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Overheard on CT - Kaito Overheard on CT - Kaito @overheardonct · 9.57K subscribers
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😊 Market Events

- Marc Zeller argues for transferring Aave’s IP and brand assets to the DAO, emphasizing that independent service providers, rather than the private entity Avara, are now the primary drivers of the protocol's growth and operation. Marc ”七十 Billy” Zeller

- Rocket has raised $1.5M led by Electric Capital to launch an on-chain redistribution market platform featuring continuous payouts, zero liquidation, and uncapped upside. Rocket

🔥 Top Mindshare Gainers

[STBL] +56bps - STBL is gaining significant mindshare following a major brand refresh and its transition toward 'Stablecoin 2.0' infrastructure, emphasizing institutional reliability, RWA integration, and regulatory compliance. Discussions are heavily focused on the upcoming protocol snapshot projected for December 28th, alongside an active social engagement campaign that has propelled it up the Kaito leaderboards. Users are highlighting the protocol's unique architecture, specifically its Ecosystem Specific Stablecoins (ESS), Money as a Service (MaaS) framework, and a three-token system ($USST, $YLD, and $STBL) that separates principal assets from yield via NFTs, while also promoting the high rewards of Multi-Factor Staking. ref0 ref1 ref2 ref3 ref4 ref5 ref6

[ZAMA] +47bps - Discussions today centered on the unveiling of massive utility for Zama OG NFT holders, who are granted the exclusive right to purchase $ZAMA tokens at a $55 million FDV—significantly lower than the project’s reported $1 billion valuation—with no vesting period. This announcement has generated substantial excitement as community members calculate potential profits of up to 18x, while further buzz stems from Zama’s involvement in the x402z A2A Payment Alliance and its nomination for "Best In Privacy" awards. ref0 ref1 ref2 ref3 ref4

[LIGHTER] +22bps - Discussions for Lighter ($LIT) are dominated by intense anticipation for its upcoming Token Generation Event (TGE) and airdrop, widely expected on December 29th. The protocol has gained significant traction following pre-market listings on major exchanges like Binance and MEXC, where its implied FDV is currently positioned between $3B and $5B. While much of the community is focused on valuation comparisons to Hyperliquid and its zero-fee trading model, a notable segment of the discussion highlights confusion surrounding Binance’s pre-market listing, which some users claim mistakenly displays metadata for an older project, Litentry. ref0 ref1 ref2 ref3 ref4

[AAVE] +18bps - Aave is currently embroiled in a significant governance conflict characterized as a "civil war" between Aave Labs and the Aave DAO over the ownership of protocol IP, brand assets, and frontend revenue. The dispute was triggered by Aave Labs redirecting swap fees to its own wallet without DAO consent, sparking a debate on whether the DAO—which maintains the protocol's core "engine" through independent service providers—should also own its "storefront" (interface and brand). This internal friction, alongside disagreements over the strategic transition from V3 to V4, has led to a sharp decline in the AAVE token price and heightened concerns regarding the alignment between private equity and token holders. ref0 ref1 ref2 ref3 ref4

[OPENMIND] +15bps - OpenMind (OPENMIND) is generating significant buzz following the announcement of its OM1 system upgrade, which introduces privacy-focused features like identity management and fall detection for home robotics. Investors and tech enthusiasts are highlighting the project's strategic integration with NEAR Protocol's AI Cloud and the launch of its NVIDIA Jetson Thor-powered 'BrainPacks,' positioning the platform as a frontrunner in the 'Physical AI' and decentralized robotics narrative. ref0 ref1 ref2 ref3 ref4
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