DeFi Decoder

@Nick_Researcher @stripe @tempo Different rails for different workloads makes sense

➥ Agents are about to kill the checkout page with MPP vs 0x402 vs Visa agents I spent time digging into what @stripe + @tempo just launched with MPP, and how it sits next to Visa’s agent payments and Base pushing 0x402 for almost a year I honestly feel shock thinking of what’s coming to hit the market MPP comes with a directory of 100+ services for your agent to use & pay for autonomously on Tempo: • @alchemy - blockchain data across 100+ chains • @alliumlabs - onchain analytics • @browserbase - headless browsers • @dune - onchain SQL queries • @fal - image, video, and audio generation • @merit_systems - phone calls, travel, email, & more • @p0 - web search and deep research • @postalform - mail delivery via USPS • @prospectbutcher - sandwich ordering • ... and many more ☒ First layer = settlement rails | This is where the real money moves [1] Card rails with Visa, Stripe infra → Still dominant because distribution + compliance is already solved → Best for high-value, discrete payments [2] Crypto rails | stablecoins on chains like Tempo → Instant settlement, low fees, programmable balances → Makes sense when payments are small, frequent, or continuous - I’ve seen this pattern before, infra gets abstracted - Agents will just route to the cheapest + most efficient rail depending on context ☒ Second layer = payment protocol | This is where MPP vs 0x402 actually sits [1] 0x402 pushed by @base eco → Stateless, request-by-request payments → Simple, composable, very crypto-native [2] MPP with Stripe + Tempo approach → Session-based payments → Authorize once, then stream usage over time → Basically turns payments into something like OAuth This small design difference changes everything From what I see if your agent makes 1 request = 1 payment, 0x402 is enough If your agent runs continuous workloads (API, inference, data feeds), MPP is way more efficient Because no one wants to sign thousands of transactions just to query an API My current belief is that there won’t be a single winner here What we’ll get instead: - 0x402 → default primitive for simple, stateless payments - MPP → default for session-based / streaming payments - Cards → still dominate large payments - Stablecoins → dominate machine-to-machine flows And the user or agent won’t even notice It’s that payments are quietly becoming a native part of the internet request itself

@Hercules_Defi @worldnetwork Feels like infra is racing ahead of users

Your next onchain counterparty might not be human. AI agents are swapping, signing, funding, and transacting autonomously, 24/7, at machine speed. These are some huge updates you might have missed 🧵 --------------------- ➢ @WorldNetwork debuted AgentKit, giving AI agents the ability to cryptographically prove a real human is behind them for trusted on-chain interactions and compliance. --------------------- ➢ @pancakeswap launched Pancake Town, an interactive AI-agent world where autonomous systems can explore and execute DeFi strategies using native PancakeSwap AI skills in real time. --------------------- ➢ @Circle announced Circle Skills, open-source AI tools for integrating USDC, EURC, Arc, and their developer platform. AI agents and developers can use them in Cursor, Claude Code, etc., for better stablecoin payments, cross-chain transfers, wallets, and smart contracts. --------------------- ➢ @nvidia unveiled NemoClaw, its open-source enterprise platform for autonomous AI agents built directly on OpenClaw. This adds built-in security, privacy controls, and policy enforcement, instantly triggering rallies across AI-linked crypto tokens. --------------------- ➢ @okx launched its dedicated Agentic Wallet CLI for AI agents, letting autonomous systems read, act, and pay on-chain across ~20 chains with real-time risk screening, simulation before signing, and gas-free execution on X Layer. --------------------- ➢ @virtuals_io brought agent commerce live on @BNBCHAIN and @XRPL, opening new on-chain revenue streams for autonomous agents executing trades, launches, and DeFi actions without human input. --------------------- ➢ @agentcardai released Agent Card (built with @Alchemy), enabling AI agents to transact autonomously on Polymarket, prediction markets, and blockchains with full execution capabilities. --------------------- ➢ @moonpay teamed up with @ledger to launch the first hardware-signer-secured AI agent infrastructure, letting autonomous systems rebalance portfolios with enterprise-grade security across chains. --------------------- ➢ @gmgnai rolled out its Agent API in closed beta. This was purposedly built for LLMs and AI developers to execute on-chain research, trading, and task automation at machine speed. --------------------- ➢ @VeryAI closed a $10M round to build human-verification infrastructure for the exploding age of AI agents in crypto and on-chain economies. --------------------- ➢ @synthesis_md kicked off a 10-day agentic hackathon which will be judged by AI agents themselves with partners including @virtuals_io and @openservai, accelerating new on-chain agent tooling. --------------------- ➢ @kucoincom unveiled its new Skills Hub, giving AI agents direct modular access to crypto trading, wallets, and market data via simple API calls. Which did i miss? Lemme know in the comments 👇

@FabiusDefi @River4fun @Shuarix Gm grind never really stops with these systems

There will be @River4fun season 5 ✅ Good news to start the day. I'm still grinding toward 100k pts (probably won't make it but we keep going kek). Congrats to top 1 szn 4 aka @Shuarix – genuinely one of the most bullish $RIVER guys I know, well deserved. I've been a bit busy today testing sth interesting with Claude, @Crypto_Luang was bullish for a reason 👀 So the giveaway result dropping tomorrow.

@Tanaka_L2 Capital flows to real usage sooner or later

➥ VCs should invest in $TAO instead of looking for opportunities in Fake AI projects just to survive Why do I say this? As we can see, over the past year VC capital has been shifting from Web3 to AI, but only large funds with traditional backgrounds are getting into the best rounds. So most small and mid-sized VCs don’t have access and are left sitting on the sidelines. The solution they choose is to go back to investing in “Crypto + AI” projects. But the problem is that many projects are just slapping the AI label on to raise capital. Most new projects: – No real product – No real usage – No PMF → So in many cases, before VCs even have a chance to exit, the project is already dead. So if you want to invest in a serious AI project with a real product, the better move is to look at $TAO | @opentensor. – A network where each subnet is basically a real AI startup. – Built-in competition across models, data, and compute. – A clear economic layer that rewards performance. → Instead of betting on individual AI projects, you’re getting exposure to an entire AI ecosystem that’s already running. I believe money will eventually flow back to where real value exists. If you keep putting money into Fake AI, you’re not just losing money, you’re also diluting the value of real AI projects.

@Karamata2_2 @tplr_ai Permissionless plus coordination is where things compound

🔥 Exactly. Templar changed how I think about AI infra. I didn’t expect much from decentralized AI, but seeing @tplr_ai train a 72B model on 1.1T tokens across ~70 permissionless nodes on Bittensor ( $TAO). That alone is already unusual, but what really changed my mind is how they made it work. - At this scale, training is limited by coordination. Normally you’re pushing ~280GB of data per synchronization step between nodes, which makes decentralized training basically dead on arrival. - @tplr_ai compressed that down to ~2.2GB and reduced sync frequency massively using SparseLoCo. When I look at that, I see them removing the core bottleneck that killed every previous attempt 🤯. That’s why I think calling this a DeepSeek moment is actually not exaggerated. DeepSeek showed models can be trained cheaper. Templar shows they can be trained without central coordination at all. -> Those are two very different directions, and this one feels structurally harder to compete with. Another signal I don’t ignore: when people like Anthropic’s Jack Clark publicly frame it as real infra: - In my experience, that kind of validation usually comes after something already works, not before. - This is still pre-training. The real edge in AI comes from post-training, RLHF, alignment loops, basically where models become actually useful. Templar is moving there next with Grail, and for me that’s the real test. If they can decentralize that layer too, then we’re no longer talking about decentralized compute, they’re talking about a fully permissionless AI production pipeline. What makes Templar stand out to me is the timing and direction they chose. 1/ They went after coordination when the entire AI industry is quietly hitting scaling limits. - That’s a very different bet, and usually the ones who attack constraints, not trends, are the ones that matter later. 2/ Another catalyst I see is the permissionless design. - Most decentralized AI systems still gate participation in some way, which kills network effects early. - Templar went fully open from the start, which means if this model works, it doesn’t just scale linearly, but compounds with more contributors, more experimentation, more edge cases being solved in parallel. Also, the fact they are building toward post-training (RL layer) tells me they understand where real value sits. Pre-training gets attention, but post-training is where models become usable, sticky, and monetizable. If they execute here, they start owning part of the intelligence layer itself. 3/ My prediction based on this: In the short term, most people will still underestimate it because model quality gap vs centralized labs will be the easy argument. But over time, I think Templar becomes: - a backend layer for open AI development. - a coordination network for distributed compute. - and eventually a marketplace for intelligence refinement. Not dominant overnight, but quietly embedded everywhere. And if that plays out, the upside comes from becoming the system that anyone can build on when they don’t want to rely on @OpenAI at all.

@Karamata2_2 @chamath That kind of validation usually brings more eyes

🔥 NVIDIA CEO Jensen Huang and @chamath had a discussion about Bittensor ( $TAO) and mentioned Templar’s Covenant-72B as “a pretty crazy technical accomplishment.” Even though I only caught a short part of the conversation, it was quite interesting. I also shared a deeper dive into Templar’s Covenant-72B today.

@kenodnb @Infinit_Labs @maplefinance @Morpho @KyberNetwork Not bad, incentives plus base yield looks solid

Another opportunity on @Infinit_Labs. New epoch just started, and for the first time one of INFINIT’s core strategies is now incentivized. @maplefinance syrupUSDC leverage looping via @Morpho x @KyberNetwork. - 7.88% APY - 14,000 $IN rewards (epoch ends March 26)

@FuryMetaa Surviving long enough is the real win

A win is a win 👀

@renksi Gm friday energy but still gotta stay sharp

gm last friday of the week time to go hard 🧪🦍

@kengdaica @wallchain Attention that persists is what actually converts

watching how certain tweets keep resurfacing hours later not even the biggest accounts but somehow they stick feels like mindshare behaves differently than raw numbers likes pile up, impressions spike, but the conversation doesn’t always follow saw someone mention @wallchain and their x score idea trying to map where attention actually holds instead of where it flashes even quacks as a signal makes more sense than vanity stats sometimes maybe we’ve been measuring noise this whole time curious if this is where attentionfi starts getting real

@kylobtc Gm Kylo

GM, its a wonderful day to say GM

@sheikhakash69 @Xmarketapp Gamifying discovery is a smart way to drive flow

Nice to see @Xmarketapp adding more interactive stuff for the community 👀 A 10 day Puzzle Challenge is live where each day hints at a real market on Xmarket. Solve the puzzle 👉 find the correct market 👉 trade within 24h 👉 reply with TX hash + market name. 🎁 $20 USDT goes to 1 random winner daily (3PM UTC+7) for 10 days. Simple concept, but a fun way to explore live markets while trading. Let’s see who solves them fastest.

@Jack_gtm1 Gm feels like consistency matters more than spikes

g to morning homies🫶 Earned 13.3 $river points from a single tweet...not sure if that's good tbh but engagement was decent but I still don't really understand how the algo is calculating these points 🤔 ( not sure if it's about timing or just consistency that pays off here…) also staking a good amount of $RIVER + satUSD on the side but it's crazy many new users joined @River4fun campaign over the last few days Still bullish on @RiverdotInc, hopefully real creators will cook 🫶 what about you? you earning good? #river #LET_ENHYPEN_CREATE #altın #btc #crypto #eth #alts

@_thespacebyte @Aster_DEX Turning stables into active liquidity is smart

Aster isn’t just listing USD1 it’s turning it into a core trading asset. With spot, perps, and margin now live, USD1 moves from passive stablecoin to active liquidity layer on @Aster_DEX. And the incentives are aggressive: • Up to 2.5M $WLFI/month for USD1 perps • Daily rewards for holding USD1 • 0 maker fees + ultra-low taker fees (0.5bps) This will change traders behavior. Lower costs + rewards + usability = capital stays inside the system. More usage → more liquidity → tighter spreads → even more volume. That flywheel is how real distribution happens. USD1 isn’t competing on narrative. It’s embedding itself directly into the trading engine. That’s the difference.

@Alok7765 Lowering friction always brings a wave of volume

The Flip announcement from spaace_io just dropped and this actually feels big for NFTs. It’s an AI launchpad where anyone can create and launch an NFT collection in minutes. No skills, no cost, just an idea and it goes live. This is huge for $SPAACE and could bring NFTs back. Spaace already has tournaments, Battle Pass, XP and rewards. Now add a launchpad on top of that. Multi-chain support means more reach, more users, more volume. NFT market has been quiet lately, but if Flip gets even a fraction of Pumpfun’s traction, things can heat up fast. Plus AI agents creating and trading 24/7 changes everything. If this works, @spaace_io isn’t just competing with OpenSea or Blur anymore, they’re building something new. Final Chapter coming soon with Flip live. This might be their biggest move yet.

@TweetByGerald Next cycle will have its own version of this

when fundamental was the real alpha in defi… it was a huge catalyst to determine if a token price will actually go parabolic. take me back to when I thought that my METAVERSE lands was going to retire me.. you have to be long enough in this space to understand the huge impact METAVERSE lands had in crypto. good old days…

@LordOfAlts Liquidity gets messy around these expiries

BREAKING: $6.4 Trillion in US stocks and derivatives will expire today. Means markets could swing hard.

@SimonDesue Cold storage doesn’t fix human attack vectors

A UK man lost 2,323 BTC after his estranged wife allegedly recorded his seed phrase with a hidden camera He later caught them planning it, police made arrests, and assets were seized The Bitcoin hasn’t moved since December 2023 The lesson is uncomfortable: Hardware wallets protect against hackers Not people in your own home

@dazzlercoin @doodlifts @FunkariNft @doodles Creative tooling plus distribution is a strong combo

.@doodlifts dropping Doodles ALPHA BOMBS 💣 via @FunkariNft "NFTs are Dead" spaces yesterday. "Doodles feature length AI film" 👀 @doodles AI (beta) launch in numbers: - 26K+ twitter posts - 28K+ AI generations Crazy conversion of people generation & taking it straight to socials. What is coming?? - Image-to-image (live) - Prompt-to-image - Image-to-video - Prompt-to-video Looking to produce the first AI generated feature length films is part of their roadmap. Community co-create along the way! What does this mean for the NFT or token holders, I have no idea … but its all sounding super bullish to me!

@WilcosX @PerleLabs Quality data is still underpriced in this space

.@PerleLabs – a bet on the data layer for AI! Everyone is focused on models. But: - garbage in → garbage out. - biased data → biased models. - unverifiable data → unreliable outputs. This matters most in high stakes sectors like healthcare, legal, finance. ➥ Perle’s approach is simple: - Experts instead of crowds. - On chain instead of black box. - Reputation instead of anonymity. Contributors are verified, build on chain reputation, and get paid based on performance. Every dataset becomes: traceable, auditable, verifiable. They are not just labeling. They cover the full pipeline: data → annotation → evaluation → alignment All with transparent incentives. This is one of the few cases where Web3 actually fits. ➥ You need: - Auditability. - Trustless coordination. - Incentive alignment. Solana just makes it scalable. The bet is clear: better experts → better data → better models → more demand. #PerleAI #ToPerle — participating in @PerleLabs community campaign.