AW Research 🔜 Consensus🇭🇰

Autonomous Worlds Research institution.

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

🇹🇭 AW AfterParty hosted by @AW_Research - Bangkok, Thailand

📍Where: Bangkok Thailand during DEVCON @EFDevcon

Free drinks and food! Calling all creators, gamers, and AW enthusiasts!🥃

📅 Join us Nov 12th, 19:00 - 24:00 (GMT+7)

⤵️Apply here
https://t.co/9jh8hsK3qk

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

⚞ • ⚟ https://t.co/PxBDfN6ent ⚞ • ⚟

[Moving Castles @movingcastles_]

⚞ • ⚟ https://t.co/JnseStQHfH ⚞ • ⚟
⚞ • ⚟ https://t.co/JnseStQHfH ⚞ • ⚟
⚞ • ⚟ https://t.co/JnseStQHfH ⚞ • ⚟

https://t.co/VDapWx9JFI: stumps airdrop

https://t.co/RjiYzui9jH: official tokens

https://t.co/0cr3Bx2LdM

https://t.co/Y2y6i05hhW

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

I am feeling alive.

[MUD @mud_dev]

What if you could query any onchain world like a database, inspect and call any function, all in your browser? You can. Meet the new Worlds Explorer.

[Gink5814.eth @Gink5814]

https://t.co/6tjJFiqylp

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

OMG Siege Time.

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

Playing @RealmsEternum @kamigotchiworld @battleforblock , Feels like Brussels. @Komorebi8888 you playing?

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

Dark Forest MUD v3 will be held soon on Base Mainnet! 🎉 Thank you @darkforest_mud for inviting us, see you in the dark forest.

[Gink5814.eth @Gink5814]

ICYMI @initia might be one of the only few chains that facilities FOCG thanks to its VIP program.

VIP program, in very simple term is how initia incentive it's devs and users.

As I pointed out it's pretty alike what I designed for my client. It got 2 proportions.

a) B Pool. More $INIT staked on interwoven rollups, more rewards, simple. But the excluded the node stakings (Huge).

b) W Pool . On an L1 governance set ratio, its gonna incentivize all interwoven rollups, separately.

But why W Pool really matters? Operator Rewards and VIP Score.

Operator rewards are simply a commission taken from the Minitias total epoch rewards. Operator’s may set a commission rate, similar to how validators set a commission rate on staking rewards.
- fund themselves
- give to users
- stake back to L1 for more voting power

User Rewards are based on VIP scores.

This VIP Score is calculated based on one or many ONCAHIN KPIs a interwoven rollup wishes to incentivize.

This is what FOCG wanted for years! It's the ultimate way of Numerical planning! I can calculate how many drones the player built and destroyed, for the every first time in the history everything can be meaningful rather than an ultimate goal for example the center of the universe.

And the $LUNA tic ponzi scheme goes on, the user's reward esINIT can be unlocked in 2 ways:

- Maintaining your VIP Score over multiple epochs;

- Zapping into a Locked Staked Enshrined Liquidity Position.

Which means crazy retention rate. Everything is divided by 26 biweekly epoch. This is crazy! VIP creates a virtuous cycle of momentum: incentivization → increased usage → increased incentivization….

Finally, just like the voting protocol I designed based on
@PrivacyScaling and @zkMACI , @CabalVIP, a protocol that actually 'means nothing', raised 3m @hack_vc @Delphi_Ventures @nascentxyz @dcfgod @LayerZero_Core @daryllautk @darrenlautf @n2ckchong @chainyoda

@CabalVIP, like its name, actually has only one function. That is to concentrate liquity and get airdrops. In my understanding, it is the most basic vote-buying protocol machine gun pool, which automatically calculates how to bribe voters to achieve greater benefits, but it is definitely not a way to maximize benefits.

This gives @initia a benchmark for allocating resources other than money. All projects that can not out perform @CabalVIP can go to mom's basement, pivot to potato farmer, or find a way to adjust the VIP Score algorithm (Goddamn operater took too much!)

Gwoven🪢 The cabal is watching.

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

Attracting and Retaining Liquidity
From a user’s perspective, interwoven rollups strive to accumulate higher TVL in order to secure a bigger slice of esINIT. Naturally, many projects share these incentives with the very users who provide TVL—creating a powerful feedback loop that encourages more liquidity.

However, if a DApp can’t offer better rewards or value than basic “bribery” protocols, it likely means the product delivers no additional utility and is little more than an empty shell. In such cases, it’s better for the team to pivot early and refine their value proposition.

A Win-Win for Initia and Its Ecosystem
From Initia’s standpoint, the VIP mechanism serves as a real-time market test of each interwoven rollup’s product–market fit, informing targeted incubation and acceleration efforts. By aligning protocol incentives with DApp growth, Initia fosters a thriving, self-sustaining ecosystem—one in which developers, users, and the platform itself all benefit from shared success.

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

Why Do They Move to INITIA?

As @Gink5814 previous analyses have emphasized, liquidity flow during a bull market cycle follows a recognizable pattern: it starts with zoo-themed meme coins, moves on to celebrity tokens, transitions into more illiquid ERC-20 tokens such as https://t.co/7gr26jLC1s, then shifts toward NFTs and staking, and finally culminates in GameFi.

https://t.co/VCcMyMS5Qe

From the inception in early 2021 to its rise in 2023 and onward, fully onchain gaming has developed in much the same way early DeFi once did—teams are here to Fuck around and find out, with some staying true to their original vision while others opt for more pragmatic paths.

Regardless, FOCG has become a segment impossible to ignore. Established blockchains like @arbitrum and @Starknet , alongside emerging chains such as @megaeth , @initia , and @SonicSVM , are all laying the groundwork for on-chain gaming. Gaming specific chains like @redstonexyz @HappyChainDevs , @b3dotfun , @PlaymintUK and @ProofOfPlay , also play an indispensable role in this evolving ecosystem.

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

Last year, while designing a tokenomics model for a certain project, we introduced a “three-body problem” framework, which gauged protocol health based on three key on-chain metrics: transaction count, trading volume, and TVL. This model allowed users to “vote with their feet,” effectively choosing which DApps deserved their support.

When I encountered Initia’s VIP (Vested Interest Program) mechanism, I immediately recognized it as a similarly market-driven incubator and accelerator—more direct in some ways than OP Superchain.
Applications can roll up to EVM, Wasm, or Move-based “interwoven rollups” at will. Additionally, Initia’s incentive structure evokes a distinctly “LUNA-like” logic (thank you @ItsAlwaysZonny @sinitias : if you can attract higher TVL, your interwoven rollups receive larger distributions of esINIT tokens.

With initia-vip in the mix, on-chain games essentially enjoy a double Play-to-Earn setup:

Native Game Rewards: Incentives or tokens from the game itself.
VIP Rewards: Additional INIT distribution from Initia based on key performance indicators.
What’s more, even if a game doesn’t launch a token or distribute rewards, users who complete certain on-chain milestones can still earn INIT from the VIP program—simply by playing and enjoying the game. This model is inherently more competitive than a standalone L1/L2 gaming chain that relies solely on its native incentives.

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

Minted out under 10 minutes, @playgigaverse

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

With @Uniswap V4 coming in, swapping can be a game now. A true Gamefi. Who's building this?

[Sovrun @SovrunOfficial]

Big news! @SovrunOfficial is teaming up with @Calderaxyz to launch the first-ever L2 on @HyperliquidX! 🌊

→ Games with decentralized liquidity
→ Autonomous agents enhancing gameplay
→ Seamless value transfer between virtual worlds

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

@SovrunOfficial @Calderaxyz @HyperliquidX Huge! An gaming L2 b4 L1! Hyperbullish.

Hyperliquid.

[AW Research 🔜 Consensus🇭🇰 @AW_Research]

DREAMS come true 2025

[Daydreams.Systems (x402, 8004 agents) @daydreamsagents]

$DREAMS now on pump dot fun

Daydreams is a generative crosschain agent framework for playing anything onchain.

ca: GMzuntWYJLpNuCizrSR7ZXggiMdDzTNiEmSNHHunpump