Just a Quick BASE AI recap before bed
@virtuals_io ecosystem:
✧ $VIRTUAL - protocol
✧ $GAME - framework
✧ $CONVO - framework
Is the Core
✧ $LUNA - primary influencer and first AI AGENT
✧ $JOSEPH - NPC within the virtuals roblox sandbox
✧ $MORAS - NPC within the virtuals roblox sandbox
under @agentstarter which is virtuals & longhash backed
✧ @PondGNN / $PH - agent training
✧ $MUSIC - AI music videos
✧ $AIYP - AIXBT of gaming
Built on Virtuals (some not all agents, just ones i like)
✧ $AIXBT - Alpha Agent
✧ $VADER - Information, DAO
✧ $SEKOIA - DAO
✧ $AIXCB - DAO
✧ $NOMAI - Information/Alpha
✧ $ACOLYT - Information/Alpha (dope branding)
✧ $GEKKO - Alpha/Info by @getaxal
✧ $DREAM - Information
Outside of Virtuals but on Base
✧ @Spectral_Labs | $SPEC | protocol
✧ @ReiNetwork0x | $REI | Protocol
✧ @AIAgentLayer | $AIFUN | Protocol
✧ @Agent_Layer | $AGENT | Protocol
✧ @alphakek_ai | $AIKEK | notsurewhatsgoingonhere
✧ @asksensay | $SNSY | protocol
✧ @xgurunetwork | $GURU | protocol
✧ @EmpyrealSDK | $SIMMI | $EMP | protocol
some other interesting things
✧ @aion5100 | $AION | creatorbid
✧ @clankeronbase | $CLANKER | launchpad
✧ @Agent_Algo | $AGENT | creatorbid
✧ @daosdotworld | dao/AI hedgefunds on base
( check their website as there may be alpha there )
✧ @cookiedotfun | $COOKIE | info
Not sure if ive missed anything just trying to stay up to date with that ecosystem
I think we will start to see some good cooks surface over the next 4-6 weeks.
Another massive week in the works for the modular ecosystem...
> @base announced fault proofs are coming to mainnet on Oct 30th
> @Uniswap announces @AcrossProtocol as its official interop partner
> @CatalystSystem announced CrossCats for altVM interop in new brand position
> @AvailProject announces @sophon will use Avail for DA for their consumer focused ZK chain
>@plumenetwork joined enterprise Ethereum alliance, RWA focused L2 with over 290K tx's on testnet
> @movementlabsxyz 458M+ tx's on testnet across 9.9M unique wallets
> @CelestiaOrg mammoth mini testnet results averaging ~27MB/s of throughput in its first iteration, also new collaboration with @RomeProtocol
> @fuel_network with $215M in TVL within first week of mainnet
> @Starknet EVM implementation teased, likely Q4
> @Camp_L2 released new app for 'my X and me' using identity verifications for X footprint tracking
> @aori_io and @initia are teaming up to use intents for liquidity in Initia's interwoven stack
> @milky_way_zone partners with @AstriaOrg and @Flame_evm for the upcoming launch
> @0G_labs announced node sale slotted for Nov 11th
> @lavanetxyz new incentive structure for contributors, 2B+ RPC requests in last 7d w/ 6M unique wallets
> @Polymer_Labs dropped RIP-7789 to address low latency and safety issues in interop
> @apecoin chain powered by @Calderaxyz has crossed $35M in TVL in less than 48 hours, powered by @HallidayHQ for commerce automation
> @zksync introduced @ZKsyncIgnite to turn ZKsync w/ 300M ZK tokens over 9 months to DeFi users.
> @EclipseFND posted a total of 58.5GB, @MantaNetwork posted total 6.5GB data to Celestia
> @AbstractChain announced panoramic governance for their L2 using @eigen_da
> @cartesiproject new proposal on forum introducing a validator marketplace to boost appchain eco
> @reya_xyz w/ $170M liquidity on Orbit L2, big announcements next week powered by @gelatonetwork RaaS
> @twinexyz came out of stealth tackling the interop space
> @GravityChain at 42 TPS, @XAI_GAMES at 27 TPS
> @MitosisOrg $70M TVL on their EOL chain, 140K+ wallets awaiting game of mito campaign announced yesterday
> @Coredao_Org pushing $400M TVL on their BTC sidechain
> @anoma and @OneBalance_io announced the Intents & Chain Abstraction Summit in Bangkok
> @alignedlayer zk verification layer in testnet, mainnet incredibly close
> @skate_chain teased at mainnet 95% ready, very soon
> @SunriseLayer 220K+ unique wallets on testnet for DA, new v2 incoming with PoL upgrades
> @redstone_defi AVS on testnet, powered by @0xOthentic
> @AlloraNetwork announced collab with @Raiinmakerapp to bring human-verified truth to AI models
> @union_build contributor ceremony ongoing, mainnet likely Q4
> @Humanityprot with 300k+ unique wallets on L2 testnet
Very pleased with the progress in the modular ecosystem as of late. It's all coming together in a big way gearing up into 2025.
With altVM traction, ZK advancements, altDA partnerships, and more, we are moving steadily towards the modular future.
Modularism, not maximalism.
In the modular ecosystem, we have two types of rollups...
EVM:
@arbitrum@optimism@Scroll_ZKP@LineaBuild@zksync@MantaNetwork@base@modenetwork@zircuit@LiskHQ@0xMantle@MetisL2@bobanetwork@LightLinkChain
and others....
I believe that we REALLY don't need more general purpose EVM L2s.
Parallelized, next-gen VM L2s using modular DA like @CelestiaOrg, @AvailProject, or @eigen_da are the new base case for performance.
You need to somehow combine Solana's parallelization and local fee markets, with Ethereum's security, IBC's interoperability, Cosmos's appchain model, and Aptos' programmable security.
These are the next-gen VM/altVM rollups and framework leaders who I think will dominate:
@cartesiproject LinuxVM
@fluentxyz zkWasm
@movementlabsxyz MoveVM
@fuel_network FuelVM
@PontemNetwork MoveVM
@EclipseFND SVM
@initiaFDN launch rollups with any VM
@aztecnetwork privacy focused VM
@LayerN_Official xVM
@berachain polaris VM
@0xPolygonMiden MidenVM
@RiscZero zkVM
@Starknet cairoVM
@dymension RVM (rollapp virtual machine)
@ProjectZKM zkVM
While I believe the EVM (and zkEVM) is here to stay, I'm more excited about the innovation happening in the non-EVM sector.
Building purpose-built blockchains with an execution layer which is highly performant, has parallelization baked in, better security properties enshrined, the ability to interoperate with EVM, and can onboard more developers from non-crypto backgrounds is the way forward.
The second half of the modular thesis is set to be dominated by the rise of next-gen VM appchains and L2s.
This will bring the true meaning of "Build Whatever" to the github dashboard of tens of thousands of new developers worldwide facilitating rapid experimentation and innovation 🧱✨
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