fiskantes (fiskantes)

Stride.zone Accumulation: 10-24 Jan, 2.9 - 3.7 USD Thesis: Dominant LST in cosmos eco (enabling stTIA, stATOM, stOSMO...) At around 300M val it's relatively most undervalued proxy bet on the upside of Cosmos / Celestia ecosystem with capable crypto native team (confirmed on the call) and clear value capture

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https://bittensor.com/ I am generally very sceptical about AI x crypto coins, as they are misguided efforts at best and outright grifts most of the time (deepbrainchain anyone?) However one project stood out from the rest while doing the research. Bittensor and $TAO

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Bitcoin but: 1. fully programmable and turing complete 2. has it's own programming language 3. it doesn't burn electricity with PoW, uses PoS 4. it's actually deflationary when used 5. value accrues to holders not miners 6. also not a security so ETF imminent who is building this

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Farcaster is better than twitter but it doesn't feel like it's 10x better yet Frames are cool, but my feed is already drowning in them, every second post I see is some frame that wants me to perform some action Channels and warps are neat tho

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