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https://twitter.com/jinglingcookies Hey everyone, I love to research into various crypto verticals - anything and everything fun I’m from the Monad ecosystem team - if you are building something cool, do reach out! 🟣

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I recognize that I need to improve in writing - thoughts are not yet being presented sufficiently clearly

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The Agentic Transformation: Navigating AI's Reshaping of Business and Society

Incredible piece - check the thread for a summary

https://x.com/jinglingcookies/status/1931600863925358731

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Agentic Commerce: A Fresh Look at Consumers, Merchants, and Payments

A good piece that lays out the factors to be taken into consideration with the rise of agentic commerce

Talks about what businesses should do to keep their 'mindspace' in AI systems

Highlights the features needed for agents to carry out transactions
- Agent identity
- Autonomy levels
- Real time alerts

https://substack.com/home/post/p-165204428

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How AI Changes Customer Acquisition

https://www.digitalnative.tech/p/how-ai-changes-customer-acquisition

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The Evolution of Digital Advertising

https://www.generativevalue.com/p/the-evolution-of-digital-advertising

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Questions to be asked around decentralized training

https://x.com/kenjonmiyachi/status/1931382975674888237

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Growth Buyouts

Concept of roll-ups in investing here by Elad Gil

Think of it as low-cost acquisiton to either expand / accelerate a company's business

https://docsend.com/view/563h94g4wztewbcm

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AI Agent Ecosystem Map

https://x.com/lukesophinos/status/1930984287668707620

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Figure's improvements to its Helix neural network

https://x.com/jinglingcookies/status/1931497846265794718

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Elaborated on the problems of accountability apps (where you place a stake), and ideated around the potential features that can help increase users

https://x.com/jinglingcookies/status/1931496785404661780

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Everyone says AI companions will scale in terms of demand

I’m not here to argue against that, but how are we training the companions to be like humans not in terms of ability but emotionally

For example, a child wants their companion to have as high energy as Speed, how do they do that, how do they channel the emotion?

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Insights on the 25x over subscription on $CRCL

https://x.com/admff492/status/1930992477877539213?s=46&t=ywALktyM5ZCyt-zigN5Big

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Custom Capital Markets by Doppler

Allows various kinds of assets to be issued onchain

https://x.com/howdymerry/status/1930353476522901677?s=46&t=ywALktyM5ZCyt-zigN5Big

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Sign-up pages: marathon, gym, ClassPass

Checkout pages: supplements, fitness equipment

This also expands the market for opposite bet takers - instead of only relying on people you know

This will eventually become a collection point for consumer data

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Zaha: Crafting hook architecture and DeFi apps for Uniswap v4

Starting off with TWAMM for restocking DAO treasury - buying back tokens without slippage

https://x.com/patel0phone/status/1930662766182068528?s=46&t=ywALktyM5ZCyt-zigN5Big

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The Right Fuel: Why Quality Data Is Everything in AI Systems

Good piece on data in AI systems - those that are fed for training, and those queried for answers

https://substack.com/home/post/p-165440891

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Retention of individual creator personality is going to be important

https://x.com/jinglingcookies/status/1931594248014663858

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The AI doesn't distribute for you

You find the distribution, and the AI compounds it for you

https://x.com/jinglingcookies/status/1931591669389938944

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Agentic Commerce: When AI Does the Shopping for You

Utility-based agentic commerce
1. Price comparison agents
2. Negotiation agents
3. Taste agents

The shopping site that wins is the one with the most metadata that can be parsed by agents

https://www.digitalnative.tech/p/agentic-commerce-when-ai-does-the

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Tether Financial Model

https://x.com/jonbma/status/1931462314915676613?s=46&t=ywALktyM5ZCyt-zigN5Big

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Help mi make a comeback on Loudio

For the sake of mi familia

https://x.com/jinglingcookies/status/1931512241079410754

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Brief overview of the shortcomings of teleoperation and simulation

Julian seems to be working on generation of world models through human videos (e.g. vlogs)

https://x.com/JulianSaks/status/1931403455484379292

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Upside

Interesting - seems like a prediction market where you bet on what the upside is for tweets

Waiting to get on the waitlist

https://x.com/UpsideFun

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Robots improve upon increase in no. of training data hours

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When my planned long run gets cancelled because of rain

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Genuinely curious how Tether runs their firm

It just seems like peak efficiency

• Low no. of employees
• Impressive product adoption
• Speedy geographical expansion

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Great comparison between Plasma and Stable

Takeaway is that the UX friction on both chain seems to be p high

https://x.com/0xdiplomat/status/1930844561724821798?s=46&t=ywALktyM5ZCyt-zigN5Big

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The key is to make it as seamless as possible

For example

‘Bet $1 that you will stick to your training plan?’

Of course the difficulty here is in measuring output - what oracle do we use

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Problems with habit based apps with accountability features

Alex raises a good point though - maybe what we need is to embed at ToC endpoints that will get users to use it

Example, user is buying protein powder - bet on working out three times a week

https://x.com/jinglingcookies/status/1931479885022994834?s=46&t=ywALktyM5ZCyt-zigN5Big

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Model stacking doesn’t work

https://snimu.github.io/2025/06/07/model-stacking-doesnt-work.html

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