Crypto, markets, finance & occasional degen bets. Looking for signal before the noise.
Onchain
- Tweets 51
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We are also closing in on Staking. Once released, we will enable users to begin selling inference credits back to us through a similar mechanism. This should be relatively easy to implement as it will live within the same infrastructure as our Staking/IRM model.
Then, we hard focus our app. This is something we want to get absolutely right, because it's a big expansion for us, and as with everything we do at Dot, it has to be perfect.
Beyond that we have a few very exciting (and ambitious) plans that we look to put into action, but more on that once we push through the current deliverables.
Ultimately, we want to create a fully fledged consumer application that is multi-faucted in design, but private in execution.
We've already confirmed appetite, now it's time to expand.
(Oh, and I'll also be attending some podcasts soon, where I look forward to representing Dot, everything we stand for, and everything we look to become)
Big things coming, we are far from satisifed.
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There鈥檚 a reason to keep a solid part of your portfolio in stronger assets like bitcoin:native, ethereum:native, solana:So11111111111111111111111111111111111111112, hyperliquid:native, etc., instead of going all-in on memecoins and small caps.
Your portfolio usually holds up much better during corrections, and you鈥檙e far less likely to get completely wiped out.
Always keep a good chunk of your portfolio in strong, boring assets.
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I've been holding base:0x23a2847d772803f9efc64b4277b782b06296fe51 @usedotai for a few months now, and the more I follow the project, the stronger my conviction gets.
I think a 10x from here is very possible, potentially a x100.
A good comparison is base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf @AskVenice, currently at around $1.45B market cap, while base:0x23a2847d772803f9efc64b4277b782b06296fe51 is still sitting at roughly $6.8M.
Obviously market cap alone isn't a thesis, but that gap is hard to ignore.
I'll write a full X Article when I get some time to properly explain why I hold base:0x23a2847d772803f9efc64b4277b782b06296fe51, what I like about the project, and where I think the opportunity is.
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Starting from zero.
This account is where I'll share what I'm watching in crypto: markets, tokens, onchain data, interesting projects and whatever else catches my attention.
No pretending I know where the market goes next. Just trying to find signal before the noise.
Let's see where this goes.
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