Valueverse

Miami rocks

Bought coffee with $BTC (instantly, no fees, no L2). Just hardcore L1 BTC

https://x.com/vasily_sumanov/status/2051683687230833008?s=46

Some updates:

• We’re heading to Consensus 2026 in Miami to meet liquid funds, hedge funds, and VCs.
• A core Valueverse.ai product is almost done: token revenue & beyond analysis with TradFi-style metrics.
• We received all your requests for alpha access -> excited to hear your feedback soon. Stay tuned.

We also want to know why you are in this group or applied for Alpha:
• Signals?
• Portfolio strategies?
• Or simply understanding which tokens are more investable than others?

https://x.com/valueverse_ai/status/2049461865621684323?

Stacy Muur, big Defi KOLs made an overview of our token valuation approach

https://x.com/stacy_muur/status/2042897455671578757?s=20

If you are interested in nerdy stuff about tokens and value, it's exactly that

https://x.com/vasily_sumanov/status/2041971785202122857

Some alpha from Valueverse Alpha - backtest of investing in revenue tokens. We have many tools now to operate on top of our proprietary datasets

If you bought $1k of $AERO at 7th of April, lock and reinvest all yield -> you are +33% profits rn, even taking into account that token doesn't grow in value since then

If you didn't reinvest it is +61%

Set your reminders: https://x.com/i/spaces/1OxwblDNvwNJB?s=20

Today, 3pm UTC!

https://x.com/AragonProject/status/2041159039569060121?s=20

Tomorrow we will participate the X Space organized by Aragon.

Guests:
• Robert Burkhart (Blockworks, Token Transparency Framework)
• Joel John (founder of Decentralised Co)
• Vasily Sumanov (founder of Valueverse)

The topic will be valuation of investable crypto assets.

Link to announcement and space link will be sent once published by organizers

New $AERO tokenomics is a blast.

KEY TAKEAWAYS:
• sAERO means just a new naming of veAERO, so holders lock for a long time as before
TL;DR: It's different naming with the same expected outcome (the majority of tokens will be staked for a long time)
• Prediction allocation: the real innovation. sAERO holders will vote on pools and receive the fees accumulated over time while votes were allocated for the particular pool. It will act as a predictions for future fees and improve efficiency of emissions and votes in real time. The initial re-voting time will be set for 48 hours and reduced further. As a result, much more efficient emissions allocation
• LPs now will decide what they want: receive fees from the pool or $AERO rewards. It means that token will have intrinsic price (as previously) but now market will be more efficient for that. $YB was using this for a while and it works pretty well.

It opens a new market for sAERO votes allocators on top of Aerodrome. It looks like a great design space for AI Agents competing for best strategies on sAERO continious voting.

Further reading:
• https://aero.xyz/articles/aero-economic-case/
• https://aero.xyz/articles/aero-terminology/
• https://x.com/valueverse_ai/status/2038947103603327306

https://x.com/vasily_sumanov/status/2038147876077945081

The New York [Digital Assets Summit] conference confrimed that we are not only on the right track, but also quite early.

While data platforms sell simple data and compete on who covered more "stablecoin metrics" (what these metrics could say to YOU, nobody knows, as well as nobody knows how to make money using one more stablecoin dashboard), we work on something that actually helps making money more efficiently than before. And it is not a data-selling business in pure form.

We already tested some things with AI using verified deep context datasets and results are even better than we thought.

More stuff soon.

Some alpha on what we already built: https://valueverse.ai

Release soon.

VCs/Liquid Funds say that we need to keep it private-use only, no retail access. Need to decide.

DAS in New York is really hot

Top speakers & great people here

Effective Multipliers is definitely a product that liquid funds are interested in

https://x.com/vasily_sumanov/status/2036485793557168250

It’s really crazy that this is the real “level” of our industry:

https://x.com/omeragoldberg/status/2035817795791810733

If these are the “best risk curators”, we definitely need something new here

Will see what tradFI professionals at DAS think about that

We are going to DAS in New York, 24-26 March

Ping if you want to set up a meeting there

https://x.com/valueverse_ai/status/2035004169027764442

Valueverse Launches Analytics Dashboard for YieldBasis Protocol Metrics

> The dashboard tracks $YB token performance, TVL, APR, cost of mining $YB, revenue multipliers, staking, admin fees, governance metrics, and more

👉 https://yb.valueverse.ai/

Source: https://x.com/valueverse_ai/status/2032130840340111602

Yesterday we released $YB Hub -> the deep context dataset for Yield Basis.

Today: featured in Shoal
Research

Catch Vasily Sumanov in the discussion L1 Chains vs L2 Solutions: Tools for Trading During Volatility happening right now on Genzio!

https://x.com/i/spaces/1pJkOyOkPLdJj

Valueverse research is also covered by Blockmedia, the leading crypto media South Korea. Thanks for supporting our research!

Truly amazing distribution to one of the most active markets in crypto:

- https://t.me/blockmedia/105798
- https://www.blockmedia.co.kr/archives/1057790?utm_source=telegram&utm_medium=social

All research articles since late 2025 are available for Korean audience: native language & direct distribution

a16z published the same vision that we in our recent article

Valueverse vision & track is validated by best of the best.

https://x.com/a16z/status/2031373088110370938?s=20

VV Research: Deep Context is the last bottleneck for hedge-fund-grade AI.

Unlocking LvL 2 (Deep Context Metrics) -> we can utilize AI Productivity gap for capital allocation

https://x.com/valueverse_ai/status/2031064091507224833

Valueverse works on Attribution Models/Deep Context Metrics for web3 protocols and assets