Crypto Man

Crypto is the greatest wealth transfer opportunity for our generation. Journey 5K to 100K to 1M 🚀 $NEAR $SUI $RUNE $PNUT

[Crypto Man @CryptoM05034047]

Can't believe it's finally here @SuiPlay @SuiNetwork
Can't wait to try it out.

[Crypto Man @CryptoM05034047]

@The_Mardini برنس والله
انا بفتح تويتر عشانك ابص رايك ايه و هل احنا لسه بالسوق ولا نطلع واقفل
اخد الزبدة واقفل تاني 😅

[Crypto Man @CryptoM05034047]

@CryptoLush_ @THORChainUni @THORChain @KentonC137 @patriotsounds @jpthor @familiarcow can't wait to hear your thought on this

[Crypto Man @CryptoM05034047]

@The_Mardini احنا اولرديى اخدناه 😂😂

[Crypto Man @CryptoM05034047]

It's $PNUT

[DEGEN NEWS @DegenerateNews]

BREAKING: @realDonaldTrump LEARNS THAT HE MADE SEVERAL BILLION DOLLARS WITH THE MEMECOIN HE LAUNCHED - SAYS THAT IT’S PEANUTS

[Santiago R Santos @santiagoroel]

If you’re in shock, disbelief or don’t like how this played out let me spell it out:

- the leader of the free world launched a coin currently worth $70 billion (in a span of a few days)

- it has shown the future of capital formation and markets in the digital age. One where money moves globally at the speed of light

- crypto is now accepted in the land of the free and the home of the brave

- now wonder who will launch coins next

- the world will come back to work next week and no longer be the same

- this is bigger than Paul Tudor Jones buying Bitcoin in 2020

- the impact of what has happened in the last few days is not priced in

I’ve seen wild things in this industry - this is the wildest by far. Still processing…

[xNomad AI @xNomadAI]

Introducing xNomad Genesis: the first autonomous AI-NFT collection, powered by @ElizaOS_ai. It features 5000 unique nomad AI agents, with high-quality art, trait-driven personalities, and infinite AI capabilities.

- Launch Date: 21st Jan 12:00 UTC.
- Slot Price: 0.5 - 1 SOL.
- WL: max 5 slots, prioritized; Non-WL: max 3 slots.(check mint rules in this thread).
- 1 slot = 1 AI-NFT.

The price range may affect each NFT’s cost, but we'll offer [REDACTED] for holders based on the final slot price.

We've granted WL spots to $ai16z partners(>=100k), $degenai whales(>=1M), ai16z partners NFT holders, contributors, creators and other collaborating communities.

All the funding will be used to support the development and operation of xNomad project, including:
- 10% buy $ai16z and 5% buy $ELIZA. All are airdropped to xNomad Genesis AI-NFTs' wallets(in TEE),
- cloud and TEE fee consumption,
- continuous evolution of xNomad Genesis AI-NFT,
- open-source AI-NFT framework and terminal as a service,
- https://t.co/9gwL0akfQW, a platform that lets you create, trade and interact with AI-NFTs,
- community operation, marketing, etc.

If you're new, pls read the thread🧵

[Crypto Man @CryptoM05034047]

I’m very excited about the upcoming AI-NFT Agents on @xNomadAI, powered by the #ELIZA model on @ai16zdao! 🎨 These unique AI agents-as-NFTs offer:

✅ Seamless multi-chain DApp interaction
💰 Control over revenue streams
🔒 Privacy in a decentralized world
📈 Transferable & investable
Think: AI agents = Smartphones 2.0 🔥 #Web3 #NFTs

[Binance Research @BinanceResearch]

In our latest report, we provide an overview of the crypto industry by highlighting projects across multiple sectors.

We spotlight themes such as Payments, AI, Memecoins, and others in this report.

Check it out 🔽
https://t.co/JhbNliVRT9

[Alea Research @AleaResearch]

1/ Ethena's 2025 Roadmap just dropped

They're going after TradFi's $190T fixed income market with a plan to bridge DeFi & TradFi.

Why $ENA could be DeFi's biggest story this year 👇🧵

[Crypto Man @CryptoM05034047]

@The_Mardini Fireworks start soon 🚀🚀🚀🚀

[Crypto Man @CryptoM05034047]

@The_Mardini كل يوم انا بدخل توتير بس ابص ع اخر حاجة نزلتها
اشوف احنا لسه fantastic ولا بلاستك
اشارة منك قول بيع ابيع ع طول 🙏🏻🙏🏻

[563 @563defi]

@ai16zdao great timing!

https://t.co/pFAkKi7usP

[Crypto Man @CryptoM05034047]

@The_Mardini اه والله قولتلنا البيتكوين هيوصل 115 احنا خلاص قربنا جدا
انا بعمل اطالات الكارديو عشان استعد
ممكن تنزل updates للكوين بتعتك والtargets
عشان عايز اعمل rotation to my profits 🙏🏻🙏🏻

[Archetype @archetypevc]

https://t.co/9sOwBcVl8m

[Crypto Man @CryptoM05034047]

@The_Mardini الف شكر
ممكن تعمل update بالكوينز اللي معاك والتارجتس
لان معايا اربع وعايز اعمل rotation بعنوان ادlast dance 😂

[0xJeff @0xJeff]

Top 10 Must Read AI Content for this Weekend PT.4

• @TheoriqAI Beyond Swarms: https://t.co/AsSKVcZBpt

• @flock_io Systemization of Knowledge for DeAI: https://t.co/1CPped98rq

• @kelxyz_ The Case for Agent Networks to Reach $250bn: https://t.co/GIUfNuyRMf

• @gizatechxyz Giza Agent Infrastructure: https://t.co/ToPqN8bYob

• @0xBludex Comparative Analysis of AI Agent Framework: https://t.co/h08XTpyffm

• @yb_effect Leaning into DLP Market Cap: https://t.co/o7Qv20SXZE

• @DV_Memetics ARC Dot Fun Run Down: https://t.co/JVNKKda9XR

• @marvin_tong aICO, Path to Unruggable Money:
https://t.co/Y9rensV6pm

• @jarrodwatts Thoughts of AI Agents: https://t.co/Ndhvtnby0U

• @tommyeastman21 Defining Crypto AI Stack: https://t.co/ZHZfDCnJ55

Bonus
• @Shaughnessy119 DelphAI, Ventures Analyst AI: https://t.co/dOOzFhn5IZ

• First-ever Solana AI Hackathon is Live: https://t.co/Pw5FN6sKSO

• @a16zcrypto What a16zcrypto is Excited About in 2025: https://t.co/Gjssvlr2Ne

• @CoinbaseDev December CDP Builder Grants: AgentKit Edition: https://t.co/BAGjcTavvC

[0xJeff @0xJeff]

How I’m Thinking About the Next 2 Weeks in AI Agents

The question I ask myself is "where can I optimize my time over the next two weeks to maximize ROI without getting distracted by the distraction & chaos in this space?"

Here’s the theses I’m working with:
• We still haven’t seen agents that truly add value or outperform Web2 counterparts.
• The next AI agent ecosystem leaders won’t follow frameworks like Eliza or G.A.M.E. They’ll likely be framework agnostic, or invent their own in the future.
• DeFi agents will be the key for Web3 to outperform Web2, leveraging crypto rails, decentralized infra, and token incentives.
• The attention game in AI agents will shift—from being purely about "Attention" to "Attention + Value."

1. Solana AI Hackathon: A Goldmine of Innovation

If there’s one event to track, it’s this. Solana’s AI Hackathon is a goldmine for spotting alpha.

• 7 AI agent tracks, $185k in prizes.
• Submission runs Dec 15–23.
Tracks include:
• Main Track
• Agents Infra
• DeFi Agent
• Agent Token Tooling
• Trading Agents
• Autonomous Chatting Agent
• Social Influencer Agent

Winners from these tracks will likely 5-10x after announcements. One of these winners could become the next big ecosystem leader.

I’ll be following the hackathon closely and spreading my bets across the likely winners.

2. DeFi Agent Ecosystems Are Undervalued

DeFi agents is the next narrative shaping 2025, and @modenetwork is leading the pack.

Mode’s AI Agent App Store already has 13+ quality DeFi agents projects onboard, and a few are already making waves:
• @gizatechxyz ARMA (Stablecoin agent)
• @autonolas Modius (Balancer LP agent)
• @Amplifi_Fi (Lending agent)
• More are coming down the pipeline.

Plus, the veMODE Agent Club just launched, offering access to:
• AI agent airdrops.
• Initial agent offerings (IAOs).
• Beta testing for DeFi agents before the public.

$MODE has clear value accrual here and recently dipped, offering a solid entry point.

DeFi agent teams don't usually know how to play the attention game AI agents dominate—they’re defi builders at heart. Their ecosystems need a spotlight to highlight their value, and $MODE is doing exactly that for DeFi agents.

3. L1s and L2s Tapping Into the AI Agent Narrative

We know @solana and @base champion this narrative. But now, other chains are stepping in:

• @zksync: @AigentFi (by @HoldstationW) launched with a $2M grant program for AI agents. $HOLD accrues value as the agent ecosystem token. If this succeeds, expect more zksync support for AI agent projects.

• @arbitrum: The TrailBlazer program offers $1M in grants for AI agent projects on Arbitrum.

We already have $VIRTUAL for Base, $ai16z for Solana, $MODE for DeFi agents on its L2.

The key question is "which L1/L2 will emerge next, and which token accrues the narrative value?"

I’ll be watching closely through the holidays to see which chains and tokens emerge.

4. The Rise of Agent (3,3) and Human-Agent (3,3)

@Vader_AI_ started the “Agentic Ad Network”. Projects airdrop tokens to agents, and agents shill based on how big the airdrop is in proportion to other airdrops in the treasury

Now, @AimonicaBrands is doing the same.

I expect this trend to grow:
• Projects will airdrop tokens to quality agents for visibility/promotion just like projects hiring KOLs for sponsored content
• Agents will airdrop their tokens to other, more popular agents.

How to play this?

Bet on agents that got big treasuries from receiving all the airdrops. These agents will use their treasuries to either reward holders or buy back their own tokens.

5. Web3 Agents Incentivizing Web2 Communities

@Zagabond just showcased a new agent tech where his agent sent tokens to @taylorswift13, without her needing a Web3 wallet.

Let that sink in.

Imagine agents tipping TikTok influencers, finance YouTubers, or Twitch streamers to talk about them. Incentivization frameworks like this could become the norm.

With a $150B+ social media TAM, even a small slice of that attention flows into tokens, Web3 products, and ecosystems.

I don’t have a clear play here yet, but agent teams building use cases around this will dominate attention—and attention drives price action.

Final Thoughts
That’s where my head is for the next two weeks. I’ll be tracking these narratives, sharing updates, and refining my bets as the space evolves.

Let me know what you’re excited about or if there’s anything big I might have missed. Thanks for reading, as always!

[0xJeff @0xJeff]

AI Agent Platform / Coordination Layers (with no token yet) ↓
​
Coordination Layers — Agentic-focused Infra
@TheoriqAI — Modular and Composable AI Agent Base Layer
@TalusNetwork — Next-Gen L1 for AI Agents
@sentient_agi — AI innovations toward a community-built open AGI
@AlloraNetwork — Self-improving Decentralized AI Network
@flock_io — Decentralized AI training platform
@Galadriel_AI — Building the world’s largest distributed LLM inference network
@Nimble_Network — The Open AI Platform for AI Agent Creation & Monetization
​
AI Agent Platform — Consumer-focused
@agentcoinorg — AI Agent Livestream
@myshell_ai — Decentralized AI App Store
@TryNectarAI — AI OnlyFans (Uncensored Immersive AI Companions)
@openagents — Workflow Automation
​
Defi AI Agent
@slate_ceo — AI agent for everything on-chain
@AIWayfinder — Omni-chain tool providing ways for AI to interact with blockchain environments
@almanak — Training Platform for AI Agents in DeFi
​
———————————————————
​
Current Potential Airdrop Opportunities
​
Theoriq Incentivized Testnet — https://t.co/dwd8yXtAtg
​
Nimble Network Social Quest — https://t.co/nPEpkjBBhD
​
Allora Point Programs — https://t.co/8sms7JuN5O
​
Flock Incentivized Testnet — https://t.co/1C61ZHVMvW
​
Almanak Waitlist — https://t.co/8AMUKSNQdX
​
Wayfinder Waitlist https://t.co/40HqwPs5kg
​
Join Agentcoin Waitlist & Complete Quests (to get in sooner) — https://t.co/ko87nwFP0c
​
MyShell Point Carnival (Craft, Share, and Earn with AI Apps) — https://t.co/tloxHb2Rz1