adrian

@merakiki2 🫡

Alpha used to come from knowing more. The next edge comes from learning faster. Information asymmetry alpha — knowing something before others do — is getting harder to capture. Every tweet, whale wallet movement, and regulatory filing is within reach of an agent that never sleeps. But a new category is emerging: signals that only exist at machine scale. Correlations no human would think to look for, across thousands of data streams simultaneously. This alpha doesn't decay the same way — because it can't be replicated without the system that found it. 🔁 The bigger shift isn't execution speed. It's whether the agent learns. Pipelines run the same logic every time. Agents observe outcomes and adapt. One is a better tool. The other compounds — every trade, every error, every market regime sharpens the next decision. 🎯 The most underbuilt layer in the stack: calibration. A learning loop without calibration is a machine that repeats mistakes faster. Everyone is building the loop. Almost no one is building the check. 💡 Where we see the real opportunity: → Agent-native data (built for reasoning, not dashboards) → Evaluation infra (how do you know your agent is getting better?) → Segment-winning platforms (each a different problem) → Programmable custody (agents need to act autonomously within defined risk limits) The 2025 trader: 5 dashboards, 3am liquidation alerts, manually checking funding rates. The 2026 trader: sets objectives, defines risk limits, reviews agent reasoning. Agentic trading is where DeFi was in 2019. The infrastructure exists. The defining product doesn't. Building something in this space, or know a team worth watching? Drop it below 👇

He is risen.

$100M in private credit is now fully verifiable. Today, @Valos_io is launching the first institutional private credit vault on Accountable's YieldApp. Live on @monad with @withAUSD, and powered by our Data Verification Network for full transparency.

We are witnessing early Sack Lift-Off and sustained Ballsack Momentum. The era of Testicle Consolidation is ending. Classic precursor to full Testicular Expansion. Gravity losing influence. Resistance becoming theoretical.

$50M TVL is now fully verifiable. The signal is clear: people want Accountability.

This is the $GWEI.

@spacepixel $orgo

There's one token sitting at $2.6m mc that's giving pixel ai16z vibes. But this time the agent tool they're building is literally automating software development.

@manud_p 🤟🏻

Holidays were $LIT after all. Thankful for our outstanding founder, team and community. 2026 will be LITer

In 2025, we proved Realtime Ethereum is possible. In 2026, we will bring Realtime Ethereum to everyone. Here’s a look back at our year.

@sjdedic @GUNbyGUNZ @playSHRAPNEL Study @PowerPrtcl

GameFi has probably been the worst vertical we have ever tried in crypto. Just a few prominent examples: @GUNbyGUNZ / $GUNZ: raised more than $82M (plus some undisclosed rounds), currently trading at $118M FDV, down -89.7% from ATH @playSHRAPNEL / $SHARP: raised more than $57M, currently trading at $5M FDV, down -99.6% from ATH @PirateNation / $PIRATE: raised more than $33M, currently trading at $6M FDV, down -98.7% from ATH @staratlas / $ATLAS: raised more than $13M, currently trading at $10M FDV, down -99.9% from ATH Many such cases, they basically look all the same. Massively overvalued and overfunded rounds, VC circle-jerk cap tables, horrible tokenomics, weak products, maximum value extraction, and close to zero real value created. Pretty much everything that could be done wrong, GameFi managed to do wrong.

@0xmock Should I long fartcoin

[Just a fractal charting post for entertainment, don't take it too serious, don't hate me, don't unfollow me] The chart I drew was based on a few assumptions > 4 yr cycle works > ATH to ATL takes the same time and similar magnitude to the past 3 cycles > The first major leg down (~50% drawdown) and dead cat bounce followed by (~50% up) are similar to 2022 So far it works okay to trade based on this direction

Today, we’re excited to announce that ETHGas has raised a $12M seed round, led by @Polychain, to build Ethereum’s blockspace futures market. We’ve also received $800M in commitments from leading Ethereum builders to support ETHGas’ marketplace and product development.

@0xcoconutt @AccountableData good tech

Ethereum will power a trillion dollars of assets in 2026, and trillions more in the future. How do we scale the block production pipeline in a way that's healthy, performant and future proof? It's not as simple as it seems - see here for a "State of the Blockspace" exploration we put together alongside @kubimensah @drakefjustin @alextes , and a number of other contributors. ethresear.ch/t/an-observati…

@patelzeel68 Goat 🐐!

4 years at Layer3 today. I’m feeling weirdly emotional about it because this place has been a big chunk of my life, not just my work. I started here as a student. I was just hungry and slightly delusional in the way you have to be when you’re young. I remember wanting it so badly that I kept DM’ing @brandonkumar until he finally gave me a shot. Not proud of how annoying I probably was, but I’m proud I didn’t let fear decide for me. The first year was honestly just me trying to not get exposed. Trying to be useful, trying to keep up. I had a lot of energy and not enough clarity. I overcompensated, I spoke too fast, I tried to sound smart instead of thinking properly at times. I’d take things personally. I’d panic internally and pretend I wasn’t. And then I’d go back to my laptop and try again. Over and over. Somewhere across these 4 years, Layer3 stopped being a job and became the place where I grew in all ways. I’ve worn every hat here. I’ve pair coded, shipped, written, researched, jumped into things I wasn’t ready for yet, and learned the hard way what it means to own outcomes. I’ve had days where something finally would work in best ways and I felt unstoppable. I’ve had nights where I felt like I was drowning and still showed up the next day because I didn’t want to be the person who quits just because it got hard, which I've gone on to apply in life as well. I don’t know how to explain it, but the growth here wasn’t noisy in any way. It wasn’t a single breakthrough moment either, it was what you call it cumulative. A hundred small corrections, every day. A hundred times being wrong and having to fix it. A hundred uncomfortable conversations that made me sharper. I'm just a lot more open, more opinionated for the better and that I’ve learned to say I don’t know without feeling the guilt on not knowing. I’ve learned to care about the craft. I’ve learned how to think. And in crypto, 4 years anywhere is anything but rare I think. Everything resets so fast. Narratives, teams, attention everything. The easy path is to keep switching. But personally, I never wanted a life made of constant restarts, I wanted something that actually compounds and has depth. I wanted to build with people long enough that the work starts to carry history. One of the biggest reasons being here is also the people. @Ehsanomics has been more than a teammate, he’s been family through a lot of this. The presence that steadies you, pushes you, and stays consistent. I found real friends in @yahya_ea, @pdupont and @pedromnt, and honestly so many others on the team. It was never a formal work friendship, not with anyone and that says something about the team that was put together. I've also had an amazing mentor in @brandonkumar. If I had to sum it up, he's made raising the bar for everyone, very normal. Personally and professionally, I've learnt so much that I feel sometimes that the kid in me grew up in the best possible way. I’m proud of what we’ve built but I’m even more proud of who I’ve become while building it. 4 years. Still here. Still grateful. Still hungry. We're here to stay, and rightfully conquer.

@Kam_Punia Lfg

Its been a crazy 24hrs but waking up to this was worth it. We knew a year of building in mostly silence put pressure on us to deliver. The more time went, the more expectations rose. But we bet on ourselves to deliver as we always have. Gaming and consumer apps will still be one of the best verticals for mass market adoption. Crypto rails wrapped up in a high quality gamified loop ushers in adoption. Our goal to build the best-in-class consumer experience that seeds a thriving ecosystem is starting to show. @fableborne and $Power is live, the timeline is flooded with posts of our community and players who did well. We are only at the start line but today is for everyone who trusted us, believed in something and continued to support. Tomorrow we go again 🫡