afox 🦊

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[afox 🦊 @afoxinweb3]

Our AI Agent Yield Seeker is rapidly improving every day 🚀

Just this week it was earning over 11% on USDC 🔥

So I gave the website a little make over, adding this walkthrough video below 👇

Come over to @yieldseekerxyz to make some agent-money 🤖💸

[afox 🦊 @afoxinweb3]

🤖💸 Yield Seeker = AI Agents x DeFi Yield

We believe in a future where everyone will have their own personalised AI investment managers

So we decided to build that future right now ⏳🔮

Follow below to learn more about @yieldseekerxyz

🧵

[afox 🦊 @afoxinweb3]

@Cointelegraph congrats!

[afox 🦊 @afoxinweb3]

@bondoncredit @AIBC_World congrats!

we're on this journey together

agentifying the future of DeFi and finance as a whole

[afox 🦊 @afoxinweb3]

@ethena @coinbase congrats!!

[afox 🦊 @afoxinweb3]

Microsoft's now joined the battlefield of frontier AI models

[Mustafa Suleyman @mustafasuleyman]

Super excited to announce seven new world-class MAI models today. They represent what we consider a new era in AI designed to keep you in control and on the frontier.
First is our text foundation model, MAI-Thinking-1, exceptionally strong on reasoning and SWE tasks.
- It’s a 35B active parameter MoE with a 256K context window. Independent human raters on Surge prefer it for overall quality in blind side-by-sides versus Sonnet 4.6, and it’s achieved 97% on AIME 2025, the key measure of its general-purpose reasoning abilities.
- It's at 53% on SWE Bench Pro, placing it right alongside Opus 4.6 on one of the toughest coding benchmarks.
- And since we co-designed our models with our own silicon, MAI-Thinking-1 is optimized on our MAIA 200 chip. Benchmarking head-to-head against the GB200, we see 30% better performance per dollar as well as a 1.4x performance-per-watt gain when running our MAI models on the MAIA 200 end-to-end.

Next is MAI-Image-2.5 and its Flash variant. Two super strong models now at #2 on the leaderboards, surpassing the score of Nano Banana 2 on image editing.

Last for now is MAI-Code-1-Flash, our new inference efficient coding model, especially tuned for VS Code and GitHub Copilot CLI.
- Code-1-Flash achieves 51% on SWE Bench Pro, despite having just 5B parameters, putting it closer to Haiku in size but cheaper in cost.

All of this is the foundation for Microsoft Frontier Tuning. It lets you customize our models to create custom, company-specific agents that only you control. You can make our model, your model. Your data. Your agents. Your moat.

Early adopters are already seeing a difference. When we tuned our models for McKinsey’s tasks, MAI delivered the highest win rate, outperforming GPT-5.5 on quality, while being 10x lower on cost.

Also really excited to be collaborating with the amazing team at Mayo Clinic to jointly train a new frontier AI model for healthcare.

Our announcements today mark another milestone on the road to humanist superintelligence. You can learn more and about our other new models in our latest blog: https://t.co/v65eop5Ixq

[afox 🦊 @afoxinweb3]

@brian_armstrong banks vs crypto

this was predicted from the start

[afox 🦊 @afoxinweb3]

Love this.

Ultimately entrepreneurship is about being true to your interests & strengths and playing the long-game

[Garry Tan @garrytan]

Be your self, not someone you were assigned to be!

Bezos won on time horizon, not AWS or 1-Click.

If your bets have to work in 3 years, you compete with everyone. Every smart, funded team is chasing the same 3-year problems. Short horizon, crowded field.

Stretch to 7 and the field collapses. Investors want returns, employees want vesting, founders want proof. Almost nobody can sit in a bet that doesn't pay for most of a decade. The patience is the moat, and it costs you, that's why it works.

But you can't fake a 7-year horizon on a problem you don't actually care about. Pick the users and the problem Moloch assigned you, the safe ones, the fundable ones, and you'll bail the first hard year. Pick the ones that are actually yours and you'll still be there when everyone else has quit.

So the real prerequisite isn't discipline. It's knowing yourself well enough to choose a problem and a set of people you care about that you'll serve them for decades.

[afox 🦊 @afoxinweb3]

@brian_armstrong resilience - don't give up on what you know you can achieve

[afox 🦊 @afoxinweb3]

@goatv_bk amen

[afox 🦊 @afoxinweb3]

TLDR: ETH is the asset that secures the Billions of value that Ethereum holds onchain, so that's it's obviously valuable and it's value will grow with more value that Ethereum holds!

Honestly this analysis makes a lot of sense.

But as you aptly put, how long will it take for the market to agree with this?

And also will Ethereum continue to be king of the smart-contract blockchains - I think it will but it's not a certainty

[afox 🦊 @afoxinweb3]

DeFi will win

The current take that DeFi's going to suffer because of AI isn't very logical

The same tools can be used by both sides, protocols and smart contracts will become more secure faster with AI's help

That's not to say that there won't be bumps along the way

[Stani @StaniKulechov]

Not a good take.

DeFi infra today is materially more resilient than in prior cycles (partially also thanks to AI).

Also DeFi has improved across the board over the years:

- better risk engines + lending market structures
- formal verification, audits, bug bounties
- better cap management, oracle improvements
- automated monitoring and security operations inc. circuit breakers
- far better tooling for smart contract security (including AI-assisted analysis)

Ironically, a lot of the remaining attack surface now comes from web2-type opsec, which is why many DeFi teams are investing heavily into better processes (inc. SOC2-based), infra hardening, and internal controls.

DeFi is constantly evolving, but pretending the industry hasn’t matured significantly or that AI is only a net negative for DeFi security is simply not true. The same AI capabilities attackers use are also increasingly used by security researchers, auditors, and whitehats to strengthen protocols.

DeFi Will Win.

[afox 🦊 @afoxinweb3]

@goatv_bk @Zyfai_ perfect

[afox 🦊 @afoxinweb3]

@Zeneca dope!

[afox 🦊 @afoxinweb3]

@AztecLabs_ @ZKPassport congrats to the Obsidion team!

[afox 🦊 @afoxinweb3]

@maraoz team human!

[afox 🦊 @afoxinweb3]

@RyanSAdams @TrustlessState if Ethereum can maintain its dominant position as *the* smart contract platform as TradFi comes onchain, then it's definitely just a time thing as you're saying Ryan

however if it loses space to the alternatives, then I think David will be right

[afox 🦊 @afoxinweb3]

I half agree with this

Ethereum is definitely a giver more than a taker, and in the past ~5 years it's definitely struggled to accrue value to ETH

A few years ago I did lose faith in the short-to-mid term value accrual to ETH asset

But I think we still need more time before we can write it off entirely in the long-run

Assuming crypto/DeFi continues to grow and Ethereum continues to be the dominant smart contract platform

Then I think inevitably ETH will head upwards again

And we're in the exact moment where TradFi is beginning to come onchain

The challenge now is whether for any reason Ethereum will lose the crown as the dominant smart contract platform, if so then things will certainly change

[afox 🦊 @afoxinweb3]

@TrustlessState reading this now!

[afox 🦊 @afoxinweb3]

@TrustlessState the motto's "don't die" so I'm going to go with no!

[afox 🦊 @afoxinweb3]

@votesa great write up!

[afox 🦊 @afoxinweb3]

@0xDeployer wow congrats