Ticker hub

$ANKR

10 pieces · Mar 2024 to May 2024

Sectors

AI7 DePIN6 L1/L23 Bitcoin3 Ethereum1 Tooling1

Search every mention All tickers

Coverage per year

102024

Price and coverage

Ankr Network $ANKR

Calls: 8 bullish
Since first call, bullish: −91%
Since latest call, bullish: −92%
Now: $0.00422

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $ANKR

Thesis30 Mar 2024Ankr's Neura chain and IMOs: the ANKR bull case for AIDescribes Neura as a Cosmos SDK, EVM, IBC chain secured by BTC via Babylon that coordinates a GPU marketplace, and argues IMOs and a possible ORA tie-up make ANKR, at $540M FDV, undervalued versus AI peers.Breakdown26 Mar 2024Ankr and Neura: AI chain with GPU network, IMOs and BTC restaking securityBreaks down Neura, a Cosmos SDK EVM chain acting as a coordination layer for Ankr's distributed GPU network, with Initial Model Offerings for fractional AI model ownership and security from Babylon-staked BTC. Argues ANKR at about $500M FDV is undervalued versus billion-dollar peers.Thesis06 Apr 2024ANKR as a multi-narrative play at a $550M FDVArgues ANKR gives exposure to RaaS, DePIN, AI via Neura, BTC liquid staking, EigenLayer node infra and RPC at a $550M FDV. Compares with AltLayer ($5B), Render ($5B-$10B), ether.fi ($5B) and Lido (>$2B) to call it undervalued.

Timeline · every piece, newest first

2024 10

18 May 2024Why Ankr RaaS can win the app-chain summerArgues Rollup-as-a-Service is the catalyst for app-chains and Ankr will gain share because it already runs a global node and RPC network, unlike nascent competitors. Lists supported stacks (OP Stack, Orbit, ZK Stack, Fluentbase, Polygon CDK) and DA and interop integrations.ThesisL1/L2DePIN

23 Apr 2024Neura: Ankr's AI base layer and the IMO flywheelArgues Neura, an EVM Cosmos SDK chain by Ankr secured with staked BTC via Babylon, can become the hub for AI Initial Model Offerings. Cites Ora's OLM IMO doing 50x and a $100K grant pool as the start of a builders, IMOs, investors flywheel.ThesisAIL1/L2

10 Apr 2024Ankr in the EigenLayer ecosystem: restaking, operators, RaaS and RPCLays out Ankr's four EigenLayer touchpoints: ankrETH restaking, AVS node operation, rollup-as-a-service on EigenDA and RPC. Argues the breadth makes Ankr the main address for builders of AVS infrastructure and rollups.BreakdownEthereumTooling

06 Apr 2024ANKR as a multi-narrative play at a $550M FDVArgues ANKR gives exposure to RaaS, DePIN, AI via Neura, BTC liquid staking, EigenLayer node infra and RPC at a $550M FDV. Compares with AltLayer ($5B), Render ($5B-$10B), ether.fi ($5B) and Lido (>$2B) to call it undervalued.ThesisAIDePINBitcoin

01 Apr 2024Five AI tokens for 2024: Neura/ANKR, io.net, Hyperspace, Ritual, BlocklessPicks five AI plays for 2024 with links to prior deep dives, and expects IMOs on Neura to deliver 100-1000x multiples as in past ICO and IDO manias. The author holds a large ANKR position.Market takeAIDePIN

30 Mar 2024Ankr's Neura chain and IMOs: the ANKR bull case for AIDescribes Neura as a Cosmos SDK, EVM, IBC chain secured by BTC via Babylon that coordinates a GPU marketplace, and argues IMOs and a possible ORA tie-up make ANKR, at $540M FDV, undervalued versus AI peers.ThesisAIDePINBitcoin

26 Mar 2024Neura IMOs: tokenized AI model offerings on Ankr's AI chainExplains Initial Model Offerings on Neura: developers tokenize AI models using ERC-404 and ERC-7641 for fractional ownership and revenue share, with purchases made in ANKR. Compares IMOs to last cycle's IDOs.ExplainerAIL1/L2

26 Mar 2024Ankr and Neura: AI chain with GPU network, IMOs and BTC restaking securityBreaks down Neura, a Cosmos SDK EVM chain acting as a coordination layer for Ankr's distributed GPU network, with Initial Model Offerings for fractional AI model ownership and security from Babylon-staked BTC. Argues ANKR at about $500M FDV is undervalued versus billion-dollar peers.BreakdownAIDePIN

21 Mar 2024Ankr as a DePIN node network supporting on-chain AIArgues Ankr is an overlooked DePIN with bare metal servers in 25-plus countries serving RPC traffic, adding partners such as IoTeX, Storj and Tencent Cloud, and positions it for on-chain AI at about $420M FDV.ThesisDePINAI

19 Mar 2024Ankr as the liquid staking layer for Bitcoin via BabylonThesis that Ankr will issue LSTs for BTC staked through Babylon, mirroring ether.fi and Kelp on EigenLayer, with BTC's $1.2T mostly idle market cap as the addressable base. Compares Ankr's FDV with EtherFi and Lido.ThesisBitcoinDeFi

Often covered with

Ankr16 Neura7 Babylon21 Celestia145 EigenLayer110 EigenDA60 ether.fi16 Optimism61

Working together

Research, advisory and builds for deep-tech teams.

View CV A1 Research