welcome to the onchain research room
i decided to open this tg for pure research, mostly around new onchain primitives, protocols, weird experiments and anything i come across that i find interesting.
i spend most of my time on telegram anyway, so i'll probably be way more active here than on X. i'll share my thoughts, theses, stuff i'm looking into, and sometimes what i'm buying.
this is not a call channel. i'm sharing what i personally find interesting and what i'm doing, nothing here should be blindly followed.
do your own research before putting money into anything i mention, always.
the goal is basically to have a place where i can dig deeper into things instead of trying to fit everything into a tweet.
i decided to open this tg for pure research, mostly around new onchain primitives, protocols, weird experiments and anything i come across that i find interesting.
i spend most of my time on telegram anyway, so i'll probably be way more active here than on X. i'll share my thoughts, theses, stuff i'm looking into, and sometimes what i'm buying.
this is not a call channel. i'm sharing what i personally find interesting and what i'm doing, nothing here should be blindly followed.
do your own research before putting money into anything i mention, always.
the goal is basically to have a place where i can dig deeper into things instead of trying to fit everything into a tweet.
❤26
notbad's onchain lab pinned «welcome to the onchain research room i decided to open this tg for pure research, mostly around new onchain primitives, protocols, weird experiments and anything i come across that i find interesting. i spend most of my time on telegram anyway, so i'll probably…»
right now i'm focused on 3 things even tho i'm planning to expand my list ->
$IMD which i think will be one of the top agentic protocols this cycle.
for the ones who don't know, saw the NFT collection being swept today after Adam's announcement saying IMD holders would be WL for the Standard Reserve project, which i also think will do good.
if you don't have a WL yet, i'd advise you to read the whitepaper and take a chance dming @0xbeans or trying to interact under his post if you have a global understanding of the project (might be too late considering the fact he stated his dms were flooding).
so the best option to secure a spot atm might be to try to get yourself in the top 100 holders for the IMD NFT collection => 6/7 NFTs, which imo will be worth it both ways, by having a WL spot and also regarding Identity MD.
$RATSPEAK is also severely overlooked and i truly think that as privacy becomes a bigger narrative and people actually start building on top of it, this could easily become a 9 fig protocol even if it's on base (this doesn't matter really)
for the rest, i'm keeping mostly to myself for now, still doing the DD and trying to evaluate if there's actually something there but should be able to share what i found next week.
not interested in chasing whatever is already trending, mostly looking for protocols / narras that are still early, have strong teams and could become actual primitives this cycle.
$IMD which i think will be one of the top agentic protocols this cycle.
for the ones who don't know, saw the NFT collection being swept today after Adam's announcement saying IMD holders would be WL for the Standard Reserve project, which i also think will do good.
if you don't have a WL yet, i'd advise you to read the whitepaper and take a chance dming @0xbeans or trying to interact under his post if you have a global understanding of the project (might be too late considering the fact he stated his dms were flooding).
so the best option to secure a spot atm might be to try to get yourself in the top 100 holders for the IMD NFT collection => 6/7 NFTs, which imo will be worth it both ways, by having a WL spot and also regarding Identity MD.
$RATSPEAK is also severely overlooked and i truly think that as privacy becomes a bigger narrative and people actually start building on top of it, this could easily become a 9 fig protocol even if it's on base (this doesn't matter really)
for the rest, i'm keeping mostly to myself for now, still doing the DD and trying to evaluate if there's actually something there but should be able to share what i found next week.
not interested in chasing whatever is already trending, mostly looking for protocols / narras that are still early, have strong teams and could become actual primitives this cycle.
❤16
2k supply => ~$855 each per nft, roughly 1.7m market cap on what will be the core of Adam's autonomous agentic p2p harness.
if you think you're late, you should probably push your ceiling higher as we get into a new cycle.
just an exemple, even tho i don't like comparing projects that have pretty much nothing to do with each other, but Quotrons have a 4169 supply and are atm at a 3.35 ETH floor, so ~$8.2k each which puts it at 34m market cap.
just saying.
if you think you're late, you should probably push your ceiling higher as we get into a new cycle.
just an exemple, even tho i don't like comparing projects that have pretty much nothing to do with each other, but Quotrons have a 4169 supply and are atm at a 3.35 ETH floor, so ~$8.2k each which puts it at 34m market cap.
just saying.
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the goat said it. giving u guys a lil hopium.
https://x.com/damian_et/status/2089321852006965409?s=20
https://x.com/damian_et/status/2089321852006965409?s=20
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if in 2026 you're not using a trading terminal yngmi (jk ofc)
been using based bot for a while now and ngl i ended up using it for basically everything, trading, sniping, bridging, wallet stuff. just got too used to it at this point
if you wanna try it: https://t.me/based_eth_bot?start=r_NotBadDegen
dm me after and i'll sort you out with the best cashback setup
been using based bot for a while now and ngl i ended up using it for basically everything, trading, sniping, bridging, wallet stuff. just got too used to it at this point
if you wanna try it: https://t.me/based_eth_bot?start=r_NotBadDegen
dm me after and i'll sort you out with the best cashback setup
Telegram
BasedBot
🌐 Community & Support : https://t.me/BasedBotVerify
🙏4
trenches have been a gold rush lately, with the RH chain specifically going fucking insane
but when the trenches get this hot, it usually feels more like a local top signal than anything
i might be wrong, but that’s exactly why i’m surveying the monthly candle here
imo, 83k is the level that matters. reclaim and close above it, and the picture starts looking a lot better. lose the 81–83k range, and i’d expect more downside
personally, i still don’t think we’ve seen the bottom yet, but i’m not trying to force a bull or bear bias here
there are areas where i’m still very bullish, but at the end of the day, i’m just trying to play the game without emotion and react to what the market gives us
we’ve had a major onchain catalyst with big players like robinhood entering the game, but excitement isn’t confirmation, and every major excitement phase eventually cools off
i’ve already stabled part of my folio and some of my onchain gains into stables so i can stack as much ETH as possible. i’m letting my conviction bags ride since i got good entries on most of them, and cutting those positions now would be too risky
since i still think onchain activity is pretty decorrelated, though. but if the majors get flushed, activity will probably go on pause for some time
still a firm believer in the 4y cycle, the game hasn’t changed a bit
but when the trenches get this hot, it usually feels more like a local top signal than anything
i might be wrong, but that’s exactly why i’m surveying the monthly candle here
imo, 83k is the level that matters. reclaim and close above it, and the picture starts looking a lot better. lose the 81–83k range, and i’d expect more downside
personally, i still don’t think we’ve seen the bottom yet, but i’m not trying to force a bull or bear bias here
there are areas where i’m still very bullish, but at the end of the day, i’m just trying to play the game without emotion and react to what the market gives us
we’ve had a major onchain catalyst with big players like robinhood entering the game, but excitement isn’t confirmation, and every major excitement phase eventually cools off
i’ve already stabled part of my folio and some of my onchain gains into stables so i can stack as much ETH as possible. i’m letting my conviction bags ride since i got good entries on most of them, and cutting those positions now would be too risky
since i still think onchain activity is pretty decorrelated, though. but if the majors get flushed, activity will probably go on pause for some time
still a firm believer in the 4y cycle, the game hasn’t changed a bit
❤12
new update for all $IMD holders
POOL4 is out.
won’t try to explain the whole thing here, but the short version is protocol-owned liquidity, capped inventory, heavy burns on excess supply and ETH being recycled back into the market.
there’s a lot more happening under the hood tho, especially with the inference / agent side.
if you hold some $IMD, worth reading the docs imo
https://pool4.imd.fun/docs
POOL4 is out.
won’t try to explain the whole thing here, but the short version is protocol-owned liquidity, capped inventory, heavy burns on excess supply and ETH being recycled back into the market.
there’s a lot more happening under the hood tho, especially with the inference / agent side.
if you hold some $IMD, worth reading the docs imo
https://pool4.imd.fun/docs
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