believe and you shall receive. all posts are my opinion, nfa + dyor
Joined September 2024
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Here is a great example of why I’m bullish on $ORBIO:
$FOREVER is one of the only projects doing well in the current market and they are using Orbio/Credit as a provider to power their agents
I personally believe the next wave we see on chain will be heavily concentrated on AI, and the strength that $FOREVER is showing right now supports that claim
There is still a ton of potential for AI and AI agents on-chain, especially within RH eco and the top ones that emerge will be powered by $ORBIO
Imagine when AI szn approaches in full force, Orbio will play a part in one way or another on every major project because of the ability for agents to run autonomously, privacy, tools, cheap prices, and everything else it offers
Orbio checks all boxes and more when it comes to what an agent needs to get to work; all models, infra, etc.
One of the best bets to make is on the source that these AI plays/agents will be running on since the flywheel will positively impact the price of $ORBIO from all of the use it’s getting
$ORBIO is an L1 for agents, and I think those who understand this will be rewarded greatly down the line
The r/r is insane at these levels
I cannot fathom how hard and fast $UTYA will send when $GRAM starts to see consistent positive PA
You want to talk about strength? Right now $UTYA is sitting at 20M MC while $GRAM has been down only and nearing ATLs
Remember, we saw these $GRAM prices August 2023 right before the giga run to ATHs
Few
People need to start treating certain on-chain tokens as real, profitable businesses that have the ability to leave a vast impact on the specific sector it's targeting
Once you do this your perspective on things will change in a positive way
It'll be easier to extend your timeline on holding and you'll realize that prices like 40M/below 100M are CHEAP
$ORBIO is the perfect example of this and a dream opportunity for AI maxis/investors imo
Over 90% of recent YC start-ups are AI-based, making it more evident than ever that the investment committee + major institutional backers don't view AI as a temporary bubble, but as permanent for hardware/software infrastructure moving forward
Now you have the chance to invest into $ORBIO, a swiss-army knife for AI/AI agents, which is producing more revenue than majority of these YC startups
Like @0x_aster said a few days ago, "we've done $46k non protocol revenue in our first 40 days live, thats over $500k ARR in less than 2 months."
Seems like a no-brainer bid to me
You can view the public analytics in real time below
orbio.so/analytics
Looks like it’s time to run $ORBIO back
But this time with a much stronger base of holders
Again, that retracement was needed to get the jeets and weak hands out after we hit over 100M twice
If you can’t build conviction you don’t deserve to be here
All who are left believe in one thing and one thing only:
Orbillions
$ORBIO is on its first major pullback, a HEALTHY one nonetheless after up only mode for a month straight
If I was someone who had sidelined capital and was looking for an opportunity to allocate a long term project, $ORBIO is where I would place it right now
Some of you guys get scared shitless when something dips, but the real winners will take advantage of this opportunity
Yash and Jose hold top-tier connections based off their proven track records
They have soft-shilled meeting with one of the top crypto VCs in the world @dragonfly on X
The narrative itself holds such a high ceiling, autonomous agents with inference paid for themselves, no humans involved, and this is only a small part of $ORBIO as a whole
Their protocol is addressing something that big real-world companies are working on themselves
At 50M, the r/r here is mind-blowing to me to say the least, they've reached over 100M twice and this retracement makes me happy because it's a chance for stronger hands to enter/ape more while weak ones exit making the ride to orbillions that much easier
The part that people overlook is that we are only ONE MONTH in, and only a couple weeks since the release of the agentic launchpad where 1,600+ projects have already been deployed there
Early, not wrong
Orbillions
I'm not a big fan of comparisons, but for those that like to take one thing and put it up against another, here's another way to view $ORBIO:
Sometimes its not about what has been done first, but taking what has been done and doing it 100x better
Take Apple for example - MP3 players, smartphones, and personal computers all already existed, Apple just executed it the best and they ended up being the most successful by a landslide, still thriving to this day
I believe the same can apply to $ORBIO in a way
There have been AI plays launched years prior like $VIRTUAL that hold a similar concept and reached heights of 3-5B MC
$ORBIO is only one month in, launched on a superior chain, with a doxxed founder and team that has evident flawless + speedy execution
On top of being so early, $ORBIO has already dramatically improved the $VIRTUAL model:
- Fees paying for compute -> Agents can run themselves
- One key for the whole agent stack -> Bundling models, web, socials, on-chain data and posting under a single balance
- Bringing your own agent -> Supplying and operating the AI agent yourself, and the agent plugs in through MCP
- Product utility outside the token -> A discounted LLM credit marketplace that works everywhere an OpenRouter key does, plus a 466-model catalog and zero-data-retention routing
- Flexible stake -> The owner can withdraw principal anytime and rewards are claimable as they accrue
To reiterate: Being first isn't always the moat people think it is, competition is healthy and shows the true potential + proven demand for something
Orbillions
Can anyone name me a better looking chart?
Clear upwards consolidation allowing time for soft handed whales to exit and bigger and better ones to take their place
All while the team consistently ships
$ORBIO is the best bet one can make within the market
This was expected and I’m curious to see what is done to bring $PONS back up since it is so revenue-based
I highly doubt Vlad will let the largest launchpad on his chain die like this
Imo something is cooking behind the scenes, maybe we see or hear something from the upcoming hood summit
Solid dips overall throughout RH eco, after all RHC has only been live for 3 months
The biggest issue with crypto people is their attention span, it’s way too fucking short
WTF just happened to $PONS
Revenue is down 88% from peak in early September
Buybacks went from over $1M/day to $200K/day
Daily token launches from 36K peak down to 6K only (even stonkfun doing more recently)
$PONS down 38% from ATHs, consolidating around $60c
They need a runner or a product catalyst (V3 / trader incentives) to bounce
I stand by this post I made a while ago
Since then there was a point in time where legit the only thing I talked about was the-open-network:native and memes on-chain there for months and that has not and will not stop anytime soon
People tend to get caught up in the moment and end up positioning themselves into obvious plays after they become obvious
They then limit themselves to a small 10-20x instead of a 50-100x
To maximize your Xs, you need to put yourself in a spot where you hold an informational + behavioral edge amongst the majority and you can still do that with the-open-network:native and its top projects
In my eyes, the-open-network:native is one of if not the greatest retail coin out there and it will help onboard billions of users to crypto
Distribution is king and there's nothing out there that beats the distribution layer of the-open-network:native, recent PA is starting to show that as we edge closer to the wallet rollout
My thesis for the-open-network:native has yet to begin and I couldn't be more pumped to see it play itself out
One of the main reasons why crypto is so amazing is because it gives you the opportunity to change your life and become financially free.
With the current state of the market, wasting your port on 100k mcap shitters on Solana is NOT what will set you free financially. In fact it’ll do the opposite. It will send you in a downward spiral that will be hard to recover from. It will fuck with you mentally and physically.
Most of the people I know that are retired from crypto all have one thing in common:
They were early to the next big thing. For the people I know it was $PEPE, $SHIB, and $BRETT.
Now you have the opportunity to do the same thing.
$TON season is loading right before people’s eyes. We just got an extremely small glimpse of what’s to come.
Telegram is directly backing $TON, the platform billions of people use every month that is growing exponentially day by day with the strong support of the most chad-like founder within Web 3.
You saw it with Sol and Pepe.
You saw it with Base and Brett.
Now you’ll see it happen with Ton.
Not to mention other chains like Tron, Sui, etc. and the runners that happened on there.
Like I said, YOU HAVE TO BE EARLY TO THE NEXT BIG THING. It’s one of the only things that is 100% proven within crypto that actually works to help you go from zero to millions in a few days/weeks.
Do your research and position yourselves accordingly. Plant your seeds and watch your flowers skyrocket.
Me personally? I’m placing my bets on $TON.
Maybe I’m wrong, but if I had nothing this is what I would go all in on. I’d be happy losing on-chain during $TON szn than donating my money to the serial ruggers on Solana.
Memecoins aren’t going anywhere. They are cemented within the Web 3 culture. You just have to know the right ones to buy when the perfect opportunity presents itself.
That opportunity is now with $TON. I’m taking advantage before the big rotation happens and massive amounts of volume and liquidity flow in like it always has for a new chain szn.
I just have a feeling this one might be bigger than most.