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Hypersphere
@hypersphere_
Joined February 2021
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    Polkadot's parachain auctions started today! 9 parachains have announced their crowdloan incentives We calculated the implied fully diluted valuations for crowdloan contributors to break even vs. simply staking their DOTs & earning 14% annualized ahhh we're threading... 🧵
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    Moonbeam is Ethereum built on a scalable, next-generation framework that enables cross-chain applications and forkless upgrades on @Polkadot We're pleased to publish the many reasons we're excited for launch! @MoonbeamNetwork link.medium.com/q0ij7Uotglb
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    Hypersphere is excited to support the launch of @MoonwellDeFi, the most anticipated borrow/lend platform on the @MoonbeamNetwork @Polkadot parachain lunartechfdn.medium.com/moonwell-artem…
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    Hypersphere contributed 35k KSM to the first 11 parachain auctions. Here's what we've learned.
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    Replying to @hypersphere_
    Are these reasonable multiples? For reference, Polkadot is trading at a 13x multiple to Kusama. If we apply this multiple btwn Polkadot parachains and their Kusama cousins we get really big parachains! - GLMR @ 13x MOVR = $48.9B - ACA @ 13x KAR = $9.3B - ASTR @ 13x SDN = $3.3B
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    Replying to @hypersphere_
    TL;DR, Moonbeam combines - Best-in-class team w/ great developer relations and product - Easy on-ramp for Ethereum projects seeking new markets and an upgrade path for their existing codebases - Best of EVM tooling, integrations + next-gen Substrate framework (Wasm, upgradeable)
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    Replying to @hypersphere_
    Even if multiples range even between 5-10x, parachain token’s FDVs relative to their L1 peers will be huge! The top 100 on Coinmarketcap may soon be populated by Polkadot parachains!
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    Replying to @hypersphere_
    For more crowdloan analysis read about our contributions to Kusama parachain auctions here! hypersphere.ventures/post/parachain…
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    Our bet on @PostFiatOrg and @goodalexander A real vibe shift is coming. AGI will significantly shift employment responsibilities. Human trust in machine intelligence is skyrocketing. We will increasingly rely on AI to make decisions for us. Companies are already replacing
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    Replying to @hypersphere_
    Crowdloan participants have so far contributed $2.4B worth of DOTs (5% of DOTs) and the first batch of auctions only started this morning! We have a while to go before the first auction finishes.... 👀
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    Today, we announce our participation in the @wearetalisman seed round 🧵
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    Replying to @hypersphere_
    Based on today’s snapshot # of DOTs contributed, project’s implied FDV to break even vs. simply staking are: - @MoonbeamNetwork: $2.5B - @AcalaNetwork: $1.3B - @AstarNetwork: $310M - @ParallelFi: $342M - @MantaNetwork: $229M
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    Our latest Coordination Games podcast episode is live! Join @mikeahorton as he explores the future of precision geolocation at the crossroads of Physical AI and DePIN. Discover how @geodnet is empowering robotics with the world’s largest decentralized RTK network. Tune in
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