🌊 YAPline: the good the bad and the ugly (InfoFi edition)

ripchillpill avatar
Chill Pill 🔮 (Bald)
@ripchillpillNov 13, 2025

The Spaces reviewed a fast-moving week in InfoFi: R2 delivered a consolidated cross‑platform update (Kaito, Cookie, Z/Zet, Wall Chain, Arbitrum), while Chill and Deeps debated scams, legal recourse, launchpads, NFTs, and creator strategy. Deeps emphasized that scam activity never stops and that public pressure often works better than lawsuits across scattered jurisdictions. R2 highlighted Arbitrum’s month-one rewards and spotlighting of smaller creators, Cookie’s $16M distributed rewards and its new Launchpad (first deal: Void), Z’s on‑chain activity multipliers, and Kaito Capital’s presale with a novel refund mechanism. A focal point was Wall Chain’s Quackheads NFT mint: sold out, trading near 2x mint, with utility framed as priority access across future product lines rather than explicit guarantees. The hosts reaffirmed Yappline’s independence despite Chill’s Wall Chain role, reacting to Zet’s search for its own Spaces host. The second hour pivoted to creator economics: quality versus “AI slop,” building audience and on‑chain reputation across platforms, KYC/geofence frictions on launchpads, Base’s Monad first offering, and DePIN—Peak’s “robofarm” NFT backed by off‑chain revenues. The session closed with risk guidance: don’t use rent money, read T&Cs, manage lockups, and lean into platforms that reward authentic, niche expertise.

Yappline Spaces Recap — InfoFi market pulse, Quackheads mint, platform updates, launchpads, and creator playbooks

Who spoke and in what capacity

  • Chill (host, also known as Chill Pill): Moderated the discussion; disclosed an advisory role with Wallchain but emphasized the space’s independence and neutrality.
  • R2: Curated the multi‑platform InfoFi update thread; offered legal/process viewpoints; frequent platform liaison.
  • Deeps (a.k.a. Dives/Deeps): Provided security/scam activity perspective (Bubble Maps vantage), campaign quality insights, and creator economics.
  • Guest contributors: Auto Sun, Trunik (True), Dexter, Hunter, Kekov, Milad, Honey Bits, Johnny, Dead Signal, Western, Coperto, Venomize, Insomniac (prompted legal Q&A). Several project and platform names were discussed (Wallchain, Kaito, Cookie, Zet/Z AI, Arbitrum, Alora, etc.).

Opening context: crime cycle and creator economics

  • Persistent scam activity: Deeps stressed that “it’s always scam season.” Bubble Maps reportedly shares only a small fraction (~5–6%) of scams they see; they monitor hundreds of addresses (e.g., those linked to the widely discussed Hayden Davis case). Public only sees a sliver of the deception pipeline; transparency on-chain doesn’t eliminate abuse.
  • Takeaway: Maintain skepticism, use tooling, and expect scam waves to be continuous rather than cyclical spikes.

Space independence and neutrality

  • Chill and R2 reiterated Yappline is not sponsored by any single InfoFi platform (despite Chill’s Wallchain role). The space regularly hosts and critiques multiple platforms (Wallchain, Kaito, Cookie, Zet, others) and has only run two labeled sponsored segments in six months (OpenLedger; Wolves & Alex).
  • Zet host search kerfuffle: A post by Pons (from Zet) seeking dedicated InfoFi hosts triggered debate. Deeps clarified miscommunications: Pons initially thought Yappline was a single‑host show; Yappline invited Zet to join openly. Consensus: a platform‑sponsored space differs materially from an independent forum with multi‑platform scrutiny.

R2’s cross‑platform InfoFi update (key highlights)

  • Unusually busy month: ~30 campaigns across major InfoFi venues end this month; volume of concurrent deadlines is a first for the sector.
  • Wallchain — Quackheads NFT:
    • Mint sold out; secondary floor around 4.7–4.8 SOL soon after; reportedly among top Solana mints this year by size.
    • Utility framing (per Chill): NFT holders get priority across new product lines, milestones, and community reward events. No explicit guarantees; it’s about ecosystem alignment.
    • Team signal: Yuri (Wallchain) hinted at holder updates by week’s end.
    • Sentiment split: R2 is personally cautious on expensive NFTs after 2021–22 losses; would trim if price overextends. Deeps minted for culture/community, not profit. Chill’s stance: believers win long‑run if the project keeps building real utility; flipping is increasingly hard.
  • Kaito Launchpad (Capital):
    • Presale “chest” going live; first use of a refund safety net—if the token trades below presale price, contributors can claim a refund. R2 hopes this becomes a standard for trust.
  • Cookie (Cookie3):
    • Platform reported $16M in rewards distributed via campaign mechanisms (e.g., Snapshots). R2 is pushing for more frequent campaign detail updates.
    • Breaking: Cookie Launchpad announced; first deal: VOID. Model resembles other InfoFi launchpads—benefits for Cookie asset holders plus public access (not guaranteed). Signals continued convergence of InfoFi and primary distribution.
  • Arbitrum campaign:
    • Month one rewards distributed; team spotlighted smaller creators—positive “good apple” example.
  • Zet (Z AI) and on‑chain multipliers:
    • New/ongoing tournaments (e.g., a flash tournament ending Nov 24). Many campaigns require a mix of social tasks plus on‑chain actions; multipliers now common across platforms (maximize both tracks).
  • Alora Network:
    • Phase 1 of TGE distribution executed via Kaito airdrops. Phases 2–3 slated in a tight 24h window; sparse posting on X, but internal updates visible.
  • Pending/lagging rewards (examples discussed):
    • DeFi “app history” rewards still pending (expected shortly per R2’s read).
    • BaldeX: month 1 snapshot end‑last‑month, but ~12 days with no distribution comms.
    • “Mitoshis S2”: Kaito told R2 it’s top priority and coordinated with the project team.
  • Wallchain/Zet campaign density:
    • Wallchain: six distinct campaigns or milestones finishing this month; Zet with a similarly dense slate.

Launchpads, dilution risk, and investing terms

  • Proliferation: Base launched a new pad (first sale reportedly Monad), Cookie joined, Kaito continues, others in motion. Expect many more sales.
  • Refund innovation: Kaito’s refund mechanism is a notable investor‑protection step.
  • Reality check (Deeps; Coperto): Not every deal “cooks.” We’re past the “first mover” honeymoon; read terms, assess each project, and watch for 2021–22‑style dilution patterns (e.g., Polkastarter/DAO Maker era). Don’t ignore lockups and capital opportunity cost—long locks can make you miss other opportunities.
  • Geoblocking: Jurisdictions vary by launchpad; examples discussed included EU exclusion on one sale (Monad) and US/UK exclusion on another (Cookie). Always check eligibility/KYC.
  • Strategy: Build on‑chain allocation reputation across pads without being exclusive. Social capital (timeline presence) plus on‑chain participation history both matter.

Legal recourse against misleading campaigns (R2’s lawyer consult)

  • Individuals have limited recourse: Many projects operate via offshore entities; cross‑border enforcement is slow, expensive, and impractical unless large sums and coordinated class actions are at stake.
  • Most effective tool now: reputational pressure. Public “shame lists,” investigative visuals (e.g., Bubble Maps), and sustained timeline scrutiny can move teams faster than legal threats.
  • Regulatory fragmentation across US/EU/UK/Middle East/Asia ensures uneven standards; expect continued gray zones and some impunity.

Content quality, “info slop,” and creator growth

  • Algorithms measure signal, not intrinsic quality: InfoFi platforms largely score engagement/account health (e.g., X‑score, follower graph, interaction velocity), not subjective quality. That’s why low‑effort content can rank if the account is strong.
  • How to stand out:
    • Depth over slop: Long‑form only works if research‑driven and well‑packaged. Audiences detect AI‑generated “slop” quickly.
    • Borrow founder voice: Follow founders and team thought leadership; reframe their vision/context rather than recycling project stats.
    • Niche consistency: Commit to a vertical (e.g., Arbitrum, DePIN, AI/robotics). Being featured by major accounts (e.g., Arbitrum’s 1M follower handle) can outweigh short‑term rewards.
    • Fit matters: Creators perform better on projects they genuinely enjoy; forcing content breeds burnout (e.g., Western leaving a campaign that felt empty while thriving on Arbitrum).
  • Practical note: On many leaderboards, baseline account metrics (e.g., X‑score) gate top spots. Projects can offset this by highlighting smaller creators (Arbitrum’s example).

DePIN, robotics, and the machine economy

  • Peak “robo‑farm” NFT: R2 is enthusiastic about models where off‑chain businesses with real revenue stream funds on‑chain transparently (clear yield sources, explicit terms). Early, not for everyone, but compelling for adoption.
  • Sector context: DePIN’s current on‑chain volume share is small, but it has tangible revenue pathways. Kaito’s public leaderboards for AI/robotics are a useful discovery map for thought leaders.

NFTs, culture, and utility

  • Quackheads takeaways:
    • Culture vs. profit: Deeps minted “for the culture.” R2 remains disciplined after prior cycle scars; Chill emphasizes long‑term utility and ecosystem alignment over flipping.
    • PFP/Art process: Opening design to too many opinions can degrade outcomes; trust a good artist, but recognize community feedback loops. Memetics (even contentious names) can become a feature, not a bug.
  • Broader NFT utility: Some guests emphasized NFTs as proof‑of‑ownership rails for RWAs (e.g., property documentation), aligning with the RWA thesis.

Community Q&A: notable points

  • Auto Sun: Praised R2’s long‑form curation; wrestling with workflow/consistency for his own content cadence.
  • Dexter: Sponsored spaces limit critique; bullish on Quackheads’ potential, skeptical about using NFTs as campaign multipliers.
  • Hunter: NFT dgen background (minted 16 Apes); joins for due diligence on InfoFi trends.
  • Trunik (True): Called out Zet’s host search; flagged Legion launch drama; highlighted DePIN data and Peak Bot initiative.
  • Kekov: Commended Yappline’s neutrality; waiting for Quackheads utility announcements; PFP identity chat.
  • Milad: Cookie offers low‑competition campaigns for smaller accounts; “David Onchain” advisorship helps. Chill added: learn from founders’ posts to avoid “slop.”
  • Honey Bits: Asked whether quality matters—panel agreed platforms measure signal; build audience + niche expertise; quality helps growth but isn’t directly scored.
  • Johnny: Confident Quackheads will accrue value given Wallchain’s user base; bought more post‑mint.
  • Dead Signal: NFTs as ownership rails; RWA integration is a strong use case.
  • Western: Hit top of a 30‑day leaderboard; underscored the role of X‑score and fit/alignment with chosen campaigns.
  • Coperto: Warned of launchpad dilution echoing 2022. R2/Deeps added timing matters; some teams are re‑energizing campaigns with more rewards after quiet periods.
  • Venomize: For small accounts, use capital judiciously to build on‑chain launchpad reputation; beware of geoblocks and security (don’t get wallets compromised).

Risk management and creator economics

  • Don’t use rent money: Cycles turn, tokens dump, locks hurt opportunity cost. If you can’t stomach being temporarily “homeless,” don’t risk essential funds in crypto.
  • Money on the ground: Deeps’ refrain—there are more funded campaigns than quality creators. If you can deliver consistent, non‑sloppy content, opportunities abound.

Actionable takeaways

  • If you minted Quackheads: Monitor official updates (Yuri signaled near‑term comms). Expect priority access rather than explicit promises.
  • If you run campaigns: Shorten cycles or inject structured prompts; long, quiet campaigns breed content fatigue and “info slop.” Spotlight smaller creators monthly (Arbitrum playbook).
  • If you’re a creator:
    • Pick a niche, follow founders, and package insights—don’t chase volume with AI slop.
    • Complete both social tasks and on‑chain actions to capture multipliers across platforms.
    • Build cross‑launchpad on‑chain reputation; read T&Cs, model lockups vs. alternative opportunities.
    • Use independent spaces (like Yappline) to gather multi‑platform signal, not just one ecosystem’s narrative.
  • As a community: Apply early, sustained public pressure when campaigns mislead, delay, or pivot terms. It’s the most effective tool today.

Open items to watch

  • Wallchain: Additional holder utilities and ecosystem integrations for Quackheads; any PFP art reveals/AB tests.
  • Cookie Launchpad: VOID sale mechanics, holder privileges vs. public access outcomes; cadence of future deals.
  • Kaito Launchpad: First live test of the refund mechanism; how often it triggers and whether others copy it.
  • Zet tournaments: Efficacy of on‑chain multipliers and social tasks; host program clarity.
  • Reward backlogs: Follow‑through on DeFi history, BaldeX, and Mitoshis S2 distributions.
  • DePIN/Robotics: Peak’s “robo‑farm” performance and broader machine‑economy integrations.

Closing note

Yappline remains a neutral, multi‑platform forum. Despite individual affiliations, the panel encourages open debate, constructive pressure, and practical playbooks for creators and teams. The InfoFi meta may not be the “hottest” headline daily, but there is consistent opportunity for those who focus on quality, niche depth, and disciplined risk.