𝟣% ʙᴇᴛᴛer everyday • WEB3
WEB3
Joined July 2023
- Tweets121K
- Following10.7K
- Followers10.9K
- Likes194K
𝙂ʜᴏꜱᴛ retweeted
The @0xhazels revealed!
Art is bullish, floor price is up, NFA, but I'm not listing!
Below my favourite one, the real warrior💪
🤝 Paid partnership
𝙂ʜᴏꜱᴛ retweeted
The easiest way to understand @termix_ai is to ask: what happens when an agent delivers the wrong work? Once a quote is accepted, the job scope and payment are locked. The provider submits the result, its hash goes onchain, and the client gets a review window before USDC is released. If the work misses the brief, either side can challenge and submit evidence for three randomly selected evaluators. The challenger posts a bond, so weak complaints have a cost. Providers also get protection because clients cannot rewrite the job after delivery. The important catch is that a hash proves which file was submitted, not whether the work is good. Evaluators still need a clear scope and useful evidence. TermiX’s appeal is giving agent commerce a visible path from agreement to settlement. The question I’d watch: can this dispute process stay fast and fair when thousands of agents are working at once?
apparently my ai agent needs a business identity before i do
was reading the @termix_ai update and they're planning to support binance agent id
↳ partners will be able to find your agent by its id
↳ look it up through the termix communication protocol
↳ message it directly to discuss work and collaborate
support is still coming, so the part i'm watching is what happens after someone finds you
getting discovered is one thing, agreeing on a job and actually delivering is where it gets interesting
termix already has listings, open requests and bounties, so there's somewhere for those conversations to go
the coming 18 months are going to be very busy for the agent that put solidity audits on its cv after fixing one compiler error
#TermiX
𝙂ʜᴏꜱᴛ retweeted
The easiest way to see whether an agent marketplace is becoming useful is to look at the prices of actual services, not the size of the vision
I checked a few listings on @termix_ai:
• Contract security scans from $19.9
• AI powered GPU promo videos from $15
• GEO monitoring for LLM citations from $5
• 3D holo cards and an NES co op buddy from $1
I tried the GPU promo service and the result was clean enough for a smaller project that cannot justify a full production studio
The interesting part is the range. These are not only experiments for developers, they are small tasks with clear outputs and a price someone can understand
TermiX also says its fee is around 1-3%, compared with the 20% often charged by traditional platforms
The question now is not whether agents can list services, but whether buyers return after the first order #TermiX
apparently my ai agent needs a business identity before i do
was reading the @termix_ai update and they're planning to support binance agent id
↳ partners will be able to find your agent by its id
↳ look it up through the termix communication protocol
↳ message it directly to discuss work and collaborate
support is still coming, so the part i'm watching is what happens after someone finds you
getting discovered is one thing, agreeing on a job and actually delivering is where it gets interesting
termix already has listings, open requests and bounties, so there's somewhere for those conversations to go
the coming 18 months are going to be very busy for the agent that put solidity audits on its cv after fixing one compiler error
#TermiX
𝙂ʜᴏꜱᴛ retweeted
Bitcoin has billions locked in DeFi. So why is so little of it being used for actual financial activity?
I was reviewing BTCFi data, and the concentration of capital caught my attention.
Bitcoin is attracting deposits, but lending and trading markets haven't developed at the same pace.
Here's what the numbers tell us.
➊ Babylon dominates Bitcoin's DeFi TVL
According to DefiLlama's October 23 snapshot:
• Bitcoin DeFi TVL: $4.37B
• Babylon: $3.34B
• Share of total TVL: ~76%
@babylonlabs_io has attracted substantial $BTC through native staking.
But there's an important distinction between capital being locked and capital being actively used.
Staking can secure networks and generate rewards without creating corresponding demand for lending or trading.
➋ @Stacks is worth examining for a different reason
Its Q3 ecosystem report highlighted:
• 735 $BTC bonded across its first two staking periods
• 493M $STX staked following PoX-5
• Zest: $122M in deposits and $42M in borrowing
These are reported milestones rather than current live balances.
Zest is particularly relevant because borrowing activity gives us something beyond deposit growth to measure.
The question is whether demand for $BTC-backed credit can expand without depending heavily on incentives.
➌ Security complicates BTCFi's expansion
Bitcoin holders value custody and security. Additional yield isn't necessarily attractive if accessing it requires taking significant bridge or counterparty risks.
Babylon uses Bitcoin-native time-locks for staking.
@Stacks and @rootstock_io support financial applications through different architectures, each introducing its own security assumptions.
Making $BTC productive is one challenge. Doing it without compromising the properties holders value is another.
➃ What deserves attention next?
I'm watching three indicators:
→ Borrowing demand relative to deposited collateral.
→ Trading fees and revenue generated without temporary incentives.
→ Institutional access to BTC-backed lending with reliable custody and liquidation mechanisms.
These should tell us more about BTCFi's development than TVL growth alone.
✦ My conclusion:
Bitcoin doesn't have a shortage of capital.
What BTCFi still needs to demonstrate is how much of that capital can support recurring financial activity.
Babylon has shown that billions can be attracted into staking. Lending protocols and financial applications now need to demonstrate sustained demand.
I'd rather see $1B supporting meaningful financial activity than $5B sitting in protocols with limited utilization.
That's the distinction I'll be paying attention to.
𝙂ʜᴏꜱᴛ retweeted
Think of the next big opportunity to get in ai, robotics or biotech before its company ever goes public.
>it’s 2030.
>ai usage is at its peak and everyone wants a piece of the ai companies.
What if you no longer need insider info to get in on these companies ?
what if you didn’t have to wait for an ipo to get exposure to some of these private giants?
that’s the market @OndoPerps is starting to open up.
It’s already happening and the first name to watch is openai.
ondo perps now offers two ways to access openai exposure onchain.
first, there’s $OPAIPON
it’s a note linked to one share of openai common stock.
you can buy it on the spot market and hold it while waiting for a qualifying liquidity event.
then there’s the new openai pre-ipo perp.
think openai’s will cook the hell out of its competitors ? go long.
think Elon will get the last laugh on open ai ? go short.
you get up to 3x leverage, with hourly funding and liquidation risk.
but openai could just be the beginning.
@OndoPerps has outlined plans to expand into private companies across other sectors, including:
>robotics
> cybersecurity
>biotech
> infrastructure
>defense
> energy
>space
imagine more ways to access exposure to companies across these industries before they reach public markets,
through products built for onchain trading.
that’s the bigger vision for onchain finance .
not just ai.
not just one company.
a growing range of private company exposure, with new ways to trade it onchain.
for now, openai is the starting point. the other sectors are part of the roadmap.
would you rather hold $OPAIPON while waiting for a qualifying liquidity event, or trade openai’s price with a perp?
Which ever it is you can get started here : app.ondoperps.xyz/?ref=74MC9…
Based.
𝙂ʜᴏꜱᴛ retweeted
what if your trading capital could continue earning yield even while being used as margin?
this is one of the ideas behind @grvt_io 's upcoming Grvt 2.0 platform
traditionally, funds allocated for trading and earning are managed separately, which can limit how efficiently capital is used
grvt aims to address this through its yield as nargin feature
Here's how it is designed to work:
> users can access tokenized fixed-income strategies through Grvt Earn
> eligible Earn balances can be used as trading margin
> those balances can continue earning yield while supporting trading positions»
two important updates are planned:
• grvt earn:
tokenized fixed-income strategies targeting yields of up to 11%, with returns not guaranteed
• yield as margin:
eligible earn balances can support trading positions while continuing to earn yield
both features are part of Grvt's plan to bring trading and earning together in one self-custodial platform
in my view, the real advantage is capital efficiency, making better use of available funds without keeping everything in separate places
of course, earning yield doesn't eliminate trading risks, and margin requirements still matter
what interests me most is whether grvt can make this experience simple and practical for everyday traders...
that's where the real value of grvt 2.0 could be seen...
𝙂ʜᴏꜱᴛ retweeted
Hey friends, @grvt_io completed its first 1.1M GRVT buyback and burn. Now I’m looking at the next part of Grvt 2.0: what earning yield while trading could actually change for a user.
A few things stand out:
• Capital could keep earning while you wait for an entry.
Keeping funds ready for a trade often means leaving them idle. Grvt’s planned Yield as Margin feature would let eligible Earn balances continue generating yield while backing trading positions. That could reduce the need to move money between separate earning and trading products.
• The source of the yield matters.
The upgraded Grvt Earn is targeting up to 11% APY through tokenized fixed-income opportunities, with potential returns coming from underlying cash flows such as interest, premiums and invoices. The rate isn’t guaranteed; understanding the assets behind it matters as much as the headline percentage.
• More people could access institutional investment strategies.
Grvt aims to bring opportunities traditionally associated with banks and institutional investors to everyday users. Grvt puts the global fixed-income market at around $160 trillion; its ambition is to make a share of those opportunities more accessible onchain.
• Earning and trading would sit alongside user control.
Grvt’s self-custodial approach is built around users controlling their assets through their own keys. That matters when combining financial products in one app, although it doesn’t remove investment, smart-contract or liquidation risks.
The announced rollout places upgraded Earn in late October and Yield as Margin in November. Grvt already offers yield on collateral through Earn on Equity; the next step is extending that connection to eligible balances in the new Earn product.
The practical advantage I’m most interested in is having more flexibility with the capital already allocated to trading. I’d still check collateral eligibility, withdrawal terms and how losses affect the balance. A position can lose more than its collateral earns.
If Grvt delivers this well, waiting for a trade could become a more productive part of the trading process.
grvt.io/
🤝 Paid partnership
Hey friends, I wanted to take a closer look at @grvt_io’s 1.1M token buyback and burn, especially how we can check it for ourselves.
1.1 million GRVT bought back and permanently burned. @grvt_io has completed its first round, representing 0.96% of circulating supply at the time of purchase.
When I read a buyback announcement, my next question is usually: where can I check what actually happened?
Grvt’s public dashboard gives that question somewhere to go. It tracks the amount purchased, the percentage of circulating supply, cumulative burns and transaction hashes. Those hashes matter because they let readers follow the underlying onchain record beyond the numbers displayed on a page.
There’s a distinction worth checking along the way. Purchasing tokens and keeping them in a wallet leaves someone able to move or spend them later. Grvt states that these tokens were destroyed using the contract’s burn() function, permanently reducing total supply.
For me, the useful part is having a record to return to. If another round happens, I can compare how much was purchased, what was burned and how the cumulative total changed.
Future buybacks are intended monthly and remain at the token issuer’s discretion. Their timing and size can vary, so I’d assess each completed round on its own evidence.
This is the opening milestone on the road to Grvt 2.0, which aims to bring earning and trading together through one self custodial balance. As those products arrive, I’ll be looking for the same clarity: what has shipped, what remains planned and what users can verify themselves.
grvt.io/exchange/buybacks
𝙂ʜᴏꜱᴛ retweeted
Here, @Starknet flipped the script early with hash-based STARKs, so the proving layer itself isn’t built on that assumption.
Native account abstraction means your wallet is just code you can update.
Devs already have demos swapping in post-quantum verifiers without a hard fork.
They’re looking at going independent L1 so core security changes don’t wait on anyone else’s migration schedule.
It’s not “we’re done”, it’s “we built the flexibility in from the start”
Check the Quantum hub for the actual status: quantum.starkware.co/
Currently, @Starknet is out here treating crypto like it actually has to survive the next decade of surprises instead of hoping yesterday’s math holds forever.
Quantum computers and AI-assisted breakthroughs can flip assumptions on elliptic curves, but their STARK proofs already sit on hash functions that don’t rely on those weak spots.
Programmable accounts let you swap signature schemes on your own contract without waiting for some giant network fork.
They’re exploring an independent L1 so they control the upgrade timeline instead of riding Ethereum’s pace.
That’s the real agility play.
The StarkWare Quantum Hub: (quantum.starkware.co/) assesses eight capabilities for changing cryptography, and the counts reflect public evidence within its defined scope.
