My most contrarian Farcaster opinion is being bullish onchain gaias

I will say, the issue with this trade is capital efficiency - even if you are high conviction that eg 2e floor is inevitable, you don’t know the timeline for the catalysts in the second cast, and your funds probably could be put to work in better places in the meantime

So if you are holding you’re mostly just hoping the ETH-basis floor holds and in that case it’s kinda similar to just holding raw ETH.

I still don’t get why gaias are cool lol

Would love someone to inform me

I am a wealth of knowledge - unfortunately my knowledge is useless | Game Designer | /sands-of-sumaii

“Cool” is subjective I guess, but I like the PFP artwork that I’ve seen so far

In terms of a trade, I think the above + it fits a good current narrative being at the ai x gaming intersection (agents that learn over time via playing games) + the game is kind of a farming mechanism that I think the speculator class will love and could go viral

Weirdly enough I'm going to be building an AI RPG bot :D

I can let you know when we're ready to test if you want!