Web3 researcher since 2017. VC since 2020. Research + a bunch of other musings you definitely didn’t ask for. Transhumanist Gnostic. Mana-Sama fan account. ○
1/ I usually ignore VR Blockchain projects but
@NetVRk1
$NTVRK definitely has my attention. This is a ~$4.5m gem that I think could rival
@decentraland
(MCAP $1.2B) as it has superior tech, better monetization, and a host of other features that’re tough to find in VR.
THREAD
Alan Kay, the father of the personal computer and mentor to Steve Jobs, said Multisynq's architecture is "..the best thing I've seen in computing over the last 15 years." On Friday, we'll be showing everyone why for the first time ever. Make sure you're there.
Synq up with our Founder/CTO David Smith in our Discord on May 10th for an in-depth dive into Multisynq! 🔀
Learn about our vision along with progress updates on our points program and what we have planned in the next few months. 👀
Join here 👇
1/7 Today is
#FreeAlphaFriday
. This week, I'll be posting some of the key points from my research on
@OasisProtocol
$ROSE. It's one of the most undervalued projects out there right now. Once people become aware of its FA, it'll surely break into the top 50 coins. Thread on why:
New Asset: Coinbase will add support for Oasis (ROSE). Inbound transfers for this asset is now available on
@Coinbase
and
@CoinbaseExch
in the regions where trading is supported. Trading will begin on or after 9AM PT on Tues April 26, if liquidity conditions are met.
1/8 Welcome to my second
#FreeAlphaFriday
! Today I’ll be sharing some thoughts on Nervos Network’s $CKB.
In order to understand why I’m so bullish on this project, you first have to know about China’s Blockchain Service Network.
#altcoins
#crypto
#btc
Even if you’ve heard of
@AltheaNetwork
before, you may not be aware that they produced $1.2M of on-chain revenue last year (per Messari). That’s 8% of the annualized total across all 650+ DePin projects. With TGE less than a month away, it’s worth keeping an eye on!
6/ What I’m MOST excited about is the $AGI
@singularity_net
partnership I found on NTVRK’s website. While they haven’t said what role AGI’s AI will play in the game, I’m thinking it’ll be used for procedurally generated worlds, NFTs, and NPCs. What do you think?
1/3 Cup and handle playing out on $NTVRK
@NetVRk1
here and blasting it through $.65 resistance. Seems like their slew of partnerships and strong FA is finally being priced in.
If you want my Full 8 page report on $ROSE, I'll DM it to you. All you have to do is:
1. Retweet one post from this thread.
2. Follow me for more free research every Friday.
3. DM me asking for the link.
Thanks! $BTC
#Crypto
#ETH
$altszn $ROSE
7/ There’s tons more I can’t post here. If you want the full report, I’ll DM you a link! Just be sure to:
1. Like and Retweet a post in this thread.
2. Follow me.
3. Tag a friend who might be interested.
4. DM me.
Thanks!
Is this the new brand of gifted kid syndrome? A whole generation of chud children will grow up believing they are destined to be Chad only to be painfully disappointed by reality, malding for the rest of their lives over how they were robbed.
$TAO, a protocol for the creation of on-chain MLMs, is taking off tonight after months of sideways action. $OLAS, my Web3 AI bet of choice, is a set of omnichain services that allow on-chain economic agents to connect to off-chain MLMs like GPT-4. It’s marketcap is 20% of TAO’s.
Taking a closer look
@NervosNetwork
$CKB. I grabbed some at $.007 but considering more. The usecase is ambitious and the fundamentals needed to realize it are all in play. Will be posting a deep dive next
#FreeAlphaFriday
. Follow me so you don’t miss it!
#altcoins
#crypto
@glennonchain
Nah. I also had a different Asuka pfp every day for three years. The practice was eventually discontinued because my girlfriend at the time got jealous of her.
Took longer than I’d have liked but this is finally in play. Nailed the entries. Watch for a daily close above $5 for continuation. Ignore the FUD, $OLAS is as fundamentally solid as ever in spite of the recent drama.
6/8 A brief look at $CKB’s YouTube will show you that it’s far ahead of its competitors’ marketing. The degree of professionalism and production value on display here is sure to catch people’s attention.
7/8 Lack of Marketing is often the thing that holds back truly great projects. On the flip side, coins like $TRX have shown us just how far marketing alone can take a coin’s price.
$CKB has some of the best marketing I’ve ever seen in crypto and the fundamentals to back it up.
3/ With Decentraland being the only true competitor, I went and tracked down its player count. Despite its $1.2B evaluation, $MANA’s player count never exceeded 300 active users the entire week that I tracked it.
See for yourself:
2/ Here we can see how NetVRk stacks up against its competitors. Not only does it cater to both B2B and B2C but it’s the only project that features a full VR sandbox (think Gary’s Mod + Terraforming). As far as I can tell, Ceek, ImmVRse, and High Fidelity are all dead or dying.
I have never said this about any project before but believe me when I say that Multisynq is going to fundamentally change the way we live, work, and play on the internet. Will be writing about it further soon to give you guys an idea of why it’s so special.
Synchronizing the Internet Together:
@multisynq
🤝
@ManifoldTrading
We are excited to announce that Croquet Labs, the core team behind Multisynq, has raised $2.2M from Manifold and many others.
6/7 We all know that one of the biggest catalysts for crypto projects is a listing on
#Coinbase
. Well, guess what - $ROSE has their headquarters ACROSS THE STREET.
#crytpo
$BTC
#altzn
#ETH
5/
@NetVRk1
‘s features include:
• Easy to use design tools for terraforming, world-building, and original content creation.
• Portability of Unreal Engine 4 assets.
• Native marketplace for the exchange of goods, NFTs, and other content.
4/ To give you an idea of how big these games can get, VR Chat peaked in April 2021 with an all time high of 25.7k players. With that in mind, I interviewed all the VR Chat users I know. All of them said the same thing: NetVRk has features we’ve wanted in VR Chat for years.
3/8 Notice that there are only 16 permissionless blockchains approved for Chinese developers - one of which is $CKB. Every project listed here that would compete agains Nervos is in the top 50 market cap. Nervos is
#133
.
Whether it was $NEO, $VET, or the infamous $TRX, many of the 2017/18 Alt Szn’s BEST trades had one thing in common - they came from 🇨🇳. When China coin mania rolls around again, it’s going to be bigger than ever before. Will be posting some new Chinese projects I’m excited about.
4/7 Even though $ROSE hasn't gotten much publicity, big players from multiple industries have taken notice. There are 2 unannounced partnerships that're NOT YET PRICED IN. One with a Fortune500 Social media company. What firms can you think of in that category? Facebook? Twitter?
2/7 Most who have looked into
@OasisProtocol
know that the CEO of $ROSE is
@dawnsongtweets
, a Professor at UC Berkeley who also happens to be the the most cited academic in the field of Data Security. She's been cited 67,000 times, almost 7x more than the next most cited expert.
$OLAS has been a real winner. Congrats if you got in around $.60 when I was shilling it in every Discord. My original target was $200M MC- we’ve blown past that way faster than I anticipated. Have been selling on the way up but still holding the majority of the LBP bag.
At no point in the past have algorithms been an investable asset class. TIG is the only project I’ve ever come across that makes it so and goes a step further by opening up their development to virtually anyone. This is a watershed moment for open science and human progress.
TIG is the first and only protocol designed to accelerate algorithmic breakthroughs. Visit the link below to hear founder
@Dr_JohnFletcher
’s recent talk at
@Cambridge_Uni
where he spoke about our approach to open, collaborative algorithmic development.
Am thinking $COIN massively outperforms BTC and perhaps even ETH next run. Everyone and their mother including Black Rock will be using them for custody which is going to bring in hundreds of millions in revenue.
Looks like someone named ‘CB-Astronaut’ is following
@OasisProtocol
‘s Rosetta Repo on GitHub. As you may know, Rosetta is
#Coinbase
’s API for easily integrating new projects into their platform. Looks like a $ROSE listing on CB is likely.
@oasis_of_roses
#alts
#crypto
5/6 BSN, the Chinese State's official public blockchain project has added $ROSE to it's exclusive list of partners. It is one of twelve coins you can invest in that has the seal of approval from the Chinese Government.
@CryptoLimbo_
Don’t sleep on $CKB. It’s lower sat than both of the above and has backing from the Chinese government. Neither $XVG nor $SC can say the same. It’s a ways away from ATH too.
5/8 It’s also one of the only PoW coin on this list. While you might think PoW is outdated, China still has the largest concentration of Miners in the world and the Chinese government has a vested interest in pushing projects that miners can throw their weight behind.
Recently, I’ve had many people ask who my pfp is. Mana (referred to as Mana-Sama by his fans) is a Japanese musician and fashion designer. He is perhaps the best known onnagata and the creator of the gothic lolita aesthetic. Mana is 54 years old.
While there’s no shortage of new DePins raising at insane valuations, Althea has been building a legitimate on-chain business since 2018. The top 30 Telecoms have a collective $2T in assets between them and all are incentivized to tokenize them with Althea’s liquid infra product.
Kuvera is delighted to be supporting
@AltheaNetwork
. Althea has emerged as one of the foremost leaders in the DePin space due to its remarkable on-chain revenue, sound growth strategy, and potential to underpin the future of machine-to-machine payments.
Highly, highly recommend Battle Royal Highschool (1987). I’ve been watching as many 80s/90s OVAs as I have time for this past year and this is hands down one of the best. The animation is top notch and the English dub is everything you could ever want from something of this era.
2/8 The BSN is China’s State Sanctioned public blockchain project. It’s purpose is to create a global, interoperable network of blockchains and to position China as the global leader in blockchain tech. Here’s a fantastic video on it.
Deeply saddened to hear that Kentaro Miura, Berserk’s Mangaka, has passed away. As is the case for millions of other fans, the story of Guts and his friends has a profound and personal meaning to me. RIP to one of the greatest storytellers of our time.
A comprehensive summation of what’s wrong with Big Data + how blockchain tech like
@OasisProtocol
can help individuals take back control from corporations. If you know someone who doesn’t care about privacy, surveillance, or data custody, this should change their mind.
Today's data economy is rife with challenges that can only be addressed through radical change. Privacy-oriented blockchain technologies like Oasis Protocol offer a potential solution.
Fully agree with the points made here.
@AltheaNetwork
will undoubtedly be one of the most notable projects in the DePin space this year. Keep your eyes peeled for TGE in early April.
We're reviewing a partial pipeline for what
@AltheaNetwork
has in store for 2024 projects for their liquid infrastructure initiatives
Conservatively, it will be generating $1.8M+ in revenue
For perspective and what it means in the DePin space, Storj over a 90 day period is…
@mehul8797
$ROSE and $CKB are my biggest bags at the moment. They've yet to breach the top 100 and they've both got the stamp of approval from the Chinese government through the BSN.
@mikeyafc1986
@NervosNetwork
I'm still doing the research but it's super solid so far. Team is stacked with industry veterans. Look at their marketing. This is the best crypto-related commercial I've ever seen!
Remember, the cycle is always the same!
$BTC pumps, traders take profit and move money into ETH.
$ETH pumps, people take profit and move money into high caps.
High Caps pump, people take profit and move money into Mid caps.
#ALTSEASON
INCOMING
#crypto
#altszn
Consider this- most boomers/normies who hold $BTC have heard of ETH but haven’t bothered to buy in. They’ve already been onboarded to exchanges but a bullish $ETH narrative just hasn’t reached them yet. When ETH breaches $3k, the mad crowd will pile in. I’m picking up a bag.
We may be looking at an internet where you can verify your identity without ever having to disclose it. That’s huge- not only for privacy enthusiasts but for the everyday person who is increasingly aware of how often their data is stored and shared by third parties.
@zCloakNetwork
’s technology makes credential verification in Web3 easy, secure, and private. Best of all, it bypasses the need for centralized hardware solutions by localizing computation to user devices. Click the link below to see how it works! 👇
@HedgeLordCrypto
Famously, he has been almost completely mute his entire career. During interviews, he would communicate with journalists by whispering into the ear of a companion and having them speak on his behalf. This resulted in him being mistaken for a woman for decades.
Think we might need a new term for ‘Metaverse’. The term’s co-option by BigTech/Meta has created a negative schema in the minds of laypeople. Non-crypto folk react to it in much the same way they would the mention of NFTs. ‘Virtual Universe’ gets the point across but isn’t sexy.
I had such an incredible time at my very first
@EthereumDenver
. It was such a pleasure meeting everyone and I’m amped to see what we can get up to in the future. This is going to be a fantastic year for our industry and beyond.