To truly understand a project, you need to understand what it brings compared to its competitors. For years, institutions like SACEM (France), BMI (USA), and YouTube CMS have dominated copyright and royalty management. But their systems are outdated, full of high fees, lack of transparency, and slow processes. @campnetworkxyz introduces a whole new paradigm, every piece of content becomes a programmable onchain asset, with attribution, licensing, and royalties built in from the start. Many of you asked me what’s the real difference, in plain terms? No technical jargon. So here it is, I scored each feature out of 5 and compared Camp to SACEM, BMI, and YouTube CMS. The closest one is YouTube CMS, but even that only scored 18/35, barely half of Camp’s perfect 35/35. Camp outperforms them all, across IP registration, attribution & splits, royalty transparency, payment automation, fees, global access, and AI compatibility. You just need to see this breakdown once to realize that this is what the future of IP looks like.

If $IN had launched back in January 2025, it would’ve started at a $1B FDV. The market is less favorable now, but we can still estimate @Infinit_Labs future FDV with a model. So far, Infinit has already onboarded 174K+ users, and that’s before all its core features were live. So it’s reasonable to project a future range of 100K to 1M monthly active users (MAUs). So we can consider 3 scenarios: + 100K MAUs + 500K MAUs + 1M MAUs We can assume: + $100 avg. volume per transaction + 10 transactions per user per month (this is a conservative estimate) Infinit charges fees between 0.2% and 0.5% depending on strategy complexity, so we’ll use an average fee of 0.3%. From this, we can calculate protocol-level revenue. This is total revenue captured by Infinit, not necessarily what's distributed to $IN holders. We don’t yet know the exact percentage of fees that will be shared with $IN holders. To stay conservative, let’s assume 50% of the protocol revenue will go to token holders. (In reality, it may be closer to 100%, but 50% is a safer base case.) In DeFi, it’s common to value tokens based on a multiple of annualized revenue. Early-stage projects usually trade at 10x revenue. More mature or hyped protocols can go up to 30x. Since the AI sector is highly speculative, a 15x multiple seems like a reasonable middle ground. With that in mind, we can estimate the FDV range between $27M and $270M FDV. A mid scenario of 500K MAUs with a 15x multiple gives us a projected FDV of $135M, which seems realistic for launch. Even the most conservative scenario, with cautious estimates at every step, still gives us an FDV of $18M. This worst-case is unlikely but it sets a clear floor. A conservative but realistic scenario would be 500K monthly users and a 15x revenue multiple → $135M FDV. That’s a reasonable expectation for a protocol just launching. Now that you have an estimate of the FDV, you can use this post to calculate the potential reward value for top 1,000 Yappers:

The FairFlow concept by @KyberNetwork is worth a closer look. It’s a Uniswap V4 (and similar protocols) hook that lets LPs earn more, without doing anything extra. The idea is to redirect arbitrage value that would normally be captured by external arbitrageurs back to the LPs. 1/ It blocks external arbitrageurs 2/ Absorbs Captures arbitrage value 3/ Redistributes them to LPs 4/ LP tokens remain usable elsewhere (like in liquid staking)

🔥 The game is about to change for LPs. Forget just earning pool fees, with FairFlow, you’ll grab the value that usually slips away: - Equilibrium Gain (EG): Take back a share of arbitrage profits that were once going to arbitragers. - Additional Yields: No LP token staking, so it’s free to earn elsewhere while still collecting EG Sharing and Liquidity Mining Rewards. In short: LP rewards with FairFlow = Pool Fees + Equilibrium Gain + Additional Yield Opportunities + (Short-term LM rewards). ⚡️ Dive into FairFlow now - before it hits the stage now ⏳Coming on 6th August 2025.

July has flown by with exciting developments in full swing. Projects are blazing trails in both product innovation and promoting. And @campnetworkxyz is right on track with this momentum: + Over 400k TrailHead remixes + Over 14.5m impressions + 1.5m IPs minted Uncover thrilling adventures waiting for Campers:🧵⬇️

Tokenomics of $IN. 🧵

This is a great time to maximize point exposure on @aegis_im. Only 30 days left until maturity, and the yields have never been this good. But for once, we’re not going to do it on @pendle_fi (hurts to say that haha). 1 YUSD only gives you 78 YT on Pendle and 81 YT on @spectra_finance. That might not seem like a big deal, but it actually makes a difference in the final yield. If we assume a $50M FDV, buying YT on Spectra gives a 197% ROI at maturity. In comparison, buying on Pendle gives 185% at maturity. Considering an FDV of at least $50M is totally reasonable, since that's the valuation from their seed round. At launch, it's likely to be around that level. If you’re looking to get a fixed rate on YUSD in these final 30 days, I recommend doing it on Pendle, which currently offers a 16.2% APY, compared to 12.68% APY on Spectra. In both cases, whether you're going for fixed yield or point exposure, there are some strong opportunities on Aegis.

Just got a message from @Polkadot official account. The real ones know what that means Hahaa. It feels great, especially given how much I respect this ecosystem!

The best ways to get exposure to $kHYPE. 🧵

The @campnetworkxyz TGE will be this month. They plan to distribute 0.5% of the total token supply to their top 50 Yappers. Every week, they’ve been distributing $10,000 to the top 20 weekly Yappers, and based on that, there’s a strong chance they’ll use the same reward model for the 0.5% token airdrop. I personally received weekly rewards three times at different ranks: + Rank #2 → $730 + Rank #9 → $480 + Rank #12 → $440 The differences are small, it’s not one of those models widely used on Kaito where the top ranks get rewarded way more than the rest. The distribution is fairly balanced, which makes sense when you’re only rewarding a small group. That’s why I believe they’ll stick to this same model for the top 50 rewards. Based on the rewards I received, I reverse-engineered the formula they likely used. So I applied it to the upcoming token rewards. The top 50 Yappers will share 0.5% of the total supply, and since the FDV isn’t known yet, I ran the numbers across 4 possible FDV scenarios: $50M, $100M, $150M, and $200M. Realistically, it’s likely to fall within that range. To be honest, I don’t think FDV will be as low as $50M, but even if it is, the 50th place would still get around $3K, which is pretty solid. A $100M FDV at launch seems very likely, which would mean potential rewards between $22K and $7.5K for top Yappers. My friends @Mikesi30, @grebbycrypto, and @0xAndrewMoh are about to eat well!