Bitbull Noah

Is InfoFi dead?

Short answer: no. But it’s clearly shifting.

Upcoming TGEs like Tria, Sentient, Brevis, and Miden are still pulling attention, so interest hasn’t vanished. As with every cycle, narratives rotate. DeFi NFTs, AI, memes most projects disappear, a few prove real value and stick around.

InfoFi is different because it runs on creators. Attention, distribution, and narrative don’t appear on their own. People create them. The promise was simple: contribute early, get rewarded later. The reality lately has been worse. Many hot projects either didn’t reward creators at all or paid out amounts that weren’t worth the time.

That’s why creators are leaving. No one wants to be farmed for engagement with no clarity on upside.

For InfoFi to survive, it needs to change: clear and transparent reward structures
defined timelines
honest expectations between effort and payout

What works better is real alignment: rewarding actual product usage
higher rewards for holding tokens or NFTs
incentives for long-term participation, not just hype cycles

InfoFi isn’t dead.
But without fixing incentives, it will keep losing credibility and attention.
$JUP $BNB

Not to brag but I have enough money not to work for the rest of 2025
$SOL

It looks like Lighter insiders may be influencing Polymarket odds ahead of the $LIT TGE & the on-chain behavior raises real questions.

Several large YES positions on the “Lighter airdrop before Dec 31” market were taken by newly created wallets, funded within days, each deploying six-figure size. Multiple wallets were funded from the same centralized exchange source strongly suggesting a single controller splitting exposure.

At first glance this could be written off as a whale using multiple wallets. But the pattern deepens.

One older wallet that entered the market much earlier was funded via a bridge from another wallet that also has historical links to a large depositor into Lighter itself. That depositor wallet moved significant funds into Lighter before any public announcements, before deposits were opened, and before invite-only access was known.

That timing matters

Funds were positioned before the private beta, before mainnet deposit announcements, and before the broader market had access. That narrows the possibilities to internal use, early partners, or insiders with advance knowledge.

More recently, additional fresh wallets began funding large NO positions, again shortly after receiving funds from exchanges. Since then, odds have shifted noticeably. Either these are extremely confident gamblers or they know something about delays the public doesn’t.

This highlights a structural issue with prediction markets.

You’re not betting against vibes or sentiment.
You’re betting against participants who may have direct access to timelines, contracts, and internal decisions.

That asymmetry is dangerous.

Even if the outcome still favors a TGE before year-end, the presence of insider-aligned capital undermines market integrity. If this behavior becomes normalized, prediction markets risk doing long-term damage to crypto credibility far beyond what meme platforms ever did.

Bottom line:
Be careful where you place capital. In markets like this, information not probability is the real edge.
$ADA

GM Square fam

New day, new trade, same grind.

Airdrops in 2021:

• You connected a wallet once
• Here’s $1,000, claim whenever
• No KYC, no questions
• Privacy mattered, users mattered

Airdrops in 2025:

• You didn’t post enough for 6 months → not eligible
• Ran a node for a year → congrats, now buy our ICO at $1B FDV
• Missed a form → permanently disqualified
• No KYC → no airdrop
• “Congrats, you’re eligible” → here’s $1.69, vested for 12 months

Same word.
Completely different meaning.
$ARB $HYPE $UNI

Cryptois difficult

- Most people overtrade
- Most people oversize
- Most people skip risk
- Most people chase narratives
- Most people sell late
- Most people repeat mistakes

What worked last month in crypto, probably will not work today
$BTC $BNB
$ASTER

I mostly agree with the take that the next few years will be harder for the average person.

AI and automation are absolutely cutting into traditional jobs and raising the bar. If software is faster, cheaper, and scalable, the question becomes obvious: why hire you instead?

That part is real.

Where I disagree is the conclusion that the door is closing.

What’s actually happening is the floor is rising, not the ceiling falling.

In crypto, DeFi, and CT, the easy phase is over. The people still winning have a clear edge: technical skill, distribution, research depth, execution, capital, or speed.

That doesn’t mean everything is saturated.
It means generic effort stopped working.

There are still wide-open gaps: specialized research, infrastructure tooling, onchain data, risk management, UX, compliance, education, and real product building.

AI doesn’t remove opportunity. It removes undifferentiated work.

If you don’t have an edge today, that’s not failure. It’s feedback.

The game shifted from participation to specialization.

So the real question isn’t whether things are getting harder.
They are.

The question is: what edge are you actually building for what comes next?
$BTC $BNB $SOL

Things that can send you back to $0

- Prediction market
- Degen
- Sporty
- Futures trading

Bls protect your $5
$BTC $AT

The 4-year cycle isn’t dead, but it’s clearly changing.

The old model
Halving → hype → blow-off top → 80% crash
worked when retail dominated and BTC was pure speculation.

That’s not the market anymore.

Spot BTC ETFs brought in institutions that allocate and hold, not panic trade. Volatility is lower. Drawdowns are shallower.

Macro now matters more than the halving.
Rates, liquidity, and risk appetite are driving price, not a supply shock everyone front-runs.

Instead of a sharp top and brutal bear, 2026 may look like a long expansion with rolling corrections.

Big retail mistake right now
waiting for a “real bear market” while institutions keep buying.

New meta: stop trading old cycles, start positioning for the one we’re in.

$BTC $ZEC

He’s not unemployed

He’s investing in the future of finance
$BNB

There’s no world where the Bitcoin bull market is dead while gold, silver, stocks, even platinum are hitting new all-time highs.

Money doesn’t vanish. It moves.

When rotation comes back to crypto in 2026, BTC aiming for $150k won’t sound unrealistic anymore.
$XAU $BTC

Crypto 2025 Wrapped

January
Memecoin frenzy kicks off
Major political headlines hit crypto
Total market cap pushes past $4T

February
Large exchange security incident shakes confidence
Bitcoin sees a sharp correction
Multiple ecosystem level controversies surface

March
US announces a strategic crypto reserve framework
Large cap assets named publicly
Wallet and onchain activity spikes

April
Macro pressure triggers a market pullback
Bitcoin briefly loses key levels
Tokenization narratives gain traction

May
US states move forward with Bitcoin reserve laws
Bitcoin prints a new ATH
Major Ethereum upgrade ships
Public crypto adoption milestones expand

June
DeFi activity rebounds strongly
Lending protocols regain dominance

July
Key US crypto legislation is signed
Bitcoin and Ethereum reach new milestones
ETF expansion accelerates

August
Ethereum sets a new ATH
DeFi usage surges
Perps go fully mainstream
BNB reaches record highs

September
Rate cuts resume
Crypto holds strength through a historically weak month
Regulatory tone improves
Debates resurface across CT

October
Bitcoin breaks another ATH
Volatility returns hard
Large liquidations shake markets
Multiple narratives rotate

November
Sentiment cools
Altseason talk returns cautiously
ETF speculation grows

December
ETF inflows pick up again
Derivatives dominate narratives
Stablecoin usage hits records

2025 was volatile loud and fast
How did this year treat you
$BTC

$PEPE

This year was the great depression of retail crypto
$BTC

9 months later, there’s still no real explanation.

Hu Lezhi remains one of the strangest events ever seen on Ethereum.

February 2025:

A Chinese programmer deliberately burned 603.38 ETH
Roughly $1.67M at the time
All sent to the zero address

Each burn included long, disturbing messages about mind-control technology and alleged abuse.

He repeatedly named a Chinese hedge fund, Kuande Investment (WizardQuant), and accused two executives of using brain-machine weapons on employees.

Additional burns followed that same week:

• 70.36 ETH with a message about animals being turned into digital puppets
• 33.03 ETH describing a person losing free will and becoming a “digital slave”

In total, 603.38 ETH was permanently destroyed.

From the same wallet, another 711.52 ETH was sent to WikiLeaks, including one transfer of over 590 ETH. Alongside it was a manifesto claiming he had been monitored since birth by a global brain-control organization.

Nine months later, all that remains is:

• Over 600 ETH burned forever
• Over 700 ETH donated
• A hedge fund that never responded
• A programmer who vanished after posting his final statements

The blockchain kept the receipts.

But the story itself is still missing its ending.
$ETH