🌊 YAPline special w/ @xeetdotai

ripchillpill avatar
Chill Pill đź”® (Bald)
@ripchillpillOct 14, 2025

The Spaces opened with market fallout from Friday’s liquidation wave, suspected insider shorting ahead of macro headlines, and a safety-first stance (stables over leverage). R2 mapped a packed InfoFi week: Monad claim phase (scam risk), Portal to Bitcoin mainnet and pending rewards, Turtle TGE uncertainty, Caldera unlock timing, Peak snapshots and Season 2 close, plus multiple snapshots (Zion, Covalent, Code Network). The core segment featured Pons (ZEIT) detailing its scoring: Signal + Noise = Points, with Signal weighting influencer credibility (“nodes”), on-chain/social actions, and campaign outcomes; replies don’t score, threads are being fixed, and “infofi farmers” get penalized. ZEIT has 10–12 new tournaments queued, daily/weekly capped Zetes, creator cards “very soon,” and a future Z token confirmed (utility to be disclosed with legal caution). Pons stressed ROI for clients as vital to sustain rewards, rigorous vetting (within jurisdiction limits), and better comms without Discord/Telegram. Guidance to creators: build long-term influence, mix content beyond campaigns, avoid reply farming, use memes judiciously, and connect wallets for on-chain scoring. The Space closed with creator strategy, comms expectations, and Pons offering a clips giveaway.

YAPLINE Twitter Spaces Recap: Markets, InfoFi Weekly Outlook, and a Deep Dive on Zeit (aka “Z”) with Pons

Context and Participants

  • Host: Commonly referred to as “Chill”/“Chiltel” (Speaker 1). Leads YAPLINE, moderates discussion.
  • Deeps (aka “Dibs”): Analyst at Bubble Maps (Speaker 2). Returned from holiday; provided market and on-chain insights.
  • R2: Community analyst and weekly “recap pins” curator (Speaker 3).
  • Pons: Founder/lead at Zeit (“Z”) platform (Speaker 6). Joined for an extended Q&A on Zeit’s scoring, campaigns, and roadmap.
  • Monica (Speaker 5), Johnny (Speaker 8), Kickoff (Speaker 10), Weston (Speaker 7), DeepValue/Gabbro (Speaker 11): Creators who asked targeted questions.
  • Zeit team members mentioned: Tolly (product/UX vision, “make InfoFi fun”), Scotty (engineering; threads/replies handling), Emilios (comms/process; “network-centric” framing).

Market Recap and Sentiment

Friday Crash: Causes, Mechanics, and Observations

  • Deeps observed “freshly funded” wallets shorting BTC and ETH immediately before the tariff-related announcement; profits consolidated into a single wallet (~$450M). Takeaway: recurring unfair insider behavior necessitates defensive positioning (e.g., stablecoin bias).
  • Host and R2 referenced the “World Liberty Finance” chart behavior (pre-dump prior to major announcements) as a potential early indicator of insider moves.
  • Pons contextualized liquidations: headline figures may be amplified by leverage accounting (e.g., $1,000 at 10x reads as $10,000). BTC drawdown was mild by historical standards, but select altcoins saw extreme intraday declines (90–95%).
  • General guidance from the host: exercise caution, don’t risk more than you can afford to lose, and avoid knee-jerk reactions to macro headlines.

Week Ahead: InfoFi Campaigns, TGEs, Snapshots

Major Events and Warnings

  • Monad: Highly anticipated airdrop-related event (claim/checker expected). Key warning: don’t click unverified links; expect scam waves around airdrops.
  • Portal to Bitcoin: Mainnet launch timing aligned with expectations; community awaiting distribution updates for pending rewards.
  • Turtle: TGE anticipated this week; any further delays may be perceived as bearish.
  • Caldera: Unlock timing appears to be the 15th (wallet view confirmation), though some chatter suggests the 18th; creators should verify in-wallet.

R2’s Snapshot/Distribution Radar

  • Kaito network rewards: Announced based on Sept 25 snapshot, top 50 creators. Historically meaningful payouts.
  • Warden Protocol and Billions Network: Reviews completed; both expected to TGE this quarter (Warden possibly end of month; Billions potentially next month).
  • Novastra: Strategy news in two days; TGE communicated for the 15th.
  • Zion: Monthly snapshot with distribution pending.
  • Code Network: Snapshot (not hyped, potentially favorable for smaller accounts).
  • Covalent: Wallchain snapshot; recurring distributions seen over past two months.
  • UX Link: Campaign ends on the 18th; team working post-incident, price partially recovered.
  • Peak: Monthly snapshot on the 18th; “Get Real” Season 2 ends now, with significant on-chain/social activity growth but notable UX/XP tracking frustrations.

Creator Strategy Notes (Host & R2)

  • Stablecoin-centric campaigns (e.g., Turtle, Solstice) mitigate market volatility risk, enabling creators to post about protocols while earning campaign rewards.
  • Funds rotate quickly (e.g., from Turtle to Solstice) when multi-campaign opportunities arise; projects should anticipate liquidity shifts and design accordingly.
  • Creators should balance monetization posts with organic audience-building content; a heavy InfoFi-only feed diminishes long-term influence.

Zeit (“Z”) Platform Deep-Dive with Pons

What Zeit Is Optimizing For

  • Not just “InfoFi”: Zeit frames itself as an influencer marketing platform focused on durable creator influence and client ROI, piloted in crypto.
  • Two customers: creators and brands/projects. Zeit aims to balance fair creator reward with brand outcomes (awareness, on-chain actions, ROI).

Scoring Model: Signal vs Noise

  • Zeit splits scoring into Signal and Noise; combined = Points; Points accrue into weekly/daily “Zetes” (Z’s point currency).
  • Signal (influence-centric): weighs who posts, social graph quality (Zeit’s internal “nodes”), and on-chain credibility/behavior (wallet connect and activity APIs), plus how content propagates.
  • Noise (activity-centric): impressions and engagement—but weighted differently than Signal and less decisive on its own.
  • Zeit intentionally does not disclose its “nodes” publicly. While analogous to “smart followers”/inner circle metrics (Kaito and others), Zeit’s methodology and node set are distinct.

Replies, Threads, and Content Types

  • Replies: not counted for campaign Points/Zetes. Rationale—replies are easy to spam (e.g., Loudio-era reply spam), and rarely drive real outcomes. However, genuine replies can build overall creator influence indirectly.
  • Threads: currently miscounted due to reply handling; engineering fix in progress.
  • Memes: scored, but contextual understanding (sarcasm, visual-only) is non-trivial; still training models. 3D/blender content scoring is TBD.
  • Languages: Primarily English today. Spanish and other languages showed skewed scoring (sometimes unfairly advantaged); Zeit is actively calibrating for fair multi-language support.

Anti-Farming Policy and “Slashing”

  • Zeit penalizes (“slashes”) accounts whose timelines are overwhelmingly InfoFi-farming across platforms/projects, regardless of whether they’re Zeit campaigns. Indicators include:
    • Frequency and homogeneity of InfoFi posts.
    • Engagement patterns (high engagement only on farming posts; little organic engagement elsewhere).
    • Lack of diversified, non-InfoFi content.
  • Posting about non-Zeit campaigns is not penalized per se; the issue is InfoFi-only behavior and low overall influence quality.

Campaign Pipeline and On‑Chain Tracking

  • Pipeline: 10–12 new campaigns incoming; many not “Abstract-native.” Mix of teams reaching out after seeing Zeit on the timeline and direct BD relationships.
  • On-chain: Wallet connect is in place; Zeit is integrating on-chain actions into campaign scoring and creator influence.
  • Daily/Weekly Zetes: Finite pool of Zetes distributed; creators earn shares based on Signal/Noise performance across the platform and active tournaments.

Cards and Token

  • Creator cards: “Very soon.” Pons committed to cards launching this year (“If we don’t have cards this year, I’m quitting”). Mechanics, eligibility (e.g., top 100), and benefits will be revealed at launch.
  • Z Token: Confirmed for the future. Utility details intentionally withheld for:
    • Legal/compliance (Zeit is US-based and deliberately cautious).
    • Competitive reasons (well-funded competitors have copied announced features).

Client Vetting, Contracts, and ROI Expectations

  • Vetting: Essential. Zeit conducts due diligence on advisers, teams, and their credibility; aims to minimize bad-faith behavior.
  • Contracts: Enforcement is challenging for offshore entities (e.g., Cayman structures). Pre-vetting and reputation checks are the most practical safeguards.
  • Brand ROI: Zeit stresses that sustainable total value distributed (TVD) depends on brands seeing return; heavy token reward distributions often face immediate sell pressure. Transparent terms and realistic expectations are critical.

Communication and Community Channels

  • Zeit prefers to keep communications on the timeline/site rather than opening Discord/Telegram (to avoid “when?” noise and coordination overhead). The team is building better on-site comms and automation for clarity.
  • Recognizes industry-wide comms gaps (terms changes, claim UX, distribution timing). Zeit aims to lead with clearer rules and faster updates; still, “most people don’t read”—so redundancy and clarity are priorities.

Scaling Beyond Crypto

  • Crypto is Zeit’s sandbox to perfect product-market fit under the harshest conditions (mercenary behavior, rapid cycles). Successful creator/brand incentives here can extend to mainstream influencer marketing in other verticals.
  • Pons credited Kaito for proving influence can be partially democratized; expects multiple platforms to grow as influencer marketing expands beyond NFTs and CT.

Creator Strategy and Best Practices (Synthesized)

  • Play the long game: Don’t pigeonhole into InfoFi-only. Build a brand and audience that act on your posts.
  • Content mix: Balance campaign posts with organic content; consider niches (e.g., early education on a major ecosystem) but diversify over time.
  • Influence > volume: One-line posts can be impactful if they drive outcomes; five-paragraph essays with no reach achieve little.
  • Ratio awareness: Keep InfoFi posts a minority of your daily output (host example ~25% of 25 posts/day, variable).
  • Be early: Talking about a promising project before it has a leaderboard can position you atop future tournaments.
  • Security hygiene: Leading into major airdrops/TGEs, always verify links; expect targeted phishing and fake claim/checker sites.
  • Platform hygiene: Connect to multiple platforms that don’t require risky Twitter permissions; opportunity cost is near zero. Focus on Twitter analytics as your “studio,” and let platforms be amplifiers, not your core.

Additional Highlights and Notable Mentions

  • Define app campaign: Host flagged “well-done marketing” but urged caution; read everything, don’t jump blindly, high-dollar campaigns often disappoint.
  • Peak Season 2: Huge engagement and on-chain activity; UX/XP delays were frustrating. Expect UX improvements for Season 3; noted token did well over 6–8 weeks.
  • Kaito Earn page cleanup: R2 shared feedback; team updated outdated info and is reaching out to projects for pending distributions (e.g., Mitochi, Portal to Bitcoin).
  • Stablecoin posture: Host and Deeps emphasized downside protection around volatile events; stablecoin-based campaigns are attractive for risk management.

Actionable Takeaways

  • For creators:
    • Post authentically, not just to farm. Replies build relationships but won’t earn Zetes; prioritize original posts and quote tweets.
    • Keep a diversified content slate; minimize InfoFi-only posting to avoid slashing.
    • Watch for Zeit’s threads fix and multi-language support update.
    • Prepare wallets for on-chain tracking; align posts with actions.
    • Stay early on high-conviction projects; build audience through education.
  • For projects/brands:
    • ROI matters. Design campaigns with measurable on-chain actions and credible, communicable terms.
    • Coordinate comms tightly with platforms; anticipate creator liquidity rotations after TGEs.
    • Expect skepticism from the community; maintain predictable distributions and clear T&Cs.
  • For everyone:
    • Verify airdrop links (Monad) and TGE claims; scams will surge around key dates.
    • Monitor R2’s recap pins for consolidated weekly InfoFi updates.

Closing Notes

  • Zeit will announce more campaigns (10–12 in pipeline), improved thread handling, multi-language scoring, and creator cards “very soon” (targeting this year).
  • Z Token is confirmed for the future; utility to be announced with compliance considerations.
  • Pons offered a giveaway for the best clips from the space (excluding the token confirmation clip); watch the timeline for details.
  • Next YAPLINE sessions: Wednesday, and Friday with Jack from Limitless on creation markets.