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@crosschaingainz

110 Following
115 Followers
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@crosschaingainz
Can't really pretend I'm here for non crypto content. I feel like many of us are in search of less toxic and pseudo intellectual version of CT. At the end of the day that's the only type of social media I've used for many years
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Now this was a great timing lol up 40%
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Another example. Openserv ($SERV). https://openserv.ai/ AI agent marketplace with doxed and experienced team. Currently below 50 mil Mcap. Sold via token sale (Fjord), no VCs. Beta version coming soon
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Will come up with several other undervalued "VC valuation" plays, notably AI and AI agent related. Current market is blessed with opportunities.
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Practical example of this, Thetanuts Finance (https://www.thetanuts.finance/) Options protocol (via Vaults). First version launched in 21'. In yearly 24' launched V3 version. Notably, last round was lead by Polychain in 23'. Currently sitting at 4mil circulating/40mil FDV. Metrics are more less poor for now (considering rather competitive segment). But products with no risk inherently have higher valuations. Its very unlikely to be able to enter a pre sale of any legit product below 40mil FDV, let alone with no vesting.
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Interestingly enough, one sector that gives fat discounts right now is SocialFi, if you bullieve in it, of course.
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Been checking Echo from Cobie recently, mostly Monad projects for now. Not really a fan of chain specific apps. But what caught my attention the most is, while platform is launched on premises of giving a collective retail group an early investing opportunity (in contrast to predatory pre market dynamics of VC projects), most apps did not really seem that "cheap" to me. All of them 50m+ valuations. Which may not seam like a lot, but given many projects that raised from VCs earlier this year, launched token summer/early fall (with alt market bleeding), their valuation is equally reasonable. You often see fat discounts to previous rounds. And unlike Echo potential selection is much much wider.
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Using phantom for first EVM transaction feels like a betrayal of everything sacred ngl One gotta suffer though MM, manually adding RPCs
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Lately I've been tracking ETH price Zora mint fee $ amount
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2022 Seems so long ago
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What are some other promising privacy protocols?
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Despite current overall SocialFi irrelevancy Zora legit seems to be improving, looks absolutely different compared to what it was a year ago But, Zora AI agent would probably have more coverage for now Also we went from "I identify as a memecoin" to "I identify as an AI agent", which is progress I presume
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Ok what is clanker
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Don't dishonor the original retarded wolves meme like this
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Privacy protocols have been hammered for years with hostile and unclear regulations. TC case alone made building such projects totally unfeasible. This sector might benefit the most by policy changes. I expect projects like Aztec to become relevant again
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The overlap between "Home" and "Trending" is just disgusting "Home" is just "Trending" with occasional casts from followed channels
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AI agents on Virtuals are getting more and more traction. Valuations in comparison to what can they do is ballooned 100x, but most market participants see them more as memes (AI16Z best example), and in current market conditions, that's obviously a good thing.
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Jonny boy
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Also $QUNT airdrop (worth 200$ now). Together covering cost of a single Ninja (500$). Talk about ROI
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Make this channel great (for the first time, not again)
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