Lucas OpenPad AI | VC

On The Flow
Sarcasm oriented
Love 🎲🍸

[0xJeff @0xJeff]

Web3 AI Verticals

- Trading & Alpha Tools
- Execution Tools
- Financial agents
- Web3 workflow builders
- Consumer applications
- AI Companion
- Gaming
- Data (intelligence tools, labeling, scraping, ownership, privacy, synthetic)
- Decentralized Training
- Federated Learning
- Verifiability
- Compute
- Storage
- Darwinian AI
- Inference Network
- Art
- Video
- Prediction
- Marketplace (Agent, Model)
- Distribution Network (Launchpad)
- Payments
- AI-Centric L1s
- Robotics
- AI Agent framework
- IP Monetization
- Proof of Human

Pick your poison

[BNB Chain @BNBCHAIN]

Congrats to @Openpad_io—ranked #2 among AI dApps on BNB Chain’s DappBay! 👏

https://t.co/fCUbiXV57A

[Naval @naval]

It’s going to take time to transition the world to a decentralized financial system.

Judging by market cap, we’re less than 5% of the way there.

[KenZ萝卜哥 @kenzhou135]

https://t.co/9IFawGmCun

[RootData | We're Hiring @RootDataCrypto]

🚀🎉Hot projects in the last 24H🔥

1️⃣ #Movement @movementlabsxyz
2️⃣ #Balance @BalanceWeb3
3️⃣ #XION @burnt_xion
4️⃣ #Hyperliquid @HyperliquidX
5️⃣ #Magic Eden @MagicEden
6️⃣ #OpenPad @Openpad_io
7️⃣ #Perennial @perenniallabs
8️⃣ #vana @withvana
9️⃣ #Aleo @AleoHQ
🔟 #FLock @flock_io
👀➡️ https://t.co/o3BXxa2YpI

[vitalik.eth @VitalikButerin]

The kinds of applications that I want to see are applications that are (i) useful in a sustainable way, and (ii) don't sacrifice on the principles (permissionlessness, decentralization, etc)

I think DEXes are great, and I use them every week.

I think decentralized stablecoins (eg. RAI) are great.

I think polymarket is great.

I think USDC is less great than RAI, but as a practical matter we simply have to respect that it's incredibly convenient and lots of people use it. It's incredibly useful for me personally when doing international donations, way more convenient than banking. We are here to try to make the global economy and society more open and free, and people in emerging markets using stablecoins to freely transact is a real live use case that's happening everywhere. USDC on ethereum is also far better than account-to-account transfers inside centralized exchanges, which also happens a lot. If we get lots of people using USDC, that creates a situation where it becomes easier for people to move to other more decentralized stablecoins too.

Things that I *don't* respect, are basically things whose attractiveness comes from some temporary source that has no sustainability, eg. I felt no excitement toward the 2021-era liquidity farming craze, because it was obvious that it came from token issuances that are fundamentally temporary.

If people tell me "you can get good yield by parking your coins here", my question always is, "where does the yield come from?". Who are the people on the other side of the transaction, who are paying the yield? In those cases where there is a specific answer to the question, that there is a good reason to believe will remain true in 5 years, then I am absolutely excited about it.

[Tommy @Shaughnessy119]

Crypto x AI Flowchart

I wanted to share my mental model of the Crypto x AI landscape

Long term I think Crypto x AI wins because the most powerful technology of our generation can be owned, governed and iterated by an incentivized global community vs a centralized black box

[EXVERSE @exverse_io]

⚡️ $EXVG Staking Is Live!
👉 https://t.co/d6rMvOxmyS

➡️Limited spots are available!

⚙️ Staking rewards in $EXVG #Exverse
⚙️ Early access to special NFT drops

🤝 Tech backed by @decubate, audited by @CertiK.

[Xeno @XenoMarshland]

Launchpad and Infra season is upon us. With this sector boiling over @MarshlandGroup is proud to support today's TGE @OrdifyWorld and write this thread of how they are uniquely positioned to drive the #Bitcoin ecosystem to the next level.

[Historic Vids @historyinmemes]

This man is now worth around $140 billion.

[CoinFello @CoinFello]

Good move, @EpicGames 🤝

@ESRBRatings is making itself less relevant through trying to de-platform game developers.

[Lucas OpenPad AI | VC @lucas0xeth]

@muninn @Qullamaggie Loke

[DeGods @DeGodsNFT]

DeGods will officially bridge to Ethereum in Q1 of 2023.

The bridge is not the destination.

It is on the path to get there.

[Lucas OpenPad AI | VC @lucas0xeth]

@justinsuntron @binance 😂

[Aleksandra Huk @HukAleksandra]

I would like to withdraw £20,000

Bank: What’s it for?

None of your business, it’s my money

Bank: We might not be able to let you withdraw it, if you won’t tell us what’s it for

(If you need permission to withdraw your own money, it’s NOT YOUR money anymore)

[Jon Lai @Tocelot]

we're entering a new era in AI-first game creation ☀️

up to now AAA games like Red Dead Redemption 2 cost $500M and took over 3,000 people 8 years to make

with generative AI, small teams can ship at near AAA quality but at a fraction of the cost & time

a few thoughts 👇

[ChandlerGuo 郭宏才 宝二爷 @ChandlerGuo]

I am honored to be selected by @elonmusk as the new CEO of Twitter. Will work hard to protect free speech and integrate #Dogecoin!#ethw！

[VV @visualizevalue]

"The source of wisdom is whatever is going to happen to us today." – Pema Chödrön

[Prof. Feynman @ProfFeynman]

Do not use your energy to worry. Use your energy to believe, to create, to learn, to think and to grow.