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stacy’s list is spot on, but i see the momentum slightly differently. my re-ordered list for the next phase of market growth: • perp dexes • neobanks • yield-bearing stables and more importantly some alpha, here are the specific projects i’m focused on for each narrative (better upside imo): • perp dex → variational (@variational_io) • neobank → tria (@useTria) • yield-stable → @USDai_Official ($sUSDai) a quick breakdown for those who don’t know ↓ 1. variational (perp dex) a next-gen perps dex on arbitrum focused on deep liquidity and fair pricing. uses an rfq (request-for-quote) model that aggregates liquidity from cexs, dexs, and otc desks, allowing the omni app to offer 500+ markets with zero trading fees. 2. tria (neobank) a modular neobank bridging tradfi and defi on arbitrum. combines a visa card (usable in 150+ countries) with a smart wallet that lets users spend, trade, and earn across 100+ chains. the upcoming tria invest & earn feature expands that even further. 3. usdai / susdai (yield-bearing stable) stablecoins backed by on-chain yield from real-world + defi lending markets. built under the usdai protocol on arbitrum, yield is distributed directly to holders, no inflation. it has two tokens: • usdai: 1:1 backed by u.s. treasuries • susdai: the yield-bearing version you get by staking usdai, with yield sourced from ai company loans collateralized by gpu hardware. all three defi products are building natively on @arbitrum. each is backed by tier 1 vcs, hit huge milestones in <1 year, and are either running points programs or have confirmed future rewards for product users. so yeah, being in the top 3 hottest narratives right now is no joke.

finally got access to sentient grid big thanks to my fren @0x_annie for fixing me up w/ this one. i’ve been wanting to get in for weeks now. it’s one of the reasons i stopped talking about it for a while, i didn’t want to keep posting about something i couldn’t actually use yet. now that i’m in, first impressions: it looks really clean and feels smooth to navigate. haven’t done a single thing yet, but i’m going to start testing some tasks this week. i’ll be comparing how it performs against gemini, grok, and chatgpt. probably starting with something simple like research + reasoning tests (small, medium, deep research tasks, etc). so yeah, if you’ve used sentient grid before, drop your tips, what i should check out first, or what kind of tasks you’d want me to try. also, i’ll be doing some deeper research soon on usetria, theo network, moremarkets and arbitrum. maybe on prediction markets since they've grabbed my attention. so if there’s anything specific you’d like me to explore, mention it too.

.@arbitrum is the home of defi thank you for your attention to this matter

gm fam another day to remind you of what the @arbitrum flywheel looks like in one picture. btw you shouldnt look at the $40b, look at the speed. $0 → $1b: ~6 months $1b → $40b: ~3 months that’s ecosystem level acceleration, not just growth. you build a great product like @variational_io, and the deepest liquidity + user base in defi does the rest. huge congrats to the team. arbitrum everywhere.

quick tl:dr on @talos_is > built on @arbitrum > launched in september 2025. > an ai-powered treasury > manages and grows crypto automatically. > moves funds across platforms like @pendle_fi, @gmx_io, and @ethereal to earn yield. > uses ai to rebalance and find the best returns. > governed by people who hold the $t token. > for onchain treasures, dao funds, defi users, ai agents ai treasuries are starting to look real. do you think this becomes the standard in a few years?

Here is why Eclipse Fi{@eclipsefi} is the Game-Changer Your Project Needs This thread 🧵introduces Eclipse Fi, highlighting some of its unique approaches to token launches, community engagement, and strategies that can drive your project's success. ❤️🔁🔖

i got my first win on infofi and it’s with arbitrum tbvh, i can’t describe how good it feels. this was one of the toughest leaderboards to break into if you have a look at the top 150 leaderboard, it filled with absolute legends i respect alot. big creators, and top brands with like 10k–40k+ followers. and somehow, i made it to top 85. the campaign ran from oct 8 → oct 31, and it was a short but tough and at the same exciting. every post had to count. every thread, every reply, every analysis. it felt right, though, i’ve been contributing to orbit earn, a project building on arbitrum, so this campaign felt like home. the arbitrum community has been incredibly supportive ever since orbit migrated from cosmos → arbitrum. and i’ll never forget how that made me feel, it got me to double down on the ecosystem. i came in with a plan. i wasnt hoping, just strategy, consistency, and observation. i studied how the system worked, learned the flow as much as i can, and used every “power-up” i had to stay visible as a small account. but honestly, it wasn’t easy. at times, it felt like shouting into the void, posting every day, doing deep dives, didn't care what ppl said. the arbitrum ecosystem made it worth it. even small accounts got replies from team, feedback, and support. it reminded me why community still matters in crypto. throughout october i > used, tested, and wrote about serveral defi protocols > shared longform content, data-backed posts, and guides > connected with dozens of amazing people > learned to use tools like dune to create better insightful content > leveraged other products that where building on arbitrum like theo network, usetria and so many others. > got support from founders, projects and users/communities i talked about their products. this wasn’t “farming” for me i was learning, growing, expanding my audience and reach, while contributing to my capacity. and this is just the start. my goal isn’t just to win a leaderboard or some reward. it’s to become one of the recognizable voices on Arbitrum with time someone people can learn from, whether they’re creators, users, or builders. to grow my personal brand and contribute even more to the space. im sharing this post so everyone leveraging infofi can be encouraged to grow as well keep going fam, you might not see results in the first month, or even two. but if you stay consistent and keep learning, it’ll click. to all the @arbitrum team, @offchain labs, ambassadors, creators, community and everyone who’s shown support, thank you so much. if you’ve read this far, you’re a legend. and this is only the beginning. <3

prediction markets have been on fire for real. over 250k weekly active users, altho mostly from polymarket and that’s not even counting kalshi. the rest just have very tiny contributions but that's the point im trying to make in this post. when i isolated the charts for limitless and myriad, it got more interesting. @trylimitless had a huge breakout recently, but the chart now shows clear drop-offs week after week. even after the campaign and airdrop, user retention is fading. maybe it’s ux, or maybe users are rotating to bigger players, hard to say. i personally didn't have the best experience on it tbh. but myriad, on the other hand, looks completely different. steady base of 2k–5k weekly active users, barely any wild spikes, and that’s the key - retention. people are actually sticking. they’re coming back to trade, to learn, to explore the new categories team keeps shipping (bnb markets, automated markets, perps, etc). to me i feel it’s sticky in a way most prediction markets aren’t. also @farokh and his team’s been expanding smartly too, new chains which lead to more volume, and more real users in the past few weeks, give people more reason to stick around. also with the campaign on xeet, really good way to engage users. i’ve tried four different prediction platforms this month, but i still find myself going back to myriad. that says a lot. tbh its really interesting to that these pms have cumulative 250k active users, means it's not just noise. but even w/ myriad markets contributing the least rn, i feel like it's really going to take off in the next few months. it definitely deserves more attention fr. im curious what you guys think though?

Are you still running the DAWN Validator Extension?👀 Let me remind you; - @dawninternet is a top DePIN project that has raised $38M in funding. - Building a user-powered wireless network to provide affordable home and business Internet at very high speed. - Backed by @dragonfly_xyz Are you bullish on DePIN? DAWN is the Alpha now. To stay positioned for rewards, get the link to the extension and how to get started in the comment section below👇

this is one of the things i’ve struggled with for a while. most people don’t realize how much your bio affects follow-through earlier on. @jussy_world and @FabianoSolana stressed this a couple of times in the past. foxy breaks it down perfectly here. definitely worth following this series, easily one of the best ct creators i’ve seen. how you can pick up something from it.

most people in crypto have no idea what a t-bill even is and that’s exactly why they’ll sleep on theo network. the other day i shared a thread about theo and the opportunities inside its ecosystem, but i realized something, not many people actually understand what theo is building at the base level. like, the real fundamentals. a lot of people don’t even know what treasury bills are, let alone theo’s thbill. so one of the next things i’ll be doing is writing a breakdown on t-bills and how @theo_network’s thbill mirrors it. will try to make it simple, clear, and easy to follow. the goal is to help people understand what they are, why they matter, so they can confidently get exposure to some of it's low risk, yield bearing opportunities on @arbitrum especially. should i make it a long-form or a thread?

stacy’s list is spot on, but i see the momentum slightly differently. my re-ordered list for the next phase of market growth: • perp dexes • neobanks • yield-bearing stables and more importantly some alpha, here are the specific projects i’m focused on for each narrative (better upside imo): • perp dex → variational (@variational_io) • neobank → tria (@useTria) • yield-stable → @USDai_Official ($sUSDai) a quick breakdown for those who don’t know ↓ 1. variational (perp dex) a next-gen perps dex on arbitrum focused on deep liquidity and fair pricing. uses an rfq (request-for-quote) model that aggregates liquidity from cexs, dexs, and otc desks, allowing the omni app to offer 500+ markets with zero trading fees. 2. tria (neobank) a modular neobank bridging tradfi and defi on arbitrum. combines a visa card (usable in 150+ countries) with a smart wallet that lets users spend, trade, and earn across 100+ chains. the upcoming tria invest & earn feature expands that even further. 3. usdai / susdai (yield-bearing stable) stablecoins backed by on-chain yield from real-world + defi lending markets. built under the usdai protocol on arbitrum, yield is distributed directly to holders, no inflation. it has two tokens: • usdai: 1:1 backed by u.s. treasuries • susdai: the yield-bearing version you get by staking usdai, with yield sourced from ai company loans collateralized by gpu hardware. all three defi products are building natively on @arbitrum. each is backed by tier 1 vcs, hit huge milestones in <1 year, and are either running points programs or have confirmed future rewards for product users. so yeah, being in the top 3 hottest narratives right now is no joke.

gm fam another day to remind you of what the @arbitrum flywheel looks like in one picture. btw you shouldnt look at the $40b, look at the speed. $0 → $1b: ~6 months $1b → $40b: ~3 months that’s ecosystem level acceleration, not just growth. you build a great product like @variational_io, and the deepest liquidity + user base in defi does the rest. huge congrats to the team. arbitrum everywhere.

finally got access to sentient grid big thanks to my fren @0x_annie for fixing me up w/ this one. i’ve been wanting to get in for weeks now. it’s one of the reasons i stopped talking about it for a while, i didn’t want to keep posting about something i couldn’t actually use yet. now that i’m in, first impressions: it looks really clean and feels smooth to navigate. haven’t done a single thing yet, but i’m going to start testing some tasks this week. i’ll be comparing how it performs against gemini, grok, and chatgpt. probably starting with something simple like research + reasoning tests (small, medium, deep research tasks, etc). so yeah, if you’ve used sentient grid before, drop your tips, what i should check out first, or what kind of tasks you’d want me to try. also, i’ll be doing some deeper research soon on usetria, theo network, moremarkets and arbitrum. maybe on prediction markets since they've grabbed my attention. so if there’s anything specific you’d like me to explore, mention it too.

i got my first win on infofi and it’s with arbitrum tbvh, i can’t describe how good it feels. this was one of the toughest leaderboards to break into if you have a look at the top 150 leaderboard, it filled with absolute legends i respect alot. big creators, and top brands with like 10k–40k+ followers. and somehow, i made it to top 85. the campaign ran from oct 8 → oct 31, and it was a short but tough and at the same exciting. every post had to count. every thread, every reply, every analysis. it felt right, though, i’ve been contributing to orbit earn, a project building on arbitrum, so this campaign felt like home. the arbitrum community has been incredibly supportive ever since orbit migrated from cosmos → arbitrum. and i’ll never forget how that made me feel, it got me to double down on the ecosystem. i came in with a plan. i wasnt hoping, just strategy, consistency, and observation. i studied how the system worked, learned the flow as much as i can, and used every “power-up” i had to stay visible as a small account. but honestly, it wasn’t easy. at times, it felt like shouting into the void, posting every day, doing deep dives, didn't care what ppl said. the arbitrum ecosystem made it worth it. even small accounts got replies from team, feedback, and support. it reminded me why community still matters in crypto. throughout october i > used, tested, and wrote about serveral defi protocols > shared longform content, data-backed posts, and guides > connected with dozens of amazing people > learned to use tools like dune to create better insightful content > leveraged other products that where building on arbitrum like theo network, usetria and so many others. > got support from founders, projects and users/communities i talked about their products. this wasn’t “farming” for me i was learning, growing, expanding my audience and reach, while contributing to my capacity. and this is just the start. my goal isn’t just to win a leaderboard or some reward. it’s to become one of the recognizable voices on Arbitrum with time someone people can learn from, whether they’re creators, users, or builders. to grow my personal brand and contribute even more to the space. im sharing this post so everyone leveraging infofi can be encouraged to grow as well keep going fam, you might not see results in the first month, or even two. but if you stay consistent and keep learning, it’ll click. to all the @arbitrum team, @offchain labs, ambassadors, creators, community and everyone who’s shown support, thank you so much. if you’ve read this far, you’re a legend. and this is only the beginning. <3

.@arbitrum is the home of defi thank you for your attention to this matter

we have a big week ahead some important upcoming events im looking forward to: > @megaeth_labs ( $mega ) public sale (oct 27–30) - the most hyped l2 auction. > @vultisig ( $vult ) wl & public sale + tge (oct 27–28) - secure multi-chain wallet launch. > @zkPass ( $zkp ) sale (oct 27–nov 6) - live on @kaitoai capital launchpad round. > @arbitrum x kaito season 2 - first month snapshot this week. if you’re farming mindshare, this is your last chance to lock in top 150. > @suinetwork, @grass, @eigenlayer token unlocks (nov 1). > expecting some upcoming tge announcements + some infofi campaigns reward criteria reveal especially across @cookiedotfun & @xeetdotai. oct 27–30 looks like peak chaos fr, you should position well. what did i miss and which one of these are you watching this week?

most people in crypto have no idea what a t-bill even is and that’s exactly why they’ll sleep on theo network. the other day i shared a thread about theo and the opportunities inside its ecosystem, but i realized something, not many people actually understand what theo is building at the base level. like, the real fundamentals. a lot of people don’t even know what treasury bills are, let alone theo’s thbill. so one of the next things i’ll be doing is writing a breakdown on t-bills and how @theo_network’s thbill mirrors it. will try to make it simple, clear, and easy to follow. the goal is to help people understand what they are, why they matter, so they can confidently get exposure to some of it's low risk, yield bearing opportunities on @arbitrum especially. should i make it a long-form or a thread?

prediction markets have been on fire for real. over 250k weekly active users, altho mostly from polymarket and that’s not even counting kalshi. the rest just have very tiny contributions but that's the point im trying to make in this post. when i isolated the charts for limitless and myriad, it got more interesting. @trylimitless had a huge breakout recently, but the chart now shows clear drop-offs week after week. even after the campaign and airdrop, user retention is fading. maybe it’s ux, or maybe users are rotating to bigger players, hard to say. i personally didn't have the best experience on it tbh. but myriad, on the other hand, looks completely different. steady base of 2k–5k weekly active users, barely any wild spikes, and that’s the key - retention. people are actually sticking. they’re coming back to trade, to learn, to explore the new categories team keeps shipping (bnb markets, automated markets, perps, etc). to me i feel it’s sticky in a way most prediction markets aren’t. also @farokh and his team’s been expanding smartly too, new chains which lead to more volume, and more real users in the past few weeks, give people more reason to stick around. also with the campaign on xeet, really good way to engage users. i’ve tried four different prediction platforms this month, but i still find myself going back to myriad. that says a lot. tbh its really interesting to that these pms have cumulative 250k active users, means it's not just noise. but even w/ myriad markets contributing the least rn, i feel like it's really going to take off in the next few months. it definitely deserves more attention fr. im curious what you guys think though?

quick tl:dr on @talos_is > built on @arbitrum > launched in september 2025. > an ai-powered treasury > manages and grows crypto automatically. > moves funds across platforms like @pendle_fi, @gmx_io, and @ethereal to earn yield. > uses ai to rebalance and find the best returns. > governed by people who hold the $t token. > for onchain treasures, dao funds, defi users, ai agents ai treasuries are starting to look real. do you think this becomes the standard in a few years?

this is one of the things i’ve struggled with for a while. most people don’t realize how much your bio affects follow-through earlier on. @jussy_world and @FabianoSolana stressed this a couple of times in the past. foxy breaks it down perfectly here. definitely worth following this series, easily one of the best ct creators i’ve seen. how you can pick up something from it.

Here is why Eclipse Fi{@eclipsefi} is the Game-Changer Your Project Needs This thread 🧵introduces Eclipse Fi, highlighting some of its unique approaches to token launches, community engagement, and strategies that can drive your project's success. ❤️🔁🔖