Metrics Ventures @MetricsVentures Twitter profile

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Metrics Ventures

11 months

Metrics Ventures is a data and research-driven secondary market liquidity fund led by a team of experienced crypto professionals. Our research is published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

8 months

1/ @POKTnetwork has established a decentralized network of RPC nodes 🌐, marking a significant step towards Web3 data decentralization. Now the veteran of DePIN is advancing towards AI narratives. Let's dive in! #AI #DePIN

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Metrics Ventures

@MetricsVentures

10 months

1/ Inscriptions have ignited the Bitcoin ecosystem narrative, with the market now exploring functional products. Among the ecosysetm, why do we think @ALEXLabBTC is a good investment, and why is now the best time to establish positions? 👇

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Metrics Ventures

@MetricsVentures

11 months

1/ Although Web 2.5 gaming have encounterd great challenges, we remain confident in its potential to surge, especially gaming platforms. Will the next Alpha be born in gaming platforms? Find the answer in our research:

MVC Alpha｜Will the gaming platform bring the next Alpha in the long-dormant crypto gaming track? |...

Liquid Fund Metrics Ventures Research Report Summary:

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

1 year

1/ We recently made an investment in @MeritCircle_IO through the secondary market to show our support for their innovative efforts in Web3 game publishing and infrastructure building. The data backs our confidence in their potential. #GameFi #MeritCircle #MC

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Metrics Ventures

@MetricsVentures

8 months

4/ The architecture of POKT Network incorporates a modular design, allowing users to connect with POKT Network's RPC nodes via Gateway operators. Presently, the network includes three Gateway providers: @BuildWithGrove , @nodies_infra , and the newly announced @Liquify_ltd .

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Metrics Ventures

@MetricsVentures

8 months

9/ $POKT tokens are largely in circulation with a declining inflation rate. With half of the $POKT supply staked and a concentrated accumulation structure, the token presents a promising investment from a financial standpoint.

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Metrics Ventures

@MetricsVentures

8 months

6/ Aiming to serve as a universal data provider, POKT Network is exploring markets beyond native Web3 services. Its current focus on developing open-source #LLM hosting and tapping into the LLM inference market promises to expand POKT Network's demand and reach.

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Metrics Ventures

@MetricsVentures

8 months

10/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

8 months

1/ 🚀The narrative around interoperability is heating up with the anticipation of token launches by Wormhole and Layerzero. @axelarnetwork stands out with solid fundamentals, yet its valuation remains still low. Now dive into Axelar with us!

Metrics Ventures Alpha | Investing in Omnichain Narrative: Why Axelar is the Omnichain Protocol...

TL;DR:

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

1 year

1/ We are pleased to announce the launch of a $30 million Data and Fundamental-Driven Digital Asset Secondary Liquid Fund. This fund aims to empower undervalued quality projects and assets aligned with industry trends that we identify in the secondary market.

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Metrics Ventures

@MetricsVentures

11 months

5/ Merit Circle has transformed from a guild to a gaming platform and gaming chain. Currently, Beam subnet is becoming one of the most important narratives for the next phase of Merit Circle, as evidenced by the migration from $MC to $BEAM.

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Metrics Ventures

@MetricsVentures

8 months

3/ By establishing a decentralized RPC node marketplace with over 15,000 nodes spread across 22 countries/regions, POKT Network stands out by not having any nodes set up by a central team, maintaining an impressive 99.9% uptime throughout its three-year mainnet history.

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Metrics Ventures

@MetricsVentures

8 months

5/ Through the Gatewayverse initiative, POKT decentralizes demand into various gateway operations, focusing on supporting diverse gateway requirements. Moving from supply-side construction to demand-driven growth marks a strategic pivot in its developmental trajectory.

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Metrics Ventures

@MetricsVentures

9 months

1/ @gelatonetwork is taking its innovative leap into Rollup-as-a-Service (RaaS)! Breaking new ground in RaaS, will Gelato experience a new surge? 🚀 Now dive into Gelato Network with us! 👇 #GelatoNetwork #RaaS #Web3

Metrics Ventures Alpha｜Breaking New Ground in RaaS, Will Gelato Experience a New Surge? | Notion

Author: Charlotte, Kevin, Metrics Ventures

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

8 months

7/ POKT Network impressively maintains over 15k RPC nodes across 22 countries/regions. In the last year, it averaged 950 million daily relays, spiking to 2 billion at its peak.

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Metrics Ventures

@MetricsVentures

8 months

8/ POKT Network is now advancing towards sustained development. This progress is demonstrated through significant node network growth and daily relay increases, alongside strategic adjustments in its token economy to manage inflation effectively.

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Metrics Ventures

@MetricsVentures

8 months

2/ Major RPC suppliers like Infura, Alchemy are largely viewed as centralized services. This creates a centralization risk within the crypto ecosystem, forcing us to tolerate potential transaction censorship, centralized failure risks, and monopolistic pricing.

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Metrics Ventures

@MetricsVentures

11 months

2/ We believe the gaming platform is a promising investment opportunity in Web 2.5 gaming. Gaming platforms have more attractive narratives and longer lifecycles than a single game, and will occupy a significant position in the supply and demand sides of crypto gaming.

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Metrics Ventures

@MetricsVentures

11 months

9/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

11 months

7/ Recently, Merit Circle has completed the migration from $MC to $BEAM, with the price surging from $0.48 to a peak of $0.9. Based on its outstanding fundamentals and tokenomics design, we believe it still possesses tremendous development potential in the future.

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Metrics Ventures

@MetricsVentures

11 months

6/ The FDV of $MC is $317,879,400 (Data date: October 24), which is relatively undervalued compared to other gaming platforms. Besides, $MC's current circulation ratio is relatively high, with less selling pressure brought by unlocking events.

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Metrics Ventures

@MetricsVentures

1 year

8/ Compared to its peers, Merit Circle’s FDV is under $300 million, with most investors having completed their unlocking process. This makes $MC significantly undervalued and appealing to us as a long-term investment. #DYOR

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Metrics Ventures

@MetricsVentures

11 months

4/ We analyze top gaming platforms from three dimensions: narratives, business capabilities, and tokenomics. It is believed that Merit Circle is a prominent player in this track and represents a target with a high cost-effectiveness ratio to invest in.

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Metrics Ventures

@MetricsVentures

10 months

1/ With BTC surpassing $40,000 and ETH crossing the weekly MA120 bull-bear line in November, confirming a bullish trend, we assert the initiation of a new bull market cycle. How will the market develop afterward? We provide our insights in this report:

Metrics Ventures Market Insight | The Mid-term Market Trend Has Progressed to 85% | Notion

Liquid Fund Metrics Ventures Market Insight Summary:

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

1 year

7/ Merit Circle got already multiple games signed ahead of Beam’s launch, most games will go live in Q4 and Q1 2024. The first game anticipated is Trial Xtreme @TrialXtreme , which is an old-school mobile game operating for 10yrs.

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Metrics Ventures

@MetricsVentures

10 months

6/ We believe that in the medium term, $ALEX can serve as one of the leveraged targets for investing in the Stacks ecosystem. Major CEXs are vying for a share in the Bitcoin ecosystem, and future listings of $ALEX will bring more liquidity, effectively boosting its price.

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Metrics Ventures

@MetricsVentures

11 months

3/ Based on the business model and tokenomics, game platforms can be categorized into four types: strongly-binding, moderately-binding (game chain), moderately-binding (investment-oriented), and weakly-binding. We believe that moderately-binding ones will be more sustainable.

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Metrics Ventures

@MetricsVentures

1 year

5/ Merit Circle has developed a comprehensive game publishing ecosystem including incubation, investment, development, a blockchain platform, community, and marketplace. The launch of Avalanche game-focused subnet Beam using $MC as gas reinforces their position and token utility.

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Metrics Ventures

@MetricsVentures

7 months

1/ The narrative surrounding AI and decentralized computing is gaining unprecedented momentum. Amidst this surge, @akashnet_ shines as an undervalued gem, offering unmatched decentralized computing solutions for AI. Let's dive in!

Metrics Ventures Alpha | Akash Network: The Decentralized AI Compute Protocol with Both Narrative...

1 Introduction: AI as the Core Narrative of This Cycle

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

10 months

7/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

1 year

6/ As guild models are phased out, competitors are increasingly focusing on game platforms and issuance projects. Gala @GoGalaGames , Axie Infinity’s Ronin blockchain @Ronin_Network , and Fun Plus-backed Xterio @XterioGames are notable examples.

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Metrics Ventures

@MetricsVentures

1 year

1/ The overall cryptocurrency market is in depression in September. Secondary investors are patiently observing and waiting for the fish to die before diving in to buy at a discount. Here is our review of the crypto market's performance in September:

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Metrics Ventures

@MetricsVentures

11 months

8/ Chinese Version:

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Metrics Ventures

@MetricsVentures

1 year

4/ Over the past two years, Merit Circle has evolved from a guild community into a Web3 game publisher and platform. This strategic shift has proven beneficial for the long-term value accumulation of native tokens, liberating them from the limitations of individual game economies

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Metrics Ventures

@MetricsVentures

10 months

2/ The Bitcoin ecosystem is becoming a mainstream narrative in the bull market, especially with Bitcoin halving. With DeFi being the cornerstone, Alex Lab, as the leader of Bitcoin DeFi, will provide the foundation for the subsequent expansion of the Bitcoin ecosystem.

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Metrics Ventures

@MetricsVentures

1 year

Remember, the above statements are not financial advice but rather an analysis based on available data, pls DYOR for any investment.

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Metrics Ventures

@MetricsVentures

10 months

4/ In terms of competitive landscape, Alex Lab is the absolute leader on Stacks. Following the release of the Nakamoto and sBTC, Stacks will further solidify its position as a leading Bitcoin scaling solution.

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Metrics Ventures

@MetricsVentures

10 months

3/ Alex Lab is closely catching up with the development of BRC-20, rapidly developing on-chain indexer for BRC-20 tokens, an orderbook trading market, and a launchpad, which is necessary to unlock more financial use cases for BRC-20.

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Metrics Ventures

@MetricsVentures

1 year

3/ Merit Circle's key strength is exceptional treasury management with substantial cash reserves($50MM) and strategic investments($40MM) demonstrating financial strength. This data sets them apart from competitors and instills confidence in their ability to navigate the market.

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Metrics Ventures

@MetricsVentures

10 months

5/ The Nakamoto upgrade, which is on track for release in Q1 2024, is a significant event in the Bitcoin ecosystem. The release of sBTC will unlock the potential of Bitcoin DeFi, enhancing its security and legitimacy. Alex Lab will be a core target for investing in this event.

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Metrics Ventures

@MetricsVentures

10 months

6/ Currently, the market has witnessed a group differentiation, with different IQ groups interested in different meme themes. IQ10 and IQ150 are hyping Ordi (including DePin), IQ100 is engaging in AI, IQ50 is focusing on gaming (No offense).

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Metrics Ventures

@MetricsVentures

10 months

2/ Both BTC and ETH have entered a bullish market at the accumulation level. The most pressing question is whether and when there will be a pullback. We believe a pullback is imminent to allow profiting accumulations exit and liquidate high-leveraged positions.

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Metrics Ventures

@MetricsVentures

8 months

4/ Compared to Wormhole, Layerzero, CCIP, and Celer, Axelar shows remarkable advantages in security, scalability, and ecosystem growth. With Wormhole and Layerzero grabbing the spotlight, Axelar, having comparable fundamentals but valued at less than half, is greatly undervalued.

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Metrics Ventures

@MetricsVentures

10 months

8/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

10 months

4/ The goal of the pullback is to let the cost of long-term accumulations settle above $30,000. Therefore, the most extreme correction space would be a retracement to around $32,000, while the reasonable retracement level is around $35,000.

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Metrics Ventures

@MetricsVentures

10 months

5/ In the mid to late November, amidst the market surge, there were three themes that can be considered as main trends, namely the BTC ecosystem represented by Ordi, gaming, and AI. While many tokens have seen significant rises, we believe that these three themes are still early.

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Metrics Ventures

@MetricsVentures

8 months

8/ Chinese Version:

Metrics Ventures研报 | 布局全链叙事：为什么Axelar是最符合市场需求的全链协议？ | Notion

作者：Charlotte, Kevin, Metrics Ventures

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

8 months

7/ Another reason to keep an eye on Axelar is its role in the Cosmos ecosystem narrative. As a key bridge between Cosmos and EVM chains, Axelar is poised to capture the value of Cosmos' ecosystem expansion.

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Metrics Ventures

@MetricsVentures

10 months

7/ In conclusion, the market is still early. There are still plenty of opportunities ahead. In the end, the intrinsic innovation of the crypto industry is what demands our attention in the ongoing cycle, and capital will naturally follow to enter the market.

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Metrics Ventures

@MetricsVentures

1 year

2/ The recent landscape of NFT and GameFi has seen a temporary decline in valuation and user activity. Despite challenges, GameFi products and ecosystems continue thriving, presenting opportunities for longterm investments. @MeritCircle_IO is well-positioned to capitalize on this

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Metrics Ventures

@MetricsVentures

10 months

3/ In terms of expected correction timings, three key points in the next six months are crucial: mid-January ETF approval decision, April halving, and potential June ETF approval. And regardless of the ETF outcome in January, a market correction is deemed inevitable.

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Metrics Ventures

@MetricsVentures

9 months

4/ RaaS platforms offer an integrated stack that handles the complexities traditionally associated with launching app-rollups using SDKs. This service provides an abstraction layer, eliminating the need for infrastructure management, operating nodes, or writing complex code.

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Metrics Ventures

@MetricsVentures

8 months

5/ In terms of security, Axelar employs DPoS for message verification, showcasing impressive metrics in validator numbers, staked token value, and vote decentralization. Axelar's security was recognized by Uniswap in June.

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Metrics Ventures

@MetricsVentures

11 months

8/ In summary, BTC breaking through the bull-bear line marks the end of the bear market, but the real bull market still awaits the entry of new capital. The key is to patiently accumulate leading assets and await the clarion call of the bull market sounded by incremental capital.

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Metrics Ventures

@MetricsVentures

1 year

Link:

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Metrics Ventures

@MetricsVentures

1 year

6/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Twitter and Notion. Follow us there: Twitter: Notion:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

11 months

9/ Chinese verision:

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Metrics Ventures

@MetricsVentures

11 months

10/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

0

Metrics Ventures

@MetricsVentures

7 months

5/ Akash's valuation at $1.2 billion for both FDV and MC seems undervalued, especially when compared to competitors like Render. This discrepancy underscores Akash's growth potential and presents it as an attractive investment in the burgeoning decentralized computing market.

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Metrics Ventures

@MetricsVentures

8 months

2/ Built on the Cosmos ecosystem, Axelar has achieved interoperability among 56 chains. With General Message Passing (GMP) and Axelar Virtual Machine (AVM), Axelar simplifies multi-chain development for devs, boasting significant technical advantages in the omnichain race.

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Metrics Ventures

@MetricsVentures

9 months

10/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

8 months

9/ Metrics Ventures (“MVC”) is a data and research-driven secondary market liquidity fund led by experienced crypto professionals. Our research is also published on Notion. Follow us there:

Metrics Ventures | Crypto Liquid Fund | Notion

Metrics Ventures is a data and research-driven secondary market liquid fund led by experienced crypto industry participants.

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

11 months

1/ The past month saw a rapid rise in the price of BTC. Will this surge mark the beginning of a real bull market? Here's our review of the crypto market's performance in October:

Metrics Ventures Oct Insight | The dish is ready: BTC accumulation structure has been ready for a...

Liquid Fund Metrics Ventures October Market Report Summary:

metricsventures.notion.site

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Metrics Ventures

@MetricsVentures

8 months

6/ In terms of ecosystem growth, Axelar has partnered with several blue-chip projects, shining especially bright in multi-chain DEX integrations. It has also collaborated with giants like Microsoft and JP Morgan.

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Metrics Ventures

@MetricsVentures

8 months

3/ Considering the existing cross-chain solutions, protocols capable of omnichain deployment in this cycle are primarily external validator based. The more decentralized the external validator network is, the more it meets market expectations.

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Metrics Ventures

@MetricsVentures

1 year

5/ The analogy in the title, 'waiting for the fish to die in the market,' reflects our current investment strategy. We will stay patient and wait for genuine allocation opportunities to appear.

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Metrics Ventures

@MetricsVentures

11 months

5/ The overheated market will inevitably experience a retracement. Once the leveraged position is liquidated and the holding cost falls back to the WMA120, it remains an excellent opportunity to establish positions.

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