Jake Koch-Gallup (@immutablejacob) / X

Jake Koch-Gallup

1,365 posts

Jake Koch-Gallup

@immutablejacob

research @messaricrypto | crypto venture + ai maxi | deep dives & alfa

messari.io/research/jakek…

Joined December 2021

Pinned
Jake Koch-Gallup
@immutablejacob
Jan 8
the monster has been unleashed. the $RAIL valuation report is live. 40 pages, 40 minute read. messari.io/report/a-valua… it is an enterprise report, so only @MessariCrypto enterprise clients have access. HOWEVER, let's break down the key points: 1) what is RAILGUN?
Jake Koch-Gallup
@immutablejacob
Jan 7
gm, my 40-page $RAIL valuation report drops tomorrow. i spent 100+ hours modeling how the upcoming Kohaku SDK will affect RAILGUN's total addressable market and revenues in bear, base, and bull scenarios. because RAILGUN distributes ~52% of protocol revenue to $RAIL stakers and
72K
Jake Koch-Gallup
@immutablejacob
Jan 27, 2025
Total AI agent market cap is down 50% from ATH ...but fundamentals are up only: Virtuals Protocol > Expanding to Solana via LayerZero, launching a Meteora Pool, Strategic SOL Reserve, and 42K $VIRTUAL grants. ai16z > Releasing Eliza v2 w/ improved tokenomics & AI agent
97K
Jake Koch-Gallup
@immutablejacob
Jul 31, 2025
Tether just surpassed South Korea to become the 18th largest holder of U.S. Treasuries
Tether
@tether
Jul 31, 2025
Tether Issues $20B in USD₮ YTD, Becomes One of Largest U.S. Debt Holders with $127B in Treasuries, Net Profit ~$4.9B in Q2 2025 Attestation Report Read more: tether.io/news/tether-is…
77K
Jake Koch-Gallup
@immutablejacob
Jan 16, 2025
$arc to $1B in 4 weeks. it's coded.
21K
Jake Koch-Gallup
@immutablejacob
Aug 9, 2025
Ethena TVL just hit an all-time high of $10B. Up 87% in the past month. $ENA is $0.75, up 150% in the past month. Price is still 49% below ATH of $1.46. Higher.
27K
Jake Koch-Gallup
@immutablejacob
Jan 14, 2025
A deep dive into AI Rig Complex 👇 // Partnerships In the past 24 hours, arc has announced partnerships with: > Arbitrum > Abstract > SendAI > Eternal AI > Shuttle Arbitrum and Abstract bring EVM compatibility to Rig (arc's framework), expanding beyond Solana and Base. SendAI,
18K
Jake Koch-Gallup
@immutablejacob
Jan 28, 2025
$arc's road to $1B just got accelerated arc announced an official partnership with @solana Devs building rust-based agents will receive grants and technical mentorship from the @SolanaFndn
arc
@arcdotfun
Jan 28, 2025
we’re teaming up with @solana to accelerate ai innovation at solana speed! arc will be awarding targeted grants to devs building rust-based agents powered by rig that streamline solana actions, from defi flows to developer tooling. interested teams will also benefit from
00:00
16K
Jake Koch-Gallup
@immutablejacob
Jul 23, 2025
Article
Ethereum’s Institutional Re-Rating Is Underway
Alpha first Over the past three months, four discrete data sets have reversed the bearish $ETH thesis: $130B in stablecoins secured (~50% share) $7.2B in tokenized RWAs (~56% share) 169 enterprises...
28K
Jake Koch-Gallup
@immutablejacob
Oct 30, 2025
some thoughts on $RAIL now that the @ethereumfndn Kohaku Wallet SDK announcement hype has died down: 1) for the past 2 weeks, $RAIL has traded in a channel between $2.00 and $3.20. I am heavily allocated to $RAIL with an average price of ~$1.50. If it breaks through support,
15K
Jake Koch-Gallup
@immutablejacob
Aug 5, 2025
Total staked $ALGO grew 29% to 2B. Community-held stake increased 51% to 1.5B. Here is @Algorand’s Q2 2025 in review 🧵👇
18K
Jake Koch-Gallup
@immutablejacob
Sep 30, 2025
Next onchain runner? @addicteddotfun > onchain weed growing game that went live yesterday with 260K+ signups > game is currently gated to less than 1K people > you farm the in-game currency $weed by growing weed from seed packs > gacha seed packs available to buy with $weed.
32K
Jake Koch-Gallup
@immutablejacob
Jun 13, 2025
The Nillion ecosystem has 60+ projects building on its infrastructure and 75+ native applications live or in development. @nillion is positioning itself as the internet’s base layer for all private data 🧵👇
25K
Jake Koch-Gallup
@immutablejacob
Apr 25, 2025
Top 5 Crypto Fundraising Rounds this week 👇 @NousResearch - $50M at a $1B valuation > Decentralized AI startup leveraging Solana to train its open-source models > @paradigm @symbioticfi - $29M > Universal staking framework enabling networks to bootstrap ecosystems >
18K
Jake Koch-Gallup
@immutablejacob
Apr 11, 2025
61K