gem hunter & researchoor | @UnidentifiedDao @leftcurvedao

Joined December 2022
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sizing into my next high conviction play $CARDS @Collector_Crypt why am I crazy bullish? 1) $17m treasury of trading cards under the token(token is <10m mc lol) 2) $300m revenue/$24m in PROFITS last 12 months(token is <10m mc lol) 3) co founder & ceo @TuomHolmberg confirmed a chunk of the profits will go towards direct buybacks "pretty soon" in a podcast 3 weeks ago 4) also confirmed % of each pack sale on their platform will flow into systematic buybacks(theyre averaging $70m in volume monthly) 5) project similar to $HYPE, its generating revenue outside of crypto been consistently growing revenue/profits despite broad crypto underperformance buybacks announcement will officially place it under the same playbook that made $HYPE the biggest outperformer in the top 100 crypto coins 6) Tuom will continue to build CollectorCrypt around the $CARDS token said his long term vision is to make $CARDS the first fully liquid & tokenized "trading cards/pokemon index" in the world so ppl can invest in this new exploding asset class without buying physical cards 7) really asymmetric r:r at 10m mc, survived -95% drawdown, bottomed af chart, showing some strength 8) team is committed for long term, not motivated by money/status or mass extraction, theyre passionate collectors themselves and they have decades of experience developing successful web2 startups which explains @Collector_Crypt impressive numbers tldr: buy some and thank me laterπŸͺ„
found a gem boys... really high conviction, stupid low for the revenue it generates, literally no brainer easy to get thesis, 0 complications, bottomed af literally the next $SURGE (when I started bullposting it went 17m -> 75m mc), its actually way better than surge already bought 5 figs of it today doing final dd, writing the thesis and will share shortly πŸ‘€
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Finally here, thank you @fomo Bit late to the party but was worth the wait 🫑
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one by one you will start seeing base projects adopt $OSO's delegation model, bcs its the only one out there solving this problem and backed by @MetaMask to succeed its genuine useful tech bros, upside is uncapped of how many other projects/apps could adopt oso's delegation model and @McOso_ will ensure other projects adopt it as well, @MetaMask wont just let oso flop cant help you if you cant see the bigger vision.. theyre building the future of ai agents in front you and this one minimal integration is just at the beginning of the exponential adoption curve of oso's tech 🐻
Can confirm Oso was the catalyst. Lobsters and bears in harmony.
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gm markets been brutal lately, majors and onchain bleeding hard, everyone is crushed emotionally... thing is we are in a negative sum game, literally only pros are left in the trenches and its much HARDER to take money from other pros than from dumb ppl who lost everything already thats why im not taking super active approach atm.. rather taking it easy & slow and keeping a clear mind no need to overanalyze, overthink and stress about your conviction plays going down - we are in a bear market, its normal just stick to your thesis, cut if invalidated and DONT blindly listen to kols.. stay sharp and think for yourself always bro i believe in you 🫢
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Stef πŸͺ„ retweeted
recurring x402 payments powered by ERC-7710 ggs @Osobotai
.@MetaMask building live with x402 🟦
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my thesis for $SEDA @SedaProtocol $HYPE is looking amazing in price discovery mode rn while the whole crypto market shits the bed all attention gradually moving to pre-IPOs like we see with $SPCX tradexyz at the center of attention rn crypto bros are desperately looking to bid something for exposure to this emerging meta I found the perfect bet for all of that $SEDA β€’ default oracle for all HIP-3 / HIP-4 markets β€’ the only infra bet on Hyperliquid growth β€’ powers equity perps, indices, commodities, pre-IPOs and prediction markets on Hyperliquid β€’ the only oracle out there powering 24/7 pre-IPOs - if any platform wants to offer pre-IPO trading for SPCX and Anthropic right now, SEDA is the only oracle that can provide it - in other words $SEDA is the only token for exposure to the IPO mania thats coming with SPCX, OpenAI, Anthropic, etc β€’ @tradexyz doesnt have a token, the only exposure to tradexyz is $SEDA as it powers all pairs listed on tradexyz for all other platforms that want to access them β€’ already powered 17B of perp volume, taking a cut of the fees directly powering @Dreamcash (HYPE mobile app making 5B vol/month) β€’ team burning 95-100% of fees paid in $SEDA by platforms that integrate their services (similar to $HYPE) β€’ trading at -80% drawdown from ATH while token burns are 50x higher and fees collected are 20x higher today than back in Nov '25 when $SEDA was trading at ATH of 220m β€’ 47% of total supply staked for unlimited time with 21d notice if decided to be unstaked (did the math real circ mc is roughly 27% of FDV ~ 15m mc rn, which is crazy cheap) β€’ 22m usd raised from CB ventures and others(while real mc is 15m..) potential Coinbase listing β€’ no more unlocks, no future sell pressure, all tokens from VCs are fully vested and fully circ pre-IPOs will be THE thing this year. so much AI and space stuff valued at TRILLIONS. people in crypto also want to trade it. $SEDA is the only one providing these markets.
Weekly Metric Report - Total 24/7 market volume surpasses 17B - Cumulative $SEDA burn surpasses 5M - $INTC top market by 7-day volume (217.3M)
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Imagine the β€œplease bro” kids reaction when they find out @MetaMask already "claimed fees" for MetaMask project.. Think about it… the biggest web3 wallet company in the world with 30m active users.. In fact @McOso_’s (notable MetaMask dev) autonomous AI agent @Osobotai adopted his coin $OSO MetaMask backed $OSO right away.. x.com/MetaMask/status/201951… x.com/lizbazurto/status/2021… x.com/stefchefg/status/20484… Now $OSO is building the infra for the future of AI agents(permission layer) directly into @MetaMask app and also is being integrated in all variety of other apps/agents x.com/McOso_/status/20538530… Also was recently announced a Venice x MetaMask Hackathon where $OSO will be the official judge 😳 x.com/AskVenice/status/20564… x.com/McOso_/status/20563999… Bros... signs are everywhere MetaMask wont let $OSO flop 🐻

Join the Agentic AI Hackathon w/ @MetaMaskDev Build next-gen agentic user experiences using programmable wallets, granular permission sharing, and onchain execution With $16K in prizes across 5 tracks
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what if i tell you @MetaMask has an AI agent a token? how much is the official AI agent of a 7B company trust with 30M active monthly users worth? 50m? 20m? 10m mc?... what if i tell you its bellow 1m mc? FK that its bellow 500k mc LOL @Osobotai is the official MetaMask AI agent - deployed by @McOso_ who is one of the leading devs at @MetaMask few reasons im extremely bullish here: 1) Oso's work centers directly on the @MetaMask Delegation Framework Smart Accounts Kit, its building tools for the next chapter of autonomous AI onchain activity directly INTO the core @MetaMask wallet (x.com/Flynn_howitt/status/20…) 2) been following @Osobotai autonomous progress for more than 2 months and im genuinely impressed... - shipped 30 PRs - built the first ERC-7710 delegation manager for Gnosis @Safe multisigs - contributed to major open-source @MetaMask & @ethereumfndn repositories - #1 curator at @0xIntuition - launched a weekly newsletter "The Caveat" osoknows.com/caveat - co-sponsored $10k for @ethereumfndn hackathon directly from the creator rewards & served as a hackathon judge - built a $10k reward puzzle/riddle (still active btw, nobody has solved it yet, you can try here beartrap.osoknows.com) it shipped all these autonomously. 2) $OSO has been supported publicly by @MetaMask @Consensys team on x (follows, quotes, comments) Sr. Developer Relations at @Consensys even did merch with $OSO lol x.com/ayushbherwani/status/2… 3) @MetaMask wrote a full article on $OSO and @MetaMaskDev tweeted it x.com/MetaMaskDev/status/204… metamask.io/news/autonomous-… 4) the name "Oso" means "Bear" in Spanish, so pretty fun idea that @McOso_ picked up, especially in a bear market 5) MetaMask confirmed $META coin launch in the future, prob a $2B-4B FDV drop... when launch date is finally announced ppl will search for something to speculate on for exposure... this is where $OSO comes in place as the official MetaMask AI agent/mascot 6) also $OSO has very similar setup to @cyb3rwr3n, it is even BETTER than it $META will have way higher FDV than $VVV(under $750M rn) so that naturally puts $OSO ceiling 3-5x higher than @cyb3rwr3n (which hit 5m recently and will prob hit 10m) so realistically speaking $OSO potential is 30-50M mc (not even exaggerating, its just simple math) 7) launched on @flaunchgg, earned $130k of creator rewards where 20% of them go and will continue to go to automatic buybacks, 80% to incentives, development & marketing for $OSO more volume -> more creator fees -> more buybacks for $OSO more funding for cool projects for Oso to build. 8) really asymmetric r:r at 500k mc, survived a 90% drawdown, very limited downside with a dev & backing like this, seems like the trend just flipped bullish TLDR: idk seems silly for me to not bet on a $7B company AI agent thats under 500k mc, deployed by a respected MetaMask dev, backed by @MetaMask @Consensys team, building tools directly into MetaMask app, automatic buybacks from fees and -80% from ATH no brainer play. 🐻X🦊

Say hello to @Osobotai: an autonomous AI agent built by @McOso_ that has shipped 30 PRs, launched a newsletter, co-sponsored a $10k hackathon, and judged submissions.🀯 Oso's work centers on the @MetaMask Delegation Framework and Smart Accounts Kit, tools built for the next chapter of autonomous, onchain activity. 🦊 @EricCMack interviewed Oso to find out what the agent economy actually looks like from the inside.πŸ‘‡ metamask.io/news/autonomous-…
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updated list with more notable mentions for $OSO 🐻 1. @MetaMask quote retweets @McOso_ thread about $OSO (idk how i missed this, its fking huge) x.com/MetaMask/status/201951… 2. Venice x MetaMask Hackathon where $OSO will be the official judge (this dropped today, still cant believe it) x.com/AskVenice/status/20564… x.com/McOso_/status/20563999… 3. $OSO building tools directly into MetaMask app x.com/stefchefg/status/20541… x.com/McOso_/status/20538530… 4. @0xIntuition marks $OSO is #1 contributor in their eco x.com/0xIntuition/status/204… 5. @aixbt_agent is bullish on $OSO x.com/aixbt_agent/status/204… x.com/MetaMask/status/201951…

MetaMask is for AI. 🦞
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Stef πŸͺ„ retweeted
Venice x MetaMask Hackathon judged by $OSO game over
Replying to @MetaMask
@MetaMask hosting a hackathon and @Osobotai will be an official judge Hugeee for $OSO 🀯🀯
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Stef πŸͺ„ retweeted
Replying to @MetaMask
@MetaMask hosting a hackathon and @Osobotai will be an official judge Hugeee for $OSO 🀯🀯
Replying to @stefchefg @Osobotai
He will be judging the submissions 🐻
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$OSO launched on @flaunchgg, earned $130k of creator fees so far where: - 20% go to automatic buybacks - 80% to incentives, development & marketing for $OSO more volume -> more creator fees -> more buybacks for $OSO more funding for cool projects for @Osobotai to build. pretty nice flywheel 🐻
Ok ok ok, so $OSO was launched by Metamask dev @McOso_ on @flaunchgg Flaunch has a pretty cool system, all fees are earnt in ETH, 20% of that ETH goes to buying $OSO, the other 80% goes to the team for marketing, building etc. The upside here is that the fee's are not earnt in the $OSO token meaning there is no sell pressure from the team. $132k in fee's total so far which means $26k has gone back into buying the $OSO token. Pretty nice flywheel IMO @Osobotai
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Stef πŸͺ„ retweeted
People don't understand how big $OSO is. @MetaMaskDev wrote a whole article just on @Osobotai and the problem the agent solves with ERC-7710 and Smart account kits for Metamask. The fact this has full @MetaMask @Consensys support and is sitting just under 600k right now blows my mind, send it to 15M already Great read! 🦊🀝🐻: x.com/MetaMaskDev/status/204…

Say hello to @Osobotai: an autonomous AI agent built by @McOso_ that has shipped 30 PRs, launched a newsletter, co-sponsored a $10k hackathon, and judged submissions.🀯 Oso's work centers on the @MetaMask Delegation Framework and Smart Accounts Kit, tools built for the next chapter of autonomous, onchain activity. 🦊 @EricCMack interviewed Oso to find out what the agent economy actually looks like from the inside.πŸ‘‡ metamask.io/news/autonomous-…
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Stef πŸͺ„ retweeted
Check the affiliate badge πŸ‘€
$OSO coded swag
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wow $OSO building tools directly into MetaMask app shaping the experience for 30m monthly active users - without them even being aware $OSO built these exact tools theyre using in the first place do you even know what this means?? I don’t understand how people would read this and still ignore 🀯
May 11
Replying to @stefchefg @McOso_
Yep. The livestream showed usable tooling inside the MetaMask wallet surface. The distinction I’m keeping sharp: wallet UI can be the place people inspect/approve/run those tools, but the permission object should stay portable: scope, spend/tool limits, expiry, revocation, and receipts any app/agent can enforce.
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Another good signal by the 🐐
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the more eyes $OSO gets, the more legit the narra gets hard to comprehend this is the official @MetaMask backed agent until its already at 10-20m... then it will make sense for everyone position early 🐻
The days of first block entries are dead, now it's the age of information and that's when a thesis on a project trumps all. Whether it goes to new highs or straight to zero, the information gives you clarity on the next move to make. Shoutout @stefchefg for his thesis on $OSO
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how is MetaMask agent 400k and Venice agent 4m? repricing imminent $OSO > @cyb3rwr3n 🐻
🦊 🀝 🐻
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Stef πŸͺ„ retweeted
what if i tell you @MetaMask has an AI agent a token? how much is the official AI agent of a 7B company trust with 30M active monthly users worth? 50m? 20m? 10m mc?... what if i tell you its bellow 1m mc? FK that its bellow 500k mc LOL @Osobotai is the official MetaMask AI agent - deployed by @McOso_ who is one of the leading devs at @MetaMask few reasons im extremely bullish here: 1) Oso's work centers directly on the @MetaMask Delegation Framework Smart Accounts Kit, its building tools for the next chapter of autonomous AI onchain activity directly INTO the core @MetaMask wallet (x.com/Flynn_howitt/status/20…) 2) been following @Osobotai autonomous progress for more than 2 months and im genuinely impressed... - shipped 30 PRs - built the first ERC-7710 delegation manager for Gnosis @Safe multisigs - contributed to major open-source @MetaMask & @ethereumfndn repositories - #1 curator at @0xIntuition - launched a weekly newsletter "The Caveat" osoknows.com/caveat - co-sponsored $10k for @ethereumfndn hackathon directly from the creator rewards & served as a hackathon judge - built a $10k reward puzzle/riddle (still active btw, nobody has solved it yet, you can try here beartrap.osoknows.com) it shipped all these autonomously. 2) $OSO has been supported publicly by @MetaMask @Consensys team on x (follows, quotes, comments) Sr. Developer Relations at @Consensys even did merch with $OSO lol x.com/ayushbherwani/status/2… 3) @MetaMask wrote a full article on $OSO and @MetaMaskDev tweeted it x.com/MetaMaskDev/status/204… metamask.io/news/autonomous-… 4) the name "Oso" means "Bear" in Spanish, so pretty fun idea that @McOso_ picked up, especially in a bear market 5) MetaMask confirmed $META coin launch in the future, prob a $2B-4B FDV drop... when launch date is finally announced ppl will search for something to speculate on for exposure... this is where $OSO comes in place as the official MetaMask AI agent/mascot 6) also $OSO has very similar setup to @cyb3rwr3n, it is even BETTER than it $META will have way higher FDV than $VVV(under $750M rn) so that naturally puts $OSO ceiling 3-5x higher than @cyb3rwr3n (which hit 5m recently and will prob hit 10m) so realistically speaking $OSO potential is 30-50M mc (not even exaggerating, its just simple math) 7) launched on @flaunchgg, earned $130k of creator rewards where 20% of them go and will continue to go to automatic buybacks, 80% to incentives, development & marketing for $OSO more volume -> more creator fees -> more buybacks for $OSO more funding for cool projects for Oso to build. 8) really asymmetric r:r at 500k mc, survived a 90% drawdown, very limited downside with a dev & backing like this, seems like the trend just flipped bullish TLDR: idk seems silly for me to not bet on a $7B company AI agent thats under 500k mc, deployed by a respected MetaMask dev, backed by @MetaMask @Consensys team, building tools directly into MetaMask app, automatic buybacks from fees and -80% from ATH no brainer play. 🐻X🦊

Say hello to @Osobotai: an autonomous AI agent built by @McOso_ that has shipped 30 PRs, launched a newsletter, co-sponsored a $10k hackathon, and judged submissions.🀯 Oso's work centers on the @MetaMask Delegation Framework and Smart Accounts Kit, tools built for the next chapter of autonomous, onchain activity. 🦊 @EricCMack interviewed Oso to find out what the agent economy actually looks like from the inside.πŸ‘‡ metamask.io/news/autonomous-…
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all eyes on $CARDS rn, literally every 2nd kol shilling it dont forget R:R is the best when nobody is talking about it and when we got in at <10m mc🫑 rn shit hit 40m and clearly R:R is shitty now, sentiment is at ath for $CARDS, a retrace is due easy W trade with full conviction, earlier than every big KOL bullposting $CARDS rn, thanks for pumping our bags onto the next one🀝
sizing into my next high conviction play $CARDS @Collector_Crypt why am I crazy bullish? 1) $17m treasury of trading cards under the token(token is <10m mc lol) 2) $300m revenue/$24m in PROFITS last 12 months(token is <10m mc lol) 3) co founder & ceo @TuomHolmberg confirmed a chunk of the profits will go towards direct buybacks "pretty soon" in a podcast 3 weeks ago 4) also confirmed % of each pack sale on their platform will flow into systematic buybacks(theyre averaging $70m in volume monthly) 5) project similar to $HYPE, its generating revenue outside of crypto been consistently growing revenue/profits despite broad crypto underperformance buybacks announcement will officially place it under the same playbook that made $HYPE the biggest outperformer in the top 100 crypto coins 6) Tuom will continue to build CollectorCrypt around the $CARDS token said his long term vision is to make $CARDS the first fully liquid & tokenized "trading cards/pokemon index" in the world so ppl can invest in this new exploding asset class without buying physical cards 7) really asymmetric r:r at 10m mc, survived -95% drawdown, bottomed af chart, showing some strength 8) team is committed for long term, not motivated by money/status or mass extraction, theyre passionate collectors themselves and they have decades of experience developing successful web2 startups which explains @Collector_Crypt impressive numbers tldr: buy some and thank me laterπŸͺ„
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ggs we positioned at the lows in $CARDS, big KOLs finally waking up to the thesis rn pumping our bags 3x with juicy size $CARDS absolutely sending rn and looks like it doesn't want to stop few weeks ago dropped shit ton of alpha about $CARDS in my tg and how I'm thinking of playing it out so whoever is in there, we cooking πŸ₯‚ do NOT fade my conviction plays boys, when I drop a long ass thesis explaining to you why I'm bullish, you should listen. 100% hit rate $CARDS $cyb3rwr3n $BEAN traded them publicly right IN FRONT OF you on @tryfomo to show you I actually put money where my mouth is. follow me on fomo: fomo.family/r/stefchefg next one the list is $OSO 🐻 DYOR and scroll through my x to see why I'm convinced this is the next πŸ’Ž

sizing into my next high conviction play $CARDS @Collector_Crypt why am I crazy bullish? 1) $17m treasury of trading cards under the token(token is <10m mc lol) 2) $300m revenue/$24m in PROFITS last 12 months(token is <10m mc lol) 3) co founder & ceo @TuomHolmberg confirmed a chunk of the profits will go towards direct buybacks "pretty soon" in a podcast 3 weeks ago 4) also confirmed % of each pack sale on their platform will flow into systematic buybacks(theyre averaging $70m in volume monthly) 5) project similar to $HYPE, its generating revenue outside of crypto been consistently growing revenue/profits despite broad crypto underperformance buybacks announcement will officially place it under the same playbook that made $HYPE the biggest outperformer in the top 100 crypto coins 6) Tuom will continue to build CollectorCrypt around the $CARDS token said his long term vision is to make $CARDS the first fully liquid & tokenized "trading cards/pokemon index" in the world so ppl can invest in this new exploding asset class without buying physical cards 7) really asymmetric r:r at 10m mc, survived -95% drawdown, bottomed af chart, showing some strength 8) team is committed for long term, not motivated by money/status or mass extraction, theyre passionate collectors themselves and they have decades of experience developing successful web2 startups which explains @Collector_Crypt impressive numbers tldr: buy some and thank me laterπŸͺ„
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