Anyone Protocol: the indisputable bull thesis
Hey, friends!
Todayโs newsletter is a sponsored deep dive into Anyone.
The Anyone Protocol is the essential DePIN infrastructure that enables anyone to enjoy seamless privacy and data control, supported by on-chain incentives and signature hardware.
The Anyone protocol is the universal solution to the mainstream online privacy problem.
Anyone Protocolโs vision is to provide a decentralized privacy solution that can be trusted, a solution that will be used, a solution which is propelled forward not only by its technology but also by an impassioned community.
More about it below.
Anyone Protocol: the indisputable bull thesis
Many people remember ATOR, which was the best performing new altcoin of 2023. ATOR had an indisputable bull thesis โ Tor was the backbone for crypto adoption (indeed, referenced by Satoshi himself) and ATOR was rapidly scaling the relays that powered it. As the crypto for Tor, ATOR would influence millions of users and become easily the most used protocol in web3 โ certain to be valued at the tens of billions.
In response to ATORโs rapid growth, Tor changed their policies to remove ATOR and since then, they have been quietly building their own Tor-like network. Now rebranded to Anyone, they already control one of the largest and fastest onion routing networks in the world โ incentivized and decentralized by design.
The opportunity created by the ATOR project now presents itself again, and the bull thesis for Anyone is not just indisputable- itโs bigger than it ever was. Today, I present the cumulation of my research into Anyone Protocol.
The USP Across Web2 and Web3
Anyone is building the DePIN privacy layer for the internet, a decentralized traffic-routing network that leverages onion routing. Unlike traditional VPNs and most dVPNs, the Anyone Protocol eliminates the need to trust any centralized servers by encrypting data packets multiple times across different relays. This is the same technology popularized by Tor, but supercharged in speed, decentralization, and accessibility. And unlike Tor, which was mainly accessed by a browser, Anyone can be connected to any app or even within code through their SDK.
In other words, Anyone is an entirely new paradigm for internet privacy. They offer a superior product to VPNs/dVPNs โ where routine hacks and leaks make users increasingly wary of providersโ โno log policiesโ. But they are also creating a market of their own - enabling developer tools that scarcely exist elsewhere to add trustless privacy to any app. ย
The Most Used Protocol in Crypto?
The total addressable market for Anyone is astounding โ multiples bigger than the entirety of web3 itself. Everyone uses the internet, and even non-web-natives understand the scale of corporate tracking and profiling. With an offering that stands out among the thousands of VPNs, and simplified ways of delivering privacy (directly within apps without changing the user experience, and through plug-and-play hardware to protect your entire home). Anyone has a real chance of acquiring a chunk of billions of internet users.
Today, before the release of their Desktop and mobile apps, the Anyone Network already has 10k daily active users. The team is highly experienced with building out mainstream apps. CTO Dr Andrzej Tuchoลka was a founding member of Tuenti, one of Europeโs social media with over 30M users at peak. And their latest hire โ Benjamin Erhart โ was the developer of Torโs Android app - ORBot - with over 10M downloads on Android. Imagine when he releases the equivalent iOS and Android apps for the faster, more customizable Anyone Network! If Anyone was to hit just 1M daily active users, 1/10th of Torโs current userbase, they would become one of the most used protocols in the history of crypto.
Rapid Growth of the Network
Anyone is one of the fastest growing DePIN networks, with an inherent advantage over other DePIN projects โ the barriers to contributing are very low. They utilize a unique incentive model built on Arweaveโs AO where anyone can earn passive income for running relays on existing servers or Anyoneโs own hardware.
With over 5500 total active relays, Anyone is well on the way to flipping the Tor networkโs 8000, all with one of the lowest inflation rates in DePIN. They are gaining advantage over advantage over the Tor network, with the potential for massive mindshare.
Revenue and Token Value Accrual
Anyone is primed for some incredible product-market-fit, but how does this relate back to the token, and what about revenue? Anyone recently announced the incentives for delegated stakers; any token holder can stake their tokens to secure the network by backing trusted relays.
Stakers passively earn a portion of all the relay fees, but more significantly are also paid fees from all paying users for providing this economic security. Anyone will have freemium model, maintaining a free tier for people to onboard to the network, but subscription fees for all recurring users and apps.
As Anyone starts to grow, even with just 10,000 customers paying just $10 a month for a superior privacy product, Anyone would generate 1 million dollars in revenue for stakers a year. At 10% of supply staked, this equates to a 50% yearly return on tokens at current prices, without accounting for any speculation, indicating astronomical room for growth.
There are numerous other utilities for the Anyone token, including notably being locked for every operating relay and its use as a reward token, but also governance, acquiring .anon domain names, and hidden service hosting.
Should I Run an Anyone Node?
Now could not be a better time to get involved in running a relay in the Anyone Network. With no requirements besides having an internet bandwidth and IP address, there are over 15 million USD in rewards up for grabs.
The team has arranged extremely lucrative rewards for running hardware nodes in particular, with 30% of all rewards dedicated to a very small number of units. At current emission rates, users can make back their cost in 3 months with a planned 4x increase in total rewards for everyone by Q1 2025. Get your hardware now for both the best DePIN rewards and a privacy protecting device in the home - at https://anyone.io/shop
The Path to Mass Virality
Not only are the fundamentals extremely solid for the medium and long term, but the nature of the Anyone token means it is already on the path to mass virality now. They are the closest project to Helium in 2021, with a beautiful retail-friendly device with substantial earning potential โ which has the potential to go viral and onboard thousands of people into crypto. And unlike the old HNT run, Anyone actually has a usable product with potential appeal to complete non-web3 minded individuals. It just takes one SDK integration โ in Telegram, Signal, a popular browser or app โ for Anyoneโs visibility to explode, a path that very few comparable tokens have. ย As a fair-launched project, the circulating supply is high with zero upcoming unlocks, which has also given it an extremely active, grassroots community. You wonโt regret taking part once youโre in.
Getting $ANYONE
In Q1 2024, Anyone ran up rapidly from $1.50 to $4 in a matter of weeks โ and the similarities to the present day are eery, only with bigger targets.
Acquiring the Anyone Token is possible in a number of ways โ it can be bought directly on Uniswap on ETH mainnet (with no tax/trading fees, which also makes it a good candidate for T1 listings). It is also listed on Kucoin, MEXC and BitGet.
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All right, thatโs it for today.
Stay safe in the markets, anon!
Ciao.
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