Web3 Space Explorer (@marcelvd) • Hey
Web3 Space Explorer (@marcelvd) • Hey
Publications
- For web3 investors: will energy depin be a next investment opportunity?
The last few years the main bottleneckbin AI was GPUs, but that’s being solved at a rapid pace.
The next few years the bottleneck in AI will be the massive amount of energy that’s used in ai data centers.
If so, “energy x crypto” or “energy depin” is going to be a huge narrative.
https://twitter.com/QwQiao/status/1781080938480357835?t=VEJaf9kAez0wZnxmcF--Zg&s=09
- For Web3 investors: get the full picture before you select coins to invest in.
Few understand that @SeiNetwork pivoted from the Alt-L1 narrative recently.
Basically the chain is meant to be a shared sequencer across a stack of parallel EVM rollups that settle on Ethereum and use modular DA like @CelestiaOrg or @AvailProject now.
Whole thing is called Parallel Stack.
https://twitter.com/zerokn0wledge_/status/1771086546860654780?t=Vb4X9dThhovHaJt8MmXTWg&s=19
https://twitter.com/zerokn0wledge_/status/1771086546860654780?t=Vb4X9dThhovHaJt8MmXTWg&s=19
- For crypto investors: BlackRock is dipping a 100M toe in Web3!
With BlackRock incessantly talking on the RWA topic, now would be a good time to find out what the RWA projects are all about.
https://twitter.com/RWAwatchlist_/status/1770584072672379040?t=nFxtB5zoNLc44NqgW87eSQ&s=19
- For web3 investors: are you the key forces that are shaping the future of Web3:
• Modularity
• Interoperability
• Scalability
• User experience
https://twitter.com/stacy_muur/status/1770455483574632756?t=cJpvjd9KqS9HGVhK_Nmktg&s=19
- For crypto investors: this can assist you in selecting the coins for your portfolio.
Over the last 1 year, out of the top 200 coins, only 39 have outperformed BTC.
https://twitter.com/intocryptoverse/status/1765869033755185176?t=7HYzxsIWX-jeIeGsPXZhEA&s=19
- For the crypto investors: lots of events in 2nd half of March.
Nvidia conference, FED interest rate decision, some token unlocks. Interesting times!
- For web3 investors: take some time to fully grasp the importance of ZKML and ATOR network messaging!
This Depin, AI, Zero Knowledge and Privacy. This is exactly what web3 is good at.
https://twitter.com/atorprotocol/status/1767943868333395981?t=gNQyZjBRPKNT6fvwx4tmMA&s=09
- For Web3 investors: are you a quarter back, bar bell or VC?
Here are 4 potential ways to size your portfolio for max ROI.
https://twitter.com/DistilledCrypto/status/1767873499195207860?t=qdTkLkuhvVBKBk9GBwinCQ&s=19
- For web3 investors: THE MONEY IS MADE IN THE MIDDLE, NOT THE TOP.
Essentially it basically comes down to this easy concept:
- DCA-in in a bear market
- DCA-out in a bull market
Easy in theory but super hard to do in practice.
- For web3 Investors: 7 Big Crypto Events On The Horizon.
Comes in handy for deploying your remaining dry powder.
https://twitter.com/DistilledCrypto/status/1767186212425769379?t=LeSUkKB-764cIu8cgtyBDw&s=19
- For Web3 investors
- AI is absolutely dominating.
- RaaS, oracles and IoT lead the pack.
- Gaming is making a silent comeback.
- Important insights for investors in AI and Blockchain!
Key Takeaways:
Crypto and AI integration in the immediate future (6 months to 1 year) will be dominated by AI applications that enhance developer efficiency, smart contract auditability and security, and user accessibility. These integrations are not specific to crypto but enhance the on-chain developer and user experience.
Decentralized compute offerings are implementing AI-tailored GPU offerings just as there is a significant shortage in high-performance GPUs, providing a tailwind for adoption.
User experience and regulation remain obstacles to onboarding decentralized compute customers. Recent developments at OpenAI as well as ongoing regulatory reviews in the United States, however, highlight the value proposition of permissionless, censorship resistant, decentralized AI networks.
On-chain AI integrations, especially for smart contracts capable of using AI models, require improvements in zkML technology and other computational methods that verify offchain compute on-chain. Lack of comprehensive tooling and developer talent as well as high costs are barriers to adoption.
AI agents are well suited for crypto where users (or agents themselves) can create wallets for transacting with other services, agents, or people. This is not currently possible using traditional financial rails. Additional integration with non-crypto products is needed for broader adoption.
https://www.galaxy.com/insights/research/understanding-intersection-crypto-ai/
- Investment agencies focus on DePIN track! Three major projects ahead of 2024 https://post.readon.me/share?content_id=2869218&lang_type=EN
https://post.readon.me/share?content_id=2869218&lang_type=EN
- Alpha for investors that are pruning and focussing their crypto portfolio. Better know the trending narratives.
Trading view data shows that Modular Chain and Data availability are the runner ups in Web3. Both AI and RWA remain top 2.
- Web3 is overwhelming. The big ideas of one of the major VC companies can help you to focus your crypto portfolio.
Are you late to prepare for the bull market or does your portfolio need serious pruning? Pick 3 narratives and max 10 projects. That will help you in planning your exits.
Source: https://twitter.com/stacy_muur/status/1733139736699806089?t=nEqz2vIpGMZ_xRldgt6ssw&s=19
https://twitter.com/stacy_muur/status/1733139736699806089?t=nEqz2vIpGMZ_xRldgt6ssw&s=19
- Bitcoin on the run. FOMO alert: it is better to buy on red days!
- 64 day till Bitcoin halving: is your crypto portfolio ready for the bull run?
In January I have spend some time on cleaning up my portfolio. Some coins did not show any price action for a long time, negative sentiment in the socials and delayed delivery of the key results.
Selling coins is harder than buying. For me it was still wise to do.
- Web3 engineering with Rollups as a Service
For investors: a small cap project with working product and adoption, worth researching. Might be a sweet spot. Narrative = modularity and RAAS.
For engineers: Rollups handle transaction execution, Ethereum – settlement and consensus, while alternative DAs like Celestia and Abail contribute to data availability.
- Web3 engineering is maturing: check out the roll-as a service offering of Gelato Network.
For engineers:
App-specific rollups are faster and more cost-effective, while still benefiting from the security provided by L1 – a crucial consideration for users.
For investors: Gelato has had a rally but still has a market cap of $ 180M and an FDV of $ 320M. Its closest competitor AltLayer is at a $ 450M mcap & $ 4 BILLION FDV.
What do you think? Is Gelato an interesting small cap to add to your crypto portfolio.
https://twitter.com/stacy_muur/status/1756222114414444561?t=r8AzPRM2j1p4myuT3qCRQw&s=19
- Crypto investor?
Check this before setting your target accumulation price this month.
- Crypto made easy: buy, do nothing, sell.
Buying was easy.
Do nothing part is harder.
Selling will be the hardest.
- Crypto 2024 outlook by Stacy Muur
You can not play them all. My favorite pick in H1 is restaking with Eigenlayer and in H2 it is Roll-up As A Service with Gelato.
- $RNDR has 4 of the Top 10 companies in the world behind them.
• NVIDIA
• Apple
• Google
• Microsoft
Don't forget their advisory even brings connections from executive positions with the US DoD & even IBM!
OTOY is bigger than just crypto/Web3🌐
What more could you ask for?
https://twitter.com/Tokenicer/status/1749513259957256540?t=v7BE_2BlHzaAuI5tDVdwZw&s=09
- Excellent Coindesk post about AI and blockchain players.
Investor outlook: While I’m bullish on the whole AI tech stack, I believe infrastructure and middleware protocols are better investments today given the uncertainty in how AI functionality will evolve over time. However it does evolve, Web3 AI applications will no doubt require massive GPU power, ZKP technology, and developer tooling and services (i.e. infrastructure & middleware).
https://www.coindesk.com/tech/2024/01/10/making-sense-of-web3s-burgeoning-ai-ecosystem/
- How BIG is this?
Google Cloud to date has only offered BigQuery datasets for Bitcoin and Ethereum.
Now, Injective will become part of this prominent group of Layer-1 chains.
https://blog.injective.com/en/injective-integrates-web3-finance-data-into-google-cloud-bigquery/
- Decorrelation makes crypto an interesting asset class for your investment portfolio.
https://twitter.com/coinbureau/status/1717576033870790738
- Mastercard experiments with Moonpay to “drive innovation” and strengthen the way brands connect with consumers through Web3 technologies.

https://financefeeds.com/mastercard-taps-moonpay-to-advance-web3-adoption/
- During the bear market it was difficult to be greedy. Now I need to be fearful while others are greedy. What is harder?
https://twitter.com/EthereumFear/status/1717133977495237029
- RNDR - Airbnb for GPU and spatial diffusion (AI text to image)
https://twitter.com/Rendoshi1/status/1674872890796244992
- A take profit strategy in case the crypto cycle is 'broken' by BTC ETFs.
Expect the unexpected.
https://twitter.com/CryptoKaduna/status/1715337735756509522
- NVIDIA add PAAL.AI to their inception programme.
https://twitter.com/PaalMind/status/1714340413362847971
- Censorship resistance? Better use a DEX.
https://twitter.com/coinbureau/status/1712072235618283591
- Immutable partners with AWS
https://twitter.com/Immutable/status/1711865035612733594
- Decentralized storage provider Storj has announced a new integration with Adobe.
Storj’s 226 percent growth has brought it customers and partners such as Toysmith, Acronis, Ad Signal, Valdi, Cribl, Livepeer, Bytenite, Cloudvice, Amove, and Kubecost. The growth has been helped by a University of Edinburgh report showing a a @ 2-4x factor improvement in Storj’s transfer performance over the prior year. It found speeds of up to 800 Mbps when retrieving large quantum physics data sets from Storj’s network.
https://forum.storj.io/t/storj-is-an-official-adobe-video-partner/22627
- The crypto community is resilient!
https://twitter.com/CoinDesk/status/1709851908251230601
- More blockchain adoption. Private blockchain, for now.
https://www.coindesk.com/policy/2023/10/04/hong-kong-stock-exchange-launches-blockchain-based-settlement-platform/
- Citi and JPMorgan use a private version of the blockchain.
Franklin Templeton says private blockchains will fade next to fast-innovating public utility chains.
https://www.coindesk.com/business/2023/09/28/banking-giants-abuzz-about-tokenization-of-real-world-assets-as-defi-craves-collateral/
- Another small step towards regulatory clarity in the US.
https://twitter.com/coinbureau/status/1709566990212288603
- Google is dipping a toe in web3.
https://twitter.com/coinbureau/status/1708088599202210131
- Storj partners with Acronis: regionless backups!
https://twitter.com/storj/status/1707093011652366450
- Crypto companies keep coming to Poland, with more than a dozen registered in the last week.
https://www.dlnews.com/articles/regulation/poland-extends-lead-in-eu-crypto-race-with-13-new-firms/
- RADIX MAINNET!
https://twitter.com/iWantCoinNews/status/1706572533703532870
- The Graph is critical tech for the future of the web 🌐
Welcome to The Graph ecosystem, Deutsche Telekom!
https://twitter.com/mms_Blockchain/status/1706567564250255726
- Base has now made a total of 4.1 million dollars in profit, with $367k generated this week!
https://twitter.com/web3academy_/status/1703122274247753920
- Heading for web3 mass adoption
Sony Network Communications and Startale Labs Form Joint Venture to Build a blockchain
https://startale.org/blog/39274
- 95% of people in crypto get hacked, scammed or rugged at least once.
But most people don't use any of the tools to prevent this 👇
https://twitter.com/CryptoGirlNova/status/1701248749815595364
- “The biggest redesign in the history of Apple's GPUs can turn your device into a RNDR node.
https://twitter.com/rendernetwork/status/1701741692959826312
- Exiting the crypto market is said to be harder than entering.
https://twitter.com/CryptoKans/status/1701571564171317283
- Food for thought: narratives do not drive the market, liquidity does.
https://twitter.com/intocryptoverse/status/1701357820879290530
- The Graph GRT - real utility, impressive growth in query fees.
https://twitter.com/kyleArojas/status/1700946728436813954