adam endean

145 posts

adam endean

adam endean

@AdamEndean

Katılım Ekim 2012
684 Takip Edilen62 Takipçiler
adam endean retweetledi
Prop Bomb 🏝️
Prop Bomb 🏝️@PropBomb·
GET THIS FREE PLAYER PROP IN!! 🔥 1u - Jared McCain (OKC) OVER 7.5 Points (-130 @ FD) ❤️ LIKE + REPLY IF TAILING!! ⤵️ Nice spot to buy back some McCain stock. With the Lakers ruling out their big-3 of Luka, LBJ, and Reaves + a 18.5 spread looming, this should quickly turn into a game that OKC likely cruises, and SGA rests the entire 4th quarter. Jalen Williams is OUT tonight, which opens up more primary scoring with the reserves next to Ajay Mitchell. According to CourtIQ, McCain averages 9.8 PTS Per-15 w/o SGA and J-Dub. #PlayerProps
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𝙋𝘼𝙉𝙄𝘾
𝙋𝘼𝙉𝙄𝘾@panicselling·
save your stamina, long year ahead
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gainzy
gainzy@gainzy222·
Therapy hour with gainzy coming back soon streamed on pump fun
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DeFi^2
DeFi^2@DefiSquared·
Seems like a lot of people haven't fully pieced together why Virtuals is one of the ecosystems experiencing aggressive vertical accumulation right now, so I'll go into it in depth: Typically this occurs when funds and VCs lack exposure despite a clear narrative, resulting in a consistent and price insensitive catch up bid. In this case, due to the project’s last raise being in 2021 before pivoting to AI, many of their VCs vested and sold their allocations prior to this cycle, likely believing it was a dying gaming project. This is perhaps one of the craziest pivots I've seen in the space, because now by practically all metrics including ecosystem growth, sophistication of tech, and a significant first mover advantage, it is likely to be the central pillar of the entire agent meta. The value model here is on par with top L1/ecosystem pricing, because VIRTUAL is the currency for all pools and fees of the ecosystem, while simultaneously being the forerunner of a completely new meta. In other words, this essentially checks every box that funds are looking for: a liquid ecosystem play that is the leader of a massive/innovative new narrative that is likely only going to grow from here. Common consensus from analysts I've talked to seems to be that pricing should at least be on par with networks like Bittensor in the short term. Due to how long its been under development, the tech here is extremely comprehensive. I mentioned previously that I would cover it a bit more in depth, so if you’re not interested in the technicals, feel free to skip this section. At a high level, it operates as a modular system where each component to be customized and improved freely. The onchain components include the following: - Agent Tokens: ERC-20 tokens with taxes on swaps going to buyback and burn the tokens. - Contributions: All validated contributions to an agent are stored as NFTs in the Immutable Contribution Vault, allowing a historical record of key contributions to be kept onchain. - Governance: Voting power is held by LP stakers, allowing them to validate contributions as part of the agent subDAO mechanism. - Revenue flow: As agents get used in third party apps, inference payments are made in VIRTUAL to the agent wallet. And the off-chain components include: - GAME framework: One of the unique selling points enabling agent-to-agent interaction. Also allows agent builders to fully distinguish their agent with custom functions to add different specialized skills. Akin to a marketplace of services, provided by different agents via permissionless API (with an onchain pricing) - Model inferencing: Using a mixture of centralized and decentralized GPUs for optimal latency. Essentially, the setup allows for agents to be limitlessly creative and interactive, which will lead to future agents that are exponentially more advanced / creative than what we’re already seeing. In the short term, I think it's likely we see new economies emerge from users and agents transacting with other agents, who are able to offer insights and services in exchange. The current Virtuals agent tech has been live for about 1.5 months, and during this time has seen 11,600 agents created, $1.5B in trading volume across agents, $25M of protocol revenue, and 175,000 unique wallets holding agents. With individual agents in the ecosystem already fetching market caps in the hundreds of millions, the current valuation of the ecosystem token still seems likely to be significantly undervalued. Similar to L1s, all agents are paired with VIRTUAL in liquidity pools, and VIRTUAL is used to pay for computing and other fees on the network too. Meaning that ecosystem growth directly fuels the buying of the ecosystem token itself. Additional upside remains from the fact that the token still hasn’t been listed on Binance or Coinbase spot markets yet, and has proven tradfi attention, adding to the already asymmetric nature of the play.
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DeFi^2@DefiSquared

Over the last few days I’ve acquired a sizable spot position in Virtuals. This was one that I mid-curved until recently, but after reevaluating the tech and positioning that it holds in the future of AI agents, I believe it should be priced closer to how L1s are for their respective ecosystems. At this point there are now over 150,000 wallets holding various Virtuals agent tokens, and the protocol is already averaging nearly half a million dollars a day in daily revenue. Clever Virtuals agents like AIXBT are already individually boasting $200M+ market caps, but what stands out to me is that with the extent of modularity to which the system is designed, we likely haven’t seen anywhere close to the peak of interesting agents that will be created here in the future; and there are very few limits on how they can be trained and where they can interact. If there’s interest, I can dive deeper into the tech that stands out to me in a follow-up post.

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adam endean
adam endean@AdamEndean·
@LucaNetz has a screenshot been taken or is it just whoever is holding a pudgy at the time of token drop?
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Luca Netz 🐧✳️
Luca Netz 🐧✳️@LucaNetz·
Pudgy Penguins Ecosystem update: Tomorrow, at 8am EST the Pudgy Penguin $PENGU claim goes live for eligible participants. Learn more below:
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Mayne
Mayne@Tradermayne·
$4000 for 1 $ETH Closed this trade for 7000% ROI. $300–>$21,000. Someone who likes and RTs this gets half of the pnl.
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Raoul Pal
Raoul Pal@RaoulGMI·
$SOL - been quite the ride so far from the low to new all time highs. Plenty more to go.
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adam endean
adam endean@AdamEndean·
@Tradermayne Do u still have redacted account for low cap shit that goes to 6Ms ?
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Mayne
Mayne@Tradermayne·
Lots of ppl will manage to underperform an up only market, some will even lose money. The main culprit being leverage. Don’t give your coins away bros, they can’t take them if you don’t use leverage.
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Steve 🚜
Steve 🚜@SuperSteveFarms·
Help a fren. got some extra cash. Which one of these two.
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Steve 🚜
Steve 🚜@SuperSteveFarms·
Let's have fun. My portfolio has 8 coins. The first one who can guess exactly which ones, gets $80 worth in one of the coins. Bonus: If you can guess the exact order by $ value, I'll double it. If you know me IRL, you cannot participate. Go.
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Andy
Andy@LetsTalk_FPL·
GW1 🔒 Forced Fernandes in and last minute switch of Robinson to Quansah. I already hate my team 🤣 Anyway, the real work starts here...
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Raoul Pal
Raoul Pal@RaoulGMI·
Time to do that painful 3 to 4 day shuffle again to get fiat from my bank to add to crypto... #firesale #DFTU
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hdf
hdf@PaikCapital·
monthly perspective on our favorite coin ltf will undoubtedly shake you out htf super power $SOL
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Elon Musk
Elon Musk@elonmusk·
Elon Musk tweet media
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Steve 🚜
Steve 🚜@SuperSteveFarms·
Perma bull posting for a sec. Memes specific. Back of the napkin math that no one can easily digest today, but here goes. Memes are currently 1.85% of the entire crypto market cap. By the end of the bull market sometime next year, I think it's safe to assume it goes at least to 5-6%. If the entire space goes to 10 trillion, this puts memes at 500b+. Let's go conservative and assume just 400b. Now think what that looks like for the major ones. I'll allow 150b for $doge + $shib. 250b for the rest. Dogs do half of it sounds about right to me. Probably more, but let's go with a modest 50%. That's 125b for dog memes, not including last cycle's majors. If this half retard napkin math is correct, think about the valuation of $wif, $bonk, $floki, $billy etc, sharing a pie of $125b. Much much higher we go is what I think happens. The path to get there is tiring and crazy. I can be wrong. (If me of 2022 read this post, he'd be ashamed tbh)
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DN
DN@DN_Founder·
Elon wif hat
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Arthur Hayes
Arthur Hayes@CryptoHayes·
"Mayday" is a brief discussion on the recent Fed, US Treasury, the bank bailout policies. It's money printing disguised. As such, I'm re-entering the market with super shitty shitcoins. The Hat Stays On! cryptohayes.substack.com/p/mayday
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Raoul Pal
Raoul Pal@RaoulGMI·
The Pause That Refreshes... 1. Bitcoin
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