isildur2

Variational Code : OMNISILDUR Extended Code: STRONGHANDSDMV TXFlow Code: EQ0PWLNXR6

[isildur2 @ClassOfNov2017]

@chameleon_jeff @HyperliquidX GOAT

[isildur2 @ClassOfNov2017]

@Tristan0x @log4j Let me guess , turning on the tv means I'm accepting some terms and conditions

[isildur2 @ClassOfNov2017]

@spycraft101 @grok do a where is she now

[isildur2 @ClassOfNov2017]

@log4j @grok legit? If so what is Samsung comment on all these stories?

[isildur2 @ClassOfNov2017]

@KatoProducer @grok if she didnt know who did royalties go to?

[isildur2 @ClassOfNov2017]

@jaybjackson @AndrewBrandt Dr above mentioned that because he didnt want to talk in absolutes without patient history

[isildur2 @ClassOfNov2017]

@Tejas_waitforit Dirty

[isildur2 @ClassOfNov2017]

@jaybjackson @AndrewBrandt There are standard protocols available, no risk of lawsuits...they are literally checking boxes before making decisions

[isildur2 @ClassOfNov2017]

base:0x21cfcfc3d8f98fc728f48341d10ad8283f6eb7ab facts

[vitalik.eth @VitalikButerin]

Glad to see that Ethereum L1 will have a new strong prediction market contender that is dedicated to decentralization, and being ethical and not corposlop, and to actually trying to do interesting and meaningful things with this class of economic primitive.
https://t.co/Rj86ZJl3G4

[vitalik.eth @VitalikButerin]

Glad to see that Ethereum L1 will have a new strong prediction market contender that is dedicated to decentralization, and being ethical and not corposlop, and to actually trying to do interesting and meaningful things with this class of economic primitive.
https://t.co/Rj86ZJl3G4

[⚔️ Mojo.eth 🔴 @mastermojo83]

My current technical thesis on @Trueo_ base:0x21cfcfc3d8f98fc728f48341d10ad8283f6eb7ab using the True/wEth Chart

- Bearish/resistance case: Failure to hold and accept above the current band keeps the pair range-bound or subject to further rotation lower, consistent with liquidity still being relatively thin (~$650–700K) and usage still early.

- Bullish/price-discovery case: Acceptance and sustained hold above the highlighted levels (with rising volume and follow-through) would open the path toward prior local highs and into higher price discovery, especially if ETH mainnet migration progresses, @DefiLlama activity, or additional integrations provide the catalyst. Volume responses to the @VitalikButerin and DeFiLlama news already demonstrated sensitivity to narrative.

Liquidity is the practical constraint today (pool depth limits size). The ETH mainnet move + DefiLlama distribution are the clearest paths to thickening books and reducing that friction. Relative strength vs ETH will be the cleanest gauge of whether the thesis is being priced in.

Price Targets & Multiples vs Competitors
These are scenario-based, not predictions. Current ~$0.12–0.13 / ~$12–15M mcap.

• Conservative / Base Hold
$0.25–0.40 | $25–40M mcap | ~2–3×
Near prior ATH ($0.26) on successful ETH migration + modest volume growth. Still tiny relative to category leaders.

• Base Case
$0.50–1.20 | $50–120M mcap | ~4–10×
ETH liquidity build + DefiLlama traction drives meaningful usage. Similar to early scaling phases of other onchain primitives.

• Bull / Price Discovery
$2–5+ | $200–500M+ mcap | 15–40×+
Becomes a recognized decentralized alternative or the embedded prediction layer for major DeFi data sources. Even a small fraction of @Polymarket /@Kalshi scale supports this.

Competitor Context
• Polymarket: ~$13–21B valuation
• Kalshi: ~$36–40B valuation
• Azuro (onchain peer): low six-figure mcap

From a ~$12–15M base, even modest share of the prediction market category or strong relative multiples vs thin onchain competitors implies large upside.

Why base:0x21cfcfc3d8f98fc728f48341d10ad8283f6eb7ab Belongs in Every DeFi Portfolio / Fund (Asymmetric Allocation)

1. Ethereum and values alignment: Explicit L1 migration + Vitalik’s “ethical and not corposlop” framing signals credible neutrality and long-term fit inside the Ethereum ecosystem rather than pure extraction.) has limited downside relative to portfolio size but large upside if Trueo captures onchain share or becomes infrastructure for data-driven markets.

2. Ethereum and values alignment: Explicit L1 migration + Vitalik’s “ethical and not corposlop” framing signals credible neutrality and long-term fit inside the Ethereum ecosystem rather than pure extraction.

3. Distribution moat in progress: Embedding markets where DeFi users already live (DefiLlama dashboards) is a higher-leverage go-to-market than building a destination app from scratch. This is the kind of distribution primitive that funds and researchers actually use.

4. Differentiated product: Yield-bearing collateral (TYD) + staker-secured optimistic oracle + fully permissionless market creation address real pain points (idle capital, resolution trust, and centralization).

5. Liquidity trajectory: Current thin books are the main friction. Migration to Ethereum mainnet + continued partnerships are the explicit path to resolving it. Early movers in similar liquidity-upgrades have historically been rewarded.

Risks (material): Usage and fees are still very low; migration timing and execution risk; prediction markets remain winner-take-most; liquidity can stay thin for longer than expected; regulatory overhang on the broader category; small-cap volatility and concentration. This is a high-risk, high-upside satellite position, not a core holding.

Bottom line: The chart is at a decision zone vs ETH. Acceptance higher opens price discovery; rejection keeps it range-bound. Fundamentally, the Vitalik-endorsed L1 move + DefiLlama embedding are high-quality catalysts for a clean-tokenomics, yield-aware, fully onchain prediction market. From a ~$12–15M base in a category with $10B+ valuations elsewhere, the multiple potential is real if liquidity and usage follow the narrative. Size accordingly and DYOR.

This team is goated and another reason why I am betting on the Price Discovery targets 🍻

[isildur2 @ClassOfNov2017]

@foundmyfitness @grok can you define later stages?

[isildur2 @ClassOfNov2017]

@Polymarket @grok whats the link?

[isildur2 @ClassOfNov2017]

@EricLDaugh @grok what is his gofund?

[isildur2 @ClassOfNov2017]

@nicksortor @grok who is the teacher involved?, what is his or her story that day?

[isildur2 @ClassOfNov2017]

@Straight2zer0 @yajnshri You are Slow walker get out my way

[isildur2 @ClassOfNov2017]

@Polymarket @grok fact check

[isildur2 @ClassOfNov2017]

@SoskaKyle @mlmabc @grok thoughts?

[isildur2 @ClassOfNov2017]

@MLFootball @TheRealCruzOx @BarstoolNOLA @Birm @BarstoolOSU @grok fact check...how much is his annual contract and will he really be paying this much taxes?

[isildur2 @ClassOfNov2017]

@KWaglerMuse @grok what does the sign mean?

[isildur2 @ClassOfNov2017]

@sehrishlyy 12