FJ

Morning fam ☕️ I went to renew my Kaito verification. I ended up noticing what was powering it. Today I was using Kaito Pulse to reverify my X analytics for another month. The check finished, and a small line at the bottom of the Chrome extension caught my eye: “Powered by Primus.” I have been reading about @primus_labs for a while. This time, I was using it without even looking for it. So what does it do here? Primus provides the zkTLS verification layer. It helps turn account activity into proof that Kaito can check, without asking you to hand over your login details. Kaito has confirmed this too: ▫️Kaito receives proof of the claim, rather than a general copy of your account data. The Primus team also says the proofs are generated locally inside the browser. That's what made this stand out to me. Not another explanation of what the tech could do. A feature I was already using, with Primus behind the verification. Have you noticed that line in Kaito Pulse, or is this your first time hearing what powers the check? s.kaito.ai/nDg0pVD

I knocked three times on a spooky door. Something with cat eyes and a furry paw dropped sweets into my bag, and now my wallet is in the draw for a bag of tokens 🎃 Trick or treat with @zerion: zerion.io/halloween?utm_sour…

Tested a withdrawal from @joinbread on @0xMiden to Arc. Here's what happens: USDCx is burned on Miden. Once that burn is verified, the corresponding USDC is released through Circle's xReserve for the withdrawal. Why burn it? To prevent the same value from being spent on both networks. You are exchanging USDCx for its USDC backing and not sending the same token across chains.

Yesterday Inter came through on @lmts_football. They beat Venezia 2-0 away, late own goals but the result landed. Milan went the other way. Bologna beat them 4-2 at San Siro. I had already said that one sat outside the usual range and was the riskier stretch. The form had not been great and the price was lower, so it was never the strict call. Nothing fits today. No single and no pack that lines up with how I have been doing this. The board is quiet if you stay inside the rules. Discipline is the whole point. Once you start ignoring the range just because a name looks big or the day feels empty, the numbers stop working. Better to sit than force something that does not match. Quick recap of how I pick. For singles I only open a position when the side is a clear favorite, usually sitting between 65 and 80 percent. Anything above 85 gets skipped because of tiny profit. Packs are separate. To earn extra money, you have to set a lower price, which increases the risk, however we should have a reason for lowering the price other than just to increase profit. Five dollars only when the sides actually make sense together. Today neither of those shows up. Not financial advice. DYOR. limitless.exchange/invite/21…

Gm and happy Thursday ☀️ We have covered using ONyc on Kamino and Loopscale for @onrefinance points. But what if you don't want to manage those positions yourself? That is Elemental's ONYC X1 vault that you should check out. You deposit into the vault, and Elemental manages the strategy. It borrows against ONyc to buy more ONyc, then adjusts the positions over time. This is called looping. It can increase returns, but it also adds debt and risk. My Elemental screenshot from October 29 shows: → 16.02% APR: 11.02% base + 5% Elemental. → 6x OnRe Points in the strategy details. One thing to check: another section shows +4x so confirm the points rate with Elemental before depositing. The Next Epoch timer matters too. Elemental works in 5-day periods. New deposits start earning from the next available period. The rate stays fixed during each period but can change for the next one. And 16.02% is an annual rate and not what you earn in five days. Withdrawals are not instant. They follow the epoch schedule and can take roughly 5–10 days, depending on when you request them. So the idea is simple: Elemental manages the positions for you. But ONyc losses, borrowing costs, liquidation, and vault risks still exist. Less work does not mean less risk by default. Understand the strategy before chasing the points. DYOR.

A hold alone might not be enough to keep stocks happy. If the Fed leaves another hike on the table, things could turn pretty quickly. What's your read guys? relief rally or a rough session?

Have you checked the X tasks in @primus_labs? There are two separate checks: ▫️One for your followers. ▫️One for your account username. They look like simple tasks, but I wanted to understand what happens behind the verify button. The process starts in your browser, using your X session. But it isn't just a local check, and it isn't based on a screenshot. The Primus client works with an Attestor through zkTLS to verify data from the website's encrypted connection. That's the important difference. Typing a username is a claim. Reading a number from a screenshot still requires trust. Primus uses a verification process tied to the website's data. A small task on the screen. A much bigger idea behind it. s.kaito.ai/nDg0pVD

Spent some time testing @joinbread on @0xMiden, and honestly, it feels really smooth. Most things are quick and easy. Swaps take a little while to fill, but that hasn't bothered me much while we are still in beta. Connecting my wallet was a bit frustrating yesterday. After today's update, it worked much better. Sending and receiving both felt great, and the games were fun too. One thing I'm still confused about: I have already sent funds, but my First Send badge is still locked. Does it need to be a transfer directly to another Miden address to count, rather than a bridge out? Or am I missing something?

For years, onchain privacy meant giving up composability, hiding in a silo where other smart contracts couldn't interact with your assets. What changes when you no longer have to make that sacrifice? 🔸️ MEV-resistant DeFi: Contracts execute trades, liquidations, and yield strategies on encrypted data without leaking critical numbers to bots. 🔸️ Enterprise and Payroll: Real world businesses can pay teams, issue invoices, and manage tokenized RWAs onchain without exposing balances to the entire world . 🔸️ Zero liquidity fragmentation: Assets stay in their native pools, fully plug and play with the broader EVM ecosystem . With @fhenix, privacy stops being an isolated wall and becomes an integrated, composable primitive.

I just minted my @KorProtocol ID. One identity across the entire KOR ecosystem. id.korprotocol.io/p/fjnikoo

You can earn @onrefinance points on Orca without taking a loan. But what are you actually doing? You put tokens into a shared trading pool. For example, the supported ONyc/USDC pool helps users swap between ONyc and USDC. Think of it as supplying the tokens a trading service needs. When people trade through your pool position, you can earn a share of the trading fees. This is called providing liquidity, or LP. OnRe currently lists 2x points for its supported ONyc/USDC and ONyc/JitoSOL pools on Orca. Only the ONyc part earns The catch? Your mix of tokens changes as people trade and prices move. You could end up with less value than if you had simply held the tokens. Fees and points do not guarantee a profit. Start with the exact pool linked in OnRe's official docs. Orca and Loopscale have joined under Formation, but both apps continue to work. OnRe still lists the ONyc/USDC and ONyc/JitoSOL pools on Orca as eligible for OnRe Points. Only the ONyc side earns those points.

My Bread just came out of the oven, still hot 🍞 Thanks @0xMiden and @joinbread Time to dig in 💪🏼