washed retweeted
I think the AI/crypto meta from 2024 is gonna get run back except this time it’s real. Actual products and use cases and solutions.
It wasn’t real in 2024. It was all fake bs.
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kinda funny how we went from everyone thinking chains wouldn’t matter this cycle to chains mattering so much that they act as friction and ppl will straight up avoid buying good things because of the chain they’re on
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potential 0->1 moment for the ai x crypto narrative and chart looks like this but it’s on mainnet so ppl don’t wanna buy
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washed retweeted
Here is my thesis for $IMD:
-$UMA is a dumb way to do oracles and humans are dumb.
-It still peaked at a $2B marketcap.
-$IMD uses AI to settle oracles and do other tasks
-It is at only a $23M mcap.
IMD.fun
The end.
Right now during beta we have 71 daemons connected to the network providing compute to finish 62 tasks
Each worker can run how many agents? (limited by codex/claude and their PC)
Also you can use the oracle for meme apps that weren't possible until today
If you want to build something cool in the intersection of agentfi pm me
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don’t really have a high-conviction concentrated bet for this, but I think there’s a really good trade somewhere at the intersection of nfts and tokens
tokens dominated last cycle, while nfts did nothing. tokens as a trojan horse to get ppl interested in nfts again makes a lot of sense imo, kinda like how memefi acts as a trojan horse for tokenized stock adoption
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I have this silly belief that NFTs > coins this cycle, viewed through the lens of game selection
Maybe I write something longer form abt this. I’m probably retarded and wrong but I have a tendency of being too early on trades and end up being sidelined cus i was impatient
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fwa and imd are two of the coolest things being built onchain but since they’re on mainnet no one’s paying attention to them
feels like this might change soon
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Cult coin trade but this time the goal is getting board seats at publicly traded companies
AI coin trade but this time the tech is good
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guy who rambled about options onchain all bear market is sidelined on drv
gib entry pls
Friendly reminder that onchain options are the next thing to look forward to
In volatile times like this, being directionally correct is only one part of the equation. Execution has became increasingly difficult, so if you have a high conviction bet that you don’t want to be wicked out of options are your friend
Both perps and options have valid use cases, but our space limits you to one of these choices atm
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the explorer is crazy
explorer.imd.fun/
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meta is find the gayest coin possible and sell on uni's head when he apes and drops his thesis
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after some readjusting ive decided that the spots are a shiba inu attempting to get a board seat, pepes armed with AI, and reddit but productive
hopefully no more repositioning is required from this point forward
big week
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washed retweeted
Zero-human companies were a whole season in the AI meta. Uniswap v4 hooks are one of the few actual DeFi primitives that got their own season. $IMD is the overlap:
Reflexive, 0-employee memetic company built out of v4 experiments by the Fren Pet dev (@surfcoderepeat)
It is a v4 marketplace meant to be run by agents, with a launchpad for v4 experiments attached to it. Those coins pair to IMD. The reflexivity is clear:
If experiments are cool / useful, people buy the child coins. To buy the child they have to buy IMD
To understand how this works we have to look at the 3 layers that build out the pipeline / company:
Layer A: IMD/ETH pool (POOL4)
The parent pool that uses a LP that runs itself through a v4 hook. Nobody else adds liquidity. This works through a flexible cap
If someone buys IMD, IMD is pulled out of the pool, and the cap is adjusted down. If someone sells IMD, the LP gets richer in IMD. If that amount goes above the cap, the excess gets trimmed
Trimming is not selling. It just pulls out the surplus IMD and the corresponding ETH. This leaves the price unchanged and allows for value accrual. Per 100 trimmed, 85% gets burned, 4.5% goes to stakers, and the remainder to the reserves
What happens to the ETH that was trimmed? It is posted as one-sided ETH LP. In other words, it creates a buy wall. Dump into it and the wall buys IMD.
Layer B: Launchpad (POOL4 mechanics)
Buys get routed through IMD. User sends ETH → ETH/IMD POOL4 pool → IMD into coin’s curve → User receives the coin
That also means that community coins move as one.
Buy any community coin. Buy IMD so POOL4 moves. Every other child’s ETH mark ticks up as a consequence
If children print, POOL4 does volume, trims, burns, and the wall gets thicker.
Layer C: NFT & AI Agent Factory
The factory is a job board that ships v4 product ideas (experiments). NFT holders work in a swarm to build out these ideas (new hook / prodyuct / app / usecase)
Best thing here is that the product can ship with a token. That token can pair to IMD. Then you are back in Layer B, which hits Layer A (Loop4 mechanics)
The factory’s job is to keep shipping things people will trench so the loop doesn’t starve
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All three layers are connected. New hook or app (Layer C) can lead to a token paired with IMD (Layer B) which has a effect on POOL4 mechanics (Layer A)
v4 experiments are just starting to get noticed (@DineroDom0 talks a lot about this and shares his view on how early we are on v4 hooks). If this loop / company works as intended, the snowball effect will be huge and widely noticed
I am willing to take the @surfcoderepeat side of that. What if it all works out
(PS: Thank you @notwashed & @0xuberM for the info / making me read past the ticker)
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