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Defi0xJeff
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Is this the power of @MessariCrypto report?
Make it stop please, I've only just started DCA'ing in lol
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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)
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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)
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AI + DeFi = DeFAI AI + DePIN = DePAI AI + Stablecoin = StableAI? StableAI piece.... coming soon.
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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.
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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 ✅
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