0xJeff

0xJeff

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Ex @TheSpartanGroup | Adv @vectis_finance | NO BS AI & The After Hour 🔀 https://t.co/C6xz41YzL6 | Investing in AI - Pitch🔽

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One of the main strategy I'm doing right now to hedge my port is alUSD farming on @Almanak__ Start by - Using @0xfluid, put down $ETH as collateral and borrow USDT - Fluid is the most optimized lending/borrowing with highest LTV + partial liquidation (borrow USDT here because borrowing cost is cheaper than USDC) - Swap USDT to USDC - Use that USDC to farm points on Almanak by depositing into the alUSD strategy, - You're currently getting ~50% bonus APR (on top of 8% organic yields) assuming $ALMANAK launched at $100M FDV and TVL is at ~$10M A more conservative, risk-adjusted way to get exposure into $ALMANAK beyond pledging into the ACM launch. Note that there's a 48H withdrawal period for your funds (but the team is planning to set up a Curve pool soon so you should be able to seamlessly exit if needed) twitter.com/Defi0xJeff/status/...

The Web3 AI meta is bifurcating: (i) Undervalued fair launch tokens (harder to pick) (ii) Funded, pre-TGE teams launching via Kaito/Cookie (easier to time) In After Hour EP.13: – Which plays I’m leaning toward – What I’m watching next week (███, ███, ███, ███) – Where the 20–50x upside could come from (Link in bio) twitter.com/Defi0xJeff/status/...

The meta is shifting — from fair launch meta to attention capital market meta The market is now rewarding - Medium float, medium FDV, product-ready teams - 12-24 months of quiet iteration pre-TGE - Accelerate with attention + alignment with the new InfoFi, the ACM Kaito’s Theoriq vs Cookie’s Almanak is the first real battle in this new meta I break down the shift in the trend and where I'm betting in the latest short article "The Shift" (Link to the article in bio)

The dynamic between Kaito v. Cookie is getting very interesting The battle of the first launch on the attention capital markets - @TheoriqAI on Kaito v. @Almanak__ on Cookie - Theoriq: $75M with 25% unlock at TGE + 37.5% after 1 yr + rest linearly vest over a year - Almanak: $90M with 100% unlock ($75M val for Top 25 SNAPPERs) Almanak seems to be more attractive considering valuation & terms. But what about product, use cases, potential for growth, and more? [I've shared more on this in The After Hour EP.12 for the full analysis] How the first launch perform will determine whether Kaito or Cookie is going to get that first-mover hype & distribution. Regardless of how this turns out, it's going to be one of the main narrative/growth engine that shape how projects are going to market in the second half of 2025 twitter.com/Defi0xJeff/status/...

The current state of AI market reminds me of Q4 2024 10+ teams about to launch a new product, either pivoting from previous idea OR spent 3-6 months refining the same product, getting very close to launch Best thing is..... most of these teams are trading at $1M - $10M MC — catalysts not yet priced in Let the next wave of Agentic Szn begin

Doing something a bit different this time around Dropping two episodes of "The After Hour" this week In the After Hour EP.12, I unpack: - AI sector still lagging, but big move is still ahead - Thoughts on $THQ launch on Kaito - Thoughts on Cookie ACM - My recent allocation/rotation Short but packed episode (Link in bio) twitter.com/Defi0xJeff/status/...

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