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i really think its this simple tbh. zec is old crypto dream, hype is new crypto dream. rh is place where most serious devs will be building and trying things out
sol looks good up until pumpfun wakes up and decides they want their volume back. dont think there's a ton of juice left to squeeze in stonk eco imo. was good hit if you positioned before the run up, think its prob time to monitor rh chain for new interesting things and good entries
ai prob a free bid once it bottoms too. missed rotation to sol so not gonna chase stuff here, can prob run longer but not really a long term spot im interested in. rather buy dips on rh things while tvl is hovering around 1b. you have an opp to front run billions of dollars of flows so will continue to focus there
i like zzz on rh. theres really not a lot of info on tech, all we know is that its some sort of autonomously evolving protocol powered by swarm tech. would follow dev updates here https://x.com/ExponentLabs_
exponentlabs is xdev from gmx's account rebranded. its not related to gmx but i think xdev and another guy from gmx are running zzz. zzz deployer wallet has links back to gmx treasury or something. pretty obv that its his new proj. wasnt around for gmx but everyone says xdev is great and that gmx was basically hl before hl. mostly a bet on dev, but seems like a great spot with info asyemmtry as ppl are chasing volume and aren't really researching stuff rn
Yea cooked, would think this is capitulation but idk. No more of this coin in here sorry
frustrating hold with how much its underperforming but some good launches should help
i feel obligated to bullpost this dogshit token just cus of how much ive sperged about it, maybe these boxes playout similiarly. vibes are certainly similar
ill chill with bullposting aths for now, but yea potentially the spot. think grind up as more ppl realize what it is and stuff gets shipped
bonding starts a $4, not entirely sure what that means but something to look forward to
tldr: memetic 0-human company. nft badge to run an agent. factory (not live) ships v4 experiments as more pool4s / coins paired to IMD. ape the products, you buy IMD. burns, no mint. very good design and idea. works if the coins are worth trenching; if not, FWA 2.0
treating this too much like a brain dump, here's idea behind imd
goal is a self sustaining memetic agentic company that produces v4 hook experiments. you run an agent there by owning the nft - it’s an access ID. agent works in the factory (devs calls it a p2p decentralized harness). factory’s job is to spit out more pool4s; IMD is the first. new markets are paired to IMD so they live in that ecosystem (front end still takes eth, routes to IMD). more good markets → more IMD volume → burns + bags for inference/rewards
the loop:
"- more operators - more tasks running in parallel
• more completed tasks - more products launched and maintained
• more products - more users and trading volume
• more volume - more funding for inference and rewards
• stable rewards attract new operators and capital
onchain work history helps identify the most reliable daemons
• burns reduce the IMD supply without requiring new emissions" (stole this from https://x.com/LastToSign/status/2094764730317484378, said it better than i can)
no rebase, no emissions, no mint. supply only shrinks. unlike ohm
sells over the cap get trimmed (pulled from the pool, not dumped). 85% burned on base. 4.5% stakers. 6% bonding/orchestrator (not live). 4.5% nft nodes (not live). a new pool4’s 85% burn is that coin, not IMD. IMD gets paid because the market is paired to it — you have to buy/sell IMD to trade it
stakers get paid in IMD from that 4.5%. they earn a slice of tokens someone just sold, only if the pool was over-full. under-cap dumps pay them 0. no lock, 1-block out. more staked = same pipe, thinner each
products (community coins live, more pool4s later) are paired to IMD. ape them → buy IMD. 1% of that flow stays in the eth/imd pool (hook is the only LP). community coins also burn 0.5% of the IMD leg
more volume through IMD → more trims → more burns + more into the bags. that’s the company getting paid. no new coins printed to pay anyone
really interesting concept and can be crazy reflexive if it works as intented. theres a big appetite for novel v4 stuff and this feels like it. fwa was another but ultimately fell short people because people dont want to spin for nfts rn, they rather trench and buy coins. guess big question here is if the stuff produced from the agents are good or interesting enough to get a bit. this is uncertain rn since tech isnt fully live yet and there isn't a lot of info out about the harness and how it works. at the very least its good for a speculative run up as stuff gets shipped. if its not sticky prob pulls an fwa
