Christopher

@christopher7

603 Following

330 Followers

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7. Crypto Gaming Gets Real Thesis: Better games, better UX, and better monetization models are finally here. 2025 could be the breakout year. Post Angle: “Web3 games stopped sucking. Now they just need players.”

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6. Real World Assets (RWAs) Go Mainstream Thesis: Tokenized T-bills and on-chain finance are maturing, merging DeFi with TradFi at scale. Post Angle: “The biggest DeFi unlock? Old money going on-chain. RWAs are the bridge.”

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5. Builders Are Back Thesis: With renewed funding and optimism, builders are shipping fast—especially in L2s, gaming, and RWAs. Post Angle: “Markets pump, but builders build. The apps coming in 2025 will make 2021 look like beta.”

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4. Alt Season Will Be Selective Thesis: Not all alts will run—only those with real utility, adoption, and smart narratives will thrive. Post Angle: “It’s not ‘alt season’—it’s ‘actual value season.’ Memes + meaning will win.”

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3. Ethereum's Turn to Shine Thesis: After Bitcoin’s spotlight, Ethereum may outperform as it benefits from lower fees, scaling, and institutional ETH access via ETFs. Post Angle: “ETH didn’t miss the party. It’s just fashionably late—with better shoes.”

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2. Bitcoin ETF Unlocks Wall Street Thesis: Spot Bitcoin ETFs are a game-changer, finally giving TradFi an easy ramp into crypto exposure. Post Angle: “The ETF wasn’t the top, it was the door. Wall Street’s just getting started.”

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1. Macro Tailwinds Are Back Thesis: Crypto’s next bull run is driven by macro trends—falling interest rates, increasing money supply, and institutional risk appetite returning. Post Angle: “Crypto isn’t just back, macro’s handing it rocket fuel. Rate cuts + liquidity = ignition.”

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Here we come to main points from https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto-2025/

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Ready for some COCK and EGGS action?

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I'm a Speculator-Pragmatist (3.0, 4.5) on the Onchain Alignment Chart! Check out your position:

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I just collected "Farcaster: Lion"

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🤖 Robotics @UnitreeRobotics – Humanoid robotics @frodobots – Robotic gaming 📊 AI/Data Layer @getgrass_io – AI data-sharing network 🛠 Infra @rendernetwork – Creative rendering platform @Livepeer – AI video infrastructure @TheoriqAI – Autonomous agents for DeFi @fleek – Infra for AI agents 🕶 Privacy @ArciumHQ – Encrypted supercomputer @nillionnetwork – Blind computer for private data 🔗 Coordination Layer @peaq – DePIN machine coordination blockchain @iotex_io – DePIN and AI infrastructure ⚡️ Energy @daylightenergy_ – Decentralizing the energy grid @GlowFND – Renewable energy @srcful – Tracking energy production 🗺 Geospatial Mapping @NATIXNetwork – Camera infra for mapping @Hivemapper – Decentralized mapping via dashcam data @ROVR_Network – 3D data platform @GEODNET_ – Navigation network @onocoyRTK – Pinpoint positioning @DIMO_Network – Vehicle data sharing network

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Sure! Here's a clean and aesthetic version of your DePIN project list, grouped by category, using clear formatting and minimal styling: 🔌 Internet Networks @doublezero – Framework for permissionless networks @helium – Decentralized wireless network 🧠 Compute Networks @akashnet_ – Cloud computing market @PhalaNetwork – TEE development @fluence_project – Distributed computing for real-time apps 💾 Storage Networks @Filecoin – Decentralized storage solution @GenesysGo – Blockchain data services for Solana @ArweaveEco – Permanent immutable data storage @storj – Encrypted cloud storage 🧬 AI, Inference & Training @opentensor – Global AI model training collective @gensynai – Machine intelligence network @ionet – AI inference & training network @hyperbolic_labs – GPU compute marketplace @NousResearch – AI accelerator @nosana_ai – AI compute services @kuzco_xyz – Distributed GPU cluster

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TL;DR To win in Web3 as an ambassador: Focus on content, not just tasks Prioritize projects with strong teams and VC backing Enter early, stay consistent Use Kaito + Discord farming to stack extra rewards Leverage tools for content and research Be adaptable, creative, and proactive

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Your Web3 Ambassador Toolkit X Content Tools: Typefully – Draft, schedule, and test tweet threads. Kaito Search – Discover trends, accounts, and viral posts in your niche. Visual Tools: DALL-E 3 – Create memes or project visuals from prompts. Canva – Great templates, AI tools, easy graphics. Writing Tools: Notion AI – Draft articles, brainstorm ideas, organize content. Medium – Publish articles, track views, build authority.

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Kaito: Earn Like an Ambassador Without the Title Check out Kaito and its Yaps Program. Create content on X → Get scored by AI → Earn rewards. It’s like being an ambassador without the hassle. Great if you want results without asking for a role.

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Don’t Overlook: Discord Role Farming Sometimes, projects reward early supporters as well as ambassadors. Focus on gaining roles. They can be just as valuable as official programs.

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