Opinions de ahboyash(@ahboyash)

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The Litecoin of Solana

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The faster you learn how some founders can dump their team tokens during (and before) TGE and that it’s not always the market maker’s fault the easier it is to avoid losing money and be more selective with what you ape :)

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The faster you learn how some founders can dump their team tokens during TGE and that it’s not always the market maker’s fault the easier it is to avoid losing money and be more selective with what you ape :)

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What happened to FHE Restaking zk-WASM zk-EVM zk-Coprocessors zkML Rollups as a Service (Raas) Intents Restaking Shared Sequencers Sovereign Rollups Autonomous Worlds/ FOCG Proposer–Builder Separation (PBS) Preconfirmations ?

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With all the new token launches going to zero, principles to remember • A good project doesn't mean a good token • A project has 2 products: the product and the token • Project with revenue doesn't necessarily benefit token holders • Big names in the cap table + fomo-ed fundraising doesn't mean the token does well • Good product + narrative > tokenomics • Exchange listings are not catalysts anymore • Publicly published tokenomics information does not mean shit (if I have to explain to you...) • Low float + sky-high FDV ≠ real demand What matters • Founders who pay attention to both the product and token • Teams who pay attention to a proper token launch (float, MMs, liquidity, CEX negotiations) • Founders that understand marketing, narrative, western + Asian GTM, KOL strategies • Founders that bother with IR and actively pitch to funds post TGE • Token flywheel, sinks and utility • Direct value-capture loop (fees, burns, buybacks) from the business • Effective community building • Low token inflation (token unlocks) Price is the best marketing. Or just reach out to @mementoresearch ;)

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Robots are leaving the lab and coming on-chain. From @reborn_agi's “full-stack physical-AI enabler” to @PrismaXai “AWS for robot data". I mapped 5 projects trying to own the machine economy, and possibly the trust gaps no one has solved yet. - - - - - 1. Market topology Infrastructure rails: @PrismaXai (data-validation & tele-op hub) and @reborn_agi (Humanoid Data Platform) are racing to become the “AWS + Unreal Engine” of embodied AI (we love this term now over "robotics"). Community-first flywheels: whereas the likes of @frodobots (@BitRobotNetwork + @SamIsMoving) and @xmaquinaDAO are playing more towards the retail co-ownership narratives (memes, DAO treasuries) to bootstrap robotic fleets. Open collaboration layer: @openmind_agi positions itself as an OSS runtime + P2P network that any robotics project can plug into, using blockchain rails and natural-language buses for alignment. - - - - - 2. Competitive edges • Reborn AGI: hardware + sim moat • PrismaXAI: data is king; scale governance to oversee crowdsourced validators • Frodobots: viral growth, but hardware margins and safety liabilities (city regulations) loom • XMAQUINA: treasury diversification hedges risk, yet DAO execution (strategies/investments) will be decisive • OpenMind: wins mind-share with “shared intelligence” ethos, lowering integration friction via connectors Projects still need to solve: • On-chain liability cover, safety scoring or compliance attestation • Inter-network liquidity and interoperability • Real revenue verticals - - - - - Seeing a lot of narrative plays and demos online and at @superai_conf but the robotics-crypto stack is definitely maturing to (crypto) economic primitives. With OpenMind adding an open runtime & identity fabric, the next breakthrough will come from whoever secures trust, liquidity and interoperability across these robotic fleets.

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