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Mardo
@MardoResearch
Former VP at $16 billion private credit fund; Ex-Founder; Currently building MetaKai (research OS for investors). Top picks: $GLXY $HYMC $MU $SNDK.
Austin, TX
Joined September 2021
Posts
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    Here's why I'm extremely bullish on @PlayCrabada and $TUS, it comes down to the tokenomics and two words: idle game. We have all seen that TUS issuance has been offset by breeding, so the net inflation rate has been close to 0% and sometimes even negative. Why is this the case?
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    My favorite games that I've been covering are experiencing tremendous growth: 1) @PlayCrabada: $4.1MM 24hr market volume. ROI is ~20-30 days if you pick the right team and breed 2)@pizzadotgame: The reward token $PIZZA, is up 52% today, ROI is <20 days #blessed #P2E #AVAX
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    Avalanche is gaining steam with gaming and financial applications. A ๐Ÿงต that breaks down all the key tokens so you can participate in the upside: The @avalancheavax blockchain token: $AVAX 1) AVAX is used for gas fees on the C-chain and potentially subnets.
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    1/ As promised, a summarized comparison of @PlayCrabada and @AxieInfinity. In this thread I will cover gameplay, tokenomics, ROI impact and the teams. This is my high level view and is not meant to be a comprehensive coverage.
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    Wow! The @swimmer_network subnet is out of this world. It's like transitioning from dial-up to Google Fiber. I encourage everyone to test it, it takes less than a minute to set up: rb.gy/cgqxpp Great job to both the @avalancheavax and the @PlayCrabada teams
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    As @virtuals_io hits ATH, there are key ecosystem plays that many are missing out on. Virtuals is comprised of two parts: 1) The launchpad, or what we like to call the "L1:" This is the layer that serves as the reserve currency of the AI agent tokens and the routing currency
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    Iโ€™ll be ready to lose my virgenity for $IRIS with all of my @virtuals_io points. Todayโ€™s haul.
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    Will $COQ get listed on Binance and Coinbase? Per the volume summary of $BONK and $COQ below, its in play. $BONK started November with average trading volume of $22.4MM per day. It continued its momentum, increasing volume to $70-90MM per day before Binance's perpetuals
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    I think it's still very early days for @virtuals_io. Their tokenomics is set up to really take advantage of demand of AI agent tokens. All tokenized agents on Virtuals have to have their token paired with $VIRTUAL in a liquidity pool. This is the key here. $VIRTUAL is used to
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    Let's take a look at @pizzadotgame: 1) Chef on NFTrade for 3.69 AVAX = 8 day ROI 2) Master Chef on NFTrade for 40 AVAX = 28 day ROI 3) Pizza Peel = 14 day ROI 4) Pizza Cutter = 9 day ROI 5) Pizza Box = 8 day ROI
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    I'm excited to deploy my points in these upcoming @virtuals_io launches: $MAGNUS (live right now) - AI-powered gaming platform with a solid revenue model, that gives the token utility. Advised by @NickPlaysCrypto. $BOOKIE (tomorrow) - Virtuals hackathon winner, AI-powered
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    Checking out @playSHRAPNEL at #Consensus2023! People are loving the game. #AVAX
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    A history lesson on @virtuals_io: PathDAO - Axie Infinity, Fintech, VC Studio Not many know that @virtuals_io used to be a large gaming guild called PathDAO last cycle. They supported over 1,000 Axie scholarships. They had a great start: ๐Ÿ’ฐ A $16 million seed round led by
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    GM @virtuals_io points. Excited to deploy these when a good Genesis launch comes up. Jeeters giving true Virgens more points.