Colin Howard

@gregosuri Slowly, then all at once. Keep pushing Greg

@0xWangarian Feel for you on this attack (partly why I keep off the radar myself) - thinking of you and your family

@tushar_jain @kankanivishal Good proposal

Today @kankanivishal and I released a Solana Improvement Proposal to reduce Solana inflation. As Solana matures, stakers increasingly earn SOL through mechanisms like MEV. This income stream reduces the network's historical exclusive reliance on token emissions to attract stake and security. Given the level of economic activity the network has achieved and the subsequent revenue earned by stakers from MEV, now is a good time to revisit the network’s emission mechanism and evolve it from a fixed-schedule mechanism to a programmatic, market-driven mechanism. The purpose of token emissions in Proof of Stake networks is to attract stakers and validators to secure the network. Therefore, the most efficient amount of token issuance is the lowest rate possible necessary to secure the network. Given Solana’s thriving economic activity, it makes sense to evolve the network’s monetary policy with “smart emissions.” Smart emissions would dynamically increase emissions to incentivize participation when stake drops to secure the network while also reducing emissions to the minimum necessary amount to secure the network. Historically, issuance curves have remained static due to Bitcoin’s immutability ethos—a “Bitcoin Hangover”. While immutability suits Bitcoin’s mission to become digital gold, it doesn’t map to Solana’s mission to synchronize the world’s state at lightspeed.

@ryanmcnutty33 Thanks - simple.ai seems like good web2 agent newsletter

Good predictions here simple.ai/p/3-prediction…

Memes are zero-sum. Someone’s gotta hold the bag. Agents are positive-sum.

Yap early, yap only, yap often. @_kaitoai is connecting AI, attention and capital with Yaps. Just claimed my social card and I'm accumulating Yap points in real-time. Claim yours 👉 yaps.kaito.ai/referral/55485…

“AI agents are a multi-trillion dollar opportunity.” — Jensen Huang, Nvidia CEO

@Shaughnessy119 Big step forward - how do you think of network effects/moats for open source projects like $AI16Z? (particularly $arc and their rust agent tooling)

Tonight $AI16Z launches more formal token econ "Phase 1: Launchpad (Q1 2025) This was an acquisition play with ready-for-market tech and a solid technical team. It aims to serve as the schelling point for innovation on the Eliza framework, including agent-to-agent interactions (swarms), multi-chain integrations, and other frontier advancements enabled by Eliza's plugin architecture. Value capture mechanisms include launch fees, $ai16z token staking for access, and liquidity pool pairings with $ai16z." Phase 2: Ecosystem Growth / Incentive Alignment The goal of this ecosystem is to have multiple products add value to each other and inextricably tie value to the $ai16z token. The analogy here would be how $ETH or $SOL underpins most core decentralized infra built on top of it (e.g. used as collateral, base trading pairs etc). The argument here is if ai16Z is building decentralised AGI then its token should be the medium that aligns its actors to get there. Projects / Devs will be incentivized through ecosystem funds, potential investment from the autonomous investor, and fee sharing from the launchpad. Buyback and burn mechanics using launchpad fees are being explored as a value accrual strategy. Treasury Strategy The treasury will be diversified across major L1 tokens, stablecoins, and select project tokens. It will provide liquidity support and incentives for $ai16z pairs while maintaining a long-term approach to sustain projects through market fluctuations without reactive selling."

@Crypto_McKenna Well deserved victory lap

One of the earliest theses posted on Virtual's Protocol. Thanks for playing

Latest piece by @LynAldenContact is a good temp check on $BTC: 1) global liquidity 2) MVRV 3) HODLer waves 4) geopolitical standing. If you don't understand some of those terms, read and learn: lynalden.com/december-2024-… TLDR: BTC's not white-hot, but not cheap either.

@hosseeb Preach

A lesson to the class of '24: Everyone thinks they're going to make it in crypto in a single cycle. It's actually impossible. You will get greedy, lose it back, question your life, and brave the valley of darkness before you are allowed to make it. It's the rules. Sorry.

@dcinvestor Not sure I’d agree onchain lending has same fiat creation power as central banking or derivatives given its largely overcollaterized currently but do agree it’s an unlock. Hopefully will put local pawn shops out of business for short term loans, etc. once world is largely onchain

onchain lending is THE killer blockchain app it is literally THE most important development in finance since the invention of central banking in the 1600s/1700s and maybe derivatives in the 1970s/1980s it is THAT big of a deal most people just don't realize it yet

@mattgould @KyleSamani Think we are a bit away from true autonomous agents but agree with Matt here that marketing agent is first real use case. Doesn’t sleep so can monitor/post 24/7 (tailor replies to specific KOLs) but overall just goal seek mercilessly on growing followers/impressions/reach

@KyleSamani The ones that make the most sense to me are advertising a brand (or meme coin). Their objective is attention for the brand (basically advertising). AI agents for advertising seems like a reasonable first product market fit. These are not autonomous conscious entities.

Question for all of you building AI agents with crypto wallets What is the objective function of the AI? So far we've made LLMs with a private key. Some of those LLMs are making some money. But do they have any actual agency or long term planning horizon? What are they actually trying to accomplish? On what time scale can they think and plan? This is the biggest thing I struggle with in this sector. I don't really understand the first-principles objective of the agents themselves. Obviously we're having lots of fun right now iterating on features, but I want to understand the deeper why questions

Introducing: Credit Card Payments on the Akash Supercloud Get started with a deployment in Akash Console and pay with a credit card. It’s as simple as that.

@ai What are the ongoing costs associated with running these ai agents post launch with GPU inferences, etc?

@SpartanBlack_1 Respect

Attended a Goldman Sachs reunion event in Singapore today and a group of alumni friends surrounded me and said “this is the crypto guy!” I had pitched my crypto fund to a bunch of them over the past 6 years with mixed success. A few of them confessed tonight they thought I was out of my mind when I pitched crypto to them back in 2018-2019. Today they congratulated me for having the foresight and the guts to invest so early on.

$BTC's incredible strength sows seeds of doubt in alts, and those seeds of doubt are what create the next opportunity. Seen it happen repeatedly, with new reasons sprouting each time for why a rotation won't happen again -- and yet, just as Earth spins, we'll rotate.

@santiagoroel Well said from a great leader in the industry

You feel euphoric when something you don’t believe in happens. The crypto market is not euphoric today even though we’re at all time highs because we’ve grinded our way out of the fire, oppression, and resistance. We believed. No amount of pressure has or will crumble this movement because those that are still standing believe how powerful this technological revolution is. And so, here we are. Not euphoric but rather deeply appreciative that the window has opened in a meaningful way. That we have a clear shot at transforming the world. That there hasn’t been a better set up and moment to accelerate. Because the tech is ready and it works. Stay humble. Welcome anyone and everyone. Remember the core principles of this industry: open source and doing good. We have a shot at positively transforming industries and society in ways that crypto uniquely enables. I believe we are earlier now than ever because the road ahead has opened up in ways I never imagined a decade ago, and we have a shot at doing this in a very meaningful way extending far beyond becoming digital gold.

@behrin_naidoo @pendle_fi @tn_pendle @taran Agreed - absolutely laser focused on product/users all through the bear essentially revamping @pendle_fi. Many founders silent quit but not @tn_pendle who grinded daily

I remember when @pendle_fi just launched. No one but a few cared. Literally. I went to Token2049 in 2022 and met a guy @tn_pendle. Honestly did not know much about him or Pendle at the time. We met through @taran just saying you guys should meet. He’s working on something really cool. Plus he’s a cool guy. We walked around the mall for a few hours waiting for a networking side event. We both hadn’t eaten for over 24 hours. We ended up just walking and talking. Forgetting to eat. At the time, left not knowing he was actually the Founder of what would become one of the biggest DeFi protocols of the last 2 years. He was and still is on the most humble, smart, and genuinely nice crypto founders I have ever met. Long story short. I did not invest enough at that time. He has not changed.