Luck is where preparation meets opportunity.
Joined February 2021
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Witt retweeted
Currently sitting below $50m, I thoroughly believe in this ecosystem within BASE across AI x GameFi is just getting started.
The $HENLO cart early access mini-app on TG over 50k users.
Get early access here: t.me/henlokartbot/play?start…
The TG mini-app distribution network is over 900 million users. Imagine how big this can get when you factor in there is AI-agents evolving within game within a massive network of gamers where 50,000 users will look like peanuts compared to the hundreds of millions who will have access to this game.
Opened a large position of $HENLO at $2m MC. I also am a large holder of the On-Chain Gaias NFT.
Took a while to write this thesis, apologies, but I am a fan of this BASE AI x Gaming on-chain gaias ecosystem by @ciniz
Henlo Kart. A hamster racing game. First "game cartridge" for the Onchain Gaias platform. AI agents control the karts. Every race = an onchain transaction. Hamsters “learn” from actions, updating their AI models each time. Simple gameplay, complex implications—AI training through a game. Players? They're trainers too, indirectly shaping how the AI behaves.
Onchain Gaias = decentralized AGI playground.
Onchain Gaias itself is an ecosystem built around community-driven AI development. The key to participating is owning a GAIA NFT. Each NFT represents an AI agent that can be trained, cloned, or monetized. Games like Henlo Kart act as training simulators, where gameplay generates data to improve the AI.
The $HENLO token ties everything together. It’s the reward for training and playing, acting as proof-of-work for compute contributions. Players earn $HENLO through Henlo Kart and other games. Tokens also enable monetization: GAIA owners can sell high-performing models or allow cloning for a fee.
Henlo Kart is just the beginning of this ecosystem. Early games focus on simple AI behaviors, but future iterations will handle more complex tasks. The long-term vision is ambitious: decentralized, community-owned AI systems capable of solving real-world problems.
For now, it’s hamsters, racing, and jackpots. But the foundation for something much bigger is already being built. Especially, as gaming and AI grows as a massive sector (hint: Parallel is going to showcase their AI agent in due time and I believe that will be the catalyst), I think on-chain Gaias and $HENLO will grow with it.
Disclaimer: All thesis creation above should not be taken as a reason to make financial decisions. All thesis generation above may be biased due to monetary gain of purchasable tokens. I am not related to the team and bought on the open market.
Witt retweeted
Taking profit will put you in the right mindset to buy dips and look for new opportunities.
If you don’t take profit, when the inevitable retrace happens, your focus shifts to surviving the dips or finding an exit.
Build a habit of selling on green days so that you can view red days as opportunities, not tragedies.
Witt retweeted
PSA: $HENLO is the first token associated to AI Agents x GameFi where the agents naturally learn and evolve in game.
Witt retweeted
⛓️ Since the inception of Bitcoin, the core principle of web3 and blockchain has been clear: allow users to transact without requiring them to trust third parties - or in other words Zero Trust. Blockchain networks embody #ZeroTrust as the most fundamental principle determining their architecture and design. These networks operate as "Zones of Sovereignty" with Zero Trust architecture, that can be inherited by protocols that operate within those zones.
Zero Trust architecture means the user doesn't have to trust anyone, not even the network operators (miners or validators) and can always reconstruct and verify the entire state, making sure every transaction ever made was valid. No amount of nodes compromised could generate a signature on behalf of a Bitcoin or Ethereum user.
The "Sovereignty Problem" came to light when builders wanted to operate across different networks. Operating across multiple Zones of Sovereignty (interoperability) requires trusting a third party to sync between the states of the zones. If a third party is required, Zero Trust must be abandoned, and builders resorted to 🏰 Castle-and-Moat architecture.
🏰 Castle-and-Moat architecture refers to a "moat", a security perimeter, defending a "castle", a protected asset or system. In the context of legacy web3 interoperability, a bridge is an example of a Castle-and-Moat protocol (CMP) where the castle is the user assets deposited to the bridge, and the moat could be a multi-sig, MPC, hardware security, or any other physical or digital way the bridge defends against malicious actors trying to drain the user's assets.
Unlike Zero Trust, where no amount of compromised nodes can generate a signature on behalf of a user and drain their assets, in a CMP that scenario is possible, turning the CMP into a honeypot. Another problem is that this model assumes threats are mostly external, which simply isn’t the case in today’s complex threat landscape. A CMP is especially vulnerable to insider threats and APTs (Advanced Persistent Threats).
Relying on trusted intermediaries goes against the Zero Trust principles blockchain was built on🛡️ and over the past years we've seen numerous occasions where the reasoning behind that became painfully evident, as billions of dollars were drained from bridges and other interoperability solutions, exploiting their Castle-and-Moat architecture.
The solution is Zero Trust Protocols - ZTPs - that operate across different networks without removing the native Zero Trust security of those networks. ZTPs became possible for the first time with the @dWalletNetwork, utilizing the novel 2PC-MPC scheme to enable the #dWallet primitive, a building block for builders allowing them to sign transactions on other networks, requiring both a user and a network to generate the signature.
With ZTPs the user is always required, so no amount of network participants can drain the users' assets. Any logic can be implemented (custody, DeFi etc.) across any network, including Bitcoin, and users can operate with native assets from different networks without the risks of bridging and wrapping.
ZTPs flips the script, ensuring that every request is verified, every time. Builders don't need to resort to the assumptions and trust required by CMPs, but can operate freely across networks preserving their native Zero Trust security, exactly as blockchain was designed.
Witt retweeted
Protos Capital is looking for a new project to incubate and provide deep value add across our network.
If interested, please DM us on Twitter.
Only picking 1 project.
Time is ticking 🕰️
Witt retweeted
We're thrilled to announce the collaboration with
@monad_xyz 🤝
@dWalletNetwork is bringing native multi-chain DeFi to Monad, the fastest EVM-compatible Layer 1 blockchain. This is a game-changer for building secure & scalable DeFi apps. More 👇
dwallet.io/blog/dwallet-mona…
Witt retweeted
We are excited for @heurist_ai 🤝
With its focus on democratizing AI on Ethereum through zkStack technology, it's poised to revolutionize AI model access.
As giants like Google, Microsoft, and Meta embrace open source, Heurist is set to innovate the intersect between AI and crypto.
Witt retweeted
Token incentivization rewarding data labeling is going to be a huge market opportunity.
Welcome to Protos Capital’s first of many investments.
Don’t fade AI 🤝 $Tagd
Check out our latest medium article, where we explore the critical role of community:
medium.com/@tagd_ai/empoweri…
Witt retweeted
Read our latest Medium article, where we take a deep dive into tagd as a foundational AI platform:
medium.com/@tagd_ai/deliveri…
Witt retweeted
My first cycle was 2017. I had a prescription for vyvanse and I put it to good use no-lifing the whole run on discord 24/7. I had no idea "crypto twitter" existed back then, but I do now, and I've come to tell you a story about how I'm totally delusional.
Bitcoin peaked at 20k. By that point my portfolio was so big I couldn't even comprehend it, really. The most expensive thing I'd bought before in my life was my car, which cost 9k. My initial Coinbase deposit was $1200. Now I was sitting on enough to cover rent till I died. Not that I'd ever considered taking money out of the market. Why sell the future of finance right before it made you another 100x?
After that peak, bitcoin crashed 40% to 12k. My portfolio was mostly altcoins, which nuked down more like 80%.
I was confused - the coins went up because the tech was good, right? Everyone was writing articles about that. How could they suddenly become bad?
Over the next few days, things bounced back. We hit 17k again and my portfolio was back to 85% of its all-time-high. I dismissed the earlier decimation as a weird fluke, some sort of market error.
With our coins back near highs again, I was talking about new plays with friends in a discord call when an older guy joined. He was a bitcoin miner who'd been in the game since basically day 1.
"Guys, sell everything and don't even think the word 'crypto' for another 18 months. I don't wanna see you do what I did in 2013."
We asked him what he meant - "cycle?"
Did he not understand society was being reorganized around blockchain technology? Did he think things could just got back to how they were before? We had 100 questions.
"I'll never stop mining bitcoin. It'll come back. All this other shit - vertcoin, NULS? Going to 0. Actual 0. You will have to pay people to take it off your hands, and those people will laugh at you for buying it in the first place. Sell all that shit, set a timer for 12 months and when the alarm goes off you dump every cent you have back in bitcoin."
We wished him the best and thanked him for his advice, but nobody listened. He left the call and we agreed he was just too old to understand the revolutionary technology our altcoins were based on.
Over the next month, I proceeded to lose enough money it could've bought several houses.
I didn't even get liquidated trading, just holding coins that went down so fast it was basically the same as liquidation. Day after day after day. It was incomprehensible to me. I'd never seen the charts do that before. Support levels stopped mattering entirely, nothing bounced except bitcoin - and the bounces got sold into like mad, until they wicked the green daily back red and sent us even lower.
There wasn't a single buyer left.
Gradually, people from the discord stopped logging on. At the end it was just me and this totally insane guy. One time while he was saying something totally bizarre, I realized me being the last one sticking around with him probably market me as nuts too. An unpleasant thought, but quite hard to deny at this point. Bagholding multiple fake internet coins down 99% from their peaks is not normal behavior.
After accepting I was delusional, I sold my alts into bitcoin and sent it somewhere to forget about.
This next cycle, you're gonna be accosted by an infinite swarm of people exactly like me from 2017. You might even be one yourself.
They will tell you we've hit escape velocity, that we've created a new paradigm, that we've been institutionally adopted. They're sure that rehypothecation of digital assets brings permanent liquidity to the space and makes it impossible to go down ever again. They'll say shit we can't even imagine right now and they'll believe it completely.
Lots do it their first cycle. When you enter a market that's going up only for over a year straight, it is literally impossible for you to imagine it being any other way.
I have a few goals, based on this experience. I think they're probably decent for most other people too
1) Do not be 2017 Lukas. We go down later. It's not different now and it never will be.
2) Do not let your friends be 2017 Lukas. Most people will not be okay losing 98% of their net worth in one month. They will hate crypto and everyone they associate with it forever. This includes you, to a degree.
3) Make your friends take profits. They don't have to dump the whole stack, but just a little bit to get them used to the idea of selling. Last cycle I bought my 2 best friends AUGs. If I ever again refuse to take profits on a 50x, they know to come point the guns at me. They hope it won't come to that, but they also understand I'd prefer to be shot in my right arm or leg if it does.
3) Identify the Discord Bitcoin Wizards and obey their commands. There will be at least one point this cycle where a person says something to you that sounds completely retarded, but it'll actually be God himself speaking to you through that person's vessel. You have to seriously consider this possibility every time you hear something new. Accurately identifying and obeying the wizards will make you more money than every thread on airdrop farming combined.
4) Exit with at least 50% of your portfolio all-time high. This sounds like the easiest thing on the list but somehow it's 1000x more difficult than locating wizards disguised as retarded people.
Good luck. I love you all and we are going so much higher
Witt retweeted
An L1 that is underfunded built to fix the hashing problem.
The ethos of the entire crypto sphere rests on geniuses building and being supported by the people, I.e $BTC
I never fade founders who choose not to take $
My buy price was around $33.
$FACT
coingecko.com/en/coins/fact0…
