Goated move by @PirateNationFDN taking @beast_ico onboard to help crank up the volume about @ProofOfPlay as things progress towards some sort of public launch of the platform ($POP?) I'm GLAD the team are now starting to aggressively push the ProofofPlay narrative. If you have not yet heard about ProofofPlay then maybe it's time to start paying attention. "Proof" is used everywhere by all the onchain games that matter like @onchainheroes @playgigaverse @PirateNation to power all randomization. Every single roll, or flip, or move is powered by Proof's Verifiable Random Function (VRF) generator. If you play any of the Abstract games, you are using Proof's tech with every move. "Proof" is turning into THE infra layer powering onchain gaming, but it also can do so much more beyond just being a BETTER random number generator (which by the way is a big fucking deal) than any of the alternatives. This is not a gaming token or an app, it's infrastructure and with the ability to offer better and cheaper alternatives to major blockchain infra offerings compared to the likes of Chainlink. WHAT ProofofPlay can do for blockchains and apps is the narrative that the PirateNations team needs to start selling in earnest, because few people know yet. But with the ICObeast move, I think that's going to change, and change quickly. On the investor side for undervalued bets, I think grabbing $Pirate to get access to what Proof of Play is doing is a good mid to long term bet here. It's one of the few gaming projects still shipping with some sort of PMF, and it's directly tied to a much bigger, much more important infra layer that can service needs beyond just gaming. The PirateNation eco has been bashed down hard over the past 12 months, yet at the same time the infra powering the game (ProofofPlay) has only been gaining more and more usage as widely used platform. Only the market has not been able to adequately price this in given it's been masked by the game the team have been shipping out (PirateNations). But PirateNations is, imo, the sandbox used to build and optimize ProofOfPlay. The only way you can get access to a potential $POP token (and the infra) is by staking $PIRATE for PoP points or/and loading up on assets in the pirate ecosystem (Pirate NFTs) which will certainly be given some stake in the Poof eco. Been a long time since I shouted out PirateNations, but I have a lot of respect for the team who consistently and stubbornly have been shipping product at both the game and infra level. Where other teams have given up, this team has only been shipping and shipping. I expect a lot of big moves on the gaming side too with some key PirateNation expansions to find some big PMFs. Personally, I have been staking all of my $PIRATE for close to 2 years now. This is my 'seed' investment into ProofofPlay. I'm down $ on my early by (I doubled down my token bags at .18-.20c early 2024) with the rest of the token holders who bought in early...but I'm certainly rich in PoP points. I'll be closely following where things go with ProofOfPlay. Big moves yield big things.

Keep an eye on this one. @cerebro_hq is evolving into a very useful tool, especially with the AI functionality baked into it which sets this web3 dashboard apart as far as I see. Still a developing product (currently still in alpha and tested by a few), but the potential is clearly there. Been watching @maverick23NFT take this from the glimpse of an idea early last year to something very much useful and useable now. I expect it's going to become even more so by the end of this year.

Shill me the interesting Gaming x AI x NFT side events worth attending at Dubai Token 2049 worth dropping into. Markets are starting to look alive again, and we might see some new narratives bust out in those directions later this year.

The long waited $PROMPT TGE launched. Won't mint words: a terrible TGE launch by the looks of it. Almost no one is happy with the results. Bull posters claiming a 1B-4B FDV will be hastily deleting their posts at this point. The FDV is currently sitting at between 130-140M after opening around 200M, which is less than 25% of what expectations were. THE BAD - entire macro trade + fascial world order is having an earthquake moment and still in the midst's of the aftershocks had no small impact. Probably the WORST time to launch out a TGE, but it is what it is. - the @KaitoAI claim contract was exploited with some MEV bot, with hundreds of thousands in claims stolen. I understand this was not @AIWayfinder's fault but that of Kaito's. I'm going to assume the Kaito devs decided to write the contract with ChatGTP, Pretty atrocious on their part. THE REALLY BAD - the core PRIME community is deeply unhappy. Those with PRIME bags who cached (i.e. staked) $PRIME for $PROMPT early on took a huge L here. If you bought PRIME at any point over the past 12-18 months (the PRIME ATH hit almost ~$30 USD early 2024) you lost your shirt. It reasons when you are down 90% on your PRIME token value and your staked $PRIME is locked for 3 years, and you observe hordes of KAITO small accounts who spammed out a couple tweets getting more tokens than core believers with ZERO cost value other then hitting the SEND button on X, it's going to rub the wrong way. I cached 0 PRIME here personally, but almost no one who cached PRIME here, small or big holder, is happy from what I see. Early believers who put the most at risk should be the most rewarded. Giving the benefit to farmers with nothing invested is sure to ruin things for your community. Not sure what the logic here by the team was, but even though I was not part of this group, I'll be the first to say they got screwed. THE GOOD Now the actual product is quite interesting, early that it may yet. The fact that instead of having to lock your $PRIME tokens at a 400M to 1B FDV for 1-3 years to get a tiny airdrop at a paltry 130M FDV means there is a lot of upside for secondary market buyers who want to buy value. @AIWayfinder is the first realization of a Crypto x AI product that does something substantial and could be potentially disruptive. When the product is fleshed out, it stands to transform how the average person interacts with blockchain. This also might transform DEX usage assuming products like this become the go to means to quickly trade tokens and transport liquidity from chain to chain. The potential is there. Now, as one of the strategic investors, I have multi year vesting and no tokens for a year. So I'm certainly not in any paper profits (the FDV is under what I invested a nearly year and a half ago and I have multi years of vesting). As has been the case in this market, to be an early investor is to take Ls. But the product excites me regardless, even if the TGE start was rough, the PRIME community took a huge L, and the FDV is (so far) disappointing. This could well be one of the few projects where the token is worth much more in 12-24 months then it is on TGE. Right now the product is the worst it will ever be, which means the next few years will be interesting. The market does not care much about real products in the middle of a financial typhoon. Pretty clearly any sort of TGE now is going to be sold into and sold into hard. However, if the market comes around back to utility and disruptive projects start to attract value, $PROMPT is in a very good position to benefit. It's also one of (if not the top) real AI crypto project where you can actually see the product really does something. I have to think that the AI narrative, in some form will come rolling back to the web3 space and those with live products will catch a bid. I'm going to keep an eye on this one and it's one of the only tokens I would buy and hold for 2025 and onward especially at these FDVs.

Here's the path all projects looking to TGE are going to face right now. Choose your poison wisely. Good luck sers 🫡

Update on my gaming investment case studies. Second month of staking my $GOD bags for @InfiniGods. With ~5.8M $GOD staked across 771 vaults, I pulled in 324k GOD tokens (9k USD) this month, which is 5.5% of my total token bag. If the token was at the TGE value (10c), this would be a hefty amount per month in USD (~30k USD) in staking value. I'm quite happy with my token amount earned per month so far and will continue to stake and accumulate more tokens, feeding the tokens back into staking to compound my token earnings further. Been casually accumulating more assets in the ecosystem since TGE on the bet the assets and token will eventually reprice. I'm still in the green in USD with my total $GOD token bag (~6M $GOD) clamed from the NFTs despite the prices sliding 70% from TGE. If we count all the NFT asset value, I'm probably 150% in profit here for my total value vs what I invested. Not great honestly, but still positive. I have been participating in live ops events as well as accumulating ecosystem assets by ranking high on the leaderboard. My results over the past month: -Live Ops 1: #1, 210k $GOD won: 150k god spent - +60k $GOD -Live Ops 2: #1., Ultimate Pass won: 150k god spent - NEUTRAL -Live Ops 3: #2, Paragon NFT won (180k god spent). LOSS CONCLUSION So far, the team have optimized the token sinks deflationary with more $GOD spent than distributed, something you NEVER see ever. Very bullish to see, though I will caution that most of the participents are the community and web3 crowd. We need to see the metrics WHEN the live ops events target web2 players because this is what matters. I believe Infinigods, despite the bearish price action of the token, is not reflecting the actual developments, and will not do so until the game starts to ramp up the UA for web2, which it is poised to do within a month. When the game starts targetting web2 we will see how the token and Infinigod ecosystem responds to this over time. As the approach to acquire users is refined and the various game loops are optimized, I believe will will begin to see strong fiat funnels into the ecosystem putting pressure on the token.

Market going to hell, but I'm happily playing @onchainheroes. Surprisingly very robust price action in the middle of widespread market crashes. Playing web3 gaming ponzis makes for a good bear market therapy. We have arrived again at the utility phase again where your product needs to do something and the assets tied to it need to matter.

Finally got around to seeing what @KaitoAI counted my YAPS for. My ratio was ~.55 $KAITO per 1 YAP it seems. Saying the truth (or anything negative about the company) is going to get you skulled out. So you YAP collectors and YAP shillers be warned: you need to really crouch down nice and low and really lick @Punk9277's @KaitoAI boots on the timeline if you want your YAPs to actually be worth something each season. Not that I expected anything here or would keep any airdrop after my pointed takes on how Kaito incentivizing and controlling a flood of undeclared sponsored content at the behest of a few paid advertisers is might not be a good thing. I do like the the product partially, but they need to require a sponsored tag to be in any post counted for YAPs. Yea so out of principle I wouldn't keep this. Giving away this entire airdrop, such as it is (~200 $KAITO each worth $300 about) to TWO people who also had the balls to speak up against the KAITO spam pre-TGE and posts their X thread link showing this as proof (date must be before the KAITO TGE).