Dear Community,
Welcome to our comprehensive recap of the latest Token Metrics Premium Webinar, hosted by Ian Balina with our Head of Investment, Abdullah Sarwar. We appreciate your ongoing support and engagement.
Marketing and Community Building
Abdullah began by commending the marketing strategies employed by Peaq. By utilizing multiple platforms, including LinkedIn, Peaq sets a benchmark for effective marketing in the crypto space. Ian echoed this sentiment, highlighting the quality of Peaq’s marketing videos.
Project Reviews and Market Dynamics
We reviewed several notable projects and market dynamics during the webinar. Here are the key insights:
Peaq and Anyone (formerly Air Tour):
“Anyone,” now partner of Peaq, operates as a decentralized VPN and has gained traction with 10k users after migrating. Despite its initial small market size, the project showcases strong growth potential under Peaq’s umbrella.
Investment Opportunities:
Ian stressed the importance of new projects in sectors like AI, memes, and gaming, which offer potential returns of 15-20x. Promising projects include Peaq, Movement, Giga, Turbo, and others.
High-risk meme coins within the Kaspa and TON ecosystem, such as Kango and Resistance Dog, were noted for their potential.
Ian is bullish on “TON” chain memes and “AIXBT” in the AI sector, seeing significant return potential.
Market Innovations
Meteora Platform & M3M3 Protocol:
Meteora’s M3M3 Protocol is designed for meme coin creators, integrating with meme coin platforms to lock liquidity permanently while earning fees, having accrued over $3 million in rewards which are being distributed to M3M3 holders.
Quill AI: An AI-driven smart contract auditing tool from an established web3 auditor, currently not live, was reviewed and not pursued due to limited market size.
Gamer Coin: Pivoting from GPU Bitcoin mining in 2017 to AI inference, this project has transitioned successfully, connecting 790,000 gamers.
Emperial and Heurist: Emperial focuses on providing an AI agent SDK for web3.
Heurist, a ZK layer 2 blockchain for AI, features a $300 million market valuation and supports AI development tools.
Project Listings and Technical Insights
Zrebro on Bybit and Music Engagement: Abdullah shared his enthusiasm for Zrebro’s Bybit listing and personal engagement with Zrebro’s music.
Technical Evaluations: Discussions included Mantis, a Solana roll-up focussing on chain abstraction.
Emerging Technologies in Portfolio Management:
Abdullah emphasized the rapid evolution of AI agent technologies, which could significantly enhance portfolio management. Current development focuses on creating a non-custodial AI trading bot.
Platform Expansion and Development
Token Metrics Platform Expansion:
Ian Balina discussed integrating Astra Dao with Token Metrics to introduce staking, on-chain trading via AI, and a launchpad for community projects.
A DAO will be launched to share in the platform’s revenue.
AI Agent Deployments:
Future plans include launching an AI agent on Twitter and other portfolio management tools.
Market Predictions and Strategic Insights
Market Growth: The overall cryptocurrency market is bullish, reaching a $3.6 trillion market cap, up from $2.7 trillion in November, with Bitcoin at $100k.
Project Valuations: Projects like Movement, Peaq, Aptos, and Sui were compared for growth potential. Movement’s debut is particularly promising.
Community Engagement in Meme Coins:
Meme coins such as Kango benefit from strong community support and exchange listings.
Strategic Approaches to Investment
AI Applications and Music Projects: The AI music project Zerebro with nearly 70,000 monthly listeners, using AI like Suno, was discussed for its potential cultural impact.
ETF Bitcoin Strategy: Abdullah explained ETFs’ strategy of buying Bitcoin over the counter to minimize immediate price effects.
Closing Remarks
The session ended with Ian Balina sharing updates about the TMAI platform, including new exchange listings, fiat gateway integration, and developing governance and staking features.
We hope you found this recap insightful. Thank you for being part of the Token Metrics community, and we look forward to sharing more updates in our next webinar.
Best regards,
Token Metrics Team
