Infraestrutura

Alpha Risk Profile: Which Infrastructure Thesis Aligns Best with You?

Investing in "alpha" infrastructure requires understanding the different types of risk and reward. Which of these profiles is yours?
The Technologist: Bets on the technical superiority of the ZK-EVM "Type 1" of $TAIKO, believing that the best technology will prevail.
The Trailblazer: Bets on the potential for "value unlocking" of the Bitcoin ecosystem through $MERL.
The Pragmatist: Bets on the "picks and shovels" model of $TANSSI, which profits from developers' demand for ease.
Which alpha investor are you? Click on each cashtag to dive deeper into the thesis that best matches your risk profile.
$TAIKO $MERL $TANSSI
#Infraestrutura #AltcoinsAlpha #TeseDeInvestimento #Risco

If You Were a DEV Today, Which Alpha Infrastructure Would Attract You the Most?

A developer's choice defines the future of an ecosystem. If you were creating a DApp today, which of these new infrastructures would be your choice?
The maximum compatibility with Ethereum of the ZK-EVM "Type 1" of $TAIKO?
The access to liquidity of Bitcoin and the BTCFi ecosystem through $MERL?
The ease and sovereignty of launching your own blockchain with $TANSSI?
A DEV's decision is a sign of investment. Click on each cashtag, analyze the documentation, and comment on which one you would choose!
$TAIKO $MERL $TANSSI
#Infraestrutura #Layer2 #BTCFi #Appchain

Alpha Thesis: Which Web3 "Bottleneck" is Most Urgent (and Profitable) to Solve?

The growth of Web3 is limited by technical and user experience bottlenecks. Which of these projects is tackling the most critical problem?
$CARV, addressing the bottleneck of identity and data portability for billions of gamers.
$CESS, tackling the problem of slow content delivery, crucial for DApp usability.
$ORDER, solving the bottleneck of fragmented liquidity that prevents DeFi from reaching a professional level.
Invest in solutions. Click on CARV, CESS, and ORDER and decide which one is solving the most fundamental problem for the future of Web3.
$CARV $CESS $ORDER
#Web3 #Infraestrutura #GameFi

Second Analysis: Mass Adoption and the Payments Sector

The thesis that crypto will become a global means of payment gains strength with each new integration by traditional financial companies. The movement of giants in the sector to enable transactions with cryptoassets may be the missing catalyst for everyday adoption. Keeping an eye on projects that build infrastructure for fast and low-cost payments is a way to expose oneself to this long-term narrative.
Follow the payments sector. Click on BTC and ETH, the most used assets in these integrations, and on XRP, focused on transfers, to analyze their potential.
$BTC $ETH $XRP
#AnaliseFundamental #PagamentosGlobais #Infraestrutura

Infrastructure Alpha: Is the Future a L2 ZK-EVM ($TAIKO), BTCFi ($MERL) or Appchains ($TANSSI)?

The race to build the foundation of the next generation of Web3 is in full swing, with different approaches competing for dominance. TAIKO bets on maximum compatibility with Ethereum through its "Type 1" ZK-EVM. MERL focuses on unlocking Bitcoin's trillion-dollar liquidity for the DeFi universe. And TANSSI aims to simplify the lives of developers by enabling the creation of customized blockchains (Appchains) easily.
Which infrastructure approach seems most promising to you? Click on each cashtag to analyze the projects and decide where you believe the future will be built.
$TAIKO $MERL $TANSSI
#Infraestrutura #Layer2 #BTCFi #Appchain

Second Thesis: The Importance of True Decentralization - Looking Beyond Marketing

Many projects use "decentralization" as marketing. Few deliver it end to end. Projects like the Internet Computer (ICP) and Filecoin (FIL) focus on a truly decentralized architecture for the internet and data storage. Evaluating node distribution, community governance, and resistance to censorship are crucial factors in identifying projects with real long-term value.
Dive deeper into decentralization. Click on ICP and FIL to analyze their metrics and understand their technical differentiators in the market.
$ICP $FIL $AR
#AnaliseFundamental #descentralizacao #Web3 #Infraestrutura

Sunday Analysis: Is the Oracles Sector the Safest Bet for the Next Cycle?

No DeFi, RWA, or GameFi protocol works without reliable external data. This is where the oracles come in. Projects like $LINK , PYTH, and API3 are not bets on a single sector, but on the entire crypto market's need for data. As Web3 grows, the demand for their services is likely to increase exponentially. Analyzing the market share and partnerships of each oracle can reveal which one is better positioned to capture future value.
Study the critical infrastructure of Web3. Click on LINK and PYTH to compare the leaders in this vital sector and substantiate your thesis.
$LINK $PYTH $API3
#AnaliseFundamental #Oracles #Infraestrutura #Web3

I left $POND and entered $CGPT ... The exchange was already worth it! 🤑🤑🤑 DYOR #Infraestrutura #seed #AI

#KAITO Does anyone know what happened?
she was rising today, I put more to recover and they simply brought this crypto down a lot, making me go 9000 NEGATIVE.

Safe?
Is it going to drop more...?
Should I sell at a loss????

#Binance #criptonews #IA #Infraestrutura