𝑾𝒊𝒍𝒍𝒆𝒎

Hired from the trenches! Beyond siked to be waking up everyday and pushing towards growing the @openservai ecosystem and supporting the builders powering the AI revolution If you’re building something awesome and looking for the best partner to help accelerate your vision HMU! Grants program and full GTM support is just the tip of the iceberg - we’re 100% focused on helping our community of builders with everything they need to launch real AI powered, revenue generating businesses DM’s are open!

Spend some time going through the new roadmap (and achievements) by @openservai > Platform V1 launched > Innovation breakthrough with BRAID on the agentic capabilities and efficiency of LLMs > Recent partnership with @getdomeapi — a YC backed company founded by @kurushdubash tapping into Prediction Markets AI agents coming to PMs in full force: x.com/openservai/sta… > Tokenization of revenue-generating agentic apps on Base & Solana > AI co-founder tool: AI managing your BD, marketing, GTM, etc (on tokenized models in their launchpad). Possibly the first really AI-powered launchpad. > Upcoming L3 powered by $SERV, and many other stuff Market wide conditions have been awful and people try to get liquidity out of anything regardless of fundamentals. Consequently, onchain tokens have been affected. To me, it just presents a good opportunity to restructure your portfolio and allocate some capital to projects with strong teams building real stuff (and innovating) regardless of bad times. Long term investment. I was bullish before and I’m even more bullish at $15M market cap. It will be obvious in hindsight.

the vision there are three things anyone here can agree on: (a) alt coins are structurally flawed and their value proposition is uninteresting for most investors (b) the more exciting projects are inside web2 and not web3, web3 barely had any innovations and VCs are leaving to fund AI/defense tech startups over the next L1 (c) the disconnect between equity & token is making it impossible for both to be mutually successful, either share or token holder value gets maximised, the other suffers. these 3 points are the reason why we didn't have an alt season. there is a brick ceiling of innovation inside DeFi & we hit this brick ceiling already (which is okay). The new inventions are mostly incremental improvements, but the last time we saw something exciting come out of crypto was probably zero knowledge & chain abstraction. VCs don't fund incremental improvements and the inventions have a monetary ceiling how high they can be valued. (a) is the reason why VCs don't pure energy into developing this sector, (b) is the reason why VCs look elsewhere and (c) is the reason projects&chart on the open market get suffocated. Altcoins are structurally broken. The value proposition of utility/governance is not only weak & repetitive, it's laughable. Giving things a multibillion valuation based on vibes and governance is so uncapitalistic and inefficient that it's the consensus now to short down any new bloated high FDV alt coin. If you - as a founder - need to scramble for utility to justify a $1B valuation, then you are cooked (&evil). Utility coins are nothing but cope to extract billions from every day investors who like what you're building. The utility of an asset should be to go up in valuation & that's it. Value Creation, GDP growth. Bidens' SEC tried to suffocate this value creation, but we are free now & Hyperliquid + PumpFun showed that nicely. Other markets are just more interesting, we hit the ceiling of innovation in crypto, incremental improvements, games of mirrors, but nothing from substance that is exciting &new enough to throw billions at it like back in the ICO days of 2017. there will be a cure for cancer soon and instead of investing in that startup you will have the opportunity to select between brokoli, neiro, sundog, wif, giga, 4 and purr. i‘m not against making money, i‘m primarily a trader, but it feels like a lot of capital&energy is wasted trading absolute unproductive casino coins instead of contributing to the gdp growth by selecting&helping great ideas grow to unicorns (& you getting paid by being early to those). Why would I want to invest in DeFi platform #14938 if I could also invest in defense tech, predictive policing, network states, cheap sustainable robotics, autonomous ocean exploring or regenerative agriculture? the (3)rd one is the hardest pill to swallow. What is the Northstar of some of these products and how does it reflect to the token price ? Plasma One e.g.? How does the growth & usage of stable coins reflect to the actual growth of the token? It doesn't - at all. It's the opposite, the more the equity grows, the more interested are shareholder in keeping the revenue flow to themselves and not giving up revenue to tokenholders. There's a solution for all of this, which is using all the good inventions crypto brought to the table to bootstrap Web2 innovations. The Digital Shark Tank If you want to call it that. Tokenise ideas and make them tradable. Tokenise every Web2 company and make these assets tradable. But the issue here is: How do we make them intrinsically valuable? And the simple&short answer to this is equity. IPOs are overrated and outdated, the average time a company stays private has increased massively over the last few years. OpenAi, SpaceX, Anthropic will probably not go public for another decade. Yet, especially OpenAI & Anthropic are unprofitable & need funding but don't want to get punished by a public market that requires them to disclose every little financial detail of their company. Crypto has proven itself to be - a source of revenue for companies that tokenise - a massive driver of user acquisition - the go-to place for network effects & attention Tokenising OpenAI&Co actually makes a lot of sense, the only thing we had to solve was making their token intrinsically valuable so it's the risk appetite is sticky. And we solved that. It's called ERC-S & it's open source. I think crypto will fundamentally change with this invention. It will be rare for a project to launch a token that actually has anything to do with blockchain. We take all the good things of crypto (easy global revenue engine, great user acquisition engine, amazing attention engine) and put them onto Web2 rails while designing tokens that actually have value holding & are not designed to extract from you. Here's where I see @StreetFDN in 3 years. Replacement of traditional IPO. Companies like SpaceX will go to us and not the Nasdaq to tokenize first and then maybe in 5 years down the road target a real IPO. Tokenization gives a quote to your equity and provides a liquid secondary vehicle to fund M&A etc with (futarchy mode). Digital Shark Tank. For this we have to bring cost ˜ ERC-S down drastically, but I'm confident we can achieve this eventually. Current costs are high 5 figures and while we can pay this ourselves for our champions and the best of the best startups, eventually every startup should be able to tokenize without us having to go through a 1% acceptance rate selection process. Regulations are important to frontrun. Look at the value Polymarket created. This is a Polymarket regulations moment, just with a 2y time window & even more significant capital formation wise. after this succeeds we'll disrupt both IPOs and YC/traditional accelerators.

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$HYDX / @HydrexFi To my understanding, Hydrex abstracts away the complexity of the ve(3,3) model by automating the process for its end-users. No need to manage bribes, rebases, lock cycles, or strategy adjustments, which potentially means more user onboarding opportunities. Lock HYDX -> earn governance (veHYDX) -> vote on emissions + earn protocol revenue. End-users/participants don’t earn in native HYDX, they earn oHYDX, which represents an options token. In order to convert oHYDX into HYDX, they have to deposit 0.01 USDC per HYDX token. Deposited USDC is then added into a strategic reserve of USDC. When the token is in high demand, they can raise this floor of 0.01 USDC per token, making sure that the circulating HYDX is backed by meaningful capital. Token distribution is backed by real revenue. Since it's so new, it's very attractive for early contributers, this is largely the reason why it's gaining so much traction early on. The low fee model (0.05%) lets them compete with Aero + Strategic backing (treasury) creates downside protection. Seems pretty undervalued atm. Below are some interesting metrics.