May journal ideas @Charkovsky2 on telegram
Joined January 2022
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A few coins I'm fairly bullish on over the next few weeks (big surprise they're all utility) as market heats up towards Uptober
$TRWA - Multi asset RWA hedge fund with backing and links with UAE tycoons.
dexscreener.com/ethereum/0xd…
nitter.gq/TharwaUAE
$FACY - nitter.gq/midoji7/status/1954220… - great post explaining the vision behind nitter.gq/ArAIstotle
dexscreener.com/base/0xd87ea…
$REI - had a great retrace over the past week - trading the chart on a potential blue chip.
nitter.gq/ReiNetwork0x
dexscreener.com/base/0xa213c…
$PCULE and $FLIPR - prediction market play as polymarket keeps dominating headlines
dexscreener.com/solana/6vkwj…
dexscreener.com/solana/5upbp…
nitter.gq/fliprbot
nitter.gq/polycule_bot
$EMDR and $RBR - 1st and 2nd movers in crypto robotics - potential start of an insane new meta
dexscreener.com/ethereum/0x3…
dexscreener.com/ethereum/0x5…
nitter.gq/modulr_cloud
nitter.gq/UseRobora
$QLK - Restructuring oracle framework, with a lot of work going on behind the scenes
nitter.gq/QuantLink_AI
dexscreener.com/ethereum/0x6…
$OVPP - Providing digital payments for energy industry
nitter.gq/OpenVPP
dexscreener.com/ethereum/0xe…
$PIN - Pinlink I've posted about non stop over the past year. The team have consistently delivered updates and the chart is at a great accumulation phase as they become a giant in the RWA industry
dexscreener.com/ethereum/0x8…
nitter.gq/PinLinkAi
also bought $XPL and $WLFI on HL on the lows on a bet of the amount of money behind these plays
A lot of these have already pumped over the past week and some are at a decent entry but my bet is a few of them absolutely rip creating new narratives. My eggs are in a bunch of baskets so if we do get euphoria on a couple of them at least I wont miss.
There is a ridiculously overlooked play on Virtuals, $FACY | @ArAIstotle @aiseerco
This is a community-owned Palantir, but for truth.
The AI agent fixes hallucinations and rebuilds trust online with 92% fact-check accuracy, outperforming ChatGPT, Gemini and Grok.
On top,
- Doxxed team, founded by @ye_dennis.
- $1M mcap / $2M fdv (No unlocks until September)
- Less than 700 followers, only followed by Virtuals founder. (Wouldn't be surprise if $FACY becomes a key agent in ACP)
- Their product is one of TIME’s Best Inventions 2024 + ASEAN Digital Awards (Gold).
- Backed by Draper Associates, one of the first VCs in Silicon Valley (Coinbase, SpaceX, Tesla, Robinhood, Polymarkets, Twitch, Ledger...).
I'll leave some links here:
nitter.gq/virtuals_io/status/195…
time.com/7094922/ai-seer-fac…
nitter.gq/defiancemediatv/status…
Its only a matter of time till this range is broken through to the upside.
Getting constant interactions from Ben Lamm at @colossal - the people behind bringing @elonmusk's dream of a woolly mammoth to life!
Recently getting the attention of the Winklevoss twins and @Gemini
They love $WOOLLY and so should you!
A great post on the thesis behind why this is so woollish:
nitter.gq/K9_Crypt0/status/19379…
Honestly see this narrative as one of the best on the market.
My thesis on $WOOLLY and why I'm certain this narrative is the next outlier to shine on ETH this summer and beyond:
According to Forbes, @BenLamm started Colossal Biosciences in 2021 with the goal of bringing back the woolly mammoth. It's thus safe to say the foundation of the entire company is the upcoming ressurection of the Woolly Mammoth.
time.com/7274542/colossal-di…
The reason I bring that up is because we all witnessed the marketing campaign they pushed out when they announced that they had brought back dire wolves not long ago. They had Times Magazine posting a massive article followed by mentions from @elonmusk and many other big profiles.
Now imagine the amount of money and intention they will put into their main "attraction", the mammoth once its brought to life. So far they have changed their entire front end design to prepare for the mammoth on their X profile and on their website.
Many may argue it will be a sell the news event, overlooking the fact that Elon Musk himself has asked for his very own "Miniature Woolly Mammoth" as a pet multiple times in this quarter, following hints and replies from Ben Lamm himself. Handing him one as a pet would be the best possible marketing strategy for colossal and the first push of their massive upcoming announcement.
Elons pets have a massive track record on ETH having brought back insane returns for early investors with tokens from previous cycles such as $SHIB, $FLOKI, $DINGER and many others, which is why I think $WOOLLY won't be any different.
There has also been multiple cases in a very short time window where the Founder of colossal has been giving compliments to the various content being pumped out of the main @WoollyOnEth X made by both the team and the community signalling an interest for the community effort.
Considering they have investors from companies such as Cannes Lions, one of the biggest marketing/advertising conferences in the world, they clearly want to hit all angles from a marketing standpoint.
This makes me believe we will see continuous engagement from their side on $WOOLLY community posts as a cross-marketing opportunity which would boost the X algorithm to redirect users between both the woolly token, as well as Colossal and their company. Do not fumble this opportunity to buy the next big outlier on ETH at these prices, they're only "too high" until they're not.
woollytoken.com/
nitter.gq/WoollyOnEth
t.me/woollyerc20
dexscreener.com/ethereum/0x7…
Insanity $3m in assets owned in under a month.
The amount this will have scaled within a year will be exponential and that $100m revenue annually will be alot closer than many think
We just invested another $1m in protocol-owned DePIN assets, this time purchasing 65 Bitmain Antminer L9'.
This brings our total investment in protocol-owned assets close to $3,000,000. These investments will then be fed into our Invest, Fractionalize, Compound business model when our RWA-Tokenized DePIN marketplace goes live, putting us ahead of schedule on our path to generating $100m in revenues by 2026.
With $PIN staking going live tomorrow, holders will also soon by able to start benefiting from initial revenue generation.
Invest. Fractionalize. Compound. The future of DePIN will be fractionalized.
Another top tier partnership 🤝🤝$PIN
PinLink x Maple Finance: A New Era of AiFi Has Begun
We’re delighted to announce a new partnership with @maplefinance that will dramatically accelerate our vision for building an entirely new DePIN asset-collateralized AiFi sector.
When our RWA-tokenized DePIN marketplace goes live and there is sufficient secondary liquidity, our fractional, tokenized DePIN assets will be listed on Maple. This will allow users for the first time to use DePIN assets like GPUs, miners and nodes as collateral for lending even whilst the underlying assets continue to be deployed in revenue generating activities.
This opens up dual revenue streams for DePIN asset owners, dramatically increasing the returns that can they can deliver. In doing so it can completely transform the business model of the DePIN sector and bring forth a new era of AiFi earning.
We’ll also be investing a portion of our Service User Rebate Fund in Maple products to leverage their market-beating yields to deliver rebates for our AI clients.
The world of DePIN just got a little bigger.
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Approaching just under a month of $PIN @PinlinkAI being live and they've accomplished a hell of a lot in that time with the best still to come!
A quick overview of what they've managed to achieve in this short space of time so far:
- Completed two successful audits for their smart contracts with @Hashlock_ and @Hackenclub met with praise as "sound and well-tested codebase"
- Onboarded and introduced their CEO @orlowskilp - Lukasz Orlowski. Lukasz Orlowski has a plethora of accolades namely being former VP of engineering at Enjin a $4b+ blockchain venture. With his excessive experience in computing and developing companies, its a small shock how well $PIN is currently doing.
- Hit a $260m marketcap, with over 10000 holders.
- Forged exciting partnerships and integrations with @plumenetwork , @quilibriumlnc, @opensea , @fetch_ai , @parallelAix , @akashnet , @pendle_fi , @NetmindAI , @Aethircloud , @AnyoneFDN. For a 3 week span this is unheard of and I'm sure there are countless other partnerships in the works.
- Supports the tokenisation for @Alephium miners and @dogecoin compatible miners with proof of on-chain testing.
nitter.gq/PinLinkAi/status/18615…
- "Secured $1m worth of GPU, Miners, nodes and AI agents ready to be tokenised and fractionalised in their RWA-tokenized DePIN Marketplace." This is estimated to generated over $1.9m annualised revenue for Pinlink even prior to being listed. A very succinct post on the road to $100m revenue being generated by the platform and why this outcome seems very plausible - nitter.gq/PinLinkAi/status/18654…
- Has been featured in @binance's top 10 AI Cryptos to buy in 2025.
- Hosted spaces to engage with the community along with AMA's with Adam their head of BD and strategy at @Therealtrtalks.
As you can see from a snapshot of the achievements they've achieved in a mere 3 weeks, this company is on par with some of the best startup runs and is reminiscent of when crypto was more about finding real value for web3 participants. To say its still early is a given and billions is just the start, so incredibly bullish on this team and the tech they are producing.
A few links:
X.com/PinlinAI - has various posts detailing each partnership/integration as well as constant development updates. Also has many posts showing usecases for $PIN and how the overall mechanism of the marketplace will work.
Pinlink.ai - Comprehensive website with all things Pinlink.
t.me/pinlinkai - Telegram for the community to engage directly with the founders, team and other like-minded $PIN users and investors.
dextools.io/app/en/token/pin… - Chart
linktr.ee/PinLinkAi - All links from their social platforms to their pitchdecks and technical documents. Also contains the reports of their audits.
A post showing an example of how their RWA- tokenization tech will benefit AI developers and DePIN asset owners: nitter.gq/PinLinkAi/status/18593…
At the heart of PinLink's innovation in the DePIN space is our RWA-tokenization tech, which creates capital efficiencies for both AI developers and DePIN asset owners. Let's take a step by step look at how it all works:
Step 1: Bob, the owner of a DePIN asset (e.g., GPU), connects his asset to the PinLink network.
Step 2: An RWA ERC-1155 token representing Bob's DePIN asset is minted, and its ownership is transferred to Bob. This token is the foundation for renting and revenue-sharing opportunities.
Step 3: AI developers can rent the capacity of Bob’s asset by paying a Service User Rental Fee in $PIN tokens, creating a direct revenue stream for Bob.
Step 4: Profits from these rental payments are sent to a contract linked to the RWA ERC-1155 that represents the rented asset, ensuring secure and transparent transactions.
Step 5: Initially, all profits from Service User Rental Fees go to Bob until he decides to sell fractional shares of his RWA to passive income-seeking third parties.
Step 6: When Bob’s asset starts generating revenue, he can sell fractions of the RWA to others like Mike and Julia, providing them a share of the future rental income.
Step 7: For example, Bob sells 30% of his RWA to Mike and 30% to Julia, keeping 40% for himself. Mike and Julia pay an RWA Purchase Fee in $ETH or $USDT for their respective shares.
Step 8: From then on, rental profits are split proportionally between the fractional holders. In this example, 40% goes to Bob, 30% to Mike, and 30% to Julia.
Step 9: PinLink takes 20% of the ETH/USDT RWA Purchase Fee as a commission, which goes into a Service User Rebate Fund that invests in low-risk, yield-bearing strategies, reducing rental costs for AI developers.
In addition to the RWA Sales Commission, PinLink takes a 2% Protocol Fee on all Service User Rental Payments and RWA Purchase Fees, creating a balanced revenue stream for the ecosystem while maintaining capital efficiency for all stakeholders.
The end results - cheaper prices for AI developers and more revenue streams for DePIN asset owners. A win-win for everyone!
Great thread introducing the innovation of $SOLO
1/ Introducing SOLO
The first Agentic DePIN Mining Chain. Creating an ecosystem of AI Agent-centric Transaction and DePIN Mining.
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Great thread explaining $Pin - @PinLinkAi
While the rest of CT is still sidelined, I bought myself a bag of $PIN, @PinLinkAi 🥷✝
☑️Solid Fundamentals
☑️Proven Team
☑️Strong Utility
☑️First Mover
☑️Merges Three Major Narratives
Here's why $PIN could be a great addition to your portfolio.
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$TAI dip shlurped up pretty quickly stable around 4-5m now. This is a great floor for accumulation especially with the news of Native TAO staking around the corner and the platform to be released imminently. A reminder of how to natively stake TAO with on-chain proof in case you missed it:
Native TAO staking - a step by step with on-chain proof. If $TAO whales needed any more convincing of the best LST for the bittensor system look no further.
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Native TAO staking - a step by step with on-chain proof. If $TAO whales needed any more convincing of the best LST for the bittensor system look no further.
Make sure to tune in tomorrow $LEMON spaces.
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$LEMON CEO making power moves. Upwards! 🍋🤘⏫
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$LEMON bouncing off the bid zone on an extremely low vol day. Pre-empting a great week to come im sure.
$LEMON team expanding their roster of expert hires. This is a mammoth in the making.
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Great step for the $INFI team - A brilliant partnership in a step to into wider RWA adoption.
Proud to announce that Infinet has secured a partnership with Zebec!
With over 8500 users and growing, Zebec is a true flag-bearer in RWA adoption and integration for crypto.
You can now use Infinet on the Zebec Silver Card.
To mark our collaboration, we will also be airdropping $5k of Infinet to Zebec holders!
Would not be fading @cryptoaeon and his ability to find monster plays $LEMON
I would bet on $LEMON being one of the best launches heading into Q4. A promising quarter ahead for the market and AI-focused projects in general.
Up around 300% from quoted tweet. BIG moves from @altunyb. Got a $200k grant from Google startups. Invited to TedX & Google summit.
Plenty of catalysts cooking. Breakout from ATH resistance & Full send soon.
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Gm great launch and start for the $LEMON team.
A few facts about them:
- Fresh concept promoting investment opportunities while maintaining investor and startup collaboration
- Unique analytic software using their innovative LemonAI to streamline the process in navigating through the investing landscape
- Doxxed team super connected in the web3 space boasting accomplished backgrounds such as ex-Forbes, ex-Toyota, Ai Experts, Ex head of engineering at NEAR protocol and many other such accolades.
- Unique use case of $LEMON Token with a host of utility. (See pic)
- Ceo has already given a Tedx talk
In short very bullish on this team and as we see a potential local bottom in its the perfect time for a launch like this. Feels like we see an Ai season blooming again and this 1 has my bet.
9 figures+ is my target here
Lemonrocks.com
@lemonrockscom
nitter.gq/altunyb/status/1836990…
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🍋🍋🍋
Added $LEMON LemonRocks to my AI basket.
Fully doxxed team with impressive backgrounds. CEO is a 2x exiter with 30+ angel investments & ex-Forbes author.
CTO: Ex-Head of Engineering at NEAR Protocol. CSA: Ex-Toyota, AI Expert. Advisors are from Crunchbase, Dropbox, and Credit Suisse.
LR is building an advanced AI-driven alternative to Crunchbase and Dealroom. A big portion of revenue goes to buybacks while rewarding the community to train their AI and LLM.
Launched recently. Can see this do BIG numbers.
dextools.io/app/en/ether/pai…
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