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$U

4 pieces · Jul 2025 to Jul 2025

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Market structure3 ZK2 Bitcoin1 AI1

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Coverage per year

42025

Price and coverage

Union $U

Calls: 2 bullish
Since first call, bullish: −99.3%
Since latest call, bullish: −99.3%
Now: $0.0000783

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $U

Data24 Jul 2025Union yapper reward per 0.1% mindshare at $250M to $1B FDVBenchmarks Union against interop peers (FDVs of $250M to $2B) and computes reward per 0.1% mindshare across scenarios. Season 0 pool is 0.45% of supply and Season 1 is 0.20%.Market take20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Thesis23 Jul 2025Union bull case additions: Babylon-secured BTCfi and 275M testnet transfersAdds to the Union bull case: Auro BTC LST generating network revenue, integration of Babylon's Bitcoin staking as a Bitcoin Secured Network, chain-abstracted liquid staking with Escher and over 275M testnet transfers.

Timeline · every piece, newest first

2025 4

25 Jul 2025Union yapper rewards vs expected TGE airdrop sizeArgues Union's 1% Kaito and 0.75% yapper allocation is decent but the real TGE airdrop will be much larger, citing the typical 5-15% of supply dropped at TGE. Expects contributors, testers and partner communities to be rewarded too.Market takeMarket structure

24 Jul 2025Union yapper reward per 0.1% mindshare at $250M to $1B FDVBenchmarks Union against interop peers (FDVs of $250M to $2B) and computes reward per 0.1% mindshare across scenarios. Season 0 pool is 0.45% of supply and Season 1 is 0.20%.DataZKMarket structure

23 Jul 2025Union bull case additions: Babylon-secured BTCfi and 275M testnet transfersAdds to the Union bull case: Auro BTC LST generating network revenue, integration of Babylon's Bitcoin staking as a Bitcoin Secured Network, chain-abstracted liquid staking with Escher and over 275M testnet transfers.ThesisZKBitcoin

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI

Often covered with

Union36 Kaito46 LayerZero35 Wormhole24 Axelar32 Babylon21 Espresso Systems6 Theoriq18

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