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@Minta

@minta0103

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Crypto analyst | #web3 Mass Adoption | Currently with @SevenXVentures | Equity research | No financial advice & Opinions my own.

Joined January 2023
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@minta0103
@Minta
5 months
1/n(持续更新)开个帖记录一下 Crypto & AI 的二级思路 Web3 & AI Sector 分层和 Web2 相似,数据层/算力层是最底层的基建,然后依次到模型层、服务层/Agent层,最后到应用层。
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@minta0103
@Minta
1 year
🧵1/12 AI Agents: Guiding Web3 Gaming into a New Epoch 🕹️🤖
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@minta0103
@Minta
10 months
Good news. The Cosmos 848 proposal is likely to pass. It intends to lower the ATOM inflation rate from ~14% to 10%, resulting in a Staking APR drop from ~19% to ~13.4%. This benefits both the Cosmos ecosystem and Osmosis.
@Cryptocito
Cryptocito | Cosmoverse Dubai Oct 21-27 🇦🇪
10 months
BREAKING Proposal 848 just flipped green and would pass 🫣🍿🍿
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@minta0103
@Minta
2 years
「Memo」 - 02 0/10 Here are some highlights from several crypto annual reports.
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@minta0103
@Minta
11 months
The market really likes Autonolas' AI Service Layer story, and $OLAS is doing well in DEX pools with a reasonable market cap. If you're into the whole AI + Web3 thing, it's worth watching this project. But remember, this isn't financial advise, DYOR. #Autonolas #OLAS #AI
@DistilledCrypto
Crypto, Distilled
11 months
$OLAS - Adoption Conveniently, $OLAS activity and agents/services are verifiable on-chain. In the past year: - cumulative ecosystem activity +500% - total services/agents +800%
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@minta0103
@Minta
2 months
码住,理论上 dev 可以更轻松的将 AI Agent bot 和 bonding curve 结合在一起,AI Agent network, Vertical Agent, Customized agent, etc。感兴趣的 uu 一起聊聊!
@ashu_mest
ashu
2 months
最近三个月做了一些有趣的尝试,在 Ai 的加持下,写了一个智能合约,一个 DApp,以及一套入门 CTF 解谜游戏。 最有意思,也是最无心插柳的是最后制作的解谜游戏成为大家的乐趣,许多朋友最后从这里了解区块链,也温习一些好玩的古典密码学游戏 🎮
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@minta0103
@Minta
1 year
1/11 Spotlight on the Latest Developments from @animocabrands and @BoredApeYC ! #Web3Gaming
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@minta0103
@Minta
2 years
8/10 Spend less time picking tokens and more time picking sectors.
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@minta0103
@Minta
1 year
1/7 This article from @1kxnetwork is an absolute gem. It delves into how onchain generative algorithms can transform digital goods into dynamic, rule-driven assets, bringing software-like interactivity to the Metaverse space.
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@minta0103
@Minta
1 month
宏观笔记 1 - S&P 500 距创新高仅 0.3%,后市如何演绎? 1. 美股宏观 - 降息预期 上周标普 500 以 5,648 收盘,距离历史新高 5,669.67 还差 0.3%。自杰克逊霍尔会议鲍威尔发出近期最为明确的降息信号后,市场提前确认 9
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@minta0103
@Minta
11 months
1/6 Understanding Ethereum Ecosystem Dynamics 🌐 @mikeneuder 's article is truly fascinating. It delves into the relationships and scenarios involving Ethereum participants and their influence. Let's dive in!
@mikeneuder
mikeneuder.eth ⟠
1 year
friday thoughts – "A set-theoretic view of Ethereum coteries", which takes a layered look at decentralization (yes, i did find the word "coterie" in a thesaurus :-) if you're a fan of notational abuse & elaborate venn diagrams, this one is for u ⦾⦿⧂⤦
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@minta0103
@Minta
1 year
1/10 Another star in the world of RaaS - @EclipseFND Embracing the narrative of Raas, Eclipse empowers developers to customize rollups just like ordering from a restaurant menu to cater to their specific needs. let's dive into Eclipse's delightful offerings!
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@minta0103
@Minta
3 months
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@minta0103
@Minta
2 years
10/10 Crypto has its individual and corporate champions. Now, it's time for its political champions to rise. Suggested reading: … @redphonecrypto
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@minta0103
@Minta
2 years
6/10 The most prolific crypto users in the future won't be human but AI.
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@minta0103
@Minta
1 year
Lately, many people believe that renaming "Data Availability" to "Data Publication" is more intuitive to everyone's understanding of this process. This thread explains it very clearly.
@modularmedia_
Modular Media
1 year
Should "data availability" be renamed "data publication"? Let's explore the case for doing so. (1/16) 🧵👇
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@minta0103
@Minta
1 year
1/21 Venturing down the rabbit hole of @optimismFND 's Superchain Ecosystem
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@minta0103
@Minta
1 year
Eclipse's latest updates are truly noteworthy. Powered by the Solana Virtual Machine (SVM), Eclipse provides a versatile foundation for other Layer 3 solutions to build upon.
@MessariCrypto
Messari | #Mainnet2024 🗽
1 year
Eclipse ruffled some Solana feathers recently after announcing its general-purpose Optimium that: 1. Uses the Solana SVM for execution 2. Posts transaction data to Celestia 3. Uses an Ethereum validating bridge Assuming usage of Eclipse, fee revenue will flow both to Ethereum
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@minta0103
@Minta
11 months
1/6 Excited to dive into the discussion with you all! Here are some key takeaways:
@MetaEraHK
MetaEra
11 months
🚨 #BitMart0Fees Special Edition #AMA is Coming Soon! ⏰ Oct 17, 2023, 9 PM EDT / 3 PM UTC 🔔Set a reminder: As you enjoy trading $BTC, $ETH and more tokens with ZERO FEES on #BitMart , learn more about the #Bitcoin Halving in 2024 & get prepared for the
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@minta0103
@Minta
1 year
1/6 Delighted to witness the progress of @alt_layer . As a tailored RaaS platform, AltLayer offers intuitive APIs facilitating project deploy rollups seamlessly. And AltLayer also partnerships with @eigenlayer , enabling swift integration of a restaking tier for projects.
@alt_layer
AltLayer
1 year
1/6 Rollups are changing the game for scalability, but launching them remains complex. AltLayer is transforming rollup deployment with intuitive APIs that enables devs to spin up customizable rollups in mins! They can also launch a restaking tier with @eigenlayer using the APIs!
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@minta0103
@Minta
2 years
3/10 Digital ownership is one of the greatest innovations of our lifetimes. Let the boomers tell themselves regs and fraud and falling prices will kill the industry. They'll die long before crypto does.
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@minta0103
@Minta
1 year
7/7 Future Possibilities 1. Onchain generative art as templates for creativity. 2. Decentralized manufacturing with tokenized facilities. 3. Exploring generative code in synthetic biology. 🌐 A digiphysical future is coming—let's connect at the art-tech intersection!
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@minta0103
@Minta
2 years
5/10 NFTs are reaching for meaning. Soon, meaning will reach for NFTs. All the Web2 participants will likely enter in 2023 (Amazon, Google, Apple, etc.) and NFTs will go parabolic. Perhaps not in price but in minting and trading and exposure to new crypto participants.
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@minta0103
@Minta
1 year
1/4 @ZTXofficial (ZepetoX) is totally on our radar! They've just nailed a whopping $13 million in seed funding, with Jump Crypto leading the charge!
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@minta0103
@Minta
1 year
6/7 Use cases - Metaverse NFT holders can directly influence and modify metaverse land and media. Land can evolve through interactions or art curation, offering dynamic experiences. Virtual fashion NFTs can transform between wearables and artwork.
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@minta0103
@Minta
3 months
$QUIL 价格观察:如何找社区币的价格拐点 $QUIL 本周价格增长了 72%+,很多文章详细介绍过 $QUIL 的基本面(后文附带链接),这里主要聊聊关于 $QUIL 价格增长的思考。$QUIL 的 Utility 很简单,奖励节点;从筹码分布来看,$QUIL 是社区币,非主力高度控盘的项目;Founder 技术出生,更专注技术升级。
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@minta0103
@Minta
3 months
3/5 生息逻辑估值 单位时间内,AO 释放总量是固定的,所以随着 stETH 的增多,单个 stETH 对应分配的 $AO数量降低。6.13 存入 stETH 时,单个 stETH 一个月大约对应 4.53 个 $AO;目前单个 stETH 一个月大约对应 2.86 个 $AO。 用生息的逻辑估值,对标 Lido 的 APR(3.01%),假设生息获取的 AO
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@minta0103
@Minta
2 years
4/10 One of the biggest opportunities in crypto remains BTC + DeFi. Someone will unlock that $330 billion pie soon, and it shall taste delicious. If DeFi doesn't shine after a $32 billion CeFi collapse, it's hard to see how it ever will.
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@minta0103
@Minta
2 years
30/n SSV's primary value capture comes from the cost savings it provides to Lido's staking service providers by handling the node operation and maintenance work. The true value of SSV can be measured by the sum of the costs on the right side of the graph.
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@minta0103
@Minta
3 months
1/5 AO 平台近四日预桥接 2.77 亿美元 stETH,AO 如何估值? 数据可参考 @zkayAPE 的 Dune 面板:
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@minta0103
@Minta
10 months
1. There are still significant barriers hindering the widespread adoption of Layer-2 apps. 2. Opportunities often arise where there's no consensus. 3. Perhaps it's time to reconsider the Cosmos ecosystem.
@PossibltyResult
Elijah
11 months
One advantage in Cosmos' microstructure is that new Cosmos chains are bullish for existing Cosmos chains. I don't believe the same is true for L2s which need to take on the costs and latency of routing through Ethereum to tap into other L2s.
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@minta0103
@Minta
1 year
1/9 Excited to share recent developments in the modular blockchain ecosystem. TL; DR 1. Updates on @optimismFND 's SuperChain 2. Updates on @EclipseFND 3. Updates on @SynapseProtocol #ModularBlockchain 🚀🌐
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@minta0103
@Minta
11 months
Key take aways: 1. The majority of primary investments continue to be directed towards CEXs, indicating that the CEX battle is not completely over, especially in specific regions. 2. Animoca's $50M fundraise stands out as a significant move, and Web3 game is still on the way🚀
@MessariCrypto
Messari | #Mainnet2024 🗽
11 months
Crypto fundraising continues to trend downwards. Only just over 100 deals were made in October with ~$500M in volume, and early-stage deals continued to dominate deal flow, making up 80% of all deals.
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@minta0103
@Minta
2 years
7/10 As veTokens grew dramatically in 2022. Protocol-owned liquidity (POL) could become an increasingly important moat. Expect more projects to amass warchests that can be leveraged for better execution, stablecoin backing and use-cases we haven't even dreamed up yet.
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@minta0103
@Minta
1 year
20/21 Chapter Five - Some famous ecosystem players 1. Coinbase launched its own L2 solution - Base 2. a16z developed a Rollup client using components from OP Stack 3. Worldcoin will migrate from Polygon to Optimism 4. BNBCHAIN adopted OP Stack to create opBNB 5. More and More
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@minta0103
@Minta
2 years
9/10 If crypto has convinced me of one thing it's that incentives work better than punishments.Thousands of miners, node operators, stakers, devs collaborate around the world without central CEO. If the world needs your project and it's failing, your incentives are likely broken.
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@minta0103
@Minta
1 year
This is an excellent thread on the infrastructure competition landscape! It takes a developer's perspective and predicts the potential future developments of ETH, Solana, Cosmos, and various App-specific Chains, etc. #infra #appchain #web3
@Shaughnessy119
Tommy
1 year
Great counter post against tons of rollups IF app-specific rollups are too costly and don't offer necessary technical customization most developers will launch on a shared rollup This has me thinking on my views on Ethereum Rollups vs App chains with Cosmos vs Solana 💭 🧵1/24
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@minta0103
@Minta
1 year
1/3 Totally agree, RaaS and SaaS are very different, so comparing them is like comparing apples to oranges.
@RHLSTHRM
Rahul (🚫,🧢)
1 year
@0xDinoEggs I’d say RaaS and SaaS are very very different things and should not be compared. SaaS is subscribing to a service that you don’t run or manage. RaaS is basically a more complicated way to build and deploy a dapp and only useful if you’re a power user.
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@minta0103
@Minta
5 months
7/n Bittensor Case 从二级的角度来看, Bittensor 成功打造的“造富效应”非常关键。 Bittensor 的几个决策拐点都踩上了流动性激增的时间节点。在 23 年 9 月 -
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@minta0103
@Minta
1 year
Some remarkable progress is unfolding in the world of fully on-chain games.
@composablehub
Composable Hub
1 year
The @latticexyz community call just ended a few hours ago. If you missed it, don't sweat. We took down some notes for you guys! 🌐 (1/7)
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@minta0103
@Minta
1 year
2/10 Discover two remarkable aspects of Eclipse: 1. Eclipse supports both EVM and SVM chains, fostering a conducive environment for the launch of numerous SVM L2s on Ethereum. Just picture NeonEVM running on an SVM on an L2, and that would be really cool.
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@minta0103
@Minta
1 year
11/12 🚀AGI - Game Environments 1⃣ @PahdoLabs : Building Halcyon Zero on the Godot engine, they empower gamers to create 3D backgrounds and characters using AI tools. 2⃣ @kaedim3d : Crafting a Generative AI 3D model tool for game studios, streamlining scene generation in bulk.
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@minta0103
@Minta
2 years
2/10 On-chain transactions are crumbs not the bread itself. You can realize it when you saw BTC flowing off exchanges before the FTX collapse.Assume on-chain data's faked or misleading until proven otherwise.
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@minta0103
@Minta
11 months
5/6 📉 However, there are risks to consider, as the recent rebound in oil prices suggests that inflation may continue, potentially leading to a further tightening of interest rates.
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@minta0103
@Minta
11 months
6/6 🎙️ Many insightful points were discussed, and suggest you to listen to the recording replay and stay tuned for updates from @BitMartExchange , @MetaEra_Media . #CryptoTalk #Bitcoin #Ethereum
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@minta0103
@Minta
1 year
8/9 3.1 Synapse Labs's Testnet is now live Synapse Interchain Network is the Optimistic Proof of Stake Interchain Network. And Synapse Chain is an L2 built on the Syn OP stack, allowing apps deployed to have access to all interchain states. More info:
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@SynapseProtocol
Synapse Labs
1 year
The wait is over. The Interchain future is here. Testnet live today! Synapse Interchain Network: the first Optimistic Proof of Stake Interchain Network Synapse Chain: An L2 built on the Syn OP stack. Apps deployed have access to all interchain state Let's go Synterchain 🧵
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@minta0103
@Minta
1 year
8/8 This is a sneak peek into the highlights of "Decoding the Full On-chain Game's Value Chain." The gaming industry is undergoing a remarkable transformation, and understanding these concepts is key to navigating this new era. Stay tuned for the full article!
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@minta0103
@Minta
10 months
@PossibilityResult raises an intriguing point. The Cosmos stack could potentially play a pivotal role as a decentralized solver infrastructure within the Ethereum ecosystem.
@PossibltyResult
Elijah
10 months
A massive opportunity for the Cosmos stack is to serve as decentralized solver infrastructure on Ethereum. If you're interested in speccing how this might work and why it makes a ton of sense feel free to reach out.
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@minta0103
@Minta
1 year
7/8 Distributors: Distribution is a key part in the Midstream. Through case studies, we'll look at what makes these strategies stand out, their GTM and monetization approaches, giving a clearer view of how Web3 game distribution is evolving.
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@minta0103
@Minta
1 year
15/21 Setting the stage for validity proofs Another benefit is that it creates a clear path to add zero-knowledge proofs (ZKPs) to the OP Stack. The separation of FPP and FPVM means that the same op-program can run in both an FPVM but also a ZKVM.
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@minta0103
@Minta
11 months
4/6 The market has been in a prolonged bear trend for over 400 days, and the upcoming halving cycle in April-May 2024 is on the horizon. Barring any unforeseen black swan events, a significant BTC correction in the short term seems unlikely.
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@minta0103
@Minta
1 year
19/21 Some Eg Security: Chain Servicers must not run unapproved off-chain sequencing code or collude with L1 validators to inflate sequencer batch costs for profit. Universal: OP Chains must upgrade together under OP Stack releases that are approved by Optimism Governance.
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@minta0103
@Minta
1 year
Worth a look!
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@minta0103
@Minta
1 year
2/7 The Generative Manufacturing Stack in 5 layers: 1️⃣ Creation: Where designs are born using algorithms or AI. 2️⃣ Curation: Picking & refining designs to perfection. 3️⃣ Translation: Converting digital designs into machine-ready code.
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@minta0103
@Minta
1 year
Appendix - Recommended sources: 1. 2. 3.
@EclipseFND
Eclipse (🐮,🌑)
1 year
RaaS is dead. Long live RaaS. Watch @neelsalami 's Modular Summit presentation: "Rollups-as-a-Service Are Going To Zero"
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@minta0103
@Minta
5 months
12/n (未完待续) 此贴将长期更新 AI 的二级思考和机会,欢迎老板们交流!
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@minta0103
@Minta
11 months
4/5 Game vs. Platforms Many projects aim to capture the value of Web3 games by building platforms, then who will continue creating the games themselves? In a landscape where platforms dominate, becoming a good content provider can provide a distinct competitive advantage.
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@minta0103
@Minta
1 year
16/21 ZKP O(1) Labs' ZKP proposal has been chosen. The key aspect of this solution is to create a fault-proof-program-compatible MIPS VM with efficient instruction execution.
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@minta0103
@Minta
1 year
1/2 Despite a bunch of negative chatter about @yugalabs , the ARPU stats from HV-MTL: Forge S1 are definitely good. Key metrics for HV-MTL S1: -Total in-game spend = $499k -ARPPU = $330
@JACL_e9
JACL 🎮
1 year
Is @yugalabs going to revolutionize the gaming industry? I crunched the numbers across all Yuga's games & NFTs to answer the question on everyone's mind... How long can they survive & should you still be paying attention?
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@minta0103
@Minta
1 year
10/10 2.4 - Case Eclipse helps a game platform customize the Worlds EVM Chain to: Act as a standardized, public API for game devs. Provide a seamless blockchain experience for users. Store specific data on-chain. But it can still utilize the distribution channel: Steam
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@minta0103
@Minta
1 year
1/7 cLabs Proposal for Celo to transition to an Ethereum L2 Celo is proposing a transition from an independent EVM-compatible Layer-1 to become an Ethereum Layer-2 (L2) solution. Here is the discussion:
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@minta0103
@Minta
3 months
5/5 对比估值 参考一下 TVL 相近的,叙事相近的项目,可以看到整个 AO 生态的 MC 至少 2B 起步。 按照生息逻辑算下来目前 AO 的 FDV 大约 $64.6 M,$AO 将于 25年 2 月 8 日开始流通,届时共计铸造 15% 的 AO。
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@minta0103
@Minta
2 years
1/10 Bitcoin will forever be proof that a single courageous coder can shake the very foundations of society.
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@minta0103
@Minta
1 year
5/6 Flash Layer To accommodate sudden surges in specific scenarios (eg, token sales, P2E games, airdrops), AltLayer introduces Flash Layer — a temporary chain that handles increased demand. FlashLayer serves as a tailored, disposable rollup with optional fraud proofs.
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@minta0103
@Minta
1 year
14/21 This way it’s easy for builders to design custom Fault Proof components, from proving schemes to VM, and even unique dispute games.
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@minta0103
@Minta
1 year
4/4 Although Web3's successful games may not exactly mimic the success of popular Web2 games, integrating established patterns and blending them with the contemporary aesthetics of young audiences is a well-developed approach to crafting hit products.
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@minta0103
@Minta
2 years
「Web3 漫谈」 - 01 纵观人类历史,人类种群内外部的冲突几乎都是通过开拓新的领地去消解的,人类文明就像资本一样,天然的存在扩张性,会不断往外扩张。包括马斯克提到的上火星也是同一套叙事,地球能开拓的领地有限,那么人类文明要么往太空扩张,要么就是战争,通过强势文明吞噬弱势文明实现扩张。
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@minta0103
@Minta
1 year
10/11 @WreckLeagueHQ is about to unveil its Allowlist and you could take note of the important dates from @harry_forj 's post: For more information:
@harry_forj
Harry Liu @ Forj
1 year
[Wreck League Timeline] Mark your calendars below: 🎟️Allowlist: Aug 15 at 11:59PM PT 🚨Pre-Queue: Aug 17 at 8:30AM PT 🤖Mint Opens: Aug 17 at 9AM PT 📦Box Rarity Reveal: Aug 24th 🎁Koda Claim: Aug 31st 🎮 Reveal, Garage Opens ⚔️ Game Opens: Sept 14th
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@minta0103
@Minta
2 years
7/n Cosmos is an exception, emphasizing on simple tooling and common ways to connect. So there is a good chance that it will be one of the only places where we'll end up seeing any specific non-Ethereum winners popping up.
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@minta0103
@Minta
1 year
2/21 Chapter one - Preview In June 2023, OP successfully accomplished the Bedrock upgrade. Bedrock is the name of the first official release of the OP Stack, which is a set of free and open-source modular components that work together to power blockchains such as OP Mainnet.
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@minta0103
@Minta
11 months
2/6 📈 The sustained rise in ETF-driven narrative for #ETH indicates strong on-chain capital interest and overall optimism in the market. 🌐 Ripple's recent legal victories and global tensions have positioned #BTC as a political haven, which is a bullish sign for its price.
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@minta0103
@Minta
1 year
4/12 Reintroducing GAs 🤯🕹️ @lilianweng 's article, "LLM Powered Autonomous Agents," introduces Generative Agents (GAs). These AI-powered Agents combine LLMs with memory, planning, and reflection functions, making decisions based on past experiences and interactions with others.
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@minta0103
@Minta
1 year
4/10 After DApp proposes a tx for the user to sign, the signed transaction is sent to an RPC node. RPC nodes implement different APIs depending on blockchain. Like EVM chains implement the Ethereum JSON-RPC whereas Solana VM (SVM) chains have their own JSON-RPC specification.
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@minta0103
@Minta
2 years
【Continually updates】- 03 0/n This thread will update the noteworthy web3 projects continuously.
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@minta0103
@Minta
11 months
1/5 The recent space led by @SamSteffanina dove deep into critical discussions about NFTs, game development, and the adoption of Web3 technologies. I'm truly intrigued by the ideas shared here, which I believe have immense potential for the future of web3 gaming.
@SamSteffanina
Sam Steffanina
11 months
Absolutely EPIC episode of Gamified today (my guy @iceyyy_gaming called it his favorite ever) Catch all of @itsGnoc 's wisdom in the first ever Gamified newsletter later this week Signup: Re-listen 👇
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@minta0103
@Minta
11 months
3/6 According to mining data, the cost to mine one BTC has risen to nearly $30k recently due to increased demand for mining power. Since March 2023, BTC price has closely followed its mining cost. With the current cost at $30k, it's unlikely to drop below the cost in short term.
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@minta0103
@Minta
1 year
11/11 In a nutshell, both Animoca and Yuga Labs are diligently advancing the fusion of Web3 with gaming, yielding some promising recent results. Let's stay tuned. #Web3GamingTrends
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@minta0103
@Minta
9 months
@LeePima (接上条) 核心思路是画产业链,找每个环节的KSF,然后对应Web2的项目去估值。 1. 比如Infra - data 的KSF是数据源是否有壁垒;Computing 的 KSF 短期是GPU数量,中长期是能否做成gpu renting赛道的Uber。
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@minta0103
@Minta
11 months
5/5 Web3 Gaming mass adoption I've been closely following the Asian gaming market for a while. The potential for Web3 games in Asia is immense, with major publishers deeply involved in, and a massive user base. Long live Asia's thriving Web3 gaming sector!
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@minta0103
@Minta
1 year
21/21 In short, OP develops the stack, similar to how Microsoft builds the Windows system, to foster the ecosystem's growth by encouraging greater adoption of OP stack. As the decentralized governance of the Superchain eco matures, it ultimately becomes a true Superchain.
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@minta0103
@Minta
1 year
13/21 Dispute Game It resolves disagreements over the output of the op-program. The aim is to narrow down the disagreement to the exact point in the instruction trace and the resolution of the dispute game relies on identifying the first uncontested claim.
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@minta0103
@Minta
1 year
9/10 2.3 Yet, Eclipse diligently addresses this concern by exploring shared sequencers and identifying the most suitable business model for RaaS. And their major focus lies in identifying real user cases.
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@minta0103
@Minta
1 year
2/4 ZepetoX is like the cool remix of the ZEPETO. Imagine creating your own 3D avatars and diving into virtual worlds. That's exactly what ZEPETO does. At its peak, ZEPETO secured investment from SoftBank, reaching a valuation of $1B with a daily active user of 200 million.
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@minta0103
@Minta
1 year
6/8 Middleware Layer: The magic happens when different elements come together. Middleware plays a crucial role in integrating SDKs, communication protocols, service integration, and monitoring tools, etc. It's the glue that binds various components of a Full On-chain Game.
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@minta0103
@Minta
9 months
@LeePima (接上条) 2. 再比如模型层这边,Hosted LLM API 可以 pass,没有匹配标的;Self-Hosted LLM 这边至少能出一个Web3的HuggingFace,TAO 有先发优势,但不一定是他; 3. 协议层这边有一些AI Agent的底层协议,比如OLAS,目前没有看到能和OLAS竞争的竞品。
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@minta0103
@Minta
1 year
3/3 However, for RaaS, with its stronger network effect, the KSF lies in expanding the network effect. For example, the RaaS provider can pay users, creating a higher TVL, and make profit through the network effect itself.
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@minta0103
@Minta
1 year
7/21 Chapter three - Decentralization To enhance the sustainability and security of the Superchain ecosystem, in early 2023, OP introduced the Decentralization Milestones Plan.
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@minta0103
@Minta
1 year
Here's a brief overview: 1. Ethereum settlement with ETH as Eclipse's gas token 2. Solana VM (SVM) - Highly performant parallel execution 3. Celestia - Scalability via data availability sampling 4. RISC Zero ZK fault proofs
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@minta0103
@Minta
1 year
3/12 Reintroducing LLM 🚀 In the age of AGI, Large Language Models (LLMs) are the stars 🌟. They simulate human thinking and perform diverse tasks, from autonomous driving to gaming strategies. @abacusai outlines AI Agents' workflow:
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@minta0103
@Minta
1 year
6/21 Superchain's Structure It's a network of standardized L2 chains, sharing security, a communication layer, and a technology stack. Developers can seamlessly target the entire Superchain eco and abstract the underlying chains that their apps run on.
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@minta0103
@Minta
1 year
3/7 4️⃣ Fabrication: Crafting the real deal from materials & machines. 5️⃣ Authentication: Ensuring product authenticity & digital twin connection.
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@minta0103
@Minta
1 year
4/8 Value Chain Breakdown: By analyzing the Web2 Gaming Value Chain, this article introduces the composition of the Web3 Gaming Value Chain, which can be mainly categorized into: Infra Layer, Middleware Layer, Tools Layer, and Applications Layer.
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@minta0103
@Minta
2 years
当机器开始破坏人类生产活动的传统场所时,比如写作、博客、制作、艺术创作等,web3将成为人类从事这些活动的新场所。同时,因为人工智能和区块链技术都天然地适合虚拟世界,所以可以大胆推测以后人工智能可用于建设虚拟世界的应用层,区块链负责构建虚拟世界的底层运作规则并监督其运转。
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@minta0103
@Minta
1 year
5/8 Infrastructure Layer: The backbone of Full On-chain Games is a robust infrastructure. Game Public Blockchains, Game Engines, Communication Structures, and Rendering Layers are the building blocks shaping seamless, secure, and immersive gaming experiences.
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@minta0103
@Minta
1 year
2/12 In this article, we've delved into a comprehensive analysis and summary of AI-Agent applications within the Web3 gaming industry.
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