What is the latest progress of the project that the well-known trader Ansem paid attention to at the beginning of the year?

Odaily资深作者

2024-05-23 11:44

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Unlike Meme, which has been mentioned frequently recently, Ansem's focus at the beginning of the year was mainly on infrastructure, AI, DePin, and games, and most of them were still in the early stages.

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Original | Odaily Planet Daily

Author | Golem

Crypto trader Ansem is famous in the crypto world for catching 100x coins such as SOL (170x), BONK (80x), and WIF (520x). Due to his highly recognized early Alpha mining capabilities, Ansem's comments and analysis on social media always maintain a huge number of views, and many people hope to follow his operations or find the next Alpha from his comments. (For more information about Ansem, please read " Approaching Ansem: 100x Alpha Crypto Journey ")

Odaily Planet Daily observed that in early 2024, Ansem tweeted on the X platform and listed 13 projects that he believed would perform well and be studied in depth in 2024. So, after nearly half a year of development, how are these projects performing now? Can we find some opportunities to participate in them? The following will introduce them one by one.

Projects that could perform well in 2024

Monad

Introduction: Monad is a high-performance L1 compatible with EVM. It completed its seed round of financing in February 2023 with a financing of US$19 million, led by Dragonfly.

Dynamic update: On April 9 this year, it completed a $225 million financing, led by Paradigm, with participation from Coinbase Ventures, Bankless Ventures, LayerZero founder Bryan Pellegrino and Ansem himself; on May 21, OKX Ventures also announced a strategic investment in Monad, with financial information not disclosed. Given such a large financing scale, Monad is also placed on the same level as Wormhole, LayerZero and zkSync. Although Monad has not yet opened its test network, players can currently choose to go to Discord to obtain characters or interact with some ecological projects. For details, please see " Hand in hand with you to ambush the airdrop "Big Mao": Monad and Polymer Labs "

Dymension

Introduction: Dymension is a modular settlement layer in the Cosmos ecosystem. It provides a series of tools and infrastructure to help project parties develop RollApp. Dymension completed its seed round of financing in February 2023, led by Big Brain Holdings and Stratos, with an amount of US$6.7 million.

Dynamic update: Dymension launched its mainnet in February this year and airdropped its token $DYM, but the overall price of the coin opened high and then fell. According to CoinMarketCap data, $DYM opened at around $3.8, and rose to a peak of around $8.3 on February 15. Since then, it has been fluctuating downwards. The current unit price is around $2.8, which has fallen below the opening price.

io.net

Introduction: io.net is a DePin protocol built on Solana, which can aggregate idle GPU resources across the entire network to provide computing power services to demanders, while giving GPU supply users points rewards.

Dynamic update: io.net completed a $30 million financing in March this year, led by Hack VC, with participation from Multicoin Capital, Solana Ventures, OKX Ventures, etc. At the same time, the first quarter reward qualification inquiry was opened on May 21. Although the token $IO has not yet been launched, as the leader of DePin, the market expectations are extremely high. Aevo has launched the Pre-Launch contract of $IO, and the current price is around $3.5.

Anoma

Introduction: Anoma is an intent-centric privacy architecture that allows developers to write applications based on intent and can be sorted, solved, and settled in EVM and non-EVM ecosystems. Anoma has experienced three rounds of financing, with a total of US$57.75 million.

Dynamic update: Anoma launched the Anoma Resource Machine (ARM) in March this year, which plays a similar role to Anoma as EVM does to Ethereum, responsible for the creation, combination and verification of transactions in Anoma. However, there are currently no testnets or ecosystem activities to participate in.

Sovereign

Introduction: Sovereign is an ecosystem of interoperable and scalable rollups that can run on any blockchain. In January 2023, it completed a $7.39 million seed round of financing led by Haun Ventures.

Dynamic update: Sovereign SDK is currently under development and is a toolkit that can be used to build rollups. There is no event to participate in at the moment.

Oh Baby Games

Introduction: Oh Baby Games is a crypto game platform that has developed three games in total: the racing game Oh Baby Kart, the card fighting game Shogun Curse, and the party game Oh Baby Party. Oh Baby Games completed a $6 million seed round of financing in January 2023, led by eGirl Capital and Synergis Capital.

Dynamic update: On April 18, Oh Baby Kart and on May 17, Shogun Curse launched public beta versions. Players can download and experience them on the official website or Steam.

Treeverse

Introduction: Treeverse is an open world, fantasy and science fiction MMORPG developed by blockchain game developer Endless Clouds, with a MOBA-style (multiplayer online battle arena) combat system. Treeverse completed a $25 million financing in October 2021, led by IDEO CoLab Ventures and Animoca Brands; Endless Clouds completed a $2.5 million financing in December 2023, with Animoca Brands and others participating in the investment, to continue the development of Treeverse.

Dynamic update: Endless Clouds announced on January 30 this year that it expects to launch Treeverse on Immutable zkEVM. There are no other activities to participate in at the moment.

Current projects under intensive research

Nillion

Introduction: Nillion is an L1 that uses blind computing to ensure the security of high-value data such as AI large model training data and DePin network backend data. Nillion completed a $20 million financing in December 2022, led by Distributed Global, with participation from GSR, HashKey Capital and others.

Dynamic update: Nillion Network is currently in the closed beta stage. The Nillion Software Development Kit (SDK) was demonstrated in April, and a $10,000 prize will be offered for the ETH Global Brussels hackathon on July 12. There are currently no other activities to participate in.

Lagrange

Introduction: Lagrange is a zk co-processing protocol that performs verifiable computation on blockchain data at a big data scale and unlocks new data-intensive and interoperable applications. Lagrange completed a $4 million pre-seed round of financing in May 2023, led by 1kx.

Dynamic update: Lagrange completed a seed round of financing of US$13.2 million on May 8 this year, led by Founders Fund. On April 17, the public test network "Euclid" was launched, and the Galaxe task was started, with the deadline being 15:00 on May 24 (UTC+ 8).

Ritual

Introduction: Ritual is a decentralized AI computing platform that enables any protocol or dApp to integrate AI models on the chain. Ritual completed a $25 million Series A financing in November 2023, led by Archetype, with participation from Robot Ventures, Balaji Srinivasan and others.

Dynamic update: Ritual completed another A1 round of financing on April 8 this year, with an undisclosed amount and Polychain participating in the investment. At the same time, it announced a strategic partnership with eigenlayer in February and an ecosystem partnership with programmable intellectual property protocol Story Protocol in March.

Gensyn

Introduction: Gensyn is a decentralized computing network that enables programmatic AI model training at low cost and on a large scale. Gensyn completed a $6.5 million seed round in March 2022, led by Eden Block, and a $43 million Series A round in June 2023, led by a16z.

Dynamic Updates: There are currently no major updates or activities.

peaq

Introduction: peaq is a DePin blockchain that supports the Internet of Things (EoT) on Polkadot, on which developers can build dApps for cars, machines or devices and provide rewards to users. Peaq completed a $6 million financing in June 2022, led by Fundamental Labs, with participation from GSR, Waterdrip Capital, HashKey Capital and others.

Dynamic update: Peaq completed another $15 million in financing on March 27 this year, led by Borderless Capital and Generative Ventures, with participation from DWF Labs and others; at the same time, Peaq sold native $PEAQ tokens on CoinList from May 9 to May 16 and raised $20 million.

Colony

Introduction: Colony is an AI-driven Web3 survival simulation game developed by Parallel Studios, in which players can create and train their own AI avatars and guide them to explore, build and fight in the game. Parallel Studios has also previously developed an NFT card game Parallel TCG, which received $50 million in financing from Paradigm in October 2021.

Dynamic update: On March 28 this year, Parallel Studios completed another $35 million in financing for the development of Colony, with participation from Solana Ventures, Base, VanEck, etc. Although Colony is still in the development stage, the Alpha test version is expected to be launched at the end of 2024 to the beginning of 2025, but according to CoinMarketCap data, Parallel ecosystem token $PRIME has risen from a low of $7 in January to a high of $27 in March, and has now fallen back to around $18, with an overall increase of 2-3 times. The Colony white paper shows that players can get $PRIME rewards through P2E in the game.