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Tanaka

Founder of Kollab3, DeFi Researcher

17 Jun, 07:27Latest

XION is priced like a small L1 while it builds for consumer adoption and internet-scale verification, so it could be one of the more mispriced assets if crypto moves toward walletless apps, proofs and anti-bot systems. Account abstraction lets users onboard with Google, Apple, email or passkeys without wallets or gas, and the 2026 upgrade added native ZK verification. Backed by $36M+ from Multicoin, Animoca and others, it trades far below its funding and traction, though price action is weak. x.com

XION

21 Apr, 08:54

XION is a layer-1 with real product-market fit that remains heavily undervalued at about a $12M market cap, a high-asymmetry bet. It targets mainstream onboarding with walletless accounts, Web2 logins, gasless transactions and portable identity. It raised $36M from Multicoin, Circle, Animoca and others, and more than 150 brands, including Uber and Baskin Robbins, use it through EarnOS for rewards and user acquisition, which is real distribution rather than narrative. x.com

XION

Justin Bons

Founder & CIO of Cyber Capital, Crypto Researcher Since 2013

27 Apr

XNO

Nano does not meet the criteria for investment yet: it needs a Turing-complete virtual machine and a DeFi ecosystem whose use burns supply before it becomes interesting. Its Sybil resistance does involve some work per transaction, but feeless transfers alone, as a post the author replies to touts, are not enough. x.com

Austin Barack

CIO of RockawayX Liquid, Fundamental Long/Short Investing

15 Jun

TAO

Five AI-crypto categories are very likely to materially outperform the broader market, because each has liquid tokens with demonstrated traction, revenue and accelerating growth. They are consumer AI apps that preserve data privacy, distributed training of models comparable to the frontier labs', data protocols for model pretraining, tokenized compute, and identity attestation. x.com

Justin Bons

Founder & CIO of Cyber Capital, Crypto Researcher Since 2013

18 Apr

TAO

Bittensor is a crypto-Ponzi with no utility or product-market fit, driven entirely by token inflation: about $328M of TAO is printed annually against only $15M of revenue. Holders fund subnets through inflation, yet operators keep 100% of revenue plus 18% of emissions. Per Pine Analytics, unsubsidized inference on the Chutes subnet costs up to 3.5x centralized rivals, as decentralized compute needs verification and replication and suffers latency. It is unsustainable and headed for collapse. … Show more

Ola Ξlixir

AI Engineer, Building Vano, Web3 Growth

26 May

NEAR

LINK

TAO NIL PHA ZEC

Privacy and AI tokens are converging into core infrastructure, because autonomous agents handling wallets, payments and identity need private execution. Zcash is among the strongest pure privacy plays, NEAR targets AI and confidential coordination, Chainlink feeds agents trusted data, and Bittensor sits where AI compute meets crypto. Phala and Nillion, tied to confidential compute, could move violently either way. The whole sector is worth $59 billion against Nvidia's $5.1 trillion. x.com x.com … Show more

Crossroads

Retail Investor, YouTube Investing Creator

10 Sep

NET

Cloudflare's business outlook looks very bullish, but the stock needs to fall back below $200 before even a small position makes sense. Cloudflare sees a need for a payment processor that can handle millions or tens of millions of transactions per second to support microtransactions on the agentic web, and its recent fireside chat was very bullish. x.com x.com

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