GojuoNFT (LIVE on zkSync Era)

ZKojuoNFT has been launched! Like #GojuoNFT, all are fully on-chain #NFT. Become a member to access our #crypto #web3 online #Udemy course for free 🏫 📢 Claim #NFTs in #zkSyncEra: bit.ly/ZKojuoNFT 😺 Discord: discord.gg/M9Az5Gasva ⚠️ More: linktr.ee/BitcoinTwinsLab

178 projects, $2B raised, 54 live tokens, $63B+ FDV. The Crypto x AI space is booming, and post-Devcon, I built a map with all projects I know. 3 categories: - Apps - Middleware - Infra Includes funding data and live tokens 🧵👇 ----- 1) Apps (31 projects, $240M+ raised, 8 tokens live, $3B+ total FDV): 1.1) DeFi apps - 6 projects, $1M raised, no tokens live - @rug_ai, @RPS_Labs and others 1.2) Chatbots - 4 projects, 1 token live, $10M+ total FDV. - @Libertai_DAI and others 1.3) Payment apps - 6 projects, $33M raised, no tokens live - @PaymanAI ($13.8M raised), @trySkyfire ($9.5M raised, @BitteProtocol ($7.5M raised) and a few more 1.4) Agents-influencers - 10+ projects, 10+ tokens live, $3B+ total FDV. - TT, ai16z, Zerebro, @centienceio and others 1.5) Engineering and Security - 4 projects, $33M raised, 2 tokens, $200M+ total FDV. - @Chain_GPT ($CGPT, $120M FDV), @FortaNetwork ($FORT, $100M FDV), @MetaTrustLabs ($10M raised) and @testmachine_ai 1.6) Consumer - 6 projects, $12M raised, 2 tokens live, $100M+ total FDV. - @aiarena_ ($NRN, $80M FDV), @bottoproject, ($BOTTO, $60M FDV) and others 1.7) Intelligence tools - 4 projects, $163M raised, 2 tokens live, $2B+ total FDV. - Arkham Intel ($ARKM, $2B FDV), Kaito, Dune and Messari. ----- 2) Middleware (106 projects total, $800M+ raised, 25 tokens live, $18B+ total FDV) 2.1) Training and Coordination - 16 projects, $120M raised, 4 tokens live, $10B+ total FDV. - Includes well-known Bittensor and Sentient, but also contenders @assisterr, @Pluralis__ and others. - For liquid plays look at @Dither_Solana ($DITH, $10M FDV), @hyper_tensor ($TENSOR, $25M FDV) and @communeaidotorg ($ COMAI, $200M FDV) for liquid plays 2.2) Inference - 17 projects, $57M raised, 2 tokens live, $50M+ total FDV. - Allora Network ($35M raised), @OpenGradient ($8.5M raised), @hyperbolic_labs ($7M raised) and smaller teams like @openex_network ($OEX, $45M FDV) 2.3) Data: Platforms, Collection, IP, Monetization, Provenance - 23 projects, $240M raised, 7 tokens live, $1B+ total FDV. - Has many well funded protocols: Story Protocol ($134.3M raised), Space and Time ($50M raised), @saharaai ($43M raised), Ocean Protocol ($OCEAN, $500M FDV), Vana ($25M raised), Hivemapper ($HONEY, $500M FDV). 2.4) Privacy - 14 projects, $250M raised, 2 tokens live, $800M+ total FDV. - Zama ($82.3M raised), Nillion ($50M raised), Oasis Protocol ($ROSE, $800M FDV) and Fhenix ($22M raised) and others. 2.5) Agent Platforms - 24 projects, $175M raised, 6 tokens live, $6.5B+ total FDV. The most hyped category now. - Fetch AI ($FET, $3.5B FDV), @Spectral_Labs ($SPEC, $1B FDV), @virtuals_io ($VIRTUAL, $450M FDV), @autonolas ($OLAS, $850M FDV), @MorpheusAIs ($MOR, $800M FDV) and others 2.6) Research - 3 projects, $5M raised, no tokens live - @NousResearch, @physynAI and @peri_labs 2.7) Data Collection / Labeling - 9 projects, $30M raised, 1 token live, $120M+ total FDV. - @getmasafi ($MASA, $126M FDV), @din_lol_ ($8M raised), @KivaAi ($7M raised) and others ----- 3) Infra (41 projects total, $1B+ raised, 24 tokens live, $42B+ total FDV) 3.1) Compute - 22 projects, $212M raised, 14 tokens live, $11B+ total FDV. - Gensyn ($50M raised), Render ($RENDER, $4B FDV), @HiveDistributed ($13M raised), @PhalaNetwork ($PHA, $125M FDV), Aethir ($ATH, $2.6B FDV), @fluence_project ($FLT, $250M FDV), @spheron ($7M), @akashnet ($AKT, $1B FDV), @nosana_ai ($NOS, $330M FDV), @Neura_io ($ANKR, $342M FDV), @RunOnFlux ($FLUX, $250M FDV) and many others 3.2) AI Chains - 10 projects, $357M raised, 4 tokens live, $9B+ total FDV - @OG_network ($325M raised), Autonomys ($33M raised), Io.net ($IO, $1.8B FDV), Ritual ($25M), @golemproject ($GLM, $370M FDV), Ora ($ORAI, $120M FDV) and others 3.3) Data Storage - 8 projects, $374M raised, 5 tokens live, $10B+ total FDV. - GenesysGk ($43M raised), @storj ($STORJ, $210M FDV), Ceramic Network ($30M raised), @Rivalz_AI ($11M), @AIOZNetwork ($AIOZ, $900M FDV), @ArweaveEco ($AR, $1.2B FDV) 3.4) Proof of Humanity Well-known WorldCoin, raised $115M, $WLD, $22B FDV ----- Why did I do this gigantic exercise? To help VCs and degens uncover shiny new tokens, of course 😂 But really, I wanted to unpack the hype: - Is the space well-funded? - Are there strong protocols across categories? - Is there real traction beyond AI memecoins? The answer is mostly no. - The space remains underfunded - $2B is almost nothing. - Competing with centralized labs in AI stack development is tough. - Most "traction" is still speculative and robust apps haven't emerged yet. Right now, funding is concentrated in infra and middleware—but this will shift. I align with a16z: value accrual will move to apps in the coming years. And finally, all of this crypto x AI economy will be cross-chain and powered by @EverclearOrg. ----- Big thanks to @0xPrismatic, endless Devcon side-events, and all folks contributing to this effort 👏 Apologies if there is anything incorrect or out of date - space is moving fast and we might have missed something. P.S. I’m dreaming of automating this research with next-gen agents someday— Open AI, wen full o1?

Top Habits I have learned to stay ahead in Crypto

If you're thinking about getting a job in Crypto or Web3, read this:

You've learned how to use a block explorer and basic SQL on Dune. But when it comes to navigating complex protocols, you're stuck because you can't figure out the solidity code or flows between contracts! This is part of the learning curve of every analyst - let me teach you 😁

My complete toolbox for thriving in crypto On-chain data @parsec_finance- Modular dashboard with on-chain data @AppBreadcrumbs- On-chain sleuthing tool @dyorcryptoapp- Quantifiable metrics for various projects @birdeye_so- Tool for finding new gems Smart Money @ChainEDGE_io- Another tool for smart money tracking @DexCheck_io- Wallet analysis @nansen_ai- OG smart money tool @_kaitoai- AI based data for gaining an edge @iCryptoAI- Good for tracking smart money flows (Team gives me premium access for research) Aggregator @coingecko- My go to site for checking on prices @GeckoTerminal- On-chain screener tool @dexscreener- Tool for looking at on-chain pair @CoWSwap- Helps you find the best swap route on DEXes @DeFiLlama- Aggregator for saving on fees and gas @MessariCrypto- Resource for news and governance updates. @thedailydegenhq- Daily DeFi recaps @crypto_linn- Nice newsletter for keeping up with the space @tokenmetricsinc- Good tool for various token metrics @getmoni_io- Spots projects based on smart followers (Team gives me access to use) Dashboards @santimentfeed- Data tools @DuneAnalytics- Community built dashboards @flipsidecrypto- Similar to Dune with its own functions Trading @GeniusTerminal- Trading tool that simplifies the DeFi experience @artemis__xyz- Narrative and blockchain dashboards @tallyxyz- Governance proposal aggregator @zapper_fi- Portfolio tracking tool @AlchemyPlatform- Web3 dev platform @DeBankDeFi- Useful for tracking PNL and transaction history across chains. @ArkhamIntel- Powerful on-chain analysis tool Data @l2beat- For everything L2 related @glassnode- Extensive charts for majors @tradingview- Charting tool

the ethereum smart contract developer is a creature of skill, determination, and coffee. but even that can't build good dapps without tooling. a bunch of libraries, frameworks, or other tools that may be useful for you as a dev 👇 1/15

Day 1 Recap: Ethereum ETFs now have $10.2 Billion in assets across 9 ETFs. Volumes on day 1 were over $1.1 billion for the group. Total net flows were +$107 million after a accounting for the massive -$484 million that came out of $ETHE. Very solid first day

1/n I'm really proud of this report on bitcoin ownership. Our survey of 3,538 adults in the US found bitcoin ownership: -covers the full spectrum of political identity -is skewed young and male -correlates weakly with a unique profile of moral values -correlates strongly with knowledge of bitcoin 🧵

1/ So I began tracing the $230M+ WazirX hack back from the original exploiter address and was able to make some interesting observations.

Mass adoption and better onboarding has been one of the central topics during Brussel's EthCC. 10 charts that actually show the speed of Web3's adoption, current challenges, user preferences patterns ↓

You need the best tools to find the right alpha. Here are 10 NEW tools to turn yourself into a Crypto wizard. 🧵

Still trying to wrap your head around Crypto x AI? (1/6) Our latest report has you covered. 30 pages of detailed, analysis charts and investor implications. Free.

Airdrops have been a huge part of this cycle so far. I was curious to know how many tokens that launched with an airdrop are actually higher than their day 1 launch price. And this would probably answer the question of whether you should ever hold an airdrop? (is it +EV to hold?) I crunched the data. Used prices from this morning, so slightly stale, but I think you can get the general gist of things. I only decided to go as far as tokens in the top 500. Here are the main takeaways: • 23 out 31 tokens are down since their first day of launch - some are down really bad • Only 4 out of 31 tokens have beaten BTC since their first day of launch • Only 1 of the tokens that has beaten BTC was launched in 2024 • Two meme related airdrops have been wildly successful - BONK and DEGEN • Despite the current hate, TIA is also well above its launch price and has outperformed BTC Selling airdrops on launch day into USD or BTC will almost always be the right move. You can get lucky (some call it skill) timing an initial move up post launch, but generally speaking the longer you hold the worse the performance. Yes, there will always be a few outliers, but the odds are massively against you holding the right airdrop, even more so relative to BTC. If you are really bullish on the long term prospects of a project than you almost always get a better chance to buy lower than launch day. The next bear market may see some of these tokens become better investments. There are some good projects on this list for sure. Airdrops aren't the only reason the tokens of these projects are down. A lot of the time they have set their valuations far to high with market makers. Users ruthlessly dumping the airdrop is a way of them finding out pretty quickly that their own designated valuation is complete nonsense. Many are learning this cycle that FDV actually does matter. Holding airdrops means you think tokens have enough demand to go up in price whilst big unlocks occur and investors hedge with shorts. Yield farmers will also always sell regardless of price, as they are just here to extract yield and move on. However, in theory, tokens should be able to recover from the mercenaries exiting, but in most cases the data suggests they don't. Of course there is still time for some of these tokens. This is just a random snapshot and things can change quickly for some of these alts. People like to complain that many airdrops have been badly designed, but based on this data it seems very hard to execute an airdrop to the community without it being detrimental to the token in the short and medium term (long term tbc). Two surprise airdropped meme coins (no points programme) with very low starting valuations have returned the best for holders. Both were designed to help grow different ecosystems (Solana and Farcaster). We have also seen many meme airdrops go to zero instantly in the past, so you certainly can't just assume meme airdrops are going to necessarily perform better. Surprise + low valuation could be the better takeaway. I actually think points programmes are here to stay as they are a very common feature of web2 and can contribute to a more fun, positive & sticky UX, but I'm not expecting airdrops to continue in the same form we have seen in the years to come. Based on this data projects should think very carefully about what form their airdrop takes, or if they decide to do an airdrop at all.

Token listing strategy playbook 📔 Founders especially, save this if you are planning to launch a token soon. When discussing portfolio value add, it’s not just making introductions to other VCs/angels to fill up the fundraising round but actually getting hands-on with founders to devise a proper strategy for success. One of it includes a proper token listing strategy on trusted centralised exchanges (CEX). - - - - - - - - - Here is a high-level guide I’ve written to help you and your project navigate the murky waters of getting your token listed on a major CEX. I’ll break it down into 5 sections: • Token listing documents • CEX and market maker negotiations • Community • Media coverage • Misc Before diving deeper, it is imperative to have a good fundraising plan before launching a token strategy. Make sure you nail the following: • Carve out a budget to pay for exchange listing fees (gets higher in a bull market) and market making (retainer) fees. • Strategise on how to fundraise from the venture arm of large CEXes (@BinanceLabs, @cbventures, @OKX_Ventures) as it improves the chances of listing. • Build relationships with VCs/ angels who have strong connections in the industry. - - - - - - - - - 1. Token listing documents In anticipation of a token launch, projects will need to prepare a few documents beforehand and they are the main requirements for a CEX listing. This includes: • A well written whitepaper (detailing the project’s vision and mission, explaining the protocol mechanism, team, roadmap). • Tokenomics (token details, utility, vesting schedule, sustainable distribution). • Protocol security and token audit from a trusted audit provider. • Legal documents (entity documents, legal opinion from a lawyer). • Investment and fundraising documents (last valuation raised at, cap table). • Completed CEX listing forms (each CEX will have its own unique token listing form to fill up —> generally includes company incorporation, financial data, team, tokenomics, protocol mechanism, community and traction, legal documents). - - - - - - - - - 2. CEX and market maker negotiations (a) CEX These days, every CEX listing involves a listing fee and these varies from paying in stablecoin USD terms to giving out a % of the token total supply. From our discussions, expect to pay a fee between $200k - $500k (sometimes more) or give out 5-20% of total token supply. Apart from listing fees, projects can also be expected to pay for technical fees (audit, token integration), marketing fees and security deposits. There is a backlog on every CEX now as more and more projects vie for a token listing. Building relationships + connections with the right people can expedite your success. It is also crucial for founders to apply for listings on multiple CEXes to increase the chances of securing a token listing + use it for negotiations. Good to have a collaboration + marketing campaign with DeFi wallets of various CEXes for more eyeballs. (b) Market Makers (MM) Onboarding MMs is a necessary part of the listing process to maintain price stability and ensure healthy liquidity for the token. MMs typically fall into 2 categories: • Loan + option model: MM borrow tokens from the project to provide liquidity and are granted call options (the right to purchase the token at a cheaper price) • Retainer + profit share model: project pay the MM monthly fees to maintain liquidity @0xLouisT and @minjung_eth did some good research on MMs: • x.com/0xLouisT/statu… • prestolabs.io/research/marke… - - - - - - - - - 3. Community and socials Form a strong (almost cult-like) and engaged community who will serve as your first set of users and word of mouth marketers. Some tips: • Discord <> Telegram/WeChat <> Twitter —> nail the trifecta of social media. • Hire good community managers to manage Discord and Telegram groups, ecosystem/ BD leads to secure partnerships and localisation strategies (e.g. APAC lead/ head of marketing in Korea). • Be active on Twitter from the main account + founder’s account to keep users informed with project updates + evangelise the product. Bonus if the project has a dedicated intern account/shitposter to get maximum mindshare (@intern <> @monad_xyz, @HugoMartingale <> @Polymarket). • Integrate with major questing platforms for another source of GTM (e.g. @Galxe, @zealy_io and @layer3) and building communities. • Founders need to be constantly evangelising their project and be excited about what they are building. (Study @keoneHD <> @monad_xyz, @Punk9277 <> @_kaitoai, @SmokeyTheBera <> @berachain, @taran <> @stix). • Airdrops to power users + making them rich is one of the best ways to form a loyal set of users (albeit a bit hard these days with industrial farms and sybils). - - - - - - - - - 4. Media coverage Crypto Twitter (CT) is inundated daily with memes, shitposts, charts, project updates, threads. Projects need a well-designed + comprehensive marketing plan to ensure all angles are adequately covered. High level strats: • Publishing on major crypto news portals to get maximum coverage from publications like @TheBlock__, @Foresight_News, @BlockBeatsAsia and @panews. • KOL marketing which usually involves paid promotion or letting them invest at a lower valuation in exchange for marketing content (threads, articles, videos, channel shoutout). • Outsourcing to top tier marketing agencies. Some of the good ones I have had the pleasure of working with includes @snow949494, @cryptofreedman <> @hypepartners, @JiraiyaReal <> @TailoredWeb3, @ciaobelindazhou <> @ShardDXB. • Publishing deep research articles: apart from the big bois like @Delphi_Digital, @MessariCrypto, @blockworksres, there are many high quality firms that can be used like @Ian_Unsworth <> @kairos_res, @Steve_4P <> @FourPillarsFP, @blocmates, @asxn_r and @Shoalresearch. - - - - - - - - - 5. Misc • @coingecko / @CoinMarketCap token listing. • @dexscreener enhanced token information. • @DefiLlama project listing. • @DuneAnalytics dashboards to showcase relevant on-chain metrics and user analysis. • @DeBankDeFi supported protocol. • @tokenterminal data partnership. - - - - - - - - - - I'll caveat this by saying that every token launch is unique and a cookie-cutter approach is usually NGMI. A successful launch obviously involves way more than what I’ve covered here - this is just the tip of the iceberg. If you’re working on a new project and want to learn more about the ins and outs of launching a token, feel free to reach out to @signum_capital or myself as we’re always looking to back bullish founders. Can’t leak too much alpha here :)

Solana: From a Garage Startup to One of the Largest Blockchains I researched an interview with $SOL CEO Daniel Albert The info I found was shocking... Here is the past and the future of Solana Foundation🧵👇

Good tokenomics: 100x in a year. Bad tokenomics: -90% in a year. Understanding of tokenomics is the most important skill in crypto. I am an angel investor with $3.5M in capital, analyzing different tokenomics daily. 🧵: My master guide on tokenomics 👇

DYOR: The ultimate guide to essential Web3 research tools.

“we should onboard more celebrities for mass adoption” the celebrities (proof below):

Seems accurate. 🥲