JY / excel arc
@ProlabCH
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Retardio Research | Index Enjoyor | https://t.co/ezAt2IwZHx
Joined October 2021
Gm to literally everyone, except the dudes claiming the trenches are hot without sharing their alfa with me.
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Will Tokenworks and $pnkstr have a comeback? Looking at the current market, only memes seem to run, mostly on Sol. But what if there is a nice little ponzi on ETH (blasphemy lol) which is still building? Yes, I’m hinting at Tokenworks and $pnkstr. Punkstrategy had a crazy run
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RIP to all the AI slop on this app. Probably good move by Nikita to kill InfoFi farming. At the same time tough move to all those who made this their living. I guess they will pivot and find something else?
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Gm, was expecting to wake up to another conflict. Let’s see what happens today
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3Jane - Uncollateralized Lending's First Real Shot You can airdrop farm today for a protocol solving one of DeFi's biggest gap: real credit. What is 3Jane? Uncollateralized lending protocol that checks creditworthiness via ZK proofs. No collateral deposit required (completely
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Easiest way to asses the state of the market is to gauge the level of e-beggars shilling their ref links
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Gm, ETH above 3300 USD tastes good. In case this market continues to do well, $virtual seems to be poised to do well. Latest developments: >agentic GDP (aGDP) continues to grow > Integration of Apple Health data announced to annouce health-driven AI agents > 8004 standard going
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GM. Waking up to a ex mayor of a major US city rugging for 3M USD wasn’t in my 2026 bingo cards.
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Trump following the Turkish Lira playbook with the FED. It’s not that assets will go up, but it’s more the denominator going down.
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Do you look for some new interesting project on Virtuals? Then you should consider X Portal, a new agent, which is currently pre-bond on Virtuals. Why I find it interesting? > $prtl is very interesting. The protocol has a working product, deployed on Virtuals ACP v2,
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Digging out one of my posts from last year, deep diving into TIG and writing a short thesis. Surprisingly TIG did not rather well despite Base going to shit. Lesson in there.
Currently I am mostly out of the market and doing only selective plays. $tig is one of them I am planning to hold. See below my thesis 👇 TIG - tokenizing algorithmic development - Summary: TIG is a marketplace for algorithmic scientific research and progress. Rather than
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Virtuals continuing to do well. > fundamentals are strong with revenues growing, agentic GDP reaching 100M rev in December > Coinbase acknowledging Virtuals as one of the major Base ecosystems > General macro trend towards agentic commerce in the economy > Only choice rn on
$virtuals not stopping here. with AI agentic commerce going mainstream and competitor $zora (in terms of attention and capital) struggling, Virtuals is probably one of the better large cap bets on Base right now
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GM. Even if you believed (and are right) that WhiteWhale is unorganic and supply controlled, you would have still made money buying the last days. I did not buy though. This one is an outlier, but I have zero edge on cabal memes. Only type of memes I sometimes play are new
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