Alpha Big Brain

PFP: @CHADSwtf Investments: @BigBrainVC

[Alpha Big Brain @AlphaBigBrain]

Starting buying up $ISLAND (@niftyisland). Token just launched. They raised $20M in VC funding.

FDV sitting $50-60M range. Looks real good to me at this level as they have built some quality stuff. Not a ton of liquidity but worth taking a closer look if you haven’t. 🤝

[Alpha Big Brain @AlphaBigBrain]

@Nulz80 Trying to be more active here

[Alpha Big Brain @AlphaBigBrain]

This bull run is gonna be glorious.

[Alpha Big Brain @AlphaBigBrain]

We own 1%+ of the @akashnet supply, staked and comfy.

Looking for other AI infra coins flying under the radar.

Give me your best pitch if you want me to buy your bags. AI coins in the bull run is gonna melt faces.

[Alpha Big Brain @AlphaBigBrain]

Will leave this alpha here...

[Sreeram Kannan @sreeramkannan]

@fede_intern @monad_xyz @solana @eigencloud @megaeth is building a high performance parallelized evm L2 using @eigen_da.

Would love to see someone to build ultra low latency consensus protocol on @eigencloud.

[Alpha Big Brain @AlphaBigBrain]

🤣🤣🤣🤣

[Agents 🐧✳️ @ActuallyAgents]

You sold your $dym ??

[Alpha Big Brain @AlphaBigBrain]

This tweet has only 2Kish views. Not seeing many others talking about. Could be a good one to be early in as they appear to be starting a points system.

[Varun @varun_mathur]

We will soon be adding a points system to this node software and those points will be called EACCs for now.

Just cause.

Good samaritans of decentralized networks should be rewarded with social karma.

https://t.co/GkFQ5pr4zJ

(Windows, Linux shipping shortly)

[Alpha Big Brain @AlphaBigBrain]

@crypto_haku Sounds like a decent idea depending on what the allos look like and if not too crowded.

[Alpha Big Brain @AlphaBigBrain]

My mental model on $JUP

I like to be early. FDV is $6B. Doesn't feel early.

If your not early, your late.

[Alpha Big Brain @AlphaBigBrain]

@jawa0926 That’s the beauty of it. Buy as much JUP as you can if you think it is cheap.

Markets would be no fun if it was always consensus.

[Alpha Big Brain @AlphaBigBrain]

@jawa0926 When I posted about SUI I was quite clear I think FDV was not cheap but circulating cap was cheap for an L1. The beauty of the markets is I can express my view with action. I bought a ton in the open markets at 1.10 on launch. Didn’t play out great but I bet with my $$$.

[Alpha Big Brain @AlphaBigBrain]

@jawa0926 Fair question. SUI was not cheap from FDV perspective. We didn't even get it that cheap in private rounds. Why are we bullish? Because L1s have no ceiling. Whatever you think an L1 can reach, think higher. Many think ETH is a 1T asset. We think SUI is up there with Solana.

[Alpha Big Brain @AlphaBigBrain]

@mikeistrading I don't know honestly. It is a great product and they are going after a lot of different sectors beyond just aggregating so hard to accurately price it. But cheaper is always better.

[Alpha Big Brain @AlphaBigBrain]

@Dosedone Feel free to buy. It may go up, may go down. I have no idea. ADA is an L1 though. L1s get priced differently :)

[Alpha Big Brain @AlphaBigBrain]

@drathezsol @guava1121 175M FDV is not cheap BUT I think terms are good compared to investor rounds and you get some tokens relatively quickly.

Seems like a decent R/R bet overall.

[Alpha Big Brain @AlphaBigBrain]

My best advice. Spend less time doom scrolling on X and hit up CoinGecko and dig in low cap coins...

Look for the following signals
- Are they pivoting?
- Did they raise from VC's?
- Still building?
- Any catalysts upcoming?

I'm apeing cheap AI coins all day, every day.

[Alpha Big Brain @AlphaBigBrain]

@zkTuring @eigencloud @pendle_fi @KelpDAO What you think about this strategy?
https://t.co/lrI7RAxh04

[0xJollorenzo @0xJollorenzo]

This is my bet of the year I think, I entered in YTeETH and YTrsETH and I’m farming @eigencloud points, @ether_fi points x2 and @KelpDAO points x3. The mechanism under these products are quite complicated, it took me a while to understand them lmao (maybe I’ll explain them in an other post)

If you want pure numbers I recommend you to read this thread of @PendleIntern

Let’s look at some considerations and drawbacks:

- What happens if EigenLayer TGE is before June? Let’s suppose that we swapped 1 $ETH into 9 YTeETH and we are farming 216 ELpts per day and that 1 ELpt = 0.2-0.3$ like we can see on @WhalesMarket: farming 216 pts per day it’ll take 55 days to farm roughly 2400$ (~1 $ETH at this price), so even if the TGE is 1st April we should be covered (no gain though)

What happens if 1 ELpt < 0.1$? This is a real problem but I think it is a problem for every user that is farming this airdrop, I don’t expect that 1 EL is less than 0.1$, maybe it can be non-linear in the distribution but at the end I think that 1 ELpt > 0.1$.

- if the TGE is in April we will receive less pts but the value of our YTs won’t be zero, we can still swap back. TGE in April means also less points in circulation👀

- we can always cover our play on WhalesMarket, at 0.3$ per pts it should take roughly 30/35 days to farm 1 ETH in pts, I don’t know how Whales will deal with the real TGE and the distribution.

It is a risky play though, we are betting on something that doesn’t real exist (it’s all a fugazi lmao) and of which we haven’t much info about. We’ll se🫡

[Alpha Big Brain @AlphaBigBrain]

Yes, I am farming @eigencloud. So many different ways to play this one. What strategies are any of you using? @pendle_fi? @KelpDAO? Farming EigenLayer is a no brainer if you are holding ETH IMO.

[Alpha Big Brain @AlphaBigBrain]

@Ser_Trevor_ They are building a ton of awesome shit, but end of the day $6B FDV is not cheap anyway you look at it. FDV is a meme in a bull market so it could rage massively but still their is more risk due to high FDV than other coins probably.

[Alpha Big Brain @AlphaBigBrain]

@CryptoVengeance Yeah my viewpoint is a bit skewed :) But in the general sense your upside goes down the higher the marketcap goes. This is similar to all coins. SOL at $20 vs SOL at $100 provides 2 different risk/return profiles.

[Alpha Big Brain @AlphaBigBrain]

@ImmutableSOL Restaking is a fair bit, but Mode, Metastreet and others also. Points programs seem to be spreading.

[Alpha Big Brain @AlphaBigBrain]

I usually don't hold much ETH, but when good farms/yield opps come around I have no problem buying it up to use. Quite a few opps have popped up recently.

[Alpha Big Brain @AlphaBigBrain]

Threw 100 ETH here. Boosted rewards for first 7 days. Still low TVL compared to Blast. R/R looks good here to me.

[Mode 🟡 @modenetwork]

Growth Mode On 🟡

💰 $51 Million TVL in 48 hours
👥 31,544 users bridged to Mode
📈 100k Followers on X

Boosted rewards are only available for the first 7 days.

Bridge to Mode ❯❯ https://t.co/PxyPkx0FYx