FoFan

$POD - is the @dphnAI's and @AskVenice's bet on Uncensored AI models. I don't know why no one is talking about it. - The General Info Dolphin is an AI Lab, which developing uncensored models & distributed inference. They are already built the most powerfull Uncensored AI Model Yet - Dolphin Mistral 24B Venice Edition. Dolphin Mistral 24B Venice Edition is available as “Venice Uncensored” in the model dropdown and is the new default on the Venice platform. The model is leading by the Censorship Refusal Rate, with only 2.2% of refusals. For example, Grok has 26.67%, Claude Sonnet 3.7: 71.11%, GPT-4o-mini: 64.44%. - @AskVenice & @opentensor & @TargonCompute To develop the model Dolphin brought together Venice and Subnet 4 @TargonCompute for compute power, the model was trained on the subnet. Venice played a role as co-fine-tuning partner, platform integrator, and release coordinator. Finally, we see a development of real unique model fully via DeAI. CryptoAI narrative fits the best here. - Founder and @a16z grant Dolphin, founded by Eric Hartford (@QuixiAI). He started working on Uncensored models since 2023 and launched his first model "dolphin-llama2-7b" in 2023. It was at that very time that he received backing from a16z and @pmarca to develop Uncensored LLMs. a16z supported 8 open-source developers, and Eric Hartford was one of them, alongside @NousResearch and other top devs. - Onchain Research Total Supply: 500M POD Real Circulating: ~39.6M POD (7.9%) Team controls: 444M POD (88.8%) Market Cap: ~$1.46M | FDV: ~$18.4M Team controls most of the supply on Team's Multisig wallet and Treasury wallet. The real circulated supply is too low and easy to pump. If you look at the @nansen_ai list of holders for this token, you’ll see >20 holders who each hold >10k worth of $POD. A dozen whales with >$100K balances. There are 5 wallets with >$1M holding $VVV alongside high-conviction plays like $AERO and $DAI. These aren't low-cap gamblers, they only move on assets with clear rationale. I’m even see one smart holder who got 20x on an under-radar $DONUT ponzi play in December. - Liquidity Pool (2.5M -> 800K) At its peak, the pool had $2.5M in liquidity - deep enough for smart whales and insiders to load up without moving the needle too much. On April 27, volume hit $1M with zero CT mentions - the price only rose 79%, allowing major players to enter unnoticed. Then the shift: on May 2, the team pulled liquidity down to $800K. Now, you have a concentrated group of high-balance conviction holders sitting on a token that's primed for a vertical move. With a lightened pool and a solid thesis. - My view This token is probably the best bet after $VVV on Decentralized AI with real use case. With @AskVenice backing it can go to hunderd of millions in FDV. Models developed by Dolphin has over 4m monthly downloads on Hugging Face. Add to that the following planned updates: - Launch of the Inference API; - Launch of subscriptions with different tiers of access to the services provided on the network. 100% of revenue will buy and burn $POD. When earnings < node rewards, emissions are there to cover the difference. When earnings > node rewards, the protocol is profitable & excess rewards will be distributed to $POD stakers to grow their relative share of the network. Real Product Usage + Backing by Venice + Founder which got grant by a16z + big buys with zero mentions on CT + Revenue model which focused on token growth + Zero Hype yet. More info, proofs and screens you can see in the comments to the tweet. This is the second very detailed research after $ZOE, gonna write up more and more when interesting projects occur.

love such dips, because they give an opportunity to find the sctrong plays, before their run. if the token holds strong on such local dips like that on base, then there are more chances to see the token run hard.

@sjdedic waiting to see virtual above 1$ again and $deus above 0.2$ on 27th may hope the liquidity will hear my words

this might be the first altseason I have ever seen where the tokens pumping actually deserve it I'm proud

$HermesOS - attention play on the Hermes agent hype. - The General Info @HermesOScloud is an managed AI agent hosting platform on Hermes. In simple terms: it helps you to deploy autonomous AI agents in under five minutes on Hermes. Holding even 1 $HermesOS gives you a basic acces to the basic compute (0.5 vCPU, 1GB RAM). More in holdings - much better tier plan. With the better tier plan, you get more features - in other words, everything built around the Hermes Agent. - Hermes Agent hype Hermes by @NousResearch is currently the #1 open-source framework by daily usage. Hermes is outperforming OpenClaw mainly because it’s easier to use. As one article put it: "Hermes is a Honda, OpenClaw is a Ferrari - Ferraris are harder to master, while Hondas are built for the masses, so adoption is naturally higher." This mirrors the early OpenClaw hype, when multiple zhc projects and narratives formed around it (e.g., $ClawBank, $InstaClaw and other), all centered on the OpenClaw ecosystem. With Hermes, the closest equivalent right now is $HermesOS - the main project built around Hermes Agent with its own token, and likely the first thing people focus on because of the recognizable name and token. - Founder @Wayland_Six is quite a strong founder, as he builds day by day. What interests me most isn’t the partnership itself, but @ErikVoorhees (founder of @AskVenice) and their direct connection. Erik wanted to discuss Hermes OS and Venice, in this scenario, $HermesOS could even be seen as a beta play on $VVV. We’ve seen similar patterns before - for instance, @StrikeRobot_ai pumped on partnership news with $VVV - so something similar could happen here if there were talks. - Onchain Research On May 9, there was a major pump on $HermesOS: in a single day, it grew 5x, and the total daily volume exceeded $1.8M. The reasons for this pump are that Hermes Agent became the #1 by token usage on OpenRoute, which drew the crypto community’s attention to the token. Most interestingly, on that day the net inflow from wallets that entered and bought tokens worth more than $2k totaled $118k, which is very strong. - My view $HermesOS is a play on the attention around the Hermes by @NousResearch, and maybe it does have some kind of connection to Venice. If a partnership is announced, we can expect the token to pump as strongly as the $SR did. Still, I think Hermes is exactly the kind of token that is driven only by attention to the Hermes agent, which is currently hyping because of its features and its ease of use compared to OpenClaw. Hermes by @NousResearch and Venice are on the same level on distribution to non-crypto users right now. Maybe this will be a new beginning of narrative, since Hermes is ultimately the product built by a crypto project.

@bigwil @virtuals_io so, after the ama session what is your prediction on $deus fdv at tge date?

Virtuals Upcoming Agent Tier List (Week 52) ➥ Another part of what is a massive few days for me personally, here's to a full year of weekly Tier lists covering EVERY SINGLE LAUNCH on @virtuals_io listed for the last fifty two Mondays, without missing a single week or a single launch. ➥ Irrespective of whether or not you take value from the content, ask yourself who out there shows that level of consistency and dedicatation! ➥ Hundreds and hundreds of projects. All reviewed obectively. Many taking hours to research, including calls with teams and founders. ➥ Not a single cent raised. Completely objective with no external influence. I do this becuse I love it. I do this because I want to support the Virtuals ecosystem, and the genuine participants within it! ➥ Enough of that... On to the launches and we've got another quiet week this week in terms of quantity but not in terms of quality. Good luck to @xmaquina on their Titan launch in two days. It's a nice mark to have a S tier on the list for the 52nd edition of the tier list! Enjoy!

the dip on $hermesos was bought out very quickly and hard. expecting to see a new ath on Hermes. Also, today I deployed my own hermes agent, gonna deep dive into this one for sure.

just launched via clawnch and got a comment by gitlawb, there is no any integration or etc... still doing dd

This one looks pretty interesting researching right now, they got support by @gitlawb and @Clawnch_Bot

@Snotty_eth hermes... hermes...

Claw.. claw... claw... claw... Git... git... git... git... git .. Next ? 😅

that's the reason why I'm trenching on @o1_exchange. @fofan" target="_blank" rel="nofollow noopener">o1.exchange/@fofan i was on base trecnhes for almost 8 hours yesterday

@Snotty_eth @RedWaveDAO @trenchesnchill Welcome back!

Hey, I think I’m back. The trenches on Base look amazing right now , new groups, new alpha traders, and a lot of fresh faces. I really missed the trenches! ! @RedWaveDAO @trenchesnchill 🌊

@KienNguyen_NFT Great calls

My new group is off to a good start. It's free, invite-only, and you get paid when you make good calls. Few

time for the bird to show itself. prepearing my dd research on $cyb3rwr3n

@robotics_alpha_ $deus is gonna be in the list soon

These Are the 5 Projects I’m Currently Most BULLISH ON 🔥 Just did a deep dive and picked my top 5 robotics projects on Base worth being bullish on for the long term My selection criteria: ✅ Strong narrative fit across the stack (Perception, Tooling, Economy, Agents, Ownership) ✅ Real fundamentals + traction ✅ Asymmetric upside as the Robot Economy narrative heats up Projects I’m watching closely 👇

@AltcoinMami maybe we can see new $cyb3rwr3n ath with $vvv new aths

I look forward to new ATHs on $VVV. who’s riding this wave 🌊

@0xNche is there any dd article/thread on the PRXVT AI?

Privacy-First AI x Crypto Landscape: • $VVV (Venice AI) - Blue Chip ($820M) • $NIL (Nillion) - Solid ($25M) • $POD (Dolphin) - Solid ($20M) • $PRXVT (PRXVT AI) - High Potential ($1M) The uncensored & private AI narrative is heating up. Which one are you bullish on? 👀

@Josephoffiong4k @caspius_ai @xmaquina i'm talking about market cap mate

@FoFan_eth @caspius_ai @xmaquina Are you even serious?…The last presale was at $60m fdv and they are getting 33.33% at TGE What kind of loss is that?…They should be doing $100m fdv at TGE bro

If someone understimate upcoming $DEUS launch, then look at $CAS. @caspius_ai is robotics project with $cas token which currently trading at $30M market cap. $DEUS by @xmaquina is far bigger project which is gonna launch at $16M market cap. To get the initials from the Genesis auction, we need to see 3x only.

@x_max_forward @caspius_ai @xmaquina My bad, at approximately $19M, I calculated at $50m (valuation at which i invested)

@FoFan_eth @caspius_ai @xmaquina The auctions were held at FDV prices from 30 to 40 million. The virtual sale was at 60 million FDV. And the launch will only be at 16 million? Or do you mean the launch will be at 50 million FDV, and the circulation will be 33%?

@MrDegenWolf @base aeon probably the best in the list

If you’re not bidding on @base unicorns right now you deserve to stay poor > $LFI $1.5b/$5b > $AEON $650m/$1.5b > $MIROSHARK $65m/$250m > $EDEL $1b/$4b > $BNKR $650m/$2.5b If you avoid cabal/base shitters, what’s missing?