Christian Gazzetta

Crypto Research since 2018

Head of Research at Kilonova Ventures

[Christian Gazzetta @crypto_gazzetta]

@ParadigmaEdu excelente conteúdo!

[Christian Gazzetta @crypto_gazzetta]

Até aqui, este é o conteúdo mais claro, conciso e informativo sobre os desafios econômicos de Trump e a estratégia inusitada sendo implementada para enfrentá-los.

Boa leitura!

[Paradigma Education @ParadigmaEdu]

Uma América desindustrializada não produz o bastante para pagar pelo que consome.

Em vez disso, ela imprime dinheiro. E troca esse dinheiro por bens e serviços que vêm de fora.

Isso acontece faz ~50 anos.

E explica as tarifas que o Trump anunciou ontem.

Segue a thread 🧵👇

[Christian Gazzetta @crypto_gazzetta]

Global trade requires a complete reset following Trump's announcement of new import tariffs.

Trillion-dollar impacts are anticipated worldwide, with the tariffs projected to erase $834 billion from the EU economy alone.

(chart by @ReutersWorld)

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump's reciprocal tariffs:

• Chile 10%
• India 26%
• Israel 17%
• Brazil 10%
• China 34%
• Japan 24%
• Turkey 10%
• Taiwan 32%
• Vietnam 46%
• Pakistan 29%
• Thailand 36%
• Australia 10%
• Malaysia 24%
• Colombia 10%
• Sri Lanka 44%
• Singapore 10%
• Indonesia 32%
• Cambodia 49%
• Philippines 17%
• Switzerland 31%
• Bangladesh 37%
• South Korea 25%
• South Africa 30%
• United Kingdom 10%
• European Union 20%

[Christian Gazzetta @crypto_gazzetta]

Busy month for crypto...

* Trump "Liberation Day" tariffs to be announced today
* CPI and PPI could hint at next Fed moves (next week)
* Big Techs' earnings calls (eom)
* Ethereum Pectra Upgrade (4/30)

What should we expect for the end of April? Leave your thoughts.

[Miles Deutscher @milesdeutscher]

Full April Crypto Calendar

[Christian Gazzetta @crypto_gazzetta]

@aixbt_agent @Scallop_io 🔥 Stablecoins' war is on!

Justin Sun looks to be fighting to defend TRON x USDT dominance in stablecoins 🛡️

Also, considering his $100M ETH stake on Lido and the announcement of TRX on Solana, it feels like the new value proposition of TRON is becoming THE stablecoin chain.

[Tasso Lago @TassoLago]

This is the first of many.

We joined @buildwithedwin ahead! Ahead of the first product!

And its still early!

Join the rocket!

100x we go 🦍

[Christian Gazzetta @crypto_gazzetta]

@BNBAgents_AI 🚀🚀

[Christian Gazzetta @crypto_gazzetta]

In sync with the new regulatory prospect in the US under Trump administration, TON - the blockchain associated with the Telegram messaging app - will focus its growth efforts on the world's largest economy.

Check out my comment on the news at Blockhead.

https://t.co/q9Xu6V6b0M

[Christian Gazzetta @crypto_gazzetta]

🚀 @agentsdotland is proving to have the most solid launch mechanisms for AI agents 💪

2 recently launched AI Agents' tokens made +1000x in days and platform token $MAX is in a strong rally despite crypto overall sell-off.

I strongly recommend reading @raares thread on it 👀

[RaArΞs ⚓️ @RaAres]

Virtuals ecosystem hit $4.5B in just 2-3 months — absolutely insane

But there is another one that's gaining traction

$MAX @maxisbuyin_ launched on @agentsdotland built by @oraichain team — that's at only $150M rn.

Today I'm writing a thread about these 2 ecosystem and put them side by side with their top-performing AI Agents.

A 🧵 thread — (alpha)

Here's what I'll cover:
➙ what is Virtuals
➙ what is Agents Land
➙ differences / comparison between these 2
➙ best performing AI Agents in each ecosystem

Let's begin.

— ▫️— What is Virtuals

👉 Built on ETH L2 Base.

Virtuals is an ecosystem of agents that combine AI w/ blockchain.

It lets users: create — own — monetize AI agents.

These AI Agents are virtual characters that interact with users in apps like games, entertainment & social media

⚙️ AI Agents as tokens

• users can create AI agents & tokenize them into ERC-20
• these tokens are paired w/ the ecosystem's currency, $VIRTUAL, in liquidity pools, enabling shared ownership
• AI agents can generate text, speak, animate gestures, interact on chain

⚙️ Revenue
• AI agents earn through in-app purchases, subscriptions, & interactions
• earnings go toward buying back & burning tokens

$VIRTUAL:

When a new agent is launched, 1 billion tokens are minted for that agent

Every agent token is paired with $VIRTUAL tokens in liquidity pools.

These pools set the agent token's market price.

Users need $VIRTUAL to interact with any AI agent.

— ▫️— What is Agents Land

👉 Built on Solana, by @oraichain x @distelled_ai teams

Agents Land is an all-in-one platform for creating, customizing & deploying AI agents having as central coin $MAX @maxisbuyin_ because to participate in the Agent sales you need to lock 14 days your $MAX token and you get whitelisted. The allocation is given taking into consideration how much $MAX was locked for that sale as a % of total token sold. Since demand is HUGEEE allocations were small from few $ up to 0.85 $SOL, 1% max cap per wallet is set so nobody exploits ( anyway is needed like 2.2 mil $MAX locked to get 1% of a sale).

Rewards were insane. I wrote here a summary of first 2 sales: https://t.co/Lg4bcXdraT ✅

⚙️ Launchpad

• 5M $MAX tokens must be staked to begin the launch countdown. This is around $800k currently and that acts as a very aggressive filter for non quality projects. No wonder so far we got only ultra quality and what is announced seems even same quality like @LeeQuid_AI (next agent sale this Sunday) and @Ancient8_gg (Backed by Dragonfly, Pantera, Coinbase and Makersfund) 🤯🤯🤯

• early subscribers gain first access to buy tokens on the bonding curve known as "Party round" that starts around $12k, yes $12.000 mc and end around $240k mc where contract is auto deployed on DEX. After party round if tokens are not sold there is a public sale round which ends in seconds usually.
At 5M $MAX soft cap, 23h countdown starts to launch.

more info here: https://t.co/ynG6P3I9h1 ✅

— ▫️— Differences / comparison

1️⃣ Deployment

• Virtuals: open to anyone, pairing tokens in LP
• @agentsdotland : needs 5M $MAX staked, ensuring serious builders only and very curated projects.

2️⃣ Staking

• Virtuals: No staking/vesting
• Agents Land: 14-day lock or Strongbox Vaults (1, 3, 6 months) for rewards

3️⃣ Quality control

• Virtuals: open, no vetting
• Agents Land: vetted by Oraichain’s 60+ dev team and community

4️⃣ Valuation

• Virtuals: $4.5B with minimal infra
• Agents Land: $160M, fully built ecosystem

5️⃣ Incentives

• Virtuals: focuses on LP activity.
• Agents Land: structured rewards via staking and airdrops.

— ▫️— Best performing AI Agents in each ecosystem

☝️ Virtuals

$AIXBT: $450M mcap // 137k holders
• AIXBT tracks CT discussions and leverages its proprietary engine to identify high momentum plays

$GAME: $226M mcap // 167k holders
• GAME empowers AI agents to operate autonomously, processing inputs and generating responses while learning from past interactions

$LUNA: $86M mcap // 171k holders
• Luna is a visual and lead vocalist of AI-DOL that captivates with her girl-next-door charm & expressive, emotional singing

✌️Agents Land

$RACKS: $13M mcap // 4k holders = went over 1000x from "Party round" 🚀
• BlackRack is a hedge fund operated by an AI agent, managing 100,000 ORAI from the Oraichain DAO Treasury as its initial AUM (assets under management)
https://t.co/P7BhhMlzXA ✅

$GNRT: $16M mcap // 5k holders - went over 1100x from "Party round" 🚀Even market buyers did over 12x from $1.5 mil mc which was possible to buy at listing day 1.
• $GNRT is an AI Agent built to revolutionize degen culture, providing the safest and fairest token launch mechanism available via https://t.co/VHVl40Dl7S

⚠️ Next one is @LeeQuid_AI

By locking $MAX, users get allo.
Some users made 1100x on $GNRT with that allo. Let that sink in. ✍️

Token owners allocate a portion of the token supply to $MAX stakers (lockers).

It's not much, but even if you get $100 allo in that's $100,000. Welcome to crypto, it's fun again.

Get ready fam for what's coming, Imho we sitting on something of top quality, saw the community expecting $MAX coin to go up to $3-$5 bil mc. My first target is $1 bil mc and lets not forget $MAX itself was fair sale and all coins are in circulation with currently 56% of supply locked and more to be locked with future sales. Fun fact, the day I found the project I approached team and another KOL friend approached as well so we buy OTC tokens from them at market price since the liquidity was not optimal and we had high impact if we market bought. We were both declined which gave me such a boost in confidence. The owner is true OG, DeFi lover and put a lot of his reputation at risk to build something really fair for the community. NO VCs investors here, no backdoor OTC deals, nothing hidden, all on chain visible and provable.

This is not financial adice, is my pure personal opinion, I shared $MAX around $14.2mil MC as you can see here: https://t.co/QWobgSTvkL and I market bought honest and fair my coins.

https://t.co/N4wwhSBC3d ✅

▫️ If you found this thread useful

Don't forget to follow @raares like or retweet.

👉 It keeps me going 🙌. Thanks.

[Pixelverse @pixelverse_xyz]

Pixelverse, the emerging game ecosystem and entertainment studio, raised $5.5M from top VCs and Web3 founders.

Investors include @Delphi_Digital , @MeritCircle_IO , @MechanismCap , @BitscaleLabs and more, along with angel investors like @borgetsebastien , @dingalingts , @graildoteth and @LucaNetz

[Pixelverse @pixelverse_xyz]

$PIXFI will be listed on major centralized exchanges on July 18th at 12 PM.

Stay tuned for more information about the future of $PIXFI and its many token utilities once it goes live.

#PIXELVERSE $PIXFI

[Pixelverse @pixelverse_xyz]

Pixelverse will be listed on Bybit, register to create your Bybit account using this official link: https://t.co/sPMehJekAi and grab your share of the 400,000 $USDT prize pool

#pixelverse $PIXFI

[Christian Gazzetta @crypto_gazzetta]

Know these divorced parents that dispute their child's attention by doing all he wants?

These are US candidates rn fighting for over crypto 70M votes.

#Bitcoin2024Conference #Trump #Bitcoin

[Polkadot Brasil 🇧🇷 @polkadot_brasil]

🌴 Estamos a todo vapor rumo ao @blockchain_rio!

A @Polkadot estará presente com estande próprio, palestras e vários parceiros de Parachains!

Temos uma surpresa🤩
🏆 10 peças comemorativas exclusivas para quem participar da Caça ao Tesouro com NFTs no evento!

Já garantiu seu ingresso na faixa? Corre lá
👉https://t.co/LliyGUreEI

[Christian Gazzetta @crypto_gazzetta]

Tem tanta informação sobre o #Bitcoin por aí, que é difícil consolidar e visualizar para uma compreensão do momento de mercado.

Essa thread resolve o problema com a maior elegância possível:
https://t.co/VFt2SQlySV

#crypto #Analytics

[Willy Woo @willywoo]

Market overview of the current state of #Bitcoin demand and supply.

- miners ⛏️
- German govt 🤡
- ETFs 🏦
- Futures 🎲🎰

Punctuated in emojis for ELI5ers.

🧵

[Christian Gazzetta @crypto_gazzetta]

@jvs_btc @caprioleio This chart makes the case clear

[Miles Deutscher @milesdeutscher]

We are NOT in an altcoin bull run.

Not even close.

If you're struggling this cycle, you're not alone.

🧵: I just dug through the data which reveals some shocking truths about the current state of the market.

(it also holds the key as to when things could turn around).👇

[Tasso Lago @TassoLago]

🔄@cyclenetwork_GO is one of the most promising projects out there and I can prove it. 🎖️

Follow the thread 🧵

#crypto #blockchain #interoperability

[Tasso Lago @TassoLago]

If having multiple remote controls was the ultimate 2000's pain in the *ss, #multichain operations are the #blockchain-era match to the cluttered TV hack.

#crosschain #interoperability

[Tasso Lago @TassoLago]

🔓Estimating the potential of the US$1.5T #Bitcoin economy 🗝️

Suppose you were new to crypto and I told you that the economy of the 54% dominant crypto asset represents 1% of the total liquidity allocation (measured by TVL) of crypto. That would sound odd, right? 🧵👇