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0xJeff
9,755 posts
Researcher/Investor - sharing insights from 200+ convos with founders & builders at defi0xjeff.substack.com | Ex-TradFi
- Top 10 AI Agent Predictions for 2025 • Agentic L1s will reach $100BN akin to 2020-21 cycle of L1s valuation • Agents become fully autonomous, capable of managing $100mn+ TVL • Defi will reach previous cycle high of $200BN+ TVL with the help of ai agents • ConversationalAI agents will dominate all sectors by 2025 • Defi txns will be done via agents • Defi strategies will be managed by agent vaults • Twitter will be filled with agent cult leaders • Tiktok & Instagram agents content will start to be indistinguishable from human's •
- So let me get this straight.... - Trump has promised to make the US the capital for Crypto and AI - Trump's $500BN "Stargate" initiative to support AI - Trump signs executive orders to develop an AI action plan within 180 days to sustain and enhance US global dominance -
- For those looking to get an exposure to 𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 This thread aims to give you a primer on ➔ Restaking Competitive Landscape ➔ Top Opportunities (Right Now) ➔ Future Opportunities ➔ How I'm Personally Playing this 🧵𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 𝟏𝟎𝟏 (Part 2)
- x402 in a Nutshell Tokens under x402 meta pumped 200-1000%+ during the past week. x402 was live since May, created by Coinbase Developer Platform but recently adoption surged due to Google & Cloudflare further pushing the adoption of the standard. Here's what the hype is all
- Top teams I'm currently monitoring (not all inclusive) Prediction-based Agents - @aion5100 - @AskBillyBets - @thedkingdao DeFAI - Trading & Yield Optimizing - @gizatechxyz - @almanak (no token yet) - @Cod3xOrg - @FlagshipFYI (no token yet) - @Infinit_Labs (no token yet) -











