $5m so far from Robinhood Chain. Of that amount, a whopping...zero dollars made it to tokenholders. No buybacks, no burns, nothing.
50% of Elysium sequencer fees are directed at kinetiq:native buybacks. Even if you assume that Elysium only generates half the current sequencer fees of the current ghost town that is the HyperEVM, that'd still more than double their current revenue.
Currently, kinetiq:native buybacks as a % of market cap are about 1.5%, compared to 4-5% for hyperliquid:native. If Elysium generates only half of the sequencer fees of the current HyperEVM ($5m/yr), they'd be retiring token off the market at the same rate that hyperliquid:native does relative to market cap.
If Elysium can do closer to 50-75% of Base annualized sequencer fees ($30m), they'd be doing kinetiq:native buybacks at double the rate of hyperliquid:native as a % of market cap.
This is completely negating a likely increase in kHYPE TVL and other revenue streams (which there are numerous), like from launchpads like @AscendLaunch.
Ascend actually deserves their own section because they've commited to doing 30% of gross revenue as kinetiq:native buy/burns (50% to buys, 60% of that to burn). $PONS has generated $200m revenue in the last 2 months, but is currently only annualizing about $125m revenue, so we'll use a very conservative ~10% of the more conservative number. That'd add another $4m of kinetiq:native buybacks, which brings buyback yield/mcap well into the double digit %, over double hyperliquid:native.
3. "Why would there be activity on Elysium if there wasn't on the HyperEVM?"
Probably because the HyperEVM operates at the speed of smoke signals and has 0 support from Hyperliquid.
You have @Uniswap, @fomo, @Pumpfun etc all announcing integrations and deployments on Elysium day 1 after ignoring the HyperEVM all this time. @0xOmnia and the @Kinetiq_xyz team is putting on a master class in distribution, and you're seeing it play out this week.
Jeff and company are focusing on building the best perps platform in the world, and that's great, but this hands off approach has come at the expense of any support or curation of an on chain ecosystem.
That's left a massive gap that other chains have filled, but Elysium can bring all that activity back into the "house of all finance". Having a team that's fully dedicated to making this a reality will look nothing like the lack of attention the HyperEVM received.
4. "It'll be a flash in the pan memecoin chain and die out just like RHC activity has"
This is more speculative and it's hard to say. Elysium could have an epic and unsustainable PvElysium memecoin season by inheriting some of the wealth effect from both hyperliquid:native and kinetiq:native. Obviously this would absolutely moon kinetiq:native from sequencer fees/Ascend revenue, but that's shortlived.
Lively trenches aren't mutually exclusive with a real and innovative DeFi ecosystem though. As I mentioned before, Elysium will be uniquely able to plug in with, leverage, and read Hyperliquid orderbooks and liquidity. DeFi applications that couldn't be built anywhere else are made possible here.
A performant general purpose blockchain adjacent to HyperCore is the natural home to propAMM and HFT arbitrage against HIP3, which incentivizes deeply liquid spot RWA markets, which enables much higher LTV lending, which enables unique structured products and DeFi primitives to be built.
I do imagine that the trenches are built before more serious innovation comes about, but an important note here is that builders are getting 25% of sequencer fees as well. What builder wouldn't want to deploy on a new ecosystem, adjacent to the most successful app in crypto history, with a built in rev share agreement with the chain itself? Based on my conversations with Ascend and Montra, lots of serious teams want to build, not just memecoin deployers.
TLDR: It's not that complicated guys. kinetiq:native is a $120m mcap token that has a very clear path to buyback % yields multiples higher than hyperliquid:native, with an unprecedented ecosystem flywheel. It's both beta to hyperliquid:native and enhances the hyperliquid:native bull case. It might be the most asymmetric bet in crypto right now, and it's not conditional on some long shot thesis, just that there will be a large on chain ecosystem for the most important app in crypto.
Maybe it's a flop and a sell the news event on launch...or maybe it's all the best parts of Base/Hood sequencer fees combined with the revenue streams of $PUMP, $CAKE, solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL, ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 etc and heads towards billions of TVL and 9 figure annual revenue.
If you pattern match too hard to "L2 bad" or "HyperEVM sucks", it's from a place of being too 🏳️🌈🐻-pilled and/or lazy research.
Psyops retweeted
In order to make bagworking great again, you need to put builders in the position to succeed.
Sovereign Treasuries that have fully redeemable backing give bagworkers actual skin in the game.
Once only available to @UFGDeFi, now available for all launches on @adeepabyss.
it has become complete counter-consensus to be bullish onchain now, have never seen sentiment this bad & ive been here ~9 years
crypto twitter has forgotten that it requires actual work on the builder side to make coins do well, so many traders complaining about lower ceilings on coins and not nearly enough people actually trying to build interesting protocols and/or to change that dynamic
Psyops retweeted
While I am salpha.ai posting, I'll share some thoughts on what I am trying to achieve with it and why.
The age of mass deployment in crypto has made it effectively impossible for any trader to manually go through all the new tokens deployed daily, even when applying quantitative filters.
This has been compounded by the ease of launching fake projects with AI-aided development. Rugs and larps are reaching levels of sophistication that make them difficult for even seasoned traders and researchers to identify.
KOLs actively becoming 'devs' and leading their followers to the slaughter makes it even worse.
As an onchain trader, I began building salpha to help me sift through the mountains of crap being launched daily, so I could focus my research capacity on things that are actually worth my time.
Salpha was the first tool to develop AI-powered narrative and social reports for all onchain coins.
Salpha is now in the early stages of layering this data on top of all the more common tools that traders use daily.
The plan is to combine onchain, web, social, GitHub and many more types of data to create the most advanced alpha tool on the market.
The plan is to offer as much of this for free as possible, and to be the cheapest provider wherever we have to charge.
Why free?
a) Because I am an onchain trader.
These tools should help people make more informed decisions about what they invest in, hopefully leading to a recovery of onchain from the cesspool of scams and rugs it has become. This directly benefits my trading.
b) In the age of AI-powered development, the only moat is distribution. By keeping the service free or as cheap as possible, we can get it into the hands of as many traders as possible and make it very difficult for competitors to catch up.
c) The first two points feed into the bigger picture. If onchain becomes the best place to make money again, and salpha becomes the best tool for finding those opportunities, the upside for both is enormous.
That's what I'm ultimately trying to build: not just another crypto data tool, but the information layer that makes onchain worth trading again. And if we get that right, I think salpha can become something much bigger than people currently imagine.
Psyops retweeted
I started building @Salpha_bot to automate my own research, and to give AI coding a try. The MVP went live in mid-April.
Five months later, @Salpha_bot is a full research index for on-chain coins. It is used in over 300 group chats, reaching more than 22,000 members.
Until now, that index answered one report at a time.
Today that changes. Salpha chat is live.
Salpha chat puts our entire research index in your hands.
Ask it things like:
- "List all utility coins that launched on @RobinhoodCrypto today above 100k mcap"
- "What is group chat and X sentiment on this coin?"
- "List FOMO trader positions and thesis on this coin"
Research that took an afternoon of looking through X, group chats and block explorers now takes one message.
Inside our community group, Salpha chat is free. Your questions make the product better and shapes what we build next.
Outside the community, chat runs as a paid service for your own groups and DMs.
To be clear: the free reports are not going anywhere. They are the core of Salpha. We will keep improving the free and paid versions side by side. More chains, more data on each coin, and faster reports for everyone.
What we are building is bigger than just a research assistant, though.
Coin discovery today is a manual grind. You watch fifty group chats, check the deployer, find who was early, and track which callers have a good record. The best traders do this full time, every day. Most people simply don't have the time to keep up.
We are automating that entire process and putting AI on top of it. What took hours now takes minutes, and the edge that belonged to a few full-time degens becomes available to everyone.
We think this is how coins will be discovered and traded from now on.
This release is only the first version. It only gets better from here.
Psyops retweeted
Arbitrum’s revenue arc is just beginning
Annualized @Arbitrum has made $8m in 2026 so far, but i think this will scale much higher very quickly
Here’s a quick rundown of each piece:
1. Tx fees are simply what people pay in ETH to use Arbitrum One, w/ more speculation starting to happen, think this trends upwards
2. Timeboost may likely be replaced with PGA (post DAO vote happening rn), which may lead to more revenue
3. Dedicated blockchain revenue (Orbit) is mainly coming from @RobinhoodCrypto rn, but it’s very likely we see this grow as we onboard more clients to their L2s
4. Treasury management consists of yield generated from assets (ETH, stables, RWAs) the DAO treasury holds which will grow as the other sources of revenue grow
Lastly there’s another exciting category we have coming soon that may potentially be huge driver in revenue
All that capital held within the treasury wherein $ARB holders as a collective have direct control
Stay tuned
Psyops retweeted
Since no one was keen on answering this question, I've took it upon myself to build a PUBLIC Dune query which uses FOMO's fee router in order to calculate the total profitability of all active FOMO traders (SOL) in the past 90 days.
The numbers:
> Out of the 292,531 wallets traded through FOMO in the last 90 days, 18,033 of them are in profit.
> Only 6.16% of ALL traders in the last 3 months were profitable.
The median trader is down ~$120. As a group they are down $1.26 BILLION. Of the 6% who are green, 88% made under $100. Only 25 out of 292,531 wallets made more than $10K
Query is public and linked below:
dune.com/queries/8354772
For reference, a "wagering platform" such as Rainbet with a 1% house edge sits at ~37% user profitability over the same time span.
Psyops retweeted
"We spent a generation teaching people the first rule of the internet: never give out your real identity to strangers. We have a word, doxxing, for inflicting that exposure on someone against their will. And now the same governments and platforms are asking every citizen to do it to themselves, voluntarily, as a condition of logging in."
nevergivethemyourface.com/
Psyops retweeted
This is the shift.
AI scales the attacker.
Quantum changes the cost curve.
Both weaken the old promise:
“they won’t have enough compute.”
Information-theoretic security changes the premise.
QuStream is built to scale security that compute alone cannot break.
☢️You remember? Google optimized Shor's algorithm. The algorithm that breaks asymmetric cryptography (RSA, elliptic curves) once you have a quantum computer with enough Qubits.
The US government blocked the paper. So Google published a Zero Knowledge proof instead: a mathematical proof that they have the result, without revealing how. Cryptographic sorcery 🧙
But the Internet is sneaky. Someone launched a contest to re-discover the result with AI. The LLM searches a huge space of circuits (each one a candidate optimization of Shor's), and tests whether it beats the previous best. The clever part: they use the ZKP verifier as the reward function. No false positives, and it turns out to be a very efficient signal.
In less than 2 days, the community re-discovered Google's result !!!
🔔15 days later, the LLMs are still improving it. They're already 44% ahead of Google.
Hard to say where this stops, ie. what the true minimum quantum complexity for Shor's is. But we will not close the full gap. You still need a Quantum Computer with a relatively large number of qubits. The only thing that changed is that this number drops a little every day, and it has been dropping for 15 days straight.
Psyops retweeted
Really intrigued about the receipts they have
I saw changing the name from zkfgsol to turbine cash to zinc cash
I saw in their own webpage that the revenues will feed the zkfg treasury
I saw in their own telegram the founder said revenues will feed the zkfg treasury
I had their before BD on my space saying the revenues will feed the zkfg treasury
A refund of $500k was made to the investor who decided to exit
The investor who decided to stay, believe in shift boss and absorb the losses gave the team around $400k to operate and it seems they built zinc with that money
I can't really wait to see the receipts
Psyops retweeted
i was early on $ZINC, bought below 100k mc
but sold most of it at 10$ after realizing there was a second coin which was supposed to have value accrued to it
wasn't ideal at all but now that the zinc team is trying to NOT fullfill its promise to its OG supporters its even worse
all this mess is just a $ORE bullcase at this point, because can't be a SoV candidate with such centralized actors
what's the best way to short solana:zinc155BS4mSPk8GXQj4R5hkVDQXcW253pTYq5SGyfi?
no matter what happens now its clear that there are deep ethical issues with the team
you should expect the token to go to ≈0 once the mania has subsided
revenue share doesnt ultimately matter as this project will be worthless within a year
Psyops retweeted
Update: we haven't heard anything from the Zinc founder in more than 24 hours.
We are exploring all strategic and legal paths and are committed to doing what we can to create a solution for the relevant stakeholders.
There are ongoing private discussions I don't want to disrupt and also legal implications of tweeting things publicly
What I can say is we're actively pursuing a good resolution here, monitoring the situation closely, and thinking of ways to improve the mechanism to reduce the % of dramatic situations like this in the future
Sorry if that's a non-answer, I now understand some of the reasons why corpo-speak exists 🫡
Psyops retweeted
Caught red-handed.
After I published this exposé, the @zinc_cash team worked hard to remove any mention of the ZKFG raise and governance that have funded them to build Zinc.
See the changes on the page from the original post (no mention of "Shift boss — Market-driven protocol funding".
If this is not an admission of dishonesty and wrongdoing, I don't know what is.
Truly Orwellian rewrite of history.
Is @zinc_cash rugging their investors? 👇
That's a pretty serious accusation, so let's dive into it.
There's a live proposal on @MetaDAOProject from the @zinc_cash team to take the ZKFG private.
What's ZKFG, and what does Zinc have to do with it?
MetaDAO ZKFG token raise has been funding the @zinc_cash team for 10 months while they were silently building Zinc. (proof in the first reply)
The original idea they got funded for (ZK SOL) was a flop.
And that's fine; startups try things, and when they fail, they often pivot.
But then they pivoted to Zinc, and found a PMF, and decided to... rug the investors?
As per Zinc's website, 1% of all SOL volume (10% of 10% protocol fee) should go back to ZKFG treasury (see screenshot), but that NEVER happened. (proof in the first reply)
So instead of giving $5.5 m — $55m back to investors (math explained below), they decided to keep silent and try to buy back their investors for peanuts, rather than return some meaningful value to them? 👇
Psyops retweeted
docs added to liquid protocol repo
$wstDIEM — liquid staked DIEM on @base.
Stake @VeniceAI DIEM → earn inference yield (monetized on @asksurplus & @antseed (soon) → use $wstDIEM as @Morpho collateral, borrow DIEM, and loop. 10-20% variable APR on $wstDIEM
wstDIEM — 0xe49FA849cB37b0e7A42B2335e333fb99474167ba
curve DIEM/wstDIEM — 0x21c33a1Bb5f6Eb43563e1fB9e7AA1D4E90C1A0CD
repo linked below
Psyops retweeted
I kept running into the same wall in crypto: you find a token, and all you have is a contract address. Who built it? Why is it moving? What do people actually think?
So I started building salpha to do that work for you. You hand it a token, it reads everything and writes you a single research report: the team, the catalysts, the community sentiment, the alpha most people miss, every claim sourced back to where it came from.
The deeper reason I'm building it: I think the most interesting frontier in AI right now isn't the models themselves, it's the application layer. Everyone has the same models. The leverage is in taking a narrow, genuinely painful workflow and shaping AI tightly around it. Niche verticals are a wildly underrated design space, and salpha is partly my way of exploring it.
It's early, and I'm building in the open. Around 120 people use it on Telegram and ~50 on web, with activity that ebbs and flows day to day. The results are already strong enough that people keep coming back but there's real work left on hallucinations and accuracy, and that's most of where my head is right now.
The part I'm actually proud of however, is that it all runs cheaply, on DeepSeek V4 Flash, through meticulous optimization of our input data and our prompts. Getting the most out of AI is in my opinion, data science on what you feed it married to prompts that actually work.
App is live now, links are in bio.
