0xJeff
@Defi0xJeff
Ex @TheSpartanGroup | Adv @vectis_finance | NO BS AI & The After Hour 🔀 http://defi0xjeff.substack.com | Investing in AI - Pitch🔽
The dynamic between Kaito v. Cookie is getting very interesting The battle of the first launch on the attention capital markets - @TheoriqAI on Kaito v. @Almanak__ on Cookie - Theoriq: $75M with 25% unlock at TGE + 37.5% after 1 yr + rest linearly vest over a year - Almanak:…
Doing something a bit different this time around Dropping two episodes of "The After Hour" this week In the After Hour EP.12, I unpack: - AI sector still lagging, but big move is still ahead - Thoughts on $THQ launch on Kaito - Thoughts on Cookie ACM - My recent…
Doing something a bit different this time around Dropping two episodes of "The After Hour" this week In the After Hour EP.12, I unpack: - AI sector still lagging, but big move is still ahead - Thoughts on $THQ launch on Kaito - Thoughts on Cookie ACM - My recent…
ETH finally gets its moment + "some" alts are catching bids In After Hour EP.11, I break down: - 2 picks I think will outperform ETH short to mid-term - Why ███ = one of the cleanest DCA setups right now - What ██████ is quietly building (and why it matters) - A…
Tokens with interesting products/catalysts that I'm most excited for - @SamIsMoving / @frodobots to start ultimate fighting bot (UFB) league with SAM being a key part of it - @comput3ai going through next phase of growth, hoping the new upcoming product serving ███ comes to…
Listing Top Useful Apps You Should Try (during the bull) - @cookiedotfun — daily tracking of AI agent tokens (if you plan to spend a lot of time looking at how things perform, Cookie is needed) - @elfa_ai — social listening tool allowing you to understand what's going on, why…
Prediction has always been part of human evolution But we've just begun to leverage it in Web3 In "The Art of Prediction", I explore: - How AI prediction models are reshaping Defi & and every other Web3 vertical - The thesis behind betting on who sees the future better - Why…
Top 10 Must Read AI Content for this Weekend PT.36 - @youmio_ai unveiled creating AI L1 on Avax: x.com/youmio_ai/stat… - @sanlsrni what happened to Crypto x AI: x.com/sanlsrni/statu… - @ESYudkowsky State of AI Attack vs Defense: x.com/ESYudkowsky/st… - @psdnai A16z…
Top 10 Must Read AI Content for this Weekend PT.35 - @OpenAI ChatGPT introduces ChatGPT Agent: x.com/OpenAI/status/… - @zeussubnet announced decentralized MoE for MLWP: x.com/zeussubnet/sta… - @peacefuldecay the final meta: x.com/peacefuldecay/… - @delphi_intel Delphi…
The meta is shifting — from fair launch meta to attention capital market meta The market is now rewarding - Medium float, medium FDV, product-ready teams - 12-24 months of quiet iteration pre-TGE - Accelerate with attention + alignment with the new InfoFi, the ACM Kaito’s…
The current state of AI market reminds me of Q4 2024 10+ teams about to launch a new product, either pivoting from previous idea OR spent 3-6 months refining the same product, getting very close to launch Best thing is..... most of these teams are trading at $1M - $10M MC —…
Red & Blue Ocean | White Space | Niche (Application-focused Edition) ———————————————— Red Ocean - Conversational AI slop bot on X - Trading analytics terminal - Security agents - InfoFi product tracking sentiment i.e. Kaito-wrapper - Abstraction / execution layer -…
Listing Top Useful Apps You Should Try (during the bull) - @cookiedotfun — daily tracking of AI agent tokens (if you plan to spend a lot of time looking at how things perform, Cookie is needed) - @elfa_ai — social listening tool allowing you to understand what's going on, why…
One of the best strategy you can do during bull is leverage spot strategy This is a pretty basic lending/borrowing strat you can do on AAVE, Fluid, Euler, and any other money markets If you're bullish ETH, you can start of with ETH as a collateral and borrow USDC Starting…
Listing Top Useful Apps You Should Try (during the bull) - @cookiedotfun — daily tracking of AI agent tokens (if you plan to spend a lot of time looking at how things perform, Cookie is needed) - @elfa_ai — social listening tool allowing you to understand what's going on, why…
Top teams I'm currently monitoring (not all inclusive) Prediction-based Agents - @aion5100 - @AskBillyBets - @thedkingdao DeFAI - Trading & Yield Optimizing - @gizatechxyz - @Almanak__ (no token yet) - @Cod3xOrg - @FlagshipFYI (no token yet) - @Infinit_Labs (no token yet) -…
ETH finally gets its moment + "some" alts are catching bids In After Hour EP.11, I break down: - 2 picks I think will outperform ETH short to mid-term - Why ███ = one of the cleanest DCA setups right now - What ██████ is quietly building (and why it matters) - A…
As we go deeper into the cycle, capital keeps flowing to teams closest to PMF In After Hour EP.10, I cover: - 2 overlooked teams quietly setting up for a bounce - What to expect next week from CreatorBid - Other market insights & what to watch for Quick update with high R/R…
The #1 trading lesson that I learned across this past cycle is If you see a fundamentally sound project that dumped 30%+ in a day without FUD nor drastic change to the fundamentals, you start buying/DCA'ing into the dip Best R/R strategy around (assuming you pick the right…
Top 10 Must Read AI Content for this Weekend PT.35 - @OpenAI ChatGPT introduces ChatGPT Agent: x.com/OpenAI/status/… - @zeussubnet announced decentralized MoE for MLWP: x.com/zeussubnet/sta… - @peacefuldecay the final meta: x.com/peacefuldecay/… - @delphi_intel Delphi…
Top 10 Must Read AI Content for this Weekend PT.34 - @Tiger_Research_ Virtuals Protocol Rise of the $1 Trillion Agent Economy: x.com/Tiger_Research… - @lzminsky Multiplier Fun Whitepaper (Must Read): x.com/lzminsky/statu… - @MantleX_AI LLMs in the Crypto x AI Frontier:…
agents capital markets tokenization of X conversational agent tokenization of data tokenization of ai applications tokenization of ai models tokenization of ai startups tokenization of intelligence co-ownership of ̶a̶r̶t̶i̶f̶i̶c̶i̶a̶l̶ intelligence
̶i̶n̶t̶e̶r̶n̶e̶t̶ ̶c̶a̶p̶i̶t̶a̶l̶ ̶m̶a̶r̶k̶e̶t̶s̶ attention capital markets agent capital markets
attention capital markets Kaito v. Cookie Top-tier Launches v. Top-tier Launches Yappers v. Snappers $KAITO v. $COOKIE = yappers, snappers, stakers put money where their mouth is ̶n̶o̶i̶s̶e̶ signal
̶i̶n̶t̶e̶r̶n̶e̶t̶ ̶c̶a̶p̶i̶t̶a̶l̶ ̶m̶a̶r̶k̶e̶t̶s̶ attention capital markets agent capital markets
Top teams I'm currently monitoring (not all inclusive) Prediction-based Agents - @aion5100 - @AskBillyBets - @thedkingdao DeFAI - Trading & Yield Optimizing - @gizatechxyz - @Almanak__ (no token yet) - @Cod3xOrg - @FlagshipFYI (no token yet) - @Infinit_Labs (no token yet) -…