Hey new followers 👋 Meet the four moons partners (that are on Twitter) We have a few core focuses in this industry: - seed/angel stage DeFi investments - advising DeFi protocols on GTM and tokenomics - running validators - rolling our treasury around DeFi and get involved in governance just like all you @boz_menzalji - former COO of Akash Network, entrepreneur, member of the CVX5, pioneered the playbook for running a validator community in the Cosmos space and why we have a validator busieness @Ace_da_Book - chief strategy officer, top tier trader, defi writer, deeply involved in ve(3,3) tomen projects like Thena, manages all of our trades and portfolio sizing for our own treasury as well as our hedge fund subadvisory business @JasonHitchcock - 13 years in early stage startups, exited a startup twitch, 25+ angel investments in web3, DeFi evangelist, startup me tor ar several accelerators, member of CVX5, also leads Ecosystem BD at @thirdweb Our fourth moon is not active in Twitter but Ash runs operations for four moons and he’s a detail Chad

Velodrome and Aerodrome announcing buybacks on the same day. Once again, mispriced by the market. What nobody seems to understand is this rewards means more sustainable cash flow for the teams, more growth, and larger moats in the Optimism Superchain. Uniswap is the leader but their cash flow comes from a front end fee (race to the bottom), grants, and selling their token. These are finite resources.

RT @boz_menzalji: There was never a doubt that the market forces would partner with political forces to make sure America not only has a se…

It's great to see founders who launched during a difficult time for DeFi keep building the stack and shape a sustainable narrative. Mode will likely have one of the most epic comeback arcs for the Superchain, let alone across all of crypto in 2025. DeFAI will thrive.

Saying anything in crypto is 'fairly valued' is mid. Valiant effort trying to apply TradFi frameworks where pricing models exist and capital requirements are significantly high to create barriers to entry, but this has never worked in crypto, and I think we are nowhere close. Market cycle reflexivity (massive increases and decreases in capital and participants), hypercompetition, influencers deciding to back some but not other projects, and the risk of building in regulatory grey areas lead to massive disparity. We're excited for American leadership to reduce some of the Bitcoin halving cycle driven volatility through sensible legal and regulatory frameworks. But if you're making capital allocation decisions on TradFi metrics, using analogues to competitors without applying intangibles (e.g. supply distro, VC/vesting dynamics, community involvement, network effects), you're doing it wrong. Hyperliquid. xitter.cf/_ryanrconnor/status/18…

Congrats on the launch @symphonyio - a crack trading agent to improve omnichain, abstracted perpetuals.

11 more days til 48 returns.

$AION has the potential to cross the chasm into traditional markets and grow far beyond typical crypto expectations. Subnet 6 will be a household name for Bittensor soon enough.

Come meet two fantastic projects we are advising on X Spaces tomorrow: @aixCB_Vc and @symphonyio

The DAO of @CreatorBid continues to fly under the radar. Shogun has built a solid portfolio that includes marquee projects and has established the pole position for AI investment DAOs ahead of the $BID TGE. Incorporating more automation via sentiment analytics and deep learning algorithms powered by Bittensor will accelerate @Shogun__base's ability to generate alpha early as the agentic economy evolves.

2024 has been a fantastic year for crypto across the mainstream acceptance and political spectrums with the ETFs, Trump victory, and Fair Shake congressional sweeps. Here's where we are bullish and will make liquid investments in 2025 1) DeFi Prices and liquidity have improved, and the focus on DeFi value capture will continue to evolve with sensible regulatory frameworks and improved token models in 2025. Stablecoins will also see dramatic increases leading to TVL increases across the board. 2) AI Agents and Infrastructure There is excitement around the intersection of AI and crypto, where agents perform many tasks more efficiently than humans and must be compensated for the work. The possibilities for this tech to leverage the plethora of on and offchain data are unimaginable. 3) Bitcoin The combination of ETFs, RIAs recommending optimal portfolio allocations of BTC, and the potential US BSR will lead to continued buy pressure post-halving. Other sovereigns will likely join the race. 4) Layer 1 Trades Hyperliquid's community first token distribution and PMF have captured the attention of everyone in crypto, late in Q4. The wealth effects and EVM compatibility will lead to a Cambrian explosion of DApps once the HyperEVM goes live. Berachain and Monad have also built strong communities with large capital commitments. Solana and Ethereum will provide excellent opportunities at the application level, however, are unlikely to receive large inflows without catalysts at the government/regulatory level (e.g. ESR or SOL ETF). Happy New Year, and cheers to a profitable 2025!