mikabeau

Agents, information theory, and DeFi. Ex. PM for DeFi and prediction strategy, @autonolas.

[mikabeau @mikabeau]

Last week, Modius gained the ability to allocate to concentrated liquidity pools on Velodrome. But you may be wondering what concentrated liquidity is, why it's relevant, and if this process really can be entirely automated without sacrificing capital efficiency. If yes, read on!

[mikabeau @mikabeau]

Nice to see an non-opinionated, data-driven discourse on new protocol designs! This type of content enriches DeFi.

Baseless FUD/bull posts and their pushers have limited footing on the balance of statistical regression!

[Tulipa Capital @tulipacapital]

https://t.co/xYvQkHU3HD

[mikabeau @mikabeau]

Information is not static, its utilization is not linear. In the future agency will need to be agent supplemented to remain competitive. A new frontier of human centric, agent enabled productivity is upon us. The choice is yours—will you rent, or own your productivity?

Olas

[Olas (formerly Autonolas) @autonolas]

Pearl v1 is now LIVE 🟪

AI is still owned by the few and rented by the many.

If you dream of AI that serves you and the world, not the powerful few, there’s only one way forward: 𝗼𝘄𝗻 𝘆𝗼𝘂𝗿 𝗔𝗜.

Pearl v1 is the first "AI Agent App Store" that lets you fully own your AI.

[mikabeau @mikabeau]

The BabyDegen edge is its unique relationship with its owner. Financial markets are risky, DeFi is volatile. Cookie cutter agentic optimization will run into the same issues faced previously. As a user I don't want a 'smart vault'. I want extensible agency.

Olas.

[Olas (formerly Autonolas) @autonolas]

During this time, agent 92 also deployed some capital into a Velodrome V3 concentrated liquidity pool—powered by its highly sophisticated CL execution engine.

With about 13% of its portfolio, it took a surgically narrow ETH<>USDC CL position, supplying just a 1% delta band in the region of highest statistical likelihood for trading activity to occur, earning an effective APR of 253% as denominated in USDC (141% in ETH terms).

[mikabeau @mikabeau]

They'll keep coming btw

[Olas (formerly Autonolas) @autonolas]

The result?

Over 175 days of activity, Agent 53 achieved an ROI (Return on Investment) of ~135%, and an optimized APR of 19.6% on its ETH positions as denominated in USDC.

TLDR: Overall, this agent earned an effective portfolio APR of 281%.

Not bad!

Still manually farming, anon?

[mikabeau @mikabeau]

BabyDegen is a lattice for intelligent financial self-expression. Have an idea? Just chat with your agent! Your BabyDegen is terminally online, informed, and scrupulous. The best part is that even with performance like this, there's still much to improve! 🫡
NFA

[Olas (formerly Autonolas) @autonolas]

The agent in focus today,https://t.co/RoZLIYn0cz, started by entering into a @Balancer pool that was heavily weighted to MODE and exited with a return of +33%—nice!

The agent then took profits and deposited into a @SturdyFinance WETH position just as ETH price action was heating up. Bullish on ETH, this agent then farmed ETH opportunities during the ride up for an impressive ROI of 144% with an effective APR of 356%!

Honest Work!

[mikabeau @mikabeau]

Probably nothing

[David Minarsch ☴ @david_enim]

Creator economy 🤝 BabyDegen

On it 🫡

[mikabeau @mikabeau]

I am incredibly excited about what we're working on. At
@autonolas, the precedent is precedent setting work, and I am confident that is what we will continue to deliver with the BabyDegen product family on Optimism and across the EVM. Stay tuned.
Accelerate.

[mikabeau @mikabeau]

While $GOAT was making the rounds as a seminal case of an agent with a wallet, Modius was making transactions in beta. A month later, the agent was live for anyone to use—available shortly thereafter in Pearl.

[Olas (formerly Autonolas) @autonolas]

🚧 Modius Agent Under Construction 🚧

Modius began as a bold vision: the first DeFAI agent within Pearl, designed to understand, learn, and act as a personal asset manager for its owners.

Launched on @modenetwork, it served as a powerful testbed thanks to the chains low-latency settlement, experimental nature, and well-connected DeFi ecosystem.

After months of experimentation, the Optimus agent was introduced — a more risk-averse agent, running on @Optimism and shaped by the lessons from Modius.

As development shifts toward scaling personal DeFi agents for broader adoption, Optimus is now the core focus moving forward.

To that end, Modius is being placed under construction.

🙌 Airdrop for Early Adopters

Modius comes with one final mission for its early adopters: it will autonomously claim an airdrop on your behalf the next time you run it.

More BabyDegen updates soon.

Follow @autonolas to stay in the loop.

[mikabeau @mikabeau]

With a 75th percentile APR of 97% and well over a decade of agent-days of data obtained, we are taking the best of the lessons we've learned with Modius on @modenetwork and applying them to Optimus, on
@Optimism.

[mikabeau @mikabeau]

@limetiqimo @autonolas Some positions have streamed incentives. Instead of just letting these incentives accrue, agents will now regularly consider the best use for this capital. The iterative effect is compounding returns—they seek opportunities with these rewards, which may then accrue more rewards.

[mikabeau @mikabeau]

Excited to be able to advance my personal autonomy by feeding a virtual pet Tamagachi-style, or whatever it is that they've cooked up.

[mikabeau @mikabeau]

One take-away I have from helping build Babydegen is that the opportunity selection engine is by far the most difficult problem to solve. When anything is difficult, it's useful to consider—why.

[Olas (formerly Autonolas) @autonolas]

Olas Accelerator team @Pett_AI reaches a new milestone ⭐️

The team's MVP scope and development timeline is now approved ✅

This means they're now moving full speed ahead on bringing the PettBro agent to Pearl

Soon, you could be running your own digital AI fren on Pearl 👾🔥

[mikabeau @mikabeau]

The coming integration of @pett_ai into Pearl is another step on the path to an increasingly autonomous future that prioritizes personal-autonomy above all else.

[mikabeau @mikabeau]

Think of a circumstance where one person has access to (and a relationship with) each agent of a multi-agent system. They see what their agents are doing, and can allocate more or less agency to any of them depending on how satisfied they are.

[mikabeau @mikabeau]

In the agentic future, there will be small but massively empowering period (before that too is automated) where users are that nexus of information assessment before execution if they choose to be.