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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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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!
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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
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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 🫡
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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
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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
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