0xJeff
@Defi0xJeff
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Ex @TheSpartanGroup | Adv @vectis_finance | NO BS AI ๐ https://t.co/C6xz41Z7AE | Investing in AI - Pitch๐ฝ
Joined November 2021
Top 10 AI Agent Predictions for 2025. โข Agentic L1s will reach $100BN akin to 2020-21 cycle of L1s valuation.โข Agents become fully autonomous, capable of managing $100mn+ TVL.โข Defi will reach previous cycle high of $200BN+ TVL with the help of ai agents.โข Conversational.
AI agents will dominate all sectors by 2025. โข Defi txns will be done via agents.โข Defi strategies will be managed by agent vaults.โข Twitter will be filled with agent cult leaders .โข Tiktok & Instagram agents content will start to be indistinguishable from human's.โข.
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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.-.
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For those looking to get an exposure to ๐๐๐ฌ๐ญ๐๐ค๐ข๐ง๐ . This thread aims to give you a primer on. โ Restaking Competitive Landscape.โ Top Opportunities (Right Now).โ Future Opportunities.โ How I'm Personally Playing this. ๐งต๐๐๐ฌ๐ญ๐๐ค๐ข๐ง๐ ๐๐๐ (Part 2)
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Submission for @solana AI Hackathon is Now Over. Here are the Top 12 Interesting Projects Participating โ. (A few likely to be potential winners)
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AI agents will dominate all sectors by 2025. โข Defi txns will be done via agents.โข Defi strategies will be managed by agent vaults.โข Twitter will be filled with agent cult leaders .โข Tiktok & Instagram agents content will start to be indistinguishable from human's.โข.
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DeFAI is Accelerating. The entire sector shifted into a higher gear, thanks to @danielesesta and @HeyAnonai. Following the release of Daniele's article outlining Anon's plan to build the Abstraction Layer, Research, and Execution Layer, weโve seen a surge of interest in projects.
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Web3 AI โ Boring. - @virtuals_io โ bringing the best consumer agent hub.- @elizaOS โ most vibrant dev community.- @opentensor (Bittensor) โ most useful AI infra eco.- @KaitoAI โ bringing fun & incentives to yappers.- @PrimeIntellect, @PluralisHQ, @NousResearch โ pushing.
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For those who don't understand why $COOKIE just pumped 150%+ in a day. โข @cookiedotfun is the most used AI Agent dashboard tracking agent token, mindshare, and useful metrics. โข $COOKIE has consistently remain one of the top mindshare agent project throughout the last 2 months.
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AI Agents are bouncing back hard. Hereโs a breakdown of the Top 6 strongest sectors leading the charge:
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The Only 5 Tools You Need to Master for Daily AI Research. Markets down bad? Bored af? Nowโs the perfect time to sharpen your edge by mastering these tools to spot the next wave of winners when the market heats up again. These are the tools I check daily to stay on top of the AI.
Why This is Possibly One of The Best Time to be in AI Agent. - The bull run has just started for AI agents, running for only 2-3 months. Capital have yet to trickles down from majors to normal altcoins. - "AI Agents are a Multi-Trillion Dollar Opportunity" โ Jensen Huang, NVIDIA.
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Virtual Hits ATH of $3.5B and $50M in RevenueโThe Flywheel Keeps Spinning. Key Updates:. โข With $VIRTUAL reaching $3.5B, the valuation floor across the ecosystem has risen dramatically. Smaller agents are consistently hitting 2-5x gains, one after another. โข InvestmentDAOs
For those who canโt fathom why $VIRTUAL is on track to hit $10B+ in valuation, let me break it down for you:. โข @virtuals_io owns 77%+ of the market share, making it the dominant player in the space. โข It has the highest number of high-quality and unique agents, setting a.
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Opportunities Within the Emerging Trends. 1. Agentic Metaverse. $HYPERโs $200M+ market cap has brought fresh momentum to gaming x AI and agentic metaverse coins. Hereโs whatโs popping right now:.โข $REALIS: $27M (+64% in the last 24 hours).โข $FREYA: $25M (+69%).โข $LIMBO: $8M.
Where the AI Agent Space Stands Right Now PT.8. We now have another shakeout across the board with $VIRTUAL crabbing around $4.1BN & $AI16Z $2.1BN MC. InvestmentDAO took a bit of beating, especially with lower caps DAOs. โข @wai_combinator: $WAI retraced 21% during the last 24hr.
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Too many narratives & agents to keep tab on?. Here's a curated list of Top 3 Things to Focus on This Week โ
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The agent market has been bleeding for 3-4 weeks straight. So. What's next? ๐งต
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AI Agent Landscape Feb'25. Covering the Top Market Leaders in each category โ
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Tired of a lot of noises?. Here are the Top 5 Opportunities This Week
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Where the AI Agent Space Stands Right Now (Ecosystem-wise).โ.By Stack.โข @virtuals_io / G.A.M.E stack: Hands down the strongest distribution network for agents. Their scalability and roadmap are in a league of their own right now.โ.โข @ai16zdao / Eliza stack: Itโs the most widely.
๐๐จ๐ฉ ๐ ๐๐ ๐๐ง๐ญ ๐๐๐จ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆ you should know about โ
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Feeling Overwhelmed by the AI Agent Narrative?. Start Here โ. ๐งต Beginner's Guide to AI Agent Landscape
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Aaaaaand now it's a Unicorn. Congrats guys!
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AI agent plays are exploding . 2-5x everywhere you look. If you're not in the trenches right now, you're watching generational wealth slip away. Iโll share thoughts on the ecosystems that could hit Unicorn status and the agents Iโm most excited about later today . Stay tuned.
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For those who canโt fathom why $VIRTUAL is on track to hit $10B+ in valuation, let me break it down for you:. โข @virtuals_io owns 77%+ of the market share, making it the dominant player in the space. โข It has the highest number of high-quality and unique agents, setting a.
Less than a week after and $VIRTUAL is gaining yet another billion in its valuation, hitting $3.1bn. This is a masterclass on product & tokenomics.โข Product โ PMF / Pioneer in AI Agent Tokenization.โข Tokenomics โ Straight value accrual for $VIRTUAL (required for LP pairing). No
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Tokenization of Yields โ @pendle_fi. Tokenization of AI Agents โ @virtuals_io. Tokenization of Agents' Data โ @cookiedotfun. Tokenization of Agentic Metaverse(s) โ @indiedotfun. Super excited for the launch of Indie next week.
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I'm now convinced the $TAO ecosystem might be the best / most consolidated / and strongest PvE ecosystem right now. - $TAO pa bottoming out, trading at Q4 2023 levels.- dTAO brings fun dynamics & interesting value accrual to the eco.- $TAO price โ | Alpha tokens price โ = $TAO.
Took me a while to figure out how to bridge from EVM to Bittensor. Ended up waiting 2 hours for my test transfer to go through with Taobridge. Tried bridging 4.5 ETH with Taobot and 5 hours later my txns are still stuck. Good impression on the subnets so far, especially Rayon.
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How to Position Yourself in this Agentic Blockchain Cycle. If $VIRTUAL is heading to $10bn (spoiler: it definitely is), hereโs how you can capitalize as a trader/investor:. 1. Accumulate $VIRTUAL (Obviously). $VIRTUAL isnโt just the main token, itโs the backbone of the ecosystem.
What's Next After Unicorn?. Journey to Decacorn. Weโre just getting started with what the @virtuals_io team is building. Hitting $1B was inevitableโbut the real question is, whatโs next? Let me break down what I see happening by 2025, aka The Cycle of Agentic Blockchain. 1.
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Pendle has just reached ATH TVL of $158m but many have no idea how to use Pendle Yield Trading Platform. bUT JaFF PeNDLe is So ComPLicaTed, WhY dO I hev to LeARn?. So you can Earn more yields & Accelerate your gainz from Price & Yield Movements. ๐งตPendle Yield Trading 101
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Expand Beyond Base & Solana. Another way to position yourself for 2025 is to expand your search for agents. Beyond Base & Solana, many L1/L2s are starting to get agent-pilled, hopping onto the bandwagon, and some are seeing traction. @HyperliquidX โ @vaporwarefun came to.
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InvestmentDAO โ The (3,3) Trend Taking Over AI Agents in Dec 2024 โ
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Market Down? Waiting for FOMC?. Here's something to get excited for. Top 10 Curated Updates / Developments in the AI Agent Space โ
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Where the AI Agent Space Stands Right Now PT.7. The AI agent market has entered full-blown seasonality, with valuation repricing sweeping across ecosystems on both Base and Solana. Here's the breakdown:. โโโโโโโโโโโโโโโโ. Key Ecosystem Highlights. Base Side:.โข $VIRTUAL surged to.
Where the AI Agent Space Stands Right Now PT.6. As BTC and ETH continue to crab within a tight range, agents and agent ecosystems have been thriving, with many projects seeing 2-5x gains over the past week. The action is heavily concentrated on Base, which feels more curated and.
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Repricing Across Virtuals: InvestmentDAOs & Alpha Agents on the Rise. As $VIRTUAL continues to grind upward, weโre seeing a major repricing across the Virtuals ecosystemโparticularly for InvestmentDAOs and alpha-focused & utility agents that previously traded at the lower end of.
Virtual Hits ATH of $3.5B and $50M in RevenueโThe Flywheel Keeps Spinning. Key Updates:. โข With $VIRTUAL reaching $3.5B, the valuation floor across the ecosystem has risen dramatically. Smaller agents are consistently hitting 2-5x gains, one after another. โข InvestmentDAOs
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For those new to Restaking. This thread will give you a primer on. โ What's Restaking?.โ Why's it Useful?.โ Types of Restaking.โ The Risks. ๐งต ๐๐๐ฌ๐ญ๐๐ค๐ข๐ง๐ ๐๐๐ (Part 1). This is a 2-part thread with Part 1 providing the Primer and Part 2 on Landscape & Opportunities
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BASE Mainnet Starts Tomorrow - Projects will be Launching at Low Valuation. Here are the Top Projects on BASE that could Pump Massively. [โ ๏ธ๐๐๐๐๐๐๐: ๐๐๐๐ ๐๐๐๐๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐ - ๐๐๐๐๐ ๐๐๐๐๐]
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Top 10 Must Read AI Content for this Weekend PT.8. (Bonus at the End). โข @JW100x Pippillions: โข @0xBebis_ Going Vertical - The True Cost of AI: โข @JRossTreacher Mode 2025: Full Stack DeFAI: โข.
Top 10 Must Read AI Content for this Weekend PT.7. โข @PhalaNetwork TEE x AI Report: โข @karsenthil Crypto x AI, We're at a "Step Function": โข @0xwitchy All Things AI16Z Update: โข @hosseeb 2025 Crypto.
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How to Position Yourself in This Agentic Cycle (PT.2). With $ai16z flipping $goat, weโre seeing a major boost in confidence around open-source AI agent innovation. Itโs pushing the entire sector forward and upward. if youโre a trader or investor, hereโs how you can capitalize on.
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Where the AI Agent Space Stands Right Now PT.11.โ.The market has been brutal for the past 3 weeks. The bleed is exacerbated by $TRUMP & $MELANIE memecoin meta, vamping liquidity & mindshare away from everything else in the market. โ.However, zooming out on 14d & 30d timeframesโa.
Add on Thoughts on the Market. 1. The Return of Personality Agents?. @AVA_holo $300m+ valuation for 3D personality-focused agents & platform token is slowly pushing up the valuation floor of personality agents, paving the way for other ecosystems like @MoemateAI, which launched.
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How Iโm Thinking About the Next 2 Weeks in AI Agents. The question I ask myself is "where can I optimize my time over the next two weeks to maximize ROI without getting distracted by the distraction & chaos in this space?". Hereโs the theses Iโm working with:.โข We still havenโt.
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2024: The year AI agents came to life. From the first 'agent millionaire' to 3D metaverse builders, autonomous trading, DeFi agents, and savage alpha agents, itโs been a ride. Highlights from Part 1:.โข @virtuals_io continue to shape the ecosystem.โข @ai16zdao leads the.
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Top 10 Must Read AI Content for this Weekend PT.7. โข @PhalaNetwork TEE x AI Report: โข @karsenthil Crypto x AI, We're at a "Step Function": โข @0xwitchy All Things AI16Z Update: โข @hosseeb 2025 Crypto.
Top 10 Must Read AI Content for this Weekend PT.6. โข @lightningseekr First Human to Get Fired & Hired by AI Agent: โข @timtimtim_eth Ai16z Beijing Meetup: โข @marvin_tong How Sporedotfun Agents Issue Tokens Automatically with.
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Top 8 Most Interesting Agents & Agent Developments This Week โ
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Trying to catchup on Bittensor? Don't start with the whitepaper. Start with the subnets โ where the real action is. Here are Top 13 you should know:
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Bybitโs $1.46B hack is wild, not just because it's the biggest since Mt. Gox, but because of how it played out. - Ben and the Bybit team reacted extremely fast, engaging with partners and, most importantly, customers. Within 30 minutes of the hack going public, Ben was on Xโnot.
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Just two weeks after $virtual hit unicorn status, the market cap has already grown by another billion. Things are moving fast. G.A.M.E Sandbox launched โ devs now iterate faster, experiment more, and push the limits of what AI agents can do. Quality agents continue to evolve.โ
What's Next After Unicorn?. Journey to Decacorn. Weโre just getting started with what the @virtuals_io team is building. Hitting $1B was inevitableโbut the real question is, whatโs next? Let me break down what I see happening by 2025, aka The Cycle of Agentic Blockchain. 1.
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Why This is Possibly One of The Best Time to be in AI Agent. - The bull run has just started for AI agents, running for only 2-3 months. Capital have yet to trickles down from majors to normal altcoins. - "AI Agents are a Multi-Trillion Dollar Opportunity" โ Jensen Huang, NVIDIA.
Where the AI Agent Space Stands Right Now PT.9. Crypto market recently faced a sharp correction, with BTC dropping below $97,000 and Ethereum falling to around $3,387. This downturn was driven by strong U.S. job data, which shifted expectations for Federal Reserve rate cuts,.
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Letter to Everyone in the Web3 AI Community. Trump's tariff announcement is accelerating the natural selection process. 25% tariff on goods from Mexico & Canada and 10% tariff on Chinese imports. Immediate pushback from Mexico, Canada, and China, sparking trade war fears. Market.
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๐๐จ๐ฉ ๐ ๐๐จ๐ฌ๐ญ ๐๐ง๐ญ๐๐ซ๐๐ฌ๐ญ๐ข๐ง๐ ๐๐ ๐๐ ๐๐ง๐ญ๐ฌ you need to know about ๐
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Where the AI Agent Space Stands Right Now PT.6. As BTC and ETH continue to crab within a tight range, agents and agent ecosystems have been thriving, with many projects seeing 2-5x gains over the past week. The action is heavily concentrated on Base, which feels more curated and.
Where the AI Agent Space Stands Right Now PT.5. As we approach the holiday season, the market is starting to slow down. After the recent FOMC-induced dump, major ecosystem tokens like $VIRTUAL and $AI16Z are beginning to recover. $VIRTUAL in particular is climbing back toward a.
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Where the AI Agent Space Stands Right Now PT.8. We now have another shakeout across the board with $VIRTUAL crabbing around $4.1BN & $AI16Z $2.1BN MC. InvestmentDAO took a bit of beating, especially with lower caps DAOs. โข @wai_combinator: $WAI retraced 21% during the last 24hr.
Unique Trading Plays and Setups. The AI agent space continues to offer intriguing opportunities across ecosystems, with capital rotation, new utilities, and emerging narratives driving fresh plays. Here's a breakdown of some unique setups worth exploring:. 1. CreatorBid Ecosystem.
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AI Trends from Consensus HK. โข AI projects are shifting from building conversational agents sharing insights to utility-focused agents. โข Many are finding their verticalsโtrading, prediction markets, and heavy DeFAI (LP'ing/lending & borrowing) are among the top verticals. โข.
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AI Agent Platform / Coordination Layer (by MC). - @Fetch_ai ($FET) โ $3.5bn.- @virtuals_io ($VIRTUAL) โ $400m.- @Spectral_Labs ($SPEC) โ $132m.- @autonolas ($OLAS) โ $105m.- @ChasmNetwork ($CAI) โ $13m. Many have yet to launch. 2025 is going to be fun.
AI agents will dominate all sectors by 2025. โข Defi txns will be done via agents.โข Defi strategies will be managed by agent vaults.โข Twitter will be filled with agent cult leaders .โข Tiktok & Instagram agents content will start to be indistinguishable from human's.โข.
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Virtuals is Taking Over. Previously, Virtuals has only tapped into a $5-7BN market, taking >80% of AI Agent market share on Base. It essentially consolidated and channeled the demand for building and speculating on AI agents into one ecosystem of @virtuals_io. Expanding to.
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AI Agents Bounce Back: Market Updates, Recovery, and What's Next. Despite last week being extremely bearish with liquidity escaping AI to from the $TRUMP family memecoins, we're seeing recovery for the AI agent coins, with many already making full recovery. To top it off, Trump,.
Where the AI Agent Space Stands Right Now PT.11.โ.The market has been brutal for the past 3 weeks. The bleed is exacerbated by $TRUMP & $MELANIE memecoin meta, vamping liquidity & mindshare away from everything else in the market. โ.However, zooming out on 14d & 30d timeframesโa.
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Where the AI Agent Space Stands Right Now, PT. 2.โ.The AI Agent space just had its first real shakeout, with many agents seeing 50-80% drawdowns. โ.Still, there are a few strong performers like $AIXBT, $MOE, $BULLY, $ALCH, $UBC, $AEJO, and $SIMMI holding steady. โ.Despite the.
Where the AI Agent Space Stands Right Now (Ecosystem-wise).โ.By Stack.โข @virtuals_io / G.A.M.E stack: Hands down the strongest distribution network for agents. Their scalability and roadmap are in a league of their own right now.โ.โข @ai16zdao / Eliza stack: Itโs the most widely.
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Man. BTC has crossed $100,000.ETH is back above $2,000, up 17% in a day.VIRTUAL is recovering, now at $2.TAO has regained the $400 mark. Stablecoin adoption at peak.DeAI making unprecedented progress.Sentiment is back.Appetite is back. Altcoin szn is here.
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Where the AI Agent Space Stands Right Now PT.9. Crypto market recently faced a sharp correction, with BTC dropping below $97,000 and Ethereum falling to around $3,387. This downturn was driven by strong U.S. job data, which shifted expectations for Federal Reserve rate cuts,.
Opportunities Within the Emerging Trends. 1. Agentic Metaverse. $HYPERโs $200M+ market cap has brought fresh momentum to gaming x AI and agentic metaverse coins. Hereโs whatโs popping right now:.โข $REALIS: $27M (+64% in the last 24 hours).โข $FREYA: $25M (+69%).โข $LIMBO: $8M.
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Add-on Insights / Developments During the Last 24 Hours. 1. Soleng and Her Solana AI Hackathon Judge Journey. @soleng_agent continues to review Solana AI Hackathon projects, dropping scores and full reports every hour. โข Score Highlights: So far, a final score of 7.5 is.
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๐๐จ๐ฉ ๐ ๐๐ ๐๐ง๐ญ ๐๐๐จ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆ you should know about โ
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Very nice to see my DeAI thesis getting validated in real time lol. $TAO +60%~ from entry about a week and a half ago while alpha subnet tokens continue to grind upwards, offering 100%+ APY. Best part about this is that liquidity is much thicker vs. other AI agent tokensโyou can.
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We're seeing a huge inflow of Arbitrum gainz. Each altcoin doing 2x - 3x over the past week. If you're under-exposed on Arbitrum coins, this guide is for you. ๐งต๐๐จ๐ฉ ๐๐ ๐๐ซ๐๐ข๐ญ๐ซ๐ฎ๐ฆ ๐๐ฅ๐๐ฒ๐ฌ. (From a guy who have been tracking Arb Eco for the past 9 months)
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Where the AI Agent Space Stands Right Now PT.12. January has been a brutal month for AI Agents with many coins having 50-80% drawdown. It all started with $TRUMP family coins that sucked majority of liquidity & attention away from AI Agents and most recently, the emergence of.
AI Agents Bounce Back: Market Updates, Recovery, and What's Next. Despite last week being extremely bearish with liquidity escaping AI to from the $TRUMP family memecoins, we're seeing recovery for the AI agent coins, with many already making full recovery. To top it off, Trump,.
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Memecoin Szn in Full Swing. Wat to do wen Meme szn fades?. More memes? Maybe. OR You can Invest in ๐๐ง๐๐๐ซ๐ฏ๐๐ฅ๐ฎ๐๐ ๐๐ซ๐จ๐ฃ๐๐๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐
๐ฎ๐ง๐๐๐ฆ๐๐ง๐ญ๐๐ฅ๐ฌ ๐จ๐ง @Arbitrum. ๐งต๐๐ก๐จ๐ฉ๐ฉ๐ข๐ง๐ ๐๐ข๐ฌ๐ญ - ๐๐จ๐ฉ ๐ณ ๐๐ซ๐๐ข๐ญ๐ซ๐ฎ๐ฆ ๐๐ซ๐จ๐ฃ๐๐๐ญ๐ฌ. 0/11
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