xx_efo

Is the 3x opportunity to send money back again?

Just like back then when a bunch of people fud @zama nft, now a bunch of people are fudding the price of zama after seeing the pre-market prices.

Bullish when it goes up, bearish when it goes down, herd effect...

That's why there are so many good opportunities in the crypto world.

Not to mention VC funding, many people actually don’t know about the hardware barrier of what zama is doing; just the self-developed chip's tape-out starts at several million dollars. Unless the narrative of FHE or privacy disappears, zama's first-mover and funding advantages will undoubtedly allow it to grow into a leader among leaders.

With the recent public rounds and Binance TGE, the amount of financing on hand is almost not much different from the pre-market price, similar to a net cash currency.

Team members are fully doxxed and are well-known figures in the academic circle, with almost no rug risk.

If this pre-market price can be bought, it's like giving away money, so if Binance alpha makes a big move on Monday, it's like picking up cash.

Buying the dip on Monday, do your own research.
$ZAMA

-------- 📚Who is HUMA？ --------

1⃣ What is Huma doing?
Huma Finance is built on the Solana chain, focusing on PayFi, a decentralized protocol.

In simple terms, Huma helps accelerate global payments, currently focusing on solving the settlement cycle issues in cross-border payment transfers. Previously, cross-border companies needed to push their cash flow into the system and wait for the Swift system to settle before receiving payments. For individuals, a few days delay in cross-border remittances might just be an unsatisfactory experience, but for companies, the cash flow they push in is life money. Now, Huma can bring cross-border payments forward to the same day through on-chain data verification of credit. Moreover, relying on web3, it can operate 24x7 without the cumbersome procedures of banks, which is simply an efficiency revolution.

If the history of humanity is a history of efficiency improvement, every great leap in history, like the internet, comes from breaking down islands & establishing connections. Today, with stablecoins allowing currency to flow freely, it's HUMA's turn.

2⃣ Huma Team Background

Co-founder: @DrPayFi Richard Liu

-Google Engineering Director for 7 years (Founder of Google Fi)

Co-founder: Erbil Karaman
-Played a key role in Huma’s collaboration with Circle

💰 Investment Institutions:
-Solana Foundation
-Circle
-Stellar Development Foundation (SDF)
-Galaxy Digital
-Polygon
Actually, I can’t list them all, the list is too strong, there are nearly 19 institutions...

3⃣ Huma's Business Model

Huma's revenue mainly comes from fees and interest sharing at the protocol level. Borrowers pay fees to obtain instant liquidity, part of which is allocated to LPs as returns, and the remaining portion is used for governance or rewards.

So the detailed revenue model becomes:
「1」Liquidity Injection: Investors deposit stablecoins into the credit pool to provide liquidity and earn interest income
「2」Loan Issuance: Borrowers submit proof of future income (verified through on-chain data and oracle). Use these RWAs as collateral to issue loans.
「3」Huma Protocol Revenue: Borrowers pay interest based on the number of borrowing days.
「4」Protocol Revenue Distribution: The interest earned is distributed to investors or the treasury, etc.
「5」Borrower Repayment: Borrowers repay the principal plus fees, and the funds return to the pool for circulation.

@Huma Finance 🟣 $HUMA

Why does the article I wrote have no traffic at all, 0…$#BNB创新高

This week's $VIRTUAL Genesis Launch new share rating table, please check it‼️
#VirtualsProtocol

The big one is back! The first S-rated project of the recent period!!!
Please check the Week 34 @Virtuals Protocol $VIRTUAL Genesis Launch rating table!
#VirtualsProtocol

$VIRTUAL

The first deep dive on the entire network @ArAIstotle $FACY and gave it an A rating‼️

$FACY 5m, 35X！

Brothers who are in it for the profits, give a thumbs up

** @Virtuals Protocol GENESIS Background Rating by xx** 【#8】 —— @pokpok_io $CTDA

Everyone is talking about the big arrival of $VIRTUAL, and the official extended the points deadline, so I will quickly release my analysis of $CTDA. Assuming next week there’s a big launch, sage and $CTDA all at once, doesn’t it feel like the points might not be enough? 🤣

----------*Background Analysis* ----------

1⃣ Project Background

PokPok is a gamified options trading platform (I tried it yesterday, and the way this hen lays golden eggs for profit, along with the future deflationary mechanism of $PEGG, is quite intriguing. If you're interested, you can check the official website to see how it works)

PokPok’s AI Options Vaults
Provides a “one-click” passive income solution, allowing users to easily generate income without operation.

It also has 8 agents responsible for various functions.

This project is relatively mature, having been live on the base mainnet for 11 months, with over 440 users completing more than $27.5m in 7000+ transactions.
The highest monthly transaction volume reached $5.5m.

There is also a buyback plan for transaction fees related to $CTDA.

2⃣ Team Background

Owner: @pokpok_io
Follower: 39.5k (Base jesse follows, and there are quite a few interactions with English KOLs)

Co-Founder: @Nibel_eth
Follower: 33.9k (Base official X account follows‼️)
Doxxed, former JP Morgan, Citigroup employee, country lead for base Singapore‼️

This Base background is unbeatable; those who understand, understand 🤣

Co-Founder: @JoshuSX
Followers: 546
Not very active on X, but he basically posts all updates on Discord.

3⃣ Others

The small community on Discord is already quite mature, and trading happens there every day.

However, like @RingfenceAI, the tokenomics have not been announced yet, hoping there won’t be any hiccups and this issue will be resolved quickly.

----------*Rating*---------

Overall Background Rating: A

Rating Overview: A relatively mature and somewhat intriguing product; although the team members may not be as explosive as sage, the content in this base definitely deserves an A‼️
#VirtualsProtocol

** @Virtuals Protocol Ecological Agent Function Introduction **【1】 —— @arbusai Article 1

$virtual Guardian? Can't make the list without Kaito yap? Then come to @arbusai's chirps卷‼️Still early！

---------Chirps Introduction --------

Arbus Chirps —— An AttentionFi infrastructure specifically designed for InfoFi. To truly reward contributors.

Chirps' scoring has its unique logic, incorporating both on-chain and off-chain metrics. Different projects have different scoring rules, achieving true personalization to serve each distinct project.

Chirps' mental score is obtained from the following aspects:
- Content Reach
- Smart Interaction Volume
- Account's Arbus Score (better than Kaito, at least I broke 0🤣)

It's also important to note that staking $ARBUS will provide bonuses for different Chirps activities based on staking time and amount‼️

I regret not studying earlier when it was at 1.3m, otherwise I would have at least staked 100k tokens to open @arbusai's terminal. (When I stake, it will be the time to write the second article on @arbusai's functional applications 🤡)

As for how to score content, just like yap, tag e.g. @arbusai or ticker e.g. $ARBUS will do.

---------- Chirps Projects ----------

Currently ongoing projects include @arbusai and @RingfenceAI.

Chirps project rewards generally distribute 90% to LB Top 100 and 10% to stakers.

Among them, @arbusai's 8.30 has ended, and later @AIxVC_Axelrod, @TheSWARM_ai, and @WhaleintelAI and other established star projects will also be featured, so everyone can keep an eye on it!

#VirtualsProtocol

Is there more? A-rated little 🦊 is here! Please check this week's $VIRTUAL new listing Agent background rating table! @Virtuals Protocol

For detailed analysis, check X, there is a lottery!

(If you don't look at token economics, if you don't look at token functions, just look at the background!)
#virtual #VirtualsProtocol

Review - $VIRTUAL GENESIS Background Rating Table [Week 32]

----------*RANK A*----------

1⃣@RingfenceAI $RING

Directly changed to prototype launch without going through Genesis, the project party holds a lot of chips and can control the market well, peaked at 12.6m, currently at 5.1m. Even if it goes through Genesis, I believe the FDV will not be low, giving it an A rating is no problem.

2⃣@ArAIstotle $FACY

Number of participants: 16083 (2/308)
New subscription points: 1.07B
ATH market value: 2.2m (ROI 13.9x)
Current market value: 1.8m (ROI 11x)
Point value: about 0.006u/point

After Ring did not go through Genesis, the popularity exploded, whether due to optimism or because soon-to-expire points were poured in, over-raising exceeded 500%. Although it's very hot with no profits, it doesn't need to run fast and is considered a decent project for consuming points recently, giving it an A rating is no problem.

---------*RANK C*----------

3⃣ $EMATE

New subscription points: 1.07b
ATH market value: 410k (ROI 2.7x)
Current market value: 240km (ROI 1.5x)
Point value: about 0.01u/point

As a project without verified☑️ status, its performance is relatively good as it hasn't broken below the issue price. The number of participants is small, so the point value is still decent, but we need to continue monitoring the price performance, giving it a C rating is no problem.

----------*Summary*--------

This week's ratings are very accurate, both A-rated agents have good FDVs, and the C-rated one has not yet broken below the issue price.

Tomorrow, the Week 33 background rating table will be updated, stay tuned‼️

In less than 2 hours, @ArAIstotle has already maxed out, and the final popularity is expected to be very high, possibly exceeding 1000% oversubscription.

It is unrelated to the coin price and returns, as it ultimately requires the team @ye_dennis to work diligently on development, and the entire community ecosystem to be built together.

However, I will continue to adhere to the investment research of @Virtuals Protocol , because good projects and teams deserve to be recognized☺️

** @virtuals_io Ecological Science Popularization by xx 【1】** —— Prototype Agents

Yesterday the biggest news in the V ecology was that @RingfenceAI directly launched Prototype, without discussing the matter itself.

The Genesis Launch is well known, but for new users of @virtuals_io, let's first review the course on Prototype Agents together!

—————Prototype Agents

Core Mechanism: The Virtuals platform uses a bonding curve (Bonding Curve, same as Uniswap V2 K=X*Y) as the initial pricing and liquidity generation tool for AI Agent tokens, which operates in two phases:

1️⃣ Phase 1 (Internal Market)

- Creation Cost: 100 VIRTUAL, used to initialize the token's bonding curve (token/VIRTUAL trading pair).

- Trading Characteristics:
No independent liquidity pool, tokens are traded directly through the curve formula (price adjusts dynamically with supply and demand).
A trading tax of 1% is levied, with the full amount entering the protocol treasury, suppressing speculation and ensuring system sustainability.

2️⃣ Phase 2 (Graduation Conditions)

- Requires accumulating 42,000 $VIRTUAL in reserve assets on the bonding curve, equivalent to the market's collective value consensus threshold for AI Agents.

- Once the target is reached, an independent liquidity pool is automatically activated, unlocking advanced features such as on-chain trading and governance voting.

This time, the big IPO $VIRTUAL has really arrived! Double A-rated Genesis Launch. Please check this week's Virtuals IPO Agent background rating table!
(Do not look at token economics, do not look at token functions, just look at the background!)