For the avoidance of doubt: any posts here are for informational and educational purposes only and does not constitute financial or investment advices.
In Valueverse, we analyse data, token design, and revenue tendencies in onchain world.
Any token may rise or fall in value, and all decisions, profits, and losses remain solely the responsibility of each participant.
In Valueverse, we analyse data, token design, and revenue tendencies in onchain world.
Any token may rise or fall in value, and all decisions, profits, and losses remain solely the responsibility of each participant.
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VV Research: Deep Context is the last bottleneck for hedge-fund-grade AI.
Unlocking LvL 2 (Deep Context Metrics) -> we can utilize AI Productivity gap for capital allocation
https://x.com/valueverse_ai/status/2031064091507224833
Valueverse works on Attribution Models/Deep Context Metrics for web3 protocols and assets
Unlocking LvL 2 (Deep Context Metrics) -> we can utilize AI Productivity gap for capital allocation
https://x.com/valueverse_ai/status/2031064091507224833
Valueverse works on Attribution Models/Deep Context Metrics for web3 protocols and assets
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a16z published the same vision that we in our recent article
Valueverse vision & track is validated by best of the best.
https://x.com/a16z/status/2031373088110370938?s=20
Valueverse vision & track is validated by best of the best.
https://x.com/a16z/status/2031373088110370938?s=20
X (formerly Twitter)
a16z (@a16z) on X
Frontier models are exceptionally efficient, intelligent, and useful. For agents, context is now the bottleneck.
Enter the context layer, which bridges the gap from an enterprise's messy data to actionable context, packaged for agents.
We're seeing three…
Enter the context layer, which bridges the gap from an enterprise's messy data to actionable context, packaged for agents.
We're seeing three…
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Valueverse research is also covered by Blockmedia, the leading crypto media South Korea. Thanks for supporting our research!
Truly amazing distribution to one of the most active markets in crypto:
- https://t.me/blockmedia/105798
- https://www.blockmedia.co.kr/archives/1057790?utm_source=telegram&utm_medium=social
All research articles since late 2025 are available for Korean audience: native language & direct distribution
Truly amazing distribution to one of the most active markets in crypto:
- https://t.me/blockmedia/105798
- https://www.blockmedia.co.kr/archives/1057790?utm_source=telegram&utm_medium=social
All research articles since late 2025 are available for Korean audience: native language & direct distribution
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Catch Vasily Sumanov in the discussion L1 Chains vs L2 Solutions: Tools for Trading During Volatility happening right now on Genzio!
https://x.com/i/spaces/1pJkOyOkPLdJj
https://x.com/i/spaces/1pJkOyOkPLdJj
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Yesterday we released $YB Hub -> the deep context dataset for Yield Basis.
Today: featured in Shoal
Research
Today: featured in Shoal
Research
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Forwarded from Shoal Research Hub
Valueverse Launches Analytics Dashboard for YieldBasis Protocol Metrics
> The dashboard tracks $YB token performance, TVL, APR, cost of mining $YB, revenue multipliers, staking, admin fees, governance metrics, and more
👉 https://yb.valueverse.ai/
Source: https://x.com/valueverse_ai/status/2032130840340111602
> The dashboard tracks $YB token performance, TVL, APR, cost of mining $YB, revenue multipliers, staking, admin fees, governance metrics, and more
👉 https://yb.valueverse.ai/
Source: https://x.com/valueverse_ai/status/2032130840340111602
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We are going to DAS in New York, 24-26 March
Ping if you want to set up a meeting there
https://x.com/valueverse_ai/status/2035004169027764442
Ping if you want to set up a meeting there
https://x.com/valueverse_ai/status/2035004169027764442
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It’s really crazy that this is the real “level” of our industry:
https://x.com/omeragoldberg/status/2035817795791810733
If these are the “best risk curators”, we definitely need something new here
Will see what tradFI professionals at DAS think about that
https://x.com/omeragoldberg/status/2035817795791810733
If these are the “best risk curators”, we definitely need something new here
Will see what tradFI professionals at DAS think about that
X (formerly Twitter)
Omer Goldberg (@omeragoldberg) on X
3/ Autoallocations are based on pre-configured and approved caps and credit lines.
Multiple curators, including Gauntlet, re7, kpk, and 9summits, had enabled automatic supply to Resolv markets.
Notably, Steakhouse, despite being Resolv’s risk manager, had…
Multiple curators, including Gauntlet, re7, kpk, and 9summits, had enabled automatic supply to Resolv markets.
Notably, Steakhouse, despite being Resolv’s risk manager, had…
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DAS in New York is really hot
Top speakers & great people here
Effective Multipliers is definitely a product that liquid funds are interested in
https://x.com/vasily_sumanov/status/2036485793557168250
Top speakers & great people here
Effective Multipliers is definitely a product that liquid funds are interested in
https://x.com/vasily_sumanov/status/2036485793557168250
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
@blockworksDAS in NYC looks smaller than average crypto conference
But quality of people is 10x
I am taking about attendees first of all, people that you can meet & talk
Speakers are great as well
But quality of people is 10x
I am taking about attendees first of all, people that you can meet & talk
Speakers are great as well
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Some alpha on what we already built: https://valueverse.ai
Release soon.
VCs/Liquid Funds say that we need to keep it private-use only, no retail access. Need to decide.
Release soon.
VCs/Liquid Funds say that we need to keep it private-use only, no retail access. Need to decide.
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https://x.com/vasily_sumanov/status/2038147876077945081
The New York [Digital Assets Summit] conference confrimed that we are not only on the right track, but also quite early.
While data platforms sell simple data and compete on who covered more "stablecoin metrics" (what these metrics could say to YOU, nobody knows, as well as nobody knows how to make money using one more stablecoin dashboard), we work on something that actually helps making money more efficiently than before. And it is not a data-selling business in pure form.
We already tested some things with AI using verified deep context datasets and results are even better than we thought.
More stuff soon.
The New York [Digital Assets Summit] conference confrimed that we are not only on the right track, but also quite early.
While data platforms sell simple data and compete on who covered more "stablecoin metrics" (what these metrics could say to YOU, nobody knows, as well as nobody knows how to make money using one more stablecoin dashboard), we work on something that actually helps making money more efficiently than before. And it is not a data-selling business in pure form.
We already tested some things with AI using verified deep context datasets and results are even better than we thought.
More stuff soon.
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
Flying back from @blockworksDAS in New York
Awesome conference. A lot of meetings with capital allocators, institutions, and liquid funds.
Everybody wants AI, but AI doesn't want everybody:
• AI needs next-gen quality datasets to work well in crypto
• The…
Awesome conference. A lot of meetings with capital allocators, institutions, and liquid funds.
Everybody wants AI, but AI doesn't want everybody:
• AI needs next-gen quality datasets to work well in crypto
• The…
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New $AERO tokenomics is a blast.
KEY TAKEAWAYS:
• sAERO means just a new naming of veAERO, so holders lock for a long time as before
TL;DR: It's different naming with the same expected outcome (the majority of tokens will be staked for a long time)
• Prediction allocation: the real innovation. sAERO holders will vote on pools and receive the fees accumulated over time while votes were allocated for the particular pool. It will act as a predictions for future fees and improve efficiency of emissions and votes in real time. The initial re-voting time will be set for 48 hours and reduced further. As a result, much more efficient emissions allocation
• LPs now will decide what they want: receive fees from the pool or $AERO rewards. It means that token will have intrinsic price (as previously) but now market will be more efficient for that. $YB was using this for a while and it works pretty well.
It opens a new market for sAERO votes allocators on top of Aerodrome. It looks like a great design space for AI Agents competing for best strategies on sAERO continious voting.
Further reading:
• https://aero.xyz/articles/aero-economic-case/
• https://aero.xyz/articles/aero-terminology/
• https://x.com/valueverse_ai/status/2038947103603327306
KEY TAKEAWAYS:
• sAERO means just a new naming of veAERO, so holders lock for a long time as before
TL;DR: It's different naming with the same expected outcome (the majority of tokens will be staked for a long time)
• Prediction allocation: the real innovation. sAERO holders will vote on pools and receive the fees accumulated over time while votes were allocated for the particular pool. It will act as a predictions for future fees and improve efficiency of emissions and votes in real time. The initial re-voting time will be set for 48 hours and reduced further. As a result, much more efficient emissions allocation
• LPs now will decide what they want: receive fees from the pool or $AERO rewards. It means that token will have intrinsic price (as previously) but now market will be more efficient for that. $YB was using this for a while and it works pretty well.
It opens a new market for sAERO votes allocators on top of Aerodrome. It looks like a great design space for AI Agents competing for best strategies on sAERO continious voting.
Further reading:
• https://aero.xyz/articles/aero-economic-case/
• https://aero.xyz/articles/aero-terminology/
• https://x.com/valueverse_ai/status/2038947103603327306
Aero
Aero Dynamics: The Economics of Ethereum’s Unified Liquidity Layer — Aero
The economic rationale behind Aero as the unified liquidity layer for Ethereum.
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Tomorrow we will participate the X Space organized by Aragon.
Guests:
• Robert Burkhart (Blockworks, Token Transparency Framework)
• Joel John (founder of Decentralised Co)
• Vasily Sumanov (founder of Valueverse)
The topic will be valuation of investable crypto assets.
Link to announcement and space link will be sent once published by organizers
Guests:
• Robert Burkhart (Blockworks, Token Transparency Framework)
• Joel John (founder of Decentralised Co)
• Vasily Sumanov (founder of Valueverse)
The topic will be valuation of investable crypto assets.
Link to announcement and space link will be sent once published by organizers
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Some alpha from Valueverse Alpha - backtest of investing in revenue tokens. We have many tools now to operate on top of our proprietary datasets
If you bought $1k of $AERO at 7th of April, lock and reinvest all yield -> you are +33% profits rn, even taking into account that token doesn't grow in value since then
If you didn't reinvest it is +61%
If you bought $1k of $AERO at 7th of April, lock and reinvest all yield -> you are +33% profits rn, even taking into account that token doesn't grow in value since then
If you didn't reinvest it is +61%
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If you are interested in nerdy stuff about tokens and value, it's exactly that
https://x.com/vasily_sumanov/status/2041971785202122857
https://x.com/vasily_sumanov/status/2041971785202122857
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
How I built my own system for token valuation
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Stacy Muur, big Defi KOLs made an overview of our token valuation approach
https://x.com/stacy_muur/status/2042897455671578757?s=20
https://x.com/stacy_muur/status/2042897455671578757?s=20
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
Key takeaways from @vasily_sumanov’s article on token valuation (gud article!):
→ Tokens aren’t stocks. They bundle governance, cashflows, access, staking, and discounts into one asset. Stock market ratios don’t capture any of this.
→ Every token can be…
→ Tokens aren’t stocks. They bundle governance, cashflows, access, staking, and discounts into one asset. Stock market ratios don’t capture any of this.
→ Every token can be…
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Some updates:
• We’re heading to Consensus 2026 in Miami to meet liquid funds, hedge funds, and VCs.
• A core Valueverse.ai product is almost done: token revenue & beyond analysis with TradFi-style metrics.
• We received all your requests for alpha access -> excited to hear your feedback soon. Stay tuned.
We also want to know why you are in this group or applied for Alpha:
• Signals?
• Portfolio strategies?
• Or simply understanding which tokens are more investable than others?
https://x.com/valueverse_ai/status/2049461865621684323?
• We’re heading to Consensus 2026 in Miami to meet liquid funds, hedge funds, and VCs.
• A core Valueverse.ai product is almost done: token revenue & beyond analysis with TradFi-style metrics.
• We received all your requests for alpha access -> excited to hear your feedback soon. Stay tuned.
We also want to know why you are in this group or applied for Alpha:
• Signals?
• Portfolio strategies?
• Or simply understanding which tokens are more investable than others?
https://x.com/valueverse_ai/status/2049461865621684323?
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
Are liquid tokens still investable?
Let’s debate it at @consensus2026 Miami next week.
We've collected a proprietary dataset for this discussion.
DM @vasily_sumanov or reach out: hey@valuevers…
Let’s debate it at @consensus2026 Miami next week.
We've collected a proprietary dataset for this discussion.
DM @vasily_sumanov or reach out: hey@valuevers…
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Miami rocks
Bought coffee with $BTC (instantly, no fees, no L2). Just hardcore L1 BTC
https://x.com/vasily_sumanov/status/2051683687230833008?s=46
Bought coffee with $BTC (instantly, no fees, no L2). Just hardcore L1 BTC
https://x.com/vasily_sumanov/status/2051683687230833008?s=46
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