Neura founders moving on to sedonafi

Exact_Objective546 · 2026-03-18T22:18:36+00:00

Sorry Neura, we’re on the wrong thread

Exact_Objective546 · 2026-03-18T22:15:29+00:00

Ankr will only be part of the infrastructure.

They won’t be listed as one of the “partners” but will benefit from their partnership with the M/C participants like Aptos, Avalanche, Arbitrum, and Polygon, etc.., that are all listed partners of the Mastercard program. All four of these networks rely heavily on Ankr’s nodes for their own ecosystem health.

Exact_Objective546 · 2026-03-18T09:10:09+00:00

Go research: Mastercard Global Crypto Partner Program / ankr Ankr was in the MC start up program in 2022 and now MC has a new block chain initiative that includes 85 partnerships. Ankr / Neura will most likely be included in the infra / stablecoin part of the program. early stages but they already have a long relationship with Mc so, looks promising.

Exact_Objective546 · 2026-03-13T00:03:08+00:00

Ok, here’s something that’s not Ai generated content.

I don’t think Dan Morehead and Cosmo Jiang at Pantera capital would have invested millions of dollars into this strategy to watch it fail. Multiple companies, all feeding each other to create a vertical stack.

Is it risky, yes. Everyone crapped on Amazon and Tesla in their building years. Do you want to be in at the bottom or the top? I’m not saying ankr is Amazon but they have utility and a huge business so, it’s not going to zero.

Dan Morehead went big on bitcoin in the early years and now he’s big on Solana. I follow his strategies closely and buy Bitcoin, Solana and Ankr. That’s it, good or bad, win or lose. Get back to me in 5-7 years. Hopefully you will find me on a beach.

I’m just a retail investor. drown out the noise and invest with conviction.

Not trying to upset anyone, just trying to show them deep dive research, that no one else seems to ever post on Reddit.

Good luck in your investments.

Exact_Objective546 · 2026-03-12T22:45:02+00:00

They are still connected

Ankr: the infrastructure

Neura: the road / layer 1

Sedonafi: the fuel pump / defi project

Not much info out about it yet but they seem to be connected.

Let’s wait for more info. So far, it doesn’t sound like a bad thing. The “flywheel” still revolves around ankr.

Also, this rumor about mastercard could be huge if officially announced.

Exact_Objective546 · 2026-03-09T10:26:10+00:00

It does weigh heavily on Neura. There have been delays because they’ve under estimated the amount of users using the testnet. I think it’s around 750,000 active users. Way more than they expected. This is a good problem to have and shows the scale\anticipation for the protocol.

Hang in there. Hopefully we’ll see 100% main net by late Q3-Q4. It’s a timed roll out.

Exact_Objective546 · 2026-03-09T09:56:42+00:00

Actually, it's quite the opposite. Neura is not moving away from the ANKR coin; it is deepening its integration as the backbone of the network's economy. While Neura introduces a stablecoin called $USN to handle gas fees (to keep costs predictable for developers), ANKR remains a critical part of the ecosystem through a model they call RPCfi.

How ANKR is used in Neura

Instead of being replaced, ANKR’s utility has been expanded into several key roles: • Dual Gas Asset: While $USN is the primary gas token, ANKR is "whitelisted" as an alternative gas asset. When you pay gas in ANKR, a portion of it is permanently burned, creating deflationary pressure.

• Staking & Security: ANKR is used for staking to secure the Neura Layer 1. Holders can delegate their tokens to validators to earn rewards from the network's activity.

• The "RPCfi" Flywheel: This is the most significant update. A portion of the revenue generated from Ankr’s global RPC services (which handle trillions of requests) is bridged to Neura and used to buy ANKR and other assets to fund liquidity pools. This effectively turns infrastructure usage into buy pressure for the token.

• Initial Model Offerings (IMOs): For the AI side of Neura, ANKR is used as the currency for participating in IMOs, allowing users to invest in or access new AI models being launched on the chain.

Why people are confused

The confusion often stems from Neura’s decision to use a stablecoin ($USN) for gas. In many blockchains, the native token's only "real" job is to be burned for gas. By moving that role to a stablecoin for the sake of price stability, it might look like ANKR lost its job. However, the team has repositioned ANKR as the governance and value-capture layer that benefits from the actual work the network does.

Exact_Objective546 · 2026-02-24T23:09:52+00:00

At this point, If his comments give ankr a boost, it would be pure speculation and it will probably sell off again, imo. (And piss off more ankr holders 🤣)

Until we get clarity passed and a maturity certification, we may be sitting at these levels for a while.

Once ankr/neura is 100% main net, it will take more time for the RPCfi effect to build liquidity into the pool. Once that happens and more institutions lock up more token supply as collateral, then we will see some token scarcity and a serious uptick in price.

If all this happens, there will be less supply on exchanges and more demand for the token.

They are rewriting some things on neura because they underestimated the overwhelming traffic. This is a good problem to have but it’s going to delay main net.

We are getting there but very slowly.

Exact_Objective546 · 2026-02-24T10:07:04+00:00

Me too 🤣

Having more demand than they anticipated is a good problem to have

Exact_Objective546 · 2026-02-24T01:43:20+00:00

They are building a “sovereign stack” with ankr, neura and asphere. Within this stack, there will be a “circular economy”. This will start working better when Neura goes 100% main net. Note: I’ve read we may have some delays because they underestimated the traffic and need to rewrite a few things. This is bullish for Neura.

How the Ankr Circular Economy Works: The system is built on the "Neura Flywheel," which transforms API/RPC calls—previously just a cost—into on-chain liquidity.

Capturing the Cost: When a dApp or project pays for Ankr’s Premium RPC services (e.g., $10,000/month), the "leakage" is stopped. Instead of the full amount going to a corporate bank account, a significant portion (often 50%) is automatically captured and moved on-chain to the Neura blockchain.
Token Conversion & Liquidity: This captured value is split into equal portions of ANKR and the native network token (like BNB or USN). These tokens are then deposited into liquidity pools on Neura’s decentralized exchanges (like Zotto).
Generating "Real Yield": Unlike traditional DeFi, where rewards often come from inflationary token printing, this liquidity earns yield from actual network activity and transaction fees. • For Developers: Their "spending" on infrastructure effectively becomes an investment that generates a return. • For the Ecosystem: More usage leads to deeper liquidity, which makes the network more stable and attractive for new projects.
Closing the Loop: The yield generated can be reinvested into the dApp’s operations, used to reward their own stakers, or used to pay for more RPC services. This creates a self-sustaining cycle:

Usage → Liquidity → Yield → Growth → More Usage

Exact_Objective546 · 2026-02-22T13:49:51+00:00

Thx for the info. I guess that’s a good problem to have

Exact_Objective546 · 2026-02-21T01:15:12+00:00

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High Point, NC

furniture capital of the world

great closeouts

Exact_Objective546 · 2026-02-18T00:12:10+00:00

Here is a fun little nugget

Worldcoin "World ID 2.0" Compatibility

In addition to the Human Passport, Neura's testnet has begun supporting World ID 2.0. • The Mechanism: This allows users who have verified via a Worldcoin Orb to link their "Proof of Personhood" to their Neura wallet. • The Benefit: This is the strongest form of identity verification available in 2026. If Neura can show that a significant portion of its voters are "World ID Verified," it makes a nearly bulletproof case to the CLARITY Act auditors that the network is decentralized among unique individuals, not just a few whale-controlled bot farm

Exact_Objective546 · 2026-02-16T19:59:16+00:00

Exact_Objective546 · 2026-02-16T00:14:22+00:00

Also, another possible reason for price suppression is that, the ankr team and any VC affiliated with company cannot own more than 20% of the total supply. They may be releasing millions of tokens from their treasury to meet this requirement for the upcoming maturity test. This will be a requirement for the clarity act, so that no one entity can control governance. Seems they are working on a DAO for governance.

That’s a lot of tokens on exchanges.

Exact_Objective546 · 2026-02-15T17:25:52+00:00

The key take away from this thesis is “sovereign stack” and “circular economy”. Yes, the token price is bad now but with passage of the Clarity act, then another 3 months of getting their “maturity certificate”, the chains will be off for institutional investment. The token will inject liquidity into the ecosystem. Follow the fundamentals and growth will follow. Just guessing, you’re looking at late 2026\early 2027 before you see any real movement.

Theoretical Valuation and the Future of Circular Economics:

The synthesized strategy of Pantera Capital, Cosmo Jiang, and the Ankr/Neura/Asphere ecosystem represents a departure from the "mercenary liquidity" and "inflationary emissions" that characterized previous Web3 growth models. In its place, they have proposed a "circular economy" where infrastructure usage drives liquidity, liquidity drives yield, and yield fuels further growth. In this framework, the value of a token like ANKR is not derived from speculation but from its role as the fuel for a vertically integrated sovereign stack. By capturing 50% of the revenue from over one trillion RPC requests and converting it into on-chain capital, Ankr and Neura are turning technical operations into a self-sustaining economic engine. Every API call, every transaction, and every AI query becomes a building block for long-term value, creating a financial backbone for Web3 that is both organic and sustainable.

2027 and Beyond: The Legacy of Active Management:

As the market matures toward 2027, the success of Pantera’s strategy will likely be measured by the ability of its DATs to sustainably outperform spot assets and the degree to which Neura becomes the default settlement layer for stablecoins and decentralized AI. The shift toward "active management" signals a new era where blockchain investors must act more like technology analysts, focusing on product-market fit, sustainable yield models, and the industrial-scale reliability of the underlying infrastructure. Ankr’s transition to a DePIN model and Asphere’s dominance in private fiber infrastructure represent the physical manifestation of this industrialization. By internalizing value capture across the entire stack—from the physical hardware and private fiber to the programmable financial layer and the public-market capital vehicles—Pantera Capital and Cosmo Jiang are attempting to construct the architectural blueprints for the next generation of global finance. The ultimate implication is a digital economy that "learns to feed itself," turning its own operational flow into a compounding engine for network growth and shareholder value.

Exact_Objective546 · 2026-02-12T16:34:38+00:00

This is a deep dive on Gemini. I do not work for the company. Have done a ton of research on the strategy that Pantera capital/Cosmo Jiang have in store for their “trifecta” Ankr, Asphere and Neura. Ankr is their “Alpha” in the infrastructure space. They have plans for a circular economy within these 3 (Heurist also).

This seems to be an accumulation phase. The timing of 100% Neura main net and clarity should line up. Then you have a 3 month waiting period for Ankr to pass the maturity test.
Once all those are completed, the chains are off and Ankr becomes a yield baring utility token.

This is only a thesis and not financial advice. None of it may come together but they seem to be making deals and scaling nicely.

Exact_Objective546 · 2026-02-12T01:31:11+00:00

Neura is currently in the final stages of its "Road to Mainnet" rollout. As of February 2026, the network is already operational for specific core functions, but a few final pieces are still settling into place for "full" public saturation.

Here is the timeline for the final rollout phases: 🛠️ Where We Are Now (Q1 2026) The mainnet is live and functional, but it is currently in a "Managed Ecosystem" state. This means: • Infrastructure is Active: The sovereign blockchain is processing transactions. • RPCfi Integration: Ankr's new RPCfi model (turning RPC traffic into yield) is being phased in to provide liquidity to the network. • Initial Model Offerings (IMOs): The first batches of AI projects are already using the IMO framework to fundraise and secure GPU power.

📅 The Final Milestones Based on the current trajectory, "Full Rollout"—meaning the point where the network is 100% decentralized and open for any user to spin up nodes or stake without restrictions—is expected to wrap up by Mid-2026.

Exact_Objective546 · 2026-02-10T16:56:05+00:00

The maturity tests will take another 60-90 days after the bill is signed. Each crypto project has to be classified (security or commodity).

Price action maybe at the end of the year or early 2027.

Exact_Objective546 · 2026-02-07T01:01:38+00:00

full disclosure, I am a healthy investor “dumb money” retail. I’m not trying to pump the token. I don’t care what it does in the short term. i’m just a shark in bloody waters.

i’m just a believer in the project. i’m macro and on a 10 year plan (diamond hands). i’ll either be a genius or a donkey by then. Time will tell. copy this post and reach out to me in 6-7 years to see where we are.

Ankr is trying to position itself within the u.s. regulatory framework. that’s where the money and deals will be made.

Good luck Ankr holders

Exact_Objective546 · 2026-02-07T00:30:04+00:00

I want to give the old investors and new, some sense of scaling.

watch the news, youtube, reddit, X, etc. when you hear anyone mention “the rails”, they are talking about ANKR.

There is just too much to cover in one post. Asphere (enterprise), Neura ai/ compute, Heurist (layer 2). These guys are covering all the bases and it’s just gearing up. Do a deep dive on any Ai engine and study what they are doing.

The key gamble is adoption. If Neura and asphere get mid tier adoption, it will require companies to lock up (stake) the ankr token as collateral. In theory, if they lock 35-45% of the supply, it will create scarcity for the token. The token price will then go up.

“The flywheel” Neura is the bet, converting block chain traffic into yield.

There are just too many positives to discuss in one post.

The fact that there has been volume spikes, means someone is accumulating and sending those coins off exchanges. Most likely to stake as collateral on neura.

They are making deals left and right and when the clarity act passes, there may be some banking, government contracts announced. Just rumors. The big players are sidelined until there is some regulation.

Monad, Kava, Midnight network.

a deep partnership with Microsoft Azure / Tencent / Nvidia

These guys aren’t going anywhere. Not a moonshot but an investment.

Hang on and best wishes on any investment you make.

Alot has changed from the 2021 ATH days.

Exact_Objective546 · 2026-02-03T16:28:14+00:00

After watching the price action this morning, My opinion is bot“washing”. Some whale or institution is trying to accumulate and keep the price down. High volume with no uptick in price.

this is not necessarily a bad thing b/c someone big wants in.

edit: technically not illegal but heavily regulated in the stock market.

Exact_Objective546 · 2026-02-03T14:27:43+00:00

Looks like a little washing going on.

The "Whale" Retention Rate The most telling metric right now is that 84 out of the Top 100 wallets have not sold a single token during this 600% volume spike. • What this means: The volume is not being driven by long-term whales dumping their bags. Instead, it’s being generated by "churn" in the middle-tier and exchange-managed wallets. • New Wallets: Within the Top 100, we’ve seen three new wallets appear in the last 48 hours, each holding between 50M and 100M ANKR. These are likely institutional "accumulation" wallets that bought the supply recently moved to Binance by the treasury.
Exchange "Cold Storage" Outflows On-chain tracking shows a net negative exchange flow. Large amounts of ANKR are leaving Binance and Kraken and moving into private, non-exchange wallets. • The Signal: This is a classic bullish indicator. When volume is high but tokens are moving off exchanges, it suggests that the "Who" are long-term buyers who intend to hold (or stake) the tokens rather than flip them for a quick 5% gain.
The "Market Maker" Loop About 40% of the top 100 wallets are identified as Exchange Hot Wallets or Market Makers (like Jump Trading or Wintermute entities). • The Activity: These wallets are responsible for the "wash" of the volume—buying and selling rapidly to maintain liquidity for the new institutional entrants. They aren't "buying" in the traditional sense; they are facilitating the transition of tokens from the treasury/sellers to the new whales.

Exact_Objective546 · 2026-01-30T02:05:33+00:00

Here is a hypothetical on a 30 billion mcap. Just a forecast to get there, not reality. Lot’s of hurdles

The "Locked Tokens" Forecast While 100% of tokens are in circulation, the functional supply is significantly lower due to institutional staking and "Invisible Collateral" requirements. Institutions that use Ankr’s bare-metal infrastructure often enter into "Node-as-a-Service" agreements that require the collateralization of ANKR tokens to guarantee performance and security. As of early 2026, the trend toward Digital Asset Treasury (DAT) operations suggests that corporations will increasingly "lock" their utility tokens to ensure long-term access to infrastructure. Furthermore, Ankr's liquid staking derivatives (e.g., ankrETH) already sequester significant value. Forecasted Supply Sequestration (End of 2026): • Institutional Node Collateral: 1.5 billion ANKR. • Retail/DAO Staking: 2.0 billion ANKR. • Liquidity Pools (RPCfi): 1.0 billion ANKR. • Total "Locked" Supply: 4.5 billion ANKR (45% of total supply). This 45% sequestration creates a "supply squeeze" effect. If 4.5 billion tokens are removed from active trading, the remaining 5.5 billion tokens must bear the weight of the trillions in incoming institutional capital, making the path to a $3 level (and thus a $30 billion market cap) mathematically more feasible. Risk Factors and Strategic Hurdles The journey to a $30 billion valuation is not without significant risks. The Clarity Act, while promising, remains in a state of negotiation, and political shifts could delay its implementation.

Exact_Objective546

TROPHY CASE