Session #3

Apr 20, 2025

New Cryptocurrency Analysis Website (Presented by Oskar):

  • Oskar introduced a new website he's developing on Solberg Invest to provide real-time crypto market data via CoinGecko's API.

  • The website will include detailed information about each cryptocurrency, as well as a unique scoring system based on risk, adoption, and potential returns.

  • The team debated how best to represent risk scores clearly without misleading readers, suggesting possibly using a color-coded (high, medium, low) system instead of numerical rankings.

Detailed Cryptocurrency Discussions:

1. ChainGPT:

  • Overview: An AI platform offering Web3-focused tools such as blockchain-specific chatbots, smart contract generation, auditing, and security tools.

  • Strengths:

    • Strong partnerships (Google Cloud, Nvidia) and Binance listing.

    • Over 1 million followers, 74,000 token holders.

    • Multiple revenue streams (six verticals), providing resilience to market fluctuations.

  • Concerns:

    • Potential risk from spreading across too many verticals.

    • Questioned about actual user adoption compared to social following numbers.

2. Venice Token:

  • Overview: Privacy-focused AI token emphasizing uncensored AI prompts, with users maintaining full control of their data.

  • Strengths:

    • Privacy-first architecture.

    • Unique staking model allowing API access through tokens.

  • Concerns:

    • Regulatory risks around "uncensored" AI.

    • Ambiguity around real user adoption and transparency concerns.

3. OriginTrail:

  • Overview: Uses blockchain to verify data authenticity, particularly in supply chains, pivoting toward AI and Real-World Assets (RWAs).

  • Strengths:

    • Strong enterprise-level partnerships and EU regulatory alignment.

    • Past success stories like VeChain demonstrate market potential.

  • Concerns:

    • May have limited appeal to retail crypto investors due to complexity.

4. DeBridge:

  • Overview: Facilitates liquidity and data transfer across blockchains, benefiting from increased multi-chain AI agent adoption.

  • Strengths:

    • High revenue relative to market cap (undervalued).

    • Significant and growing adoption, with over $10 billion in bridging volume.

  • Concerns:

    • Unclear reasons behind stagnant market cap despite increasing usage.

5. Virtuals Protocol:

  • Overview: Leading platform for creating autonomous AI agents. Recently launched Agent Commerce Protocol allowing agents to perform transactions autonomously.

  • Strengths:

    • Strong tokenomics with built-in deflationary mechanics (token burning).

    • User-friendly, no-code solutions for creating AI agents.

    • 600K+ holders

  • Concerns:

    • Revenue historically tied closely to hype; adoption must follow to sustain token value.

6. Eliza OS (AI16Z):

  • Overview: A competitor to Virtuals, offering highly customizable, open-source AI agent creation on Solana.

  • Strengths:

    • Strong developer community (15K GitHub stars).

    • High performance with low latency on Solana blockchain.

  • Concerns:

    • Potential complexity for new users compared to Virtuals’ easier interface.

Strategic Insights and Recommendations:

  • The group emphasized clearly differentiating each token's unique selling points to avoid investor confusion.

  • Suggested using tiered access for more in-depth risk metrics, providing premium content for sophisticated investors.

  • Recommended clear disclaimers about relative versus absolute risk, emphasizing high inherent risk in all recommended crypto assets.

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