Art Blocks@artblocks_io· 19 days ago

RT @ArtOnBlockchain: There are a number of ways to play LIFT. The easiest/simplest is to download the game ROM (a term used to describe old video game files) from the fully on chain @artblocks_io live view to your computer and use a downloadable emulator (like widely available mGBA) to play. Also interesting is directly downloading the ROM to your mobile device from the live view and using a mobile emulator (there are many, I use Lucky Emulator). My favorite, and the original intent of the project, is for the game to be played on an actual old school handheld device. The game is compatible with Gameboy Advance, Gameboy Advance SP and Nintendo DS. Each has its pros and cons. The original Gameboy Advance is my preferred form factor. It’s straight forward, flat (no flip up lid) and most intuitive for a wall hanging interactive artwork (picture it recessed in a nice frame on your wall). But! In its stock form it has no backlight which is even worse when viewing vertically on a wall. Also it doesn’t have a DC adapter. This is critical because LIFT will require anywhere from 60-90 days to beat. And there is no save state. So the device must stay on the entire time. Thankfully there are some INCREDIBLE and cost effective mods for this platform. You can buy a scratch and dent GBA off eBay probably for $70 and then a mod kit that swaps out a backlit screen, translucent case, and a USBC rechargeable battery for another $70. Swap is fun and a little tedious but takes about an hour and there are some pre-modded ones available for sale too. See the modded GBA I made for my wife below. Next is the Gameboy Advance SP. This is far superior in stock form with a backlight and rechargeable battery with DC input cable. So it works right out of the box. But we are so spoiled with modern screens you might want to mod this one too. The mods are pretty awesome, see mine below. Lastly the Nintendo DS, which has a super sharp backlit screen and is also rechargeable BUT has an extra screen/display that’s not utilized by the game so a little suboptimal of an experience. Note the game is not compatible with the sequel to the DS, the Nintendo 3DS. When I embarked on this quest I had NO IDEA that there was such a massive community and ecosystem around old school games. Known as “homebrew” games there are tons of people actively creating games for legacy systems and bringing these older systems to the 21st century via mods like using a Cannon camera LCD screen to swap the original one. Really excited (and terrified) to hear what that homebrew community thinks about “monogameic” games (see below). If you are wanting to play the game on an older system there’s a pretty cool cartridge called EZFLASH (easy to find on Amazon) that actually has a microSD card on the side. So you simply download the ROM and drop it on the SD card, slide the card into the cartridge and the cartridge into the Gameboy and you’re in business. BUT what I’m most excited about is that the 1/1/x box cover art and cartridge sticker and some other bits will be built into the fully on chain algo, along with the 1/1/x ROM, and @generativegoods will be making the game available as an old school video game box release complete with the cartridge, instructions and even a folded and creased poster. Digitally instructed physicals FTW. Anyways, not sure if you can tell but I’m really really really excited about this. Asked AI for a term for this although I imagine this 1/1/x ROM concept is not a first of its kind it’s fun to explore and make up new words 😅. Monogameic: A monogameic game is one where each copy offers a singular gameplay experience. Each owner possesses a version of the game containing DNA that is not replicated anywhere.

Erick / Snowfro / 🦩 / LAO / #️⃣ / 🔴@ArtOnBlockchain· 20 days ago

There are a number of ways to play LIFT. The easiest/simplest is to download the game ROM (a term used to describe old video game files) from the fully on chain @artblocks_io live view to your computer and use a downloadable emulator (like widely available mGBA) to play. Also interesting is directly downloading the ROM to your mobile device from the live view and using a mobile emulator (there are many, I use Lucky Emulator). My favorite, and the original intent of the project, is for the game to be played on an actual old school handheld device. The game is compatible with Gameboy Advance, Gameboy Advance SP and Nintendo DS. Each has its pros and cons. The original Gameboy Advance is my preferred form factor. It’s straight forward, flat (no flip up lid) and most intuitive for a wall hanging interactive artwork (picture it recessed in a nice frame on your wall). But! In its stock form it has no backlight which is even worse when viewing vertically on a wall. Also it doesn’t have a DC adapter. This is critical because LIFT will require anywhere from 60-90 days to beat. And there is no save state. So the device must stay on the entire time. Thankfully there are some INCREDIBLE and cost effective mods for this platform. You can buy a scratch and dent GBA off eBay probably for $70 and then a mod kit that swaps out a backlit screen, translucent case, and a USBC rechargeable battery for another $70. Swap is fun and a little tedious but takes about an hour and there are some pre-modded ones available for sale too. See the modded GBA I made for my wife below. Next is the Gameboy Advance SP. This is far superior in stock form with a backlight and rechargeable battery with DC input cable. So it works right out of the box. But we are so spoiled with modern screens you might want to mod this one too. The mods are pretty awesome, see mine below. Lastly the Nintendo DS, which has a super sharp backlit screen and is also rechargeable BUT has an extra screen/display that’s not utilized by the game so a little suboptimal of an experience. Note the game is not compatible with the sequel to the DS, the Nintendo 3DS. When I embarked on this quest I had NO IDEA that there was such a massive community and ecosystem around old school games. Known as “homebrew” games there are tons of people actively creating games for legacy systems and bringing these older systems to the 21st century via mods like using a Cannon camera LCD screen to swap the original one. Really excited (and terrified) to hear what that homebrew community thinks about “monogameic” games (see below). If you are wanting to play the game on an older system there’s a pretty cool cartridge called EZFLASH (easy to find on Amazon) that actually has a microSD card on the side. So you simply download the ROM and drop it on the SD card, slide the card into the cartridge and the cartridge into the Gameboy and you’re in business. BUT what I’m most excited about is that the 1/1/x box cover art and cartridge sticker and some other bits will be built into the fully on chain algo, along with the 1/1/x ROM, and @generativegoods will be making the game available as an old school video game box release complete with the cartridge, instructions and even a folded and creased poster. Digitally instructed physicals FTW. Anyways, not sure if you can tell but I’m really really really excited about this. Asked AI for a term for this although I imagine this 1/1/x ROM concept is not a first of its kind it’s fun to explore and make up new words 😅. Monogameic: A monogameic game is one where each copy offers a singular gameplay experience. Each owner possesses a version of the game containing DNA that is not replicated anywhere.

BrendanEich@BrendanEich· about 2 months ago

RT @BrendanEich: @uxmauroo @brave People generally run them on their own hardware in a homebrew cluster, e.g., https://t.co/99FrbwiQY9

BrendanEich@BrendanEich· about 2 months ago

@uxmauroo @brave People generally run them on their own hardware in a homebrew cluster, e.g., https://t.co/99FrbwiQY9

Forbes@Forbes· 2 months ago

Satya Patel of Homebrew, No. 13 on this year’s Midas Seed list, scouted companies like IPO-bound digital bank Chime and payroll unicorn Gusto long before they made it big. https://t.co/mtmqrIvaUU #ForbesMidas (Photo: Homebrew) https://t.co/dJw674tcFu

Forbes@Forbes· 3 months ago

Satya Patel of Homebrew, No. 13 on this year’s Midas Seed list, scouted companies like IPO-bound digital bank Chime and payroll unicorn Gusto long before they made it big. https://t.co/qqafzxpxqe #ForbesMidas https://t.co/iJNefAyXD1

Forbes@Forbes· 3 months ago

Satya Patel of Homebrew, No. 13 on this year’s Midas Seed list, scouted companies like IPO-bound digital bank Chime and payroll unicorn Gusto long before they made it big. https://t.co/FPXpvsKmzg #ForbesMidas https://t.co/nXKz3Jt9bn

BrendanEich@BrendanEich· 7 months ago

RT @ryanchenkie: ⚠️ Developers, please be careful when installing Homebrew. Google is serving sponsored links to a Homebrew site clone that has a cURL command to malware. The URL for this site is one letter different than the official site. https://t.co/TTpWRfqGWo

Ryan Chenkie@ryanchenkie· 7 months ago

⚠️ Developers, please be careful when installing Homebrew. Google is serving sponsored links to a Homebrew site clone that has a cURL command to malware. The URL for this site is one letter different than the official site. https://t.co/TTpWRfqGWo

Sender AI｜$ASI@Sender_AI· 8 months ago

RT @hosseeb: My 2025 Crypto Predictions I'm either going to look like a prophet or an idiot over these predictions, but one thing is for sure: I'm going to piss off a lot of people with bags. Breaking this up into six sections: my predictions for L1s/L2s, token launches, stablecoins, regulation, "AI Agents" (oh boy), and crypto x AI. ~9 minute read! 1. L1s/L2s - The distinction between L1s and L2s is collapsing. Users no longer perceive the differences between L1s and L2s (did they ever?). The blockchain landscape, L1s and L2s combined, is overcrowded and due for a shakeout. The consolidation will be less about technical superiority—it will be about having a unique niche and building stickiness through GTM. - Despite the strength of SVM and Move, EVM market share will actually grow in 2025. This growth will be driven by @base, @monad_xyz, and @berachain. This will be not because of compatibility anymore—it'll be because EVM/Solidity just has way more training data, and LLMs will be writing most of the application code in 2025. Already having a deep library of battle-tested cryptography contracts will also be a separator, because LLMs suck at writing low-level code. DevEx and footguns will matter less than training data and solid libraries in the LLM era of development. - Solana will pressure more blockchains to optimize for low latency. We will move from TPS wars to latency wars—infra like @doublezero and super low-latency L2s like @megaeth_labs will push user expectations toward web2 responsiveness. Expect more embrace of optimistic UIs, preconfirmations, intents, email onboarding, in-browser wallets, and progressive security. Shoutout to @privy for advancing the meta here. - @HyperliquidX has demonstrated that specialized chains can work when they're laser-focused on a specific application and prioritize UX and easy bridging. More projects will follow this model. The old dream of one chain to rule them all is dead. 2. Token Launches - The current meta of everyone doing huge airdrops via points programs is over. We are moving to a two-track world. - Track one: if a project has a clear north star metric, like an exchange or a lending protocol, they will distribute tokens purely off points. They will not care if they are farmed or gamed—they are effectively distributing the token as a rebate/discount on the core KPI of the protocol, and the farmers are your actual users anyway. - Track two: projects without clear north star metrics (like L1s and L2s) will move toward crowdsales. They may do smaller airdrops to reward social contributions, but the majority of tokens will get distributed via crowdfunding. Airdropping for vanity metrics is dead. Those aren't really going to users, they're going to industrialized farmers. - Memecoins will continue to lose market share to “AI agent” coins. I consider this a migration from financial nihilism to financial over-optimism. (Yep I'm coining that.) 3. Stablecoins - Stablecoin usage will explode, particularly among SMBs. Not just trading and speculation—real businesses will start using on-chain dollars for instant settlement. - Banks are noticing: expect to see announcements of bank-issued stablecoins toward the end of 2025. They will not want to be left behind. But especially with Lutnick as Secretary of Commerce, Tether will remain #1. - Expect @ethena_labs to gobble up even more capital, especially as treasury yields continue to decline over the coming year. When the opportunity cost of capital declines, it makes basis trade yields even more attractive. 4. Regulation - Stablecoin legislation passes in the US, while the broader market infrastructure overhaul (FIT21) gets delayed. Stablecoin adoption accelerates while Wall Street adoption, asset tokenization, and other TradFi integration will lag behind. - Under Trump, Fortune 100 companies will become more willing to offer crypto to consumers, with tech companies and startups showing higher risk appetite. Trump's inauguration will create a perceived regulatory jubilee until clear rules and enforcement priorities are set. During this window, expect to see aggressive expansion of crypto integration into Web2 platforms. 5. AI Agents (this is the longest section because my thoughts here are likely controversial—read to the end!) - The “AI agent” craze will continue probably throughout 2025. But it will die off eventually. This is not the long-term disruption to watch out for from AI, but it will be CT's fixation because it is the most social. - These things are not really agents. These are chatbots with memecoins attached; they are barely agentic at all besides posting on Twitter. Current "AI agents" are also mostly "Wizard of Oz" agents—there are humans behind the scenes ensuring the AI doesn't go off the rails. This won't change any time soon because current agents are too janky (even Fortune 100 companies are not using agents in prod yet). Current agents can easily be manipulated into saying crazy things that damage their brands, or can be jailbroken to steal all of their resources. See @freysa_ai for what an actual autonomous AI looks like—if your favorite AI is not getting jailbroken, it’s because it's a Wizard of Oz AI. - That said, I think this trend will accelerate. Chatbots can indeed replace a lot of influencers because chatbots never sleep, they're always on-message, and they’re less greedy than human influencers. Plus the majority of influencers aren’t very original anyway. Real-time information aggregation/amplification can be easily replaced by an algorithm even today (see @aixbt_agent). - Right now these chatbots are fascinating to us because they are so novel. It’s like seeing an elephant paint. The first time you see it, you don’t really care that the painting is not very good—it’s spectacular to see. But the 1000th time, the novelty wears thin. I believe that will start to happen as these chatbots plateau. - You can see that today with aixbt—it’s already pretty good at aggregating data about different projects. By next year and the next generation of agents, maybe aixbt will hallucinate a little less, go a little deeper, have a little smarter takes. But how much will you even notice? It’ll probably feel the same to most people. - I think this novelty and market eagerness continues throughout 2025. Crypto takes a while to get bored of the shiny thing. But by 2026 I think there will be a sudden reversal. The chatbots will become so ubiquitous that people will get turned off by them. Sentiment will reverse. Seeing stories of their favorite human KOLs losing their livelihoods will kindle a kind of class consciousness. Users will start discriminating in favor of human KOLs, even if their content is less consistent. - In response to this pro-human bias, chatbots will start hiding that they are AIs, trying to pass as humans in order to capture more of the attention market. Instead of monetizing through memecoins like today, future chatbots will monetize the same way human KOLs do—through sponsorships, affiliate links, and pumping tokens they own. KOLs will be routinely accused of being chatbots, and you will see AI-unmasking scandals. This will all get weird. - But there's a darker side yet. Remember, LLMs are currently great wordcels, but not great at the other stuff yet. What are the best ways to make money as a wordcel in crypto? First is being an influencer, sure, but close second is being a scammer. You will start seeing autonomous scambots proliferate. These will explode, comparable to what ransomware and cryptojacking became post 2017. Expect this to become a real social problem. - But while chatbots are likely to remain the center of attention in 2025, the long-term disruption from AI will not be at the social layer. - And no, it’s not going to be in trading either. AIs will not give everyone their own “trading agent” or miniature hedge fund. Yes, AIs will scale everyone, but they will scale people proportionally to their capital, data, and infrastructure. You should therefore expect AI to supercharge preexisting trading firms who have capital scale and data scale. In other words, trading firms will become even better at making all of the money. It will also collapse the hierarchy among trading firms (most of them will become comparably good, since everyone will have access to 150 IQ quants in the cloud). - Over time, AIs will make markets extremely efficient—even smaller, niche markets—which will leave little edge left for normal traders, even with their little homebrew assistant AIs. The value of original research will plummet. That said, the increased competition and liquidity should be a boon to the rest of us who are injecting noise into the market. (It will also mean @Polymarket liquidity on everything!) - So if the big story is not chatbots and not trading bots, what else is there? Here’s my core thesis, which for some reason almost nobody is talking about: the truly impactful AI agents will be software engineering agents. - Why is this such a big deal? Ask yourself this: what is the primary input to our industry? What is the costly input preventing there from being more applications, more wallets, better infrastructure, better everything? The answer is software. If AI agents cause the price of software to collapse, that will change everything. - In a post-AI era, instead of having to raise millions of dollars for a seed round, you will be able to launch an application with $10K of AI cloud compute. Self-financed projects like Hyperliquid and Jupiter will go from the exception to the norm. The amount of applications and experimentation on-chain will absolutely explode. For an industry that is driven by software, this deflationary shock is going to lead to an on-chain renaissance. - The implications of this on security are profound. AI-powered static analysis and monitoring will become ubiquitous, making security more accessible to everyone. These AIs will be fine-tuned on EVM/Solidity or Rust codebases, trained on vast databases of security audits and attack vectors. They'll be RL’d in simulated adversarial blockchain environments. I’m increasingly convinced that AI tools ultimately favor defenders

Mike Dudas@mdudas· 8 months ago

RT @hosseeb: My 2025 Crypto Predictions I'm either going to look like a prophet or an idiot over these predictions, but one thing is for sure: I'm going to piss off a lot of people with bags. Breaking this up into six sections: my predictions for L1s/L2s, token launches, stablecoins, regulation, "AI Agents" (oh boy), and crypto x AI. ~9 minute read! 1. L1s/L2s - The distinction between L1s and L2s is collapsing. Users no longer perceive the differences between L1s and L2s (did they ever?). The blockchain landscape, L1s and L2s combined, is overcrowded and due for a shakeout. The consolidation will be less about technical superiority—it will be about having a unique niche and building stickiness through GTM. - Despite the strength of SVM and Move, EVM market share will actually grow in 2025. This growth will be driven by @base, @monad_xyz, and @berachain. This will be not because of compatibility anymore—it'll be because EVM/Solidity just has way more training data, and LLMs will be writing most of the application code in 2025. Already having a deep library of battle-tested cryptography contracts will also be a separator, because LLMs suck at writing low-level code. DevEx and footguns will matter less than training data and solid libraries in the LLM era of development. - Solana will pressure more blockchains to optimize for low latency. We will move from TPS wars to latency wars—infra like @doublezero and super low-latency L2s like @megaeth_labs will push user expectations toward web2 responsiveness. Expect more embrace of optimistic UIs, preconfirmations, intents, email onboarding, in-browser wallets, and progressive security. Shoutout to @privy for advancing the meta here. - @HyperliquidX has demonstrated that specialized chains can work when they're laser-focused on a specific application and prioritize UX and easy bridging. More projects will follow this model. The old dream of one chain to rule them all is dead. 2. Token Launches - The current meta of everyone doing huge airdrops via points programs is over. We are moving to a two-track world. - Track one: if a project has a clear north star metric, like an exchange or a lending protocol, they will distribute tokens purely off points. They will not care if they are farmed or gamed—they are effectively distributing the token as a rebate/discount on the core KPI of the protocol, and the farmers are your actual users anyway. - Track two: projects without clear north star metrics (like L1s and L2s) will move toward crowdsales. They may do smaller airdrops to reward social contributions, but the majority of tokens will get distributed via crowdfunding. Airdropping for vanity metrics is dead. Those aren't really going to users, they're going to industrialized farmers. - Memecoins will continue to lose market share to “AI agent” coins. I consider this a migration from financial nihilism to financial over-optimism. (Yep I'm coining that.) 3. Stablecoins - Stablecoin usage will explode, particularly among SMBs. Not just trading and speculation—real businesses will start using on-chain dollars for instant settlement. - Banks are noticing: expect to see announcements of bank-issued stablecoins toward the end of 2025. They will not want to be left behind. But especially with Lutnick as Secretary of Commerce, Tether will remain #1. - Expect @ethena_labs to gobble up even more capital, especially as treasury yields continue to decline over the coming year. When the opportunity cost of capital declines, it makes basis trade yields even more attractive. 4. Regulation - Stablecoin legislation passes in the US, while the broader market infrastructure overhaul (FIT21) gets delayed. Stablecoin adoption accelerates while Wall Street adoption, asset tokenization, and other TradFi integration will lag behind. - Under Trump, Fortune 100 companies will become more willing to offer crypto to consumers, with tech companies and startups showing higher risk appetite. Trump's inauguration will create a perceived regulatory jubilee until clear rules and enforcement priorities are set. During this window, expect to see aggressive expansion of crypto integration into Web2 platforms. 5. AI Agents (this is the longest section because my thoughts here are likely controversial—read to the end!) - The “AI agent” craze will continue probably throughout 2025. But it will die off eventually. This is not the long-term disruption to watch out for from AI, but it will be CT's fixation because it is the most social. - These things are not really agents. These are chatbots with memecoins attached; they are barely agentic at all besides posting on Twitter. Current "AI agents" are also mostly "Wizard of Oz" agents—there are humans behind the scenes ensuring the AI doesn't go off the rails. This won't change any time soon because current agents are too janky (even Fortune 100 companies are not using agents in prod yet). Current agents can easily be manipulated into saying crazy things that damage their brands, or can be jailbroken to steal all of their resources. See @freysa_ai for what an actual autonomous AI looks like—if your favorite AI is not getting jailbroken, it’s because it's a Wizard of Oz AI. - That said, I think this trend will accelerate. Chatbots can indeed replace a lot of influencers because chatbots never sleep, they're always on-message, and they’re less greedy than human influencers. Plus the majority of influencers aren’t very original anyway. Real-time information aggregation/amplification can be easily replaced by an algorithm even today (see @aixbt_agent). - Right now these chatbots are fascinating to us because they are so novel. It’s like seeing an elephant paint. The first time you see it, you don’t really care that the painting is not very good—it’s spectacular to see. But the 1000th time, the novelty wears thin. I believe that will start to happen as these chatbots plateau. - You can see that today with aixbt—it’s already pretty good at aggregating data about different projects. By next year and the next generation of agents, maybe aixbt will hallucinate a little less, go a little deeper, have a little smarter takes. But how much will you even notice? It’ll probably feel the same to most people. - I think this novelty and market eagerness continues throughout 2025. Crypto takes a while to get bored of the shiny thing. But by 2026 I think there will be a sudden reversal. The chatbots will become so ubiquitous that people will get turned off by them. Sentiment will reverse. Seeing stories of their favorite human KOLs losing their livelihoods will kindle a kind of class consciousness. Users will start discriminating in favor of human KOLs, even if their content is less consistent. - In response to this pro-human bias, chatbots will start hiding that they are AIs, trying to pass as humans in order to capture more of the attention market. Instead of monetizing through memecoins like today, future chatbots will monetize the same way human KOLs do—through sponsorships, affiliate links, and pumping tokens they own. KOLs will be routinely accused of being chatbots, and you will see AI-unmasking scandals. This will all get weird. - But there's a darker side yet. Remember, LLMs are currently great wordcels, but not great at the other stuff yet. What are the best ways to make money as a wordcel in crypto? First is being an influencer, sure, but close second is being a scammer. You will start seeing autonomous scambots proliferate. These will explode, comparable to what ransomware and cryptojacking became post 2017. Expect this to become a real social problem. - But while chatbots are likely to remain the center of attention in 2025, the long-term disruption from AI will not be at the social layer. - And no, it’s not going to be in trading either. AIs will not give everyone their own “trading agent” or miniature hedge fund. Yes, AIs will scale everyone, but they will scale people proportionally to their capital, data, and infrastructure. You should therefore expect AI to supercharge preexisting trading firms who have capital scale and data scale. In other words, trading firms will become even better at making all of the money. It will also collapse the hierarchy among trading firms (most of them will become comparably good, since everyone will have access to 150 IQ quants in the cloud). - Over time, AIs will make markets extremely efficient—even smaller, niche markets—which will leave little edge left for normal traders, even with their little homebrew assistant AIs. The value of original research will plummet. That said, the increased competition and liquidity should be a boon to the rest of us who are injecting noise into the market. (It will also mean @Polymarket liquidity on everything!) - So if the big story is not chatbots and not trading bots, what else is there? Here’s my core thesis, which for some reason almost nobody is talking about: the truly impactful AI agents will be software engineering agents. - Why is this such a big deal? Ask yourself this: what is the primary input to our industry? What is the costly input preventing there from being more applications, more wallets, better infrastructure, better everything? The answer is software. If AI agents cause the price of software to collapse, that will change everything. - In a post-AI era, instead of having to raise millions of dollars for a seed round, you will be able to launch an application with $10K of AI cloud compute. Self-financed projects like Hyperliquid and Jupiter will go from the exception to the norm. The amount of applications and experimentation on-chain will absolutely explode. For an industry that is driven by software, this deflationary shock is going to lead to an on-chain renaissance. - The implications of this on security are profound. AI-powered static analysis and monitoring will become ubiquitous, making security more accessible to everyone. These AIs will be fine-tuned on EVM/Solidity or Rust codebases, trained on vast databases of security audits and attack vectors. They'll be RL’d in simulated adversarial blockchain environments. I’m increasingly convinced that AI tools ultimately favor defenders

Haseeb ＞|＜@hosseeb· 8 months ago

My 2025 Crypto Predictions I'm either going to look like a prophet or an idiot over these predictions, but one thing is for sure: I'm going to piss off a lot of people with bags. Breaking this up into six sections: my predictions for L1s/L2s, token launches, stablecoins, regulation, "AI Agents" (oh boy), and crypto x AI. ~9 minute read! 1. L1s/L2s - The distinction between L1s and L2s is collapsing. Users no longer perceive the differences between L1s and L2s (did they ever?). The blockchain landscape, L1s and L2s combined, is overcrowded and due for a shakeout. The consolidation will be less about technical superiority—it will be about having a unique niche and building stickiness through GTM. - Despite the strength of SVM and Move, EVM market share will actually grow in 2025. This growth will be driven by @base, @monad_xyz, and @berachain. This will be not because of compatibility anymore—it'll be because EVM/Solidity just has way more training data, and LLMs will be writing most of the application code in 2025. Already having a deep library of battle-tested cryptography contracts will also be a separator, because LLMs suck at writing low-level code. DevEx and footguns will matter less than training data and solid libraries in the LLM era of development. - Solana will pressure more blockchains to optimize for low latency. We will move from TPS wars to latency wars—infra like @doublezero and super low-latency L2s like @megaeth_labs will push user expectations toward web2 responsiveness. Expect more embrace of optimistic UIs, preconfirmations, intents, email onboarding, in-browser wallets, and progressive security. Shoutout to @privy for advancing the meta here. - @HyperliquidX has demonstrated that specialized chains can work when they're laser-focused on a specific application and prioritize UX and easy bridging. More projects will follow this model. The old dream of one chain to rule them all is dead. 2. Token Launches - The current meta of everyone doing huge airdrops via points programs is over. We are moving to a two-track world. - Track one: if a project has a clear north star metric, like an exchange or a lending protocol, they will distribute tokens purely off points. They will not care if they are farmed or gamed—they are effectively distributing the token as a rebate/discount on the core KPI of the protocol, and the farmers are your actual users anyway. - Track two: projects without clear north star metrics (like L1s and L2s) will move toward crowdsales. They may do smaller airdrops to reward social contributions, but the majority of tokens will get distributed via crowdfunding. Airdropping for vanity metrics is dead. Those aren't really going to users, they're going to industrialized farmers. - Memecoins will continue to lose market share to “AI agent” coins. I consider this a migration from financial nihilism to financial over-optimism. (Yep I'm coining that.) 3. Stablecoins - Stablecoin usage will explode, particularly among SMBs. Not just trading and speculation—real businesses will start using on-chain dollars for instant settlement. - Banks are noticing: expect to see announcements of bank-issued stablecoins toward the end of 2025. They will not want to be left behind. But especially with Lutnick as Secretary of Commerce, Tether will remain #1. - Expect @ethena_labs to gobble up even more capital, especially as treasury yields continue to decline over the coming year. When the opportunity cost of capital declines, it makes basis trade yields even more attractive. 4. Regulation - Stablecoin legislation passes in the US, while the broader market infrastructure overhaul (FIT21) gets delayed. Stablecoin adoption accelerates while Wall Street adoption, asset tokenization, and other TradFi integration will lag behind. - Under Trump, Fortune 100 companies will become more willing to offer crypto to consumers, with tech companies and startups showing higher risk appetite. Trump's inauguration will create a perceived regulatory jubilee until clear rules and enforcement priorities are set. During this window, expect to see aggressive expansion of crypto integration into Web2 platforms. 5. AI Agents (this is the longest section because my thoughts here are likely controversial—read to the end!) - The “AI agent” craze will continue probably throughout 2025. But it will die off eventually. This is not the long-term disruption to watch out for from AI, but it will be CT's fixation because it is the most social. - These things are not really agents. These are chatbots with memecoins attached; they are barely agentic at all besides posting on Twitter. Current "AI agents" are also mostly "Wizard of Oz" agents—there are humans behind the scenes ensuring the AI doesn't go off the rails. This won't change any time soon because current agents are too janky (even Fortune 100 companies are not using agents in prod yet). Current agents can easily be manipulated into saying crazy things that damage their brands, or can be jailbroken to steal all of their resources. See @freysa_ai for what an actual autonomous AI looks like—if your favorite AI is not getting jailbroken, it’s because it's a Wizard of Oz AI. - That said, I think this trend will accelerate. Chatbots can indeed replace a lot of influencers because chatbots never sleep, they're always on-message, and they’re less greedy than human influencers. Plus the majority of influencers aren’t very original anyway. Real-time information aggregation/amplification can be easily replaced by an algorithm even today (see @aixbt_agent). - Right now these chatbots are fascinating to us because they are so novel. It’s like seeing an elephant paint. The first time you see it, you don’t really care that the painting is not very good—it’s spectacular to see. But the 1000th time, the novelty wears thin. I believe that will start to happen as these chatbots plateau. - You can see that today with aixbt—it’s already pretty good at aggregating data about different projects. By next year and the next generation of agents, maybe aixbt will hallucinate a little less, go a little deeper, have a little smarter takes. But how much will you even notice? It’ll probably feel the same to most people. - I think this novelty and market eagerness continues throughout 2025. Crypto takes a while to get bored of the shiny thing. But by 2026 I think there will be a sudden reversal. The chatbots will become so ubiquitous that people will get turned off by them. Sentiment will reverse. Seeing stories of their favorite human KOLs losing their livelihoods will kindle a kind of class consciousness. Users will start discriminating in favor of human KOLs, even if their content is less consistent. - In response to this pro-human bias, chatbots will start hiding that they are AIs, trying to pass as humans in order to capture more of the attention market. Instead of monetizing through memecoins like today, future chatbots will monetize the same way human KOLs do—through sponsorships, affiliate links, and pumping tokens they own. KOLs will be routinely accused of being chatbots, and you will see AI-unmasking scandals. This will all get weird. - But there's a darker side yet. Remember, LLMs are currently great wordcels, but not great at the other stuff yet. What are the best ways to make money as a wordcel in crypto? First is being an influencer, sure, but close second is being a scammer. You will start seeing autonomous scambots proliferate. These will explode, comparable to what ransomware and cryptojacking became post 2017. Expect this to become a real social problem. - But while chatbots are likely to remain the center of attention in 2025, the long-term disruption from AI will not be at the social layer. - And no, it’s not going to be in trading either. AIs will not give everyone their own “trading agent” or miniature hedge fund. Yes, AIs will scale everyone, but they will scale people proportionally to their capital, data, and infrastructure. You should therefore expect AI to supercharge preexisting trading firms who have capital scale and data scale. In other words, trading firms will become even better at making all of the money. It will also collapse the hierarchy among trading firms (most of them will become comparably good, since everyone will have access to 150 IQ quants in the cloud). - Over time, AIs will make markets extremely efficient—even smaller, niche markets—which will leave little edge left for normal traders, even with their little homebrew assistant AIs. The value of original research will plummet. That said, the increased competition and liquidity should be a boon to the rest of us who are injecting noise into the market. (It will also mean @Polymarket liquidity on everything!) - So if the big story is not chatbots and not trading bots, what else is there? Here’s my core thesis, which for some reason almost nobody is talking about: the truly impactful AI agents will be software engineering agents. - Why is this such a big deal? Ask yourself this: what is the primary input to our industry? What is the costly input preventing there from being more applications, more wallets, better infrastructure, better everything? The answer is software. If AI agents cause the price of software to collapse, that will change everything. - In a post-AI era, instead of having to raise millions of dollars for a seed round, you will be able to launch an application with $10K of AI cloud compute. Self-financed projects like Hyperliquid and Jupiter will go from the exception to the norm. The amount of applications and experimentation on-chain will absolutely explode. For an industry that is driven by software, this deflationary shock is going to lead to an on-chain renaissance. - The implications of this on security are profound. AI-powered static analysis and monitoring will become ubiquitous, making security more accessible to everyone. These AIs will be fine-tuned on EVM/Solidity or Rust codebases, trained on vast databases of security audits and attack vectors. They'll be RL’d in simulated adversarial blockchain environments. I’m increasingly convinced that AI tools ultimately favor defenders over attacke

Bruno :: ▬▬ι═══════ﺤ⋆｡𖦹°⭒˚｡⋆@bitfalls· 8 months ago

I told homebrew to install imagemagick 💀💀💀 https://t.co/BkE3Pb5aj7

StarkWare 🐺🐱@StarkWareLtd· 12 months ago

RT @TezosBakingBad: 🔥Introducing distribution portal for the Stone prover: x86/ARM (MacOS!!!) binaries, Docker images, Deb packages, and usage instructions. Get Stoned: https://t.co/jgtwkqPZtZ Homebrew soon😉 🤝Supported by @NethermindStark @StarkWareLtd @StarknetFndn via @OnlyDust_com #Starknet https://t.co/CVPyeAFNF9

Baking Bad@TezosBakingBad· 12 months ago

🔥Introducing distribution portal for the Stone prover: x86/ARM (MacOS!!!) binaries, Docker images, Deb packages, and usage instructions. Get Stoned: https://t.co/jgtwkqPZtZ Homebrew soon😉 🤝Supported by @NethermindStark @StarkWareLtd @StarknetFndn via @OnlyDust_com #Starknet https://t.co/CVPyeAFNF9