haitzu 海子
@haitzuCrypto
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Long $bnty -First coin on the for indie games, launched by think LUNA on VIRTUAL -As @Defi0xJeff has said, the next iteration of agent personalities is OBVIOUSLY virtualization of these gents in-game -Modd is incubated by @alliancedao, same program as and polymarket team; also backed by Solana Ventures, strong quality w/ support from the foundation -critically, modd is powered by their "full metal" stack which enables devs to deploy AI in-game, ushering in a native AI-enabled game development experience -there's been some leaks of partnership with $nrn, which is the holy grail for AI x gaming -game quality sucks today, but the open fundraising platform means it will attract passionate devs + their projects==cambrian explosion of games&coins launched We are long $bnty
We are introducing a paradigm shift in how game developers can fundraise. Launch your game with tokens, and backers who believe in your vision participate in owning your economy. Yesterday, we launched with a few partners. Now, it’s open to everyone. Start now.
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@cryptopunk7213 Intersection of AI powered gaming? @ARCAgents is the team you need to speak to
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facts on @fableborne's TINY 1,392 founder's collection - mint was $40, now $1.8k = 45x - ONLY 0.8% listed, whales are hodling and want $POWER - literally the next big hit after $PIXEL on @Ronin_Network The people want $POWER
Fableborne's Primordials is an 1,392 collection, ONLY 18 LISTED. if you think Primordials will only be 1E, that is FUD the people want $POWER from @fableborne, the next golden child of @Ronin_Network
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Uhh $NRN just partnered with $ai16z and ElizaOS We're going to win so much, you're going to get tired of winning
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long $pirate overview -$33mm from a16z & run by @amittm who started his career as the lead dev of Farmville at Zynga -success in (1) launching a beloved genesis "Founder Pirate" NFT collection, (2) shipping game with >100k DAUs on TWO live chains, and (3) launching $pirate on Coinbase, their first game token in a relative bear -long their fully on-chain thesis as (1) enabling UGC akin to crypto minecraft for their titles, and (2) building on-chain & opensource as the best ethos for dev alignment -cult like $pirate community w/ high reputation community backers like @seedphrase & @graildoteth -know @fern, @0xDith and @mattvv very well; missionary executives who are execution focused but also know how to adapt in a bull market trade setup - available on T1 Coinbase & Bybit with consistent volume and depth levels is v healthy -price has bottomed from ~$500mm ath and been choppy at $130mm-$150mm levels for >3 months. Weak hands have long been washed out -free @ProofOfPlayFDN's $POP via staking $pirate as kicker==added downside protection Closing - above is actually disrespectful, over-simplification of the consistent out-execution this team has achieved amongst the myriad of gaming garbage that has launched in the next 36 months - if you were to compare them to L2s and alt L1s which have launched over the last 8 years, they have out executed majority of them too - if you have any conviction in (1) gaming as a consumer crypto category, (2) blockchain infrastructure in promoting permission-less software development and (3) your role as a capital allocator in supporting these type of ideals, then: You should be long $ETH You should be long $SOL and you should be long $PIRATE
Welcome to Pirate Nation, an on-chain RPG by @ProofOfPlay, built at the intersection of casual gaming, web3 technology, and shared ownership & incentives. A thread 🧵 covering what you need to know about our game, ecosystem, & team. Let's jump in. 👇 1/many
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Put your dollars behind teams who are driven by a MISSION, not driven by narrative In $NRN, we found missionaries which aimed to democratize AI participation LAST CYCLE. These type of founders will go through walls to achieve their mission When you think about what will capture mass market imagination for AI this cycle, interactive experiences like gaming will certainly be the key I will never forget how wrongly the market got $NRN +@ARCAgents in 3Q24 These are the types of teams you back through think and thin
Many major funds passed on $NRN when we presented the opportunity to them a few months ago Incredibly, retail were the first believers of this management team, and they have been well rewarded for their conviction Since then, many large funds have accumulated positions + reflected in the sustainable chart we see today The conviction for @Eeazy_Weezy & his team comes from my belief in their ability to continue capturing imagination of crypto believers via their suite AI products Whether it be gaming, consumer, enterprise SaaS... I've met many management teams Team $NRN is truly a hard one to bet against
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Fableborne's Primordials is an 1,392 collection, ONLY 18 LISTED. if you think Primordials will only be 1E, that is FUD the people want $POWER from @fableborne, the next golden child of @Ronin_Network
$POWER thesis -obvious content winner; more exciting is clear concentrated $RON beta via their $power stack -consensus leader to deliver on “mass market" mobile game; 149k real users in most recent open beta (up 44% since last open beta) -D14 up to 37.3% up from 25% in previous season, shows a stickier product after user feedback -season 3 generate $540k in IAPs, exhibit monetization from their audience -powered by RON, the chain with most users. Most likely to be the #3 hit on RON after AXS and PIXEL -$POWER is clearly an infra play & by having the leading game on Ronin focused on the technology (vs PIXEL going down publisher route), I expect @Kam_Punia to be now actively advising founders, and powering 3P games with their $power stack -@Kam_Punia and @MariaFuzzyland strong characters who have been around the block on gaming, active+humble across CT RON leading game, going all in on game infrastructure=next big gaming token run by safe pair of hands. I will be longing.
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I'll buy as much $PIRATE has you have, right now at $0.14. Sell me all you want. Then go fuck off.
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