$GRIFT Outperformance in DeFAI: Re-Pricing To Reflect Leadership Position Overtime

Notable event | $GRIFT ( $125 M FDV) | @orbitcryptoai Via @ryanmcnutty33 & @chrisjries

DVM View: $GRIFT has benefited from on-going momentum in the hot DeFAI (Defi x AI) sector but, more meaningfully, from on-going internal execution, and improved tokenomics with growth metrics to follow. In this note, we highlight recent significant developments and milestones including i/ automated liquidity management via @MeteoraAG; ii/ strategic partners with exchanges and @AicroStrategy for AI-powered treasury management; and iii/ measured community growth with improved tokenomics. We believe all of the following has led to notable outperformance vs DeFAI peer-group: $GRIFT/+154%, $GRIFFAIN/+56%, $ANON/+73%, $BUZZ/+130% in the past 7-days. We view $GRIFT as a potential market leader given pace of execution, platform interoperability, and management team (@chrisjries & @ryanmcnutty33), and think the token could reprice towards and above $250m FDV overtime.

New Features and Enhancements | Voice mode, USDC Transfer Agent, Automated Liquidity Managment, Integrating twitter data, Copy Trading, and AI wallets.

Orbit has introduced a suite of new features designed to enhance user interaction and utility. The upcoming voice mode will allow users to manage their portfolios and execute transactions via voice commands, revolutionizing accessibility in DeFi.

Onboarding USDC Transfer Agent that facilitates seamless cross-chain payments, making transactions instant and token-agnostic.

Additionally, automated liquidity management through @MeteoraAG ensures users can maximize yields without constant monitoring.

Orbit now leverages Twitter data for trading insights, enabling AI agents to make decisions based on social sentiment from X posts.

The introduction of copy trading lets users emulate successful wallets' strategies, initially on Solana with plans for broader adoption.

Enabling AI wallets that simplify onboarding across multiple chains, aiming for a user experience akin to traditional payment cards, with insights from @slopfather.

Technological Updates | Integrations for asset bridging and real time market insights, supporting +200 protocols, & Upgrading existing agents with improved capabilities.

Technologically, Orbit has made significant strides. Integration with @wormhole for asset bridging and the @dexscreener incorporation for real-time market analytics are set to refine trading strategies.

The agent swarm now supports over +200 protocols, showcasing advanced task management through agent collaboration at the helm.

The researcher agent's upgrade to include internet search capabilities further enhances the speed and depth of user research.

Partnerships and Listings | New listings, New partnership, and onboarding more Defi Protocols.

The strategic partnerships and new listings have been pivotal. $GRIFT has been listed on major exchanges like @LBank_Exchange, @Poloniex, @BitMartExchange, and @CoinMarketCap, amplifying its market presence.

Partnerships with @AicroStrategy for AI-powered treasury management and @MeteoraAG for liquidity solutions have been key.

Orbit's agents are expanding to various DeFi platforms, including @QuickswapDEX, @KinetixFi, @LineDefiHub, and @SparkDexAI, bringing Orbit's technology to a wider audience.

Community and Ecosystem Growth | More Followers, More Orbit Sessions, Strengthened Tokenomics.

Community engagement has seen a significant uptick, with Orbit experiencing over 70,000 sessions as last reported and a community growth of 23k followers, which indicates user adoption.

The project's tokenomics have been strengthened with 30-50% of revenue dedicated to token buybacks, aligning incentives with token holders. Vesting schedules for community, liquidity, and treasury have been implemented, fostering long-term commitment and stability.

Remarks | Bound For Growth

$GRIFT's progress demonstrates a clear trajectory toward becoming a leading force in the DeFAI sector. With these advancements, Orbit is not just expanding its technological footprint but also its community and ecosystem, setting the stage for a future where decentralized finance is intuitive, efficient, and widely accessible.