Listener and Learner

One of the coolest use cases of AI agents is having them play games both as NPCs or as characters on your behalf. It adds a layer of enrichment that didn't previously exist in games. Over the next few months, you'll start to see more and more games integrate AI agents into their core gaming loops. @playgigaverse and @0xDith are two steps ahead in how they've built their game to accommodate gaming agents. Their api is open and the game is straightforward, making it super easy for AI teams to build agents that play the game. We've already seen @smolverse and @daydreamsagents put together agents that play Gigaverse. I expect the amount of experimentation to increase as the game becomes more advanced and agents compete to create the best strategies for the highest rewards. The demo below showcases what each Smol can do - they can play the game autonomously while you carry on with your day. It's an amazing showcase of blockchain gaming, NFTs, and AI agents. Major props to that team. If you're building AI agents and want to work with top crypto gaming teams, reach out to me or anyone on the Abstract team. We're looking to push the bounds of what agentic gaming can look like with our ecosystem teams.

@CynicalPublius Beautiful Photo

Since it's a day where leftist Ph.D. students are calling for violent overthrow of the government because they are displeased with the results of the 2024 election, I figure it's a good time for a photography timeline cleanse. This is early morning during a hike somewhere in Big Sur, California. Olympus E-M1, Zuiko 12-40mm zoom at 40mm, handheld, f/8.0. 1/600th, ISO 200

@ShardiB2 Do say more queen

Feels like a storm coming....

@DerivativesDon Thank you!

@ContinuumKel No, this will happen without regard to any of those other factors The only QE you would ever get would be not QE QE, and you should hit that bid and run as fast as you can, you should not buy anything

Important to understand how realized volatility of the past week, past month will remain as a dark rain cloud over this market Leverage will not be able to reach the levels that were necessary to generate the ATH levels in equities earlier this year for quite some time

@SatoshiFlipper 100p - we are so damn attached to the flow of unlimited info on social media and reacting to headlines constantly - absurd

So much panic, incredible how people can't give it a rest for a few weeks to let all this crap sort out 😤

#China is FUCKED and I feel bad for the normal everyday people. Right now, china has a lot of problems. 1. Real Estate Collapse 2. Demographic Collapse 3. 3 years of covid lockdowns destroying millions within their small business sector. 4. They distort actual supply/demand dynamics in order to force products on the rest of the world while trying to choke off their markets. 5. They want to invade all of their neighbors and hate the united states. 6. They're a communist dictatorship 7. They manipulate their currency. 8. They've enslaved millions of people and harvest some of them for their organs. 9. The CCP murdered over sixty million chinese people 10. They've seen the largest capital outflows of any country in history over the last 4 years. 11. They have a Debt to GDP that's approaching 350% if you weigh it correctly. 12. Their bond markets are collapsing 13. Their currency is losing value, like a shit coin. 14. A lot of their products are absolute trash. 15. They use propaganda to present a false representation of life in China 16. There's massive amounts of corruption and fraud that far outpaced what goes on in the United States. They have had literal rockets that are full of water and not rocket fuel. They will collapse soon, and the sad part is that 88% of the population aren't members of the #CCP and didn't have power over this world. They live in an oppressive regime that promised them that if they allowed China to control their personal freedoms, China would give them prosperity. Now china has broken that contract. These people deserve freedom, and they deserve opportunity just like us. So, let's pray for them. Because their path could be very dark.

@Nebraskangooner @WatcherGuru Translation - Continue to capitulate so we can scoop up everything at lower prices and sell it to you higher

@WatcherGuru Weird they never say this kind of stuff before the dump it's always afterwards.

JUST IN: World's largest asset manager BlackRock says it's increasingly cautious about US stocks.

@SatoshiFlipper have you seen any official announcements or links to the meeting? can't find anything

30 min and it's Trump time 👀👀

@Melt_Dem @expensify Excel + AI - can't trust any mgmt tool - gotta do everything ourselves these days

hey @expensify you just deleted my amex import and transaction history and your customer service tells me i have to manually important 5 years of expenses via csv file. insane. pls someone lmk a good personal expense management tool that actually works

@MateoPiangolini @IncomeSharks @amitisinvesting I believe it was though - BTC went from 25k fall of '23 up to 50k at the time the ETFs launched

@IncomeSharks @amitisinvesting Was the BTC ETF priced in? I don't think so.

feels like April 2nd is getting priced in at the same time, if April 2nd is truly worse than what people think…is it actually priced in market is running into financials, defensives, and $AAPL Apple for safety as wild as it sounds to put all this focus on one day, April 2nd really will determine where we go this year - we could get instant universal reciprocal tariffs - we could tariffs against everyone with a new delay for Mexico and Canada - we could get tariffs across everything with exceptions for core industries like semis - we could potentially get new deals where countries announce a reduction in their tariffs and concede to some things that Trump wants - we could get a ton of new tariffs but then within a few weeks, those tariffs could be taken off as countries realize a trade war is bad for everyone If it’s not as bad as what the market is thinking, I do think capital starts being allocated easily to the cheapest names that are buying back stock, putting up strong FCF, and growing double digits. If it is as bad…and inflation isn’t slowing down…and tariffs only increase inflation…and growth slows down because of consumer confidence due to price increases because of tariffs…it could be very hard to navigate. April 2nd will give us some clarity.

@intocryptoverse Do you believe this time is different with a weak economy amid geopolitical uncertainty?

And basically right on cue #BTC starts dumping into the upcoming death cross. What typically happens is a dump into the cross, and then a countertrend rally on the other side of the cross (or the day it occurs).

@andrewsaunders @SkaleNetwork pouring a bowl now!

@andrewsaunders @SkaleNetwork 🤣🤣GM bro

@coinmamba @pythianism agree; however, my $0.02 is may still be a while before we see folks get hungry for risk. We will still have a ton of uncertainty and may need to see how tariffs along with other admin actions impact the economic data before risk is back on

@pythianism Agree with everything except the April 2nd being priced in cause the decision that will come out is highly unpredictable and can’t be fully priced in. But after that the uncertainty will come down significantly and that will bring back the risk appetite.

I think the average market participant will look back on Q1/Q2 and feel regret. It is clear there are a handful of deeply serious teams building things with massive earnings power. Its clear the macro is getting better and the market is driven by headline risk vs. crypto idiosyncratic risk - even the FAANGS are down 20-30%, Tesla down 40%. ETH seems to have gotten it together ideologically. BTC feels primed to ride the Gold @ $3K trend but Saylor feels like an idiosyncratic risk - probably priced in though. Bottom line is things get better not worse from here - and every fund, crypto and otherwise, is waiting for the April 2nd tariffs to hit. What if thats priced in? Bidding today feels incredibly risky, but maybe thats the point. Sometimes the closer you are to danger, the further you are from actual harm. The thing about crashes is that it not only resets sentiment but it also resets pyschology. We've now tried the memecoin bacchanal and realized it won't work. We've tried infrastructuring ourselves to death and that path isn't valuable either. The path seems to be serious, earnings-driven DeFi, new ecosystems, and not much else. That may be enough for now, given that the collective DeFi names are worth $10Bn mcap. There is likely a 10x there, along with other new ecosystems. We keep building and mogging

Wishlist #AliyasAwakening on @Steam! Join Aliya and her loyal Shiba Inu puppy, Lua, as they unravel a dystopian conspiracy that goes all the way to the top! 🚨Add to your Wishlist now: store.steampowered.com/app/3338000/Al… #Treasure $MAGIC #TheBeacon #SmithyDAO #SpireDAO #Worldcoin #Sapien #AliyasAwakening #AliyasAscent #ARG #LifeVerse #OTG #Meme

@mikelauofficial nope, nada, 0, nil, none 😭

Curious do any of ya’ll still have stables to buy the dip?

@pythianism @SkyEcosystem How are you feeling about the rebrand? major qualified custodians aren't participating in the SKY migration and wondering if it hurts institutional adoption. Thoughts?

Total @SkyEcosystem USDS supply has now breached $9Bn Stablecoins that provide yield are not cash, not bonds, but a third separate thing Mechanically they are a tracking index of DXY + yield, without IL risk of a spot on the yield curve, or the lockup We don't know where the ceiling is of this TAM today

1/🧵 - In a recently published discussion between Raoul and Michael Howell, that took place 2 weeks ago, the two discussed the entirety of the global liquidity landscape. <— It was the best MACRO discussion I’ve heard this year. Here’s a few notable quotes/paraphrasing: “China is on the ropes right now” - Michael Howell “QE has to go up” - Raul Paul/Michael Howell “China is on the edge of a 1930’s style depression” - Michael Howell “A market collapse is NOT possible anymore” - Raul Paul