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Shann³
Data & strategy for crypto and ai, build stuff w/ cursor, founder @lunarstrategy | @lunar3capital | @cryptoaicon | @vibecodehouse
Morning,
Having a chill Sunday in the park
Stayed surfing too long yesterday, so I´m a bit cooked
Either way I´ll be locking in for a couple of hours today, looking at...
> I read something about being 5 days away from @wardenprotocol snapshot, is that true?
> Luke from @MitosisOrg confirmed their snapshot for July is still valid, no postponing, I´ll be adding more liquidity
> It´s been wild watching the Theoriq fund rasising on Kaito get oversubscribed in just one day, its currently sitting at almost 6M, they are also working on a solution so we can pledge more than one time
> Been building a new yApp, continuing on developing it so we can give yappers more value first thing next week
> I´m looking into @letsCatapult a bit more, got introduced to them but they are still very early, as they are running their mindshare campaign I´ve been speculant as its suppose to become a launcher on HyperEVM
> I´m finalizing a breakdown of the last weeks Yaprun results on @infinex
Other than that I´ll be taking it easy and touch some grass

1,45K
Kaito Leaderboard Update
> Infinex #9 (Gained monthly LB, but lost spots on Yaprun, I´m using them to swidge my assets on a daily basis, waiting for the Connect feature to update to an browser extension)
> Kaito Native LB #32 (Generally I post about Kaito everyday, news, commentary, but mostly data insights & research)
> Satlayer #48 (Been posting a bit about them to showcase BTC yield)
> Peaq #85 (Getting into DePIN again after fading it for last 2 years, they are essentially leading the movement)
> Theoriq #96 (I´m all in on AI, vibe coding, building agents & they are building an agentic framework for creating swarms, on-chain)
Which projects are you focusing on?

2,52K
My current favourite BASE projects
1. AvantisFi (Preps & Yield)
2. Limitless (Prediction Market)
3. ?
I´m big on yield, and every time I take profit I rotate into yield opportunities.
A part of my portfolio is in @avantisfi, they have two LP Vaults where you earn a pretty good Boosted APR, at the same time you´re gaining points towards their season 2
I´ve been on poly market for a long time, even tried the Virtuals agent poly trader for a while when it launched.
So when I saw there was a Prediction Market on Base I couldn´t try it out, and I got positively surprised!
They have now introduced their new points program called "Own the Edge", make good predictions + yap about @trylimitless to earn rewards
What´s your favorite Base projects?


1,15K
Kaito Radar is available to any yapper who wants an easy overview of Yaps & Mindshare on the timeline
For example, go into your Warden timeline --> Enable Kaito Radar and see who is ranking on the @wardenprotocol leaderboard
Happy to see top Kaito project leads using the extension 🤝


Luis 👾26.7. klo 17.46
I'm looking for the yaps extension from @LunarStrategy
@TimHaldorsson @shannholmberg could you share it? Would be very helpful to check how the Warden community members are doing!
Thanks!
3,5K
Morning,
Taking some time to write some content this morning
Probably heading to the beach later
What´s been on my mind...
> Read Yu Hu´s new article about "The Future of Airdrops & Token Distribution", solid takes throughout, mostly interested in what makes a good token distribution + how we define smart incentives
> Regret not pledging more to Theoriq Kaito Raise (Apparently you can only pledege once)
> Planning to read the new Messari Q2 report of @peaq, for me revenue is key metric, even tho data is gold in this era
> I almost one-shotted a new Kaito yApp in Claude Code yesterday, want to launch that first thing on Monday for all the yappers
> My content breakdown of @cysic_xyz got a lot of support, will make sure to do more valuable research
What are you up to this weekend?

1,83K
Cysic Content Analysis Report
Just did a deep analysis of Cysic discussions from 1,306 tweets. Here's what the yappers are saying...
Top Things Talked About:
1. ZK/Proving Technology: 4,317 mentions
- Technical discussions and innovation focus
2. Technology/Innovation: 3,881 mentions
- Technical discussions and innovation focus
3. Cysic Network/Technology: 3,029 mentions
- Technical discussions and innovation focus
4. Community Engagement: 709 mentions
- Community engagement and social activity
5. Development/Updates: 340 mentions
6. Token/Tokenomics: 242 mentions
- Token economics and investment discussions
7. Partnerships: 174 mentions
8. Ecosystem/Adoption: 129 mentions
9. Price/Trading: 104 mentions
---
Here's how people feel...
Full Sentiment Breakdown (1,306 tweets):
> Positive comments: 326 tweets (25.0%)
> Negative comments: 9 tweets (0.7%)
> Neutral/Informational: 971 tweets (74.3%)
Among tweets with clear sentiment:
> Overall mood: 97% positive (326 out of 335)
> Cysic gets praised 36.2x more than criticized
The majority (74.3%) are neutral tweets sharing information. When people DO express feelings, they're overwhelmingly positive.
---
What the @cysic_xyz yappers likes most:
> Zero-knowledge proofs and computational capabilities
> Early investment opportunity and market positioning
> Practical use cases and real-world utility
> Strong community support and active engagement
> Long-term growth potential and vision
> Advanced technology and innovative solutions
---
Community Highlights & Engagement Metrics
> Total engagement actions: 285,236 (likes + retweets + replies + quotes)
> Total likes: 156,497
> Total retweets: 16,437
> Total replies: 103,797
> Total quotes: 8,505
> Total bookmarks: 10,325
> Total views: 6,848,848
> Average engagement per tweet: 218.4
---
The Opportunity:
ZK/Proving Technology gaining traction → 4,317 mentions
Strong community focus on this area shows growing interest
Technology/Innovation gaining traction → 3,881 mentions
Strong community focus on this area shows growing interest
Key insights from 682 unique accounts:
- 97% positive sentiment shows strong community belief
- Top 10 contributors generate 188 tweets (14.4% of dataset)
- Average engagement of 218.4 per tweet indicates active community
- Total views of 6,848,848 show significant reach
---
To summarise...
97% positive sentiment + active community + focused discussions = a project with engaged yappers

11,67K
BOLD move by Theoriq
They just announced new terms for their Kaito Launchpad Raise
They went from 2 years vesting --> 100% unlock at TGE
I forgot my passport at home so I need to head home quickly from the office and do KYC
This is aligned with yappers and the broader community


Jack Haldorsson25.7. klo 22.27
Theoriq just announced 100% unlock at TGE
from 2 years vesting ----> 100% unlock at TGE
I think this is a brilliant and very confident move.
having long vesting = scared people will sell
100% unlock = extremely confident in your product.
I'm going to pledge to @TheoriqAI

2,2K
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