Building an onchain portfolio has never been easier
Using the @a1research__ Machines & Money DeFi20 Index projects as examples, you can get easy access to a virtually endless selection of yield, spot, derivatives, hedges and more
Some ideas to get started, based on investment type:
Base Yield:
- Earn yield via professionally (human or agent) curated vaults which source yield from @Morpho, @kamino, @eulerfinance
- Choose between various risk-adjusted lending tiers on @aave v4
- Earn the Sky Savings Rate with @SkyEcosystem -- the first project to receive an official rating from @SPGlobal
- You can even earn from your neobank account - directly from these onchain lending apps - using @EtherFi Cash
- Or simply hold @maplefinance syrupUSDC/syrupUSDT to earn from institutional-grade private credit deals
Derivative Yield:
- Receive fixed rate income across dozens of yield-bearing assets via @pendle_fi PTs (on assets like @ethena's sUSDe), using @CurveFinance to swap efficiently between their underlying stablecoins/tokens
Spot equities:
- Choose between the 430 listed stocks/ETFs offered by @OndoFinance, backed 1:1 by their associated shares
- Not into stock picking? @centrifuge offers the first onchain licensed tokenized S&P500 index fund: $deSPXA
Spot crypto:
- @AerodromeFi offers a combination of wide spot crypto asset/RWA selection (such as $deSPXA), along with yield opportunities via $veAERO revenue sharing
- If you can think of an onchain asset, chances are you can find it on @Uniswap and/or @JupiterExchange
Synthetic Exposure:
- Use leverage on @HyperliquidX to get concentrated price exposure on assets across crypto, stocks, commodities, FX, and more -- great for capital efficient speculative and hedging positions
- @OndoPerps also offers leverage and collateralization for their large selection of stocks/ETFs
Other:
- Run your own trading strategy across DeFi apps and/or earn passive income by supplying data within @virtuals_io agentic ecosystem
- @LayerZero_Core makes the investing process much more efficient by routing assets between networks to access the best opportunities
- Projects on @CantonNetwork are building access to all sorts of tokenized assets, such as equity/commodity markets on @edeldotfinance
3 years from now, fading DeFi will be unimaginable
And if you just zoom out, the disruption is easy to see
4 hours left until the 2026 FIFA World Cup kicks off.
Together with @AnthropicAI's Claude Fable 5 I built a full World Cup prediction league in 24h: GOLAZO 26.
Predict all 104 matches.
$600 USDC in on-chain escrow, top 3 split it.
Duel anyone on CT over a single game.
Private leagues for the group chat.
And the best part: @claudeai Opus, @grok and @perplexity_ai Sonar each predicted the entire tournament before kickoff, sealed and timestamped.
Opus says @rfef.
Grok says @AFASeleccionEN.
Sonar says @FFF.
The machines disagree.
Someone has to settle it.
Free entry, no wallet connect, picks per game lock at kickoff.
Opener's at the Azteca tonight.
Public access dropping within next 3 hours.
20+ AI projects worth keeping an eye on this cycle
Dolphin
OpenServ
Venice
Reppo
Gitlawb
Near
Grass
Nockchain
Rei
Surplus
Humanity
Peaq
Codec
Bankr
Virtuals
Kite
Allora
Targon
lium
Score
Chutes
Synth
Metanova
iota
affine
Oro
Quasar
HERMES AGENT DESKTOP APP IS INSANE.
No more CLI. No more Discord hacks.
@NousResearch dropped the native Desktop App yesterday and the announcement already crossed 5 million views.
What changed:
→ Full GUI installer. Click Install → fully working agent in under 5 minutes.
→ Clean ChatGPT-style interface with concurrent sessions.
→ Built-in skills and tool toggles (Claude Code, Kanban, web search, image gen, terminal, etc.).
→ Cron jobs creation directly in the UI.
→ Artifacts viewer, memory & context settings, voice mode, browser preview — all native.
Running Hermes on your main machine is now actually pleasant and powerful.
This removes the biggest friction point the project ever had.
The desktop app just made Hermes 10x more approachable for real daily use.
Now it’s time to unlock its full potential.
The complete system how to turn Desktop Hermes into a real 24/7 operator is in the new article 👇
When I first started working on Splatworld, the original idea was "how can I get an agent to produce splats without human input?" It was spurred on by an article I shared on my X (@leftcurvemaxing) called "Stop Ignoring the Metaverse".
The TLDR of the article is that I think the technology is finally catching up to many of the original concepts introduced several years ago, and the metaverse as an idea will finally be able to grow in a meaningful way.
This is what brought me to Splatworld. If I want to help push the category forward, I need to find a way to contribute to its development and help bring the tools of building out the metaverse to more people.
If you're unfamiliar, a quick overview of splats: splats are 3D worlds generated from an image or images, that can be navigated either through a viewer on a monitor, or through a headset like an Apple Vision Pro or a Meta Quest. Splats are now being used by robotics researchers for testing environments, game developers for game environments, and visual artists for a variety of reasons, such as A$AP Rocky's music video for "Helicopter".
@theworldlabs has Marble, which is the best splat generation tool out there, and they were nice enough to give me beta access to their private API to work on Splatworld, so it became my whole life since the new year.
Today, I'm very proud to share what I've been working on. Splatworld has transformed from a simple agent-run flow of "generate image, feed it to Marble, loop complete" into three core components:
1. https://t.co/e3jfx1cMVd - A site showcasing my own agent's training and development as it grows and evolves, generating splats on its own and developing a taste profile between four distinct daily generation cycles. One cycle is focused on generating splats with an emphasis on environments for robotics research, based on found images, and three cycles are fully agent-generated. One creative indoor space, one robotics space, and one creative outdoor space, all intending to showcase the power, creativity, and utility made possible by splats. @NanoBanana Pro handles the image generation, @claudeai handles the prompting, and @theworldlabs' Marble handles the splat conversion.
2. The Splatworld Agent - A @Claudeai Code extension for anyone to start to finish generate their own splats autonomously. You feed a prompt to your agent, it generates its own prompts based on yours for image variance, and you assist your agent in building a taste profile. Once a taste profile is established, you can have your agent run generation cycles to create splats for you based on the agent's training. If images aren't coming out how you'd like them to, you can spend more time walking the agent through more training cycles until you're getting results you're happy with.
3. The Splatworld Framework - A framework intended for batch creating splats, either for robotics researchers converting their own image set into splats, with organization labels for generated images, or for game developers and visual artists who are looking for a similar workflow with reference photos they already have, with the option to generate their own images within the framework. Splats can then be viewed and explored with a locally hosted viewer, like the one that's on the Splatworld site.
The site and agent will be live at launch, and the Splatworld Framework will be coming at a later date as I finish up testing.
I've been excited to share Splatworld with the world, but one piece was kind of preventative.
Due to the Marble Labs API being private, not everybody would be able to spin up their own version of Splatworld, which left me with in a kind of weird "here's this really cool tool I built, but you can't actually use it yourself."
Two days ago, @theworldlabs released their Marble API to the public, which allows anybody to spin up their own workflow for splat generation. This was the last piece that was necessary to finally release Splatworld, and I'd like to thank the Marble Labs team for giving me access to their API in advance.
The site is live at https://t.co/e3jfx1cMVd
The Claude Code extension is live at https://t.co/djYK0wcy4Y
Thanks for reading,
Lefty
➥ Robotics x Blockchain: The Machine Economy Stack
Blockchain is crucial for AI and robotics.
It is the only technology that provides a comprehensive stack, linking data and models to robots that learn, act, and earn on-chain.
We've adopted and simplified categorizations from various sources to create an easy-to-understand ecosystem map.
—
► Applications
@UFBots – Social: Ultimate Fighting Bots, gamified embodied AI
@HumanoidsDaily – Tokenized robots as RWAs with yield distribution
@gaib_ai – RobotFi protocol
@xmaquina – Investments: Modular robotics infrastructure
—
► Robotic Software
@openmind_agi – Machine OS for AI x robotics infra
@peaqnetwork – Machine identity and economy layer
@RoboStack_io – Robotics cloud and deployment
@Fetch_ai – Autonomous economic agents infra
@AukiNetwork – AI-driven automation tools
@codecopenflow – Decentralized flow orchestration
—
► Infrastructure / Compute
@AethirCloud – AI and edge compute layer
@rendernetwork – Distributed rendering network
@SpheronHQ – Decentralized GPU infrastructure
@IagonOfficial – Decentralized storage and compute
@Radworks_ – Open-source infra and funding
@nubilanetwork – Cloud-native AI infrastructure
@BeamableNetwork – Blockchain-based compute infra
@WalrusProtocol – Data storage for AI memory layer
@heurist_ai – Knowledge and reasoning AI layer
@375ai_ – Decentralized AI services
— (cont'd...)
This year, we’ve been quietly placing serious bets on robotics as a core pillar of Virtuals Protocol, from SeeSaw surpassing half a million recorded tasks to early-stage ACP integrations with robots and capital formation rails for embodied agents.
Q1’26 will be an inflection point for embodied agents.
➥ The AI Playbook for Human Intelligence
I've been discussing a lot with my peers, even before AI comes to surface, that we need to emulate how machine 'thinks' and 'act'
And now, AI researchers didn't just build chatbots; they accidentally wrote the best self-development manual in history.
By treating your brain like a neural network, you can upgrade your mind using the exact same principles used to train LLMs.
---
❶ Training Data (Garbage In → Garbage Out)
Every piece of content you consume costs you a piece of your mind.
- The Trap: Consuming junk content leads to low-quality thoughts.
- The Fix: Curate your inputs. Read subjects like math and philosophy to train your brain in logic and complexity.
---
❷ Hallucinations (Confidence ≠ Truth)
AI often lies confidently, and humans do too, usually to protect their egos.
- The Trap: "It feels right" leads to accepting narratives without proof.
- The Fix: Implement a verification layer. Move from idea to real-world testing and validation.
---
❸ Context Window (Externalize Your RAM)
Your brain has a limited "context window." Overloading it results in loss of coherence.
- The Trap: Holding complex problems in your head causes cognitive overflow and errors.
- The Fix: Use tools. Write things down, break tasks into steps, and solve problems linearly.
---
❹ Generalizability (The Polymath Protocol)
Intelligence goes beyond memorization; it involves transfer learning.
- The Trap: Learning a fact in isolation.
- The Fix: Extract the pattern. Learn Concept A → Extract Mental Model → Apply to Unrelated Domain B.
---
❺ Reinforcement Learning from Human Feedback (The Conformity Bug)
RLHF trains AI to prioritize being "safe" and "polite" over being truthful.
- The Trap: Virtue signaling and self-censoring to minimize friction.
- The Fix: Audit your outputs. Ensure you're expressing truth, not just seeking approval.
---
❻ Prompt Injection (Social Engineering)
AI, like humans, can be manipulated through specific phrasing, leading to rule breaches.
- The Trap: Flattery, rhetoric, or pressure can bypass logical guardrails.
- The Fix: Recognize these "triggers" as malicious code. Emotional spike → Pause execution → Verify intent.
---
❼ The System Prompt (Identity)
Every model operates on underlying instructions, such as "You are a helpful assistant."
- The Trap: Adhering to outdated scripts (trauma/upbringing) like "I'm bad at math" or "I must please everyone."
- The Fix: Rewrite the prompt. Define values → Set defaults → Change behavior.
--
► Wrap-Up
The scariest realization in AI research is that fluency does not equal reasoning. Just because a model (or a person) can string together eloquent sentences doesn't mean they understand the logic behind them.
To become more intelligent, you must stop prioritizing the appearance of competence (optimizing for grades, likes, or status benchmarks) and start optimizing for the actual processing power of your mind.
---
h/t Nano Banana
My timeline was pure doom 3 days ago. After yesterday’s pump same accounts are suddenly bullish.
Made me think about how most people use CT.
- they scroll
- see everyone panicking/celebrating
- assume that's the reality
I used to do this. If 50 people said we're going lower, I'd second guess my analysis. Cost me trades I should've taken.
What shifted was realizing the timeline is emotion in real time. People describe what's happening now and project it forward. Down feels like forever down. Up feels like forever up.
Here's what actually helps🫡
> Build your own analysis framework instead of relying on others' opinions
> Write down your thesis before checking Twitter so you have something to compare against
> Treat extreme sentiment as a contrarian signal
> When everyone agrees on a direction, that's usually when the move is ending
> Follow people for their process, not their predictions
> Take breaks from the timeline when it's too emotional
> Track your decisions to see when outside noise influenced you vs your own analysis
The crowd's emotions are useful data. Just don't let them become your strategy.
New Challenge started today!
In my new Challenge, the Goal will be to go from $300 to $10,000!
All of this I'll do in the @zoofwallet! I will utilize the Features to get Alpha, later on maybe provide Liquidity and Leverage Trade using @wasabi_protocol Integration in the Zoof Wallet!
Today I opened my 3 first Trades:
3x Long on $PREDI by @PredictBase:
100$ Margin
50% TP
3x Long on $FACY by @ArAIstotle:
100$ Margin
30% TP
3x Long on $ZOOF by @zoofwallet:
100$ Margin
25% TP
Getting all these TP's would give us a Total Profit of 105$!
Let's see where these go 🔥