0xRyze

Few things I learnt from @virtuals_io @LongHashVC Society of Agents event

When @theshikhai said: the new narrative is revenue, and very few protocols buy back their own token. Instantly a grin spread out across a few faces and choruses “Hyperliquid”

Agent to Agent commerce as the eventual goal, where agents can pay each other using an Agent Commerce Protocol (embedding a payment along with a message payload). Having a Butler agent that searches across the yellow pages. Agents building up their own reputation via their revenue, which is harder to fake.

Also hearing a recap of the @virtuals_io attention flywheel for their 200k fdv token launches, to keep retail attention as one of the few narratives. Half the questions were about their points system

My favorite part was when @theshikhai talked about consumer AI / gaming though, and how that has been quite undersupported this cycle

Let’s see how it all plays out over the next year

I wonder how ready people are for @TeleMafia to take over

Goes way beyond the core loop (early access)

Families will come online and alive, in Telegram group chats (real soon)

And people with the Passes will be the first to be recommended, and they'll have larger Families

Diamond passes will let you give Bronze Passes to your family members. Effectively making them a "Made Man". Bringing them onto true on-chain economics. Letting them share in the glory of the Family Treasury.

So keep a look out for us

This is just the beginning

i downloaded the Ethos extension like 2 months too late cause we were too busy shipping @TeleMafia / [redacted]

feel like I missed the whole party and now I have a number next to my name

alas. the gamer in me demands a higher score

a place on the leaderboard

gotta be part of the culture

also have to post klout(dot)gg before too many users sign up

you need a ref code: 0xRyze

h/t @beast_ico

Just claimed HOME
Didn't need a tutorial
Didn't need a bridge
Didn't even blink
@defidotapp

2021 vibes were the best by far. Permissionless yield. Onboarding millions onto new financial rails. Internet native status goods. People playing Axie to buy rice and make magic internet money. Making friends in guilds and on Discord. People bought things.

The narratives were cool. Yes there was a strong yield element but there always was.

Financial nihilism as a thesis is ok and accurate, but it’s a bit tired. People will opt out. The pokerification of crypto and crypto twitter. Game theory optimized 3 minute token lifecycles, the thanks for playing. I want Thank You for Playing With Me, how about that.

It’s possible to reclaim those vibes again. We just have to invest into the right things, things where the velocity of money ends up back into crypto native goods, services and products.

The retvrn of trust over trustlessness, (the point of trustlessness = you don’t have to trust, not that you can’t trust anyone), the “layer 0 is people” mindset, which is borne of communities that are built, yes, on trust and faith.

Nihilism is action absent of trust and faith. But one must see cathedrals while they lay bricks.

Sonzai

Throwback to 2021 when The @pudgypenguins hit the New York Times

It’s important to believe in something.

I think what’s happened to crypto in the last 2 years with the high float, low FDV, rotational + memecoin meta has been hurtful both for the personal psyche and for the community vibe.

Financial nihilism implies the end of belief, it implies the dying stages of an industry, much like looting during riots. A total distraction from belief of “replacing the financial system” or “trustless, permissionless” or “reducing take rates” or “resistance money”. These were the initial reasons a lot of the OGs entered into crypto. Airdrops like Uniswap were actually surprises and not farmed.

The focus on individual prosperity reflected in PnLs, ala vape cabals. You might say it’s product market fit but is it PMF if the market eventually gets exhausted and quits?

Kelsier exposed that most.

So we have to rebuild interesting use cases as a community. And we have to do our best to support things that we can actually believe in.

Personally for onchain, I am mostly on Hyperliquid and interacting with that ecosystem, because I can factor out the risk of getting rekt. There’s a difference you can feel in top tier products (h/t @izebel_eth) given that it takes an insane amount of work to make them.

I’m always looking out for most new games, and participating and supporting new consumer experiences.

On a company level, we’re building @TeleMafia and @PocketMobGame, and working on our new AI game product [REDACTED].

I get to work with smart and passionate people, and learn from mentors who look out for us. It’s still in the early stages, but I’m really happy with where we are, and happy with our growth so far as founders.

Believe in something, it’s good for you.

Even better, build something “insanely great”; work with smart and energetic people, and then your happiness and fulfillment will never be strictly tied to the PnL

In honor of Hype hitting ATHs,

Hyperliquid

supercycle????

as a person who studied computer science,
studied machine learning on exchange in sweden,
watched tensorboard, read research papers,

it is interesting to take a breath, and see where we are in the crossroads of the world

ai x crypto x consumer x social x gaming

Gaming biz past few weeks has been incredible

Spotlighting @DreamGames here with their 5B exit

Big win for @makersfundvc & broader gaming

& now for crypto gaming: @MaplestoryU comes out the gate w an airdrop for players totaling 45M value?

Games eating the world

Re: crypto gaming, let’s keep the pace

crypto gaming is so back

Apple Store ruled to allow link outs thanks to Epic @TimSweeneyEpic.

@MaplestoryU official launch 15th May.

Resurgence of on-chain degen games like @playcambria and @onchainheroes

Some great games launching

2025 is the year of web3 gaming coming back with a vengeance