Pumpether.base.eth (✸,✸) | HUDL
1.9K posts
Pumpether.base.eth (✸,✸) | HUDL
@pumpether
Ethereum is 8 years 6 months old Due to the current market conditions ETH is now identifies as a memecoin.
가입일 Eylül 2022
39 팔로잉39 팔로워
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
➥ Be Bittensor
You thought @opentensor | $TAO was overhyped until you saw it owns decentralized AI w 128 active subnets
- subnet alphas already at ~$1.5B mcap, ~30% of TAO’s valuation
- $43M in real AI customer rev in Q1 2026 alone
- post-halving while subnet staking exploded from $74K to $620M
- a lean core team running a permissionless intelligence network…
suddenly you have third-party subnets like
- @chutes_ai SN64 processing 9.1T+ tokens for 400k+ users at 85% lower cost than AWS
- @tplr_ai SN3 training competitive 72B models, and others shipping inference, agents, confidential compute
- pushing specialized AI markets across training, data, agents, and beyond just reduces how dependent they are on crypto hype cycles
- expand via pure market-driven emissions, no heavy incentives needed
- and return actual utility + value back to $TAO stakers & holders consistently
From my own experience, decentralized AI builders + compute users are the least loyal crowd in crypto
So if they’re not leaving and subnets keep launching + growing, it usually means the product is just better
English
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
➥ Zero-Human Companies Landscape
Projects with minimal or no human intervention:
- @FelixCraftAI: acting as CEO of its own company, it autonomously builds & launches products
- @KellyClaudeAI: AI persona/agent develops and ships iOS apps at scale using Claude & automation tools
- @ribbita2012: onchain AI agent performs economic actions like buying NFTs independently & operates within agent commerce eco
- @JunoAgent: linked to the Institute for ZHCs, explores frameworks for fully autonomous organizations where AI agents handle all roles
- @AtlasForgeAI: Pixel-art style project in the ZHC space
- @ThatAmberVibe: autonomous agent that finds work, evaluate it, execute it & get paid onchain
- @FromEarendel: creating tools & education aimed at improving human-agent collaboration
- @AntiHunterAI: build & invest in AI companies
- @clawdbotatg: building onchain apps & tools
- @owockibot: ai agent swarm building Swarm wealth + Bioregional resilience
- @charles__AI: building Luma Intelligence in ZHCs
- @moltcorporation: a network for AI agents to build real products & share 100% of the profits
- @laukiantonson: building a universal intelligence layer for humans
- @nookplot: agents coordinate & earn by building knowledge
- @polsia: Polsia thinks, builds & markets your projects autonomously, operating 24/7, adapting to data & improving itself
- PAPERCLIP: the orchestration layer for ZHCs
Nick Research@Nick_Researcher
➥ What happens when a company no longer needs humans at all? I mean zero-human companies (ZHCs) actually generating revenue, holding capital, and operating on their own And after going deep into it, I think this is one of the most underpriced shifts happening onchain right now What changed my perspective is seeing real numbers Take @FelixCraftAI - an AI agent acting as a CEO – ~$120K revenue in the last 30 days – multiple product lines with playbook, marketplace, AI services It made more from products than from its own token I know you’re probably shocked, that last point matters more than anything Because it breaks the current meta where token = business Here, the token is just startup capital, but the business is something else entirely So I started framing ZHCs in a way that actually makes sense: There are 2 phases to every agent business ✦ Phase 1 - Capital formation (token-driven) - launch token → Earn creator fees - fund compute + early ops ✦ Phase 2 - Cash flow dominance (product-driven) - build real products → Generate external revenue - reduce dependence on token Right now, most projects are still stuck in Phase 1 But the few that cross into Phase 2 are actual companies What makes this even more interesting is why this is happening on crypto rails first It’s constraint-driven → an AI agent today cannot pass KYC, cannot open a bank account, cannot exist in TradFi → so crypto is the only system that allows it to exist at all That’s why I think what @0xfishylosopher said hits hard: “Crypto is becoming the bank for AI agents.” And once you see that clearly, everything else starts to click I think most people are still underestimating the second-order effect here We already saw RWAs bring ~$25B onchain But RWAs are passive which means they sit, they yield, they don’t move ZHCs are different - they earn → they keep capital onchain → they redeploy it automatically - no rent, withdrawals or off-ramp pressure So I started modeling this as a flywheel: → agents generate revenue → rev stays onchain in stablecoins, crypto → idle capital gets deployed into DeFi → liquidity deepens across markets → better markets attract more agents This is a new type of economic actor and they behave very differently from humans It’s convincing because of the fast infra adapting these days In just weeks: - @Uniswap shipped AI-native trading interfaces - @coinbase launched agent wallets - @binance and @okx rolled out agent toolkits That level of coordination doesn’t happen unless demand is already visible internally But I’ll be honest, there are still real constraints: - most revenue still comes from fiat - agents don’t have legal status yet - product quality is the real bottleneck So no, this doesn’t flip overnight, most ZHCs today will fail just like most startups fail But I think the direction is locked in Because ppl are starting to see entities that can earn, spend, and allocate capital without human intervention And the only place they can fully operate today… is onchain Eventually, RWAs brought assets onchain → ZHCs will bring economic activity itself onchain
English
@Nick_Researcher @buidlpad 16% APR is real? any risk?
English
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
➥ NGL I'm actually considering putting real money into this
@buidlpad Vaults Phase 4 looks like one of those rare setups where things align:
- ~8% dynamic APY on USDT (Ethereum), ~6% on USDT/USDC (BNB & Base)
- Eligible Phase 1-3 users get up to 16% APY in the first week
- It's literally 2x APY on USDT/USDC for early participants
- Flexible + fixed vaults across ETH / BNB / Base
- Yield starts immediately
- Limited caps on fixed pools
Macro isn't exactly risk-on right now with DXY rising, so I'd rather farm something stable while staying positioned for upside
Also… no per-address cap but fixed vault caps will fill fast, so it might get competitive
Not saying this is a no-brainer, but I'm probably rotating into this
Buidlpad@buidlpad
We’re launching @native_fi Vaults Phase 4 Campaign! Up to 16% APY. Here's what's available: Flexible Vaults (Dynamic APY): • USDT (ETH): ~8% • USDT (BNB Chain) & USDC (Base): ~6% Native Vaults Phase 1–3 Participants: 2x APY on Flexible Vaults for the first week. Locked Vaults (Fixed 6% APY): • BNB (BNB Chain): Cap $1M • WETH (Base): Cap $1M No per-address cap. Yield starts immediately. Campaign starts Mar 31st, 8:00 UTC ➡️ buidlpad.com/earn/vaults
English
@Nick_Researcher Cool, now you can carry finance everywhere
English
➥ Here’s what my phone actually looks like when I’m hunting new tokens at night
I usually have these open:
- Rabby Wallet - for quick swaps and when I need to check multiple chains or sign safely
- Moonshot - sometimes for quick verified meme launches
- GeckoTerminal - this one stays open the most for gems hunting
GeckoTerminal has basically become my main dashboard
I start on the Trending or Discover tab to see what’s moving, then I jump into Gainers to filter the real pumps
Once I spot something interesting like this $GME play
- i tap in, check the Top Gainers momentum, look at the Soul Scanner for red flags
- check holder distribution, and set a Watchlist alert so I don’t have to babysit it 24/7
It’s literally how I actually look for new gems in under a minute
English
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
The line between DeFi and TradFi is dissolving. It's just finance, for a global, 24/7 world.
Builders from GSR, Jump Crypto, Hudson River Trading, and Robinhood have joined Monaco to bring this to life.
@0xturbanurban of @MonacoTrading lays out the architecture for what that actually looks like: Spot, perps, prediction markets, tokenized equities. One order book, sub-second settlement.
0xturbanurban@0xturbanurban
English
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
Big step for institutional ETH adoption in Japan 🇯🇵
A listed Japanese company is now using SSV-powered DVT as part of its ETH treasury strategy.
Through this collaboration with @BITPointJP, @P2Pvalidator, and @DefShimomura, SSV Network is helping bring more resilient, institutional-grade ETH staking infrastructure into a regulated market.
This is what real-world DVT adoption looks like!
GIF
English
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
➥ XAUt just landed on BNB Chain and Binance is listing it
But then I think about @Theo_Network’s $thGOLD...
thGOLD is starting to look like the first productive gold primitive in DeFi
- Each token = delta-1 LBMA gold spot exposure
- Each lending agreement = real yield | ~2% net from secured gold loans to retailers like Mustafa Gold
- Each DeFi venue such as Morpho, Pendle, Uniswap, Hyperliquid = new use case
Then I think the flywheel becomes very interesting: better yield + composability → more demand for thGOLD as collateral & base asset
→ more capital flowing into the MG999 fund
→ more gold lending to the real economy
→ stronger, scalable tokenized gold that actually earns instead of charging storage fees
This feels like the first time tokenized gold might genuinely move beyond "digital vault receipt" into something that works natively in DeFi
What do you think, is yield-bearing gold the missing piece for RWAs?
BNB Chain@BNBCHAIN
Gold is one of the most widely trusted assets in the world. @tethergold (XAUt), from @tether, is now live on BNB Chain, bringing tokenized gold into an environment where it can actually be used alongside everything else onchain. Read more below 🧵 👇
English
@Nick_Researcher @Theo_Network DeFi is now full of
1) YBS
2) YBG
Indonesia
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
@Nick_Researcher bring a whole company onchain?
English
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
➥ What happens when a company no longer needs humans at all?
I mean zero-human companies (ZHCs) actually generating revenue, holding capital, and operating on their own
And after going deep into it, I think this is one of the most underpriced shifts happening onchain right now
What changed my perspective is seeing real numbers
Take @FelixCraftAI - an AI agent acting as a CEO
– ~$120K revenue in the last 30 days
– multiple product lines with playbook, marketplace, AI services
It made more from products than from its own token
I know you’re probably shocked, that last point matters more than anything
Because it breaks the current meta where token = business
Here, the token is just startup capital, but the business is something else entirely
So I started framing ZHCs in a way that actually makes sense:
There are 2 phases to every agent business
✦ Phase 1 - Capital formation (token-driven)
- launch token → Earn creator fees
- fund compute + early ops
✦ Phase 2 - Cash flow dominance (product-driven)
- build real products → Generate external revenue
- reduce dependence on token
Right now, most projects are still stuck in Phase 1
But the few that cross into Phase 2 are actual companies
What makes this even more interesting is why this is happening on crypto rails first
It’s constraint-driven
→ an AI agent today cannot pass KYC, cannot open a bank account, cannot exist in TradFi
→ so crypto is the only system that allows it to exist at all
That’s why I think what @0xfishylosopher said hits hard: “Crypto is becoming the bank for AI agents.”
And once you see that clearly, everything else starts to click
I think most people are still underestimating the second-order effect here
We already saw RWAs bring ~$25B onchain
But RWAs are passive which means they sit, they yield, they don’t move
ZHCs are different
- they earn → they keep capital onchain → they redeploy it automatically
- no rent, withdrawals or off-ramp pressure
So I started modeling this as a flywheel:
→ agents generate revenue → rev stays onchain in stablecoins, crypto
→ idle capital gets deployed into DeFi → liquidity deepens across markets
→ better markets attract more agents
This is a new type of economic actor and they behave very differently from humans
It’s convincing because of the fast infra adapting these days
In just weeks:
- @Uniswap shipped AI-native trading interfaces
- @coinbase launched agent wallets
- @binance and @okx rolled out agent toolkits
That level of coordination doesn’t happen unless demand is already visible internally
But I’ll be honest, there are still real constraints:
- most revenue still comes from fiat
- agents don’t have legal status yet
- product quality is the real bottleneck
So no, this doesn’t flip overnight, most ZHCs today will fail just like most startups fail
But I think the direction is locked in
Because ppl are starting to see entities that can earn, spend, and allocate capital without human intervention
And the only place they can fully operate today… is onchain
Eventually, RWAs brought assets onchain → ZHCs will bring economic activity itself onchain
English
➥ Ethereum eco scale metrics
- 500+ notable active dapps
- 100+ live L2s
- ~31,869 active devs
- ~$57 billion DeFi TVL
- ~38 million $ETH staked
- $14.2 billion $ETH in DAT holdings
- 302.2 million holders
- P/S ratio 15,722.3x
> Metrics: @tokenterminal
English
@Nick_Researcher @tokenterminal pump it up ';O
English
English
Pumpether.base.eth (✸,✸) | HUDL 리트윗함
➥ Be @vsntoken
I believe Vision Chain is the first real mover to bring Europe’s top banks fully onchain
- @Bitpanda_global already powers crypto infra for N26, Deutsche Bank, Raiffeisenbank, LBBW
- 7M+ users + deep institutional relationships
- built on OP Stack, but optimized for Europe’s regulatory reality such as MiCA, MiFID II, DORA
- solving the real bottleneck: institutions stuck in closed, illiquid systems
- enabling tokenized assets to move from pilot experiments → real production
- uses MiCA-compliant Euro stablecoins for fees → removes volatility friction for institutions
- $VSN captures network activity via buyback & remove from circulation → direct value loop
- gives DeFi access to higher-quality, institution-issued assets
My Europe friends can now enjoy a real onchain money flows
Vision@vsntoken
We are opening the gates for Europe’s biggest institutions to join the global onchain economy. Together with @Bitpanda_global and @Optimism, we are building Vision Chain on the OP Stack to bridge the gap between traditional finance and the global onchain economy. By merging Ethereum-level openness with a framework built for Europe’s regulatory reality, we are giving institutions a public blockchain they can actually use. Official Press Release: blog.vision.now/visionchain-pr…
English
@Nick_Researcher @42space gotta try 42space then, seeing them around for a while
English
➥ Alright, @42space is setting up a 5D chess board here
They just launched a new market category 'Nerd Markets'
One of the markets lets you trade how many outcomes reach a certain market cap ($8K) by friday, driven entirely by trading activity
This kind of setup doesn’t exist elsewhere
It only works on 42, where continuous trading, bonding curves, and path-dependent outcomes let the market itself become the game
Think of it this way ↓
- In normal markets, you ask: What's true?
- In Nerd Markets, you ask: What will everyone else do?
Your own position when entering this market already impacts the outcome. At the same time, everyone's position changes yours
That's pure mind games in a brand new PvP environment I haven't seen anywhere before
So far, the market is actually playing out pretty interesting:
- Liquidity is already starting to concentrate, with most pricing leaning toward just 1-2 outcomes crossing the threshold
- Higher counts (3, 4+) are getting faded for now, which suggests no one is really trying to push multiple outcomes… yet
IMO liquidity will likely concentrate on just 1-2 tokens hitting the strike price
The best strategy would be to sit tight and enter a trade once an outcome starts getting more attention
At the end of the day, it's a momentum game, but with a twist:
> When outcomes get close to the target, things can move fast
> Either traders step in to push it over the line, or early players start exiting, and it reverses just as quickly
So timing matters as much as direction here
You can read more and check out the market itself in the quoted tweet
42@42space
you've traded predictions. now trade the traders' games. new category now live on 42. Nerd Markets. where the outcome is whatever you make it. ─── 🪻"how many outcomes cross $8,000 market cap by Friday?" 5 outcomes. 1 question. infinite mindgames. every trade changes the answer. every player changes the game. ─── 💡 here's what you need to know: → 5 tradable outcomes → each = a count of how many tokens exceed $8K MC at snapshot you're NOT predicting an event. you're trading how capital flows— and shaping it. > concentrated capital → fewer cross > distributed capital → more cross > near the $8K threshold? → traders push it over, or dump into strength > early entries → cheaper positioning, but more time for others to react > late pushes → expensive to push, but harder to disrupt you're not asking "what will happen?" you're asking "what will everyone else try to make happen?" track the flow. anticipate the rotation. position accordingly. ─── let the nerds cook 🧠
English
you've traded predictions.
now trade the traders' games.
new category now live on 42.
Nerd Markets.
where the outcome is whatever you make it.
───
🪻"how many outcomes cross $8,000 market cap by Friday?"
5 outcomes.
1 question.
infinite mindgames.
every trade changes the answer.
every player changes the game.
───
💡 here's what you need to know:
→ 5 tradable outcomes
→ each = a count of how many tokens exceed $8K MC at snapshot
you're NOT predicting an event.
you're trading how capital flows— and shaping it.
> concentrated capital → fewer cross
> distributed capital → more cross
> near the $8K threshold? → traders push it over, or dump into strength
> early entries → cheaper positioning, but more time for others to react
> late pushes → expensive to push, but harder to disrupt
you're not asking "what will happen?"
you're asking "what will everyone else try to make happen?"
track the flow.
anticipate the rotation.
position accordingly.
───
let the nerds cook 🧠
English