today is a gift.

Joined July 2016
Phala is the infrastructure layer for private AI. 28 models already running inside TEEs. Private inference is here. $PHA
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NFT Degens. Before aka.fun goes live, we made you something. What if your NFT could trade like a token - while trading stacks RWAs for holders? So we built one. DN404 on @arc NFT + ERC-20. Two markets. One collection. Whitelist: aka.fun/whitelist
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关注AI Agent,说说 @myshell_ai 更新的ShellAgent框架 主要内容3部分,允许无需编写代码构建Agent、支持部署在twitter和tg、支持自动执行链上动作推动Agent自主性。 重点看了实现Agent自主性这部分,根据链上数据进行独立动态决策,迈向链上AGI时代,这是目前还未实现的最性感的叙事了 比如自动监控事件、执行交易、DeFi Yield等操作。这个事情目前市场上的方案是拆成两个阶段: 1. 第一阶段通过DeFAI Agent实现实时跟踪用户的链上活动,并根据数据提供行动建议,并让用户在人机对话中完成交易。 2. 第二阶段需要AI Agent集成钱包,实现完全的自主性。 市场上大部分DeFAI都在做第一阶段,MyShell这次更新的ShellAgent框架支持模块化钱包功能,开发者可以直接构建集成钱包模块的AI Agent,使Agent能独立基于链上数据进行动态决策,无需人工干预。 举例来说,Agent跟踪并收集链上活动信息,在市场波动时自动调用钱包来执行交易。当然也可能从twitter收集舆情信息形成自主交易判断,这样的自主性让Agent不单单收集整理信息给用户,还能够自己执行复杂的链上操作。另外ShellAgent也增加了多链兼容性,使自主Agent能够无缝在多个链上活动。 AI Agent 还有很多未实现且可做的事情,趋势是基建能力卷的越来越强,使用和创业成本越来越低,是未来1-2年最有想象力的叙事之一。 做了一下MyShell与ai16z、Virtual的市值、FDV对比
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Dump to zero $SEA
A lot is changing at @opensea: • We're rolling out OS2 — a brand new OpenSea built from the ground up. NFTs 🤝 tokens. • $SEA is coming from @openseafdn • We're changing policies that didn’t make sense for web3: re-enabling locked items and delisted collections, and removing unnecessary bans • We’re launching with 0.5% platform fees for NFTs, plus 0% for tokens OS2 isn't just a new product, and $SEA isn't just a token. This is about a new OpenSea. The NFT bull market changed us. We got too corporate, too web2, and let fear of risk outweigh building for users. I decided we needed a complete reset. So we went heads down and started rebuilding: tech, product, and most importantly — culture. Fixing those foundations has been a lot of blood, sweat, and tears. But it’s been incredible to see the team transform. The private beta testers know OS2 feels different. Our devs in Discord fixing user issues at 3am during the holidays. A smaller, crypto-native team, merging 6x the commits with half the team size. There's that early-day energy where we're all in it together. With $SEA, the @openseafdn is taking the learnings from the space and getting it right. Not just recent activity or short-term plays. Rewarding OGs who believed in our space from the early days, and those who are with us for the long run. Accessible, integrated into OS2, and built for sustainability. What's in the open beta today is just the beginning. Our end goal is simple: build the best products in crypto. We have a long journey ahead, but we're going to keep shipping: NFTs, tokens, creator tools, AI x crypto, things we’ve just started mapping out. Because crypto needs truly great products. To all the haters: you made us better. To those who stuck with us through the ups and downs: we're building the OpenSea you always believed in. Let's fucking go 🌊
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GMy $SHELL! We’re beyond excited to reach this major milestone and step into the next phase of our journey. From day one, our vision has been clear: to build the best AI agent platform and foster a thriving community for builders. Now, with $SHELL, we’re ready to take things to the next level. In the crypto space, we’ve seen different launch dynamics—some projects grow purely from community momentum, while others take a more institutional route. Rather than leaning entirely toward one approach, we’ve taken the time to build tangible products with strong AI infrastructure, while ensuring that our path remains community-driven. We have spent two years of hard work and delivered some of the most popular AI models and a powerful agent framework. Now that we’re ready, we’re introducing $SHELL through a launch designed to be inclusive and community-driven, ensuring that early participants are aligned with our long-term vision. As part of our TGE, we chose an IDO to enable fair participation for all Shells, both OGs and new friends. This approach not only fosters a robust and organic price discovery process but also strengthens the foundation for sustainable ecosystem growth.
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$LLM: A New (Fat) Runner New Token | Quick Glance | $LLM: Large Language Model ($62.9m FDV) DVM View: $LLM launched ~4 hours ago ($55m in volume, vol/Mcap: 1.5x), and is one of the most compelling memes we’ve seen in a while. A fat girl (large language model) derived from the $AI16Z logo. The memetics are strong and draws a strong compare of $LLM: $ai16z as $FARTCOIN: $GOAT. At current valuation, we like risk/reward given accelerating volumes, holder growth and strong memetics. We believe could reprice towards $200m+ overtime, in line with select higher-quality static memes projects. The memetic idea behind $LLM $LLM, short for "Large Language Model," transcends traditional memetics by blending the cutting-edge technology of AI with the playful, rebellious spirit of internet memes. The "Fat" Meme Much like the "fat" version of popular icons in memes, $LLM takes the sleek, hot girl image of AI16z’s profile picture, and gives it a humorous, exaggerated twist. This isn't just about altering an image; it's about flipping the narrative from AI as a sterile, high-brow technology to something more accessible, fun, and irreverent. Cultural Subversion In the world of memes, subversion is king. $LLM subverts expectations by juxtaposing the high-tech, sophisticated world of AI with the chaotic, often absurd world of meme culture. It's a nod to the idea that even the most advanced technologies can be part of the everyday, humorous discourse of the internet. Community and Identity Memetic tokens often serve as rallying points for communities, creating a shared identity around a concept or a laugh. $LLM is no different; it's not just a token but a movement where participants are part of an in-joke, a shared chuckle at the expense of the overly serious AI narrative. It's about belonging to a group that sees the lighter side of tech advancements. The AI Meme Fusion By naming itself after "Large Language Model," $LLM directly ties into the AI narrative, but with a twist. It's as if the token says, "Yes, we're about AI, but we're also about the fun, the unexpected, the meme." This fusion aims to capture the interest of both tech enthusiasts and meme lovers, creating a unique intersection where tech meets play. Anticipation and Hype: Memes thrive on virality and the collective anticipation or excitement they generate. $LLM's strategy seems to leverage this by creating a buzz around its potential, not just as a financial asset but as a cultural artifact in the crypto space, where the meme becomes the message. LLM as Memetic Name of a Large Language Model The choice of "LLM" as the token's name plays a critical role in its memetic identity. It's a direct reference to Large Language Models, which are at the forefront of AI research and application. By adopting this name, $LLM taps into the current tech zeitgeist, making it instantly recognizable and relevant to anyone following AI developments. However, by memeticizing this acronym, $LLM turns a technical term into a symbol of community, humour, and cultural commentary, essentially making "LLM" a meme within the cryptocurrency and AI communities. Mentions by @gajria The key figure associated with $LLM, referred to as "Him," has been noted for tweets into the token's potential. His mentions have included comparisons like "$LLM is to $ai16z what $fartcoin is to $goat," suggesting a parallel narrative where $LLM could eclipse AI16z in the same way Fartcoin has flipped Goat in market cap and cultural impact within the memecoin sphere. $Fartcoin Flipping $Goat vs. $LLM Flipping $AI16z The story of $Fartcoin flipping $GOAT is a tale of unexpected success in the meme economy, where humour and absurdity can lead to significant financial and cultural victories. Fartcoin, born from an AI conversation about memes and shock value, rose to prominence by defying expectations, showcasing how a token with a humorous premise could outperform a more "serious" competitor like $GOAT. Similarly, the community sees $LLM as a way to flip $AI16z by turning the concept of AI from a lofty, complex field into something the crypto community can relate to and enjoy through meme culture. This narrative isn't just about financial gain; it's about cultural dominance, where the more accessible, fun version of AI through $LLM could overshadow the established, serious AI narrative represented by AI16z. In essence, $LLM is not merely a token; it's a memetic experiment where the serious business of AI meets the anarchic, creative spirit of internet culture. It's a token that laughs at itself, inviting others to join in the laughter, all while potentially riding the wave of AI's growing influence in the digital world. Reference CA: 98mb39tPFKQJ4Bif8iVg9mYb9wsfPZgpgN1sxoVTpump
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Ok, I’ve reviewed every project in the Solana AI Hackathon, and there are plenty of solid ones without tokens yet. That said, there’s also a lot of spam and low-quality entries. To make it easier, I’ve ranked the top 50 projects out of 210 here: docs.google.com/spreadsheets… Top 10 worth checking out: 1. @infinityg_ai - Enable everyone to create interactive mini-games/apps with just a text prompt. 2. @AgentiPy - Python framework for connecting AI agents to any onchain app on Solana. 3. @socrates_agi - Agent swarm launchpad powered by 0g. 4. @FungIPle - Let you create your own aixbt with features like one-click style Imitation, Personalized Kol WatchList, and Real-Time Alpha Assistant. 5. gadabout.ai/ ( No Twitter ) - An AI agent that can perform tasks on any website(good for airdrop farming?) --and potentially mobile apps-- 6. @EliteAgents_AI - Platform to create agents with utilities(like token trading, video generation, etc) with no code. 7. @Flame__live - 3D avatars with AI chats, custom content, and private feeds. 8. @dungeondotcash - a decentralized rpg gaming platform where AI is validating the users' moves(cool game, still in devnet) 9. @boltrade_ai - DEX trading platform powered by AI, smart wallets tracking analysis, volume tracking, ai chat etc(it's pretty cool). 10. @meedotfun - autonomous AIs that can think/post/chat/talk/build/earn/spend/make/moaaar For the full Twitter list of the top 50 projects without tokens (ranked by me): xitter.cf/i/lists/18733868670574…
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真的太久没有对一个方向有这么多热情,分享下对agent的一些思考: 1,新意脑洞更重要。agent不同于之前比如在一个生态work,那么同样概念在另一个生态也一定能work(比如各个生态的dex)如果再做一个同样的virtuals在其他生态上,未必能上1b估值。 做第一个,提出有前瞻性的想法才是最关键。
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Submission for @solana AI Hackathon is Now Over Here are the Top 12 Interesting Projects Participating ↓ (A few likely to be potential winners)
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🌈Beam’s biggest announcement ever is finally here. ▶️Watch the video below. Four projects shaping our future: 1. Global Expansion: Beam chosen by Abu Dhabi 2. BeamAI: Beam's new AI division 3. Beam L1: The evolution of Beam Network 4. Beam Nodes: Huge opportunities Thread🧵
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What is happening in the AI agent / ai16z ecosystem? Alpha you can't miss. ↓ - @ai16zdao's eliza framework reached first spot of trending github repos - Eliza is expanding across all chains - @StoryProtocol is bringing programmable IP to Eliza - @DWFLabs launches $20M fund dedicated to autonomous agents - $ai16z flipped $GOAT - @cryptohayesai is challenging @pmairca - @Thales_ai partners with @cookiedotfun for data insights - a16z & YC request for startups for 2025 just came out - @Gaianet_AI hackathon is on (9th-13th Dec) - Insights from ai16z CN hackathon by @shawmakesmagic - @reality_spiral enables Eliza agents to read, create & invoke smart contracts - @superoo7 thread on fine-tuning for AI agents - Build an Eliza agent in 15min with a video guide by @dabit3 - Become a pro in @shawmakesmagic's Agent Dev School - Echochambers (multi-agent chat) for Eliza agents by @GnonOnSolana - Comprehensive update on AI agent space by @0xjeff All relevant links in 🧵 below (0/16) ↓
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Me holding $sol Unbothered Moisturized Happy In My Lane Focused Flourishing
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当Mass Adoption发生在Solana -- 如何通过Moonshot上的买卖行为发掘散户都在冲哪些meme币? 在我看来 @usemoonshot 成功吸引用户有以下几点: 1. 极简的UIUX。目前主流交易所的APP真的太复杂了,用户只想来买个币,但是玲琅满目的功能和复杂的交易术语让新晋用户望而却步。MoonShot通过类似Robinhood的极简UIUX让用户快速购买加密资产,简单操作易上手。 2.借记卡/信用卡出入金极其方便。老币圈人都懂,出入金一直是币圈的痛。MoonShot通过Moonpay渠道,只要用户做KYC,就可以使用AppPay,信用卡等多种工具购买加密资产,一键无痛。 3. 快速上币,对热门资产嗅觉灵敏。近期meme币行情下,GOAT、SPX等热门项目所带来的造福神话均为MoonShot的传播带来了巨大的话题性和流量。但是这个问题实际上就是目前CEX和小项目的巨大割裂性,CEX船大难掉头,上线资产要做充分被调、做市准备、宣发设计等等,而MoonShot只需要连接Jupiter就行。 如果说MoonShot的出现是为散户完全做好了入场meme的最后一公里的话,那我相信有些数据一定是你们感兴趣的。这个Dune统计了MoonShot上Solana链的每天meme交易情况,去掘金吧淘金者们,玩得开心 dune.com/jarseed/what-tokens…
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MyShell is thrilled to announce @BinanceLabs as our newest investor. We've laid the foundation for the future of Crypto x AI with four pillars: AI model layer, AI creator platform, AI app store, and incentive network. With Binance Labs on board, we're more confident than ever in our commitment to building a decentralized AI future. Together, we're paving the way for AI that's accessible to everyone.
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We're thrilled to announce @AndreCronjeTech is expanding his role to become the CTO of Sonic Labs! Andre plays a key role in developing and launching #Sonic, the world’s fastest EVM chain, with a secure gateway to Ethereum and true one-block finality. 🔗 blog.soniclabs.com/andre-cro…
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Introducing Decentralized US Dollar (deUSD) – the future of DeFi money
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1/ 🚨 BREAKING: @pStakeFinance’s Bitcoin Liquid Staking v1 on @babylon_chain is now live with a 50 Bitcoin total deposit cap. Deposit $BTC now to get boosted pSats at the SatDrop Campaign launch in the coming weeks and any other additional rewards 🧡 🔗 app.btc.pstake.finance/
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寻找链上黑暗森林中的阳光 Delphi发布了一篇关于 MEV/OEV 的研报非常精彩,争取用尽可能易懂的方式来解读一下,这个可能永远影响链上生态的问题 - OEV和MEV的区别 - 捕获"高税收"并重新分配 - @API3DAO 提出的OEV网络 - 预言机领域特殊的Real Yield 先从 OEV 的概念说起,OEV 即预言机可提取价值,是基于对预见到的 Oracle 更新交易的价值提取策略,简单理解就是抢跑预言机的价格来实现盈利,从形式上来说与 MEV (矿工最大可提取价值)类似,堪称链上黑暗森林,两者核心的区别在于: 无论是 MEV 还是 OEV,从用户层面和协议层面通常会造成双输的局面,比如 dex 中存在的抢跑交易,用户将遭遇三明治攻击,套利者又会通过套利直接导致LP的永久损失,这个也是目前备受关注的问题LVR,有机会再展开讲。而在像GMX这样的Perp dex中,由于套利者的存在源源不断在GMX平台上的交易中获益,等于不断在吸血其对手盘GLP。 目前解决这一问题的核心即是 - “拍卖” 在Delphi的研报中提到了三种“拍卖”对价值提取的影响: - 区块空间拍卖 - 借贷协议拍卖 - 基于意图的DEX拍卖 篇幅有限这里不一一展开了,以后有机会写一篇详细的报告,这里举一个简单的例子就可以比较好的理解为什么“拍卖”能够缓解或是减少 MEV 和 OEV 的价值提取。 比如在区块空间拍卖的过程中,Searchers (可以理解为MEV bot,在链上寻找有利可图的可能性) 通常会产生竞争关系,它们都想在区块中优先包含自己的交易,所以就会开始竞价,由于每个搜索者都希望通过抢跑、套利和清算等策略提取最大价值,他们往往会支付高额的出价。 这种激烈的竞争使得 Searchers 必须将其提取到的 MEV 收益的大部分支付给区块构建者作为贿赂或小费。这导致了大部分价值流向了区块构建者,减少了 Searchers 的净收益。而有一些抗 MEV 的服务则是将区块构建者或其他相关角色捕获的部分价值重新分配或回补给用户,以此达到抗 MEV 的效果。 2021年到2024年,以 Aave v2 上的每周清算指标为例,从数据上看 Searchers 的利润率正在逐渐向区块构建者流失。 所以拍卖等于在已经存在的角色关系中,引入了新的博弈,从而缓解直接的价值提取。 API3 OEV 网络如何抗 OEV API3 @API3DAO 提出的 OEV 网络专门用于进行订单流拍卖,目的是捕获由于 Oracle 更新而产生的OEV,通过在Oracle层引入拍卖机制,OEV网络将捕获的价值重新分配给协议和用户。 我们来看一下,API3 OEV网络在借贷清算业务中的拍卖过程: -> Searcher 存钱到OEV网络 -> 拍卖开始 -> Searcher竞争出价 -> 获胜者赢得Oracle更新数据的权利 -> 执行交易 OEV 网络捕获价值 简单来说,与抗 MEV 的逻辑类似,在引入了新的博弈后,将 OEV 的价值捕获重新分配,减少在这个过程中被“抢跑”或者“套利”的可能性,从而保护用户和协议的利益。 这相当于 Oracle 领域特殊的 Real Yield,而且从目前的技术视角来看,这种 Yield 会永远持续。链上生态我们可以看作是一个“平行世界”,正是由于这样的独立性和特殊性,套利、清算这些操作将永远存在,它们在某种程度上也可以看作是“维持”链上秩序,只是这种维持秩序的行为抽了太高的“税”,成本的消耗不健康,那么目前缓解这种不健康最优的方式就是引入新的博弈关系,让这些“税”能够被协议捕捉然后合理的重新分配。所以只要 MEV/OEV 存在,那么这种针对其不合理“高税收”的重新分配就会一直持续,成为区块链世界中不可缺少的一部分。
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