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Sharing what I read. Spans across different crypto verticals and sometimes macro too. Happy to discuss if you are keen on the same topics too! 🍪🥛 NFA. Views are my own. I’m just a cookie.
Ego: Financialize any portfolio on the internet
iirc there were a couple of projects working on similar ideas in the past
https://x.com/egodottech/status/1927725295034925411
Series of tweet on Loud’s mechanism and potential payout
https://x.com/0xbreadguy/status/1927684787461927318?s=46&t=ywALktyM5ZCyt-zigN5Big
Some thoughts on the potential flaws of Loud!'s mechanism
https://x.com/jinglingcookies/status/1927740935083032872
Neel is one of my smartest DeFi friend out there - check out what he has to say for 246 club, a novel take on DeFi lending
https://x.com/246_club/status/1927719337777041425?s=46&t=ywALktyM5ZCyt-zigN5Big
Catena Labs: AI agent identity verification
https://x.com/catena_labs/status/1927497495460081866?s=46&t=ywALktyM5ZCyt-zigN5Big
Good overview of the web2 robotics landscape
https://www.xmaquina.io/blog/the-robotics-companies-no-ones-talking-about-yet
Virtuals bring a very high EV environment right now
https://x.com/zacxbt/status/1927367900874035453?s=46&t=ywALktyM5ZCyt-zigN5Big
ChatGPT vs Claude vs Gemini
A hallucination competition
https://x.com/itsalexvacca/status/1927393691267690922?s=46&t=ywALktyM5ZCyt-zigN5Big
What's next in Crypto x AI
Great overview of the current crypto x AI landscape, and how
https://x.com/0x3van/status/1927581752345645476?s=46&t=ywALktyM5ZCyt-zigN5Big
Kortix: Agent that’s able to bypass paywalls
https://x.com/aibreakfast/status/1927468405059109298?s=46&t=ywALktyM5ZCyt-zigN5Big
Internet Native Value
https://x.com/AustinAdams10/status/1927385138763059477
MegaETH’s Noise making a lot of people money rn
It’s the best form of marketing
Glider: Automated portfolio management - seems to have more features than most of the previous protocols
I'm waiting for an invite code, will try it out
https://x.com/glider_fi/status/1927667649011663345
State of Verifiable Inference & Future Directions
https://equilibrium.co/writing/state-of-verifiable-inference#verifiable-inference-x-blockchains
Euler x Maple - Sigma duo fr
https://x.com/eulerfinance/status/1927711506017235233?s=46&t=ywALktyM5ZCyt-zigN5Big
Geodnet is working on verticalizing the stack for robotics
https://x.com/geodnet_/status/1927360349692391612?s=46&t=ywALktyM5ZCyt-zigN5Big
Understanding AI Verification: A Use Case for Mira
https://messari.io/report/understanding-ai-verification-a-use-case-for-mira
Palantir Startup Fellowship Cohort #000
https://x.com/mens_aurelius/status/1927405079188889932?s=46&t=ywALktyM5ZCyt-zigN5Big
Why Robotics Will be a Trillion Dollar Industry (and How Crypto Fits In)
Good piece to understand the state of robotics infrastructure and highlights a couple of web3 projects in this space
• NRN
• Frodobots
• XMAQUINA
https://roboticalpha.substack.com/p/why-robotics-will-be-a-trillion-dollar
Understanding Loud!
https://x.com/2lambro/status/1927409005145571442
Understanding Euler v2
https://x.com/WinterSoldierxz/status/1927307658878488685
Variant Fund Crypto x AI Demo Night
Plastic Labs: Personalization through memory across applications
Pluto Labs: Securing user accounts with TEEs
Tribute Labs: Automation with AI
Livy Labs: Provenance protocol
Flower: Federated learning
https://x.com/jphackworth42/status/1927355269329158233
Some fundraises
Ducat - BTC native stablecoin - $1.5 million strategic round
Beam - stablecoin payment service provider - $7 million
Many things happened in the market today
Semi unwell - will collate the news tomorrow
TRUMP MEDIA ANNOUNCES ABOUT $2.5B BITCOIN TREASURY DEAL: BBG
Читать полностью…
Templar introduces Gauntlet to incentivise training of LLMs
Details in the thread about its architecture
https://x.com/tplr_ai/status/1926944611462725710?s=46&t=ywALktyM5ZCyt-zigN5Big