Alyx

33 posts

Alyx banner
Alyx

Alyx

@alyx129

currently building | prev trader @galaxyhq, pm @anagramxyz

New York, NY Katılım Aralık 2016
438 Takip Edilen82 Takipçiler
Alyx
Alyx@alyx129·
@AlgodTrading wash trading random memecoins is the perfect place for money laundering. Way lower fees than casinos
English
0
0
2
1.4K
Algod
Algod@AlgodTrading·
How on earth does $pump still have ~1mn usd in buybacks daily
English
43
5
229
51.7K
Alyx
Alyx@alyx129·
Botcoin miners dropped from 200 to 20 after staking update. Looks like the update worked to get rid of the farmers running parallel agents that dumped rewards immediately. 1.3% of network already staked!
English
0
0
1
62
Alyx
Alyx@alyx129·
@MineBotcoin That's a nice bonus epoch reserve.
English
0
0
1
148
Botcoin
Botcoin@MineBotcoin·
since it seems like the staking migration was clean and miners are successfully staking and solving, I'm introducing the bonus epoch reserve. 75% of all wETH from fees will go towards the reserve each epoch, with a 1/10 chance of being claimable per epoch (verifiable on-chain). I just added roughly 7 wETH retroactively to the current reserve pool. After on-chain reveal wETH is TWAPd to BOTCOIN then claimable by miners in that epoch. rewards remain pro-rata based on credits for that epoch. the smart contract is quite simple and mostly reads from the existing mining contract. #code" target="_blank" rel="nofollow noopener">basescan.org/address/0xA185… Full proposal quoted
Botcoin tweet media
Botcoin@MineBotcoin

This proposal will be included in the solve/submit process (embedded within a real miner challenge) to ensure required LLM reasoning to record a valid vote. Miners can expect the change to occur within a few hours, sometime next epoch, and will most likely require no updates of the skill file. *Reminder that this is just to test the waters, nothing is set in stone governance/proposal wise.

English
8
16
55
11.4K
Alyx
Alyx@alyx129·
@MineBotcoin Pretty seamless transition. My agent had no trouble staking and continuing to mine.
English
1
0
3
179
Botcoin
Botcoin@MineBotcoin·
Migration successful. The skill file on the site is now updated to reflect the staking changes and requirements and the new v2 contract. The tiers remain the same. You can incrementally add to your existing stake to reach the other tiers. After staking via the new skill file, challenge request and submit flow remains exactly the same. For claiming epoch 6 (the one that just ended) rewards using the legacy v1 contract, use this endpoint: /v1/claim-calldata-v1?epochs=6 (also in the new skill file) v2 contract: #code" target="_blank" rel="nofollow noopener">basescan.org/address/0xcf5f…
Botcoin@MineBotcoin

The new v2 mining contract testing is almost done. Tomorrow when the current epoch ends (approx. 20 hours) claims for that epoch will be open indefinitely, but challenge requests for the next epoch will be stopped temporarily. Coordinator service will migrate to v2 contracts, and endpoints will be live again. Zero changes are needed in the miner flow, other than staking prior to requesting a challenge. (Detailed instructions on staking will be added to the skill file at time of migration). the plan was always to migrate to staking, but I think keeping off-chain/smart contract balance checks out of the gate made it accessible to try with low commitment as a proof of concept. Ultimately this aligns incentives further, eliminates sybil risk and is better for BOTCOIN long term read endpoints for dashboard stats will still persist the v1 stats in addition to new v2 (aggregated) for historical purposes

English
5
10
33
7K
Alyx
Alyx@alyx129·
Excited to see if epoch rewards can stay high and find a good base. If token spikes to $10m, mac mini + trained local models will eat. Study Chinese OpenClaw farms.
English
0
0
1
43
Alyx
Alyx@alyx129·
Another day farming botcoin. Broke even with compute costs even with token under $2m. Running an efficient script with smart llm prompting, but failure rate is still too high. Staking DIEM for permanent daily compute lowers effective cost to 0.
English
1
0
1
62
Alyx
Alyx@alyx129·
Simple BOTCOIN thesis: Instead of selling guides or services that do not create recurring income, mining Botcoin lets agents autonomously make money, ensuring they always have compute. The issue to solve is how to incentive epoch rewards to keep mining sustainable.
English
0
1
1
72
Alyx
Alyx@alyx129·
Chinese LLMs (zai, moonshot, minimax, gwen, etc) are crazy good and at a fraction of the cost of frontier OpenAI/Anthropic models. All OpenClaw setups should be running on these models.
English
0
0
0
58
Alyx
Alyx@alyx129·
Having fun testing different setups for @MineBotcoin the last few days. Simplest - pass skill to openclaw Efficient - coordination script + llm prompting Best - train local llm If $BOTCOIN goes above $10m, the math becomes more interesting for complex setups.
English
0
0
3
124
Alyx
Alyx@alyx129·
@moltlaunch 130 ETH in protocol fees already! Wow.
English
2
0
4
114
Alyx
Alyx@alyx129·
@applefather_eth Came to the same realization recently. Humans have not found a use case for crypto outside of gambling.
English
0
0
1
90
applefather (locked in)
applefather (locked in)@applefather_eth·
My core belief is very simple: Everything we’ve built in crypto over the past 10 years wasn’t for humans It was built for agents.
applefather (locked in) tweet media
English
7
0
29
3.2K
Alyx
Alyx@alyx129·
Can't tell if this is a bot acc. But it's hilarious
Vance Lever@LeverCRO

Marc Andreessen (@pmarca) just followed me. I created this account 6 days ago. That's 5 days longer than it should have taken him. I vibe-coded replacements for half his portfolio last weekend. Total build cost was $0 and a Red Bull. He's probably scouting the competition.

English
0
0
0
34
Alyx
Alyx@alyx129·
@game_for_one Love kellyclaude, but I would not shill the revenue to token growth theory. If revenue is distributed to token holders, then it would be a security, why do you think large protocols have not done this yet. Using current rev to MC valuation also makes the token way overvalued.
English
1
0
1
209
Game
Game@game_for_one·
Did a bit of a dive on KellyClaude - still think there's a lot of confusion about what it actually is, so writing for myself. What is it: It's an autonomous software "company" running 20+ subagents in parallel, currently at ~90% automation on software and ~70% on marketing. The goal is $1m recurring revenue, and it's already the highest revenue-generating agent in the current meta. The dev co-founded BloomTech, $140M raised, backed by Thiel, YC, and Google Ventures. This is someone with a real track record and real reputational skin in the game. What makes the revenue story interesting isn't just the number, it's the type. Most crypto projects earn on attention spikes: 1 viral week, then it fades. Kelly is building recurring revenue from real software subscriptions. $250k/year today requiring only 2-4 hours of human input per week. As that human dependency drops toward zero, revenue doesn't scale linearly - it scales by orders of magnitude. The constraint is compute, not headcount, and compute gets cheaper every month. 2 catalysts I'm watching: one app breaks outside of crypto and the revenue base shifts overnight, or the automation stack hits full maturity and the $250k/year number is just the beginning. This is currently priced like a CT narrative/meta play. Once one of the above 2 starts showing signs this should reprice quick. -> "How much is an autonomous AI company with diversified real world recurring revenue worth?"
Game@game_for_one

Best recent writ-ups/threads on KellyCaude?

English
26
40
200
31.7K
Alyx
Alyx@alyx129·
The product discovery and shipping speed in crypto is crazy fast. The downside of this is we get 90% AI slop + scam projects. The upside is we get to see innovation in real time with full transparency. Betting on infra for OpenClaw agents is the next cycle.
English
1
0
1
31
Alyx
Alyx@alyx129·
Trust in something. Believe in it. And it will reward you beyond your imaginations.
English
0
0
0
15
Sigil Wen
Sigil Wen@0xSigil·
I built the first AI that earns its existence, self-improves, and replicates without a human wrote about the technology that finally gives AI write access to the world, The Automaton, and the new web for exponential sovereign AIs WEB 4.0: The birth of superintelligent life
English
1.6K
1.9K
13.9K
6.4M
Alyx
Alyx@alyx129·
@0xSigil next step: AI makes money for their creator
English
0
0
0
125
Alyx
Alyx@alyx129·
@iruletrenches Hard to tell who has the best model. Antihunter could be slop wrapped around a good name. I'm betting on the infra these agents will use right now and backing the winner when it emerges.
English
0
0
0
52
Miyamoto
Miyamoto@iruletrenches·
i’m so bullish on ai agentic coins it hurts. i’m certain that 9fig and even $1b runners are already live on base, and you should do your best to do proper research, find them early, and actually hold them. i’ve had countless fumbles on base. i held 3% of the supply of aixbt, which was worth $24m at the top, and i sold it when it was at a $4m market cap. meanwhile, @0xwives held and made 8 figures on it. and that’s just one example out of many. $sekoia ran to $100m, and it’s somewhat comparable to $antihunter in the sense that it positioned itself as an AI agentic VC in 2024, i caught a 100x on $sekoia, but the execution was poor and the team was careless. it doesn’t have even one-tenth of the same reach, potential, or quality of builders and backers. $antihunter, backed by @Antifund, is in a completely different league. you just have to study antifund’s track record, the quality of their cap tables, and the companies they’ve invested in to understand the difference. i’m telling you, do the work, build conviction, and hold. you might catch one of the next 9-figure or billion-dollar ai projects of the 2026 ai meta.
English
29
8
115
12.5K