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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.

Professor Jo 🐙
Based on his career in acquisition finance, he is a 'DeFi farmer Chosunsaeng' who is running towards a bigger dream in DeFi. @0xundefined_
<소닉은 왜 한국에 왔는가?>
올해 초 @SonicLabs는 디파이 디젠들의 가슴을 설레게 했어. 빠르게 재정비된 체인 위에, 오랜만에 향수를 불러일으킬 만한 디파이 프로덕트들이 등장했지. 당시에는 포인트 기준으로 약 2억 개의 $S 토큰을 뿌린다고 했고, 이는 전체 유통량의 약 6%에 해당하는 규모였기에 큰 하이프가 붙기도 했어.
하지만 디파이 특화 체인에 대한 글로벌 관심이 한풀 꺾인 만큼, 소닉도 이 물량을 받아줄 유저가 해외에는 많지 않다는 걸 알고 있을거야.
결국, 유일하게 반응을 기대할 수 있는 시장은 ‘한국’뿐이라는 판단 아래 이번 행사를 기획한 것이라 생각해. 다만, 이제는 한국 투자자들도 교육이 되어 예전만큼 쉽지는 않다는 걸 곧 체감하게 될 거야. 행사장에 모인 대부분은 에어드랍 파머이고, 야핑 참여자는 프로젝트 입장에서는 ‘부채’이기 때문이야.
결국, 예전처럼 디파이 정신이 깃든 진짜 프로덕트로 승부를 걸지 않는다면, 다시 주목받기 어렵다고 생각해. 개인적으로는 예전에 좋아하던 소닉이 베라처럼 관심 밖으로 밀려나는 모습을 보는 게 안타까워.

seg.sonic17.7. klo 18.28
IRL airdrop @SonicLabs Korea 🔥🔥
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<Story, 새로운 동력을 얻다>
콘텐츠 산업을 IP 토큰화를 통해 재편하고 있는 @StoryProtocol 에 새로운 인물이 합류했습니다.
바로 UT Austin의 교수이자 AI·로보틱스·분산 시스템 전문가인 샌딥 친찰리 입니다.
샌딥 친찰리는 NASA 연구원 출신으로, 스탠퍼드에서 생성형 AI와 클라우드 로보틱스를 연구했으며, 현재는 자율주행 및 분산형 머신러닝 모델을 다루는 UT 오스틴에서 교수로 재직 중입니다.
연구 과정에서 차량에 직접 블랙박스를 설치해 현실 데이터를 수집하고, 그중에서도 ‘롱테일(long-tail)’로 불리는 희귀한 장면들을 분석해왔습니다. 이 데이터를 라벨링하고, 딥러닝용 TPU 하드웨어에서 경량 AI 모델을 직접 학습시키며, 데이터의 품질과 희소성이 얼마나 중요한지 깊이 체감했습니다.
그러던 중 그는 스스로에게 질문을 던졌다고 합니다.
“AI가 현실에서 제대로 작동하려면, 단지 모델이 아닌 퀄리티 있는 데이터가 필요하다. 그리고 그 데이터를 자발적으로 모으기 위해선 효과적인 인센티브 구조가 필요하다.”
그리고 그 해답을 Story에서 찾았습니다.
@StoryProtocol 는 데이터를 단순한 리소스가 아니라 IP로 정의하고, 온체인 보상 시스템을 구축 중입니다.
희귀한 데이터 수집 → 라벨링 → 합성 → 온체인 등록 → 로열티 분배
모든 과정을 체인 위에서 투명하게 추적합니다. 산디프 교수는 이를 다음과 같이 설명합니다.
“내가 대시캠으로 찍은 희귀한 운전 장면을 Story에 등록하고, 친구가 라벨을 붙입니다. AI가 이를 바탕으로 합성 데이터를 만들면, 그 과정마다 연결된 IP가 생성되고, 로열티는 자동으로 모든 기여자에게 분배됩니다.”
샌딥 친찰리 교수는 Story의 Chief AI Officer로서 AI 전략 전반, 온체인 학습 데이터 인프라, 분산된 데이터 보상 시스템 설계를 주도하게 됩니다. 그리고 그는 데이터의 가치를 이렇게 정의합니다.
“데이터야말로 새로운 IP입니다.”

Story17.7. klo 23.01
Introducing Story's new Chief AI Officer, @SPChinchali.
Sandeep is a professor at UT Austin focusing on GenAI, robotics, and distributed systems. He’s an ex-NASA researcher, early engineer of a startup acquired by VMware, and holds a Stanford PhD in AI and distributed systems.
As Chief AI Officer, Sandeep will lead Story's AI strategy, driving key incubations and advising the broader ecosystem on how to capture the immense AI opportunity ahead.
Sandeep’s work has long focused on how robots, sensors and ML models can learn from the messy physical world. Now he's bringing his expertise to web3 and Story.
That's because AI’s next leap isn’t about more GPUs. It’s about unlocking the most valuable (and underserved) category of IP: real-world data.
Sandeep's appointment is an important step towards achieving Story's Chapter 2 vision. Next week, this vision will come to life in a big way.
Stay tuned.

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<RedStone Interview>
RedStone is a modular blockchain oracle project that delivers secure, fast, and cost-efficient data feeds for over 1,250 assets across more than 70 chains.
Its architecture separates off-chain data collection from on-chain delivery, supporting both pull and push mechanisms. This design gives developers the flexibility to optimize between gas costs and real-time performance.
Tonight at 10PM KST, we’ll be joined by the founder of RedStone to hear about their vision and strategies for the rapidly growing stablecoin and RWA markets.
👉

5K
<AI가 만들어낸 콘텐츠, 진짜일까?>
@Mira_Network 의 Verify는 이 질문에 답하는 인프라입니다. 하나의 모델이 아닌, 세 개의 전문화된 검증 모델을 통해 각각의 주장을 평가하고, 그 결과에 따라 ‘사실’, ‘거짓’, 혹은 ‘합의 없음(No Consensus)’으로 분류합니다.
모델들이 모두 같은 판단을 내릴 경우에는 신뢰할 수 있는 결과로 간주하고, 서로 다른 판단을 내리면 의심 신호를 띄웁니다. 단순한 정답 찾기가 아니라, ‘불확실성’ 자체를 데이터로 제공하는 것이죠.
Verify는 단순한 데모가 아니라 ‘신뢰 인프라’입니다. API로 제공하는 백엔드로, 기업들이 AI 콘텐츠의 진위를 감지하고, 잘못된 정보를 자동으로 걸러내며, 필요 시 사람이 검토 가능케 연결할 수 있게 해줍니다.

Mira (3/3)16.7. klo 20.01
The internet has a truth problem.
So we built Mira Verify, which uses multi-model consensus to identify hallucinations and misinformation.
Mira is the multi-sig of truth.
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<Thoughts on Watching SharpLink Gaming>
It feels like ConsenSys is leading the way, making the 'Ethereum financial strategy' a significant trend. SharpLink Gaming is steadily accumulating Ethereum by raising about 500 billion won through PIPE, and the difference from the Bitcoin financial strategy is that Ethereum can generate profits through asset management beyond simple holding.
What I'm curious about is how they will manage the Ethereum they have gathered. Looking at the case of @SharpLinkGaming, it can be confirmed that they are managing assets based on LST or LRT through Figment.
Figment is one of the top validators on Ethereum and operates a dedicated vault for institutional investors, providing stable staking returns. Projects like @Obol_Collective help large operators validate more stably and efficiently, similar to Figment.
As more institutions adopt Ethereum strategies, I believe that the supply of Ethereum will inevitably concentrate on these institution-specific validators. Especially since risk management is key for institutions, they tend to operate nodes very conservatively to minimize risks like downtime or slashing.
For example, if a natural disaster occurs while running a node with a single validator key, it could result in losing not only future rewards but also the staked principal. To reduce such risks, the demand for infrastructure that distributes validator keys across multiple nodes, namely DVT (DVT: Distributed Validator Technology), is expected to continue to grow.
The decisive infrastructure difference between Ethereum and Solana is its decentralized computing structure. It is designed to avoid single points of failure through at least 5-6 clients, even if the world were to end. For institutions to properly ride this Ethereum narrative, they need to strategize to reduce single points of failure at the validator layer, with projects like @Obol_Collective at the center of that effort.
Ultimately, as more companies choose the Ethereum financial strategy, the demand for projects that can help them validate better or simplify asset management will naturally increase.


Lido6.7. klo 17.27
DVV All Time High + Limit Increase
The Decentralised Validator Vault has hit an all-time high at 14,344 wstETH (~$44m).
Adding to this, the deposit limit has been upped to 20,000 wstETH, fuelling DVT adoption through Lido, Obol & SSV.
Higher limits. More decentralisation.

7,04K
<The investment grammar of global VCs has changed>
These days, global VCs are investing in companies that want to incorporate digital assets as strategic assets. Pantera recently created a DAT (Digital Asset Treasury) fund to invest in companies such as Cantor Equity Partners (CEP), which is said to be earning at a premium of 1.5 to 10 times its net asset value (NAV).
In the end, a new meta centered on corporations and private equity funds was created. What we can think about here is to find out in advance which coins these companies will include as strategic assets in the future.
For example, it seems that projects like @StoryProtocol may be included in the AI fund managed by Grayscale, and if VCs who are serious about AI like @DCGco create a separate AI ETF, there is a possibility that AI coins such as $IP, $TAO, and $Flock can be strategically included.
Looking at the current Pantera example, we see major coins such as Bitcoin, Ethereum, Ripple, Avalanche, Hyperliquide, and Sui.
So I think it would be more realistic to look for a candidate that a company or fund can include as a strategic asset among the mid/small caps.

Grayscale27.6.2025
We have updated the Grayscale Research Top 20. The Top 20 represents a diversified set of assets across Crypto Sectors that, in our view, have high potential over the coming quarter. This quarter's new assets are Avalanche $AVAX and Morpho $MORPHO. All the assets in our Top 20 list have high price volatility and should be considered high risk.
Read the full report:

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‘CLOBs on Blobs’ marks a massive revenue opportunity for Celestia. High-performance trading venues are shifting toward modular architectures, and Celestia is emerging as the go-to DA layer for CLOB-based exchanges.
I’ll be hosting @nickwh8te from @celestia on my YouTube podcast tonight at 11PM KST to dive into what this shift really means.

12,11K
The Korean market is still enthusiastic about new coins, but coins that have stood the test of time may be a better choice. @maplefinance


Professor Jo 🐙10.6.2025
Korea is emerging as a major market taking RWAs seriously. Maple Finance has recently broadened its focus—not just on private credit, but also on yield-bearing stablecoins through its lending services. I’ll be hosting @syrupsid from Maple Finance (@maplefinance) on my YouTube podcast tonight at 10PM KST.

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