Valerio Molinari
1.9K posts
@V_Molinari_
Digital Assets @ZPointCapital
Excited to announce a $40M raise for @openrouter (seed + A), led by a16z & Menlo! LLM inference will be the biggest software market in the world. We've become the #1 control plane. Here's what's next:
Like i said Study previous Trump anticipated press conferences
I expect nothing from Trump and Sacks speech tomorrow Donald’s press conference will surely bring volatility and froth But it’s a non-event for me as the path for crypto in US administration is already paved for success Just a matter of execution $BTC $ETH $SOL
$ETH is knocking at the door and wanna lead the party 3500 then 4000
Keep calm. This cycle is not over Just passing money from the impatient $BTC $ETH $SOL
$JTO is a good example of my market approach It’s important to catch the train on schedule, a combination of fundamentals and technicals Here you have top-notch unit economics and revenue mechanism paired with an interesting spot in which to manage risk Time will tell
We bought $TNSR yesterday with the same criteria Bottoming technically - fundamentally i was wrong as repricing is based on inorganic growth based on @VECTORDOTFUN - not NFTs renaissance So the TAM comparables seems not $ME anymore (overperfomance explained) but broaderly deFi
Performance compared since $ME listing on CEXs $TNSR clearly decoupling and ready to lead (in relative and absolute terms) No position for me, just watching patiently 👀
$TNSR is doing more volume (3 month total in USD) Has more traders (users 3month average) Doing the same platform fees Than $ME Trading at more than 1/2 its Market cap Some mispricing opportunity in $SOL NFTs land here 🧐
