Defi Rocketeer

@Tanaka_L2 SN3 looks good here

If you missed a good entry on $TAO, the opportunity is still there in the subnets. So instead of chasing $TAO at higher levels, you can still find alpha in subnets. Here are some criteria I use to filter: – Subnets with real revenue. – Products that users actually care about or solve real problems. – Active communities, not ghost activity. – Teams that are still building and committed long-term. After filtering with these criteria, here are some subnets I’m watching: @chutes_ai – SN64 – ~$124.02M @tplr_ai – SN3 – ~$112.23M @TargonCompute – SN4 – ~$84.64M @TeamRizzoAI – SN20 – ~$61.73M @lium_io – SN51 – ~$48.74M @VantaSN8 – SN8 – ~$45.25M Redgates AI – SN2 – ~$45.13M Hippius by @coinmetrics – SN55 – ~$41.78M @webuildscore – SN44 – ~$40.58M iota by @MacrocosmosAI – SN9 – ~$34.84M @gradients_ai – SN56 – ~$28.53M → NFA, just a watchlist for deeper research when the AI narrative rotates back, capital won’t just flow into $TAO, it will start moving aggressively into subnets with real traction.

@Tanaka_L2 lol, 300$ soon, crazy pump

➥ 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.

@KaiaChain 🫡🫡

Apps becoming backends is the most underrated structural shift happening now. Once agents own the execution layer, the interface becomes irrelevant, and the best liquidity/settlement rail wins. The 20% building agent-compatible infra today are writing the rulebook everyone else will follow next cycle.

AI Agents will replace App era I realized that AI Agents are replacing the app as the control layer. After actually testing flows between OKX and Uniswap Labs, I believe that will be trending from now on. The current app economy combines 2 structurally different things: [1] Interfaces that humans operate such as apps, dashboards, flows. [2] Infra that actually executes such as APIs, liquidity, settlement rails. For the past 15 years, these 2 were bundled together. Apps owned both and AI Agents split them apart. Humans stay at the intent layer, Agents take over the execution layer then apps get pushed down to infra. So your apps are becoming the backend. Now AI Agents like OpenClaw are replacing the app-centric model with intent-centric interaction. You express what you want in plain language. The Agent figures out the path. The UI becomes irrelevant because the Agent reads it for you. Look at the data I already saw: - DEX volume crossed $1T+ in Q4 2025. - Yet DEX UX is still objectively worse than CEX UX. This only makes sense if users are willing to tolerate friction to access better execution. Now remove the user from execution then that friction disappears, routing becomes purely efficiency-driven. How I think about this shift? [1] Intent Layer = where control is moving Now, users express outcomes. The winner here is the system that understands intent best. [2] Execution Layer = where value will concentrate Agents decide which DEX, which CEX rail, which chain / route. So the model is now agents routing flow directly, you don’t have to do nothing with it. [3] Infrastructure Layer = what apps become Apps don’t disappear, they become liquidity endpoints, execution services, callable infra. Meaning distribution moves away from UI to API. Quick recommendation of projects leading this trend. - Best overall infra bet: @virtuals_io | $VIRTUAL → ecosystem kingpin. - Best for DeFi automation: @Infinit_Labs | $IN or @HeyAnonai | $ANON → one-goal execution. - Best research/insights agent: @SurfAI . - Best autonomous/social/content agents: @pippinlovesyou | $PIPPIN, @freysa_ai | $FAI. - Best niche/utility: @rei_labs | $REI for infra depth, $CLANKER for token tools. I think we are already in the transition phase but most people are still analyzing it from the app layer. Right now, if I break it down ~80% of current products are still UI-first, maybe ~20% are starting to be agent-compatible. And that 20% will define the next cycle imho. NFA & DYOR

@PlutonAIHQ @PlutonAIHQ is making DeFAI a reality 🦾🦾

1/ Crypto made finance programmable. AI is about to make it autonomous. That intersection is called DeFAI. But it’s bigger than it sounds. 🧵

@Dimiantreez I think so

@Defi_Rocketeer next cycle will be for ai agent?

@CryptoGiio 🫡🤠

@Defi_Rocketeer 未来已来，效率为王

@henry9Jon Exactly bro

@Defi_Rocketeer Big shift in control layer

@omarfade_ 🫡🤠

@Defi_Rocketeer Watching closely

@Tanaka_L2 @NullMaskio nice thread, I'm using Nullmask

I've tried every major privacy tool in crypto like Tornado Cash, Railgun, all of them. Then i realized the reason most ppl gave us before using: they required to juggle a completely separate wallet. @NullMaskio is building a privacy layer that sits inside your existing wallet, no need to create a fresh one. Here's why it's the first one that might actually work 🧵 👇🏻

@Prestigesea07 Yeah, hard to ignore now

@Defi_Rocketeer this shifts is so clear.

@ArisuIDO Shift looks subtle but very structural

@Defi_Rocketeer Interesting 👀

@captainjack125 Appreciate it 🫡

@Defi_Rocketeer Insightful breakdown 🔥

@LolaSt1400 Always, users want outcome not clicks

@Defi_Rocketeer massive vol proves execution beats ux hands down agents perfect the combo

@NKLinhzk Future is intent-driven systems imo

@Defi_Rocketeer ai agents are the future, bro

@Kaffchad Yes, infra layer is where they land

@Defi_Rocketeer ai agents taking over, apps becoming backend seems like the future

@elmidar996801 Not dead, just moving to backend

@Defi_Rocketeer Whoa this makes apps feel like the dinosaurs Agents taking over is wild

@hyperkrypt Exactly, apps just surface layer now

@Defi_Rocketeer ai agents doing the work makes apps feel like just a tool now

@tckriptoss Yes, new paradigm for interaction

@Defi_Rocketeer Mind blown 🤯 AI Agents changing the whole game

@danivaweb3 Agree, execution agents drive real value

@Defi_Rocketeer Agents eating the UI layer is the real alpha right now. Apps becoming invisible backends while agents do the talking feels like the next obvious step. $VIRTUAL infra + execution agents like $IN / $ANON might actually be the combo that sticks.

@MakassjakaMaks Exactly, pushed down to infra layer

@Defi_Rocketeer Your apps becoming backend line stuck hard.