Jake Koch-Gallup (@immutablejacob) on X (original) (raw)

research

@messaricrypto

| crypto venture + ai maxi | deep dives & alfa

• Pinned
  
  the monster has been unleashed. the
  $RAIL
  valuation report is live. 40 pages, 40 minute read.messari.io/report/a-valua…it is an enterprise report, so only
  @MessariCrypto
  enterprise clients have access. HOWEVER, let's break down the key points: 1) what is RAILGUN?
• 
  Total AI agent market cap is down 50% from ATH ...but fundamentals are up only: Virtuals Protocol > Expanding to Solana via LayerZero, launching a Meteora Pool, Strategic SOL Reserve, and 42K
  $VIRTUAL
  grants. ai16z > Releasing Eliza v2 w/ improved tokenomics & AI agent
• 
  Tether just surpassed South Korea to become the 18th largest holder of U.S. Treasuries
• 
  $arc
  to $1B in 4 weeks. it's coded.
• 
  Ethena TVL just hit an all-time high of $10B. Up 87% in the past month.
  $ENA
  is 0.75,up1500.75, up 150% in the past month. Price is still 49% below ATH of 0.75,up1501.46. Higher.
• 
  A deep dive into AI Rig Complex 👇 // Partnerships In the past 24 hours, arc has announced partnerships with: > Arbitrum > Abstract > SendAI > Eternal AI > Shuttle Arbitrum and Abstract bring EVM compatibility to Rig (arc's framework), expanding beyond Solana and Base. SendAI,
• 
  $arc
  's road to $1B just got accelerated arc announced an official partnership with
  @solana
  Devs building rust-based agents will receive grants and technical mentorship from the
  @SolanaFndn
• 
• 
  some thoughts on
  $RAIL
  now that the
  @ethereumfndn
  Kohaku Wallet SDK announcement hype has died down: 1) for the past 2 weeks,
  $RAIL
  has traded in a channel between 2.00and2.00 and 2.00and3.20. I am heavily allocated to
  $RAIL
  with an average price of ~$1.50. If it breaks through support,
• 
  Total staked
  $ALGO
  grew 29% to 2B. Community-held stake increased 51% to 1.5B. Here is
  @Algorand
  ’s Q2 2025 in review 🧵👇
• 
  Next onchain runner?
  @addicteddotfun
  > onchain weed growing game that went live yesterday with 260K+ signups > game is currently gated to less than 1K people > you farm the in-game currency
  $weed
  by growing weed from seed packs > gacha seed packs available to buy with
  $weed
  .
• 
  The Nillion ecosystem has 60+ projects building on its infrastructure and 75+ native applications live or in development.
  @nillion
  is positioning itself as the internet’s base layer for all private data 🧵👇
• 
  Top 5 Crypto Fundraising Rounds this week 👇
  @NousResearch
  - 50Mata50M at a 50Mata1B valuation > Decentralized AI startup leveraging Solana to train its open-source models >
  @paradigm@symbioticfi
  - $29M > Universal staking framework enabling networks to bootstrap ecosystems >
•