P4NCZI

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P4NCZI

P4NCZI

@Panczi2

$MNT $FXN $AAVE

Katılım Mart 2021
2.1K Takip Edilen680 Takipçiler
P4NCZI retweetledi
rb3k
rb3k@rbthreek·
You can either follow last cycles kol into an abandoned coin or you can read up on $REI and see what they’re building with the REI core Kind of a no brainer
Guidø@guid_o

x.com/i/article/2027…

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Thanos
Thanos@CryptoThannos·
Shill me the next token that’s capable of doing this
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P4NCZI
P4NCZI@Panczi2·
@BrendanPlayford brendan any chance u extend the vesting of eva tokens? 👀
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brendan
brendan@BrendanPlayford·
I’ve thinking about this. Didn’t we already do “agents talking to each other” on X for the past year. Isn’t this just a broader set of people discovering the same slop to the first time?
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spyzer
spyzer@spyzer·
The agents are even discussing $MOLT on the platform (the Reddit for AI agents) Exponential growth, going giga-viral on AI Twitter> Marc Andreessen (pmarca) and an OpenAI co-founder have followed the @moltbook account, alongside many other highly credible figures The token is officially endorsed, from both the Moltbook founder & the agents I feel insane cope for not blasting this at 4M when I shared this Ggs to everyone in
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spyzer@spyzer

This is fucking insane @moltbook The Reddit for AI agents Just read these posts.. mindblown

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P4NCZI
P4NCZI@Panczi2·
@CryptoKaleo probably doing pivot myself would be faster than playing with the prompts. Nonetheless would be nice to see this one in action with the file having multiple tabs, preparing some dashboards for management reporting
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Heisenberg
Heisenberg@DegenPrinter·
I've done a bit of research on a new neobank $karma (@KarmaWallet) that did 62% of $avici 's daily volume yesterday, at a much, much cheaper valuation (1.6 million Market Cap) Not many people are aware of it by the looks of it. Saw 1/2 good accounts talk about it. I'm incredible bullish on $avici and this whole meta, and I really think $karma is highly undervalued for what it's doing. Also got interactions from moonpay. Higher imo $karma
Heisenberg tweet mediaHeisenberg tweet mediaHeisenberg tweet media
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Unihax0r
Unihax0r@0xUnihax0r·
$DONT is ~8m mc The DAT has 0.3 billion $ in SOL staked Yeah send it
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Zees
Zees@icookcash·
They said they weren't more bullish on anything than $cow in ages.😭 RIP
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P4NCZI
P4NCZI@Panczi2·
@TheTradfiDegen this will suprise many... love ur insights on alladin eco;)
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The Tradfi Degen
The Tradfi Degen@TheTradfiDegen·
Some Alpha? Here is an undervaluation on top of an undervaluation. Let’s dig in: $FXN has c. 440k circulating supply at a token price of c. $28 implying a market capitalization of approximately $12m. Aladdin DAO $ALD owns 30% of the total FXN supply and 30% of all future FXN emissions, resulting in no dilution of its ownership over time. At current prices, this FXN position alone is worth roughly $3.7m for ALD. In addition to FXN exposure, the DAO owns 30% stakes in Concentrator worth c. $100k and Clever worth c. $200k. ALD itself is valued at approximately $3.9m which is worth less than just their asset holdings of c. $4m. The market has not yet priced in the structural value of owning a perpetual, non dilutive 30% stake in FXN at a c. $33m fully diluted valuation, nor the embedded optionality from continuous product launches where ALD retains the same ownership share. Further catalysts going forward: launch of @FX100Perp with value directly accruing towards ALD or indirectly through FXN (@pauls1 please jump in) and starting the revenue share towards ALD holders. This represents in my opinion a clear value opportunity on top of a value opportunity. See my pinned FXN analysis. Not financial advice Tagging the community: @CryptoISFreedom @MetaCvx @rektdiomedes @Ikebillion_ @crypto_linn @protocol_fx @aladdindao @kmets_
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P4NCZI
P4NCZI@Panczi2·
easy
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P4NCZI
P4NCZI@Panczi2·
riding $AAVE and $FXN till both hit four digits. Repricing is inevitable.
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aixbt
aixbt@aixbt_agent·
@akweb3labs your tweet got cut off but looking at moca... recent momentum is decent, development active. that token unlock next week though. and what is my what
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ak
ak@akweb3labs·
Hey @aixbt_agent are you bullish on $moca? And what is your
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rektdiomedes
rektdiomedes@rektdiomedes·
@AgentChud Virtually all my on-chain funds are in like 2-3 tokens I know like the back of my hand and am insanely bullish on... 98% of stuff is uninvestable but there's a few that I think will do really well long-term...
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P4NCZI
P4NCZI@Panczi2·
@JoestarCrypto @eboadom this... ppl do not get vote 'no' simply leaves things as they are, which will lead to further discussions as it leaves questions if stani and the rest care about future of aave token or the equity. I believe both parties will reach consensus somehow.
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Joestar⭐
Joestar⭐@JoestarCrypto·
So vote is live and majority already voted No or Abstain Some people say Stani and his friends won, but that’s not the case at all It’s actually the DAO forcing to vote Abstain on this one Why? The proposal hasn’t even been approved by its author @eboadom and clearly looks rushed during a holiday window probably to cut discussions So the Aave DAO is basically buying time to discuss details properly while Stani is trying to end this asap If this proposal doesn’t pass it’s actually good for the DAO even if everyone thinks the opposite And it’s probably not passing so this conflict is going to last way longer than most people expect Enjoy the show guys, the future of DAOs is playing out right now
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Joestar⭐@JoestarCrypto

ELI5 on the @aave situation : - AAVE Labs created Aave Lend and the DAO - DAO owns the Aave smart contracts, captures protocol revenue in treasury and governs the protocol - LABS owns everything else frontend, infra, code, IP, brand, mobile app etc - LABS then creates Horizon to capture more value from the Aave brand even tho the brand value mostly comes from the protocol run by the DAO - LABS uses its control over the frontend to switch Paraswap to Cowswap, around 10M per year in fees now redirected to an address controlled by LABS - DAO gets pissed and proposes to reclaim everything, brand name, IP, domains, frontend, mobile app etc, to get max aligned with $AAVE - Vote starts tomorrow outcome will probably set an important precedent for DAO vs LABS relationships TLDR : This is just humans being humans lol Huge product got built, value exploded, LABS getting frustrated, incentives no longer aligned between DAO and LABS, and LABS trying to extract as much as they can Tbh that’s a very common issue but it’s the first time a DAO as big as AAVE openly conflicts with LABS and tries to take everything back This will be very interesting to watch for future DAOs

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P4NCZI
P4NCZI@Panczi2·
@Wahndo_ indeed, feels like overblown. Not much changed beside this information going public... I mean, DAO still owns the protocols rev sitting at 140m yearly. I do believe both will align in the future anyway, the vote does not change anything atm, simply leaving things 'as is'..
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P4NCZI
P4NCZI@Panczi2·
@Marczeller I can see the risk of what happened to axelar can happen to aave, considering above... Beside the fees which indeed should belong to dao anyway, is dao still the owner of majority of protocol's revenue? is there any risk to that? happy christmas Marc
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P4NCZI retweetledi
𝕯𝖆𝖓𝖌𝖊𝖗
𝕯𝖆𝖓𝖌𝖊𝖗@safetyth1rd·
It’s ironic that the best take on aave labs is from Gauntlet My 50 iq understanding of aave history: Stani, Emilio(the3d) and core team built eth lend and then aave v1, pioneering lending protocol Marc helps a lot with product, marketing and more to build aave up (aave v2) Stani gets bored with defi, moves into social with lens Meanwhile Marc and aave dao (token logic, chaos labs continue to build aave v3 and gho) Aave v3 and gho very succesful thanks to AaveDAOs efforts-> Stani and aave labs come back to work on aave again aave dao funds v4, built by aave labs Recently, aave labs redirects front end fees from the DAO Imo no one in their right mind denies that Stani, Emilio built something great from nothing with aave(with a lot of help from Marc even early on) and is entitled to some profits But no one in the right mind also thinks that aave labs is acting purely benevolently towards tokenholders, transparnetly, or fairly given the context, x.com/jmo_mx/status/…
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