BadWolvesRoam 🇦🇺

A Hydra of the metaverse… this one has tentacles

[ellie schnitt @holy_schnitt]

I cannot stop saying “that’s a recession indicator” about everything. lady gaga writing weird pop songs again… recession indicator! serif fonts popular again… recession indicator for SURE

[CoreyCaplan.eth 🦅🏔️ @CoreyCaplan3]

Beras are quite responsible animals

[Kerberus @Kerberus]

Congratulations to @zachxbt. Underappreciated and underpaid

He should run a large company specializing in tracking bad actors and recovering users' funds

The sooner he does it, the better. If no one recruits or starts one with him, we'll go after him once we expand into that

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

@Mozaic_Fi
LFG

[Haotian | CryptoInsight @tmel0211]

“忽如一夜春风来，铁树也能梨花开”，怎么如此短时间像变魔术一样涌现出那么多DeFai项目？ 标准和框架还没整明白呢，又���新一轮的DeFai内卷大战开始了？ 好了，接下来，我从科普视角分享下，DeFai几个大类别的项目到底怎么回事？

1）这两天， @poopmandefi 老哥分享了一个DeFai生态系统项目分布图，在社区内被广泛传播，看评论区还有太多相关项目还没被收录进去。很多人会很焦虑，担心错过一个个财富密码，其实大可不必。

首先，需要说明的是，这其中固然有一部分当下Mindshare不错的AI“新”项目，比如： $AIXBT 、 $BUZZ 、#NEUR 、#GRIFT 、#Cod3x 等，但大部分都是彻头彻尾都散发出“老”味的新面孔。

核心原因就在于他们其中大部分都是借AI Agent新叙事重新被赋予新预期的老项目，一些曾经在DeFi领域做了很多优化体验工作却无人问津的老项目，一些在上一轮VC牵引散户注意力大背景下很难被发掘的老项目。

2）下图中总共有四大分类，我试着一一来解剖下我的理解：

1、AI Abstraction（AI抽象）：顾名思义是一些通过抽象能力，把AI大模型的信息处理能力封装在了用户可直接语义交互的前端产品体验中，用户可以输入一些prompt可以直接在对话框前端中调用交易接口，直接由AI 后端自动化完成交易。

正因为此，这类产品一眼看上去都遭人白眼，因为早期产品交互体验有���大摩擦，比如，用户输入prompt的“模糊性”和AIGC后端处理信息并执行要求的“精确性”需要“容错”机制，要么用户觉得可输入并执行的指令过于简单无法抗衡当前的DeFi体验，要么用户输入了过多高预期的指令，发现程序后台没有精准的执行Solver，处理不了。

但这类产品以新颖的交互模式和一些基础Swap、Staking等问题的解决也能收获一大众用户的信赖。原因在于，其后劲可预期性强。因为用户输入Prompt的方式可以是文字、音频等便符合使用习惯的便利方式，会极大降低使用门槛，同时AIGC后台的处理能力会逐渐封装更多新Solver执行解决方案以完善用户使用体验。

Anyway，这是一种探索新交易范式的尝试，就像Uniswap当年携带AMM Swap交易池范式入市一样，一开始也被抱怨滑点摩擦大。AI Abstraction细分赛道短期看确实很鸡肋，但长期孕育的大的范式转移机会，值得关注。

2、Autonomous Portfolio Management & Yield Optimization（自动化投资组合管理与收益优化）：这类产品是上一轮DeFi市场内卷出来的结果，一大批想在DeFi赛道分得一杯羹的项目从个性化、定制化、垂直细分、专精体验等等角度入手持续耕耘，但还没等到摘胜利果实的时候，DeFi行业却几近荒凉了。

这类DeFi收益优化的策略大多来自团队对链上数据的监控和分析能力，比如交易深度、资金流向、APY波动、滑点预估、价格偏离、套利空间、风险预警等等，根据这些实时链上数据分析，然后拟定一套执行策略，比如仓位资金分配、套利机会捕捉执行、Yield收益预估、单池或组合策略、无常损失管理、清算风险控制等等。

简单而言，这类产品的内核为实时链上数据+交易机会捕捉能力，外加一整套基于智能合约优化出来的自动化分析、执行操作体验升级能力。乍一看，跟AI 有什么关系？ 结合点在于数据分析和策略拟定等可以在交易员的策略训练和微调，跑出一套比人工更高效率的可能性投资机会。

而且，结合AI Agent之后想象空间就更大了，每个人都可以用自己的策略来微调一个个人交易偏好的AI Agent，来自动化帮自己在链上找寻机会并自动化执行交易。让AI Agent成为人的高级交易助手，是一个长期性感且在线的叙事。

3、 Market Analysis or prediction（市场分析和预测）：这类产品作为超强单体AI已经捕获了大部分用户Mindshare，比如， @aixbt_agent 确实以一个顶级KOL的身份成了不少交易员的关键信息获取平台。不过，大家对于只提供交易策略分析的AI Agent认可其实际应用场景能力，但却少了长远想象空间。比如，我的AI Agent是否能监控AIXBT 的消息，自动帮我决策去抄底并套利？等等。

理论上自然可行，事实上，AIXBT等AI Agent完全有可能自主代理托管用户资产，同时基于自身的信息决策，帮助用户进行交易操作，只不过这一步棋还没有走出来而已。仅当前，这类产品用户心智占领速度都这么快，再以流量驱动背后的商业变现能力，想象空间其实并不小。

4、DeFai infrastructure or Platform（基础设施和平台）：这类协议囊括的范围可广了，除了 #ai16z 、#Virtaual 等AI Agent Native的新兴平台外，其他诸如Bittensor、io、Atheir、 @hyperbolic_labs 、Vana、SaharaAI等等大凡和AI 算力、数据、微调等业务沾边的项目业务框架都可以延伸到此。

毕竟，AI Agent要正常运转、数据是石油、算力是电网、推理是变压器、AI Agent为终端等等，它们都是上游提供服务的供应商。

所以，没太多可说的，AI Agent的后半程要蓄力，这类DeFi平台一定会出大力。本来，AI Agent叙事也只是AI Narrative上的最早一环，框架和标准、DeFai、Gamfai、MetAiverse等等焦点叙事都离不开这些AI infra平台。

以上。

虽然我给大家理清楚了一个清晰的DeFai理解视角，但并不意味我不看好，比起当前混乱且叙事难判断的框架和标准“乱纪元”市场，DeFai至少代入了一个更偏AI Agent应用，更能通过体验、PMF产品落地等等一步步看到进展和预期。

这也是当前AI Agent市场热度���虚向实的表现，况且，那么多老物种在旧DeFi时代下找不到机会，在新趋势面前，不正是他们释放潜能的机会吗？

Note：为践行1,000个铁杆粉丝的梦想，连接更多的朋友，我开通了Twitter首页Substack专栏的付费订阅功能，会不定期向付费会员提供AMA公开课，热门话题项目探讨分析等"私享会"、Alpha交流群等。感兴趣的朋友可以订阅支持一下。感恩大家！

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

@stingfarm @berachain Sting 🐻⛓️🐝

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

@sademailman @Mozaic_Fi @berachain Boolish

[Defi_Mochi @defi_mochi]

$vePENDLE' s incentive flywheel is quietly chadding amid Q4's DeFi renaissance:

🔹Daily yield trading volume on @pendle_fi exceeding $150m with 80% of fees being directed to $vePENDLE

🔹Upcoming airdrop including $ENA $ETHFI and $EIGEN to $vePENDLE holders growing massively in value

🔹@pendle_fi surpassing $5B in TVL with rapid ecosystem and partnership growth

You can learn more about the upcoming $vePENDLE airdrop and boros here at

https://t.co/Pzvnna84b8

[Metro Katz @metrokatz]

I've helped several people this week who got drained, all seed phrase / private key compromises from malware or LastPass.

Besides giving them an action plan, my goal is for them to understand this:

YOU ARE YOUR OWN BANK. You must take it seriously.

How? Here you go:

1) Don't store your seed digitally. I shouldn't have to say this, but veterans in the space are still doing it. If you download one malicious file, your seed and private keys can be compromised, and you will never be able to use the wallets from that seed again.

2) Treat your hot wallets as always compromised. You never know when you'll download an infected file that fully compromises them. Only store in them what you're willing to lose.

3) Invest in more than 1 hardware wallet. You must own at least one to store your valuables. Hardware wallets protect you mainly from malware and unauthorized access to your computer/phone (they don't protect you from signing malicious transactions).
I recommend you own 2 or 3 in total for two possible setups. A) 1 hardware wallet for valuables and 1 as a backup in case the other one breaks. B) 1 hardware wallet for valuables that doesn't do "risky" transactions such as approvals, swaps, etc. It only sends and receives assets. 1 hardware wallet that does "risky" transactions, and 1 as a backup in case one of the others breaks.
Which one? I suggest you go for the big brands, aka @Ledger and @Trezor. You don't want to be the cool one who owns the newly hot and experimental hardware wallet. Remember: this is your bank we're talking about. Reliability has to be the #1 priority, and time in the market with no compromises increases reliability. If you go for Ledger, do not buy their shiny new devices. I got one, and the paper ink screen means every transaction I do takes a long waiting time to display in several parts. I recommend their cheapest device, the Nano S Plus.

4) If you transact in crypto on mobile, do it on an iPhone. I don't recommend doing crypto on mobile at all, but if you must, Android's design is much more prone to downloading a file that compromises your hot wallets. Your preference for one over the other doesn't matter; we are talking about your own bank. Would you build your physical bank with plywood or steel walls?

5) Consider purchasing a Mac computer exclusively for crypto. This is annoying for most people, including me, but if you buy a cheap MacBook Air that you only use for crypto and never download things on, you decrease your chances of downloading malware on your computer and wrecking your hot wallets. Mac over Windows because it's less prone to malware/viruses.

6) Protect yourself from malicious or hacked Web3 sites designed to steal your assets with the best security tool @Kerberus Sentinel3. No user losses since January of 2023, 99.9% detection rate, and if we miss, up to $30k in coverage from @fairside. There is no second best.

7) Revoke approvals regularly. Open approvals can rekt your assets even on "trusted" protocols (e.g., Radiant Capital hack). An open approval = an open door for a wallet or contract to take a specific asset from your wallet. In my testing, I found @RevokeCash to be the most reliable.

8) Use @delegatedotxyz where you can. If a project integrates it, you can use a hot wallet to sign on behalf of your hardware wallet.

9) If your seed or private key were compromised and you have valuable staked assets that you can unstake now or in the future, consider hiring a white hat hacker from @flashbots_x to retrieve them for you. There is a possibility that your compromised wallets involve hackers who have bots listening to your wallets' transactions. When they see valuable assets entering your wallet, they immediately drain them. A white hat hacker who knows how to operate your wallet expertly can unstake and move them faster than the attackers. Hiring one is not free and will cost you around 10% of the value of the assets upon successful retrieval.

Feel free to comment or DM me if you'd like me to elaborate on any of these points or if you have other questions on Web3 security.

All of these recommendations are very Web3-oriented, which is my specialty. Would you want the #1 guy working in crypto security today to create a list of Web2-oriented security recommendations? Tag @An7i21 in the comments so he gets to work on them 🔥

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

I got my @auscryptocon tickets! Who else is going?

See you there!

#AusCryptoCon https://t.co/oo4JVt0G9D

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

Congrats to the hard-working @0xCoinshift team on the launch of Coinshift Personal. Excited!!

Coinshift just ushered in our "post-wallet era" (!!) https://t.co/TEHk1pvsCD via @@0xCoinshift

[Coinshift @0xCoinshift]

🔥 Welcome to the post-wallet era: Coinshift Personal is live.

Access RWAs and DeFi with exceptional UX, unmatched perks, and ironclad security.

Early users unlock exclusive rewards, starting today.

Experience the shift https://t.co/LVTUESAI3U

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

@Dami_laurent @Mozaic_Fi @Swaytide27 Love this

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

Interlock
Does it work?

Be careful if you are considering investing.

[Jason Doyle @_jasondoyle]

.@Interlockweb3 claims its ThreatSlayer browser extension protects against scam sites and crypto drainers. But does it deliver? And are their alleged 244k users legit?

With their $ILOCK token sale just days away, here’s what you need to know before investing 🧵👇

[Kerberus @Kerberus]

Kickstart your Web3 security journey with Kerberus

Experience Sentinel3's extensive security coverage against scams, phishing and hacks all within a single extension.

🔥Zero Customer Losses since 01/2023
🔥100% Customer Satisfaction

Get Protected Today 👉 https://t.co/H4AaZlghBa

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

@swellnetworkio making the moves into $BTC LRTFi
Good to see some innovation from the team and the continued persistence paying off
Kudos

[Faro @FaroTrading]

Introducing swBTC! ✨

The first Bitcoin LRT to offer restaking yield from the Ethereum ecosystem, including @Symbioticfi (@eigencloud and @Karak_Network coming soon).

Restake WBTC to earn 3x Black Pearls and Symbiotic Points.

https://t.co/duBPW6oOmJ

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

@Mozaic_Fi Bahahaha

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

#C58A03DBDE
Hey, I just become a citizen of #Micro3 and explore the true power of SocialFi.
Join the NFT revolution with me on #Micro3

https://t.co/96chumUoAS

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

👀👀 yeet.... bring it on

[Faro @FaroTrading]

An unidentified orange object has been sighted in the Swell ecosystem...

[Bantr @Bantr_fun]

Every day is Alpha Day on Intract 🤙

Today on the list is Rabby Wallet - the $25M funded
multi-chain powerhouse that rewards you for using it!

Swap, store, manage - every action earns Rabby points & maximises your #airdrop chances.

https://t.co/y4IbfUe5cu

#AirdropSeason

[superfluid.eth @Superfluid_HQ]

We're thrilled to launch the Superfluid's Genesis NFT Campaign Series on @IntractCampaign 🎉

Dive into a series of engaging quests & campaigns for a closer look at @Superfluid_HQ & its ecosystem 🤝

More details below 👇

[BadWolvesRoam 🇦🇺 @BadWolvesRoam]

@ValhallaFdn @InfiniGods @MAYGnft @burnghostgames @Mintify @GhostLabNFT @NexusLabsGG @theory_research @me_jimmyg @majnoon1 airdrop