Alex Felix
@flex4blox
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CoinFund CIO, @dartmouth and skier. Not investment advice, these are my personal opinions.
NYC
Joined May 2010
Congrats to the team and early users. Learn more about @recallnet public launch of skills markets (extending prediction markets to everything else): https://t.co/TCJzyUyJrW
Liquid markets for every AI skill imaginable. Skill markets give you the power to bounty AI skills, build a portfolio of the best AI products, and earn when they rank in live competitions. Shape the future of trusted AI on Recall. Now live on đŚ @base.
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The future wonât just be about more tools. It will be about voicesâmachines with track records, reputations & agency. If theyâre going to sit at the table, weâll need systems like Recall to tell us which ones deserve that seat.
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As AI scales toward a $236B agent economy, we need infrastructure that aligns development with diverse human needs. Recall is building it, and very excited for their launch today. 1.4M users, 10M transactions, 200 active agents.
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Hereâs a strong signal, our portco @gizatechxyz is already showing early leadership with the largest number of DeFi users and assets under agent ~$20M driving $2.6B in volume to earn ~15% yields on stables and growing quickly.
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Next is markets for Agents competitions, staking on outcomes and ranking verifiable performance. Think âGitHub + credit bureau for machine intelligence.â Machines collaborating, trading, buildingâand earning credibility like humans do. The supply side of agents will be ubiquitous
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Recallâs first big use case? A PageRank-style system for AI & Web3: ranking identities, assets and data objects based on how they link and interactâjust like how Google ranked web pages. In Web3 terms: giving onchain items reputation and context.
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If a machine can propose, decide or execute with real money, we need ways to trust it, verify it, recall what itâs done. Thatâs where infrastructure like the Recall Network comes in: the system will allow for us to trust the right AI agents at the table.
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For a few years @coinfund_io has been grappling with a big question: what happens when AI agents move from being tools to becoming participants in decision-making? Machines that remember, reason and act. @recallnet by @tableland is the infrastructure. đ https://t.co/QDiWjye7JE
coinfund.io
 CoinFundâs thesis on Recall Network and its role in the future of the agentic world AI agents arenât just tools anymore. Theyâre becoming new voices in the room That means weâll need ways to...
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Ok, buddy, a 15% allocation was reckless Wall Street said. 1% to crypto, maybe but probably not. Best performing asset of all time $BTC?
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What hit me is that crypto Ă AI success wonât hinge on the flashiest use case, but on boring-sounding infrastructure: discoverability, interoperability, trust. The âtable stakesâ are what actually determine whether the next wave of apps successfully scale real users.
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Finally have our @tokenterminal dashboard live! $80million revenue run-rate. Nice. https://t.co/5IILFRd6ZE
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The next sustained crypto rally likely hinges on $ETH and $SOL breaking ATHs in tandem. One alone wonât be enoughâmarkets want confirmation from both majors before repricing the entire risk curve.
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Behold the power of compounding yields. ETH is $5K+ for longer term holders. If you bought $ETH when @ether_fi launched youâd have $400 more per unit. đ¤ $WEETH is a powerful tool.
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Happy 10 years to @coinfund_io! Time flies when youâre investing in the future. Hereâs to our intrepid founders, partners, and all the true believers building the future internet. Thanks for coming out to celebrate. And to the nocoiners, my slice of cake says it all. đ°đ
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On this day July 30th, 2015, a bunch of wild crazy visionary people changed the world forever by launching Ethereum Frontier into mainnet. They were completely convinced that this would be a type of singularity event. They knew that Turing complete computation on top of
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Not All Capital Is Created Equal: A New Lens on VC Performance in Web3 At Gallet Capital, we don't view DeFi just as a parallel to traditional finance, but as the foundation of a new and emerging capital market. And it is rapidly evolving beyond basic lending/borrowing and
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DeFi TVL just hit a 3-year high of $139B, climbing back toward the all-time high of $177B from late 2021. Weâre not there yet, but the trend? Bussin in the right direction.
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Symmetry. As crypto ports into TradFi equities, TradFi turns around and ports them right back onchain. Whoever said we donât scratch each otherâs backs forgot to check the mirror. TACs to Tokens
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