193858
mrmasa
@mrmasa #193858
World Citizen, Last Samurai, Serial Tech Entrepreneur. CEO & General Partner of Orb Labs. Co-Founder & Ex CEO of Orb (acquired by SBI in 18') #Bitcoin since 13'
108 Follower 60 Following
Crypto Asset Deep Analysis｜CoreWeave
They found in July 2017, an old Web2 startup.
Brannin McBee is Founder & CDO. Ex Proprietary Trader at Active Power Investments. Ex Associate at Elustria Capital Partners (Energy Commodity Hedge Fund) BS of Finance at University of Colorado Boulder.
Brian V. is CSO. Ex CTO at CoreWeave. Ex Partner at Hudson Ridge Asset Management.
Michael Intrator is CEO. Ex CEO at Hudson Ridge Asset Management. MPA at Columbia University.
Matthew B is Chief Information Security Officer. Ex Business Information Security Officer at London Stock Exchange Group. Ex Technical Product Manager at GE.
Plus 500 members, mainly in Colorado, USA.
No technology professionals in their core team.
Brian and Michael are finance background.
Simply put, CoreWeave is running data center business, which is very niche business.
And, the team size is already big.
For more:
https://orblabs.ventures/97463/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
They found in July 2017, an old Web2 startup.
Brannin McBee is Founder & CDO. Ex Proprietary Trader at Active Power Investments. Ex Associate at Elustria Capital Partners (Energy Commodity Hedge Fund) BS of Finance at University of Colorado Boulder.
Brian V. is CSO. Ex CTO at CoreWeave. Ex Partner at Hudson Ridge Asset Management.
Michael Intrator is CEO. Ex CEO at Hudson Ridge Asset Management. MPA at Columbia University.
Matthew B is Chief Information Security Officer. Ex Business Information Security Officer at London Stock Exchange Group. Ex Technical Product Manager at GE.
Plus 500 members, mainly in Colorado, USA.
No technology professionals in their core team.
Brian and Michael are finance background.
Simply put, CoreWeave is running data center business, which is very niche business.
And, the team size is already big.
For more:
https://orblabs.ventures/97463/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
Technical Analysis & Industry Trend ｜ $AGI, $MERL, $ENA, $PENDLE and more - October 16th
The technical analysis. AGI/USDT. Weekly chart.
As I marked in sky-blue circle, 0.5 based on Fibonacci Retracement ( the price level is around at $0.1684) works as the support line now.
For more detail:
https://orblabs.ventures/103270/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
The technical analysis. AGI/USDT. Weekly chart.
As I marked in sky-blue circle, 0.5 based on Fibonacci Retracement ( the price level is around at $0.1684) works as the support line now.
For more detail:
https://orblabs.ventures/103270/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
Technical Analysis & Industry Trend ｜ $ETH, $ALD, $ULTI, $UNI and more - October 16th
The technical analysis.
$UNI/USDT. It’s Weekly chart.
0.5 based on Fibonacci Retracement (the price level is around at $7.938) as I marked in the sky-blue circle works as the support line now.
For more detail:
https://orblabs.ventures/103235/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
The technical analysis.
$UNI/USDT. It’s Weekly chart.
0.5 based on Fibonacci Retracement (the price level is around at $7.938) as I marked in the sky-blue circle works as the support line now.
For more detail:
https://orblabs.ventures/103235/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
#Bitcoin & Macro Market Analysis - October 14th
The next item is $BTC Monthly Return Historical Data by Coinglass.
Usually, every October in the Bitcoin halving year ends with green.
For more detail:
https://orblabs.ventures/103199/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
The next item is $BTC Monthly Return Historical Data by Coinglass.
Usually, every October in the Bitcoin halving year ends with green.
For more detail:
https://orblabs.ventures/103199/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
Crypto Asset Deep Analysis｜Anysphere
Then, here is Anysphere’s Competitor Landscape, especially focusing on Product Value.
All are Web2 players.
The biggest uniqueness of Anysphere will be customizability and security & privacy.
Here are my key insight for the above topics.
-Code Suggestion Accuracy: GitHub Copilot leads with high accuracy due to its backing by OpenAI’s Codex model.
-Customizability: Anysphere and Augment stand out for their high customizability, allowing developers to tailor the tools to their workflows.
-Security and Privacy: Anysphere emphasizes enhanced security, potentially offering on-premises deployment.
-Cost: GitHub Copilot’s pricing is standard, while Anysphere, Poolside, and Augment offer competitive and potentially more flexible pricing models.
For more detail:
https://orblabs.ventures/102504/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
Then, here is Anysphere’s Competitor Landscape, especially focusing on Product Value.
All are Web2 players.
The biggest uniqueness of Anysphere will be customizability and security & privacy.
Here are my key insight for the above topics.
-Code Suggestion Accuracy: GitHub Copilot leads with high accuracy due to its backing by OpenAI’s Codex model.
-Customizability: Anysphere and Augment stand out for their high customizability, allowing developers to tailor the tools to their workflows.
-Security and Privacy: Anysphere emphasizes enhanced security, potentially offering on-premises deployment.
-Cost: GitHub Copilot’s pricing is standard, while Anysphere, Poolside, and Augment offer competitive and potentially more flexible pricing models.
For more detail:
https://orblabs.ventures/102504/
All of my analytical reports support English and 日本語 with 1 week free trial as of now.
Crypto Asset Deep Analysis｜Mistral AI
Then, here is the Major Commercial Use-cases.
Large Finance Corporation uses Mistral 7B for Financial document processing and sentiment analysis.
The model is fine-tuned to handle large volumes of financial texts, extracting key insights for decision-making.
E-commerce Platform uses Mixtral 8x7B for Customer support automation and product recommendation.
Used to generate personalized responses and suggest products based on user queries.
Tech Startup uses Mistral 7B for Automated code generation and bug fixing.
Integrated into the development environment to assist in code completion, reducing time to market.
Looks like they are building custom LLM for specific industry target combined with consulting and technical support business.
This means their business model is B2B, not B2C.
For more detail:
https://orblabs.ventures/100980/
All of my analytical reports support English, 日本語 as of now. And with 1 week free trial.
Then, here is the Major Commercial Use-cases.
Large Finance Corporation uses Mistral 7B for Financial document processing and sentiment analysis.
The model is fine-tuned to handle large volumes of financial texts, extracting key insights for decision-making.
E-commerce Platform uses Mixtral 8x7B for Customer support automation and product recommendation.
Used to generate personalized responses and suggest products based on user queries.
Tech Startup uses Mistral 7B for Automated code generation and bug fixing.
Integrated into the development environment to assist in code completion, reducing time to market.
Looks like they are building custom LLM for specific industry target combined with consulting and technical support business.
This means their business model is B2B, not B2C.
For more detail:
https://orblabs.ventures/100980/
All of my analytical reports support English, 日本語 as of now. And with 1 week free trial.
Technical Analysis & Industry Trend ｜ $AGI, $SOL, $HNT, $MOBILE and more - October 9th
The technical analysis. $HNT/USDT. It’s Weekly chart.
0.5 based on Fibonacci Retracement ( the price level is around at $6.938) as I marked in the sky-blue circle works as the support line now.
For more detail:
https://orblabs.ventures/103144/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The technical analysis. $HNT/USDT. It’s Weekly chart.
0.5 based on Fibonacci Retracement ( the price level is around at $6.938) as I marked in the sky-blue circle works as the support line now.
For more detail:
https://orblabs.ventures/103144/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Technical Analysis & Industry Trend ｜ $ETH, $ALD, $CYBER, $ULTI and more - October 8th
The technical analysis. ALD/USDT. Weekly chart.
0.0 based on Fibonacci Retracement (the price level is around at $0.02092) as I marked in the sky-blue circle work as the strong support line.
For more detail:
https://orblabs.ventures/100458/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The technical analysis. ALD/USDT. Weekly chart.
0.0 based on Fibonacci Retracement (the price level is around at $0.02092) as I marked in the sky-blue circle work as the strong support line.
For more detail:
https://orblabs.ventures/100458/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Bitcoin & Macro Market Analysis - October 7th
The next item is S&P500 Daily Chart.
On daily chart, EMA200 is under the candle bar move. This is really good.
Now, the orange long-term bull trend line works as a resistance line.
The key move last week was the market reaction against US unemployment rate which dropped from 4.2% to 4.1%.
For last month, when US unemployment rate went down from 4.3% to 4.2%, the market took bear move because most investors think FRB would cut 0.25%, not 0.5% rate cut on FOMC.
But, this time, the market took bull move.
This means most investors changed their view to consider lower US unemployment rate as good signal for US economy recovery.
For more detail:
https://orblabs.ventures/103077/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The next item is S&P500 Daily Chart.
On daily chart, EMA200 is under the candle bar move. This is really good.
Now, the orange long-term bull trend line works as a resistance line.
The key move last week was the market reaction against US unemployment rate which dropped from 4.2% to 4.1%.
For last month, when US unemployment rate went down from 4.3% to 4.2%, the market took bear move because most investors think FRB would cut 0.25%, not 0.5% rate cut on FOMC.
But, this time, the market took bull move.
This means most investors changed their view to consider lower US unemployment rate as good signal for US economy recovery.
For more detail:
https://orblabs.ventures/103077/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Crypto Asset Deep Analysis｜Lambada Labs
Here is the competitive landscape for these minor GPU cloud players such as AutoDL, Lambda, and CoreWeave.
AutoDL is the cheapest simply because they run their business only in China where the labour cost and the electricity cost is cheaper than those in US.
Lambda is very cheep.
But, it’s a bit tricky because you have to pay 100% upfront if you wanna apply the cheapest price level.
Why Lambda wants to apply 100% upfront payment?
For more detail:
https://orblabs.ventures/97412/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Here is the competitive landscape for these minor GPU cloud players such as AutoDL, Lambda, and CoreWeave.
AutoDL is the cheapest simply because they run their business only in China where the labour cost and the electricity cost is cheaper than those in US.
Lambda is very cheep.
But, it’s a bit tricky because you have to pay 100% upfront if you wanna apply the cheapest price level.
Why Lambda wants to apply 100% upfront payment?
For more detail:
https://orblabs.ventures/97412/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Technical Analysis & Industry Trend ｜ $AGI, $TON, $PENDLE, $ARB and more - October 2nd
The technical analysis. AGI/USDT. Weekly chart.
$AGI also made pretty big bull run last week. +25% raise. This is great.
As I marked in sky-blue circle, now, the candle bar is reacting to 0.236 based on Fibonacci Retracement ( the price level is around at $0.23)
If the candle bar can make the bull breakout wit this resistance line, the bottoming out formation of $AGI will be completed.
For more detail:
https://orblabs.ventures/102918/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The technical analysis. AGI/USDT. Weekly chart.
$AGI also made pretty big bull run last week. +25% raise. This is great.
As I marked in sky-blue circle, now, the candle bar is reacting to 0.236 based on Fibonacci Retracement ( the price level is around at $0.23)
If the candle bar can make the bull breakout wit this resistance line, the bottoming out formation of $AGI will be completed.
For more detail:
https://orblabs.ventures/102918/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Technical Analysis & Industry Trend ｜ETH, IO, FPIS, MERL and more - October 1st
The technical analysis. $FPIS/USDT. It’s Weekly chart.
$FPIS hit pretty big bull run last week. +35% raise. This is great.
0.0 based on Fibonacci Retracement (the price level is around at $0.3341) as I marked in the sky-blue circle works as the very strong support line.
$FPIS is also slowly bottoming out.
For more detail:
https://orblabs.ventures/102880/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The technical analysis. $FPIS/USDT. It’s Weekly chart.
$FPIS hit pretty big bull run last week. +35% raise. This is great.
0.0 based on Fibonacci Retracement (the price level is around at $0.3341) as I marked in the sky-blue circle works as the very strong support line.
$FPIS is also slowly bottoming out.
For more detail:
https://orblabs.ventures/102880/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Bitcoin & Macro Market Analysis - September 30th
The next item is Crypto Total Market Cap excluding $BTC and $ETH. Weekly chart.
We can clearly confirm that the candle bar made strong bull breakout against the sky-blue bear trend line.
Considering the sharp angle of this bear trend line, we will see the neckline test after the end of this bull run.
For more detail:
https://orblabs.ventures/102846/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The next item is Crypto Total Market Cap excluding $BTC and $ETH. Weekly chart.
We can clearly confirm that the candle bar made strong bull breakout against the sky-blue bear trend line.
Considering the sharp angle of this bear trend line, we will see the neckline test after the end of this bull run.
For more detail:
https://orblabs.ventures/102846/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Crypto Asset Deep Analysis｜Levels
Here is my analysis.
I think mainly two points.
First one is about Direct Health Impact.
While Glucose Measurement Directly indicates blood sugar levels and metabolic disorders, CO₂ Measurement indicates metabolic flexibility and fuel usage.
Second one is about Technology Maturity.
While Glucose Measurement is long-established, widely used in medical practice, CO₂ Measurement is still emerging technology, less widely used.
But, to me, both technology can not reach to a most ideal model yet.
For CGM, since I do have sauna and cold plunge every day including after training, the sticker peels off in a short period of time, which is very annoying.
For CO2, this solution can not accurately link to diet improvement yet.
For more detail:
https://orblabs.ventures/99870/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Here is my analysis.
I think mainly two points.
First one is about Direct Health Impact.
While Glucose Measurement Directly indicates blood sugar levels and metabolic disorders, CO₂ Measurement indicates metabolic flexibility and fuel usage.
Second one is about Technology Maturity.
While Glucose Measurement is long-established, widely used in medical practice, CO₂ Measurement is still emerging technology, less widely used.
But, to me, both technology can not reach to a most ideal model yet.
For CGM, since I do have sauna and cold plunge every day including after training, the sticker peels off in a short period of time, which is very annoying.
For CO2, this solution can not accurately link to diet improvement yet.
For more detail:
https://orblabs.ventures/99870/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Crypto Asset Deep Analysis｜@Sablier
Their product concept is CRM for DAO Operation like SalesForce.
They mainly focus on four use cases.
#1. Vesting: Cliff and vesting management for private deal investors and token incentives for co-founders and core members.
#2. Payroll: monthly salary and crypto earning payment for full-time and part-time contributors.
#3. Airdrop: One time airdrops for community always causes big selling pressures of tokens. Thus, monthly vesting model is very ideal.
#4.Grants. As same as token airdrop programs, we have to carefully manage token distributions on each Grant programs.
These pain points are very clear.
And, to build such product by themselves are very annoying for Web3 startups.
Thus, here is clear market demands for Sablier. Accurate pain point focus.Very good.
For more detail:
https://orblabs.ventures/97130/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Their product concept is CRM for DAO Operation like SalesForce.
They mainly focus on four use cases.
#1. Vesting: Cliff and vesting management for private deal investors and token incentives for co-founders and core members.
#2. Payroll: monthly salary and crypto earning payment for full-time and part-time contributors.
#3. Airdrop: One time airdrops for community always causes big selling pressures of tokens. Thus, monthly vesting model is very ideal.
#4.Grants. As same as token airdrop programs, we have to carefully manage token distributions on each Grant programs.
These pain points are very clear.
And, to build such product by themselves are very annoying for Web3 startups.
Thus, here is clear market demands for Sablier. Accurate pain point focus.Very good.
For more detail:
https://orblabs.ventures/97130/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Technical Analysis & Industry Trend ｜ $AGI, $SOL, $BLAST, $BLUR and more - September 25th
The technical analysis. $BLUR/USDT. It’s Daily chart.
0.0 based on Fibonacci Retracement ( the price level is around at $0.1525) as I marked in the green circle works as the very strong support line now.
If the candle bar hits higher than 0.236 based on Fibonacci Retracement ( the price level is around at $0.4467) as I marked in the sky-blue circle, the bottom out formation for $BLAR will be completed.
For more detail:
https://orblabs.ventures/102685/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The technical analysis. $BLUR/USDT. It’s Daily chart.
0.0 based on Fibonacci Retracement ( the price level is around at $0.1525) as I marked in the green circle works as the very strong support line now.
If the candle bar hits higher than 0.236 based on Fibonacci Retracement ( the price level is around at $0.4467) as I marked in the sky-blue circle, the bottom out formation for $BLAR will be completed.
For more detail:
https://orblabs.ventures/102685/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
Technical Analysis & Industry Trend ｜ $ETH, $IO, $ALD, $CYBER and more - September 24th
The technical analysis. $ALD/USDT. It’s Weekly chart.
0.0 based on Fibonacci Retracement (the price level is around at $0.02) as I marked in the sky-blue circle works as the very strong support line.
$ALD is also slowly bottoming out.
For more detail:
https://orblabs.ventures/102651/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.
The technical analysis. $ALD/USDT. It’s Weekly chart.
0.0 based on Fibonacci Retracement (the price level is around at $0.02) as I marked in the sky-blue circle works as the very strong support line.
$ALD is also slowly bottoming out.
For more detail:
https://orblabs.ventures/102651/
All of my analytical reports support EN, 日本語 as of now. And with 1 week free trial.