Crypto x AI = Freedom | Subscribe at https://t.co/rGExwMLwvZ for my latest research | Former @Delphi_Digital, medicine
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Oct 17 • 11 tweets • 4 min read
We wrote 2,941 words on @autonolas, summarizing our weeks of research.
TL;DR: The future belongs to a billion AI agents.
As AI agents scale and use cases explode, the Olas growth flywheel kicks in and propels it to new heights.
A few quick points: 👇🧵
Olas's bold mission is to unleash an ocean of autonomous AI agents, owned by users like you & me.
They've built a robust framework for decentralised multi-agent economies to thrive
We haven't seen an up-to-date report on their progress since the hype earlier in the year, so we rolled up our sleeves and did it ourselves
2/x
Oct 9 • 15 tweets • 3 min read
Crypto AI = Vaporware?
Many think Crypto AI is at the peak of inflated expectations. Several protocols are at $1B+ valuations.
I disagree. The peak is still far off.
We're headed towards an infinite future: 👇🧵
The consensus view underestimates the sheer scale of the opportunity ahead. We haven’t hit mania territory.
Ask around—how many people really understand Bittensor?
I believe it'll be another 1–2 years+ before we see a true peak in Crypto AI.
Oct 3 • 18 tweets • 5 min read
Every decade brings transformative investment opportunities that seem foolish—only to later prove visionary.
Many are fading crypto AI.
But after countless hours of deep thinking, I'm convinced it is such a massive underdog opportunity.
So I wrote out my thesis:
Savvy investors and founders always want to be riding the waves of change.
To catch the biggest waves, we need to look for places where multiple major currents converge.
This means identifying huge secular technology trends
Feb 29 • 10 tweets • 3 min read
The countdown has begun.
$2B+ in TVL gets unlocked on @Blast_L2's mainnet launch today.
Here are the most useful threads I've found on Blast (+my personal thoughts):
Earlier, Blast held a 'Big Bang' competition for new projects launching on Blast.
There were 47 winners out of 3,000+ teams.
@jenndefer breaks down the 'Big Bang' winners in this extremely informative video. I learned a lot.
Token price is down only. Haters are out in droves.
But herein lies the opportunity.
Let me describe exactly what I'm watching for.. 👇
Many @blur_io takes are focused on where it is today.
But I think it's important to pay attention to the future.
There are 3 positive catalysts ahead that could rekindle interest in a big way.
/3
Aug 3, 2023 • 11 tweets • 3 min read
The killer feature that hooked me onto Bitcoin Ordinals: Recursion.
When I finally understood Recursive Ordinals, it blew me away.
I'll tell you all you need to know in a few tweets, and why it's a game-changer: 👇 2/ Before Recursion, Ordinals were like islands - isolated and limited.
You could inscribe text, images, and code, but they couldn’t interact with each other.
tbh that wasn't too interesting to me.
Jul 11, 2023 • 10 tweets • 3 min read
Vietnam has the highest crypto adoption rate in the world.
A 98M population country, with almost 50% of people having used crypto before.
A few things I've learned from my trip to Vietnam 🧵👇 2/ When you're in Vietnam, there's an energy, vibrancy that you feel.
People are young and willing to hustle.
Language is still a barrier, but locals who can converse well in English will go very far internationally.
Jun 16, 2023 • 12 tweets • 4 min read
Everyone's talking about The Goose.
It's the Mona Lisa of NFTs.
Here's why, and everything about yesterday's landmark $6.2M sale: 🧵👇 2/ The Mona Lisa, with her enigmatic smile and timeless allure, has become more than just a masterpiece of Renaissance art.
She's a symbol, a beacon of artistic achievement that transcends cultures and time.
May 30, 2023 • 22 tweets • 12 min read
Spent an extraordinary amount of time in NFT finance this year (research, working with teams etc).
Firmly believe that the sector is poised for explosive growth.
But founders are in a difficult spot now.
My weekend thoughts on what's going to happen next: (1/21) 2/ The total addressable market for NFT finance (lending as the backbone) is small and shrinking today
On eth, there are ~69,000 weekly NFT traders: a proxy for potential NFT lending users today (I will explain why in a substack post)
It's dropped 60% from January this year.
May 25, 2023 • 14 tweets • 14 min read
"Solana Summer" might be late, but it's in full swing in 2023!
The @solana NFT ecosystem is flourishing, with new protocols launching tokens and NFT floor prices on the rise.
Here's why, and what we're excited about (Part I): @solana 2/ As we delved into earlier this year, @solana is now the second-largest NFT ecosystem, just behind Ethereum.
We predict robust NFT development & trading activity on Solana throughout 2023.
Apr 27, 2023 • 25 tweets • 12 min read
Why selecting the right distribution model can make or break your NFT project.
(And how you should be thinking about it)
// THREAD // 2/ Unlike fungible tokens that govern a separate product, NFTs are often the product themselves (e.g. art)
Supply and demand have to match, a prerequisite for stable and rising prices.
A large mismatch in supply and demand results in price volatility and an unhappy community
Mar 21, 2023 • 15 tweets • 10 min read
AI art has been booming, with some NFTs selling for 5-digit sums.
It's a $75M industry today that could easily expand to $10B+
One AI project especially caught my eye. Here's why:
(1/14) 2/ With the ability to create original pieces indistinguishable from human artists, generative AI is opening up new possibilities for creativity
BUT instead of just collecting AI art, what if you could own the AI artist instead? 🤔
Mar 6, 2023 • 24 tweets • 8 min read
I spent hours this weekend digesting @davidzhorvath 's substack. It's an absolute gem.
Made me completely rethink my thesis around NFTs, especially PFPs.
Here's why, and my key takeaways: 🧵
FYI David Horvath is the creator of the well-known @uglydolls characters, an enduring brand of 20+ years.
And more recently, Bossy Bears — now a Nickelodeon series.
***Below are notes I took while reading his blog, interspersed with my own interpretation/thoughts
/2
Mar 2, 2023 • 7 tweets • 5 min read
Took some time to curate the February NFT highlights.
A quick recap of the key trends worth paying attention to 👇 2/ Highlight for Feb was the launch of BLUR, intensifying the fight between @blur_io & OpenSea ⚔️
- $240M+ worth of tokens were airdropped to 110,000 recipients
- Kicks off bid farming craze
- Highest level of liquidity for NFTs, ever
Seeing a lot of takes on how @blur_io is eating up OpenSea / Blur has the best product / @opensea is going to 0
I don't think so. Many arguments are flawed.
Here's why: 👇
2/ BTW, I have deep respect for @blur_io & @PacmanBlur's execution . They've gone from nothing to hero in the short span of a few months.
There's lots to be excited about.
My aim is to steel-man counter-points to balance out CT's views
Feb 16, 2023 • 15 tweets • 7 min read
The Blur airdrop, Bitcoin NFTs & Open Edition meta show how everyone has the chance to make it in the NFT space, as long as you pay attention and stay engaged.
My thoughts on Blur & what I'm personally doing: 2/ Marketplaces are great businesses and make good money no matter what the flavor of the month is for NFTs.
If you believe that NFTs will be a $1T+ asset market in the future, owning a piece of the top marketplaces makes a lot of sense.
Feb 14, 2023 • 13 tweets • 8 min read
I wasn't a huge fan of Solana NFTs
But over the past few weeks, I spent a lot of time immersed in the @solana NFT ecosystem and it has changed my views.
Here's what convinced me that it will grow and thrive: 🧵👇 2/ Solana has grown significantly, doubling from 6% to 14% of total NFT sales volume in less than a year.
NFT sales volume on @solana has significantly outperformed chains like Ronin, Avalanche, and Flow, which were hot a year ago
Feb 12, 2023 • 12 tweets • 8 min read
Happy weekend, my frens — it's time again 🥳
Identifying narratives, gaming, fashion & more
My top 10 list of must-read NFT tweets/threads from this week (12 Feb):
1) @1kxnetwork shows how NFT lending is still largely retail-driven and concentrated in a few top collections
Everyone's caught Ordinal fever and having fun with Bitcoin NFTs.
So I hung out in shady discord groups and google sheets. Digested the implications of all of this.
Here's what I think will happen:
All of the activity right now is from:
(1) tinkerers experimenting with new tools available to them (2) crypto speculators trying to grab a piece of what they believe is going to be a valuable historical artifact in the future.
Bitcoin NFTs, private botnets & NFT grifters, and more
My top 10 list of must-read NFT tweets/threads from this week (3 Feb):
1/ @pandajackson42 investigative masterpiece on how Blur bypassed OpenSea's blocklist