Jianming Liu (冷月)

Founding Partner of @definance_x

[Babylon @babylonlabs_io]

Native Bitcoin-backed borrowing is live on Public Testnet with @aave v4.

Powered by Babylon Trustless Bitcoin Vaults, users can post Bitcoin as collateral and borrow without giving up custody, wrapping, or bridging.

This is the latest step in building native Bitcoin-backed credit markets.

[Babylon @babylonlabs_io]

Today we published a temp check on the @aave governance forum: Babylon Trustless BTC Vault Integration on Aave v4.

The temp check proposes two new Aave v4 Spokes to onboard native BTC as collateral via Trustless Bitcoin Vaults and seeks community input.

https://t.co/l4oa3MdXJA

[Babylon @babylonlabs_io]

Today we published SCRIPT - Bitcoin Collateral Risk Assessment Framework.

Bitcoin holders and applications can use SCRIPT to assess the counterparty risks of any Bitcoin collateral solution, including Babylon’s.

The framework consists of six risk categories.

Read more 🧵👇
https://t.co/Ux5w76aEN9

[Babylon Foundation @bbn_foundation]

https://t.co/qJPF2oRk7Z

[Fisher Yu @baby_fisherman]

In my panel at DeFi day today, Aave's VP engineering Emilio @The3D_ mentioned that Bitcoin is kinda RWA to Aave. The partnership with Babylon will prove that Aave V4 can handle any RWA.

Very encouraging to see our thinking converge!

[0G Labs (Home of Infinite AI) @0G_labs]

We’re witnessing the birth of a new economic primitive: liquidity for AI alignment.

When infrastructure value flows as freely as the intelligence it powers, we don’t just accelerate adoption, we fundamentally reshape what’s possible at the intersection of AI and decentralization.

Check out what @ZooFinanceIO is building 👇

[vitalik.eth @VitalikButerin]

Two years ago, I wrote this post on the possible areas that I see for ethereum + AI intersections: https://t.co/y8G3MD5APF

This is a topic that many people are excited about, but where I always worry that we think about the two from completely separate philosophical perspectives.

I am reminded of Toly's recent tweet that I should "work on AGI". I appreciate the compliment, for him to think that I am capable of contributing to such a lofty thing. However, I get this feeling that the frame of "work on AGI" itself contains an error: it is fundamentally undifferentiated, and has the connotation of "do the thing that, if you don't do it, someone else will do anyway two months later; the main difference is that you get to be the one at the top" (though this may not have been Toly's intention). It would be like describing Ethereum as "working in finance" or "working on computing".

To me, Ethereum, and my own view of how our civilization should do AGI, are precisely about choosing a positive direction rather than embracing undifferentiated acceleration of the arrow, and also I think it's actually important to integrate the crypto and AI perspectives.

I want an AI future where:

* We foster human freedom and empowerment (ie. we avoid both humans being relegated to retirement by AIs, and permanently stripped of power by human power structures that become impossible to surpass or escape)
* The world does not blow up (both "classic" superintelligent AI doom, and more chaotic scenarios from various forms of offense outpacing defense, cf. the four defense quadrants from the d/acc posts)

In the long term, this may involve crazy things like humans uploading or merging with AI, for those who want to be able to keep up with highly intelligent entities that can think a million times faster on silicon substrate. In the shorter term, it involves much more "ordinary" ideas, but still ideas that require deep rethinking compared to previous computing paradigms.

So now, my updated view, which definitely focuses on that shorter term, and where Ethereum plays an important role but is only one piece of a bigger puzzle:

# Building tooling to make more trustless and/or private interaction with AIs possible.

This includes:

* Local LLM tooling
* ZK-payment for API calls (so you can call remote models without linking your identity from call to call)
* Ongoing work into cryptographic ways to improve AI privacy
* Client-side verification of cryptographic proofs, TEE attestations, and any other forms of server-side assurance

Basically, the kinds of things we might also build for non-LLM compute (see eg. my ethereum privacy roadmap from a year ago https://t.co/KdsQbpIkF9 ), but for LLM calls as the compute we are protecting.

# Ethereum as an economic layer for AI-related interactions

This includes:

* API calls
* Bots hiring bots
* Security deposits, potentially eventually more complicated contraptions like onchain dispute resolution
* ERC-8004, AI reputation ideas

The goal here is to enable AIs to interact economically, which makes viable more decentralized AI architectures (as opposed to non-economic coordination between AIs that are all designed and run by one organization "in-house"). Economies not for the sake of economies, but to enable more decentralized authority.

# Make the cypherpunk "mountain man" vision a reality

Basically, take the vision that cypherpunk radicals have always dreamed of (don't trust; verify everything), that has been nonviable in reality because humans are never actually going to verify all the code ourselves. Now, we can finally make that vision happen, with LLMs doing the hard parts.

This includes:

* Interacting with ethereum apps without needing third party UIs
* Having a local model propose transactions for you on its own
* Having a local model verify transactions created by dapp UIs
* Local smart contract auditing, and assistance interpreting the meaning of FV proofs provided by others
* Verifying trust models of applications and protocols

# Make much better markets and governance a reality

Prediction and decision markets, decentralized governance, quadratic voting, combinatorial auctions, universal barter economy, and all kinds of constructions are all beautiful in theory, but have been greatly hampered in reality by one big constraint: limits to human attention and decision-making power.

LLMs remove that limitation, and massively scale human judgement. Hence, we can revisit all of those ideas.

These are all things that Ethereum can help to make a reality. They are also ideas that are in the d/acc spirit: enabling decentralized cooperation, and improving defense. We can revisit the best ideas from 2014, and add on top many more new and better ones, and with AI (and ZK) we have a whole new set of tools to make them come to life.

We can describe the above as a 2x2 chart. There's a lot to build!

[Zoo Finance @ZooFinanceIO]

💥Liquidity for @0G_labs A.I. Alignment Nodes are coming soon!

We are launching the Foundation of Next-Gen AI Economics: Liquid DeAI

The 0G AI Alignment LNT Vault is launching on the 0G mainnet imminently. Holders will soon be able to deposit node NFT - Mint v0G - Access Deep Liquidity.

🪄We know all too well: node vesting value should not lie dormant in waiting.

This is not just a product launch — it’s an evolution of the AI economy paradigm. Get ready to embrace a freer, more efficient future.

🎯 Everything is about to be unlocked.

[Babylon @babylonlabs_io]

Today we’re sharing a major milestone for Babylon.

@a16zcrypto is backing the Babylon Project with $15M to support the development and scaling of Babylon's new protocol Trustless Bitcoin Vaults.

The BTCVaults are designed to provide new, functional utility for the BABY token through the token’s intended role in the usage and operation of the BTCVaults.

Read more in @dntse’s blog:
https://t.co/hmg4lRHlqp

[Babylon @babylonlabs_io]

What happens when the world’s largest DeFi lending protocol meets trustless native Bitcoin collateral?

A new era of BTC lending and borrowing, without wrappers, bridges, or custodians.

Babylon and @aave are partnering to build the first native Bitcoin-backed Spoke on Aave V4.

[Zoo Finance @ZooFinanceIO]

Zoo Finance is excited to announce our $8 Million Strategic Round led by @Bitrisecapital_ ,with support from @Signum_Capital, @CertiK ,@topdotco ,@CGVFOF , @CryptomeriaCap and more.

This has brought our total fundraising to $10 Million, with previous support from @cmsholdings , @BigBrainVC , @definance_x , @PragmaVentures , @HGV_official , @YBBCapital, @0xVenturesCap and Aquarius Financials.

[Babylon @babylonlabs_io]

We've completed the first Trustless Vaults experiment.

We successfully borrowed USDC against native BTC on Ethereum Mainnet with @MorphoLabs.

BTC is the largest capital pool in crypto and has been cut off from DeFi.

We solved this. This is a historic moment.

The experiment 👇

[Jianming Liu (冷月) @jianmliu]

Glad to be part of this great journey

[Babylon @babylonlabs_io]

Big things are happening at Babylon!

After activating $10B in Bitcoin through our flagship Trustless Bitcoin Staking Protocol, Babylon is now entering its next phase, unlocking Bitcoin liquidity for DeFi, trustlessly and non-custodially, following the proven multichain strategies of Chainlink and Tether.

Let's deep dive into what this means and what's next for Babylon 👇

[Marshall Chang @marshallzzcc]

Pleasure to pitch @ZooFinanceIO LNT in 🇸🇬 Singapore! The token 2049 trip was a ton of real progress for Zoo Fi, and it was a blast representing @0G_labs ecosystem in the @akindo_io pitch! Glad to grab 🥈among the amazing line up, mainnet coming soon for AI Alignment Nodes!

[Kraken @krakenfx]

#AI3 by @autonomysnet enters post-only mode 👀

AI-native infra meets modular Layer-1

Deposits open: https://t.co/qJtdOIyucD

[Zoo Finance @ZooFinanceIO]

📣Announcing the launch of 🎉 Weekly "Zoo Feeding Hour AMA" – Dedicated to 🦁LNT users and partners! 🎉

Calling all Node NFT holders from @AethirCloud @0G_labs @sophon @ICN_Protocol @reppo @anoma! Your exclusive Weekly AMA is here—packed with insider updates, surprise giveaways, and VIP guests.

🔥 What’s Cooking?
✅ Direct access to core team & project news
✅ Weekly prize draws for NFT role holders
✅ Special guest takeovers (alpha from partners)
✅ Your questions answered LIVE

🎟️ Entry: Everyone
🎁 Prize: Hold our Discord Node NFT Roles
⏰ Aug 14th 2PM UTC (Every Thursday)
📍 Where: Zoo Finance Discord
https://t.co/8vJzXX5lZL

[Babylon @babylonlabs_io]

Trustless Bitcoin vaults:

No bridges. No custodians. Just cryptographic proof and native BTC.

The future of BTCFi is here.

📖 Read the whitepaper:
https://t.co/G88tJ5dGzw

[Babylon @babylonlabs_io]

What if native BTC could power lending, stablecoins, and perps, all without bridges or custodians?

Trustless Bitcoin vaults make it possible.

Here’s how 🧵

[David Tse @dntse]

Two papers tomorrow at SBC back-to-back: 1) trustless Bitcoin vaults, in collaboration with team members at @babylonlabs_io , 2) BitVM bridge, in collaboration with my academic colleagues around the world. The first is a new primitive inspired in part by the trust assumptions limitations of the second. Should be a good session!

[Babylon @babylonlabs_io]

Big announcement. Tomorrow. Live from SBC.

🗓 August 6
🕚 11 AM PST | 2 PM EST | 6 PM UTC
📺 Watch live: https://t.co/LCBCEwWbWp

@dntse will be unveiling the latest Babylon development built from his garage. Yes, literally.

Don’t miss it. 🍿