Jesse Walden Profile picture
Jan 30 6 tweets 2 min read Read on X
DAO 2.0 Product Ideas

1/ New Community/Gov Tools

+ DAO 2.0 launcher: platform enables launching new community/governance tokens tied to an agent, agent responds to tokenholder votes, reads discussion forums and generates proposals (where agent will execute with a time delay and tokenholders hold a heckler’s veto), etc.

+ Quality assessment for token distribution: an agent assesses quality of contributions to determine payment/token allocations for DAOs/airdrops/etc.

+ Price as governance: an agent that uses a token’s price as input to decision making (but not the sole input)
2/ Prediction Markets

+ Market creation agent: Agent spots a hot Twitter viral debate/news, quickly launches a more ephemeral prediction market based on it.

+ Prediction market trading agent: Agent acts as market maker, ingests information on current events and trades in a dedicated prediction market.

+ Prediction zkTLS agent: Agent that can generate zkTLS proofs to resolve prediction markets (e.g., Polymarket resolved by zkTLS instead of a DAO).
3/ Social

+ Autonomous memecoin launcher: Agent tracks news/social media to come up with the next hot memecoin and launches it; uses previous data to assess potential virality.

+ Reputation/social agent trading: agent tracks token shills from various accounts on Twitter and builds reputation score on their performance; aggregates scores to make trading decisions.

+ Content production DAO agent ("Botto for X"): Agent generates content where human signaling through DAO token holders is used as RLHF/refining taste of the agent (for music, film, TV, social content, etc.).

+ Agent as connector/AI service marketplace: Agents running on existing social platforms (e.g., Farcaster, LinkedIn), to reach out on behalf of users who want to be connected with other users for a specific talent, information, or freelancing opportunity.

+ Ongoing puzzle agent with bounties: Agent continues to generate unique puzzles for people to solve with a bounty/reward pot.

+ Agent game character NFTs: NFTs that have memories, ingest social data, can evolve over time, work with their trainers to do tasks in the game, battle each other, etc. (e.g., Digimon, Pokemon).
4/ DeFi

+ ETF/index agent: Agent creates index products for a basket of tokens based on user's preferences or users wanting exposure to a given narrative/area e.g., creating a memecoin basket only focused on dog coins.

+ LP abstraction agent: Agent helps user determine where to put tokens into various LP pools/manage those positions.
5/ Risk Monitoring

+ ZachZBT: Agent monitors for hacks or other fraudulent activity and publishes research as well as tries to get funds back for people.

+ Due diligence agent: Agent verifies contract integrity, dev reputations, on-chain behavior, and potential rug risks; allows users to interact with the agent to ask questions about risks.
h/t to @jphackworth42 @dbarabander for jamming on these

actively looking to invest here, open to variants on all this / things we're missing. dms open for any/all of us :)

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More from @jessewldn

Jun 26, 2024
My tl;dr (paraphrase) on why @Hyperlane's AVS (via @eigenlayer) is interesting

1/ Hyperlane is focused on enabling the modular expansion of rollups. Rollups can use Hyperlane to permissionlessly connect to other rollups and VMs with fast/cheap bridging. With the addition of the Hyperlane AVS, any rollup, from any framework (e.g. OPStack, Arb, AggLayer, etc) can connect with any other—without needing to source liquidity or validator sets to secure that connection.

Why Hyperlane AVS for this? More below:
Canonical rollup bridges claim to be super secure (secured by Ethereum L1), but require a 7 day wait.

3rd party bridges improve on speed, but often sacrifice on security and connectivity to other rollups.
Hyperlane’s modular security architecture allows anyone to deploy a bridge and create a custom validator set (e.g. for example, using a rollup's native token for stake)

Those validators can observe and validate messages on any origin chain/rollup, enabling permissionless connectivity between chains validators observe.

If a validator signs a message not found in the chain’s block history (e.g. in an attempt to steal funds), it is committing fraud, and the message serves as evidence.
Read 7 tweets
Jan 21, 2024
Headless Marketplace: a market leveraging global (onchain) identity, money, and data while distributing locally, wherever a users wallet already is (e.g. inside a Telegram group chat or Farcaster feed)
Most marketplaces are destinations: users have to travel to a website or open an app, signup for an account, put in a credit card.

With headless marketplaces, the destination is wherever the users attention already is—and increasingly, thats where their $ will be too...
Thats because apps where users spend time are increasingly integrating crypto wallets (e.g. Telegram, Reddit, Warpcast)

That means users identity, money, data, will travel with them, and the friction to transacting will become much, much lower as a result.
Read 8 tweets
Nov 4, 2022
Will Web3 end up like traditional open source, where (application) protocols end up as open source commodities, and products capture all the value on top?

🧵
Last year I argued protocols that capture fees should buck against that future, and offered a strategy on how to do it:
Here’s an orthogonal thought that updates some of the thinking:
Read 16 tweets
Aug 24, 2022
New post: Tokens are Products
variant.fund/articles/token…

👇 + 🧵
Products and tokens both require:

- Engineering: How does it operate?
- Design: How does the user navigate and experience it?
- Go-to-market: How should it be distributed?
Executing on these questions should be grounded in an understanding of user needs.

If great products optimize for excellent user experience (UX) in addressing these needs, great tokens should optimize for a great ownership experience (OX).
Read 8 tweets
Aug 4, 2022
We've been longtime supporters of @Uniswap and its ecosystem growth @variantfund.

~2 yrs ago, we co-authored the first succesful gov proposal that led to the creation of @uniswapgrants.

Why I'm supportive of this proposal for a Uniswap Foundation as the next logical step👇
@uniswapgrants has successfully deployed $7M+ to >120 projects, helping add 4K new LPs, fund meaningful research, etc: mirror.xyz/kennethng.eth/…

But as noted in the original proposal, it was always meant as an MVP for something bigger.

If approved, that something could be UF.
The UF would serve a number of functions, including expanding the grants program, and providing deeper, hands on support for a decentralized ecosystem of developers, researchers, and governance participants

See the proposal for more deets: gov.uniswap.org/t/temperature-…
Read 6 tweets
Aug 2, 2022
Achieving sufficient decentralization is a goal of many projects in web3, but how to do so has remained mercurial.

Excited to share a playbook for founders and lawyers, written by @boironattorney, advisor to @variantfund and Chief Legal officer at dYdX

variant.fund/articles/suffi…
First, some backstory. “Sufficient decentralization” was coined by the SEC’s Williams Hinman. In 2018, he argued the Ethereum network had become sufficiently decentralized because no single, identifiable, coordinated group drove the protocol or value of ETH.
While much has been written on the “sufficient decentralization” of protocols themselves, Marc’s piece covers everything else around the protocols: development, BD, marketing, IP, governance, etc. Sufficient decentralization of off-chain activities. Image
Read 13 tweets

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