top themes from today's kaito yapper leaderboard: • dillema on berachain - token inflation, heavy private bags, brutal price action since launch • past cycle bearish charts (harmony/ aurora/ canto) • aave vs. kmno tvl discussion • negative sentiment surrounding ct; founders not backing their own tokens, disbelief in the cycle, and growing fatigue among early crypto believers • l2 debate heats up re. centralised sequencer profits • base under scrutiny; off-chain custody criticism raise concerns about its decentralization narrative (full leaderboard: 20 people to summarise today's CT: @sgoldfed - arb dao holds >20k eth in profit, hasn’t sold; seen as eth-aligned leader in l2 space @Route2FI - no one believes in this cycle; founders not backing their own tokens; calls for more buybacks like hyperliquid @VitalikButerin - joins the yaps arena @0xThoor - past cycle chains are dead; harmony, aurora, moonriver, canto, evmos all down >95%; polygon TVL also -92% @mrjasonchoi - early crypto believers wanted to change the world; now many are just content changing their own lives; some still dream but the fatigue is real @ericonomic - deep dive on berachain’s issues: high inflation, heavy private investor allocations, last-minute changes, and cofounder selling; still bullish on PoL & ecosystem if liquidity flywheel kicks in @waleswoosh - reflects on 4 years in crypto: max pain is often the best entry, the music always stops but bubbles pop brutally, bull/bear ptsd is real @smyyguy - struggling to bridge usdc to base; still needs eth on arbitrum first; calls out ux issues in 2025 @dcfgod - hyperliquid vs berachain: hyperliquid had $80m in fees to buy back, bera didn’t; bera’s bet is future pmf; argues bera is underfarmed, best yields rn for those who do the work @veH0rny - bera down ~25% daily since launch; price action brutal @Punk9277 - surreal moment seeing respected figures as kaito yaps users @aeyakovenko - kamino has 1/8th the tvl of aave but earns 1/2 the revenue; debate on kmno and aave @0xbreadguy - kaito dashboard live for megaeth; has 8 fcfs accounts that hit megaeth wl criteria, will delegate since they’re on the team @functi0nZer0 - viral meme on “the white man’s kendrick vs. drake” @DefiIgnas - kyberswap delisting polygon’s zkEVM; lack of adoption for polygon zkevm @fabdarice - pushes back on qiao’s claims that eth l2s lack users; cites $42b tvl, 8.3m active addresses, and 400% tx growth; argues solana is mostly for memecoin traders @0xWenMoon - viral shitpost on ye joining ethereum foundation as creative director @CryptoKaleo - found a “ridiculously bullish” chart; accepting guesses in replies @blknoiz06 - stark -90%, tia -88%, altlayer -94%; memecoins held up better; donalt fumbled the cycle, eth bias + bad btc trades @mdudas - calls out base for using offchain custody while pushing onchain economy narrative; questions security model