Ash
@ahboyash
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Following
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@mementoresearch
Alpha dealer →
Joined April 2018
Crypto APAC GTM Playbook: Navigating the Asian Landscape APAC (Asia Pacific) is a diverse and complex region, with each country characterised by its own language (sometimes overlapping), culture, and social norms. Navigating the landscape requires local knowledge, cultural
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Thesis - For most of the x402 agents + robotic coins, funds + whales wont/ can't size in --> fall back to apeing the shovels - Positioning is now light, most were apeing stuff on BNB chain before this - Traction depends on their integration of x402 launches - Old Virtuals tokens
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Last year, @virtuals_io’s $VIRTUAL was one of the leading projects in the AI agent vertical. Are they gonna run it back again this year with x402 + the robotics narrative?
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Founders who’ve built two major projects, with the 2nd either live or launching soon: • @AndreCronjeTech with @yearnfi ($YFI) and @flyingtulip_ soon • @no89thkey with @CelerNetwork ($CELR) and @brevis_zk soon • @newmichwill with @CurveFinance and recently @yieldbasis ($YB) •
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Prediction Markets - Accounts to follow Traders • @Domahhhh • @GaetenD • @PredMTrader • @Foster • @cobybets1 • @theduckguesses • @0xWeber KOLs • @LeotheHorseman • @0xTone Builders • @shayne_coplan • @mansourtarek_ • @tradefoxintern • @j0hnwang •
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Chain-Abstracted Launchpad for memes One token. Any chain. Zero friction. @printrgobrrr is a chain-abstracted launchpad + trading platform that turns a token into an omnichain asset from day one. Creators launch once; traders buy or sell from any chain in one click while Printr
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AI agents are getting smarter but not yet trustworthy. The partnership between @GoKiteAI × @Brevis_zk helps move this juncture forward. ELI5: • KiteAI → builds the payment + identity layer for AI agents (e.g., who they are, how they get paid) • Brevis → provides zk-proof
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Rollups fixed throughput and brought scale, but fractured the money-lego experience that made DeFi powerful. @ComposeNetwork, built by @ssv_network, aims to restore the magic to Ethereum rollups → bringing back instant and atomic transactions - - - - - 1. Why synchronous and
GET READY! 🔥 The holy grail of Ethereum interoperability is coming. Not another rollup, but the layer that connects them all. Meet @ComposeNetwork. Built on SSV’s validator infrastructure to enable atomic, instant coordination across Ethereum’s rollups. 🧵
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Compute isn’t a cost center anymore → it’s a cash-flowing asset class @gaib_ai is building the bridge that effectively converts GPU + robotics utilisation into transparent, programmable on-chain yield. The gap AI/robotics are starved for capex (GPUs, DC racks, robot fleets)
GAIB: The bridge for compute-backed real yield DeFi needs scalable, auditable income; AI/robotics need sustained, data-driven financing. @gaib_ai connects the two with a dual token flywheel and a stack designed for transparency. Problem • DeFi and RWA’s “real yield” are at
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VCs writing “Asia GTM article” after spending 2 weeks in asia… just call it summarised notes from your conference hopping bro
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Keeping a closer eye on @printrgobrrr • Omni-chain launchpad • Remember @OmniCatCoin, the first omni-chain meme powered by @LayerZero_Core and it is also why cult-like tokens like $MOG and $BONK all decided to go multi-chain --> allow users to access it on any chain •
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.@b3dotfun’s payment product Anyspend just launched its token $ANY with early users are getting an airdrop Highlights: • Q2 points campaign live → use Anyspend for deposits, swaps & trades to earn points • 5% of $ANY supply allocated for airdrop, making it ~90% of total
Scaling Base’s Consumer Economy with @b3dotfun Expanding beyond its original gaming ecosystem, the team has launched new products within the Consumer Finance vertical Product Highlights • Anyspend: Apple Pay + credit card on-ramp with seamless cross-chain payments • B3
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Last Friday’s Trump tariff announcement nuked markets → low liquidity + cascading ADLs wiped a lot of folks out completely But for those who were awake during the chaos, it presented one of the best entries we’ve seen in months Majors and select alts like @Mantle_Official were
One of the few assets with the strongest growth in the last 24 hours. +30% in total market cap. gMNT.
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Watching my girlfriend - Wear her Alo outfit going to Pilates - Drink her matcha latte with a VCA bracelet on her hand - Swing her Kelly bag with a Labubu hanging on it while my networth nuked 90% overnight
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1 month progress for @avantisfi Key metrics on @avantisfi have continued trending upwards after a successful TGE a month ago • TVL 5x to $73Mn • OI 6x to $61Mn Team has announced that platform fees will be used to market buyback $AVNT based on different milestones set +
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Powering the next wave of BTCFi: @babylonlabs_io’s new flagship Trustless Bitcoin Vault After activating more than $10b in Bitcoin, the Babylon team has just announced its next breakthrough → Trustless Bitcoin Vault What is it: • Allows native BTC to interact with any DeFi
Big things are happening at Babylon! After activating $10B in Bitcoin through our flagship Trustless Bitcoin Staking Protocol, Babylon is now entering its next phase, unlocking Bitcoin liquidity for DeFi, trustlessly and non-custodially, following the proven multichain
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