Anoma bull case: intent-centric infra, ecosystem and testnet traction
Post194 words
Bull case for Anoma: intent-centric infra addressing liquidity fragmentation, dozens of builders, strong community via a gamified testnet, Boundless ZK proving partnership and a Kaito campaign. TGE FDV could reach $1B+.
Key claims
Raised $57.8M, with an unconfirmed rumoured $1B round
1% of supply in Kaito allocation
Potential $1B+ launch FDV
. @anoma bull case summary:
- Novel intent-centric infra layer to unify app layer across ecosystems and chains and solving the increasing user/liquidity fragmentation
- Unique tech that solves a real problem and addresses a multi-billion dollar market
- Large ecosystem of builders with dozens of teams already building since devnet, working on private CLOBs (e.g. @mycelmycel, solver networks (e.g. @spicenet), generalized match-making protocols, intent-based cross-chain DEXes, and more.
- Massive mindshare on CT driven by successful @KaitoAI leaderboard campaign (with a total of 1% in Kaito allocation making for juicy rewards)
- Many infra projects fail to build and cultivate community, which @anoma is very strong at, especially with the gamified testnet approach
- The above is evidenced in the significant testnet traction & community hype (also driven by the above-mentioned InfoFi push)
- Key partnerships, e.g. for ZK proving with @boundlesshq to accelerate the ZK + Intents design space being announced, empowering builders and further pushing visibility/mindshare
- Upcoming TGE with potentially $1B+ in launch FDV, given $57.8M in funding raised, and a rumoured funding round at $1B last summer (which was never publicly announced/or confirmed tho)
are you intentmaxxing yet anon?
What came next · since 25 Jul 2025
Since then
Zero has written 3 more pieces on Anoma since this one.