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0xDdao

@0xDdao

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Researcher / #Crypto Investor since 2018 / DM for contact / Tweets NFA, always DYOR.

New York, USA
Joined August 2024
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@0xDdao
0xDdao
6 days
When Blockchain Learns to "Solve Problems Blindfolded": I Finally Understand Zama's Ambition Recently, while researching the privacy track, I discovered a very interesting project: Zama. To be honest, when I first saw the term FHEVM, I thought it was just another project piling
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@0xDdao
0xDdao
8 days
When AI Starts Spending Its Own Money: I'm Witnessing the Prototype of a Machine Economy One day, a question suddenly occurred to me: What would the world look like if AI Agents could earn and spend money on their own? This isn't a science fiction plot—it's happening right now.
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@0xDdao
0xDdao
8 days
What does this number mean? It means the speed of ZK proofs has, for the first time, outpaced block production speed. Ethereum's block time is 12 seconds. In other words, when a new block is produced, Brevis has already computed the proof for the previous block. This isn't
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@0xDdao
0xDdao
8 days
Crypto: My Lifelong Learning Platform Honestly, ever since I entered the crypto world, I've never stopped learning. Macroeconomics — I need to understand it, right? Federal Reserve meetings, non-farm payrolls, CPI, PPI, unemployment rate, core inflation rate, dollar index,
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@0xDdao
0xDdao
9 days
<Some industry truths people avoid saying.> STBL has vesting. The price that matters is the claim-date price, not today’s. Put simply… you’re racing time, not burning cash. 3‑month lock, then 3‑month linear vest. Treat it like an allowance extension. KR regional allocation
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@0xDdao
0xDdao
9 days
Arbitrum One: 2B txs. High throughput, low fees. Tokenization: Robinhood EU lists 490+ assets on Arbitrum. Finance eats software. Liquidity: DRIP USD from $300M → $1B in ~2 months. Up only vibes. Perps: EtherealDEX L3, 100ms blocks, USDe-native. Speed meets depth. Yields: Bóros
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@0xDdao
0xDdao
9 days
Arbitrum isn’t just an L2. It’s a platform + stack + DAO. Put simply… it’s a digital sovereign nation. Highest authority over upgrades + treasury. Blockspace = natural resources. 90% margins vs L1s’ REIT-style fee pass-through. Think oil state, not dividend chain. Demand is
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@0xDdao
0xDdao
9 days
STABLE: insider feast. 600M in before public. BTSE-linked wallets = daylight robbery. MEGA: likely cooks. Sybil season. No guaranteed allocation. Premarket can rekt you. XPL: I’m flat. Good chain, but I’m a stablecoin maxi. Vol is a tax. Plasma vs Stable: one hard-to-enter,
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@0xDdao
0xDdao
10 days
I recently came across the Bitdealer project, and my first reaction was: finally, someone has made this path work. We've Talked About Real Yield for Too Long To be honest, over the past two years in the crypto space, the term "Real Yield" has been talked to death. Every project
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@0xDdao
0xDdao
10 days
Witnessing a "Protocol Layer Awakening" Last night while scrolling through Twitter, I saw everyone sharing about the 402 protocol. Some were shouting "wealth effect," while others were still asking "what exactly is it?" I also spent some time looking into it, and then suddenly
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@0xDdao
0xDdao
10 days
<Some industry truths people avoid saying.> We scaled tokens, GPUs, parameters. But we forgot the one variable that matters: experience. Sentient drops agents into dynamic worlds— stakes, uncertainty, incomplete info, where every outcome rewires the next decision. Put
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@0xDdao
0xDdao
12 days
Last night while scrolling through Twitter, I saw everyone sharing about the 402 protocol. Some were shouting "wealth effect," while others were still asking "what exactly is it?" I also spent some time looking into it, and then suddenly realized something: We are witnessing a
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@0xDdao
0xDdao
12 days
After reading Kite's article on AI Agent trust issues, I suddenly recalled an incident from last year. A True Story Last year, a lawyer in New York used ChatGPT to write litigation materials, and the AI fabricated six completely non-existent case precedents. The judge discovered
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@0xDdao
0xDdao
15 days
The TEE Blockchain Apocalypse: Why FHE is the Only Way Forward Preface The TEE blockchain world exploded these past two days. Two independently published academic papers used hardware equipment costing less than $1000 to completely expose the vulnerabilities of Intel SGX and
batteringram.eu
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@0xDdao
0xDdao
16 days
The Moment I Realized the "Dirty Secret" of Smart Robots To be honest, when I first heard the term "smart robots," I thought these robots were truly "intelligent." That was until I visited a smart warehouse last year and saw dozens of so-called "smart robots" working inside.
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@0xDdao
0xDdao
17 days
To be honest, when I saw Grammy-winning musician Imogen Heap putting her music on-chain to allow fans to legally remix it, my first thought was: "This day has finally come!" As someone who grew up listening to electronic music, I know all too well how complex the copyright
@campnetworkxyz
Camp Network ⛺️
17 days
14B+ streams. 20M+ monthly listeners. Decades of influence. Grammy-winning @imogenheap, @mau5trap, and @richiehawtin aka Plastikman are onboarding their music to @KORUS_AI powered by Camp - the first platform where fans can legally remix and mint music as onchain IP. Remix
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@0xDdao
0xDdao
17 days
To be honest, when I first heard about handing money directly to AI Agents for management, my first reaction was: "Are you crazy?" I remember when DeFAI was at its peak last year, various projects were promoting "AI automated wealth management" and "intelligent investment
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@0xDdao
0xDdao
18 days
4/n My Assessment I think this design approach of BNS might become a benchmark in the privacy space. When privacy technology no longer intimidates people, when anonymous networks become as easy to use as the regular internet, that's when true mass adoption begins. After all, no
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@0xDdao
0xDdao
18 days
3/n The Bigger Significance I See From my personal usage experience, BNS isn't just a technical feature - it represents an important turning point in the development of privacy technology. Previous privacy tools were often only used by geeks and tech enthusiasts because the
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@0xDdao
0xDdao
18 days
2/n The Balance Between Technology and Humanity I think the smartest thing about BNS is how it dramatically lowers the barrier to entry while maintaining decentralization and privacy protection. Your domain ownership is completely on-chain, with no intermediary institutions
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