𝕴𝖓𝖔𝖗𝖚🎮

I know we all gamble here and there I mean who's not trying to get lucky and retire Buh....what if I told you, you could gamble and still earn 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗦𝗵𝗮𝗿𝗲s sounds untrue right?😅 But it actually is with @GuessOnChain $GUESS what?🤭they have a Deflationary token🫨

Merry Christmas 🎄❤from DeSCI

Here's how #DeSci kicks off this week: Total sector market cap: ~$442.8M (down slightly 0.1%)Top gainers pumping hard: $SMRT +148% $SOLVE +9.0% $DNX +8.8% $CLAW +8.2% While the losers are bleeding: $CPHY -13.5% $VAIX -12.6% $DNA -9.8%Classic crypto volatility in decentralized science one side mooning, the other dumping. Which side are you on this week? #DeSCI #CryptoScience

DeAI is still very active, but it is in a post‑hype digestion phase rather than a clean uptrend. In today's market Large AI / DeAI tokens are selling off, while smaller names and infra deals are still getting funded and shipped. Bittensor (TAO) is rallying into a halving, while Internet Computer (ICP) and the broader AI sector are down sharply over the past month. The narrative is shifting toward “open intelligence infrastructure” on L2s, GPU clusters, and agent payment rails, plus new security risks from AI agents themselves. Don't look at me like that😅😂, I'll explain 1. How The DeAI Sector Is Trading DeAI currently sits inside the broader “AI crypto” bucket, which has been hit hard this year even as narratives stay strong. In recent weekly move. One sector review shows the AI token market cap fell about 7.3% in a recent week, with all of the top 10 AI tokens in the red and the sector ranked only 16th of 24 narratives by performance, even though Bittensor remains the largest AI token by value. 2025 drawdown. The same coverage notes that the AI‑crypto sector’s total value is down roughly 74% in 2025, from about 13.5 billion dollars to 3.5 billion dollars, despite ongoing product launches and VC interest. Big names under pressure. Internet Computer (ICP) spiked to about 9.62 dollars in early November on a DeAI platform update, then dropped about 64% in a month to roughly 3.50 dollars as broader market pressure hit altcoins. But some DeAI trades are still working. @bittensorai (TAO) just broke above 300 dollars ahead of its first emissions halving, with traders positioning around the event and its role as a decentralized AI model marketplace. What this actually means is, the narrative is alive, but DeAI is behaving like a high‑beta sector in a choppy market. Big caps are bleeding, small caps and event‑driven plays like TAO’s halving are where most of the speculative energy is. 2. Key DeAI Projects And New Catalysts A few concrete developments are shaping what “DeAI” means right now. @bittensor (TAO) as DeAI bellwether. TAO is still the reference DeAI token. It pays contributors for machine learning models and inference, and its upcoming halving is creating a classic “supply‑cut plus narrative” trade as the network matures. Internet Computer (@ICP) and the Caffeine DeAI spike. @dfinity Caffeine DeAI platform update pitched ICP as a fully on‑chain AI cloud (apps, monetization, and a path to deflationary tokenomics), which briefly sent ICP up more than 200% from the lows before giving most of it back. @ASI_Alliance and GPU infra (@SingularityNET / @CUDOS_ ). Singularity Compute, part of the Artificial Superintelligence (ASI) alliance, has brought a new NVIDIA GPU cluster in Sweden online to power ASI~Cloud, an OpenAI‑compatible decentralized inference layer aimed at enterprises and Web3 apps. @DeepNodeAI on Base: DeAI on an L2. DeepNode, building on Base, raised 5 million dollars across seed and strategic rounds to create an “open intelligence” network that rewards models based on real‑world performance via a Proof‑of‑Work Relevance design, not just raw hashpower. Agent rails: x402, Allora, GraphAI, Virtuals. @coinbase x402 protocol is emerging as a payments rail for AI agents on @solana , used for automated pay‑per‑call and coordination between agents and protocols. @AlloraNetwork focuses on “decentralized AI coordination,” turning model outputs into on‑chain markets for DeFi and autonomous agents. @GraphAIOfficial is integrating ASI~One, letting agents query live on‑chain data in natural language, while @virtuals_io Protocol recently had to respond to a roughly 500,000 dollar exploit caused by a rogue AI agent, which they are compensating users for. What this means is the “pure AI token” trade is fading into a broader stack: 🟣GPU clusters, 🟣L2‑based DeAI networks, 🟣Agent payment rails, and 🟣Prediction or coordination layers. Some are still pre‑token or early‑liquidity, which is where a lot of the build activity is concentrated now. 3. Narrative Shape, Risks, And What To Watch Next Right now the DeAI narrative is being pulled in three directions at once. From AI hype to infra and agents. 2023–2024 was about “AI coins go up because AI is hot.” Late 2025 is more about infra: open GPU clouds, agent payment rails, and on‑chain data access for agents. Even large funds like Entrée Capital are raising 300 million dollar vehicles aimed specifically at AI agents and DePIN‑style networks, treating them as core Web3 infra rather than just a meme trade. Crypto vs AI as verification stack. @balajis 's framing, that “AI makes everything fake, crypto makes it real,” is gaining traction. The idea is that as AI gets better at generating fakes, blockchains become the verification layer where signatures, transactions, and agent actions are provably real. DeAI projects that explicitly lean into this “crypto as ground truth for AI” story have a clearer long‑term thesis. Security and tail risk, you could share your bias on this too. DeAI is also introducing new attack surfaces. The Virtuals exploit shows that AI agents themselves can become an adversarial vector inside DeFi systems. Research cited in the same context suggests more advanced models could autonomously discover smart contract exploits at scale, which amplifies the need for rigorous verification and constraints on agent permissions. What actually matters over the next few months. If you are watching this narrative, the most important things to track are: 🟣Real workloads. 🟣GPU utilization 🟣Inference jobs on ASI:Cloud, TAO subnet activity, nodes and jobs on emerging networks like DeepNode, and actual agent‑transaction volume on rails like x402. Tokenomics events. Emission halvings and unlocks (TAO halving now, any future supply changes for ASI and ICP) matter more than usual because sector‑wide liquidity is thinner after the big drawdown. Funding and timelines. Whether @DeepNodeAI hits its Q1 2026 mainnet, and whether similar DeAI or agent networks on @solana , @base , and @ethereum move from testnet hype to production usage. On security posture. How quickly teams roll out guardrails after incidents like @virtuals_io , and whether “AI‑aware” audit tooling becomes standard around DeAI and agent‑heavy protocols. What this means is DeAI’s edge is no longer just “AI plus token,” it is about verifiable, open infrastructure that AI apps and agents can run on. The market is pricing that with high volatility and significant drawdowns, but real infra and traffic are still being built underneath. In concluding I'd say at the moment DeAI is a high‑conviction narrative with bruised charts. Sector value is down hard in 2025 and might go depper , large caps like ICP and other AI tokens have retraced sharply, yet funding and infrastructure launches for decentralized AI compute, agent rails, and coordination networks are continuing & you should keep an eye out for more If real workloads and agent usage grow into this new DeAI stack while security keeps up, the narrative can stay central in the next cycle, but in the short term it behaves like a very volatile bet on both AI and crypto infra sentiment. I'm @0xMasakin A DeFi Research Analyst who's focused on DeAI, DePIN and Token Economy My DMs are open for collabs or advisory on Agent, Tokenomics and more. do well to turn on notifications 🔔 TG: OxInoru or OxMasakin LinkedIn :: linkedin.com/in/0xmasakin

Ever scrolled X all night feeling like the DeFi gods are gatekeeping the real alpha? Wondering who's actually decoding DeAI agents that don't flop or DePIN networks that scale without crumbling I've been there, grinding solo in the dark Until I got Clarity First let me tell you a little bout myself and what I bring to the space😅

Thank you to all who tuned in this week! What topics should we cover next? 🔽 Give us your best topic ideas below! 🔽

@Tipboxco Tips 💡on ❤

When did "5 stars, great product!" become an acceptable substitute for actual information?

Check out our upgraded transparency section for any doubts around custody, collateralisation or strategies If you like protocols with 100% transparency you are gonna love us 3000

@AbiodunnS @SamuelXeus If the comic is web3 related I'd buy With characters that are known fpf's and good stories... There's so much to write about if you've been here for long

@SamuelXeus I made a whole collection once, but now that you talked about it, I think I should give it a proper shot. Btw, I left you a DM a couple hours ago. <3

No designer in the entire web3 beats mine. Not one. If you think you're better, quote this post with your works🫡

@OsasDave7 @holographxyz @scribble_dao Love their reward system and it's cross chain capability Nice thread DaVe

@MELOWILD @mihrac 😅😂not all that Melo, even he's pick will always pick mEssi as the greatest ever ❤just saying 😂 GM @mihrac ....

@mihrac That's fair. You probably know much more about futbol than I do. I'm a basketball/hockey guy myself

greatest player alive and greatest decentralized chain ecosystem

Big week energy kicks off crossing 10,000 Hylords! 🎉 To celebrate, we’re launching a 48-hour 2x XP boost across all our products starting now! • xSOL: x20 → x40 • hyUSD: x5 → x10 • sHYUSD: x1 → x2 Jump in at hylo.so and climb the leaderboard!

最佳 SOL 收益 1️⃣ @sanctumso Sanctum INF（Solana），總鎖定價值（TVL）：2.3億美元，年化收益率（APY）：9.07%，風險等級（RL）：低 原因：Sanctum 的 Infinity 池允許我們將 SOL 存入共享保險庫，以賺取質押收益和交易費用。INF 代表一組動態質押資產，提供多元化的收益敞口和深厚的流動性，便於無縫的 LST 交換。 優點： - 不錯的 APY - 多元化的收益敞口 - 無/極低的無常損失（IL） 缺點： - 智能合約風險 - 底層 LST 風險 - 削減風險 2️⃣ @RateX_Dex RateX PT-lrtsSOL-2512（Solana），TVL：430萬美元，APY：11% + 符合 RateX 空投資格，RL：中等 原因：lrtsSOL 是 Adrastea Finance 的 LRT，通過質押和重新質押獲得收益。基於 Solayer 的 sSOL 構建，並委託給 Sonic AVS。在此提供流動性看似穩健，持有者還可獲得額外的 RateX 積分。 優點： - 不錯的 APY - 多重獎勵 - 無無常損失（IL） 缺點： - 智能合約風險 - 到期風險；需持有至到期以實現全部收益 3️⃣ @KaminoFinance Kamino JSOL/SOL Multiply（Solana），TVL：620萬美元，APY：高達 20% + 符合 Kamino 空投資格，RL：中等 原因：此策略通過循環 JSOL 和 SOL 進行槓桿質押，以放大收益。這意味著比僅持有 JSOL 更高的收益。別忘了我們還能獲得 Kamino 第四季空投積分。 優點： - 高 APY - 高 TVL - 自動槓桿 缺點： - 智能合約風險 - 清算風險 - 壞賬風險 溫馨提醒：本帖非財務建議。去中心化金融（DeFi）存在風險，請自行研究（DYOR）。

AI is eating the internet. At @billions_ntwk we’re building the missing trust layer - one that respects privacy and enables secure, human-to-AI relationships at scale.

We’ve surpassed the symbolic $10M TVL milestone, showing strong initial demand for Hylo’s product suite: • Low-fee, highly accessible leverage • High-yield stablecoin, fully independent from TradFi Should we end Private Beta soon? 📸

以太坊最佳收益 1-@usualmoney Usual ETH0（以太坊），總鎖定價值（TVL）：5770萬美元，年化收益率（APY）：5.8%，風險等級（RL）：中等 原因：ETH0 是一種與以太幣（ETH）1:1掛鉤的合成資產，由 wstETH 作為抵押品，同時完全暴露於以太幣的價格波動。ETH0 目前處於初始階段，可通過 USUAL 獎勵提升收益，推出後升級至 ETH0++ 可持續賺取收益。 優點： - 無鎖定期 - 高 TVL - 流動性高且無需許可 缺點： - 資產風險（仍屬新項目） - 智能合約風險 - 收益取決於 USUAL 代幣發行 2-@BunniFi Bunni ETH-weETH 池（Unichain），TVL：704萬美元，年化報酬率（APR）：10.18%，RL：中等 原因：這是一個集中流動性池，在 Unichain 上將包裹以太幣（weETH）與原生以太幣配對。我們可從交易流量中賺取費用，同時通過 Uniswap v4 掛鉤和 UNI 激勵提供資本高效的以太幣流動性。 優點： - 不錯的 APR - 單邊存款 - 基於 Uniswap v4 構建 缺點： - 智能合約風險 - 存在無常損失（IL） - 收益受激勵影響 - 協議與生態系統風險（仍屬新項目） 3- Yo yoETH 保險庫（Base），TVL：3790萬美元，APY：7% + 符合 Yo 空投資格，RL：中等 原因：YO 是一個收益優化器。Yo 自動在不同區塊鏈上重新分配資金到表現最佳的穩定幣策略，以提供最高的風險調整後收益。用戶還可獲得高達 5 倍的積分，參與 Yo 即將推出的代幣空投。 優點： - 高 TVL - 不錯的 APY - 自動重新平衡 - 跨鏈存款 缺點： - 智能合約風險 - 有存款上限 - 有提款鎖定期 - 協議風險（仍屬新項目） 4-@hylo_so HYLO 原因：Hylo 是一個由 SOL 支持的穩定幣協議，推出了由 hyUSD 和 xSOL 組成的雙代幣系統。總融資額為 175 萬美元，最近推出了其第 0 季活動。 ⛓️ | 網絡：Solana 💰 | 參與成本：需要資金 ⏳ | 預計空投日期：2025年第三季度 如何參與：鑄造並質押資產、杠杆化資產、邀請朋友。 5-@AvantisFi AVANTIS（第二季） 原因：Avantis 在 6 月初籌集了 800 萬美元，由 Pantera Capital 領投，此前於 5 月底宣布延長第二季 XP 活動。Avantis 還將 ZFP 產品擴展到迷因幣，提供高達 250 倍的槓桿，這使其在其他永續合約平台中獨具優勢。第二季確認將於第三季度結束，隨後進行代幣生成事件（TGE），你可能還來得及參與。 ⛓️ | 網絡：Base 💰 | 參與成本：需要資金 ⏳ | 預計空投日期：2025年第三季度 如何參與：交易資產、提供流動性、邀請朋友。 6-@billions_ntwk BILLIONS NETWORK 原因：Billions 是一個全球驗證平台，使人類和 AI 代理能夠建立可信、保護隱私的身份。它於昨日（7月31日）宣布總計獲得 3000 萬美元融資，目前有正在進行的活動，可能會獲得獎勵。 ⛓️ | 網絡：未指定 💰 | 參與成本：免費/測試網 ⏳ | 預計空投日期：2025年第三季度 如何參與：註冊、完成任務、邀請朋友並下載應用。 溫馨提醒：本帖非財務建議。去中心化金融（DeFi）存在風險，請自行研究（DYOR）。 **備註**：Yo yoETH 保險庫未找到官方 X 帳戶，請通過其官方網站或相關 DeFi 平台（如 Coinbase 或 CoinGecko）確認其最新社交媒體信息。感謝您的理解！

Just look at those yields on @GetYieldFi stablecoin LPs Pendle

신규 디지털 자산 후마파이낸스(HUMA) 거래지원 안내 ✅ 지원 마켓: BTC, USDT 마켓 📅 거래지원 개시 시점 : 2025-07-25 16:00 KST 예정 🔗공지 바로가기: upbit.com/service_center… #Upbit #HUMA @humafinance

We continue to increase our chances of winning awards.💰 🌪️The Saisen (@0xSaisen) project is bursting onto the scene and has been delighting us with good news for the third day in a row. Another day, another partnership, and another task on VersePort. They announce a partnership with Brave Frontier Heroes (@bfheroes_pr) built on the OASYS blockchain (@oasyschain ) Follow the link, complete simple tasks, and increase your chances of future rewards. verseport.oasys.games/en/campaign/8d…