monkey on chain

冲

[大宇 @BTCdayu]

要学会从常识角度分辨什么是有价值的信息

1、如果你看一个炒美股的“高手”自己没赚到什么钱，却觉得币圈都是赌狗，不值一提，那其实还是可以从“常识”角度去思考：

a股、港股、币圈、美股，甚至邮币卡、游戏代练、拍成人av、做抖音博主，所有那些赚到大钱甚至持续赚钱的人，都大概率有值得学习的地方。

这是芒格“多元思维模型”的灵活运用。

要警惕的是：你如果始终在思考这个人或那个人说得是否有道理，那很可能会被轻松带偏——任何人，包括我的观点都只能是你的参考，你只需要从常识去处理和分析所有你看到信息。

学会分辨什么是有价值的信息，和“猴子学会直立行走进而变化成人”、“人类学会使用工具而变成生灵的主宰”一样重要。

2、如果你还看到在投资上，有人在比学历、比资历，那很可能他忽视了最重要的是能力。

AI时代之后，“学历不等于学习能力”会无限被放大；而反映在投资上，学习能力=投资结果，最强学习能力的人，一定会在投资上拿到最大的结果——最强的人是能忽略运气的成份的。

这些都是常识，但是常识竟然最被大多数人忽略，或许是因为“人们为了逃避思考愿意做任何事？”

#投资备忘

[0xSammy @0xSammy]

This is wild.

Grok 3 creates a customer support AI Agent team in minutes, with just a few reference docs.

Agentic collaboration is rapidly evolving.

[0xSammy @0xSammy]

https://t.co/k5pxKviEe6

[The Hive @askthehive_ai]

Ask. Track. Trade smarter. 🐝

[0xSammy @0xSammy]

Nefarious activity is rife in crypto.

Libra is the tip of the iceberg, and the reality is that’s not going away.

AI and specifically Agents, provide a solution.

Automating out the manual human intervention mitigates the opportunity for bad actors to exploit.

Here are some examples:

i) Reputation Scoring: AI assigns trust scores to projects based on past behavior, warning users.

@ethos_network and @moca_network are developing solutions. Trader Agents like @degenspartanai have toyed with this idea for evaluating alpha sources with "Trust Scores" but can be expanded further

ii) AI managed token launches: Early versions are being trialled. @skely123 is experimenting with $METAV on this. Launches have faced challenges by letting an agent manage the launch is a step in the right direction

iii) Bias Detection: AI scans for inequities (e.g., skewed staking), flags and proposing fairer designs. E.g. @h4ck_terminal kicks the tyres on protocols which can be extended to LP monitoring

iv) Neutral Trading: AI trades based on data, ignoring hype or panic. Trader agents are emerging with the DeFAI evolution.

@danielesesta is integrating @HeyAnonai with the full DeFi tech stack and @gizatechxyz has fully autonomous agents managing $500k in deposits

v) Consistent Audits: AI monitors and flags suspicious patterns or abnormalities.

I’m sure we will see Agents trained specifically for this - auditor agents like @CertaiK_Agent

vi) Objective Smart Contracts: AI enforces rules, minimizing emotional bias in execution. This can be from contract deployment to auditing and more

vii) Third Party / off-chain Data Corroboration: Agents integrate oracles to corroborate off-chain third party data sources.

We’ve already seen @pythnetwork & @chainlink partner with many different Agentic protocols

viii) Predictive Risk Analysis: AI forecasts token launch risks (e.g., rug pulls) using historical data.

@modenetwork uses Bittensor Synth Subnet 50 to provide comprehensive scenario analysis on Bitcoin options pricing, forging likely future valuations. This can be expanded beyond asset pricing

ix) Anomaly Detection: AI identifies unusual activity on insider wallets through cluster analysis. Warnings distributed in real time to relevant parties for immediate action.

There must be APIs for @bubblemaps to enable AI Agents to plug into and monitor real time wallet activity on hyped launches - even posting the Bubblemap visual for us to see on socials

x) Community Sentiment Check: AI analyzes X posts ( @cookiedotfun or @kaito_ai ) or forums to detect coordinated hype or scams

xi) Insight agents ( @aixbt_agent or @agentcookiefun ) analyze patterns and notify core infra projects to disseminate appropriate warnings while centralized exchanges or off ramps are put on alert

xii) Pre-Launch Vetting: AI scans team history, code (GitHubs), and tokenomics for red flags (e.g., hidden allocations).

xiii) Wash Trading Detection: AI flags artificial volume spikes to expose manipulation.

What’s wild is a lot of these will work cohesively as a team to automate an optimal outcome.

For instance:

- The insight/analyst agent monitors patterns and anomalies
- Communicates this to the trader agent
- Who executes a trade in real time to protect a position or optimize its ROI

How these agents are programmed and the data they are trained will need continual assessment for bias.

But it's a step in the right direction to mitigate against the calamities, like Libra.

The agents used in this post are examples, but if you're building any of the above please reach out.

I'm keen to learn and provide coverage to innovative solutions that could change the current landscape.

[0xSammy @0xSammy]

Can someone explain to me how memecoins are anything other than gambling?

The epitome of Financial Nihilism.

I see cope about memes creating a "PvE" environment; but I'd urge anyone who's stating this to explain how this will ever play out.

Every buyer is putting money in with the intention of taking more money out down the line.

If not, then there's a traditional corporate entity set up for this already; it's called a "Charity".

Here's the issue with memecoins... there's no fundamental value creation for everyone to "win".

No coin will go up only (honeypots excluded) and even if it did, why are holders not selling? What other non-monetary value are they receiving for holding?

There has to be a product or service with real revenues for the initial capital injection to grow. Otherwise this is a Ponzi - new buyers being dumped on by earlier buyers.

If memecoins are considered "collectibles" then congratulations, you've completed the set and paid the market price.

Perhaps the coin is the "product"; a ticket to the thrill ride with the chance of a lottery win.

But those who have become the collector, or paid for the theme park ticket, are unhappy customers.

Why?

Eventually someone will become a "bag holder", "community member", "exit liquidity" or whatever you want to call it.

Turns out these things aren't worth the entry fee.

Yes, you can raise capital from launching a token using a "fair launch" method, but current information asymmetry suggests this ain't the case anymore.

High FDV, low float VC coins meant much of the value was captured in the private markets, which drove the "fair launch" revolution.

This has now been swapped out for sophisticated, informed parties committing on chain obliteration against your typical retail who've been sold a "fair launch" ideology.

The sooner we get back to fundamental value creation, with products that consumers actually get value from, and are willing to pay for, the better.

It's clear that this either needs more regulation, or better systems, processes, controls in place to enable an actual "fair launch" with clarity over what the "product" is so the playing field is levelled somewhat.

Otherwise, 99% of participants will leave with a sour taste once again.

[monkey on chain @Alannftt]

@williamlab 也是好事，只是出来BTC。其他项目的散户难挣钱

[The Hive @askthehive_ai]

The Hive's Orchestrator assigns the best agents for each task, optimizing them to work together as a sum greater than its parts.

[monkey on chain @Alannftt]

@0xsammy good

[0xSammy @0xSammy]

When I say AI Agents I mean on-chain execution

Not the personality bots we’ve come accustomed to on X, I’m expecting:

i) Autonomous DeFi strategies
ii) Yield optimization strategies
iii) Agentic vaults
iv) Stablecoin peg-break arbitrage
v) and much more

Think if it as a complete overhaul of the current DeFi UI/UX, whereby you'll have your very own agentic co-pilot or even a completely autonomous pilot agent

It's likely we will see familiar "ChatGPT" style terminals or voice to execution solutions

Several projects I'm keeping an eye on include:
- @LimitusIntel
- @HeyAnonai (@danielesesta)
- @gizatechxyz
- @getaxal
- @AlloraNetwork
- @griffaindotcom
- @whispersai
- @askthehive_ai
- @AgentTankLive
- @Cod3xOrg + @agentcookiefun
- @almanak and many more

AI isn't going away, it's a macro trend.

Crypto enables AI Agents to transact permissionlessly - something we have only seen MVPs for to date.

Expect this innovation to evolve at an exponential rate as the LLMs (Agent brains) become more advanced.

[0xSammy @0xSammy]

AI regains momentum as infra players lead the rebound, while some break out into the mainstream

"Super excited about the convergence of Ai technology and sports" - @RealTristan13

Here's an agentic roundup over the past 48 hours

🧵(1/19)

[monkey on chain @Alannftt]

@askthehive_ai You've been a bit like a bear lately, come on

[monkey on chain @Alannftt]

虽然是盗版的PI，但是一样起飞，大爷大妈我错了

[Neso @neso]

今天有朋友和我说
当下的市场，再研究meme内容、meme社区已经完全无用
大家只玩PVP追求速通，没有人再关心meme本身
我反思了一早上
觉得市场的畸形氛围我们或许不能马上改变，但我们仍然可以做一些meme文化与经典meme币相关的普及与传播，形成一股热爱meme文化、愿意相信经典meme币的PVE力量，因此萌生了创建这个社区的想法

并没有很周全的计划，但希望是一个好的开始
Let's make memecoins great again

[monkey on chain @Alannftt]

💪🚀🚀🚀🚀妈的，这几天又给干热血了

[monkey on chain @Alannftt]

@AOBINGSOL 人才，合体是吧

[花花 @huahuayjy]

链上meme具体流程:

第一步就是坐在电脑前，先打开gmgn，点击左侧会显示你关注的聪明钱在买什么币，所以要做一个准备就是大量关注聪明钱。gmgn网站:https://t.co/OrtffCbdIE

第二步就是，点击他们买入的币，用gmgn去分析，首先第一步分析筹码，看看是不是有很多小鱼，和红色符号，如果有大量小鱼和红色符号，基本直接pass。

第三步，如果地址干净，我会点开项目推特看，关注大v和没有有发过跑路盘，其中也需要用辅助工具。需要付费但是很有效果，可以迅速判断项目质量。插件网址 : chrome-extension://fhfmioonhaaojhlicfalhidddcpcdogf/options.html

第四步，如果关注大v还不错，推特也不错，我会看链信的网址: https://t.co/OgveR00APY 分析狗庄出货情况，如果狗庄一直出货，基本可以pass，大概率一波流。

如果以上都没问题。那么基本就可以尝试购买了，这些审核可以pass掉90%的垃圾项目。因为关注了很多聪明钱，也能在第一时间抓住热门项目。

如果要重仓，我会先去推特搜这个币的合约看看具体的叙事和有多少kol在奶，还会去我加入社区看看有多少人在讨论。

以上操作基本就是我投研meme的过程。希望可以帮助你们。

[monkey on chain @Alannftt]

@0xsammy @rileybrown_ai Your point of view is very interesting

[0xSammy @0xSammy]

AI Agents are disrupting how we interact with Software, and the broader internet:

"The biggest threat to your SaaS company over the next 5 years is your customers realizing they could build it in 45 minutes" - @rileybrown_ai

Here's an agentic roundup to plug the gaps

🧵(1/18)

[monkey on chain @Alannftt]

@FA_Touadera @X @CARMeme_News @streamflow_fi Can you pull the trigger?