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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.
Would be good if Substack had a verification feature to show that the account belongs to the real person
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Looking for newsletter recommendations
Can be anything from crypto to tech to finance
https://x.com/jinglingcookies/status/1916324720909422636
Stablecoin B2B Payment is all about Workflows, not Payment itself
https://x.com/DeFi_Cheetah/status/1916099318324551690
With reference to: https://notes.mtb.xyz/p/b2b-payments-workflows
The Intelligence Curse
https://intelligence-curse.ai/
The ultimate starting point for going down the DeAI rabbithole
https://x.com/yb_effect/status/1915786955209482586?s=46&t=ywALktyM5ZCyt-zigN5Big
The Full DeAI Stack
https://x.com/0xprismatic/status/1915711889771819205?s=46&t=ywALktyM5ZCyt-zigN5Big
How zkTLS unlocks the next era of consumer apps
A series of ideas on where zkTLS can be applied
https://x.com/0xpratik/status/1915458861974380703
Ray Dalio: A US-China Beautiful Rebalancing
https://x.com/RayDalio/status/1915413443760337395
Dario Amodei: The Urgency of Interpretability
https://www.darioamodei.com/post/the-urgency-of-interpretability
Also one of the most consistent builders I know of
Check em out!
https://www.youtube.com/watch?v=1XF-NG_35NE&t=291s
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Listen Labs: AI that chats to users to find out what features they need
https://x.com/florian_jue/status/1915067274412831198?s=46&t=ywALktyM5ZCyt-zigN5Big
Maple: On-Chain Credit Powerhouse
https://x.com/jamesjho_/status/1914430292959416544?s=46&t=ywALktyM5ZCyt-zigN5Big
Good overview of Helium by Blockworks
https://x.com/blockworksres/status/1912936629297397960?s=46&t=ywALktyM5ZCyt-zigN5Big
This person working on irl reactions to trades seems quite fun
Makes the UX a lot more interactive
Adds in another element of obsession - 'I WANT TO SEE THE HAPPY PEPE'
Similar psychological effects as green and red
https://x.com/ripe0x/status/1916142452349485204
R²D²: Adapting Dexterous Robots with NVIDIA Research Workflows and Models
https://x.com/NVIDIARobotics/status/1915809052774567981
The Two Faces of AI Agents on the Blockchain
https://x.com/fourpillarsfp/status/1915735218864226683?s=46&t=ywALktyM5ZCyt-zigN5Big
Sui’s Ecosystem Map
https://x.com/xingpt/status/1915687265256473029?s=46&t=ywALktyM5ZCyt-zigN5Big
Some interesting Bittensor subnets
https://x.com/defi0xjeff/status/1915427721905398262?s=46&t=ywALktyM5ZCyt-zigN5Big
Beyond Tariffs: What the U.S. Can Learn from China's Industrial Playbook
https://x.com/wmhuo168/status/1915409431380070759?s=46&t=ywALktyM5ZCyt-zigN5Big
Seems like p gud stats on Maple Finance
https://x.com/jinglingcookies/status/1915603897982542270
Let's talk about Plasma, the T-chain
https://x.com/poopmandefi/status/1915377861894299690
Brahma Finance now allows agents to autonomously earn yields on your funds
These funds can then be used for offchain payments - all while allowing users to maintain custody
https://x.com/brahmafi/status/1915088541258019000?s=46&t=ywALktyM5ZCyt-zigN5Big
Cyber Fund: Agent Economy Stack
https://cyber.fund/content/agent-economy-stack
AlphaScan by Jupiter Pro
Aggregating tokens across launchpads
https://x.com/jupiterexchange/status/1915118484305870932?s=46&t=ywALktyM5ZCyt-zigN5Big
: : Initia: Entering the Multichain Garden of Eden
Written by Eren
- Initia is building a 'Multichain Garden of Eden' where thousands of appchains coexist harmoniously through modularity and orchestration, presenting an architecture composed of three pillars: Layer 1, Interwoven Rollups, and Interwoven Components.
- Initia Layer 1 serves as the ecosystem's central hub, managing transactions through the OPinit framework and orchestrating an integrated liquidity environment via Enshrined Liquidity and Minitswap, rather than functioning as a mere settlement layer.
- Interwoven Rollups are full-stack appchains specialized for various domains including DeFi, gaming, NFTs, and AI, providing developers with optimized execution environments without the burden of technology selection.
- Interwoven Components prevent fragmentation in the multichain ecosystem through economic connections via VIP, chain connections utilizing IBC and LayerZero, and product connections through integrated UI/UX.
- Initia has already onboarded more than 16 appchains at mainnet launch, establishing a new model that reflects both the potential and limitations of existing modular blockchains by ensuring autonomy while fostering close connectivity within the ecosystem.
▫️ Initia: A Multichain Garden of Eden Where Modularity and Orchestration Coexist in Harmony
▫️ Initia Layer 1: The Orchestration Layer
▫️ Layer2: Interwoven Rollups
▫️ Interwoven Components: Three Connectivity Linking Initia
▫️ Looking Ahead: Can the Multichain Garden of Eden be Realized?
Full Article (Twitter)
Full Article (Homepage)
FP Website | Telegram (EN / KR) | Twitter (EN / KR)
Dwarkesh Patel: Questions about the Future of AI
https://www.dwarkesh.com/p/questions-about-ai