CaptainAltcoin Research

⚓ Navigating the altcoin seas since 2017

[CaptainAltcoin Research @CaptainAltcoin]

So much silence around silencio $SLC

They will come after another 2x. One of the comfiest holds going into 2027

[CaptainAltcoin Research @CaptainAltcoin]

base:0x6bd83abc39391af1e24826e90237c4bd3468b5d2 @silencioNetwork

I am surprised there is not much chatter around this micro cap. I am a buyer at this price and slurping any dips that might come.

They’re collecting real voice data and selling it to AI labs.

Contributor cost ~$10/hour.
Standard datasets sell for $30–100/hour (specialized up to $250).

At a $50 sale price that’s roughly 80% direct gross margin before other costs. Dataset reuse could make it even better on later sales.

Company-reported numbers:

- ~2.5 million contributors
- ~180 countries
- ~500k hours in the catalogue
- Q1 2026 voice-data revenue ~$100k
- Monthly operating burn ~$75k
- Team of 14

Not huge numbers yet, but it’s actual commercial activity with repeat customers, not pure promises.

Token side is a bit messier.

100B max supply. Community reserve alone is 32.5B over 120 months → ~271M SLC/month on average. Other unlocks on top of that.

Buybacks of 75% of data revenue are committed, but only after a $1M cash reserve (originally targeted Q3 2026).

Unclaimed-token burns have happened; open-market revenue buybacks still need verification.

Rough math: to offset ~$134k/month in estimated net emissions at current price, you’d need roughly $2.15M annual eligible revenue.

Doable if the business scales, not guaranteed.

Circulating supply numbers differ across trackers, so the exact mcap is a bit fuzzy.

Bottom line from the data: real product and unit economics that make sense, tokenomics that are still emissions-heavy and conditional on future buybacks.

Interesting microcap if revenue keeps growing and the buybacks actually start. Still early and high-risk until the on-chain numbers match the commitments.

Not financial advice. Just the numbers as reported.

[CaptainAltcoin Research @CaptainAltcoin]

base:0x6bd83abc39391af1e24826e90237c4bd3468b5d2 @silencioNetwork

I am surprised there is not much chatter around this micro cap. I am a buyer at this price and slurping any dips that might come.

They’re collecting real voice data and selling it to AI labs.

Contributor cost ~$10/hour.
Standard datasets sell for $30–100/hour (specialized up to $250).

At a $50 sale price that’s roughly 80% direct gross margin before other costs. Dataset reuse could make it even better on later sales.

Company-reported numbers:

- ~2.5 million contributors
- ~180 countries
- ~500k hours in the catalogue
- Q1 2026 voice-data revenue ~$100k
- Monthly operating burn ~$75k
- Team of 14

Not huge numbers yet, but it’s actual commercial activity with repeat customers, not pure promises.

Token side is a bit messier.

100B max supply. Community reserve alone is 32.5B over 120 months → ~271M SLC/month on average. Other unlocks on top of that.

Buybacks of 75% of data revenue are committed, but only after a $1M cash reserve (originally targeted Q3 2026).

Unclaimed-token burns have happened; open-market revenue buybacks still need verification.

Rough math: to offset ~$134k/month in estimated net emissions at current price, you’d need roughly $2.15M annual eligible revenue.

Doable if the business scales, not guaranteed.

Circulating supply numbers differ across trackers, so the exact mcap is a bit fuzzy.

Bottom line from the data: real product and unit economics that make sense, tokenomics that are still emissions-heavy and conditional on future buybacks.

Interesting microcap if revenue keeps growing and the buybacks actually start. Still early and high-risk until the on-chain numbers match the commitments.

Not financial advice. Just the numbers as reported.

[CaptainAltcoin Research @CaptainAltcoin]

The best thing about these unexpected green crypto days is when I see some older CT folks who, even though they made everything they have thanks to crypto, viciously shit on crypto and keep bear or even doom posting about it.

Their predictions about crypto being dead keep being proven incorrect, they keep coming back with their tail between their legs and post like nothing happened. But they seethe and wish their doom posts come true.

I don't get it - if you think crypto is done, just move on bro. You're "extremely smart" and I am sure you will make even more money in your future endeavors. ( YOU WON'T, BECAUSE YOU ARE JUST A DUMB PRICK WHO GOT LUCKY WITH CRYPTO AND SHOULD BE ETERNALLY THANKFUL FOR IT!)

[CaptainAltcoin Research @CaptainAltcoin]

$bat in a small retrace, good spot to buy it around $0.17.

A violent repricing is imminent - it fits multiple hot sectors (AI, privacy, agent payments, crypto cards) and circulation supply is = total supply, ergo noone to dump on you.

With 120m users, distribution side is solved, now time to execute on the new roadmap and tie it in with a good token value accrual mechanism.

This is still a sleeper coin, far from consensus on CT. Just the way we like it, perfect conditions for a big run. I reckon people will wake up to it at $1.

[CaptainAltcoin Research @CaptainAltcoin]

Absolutely the strongest bounce out of all midcaps - $bat

And the weekly looks like this. 2x to reach only the previous local top, 10x to ATH.

This cycle's runners will be good projects from previous cycles that now have good tokenomics as well (no more unlocks, token value accrual).

Higher.

[CaptainAltcoin Research @CaptainAltcoin]

With many dino coins having had their runs, one dino cOin did many revamps and should be the next one to run.

$BAT

It spent 9 years as an ad-rewards token attached to a browser people actually use.

Brave browser has 128 million users and BAT v 4.0 roadmap makes the token much more interesting (revealed in July)

It adds a Rewards Card (186k+ waitlist), a unified wallet, BravePay, AI-agent payments, and revenue-funded buybacks.

~$0.11, ~+40% in 30d off the Aug low.

Supply is fixed at 1.5 billion and essentially fully circulating (~1.496 billion), so there is no unlock overhang. The all-time high was about $1.90–$1.93 in late November 2021.

[CaptainAltcoin Research @CaptainAltcoin]

Are they really gonna send algorand:native now that $strk did 150% in a week? Quantum resistant bla bla

Pay attention, could be a quick 2x swing

[CaptainAltcoin Research @CaptainAltcoin]

Patiently waiting for $BAT @AttentionToken to come out with first buyback plans or stats and it's valhalla.

60% up on our entry but that is peanuts for where we're going if they execute right. You got the attention, execute it now!

[CaptainAltcoin Research @CaptainAltcoin]

Now is the time to focus and figure out what will be the mag7 of crypto. The whole world is coming onchain but not to degen ape around but to buy quality.

K shaped crypto investing is here.

My 5 positions are taken, 2 more to pick from my shortlists.

[CaptainAltcoin Research @CaptainAltcoin]

$Aero finally starting to catch up to $uni. But this is only the beginning because the numbers are completely on aero side.

Aerodrome keeps a much larger share of fees as revenue: $7.8M of $11.7M, about two-thirds. Uniswap keeps $11.4M of $142.7M, about 8%.

Over 30d, Aerodrome's revenue is about 68% of Uniswap's despite far smaller fees.

Uniswap trades at 34x sales, because only a small slice of its fees reaches revenue. Aerodrome trades at 9x, which is cheaper on revenue.

[CaptainAltcoin Research @CaptainAltcoin]

Time for $aero to rerate and catch up with $uni.

Uniswap dwarfs Aerodrome in absolute scale (~10x TVL, ~5.7x volume, ~11x fees), but Aerodrome's revenue (30d) is nearly on par ($14.2M vs $15.9M).

$aero converts a much larger share of fees into protocol revenue.

Aerodrome also trades far cheaper relative to its revenue (P/S 3.9 vs Uniswap's 29.6), while their P/F ratios are similar.

Aerodrome's TVL and fees are both growing faster on a 30d basis.

[CaptainAltcoin Research @CaptainAltcoin]

$BAT

Since this post, I saw many very good researchers joining the bandwagon after us.

Almost 40% up and far from being mentioned often on the timeline.

One good post from the team and it will rip hard. This cycle is so much easier - just do solid research and bid stuff that makes sense and has actual users = profit.

[CaptainAltcoin Research @CaptainAltcoin]

With many dino coins having had their runs, one dino cOin did many revamps and should be the next one to run.

$BAT

It spent 9 years as an ad-rewards token attached to a browser people actually use.

Brave browser has 128 million users and BAT v 4.0 roadmap makes the token much more interesting (revealed in July)

It adds a Rewards Card (186k+ waitlist), a unified wallet, BravePay, AI-agent payments, and revenue-funded buybacks.

~$0.11, ~+40% in 30d off the Aug low.

Supply is fixed at 1.5 billion and essentially fully circulating (~1.496 billion), so there is no unlock overhang. The all-time high was about $1.90–$1.93 in late November 2021.

[CaptainAltcoin Research @CaptainAltcoin]

With many dino coins having had their runs, one dino cOin did many revamps and should be the next one to run.

$BAT

It spent 9 years as an ad-rewards token attached to a browser people actually use.

Brave browser has 128 million users and BAT v 4.0 roadmap makes the token much more interesting (revealed in July)

It adds a Rewards Card (186k+ waitlist), a unified wallet, BravePay, AI-agent payments, and revenue-funded buybacks.

~$0.11, ~+40% in 30d off the Aug low.

Supply is fixed at 1.5 billion and essentially fully circulating (~1.496 billion), so there is no unlock overhang. The all-time high was about $1.90–$1.93 in late November 2021.

[CaptainAltcoin Research @CaptainAltcoin]

Since $agency made this crazy run, your job is now to find RH agency. A couple of them out there but $cradle could be the one. Punted some.

[CaptainAltcoin Research @CaptainAltcoin]

Clean 2x on $agency.

We need one big runner on it, pumpfun will give it even louder support and it is valhalla then.

Don't forget to take profits.

P.s. $edge is killing it again.

[CaptainAltcoin Research @CaptainAltcoin]

Will $agency gonna be pushed by pump fun to completely smolder stonk? I see a big chance of that being the case.

A bit late to it, but I am adding a lot around $10m. Let's hope it will have a stonk like run.

P.s.
Still liking $boar. It will have its run eventually.
And of course holding $router till we reach $100m.
$edge took profits, left a moonbag.

[CaptainAltcoin Research @CaptainAltcoin]

Will $agency gonna be pushed by pump fun to completely smolder stonk? I see a big chance of that being the case.

A bit late to it, but I am adding a lot around $10m. Let's hope it will have a stonk like run.

P.s.
Still liking $boar. It will have its run eventually.
And of course holding $router till we reach $100m.
$edge took profits, left a moonbag.

[CaptainAltcoin Research @CaptainAltcoin]

@Maartiniex Yeah, generic stuff most of them put in tos. Let's see, worth the risk in my books.

[CaptainAltcoin Research @CaptainAltcoin]

Dipped a lot and making a comeback. One big wallet apes and we are off to the races. It is a matter of time.

Dev is stellar, roadmap coming, they did 1m token burn indicating the token is not a memecoin but a vital part of the project.

Offline LLM that Vitalik likes. Market is soo slow.

$BOAR

[CaptainAltcoin Research @CaptainAltcoin]

$BOAR on Base. A good RR at this mc.

Offline AI that runs on your phone with no signal. Vitalik mentioned it as one of the apps he used and liked.

Launched on Clanker v4.
~$2.5M MC. $10M+ vol in 24h.

App: https://t.co/Ql71kJG3CA

Open-source offline AI on Android. Downloads the model once, then airplane mode. Local search. No cloud. No account.

It got to 4.4k holders in a day

Why it can run:

Vitalik bounty for “offline research on your phone”
Working APK (v1.0.0)
Wikipedia pack on-device
@boar_app posting product, not price action

Why it can die:

He tested apps. He did not launch this coin.
No buyback. No app utility for holders.
Attention coins fade when the screenshot leaves the timeline.

[CaptainAltcoin Research @CaptainAltcoin]

@Maartiniex Their last tweet is about improving tokenomics and how they burnt 1m tokens. I think he either changed his mind or you misread it.

[CaptainAltcoin Research @CaptainAltcoin]

@Maartiniex Where did he say it?

[CaptainAltcoin Research @CaptainAltcoin]

$BOAR on Base. A good RR at this mc.

Offline AI that runs on your phone with no signal. Vitalik mentioned it as one of the apps he used and liked.

Launched on Clanker v4.
~$2.5M MC. $10M+ vol in 24h.

App: https://t.co/Ql71kJG3CA

Open-source offline AI on Android. Downloads the model once, then airplane mode. Local search. No cloud. No account.

It got to 4.4k holders in a day

Why it can run:

Vitalik bounty for “offline research on your phone”
Working APK (v1.0.0)
Wikipedia pack on-device
@boar_app posting product, not price action

Why it can die:

He tested apps. He did not launch this coin.
No buyback. No app utility for holders.
Attention coins fade when the screenshot leaves the timeline.

[CaptainAltcoin Research @CaptainAltcoin]

@antman_crypto Router? Yeah, one guy was exiting, he is done. Time to run it back

[CaptainAltcoin Research @CaptainAltcoin]

2 for 2 since our comeback. Hope you listened. Both $ROUTER
And $EDGE killing it.

Router taking a breather, once the narrative is back to inference and private AI, it will do another 5x considering it's mc is so small.

[CaptainAltcoin Research @CaptainAltcoin]

So many good protocols with revenue and buybacks, low p/s and p/f ratios.

One to pay attention to is $EDGE (definitive)