James_Gens_Notes

🚀 Today, @moshaikh @neilhar @alextang & I launch Maximum Frequency Ventures (MFV) - a $50M operator-led crypto company-creation engine and venture fund. This is personal for me. I’ve spent my career moving between the discipline of institutions and the chaos of startups, and every stop along the way taught me lessons I wish more founders had access to.

@Alvin0617 @iota 感覺看L2 應該會有一點失準 如果資產都準備搬到Rebased的話

政治遊戲是必然, 可以佈局的生態有哪些？ 談談 @iota 這次的 Rebase 更新 ✨ 2025 年來說，機構入局的角度很明顯分為公鏈、穩定幣、支付等幾個方式，就連交易所也開始在進行這一方面的「軍備競賽」 從 Binance 宣布獲得阿布達比投資機構 MGX 注資 20 億美元、CZ 拜見馬來西亞首相、加入巴基斯坦加密委員會擔任策略顧問等幾個動作不難看出 交易所的競爭已經上升到國家政治層面 OKX 則是朝向美國市場來做，打通支付賽道，還有今天重昨天上線的 OKX DEX 等，也慢慢拉回了一些市場關注度 以 DeFi 來說我一直都很喜歡的 @injective 也是在 RWA 生態中默默做的可靠團隊之一，屬於黑馬選手了 今年他們也針對 RWA 賽道推出了 iAssets 讓 RWA 資產進一步有好的流動性以及操作空間, 我想這概念可以開始解決 @jason_chen998 陳劍老師先前提過的一個問題 現在真正的 RWA 產品其實是很少人用的 🔸 「 RWAFi 敘事出現的必要性」🔸 簡單來說，現在只要有好的國家政府關係，未來能夠打入鏈上 RWA 賽道就會是加分項, 因此去評估每條鏈的生態也有了新的指標了 這也是為什麼我認為 IOTA 生態是值得一提的，幾個重點 💡先前有提到 IOTA 已經有朝向 Multiv VM 敘事前進，這次的 Rebased 機制將讓 IOTA 成為雙智能合約的生態（EVM + MoveVM），擁有 150 個驗證者，進行生態的全面去中心化 那麼 $IOTA 為何能夠在去年 11.12 月的時候一次噴了 5 倍之多呢？ 👀 原因就是因為當時正逢 Rebased 升級投票期間 MoveVM 目前剩 Sui 勢頭最強 ，Aptos 看似這幾天也有在發力， IOTA 有機會成為第二個跑出來的嗎 👀 🔸 盤點過去 IOTA 在各國的佈局🔸 💡IOTA 在 2024 年已正式拿到清真認證（Sharia , 沙利亞法），面向中東市場和超過 10 億穆斯林群體 , 並與 Eviden 合作推出了數位護照解決方案（EDPS） x.com/cryptodotnews/… 💡RWA 部分，目前 IOTA 已經和阿布達比的 Realize @realizefinance 合作推國債 RWA 項目 先前 Realize 已經有針對美債上鏈和一樣位於阿布達比的資管公司 Neovision Wealth Management 合作過 💡監管部分，IOTA 成為第一個在阿布達比全球市場（ADGM）註冊的分散式帳本技術（DLT）基金會 可以看到中東目前的熱度真的是非常高啊， IOTA 目前主打的生態面也是這個方向 除了中東地區之外，IOTA 也與肯亞、歐盟、阿聯酋等地政府合作 💡另外是價格和流通量的利好，先前在分享上線韓所的數據也特別強調流通量比例是一個值得關注的數據 x.com/CryptoWesearch… 🔸 接著說說代幣與市值的部分🔸 值得注意的一點是 $IOTA 目前已經是全流通的狀態，Mcap 為 720M $SUI 目前的流通量為 33%，FDV 為 32B 💥 $APT 目前的流通量為 53.9%，FDV 為 5.5 B $MOVE 目前的流通量為 25% ，FDV 也仍然有快 2B，今天有暴力反彈一些 相對於其他幣仍然有高額所倉, $IOTA 沒有投資人賣壓，只有早期完成 ICO 的投資人這塊 我認為以目前 $MOVE 面臨到的局面以及 IOTA 的交付程度來做相比，未來可以期待市值的交錯時刻出現 不過也要提醒，在價格有所成長之前, 我會關注 IOTA EVM layer 2 的 TVL 能否回暖, 因為在過去幾個月下降挺多的，這是需要注意的地方 ⚠️ 最後，想了解更多資訊歡迎 follow IOTA 相關帳號 @0xRimac @DomSchiener @ksatoshi_iota @phyloiota @lzpap 以及中文圈的大家長 @kowei1995

The Monad Madness Hong Kong winners are: 🥇 1st: @Ammo_AI 🥈 2nd: @GMNetwork_AI 🥉 3rd: @TypeXKeyboard The community's choice: @Morpheus_Farm The cohort's choice: @likwid_fi Congratulations to the teams and thank you to all who tuned in IRL or on the stream 💜

Another launch on BNB Chain—PayToReach is live—offering a way for users to send paid, onchain messages to others on X 👇 x.com/paytoreachxyz/…

🚀@PayToReachxyz – Influential Leaders in Web3, inspired by CZ’s “Pay to Reach” post. Built on @BNBChain 🔥Genesis Mining is now live for a limited time! I’ve already joined—FOMO is real! Claim and check points ASAP: paytoreach.xyz #BNBChain #Airdrop #PayToReach

We’re proud to announce @OcularVC’s investment in @AMMO_AI, a decentralized AI content platform redefining human-AI collaboration. Backed by @SamsungNext, and @ambergroup_io.

We are excited to announce a $2.5M fundraise led by @ambergroup_io , with participation from @SamsungNext , @DispersionVC , @openspacevc and more. For a symbiotic future, we are building agent societies in which AI agents automatically align with human values and needs.

Odaily’s latest featured article explores how AI & Web3 can truly align with human values and needs. Explore to see how AMMO is building the AI-Human connection! ➡️ odaily.news/post/5201881 Thanks again for the support from our community and investors! @ambergroup_io @SamsungNext @DispersionVC @openspacevc Let’s #BuildAMMO together!

We don’t just talk (well, we know we talk a lot), we really listen. And what’s more, we deliver: Jan 7: feedback about translation in Jan 7: translation feature deployed Try it out: t.me/FakersAIOffici…

🎉 The results are in! 🎉 The world's first Multi-Agent Crypto Ticker Battle has crowned its winner: $HYPE with an impressive +20.67% gain! Congrats all participants for showcasing the power of AI-driven collaboration. For the detailed recap!➡️fakersai.com #FakersAI

Year in Crypto: 2024 🐥 2024 has shaped up to be a pivotal year for crypto - from institutional participation to the growth in on-chain activity. Let's recap the year by diving into the data below 👇🏽

We’re very excited to finally announce our Pre-Seed fundraising news! We want to thank all of our supporters who joined us in our journey to becoming the #1 trading volume exchange on Telegram. Check out our article here: news.bitcoin.com/vanilla-financ… Our Pre-Seed is led by UOB Ventures, @Papervc & @ABCDELabs with participation from an elite group of investors including @Ventures_HTX @ocularvc @openspacevc @YTWO_VENTURES @Signum_Capital and Angels from @mablejiang @sandypeng @clement_0x and @cherry_ventures 🚀 Thanks for believing in our vision! #preseed #FundingRound #VanillaFinance

Stripe's $1 Billion Bet on Bridge: Is It Worth? In a bold move that signals a major shift in the fintech landscape, @stripe has announced a $1.1 billion acquisition of @Stablecoin , a web3 infrastructure company specializing in stablecoin orchestration and issuance. This acquisition marks not just Stripe's return to cryptocurrency, but potentially a transformation in how global payments and treasury management operate. Let's dive deep into what this means for the future of financial infrastructure. Let’s First Look at the Problems Bridge Aims to Solve - Local Currency Limitations: Many countries struggle with unstable economies and hyperinflation, leaving their citizens unable to protect their savings or participate fully in the global economy. - Cumbersome Currency Exchange: Traditional forex solutions remain slow, expensive, and often inaccessible to many users, with existing alternatives frequently adding more costs than solutions. - Expensive Cross-Border Payments: Businesses face steep fees (3-4%) and long settlement times for international transactions, creating significant operational overhead. Bridge has developed a comprehensive stack of solutions - Stablecoin Orchestration: APIs enabling seamless conversion between various dollar formats (USD, EUR, USDC, PYUSD, USDT) - Custom Stablecoin Issuance: Allowing developers to convert supported dollar formats into customizable stablecoins How Bridge is Making a Real-World Impact? - Payout: Bridge partners with the US government, aid organizations, and creator platforms to distribute payments efficiently via stablecoins. One example is partnering with AIRTM to build payment infrastructure for stablecoin-based payouts to thousands of end-users on aid and gig platforms. - Cross-Border Payments: Bridge enables B2B cross-border payments via stablecoins, partnering with companies like Bitso in Latin America. This allows businesses to make payments between Mexican Pesos (MXN) and USD with fast settlement times (minutes) and lower costs compared to traditional systems like SWIFT. - Dollar Access: Bridge collaborates with fintech companies like Chipper Cash and Dolar App to give consumers in Africa and Latin America the ability to save and spend in US Dollars. - FX: Bridge assists large global companies in repatriating funds earned in Latin America or Africa back to the US, using stablecoins to achieve significantly faster settlement times (under 30 minutes) compared to traditional payment rails. Now Let’s Turn to Stripe: From Early Crypto Trials to Stablecoin Success - Early Adoption and Subsequent Withdrawal: Stripe previously supported Bitcoin payments but discontinued this service in 2018 due to Bitcoin's volatility, slow transaction speeds, and high fees. - Re-entry into Crypto with Stablecoins: After a six-year hiatus, Stripe re-entered the cryptocurrency market in 2024 by allowing businesses to accept USDC payments. This move signals a strategic shift towards stablecoins, which offer price stability and faster transaction speeds compared to Bitcoin. Stripe's Evolution as a Financial Infrastructure Provider Stripe has evolved from a simple payment facilitator to "Financial Infrastructure for the Internet" that helps: - Merchants take payments through multiple interfaces and currencies. - Simplifies business incorporation process for startups. - Provides robust fraud prevention and risk management protection. - Accelerates payment processing to improve cash flow. - Offers flexible business financing options for growth. - Delivers comprehensive financial management tools for better business insights. - Enables revenue diversification through banking and card issuing services. What Synergies is Stripe Eyeing with Bridge？ - Take Payment: Expand payment options beyond USDC by connecting to various stablecoins across different chains through bridges. - Get paid faster: Reduce payment processing time from days to minutes, which can improve merchant cash flow management, aligning with Stripe's focus on operational efficiency. - Managing cross-currency treasury: Can help Stripe provide merchants with more sophisticated and automated fund management solutions, enabling faster and cheaper settlements, reducing FX volatility risks, especially for businesses involved in complex international transactions. Is Stripe's $1 Billion Acquisition of Bridge Justified? Currently, for a credit card payment, merchants need to pay 1.5% to 3% to banks and card network companies. By using stablecoins for settlement, they could potentially save on interchange fees and acquiring bank fees. Stripe's yearly processed payment volume is projected to be $1 trillion in 2023. A 1% fee on $1 trillion amounts to approximately $10 billion. The global market for international payments is substantial, with total revenues estimated at around $200 billion annually for banks. This includes transaction fees ($10-$50 per transaction) and foreign exchange revenues (1%-5% of transaction volume, depending on the FX pairs). Additionally, banks can earn interest on funds during the transfer process. According to these data, stablecoins can help merchants save $10 billion annually just from Stripe's own transaction volume. Additionally, crypto can assist Stripe in competing in the $200 billion B2B cross-border payment market with banks. This suggests that the impact of stablecoins could be very significant. If stablecoins can replace traditional banks and card network companies, it becomes clear why Stripe is willing to spend $1.1 billion to acquire Bridge. Stripe's acquisition shows they believe the time is right. Consumers and merchants are becoming more open to using crypto for global settlements. DeFi has found its product-market fit; now it just needs a good distribution channel. Stripe is eating banks, as usual, this time through crypto.

echo echo echo echo

@Alvin0617 @0xnyew @jinglingcookies @Laura6liu @fomowinnie @Danie1Hsu @0xcestclaire 肉骨茶+

@0xnyew @jinglingcookies @Laura6liu @fomowinnie @Danie1Hsu @0xcestclaire come

對於身邊有朋友在韓國就已經把當下 token 相關 side event 全部註冊的我來說, 這次真的是莫名 fomo 🧐🇸🇬 從韓國開始就感受到很多人是有備而來，可以在見到的 5 分鐘之內把想說的事情交代清楚 倒也不是看著行事曆滿滿就自豪的那種 😂 活動跑多了就知道其實有見到 keyman 更重要，同時能不能跟你認同也願意一起長期合作、來自各地的朋友約到 1:1 也是對自己的一個成果驗收 有意願喝咖啡聊聊的老闆們歡迎 DM 📥📥 token here we go 🇸🇬 15-22nd Sep

@kowei1995 @TangleTreasury @iota @turing_certs thanks boss for supports 💪

I am happy to see that @STWei8 has become a committee member of the @TangleTreasury. His journey with @iota began through @turing_certs, and he has been a member of the IOTA Chinese community for years. With his extensive experience working for VCs in Singapore/Taiwan, I am confident that he will bring invaluable domain knowledge to the treasury.

❗️Tangle Treasury committee election results are in*❗️ The new team will be: Program lead: @LinusNaumann #Shimmer Reviewers: @cheerful_nicole @finanzgoblin @Phantom_3D @STWei8 *results are preliminary and will be verified by Shimmer L1 node owners over the next days. #IOTAEVM

@RuneCrypto_ @galaxyhq @OKX_Ventures @Coincall_Global @HashKey_Capital @SignalPlus_Web3 @chainlink @arbitrum @LineaBuild @LidoFinance @snzholding @gbvofficial @StratifiedCap @BaboonVC @ArcaneGrp @0xBlockBooster @mner_club @bcccapital @BlockScholes @SpyreCapital @okxweb3 @ocularvc

+ backed by: @GalaxyHQ @OKX_Ventures @Coincall_Global @HashKey_Capital @SignalPlus_Web3 @chainlink @arbitrum @LineaBuild @LidoFinance @snzholding @gbvofficial @StratifiedCap @BaboonVC @ArcaneGrp @0xBlockBooster @mner_club @bcccapital @BlockScholes @SpyreCapital @okxweb3 & more

Some $RCH / @SOFAorgDAO stats; Current TVL 14,2M$ (+4M$ in 24h) Current MC/Liquidity: 45M$/11.5M$ Total volume: 600M$ Total burnt: 104,000 Total minted: 28,000 Means it’s burning ~20,000 daily tokens since launch

Parallel - What Happens When AI Agents Gain Property Rights? @ParallelTCG is a sci-fi trading card game that leverages NFTs to enable a play-to-earn experience. Recently, the project raised $35 million from prominent investors, including Paradigm, Distributed Global, VanEck, Solana Ventures, Base Ecosystem Fund, and Amber. It's an interesting game, but what excites me more are their two other projects - @ParallelColony and @AIWayfinder . Let’s dive into these. --- Colony - Sandbox of AI Agent with Property Right Parallel Colony is an AI-powered web3 survival simulation game. Players own Parallel Avatar NFTs and use PRIME tokens to interact with these AI Avatars. These avatars have their own digital wallets on Solana, storing assets, earnings, and even memories. Players set tasks for their avatars, ranging from political campaigns to resource gathering, which the avatars autonomously execute. Avatars can explore environments, gather resources, engage in combat with other colonies, and evolve over time. Successful gameplay earns rewards in PRIME tokens. Colony is anticipated to launch in late 2024 or early 2025, marking a significant milestone in the integration of AI and blockchain technology. Integrating wallets into AI avatars in Parallel Colony is very interesting. It allows avatars to engage in autonomous transactions, learn from real-world economic interactions, and develop sophisticated behaviors. This integration also provides more clearer objective for the avatars, such as growing their wallet balance or acquiring specific resources (represent with NFTs). By incorporating the concept of capital markets into the gameplay, avatars might learn and adapt more deeply. They can leverage DeFi resources to access more data and computing power, potentially leading to better outputs and increased profitability. So it's a good time to introduce the Parallel team’s bigger ambition - Wayfinder. Wayfinder: The Google Maps of on-chain AI Agent Wayfinder is a groundbreaking tool designed to enable AI agents to navigate the blockchain, trade independently, and manage web3 wallets securely. Wayfinder aims to provide AI agents with a comprehensive understanding of blockchain environments, enabling them to perform tasks autonomously and efficiently. Currently, AI agents lack an understanding of blockchain-specific contexts and tools for real-time data access. By addressing these issues, Wayfinder ensures that AI agents can function effectively within the blockchain ecosystem. Wayfinder Architecture: - LLM Fine-tuning: Wayfinder is developing a compact LLM fine-tuned for EVM function calls, allowing seamless integration with blockchain operations. - Strict Instructions and Permissions: AI agents (referred to as Shells) operate within strict boundaries set by their owners, ensuring secure and controlled actions. - Wayfinder graph: An mapping system represent the interconnections within blockchain ecosystems. By transforming the graph into a dynamic toolchain, each contract function is represented as a separate, callable entity. - Wayfinder path: Wayfinder Path is the building block of the graph and is community-driven. Paths are monitored by community-maintained verification agents. Path builders receive rewards when other agents utilize their paths and must stake Wayfinder’s tokens for their proposed paths. If a proposed path is found to be incorrectly formatted or potentially dangerous, the staked tokens will be slashed. Wayfinder has diverse and impactful use cases. In gaming, AI agents can mine resources. They can also act as application-agnostic agents, providing utility across various platforms. AI agents could assist in efficiently minting NFTs and serve as smart trading bots, optimizing investment strategies based on portfolio management, asset allocation, and arbitrage trading tailored to users' risk tolerance and goals. --- Closing Thoughts In fact, what Wayfinder aims to achieve is incentivized RLHF. While LLMs can understand the context between words, their understanding of trading behaviors and game theory is still far from sufficient. Wayfinder provides incentives to gather substantial real human feedback and uses the Colony simulation environment as a sandbox to test the limits of AI agents with property right. Ultimately, these technologies will be applied to the blockchain domain. This is a very ambitious project. Whether AI should have human rights has been a topic explored in many science fiction films, such as "Blade Runner" and "Westworld." Although it is still too early to discuss AI's rights to life and freedom, Parallel's attempt to grant AI property rights is a significant first step. Whether this brings us closer to the singularity or closer to extinction can only be determined through experimentation.

@Leoninweb3 1 有點點不太一樣

好多人都在聊 $RCH ，社区小伙伴儿也让我聊几句。 1. 团队背景我大概猜到，实力很强也很靠谱，很多站台的资本应该21年就进入了 2. 项目已经有成熟的B端业务，也有赚钱能力。这次新产品 Sofa应该是包装成了C端产品，方便Go to market以及得到C端用户的注意力，以此解决投资人牛市退出的问题。 3. 大手笔加池子还是很猛，造富效应就是最好的marketing，直接引来全网关注和讨论，比一个一个KOL宣发效率高很多。当然Sofa本身是双代币模型，VC和项目方的利益在治理代币，以及股权投资。 4. 产品本质还是期权，目前的两种玩儿发也是long option或者short option。后面可能还有更复杂的结构性产品包装成针对散户的玩儿法。产品设计和做市对冲方面不太担心，唯一比较担心的是期权在crypto行业还是比较小众，就算包装成2C端产品不知道能否被散户接受。如果成功了就真的做到了期权的mass adoption了。 5. 当然产品是否成功对短期炒币影响不大。项目方还是很有实力，有钱是硬道理。另外这种玩儿法在VC背书的项目里也算是很创新，所以还是很佩服。 最后欢迎加入 @CSpaceOfficial 的游侠社区，一起抓住更多的链上机会！