Dripto

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Dripto

Dripto

@dr_dripto

here to have fun

가입일 Aralık 2020
8.7K 팔로잉10.5K 팔로워
고정된 트윗
Dripto
Dripto@dr_dripto·
Why I think $TNK is worth > $2 billion mc. 1. Unique Local-First Architecture: Trac Network's blockless, headless crypto design enables true peer-to-peer execution for AI agents and apps, reducing centralization risks and outperforming cloud-dependent rivals like $TAO or $FET, positioning it as a foundational layer for agentic AI worth billions. 2. Bitcoin Integration via TAP Protocol: Seamless self-custody smart contracts on Bitcoin unlock massive liquidity and adoption in the BTC ecosystem, creating real utility for UTXO and Ordinals data processing, with potential to capture a share of Bitcoin's $1T+ market. 3. Revenue Flywheel: $TNK powers validators, gas fees, governance, node sales, and HyperMall payments, tying token demand to actual network usage and revenue generation, unlike hype-driven tokens, supporting sustainable growth to $2B+ MC. 4. Agentic AI Leadership: Building p2p communication layers and local gateways for AI agents (e.g., Intercom apps) addresses exploding demand for decentralized AI coordination, with ecosystem tools like Moltbook and OpenClaw driving viral developer adoption. 5. Rebranding and Migration Momentum: Transition from $TRAC to $TNK streamlines focus on AI and p2p, with 1:1 staking migrations and validator onboarding creating scarcity and early revenue proofs, mirroring successful rebrands that 10x-100x in value. 6. Enterprise-Grade Use Cases: Embedded in supply chain, healthcare, and compliance via Decentralized Knowledge Graph (DKG), with real-world pilots (e.g., U.S. imports, EU sandbox), providing verifiable data for AI, far beyond speculative narratives. 7. Exponential Ecosystem Growth: Ongoing vibe competitions, app forks, and tools like IntercomSwap foster rapid builder community (70+ protocols), accelerating network effects and transaction volume, akin to early Solana or Ethereum scaling to multi-billion caps. 8. Market Timing in AI+Crypto Narrative: As AI agents and p2p tech boom, Trac's edge in privacy, sovereignty, and cross-chain settlement positions it to lead a $100B+ sector, with bull-case estimates scaling from current $5M MC to $2B via adoption flywheels. 9. Low Supply and Scarcity: Fully circulating 15.6M supply with no inflation ensures direct token appreciation from usage spikes, combined with BTC revenue sharing for nodes, creating deflationary pressure in a high-demand environment. 10. Comparative Valuation: Peers like $TAO ($3B+ MC) and $FET ($2B+) trade at premiums for similar AI infra; Trac's superior p2p focus, Bitcoin ties, and real revenue justify catching up, especially with undervalued current pricing at 400x upside potential.
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Dripto
Dripto@dr_dripto·
Are you an OPNETARD?
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새달🛰️
새달🛰️@OryB23904·
나 좀 불쌍하다고 해줘라 왜 나는 안 불쌍하게 보는거야 😡 빨리 불상하아고 해!!!!
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shira.sats
shira.sats@shira_sats·
no wonder it’s called VIBE coding coz this ain’t the vibe
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새달🛰️
새달🛰️@OryB23904·
$salt 는 5달러 찍으면 날라갈거 같은데…. 지금 팔면 babo
GIF
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shira.sats
shira.sats@shira_sats·
gm I love TikTok 🥹 134k views in 10 hours what a time to be alive
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Moon
Moon@Moonis666·
원하는 수량의 절반씩은 모았음 TSGME
Moon@Moonis666

@gmpnavi Tsla Satl Gme Mrna Eth

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Rocketesla
Rocketesla@rklb_invest·
$SATL 오늘도 소금은 달리는 중. 아래 2025년 4분기 실적발표 총정리. 우주 산업은 '로켓슬라'
Rocketesla tweet media
Rocketesla@rklb_invest

🚨 $SATL 2025년 4분기 실적발표 총정리 아티클 [로켓슬라 소금 특별 아티클모음 ] 아래 주소를 누르면 아티클로 넘어갑니다. 1. 소금(SATL): 2025년 4분기 실적발표, 이제 드디어 모습을 갖추다. x.com/rklb_invest/st… 2. 소금(SATL): 2025년 4분기 어닝콜 Q&A 해석 x.com/rklb_invest/st… 번외편. (1/23) 소금단에게 바칩니다. x.com/rklb_invest/st… 개인적으로 1편을 살펴보고 2편을 곧바로 보시는 걸 추천드립니다. 2편이 훨씬 중요합니다. 소금 주주라면 반드시 읽으셔야합니다. 이번 소금 실적발표는 주주들에게 굉장히 특별합니다. 이전의 IR Releases 수준이었던 실적발표가 아닌 모두가 기대하던 earnings call이었기 때문이죠. 그래서 반드시 Q&A 세션에 대한 분석이 필요합니다. 드디어, 주주분들이 기대하면 '정상적인 기업'의 모습으로 발전하고 있습니다. 조금 아쉽지만 곧바로 S-3 공시를 제출하면서 2억 달러 규모의 자금 조달 프레임도 동시에 나온 상황입니다. 그렇기에 지금 주주분들은 satellogic이라는 기업이 어떻게 돈을 벌고, 어떤 비전을 제시하는지 정확히 이해하셔야 합니다. 앞으로 satellogic은 강력한 네러티브를 밀면서, 상당한 증자를 할 수 있습니다. 오늘 실적발표는 이 점을 미리 예습하는 과정으로 삼으셨으면 좋겠습니다.

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Galno 갈노🛰️
Galno 갈노🛰️@Gala_Noder·
힘들다. 갈레발 참기. 도와줘. $SATL
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Loveleebaddie
Loveleebaddie@RachelL11179070·
파파이스치킨
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Dripto
Dripto@dr_dripto·
Bought Model Y. Barely drove manually and my safety score on braking is very low because I do FSD in mad max mode and what DJ says happens @elonmusk
DJ@congressdj

@sunny051488 @elonmusk Ironically, if I manually drive all the time it would be fine. It’s when you disengage from FSD, which is typically in Mad Max mode for me. So right off the bat you’re dinged for speeding, tailgating, and hard braking. That’s what needs fixing. The disconnect.

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Dripto
Dripto@dr_dripto·
$RKLB 와 $SATL 이 하나 되는 순간
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DAMBI
DAMBI@doodlely213·
대부분 크게 망한다. 너만 피해갈수 있는 그런건 없다. 대신 그 피가 내 피라해도 매수해야한다.
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Dripto
Dripto@dr_dripto·
@Lfg0x1 @opnetbtc You don't need $TNK to build or play on Trac network but you certainly can.
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Dripto
Dripto@dr_dripto·
I have to say @opnetbtc seems to be the best Bitcoin L1 execution layer by a mile. Opnet > Tap from Trac Network > Ordinals Tap is a better version of Ordinals. Opnet is a completely new true Bitcoin L1 execution layer. Trac Network still is the unique and probably the only L1 in the rising p2p space with an incredibly high ceiling but the Bitcoin L1 is won by opnet.
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Dripto
Dripto@dr_dripto·
@Lfg0x1 @opnetbtc I agree that if you want bitcoin l1 btcfi you want that. Trac is just a separate L1 Nothing to do with btcfi.
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Dripto
Dripto@dr_dripto·
@Lfg0x1 @opnetbtc This is why keep an open mind & look into it. Trac network ≠ SlowFi or BTCfi. It evolved into something truly distinct. Only TAP protocol is BTCfi. I love OP_NET, but anyone on either project who's not open-minded ain't worth arguing with.
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Lfg0x1 (🐈‍⬛, 🛵, 🍊,💊)
@dr_dripto @opnetbtc they are both dead - why would I go into that ecosytem to get what I want and pay their fee when I can use $btc as Ihave it and somene will come build same thing and change fee% - that's it - that model is dead. New model - user first & profit.
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Dripto
Dripto@dr_dripto·
Clear misunderstanding I would agree their comm and marketing suck I like both projects for different reasons You need to see what they are doing with Trac ($TNK) now. Tether is heavily interested in p2p space and nobody actually picked it up. Trac is ahead of time But as far as Bitcoin L1 is concerned. Opnet killed it. Tap's only value is in $NAT
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Lfg0x1 (🐈‍⬛, 🛵, 🍊,💊)
@dr_dripto @opnetbtc nothing has ever grown because they all had extractive tokens. Incententives rule the world and any ecosystem with a token by default farms the users who come in. As a result, the incentives not aligned and nothing cool. With @opnetbtc using $btc - dead networks are buried.
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Dripto
Dripto@dr_dripto·
Trac as in idea regarding Tap protocol, yes it peaked and clearly not as good as opnet. Trac Network is a completely different project right now I think both opnet and trac network are underrated so much. Opnet as bitcoin l1 Trac network as local first p2p and ai agentic platform.
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