iMyNeit
141 posts
iMyNeit
@imyneit_
Co-founder & building @dev_spark_ PR Manager at Pixel Rust
Katılım Mart 2025
3 Takip Edilen26 Takipçiler
@ChrisJourdan the identity-layer thesis is solid, but 25x cheaper than Worldcoin doesn't always mean undervalued sometimes it just means less traction and adoption
the ZK-proof approach is genuinely cleaner, but are there real partnerships behind it yet, or is this still just the thesis?
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I spend a silly amount of my time hunting for +EV plays. Cards, collectibles, DFS & best ball plays, sports lines, etc. The skill is always the same: find where the market is paying attention and then look at what it's ignoring right next door.
Right now the market is paying attention to identity.
Worldcoin ripped 138% in three weeks and sits somewhere around 1.5-2B, all on the thesis that proving you're an actual human is going to matter a lot in an AI world.
I buy the thesis. What I don't get is the price of the neighbor.
@Concordium is working the same identity problem at around a $50M market cap. Call it 25x cheaper. And the approach is arguably cleaner: zero-knowledge proofs instead of iris scans, so nobody's biometric data ever gets collected. No orb, no privacy lawsuits, no regulators circling. Identity, payments, and AI-agent accountability all baked into the protocol itself instead of bolted on top.
Proving someone is human is one product. Building the layer where verified humans, payments, and AI agents all answer to the same rules is a platform.
Everything trending in crypto right now, more autonomous agents, more on-chain payments, tighter regulation, drifts toward that lane.
Markets always pay up for the narrative leader before they ever look at the infrastructure. That's usually where the value hides.
$CCD is on Gate, KuCoin, MEXC, Kraken, and BitMart if you want to do your own digging.
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@Haleeeemahh Simply turning off your phone will defeat the purpose of your plan😉
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@randgroup this is the most underrated part of a bear market not the price, but how many months of pure nothing you have to sit through
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Bitcoin bottoms don't hurt because of the price. They hurt because of the calendar. 2018 and 2022 both put the low in fast, then spent seven more months doing absolutely nothing while everyone quietly gave up. We're in the nothing. How many months of chop before you sell?
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