HELLO Club Rewards and Ecosystem Growth

The Spaces covered a packed agenda of Hello Labs ecosystem updates, partner news, and live market predictions. Nathan (Hello Labs), Sander (CEO), Bunny, and Shotgun detailed the Hello Club’s native-yield design: micro-fees from services (DEX token creation, prediction markets, etc.) accumulate into a rewards wallet for stakers, enabling monthly distributions without token inflation. November’s Hello Club Awards total a little over $5,000, with distributions aligned to the monthly cadence and upcoming cycles around early January. Gamified quests boost individual allocation percentages, with Super Booster actions (e.g., sharing updates) amplifying rewards; partners like Warp are integrated, with engagement quests and additional airdrops for Club members. Incubator highlights included Warp’s rapid growth and a major new partner announcement, and Solido’s launch on the Supra L1 with a themed, gamified DeFi experience and an NFT mint (public mint on December 5). Supra’s technical push was noted, including a public bounty challenge around EVM parallel execution performance and a move to EVM compatibility. Killer Whales Live is scaling weekly, adding high-profile whales (including Ran Neuner) and strengthening project–investor matchmaking with live community voting. The panel closed with new predictions on ETH, BTC, Monad, and an NFT collection, to be posted in Hello Club for community participation.

Hello Club Spaces – Weekly Update Recap

Who Spoke

  • Nathan (Hello Labs) – host/moderator; runs the Hello Labs account and livestreamed via the Killer Whales page.
  • Sander – Co‑founder & CEO, Hello Labs.
  • Bunny – panelist.
  • Shotgun – panelist.

Headline Announcements

  • Hello Club Rewards (November): A little over $5,000 (USD‑equivalent) in Hello Club rewards accrued from ecosystem fees and will be distributed monthly to stakers in Hello Club. December rewards are queued; current plan was to execute the first distribution “tomorrow,” with a visible next cycle date shown as January 2 on the Club interface.
  • How rewards are funded (native yield):
    • Hello Labs has built an ecosystem of on‑chain, fee‑bearing services (e.g., token creation on the DEX, predictions market, protection, staking, gaming, events with Killer Whales, livestream features, etc.).
    • Each action incurs micro‑fees that flow into a rewards wallet. Those fees are then shared pro‑rata with Hello token holders who stake in Hello Club.
    • This is non‑inflationary native yield (no emissions from treasury; no token inflation). Early results suggest an approximately 66% APY at current usage vs. current staked supply, but Sander stressed it’s variable and entirely dependent on service usage and total staked tokens. As usage and staking change, the implied APY will fluctuate.
  • Eligibility and “quests” boost: Basic staking earns a share; completing simple engagement quests can increase a member’s allocation percentage. Examples:
    • Follow Warp on X (e.g., +50 points) and other incubator partner engagements.
    • “Super Booster” quests (e.g., sharing the Hello Club update) meaningfully boost allocation.
    • Points fuel gamification/leaderboards; the tangible impact is on the reward allocation multiplier. Team accounts are excluded from benefits.

Incubator & Partner Updates

  • Warp (gaming infrastructure):
    • Warp is an incubated partner. Initially pitched as helping Web3 games “rebuild” and improve; they’ve since expanded into building a gaming L2 plus a platform servicing 10–12 L1s. Games on those networks can adopt Warp’s stack, including quests, competitions, and engagement tooling.
    • Founders are industry OGs with prior studio experience, exits, and deep access to guilds and gaming alliances.
    • Recent cadence: node launch a few months ago; token launch a few weeks ago; frequent partner announcements. A new partnership with a major “— Games” brand was highlighted (name was unclear in audio), framed as “absolutely massive,” focused on adoption and player experience.
    • Airdrops: Warp is running airdrops; Hello Club members can qualify via Club quests. If you’re going to engage with Warp on X, do it through Hello Club quests to get rewarded.
  • Solido (DeFi on Supra):
    • Incubated partner building a core DeFi protocol in the Supra ecosystem. Sander emphasized asymmetric opportunity from being early to an L1’s primary DeFi primitives.
    • Product status: the DApp is live; a “Genesis Blocks” NFT drop is underway. Whitelist mint is live; public mint slated for December 5. The trailer (Minecraft‑inspired) introduces “Blocks” as points earned by using the protocol; Blocks are used to mine the “SOLID” token and determine early governance influence (“Council of Solido”). “Genesis Blocks” boosts future rewards (early actions get multiplier effects).
  • Supra (L1) status and technical challenge:
    • Supra founders (Josh named) publicly challenged claims about Monad’s EVM parallelization speed. Supra offered escalating bounties (from $25k to $100k, then up to $1M) for anyone proving Monad’s stack is faster than Supra’s EVM‑compatible Move‑based stack.
    • Supra plans an EVM transition/compatibility push imminently, which would open Ethereum assets and liquidity flows into Supra. Despite price pressure post‑launch, the team remains active and shipping; Sander expects the typical L1 adoption curve: post‑launch dip, then traction and expansion.

Killer Whales Live – Format and Talent

  • Strategic focus: Hello Labs is doubling down on Killer Whales Live as a media‑meets‑dealflow platform: fast access for builders to pitch to “whales,” gain awareness, and potentially receive investments/incubation via Hello’s KOL network and Club.
  • New whales: Ran (Crypto Banter) has formally joined the Killer Whales Live team (not just a guest). The team has also onboarded other notable whales (including Coach K and participants connected with major venture teams were referenced) and is bringing in additional high‑profile, opinionated figures, including some from Web2 with multimillion‑follower reach.
  • Cadence and geography: Aim is weekly episodes with time‑zone rotation so global whales can participate without extreme hours. Episode 2 is slated for next week (exact date to be announced); Episode 1 recap video (7 min) is live on the Killer Whales page.
  • Live format features: real‑time community “sink or swim” voting via QR code, live chat overlay for viewers, compressed 30–40 minute runtime that feels fast‑paced; feedback from pilot projects (e.g., Warp, Geeko) was very positive—value in exposure, investor intros, and content reuse.
  • Tip to founders: Come prepared. One project called out for having ~30 followers changed their handle post‑show; Killer Whales Live will spotlight readiness and credibility.

Market Color and Narrative

  • Macro tone: Panel noted a bounce after a few down days.
  • Yield conversation: Reiterated the distinction between organic, fee‑based native yield vs. inflationary staking rewards. Early native yield at ~66% APY (highly variable) underscores the model’s potential if service usage scales.
  • Monad discourse: The panel revisited last week’s chatter around Arthur Hayes’s “$10” take vs. later “could go to zero” posts. Sander called this typical KOL behavior and remarked on heavy promotion budgets in the sector; he cautioned about market‑cap math if price targets were realized. General takeaway: extreme predictions often function as engagement bait.

Hello Club Prediction Markets – Current and New Picks

  • Live markets: Examples included “Bitcoin to 100k before year‑end,” a World Cup 2026‑related market, a Hello price market, and a “Will’s team reach 5K before 2026” prompt. Community tends to vote “No,” so liquidity is being seeded on the “Yes” side to create two‑sided markets.
  • Last week recap:
    • Nathan: ETH < 3,018 near deadline—price hovered ~$3,022, so still in play at time of discussion.
    • Bunny: Monad to $0.05—topped at ~$0.049 (a near‑miss).
    • Shotgun: A valuation call (audio garbled) peaked near ~$12M, later back to ~$5–6M.
    • Only one bettor sided “Yes” against the panel; most voted “No.”
  • This week’s official panel predictions (to be posted in Hello Club after the space):
    • Sander (macro geopolitical): Ukraine–Russia war ends by Christmas (the panel later decided to treat this as a separate, longer‑dated prediction aligned with the holiday timeframe).
    • Bunny (token price): MONAD to touch $0.04 (a “wick” qualifies; no hold required).
    • Shotgun (NFT market): FOG free‑mint (5,555 supply) to reach >0.20 ETH floor within a week; he even pledged to cosplay a 1/1 character if he mints one.
    • Nathan (ETH): ETH to be above its current level next week (short‑term, aligning with weekly resolution). Later, Sander added a numeric BTC target “101,101” as a fun, hyper‑specific call.
  • Ops note: Team will seed “Yes” side allocation from a team wallet so the community, which often prefers “No,” can take the other side. Nathan may set up a second wallet to support balanced seeding across both outcomes in future markets.

Practical Next Steps and Calls to Action

  • Stake and earn: Join Hello Club at club.hello.one (shown on stream as “club dot hello dot 1”), stake HELLO, and complete quests to boost your reward allocation. December’s distribution is imminent; the interface displays the next cycle date (Jan 2).
  • Do the quests: Especially the “Super Booster” (sharing the Club update) and incubator partner quests (e.g., following Warp on X). Warp quests can also qualify you for Warp airdrops.
  • Watch and participate: Killer Whales Live Episode 2 airs next week. Follow Killer Whales, Hello Labs, Sander, Bunny, and Shotgun for schedules and links. Founders seeking exposure or capital should consider applying to pitch.
  • Prediction markets: The new panel predictions will be posted ~30 minutes after the space; check Hello Club to vote.

Key Takeaways

  • Hello Labs’ model is working as designed: fees from real usage fund non‑inflationary, monthly rewards to stakers. Early implied APY is strong but inherently variable—driven by ecosystem activity and staking levels.
  • The incubator flywheel is spinning: Warp is scaling partnerships and infra; Solido is shipping DeFi and NFT primitives on Supra; Supra is pushing high‑throughput EVM compatibility and public technical benchmarks.
  • Media x dealflow is a core Hello strategy: Killer Whales Live compresses founder access to whales, community validation, and content distribution into a weekly, high‑signal format with expanding star power.
  • Community engagement pays: Doing Club quests, participating in predictions, and supporting incubator partners increases a member’s upside in the rewards system while reinforcing the ecosystem’s growth.