DeFi + RWA + AI bet on RobinHood.
• RobinHood positions itself as the central hub for the convergence of RWA, DeFi, and AI (including agents).
'An AI-native blockchain built to bring real-world assets onchain.' Source: x.com/RobinhoodCrypt…
> At this point, any project building around these verticals will naturally attract far more attention than isolated meta plays.
• Mintly stands as Agentic-first, yield balancer where agent automatically manages user's funds.
• Virtuals have recently given a talk about mintly + @everythingempty is followed the project and personally bought $MLY (as of now, only suggestion).
Source: x.com/GoMintly/statu…
> The endorsement makes the setup much more credible and significantly lowers downside and rug risk.
• Unpriced point for Mintly is to let the agents find yields on real assets once RobinHood lists them on chain. I include this point so it's easily implementable on @GoMintly side once it's publicly available.
Mintly has absorbed all the hot narratives that RobinHood has been pushing since mainnet launch.
As shift to utility projects proceeds, market will catch up the plays that requires the initial target of RobinHood chain - the project that builds around DeFi, RWA, AI. Mintly covers all of them.
The direction is clear, the alignment is obvious. Always dyor and nfa, as for me, $MLY stands out as the most assymetric bet on RobinHood + Virtuals ecosystem. Now, let the market decide.
Bittensor isn't broken, our focus is.
Sum of Subnets (SoS) contains 50+ subnets that burn 100% of their emissions.
We need a true benchmark that tracks what actually matters.
Sum of Mining Subnets (SoMS) is the one we need.
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State of AI:
> despite me being a bit more passive on the trading side, you don’t need to worry. I am still monitoring and will comment as usual.
> As mentioned yesterday, I see a lot of new launches and stuff running. Among these runners, a lot of farmers are back too. So you gotta be careful.
> I also followed all the drama on the Base meme and it vamping utility projects. My take is that AI is too strong of a narra to be vamped mid-term.
> Overall AI is getting mainstream attention with headlines around the OpenAI, Space X and Anthropic IPOs. Hermes agent continues to create buzz.
> Notable runners are $openhuman after the endorsement and the $delu agent by the checkr team. $serv has also been running given their latest launch has been going well. Many other tickers up a lot, but cannot mention them all.
> $sibyl was on the MCG stream and is making progress on its memory plugin. If you haven’t tuned in, you can watch the replay of the stream. @DineroDom0 and team as well as @tradingtulips did a great job.
> I am holding to my selected bags, so will not comment much. Had of course a bit of fomo given $liq didn’t move much while smaller caps were pumping. This being said, I am zooming out of the chart here and will see what comes next in terms of launches on there.
> Still pretty busy with Sibyl, but my dms stay open. Happy Thursday folks.
Possible that @TaikiMaeda2 has been the most underrated public trader of this cycle:
-Called top in mid-October
-Publicly printed $1M+ on ETH and alt shorts
-Printed on Lighter airdrop
-Called out USDai as a good bear market farm
-Called bottom mid-March
Templar situation isn't something to take lightly, tons of holders effected by this.
This still doesn't change my conviction in $TAO from one single subnet exit scamming, it's just the nature of this market unfortunately.
market may take some time to settle from this, but hopefully this will be a step towards continued growth for the entire ecosystem.
Very poor look for Bittensor.
For all those that came into @reppo discord in Jan to FUD us on what we're building and shouting out that our incentive mechanism doesn't make sense, sometimes very aggressively, you're welcome.
I pointed out three flaws in Bittensor design which continues to be true -
1. Centralization in how emissions are given out. Validators which are mostly large corporations and apparently the founder who apparently step down has too much influence....
2. Ejection without cause - If a few validators decide your intelligence isn't good, well you are screwed.
3. High cost of entry - All the TAO you have to lock up to be part of the network prices out innovators.
On Reppo, emissions are not handed out - They are seeded by datanet owners/creators.
There is no concept of ejection. If you want you can shut down your datanet and get 50% lock back.
Cost of entry is 20k REPPO. Even at $1/REPPO, very reasonable.
$TAO subnets:
My favorite blue chips:
$chutes
$ridges
$templar
$hippius
My favorite early bets: higher risk/reward
$nova
$handshake
$leadpoet
I firmly believe these ones have the potential and willpower to hit billions in market cap long term.
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