I think people should pay attention to what @GrailCo is doing still early but I think they are onto something with the creator RWAs. The sports card stuff is cool, but the creator angle is an emerging market they are pioneering. Crypto is at it's best when it creates net new markets. these are basically memecoins for these creators but backed by tokenized collectibles that give the token a floor value I can see a world where these end up being the default memecoin for these creators

even the most tapped in CT people have no clue what's happening within the bittensor ecosystem kinda surreal spot to be where you now just have to wait for the crowd to catch up to what you already know

this is the $FWA bull case btw everything until this happens is just working out the kinks and fine tuning the machine you dont build a better launchpad by tweaking a few minor things. Instead you completely rethink what a token launch even looks like and build something 10x better It's the only way to compete

feels good to have a solid grasp on the market + feel for where things are heading + properly allocated this is what the bear market prep does. It puts you in a great position to capitalize once the tides turn bullish never felt more prepared for whats to come lfg

the idea behind "new coin good" also applies to metas a new meta will (almost) always provide a much better risk to reward setup old - L1s - memes - launchpads - dexes - defi - laundry list of others new - deAI - gacha - proof of useful work - v4 hooks - tokenized collectables - agents - perps - ownership coins/futarchy There is nuance tho because sometimes the 2nd time around for a meta ends up being the real wave and the 1st wave was too early. But some metas are clearly "dead" (l1s, defi, dexes)

with PRL trading around $1.5b fdv, I’m struggling to see why NOCK at roughly $75m fdv is not a layup over the next 3-12 months? I understand why PRL gets the AI premium. But a ~20x valuation gap feels excessive given that nock has several advantages: - It is further along technically - A large portion of miner emissions has already been absorbed by the market - It is a general-purpose verifiable compute / PoUW protocol rather than a single-workload bet - It has a credible path to expand into AI workloads such as MatMul if that demand materializes - It is aiming at app settlement, private/verifiable computation, and ZK-based infrastructure, not just one AI compute niche - It has a native privacy/verifiability angle through ZK proofs - Its fair-launch supply dynamics may now be more favorable after months of miner distribution im very bullish on proof of useful work becoming a major narrative over the next year. But with fair-launch PoW assets, the earliest phase is often dominated by emissions and miner selling. That can make the asset uninvestable until enough supply has been distributed and absorbed. That is where I think nock may have a structural advantage: it is already further through that emission overhang while still being valued like an obscure technical project, not like a PoUW narrative asset. with prl proving the demand for PoUW projects and nock being the furthest along, I dont see how nock isnt a pretty solid bet here over the next 3-12 months. nock nock

really hope we see bankr rollout a staking mechanism similar to vvv/diem. Feels like with their llm gateway already built out that this is prob the direction they are heading towards stake bankr, mint XYZ token that represents some $ amount of compute the vvv/diem tokenomics are some of the best ive ever seen in crypto so hope they either copy it OR better yet improve upon it somehow