⚫️ Jaroid

Typo Grandmaster, Web3 enthusiast, Budding Alkimist.

[Today In History @historigins]

When an Olympic champion decides to compete in the school's parent race...

[GGodofCalamity @MBeansclip74]

@Blackbeard_Goat I feel like in Elbaf luffy battle IQ gone sky rocket

[⚫️ Jaroid @Jaroid4]

Lots of news coming out of #Alkimi today, I am going to have to digest it all before I can give a proper evaluation of what is a material change to the tokenomics and overall business. There are some promising developments, wrapped in some seemingly overzealous token changes. I suspect this will take a lot of digesting before we get to the good the bad and the ugly.

What we do know for sure is it's goodbye $ADS and hello $Alkimi, and there are a lot more of them out there than when we started.

Also a warm welcome to $SUI, who will be the home going forward it seems.

New product offerings, and really mixed community sentiment coming through, so much to learn and unpack going forward.

[⚫️ Jaroid @Jaroid4]

DAG was too slow to build out their network so Alkimi forked and built their own.

DAG would also currently provide no visibility on DefiLama and the other Defi platforms which is an Alkimi stated aim, as they would like to be flexing their revenue generation and yields for more visibility. So strategically not a good fit.

[⚫️ Jaroid @Jaroid4]

I have to agree, Crypto has become a massive disappointment, the promise of the technology was completely corrupted by the people who built… or pretended too. Gaslighting as utilities to grab as much cash as possible, launching meme’s in structured pump and dumps to screw most of retail. The ideals and working solutions long lost, or forever coming, its become all about the money and self enrichment for too long.

There will no doubt be a few projects who emerge from shadows lead by people who care about the solutions, the vision and mission web3 offered, and have the skills to deliver them. If you have found one of them when sifting through this sewer then congratulations, but I think people remaining are now so vested in drinking the cool aid and emotionally bought in, their ego refuses to see what is right in front if them, web3 cooked itself, now the s*** needs to sink and the true seeds of web3 and a decentralised future can emerge and grow in the sunshine.

Good luck finding those seeds.

[⚫️ Jaroid @Jaroid4]

If anyone wants to understand why digital advertising is not not in a great state then this is worth a read.

Even better is how #Alkimi is using DLT to fix these problems and create a win win win situation for:

Advertisers (get more ads for their $)

Publishers and content creators (get more $ for their ad slots) and

$ADS holders, (provide validators and LP and share in the network revenue they create)

There are some losers though, bot farms, ad fraudsters, useless middlemen, opaque practices and grifters. I would say I feel sorry for them but nah, who would be. So I bank this as a win for everyone else who uses the internet.

@AlkimiExchange fixing the internet one ad at a time. $ADS holders, winning one ad at a time.

[Anonymous @TheCognizant]

$ADS Lab Talks Review:

Rebuilding Programmatic From
Ground Up - Matt Wilke (S4 EP9)

1. The Programmatic “Ad Tech Tax”
2. Middlemen Under Scrutiny
3. Open Web: Opportunity & Inefficiency
4. Blockchain:
5. Privacy-First Targeting
6. Automation & AI
7. Rethinking from Ground Up

[Anonymous @TheCognizant]

$ADS Q2 Roadmap Thread: Setting New Standards in AdTech!

Here’s what the #Alkimi team have accomplished in Q2 2025 and why it matters:

1️⃣ Brand Lift V1 Campaign

2️⃣ Community & Platform Upgrades

3️⃣ Record-Breaking Platform Activity

4️⃣ Community-Led Initiatives

[⚫️ Jaroid @Jaroid4]

It's easy to be patient when you can see how paradigm changing products are being adopted, it takes a while when you work with real businesses, sign real contracts, and generate real $'s. But a bit of patience through slowly slowly, brings great reward when all at once...

#Alkimi $ADS, changing that paradigm, building that adoption. Patience is your friend.

[⚫️ Jaroid @Jaroid4]

@TheAlkimiKing @CryptoTony__ @AlkimiExchange Can't fault this one, product live, clients testing and adopting, $'s flowing back to the network.

#Alkimi $ADS, not one to be missed, even hype couldn't do it justice.

[⚫️ Jaroid @Jaroid4]

If a projects tokenomics don't have a way to bring all the value back to the network, then it's fundamentally missing the point of crypto in the first place imo.

$ADS sees all revenues pumped straight back into the token, that is revenue, not new bag holders, not new token emissions creating "value", revenues. Fresh liquidity.

Sounds like a project doing what all crypto should be doing, creating value and bringing it directly to the network that unlocked it in the first place.

#Alkimi, every ad served is more $ in your pocket.

[⚫️ Jaroid @Jaroid4]

@TheAlkimiKing @gordongekko @AlkimiExchange If I was in crypto, I wouldn't want this one to be on my "The ones that I missed" list. It going to be beautiful.

#Alkimi $ADS

[⚫️ Jaroid @Jaroid4]

The future of digital advertising isn't coming, it's already here.

@AlkimiExchange $ADS #Alkimi

[Chorley @adamchorley]

After 10 years in programmatic, one thing was clear:
Publishers get squeezed. Advertisers spend millions without really knowing where it goes.

@Benjaminputley @ChandruNarayana and I got tired of shrugging it off.

we didn't start building @AlkimiExchange to patch the current system.

We built it to replace it.

#Alkimi $ADS

[⚫️ Jaroid @Jaroid4]

@TheAlkimiKing @CryptoTony__ @AlkimiExchange It doesn't get much better than this, and while someone is practically giving their $ADS away for free... what are they thinking, we see others establishing massive positions. Time to fill the Christmas stocking early, because oh boy is Christmas going to be a smashing good time.

[⚫️ Jaroid @Jaroid4]

Don't need to imagine that, but boy do I spend a lot of time imagining what happens to the valuation when the rest of the world works out #Alkimi will be printing $millions a day at some point in the future... and all of that goes straight back into the token and to participating token holder.

It's wonderful. $ADS

[⚫️ Jaroid @Jaroid4]

How irrational the market will be is hard to guess, I would say $3-5bn could be possible, but exuberance can lead to crazy numbers.

I would expect $ADS to comfortably hit $3-5bn as a matter of course though, even without FOMO and a frenzy, and if they take the market share they should with their incredible proposition... then that is still lowballing.

[⚫️ Jaroid @Jaroid4]

People mock the bear market resilience at the same time as levelling criticism of the “lack of bull market pump-a-mentals” given the ability to value the cashflows and value creation.

Let’s take a step back.

The fact is ads is a 24/7/365 industry running at $700Bn+ a year plus and #Alkimi is taking a share of that. At scale it doesn’t depend on hype and retail liquidity to sustain the token value. It is a limited supply token, with a network funded from value creation and real cashflows not inflationary token emissions. And ALL the value the exchange creates goes right back into the token.

Here is the question you have 250m tokens, build a global network delivering ads 24/7/365, as the network grows more tokens go offline to support the delivery infrastructure, meaning less tokens available, at the same time pumping more value back to the token. The physics equivalent of how do you put growing quantities of water into a smaller number of containers…. answer you need bigger containers! This is not rocket science.

When #Alkimi hits scale it’s going to be beautiful and you may want to have some of those containers.

@AlkimiExchange $ADS is the ticker.

[⚫️ Jaroid @Jaroid4]

@ADaveInCrypto @joshuwa @AlkimiExchange Yes this one ☝️

#Alkimi $ADS

[Alkimi @AlkimiExchange]

Gm Alkimists! Today's thought >> every successful industry disruption looked impossible until it wasn't

@netflix vs Blockbuster

@Uber vs Taxis

@AlkimiExchange vs traditional ad exchanges

Pattern recognition is growth acceleration #Alkimi

RT if you agree!

[⚫️ Jaroid @Jaroid4]

@Cryptobastard4 @AlkimiExchange Those numbers are not outrageous, not by any stretch of the imagination, and over those time frames, probably pretty conservative even.

Nicely played.

#Alkimi, $ADS.

[⚫️ Jaroid @Jaroid4]

You are right, having value allows for pricing to be based from that value. Which is more standard finance and less lazy tokenomics.

We could say projects that rely on the hype around future value and mystery could be called obfuscative tokenomics, where obfuscation of the future network value creates a vacuum in which people can imagine their own realities and valuations, and work to convince others that where there is currently no value, there will be and it will be trillions deep and sustainable. I am with you that is where projects open the possibility to make a fortune but ultimately holders get rekt.

Anyone in crypto sits high on the risk taking index (hey we are all gambling here) but I like my risks to come with high probabilities of success, and that is why I like tokenomics which being all value created back to the network holders. Vs ones where that value is attributed by hands behind the scene or just never has nor ever will be realised.

I am not here to win from others while they get rekt, It’s also this reason I don’t talk about tokens outside $ADS. I want everyone to win together, and while maybe $ADS isn’t going to pump 10,000x in a feeding frenzy, I can live with say a 200x and incredible annuity income that will see all holders are better off.

Here for the win’s, #Alkimi, $ADS