My largest bet this cycle thus far
Want to do a brain dump to bring visibility and spark discussion because I feel like I’m missing something since I don’t see anyone else as excited as I am
Adoption and regulation are no longer a bottleneck for the crypto industry
Gary Gensler is out
Paul Atkins is pro crypto
Crypto regulation is forming (genius act + clarity act)
Trump is extremely pro crypto
Every company/VC/industry is trying to expand into crypto
I expect 100M+ people to be onboarded over the next 2–3 years
The bottleneck i see is in the infrastructure
Adoption is crucial but if you can’t enable or support that adoption it becomes meaningless
ETH in the early days was “fast” but once it got heavier adoption it became clunky and expensive to use
That’s where Solana came in and most of the crypto natives pivoted to Solana
If we get significant global crypto adoption over the next few years I expect the same scalability problems to happen to the current chains we all use today
KTA is the only L1 with the potential scalability to simultaneously power memes defi global payments RWA agentic payments depin socialfi gamefi
10M TPS stress test verified by Google Cloud
https://t.co/GnztHhrMc5
Around 160x Solana’s TPS
Around 200x ETH L2’s TPS
Around 38x Sui’s TPS
To give you an idea how much TPS we need:
To bring Visa on-chain you need at least 5M TPS no chain today can handle that
If Keeta had pursued a crypto VC raise focused purely on its scalability features it likely could have easily raised in the billion dollar range much like sui monad bera etc
The only blockchain to pass Visa’s compliance, also filed with the SEC
Native identity linked to your Keeta wallet allows for KYC/AML checks to be done at the transaction level (KYC is optional)
The chain is both permissioned and permissionless allowing both TradFi and crypto natives to operate on one chain
Anchors let all chains/apps connect directly to Keeta without relying on third-party bridges
Partnered with @SOLOAPI for on-chain identity they work with over 100 FDIC-insured banks
@ericschmidt invested $20M
It’s his first angel investment in crypto he could’ve done any altcoin why keeta?
Eric is smarter than 99% don’t mid-curve it
Launched onchain at a $40K market cap creating a wealthy cult like community
All of the largest L1s launched sub $30M market cap and took retail on a generational wealth creation journey think BTC SOL XRP BNB etc
Huge information asymmetry not many people understand Keeta and the TAM it’s going for
Huge positioning asymmetry search $KTA on Twitter it’s all Reddit normies barely anyone on CT is exposed even with mainnet 3 days out
No VC raise so all crypto VCs are sidelined
As a VC how can you explain to LPs that you didn’t get any exposure to the FASTEST blockchain infrastructure once word gets out It will trigger a reflexive domino effect
Not listed on major exchanges, coinbase has announced but still yet to list- likely waiting mainnet
Keeta has no VCs unlocks to dump on your head unlike 95% of the L1s
The FDV for keeta is $1B the future emissions = community incentives 10% , team 20% and early equity investors 20%(eric Schmidt)
The team recently announced they will merge the 20% team and 20% early investor supply and will never sell them meaning the true inflation is only the 10% community incentives tokens over 3 years
https://t.co/36tZCnTPpL
This is important as it means there is currently a supply shock and it’s also extremely rare for both the team AND equity investors to align on something like this It also means the real market cap for KTA is around 450M —FDV in this instance is truly a meme
Eric Schmidt will never sell a keeta token according to this announcement, what does he know to commit to that?
The TAM for an everything L1 is in the trillions
You are still early
Anyways that’s enough idea dumping I have 50+ more points I want to make but this should be enough DYOR NFA
What am I missing?
Listen to me bro.
U need to be MORE ANGRY.
Think about all the people that call you deluded. Think about all the hoes that rejected you. Think about the times you were heartbroken.
Think about the fact that you can't travel where you want or do what you want..
GET ANGRY
Clear double bottom on $ETHY 💎
Those that don’t see the true vision of the project have sold by now.
This current setup has INSANE R/R, I’m stacking some more here…
Face-melting rally soon 🔥
- Studious
Just cleared another $70k/month... again
Wholesaling land is CRAZY
1 year ago today, I got back from a trip with a friend who was doing well wholesaling. I was intrigued and started learning about it. He helped me of course.
After I closed my first deal at the very end of last year I set some goals for 2025...
$200k revenue (I thought I was shooting for the stars).
Took me a while to figure my systems out, but I have now cleared $200k since the beginning of the summer.
This shit has changed my life and there are hundreds of ways for me to scale from here.
Anyone can do this, it's just a matter of if they are willing to sacrifice.
Now I can literally go wherever I want whenever I want with whoever I want.
I would love to help people escape the "matrix" as well.