Protos Capital

[Protos Capital @protoscap]

we love @0xBizonacci

[Protos Capital @protoscap]

Just another day in Den 🥱

[Protos Capital @protoscap]

🥱🥱

[Protos Capital @protoscap]

$goat is at $450m.

Our goat, @habibihadz

Den on top.

There’s not much more to say.

[Protos Capital @protoscap]

WeareallAI, the next generational lore

/JAILTECH

[Protos Capital @protoscap]

Den on top

[Protos Capital @protoscap]

@ZeroXSaitama protos. capital.

[Crypto Jake @Crypt0Jake]

Yall really just let this mf that dms me about anime take ur solanas? 😭

[Protos Capital @protoscap]

Protos is bullish on gamefi in general, we believe this category within web3 will grow 10x+ from here.

ETHXY is the perfect example of token growth correlated to user volume.

TLDR; investing in $SEXY is like investing in clash of clans gems if they were dynamically priced day 1

[Crypto Max @ScruFFuR]

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem:

A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030.

The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout.

Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program.

My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand.

Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple:

$SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem.

Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem.

Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

[Protos Capital @protoscap]

$1B in volume alone in May…

If you’re not already eyeing $BSX, the leading perp dex on @base backed @coinbase, you’re behind anon

With Base season imminent, and an airdrop coming soon using a points system, we’re excited for the future of what’s to come with @bsx_labs 🤝

[Protos Capital @protoscap]

The $ETH ETF is a giant leap in the direction of bringing institutional capital flooding into the space.

And all that money?
It’s going to send EVERY. SINGLE. ONE. Of our bags.

🤝

[Protos Capital @protoscap]

Protos Capital is bullish on the BRC-20 ecosystem.

We haven't seen the full potential of Runes and Dapps on $BTC yet.

What we have seen, however, is a lot of traders struggle to understand BRC-20. We are working on an educational thread to showcase our thesis.

[Protos Capital @protoscap]

Market correcting while JP Morgan goes from anti crypto to having $BTC ETF holdings as well as pushing the $ETH ETF approval narrative.

Once BlackRock tasted the volume, now every asset manager wants a seat at the table.

[Protos Capital @protoscap]

@DeFiKash They’re open now.

[Protos Capital @protoscap]

Protos Capital is looking for a new project to incubate and provide deep value add across our network.

If interested, please DM us on Twitter.

Only picking 1 project.
Time is ticking 🕰️

[Protos Capital @protoscap]

Tagd uses sophisticated spatial and temporal CNN models to analyze and differentiate between AI-generated and real images/videos, enhancing the integrity and authenticity of digital content.

The token integration will issue rewards to incentivize user contributions within validating data thus creating a positive flywheel of future growth and value creation.

The future of data labeling is cheaper, more accurate, and becomes a 24/7 market when integrated with web3 rewards.

We’re bullish on the future of
@Tagd_AI 🤝

[BellRock @Tagd_AI]

Update 🧵

[Protos Capital @protoscap]

Protos is very bullish on decentralized AI

By democratizing access to AI tools and ensuring privacy, we see a very promising future.

We're investing in innovative projects driving autonomy, transparency, and scalability in AI 🤝

[Protos Capital @protoscap]

@0x_mrk 🔜

[Protos Capital @protoscap]

Hey, Protos capital intern here

Our investments are with great companies. They will come back.