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andrew.moh
prev @kpmg
▸ Educational Writer 🧵 | ▸ Narrative Insights 📚 | ▸ Alpha Detector ✡️
▸ @Mantle_Official & @SeiNetwork contributor
Looking for an example of well-designed tokenomics supported by solid fundamentals?
Check out @AmbireWallet.
FYI: Ambire Wallet is an AA Web3 wallet that supports a wide range of EVMs including Ethereum, Arbitrum, BNB Chain and more.
Ambire is available as a Chrome extension and will soon launch on both iOS and Android.
Regarding Ambire's native token, $WALLET, it powers the entire ecosystem with a Staking - Voting - Rewarding mechanism.
Here's why $WALLET is robustly supported by Ambire:
+ 52.17% of WALLET (versus 71% circulating supply) is staked ➜ reducing selling pressure
+ Consistent buybacks by the Ambire team (50m tokens have been bought back so far) ➜ maintaining the inflation
+ A rewarding loop: stake/provide LP with WALLET ➜ earn XP ➜ receive rewards in WALLET
These factors create strong flywheels for $WALLET.
27.6.2025
One dashboard for everything $WALLET
- Stake & unstake
- Migrate from xWALLET to stkWALLET
- Vote in governance
- Provide liquidity
5,92K
The momentum on @SeiNetwork is driven by 02 key factors:
+ Total active users: approximately 700k wallets, with the chart showing a definite increase since the start of May
+ Total transaction count: consistently rising, with a 30-day moving average of around 1.65m transactions/day
If only one of these metrics were increasing, it might indicate a false trend.
However, for Sei, both metrics are rising, and data doesn't lie.
More users = more transactions, resulting in spiked revenue, which supports sustainable growth.
Sei is coming back to the golden time that I always dream of.
21.7. klo 00.18
What a powerful week for @SeiNetwork.
It seems the Sei team has foreseen the approval of GENIUS Act, significantly impacting the $250b stablecoin market.
➜ Reflecting in the adoption of $USDY - a smart move that aligns perfectly with the Act's requirements:
+ Strong backing: Short-duration US Treasuries and USD, in agreement with the Act
+ Yield-bearing token with a current 4.29% APY
USDY is expected to boost DeFi metrics on Sei even further.
In addition to the $679.5m TVL, gaming on Sei is also reaching new heights:
+ 10.55m Unique Active Wallets (UAW) over 30 days
+ $19.01m in dApp volumes over 30 days - an increase of 2,462%
Top 5 games on Sei account for 65% of total UAW. Users on Sei can avoid fragmentation by focusing on these top games.
Expecting a strong boost when USDY goes live on Sei.
7,01K
Been tracking Sei for months, and it’s honestly satisfying to watch people like @YashasEdu uncover just how deep @SeiNetwork’s build has gone.
+ Multi-proposer EVM
+ AI-native protocol layer
+ $USDY + native $USDC
+ Aggressive infra decisions (SIP-3)
Glad more folks are realizing how hardcore Sei’s been.
For those who are still fading on Sei, we tried to tell you.
21.7. klo 20.15
Lately @SeiNetwork has been quietly shipping while everyone's watching the major alts.
Let me show you what's actually happening with this L1.
The data will surprise you.🧵
4,81K
Nice updates from @0xAmberCT on @wardenprotocol’s latest AI layers.
Chat-based Uniswap trading, predictive plugins, image-gen quests, and decentralized compute via Bless all fit into a composable vision.
It’s experimental and ambitious.
But let’s be honest: chat-based swaps and city image quests won’t matter if the infra isn’t sticky.
+ Do these tools actually drive recurring usage?
+ Or is this another campaign-heavy sprint without real user pull?
Execution is fast, but traction’s the test.
21.7. klo 19.28
Being the ChatGPT of blockchain means your AI needs to improve fast.
Not just an easy DeFi wallet, @wardenprotocol is leveraging its intelligence layer at lightning speed to meet that standard.
Let's explore the latest AI upgrades on Warden.
A thread🧵.
3,05K
Since many believed that I was trying to expose someone or something to just gain attention, I just to clarify a bit:
+ More people are labeling themselves as small accounts, which they believe gives them the right to flood their feeds with low-quality content and sadly the current Kaito algorithm sometimes fails to detect it. (you guys could check out Polkadot as an example)
+ I mentioned earlier that I'm unsure if the tool I referred to provides accurate data or if all comments are counted as tweets since there's no info on Kaito about how many posts or comments creators make over time either.
Since the algo is unclear, I'm not accusing them of spamming. I'm just curious about how accounts with fewer followers can appear at the top. (or is there a way to climb the LBs by simply posting more and more?)
If they are truly producing pure content only, that's great.
They then serve as motivation for other small content creators to achieve the same success.
That's all. Peace!
21.7. klo 13.24
I’ve been reviewing the stats from @KOO_YH’s tool and took a deeper dive into the top yappers for @campnetworkxyz.
In the 30D top 5, a couple of things "stood out":
+ An account with 17 smart followers and 2,522 tweets is sitting at #4.
+ Another, with 726 reposts, ranks at #3.
I get that the algo behind mindshare is kept private, which makes the rankings feel more competitive and honestly, a bit unpredictable.
Still, it can seem unfair when high-effort, quality content doesn’t always beat out spammy volume.
That said, Camp Network’s 3.8k total yappers (30D) is notably lower than most other Pre-TGE projects on Kaito: @anoma - 11.8k, @theblessnetwork - 8.4k, @boundless_xyz - 5.9k, @cysic_xyz - 6.1k, @infinex - 6.6k, @Infinit_Labs - 5.7k, @MitosisOrg - 8.3k, @OpenledgerHQ - 7.5k, @wardenprotocol - 7.4k, @TheoriqAI - 4.4k.
That's still a good sign for all Campers.
Also, massive respect to my friend @Mikesi30, who’s been holding down the #1 spot consistently - delivering great content and drawing real engagement every time.
Share your thoughts below. Let me know if I'm wrong.
5,13K
I’ve been reviewing the stats from @KOO_YH’s tool and took a deeper dive into the top yappers for @campnetworkxyz.
In the 30D top 5, a couple of things "stood out":
+ An account with 17 smart followers and 2,522 tweets is sitting at #4.
+ Another, with 726 reposts, ranks at #3.
I get that the algo behind mindshare is kept private, which makes the rankings feel more competitive and honestly, a bit unpredictable.
Still, it can seem unfair when high-effort, quality content doesn’t always beat out spammy volume.
That said, Camp Network’s 3.8k total yappers (30D) is notably lower than most other Pre-TGE projects on Kaito: @anoma - 11.8k, @theblessnetwork - 8.4k, @boundless_xyz - 5.9k, @cysic_xyz - 6.1k, @infinex - 6.6k, @Infinit_Labs - 5.7k, @MitosisOrg - 8.3k, @OpenledgerHQ - 7.5k, @wardenprotocol - 7.4k, @TheoriqAI - 4.4k.
That's still a good sign for all Campers.
Also, massive respect to my friend @Mikesi30, who’s been holding down the #1 spot consistently - delivering great content and drawing real engagement every time.
Share your thoughts below. Let me know if I'm wrong.
19.7. klo 13.06
Counted another week in the top 20 @campnetworkxyz!
Just want to share some motivation with all the Campers out there.
Your position reflects consistency, curiosity, and community. Every yap is a chance to learn, share, and connect with builders shaping the future.
If you think your voice doesn’t matter - it does.
+ Key learnings this week: IP licensing, partnership with @KorProtocol, and 400k TrailHeads remixes
+ Expectations for next week: new quests in Act 2
Cheers!
11,44K
Gm! Wishing you all an amazing week ahead.
ETH/BTC has reached a new high for the first time in nearly 6 months. It seems we're witnessing one of the most interesting periods coming up.
Meanwhile, I still grind hard on my own mindshare games:
+ @TheoriqAI, @wardenprotocol, @campnetworkxyz : I still hold steady top 2, top 3 and top 5 respectively.
+ @OpenledgerHQ: 8 ➜ 6
+ @Infinit_Labs: 19 ➜ 11 (top 10 soon)
+ @SeiNetwork: 8 ➜ 9 (slightly lowered the rank when I saw a lot of quality content last week; it's tough to compete for a top spot in the top 10)
+ 2345 yaps achieved.
What's your mindshare journey looking like? Share your progress below.
Let's make another week count!
14.7. klo 13.50
Gm and wishing you all an amazing week ahead! BTC has reached a new all-time high at $122k.
Here's the latest on my mindshare game updates:
+ Cracked the top 30D in these 8 projects: @TheoriqAI, @wardenprotocol, @campnetworkxyz, @StoryProtocol, @Mantle_Official, @OpenledgerHQ, @SeiNetwork, and @soon_svm.
+ 2295 yaps achieved.
+ SEI is seriously tough to break into the top 10.
+ S/o to @Infinit_Labs for being one of the most vibrant communities out there. Aiming for top 10 this week.
+ @anoma piqued my interest, but I might be a bit late to the game.
What's your mindshare journey looking like? Share your progress below.
Let's make this week count.
10,58K
What a powerful week for @SeiNetwork.
It seems the Sei team has foreseen the approval of GENIUS Act, significantly impacting the $250b stablecoin market.
➜ Reflecting in the adoption of $USDY - a smart move that aligns perfectly with the Act's requirements:
+ Strong backing: Short-duration US Treasuries and USD, in agreement with the Act
+ Yield-bearing token with a current 4.29% APY
USDY is expected to boost DeFi metrics on Sei even further.
In addition to the $679.5m TVL, gaming on Sei is also reaching new heights:
+ 10.55m Unique Active Wallets (UAW) over 30 days
+ $19.01m in dApp volumes over 30 days - an increase of 2,462%
Top 5 games on Sei account for 65% of total UAW. Users on Sei can avoid fragmentation by focusing on these top games.
Expecting a strong boost when USDY goes live on Sei.
20.7. klo 21.17
Between Crypto Week on Capitol Hill, tokenized US Treasuries coming to Sei, and sustained momentum across DeFi and gaming, this week had it all.
Here’s what you need to know👇
🔴 @OndoFinance is bringing USDY, a market-leading tokenized treasury product, to Sei:
🔴 The GENIUS Act was signed into law, providing long-sought regulatory clarity for stablecoins:
🔴 @splashing_xyz went live, a new LST protocol on Sei:
🔴 @TakaraLend has grown to over $100M in TVL:
🔴 Sei is the number one gaming chain, with 10M users across the 30-day timeframe, per @DappRadar:
🔴 @OSP_TD, a first-person shooter + tower defense game, opened its alpha access:
🔴 @grandgangstaci’s mobile game, West Land Arena, went live on the Google Play Store:
12,88K
When I saw $EPIC’s volume jump, I assumed it was a Binance hype echo.
But @the_smart_ape broke it down: $EPIC is one of the only small-cap infra plays actually seeing volume comparable to giants like $ONDO.
That alone forces a rethink.
1k2% volume spike. Binance listing. Real OP Stack infra. $56m FDV.
Yes, it’s still risky.
It’s rare I see a sub-$100M token check this many boxes. Might need to dig in deeper.
20.7. klo 18.00
You’re watching the price, I’m watching the volume.
Something’s happening with $EPIC and its recent Binance listing.
It’s one of the most undervalued RWA plays out there. 🧵🔽
4,28K
Met @OpenledgerHQ by chance, and now I'm hooked on the team's vision: "From raw data to a promising AI network."
I was quite surprised by the 58.58% mindshare on Dec 24; it seems I was one of the first OGs to talk about OpenLedger.
Now, with @KaitoAI Yapperboard and @cookiedotfun OctoSnaps, the place is more crowded than ever.
➜ Better wrap it up since it's the last day on OctoSnaps - only 24 hours left to accumulate your final SNAPS.
Next month, a few changes need to be made to form the best strategy. I'm working on it.
17.7. klo 18.19
While you've been calculating the value per SNAP:
Don't forget that @OpenledgerHQ also distributes 2m $OPEN to the top 200 Yappers in 6M LB.
What does a long run need?
+ A fresh start from the very beginning
+ A deep understanding of OpenLedger to see how the team has evolved to adapt to market needs
+ Rapidly growing community engagement
+ A trusted, easily recognizable face
It's not too late to get started.
OpenLedger is still in development.
7,79K
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