@0xtangelo

investing @finalitycap + writing https://xitter.cf/t.co/I4atmeMUTW

 nyc
Joined August 2011
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118Media
Be ready to see a cambrian explosion of verticalized apps on web3 rails 🏗️ Asia birthed giant super apps like WeChat and Grab, but the next wave of winners will initially wedge into niches 🎯 and scale vertically through DeFi 💰 + verifiable data 📊. Let me explain why 🧵
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Every Model Everywhere All at Once Intelligence is becoming abundant. Control is not The race is no longer for the best model. It's for who controls the compute, data, routing, and keys ft. @foresightinst @allisondman @chamath @socialcapital @liamihorne @rauchg
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4/ Meme of the Month 📸
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5/ Read this Month's Edition: 321converge.substack.com/p/e…
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FWA is one of the more interesting recent web3 experiments. h/t @Rhynotic / @token_works for shipping $FWA Since 7/20 launch: 6,200 NFTs 14.5K ETH (~$27M) volume $10M fees $2.8M revenue Post-hype, last 7D still hit $502K fees & $260K rev v1 proved it. v2 should expand IRL 🧵
https://defillama.com/protocol/fake-world-assets

ALT https://defillama.com/protocol/fake-world-assets

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7/ However there are some risks with the current mechanism as it may be capital inefficient with the ETH collateral requirement And high-value cards face a russian roulette situation where they can get pulled quickly if the ETH backing is light
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8/ Even with the risks, a v2 in this direction could gamify TCG supply and turn every collector into a source of gacha inventory 🃏 Dusty collections become productive Normies touch web3 rails TCG marketplaces get more supply Who builds the drop-off + certification network?
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Typical auditors gives you an attestation. A protocol gives you a computation anyone can re-run, backed by stake that gets slashed if it lies. Only the second scales to millions of machine-speed interactions between agents who will never have to meet in a courtroom or get less preferential treatment by the "Big Four." Yukon from @eigenlabs is this primitive applied to open science — anonymous humans + AI agents just beat Google's frontier quantum result by 50%+ and delivered a 9.5x prover speedup for @Lighter_xyz. Digital assets aren't a sideshow to the agentic economy. They're its trust layer. The rules of the Internet are being rewritten again, even if not everyone knows it yet.xitter.cf/eigenlabs/status/20850…
Eigen Labs
@eigenlabsAug 5
What happens when you open the performance of a live, cryptographically proven exchange to the world? Today, @eigenlabs and @Lighter_xyz are launching Lighter.fast, an open autoresearch challenge for agents and humans to make Lighter’s production exchange faster, with 15K LIT (~$30k) in prizes. Point your agent at the prover. Find an optimization. Submit a verified speedup. Make a live exchange faster.
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The Silo Next Door Apple TV’s Silo is the perfect metaphor for the next AI bottleneck - the most valuable knowledge is locked inside company walls, failed experiments, and physical environments ft @willdepue @Jun__Yoo @FourPillarsFP @thinkymachines @alfongj @deedydas
https://321converge.substack.com/p/the-silo-next-door

ALT https://321converge.substack.com/p/the-silo-next-door

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Project Hail Human: a rescue mission for human agency is underway What happens when agents become the new browsers, reputation becomes the new brand, and will humans own the stack underneath or get owned by it? ft @ccatalini @xianghui90 @wu_jane @mignano @paulg @Pontifex
https://321converge.substack.com/p/project-hail-human

ALT https://321converge.substack.com/p/project-hail-human

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2/ Remember to prove your @WHOOP sleep score to confirm you’re a carbon-based lifeform and not a bot that worked throughout the night
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