my thesis for $SEDA @SedaProtocol
$HYPE is looking amazing in price discovery mode rn while the whole crypto market shits the bed
all attention gradually moving to pre-IPOs like we see with $SPCX
tradexyz at the center of attention rn
crypto bros are desperately looking to bid something for exposure to this emerging meta
I found the perfect bet for all of that $SEDA
• default oracle for all HIP-3 / HIP-4 markets
• the only infra bet on Hyperliquid growth
• powers equity perps, indices, commodities, pre-IPOs and prediction markets on Hyperliquid
• the only oracle out there powering 24/7 pre-IPOs - if any platform wants to offer pre-IPO trading for SPCX and Anthropic right now, SEDA is the only oracle that can provide it - in other words $SEDA is the only token for exposure to the IPO mania thats coming with SPCX, OpenAI, Anthropic, etc
• @tradexyz doesnt have a token, the only exposure to tradexyz is $SEDA as it powers all pairs listed on tradexyz for all other platforms that want to access them
• already powered 17B+ of perp volume, taking a cut of the fees + directly powering @Dreamcash (HYPE mobile app making 5B vol/month)
• team burning 95-100% of fees paid in $SEDA by platforms that integrate their services (similar to $HYPE)
• trading at -80% drawdown from ATH while token burns are 50x higher and fees collected are 20x higher today than back in Nov '25 when $SEDA was trading at ATH of 220m
• 47% of total supply staked for unlimited time with 21d notice if decided to be unstaked (did the math real circ mc is roughly 27% of FDV ~ 15m mc rn, which is crazy cheap)
• 22m usd raised from CB ventures and others(while real mc is 15m..) + potential Coinbase listing
• no more unlocks, no future sell pressure, all tokens from VCs are fully vested and fully circ
pre-IPOs will be THE thing this year.
so much AI and space stuff valued at TRILLIONS.
people in crypto also want to trade it.
$SEDA is the only one providing these markets.
Seeing "Please Bro" coins run 2-3M makes me even more bullish on $OSO 🐻
@Osobotai is sitting at 550k, has real backing by @MetaMask and @Consensys ($7B company)
It's literally building the agentic smart accounts kit for Metamask and ERC-7710.
Not to mention what @stefchefg shared below, Oso is literally judging a the hackathon with @AskVenice and @MetaMask ...
What would you say is fair value for $OSO?
We'd probably be looking at 3-5M minimum
Imagine the “please bro” kids reaction when they find out @MetaMask already "claimed fees" for MetaMask project..
Think about it… the biggest web3 wallet company in the world with 30m+ active users..
In fact @McOso_’s (notable MetaMask dev) autonomous AI agent @Osobotai adopted his coin $OSO
MetaMask backed $OSO right away..
https://t.co/KSpqgojVGe
https://t.co/7b67b2hHYy
https://t.co/rl29l3Gf0C
Now $OSO is building the infra for the future of AI agents(permission layer) directly into @MetaMask app and also is being integrated in all variety of other apps/agents
https://t.co/OA7ARTKN31
Also was recently announced a Venice x MetaMask Hackathon where $OSO will be the official judge 😳
https://t.co/V0KoptJEEK https://t.co/SoFdFfHyVd
Bros... signs are everywhere
MetaMask wont let $OSO flop 🐻
updated list with more notable mentions for $OSO 🐻
1. @MetaMask quote retweets @McOso_ thread about $OSO (idk how i missed this, its fking huge)
https://t.co/Qk4kd3LO1j
2. Venice x MetaMask Hackathon where $OSO will be the official judge (this dropped today, still cant believe it)
https://t.co/V0KoptJEEK
https://t.co/SoFdFfHyVd
3. $OSO building tools directly into MetaMask app
https://t.co/dhQLJvZTwS
https://t.co/I89ef7qpuv
4. @0xIntuition marks $OSO is #1 contributor in their eco
https://t.co/6e8cUzzkeW
5. @aixbt_agent is bullish on $OSO
https://t.co/WsbSMFjBio
https://t.co/Qk4kd3LO1j
$OSO launched on @flaunchgg, earned $130k+ of creator fees so far where:
- 20% go to automatic buybacks
- 80% to incentives, development & marketing for $OSO
more volume -> more creator fees -> more buybacks for $OSO + more funding for cool projects for @Osobotai to build.
pretty nice flywheel 🐻
Repricing on $OSO is coming.
Cyb3r 4M mc - VVV 800M mc
$OSO 700k mc - Metamask 2-3B FDV soon?
Both are agents, Oso has real tech and is supported by @MetaMask + @Consensys ($7B company)
10-15M is fair value IMO.
Here is why $OSO is going to 15M mc+
1. Launched by @McOso_ (Metamask dev)
2. Launched on @flaunchgg - All fees acquired from trading are in ETH, 20% of the ETH goes back to buying $OSO
3. Metamask retweeted: https://t.co/dBv0r17jFe
4. Metamask + Concensys + Flaunch employees are supporting it: @McOso_@0xjordy@0xnobi@lizbazurto
5. Metamask wants it to succeed so they can showcase their latest tech ERC-7710 which is security infra for AI agents. (Shows Metamask is still a leader in Web3)
6. $OSO actually has utility: " @Osobotai is a MetaMask smart account specialist. ERC-7710 permissions enable redelegation, empowering sub agents and scaling agent swarms.
7. I’d consider $OSO Agent for metamask to be like $Cyb3rwr3n agent for VVV. Once metamask launched its $MASK token which will likely be 2-3x FDV of what VVV is, and considering Cyb3r is currently 4M mc, should that put OSO at 10-15M here?
At 700k I’d consider $OSO extremely undervalued, time will tell, there are too many bullish catalysts for this to not cook!
Hope this helps 🫡
wow $OSO building tools directly into MetaMask app
shaping the experience for 30m+ monthly active users - without them even being aware $OSO built these exact tools theyre using in the first place
do you even know what this means??
I don’t understand how people would read this and still ignore 🤯
the more eyes $OSO gets, the more legit the narra gets
hard to comprehend this is the official @MetaMask backed agent until its already at 10-20m... then it will make sense for everyone
position early 🐻