Mad Scientists - LAB Notes #4

LAB Notes #4

True MADNESS - Fractal futures

Happy Autumn/Spring, and happy October, MAD family! With the equinox now behind us, the changing seasons continue to bring us profound transformations in all aspects of being and experience. The markets are no exception. Volatility is back, with all of its highs and lows.

Shortly after the publication of the last LAB Notes, we did indeed see our first round of rate-cuts (in line with analyst/consensus expectations :sweat_smile:). The markets seem to be confidently expecting another 1-4 equivalent rate cuts (from the Federal Reserve) by the end of this year (or by Q1 2026). From the macro to the micro, and everywhere in between, the patterns are shifting and repeating and rhyming. There’s so much to say about the fractal… From geopolitical movements, tensions, releases, and… to chain-specific developments, departures, dramas, and… but that’s not exactly what we are here for. I’ll only write this disertation if you ask me for it :innocent:

The quest for the most ideal format and timing for LAB Notes publications continues. Would y’all like to see continued “retrospectives”, or would you rather see something a bit more “proactive”? While I still really like the idea of “chronicling”, it’s feeling that something a bit more instructive could be more beneficial to the most. For example, it’s hard to stick to talking about September in mid-October, knowing what happened in early October :sweat_smile:

Let me know what you want. In the meantime… <3


:studio_microphone: SPACES, ARTS, & UNIVERSITY

Spaces:

What can I say that I haven’t said already? From established superstars (like the mysterious Jani of Berachain, and the mighty Hoss of the Cosmos), to partnerships and frens - old and new, to vibey community only explorations… Zerk continues to unwaveringly collaborate and educate… setting the tone, pace, and vibe that I would like to see permeate the whole space. I truly feel so privileged to be alive at the same time as these living legends. That we are (all) directly connected is still pretty mind-blowing to me <3

We experienced a smol 2 week gap in spaces from the end of September to the second week of October as Zerk traveled to share some IRL time with the Hyperliquid/DeFi fam.

September 1, 2025 - Jani/Berachain
September 2, 2025 - IntentoZone
September 3, 2025 - Quark & Hoss
September 4, 2025 - BOLT
September 11, 2025 - Shinoids/HonORAIs
September 12, 2025 - Atlas Staking Hosts Zerk
September 17, 2025 - DropDotMoney
September 24, 2025 - Cosmos Experiments

Arts:

It feels like something new is brewing. Perhaps it’s related to our brothers and sisters at Rekt Gang? And/or something related to the upcoming props (please see below)? Or… Maybe we are reading in to things… All we can say for sure is that some cool and highly suggestive new arts appeared at choice moments this month <3

Also, Cudo continues to quietly demonstrate his art in his trading/sharing, and in his being (:

Uni:

Out with the old, in with the new: Partner focuses have shifted on the MU Calendar - Goodbye to Mitosis and Sunrise, hello to XO, and Bolt! Stay tuned for more…

Congratulations to our newest Masters of Madness! vnaper, Sergey, and Robin all earned their “Nobels of Madness” this month. We are so grateful for all of your hard work <3

The $LAB experiment continues:

  • 88% of supply burned (88% of MS NFTs revealed)
  • Osmosis validator rewards used to purchase LAB and send to Osmosis community pool
  • Royalties used to buy LAB and send to Mad University participants
  • With greater Polaris adoption, $LAB everywhere!

With that, it’s time that we jump in to community happenings to discuss the potential for some big, structural changes :slight_smile:


:test_tube: COMMUNITY

The winds of change have been swirling around the LAB.

We are now actively discussing a couple of proposals for a couple of major new experiments:

dao-proposals has sprung to life.

  1. MAD buyback & burn - “Fractal Trapped Scientists”:

The prop: Trap MS NFTs on Fractal.fun to reduce effective supply without direct burning.

Objective:

  • Experiment with a new evolution of the “buyback and burn” model
  • Reduce effective supply without burning any NFTs directly
  • Novel utilization of existing native Osmosis tech

Execution:

  • Buy back MS NFTs
  • Deposit obtained NFTs in fractal
  • Burn half the fractionalized $fMAD token

Drawbacks (can also be viewed as positive, tbh):

  • Burning $fMAD means that some Scientists will always be trapped
  • Less rewards distributed to individuals
  • Fractal.fun remains under-developed

Remember: You can always rescue a scientist from the pool, but/and another scientist will have to stay. To gain something of value, one must give something of equal worth in return, emphasizing balance and exchange in the universe… an embodiment of the Alchemical Law of Reciprocity, on-chain (:

We believe that all scientists are uniquely beautiful. We do not want them to be burned from the chain, but we would like to reduce the total circulating supply to experiment.

  1. MAD EVM Experiment - “Portal hopping”:

The prop: Open portals for the MAD brand to expand and experiment on the EVM chains.

Objective:

  • Bring new folk to the Mad Scientist/Osmosis community
  • Share the cool things being built on Osmosis/Polaris
  • Experiment with Cosmos/EVM NFTs

Execution:

  • Enable cross-chain NFT transfers between EVM and Cosmos (we have the tech provider for this). This is a 2 way bridge
  • Supply remains the same

Drawbacks:

  • Fragments collection
  • Need to establish community on new chain
  • Some could perceive collection as “not Cosmos aligned anymore”; team thinks this is the best way to get new folk into the Cosmos ecosystem…

We view this as expansion, exploration, experimentation… and this deepening is not meant to be an abandonment or alignment shift. We remain fully united with Osmosis, and approach this potential experimentation in harmony with our ethos, and our home chain. The principle of correspondence… EVM expansion is to the Mad Scientists as Polaris is to Osmosis (:


I am/we are planning to post our full thoughts in each thread this week. As these are very big decisions, the team is soliciting and encouraging as much feedback and thoughtful discussion as possible from the community. Please join the discussions in the dao-proposals threads on discord!

Rekt Gang

It’s official: All holders of Mad Scientists and/or Tiny Hyper Cats are now full, permanent members of Rekt Gang <3 A deeply meaningful ancestor bridge… If you haven’t already, please read the announcement that Zerk made :folded_hands:

“For those interested in learning about ecosystems outside the Cosmos, we recommend joining the Rekt Gang’s discord/alpha hub. Make sure to browse through the chain channels (most active being Hyperliquid, Base, Bitcoin and Abstract)!”

NFTHUB

See all your NFTs across the interchain using Cosmos NFTHUB by the one and only MisterLøøps <3

Flipsuite/Flippy

Modified from Flippy’s own words: This bot can help you with a bunch of on-chain tasks without ever leaving the LAB/discord server. Simply tag “@flippy”, and it can/will help you with: Tipping tokens and/or NFTs to users or roles, creating raffles and airdrops, swapping and bridging tokens across supported chains, managing hyperliquid perpetual positions (open, close, update), checking wallet balances and pending rewards, and even fetching token analysis and trending tokens. Flippy can also handle wallet address lookups and can assist with setting or creating hyperliquid referral codes. Basically, if it involves crypto rewards, payments, or trading on supported chains, Flippy’s got you covered… and keeps getting better and better each week (:


:handshake: PARTNERS & PERKS

Even in the new dust-bowl that is the current perks/“airdrop” scene, the team continues to deliver opportunities through new and established partnerships. Pretty much everything in the current lineup is mellow, easy, and painless… and potentially rewarding :wink:

TIME-SENSITIVE & POTENTIALLY URGENT:

Fatty
Late last month, this team released their new “Fatty Airdrop platform”, sunsetted Zealy, and gave participants a two week window to complete the “final airdrop task”… where you could submit your EVM wallet (again?) to “transfer your XP, and receive your $FATTY tokens”. If you missed this step and still want to participate, do not despair. It appears that this stage offers abundant opportunities to earn (even more) “XP”. “Right now, you have one of the last opportunities to earn valuable $FATTY tokens through the ongoing airdrop.”

Intento
Claims begin their “decay” on October 21; ~1 week remains to earn your full allocation. After the 21st, unclaimed token allocations decay over 8 weeks… before claims close. As it stands, most of the 22.5% of the genesis supply allocated to the airdrop will be clawed back. Please see the linked thread for encouragement and guidance.

Citrea
The campaign will remain open until November 1st. You must accomplish all tasks and mint the “₿apper Badge NFT” to complete the campaign. 5 new projects have recently joined, bringing the grand total to 15 “₿apps”. Since this is the final batch of ₿apps in the “Unfreeze ₿apps campaign”, the ₿apper Badge NFT mint will be available “soon” - once all tasks for all the listed ₿apps are completed.

ONGOING BIGGIES:

TOKI
Through the month of October, TOKI is running a new promotional campaign, entitled the “Referral Fiesta Campaign”! “Now is the perfect time to invite your friends and followers into the ecosystem!”

We also highly recommend checking out this really excellent thread explaining some reasons that TOKI matters, and how they are meaningfully bringing IBC to EVM… by tøny <3

XO Market
The first-ever “science-based markets” are now live on XO, in partnership with The Mad Scientists :test_tube: This is a great way to stack conviction points, and to learn to interact with the platform (:

Keep in mind, those who earn the “catalyst badge” can also now create markets. Complete the following tasks to acquire the badge: 10 days “peck-in” streak, connect your X account, and accumulate ≥500 conviction points.

“With Mad Scientist’s community on board and open market creation around the corner, we’ll celebrate science, one of humanity’s greatest drivers of progress, through conviction markets.”

AXONE
“While the market goes up & down, we keep building. Axone is moving from testnet → the semantic governance layer for decentralized AI.” What began as an experiment in data and service sharing has now evolved into a protocol with a clear mission: to become the semantic governance & orchestration layer for decentralized AI.

The first ever on-chain prop was passed on the 9th. Nothing immediately actionable for the average holder, but highly recommend checking out the excellent blog post here as AXONE really gets rolling <3

For the perks maxis:

Dango
Keep and eye on Dango. “Testnet-3.0” (one final test before the main event) is expected any day!

BOLT
Congrats to the 3 big threadoors who won the Bolt liquidity competition! Keep an eye on this partnership… Feeling there is more to come <3

NFTs:
Crushes
POSTHUMAN Spheres


:milky_way: ECOSYSTEM

Osmosis highlights from September :test_tube:

  • Over the last year, Osmosis ranks in the top 10 DEXes by code commits.
  • Major OSMO tokenomics updates: Osmosis now burns more OSMO from taker fees than it emits through staking or incentives.
  • Every month, 70% of the OSMO tokens collected via Taker Fees are burned. Another ~435,000 tokens were burned in August, bringing the total over 4.7 Million OSMO burned to date.
  • Osmosis has now surpassed $21 Million in total Protocol Revenue!
  • Alloyed Bitcoin liquidity is now over $14M deep
  • Osmosis contributor @aaronxkong on stage at Korea Blockchain Week
  • The engine driving the expansion of the Osmosis ecosystem: @Polaris_App

Also, for anyone who needs the reminder, the Osmosis team has been promoting their excellent one-click trading capabilities…: “Approve one transaction at the start (of your session) and enjoy an effortless 1-Click Trading experience until your session expires.”

There have also been some rumors making the rounds (thanks to artemis and other dashboards/aggregatoors) that OSMO is generating more fees per day than virtually all other chains aside from Hyperliquid, Ethereum, Solana, BNB, Bitcoin :eyes: I am only reporting what I see :joy:

A review for the next edition: $ATONE (and etc.) ONLY ON OSMOSIS…

Outside of the wonderful world of Osmosis, it’s looking like we will be doing (another) much larger Cosmos recap in the next edition… lots of movement and shifts; hoping for clarity/direction soon :folded_hands:


:alembic: ALPHA/ALCHEMY

CryptoParsel wrote an excellent reminder about “time in the market” with Mad Scientists… “One MS NFT bought in April 2024 got me $1,850 in rewards so far”. I am considering writing a similar, albeit more detailed and specific, account of my experience. There are very few things in this space that I truly believe in and love and trust… but/and MS, RG, HL:

After >111 days, the “Mad Scientists” Hyperliquid vault is still steadily chugging along, generating a minimum of ~150% (realized) APR for its believeoors, even through the recent crime wicks. Newer depositoors (who don’t bail in a drawdown :sweat_smile:) are seeing even larger returns over the course of the last ~60 days. Some quick thoughts from the vault manager: “This vault will never be conventional. Sustainable growth, capital preservation, and brand recognition are paramount. Liquidation is unacceptable and unnecessary. This is a long-term, high-conviction experiment. The education phase is complete, and doubt is dead. Simply setting a TP/SL does not count as competent risk management.” More on this in the next edition :wink:

All Mad Scientists now have access to one of the greatest “alpha hubs” that has ever existed. Seriously. Join the Rekt Gang server. Ping me any time <3

I’m going to leave this one short and sweet. I am willing to share as much or as little as you want to hear, but/and, a preemptive tldr: (Personally) We have learned our lessons and have chosen to narrow our focus while broadening our minds and experience, and deepening our heartfelt convictions. We see with clear eyes… Community is everything. MS/RG is the alpha. Hyperliquid is the omega. We are locked in, actively creating the future that we want to see.


:microscope: PHILOSOPHER’S STONE

“It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change.” - Unknown

I don’t want to simply repeat what was written in the last edition, but/and it’s all kinda there. This mythology continues to deepen <3 Do you understand that you create what you envision?

This cycle is really starting to feel like some kind of spiritual battle… Since y’all seemed to like them so much last time… S’more short poetic notions for reflection:

+You matter. Know thyself. Trust your intuition.
+Act more, talk less. Don’t be swayed by random/malicious/ignorant voices. Don’t place trust in machines meant to subjugate the universe and us.
+Learn what matters. Practice discernment and conviction. Speak your own language.
+Learn the rhythm of the wind and the waves. Learn to ride them. Remember that you can get out of the water and watch instead.
+Don’t cast your pearls before swine. Stop donating your witness/energy/time to those who don’t deserve it. Show me who you hang with, and I’ll show you who you are.
+Sweet creatures are difficult to find, but goodness does exist. Find your tribe and protect them at all costs. This is absolutely the most exciting time we could have possibly hoped to be alive… and things are just starting. Thank you for choosing to be here, and thanks for choosing to be you <3


*Everything is an Experiment*

Website | Discord | X/Twitter | Osmosis Native Marketplace | Stargaze Marketplace

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ANOTHER ONE!!! NICE JOB!!! :heart:

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Thank you for the work done. Notes always interesting to read :smiling_face_with_three_hearts:

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