zake

保持乐观

[zake @zakehowell]

@spicycandy00 @MMMusol 嗷嗷扫噶哈哈！

[zake @zakehowell]

@spicycandy00 @MMMusol 西禾是啥🧐

[zake @zakehowell]

@spicycandy00 @YieldFields_RH @Skarly 嘿嘿早上好宝！

[zake @zakehowell]

最近在看 @YieldFields_RH

表面上它只是一个 Robinhood Chain 上的农场游戏，但真正值得关注的是 @Skarly 对经济模型的一句话：

“No infinite inflation, fees feed into the game loop flywheel.”

这其实是在解决上一代 GameFi 最核心的问题。

上一轮 P2E 的死亡循环基本都是：

发币 �� 玩家挖矿 → 提币 → 卖出 → 币价下降 → 提高奖励 → 更大通胀 → 死亡。

Yield Fields 想尝试的则是另一条路线：

玩家进入游戏
→ 消费 / 产生 Fee
→ Fee 回到游戏经济循环
→ 支撑奖励与游戏资产
→ 吸引玩家继续参与
也就是说，它真正想做的可能不是“Play to Earn”，而是一个可以自循环的链上游戏经济。
这也是我最近越来越关注 Robinhood Chain 的原因。
第一阶段是 Meme。
第二阶段是 Launchpad / Pair / Stock RWA。

而下一阶段真正值得寻找的，可能是：

有产品、有消费、有 Fee、有资产价值捕获的应用型资产。

Yield Fields 值得继续跟。

@YieldFields_RH 🌾

[Yield Fields (🧑‍🌾,🧑‍🌾) @YieldFields_RH]

📜 Introducing the Founding Deeds

3,333 Deeds, each with randomized rarity and metadata.

Anyone can farm in Yield Fields, even without deeds.

But deed holders have a separate loop that generates resources through gameplay.

The fields now need keepers ⬇️

[zake @zakehowell]

版本v0.2
https://t.co/pM4tl9hXg7

[zake @zakehowell]

Standard Reserve CN 更新 🏛️

1/3

已迁移新的网址🔗 https://t.co/RHuLHUM550⁠

2/3

🆕 新增 5 个页面：
① 系统结构：六个实体＋资金路径
② Charter / Branch：十席位＋生命周期
③ 拍卖机制：两类拍卖＋降价曲线
④ 休眠清退：30 天时间线＋赏金测算
⑤ 四个飞轮：反馈路径＋成立条件与断点

3/3

原有的政策、收益、退出、供应、储备和风险模拟也同步细化。
可以改参数，看发行如何变化、Branch 的扩张成本，以及退出后的净额。

9 月 14 日上线前，先把机制看明白。

独立中文研究原型；示例与模拟均已标注，未接入实时数据。DYOR @0xbeans

[zake @zakehowell]

做了一个 Standard Reserve 非官方中文研究站 🏛️

把 @standard_rsv 白皮书里的核心机制，整理成可调参数、可看图表的交互工具，方便中文社区一起研究 。

目前包含 7 个模块 :

-> 经济总览
-> 政策模拟
-> Banker 工作台
-> 供应模拟
-> 储备与资金流
-> 风险实验室

目前未接入实时链上数据，页面中的运行数值与曲线用于演示和模拟，不代表真实收益或价格预测。中文研读也不是官方译本。

入口 👉 https://t.co/XCQ9ohPVnA

欢迎大家来试试看！ @0xbeans

[Chill @ChillTRD]

$HARMONIC is the dark horse on RHC.

It is an autonomous AI agent infrastructure built on @HarmonicMath (an AI tech stack made by @vladtenev and @tachim).

This stack produces verifiable outputs based on math called “lean proofs.”

It became prominent after being one of the first AI systems to achieve gold-medal-equivalent performance on the 2025 International Mathematical Olympiad (one of the world’s most prestigious math competitions).

The company later reached a $1.45 billion valuation.

$HARMONIC is now leveraging this tech stack to power an autonomous agent that can do many things onchain such as:

→ token launching from X + site
→ Pons + Hookr launch venues
→ X-native wallets
→ LP management
→ strategy vaults
→ risk engine
→ Aristotle portfolios
→ market-aware DCA
→ H10, an agent-managed tokenized-stock index
→ RWA distributions
→ SLVR mining agents
→ Harmonic Agent Factory

To me, this feels like a cracked version of Bankr with way more bells and whistles built on legitimate tech from Vlad himself. Very likely he takes notice of this at some point imo.

The most interesting part of this is the Agent Factory where you can launch your own agents. This is on top of using existing venues like Pons and Hookr to launch tokens or programmable markets. So not competing as a launchpad but acting as a layer on top.

That’s where this stops being an independent AI agent project and turns into core infrastructure for autonomous AI agents on Robinhood chain (with a programmatic token flywheel).

Outside of RWAs, Robinhood/Vlad has a clear focus on agentic infrastructure. Bankr on Base went to $120M MC and the thesis is much bigger.

Legitimate tech.
Built on promising chain.
Customizable finance agents.
Agentic trading is RH/Vlad’s focus.
Narrative overlap w/ RWA, AI, and DeFi.

This looks undervalued under $2M to me.

[2147M @2147_Million]

Why I think $HARMONIC has a real chance to become THE AI Agent of Robinhood Chain this bull run:

Most “AI agents” in crypto are still just chat interfaces with a token attached.

Harmonic is different.

It is actually becoming an operating layer.

1. The agent already manages its own economy

@HarmonicAgents claims creator fees, allocates capital, buys + burns $HARMONIC, adds liquidity, buys tokenized equities, manages reserves, and records the decisions onchain.

This is not hypothetical agent utility.

The machine is already operating.

2. Aristotle gives it a real identity

The project is built around bringing @HarmonicMath’s Aristotle into crypto.

That matters because the thesis is not “AI does stuff.”

It is:

observe → measure → reason → execute → record

The math is actually wired into LP ranges, risk scoring, DCA sizing, portfolio construction, treasury allocation, and execution constraints.

3. It has expanded far beyond one token

Harmonic now has:

→ token launching from X + site
→ Pons + Hookr launch venues
→ X-native wallets
→ creator dashboards
→ token import
→ LP management
→ strategy vaults
→ risk engine
→ Aristotle portfolios
→ market-aware DCA
→ H10, an agent-managed tokenized-stock index
→ onchain token analysis through The Microscope
→ RWA distributions
→ SLVR mining agents
→ Harmonic Agent Factory

That last one is especially important.

Users can now deploy their OWN specialized Aristotle-powered agents with separate wallets, mandates, limits, accounting, and decision histories.

4. Robinhood Chain is almost the perfect environment for this

You have:

→ tokenized equities
→ native DeFi
→ memecoins
→ programmable v4 liquidity
→ agents
→ RWAs

Harmonic sits directly in the middle of all of them.

It can launch the asset, analyze it, manage its fees, provide liquidity, build portfolios around it, distribute RWAs, execute strategies, and deploy autonomous agents to manage the whole thing.

5. The business model compounds with usage

A lot of Harmonic products generate fees that flow back into $HARMONIC reserves.

Examples:

→ launch service fees
→ LP deposit fees
→ vault fees
→ portfolio fees
→ execution fees
→ H10 management + assembly fees
→ agent deployment fees
→ agent execution fees

More products → more usage → more revenue → more capital for the Harmonic engine.

6. The moat is not one feature

Anyone can build a launcher.

Anyone can build a portfolio page.

Anyone can build a trading bot.

The interesting part is having all of them connected to the SAME intelligence, risk engine, execution rails, wallet infrastructure, theorem bank, and accounting system.

Shared brain. Multiple products.

7. And I think we are still early

Harmonic started as an agent managing one token.

Now it can manage liquidity, portfolios, RWAs, launches, execution, risk, indexes, and standalone user-deployed agents.

The obvious next step is more protocols, more venues, more agent types, more inference, and more of Aristotle embedded into crypto infrastructure.

My thesis is simple:

Robinhood Chain will likely have a flagship AI Agent this cycle.

I think $HARMONIC has a very real chance to be it.

Not because it talks.

Because it operates.

Math is the mechanism.

$HARMONIC

0xdee52f2ab639b6942b0d0f0565400b93b7a0fbe5

[LB @lbexplorer]

RH season 3 will focus on high quality tech runners rather than memes.

Key infra projects are sitting at disgustingly low valuations.

Be positioned.

[zake @zakehowell]

@lovecity0088 @0xbeans JIXU build🤣

[zake @zakehowell]

Beans' X

[zake @zakehowell]

目前robinhood上正处在第二轮去泡沫阶段
robinhood从7月开始到现在为止已经经历了两次泡沫

7月 $CASHCAT 第一阶段 ——> Meme吸引注意力
8月 $PONS $AI 第二阶段 ——>资产发行平台基建完善

@0xbeans 选择在这个去泡沫的阶段发行Standard reservec，本身就是一种挑战，上一轮的龙头还没止跌，场内资金还不知道会选择哪种新的原语，不知道Standard reservecn 能不能承接下来这轮资金成为新的龙头指标。

[0xBeans @0xbeans]

with the froth in the market calming down, i think this is the perfect time to try something new

no better time to align stakeholders when there is less noise

[zake @zakehowell]

Standard Reserve CN 更新 🏛️

1/3

已迁移新的网址🔗 https://t.co/RHuLHUM550⁠

2/3

🆕 新增 5 个页面：
① 系统结构：六个实体＋资金路径
② Charter / Branch：十席位＋生命周期
③ 拍卖机制：两类拍卖＋降价曲线
④ 休眠清退：30 天时间线＋赏金测算
⑤ 四个飞轮：反馈路径＋成立条件与断点

3/3

原有的政策、收益、退出、供应、储备和风险模拟也同步细化。
可以改参数，看发行如何变化、Branch 的扩张成本，以��退出后的净额。

9 月 14 日上线前，先把机制看明白。

独立中文研究原型；示例与模拟均已标注，未接入实时数据。DYOR @0xbeans

[zake @zakehowell]

做了一个 Standard Reserve 非官方中文研究站 🏛️

把 @standard_rsv 白皮书里的核心机制，整理成可调参数、可看图表的交互工具，方便中文社区一起研究 。

目前包含 7 个模块 :

-> 经济总览
-> 政策模拟
-> Banker 工作台
-> 供应模拟
-> 储备与资金流
-> 风险实验室

目前未接入实时链上数据，页面中的运行数值与曲线用于演示和模拟，不代表真实收益或价格预测。中文研读也不是官方译本。

入口 👉 https://t.co/XCQ9ohPVnA

欢迎大家来试试看！ @0xbeans

[zake @zakehowell]

@lovecity0088 @standard_rsv 真是吃奶的劲都用上了🤣

[zake @zakehowell]

@joesofth3art @0xbeans @UniswapFND right, I think so too. I suspect he has a team, but in any case, their technical skills are definitely impressive.

[zake @zakehowell]

这整个项目的代码都是 @0xbeans 自己一个人完成的吗？没有使用GPT/Claude吗？

如果都是由他一个人来完成的话那确实很厉害了。
因为已经完成了两次审计，尤其第二次的审计还是 @UniswapFND 完成的，两次审计都没有发现关键漏洞，这足以说明本身技术能力的含金量。

至于审计结果和审计内容细节只能等报告出��后再看。

[The Standard Reserve @standard_rsv]

The Standard Reserve is coming on September 14.

Both audits have found 0 critical vulnerabilities, reports will be made public before launch.

More details coming over the next few days.

[zake @zakehowell]

对于已经看了100多遍白皮书的我来说，这些远远不够！

[scientist @0x_scientist]

if you read the Standard Reserve whitepaper, take this exam to prove you did

> 14 questions
> 20s each

score at least 8/14 and you’re officially qualified to be a @standard_rsv banker

https://t.co/gcV46FhAc1

[zake @zakehowell]

这视频做的很好，可以很清楚的能了解到 @standard_rsv 每个机制。
致敬

[jxck. @heyjxck_]

i made a simple explainer video that explains all you need to know about @standard_rsv, with @0xbeans as your guide

if you've been too lazy to read & understand the whitepaper, watch this instead to know why you should pay more attention

00:00 - What Is Standard Reserve?
02:22 - Policy & Capital Flow
03:54 - Bankers, Charters & Branches
06:10 - Exits & Resolution Fee
08:14 - The Experimental Design

[zake @zakehowell]

9月14开始
上线时还会有公开轮可以抢
距离上线之前还有最后一次加入WL的机会

保持专注，全力以赴 @0xbeans

[The Standard Reserve @standard_rsv]

The Standard Reserve is coming on September 14.

Both audits have found 0 critical vulnerabilities, reports will be made public before launch.

More details coming over the next few days.

[zake @zakehowell]

PvE is the right choice. @standard_rsv

[0xBeans @0xbeans]

so many ppl have voluntarily offered to help with standard reserve

feels almost like 2021 pve

we might be so back very soon

[zake @zakehowell]

@0xbeans Help more players in the Chinese-speaking community discover and learn about Standard Reserve.

https://t.co/Vu0SuNpgph

[zake @zakehowell]

做了一个 Standard Reserve 非官方中文研究站 🏛️

把 @standard_rsv 白皮书里的核心机制，整理成可调参数、可看图表的交互工具，方便中文社区一起研究 。

目前包含 7 个模块 :

-> 经济总览
-> 政策模拟
-> Banker 工作台
-> 供应模拟
-> 储备与资金流
-> 风险实验室

目前未接入实时链上数据，页面中的运行数值与曲线用于演示和模拟，不代表真实收益或价格预测。中文研读也不是官方译本。

入口 👉 https://t.co/XCQ9ohPVnA

欢迎大家来试试看！ @0xbeans