@railgun_project is a unique #prifi project that is about to launch v1 imminently.
It's token is $rail on $eth chain. The market is starting to take notice (we knew it would) and I'll go into why 🧵
🔹 overview
🔹 analysis
🔹 thesis
🔹 models
🔹 resources
It's token is $rail on $eth chain. The market is starting to take notice (we knew it would) and I'll go into why 🧵
🔹 overview
🔹 analysis
🔹 thesis
🔹 models
🔹 resources
/ overview
First, catch up on $rail
@brettpalatiello had a great overview while also covering @railgun_project progress through q1
First, catch up on $rail
@brettpalatiello had a great overview while also covering @railgun_project progress through q1
https://twitter.com/0xCha0s/status/1501737586867515396?s=20&t=liCRXp6TZhdb__X1giAe4g
/ analysis
There have been a few good analysis on @railgun_project
One of my favs is from @BowTiedNightOwl who covers fundamentals, pros/cons & potential
(he has a great substack too that's worth subscribing to)
There have been a few good analysis on @railgun_project
One of my favs is from @BowTiedNightOwl who covers fundamentals, pros/cons & potential
(he has a great substack too that's worth subscribing to)
https://twitter.com/0xCha0s/status/1491829136297533441?s=20&t=liCRXp6TZhdb__X1giAe4g
/ macro thesis
There are 3 pillars that I view as critical for 'crypto for masses' and most of my investments have been in these 3 areas. @railgun_project fits firmly in the 3rd bucket
🔹 decentralized stables
🔹 ux - simplified defi + gamefi
🔹 frictionless privacy <-- $rail
There are 3 pillars that I view as critical for 'crypto for masses' and most of my investments have been in these 3 areas. @railgun_project fits firmly in the 3rd bucket
🔹 decentralized stables
🔹 ux - simplified defi + gamefi
🔹 frictionless privacy <-- $rail
/ frictionless privacy
What does this mean? Current privacy solutions require you to jump through hoops. Bridging opens up risk vectors, complex mixers, do not support NFTs, etc
$rail allows you to interact natively with DeFi + NFTs, think 'incognito mode' 🧠
What does this mean? Current privacy solutions require you to jump through hoops. Bridging opens up risk vectors, complex mixers, do not support NFTs, etc
$rail allows you to interact natively with DeFi + NFTs, think 'incognito mode' 🧠
/ architecture
From a product architecture standpoint, it's designed to be middleware, offering businesses an SDK to integrate into existing workflows.
B2B integrations are high retention when done right. You see this in web2 with tools like stripe, salesforce, slack, etc
From a product architecture standpoint, it's designed to be middleware, offering businesses an SDK to integrate into existing workflows.
B2B integrations are high retention when done right. You see this in web2 with tools like stripe, salesforce, slack, etc
/ use-case possibilities
A few examples of possibilities that will likely be realities
🔹 wallets using incognito mode
🔹 mining/staking to wallet
🔹 DeFi offering 'privacy' native options
🔹 trading (institutional and retail)
🔹 nft privacy
All via $rail privacy SDK tools
A few examples of possibilities that will likely be realities
🔹 wallets using incognito mode
🔹 mining/staking to wallet
🔹 DeFi offering 'privacy' native options
🔹 trading (institutional and retail)
🔹 nft privacy
All via $rail privacy SDK tools
/ investors
Apparently @BarrySilbert and his @DCGco took notice and investing $10m will be $RAIL's first and best customer.
Integrating $rail into internal workflows, while also using it and introducing counter-parties as well
Apparently @BarrySilbert and his @DCGco took notice and investing $10m will be $RAIL's first and best customer.
Integrating $rail into internal workflows, while also using it and introducing counter-parties as well
https://twitter.com/0xCha0s/status/1486390907624640513?s=20&t=liCRXp6TZhdb__X1giAe4g
/ thesis
So in $rail you have a scalable #prifi solution:
↔️ multi-chain support
💰income in non-native tkns (.25% deposits / withdrawals) scales
✅ interact with DeFi, NFTs normally
🧐 $10m+ from anon investor to be revealed. First and best customer
So in $rail you have a scalable #prifi solution:
↔️ multi-chain support
💰income in non-native tkns (.25% deposits / withdrawals) scales
✅ interact with DeFi, NFTs normally
🧐 $10m+ from anon investor to be revealed. First and best customer
https://twitter.com/0xCha0s/status/1479651278556966914?s=20&t=liCRXp6TZhdb__X1giAe4g
/ income models
$rail income will depend on weekly volume, stake ratio, fee rate, token count.
v1 launches soon, so in the med term, *if* it can capture $1b weekly volume (1% of DeFi vol), at it's current stake rate is 86% apr on $3.50 $rail. $22k annual on 10k tkn investment.
$rail income will depend on weekly volume, stake ratio, fee rate, token count.
v1 launches soon, so in the med term, *if* it can capture $1b weekly volume (1% of DeFi vol), at it's current stake rate is 86% apr on $3.50 $rail. $22k annual on 10k tkn investment.
/ total addressable market
That's just tip of the iceberg though. The TAM for privacy is in the trillions, as most transactions in the future will likely be *private* by default vs *public* by default like it is now.
You don't want ppl knowing your net worth when buying coffee
That's just tip of the iceberg though. The TAM for privacy is in the trillions, as most transactions in the future will likely be *private* by default vs *public* by default like it is now.
You don't want ppl knowing your net worth when buying coffee
/ product adjacencies
And the current v1 is just the base network layer for @railgun_project. If it does fulfill it's promise as the *privacy middleware* layer, we will likely see privacy solutions like swaps, accounting, and other apps built on top for further potential
And the current v1 is just the base network layer for @railgun_project. If it does fulfill it's promise as the *privacy middleware* layer, we will likely see privacy solutions like swaps, accounting, and other apps built on top for further potential
/ resources
Hopefully this gives you a small view into @railgun_project . If you're intrigued, here are a few resources to do your own diligence
🔹 analytics
🔹 articles
🔹 community
Hopefully this gives you a small view into @railgun_project . If you're intrigued, here are a few resources to do your own diligence
🔹 analytics
🔹 articles
🔹 community
/ analytics
A community analytics dashboard was built to visualize adoption and fees. Keep in mind we are still in beta and my models earlier are based on projections, not current.
dune.xyz/setninja/RL-WIP
A community analytics dashboard was built to visualize adoption and fees. Keep in mind we are still in beta and my models earlier are based on projections, not current.
dune.xyz/setninja/RL-WIP
/ articles & reading material
blog - medium.com/@railgun_proje…
intro podcast -
blog - medium.com/@railgun_proje…
intro podcast -
https://twitter.com/0xCha0s/status/1491954118591668230?s=20&t=liCRXp6TZhdb__X1giAe4g
/ community
The community is on their official discord and telegram, so best to engage there, but here is a shortlist of $rail community on CT
@railgun_project - official
@tsu_kareta - biz dev / janitor
@WesleyDunow - community
@crypto_condom - updates
@farmerdbrown - updates
The community is on their official discord and telegram, so best to engage there, but here is a shortlist of $rail community on CT
@railgun_project - official
@tsu_kareta - biz dev / janitor
@WesleyDunow - community
@crypto_condom - updates
@farmerdbrown - updates
/ sharing means caring
If you thought this was useful or interesting, would love a share of the original thread linked below. Privacy is for everyone 👇
If you thought this was useful or interesting, would love a share of the original thread linked below. Privacy is for everyone 👇
https://twitter.com/0xCha0s/status/1515677088568823819?s=20&t=wUL1UCaZH2mC9xL1iZOSjg
/ TA community member
And how could I forget early $RAIL investor and resident TA guru @IrnCrypt
And how could I forget early $RAIL investor and resident TA guru @IrnCrypt
https://twitter.com/irncrypt/status/1507124897327337476
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