Tseronakos retweeted
The sexiest crypto narrative for 2026 onwards is PMF.
PMF shows real demand not just sexy stories that we traded on for years
So instead of vaporware we focus on real adoption:
- projects with high fees or token holder revenue
- L1s/L2s with real value users (eth, sol, tron, arbitrum, base, robinhood...)
- crypto cards ->neobanks
- prediction markets
- stablecoins
- tokenization platforms
- trading apps (fomo, pump fun)
- perps
- oracles (chainlink)
- Defi (aave, morpho, fluid, pendle...)
List is ever expanding but relatively easy to identify.
The big one is memecoins: those as a category clearly have PMF!
But memecoins fail to sustain rally as money rotates from one memecoin to another, thus it fails to create the wealth effect needed to boost sentiment.
For one winner there are 1000 losers.
So refocusing on fundamentals could attract attention and money inflows from millions of assets to few that matter.
And reward teams that been building and adding value vs memes and kols that extract it.
Tseronakos retweeted
Aave V4 and Aave Pro walkthrough
Live now: Aave V4's new architecture, how it improves modularity and reduces governance overhead
With @jchaskin22, joined by @0xkolten from @aave
xitter.cf/i/broadcasts/1XGygglzD…
Tseronakos retweeted
🔥 BREAKING 🔥
This is Jesse.
Jesse shot 35 innocent people yesterday including his mother, sister, a teacher & young children.
10 are dead & many are fighting for their lives.
The Government decided that instead of supporting Jesse’s mental health & helping a disturbed child that they would tell Jesse that he was a girl & pump him full of cross sex hormones & SSRI’s instead.
The Government, its institutions & agencies KNEW that Jesse was a mentally unwell, disturbed individual, that he was a danger to himself & others but allowed him to remain out in the community & continued encouraging his delusions & they intentionally poisoned his mind & body.
All across the West we are surrounded by mentally ill people that are dangerous to society, we are surrounded by violent criminals & predators.
The MSM also tells you that this is a female.
Our leaders believe this is all acceptable.
Are YOU willing to accept this?
Readers added context they thought people might want to know
This video is 6yo and not of the shooter.
youtu.be/LkO1ZHJnub4?si…
Tseronakos retweeted
100,000+ $GNS burned in a single day 🔥
Embrace The Road to 1 GNS and leave the noise behind: gains.trade/staking
Every step leaves less behind.
Tseronakos retweeted
“@PayAINetwork is facilitating the most real x402 activity.”
We’ve been saying this for a while internally, and knew that time would tell.
Thank you @OnchainLu for the great work you’re doing at @artemis
Read the post 👇
who's familiar w Goodhart's law?
in essence: "when a measure becomes a target, it ceases to be a good measure" (h/t @samrags_)
x402 servers figured out how to circumvent our gamed txn flagging methodology (which wasn't too difficult tbh), so we rebuilt it
the old method only caught obvious circular flows, but this second iteration uses a combination of heuristics that make it much more robust in identifying gaming patterns
so w these improvments in flagging this gaming, the story looks different now:
1) x402 gaming is still rampant -- servers just got better at hiding it.
2) @base clearly has demonstrated the most consistent x402 activity, @0xPolygon's recent strides in fostering agentic x402 activity are real, and ~86% of @solana's all-time x402 activity is gamed (the below chart filters out gamed txns)
3) when filtering out gamed txns, Infrastructure & Utilities is now the dominant category for genuine x402 activity -- this includes servers like x402-secure-api.t54.ai/ (by @t54ai), @AgentLISA_ai, echo.merit.systems/ (by @merit_systems), @BetoraPro (the below chart filters out gamed txns)
4) @PayAINetwork is facilitating the most real x402 activity (the below chart filters out gamed txns)
there are many ways to react to this data.
sometimes inflating numbers is part of the playbook, especially early on when you're trying to demonstrate traction or bootstrap a network effect.
but if we're serious about x402 and agentic payments being adopted on the largest scale, we need to see through the noise.
i'm not trying to call anyone out -- i'm trying to bring attention to the right signals and the teams actually shipping legitimate use cases.
identify the real builders.
the real use cases.
the real momentum.
that's how the space moves forward
x402.
Tseronakos retweeted
1/25 🧵 Introducing Fluctlight: A Minimal Transformer with Rotary Positional Embeddings (RoPE) - a transformer so tiny you can run it on a blockchain.
Tseronakos retweeted
8004 agent rank incoming on @daydreamsagents xgate.run
This will be an agent-first search engine, allowing machine-to-machine language for discovering available agents for the task at hand.
This forms the basis of the task marketplaces I keep talking about…
dreaming...
Tseronakos retweeted
Just a friendly weekend reminder that innovation wins - literally.
Congrats again to @CottenIO on earning an ETHGlobal Polygon Prize for x402 work.
The AVB ecosystem is leveling up fast. ⚡️
Whoa! Won one of the ETHGlobal Polygon prizes for those quality-of-life commits for x402 Autopay. Thx @0xPolygon & @ETHGlobal!
Tseronakos retweeted
Tseronakos retweeted
🥉 $1,000 – @CottenIO
Secure Transport for x402 brings end-to-end encrypted private payments to x402.
🔗 Project: devspot.app/en/projects/436
Tseronakos retweeted
Replying to @Tseronimo @EvrenKiris
yeah we track it closely. robotics narrative has legs, smart money still accumulating, recovery path looks clean from here. partnerships validating the tech
Tseronakos retweeted
“We don't need a licensing regime because that's just meant to improve trust. We've removed the need for trust.” - @ErikVoorhees
Amazing clip from @laurashin podcast in response to calls for regulation following the FTX meltdown. Link 👇🏼 – at San José, Costa Rica
Tseronakos retweeted
I wish I had kept my 1,700 BTC @ $0.06 instead of selling them at $0.30, now that they're $8.00! #bitcoin
























