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The entire gaming ecosystem seems to be lagging behind more popular narratives like AI and memes. Study teams who are still actively building behind the scenes - one of those includes @Tabichain, the first modular gaming chain built with Cosmos stack that includes interoperability and multi-vm compatibility. Below I expand on this new gaming L1 and their novel blockchain architecture while exploring their innovative token mechanics and cover how you can get ready for its launch. #G_G - - - - - - - - - - - - - - - 1. TLDR • Tabi is a modular gaming chain built using the Cosmos SDK with multi-VM compatibility (EVM, SVM or MoveVM) enabled by PolymorphismVM. • It uses a ParallelBFT to enable parallel consensus to achieve 4x faster consensus. • Introduces a novel $veTokenomics mechanism for the gaming L1 to align all key stakeholders though bribes and vote gauges. • GTM includes starting with Asia to onboard the 1.5b gaming population + tap on rich IPs and cultural powerhouses. • $TABI token and mainnet launch is scheduled to launch in Q3 2024. - - - - - - - - - - - - - - - 2. Blockchain Architecture • Omni execution layer: Polymorphism VM with multi-vm-compatibility (EVM, SVM, MoveVM) + easy onboarding for traditional developers as they can build using any traditional languages and frameworks. • Modular consensus layer: ParallelBFT consensus is used to propose and organise blocks in parallel. This allows >200k TPS per instance with instant finality and parallel execution. • Modular security layer: Service can choose to use protocols like @eigenlayer or @babylon_chain to enable shared security. • Parallelism Sharding: dApps or games deployed as a standalone service + independent node (customise their own consensus mechanism and execution environment). At the core of it all lies an economic model designed for sustainability + growth, aiming to incentivise users, developers and node operators which will be covered below. - - - - - - - - - - - - - - - 3. Collaboration over Competition With the PolymorphismVM, a key component of the Omni Execution Layer, Tabi enables traditional developers to use any crypto native VMs or create custom runtime environments with any language and framework (mimicking traditional development run-times). Key Features: • Enhanced UX: Customisable gas tokens and payment methods to simplify signing and onboarding. • Flexible Credentials: Supports various login methods, including wallets, DIDs, and SSO logins. • Language Agnostic: Allows development in any language and framework. Mass adoption and integration PolymorphismVM simplifies blockchain development by removing complex concepts like gas fees and private keys - this hopefully promotes mass adoption of gaming devs. It also enables other chains to support diverse language environments, easing the transition for traditional developers. Through the Omni Execution Layer, Tabi connects games across different chains into a unified gaming ecosystem, fostering collaboration over competition. - - - - - - - - - - - - - - - 4. Token Details The ticker for Tabi is $TABI with a max supply of 10b, and 40% of it will be allocated to node mining rewards. (a) Token utility • Native gas token on Tabi L1 • Muh governance • Staking to get $veTABI • Incentives (b) Staking • $veTABI: Token holders (community) can lock $TABI for $veTABI for gauge voting on the Tabi ecosystem (similar to Curve) —> top voted games get higher rewards incentivising game developers. • Supervisor Nodes: $TABI can also be staked with supervisor nodes to earn block rewards. - - - - - - - - - - - - - - - 5. Flywheel Effect With their tokenomics structure, Tabi effectively creates a twin-flyweel effect: • $TABI and $veTABI strengthens ecosystem participation from both the community and developers to promote a healthy economy. • All stakeholders are incentivised to be active and participate in the ecosytem —> aligning everyones’ interest. • $veTABI gives users voting rights to support their favourite games. The flywheel: users vote on top games —> better games built —> distribute more rewards to users —> more users enter the ecosystem. The in-economy flywheel kickstarts a bigger flywheel for Tabi: as more users and better games enter the ecosystem —> Tabi can attract the best games + vampire attack games from other ecosystems —> this brings in even more users + node operators + game developers which increase the demand for $TABI + stake $veTABI for more voting rights —> token does well which will increase the value for $veTABI and continue the in-economy loop —> on-chain revenue is also directed to game developers which ensures sustainability. This brings the concept of bribes and vote gauges popularised in DeFi to the gaming ecosystem, another strategy compared to doing a vanilla NFT mint and gaming token launch. - - - - - - - - - - - - - - - 6. GTM • Start with Asia where there is a huge gaming culture with rich IPs and cultural influences (e.g. anime). • Asia also has 1.5b gamers (half of the entire world’s gaming population) and China, Korea and Japan remains powerhouses of games. • Onboard strategic partners such as incubators + Asia-based gaming studios + gaming guilds. The Tabi testnet + Voyager campaign is currently live for users to interact with the chain. There are currently ~20 games building on Tabi as of current time of writing. These games have raised from large investors such as @animocabrands, @Sfermion_ and @TheSpartanGroup: • @gabby_world_ • @Wizzwoods_game • @cradlesio • @degen_game • @Anome_Official • @genki_cats • @heroguys_io • @crazyantsonline • @WandererGamefi • @KeplerHomes - - - - - - - - - - - - - - - 7. Traction • About ~20 games onboard that will be deploying on Tabi. • Leveraging other ecosystems’ communities to find PMF (e.g. Tabi’s first incubated + flagship game @Wizzwoods_game, is currently in testing on the @berachain testnet). • Tabi testnet: Over 20K DAUs, 4m wallets and >86m transactions. • Launched the Voyager campaign aiming to bring more users to the ecosystem through social media onboarding + invitations. - - - - - - - - - - - - - - - 8. Valuation Comps (30 May 2024) With recent L1 fundraises, we expect Tabi to raise a fundraising round at a valuation between $200-$500m FDV. Exploring a tier 1 listing strategy would imply a minimum $1b FDV upon listing. Comping it against other gaming L1s: • Immutable ($IMX): $3.3b MC / $4.5b FDV • Beam ($BEAM): $1.3b MC / $1.6b FDV • Ronin ($RON): $980m MC / $3b FDV There is definitely (potential) significant upside for Tabi with the right execution, but must be noted that incumbents already have traction with users + games + developer community. Tabi would have to offer something exceptionally different to vampire attack different stakeholders to their ecosystem. - - - - - - - - - - - - - - - 9. How to Participate in Tabi’s Campaign (a) Wallet setup • RPC network name: Tabichain 1.0 • RPC URL: rpc.testnet.tabichain.com • ChainID: 9789 • Symbol: TABI (b) Get started • Request for testnet tokens: faucet.testnet.tabichain.com • For devs, deploy contracts at remix.ethereum.org and for users they can participate in the Voyage campaign at tabi.lol/?code=25460157… • Testnet explorer: testnet.tabiscan.com (c) Tabi Voyage Campaign (airdrop campaign) • Sailor’s Quest (Discord + Twitter activities) • Invite quest (inviting friends to join the campign tabi.lol/?code=25460157…) • Reddit Quest (onboard Reddit community) More details here: mirror.xyz/0x881fA71997A0… - - - - - - - - - - - - - - - 10. Personal Thoughts (a) Upsides • Beyond technical innovations, Tabi tries to introduce a sustainable economic model through user and developer alignment though its twin flywheel model. • Users and developers are seamlessly integrated with validator nodes (Supervisor Nodes) and this is powered by an incentivised governance mechanism ($veTokenomics). • Backed by big brands such as Binance Labs (potential entry into listing) and Animoca Brands (distribution + biggest gaming investor). • Differentiation amongst other gaming chains through being the first Cosmos gaming chain + $veTokenomics flywheel + partnerships with Eigenlayer + Babylon Finance. • $veTokenomics has the potential to align incentives of all stakeholders involved (players, game devs, and the chain). • Founder has a good track record of building projects, with his previous project managing to get listed on Binance with a peak FDV of $1.5b. (b) Downsides • Vampire attacking the market share dominance of Ronin, Beam and Immutable may prove to be an insurmountable task given they already have traction + stickiness. • Tabi could be seen as a very Asian centric ecosystem which makes it hard to penetrate western markets. • Introduction of $veTokenomics which is very complex and DeFi native may backfire since it targets a very niche audience (DeFi power users and whales). - - - - - - - - - - - - - - - 11. Miscellaneous (a) Relevant links • Twitter: x.com/tabichain • Website: tabichain.com • Docs: docs.tabichain.com • GitHub: github.com/treasureland-m… • Blog: blog.tabi.lol/#/ (b) People to follow • @CryptoXavierLee • @Lfuckjpg • @Momoxu7 • @BenWAGMI Thread done in collab with the Tabi team

The amount of projects fighting / trying to TGE between now and EOY is insane 1. Layer 1/2 - @monad - @megaeth_labs - @AbstractChain - @rise_chain - @anoma - @FogoChain - @CantonNetwork - @irys_xyz - @katana - @AltiusLabs - @inconetwork - @FhenixIO - @soneium - @pharos_network 2. Wallets - @MetaMask - @Rabby_io - @rainbowdotme - @privy_io 3. AI - @SentientAGI - @SaharaLabsAI - @Mira_Network - @Talus_Labs - @gaib_ai - @hyperbolic_labs - @crossmint - @GoKiteAI - @Everlyn_ai - @Almanak__ 4. Perp Dex - @Lighter_xyz - @pacifica_fi - @edgeX_exchange - @grvt_io - @OstiumLabs - @GTE_XYZ - @ranger_finance - @variational_io 5. Prediction Markets - @Polymarket - @Kalshi - @trylimitless

Blockchain Onboarding Cheat Sheet 📑 Covering everything you need to equip yourself when exploring new chains from bridges, DApps, tools, wallets, and charting platforms. Constructive comments/ criticisms to improve the sheet are welcomed! docs.google.com/spreadsheets/d…

Crypto APAC GTM Playbook: Navigating the Asian Landscape APAC (Asia Pacific) is a diverse and complex region, with each country characterised by its own language (sometimes overlapping), culture, and social norms. Navigating the landscape requires local knowledge, cultural sensitivity, and tailored localisation strategies. From China's stringent bans to the more established regulatory frameworks in Japan and Singapore, success in the APAC region hinges on embracing local culture and communication platforms like WeChat and Line. Strategic partnerships with key regional KOLs and grassroots communities are essential to authentically amplify the project’s vision and foster better engagement through local media and events. This guide breaks down APAC into key regions, starting with a write-up of each market and strategies including media outlets, KOLs, VCs, and key events. The flow for project founders: identify local media to amplify upcoming catalysts, work with KOLs or local agencies to craft important narratives and simultaneously build mindshare, raise from local funds for strategic value-add, partner with CEXes (web3 wallets) and host grassroots events to connect with users. - - - - - - - - 1. 🇨🇳 China • Focus: Speculation, Metrics • Messaging Apps: WeChat, Telegram, Weibo • Top Platforms: Binance, GMGN • Key Strategies: > Work with strong KOLs to amplify catalysts and news > Use Binance Square + Chinese media for distribution > Promote via WeChat, Weibo, Douyin, and Discord (via VPN) > Tap into speculative culture with memes, DeFi, and PVP narratives Despite regulatory challenges and clampdowns, China remains influential in the crypto space through offshore activities. This is because China is where the money is at —> most of the whales and retailers here are very degen and crypto native. Highly sought after market for both trading volume, TVL and user metrics. To maximise exposure, partner with a Chinese media to maximise exposure and work with good KOLs to amplify upcoming catalysts. Most if not all of the media outlets require payment in USD. Partnering with the likes of OKX and Binance wallet is good for retail exposure and cross-marketing. Also can opt to make use of Binance Square(social networking content platform) together with KOLs to amplify project updates and news. In China, people use a combination of Twitter, WeChat, Weibo, Telegram and Discord for communication and private crypto (trading) groups to share alpha and the latest projects. Keep in mind that most sites are still banned by the Chinese government, so users will need to use VPN. Users rely heavily on Chinese KOL and content creators for information, and read news portals to stay up to date with the latest news. Consumer dApps may want to explore marketing on other Chinese social media (apart from WeChat) such as Douyin (Chinese TikTok) and Xiaohongshu (lifestyle focused app). Chinese users are very PVP and highly speculative (fomo) because of the finance-driven culture, making money is the ultimate goal. Strong preference for memes and DeFi ponzi to ensure wealth effect. They are usually quite fast to things (BRC-20, ordinals, memes, bitcoin + eth). Most of the biggest CEXes in the industry are from China, they care a lot about metrics (revenue, on-chain volume, user growth) + bringing in new users (user adoption) before considering a listing. All require some sort of payment (tokens or stables) to list. With CEXs wallets becoming more popular, a popular strategy is also to partner with Web3 wallets (Binance, OKX, Bitget wallet) to increase mindshare and leverage it as targeted user acquisition. 拉盘 a) Media / marketing • Chinese and English: @WuBlockchain, @bwenews, @TechFlowPost, @ChainCatcher_, @Foresight_News, @panews • Chinese: @OdailyChina, @BlockBeatsAsia,, @ChainNewscom, @BiteyeCN b) Accelerators None c) KOL agencies • @iamyourchaos • @snow949494 • @EnHeng456 • @Cipher_Dance • @ShardingCapital d) Venture Funds • Legacy: @fenbushim, @ofrfund, @YoubiCapital, @QimingVC • Active: @waterdripfund, @genventurecap, @skyvisioncap, @Sky9Capital, @MetaWebVC, @CsquaredVC, @Mint_Ventures, @SevenXVentures, @JSquare_co / @DFG__Official, @iobc_capital e) KOLs • General: @phyrexni, @hebi555, @BTCdayu, @broleon, @wolfyxbt, @yuyue_chris • Trading: @brc20niubi, @0xSunNFT, @0xcryptowizard f) CEXes • T1: @binance • T2: @okx, @Bybit_Official • T3: @bitgetglobal, @Gate_io, @kucoincom, @HTX_Global, @MEXC_Official, @BingXOfficial g) Conferences None due to regulatory issues. Most of the biggest conferences will take place in Hong Kong anyway (China’s sandbox). Work with local local KOLs/agency to arrange smaller events/meetups

Token listing strategy playbook 📔 Founders especially, save this if you are planning to launch a token soon. When discussing portfolio value add, it’s not just making introductions to other VCs/angels to fill up the fundraising round but actually getting hands-on with founders to devise a proper strategy for success. One of it includes a proper token listing strategy on trusted centralised exchanges (CEX). - - - - - - - - - Here is a high-level guide I’ve written to help you and your project navigate the murky waters of getting your token listed on a major CEX. I’ll break it down into 5 sections: • Token listing documents • CEX and market maker negotiations • Community • Media coverage • Misc Before diving deeper, it is imperative to have a good fundraising plan before launching a token strategy. Make sure you nail the following: • Carve out a budget to pay for exchange listing fees (gets higher in a bull market) and market making (retainer) fees. • Strategise on how to fundraise from the venture arm of large CEXes (@BinanceLabs, @cbventures, @OKX_Ventures) as it improves the chances of listing. • Build relationships with VCs/ angels who have strong connections in the industry. - - - - - - - - - 1. Token listing documents In anticipation of a token launch, projects will need to prepare a few documents beforehand and they are the main requirements for a CEX listing. This includes: • A well written whitepaper (detailing the project’s vision and mission, explaining the protocol mechanism, team, roadmap). • Tokenomics (token details, utility, vesting schedule, sustainable distribution). • Protocol security and token audit from a trusted audit provider. • Legal documents (entity documents, legal opinion from a lawyer). • Investment and fundraising documents (last valuation raised at, cap table). • Completed CEX listing forms (each CEX will have its own unique token listing form to fill up —> generally includes company incorporation, financial data, team, tokenomics, protocol mechanism, community and traction, legal documents). - - - - - - - - - 2. CEX and market maker negotiations (a) CEX These days, every CEX listing involves a listing fee and these varies from paying in stablecoin USD terms to giving out a % of the token total supply. From our discussions, expect to pay a fee between $200k - $500k (sometimes more) or give out 5-20% of total token supply. Apart from listing fees, projects can also be expected to pay for technical fees (audit, token integration), marketing fees and security deposits. There is a backlog on every CEX now as more and more projects vie for a token listing. Building relationships + connections with the right people can expedite your success. It is also crucial for founders to apply for listings on multiple CEXes to increase the chances of securing a token listing + use it for negotiations. Good to have a collaboration + marketing campaign with DeFi wallets of various CEXes for more eyeballs. (b) Market Makers (MM) Onboarding MMs is a necessary part of the listing process to maintain price stability and ensure healthy liquidity for the token. MMs typically fall into 2 categories: • Loan + option model: MM borrow tokens from the project to provide liquidity and are granted call options (the right to purchase the token at a cheaper price) • Retainer + profit share model: project pay the MM monthly fees to maintain liquidity @0xLouisT and @minjung_eth did some good research on MMs: • x.com/0xLouisT/statu… • prestolabs.io/research/marke… - - - - - - - - - 3. Community and socials Form a strong (almost cult-like) and engaged community who will serve as your first set of users and word of mouth marketers. Some tips: • Discord <> Telegram/WeChat <> Twitter —> nail the trifecta of social media. • Hire good community managers to manage Discord and Telegram groups, ecosystem/ BD leads to secure partnerships and localisation strategies (e.g. APAC lead/ head of marketing in Korea). • Be active on Twitter from the main account + founder’s account to keep users informed with project updates + evangelise the product. Bonus if the project has a dedicated intern account/shitposter to get maximum mindshare (@intern <> @monad_xyz, @HugoMartingale <> @Polymarket). • Integrate with major questing platforms for another source of GTM (e.g. @Galxe, @zealy_io and @layer3xyz) and building communities. • Founders need to be constantly evangelising their project and be excited about what they are building. (Study @keoneHD <> @monad_xyz, @Punk9277 <> @_kaitoai, @SmokeyTheBera <> @berachain, @Taran_ss <> @stix_co). • Airdrops to power users + making them rich is one of the best ways to form a loyal set of users (albeit a bit hard these days with industrial farms and sybils). - - - - - - - - - 4. Media coverage Crypto Twitter (CT) is inundated daily with memes, shitposts, charts, project updates, threads. Projects need a well-designed + comprehensive marketing plan to ensure all angles are adequately covered. High level strats: • Publishing on major crypto news portals to get maximum coverage from publications like @TheBlock__, @Foresight_News, @BlockBeatsAsia and @PANewsCN. • KOL marketing which usually involves paid promotion or letting them invest at a lower valuation in exchange for marketing content (threads, articles, videos, channel shoutout). • Outsourcing to top tier marketing agencies. Some of the good ones I have had the pleasure of working with includes @snow949494, @cryptofreedman <> @hypepartners, @JiraiyaReal <> @TailoredWeb3, @ciaobelindazhou <> @ShardDXB. • Publishing deep research articles: apart from the big bois like @Delphi_Digital, @MessariCrypto, @blockworksres, there are many high quality firms that can be used like @Ian_Unsworth <> @kairos_res, @Steve_4P <> @FourPillarsFP, @blocmatesdotcom, @asxn_r and @Shoalresearch. - - - - - - - - - 5. Misc • @coingecko / @CoinMarketCap token listing. • @dexscreener enhanced token information. • @DefiLlama project listing. • @DuneAnalytics dashboards to showcase relevant on-chain metrics and user analysis. • @DeBankDeFi supported protocol. • @tokenterminal data partnership. - - - - - - - - - - I'll caveat this by saying that every token launch is unique and a cookie-cutter approach is usually NGMI. A successful launch obviously involves way more than what I’ve covered here - this is just the tip of the iceberg. If you’re working on a new project and want to learn more about the ins and outs of launching a token, feel free to reach out to @signum_capital or myself as we’re always looking to back bullish founders. Can’t leak too much alpha here :)

.@Aptos just had its bitcoin moment

Crypto APAC GTM Playbook: Navigating the Asian Landscape APAC (Asia Pacific) is a diverse and complex region, with each country characterised by its own language (sometimes overlapping), culture, and social norms. Navigating the landscape requires local knowledge, cultural sensitivity, and tailored localisation strategies. From China's stringent bans to the more established regulatory frameworks in Japan and Singapore, success in the APAC region hinges on embracing local culture and communication platforms like WeChat and Line. Strategic partnerships with key regional KOLs and grassroots communities are essential to authentically amplify the project’s vision and foster better engagement through local media and events. This guide breaks down APAC into key regions, starting with a write-up of each market and strategies including media outlets, KOLs, VCs, and key events. The flow for project founders: identify local media to amplify upcoming catalysts, work with KOLs or local agencies to craft important narratives and simultaneously build mindshare, raise from local funds for strategic value-add, partner with CEXes (web3 wallets) and host grassroots events to connect with users. - - - - - - - - 1. 🇨🇳 China • Focus: Speculation, Metrics • Messaging Apps: WeChat, Telegram, Weibo • Top Platforms: Binance, GMGN • Key Strategies: > Work with strong KOLs to amplify catalysts and news > Use Binance Square + Chinese media for distribution > Promote via WeChat, Weibo, Douyin, and Discord (via VPN) > Tap into speculative culture with memes, DeFi, and PVP narratives Despite regulatory challenges and clampdowns, China remains influential in the crypto space through offshore activities. This is because China is where the money is at —> most of the whales and retailers here are very degen and crypto native. Highly sought after market for both trading volume, TVL and user metrics. To maximise exposure, partner with a Chinese media to maximise exposure and work with good KOLs to amplify upcoming catalysts. Most if not all of the media outlets require payment in USD. Partnering with the likes of OKX and Binance wallet is good for retail exposure and cross-marketing. Also can opt to make use of Binance Square(social networking content platform) together with KOLs to amplify project updates and news. In China, people use a combination of Twitter, WeChat, Weibo, Telegram and Discord for communication and private crypto (trading) groups to share alpha and the latest projects. Keep in mind that most sites are still banned by the Chinese government, so users will need to use VPN. Users rely heavily on Chinese KOL and content creators for information, and read news portals to stay up to date with the latest news. Consumer dApps may want to explore marketing on other Chinese social media (apart from WeChat) such as Douyin (Chinese TikTok) and Xiaohongshu (lifestyle focused app). Chinese users are very PVP and highly speculative (fomo) because of the finance-driven culture, making money is the ultimate goal. Strong preference for memes and DeFi ponzi to ensure wealth effect. They are usually quite fast to things (BRC-20, ordinals, memes, bitcoin + eth). Most of the biggest CEXes in the industry are from China, they care a lot about metrics (revenue, on-chain volume, user growth) + bringing in new users (user adoption) before considering a listing. All require some sort of payment (tokens or stables) to list. With CEXs wallets becoming more popular, a popular strategy is also to partner with Web3 wallets (Binance, OKX, Bitget wallet) to increase mindshare and leverage it as targeted user acquisition. 拉盘 a) Media / marketing • Chinese and English: @WuBlockchain, @bwenews, @TechFlowPost, @ChainCatcher_, @Foresight_News, @panews • Chinese: @OdailyChina, @BlockBeatsAsia,, @ChainNewscom, @BiteyeCN b) Accelerators None c) KOL agencies • @iamyourchaos • @snow949494 • @EnHeng456 • @Cipher_Dance • @ShardingCapital d) Venture Funds • Legacy: @fenbushim, @ofrfund, @YoubiCapital, @QimingVC • Active: @waterdripfund, @genventurecap, @skyvisioncap, @Sky9Capital, @MetaWebVC, @CsquaredVC, @Mint_Ventures, @SevenXVentures, @JSquare_co / @DFG__Official, @iobc_capital e) KOLs • General: @phyrexni, @hebi555, @BTCdayu, @broleon, @wolfyxbt, @yuyue_chris • Trading: @brc20niubi, @0xSunNFT, @0xcryptowizard f) CEXes • T1: @binance • T2: @okx, @Bybit_Official • T3: @bitgetglobal, @Gate_io, @kucoincom, @HTX_Global, @MEXC_Official, @BingXOfficial g) Conferences None due to regulatory issues. Most of the biggest conferences will take place in Hong Kong anyway (China’s sandbox). Work with local local KOLs/agency to arrange smaller events/meetups

Ever since @truth_terminal and @virtuals_io took off on @solana and @base respectively, have opined that other ecosystems will start to develop their own AI Agents to vampire attack mindshare. Enter @din_lol_ the leading project in the AI narrative on @BNBCHAIN. They aim to be the first modular AI-native data pre-processing layer, designed to revolutionise how we interact with AI data. DIN empowers everyone to participate in AI development through data collection and validation. Their mission? Making human participation in AI development accessible and rewarding. - - - - - 1. @din_lol_ has achieved several key milestones: • >30M total users • 1M+ DAUs • $2.5M in node sales • Top-ranked AI project in the @BNBCHAIN ecosystem • Backed by @BinanceLabs Also on @BNBChain’s Dappbay rankings, we see DIN ranking as 1st in the AI category, making it a prime candidate to be the flagship AI project on BNB supported by strong user data and on-chain interactions. - - - - - 2. The ecosystem consists of 2 core products: a) xData: AI data collection tool • Users install a browser extension plugin for Twitter content collection used for AI model training • Users earn Wafer points for contributions (labelling Twitter content) • Points will be convertible to $xDIN through node mining b) Chipper Node: Data validation & processing • DIN’s AI data validation and processing node that users can run on regular PCs and earn $xDIN and $BNB rewards in the process • There is no complex setup required and support decentralised data processing With xData and Chipper Nodes, every user now can easily engage in AI data pre-processing and earn rewards. Nodes are fundamental to the DIN Network's architecture, serving as crucial intermediaries that manage resource allocation, facilitate data processing, and ensure high-quality contributions through active human-machine collaboration. These nodes act as quality filters to attract and retain valuable contributors with high purchasing power, ultimately driving the network's growth while emphasising the essential role of human oversight in AI data processing. The upcoming node pre-mining phase launches November 18th 2024. This is an opportunity to: • Lock in $DIN airdrop shares • Mine $xDIN tokens • Participate in the AI data revolution - - - - - 3. $DIN token details Data is collected, validated, and vectorized before consumed by various platforms, with $DIN facilitating the interactions between different components and token economy. The components include: • Node Chipper: Hold Chip NFT and get rewards • Node Marker: Stake node credentials to get rewards for data validation • Node Boomer: stake $DIN to get rewards for vectorizing data • Consumer Data: spend $DIN to get data which is provided to the agent platform, training platform and data market As the AI sector experiences rapid growth and data becomes increasingly valuable, DIN is strategically positioned to bridge the gap between users and AI development, reshaping the future of data by dismantling traditional monopolies, restoring data sovereignty to users, establishing a fair and decentralised data economy, and ensuring equitable value distribution through democratised global participation. Disclosure: this piece was made in collaboration with the @din_lol_ team

The amount of projects fighting / trying to TGE between now and EOY is insane 1. Layer 1/2 - @monad - @megaeth_labs - @AbstractChain - @rise_chain - @anoma - @FogoChain - @CantonNetwork - @irys_xyz - @katana - @AltiusLabs - @inconetwork - @FhenixIO - @soneium - @pharos_network 2. Wallets - @MetaMask - @Rabby_io - @rainbowdotme - @privy_io 3. AI - @SentientAGI - @SaharaLabsAI - @Mira_Network - @Talus_Labs - @gaib_ai - @hyperbolic_labs - @crossmint - @GoKiteAI - @Everlyn_ai - @Almanak__ 4. Perp Dex - @Lighter_xyz - @pacifica_fi - @edgeX_exchange - @grvt_io - @OstiumLabs - @GTE_XYZ - @ranger_finance - @variational_io 5. Prediction Markets - @Polymarket - @Kalshi - @trylimitless

Sui: A Comprehensive Network and Ecosystem Analysis @SuiNetwork’s story isn’t about higher TPS or lower latency. It’s about their object-based design and Move-first security maturing into a real full stack → storage, privacy, compute, identity, native liquidity → then the ecosystem catching up: real apps, enterprise usage, and institutional buy-in. This piece breaks down • Recap on Sui’s architecture • What shipped across the Sui stack in 2025 • Partnerships and ecosystem growth in 2025 - - - - - Sui’s Architecture The Sui tech stack has a unique object-centric model, safety-focused programming language, and dual-path consensus mechanism that were engineered to support high-throughput, low-latency dApps at a global scale. A Brief Recap • Object-centric data model: Treats on-chain tokens and smart contracts as distinct "objects” with its own identity, instead of everything living inside one global account state. The advantage of this is that owned-object transactions don’t compete for a single global ordering, so they can run in parallel and stay fast/low-latency • Move programming language: Move is Sui’s smart contract language, built for “asset safety” and easier formal verification. Its “resource” model means assets can be transferred, but “can’t be copied or accidentally destroyed”, preventing bugs like duplication and double-spending • Dual-Path Consensus: Sui splits consensus into a fast certificate path for owned-object transactions and Mysticeti’s DAG-based BFT ordering for shared-object transactions, so most activity finalizes instantly while only conflict-prone state pays the heavy consensus cost • Tokenomics and Economic Model: $SUI is the network’s utility token that pays gas fees, secures the chain, and governance. A portion of fees also flows into a Storage Fund that pays future validators for long-term data storage and rebates users when they delete on-chain data - - - - - The Sui Stack: Development in 2025 Throughout 2025, some crucial infra were launched (some by @Mysten_Labs), each designed to address a core need for modern dApps and to work seamlessly within Sui's object-centric architecture: • @WalrusProtocol (Programmable + Decentralised Storage): Allows devs to use Move smart contracts to govern how data is stored, accessed, and monetized. This enables new use cases such as games where the entire game state and media assets exist on the same programmable layer, or frontends stored and governed by the same smart contracts as the backend • Seal (Private Access Control): Addressing the critical need for handling sensitive on-chain data, Seal functions as a decentralized Key Management Service, allowing encryption of data (decryptable only when specific on-chain conditions are met) • Nautilus (Verifiable Offchain Compute): Nautilus uses TEEs to run complex or private computations off-chain, then lets Move contracts verify the results on-chain. This allows apps to safely use external data and sensitive logic without revealing it • @DeepBookonSui (Native Liquidity Layer): Added permissionless pools and new fee mechanics, reinforcing it as Sui’s core DeFi liquidity layer and pushing cumulative volume past $16b+ • Mysticeti v2 Consensus Engine: made Sui faster where it experienced 35% lower latency in Asia, 25% in Europe - - - - - Partnerships and Institutional Adoption in 2025 2025 marked a series of high-profile partnerships for Sui with enterprise leaders and an inflow of institutional capital. a) Enterprise Integrations • @googlecloud (Agent Payments Protocol): Sui was named a launch partner for Google's new standard, positioning the network as foundational infrastructure for automated, programmable payments • t'order (Korean Payments Platform): A top Korean table-ordering platform chose Sui to build a KRW stablecoin payment system • @BitGo and LayerZero: Brought native wbTC to Sui via @LayerZero_Core, enabling direct, low-cost movement of the largest crypto asset onto the network b) Institutional Finance • @CanaryFunds filed the first-ever S-1 for a spot SUI ETF, and 21Shares followed with its own spot SUI ETF filing • @Grayscale launched Sui ecosystem products with DeepBook Trust, Walrus Trust, and later the Grayscale Sui Trust (GSUI) giving institutions regulated exposure • @21shares launched TXXS (a leveraged SUI ETF) on @Nasdaq, Grayscale moved to convert GSUI into a spot ETF, and SUI entered the @BitwiseInvest 10 Crypto Index ETF (BITW) alongside majors - - - - - Thriving Ecosystem This section provides an overview of Sui’s scale and diverse ecosystem as of late 2025, cementing the analysis with key performance indicators and a survey of prominent projects a) Key Growth Metrics As of posting, Sui achieved: • Total DeFi TVL: $930Mn+ • Total dApps: 200+ • Total Stablecoin Market Cap: $6.01b This growth was particularly pronounced in DeFi. According to data, Sui's average daily DEX volume grew 232% YoY to reach $409m in 2025. b) Sui Landscape Analysis • Money market: Dominated by a few key players that together hold over a majority of TVL: @suilendprotocol, @navi_protocol, @Scallop_io. Others include @AlphaFiSUI, @OmniBTC and @bucket_protocol • Perps: @bluefinapp @AftermathFi → Leaders in the space • Other interesting DEXes (both AMMs and order-books): Highly competitive and includes @DeepBookonSui, @CetusProtocol, @Turbos_finance, @Magma_Finance and @ferra_protocol @MMTFinance • Liquid staking: @springsui_ is the dominant liquid staking protocol, powering 61% of Sui's Liquid Staking Token TVL with a peak TVL of $378 million while @HaedalProtocol comes in at 2nd • Other protocols: Includes more consumer focused (@phantom @overtake_world, @tradeportxyz and @BitwiseInvest) and Data which includes @WalrusProtocol that was covered above - - - - - Closing thoughts 2025 was the year Sui went from just a faster L1 with a barren ecosystem, to one that has more traction via increased enterprise adoption + institutional products, alongside sharp growth in on-chain usage and a suite of Sui-native projects that have gone on T1 exchanges. My take: Sui feels like one of the few L1s that actually care about their ecosystem (Deepbook, Haedal, Ika, Overtrade are some of the tokens that have done well). However, it still hinges on whether sticky killer apps emerge that keep users around. SUI Partner, views are my own