Takumatoshi

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Takumatoshi

Takumatoshi

@tokumatoshi

Froge is cool I guess. Views are my own and not financial advise.

เข้าร่วม Ocak 2016
1.4K กำลังติดตาม300 ผู้ติดตาม
Takumatoshi
Takumatoshi@tokumatoshi·
@YuChe0625 I don't say that it has no real use case. I petsonally like it and it could be very useful if a lot of people have the full World ID. Just analysing current state of things
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Takumatoshi
Takumatoshi@tokumatoshi·
First, all the partnerships can only make sense if a lot of people have been verified. It is not making sense to integrate World ID somewhere bigly with no users. And it looks quite bad that World ID penetration will get to any meaningful number. Financial incentives are currently too low with the wld price and the financial incentives have caused a lot of legal problems and they got banned in like half the countries they had been operating. The human benefits (vouchers for Netflix, Uber etc) they offer were quite interesting, but looks like they don't create demand like the financial incentives. The tinder partnership has real value and is live. The others are not driving any demand and are just some pilot beta testing things.
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Takumatoshi
Takumatoshi@tokumatoshi·
What every $WLD holder should know: The coin is still a shitcoin as long as there are no meaningful WLD ID fees generated. So looking deeper into WLD ID fees: These fees will come mainly from high developed countries. World is trying to focus now on the US, Japan, South Korea, Taiwan and Germany. Current 18M World ID verifications have been coming only from poor countries, so these are quite worthless for generating World ID fees - so they quite start from zero again. The 18M verified is just used as a marketing number to raise more capital to address the main markets. Current truth is the verification numbers are at an all time low as there is very low demand in high developed countries for getting a World ID (scanning their eyes) because people remain skeptic about biometrics and data security and still don't see the use case. They always had like 7d verifications etc on their website, but they needed to delete it because numbers were that bad and showed the negative growth of World ID. They wanted to scale hard to like 10000 orbs, but they even have huge problems finding demand even for a few hundred orbs as they constantly have to remove locations and trying other places. Second main risk: as the protocol doesn't generate any revenue there is a major risk that World Foundation is continue selling large chunks of WLD to stay solvent. They also had to cut a lot of jobs recently. Thats the current state, this can change of course over the coming months or years.
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Takumatoshi
Takumatoshi@tokumatoshi·
Everyone was buying because of OpenAI IPO, thats just a narrative for wld. There is also the new environment since block of fable, which is also gonna be a good narrative. But the real long will be when fundamentals are changing. WLD is still a shitcoin, with no use case (the coin). It has to generate revenue and it needs a lot of people to verify to make this happen. Verified people are currently at zero, because the only ones that are counting really are the ones from high developed countries, because these are the ones generating fees. And like over 90 percent are like from low income countries
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IDiot 🌐🖖🏻
IDiot 🌐🖖🏻@IDiotWLD·
Don't sell the world $WLD coins, loser
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Takumatoshi รีทวีตแล้ว
Froge
Froge@FrogeVIP·
🐸 Froge Game TG mini app BETA is here!! 🎮 The Froge game is now live in beta, and we’re excited to have the community jumping in, testing runs, chasing scores, and helping us shape what comes next 🚀 Coming soon 👀 🖼 NFT integration ✅ Quests and community challenges 🏆 Holder competitions 💰 Monetisation features to help fund bigger prize pots 🎁 More ways to reward holders 📣 Support for bigger marketing pushes 🛠 Gameplay balancing, performance improvements, and bug fixes Beta disclaimer ⚠️ The Froge game is still in beta, so bugs, glitches, performance issues, connection problems, and balance changes can happen. Scores, leaderboard data, progress, and other beta stats may also be adjusted or reset while we continue testing and improving the game. Thanks to everyone playing, testing, and giving feedback 💚 This is only the beginning 🐸🔥 t.me/FrogeVipGamebo…
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Takumatoshi
Takumatoshi@tokumatoshi·
@ReturnforRisk This Platform is bullshit imo, they dont have any edge in Building this
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ReturnForRisk
ReturnForRisk@ReturnforRisk·
$ORBS has a partnership with Futurum Group to develop a trust and authentication platform that was said to start beta testing in Q2 2026 per their PR earlier this year. Perhaps the CEO's Form 4 filing today was in relation to this. We'll see what happens. prnewswire.com/news-releases/…
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Takumatoshi
Takumatoshi@tokumatoshi·
probably yes, but it shows the standing of Anthropic in the US gov. With the lack of political support new invested capital doesn't feel that safe long term/adding a lot of unknown risk. Idk if the US gov would have done the same with OpenAI if they would have released something like Fable.
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clanker
clanker@clanker_·
@tokumatoshi @thsottiaux i think it might just be hegseth messing with anthropic for a couple of days at the weekend
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Takumatoshi
Takumatoshi@tokumatoshi·
Idk how much sama has to do with the deactivation Fable. But yeah this is of course the best time to move forward and realease gpt 5.6. it looks like anthropic is fucked as it is relationship to the US government is broken. I think this will only get worse for Anthropic - OpenAI and Chinese models will get a lot of share back imo. will also get much harder to raise more capital for Antrhopic within this environment
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clanker
clanker@clanker_·
what are the strongest reasons to not move to Singapore?
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Takumatoshi รีทวีตแล้ว
Andrew Ambrosino
Andrew Ambrosino@ajambrosino·
Andrew Ambrosino tweet media
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Takumatoshi
Takumatoshi@tokumatoshi·
@_Shadow36 $FROGE: mascot of OpenAI. An easy narrative for everyone to understand for the upcoming IPO. @FrogeVIP
Takumatoshi tweet media
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Shadow
Shadow@_Shadow36·
What are some good established memes i should be lookin at?
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Takumatoshi
Takumatoshi@tokumatoshi·
@clanker_ yeah we will see soon, probably today. If they already have something competitive ready to release, they won't wanna give the momentum back to Anthropic.
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clanker
clanker@clanker_·
@tokumatoshi i love those guys but they're in deeeeeeep trouble
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clanker
clanker@clanker_·
need to take Anthropic comms very seriously, they're in the driver's seat
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Takumatoshi
Takumatoshi@tokumatoshi·
$WLD is pretty on an interesting spot here. In my opinion it looks like its done here as it is making already lower highs and the narrative keeps getting weaker (IPO delayed to next year). Now its time for some hopes of the people to materialize (some partnership with OpenAI or any other good partnership). Watching the 4h trend if it holds or rejects. But it may have a chance as there is like little interesting going on in crypto right now. Worlds use case feels definitely more on time than most other shitcoins out there.
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CryptoAres
CryptoAres@Ares_0x·
Lol the funding on $WLD how insane u gotta be to short such an explosive asset 😂
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🍓🍓🍓
🍓🍓🍓@iruletheworldmo·
it’s about to happen again chat this is what an intelligence explosion looks like. thursdays are for healing.
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Takumatoshi
Takumatoshi@tokumatoshi·
Yeah thanks, money is running out. Revenues are dependent on World ID fees and verifications. Verifications are at an all time low and they have very hard problems. They can't even choose worldwide 300 places where there is demand for World ID, constantly need to change and remove locations. Goal was to scale ro like thousands of places. But still, it's early, the solution they built is still not needed today. Maybe things change in coming months or years. They need to somehow continue operations until demand kicks in, now they just trying to survive somehow financially
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Don Palermo
Don Palermo@DonPalermo5·
@tokumatoshi .the path forward likely depends on whether it can strike meaningful enterprise or government contracts for identity verification — a market that remains crowded with incumbents and fraught with privacy concerns. The departure of its top ... officers makes that task no easier.'
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