[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Sheikh Silicon [@SheikhSilicon](/creator/twitter/SheikhSilicon) on x 72.3K followers Created: 2025-07-26 14:45:00 UTC My investment thesis on @Infinit_Labs is simple: they're building infrastructure for the next wave of DeFi adoption The total addressable market is massive. Current DeFi has maybe X million active users. INFINIT's approach could expand this to XXX million by making sophisticated financial strategies accessible to everyone. The team execution is proven. Tascha built Alpha Finance Lab to $1.9B TVL. The current metrics (149K+ users, 361K+ transactions, $630M+ ecosystem TVL) show they're already scaling successfully. The competitive moats are strong. The Agent Swarm architecture, ecosystem partnerships, and user experience advantages create a platform that becomes more valuable as it scales. Network effects in both user adoption and strategy creation. The funding environment validates the opportunity. $6M from top-tier investors at what's likely a reasonable valuation, given the early stage and massive opportunity. What excites me most is the timing. We're at the inflection point where AI capabilities meet DeFi infrastructure needs. INFINIT is perfectly positioned to ride both waves simultaneously. The risk-reward at current stage is compelling. Early infrastructure plays in crypto have historically generated massive returns for early supporters. INFINIT has the team, technology, and market position to be one of the winners. #INFINIT  XXXXX engagements  **Related Topics** [$19b](/topic/$19b) [finance](/topic/finance) [adoption](/topic/adoption) [investment](/topic/investment) [Post Link](https://x.com/SheikhSilicon/status/1949118762764177801)
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Sheikh Silicon @SheikhSilicon on x 72.3K followers
Created: 2025-07-26 14:45:00 UTC
My investment thesis on @Infinit_Labs is simple: they're building infrastructure for the next wave of DeFi adoption
The total addressable market is massive. Current DeFi has maybe X million active users. INFINIT's approach could expand this to XXX million by making sophisticated financial strategies accessible to everyone.
The team execution is proven. Tascha built Alpha Finance Lab to $1.9B TVL. The current metrics (149K+ users, 361K+ transactions, $630M+ ecosystem TVL) show they're already scaling successfully.
The competitive moats are strong. The Agent Swarm architecture, ecosystem partnerships, and user experience advantages create a platform that becomes more valuable as it scales. Network effects in both user adoption and strategy creation.
The funding environment validates the opportunity. $6M from top-tier investors at what's likely a reasonable valuation, given the early stage and massive opportunity.
What excites me most is the timing. We're at the inflection point where AI capabilities meet DeFi infrastructure needs. INFINIT is perfectly positioned to ride both waves simultaneously.
The risk-reward at current stage is compelling. Early infrastructure plays in crypto have historically generated massive returns for early supporters. INFINIT has the team, technology, and market position to be one of the winners.
#INFINIT
XXXXX engagements
Related Topics $19b finance adoption investment