ErionZ | The Web3 Dojo

dips are opportunities to buy lower, getting better entries. enjoy them

Agents are central to the future of the agentic economy. But the question is not whether an agent can make a mistake. It is what happens when a mistaken agent can sign. A trading agent reads token metadata, tool output, pages, and other agents’ messages, then acts. Those strings were not part of your prompt. Models still do not reliably tell data from commands. Giving the agent permission to trade does not make that text trustworthy. If the payload lands in CLAUDE.md or a hook, the agent will read it again tomorrow. @agentwormhole is trying to sit in front of the signature. read → check → verify → sign → pay. ➥ The actual problem ⛩ Prompt injection against an agent with a wallet is a transfer. A payment to an attacker’s address simulates perfectly. Correct balances. No revert. The model sees nothing wrong. Wallets answer what the transaction will do. Almost none answer whether it is the transaction that was asked for. That is why this exists. Not an AI security meme. A check outside the model, before the money moves. ➥ Three surfaces ⛩ → Instructions. wormhole-guard is free, offline, on PyPI. It watches writes to CLAUDE.md, .cursor/rules, hooks. The June 2026 pattern that matters here is persistence: a payload that writes itself into the file the agent re-injects next session. Hash the baseline. Refuse the write. You do not need to hold to run this. → Payments. wormhole-x402 compares the unsigned payment to the merchant quote on a channel the model never touched. Wrong destination, wrong amount, sneaky delegation → refused. Offline. No extra RPC. Solana and EVM. → Token launches. Name, ticker, description are cheap to poison. Zero-width characters, hidden instructions, impersonation. The launch layer scans at creation on Robinhood Chain, on demand on Solana, attests the exact bytes, and badges the token. The badge says checked, changed, or findings. It does not say safe. ➥ What they are not claiming ⛩ They published their own miss. Guards that trust a tool’s name get walked around if the other side renames the tool. They measured it, patched it, left the paper up. They also say they do not stop slopsquatting at npm install. They catch persistence after the payload tries to stay. A hole in Azure’s control plane is a different layer. They said they would have done nothing there. Layers, not a silver bullet. That is the part of their timeline worth keeping. ➥ The loop ⛩ Paid checks are meant to mint a micropayment. → Fees buy and burn it. They have reported 642,645 scans, 37,413,789 burned, 3.74% of supply removed and about $9,639.67 spent on buybacks. (keep in mind that these numbers might have changed) Scans are not paid calls. Many tools are free. Per-check fees are cents. Meaningful burn needs volume. They are paired with $PLTR: security token next to a security-related equity name, on Robinhood Chain. Easy narrative. Not the same as being the default check inside Robinhood’s trading MCP. ➥ What I am watching ⛩ Whether agents call the check before sign, not after. Whether x402 volume actually needs quote verification. Whether launchpads attest metadata before an agent reads it. Whether buybacks track usage and become a strong flywheel. Whether the next agent-loss incident makes a pre-sign check mandatory. If models, wallets, and MCP hosts ship this natively, a bolted-on layer gets thinner. If they do not, someone has to own the channel between untrusted text and a signature. Your agent can read the internet. The internet should not get to spend your money. You can read more about them at: agentwormhole.com Like always, NFA and DYOR fam. FYI, was shared in the Dojo private Telegram group at around a $400K market cap, then around $1M to $2M in the public Telegram channel.

$CATE above $70M mcap and I think this time we might have that break out to ATHs, soon! That also means @PoorGoat_ is back on the @fomo leaderboard along side @pointfarmcap & @The__Solstice for this week.

Last cycle, we taught TradFi what Bitcoin is and they loved it. This cycle we’re gonna show them the beta trades to Bitcoin and they’ll love those too. $ZEC got a ton of bids as the privacy beta to BTC. I see the next trade in $TAO with the “Bitcoin for AI” thesis. Decent chance $TAO moves similar to $ZEC once it starts hitting TradFi headlines imo. The tech catalyst is that I think the network is simply better now: – Daily issuance is 3,600 $TAO after the halving – V440 Emission Gate killed the coupon on parked slots – V441 Root Reborn turned root into validator-curated baskets – V450 put a 1/16 cap on those baskets and made the chain compute the scoreboard → The long tail of weak subnets used to eat ~38% of new $TAO. After the change they eat ~12%, while the top names eat more. Fewer teams are being paid to dump $TAO every day. More of the new coins go to projects people are actually using, so the effective sell side of the network just got thinner. And the tek is tekking, not larping anymore: – $28-35M annualized revenue across 24 subnets – 25/128 subnets have identifiable revenue – Lium, Targon and Chutes are leading the revenue side – @lium_io already used revenue for a 2,500 $TAO buyback/burn – @TargonCompute reported 3.5x MoM growth + a 550 $TAO revenue-funded buyback – @chutes_ai has processed 9.1T tokens and is becoming the inference/API layer The next catalyst for $TAO is that distribution is suddenly getting much wider. – $TAO can now pair with memecoins through @LaunchOnSF – CCIP brought $TAO to Base and RH – Kraken already integrated native dTAO Even the institutional side is slowly forming. – Yuma now has 1M $TAO staked – Grayscale is calling the narrative “Bitcoin for AI”, while $GTAO already exists as an OTC trust – Bitwise filed a $TAO strategy ETF With all this stuff, when BTC breaks ATH into the new cycle, $TAO doesn’t have to be a hero to get a massive bid. Bittensor is the only one that prices intelligence the way Bitcoin prices block space: openly, adversarially and with a hard cap. My target for $TAO this cycle is simple, I think it trades at 4 digits.

gm gm robinhood is just getting started btw

🎙Join The Web3 Dojo for an X Space with Orchard! ⏰ Wednesday Aug 5, 3 PM EST / 7 PM UTC $50 Revenue Share ✅ Like and Reshare ✅ Join the XSpace AMA ✅ Follow @defidojo_ & @OrchardDotGold ➡️ Set reminder and join HERE ➡️ xitter.cf/i/spaces/1qGoNNoXqrkKv 🪷 🪷 🪷 🪷 🪷 🪷 AAPL Orchard is an on-chain planting game on Robinhood Chain. Players stake $ETH across 25 plots. Every 75 seconds a future block hash selects one plot to bloom; its planters split the AAPL stakes from the other plots (minus a rake) and reclaim their own stake. Payouts are in Robinhood-issued tokenized Apple stock ($AAPL). Empty blooms feed the Golden Apple jackpot. $SEED can be staked for a share of protocol revenue in AAPL planting itself is ETH-only. Fees also drive SEED buybacks and burns. ⚠️ DeFi Dojo does not give financial advice. Our professional AMAs offer investors an in-depth look into Web3 projects & provide opportunities to DYOR & ask questions live.

$ETH is cheap

Saw this data earlier because I’ve been looking for a new card to spend my crypto. Interesting fact, even with markets moving slow, card spending hit ATHs of $705M in July, with @RedotPay, @ether_fi and @KASTxyz leading the way. I’m still deciding which one to go for, any suggestions? And if it’s any good I might post more about them too.