@0xJeff

DeFi Tokenomics is coming to AI ​ Venice introduced DIEM → stake VVV, earn ~18% APY and mint DIEM, tokenized inference credit that generates $1/day in platform credits till perpetuity. ​ BUT, there are many people who minted DIEM but has no use for it. $1/day just goes to waste. AntSeed built on this premise, takes the $1/day inference credit, and sell it to AI users who're interested in discounted credits. ​ Yields for DIEM owners, cheaper inference for AI users, yields on top of yields for VVV stakers. ​ Dolphin pushes the design space a step further: - Perpetual inference credits accrue directly to POD - Node operators, validators, investors align interests by staking - Staking auto-compound yields from network buybacks - The longer the stake, the higher the multiplier for node rewards - Unstaking triggers 3 months of lockup ​ There's veCRV-like mechanic where stakers will be able to re-direct their unused inference credits to other people — instead of bribe market for voting power, we're getting bribe market for inference. ​ My Idea: Just like when Penpie & Equilibria were building on top of Pendle's vePENDLE (2023-25), governance aggregators could accumulate POD, stake them, create liquid wrappers/maximize yields for stakers via the bribe market. ​ Pendle itself could list both DIEM & POD in the future, and create PT/YT markets where investors can speculate on yields with YT if they think inference demand is high OR fixed the yields with PT if they think inference demand is going down. ​ Looping strategy could also be built around PTs (or around original assets directly), essentially enabling leverage inference farming ​ Cool DeFi tokenomics design is definitely coming back

The 4 things that actually matter when setting up Hermes ​ 1. Model Configuration → The intelligence plumbing that could determine how intelligent your Hermes is ​ 2. Soul & User Configuration → The persona that takes Hermes from good to great, from generic ChatGPT to specialized agent ​ 3. Skills Setup → The workflows that took minutes the first time but ended up taking seconds the second time ​ 4. Tools Setup → The things that enable Hermes to expand its capabilities ​ Read this before you waste hours scratching your head, feeling frustrated over bugs, errors, and countless burned tokens

https://t.co/heEwO1RGeO

We're finally back Months of boredom and then suddenly everything everywhere at once. Most in-narratives pick already pumped 40-300% last week Many opps are still lying around - I outlined 3 underpriced altcoins opportunities in the After Hour EP.54 this week [Link in bio]

The State of Onchain AI ​ - AI as the top performing category - Inference leads, thanks to Venice & Dolphin AI - Bittensor remains the #1 AI ecosystem w/ highest no. of tangible products - Most runners are coming from Bittensor and Base - Top use cases are (i) Compute (ii) Inference (iii) Private AI (iv) Vertical AI - x402 growth stalled but gamified vol are gone - MPP vol hits ~10% of agentic commerce vol ​ The re-rating of Onchain AI is finally here