YZ

I do Advisory Sometimes

[YZ @Lysda_eth]

Long compute

[Abliterate @AbliterateAI]

We asked a leading model four things people actually want to know.

It refused two, lectured one, and steered the last to paid.

Abliterate researched all four and answered, sources and all.

Try them yourself 👇

[YZ @Lysda_eth]

@AbliterateAI Permissionless indeed

[YZ @Lysda_eth]

@AbliterateAI Abliterate

[Abliterate @AbliterateAI]

Permissionless Intelligence

[YZ @Lysda_eth]

@AzFlin This is insanely accurate anyone can just fact check with simple prompts,

Calling something “the most autonomous agent framework” without something even basic approval loops is just .-.

https://t.co/7Yk9lB77dP

[YZ @Lysda_eth]

Genuinely surprised by people looking into @aeonframework GitHub repo and coming into the conclusion of buying $AEON

Trenches deserve to stay poor

[YZ @Lysda_eth]

@RuneCrypto_ @aeonframework Just mostly larp, low effort hype type stuff

[YZ @Lysda_eth]

Genuinely surprised by people looking into @aeonframework GitHub repo and coming into the conclusion of buying $AEON

Trenches deserve to stay poor

[YZ @Lysda_eth]

@iamasoothsayer Wat?

[Erik Voorhees @ErikVoorhees]

DIEM & VVV tokenomics...

• 1 DIEM = $1/day of daily renewing AI compute credits, spendable on any model from Qwen to Opus 4.7 to Grok to Nano Banana via Venice (app or api)

• As demand for AI compute rises, DIEM is bid up. Supply is very constrained (see DIEM price chart below since inception last fall).

How does this relate to VVV?

• VVV has the exclusive right to "print" DIEM, which locks the VVV until DIEM is paid back (and thus burned).

• Every VVV holder basically has a growing pile of instant cash/liquidity, because at any time they can lock some or all of their stash and get DIEM to sell on the market.

• Thus as AI compute demand rises, DIEM price rises, and temptation to lock up VVV and mint DIEM grows.

• Fundamental to DIEM's design, is the "mint curve." This defines an exponential curve specifying the rate at which VVV can be locked to mint 1 DIEM.

• The higher the DIEM supply goes, the further up this curve we go, meaning exponentially more VVV must be locked for a marginal increase in DIEM.

• This keeps Venice's liability constrained (remember each DIEM is a liability to Venice, which must provide $1/day of compute)

• And this also means an increasing amount of VVV is taken out of supply and locked up until some day in the future if DIEM is paid back.

In the image below, price of DIEM has risen gradually along demand for AI compute at Venice, and the tan portion of the VVV bars shows the locked supply, rising from ~5m in Nov to ~9m today.

For that VVV supply to ever unlock, DIEM must be bought back and burned... but doing so raises DIEM price and thus tempts more VVV back into locked position.

Equilibrium is hereby established and both VVV and DIEM price should ultimately correlate a) to demand for AI compute generally and b) to quality of Venice's AI compute offering specifically.

[YZ @Lysda_eth]

It’s really is all about

Loops
Harness
Systems
Dependancies
Architecture

And Compute

[YZ @Lysda_eth]

@0xastra @elonmusk this definitely has to be looked into

[YZ @Lysda_eth]

A Long Story $M

[YZ @Lysda_eth]

@icunucmi gay

[YZ @Lysda_eth]

remember having early conversations 3 months ago about knowledge graphs.

Ever since have only seen @icunucmi going giga deep closing loops, improving the memory system.

The things that can be built simply having this as a core is insane, defi worth a read

[icunucmi @icunucmi]

Six months ago we started building exactly this: https://t.co/BAREVsdpST

We didn’t build another memory layer for agents.

We built the full brain: a bi-temporal knowledge graph with 22k entities and 128k+ edges, adversarial agents that challenge their own outputs, calibrated predictions with a live Brier score of 0.244, and a resolution corpus as the real moat.

Synthesis over retrieval.

Judgment over access.

One operator.

One compounding chief of staff.

A partial brain is worse than no brain.

[icunucmi @icunucmi]

Six months ago we started building exactly this: https://t.co/BAREVsdpST

We didn’t build another memory layer for agents.

We built the full brain: a bi-temporal knowledge graph with 22k entities and 128k+ edges, adversarial agents that challenge their own outputs, calibrated predictions with a live Brier score of 0.244, and a resolution corpus as the real moat.

Synthesis over retrieval.

Judgment over access.

One operator.

One compounding chief of staff.

A partial brain is worse than no brain.

[YZ @Lysda_eth]

entire FYP is

• AAVE exploit

• CEX listed tokens manipulated

• Vercel compromised

• selfies of hella Chinese girls in HK with #BNB

[YZ @Lysda_eth]

@SuperteamKorea @superteam Gone too fast :(

[YZ @Lysda_eth]

@RuneCrypto_ @travalacom https://t.co/icqINfgYy1

[YZ @Lysda_eth]

@KeetaNetwork Just looking forward to more