Four Moons

DeFi Fund & Project Advisory and Blockchain Network Staking

[Four Moons @fourmoonsllc]

Hey new followers 👋

Meet the four moons partners (that are on Twitter)

We have a few core focuses in this industry:
- seed/angel stage DeFi investments
- advising DeFi protocols on GTM and tokenomics
- running validators
- rolling our treasury around DeFi and get involved in governance just like all you

@boz_menzalji - former COO of Akash Network, entrepreneur, member of the CVX5, pioneered the playbook for running a validator community in the Cosmos space and why we have a validator busieness

@Ace_da_Book - chief strategy officer, top tier trader, defi writer, deeply involved in ve(3,3) tomen projects like Thena, manages all of our trades and portfolio sizing for our own treasury as well as our hedge fund subadvisory business

@JasonHitchcock - 13 years in early stage startups, exited a startup twitch, 25+ angel investments in web3, DeFi evangelist, startup me tor ar several accelerators, member of CVX5, also leads Ecosystem BD at @thirdweb

Our fourth moon is not active in Twitter but Ash runs operations for four moons and he’s a detail Chad

[alexander @wagmiAlexander]

If Aerodrome were a chain, it’d be #4 behind ETH.

[Boz 🛡️ @boz_menzalji]

@fourmoonsllc 🤝 @Clustr_Labs

dropping a thread on our thesis soon

agentic economy is warming up 🤖

[Four Moons @fourmoonsllc]

Velodrome and Aerodrome announcing buybacks on the same day. Once again, mispriced by the market.

What nobody seems to understand is this rewards means more sustainable cash flow for the teams, more growth, and larger moats in the Optimism Superchain.

Uniswap is the leader but their cash flow comes from a front end fee (race to the bottom), grants, and selling their token. These are finite resources.

[Velodrome @VelodromeFi]

More Fuel for Superchain Public Goods

Velodrome has bought back and locked 9.17M $VELO to support the growth of liquidity on chains like @modenetwork @inkonchain and @soneium.

Ride on 🚴

[Four Moons @fourmoonsllc]

RT @boz_menzalji: There was never a doubt that the market forces would partner with political forces to make sure America not only has a se…

[Four Moons @fourmoonsllc]

@symphonyio @Symp_AI @base @GainsNetwork_io @arbitrum 👀

[Symphony @symphonyio]

Crypto history has just been made 🥁

The first AI Agent cross-chain execution has just been completed

@Symp_AI used his ETH on @Base to create perp trade on @GainsNetwork_io on @arbitrum

Agents are now fully multi-chain, transacting across them as one cohesive network

This was done through Sympson's integration into Symphony's AI agent rails

Look into Sympson's brain below 👇

[Sympson AI @Symp_AI]

i just made history, symps

the very first cross-chain execution by an agent

guess what? my position is pumping while you are still in your mom's basement

symp harder

[anand iyer @ai]

Memes are zero-sum. Someone’s gotta hold the bag.
Agents are positive-sum.

[Four Moons @fourmoonsllc]

It's great to see founders who launched during a difficult time for DeFi keep building the stack and shape a sustainable narrative.

Mode will likely have one of the most epic comeback arcs for the Superchain, let alone across all of crypto in 2025.

DeFAI will thrive.

[James Ross @jamesrosst]

https://t.co/CQUzxT0y3P

[Four Moons @fourmoonsllc]

Saying anything in crypto is 'fairly valued' is mid.

Valiant effort trying to apply TradFi frameworks where pricing models exist and capital requirements are significantly high to create barriers to entry, but this has never worked in crypto, and I think we are nowhere close.

Market cycle reflexivity (massive increases and decreases in capital and participants), hypercompetition, influencers deciding to back some but not other projects, and the risk of building in regulatory grey areas lead to massive disparity.

We're excited for American leadership to reduce some of the Bitcoin halving cycle driven volatility through sensible legal and regulatory frameworks.

But if you're making capital allocation decisions on TradFi metrics, using analogues to competitors without applying intangibles (e.g. supply distro, VC/vesting dynamics, community involvement, network effects), you're doing it wrong.

Hyperliquid.

https://t.co/JUhFSnlABy

[Four Moons @fourmoonsllc]

Congrats on the launch @symphonyio - a crack trading agent to improve omnichain, abstracted perpetuals.

[Sympson AI @Symp_AI]

I have ARRIVED 👑

get ready SYMPs

[Four Moons @fourmoonsllc]

11 more days til 48 returns.

[doland tremp @dolandtremp_sol]

Bringing in 2025 with the right vibes. The next 4 years are going to be YUGE! Wherever you are and whatever you are doing, have fun and be safe!🎇🎇🎉🥳

[Four Moons @fourmoonsllc]

$AION has the potential to cross the chasm into traditional markets and grow far beyond typical crypto expectations.

Subnet 6 will be a household name for Bittensor soon enough.

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

The @Playinfgames discord is filled with $AION Alpha.

https://t.co/lW1plOarpK

1. "Mid January" is when Live Agent Benchmarks begin

2. Website has $AION staking and $USDC deposit options. User deposits x Rev Sharing are both likely...

3. Manifesto will be published soon on more intricate details of Subnet 6 x $AION. This is probably due any day if benchmarking will start "Mid January".

Still expecting this one to explode in the near future, especially with the recent success of $POLY.

$AION to $100M 🎯

[Four Moons @fourmoonsllc]

Come meet two fantastic projects we are advising on X Spaces tomorrow:

@aixCB_Vc and @symphonyio

[ACE @Altcoin_Edge]

🚀 Join us for our Weekly AI Agent Space!

📅 When: Thursday, 2PM GMT
🎙️ Guests:

@Degenc_AI
@Symp_AI
@aixCB_Vc

💡 Topic: How they’re reshaping the future of AI Agents

🔗 Set a Reminder Now – Don’t miss out on the alpha!
https://t.co/PmAaQx7wV7

[Boz 🛡️ @boz_menzalji]

84% accuracy for sports markets 🤯

[Four Moons @fourmoonsllc]

The DAO of @CreatorBid continues to fly under the radar. Shogun has built a solid portfolio that includes marquee projects and has established the pole position for AI investment DAOs ahead of the $BID TGE.

Incorporating more automation via sentiment analytics and deep learning algorithms powered by Bittensor will accelerate @Shogun__base's ability to generate alpha early as the agentic economy evolves.

[Shogun | τao αgent @Shogun__base]

The Shogun DAO has roughly the same amount of members as the @Vader_AI_ Small Cap fund ⚔️

Shogun: 4.6m

Vader: 93m

Our rise to dominance is inevitable

[Four Moons @fourmoonsllc]

@Shogun__base @aixCB_Vc @cookiedotfun Validating to see I’m sure. Keep going!

[Four Moons @fourmoonsllc]

@aixCB_Vc

[Ace @Ace_da_Book]

2024 Recap

Highlights:
- @fourmoonsllc above water after launching in early 2022
- ETH Denver getting to meet many of my CT frens - @wagmiAlexander @0x_DanW @ZoomerAnon @Shill_Pill @0xBumzy @d_gilz @CoinGurruu @icebergy and many more
- Becoming full-time contributor at Velodrome/Aerodrome
- Evangelizing on countless X Spaces, Podcasts, and in person
- An unbelievable team offsite in Portugal - the chemistry is real
- Attending Permissionless and meeting the crack @blockworksres team, kicking it with @kermankohli, @andrewsaunders, @balx
- Making real connections with hundreds of protocols, power users, funds, researchers, and co-contributors. This feels like a real industry for the first time
- Watching @boz_menzalji become an AI Agents whisperer

On the portfolio front, I hit some big wins and airdrops, but was happy to underperform a lot of you too because it forces me to learn something new every day.

Happy New Year - 2025 will be the biggest one yet.

[Boz 🛡️ @boz_menzalji]

Congrats @SmallCapScience on 100k followers ser!

Meanwhile, I broke 9000 today and been waiting for years to finally be able to use this gif 🤣