Hey new followers ๐
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 heโs a detail Chad
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.
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 ๐ด
Crypto history has just been made ๐ฅ
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 ๐
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
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.
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
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!๐๐๐๐ฅณ
$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.
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 ๐ฏ
๐ Join us for our Weekly AI Agent Space!
๐ When: Thursday, 2PM GMT
๐๏ธ Guests:
@Degenc_AI@Symp_AI@aixCB_Vc
๐ก Topic: How theyโre reshaping the future of AI Agents
๐ Set a Reminder Now โ Donโt miss out on the alpha!
https://t.co/PmAaQx7wV7
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.
The Shogun DAO has roughly the same amount of members as the @Vader_AI_ Small Cap fund โ๏ธ
Shogun: 4.6m
Vader: 93m
Our rise to dominance is inevitable
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.