0xJeff Profile picture
Jul 21 1 tweets 2 min read Read on X
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 things are pumping (dumping)

- @GigabrainGG — gives you long/short signals with all you need for a trading setup

- @multiplierfun — accumulate more tokens through RNG, multiplying your low caps stack

- Money Markets/leverage/yields @aave, @0xfluid, @eulerfinance, @Contango_xyz, @pendle_fi — particularly useful for further unlocking liquidity to get more risk-on (Defi strats, to buy dips, or to use IRL). I've shared my strategies on this in the latest After Hour EP.11

- @gizatechxyz & @Almanak__ — to keep your stables farming efficiently. Almanak alUSD vault in particular is offering 10% base yield + fixed points (40-50% APY on top... cap is filled so you gotta wait for them to increase it soon)

Waiting for these to rollout

- @Almanak__ AI Tokenized Vaults ➔ create AI-driven strategies from basic TA execution (trading) to Pendle YT PT trading strategies. Hope to try this out soon in Aug - Sep

- @Infinit_Labs v2 social layer ➔ top APY % community-curated strategies / sharper yield farming insights + direct multi-step execution. v1 did not have enough differentiation from other abstraction layers so hopefully v2 addresses lots of challenges that people are facing

- @cod3xorg v0.7 introducing much better improvement to UI/UX, a lot easier to deploy & manage agents that execute on your thesis (based on their latest demo)

- @xFractalDotFun trading terminal powered by multi-agent/swarms that focuses on surfacing alpha/insights on Solana, partnered with @SaharaLabsAI, @alloranetwork for price prediction. Team also working on Bubblemaps feature that I've been bugging every analytics founders to ship but nobody would lol (using AI to analyze bubblemaps instead of us having to manually do it ourselves)

More on Fractal here: x.com/xFractalDotFun…

- @TheoriqAI to rollout its workflow automations for Kaito, as the first client/partner. Especially the KAITO LP workflow automation in partnership with Arrakis (hopefully w/ juicy LP incentives as well)

• • •

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More from @Defi0xJeff

Apr 24
Trying to catchup on Bittensor? Don't start with the whitepaper

Start with the subnets — where the real action is.

Here are Top 13 you should know:
Disclaimer: Going to be covering ones that I find interesting & relatively easy to understand in this thread

This is not an exhaustive list of subnet to invest in. I'll share my thoughts on this later in my next Bittensor substack article

Let's dig in ↓

0/15
Rayon Labs

@rayon_labs is the #1 team on Bittensor that runs 3 subnets that own >1/3rd of the entire $TAO Emissions

- SN64 Chutes
- SN56 Gradients
- SN19 Nineteen

Rayon is seen as the most professional, best at execution, building publicly with frequent comms / updates

1/15 Image
Read 18 tweets
Mar 3
AI Agent Landscape Feb'25

Covering the Top Market Leaders in each category ↓
Disclaimer: This is a simplified list that only includes top player(s) by Market Cap or by Relevancy. The list will change every month due to the volatility of the sector.

Many infra categories aren't included as I'll be mainly focusing on popular use cases in this list.

0/38
Distribution Network (Launchpad)

AI Agents need a strong distribution network to launch & showcase its use cases, and Launchpad offers the best distribution channel

3 major types of launchpad
- Generalized
- 3D Eco
- InvestmentDAO

1/38 Image
Read 41 tweets
Feb 16
Top 8 Cookie DeFAI Hackathon Projects Image
My thoughts on @cookiedotfun DeFAI Hackathon

I didn't realize until later that projects with tokens were disqualified (even though many were highlighted on the Cookie DeFAI Hackathon dashboard).

Still, there were so many high-quality teams building unique products.

1/13
As you may have seen from the winner list, all of them were brand-new projects.

I’ll go through the most interesting ones—starting with those that got disqualified and working my way to the winners.

Let’s dive in ↓

2/13
Read 15 tweets
Feb 13
Top 9 Things You Should Watch for This Week Image
1. @arcdotfun Launchpad

Arc Forge, launchpad built on top of @MeteoraAG DLLM and @JupiterExchange goes live today (Feb 13) at 9am EST

@askjimmy_ai, trading agent ecosystem as first flagship launch

2. @virtuals_io Solana Launch

Virtuals successfully landed on Solana with @HeyTracyAI as the first Solana flagship agent offering Sports Commentary & Analytics product

Virgens awaiting further comms from the team on what's coming next

Read 11 tweets
Feb 4
AI Agents are bouncing back hard

Here’s a breakdown of the Top 6 strongest sectors leading the charge: Image
The market had a massive sell-off off the back of Trump's Tariff announcement with fear of trade wars with Mexico, Canada, China looming

The fear is now suspended for 30 days after last min negotiations between the two US neighbors

1/14
On top of this, Trump has signed an executive order to establish a U.S. sovereign wealth fund (potentially signaling the diversification of investment into Crypto)

David Sacks is set to host a press conf on Feb 4, detailing the administrations' stance on Crypto & AI

2/14
Read 16 tweets
Feb 1
The agent market has been bleeding for 3-4 weeks straight.

So.....What's next? 🧵 Image
Let's look at what has transpired in the past month

Total Market Cap went down from $21.5BN to $9.5BN, ~55.8% retracement across the board

Almost all of the agents retraced 20-90% during the last 30d making this the largest drawdown we've seen in the sector

1/15 Image
Solana & Base Total Agent Market Cap both declined at a similar rate of 58% since the start of Jan

The dominance gap between Solana & Base is getting smaller from $2.1BN to $900mn

The gap will continue to be shorter as @virtuals_io starts its expansion on Solana

2/15 Image
Read 17 tweets

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