Stan Chen

Defi/Tokenomics Researcher

[Stan Chen @StanCXW]

@1999_eth 缓存怎么算呢，号池的话本身计算缓存吗

[Stan Chen @StanCXW]

💡 AI模型迭代速度越来越快，开发者面临的选择也越来越多。

与其纠结用哪个模型，不如关注如何构建更灵活的应用架构。

@theAnyInt #AI #DeveloperTools

[Stan Chen @StanCXW]

🤖 AI模型更新越来越快，从GPT-4o到Claude 3.5再到Gemini 2.5...

作为开发者，你是不是也在头疼：
• 每个模型API都不一样
• 迁移成本太高
• 不知道哪个模型最适合

AnyInt 让这一切变得简单 —— 一个API调用所有主流模型，随时切换对比。

#AI #DeveloperTools #AnyInt #LLM

[Chris Dixon @cdixon]

We’re excited to share our 2025 State of Crypto report.

This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity.

Read the full report → https://t.co/P3gzQphOEx

Here are the biggest trends of 2025…

[CM @chenmo]

最近出现的AI投毒问题，侧面说明了 AI可验证性 的需求，特别是当AI进入关键决策和敏感区域，这个需求更加明显，也是天然适合Crypto的一条线。

AI 投毒主要发生在训练数据或模型层面：攻击者注入恶意数据，导致模型输出错误或有害结果，这与AI幻觉明显不同，它可能是被控制的或有恶意指向的。

Crypto提供的可验证方案，比如EigenCloud，通常是确保推理过程是确定性的，并生成证明。用户可以重新执行推理，验证输出是否符合预期模型和输入。虽然不能直接从上游阻止投毒，但它能通过验证的方式很好的降低伤害。这是目前逻辑最自洽的AI+Crypto故事。

[Joshua Xu @joshua_xu_]

https://t.co/mw9vAVpEuG

[Comet @comet]

A more personalized search experience.

No blue links.
No ads.
No SEO slop.

[TradeOS @TradeOS_ai]

When Trust meet AI Autonomous trading? --- TradeOS is setting up the new norm for you to secure pay AI "Blackbox" 🤖💡

Check out how TradeOS infra is used by @theSightAI now! -- A leading Googler-based FHE AI research project, backed by Babylon & Vana.

In the AI Commerce space, AI enables smart and fully automated transactions 🌐✨ However, due to limitations of LLM, hallucinations may occur— producing false, inaccurate, or unverified information that could lead to erroneous trades. ⚠️🔍 Not to mention that centralized AI may RUG PULL.

Through our collaboration with SightAI, AI has achieved automated demand generation for purchases 💰 TradeOS mitigates these risks by validating AI outputs using TEE-TLS technology, verify the AI's outcome before your money got paid out 🔒 -- ensuring your money safety and transaction accuracy. 🛡 ✅

[SaitoAI @theSaitoAI]

Unlock Hidden Memecoin Gems with Saito's Memecoin Discovery Agent 💎

Tired of missing out on the next big memecoin? Let Saito AI do the heavy lifting! Our Memecoin Discovery Agent uses cutting-edge data analytics to spot emerging memecoins early by analyzing both on-chain activity and social sentiment.

🔍 Key Features:
Early detection of trending memecoins
Data-driven insights to identify market-moving potential
Real-time tracking of on-chain and social activity

[SaitoAI @theSaitoAI]

Saito AI: Revolutionizing Web3 with Intelligent Multi-Agent Systems
In the rapidly evolving landscape of Web3 and AI, automation and intelligence are no longer luxuries—they are necessities. Saito AI is at the forefront of this transformation, bringing a new paradigm of AI-driven multi-agent collaboration that simplifies Web3 interactions, optimizes DeFi strategies, and enhances user productivity.
By leveraging AI agents that specialize in different domains, Saito AI provides an orchestrated intelligence system capable of handling complex tasks in the decentralized world. Whether you’re a crypto enthusiast searching for the next big memecoin, a DeFi investor maximizing yield, or a professional automating workflows, Saito AI is designed to empower your decisions and streamline your interactions.

[SaitoAI @theSaitoAI]

✨ Meet Saito AI: Your Intelligent Orchestrator for a Smarter World ✨

What is Saito?
Saito AI is a cutting-edge multi-agent system designed to simplify complex tasks across diverse scenarios. From blockchain innovations to productivity automation, Saito is your trusted partner in efficiency.

How does it work?
Saito brings together specialized AI agents that collaborate seamlessly to achieve your goals:
🔍 Memecoin Discovery Agent: Identify early-stage memecoins with robust on-chain and social analytics.
💰 DeFi Strategy Optimizer: Maximize returns with automated strategies for staking, liquidity pool farming, yield farming, and more.
📅 Productivity Agent: Automate tasks like scheduling meetings, generating summaries, and tracking important tasks.

What have we built so far?

Memecoin Discovery Agent: Powered by data-driven insights, this agent helps users uncover potential memecoin gems early.
DeFi Strategy Optimizer: Leverages real-time analytics to enhance staking, farming, and yield-maximizing strategies across multiple DeFi protocols.
Productivity Agent: Streamlines your daily workflows by handling scheduling, summaries, and task tracking.
What’s next?
🌐 Expanding Agent Capabilities: Building agents for financial planning, personal assistant tasks, and even cross-platform integrations.
🚀 Creating a Truly Adaptable AI Ecosystem: Evolving with your needs, ensuring that Saito AI continuously grows and optimizes your productivity.

At Saito AI, we believe in creating a collaborative AI system that empowers users to achieve more, save time, and unlock new opportunities across blockchain, DeFi, and beyond.

[Ethereum Foundation @ethereumfndn]

1/ The Ethereum Foundation is thrilled to welcome Hsiao-Wei Wang and Tomasz Stanczak as co-Executive Directors. This new leadership structure marks an exciting new chapter in the Foundation's evolution as we continue to support a growing Ethereum ecosystem.

🧵

[Haotian | CryptoInsight @tmel0211]

看到 @shawmakesmagic 转推了一个基于ELIZA做全链环境适配的 focEliza项目介绍，直觉告诉我，#ELIZA 的生态又要进一步Bull Run了。那么，#focEliza 到底要做什么？ 它新提出的TEE+ELIZA、DA +ELIZA能成为ELIZA框架“链化”的必需吗？

focEliza（Fully-on chain ELIZA）是一个为全链AI Agent设计的ELIZA插件集合，与ELIZA完全兼容，核心要解决AI Agent可信通信以及后续AI Agent数据Memory永久存储的问题。

因为当前的ELIZA标准框架只是衔接LLM大模型和Discord、Twitter等社交平台的“连接器”，只解决了开发者快速部署AI Agent的需求，并没有做“链化”的设计。如果我们想让AI Agent具备自主保管私钥、自主签名交易和链交互呢？ 就会发现，ELIZA已有框架功能远远无法支撑这一点。

为实现这一功能延展，focEliza就针对此提出了两个核心Feature：

1）TEE +ELIZA，原先AI Agent要做链上交互背后其实有操控的人，Agent无法自主管理私钥，又很难自主判断何时签名交易，要如何做到让AI Agent的签名背后没有人的控制呢？ 解决方案就是 TEE（可信执行环境）；

我在之前多篇文章中介绍过，TEE是在硬件层面隔离扩展出来的一个安全飞地Enclave环境，可以封闭处理数据，保证隐私性。其应用逻辑是“可用不可见”，意味着计算机可以处理应用TEE中的数据，但又看不到当中的数据。如果我们让AI Agent把私钥生成后放在TEE环境中呢？就可以解决AI Agent可独立生成、托管并应用私钥的问题。

前期如果AI Agent发布主体对AI的决策能力不放心，还可以用TEE来进行多签处理，让人和AI Agent共同管理私钥，这样一些重大的行为触发就可确保纳入AI自身的判断，总比背后完全是人控制要放心很多。

试想，如果focEliza的能解决资产端托管可信的问题，意味着和链交互时，链可以直接验证AI Agent发出的签名交易是来自Agent自身，链层面的Verifiable能力可以记录每一次TEE的使用日志，这样就可确保focEliza框架在和链交互时具备去中心化处理资产的能力，对on top上延展的AI基金管理、AI 彩票池游戏、AI代托管意图交易等等落地场景都是一大利好。

2）DA +ELIZA，上边所说TEE的纳入可解决链上可验证交易的问题，focEliza还要解决AI Agent Memory存储可信的问题。

逻辑其实也很简单，AI Agent每一次工作输入和输出都要有上下文信息，只有这样过才会避免重复的信息推送，才会体现它的智能化特性。现在上下文信息更多存储在本地的数据库中，如果数据库异常关闭或人为篡改都可能导致AI Agent工作异常，若知识信息文本对话处理还无所谓，但一旦涉及到“交易”问题，任何一次数据库篡改都可能导致AI Agent带来不可逆的损失。

focEliza目标要延展原本链上Data Avaliablity（DA）的特性，构建一个链上DA层框架，为AI Agent的memory数据存储、调用、验证等提供一套去中心化的全链链上交互解决方案。

试想，当以后的链上存储的内容，都成为Agent必要的上下文信息，Agent将在链上实现“永生”，这背后的想象空间有多大可想而知。

总之，focEliza的出现会加速ELIZA生态的进一步“链化”升级，实际意义上带动AI Agent+ Crypto的融合，不过尚且不清楚focEliza和原本ELIZA框架在Tokenomics等方向是不是有整合的机会，或许要成为ai16z全家桶新成员？或者会来一次类“The DAO”级别的ELIZA社区硬分叉？一切都未可知，一切都值得期待憧憬！

Anyway，锁定框架标准方向的创新机会，去挖掘有趣创新背后的价值Capture逻辑，没准下一次大的机会就孕育在其中。

Note：大家觉得文章有用烦请“一键三连”支持为谢，认可我持续干货内容输的朋友，可以Follow一下，也可访问我推特首页点击Substack专栏订阅一下（目前还免费），更多深度专业的投研和分析内容，尤其是不适宜在推特公开分享的内容，会在那里看到。

[Mike Silagadze🛡 @MikeSilagadze]

Cardinal sins of crypto VCs:

1. The multiple first-meetings:
You meet with a partner or associate. The meeting goes well. They book another call with one of the other partners. The next call the partner has no idea who you are, wasn’t briefed, hasn’t read the notes, so you have another first meeting.
Bonus points if this happens three or more times.

2. The rug pull
A partner reaches out, heard you were raising, asks for a meeting. At the meeting the partner doesn’t show, sends associate instead.
Bonus if this happens across multiple raises.

3. The anon
You get an intro to a VC, they seem excited. Book a meeting. On the video call the VC is anon, with a f*cking Wassie pfp.
Love having anon money on the cap table, I hear those investors are least crazy and most helpful.

4. The ghosting
You meet with the VC multiple times, they ask a bunch of follow up questions. Ask for more data, financials, roadmap. Then suddenly nothing. Spoooooky.

4. The option
You spend two weeks on meetings with a fund, answering questions and diligencing. Then you hear nothing for a while and you think you’ve got yourself a ghosting.
Suddenly you get a “how’s the round coming along? Let’s jump on another call.” After the call, nothing again.
Repeat a few more times.
Ghosting? Nope, just farming a free option.

5. The bragging
Thirty minute call with a partner. Spends 25 minutes talking about himself.

6. The farming
Fund takes a meeting. Digs deep into the strategy, tech stack, analytics. Ghosts.
A week later announces a round into a competitor.
You’ve been farmed!

7. The derangement
Thirty seconds into the meeting you’re pretty sure the VC is on stimulants. Things go downhill as they get increasingly belligerent and argue with everything you say.
Wraps up with “let me know how I can be helpful”

8. The side quest
The partner doesn’t understand anything about what you’re building. Spends the entire meeting convincing you to build a completely different business.
Bonus points if they actually convince you.

9. The sage
You hop on a call with a 22 year old associate. His experience consists of a 3 month internship at Goldman and losing his bonus gambling on meme coins. He spends the meeting pontificating and giving you advice.
getoffmylawn.jpeg

Ok that’s enough for now.

We saw every one of these and more during our seed and A round!

[Stan Chen @StanCXW]

@bangvape011 @saylor
@elonmusk
@cz_binance bc1ph890c2a54jruwu66h8tp0zz7juu8rpfl8zgpwumqv4epqk4uxmxshpsk2y

[Stephen | DeFi Dojo @phtevenstrong]

This is a wakeup call.

Our political rhetoric is too extreme.

The average Joe can't tell the difference between exaggerated campaign propaganda and truth.

As a result:
Millions of Americans actually believe Trump will end Democracy.

Millions of Americans actually believe Democrats are trying to usher in a new era of Bolsheviks and Communists.

And if either of those statements were true, violence would be a reasonable response.

But they aren't true.

We need to walk away from the ledge or else we'll see more actual political violence. And that's how those who would oppose us win.

Thank God Trump was spared today. This gives our country a second chance at re-evaluating our rhetoric and re-uniting under a shared love of country.

This may sound counter-intuitive, but today has opened my heart more than ever to my bleeding-heart liberal friends. We need to find common ground, and soon.

That's the one thing we can't compromise on.

[Stan Chen @StanCXW]

@wangduanniao 现在是不是挖到的暂时还不能提

[Stan Chen @StanCXW]

@4xEPIC LOL

[Stan Chen @StanCXW]

@EmberCN 卖币利润还要交税，不如抵押套现直接离场，wonderful！

[Stan Chen @StanCXW]

appreciate for that, 的确好用简单直接，节省大量spreadsheet的计算时间

[Labrin @quant_sheep]

(1/n)🧵👇
Some friends say that the YT on @pendle_fi is almost worthless, so why buy it? This is a misunderstanding. Here’s a brief explanation:

When the implied APY (Annual Percentage Yield) is fixed, the YT price tends to decrease linearly over time. 👏