I have consolidated my portfolio over the past months into just RENDER, VIRTUALS, DUSK and TAO (all tokens delegated to subnets). The best option for me - quality over quantity in strong areas - AI, AI agents and privacy. Plan to keep DCAing into TAO. Amazing concept!
There has been much talk of possible rugs, scams etc but the mood seems gradually to be becoming more positive. I am one of those remaining optimistic but some measure of reassurance would, I am sure, be welcomed by many of us presale investors!
@ClefGcf Can you comment on the post launch sudden price crash and very gradual recovery? I note plenty of small buys which is promising - I have DCAed twice on top of my presale holding but would welcome an update on what has happened, and why, and what lies ahead.
Why I think @OpenVPP | $OVPP could redefine the energy market
I recently jumped on a call with @ParthKapadiaX, founder of OpenVPP
It gave me a much clearer picture of what they’re building and why it matters, so I'll share how I see OpenVPP now in case you find it useful.
The energy market is changing in front of our eyes. For decades, power came from a few giant plants. Now solar, storage, and EVs are turning millions of households into producers.
That shift creates a simple but massive problem: coordination.
Today, if your house or EV sends power back to the grid, you get a tiny discount at the end of the month. That delay kills the incentive to participate. Why give up your energy today for a small discount weeks later?
OpenVPP fixes that by putting crypto rails + USDC stablecoins at the core. Contribute energy = get paid instantly.
Real-time settlement transforms the economics:
1. Utilities get flexible capacity during peaks without building new plants (Virtual Powerplants)
2. Consumers monetize assets they already own (panels, batteries, EVs).
3. The grid becomes more resilient as renewables scale.
If you stop for a minute you'll see how all the pieces they've shared over the previous weeks start connecting:
- Circle Partnership = Circle provides the stablecoin rails (clear incentive for them: USDC adoption).
- Exelon/ComEd (largest US utility group) = Want to grow their access to home energy, is already in pilots with 6M+ customers, EV billing integration, 10+ GW of flexible resources...
- Tesla Energy Partnerships = They build the hardware layer (batteries, solar), but they still need monetization rails for users.
OpenVPP becomes the neutral coordination + payments layer sitting in the middle.
This isn’t a theoretical play, it’s where the market is heading. Solar deployment is compounding, EV adoption is exploding...
Utilities are under pressure to modernize, but they won’t build these rails themselves, and they won’t invent crypto native settlement. That’s the wedge for OVPP.
The big moment ahead is Oct 25, when OpenVPP World is unveiled at the Global Electricity Distribution Industry’s flagship conference in Orlando.
The room will be filled with the majors. If @ParthKapadiaX and team secure pilots, we will be talking about 8–9 figure SaaS contracts with global utilities.
For the first time, utilities will see how they can:
- Aggregate & dispatch distributed energy resources (solar, EVs, batteries).
- Settle those flows instantly on-chain.
- Pay users in $USDC or $OVPP in real time.
Crypto has been great at building programmable money. OpenVPP is showing how those same rails can unlock programmable energy flows.
When you step back, it makes sense, renewables and electrification are giving households the means to generate power.
The missing link is making that power liquid, tradable, and valuable at the grid level.
Bullish
$OVPP is almost at ATH and the rest of the on-chain market stay quiet.
Tells me a lot.
This gem will bounce the hardest imo and it's yet to make new ATHs and breach 100m.
Much more to come here
Do you know why $OVPP's daily chart looks like this?
Because people are starting to realize what I've been trying to tell you for ages.
$OVPP is built differently. So many different onboardings of so many high quality individuals is something so rare, especially for new projects.
That's why I love it so much, and that's why I keep saying that imo - this one is going to 9fig mc soon
@OpenVPP could be the breakout star of this bull market. It offers everything that an RWA asset needs to succeed, providing world wide digital support to energy companies. The internet of energy. Outstanding management and investors.@kylechasse@milesdeutscher@Peter_thoc
@jamierkennedy Kilspindie (on the right of photo) is exquisite, short and looks straightforward but many good players scratch their heads after playing it and wonder why they didn’t score as well, often nearly as well, as they expected! Just a beautiful, very natural piece of golfing paradise!
Are you able to share your up to date views on @BotifydotCloud - still just as bullish and waiting for positive reversal? I would be really grateful to know how you feel @gordongekko
@NoozMedia Thank you for trying so hard to build a sustainable project from scratch. You will have learned much and will use your knowledge and experience to good effect in whatever you do next. NOOZ was well crafted and humorous and you built a loyal and appreciative community. Thank you!
Among my largest AI holdings now is BOTIFY whose developers are making huge strides and which is increasingly attracting whale support and developing important relationships with major players. Well worth a close look! Thank you @gordongekko for spreading the word!