Jake

@jake0

10 Following

142 Followers

Jake pfp

I’ve been hoping for a fundamentals driven market since 2020 🤣

1 reply

0 recast

1 reaction

Jake pfp

That is the main utility (plus revenue sharing w/ $arc) — but you could also argue its a representation of ownership or the future success of the arc project (much like governance tokens).

0 reply

0 recast

1 reaction

Jake pfp

Fundamentals always matter

1 reply

0 recast

1 reaction

Jake pfp

The blockchain integrations w/ ai agents imo is groundbreaking. Agents will need to interact w/ each other and a big part of that is thru payments. I don’t think all of the ai agents frameworks will be winners but maybe one or two.

0 reply

0 recast

1 reaction

Jake pfp

0 reply

0 recast

0 reaction

Jake pfp

If this was earlier in the cycle (2-3 months ago) $drb would already be at a $100M+ valuation. Think at this point the LLM-created meme coins are overplayed. I faded $drb when it was sent in the Messari Alpha chat at $1M so maybe I’m just salty 😬

1 reply

0 recast

0 reaction

Jake pfp

Curious what the casters think about fundamentals/utility for web3 projects. Do they matter or are prices still driven by hype and memetic value?

2 replies

0 recast

1 reaction

Jake pfp

I’m a huge crypto x ai agent maxi. It’s crazy to see the top ai tokens ($virtual, $ai16z, $arc, $aixbt, etc.) get rekt over the past couple months (down ~80% from ATHs) while their fundamentals and utility have only increased. Once the macro environment recovers, ai coins will catch a bid again.

10 replies

15 recasts

69 reactions

Jake pfp

I helped lead the investment in Airstack at Token Metrics Ventures in 2022 :). I'd love to hear more about what Airstack/Moxie is doing now.

1 reply

0 recast

1 reaction

Jake pfp

$arc just released its whitepaper v1. Here are some key details: arc's next step in building AI agent infrastructure is Ryzome. Ryzome is "The Agentic App Store" connecting AI agents to thousands of digital services. Ryzome uses Anthropic's Model Context Protocol (MCP), a standard interface allowing agents to access Web2 and Web3 services. Service fees for transactions will be settled in $arc, and revenue distribution is as follows: > 85% to service providers > 10% to Arc treasury > 5% to Playgrounds operations

2 replies

2 recasts

14 reactions

Jake pfp

I like this chart. Makes me bullish Cetus Protocol. BTW which processed $17.3 billion in volume (accounting for 75.6% of all /sui DEX volume) in Q4 2024.

2 replies

0 recast

16 reactions

Jake pfp

thanks ser 🫡

0 reply

0 recast

1 reaction

Jake pfp

Is this thing on? I have too much alpha that needs to be casted 👀

9 replies

14 recasts

80 reactions