Curve founder, Michael Egorov was liquidated for $140 Million in $CRV
Rumours say he indirectly dumped his bag by taking a massive loan position and never paid back while profiting $100M.
Let's discuss the Liquidation Event and impact on Curve. ๐งตโฌ
Monday Playbook || Week 3
BTC struggles to reclaim $69k as the USโIsrael conflict with Iran fuels risk-off markets.
With macro uncertainty, here are the key liquidity clusters, invalidation levels, and my positioning plan this week. ๐งตโ
๐๐ ๐๐ ๐๐ง๐ญ๐ฌ ๐จ๐ง ๐๐ฅ๐จ๐๐ค๐๐ก๐๐ข๐ง: ๐๐ก๐๐ญ ๐๐๐ญ๐ฎ๐๐ฅ๐ฅ๐ฒ ๐๐๐ญ๐ญ๐๐ซ๐ฌ ๐ข๐ง ๐๐๐๐
The AI-agent narrative in crypto has evolved quickly.
In 2025, most โAI + blockchainโ projects were little more than hype. Many launched tokens without real products, and a large portion collapsed once the market demanded real utility.
In 2026, the conversation is different.
AI agents are starting to operate as autonomous economic participants on blockchain networks, software systems that can make decisions, execute transactions, and generate revenue.
Instead of simple chatbots, these agents now perform tasks like:
+ Executing automated DeFi trading strategies
+ Running data analysis and research experiments in DeSci
+ Labeling datasets with verifiable on-chain proofs
+ Managing crypto portfolios across multiple protocols
The key difference is verifiability. Blockchain allows these agents to operate with transparent histories, on-chain identities, and programmable wallets.
ใ๐๐ก๐ ๐๐จ๐ซ๐ ๐๐ฌ๐ฌ๐ฎ๐: ๐๐๐ง๐ญ๐ซ๐๐ฅ๐ข๐ณ๐๐ ๐๐ ๐ฏ๐ฌ ๐๐ฉ๐๐ง ๐๐ ๐๐ง๐ญ ๐๐ฒ๐ฌ๐ญ๐๐ฆ๐ฌ
Most traditional AI platforms operate as closed systems. Companies control the data, the models, and the decision-making process.
That creates three problems:
โ Lack of transparency
โ User lock-in
โ Dependence on centralized infrastructure
Blockchain introduces an alternative.
AI agents can become independent on-chain entities, with wallets, identities, and verifiable activity records.
Standards like ERC-8004 allow agents to build reputation on-chain, while x402 enables automated micropayments between agents.
This allows software agents to trade, collaborate, and perform tasks without relying on a central operator.
ใ๐๐ก๐ ๐๐ง๐๐ซ๐๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐ ๐๐ง๐๐๐ฅ๐ข๐ง๐ ๐๐ ๐๐ ๐๐ง๐ญ๐ฌ
Several crypto networks are building the infrastructure that makes these systems possible.
> Agent platforms
โข @virtuals_io โ turns AI agents into tokenized assets that generate revenue streams.
โข @Fetch_ai [ $FET] โ provides a marketplace where agents can negotiate services, data, or transactions.
โข @NEARProtocol [ $NEAR] โ pushing toward โagentic commerce,โ where agents interact directly with apps and users.
> Infrastructure layers
โข @opentensor [ $TAO] โ decentralized machine learning network used for training AI models.
โข @PhalaNetwork [ $PHA] โ enables secure execution of agents through confidential computing environments.
Together, these systems form the technology stack needed for autonomous on-chain agents.
ใ๐๐ก๐ฒ ๐๐๐ง๐ฒ ๐๐ ๐๐ ๐๐ง๐ญ ๐๐ซ๐ฒ๐ฉ๐ญ๐จ ๐๐ซ๐จ๐ฃ๐๐๐ญ๐ฌ ๐ ๐๐ข๐ฅ๐๐
The hype wave in 2025 revealed several weaknesses across the sector:
- Agents running centralized off-chain logic
- No verifiable proofs of actions
- Poor economic models with no real revenue
- Systems that ignored gas fees or market volatility
- Infrastructure unable to handle scale or latency
Projects that survived focused on transparency, measurable performance, and open standards.
ใ๐ ๐๐ข๐ฆ๐ฉ๐ฅ๐ ๐ ๐ซ๐๐ฆ๐๐ฐ๐จ๐ซ๐ค ๐ญ๐จ ๐๐ฏ๐๐ฅ๐ฎ๐๐ญ๐ ๐๐ ๐๐ ๐๐ง๐ญ ๐๐ซ๐จ๐ฃ๐๐๐ญ๐ฌ
When analyzing new AI agent projects, a few indicators quickly reveal their quality:
1. Autonomy โ Does the agent have its own on-chain wallet and identity?
2. Verification โ Are actions provable through cryptography or secure execution environments?
3. Interoperability โ Can the agent interact with other protocols and systems?
4. Real usage โ Are there measurable metrics such as revenue or active users?
5. Clear utility โ Does the agent solve a real problem beyond speculation?
If a project cannot demonstrate these elements, it is likely still operating in the hype phase.
ใ๐๐ก๐ ๐๐ข๐ ๐ ๐๐ซ ๐๐ซ๐๐ง๐
AI agents are gradually becoming active participants in the blockchain economy.
Their roles may include:
โธ Automated DeFi portfolio management
โธ Decentralized research coordination in DeSci
โธ Autonomous data marketplaces
โธ AI-driven prediction and trading systems
As infrastructure improves, these agents will likely handle a growing share of on-chain economic activity.
ใ๐ ๐ข๐ง๐๐ฅ ๐๐๐ซ๐ฌ๐ฉ๐๐๐ญ๐ข๐ฏ๐
The AI agent narrative in crypto is moving from speculation toward real applications.
The projects that succeed will likely share three characteristics:
- Open infrastructure
- Verifiable execution
- Clear economic utility
Instead of centralized AI platforms controlling everything, blockchain enables a future where autonomous software systems can transact, collaborate, and create value independently.
Privacy will be one of the biggest narratives in crypto by 2027.
Institutions want compliance.
Users want confidentiality.
AI agents will require secure computation.
The result is a new generation of privacy infrastructure.
Meanwhile, some of the most heavily funded privacy protocols still donโt have tokens.
VCs like a16z, Polychain, and Coinbase Ventures are quietly pouring millions into them and CT timelines havenโt noticed yet.
Here are 11 tokenless privacy protocols with serious funding you should position for early
________________________________________
1โข @billions_ntwk
Billions Network is building privacy-preserving digital identity verification.
Using ZK proofs to enable trust between:
โข humans
โข AI agents
โข digital platforms
Without exposing personal data.
โฃ Funding: $35M
Backers: Coinbase Ventures, Polychain Capital, BITKRAFT Ventures
2โข @Arcium
Arcium is building a parallelized confidential computing network.
It allows developers to run encrypted computations in a trustless environment while maintaining verifiability.
Data stays private
Computation stays decentralized.
โฃ Funding: $4M
Backers: Coinbase Ventures, Anatoly Yakovenko, Greenfield Capital
3โข @SeismicSys
Seismic is designing a fully encrypted blockchain architecture.
It introduces:
โข Encrypted global state
โข Private memory access
โข Confidential data flo
Privacy built directly at the protocol layer.
โฃ Funding: $17M
Backers: LayerZero, Polychain Capital, a16z
4โข @inconetwork
Inco is an EVM Layer 1 powered by Fully Homomorphic Encryption (FHE).
FHE allows computation on encrypted data without decrypting it first.
This unlocks:
โข Private DeFi
โข Confidential gaming logic
โข Encrypted AI coordination
โฃ Funding: $10M
Backers: a16z, Circle, Coinbase Ventures, 1kx
5โข @EspressoSys
Espresso Systems is building shared sequencing infrastructure with privacy and scalability improvements.
Their tech improves:
โข cross-chain coordination
โข rollup interoperability
โข secure transaction ordering
โฃ Funding: $63.9M
Backers: a16z, Offchain Labs, StarkWare
6โข @0xMiden
Polygonโs Miden focuses on zk-powered scalability with private execution.
Applications can process:
โข Public transactions
โข Private transactions
Within the same ecosystem.
โฃ Funding: $25M
Backers: a16z, 1kx, Polygon founder Sandeep Nailwal
7โข @aztecnetwork
Aztec is one of the most advanced privacy rollups on Ethereum.
It combines:
โข Zero-knowledge proofs
โข Programmable privacy
โข Scalable dApps
Allowing developers to build private smart contracts at scale.
โฃ Funding: $159M
Backers: Paradigm, Alliance, Coinbase
8โข @skiffprivacy
Skiff built a privacy-first Web3 productivity suite.
Encrypted:
โข Email
โข Documents
โข File storage
The market noticed that it I was acquired by Notion.
โฃ Funding: $14.2M
Backers: Sequoia Capital, Balaji Srinivasan
9โข @LightProtocol
Light Protocol is building privacy infrastructure for Solana.
It enables:
โข Private transactions
โข Confidential smart contracts
โข Compliance-friendly privacy
A key piece if Solana wants mainstream adoption with institutions.
โฃ Funding: $4.5M
Backers: Polychain, Anagram
10โข @zCloakNetwork
zCloak focuses on privacy-first decentralized identity.
Instead of exposing your data, you prove statements about it using verifiable computation.
Examples:
โข Proof of age
โข Proof of credentials
โข Proof of eligibility
Without revealing the underlying data.
โฃ Funding: $7.1M
Backers: Coinbase Ventures, IOSG Ventures, Hypersphere
11โข @SunscreenTech
Sunscreen is building a developer toolkit for privacy applications.
Their mission is to make advanced cryptography like FHE accessible to engineers.
Think of it as the privacy infrastructure layer for developers building confidential apps.
โฃ Funding: $4.65M
Backers: Polychain, Coinbase Ventures, Cyber Fund
Monday Playbook || Week 3
BTC struggles to reclaim $69k as the USโIsrael conflict with Iran fuels risk-off markets.
With macro uncertainty, here are the key liquidity clusters, invalidation levels, and my positioning plan this week. ๐งตโ