so many CryptoxAI projects now 😵... how to make sense of them?
Share a bit of my taken on the CryptoxAI landscape, and best resources to learn about this space
A 🧵👇 (spoiler: full article link at end of the tweet)
Finally have time to post this ...
My take on the Crypto Data Landscape, the 2022 definitive edition
... with tons of updates from 3mon ago, a lot more covered now
A 🧵 👇 ...
How can we prevent another FTX event? Can an exchange blend safety & performance? Sharing a bit of my research...
Orderbook DEXs: the next exit for crypto?
- numerous orderbook DEXs, how to understand them?
- any novel developments?
- what factors drive adoption?
A🧵👇 ...
Sharing some random thoughts to my Web3 builder & PM frens
Why Web3 product feels different from Web2?
- why 'Web3 Discord clones' feels off from Web3-native products like Uniswap
- how to learn high-level smart contract concepts
- how to have more Web3-native app ideas
🧵👇
Enough has been said about
@TeamUnibot
: price action, roadmap, dashboard, tokenomics ... but one important thing missed:
How they went from nothing to today in such a short time?
imo it's a really inspiring example for most crypto builders to learn
any web3 game dev fren here?
I was wondering what's the web3 gaming infra landscape and after some digging end up with this
make any sense? anything I missed?
Sharing some random thoughts I've been thinking about for a while...
What is a fair way to raise money for a crypto project? and how to strike the right balance between investors and team?
Love to hear your feedbacks. For full ref
🧵👇
note: ~1y ago I wrote a thread on crypto data landscape; data and AI are quite related, but I dont find many things to update in that, so this time let's just talk about cryptoxAI
Finally have time to post this ...
My take on the Crypto Data Landscape, the 2022 definitive edition
... with tons of updates from 3mon ago, a lot more covered now
A 🧵 👇 ...
1. Types & Structures
I find it's eaiser to categorize projects into:
- Gen-AI related: goal is to create things like chatgpt, midjourney...
- On-chain ML related: goal is to put ML models on chain (esp on EVM chains), apps like yield optimization, risk mgmt etc.
...
- Dev component: things like data and hardware/GPU that are key supporting elements to AI dev (but not related to the client-side apps)
and for Gen-AI, On-chain ML we can categroize into App/Middleware/Chains.
最近又有大v说, "U的入金还是没有明显增加"🤣
从数据看,上条推后增加蛮明显的. 但我觉得
- stablecoin mcap 不一定是牛市的leading indicators
- 对市场参与者来说,牛市与否没那么重要. 有行情能炒赚钱就行,没行情不炒就行了... Do you want to be right or do you want to make money?
2. Why CryptoxAI?
recom checking this from
@MessariCrypto
; tldr
- issues like GPU shortage suitable for crypto experiment
- crypto is a good way to support open dev platform (alternative to centralized, close-source platform like OpenAI)
Sharing my exp using ChatGPT so far! Hope this can be useful for my friends.
1/ Access
- Sadly, no easy way for most in CN to use
- Recom getting plus + API together: cheap & powerful
- Special thanks to
@Cydiar404
, w/o him I wouldn't have been able to use GPT-4 at all!
1/ recently i was thinking about the data stack in crypto data space; and find we can categorize crypto data orgs into different layers: data collect, data dev, and data app (similar to data platform in big tech companies)
Recently, I delved into a book on venture studios. It was not only easy to grasp but also quite inspiring for builders in the crypto space. If you're considering building your dapps today, I highly recommend it.
3.5 Communities / DAOs
@MetricsDAO
: finally a DAO for ppl work w/ data, but sadly no time to get involved 😭. Analysts are rare assets in crypto (prob more data startups than analysts atm 🤣), and I believe communities can bring amazing value to the industry in the long term.
Sharing my exp using ChatGPT so far! Hope this can be useful for my friends.
1/ Access
- Sadly, no easy way for most in CN to use
- Recom getting plus + API together: cheap & powerful
- Special thanks to
@Cydiar404
, w/o him I wouldn't have been able to use GPT-4 at all!
2.3
@DefiLlama
just so surprised and impressed that they made this far; much better offering than lots of vc-funded projects; shipping nonstop, fully open-source, tracking hundreds of protocols... just incredible.
- if you're a crypto user: hope this help you understand the crypto data space in general, and maybe find some products useful to you
- if you work in crypto data (analyst, dev, investor...): hope it cover sth that you missed 🤣🤣.
This is really a good move for
@impossiblefi
, as now arbitrum does not have a really reputable IDO platform, but market demands it; and impossible has the exp that can help those projects and real builders
1/n Wanted to share a bit of the behind the scenes of why we're bringing our
@impossiblefi
product and community to support new projects within the
@arbitrum
ecosystem:
Impossible started on BNBChain in 2021, where BNBChain was the dominant player.
ABCDE:从一级市场视角看待AI+Crypto
时隔Chatgpt发布一年多,最近市场上关于AI+Crpyo的讨论再次热闹起来,AI被视作24-25年牛市一个最为重要的赛道之一,就连V神本人都发文《The promise and challenges of crypto + AI applications》(Crypto+AI 应用前景和挑战)探讨未来AI+Cryto可能的探索方向
- I still think bootstrapped data app team (vs. vc-funded) will in a better position in this bear market. sometimes it doesn't cost too much to build a decent data app (e.g., nft analytics), and if you do w/ 2 people, and can get ppl pay, then you're profitable from day1 ...