Time to talk about @peaq again.
As one of their bigger investors, I was probably known as THE loudest peaq supporter on the timeline for a long time. The vision back then was genuinely one of the most exciting in the space, and I stood behind it fully.
But then two things happened:
1) I lost belief in the economic viability of new L1s / chains
2) I wasn't really happy with the execution of the team
I had many discussions with the team about it and told them exactly how I felt. And while I kept my bag, I also couldn't keep being max bullish every day in good conscience.
So I went quiet.
But that has now changed, and here's why I'm genuinely hyped again.
They made the single most important decision they could have made: they stopped trying to be another L1. Instead they refocused on what they're actually uniquely good at, turning every machine and robot in the world into a full financial actor and asset. Omnichain, and in collaboration with some of the best ecosystems out there rather than competing with them.
That shift changes everything. Instead of fighting the impossible chicken-and-egg battle of bootstrapping an L1 from scratch against @solana and @base, they now plug into every chain and go straight after an insane market that hardly anyone else is positioned for.
They paired it with a clean new economic model that finally makes the flywheel obvious and clearly ties the value they are creating to their token: every machine or robot onboarded onchain directly increases demand for $PEAQ, while compounding the network effects of peaqOS and widening their moat.
Real usage driving real value, not narrative. And this change will be visible very soon.
It got quiet around them, and the team did that on purpose. They chose to laser focus and start underpromising but overdelivering. What they've quietly built over the last 6-12 months is genuinely impressive, and the first dominoes are now starting to fall. There are a lot of strong news and announcements in the pipeline, and I'd be surprised if they didn't pull off a spectacular comeback as those get released one by one over the coming months.
Huge credit to leaders like @WendlerTill and @MartinElKhouri for the execution it took to get here. The markets didn't necessarily make this an easy pivot, but they made it with clearer eyes and a stronger vision than ever before.
Without a doubt still one of the most interesting plays at the intersection of crypto x the agentic / machine economy x robotics, which is arguably one of the most exciting intersections to bet on right now.
Expect me to be a lot louder around peaq again.
money & machines.
@PeterNylund6@Valavuori Meidän oikeusjärjestelmä on vitsi. Murhaajat kävelee vapaana mutta jos verot on maksamatta niin sut etsitään vaikka toiselta puolelta maapalloa.
@WendlerTill@sturhans@TakElSayed@peaq Agreed, i hope so too. Things was like that before pumpfun, fundamentals mattered. Point was when crypto/robotics turn bullish people will start acting irrational and Peaq price being under presale doesnt matter at all. People see it as opportunity and fomo in anyway.
@sturhans@TakElSayed@WendlerTill@peaq Trust me, nobody cares when markets turn bullish. People throw money to memes and pictures of rocks. I have seen it before and it will happen all over again.
@sturhans@TakElSayed@WendlerTill@peaq Price doesnt matter at this point,when all the crypto markets are falling. Its good thing they are doing more marketing and updating tokenomics. All we have to do at this point as investors is chill and peaq team to survive. When markets turn bullish again also peaq price will📈
There are three concrete areas we’re focused on:
1. Volume & liquidity. This needs to improve, and we’re working hands-on on multiple initiatives. Low volume combined with potential sell pressure is obviously difficult to counter (now most investors tokens faded out already but this was obviously a problem. We’ve also refused “mafia-style” exchange deals asking for 5–6% of total supply, huge payments, and in one case even a request for a new car. That’s simply not how we operate even though that’s apparently still the state of the industry. We’re pursuing other routes, and you’ll see more on this by September.
2. Communication & marketing. We have more adoption, robotics companies, commercial agreements and Tier-1 partners than ever but if nobody knows about it, it doesn’t matter. We need to get significantly better at communicating what’s actually happening, and we’re actively hiring and investing here. You can find the marketing job postings on our timeline too.
3. New Economics → token demand. This is probably the most fundamental piece. Historically, millions of machines and growing adoption didn’t translate strongly enough into PEAQ demand. Economics 2.0 is designed to change exactly that, turning machine adoption and network activity into actual token demand and network revenues.
None of this changes the chart overnight. It takes execution. But these are concrete problems we recognize and are actively working on. We keep sharing and communicating our steps transparently.
Introducing peaq Economics 2.0: upgraded to set machines free
Most token models flinch when price drops. peaq's new economics don't.
Designed to turn real machine adoption into omnichain revenue, structural demand for $PEAQ, and a tighter supply through bonding and burn mechanisms.