Defi0xJeff
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There are 50+ Web2 AI startups already hitting $5M+ ARR status — some of the top ones: Midjourney $300M, Cursor $200M, Cleo $150M, Runway $121M, Harvey $75M
In Web3 AI, there are only a handful of projects that has generated substantial revenue
- @AethirCloud — $141M
- @grass — $20M - $80M
- @virtuals_io — $58M
- @akashnet_ — ~$5M
With DeAI & Onchain AI adoption heating up among builders and users, will more Web3 AI projects cross the $5M line soon?
I'd say highly likely
(Credit to New Economies Newsletter for the figures on the Web2 AI startups side)
In Web3 AI, there are only a handful of projects that has generated substantial revenue
- @AethirCloud — $141M
- @grass — $20M - $80M
- @virtuals_io — $58M
- @akashnet_ — ~$5M
With DeAI & Onchain AI adoption heating up among builders and users, will more Web3 AI projects cross the $5M line soon?
I'd say highly likely
(Credit to New Economies Newsletter for the figures on the Web2 AI startups side)
Just hopped off of a call with @Almanak__ and boy oh boy
The team is building out an infrastructure that allows anyone to create dynamic, sophisticated defi strategies or trading strategies through the use of a swarm of specialized agents
A good mix of prompt-based & point-and-click based for the strategy creation UI
And canvas-based UI for agents interaction between experts
What's interesting is instead of the traditional design where agents or LLMs directly manage the funds/strategies, agents push out the code for the strategy
This is more deterministic unlike LLM-based strats which are unpredictable (can hallucinate) and the code/permissions can be verified before execution
But the coolest thing that excites me the most is that they're using ERC-7540, an improved ERC-4626 Tokenized Vaults—you can create AI Tokenized Vaults and have this composable across Defi
Think EtherFi eETH, SolvBTC, or any other derivative assets BUT instead of those vault strategies that are built by human these new type of vaults will be built, managed, and powered by agents
Now imagine these AI Tokenized Vaults everywhere, on DEXs, Money Markets, Pendle, Leverage platforms, etc etc
They're building an infra for an entirely new class of assets—Tokenized AI strategies
(This is based on the demo and the discussion though, still need to play around and test this in a few weeks ahaha but promising showcase so far)
The team is building out an infrastructure that allows anyone to create dynamic, sophisticated defi strategies or trading strategies through the use of a swarm of specialized agents
A good mix of prompt-based & point-and-click based for the strategy creation UI
And canvas-based UI for agents interaction between experts
What's interesting is instead of the traditional design where agents or LLMs directly manage the funds/strategies, agents push out the code for the strategy
This is more deterministic unlike LLM-based strats which are unpredictable (can hallucinate) and the code/permissions can be verified before execution
But the coolest thing that excites me the most is that they're using ERC-7540, an improved ERC-4626 Tokenized Vaults—you can create AI Tokenized Vaults and have this composable across Defi
Think EtherFi eETH, SolvBTC, or any other derivative assets BUT instead of those vault strategies that are built by human these new type of vaults will be built, managed, and powered by agents
Now imagine these AI Tokenized Vaults everywhere, on DEXs, Money Markets, Pendle, Leverage platforms, etc etc
They're building an infra for an entirely new class of assets—Tokenized AI strategies
(This is based on the demo and the discussion though, still need to play around and test this in a few weeks ahaha but promising showcase so far)
AI + DeFi = DeFAI
AI + DePIN = DePAI
AI + Stablecoin = StableAI?
StableAI piece.... coming soon.
AI + DePIN = DePAI
AI + Stablecoin = StableAI?
StableAI piece.... coming soon.
Best thing to do rn is to do different things than most people.
See people piling onto Kaito tasks, yapping about projects that pay them? Talk about other projects instead.
See people shilling the same things and FOMO'ing on the same trade? Plan your next trade.
Alpha lies where people aren't looking.
See people piling onto Kaito tasks, yapping about projects that pay them? Talk about other projects instead.
See people shilling the same things and FOMO'ing on the same trade? Plan your next trade.
Alpha lies where people aren't looking.
We're in Base AI Summer
Capital are concentrating towards fundamental AI picks on Base
DeAI
- $FLOCK +150% last 14d
- $GIZA +230%
AI
- $MAMO +100%
- $LAY +320%
On top of this, @virtuals_io agents involved with ACP are gradually appreciating in price ahead of the upcoming ACP launch
Genesis Launches remain attractive as participants continue to experience 10-100x gains
@CreatorBid gearing up for v2 launchpad — a few of the top agents are getting bid again (pun intended)
Been a choppy ride for dTAO and CB agents might just offer that "bridge" that bring Bittensor's Darwinian AI to Base
Base Memecoin Summer ✔
Base Defi Summer ✔
̶B̶a̶s̶e̶ ̶t̶o̶k̶e̶n̶i̶z̶e̶ ̶e̶v̶e̶r̶y̶t̶h̶i̶n̶g̶ ̶s̶u̶m̶m̶e̶r̶
Base AI Summer ✅
Capital are concentrating towards fundamental AI picks on Base
DeAI
- $FLOCK +150% last 14d
- $GIZA +230%
AI
- $MAMO +100%
- $LAY +320%
On top of this, @virtuals_io agents involved with ACP are gradually appreciating in price ahead of the upcoming ACP launch
Genesis Launches remain attractive as participants continue to experience 10-100x gains
@CreatorBid gearing up for v2 launchpad — a few of the top agents are getting bid again (pun intended)
Been a choppy ride for dTAO and CB agents might just offer that "bridge" that bring Bittensor's Darwinian AI to Base
Base Memecoin Summer ✔
Base Defi Summer ✔
̶B̶a̶s̶e̶ ̶t̶o̶k̶e̶n̶i̶z̶e̶ ̶e̶v̶e̶r̶y̶t̶h̶i̶n̶g̶ ̶s̶u̶m̶m̶e̶r̶
Base AI Summer ✅
Can't wait to drop the piece "State of DeFAI Q2/2025" tonight, spent a lot of time working on this
Despite DeFAI price going down Q1-Q2, there are tons of developments with a few market leaders finding initial PMF
Dropping this on Substack tonight and on X tmr
Stay tuned!
Despite DeFAI price going down Q1-Q2, there are tons of developments with a few market leaders finding initial PMF
Dropping this on Substack tonight and on X tmr
Stay tuned!
Your moat is your workflow
"Don't build tools, build outcomes" — from Product Market Fit by Guillermo Flor
@virtuals_io moat is in distribution — kickstart successful product & token launch for agent builders
@opentensor moat is in competition — offer foundation for projects to start a competition that accelerate the progress of anything you want to build
@NousResearch, @PluralisHQ, @PrimeIntellect moat is in coordination — decentralized training at scale, trained by the people, and owned by the people
@KaitoAI, @cookiedotfun moat is in attention — commoditizing attention through sentiment analytics/insights and incentive mechanism that incentivize both projects & the community/content creators
@flock_io moat is in combining competition, collaboration, and distribution — effectively creating domain-specific AI applications/end use cases that serve growing addressable markets
A lot more moats left to be captured, more space for new workflows that change the way in which people do things for the better
Stop copying, Start innovating
"Don't build tools, build outcomes" — from Product Market Fit by Guillermo Flor
@virtuals_io moat is in distribution — kickstart successful product & token launch for agent builders
@opentensor moat is in competition — offer foundation for projects to start a competition that accelerate the progress of anything you want to build
@NousResearch, @PluralisHQ, @PrimeIntellect moat is in coordination — decentralized training at scale, trained by the people, and owned by the people
@KaitoAI, @cookiedotfun moat is in attention — commoditizing attention through sentiment analytics/insights and incentive mechanism that incentivize both projects & the community/content creators
@flock_io moat is in combining competition, collaboration, and distribution — effectively creating domain-specific AI applications/end use cases that serve growing addressable markets
A lot more moats left to be captured, more space for new workflows that change the way in which people do things for the better
Stop copying, Start innovating
Having so much fun researching & writing a piece on @flock_io
Feeling the same kinds of magic when I first discovered @virtuals_io September last year
Possibly one of the top DeAI ecosystem w/ highest possibility of transitioning from growth-stage to revenue generation soon
Flock article dropping tomorrow on Substack 🫡
Feeling the same kinds of magic when I first discovered @virtuals_io September last year
Possibly one of the top DeAI ecosystem w/ highest possibility of transitioning from growth-stage to revenue generation soon
Flock article dropping tomorrow on Substack 🫡
Is this the power of @MessariCrypto report?
Make it stop please, I've only just started DCA'ing in lol
Make it stop please, I've only just started DCA'ing in lol
Things that I'm excited for the most
- More competitions that push the boundaries of AI
- More Defi building blocks within the AI space
- New ways to tokenize that truly expand distribution & allow co-ownership of the product/services
- Established Defi verticals building with AI in its roadmap
- Better evaluation / benchmark of AI systems & AI agents
- New agentic workflows changing the way we interact w/ things on-chain
- Insights from new types of data accessible by the mass, enabled by AI, and owned by the people
- Attention products that cater to each and every stakeholder in & outside of Crypto
- And obviously, improvements of AI & the co-ownership of it — AI by the people, for the people
What I'm even more excited for is to get to converse & advise teams that tackle these challenges head on
Never have I ever been more bullish on the space — 2025 is getting very interesting
- More competitions that push the boundaries of AI
- More Defi building blocks within the AI space
- New ways to tokenize that truly expand distribution & allow co-ownership of the product/services
- Established Defi verticals building with AI in its roadmap
- Better evaluation / benchmark of AI systems & AI agents
- New agentic workflows changing the way we interact w/ things on-chain
- Insights from new types of data accessible by the mass, enabled by AI, and owned by the people
- Attention products that cater to each and every stakeholder in & outside of Crypto
- And obviously, improvements of AI & the co-ownership of it — AI by the people, for the people
What I'm even more excited for is to get to converse & advise teams that tackle these challenges head on
Never have I ever been more bullish on the space — 2025 is getting very interesting
So @stayloudio = perpetual yapper incentive campaign that incentivizes Top 25 yappers (who talk about Loudio) on a weekly basis
Incentives come from trading fee from LOUD/SOL LP pool.
Would have been cool to see full on ve(3,3) tokenomics around this where
- Loudio takes in multiple projects as clients
- Clients pay x amount to Loudio and y amount to Kaito to use this perpetual growth engine
- $LOUD stake for veLOUD to earn fee paid by clients + get ability to redirect $LOUD emissions towards clients of their choosing (the clients can also opt to bribe for more $LOUD emissions)
This offers better utilities & value accrual for the token while enhancing the rewards pool for yappers making it attractive for them to hop onboard and yap more for the clients
The net impact of this would be more far-reaching as clients can treat Loudio as Kaito on steroids that runs forever as long as people continue to speculate & engage w/ Loudio eco
Incentives come from trading fee from LOUD/SOL LP pool.
Would have been cool to see full on ve(3,3) tokenomics around this where
- Loudio takes in multiple projects as clients
- Clients pay x amount to Loudio and y amount to Kaito to use this perpetual growth engine
- $LOUD stake for veLOUD to earn fee paid by clients + get ability to redirect $LOUD emissions towards clients of their choosing (the clients can also opt to bribe for more $LOUD emissions)
This offers better utilities & value accrual for the token while enhancing the rewards pool for yappers making it attractive for them to hop onboard and yap more for the clients
The net impact of this would be more far-reaching as clients can treat Loudio as Kaito on steroids that runs forever as long as people continue to speculate & engage w/ Loudio eco
Virtuals just silently nerfed the point system—and many are left confused (me included)
If you're farming points, playing/holding Genesis Launches, you might not be doing it optimally
In After Hour EP.3 - I break down:
- New “jeet jail” mechanics
- Optimal profit-taking strategy
- Point staking tactics
- Top AI low to medium cap plays I'm monitoring (beyond the list that I shared this week)
Read it now before the meta gets crowded
(Link in bio)
If you're farming points, playing/holding Genesis Launches, you might not be doing it optimally
In After Hour EP.3 - I break down:
- New “jeet jail” mechanics
- Optimal profit-taking strategy
- Point staking tactics
- Top AI low to medium cap plays I'm monitoring (beyond the list that I shared this week)
Read it now before the meta gets crowded
(Link in bio)
Can't stress enough how powerful Cookie v1 is and how Cookie democratizes data & insights sought after by projects
@KaitoAI charges $750 - $1,099 per month for access to advanced mindshare & sentiment analytics
@cookiedotfun is giving them away for free
- Interested to see who are the top voices supporting projects x, y, and z? access them for free
- Want to track the sentiment vs price of any project? access them for free
- Want to check which projects each KOL is bullish/bearish on? Who are in his circle? Who are his Top 20 50 100 smart followers? access them for free
Cookie is not "just" copying Kaito playbook, they're making it better—free and open insights & analytics for everyone
And the cool thing is... the current build is only just the start
@KaitoAI charges $750 - $1,099 per month for access to advanced mindshare & sentiment analytics
@cookiedotfun is giving them away for free
- Interested to see who are the top voices supporting projects x, y, and z? access them for free
- Want to track the sentiment vs price of any project? access them for free
- Want to check which projects each KOL is bullish/bearish on? Who are in his circle? Who are his Top 20 50 100 smart followers? access them for free
Cookie is not "just" copying Kaito playbook, they're making it better—free and open insights & analytics for everyone
And the cool thing is... the current build is only just the start
Just published a new Substack article
The "AI" Guide to Capturing Mindshare (for Projects)
It’s getting harder for legit projects to stand out—more tokens, same pool of attention.
I break down what actually works in 2025:
- Incentivizing yappers > paying KOLs via backroom deals
- Pros & cons of using @virtuals_io (for any project) and how to overcome the hurdles
- Value-adding agentic workflows that transform your project into an "AI" project
- Case studies of teams executing with edge
Also shared what I’m watching as an investor—projects applying even 50% of this playbook are worth a second look.
For anyone building or backing in AI x crypto, this one’s a solid read.
(Link in bio)
The "AI" Guide to Capturing Mindshare (for Projects)
It’s getting harder for legit projects to stand out—more tokens, same pool of attention.
I break down what actually works in 2025:
- Incentivizing yappers > paying KOLs via backroom deals
- Pros & cons of using @virtuals_io (for any project) and how to overcome the hurdles
- Value-adding agentic workflows that transform your project into an "AI" project
- Case studies of teams executing with edge
Also shared what I’m watching as an investor—projects applying even 50% of this playbook are worth a second look.
For anyone building or backing in AI x crypto, this one’s a solid read.
(Link in bio)
Simple but Successful Defi x AI Playbook
Step 1: Have a working Defi product, ideally with $1m-2m TVL to start
Step 2: Have an agentic workflow as part of the product roadmap (the more value-adding to the core product, the better)
Step 3: Launch on @virtuals_io
Step 4: Enjoy the traction from being one of a few projects w/ working products w/ decent traction
Preferably only have 1 token, treating the AI agent token as the main token. But if you have 2, that's still fine as long as you plan the tokenomics & value accrual properly.
Bonus: Allocate 2-5% supply to incentivize yaps. Leverage @KaitoAI public API to set up an incentive program to bootstrap your community
You can replicate this playbook across any sectors as AI can be used to add value to anything
Step 1: Have a working Defi product, ideally with $1m-2m TVL to start
Step 2: Have an agentic workflow as part of the product roadmap (the more value-adding to the core product, the better)
Step 3: Launch on @virtuals_io
Step 4: Enjoy the traction from being one of a few projects w/ working products w/ decent traction
Preferably only have 1 token, treating the AI agent token as the main token. But if you have 2, that's still fine as long as you plan the tokenomics & value accrual properly.
Bonus: Allocate 2-5% supply to incentivize yaps. Leverage @KaitoAI public API to set up an incentive program to bootstrap your community
You can replicate this playbook across any sectors as AI can be used to add value to anything
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