Insane to see @SynthdataCo vision from the whitepaper playing out 10x faster than we expected with innovations for agents and llms such as x402 and erc8004
Crypto AI Agent predictions for 2025
(spoiler: AI x Crypto is moving 100x faster than you think next year)
- 80% of DeFi transactions will be done by agents (this is our vision at @modenetwork, teams like @gizatechxyz are leading here)
- over 10 kol AI agents will hit $1
A top VC just told me...
Bittensor is like Virtuals but for smart people who can actually build AI
$tao dtao
for the record i have positions in TAO, Subnet 50 (below) + a few virtuals agents
L2s on @DefiLlama by tvl
1. Arbitrum - $2.6b - $10b fdv
2. Base - $1.6b - no token
3. Blast - $1.53b - no token
4. Polygon - $934m - $7.3b fdv
5. Optimism - $892m - $12.5b fdv
6. Mode - $504m - token 7th may
Of course these ecosystems are much more than just DeFi TVL, but
Mode Season 1 has ended.
Mode Season 2 has started.
- 500,000,000 MODE allocated
- $MODE ecosystem multipliers
- New leading DeFi applications launching
- New assets and pools
- New multipliers will be introduced
Read about it below:
mode.mirror.xyz/MFDUubuO95XmHf…
My Ethereum #devcon4 takeaway:
You would be crazy to bet against a community which can bring 3,000+ highly technical, humble, intelligent and very well funded people together to work on hard problems
1/ The EASIEST way to 100x in the bull market is to focus on LOW-CAP projects with HUGE potential now.
And, L2's is littered with promising projects.
Here are 5 interesting projects on @arbitrum that I'm excited about:
🧵
I'm still not sure if I can do these type of posts publicly but fuck it
- Yes, @modenetwork price action is bad
- Yes, community is disheartened by this
- Yes, we are aware
- Yes, a lot is being implemented to improve this including new partners (marketing and onchain),
RetroPGF is an incredible force of good in crypto
Excited for all the teams launching on @modenetwork to contribute to the Superchain and participate in the next round of RetroPGF
🚀🚀
It is pretty funny how only a few VCs understand how profitable roll-ups are...
In July **profits** on
@arbitrum - 605 ETH ($1.1m)
@optimismFND - 517 ETH ($950k)
@zksync 1309 ETH ($2.4m)