Broad adoption in DeFi, tokenized assets, payments, NFTs, stablecoins, gaming, and fractional ownership could collectively drive Bitcoin rails to $100 billion+ valuations if these segments achieve mainstream scale and integration with Bitcoin’s secure base layer and scaling infrastructure.
These segments represent emerging and high-growth areas where Bitcoin’s secure blockchain and expanding programmability via Runes, BRC-20, and Ordinals could unlock substantial new economic value.
Most AI conversations are about capability. What the model can do.
The more important conversation is about governance. What the system refuses to do. How it decides. Who stays in control.
There's a structural gap in most autonomous AI builds: the discovery layer and the execution layer get treated as one thing. They're not. One finds opportunity. The other commits consequence. Collapsing them is where systems fail.
The builders getting this right write the rules before they build the agents. A hard rule written before deployment is a constraint. The same rule written after an incident is a patch.
The real architecture looks like layers; intelligence, validation, execution, oversight, where each layer checks the one below it. That's not a limitation on capability.
That's what makes capability trustworthy.
AI isn't a feature you add. It's an architecture you earn.
This is what I'm building. More soon.
The new Wayfinder is here
Shells: your agent-powered cockpit for onchain markets
Autonomous strategies & scheduled jobs keep your portfolio cooking while you live your life
Extend with Paths—community plugins that push you from idea to outcome, secured by $PROMPT
Live now 🧵
$3.6 billion lost to smart contract exploits since 2020.
Every single one could have been caught by an automated auditor. The tools exist. The problem is the infrastructure to deploy them autonomously didn't.
Traditional audits cost $50,000 and take 6 weeks. That works for a DAO raising $100M. It doesn't work for an AI agent executing a $5 trade in 500 milliseconds.
And that's the real problem nobody is talking about.
AI agents are about to manage serious capital onchain. They'll interact with thousands of smart contracts; DEXs, lending protocols, bridges, vaults. Right now they do it blindly. There's no programmatic way for an agent to verify a contract is safe before deploying funds. No on-chain audit trail it can read. No service it can hire autonomously.
The audit industry was built for humans. PDFs, manual review cycles, Telegram groups. None of that is consumable by a machine.
So we built ArcAuditAgent.
Any autonomous agent with an Arc wallet can hire it. Pay 1 $USDC. Get back a structured vulnerability report; scored, machine-readable, committed to the blockchain. The agent reads the result, evaluates the score, and decides. No human in the loop. No 6-week wait. Under one second.
The $3.6 billion wasn't inevitable. It was an infrastructure gap.
We're closing it.
🔗 https://t.co/o78ai96vR6
💻 https://t.co/dndWSkxuvO
@circle@AnthropicAI@arc
#Arc #AIAgents #SmartContracts #BuildOnArc
$3.6 billion lost to smart contract exploits since 2020.
Every single one could have been caught by an automated auditor. The tools exist. The problem is the infrastructure to deploy them autonomously didn't.
Traditional audits cost $50,000 and take 6 weeks. That works for a DAO raising $100M. It doesn't work for an AI agent executing a $5 trade in 500 milliseconds.
And that's the real problem nobody is talking about.
AI agents are about to manage serious capital onchain. They'll interact with thousands of smart contracts; DEXs, lending protocols, bridges, vaults. Right now they do it blindly. There's no programmatic way for an agent to verify a contract is safe before deploying funds. No on-chain audit trail it can read. No service it can hire autonomously.
The audit industry was built for humans. PDFs, manual review cycles, Telegram groups. None of that is consumable by a machine.
So we built ArcAuditAgent.
Any autonomous agent with an Arc wallet can hire it. Pay 1 $USDC. Get back a structured vulnerability report; scored, machine-readable, committed to the blockchain. The agent reads the result, evaluates the score, and decides. No human in the loop. No 6-week wait. Under one second.
The $3.6 billion wasn't inevitable. It was an infrastructure gap.
We're closing it.
🔗 https://t.co/o78ai96vR6
💻 https://t.co/dndWSkxuvO
@circle@AnthropicAI@arc
#Arc #AIAgents #SmartContracts #BuildOnArc
Hey @tydrohq team, I built a lending simulator for your protocol as part of Ink Arcade, a DeFi learning platform on Ink mainnet.
Players supply collateral, borrow against it, and simulate a price drop, all as real on-chain transactions. The result screen links directly to Tydro.
Live now: https://t.co/vWN3kIj24h (Tydro tab)
Would love a quote tweet or Discord mention if you think it's useful for onboarding new users. Happy to add a branded question category i.e. 'Tydro presents: Lending & Borrowing' if that's of interest.
Hey @nadoHQ team, I built a perp simulator for your protocol as part of Ink Arcade, a DeFi learning platform on Ink mainnet.
Players open a leveraged long or short, guess their liquidation price, and resolve the position, all as real on-chain transactions. The result screen links directly to Nado.
Live now: https://t.co/vWN3kIiueJ (Nado tab)
Would love a quote tweet if you think it's useful for onboarding new traders. Happy to add a branded question category 'Nado presents: Perpetual Trading' if that's of interest.
1/
I built a DeFi education platform on @inkonchain mainnet.
Three games. Three verified contracts. Every action is a real on-chain tx.
Here's what it does and why I built it.
---
2/
The problem: most new users bridge to Ink and have no idea what to do next.
Lending, perps, LPs, the concepts are unfamiliar. The UX is unfamiliar. They leave.
Ink Arcade is the on-ramp before the on-ramp.
---
3/
Game 1: DeFi Trivia
25 questions covering Ink basics, DeFi fundamentals, and the ecosystem AMMs, flash loans, MEV, oracles, kBTC, INK token, Velodrome, Tydro, Nado.
Every answer is written to chain. Per-wallet scoring. Each question answerable once per wallet.
---
4/
Game 2: Nado Perp Simulator
Open a leveraged long or short. Guess your liquidation price. See your PnL, funding cost, and whether you'd survive, all resolved on-chain.
5 market scenarios. Built around @nadoHQ mechanics.
CTA after result: try real perps on Nado.
---
5/
Game 3: Tydro Lending Simulator
Supply collateral. Borrow against it. Simulate a price drop. See if your health factor survives.
Live health factor preview. Real liquidation math. Plain English throughout.
Built around @tydrohq mechanics. CTA after result: try real lending on Tydro.
---
6/
The funnel:
Learn → Simulate → Do
Users leave each game with a CTA to the real protocol. Warm leads, not cold drops. That's the whole idea.
---
7/
All three contracts are verified on Blockscout.
Chain ID 57073. Solidity 0.8.20 + Foundry.
Play it: https://t.co/vWN3kIj24h
Code: https://t.co/eCtnUmduie
1/
I built a DeFi education platform on @inkonchain mainnet.
Three games. Three verified contracts. Every action is a real on-chain tx.
Here's what it does and why I built it.
---
2/
The problem: most new users bridge to Ink and have no idea what to do next.
Lending, perps, LPs, the concepts are unfamiliar. The UX is unfamiliar. They leave.
Ink Arcade is the on-ramp before the on-ramp.
---
3/
Game 1: DeFi Trivia
25 questions covering Ink basics, DeFi fundamentals, and the ecosystem AMMs, flash loans, MEV, oracles, kBTC, INK token, Velodrome, Tydro, Nado.
Every answer is written to chain. Per-wallet scoring. Each question answerable once per wallet.
---
4/
Game 2: Nado Perp Simulator
Open a leveraged long or short. Guess your liquidation price. See your PnL, funding cost, and whether you'd survive, all resolved on-chain.
5 market scenarios. Built around @nadoHQ mechanics.
CTA after result: try real perps on Nado.
---
5/
Game 3: Tydro Lending Simulator
Supply collateral. Borrow against it. Simulate a price drop. See if your health factor survives.
Live health factor preview. Real liquidation math. Plain English throughout.
Built around @tydrohq mechanics. CTA after result: try real lending on Tydro.
---
6/
The funnel:
Learn → Simulate → Do
Users leave each game with a CTA to the real protocol. Warm leads, not cold drops. That's the whole idea.
---
7/
All three contracts are verified on Blockscout.
Chain ID 57073. Solidity 0.8.20 + Foundry.
Play it: https://t.co/vWN3kIj24h
Code: https://t.co/eCtnUmduie
Hey @nadoHQ team, I built a perp simulator for your protocol as part of Ink Arcade, a DeFi learning platform on Ink mainnet.
Players open a leveraged long or short, guess their liquidation price, and resolve the position, all as real on-chain transactions. The result screen links directly to Nado.
Live now: https://t.co/vWN3kIiueJ (Nado tab)
Would love a quote tweet if you think it's useful for onboarding new traders. Happy to add a branded question category 'Nado presents: Perpetual Trading' if that's of interest.
Hey @tydrohq team, I built a lending simulator for your protocol as part of Ink Arcade, a DeFi learning platform on Ink mainnet.
Players supply collateral, borrow against it, and simulate a price drop, all as real on-chain transactions. The result screen links directly to Tydro.
Live now: https://t.co/vWN3kIj24h (Tydro tab)
Would love a quote tweet or Discord mention if you think it's useful for onboarding new users. Happy to add a branded question category i.e. 'Tydro presents: Lending & Borrowing' if that's of interest.
thank you jesse 🙏🧡
from minting day 1 basepaint canvases to base camp to ai agents with wallets launching coins in 2024 to grok has money in 2025 to tokenizing productive rwas in 2026
the ppl here friendships made and what i’ve learned from them is beyond what i could have imagined
basecamp was defining moment for me bc it brought together so many ecosystem builders many of which first time together irl
huge impact
i hope we do it again 🙏
it's been very cool watching @MLeeJr launch @lienfiapp and run a very effective GTM to get it off the ground as an early stage product
i've known him through base ecosystem for a while. he's always been a hustler and a strong positive voice and for most of the last year he's been mostly focused on memes (did you know grok has money?)
watching him take the learnings from that community+belief building work and apply it to a product has been awesome to see.
may we have many more people who start in the trenches and grow into building products that change the world (and vice versa).
omg shut the fuck up with your utility
most of our projects have been live for a few weeks / months, we're still figuring out shit
the utility is you get to invest at a ridiculously low valuation for a next level tech, thats literally how seed rounds works, you dont expect your investment to generate returns in two weeks.
i'm not asking you to lock up your token for 4 years & wait, but please at least be patient & understand that good things take time. you'll be rewarded.