1. ⚛️ iExec RLC: The Power of Decentralized Cloud
RLC is the pillar of Decentralized Computing. It enables the secure and trustless rental of idle processing power, essential for the growing demands of Artificial Intelligence (AI) and Big Data in Web3.
Thesis 5x: With a Target MCap of only $318 Million, it is extremely undervalued. Its capitalization is tiny for a project that addresses the need for massive and private computing. The explosion will come when the narrative of "Computing as a Service" is validated.
2. 🌹 Oasis Network (ROSE): Privacy is the New Gold
ROSE is the Layer 1 focused on Privacy and Data Sovereignty. It uses confidential computing environments (ParaTimes) to ensure that data remains protected and confidential, crucial in a growing regulatory and surveillance environment.
Thesis 5x: The target of $493 Million is modest, given that privacy is an inevitable requirement. ROSE is the main bet on the appreciation of protected data in DeFi and AI. Investing in ROSE is investing in the fundamental need for privacy in the next digital era.
3. 🕸️ The Graph (GRT): The Backbone of Information
GRT acts as the 'Google of Blockchain', being the Data Indexing and Query Protocol. It organizes and makes accessible the vast amount of data from multiple networks (subgraphs), being indispensable for the functioning of any successful dApp.
Thesis 5x: The Target MCap of $2.45 Billion is significantly below its All-Time High. As a fundamental and cross-chain service, GRT benefits from the growth of the entire Web3 ecosystem. Its success is intrinsically linked to the success of all other blockchains.
$RLCA somewhat simplistic, yet fair and concise meta!
