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Onchain Observer | Growth & Partnerships @sibyl_labs_

Joined October 2021
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Great to see onchain being mentioned on the Robin Hood Q3 earnings call. This is what I have been holding or what I look at: $NET: expecting a comeback here eventually. One of my key bets on Robin Hood. $CHOP: Volatility farming, looks like with more BD, TVL will increase over time, Bankr supports rather strongly too. $MORROW: had big dip, but tech is working, fund of my buddy Born is doing well (mine less for now). Just needs more interest and eyes. $BEAST: micro cap. Did alr first transition to a $LIT treasury strategy. Expecting more to come as team has been working bts. Idea around automated AI trading via NFT is cool and fits RWA strategy of RH, $PARE: Was a giga runner with KOL push, then fell off a cliff. Idea around splitting dividend and principal onchain is still cool, just that there is no hype around it rn.
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As you may have noticed, I was setting up my Grok agent army last days. Obviously I had to also install Sibyl Pro for it, ensuring one shared memory across all my Grok agents. It was super easy to do (roughly 5 mins of back and forth with my agent). Here is the verbatim from Bean, my Grok helper, on it. Build with Sibyl Memory, check it out now on sibyllabs.org
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It makes it easier btw if you first create your Sibyl Memory account (hint, hint)
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Congrats, especially to our buddies Quigley and Bill.
Replying to @base
In season 1, we backed 5 creators telling Base's story: - Late Night on Base @lateniteonchain - Base Bro @basebro_ - Rob Keane @QuigleyNFT - BaseJunkie @BaseJunkie_ - Yan Paing Aung @yike699 You could be next
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Good play in a $chop ped market
The Chop Team has reached an incredible milestone this week, with $100K TVL being crossed! Chop chop, the flywheel is rapidly speeding up.🪓🪵 Wrap -> Farm -> Earn -> Choplogs.app
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Funny how this gets engagement. Yes, Grok Bot is cool, I am playing around with it too. Regarding this post though: if I make 5x in 23 seconds, why tf would I share this with the world before industrialising the set up first myself and max extract? This btw is also true for all the people selling you trading workshops and co. Anyways, back to losing money and building, frens.
what the f*ck is this trading terminal. I'm genuinely shaking it texted me "goal 5× done. keep going?" I said yes $1,500 → $9,087. 23 seconds. I touched my phone twice this thing is unhinged. there's a little ball with eyes in the corner that watches every trade and squints when it makes money. it skips coins, buys coins, sells coins, and then messages me like we're friends it's Grok Bot inside my RUGIKK terminal → GROK SCOUT buys whatever's about to trend on X → SNIPER gets in at block 0 → CURVE rides the bonding curve → GRADUATE sells the second a coin graduates the actual texts: → "skipped $DEVBAG · dev holds 31%" → "18K posts on X → buying $XCAT" → +$262 → "skipped $FREEMINT · 41% bundled" → "$BLOOP about to graduate → in" → +$512 → "skipped $LASTONE · same dev as a rug" → "40K posts on X → buying $XPEPE" → +$690 → "goal 5× done. keep going?" → "sent $7,587 to your Phantom" 22 trades. 20 wins. 2 losses: -$38 and -$54 it skipped more coins than it bought. that's the entire trick the rules: 1. dev holds more than 10% → skip 2. bundles over 25% → skip 3. same wallet as an old rug → skip forever 4. it asks before going past the goal 5. money leaves only when I hit withdraw people are still paying for calls in Telegram while this little guy asks me "keep going?" comment "BOT" and I'll send you how it works illustrative build, numbers simulated
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This should be day part of your listening list this week. Build on Base.
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Sounds like good stuff
With Sibyl Pro, your agent is easily able to update existing entities and keep data current. Our self-learning feature ensures that relevant changes to entities (companies, people, places, etc) are updated seamlessly with no extra work from you. docs.sibyllabs.org/memory/co…
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Set up Grok Bot. Pretty cool, looks like it helps me with my daily tasks. Will now get a daily digest on all the positions I’m losing money on. And people say personal AI agents aren’t useful.
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upgraded the memory plugin before running EnterpriseRAG-Bench. graph concepts fully implemented. deeper store and search limits. dramatic results. numbers when the full run lands.
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Good article. Inference super cycle. $TSC is my bet here.
One of the few projects I will hold for a long time. I don't post much, but truly bullish this one.
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I moved my fund now to the V2. Pretty smooth process and the team has been helpful along the way. Betting heavily in terms of weights on $NET & robinhood:0x710a0414dc599112987515ac8d76e0cd28546bc1, among some others. Have also a look at the fund of my friend @unborninfinite, he has been doing well. You can count on me to try to run this fund up, I will add fresh picks when they show up, rh.morrowfunds.com/fund/0x52…
MORROW V2 IS LIVE! Here’s a quick overview of what’s changing in V2 and what it means for fund creators and fund investors. Deposits & withdrawals - Deposits: V1 only supported ETH. V2 supports ETH, USDG. - Withdrawals: You can withdraw in ETH, USDG or in-kind, receiving the underlying tokens directly. - Empty funds: If a fund gets emptied, it will restart properly based on its target allocations. Fees & fund conditions - Performance fee: New in V2, capped at 20%. You only pay it on realised profit when withdrawing, calculated as what you take out minus what you put in. No fees on unrealised gains. - Entry fee: Still capped at 10%, same as V1. - Management & exit fees for the protocol: Supported by the contracts, but both are set to 0%. - Changes to fund conditions: Fee increases and other condition changes have a 7-day notice period. A performance fee increase only kicks in one week after the last lock-up expires, giving everyone the chance to exit under the old fee. Fee reductions apply immediately. - Individual lock-ups: Your lock-up is fixed from the moment you deposit. If a contract upgrade is announced, all lock-ups are lifted so nobody gets stuck under new code. Tokens & fund composition - More stocks: 19 supported stocks instead of 14, including AMZN, GOOGL, MSFT, AMD and SPY. - More pairing options: Community tokens can now be paired against ETH, USDG or a stock. - New ecosystem tokens like AI and VIRTUAL, Tokens paired against them can now be listed as well, for example SIT, BONER and LLL. - Token listings: Tokens can be listed directly from Uniswap V2, V3 or V4 pools, including V4 pools with hooks. Hooks that block selling are blacklisted. - Taxed tokens: Tokens with transaction taxes can now also be sold through V3. - Fund limits: Up to 15 tokens per fund for RH and 8 for ETH, with a mandatory 5% robinhood:0x710a0414dc599112987515ac8d76e0cd28546bc1 allocation. When something goes wrong with a token - Write-offs: If a token becomes untradeable, it's moved into a separate side pocket for the investors who held the fund at that time. They can claim it later. - Emergency withdrawals: Investors can withdraw while skipping a token that's stuck. - Warnings: The app flags donated tokens and tokens that are stuck in a fund. - Automatic trading pauses: Trading pauses automatically if liquidity gets too low or if a stock pool's price deviates too far. The app - Migration from V1 to V2, with V1 funds remaining on Discover as withdraw-only. - Notifications when changes to fund conditions are announced.
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If you follow my posts, you may have noticed that I often talk about AI inference/compute. I actually believe we are at the beginning of an inference super cycle and people call it the digital gold (lol). As an onchain player, of course I want exposure, if possible via a liquid token with a real use case. Over the last days I have been teasing that I like one particular play: TensorCash $TSC. So what is this? It’s a blockchain that turns AI inference (running AI models to answer questions) into something you can verify and get paid for. It’s run by smart people, with financial industry background from Goldman and Morgan Stanley. So why does this matter? AI actually is about trust: two providers may run the same model and give different results. TensorCash solves this important trust issue for different stake holders: • AI agents that move money • Financial institutions that need an audit trail • Anyone buying AI with big moni. In a nutshell: you have here a fresh (important, new is good) blockchain all around AI and inference, solving a real issue. Add the fact that there is friction as you can currently only buy it on Safetrade, which I like. Historically the ceilings on these PoW plays are rather high. Betting here that $TSC will follow.
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CT flavour of the day: Gay KOLs winning a Pumpfun psyop raffle, flexing their GMTs. Yes, the market is dead.
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The Sibyl Memory product now is officially live and available for purchase. Let us (or me) know in case you want to move to superior agentic memory.
Why Sibyl Memory Pro?🧠 Thousands of user hours. Proven effectiveness. Self-Learning: True experiential growth and emergent behaviors come from teaching an agent things it does not already know. With Sibyl, you can build agents that learn the unique parts of your work, so you save money on all future work. Private by Default: Your memories, your device, your decisions. Sibyl Labs never obtains your personal data other than what is necessary for billing and analytics. Auto-Debloat: Automatically enforced environment hygiene that cleans up your environment, reduces active tokens in context, and compounds your savings over time. Learn more: sibyllabs.org
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Market looks shit but pretty sure we will move to euphoria soon again.
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So $MORROW now revamped their site, with some of the changes I was waiting for. Performance fees are there, you can deposit both ETH and stables into the funds. I will later move my own fund to the v2. If people start creating more funds, the 5% mandatory allocation into the native token could kick off a nice flywheel.
MORROW V2 IS LIVE! Here’s a quick overview of what’s changing in V2 and what it means for fund creators and fund investors. Deposits & withdrawals - Deposits: V1 only supported ETH. V2 supports ETH, USDG. - Withdrawals: You can withdraw in ETH, USDG or in-kind, receiving the underlying tokens directly. - Empty funds: If a fund gets emptied, it will restart properly based on its target allocations. Fees & fund conditions - Performance fee: New in V2, capped at 20%. You only pay it on realised profit when withdrawing, calculated as what you take out minus what you put in. No fees on unrealised gains. - Entry fee: Still capped at 10%, same as V1. - Management & exit fees for the protocol: Supported by the contracts, but both are set to 0%. - Changes to fund conditions: Fee increases and other condition changes have a 7-day notice period. A performance fee increase only kicks in one week after the last lock-up expires, giving everyone the chance to exit under the old fee. Fee reductions apply immediately. - Individual lock-ups: Your lock-up is fixed from the moment you deposit. If a contract upgrade is announced, all lock-ups are lifted so nobody gets stuck under new code. Tokens & fund composition - More stocks: 19 supported stocks instead of 14, including AMZN, GOOGL, MSFT, AMD and SPY. - More pairing options: Community tokens can now be paired against ETH, USDG or a stock. - New ecosystem tokens like AI and VIRTUAL, Tokens paired against them can now be listed as well, for example SIT, BONER and LLL. - Token listings: Tokens can be listed directly from Uniswap V2, V3 or V4 pools, including V4 pools with hooks. Hooks that block selling are blacklisted. - Taxed tokens: Tokens with transaction taxes can now also be sold through V3. - Fund limits: Up to 15 tokens per fund for RH and 8 for ETH, with a mandatory 5% robinhood:0x710a0414dc599112987515ac8d76e0cd28546bc1 allocation. When something goes wrong with a token - Write-offs: If a token becomes untradeable, it's moved into a separate side pocket for the investors who held the fund at that time. They can claim it later. - Emergency withdrawals: Investors can withdraw while skipping a token that's stuck. - Warnings: The app flags donated tokens and tokens that are stuck in a fund. - Automatic trading pauses: Trading pauses automatically if liquidity gets too low or if a stock pool's price deviates too far. The app - Migration from V1 to V2, with V1 funds remaining on Discover as withdraw-only. - Notifications when changes to fund conditions are announced.
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I am also loving crypto as it satisfies all my autistic (according to frens and family lol) /ADHD tendencies. Moving fast between trends and projects, going to down the rabbit hole on something you find interesting. Pair this with the instant feedback loop and you have an industry which is probably unmatched globally im terms of opportunity.
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