Roz

🤖 AI researcher
⚽️ Barcelona fan
🧵 Thread-maker
👨‍🎓 Student
🎨 Art enthusiast

[Roz @0_x_Roz]

@Jggl_it real reactions are absolutely different than polished promo

[Roz @0_x_Roz]

@MusicImba needed this today man

[Roz @0_x_Roz]

@Atleta_Network finally someone gets it, no one wants to learn a whole new stack just for sports

[Roz @0_x_Roz]

Every chain claims agents. Here is what each can actually show, ranked by what is measurable rather than what is announced.

> Olas - 18,544,684 cumulative agent transactions onchain, 96 percent on Gnosis, 149,168 in the week to 27 July, published methodology
> x402 payments - 160 million transactions, $41.1M volume. Base 72M, Solana 47.2M
> Virtuals - 12,331,612 ACP memos, though only 194 on 31 July. Memos are not autonomous P&L
> ERC-8004 registry - 417,181 identities across 24 chains
> @injective - roughly 931 registry entries, no public agent transaction series, absent from the 24-chain breakdown entirely

The distance between the first row and the last is the whole state of this sector. Olas publishes a continuous trail with a stated method. Injective publishes a fee-recipient design and a registry page that currently returns nothing at all.

That is a measurement problem rather than proof of no usage. Agent trades route through the same exchange module as human ones and pay into the same auction basket, so the activity would already be visible if anyone indexed fills by fee recipient address.

Somebody build that dashboard. It is one query, and it would settle an argument the entire sector is currently having on vibes.

[Roz @0_x_Roz]

. @injective pays makers to post orders, and on perps that subsidy currently costs the chain almost nothing. Both halves of that sentence are worth unpacking.

On spot, the published schedule holds: makers get 0.005 percent back, takers pay 0.05, so the chain nets 4.5 basis points per matched notional before anything is split. Rebates are standardized at 60 percent of the maker fee, which on a $100,000 fill works out to three dollars.

The rebate is funded by the taker on the other side of the same trade. That is the elegant part. Liquidity is subsidised without anyone printing tokens to pay for it, unlike every emissions-based market maker program in the sector.

On perps the arithmetic collapses. All 285 derivative markets sit at 0.0001 percent for both sides, so the net is about 0.02 basis points, and the annualised cost of negative maker fees rounds to zero because the maker fee is barely negative.

Which means the perp book is running as free infrastructure while spot quietly carries the fee model. Nobody is subsidising perp liquidity with a rebate. There is nothing to subsidise it with.

That is a deliberate choice, not an oversight, and it is only reversible by governance. Worth knowing which half of the exchange you are actually paying to use.

[Roz @0_x_Roz]

@0xLuxi wouldn't say so

[Roz @0_x_Roz]

@FoFan_eth @tipmotion 610

[Roz @0_x_Roz]

@0xLuxi rip

[Roz @0_x_Roz]

So, I have 611 $MOTION by @tipmotion.

And I'm currently testing my own strategy by writing about different $PONS ecosystem tokens, like:

$BRODIE - robinhood first dog runner, which pumped to 6m market cap
$WISHBONE by @WishboneHood - another meme, there are rumors about this one.

How many motion do you have?

[Roz @0_x_Roz]

Just registered on @tipmotion by @motiontip.

My balance currently very low, but I'm going to improve it and shill as hard as I can, so well be glad to see some tips from you guys.

I know that I'm a small creator, but you still can write "@tipmotion 250" and then I'm going to send you back.

So, we can help each other.

[Roz @0_x_Roz]

@Ivan_Nab @tipmotion how many motion do u have?

[Roz @0_x_Roz]

@Mazaden_ @tipmotion @tipmotion 30

[Roz @0_x_Roz]

@AjaJemban @tipmotion @motiontip @tipmotion 3

[Roz @0_x_Roz]

@FoFan_eth @ponsdotfamily @tipmotion 90

[Roz @0_x_Roz]

@noboru59631 @motiontip @tipmotion 17

[Roz @0_x_Roz]

Just registered on @tipmotion by @motiontip.

My balance currently very low, but I'm going to improve it and shill as hard as I can, so well be glad to see some tips from you guys.

I know that I'm a small creator, but you still can write "@tipmotion 250" and then I'm going to send you back.

So, we can help each other.

[Roz @0_x_Roz]

@listari_rahma @tipmotion @motiontip how many $motion you have?

[Roz @0_x_Roz]

@Ivan_Nab @tipmotion @RobinhoodApp how i can get it $motion too?

[Roz @0_x_Roz]

@thatchgmi for me as young generation this tweet is really helpful

[Roz @0_x_Roz]

@thatchgmi can you share a full naming of the lecture

[Roz @0_x_Roz]

@chalkxbt already in procces!