I usually don’t opine on the market or provide market commentary, but many people have been messaging me asking how I see the markets and where Analog fits into the broader macro environment.
Any great investor knows to zoom out and focus on fundamentals. While the macro
GP at X Fund | Founder at @OneAnalog | $ANLOG | Coming Soon: @Firestarter_ai @Zenswap_io @Vidacious_AI @PocodotAI
- 🧵 While @OneAnalog’s Timechain routes assets anywhere and $ANLOG captures every fee, competitors stay in silos: Mantra is building its RWA L1 on the Cosmos SDK, so liquidity lives inside Cosmos zones only. Ondo Finance is almost entirely about tokenised Treasuries & short-term
- Soon, the entire world will understand what the @OneAnalog and @Firestarter_fun teams have been heads down, building for quite some time. Hold tight frens, the liquidity revolution is coming very soon. 🫡🔥 The real question is: Are you ready? Prepare accordingly $ANLOG frens.
- .@Firestarter_fun is about to drop, and it’s everything tokenized RWAs should’ve been but never were. No clunky flows, no cross chain duct tape, just mint (with $ANLOG) in seconds and settle natively into @OneAnalog’s backbone. We spent months getting this right because half
- In Chapter 1 of Analog, we built a rock-solid foundation for seamless interoperability. We introduced breakthrough innovations like Analog Watch, our general message passing protocol, automation, and the Timechain. These components were the essential groundwork—our launchpad for
- Wen…buy…back… 😉 🕔⛓️🤫
- Legacy web2 traffic ≠ sticky users until they can earn or trade on-chain. @Firestarter_fun (tokenize anything), @Zenswap_io (AI-routed liquidity) and $ANLOG fee sinks turn that theory into KPIs. Time to scale the pie, not shuffle it. TradFi volume is 100× DeFi’s. Move just 1%
- It’s been a wild past 7 days. I’ve charted the course and roadmap for @OneAnalog, focusing on deploying innovative products that generate protocol fees, deliver yield for our community, and attract TVL to our ecosystem. Your support remains invaluable as we chart our course for a
- I’ve been blown away by the incredible influx of liquidity provider (LP) discussions and commitments since launching Chapter 2—our yield-generating DApps powered by $ANLOG are creating real momentum. If you’re interested in earning rewards through our LP programs, DM myself or
- I don’t usually wade into price chatter, @OneAnalog valuations sit outside my control, but the DMs stream in daily, so here’s a quick-hit reality check: doubling a ≈ $15M FDV token to $30M FDV can happen on a few million in spot volume in one busy session on a mid-tier CEX or
- Analog: The Liquidity Hub for Autonomous Chains – Expanding into Real-World Assets Analog’s rebranding as the “Liquidity Hub for Autonomous Chains” underscores our commitment to solving liquidity fragmentation in the blockchain space—especially when it comes to tokenizing and
- Recently, I gave a talk and shared my thoughts (including those of @OneAnalog ) on tokens, utility, and why utility tokens win in the long run... 🧵 When you think about tokens, you often imagine a badge - a symbol of value. The US dollar is a perfect example: without the system
- For those with a long-term investment perspective, focusing on charts becomes less critical. A straightforward approach involves purchasing, accumulating, and staking your $ANLOG assets. If your outlook is short-term, consider shifting to a long-term strategy to maximize








