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Sam

@0xCryptoSam

Aug 17 • 2 tweets • 1 min read • Read on X

Lots of FUD on ETH unstaking queue. Seeing a lot of people post this chart without showing the entry queue (~300k ETH), which is approaching yearly highs.

Total ETH staking outflows - inflows = ~600k ETH. This is still a big number relative to the past year, but approximately the same amount was in the queue on July 26th before ETH printed a 20% gain in two weeks.

The case for ETH (the asset) remains strong. ETF inflows are increasing, BMNR has $20b to deploy, and retail still seems to be sidelined. Wall Street still has yet to experience its "ETH is the world computer moment".

Edit: BMNR will have $20b to deploy if the market absorbs their share offering

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More from @0xCryptoSam

Sam

@0xCryptoSam

Apr 15

https://x.com/CryptoSam01/status/1912168260453515540

I recently covered @HeyAnonai for @MessariCrypto. Here are some highlights from my report:

HeyAnon is an AI-powered DeFi protocol for building automated trading strategies with an NLP chatbot. It aggregates data from Messari, X, GitHub, and more.

https://x.com/CryptoSam01/status/1912168260453515540

2/ What is DeFAI

DeFAI uses AI to automate DeFi processes via three layers: abstraction (user text prompts), reasoning (translating prompts into instructions), and execution (performing transactions like swaps). Unlike traditional DeFi, it eliminates manual steps for tasks like trading.

HeyAnon applies this by executing onchain actions based on conditions, controlling abstraction, and execution with agent solvers.

3/ Core AI Capabilities:

HeyAnon’s system relies on three AI components:

1. Attribute Extraction: Parses user prompts to identify parameters. For example, "Swap 100 USDC for ETH" yields "100 USDC" (amount), "ETH" (asset), "swap" (action). It handles ambiguous inputs by mapping to structured data.
2. Intent Recognition: Interprets user intent to avoid misclassification. A prompt like "Trade USDC for ETH" is recognized as a swap, not staking or lending, using context-aware NLP models.
3. Transaction Flow Construction: Generates a sequence of onchain actions. For "Swap 100 USDC for ETH," it constructs: (1) verify USDC balance, (2) query DEX aggregators (e.g., 0x), (3) set slippage/gas parameters, (4) execute via smart contracts.

With these capabilities, HeyAnon can engineer complex trading prompts with simple, natural language, making advanced DeFi trading accessible without coding skills. Just chat with the HeyAnon bot, have a funded wallet, state your trade conditions, and send. The bot handles the rest.

Read 5 tweets

Sam

@0xCryptoSam

Jan 7

DeFAI's market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025. Here's why:

In his DeFAI manifesto, @danielesesta highlighted how AI can drive a DeFi renaissance by tackling challenges like cross-chain fragmentation, liquidity, and user experience. Even before "DeFAI" was coined, projects like @griffaindotcom, @neur_sh, @AIWayfinder, and @HeyAnonai have been racing to launch usable products.

First off, what does DeFAI actually mean?

DeFAI involves using AI tools such as autonomous agents and natural language commands to make onchain interactions.

For example, instead of navigating dApps manually, users can issue commands like “swap 3 ETH for USDC” or “bridge assets to another chain,” while the AI manages the backend complexity, including contracts, gas fees, and secure execution. You could even request the agent to write you an entirely new smart contract.

Leading Players in DeFAI: @griffaindotcom

Key Features:
- AI-driven "Special Agents" for token swaps, insights, and liquidity management.
- Built on Solana for fast, low-latency performance.
- Invite-only access requiring an early access pass and 2 SOL.
- AI Agent Playground for testing strategies.

Long-Term Vision:
- Customizable personal agents for onchain task execution.
- Specialized agents to manage specific operations and user portfolios.