Top 10 Must Read AI Content for this Weekend PT.39 ​ - @ethereum Autonomous Agents' biggest Ethereum power users: ​ - @AlloraNetwork Performance Report: ​ - @PonderingDurian Chinese vs American AI: ​ - @0xCryptoSam Internet Native Payment Stack: ​ - @hackenclub Security Framework for LLMs: ​ - @Cryptotrissy The Robotics Mind: ​ - @0xBebis_ Financial AI is inevitable: ​ - @beast_ico The Algorithm Whisperer: ​ - @openservai x LunarCrush: ​ - @USDai_Official raised $13M in Series A:

State of DeFAI Q3/2025 is here ETH’s ripping. DeFi’s at peak TVL. AI agents are taking over yield farming In this deep dive, I break down: - The rise of autonomous financial agents (what's working & what the trends are) - Key players navigating around the space - Progression of DeFAI use cases - Key learnings & guardrails that keep agents secure - Where the narrative is heading to next If you want the edge in DeFi x AI, start here. [Link in bio]

The State of DeFAI Q3/2025 — Soon.

Things I'm watching closely - @flock_io Q3/Q4 massive catalysts e.g. Moonbase beta (Agent/Model Marketplace), Flock CVC, TradFAI/DeFAI use cases, and more - @AskBillyBets improved UI/UX with auto copy trading feature coming in a few weeks - @aion5100 public launch for their vaults - auto prediction on Polymarket based on SN6 Infinite Games inference - Macau/Event Compass on @CreatorBid, getting ready to launch a consumer app powered by SN6 — a terminal that users can use to predict events better (see what Infinite Games think & bet based on that) - Recently stumbled upon @nottecore / @nuitdotfun YC-backed, Browser Use agent w/ 1.4k GitHub stars, product actually work pretty well (been trying to get in touch with the team but no luck so far) - @Almanak__ doubling the points in about a day, that'd translate to 50%+ APR on stables. I'm taking more stables loan out & deploying it to Almanak - @gizatechxyz August product roll out - @loomlayai tokenization of trading strategy - @HoloworldAI studio adoption / traction on AI video gen - @KaitoAI & @cookiedotfun attention capital markets dynamic (and their launches) DeFi ↔ DeFAI loop is accelerating — idle capital becomes productive, yields improve, and AI makes DeFi more accessible than ever

Looking at Top performing low caps agents in the last 30d Out of 30 agents, 8 agents are from @virtuals_io — that's almost 1/3rd of the top performing agents Market reflexivity at play here, good time to revisit the product progress of smaller agent teams

Wat Mean? AI agents = the new Defi interface redirecting TVL to best Defi protocols while abstracting away complex UI/UX Agents gradually handle more on-chain txns, benefiting from the growth of both Defi & AI adoption $1 generating $0.05 - $0.10 in yields will slowly turn into $1 generating $0.10 - $0.20 in yields, heavily optimized by agents Defi activity 10x due to the reduced complexity & accessibility ETH ↑ Defi ↑ DeFAI ↑

Defi TVL — $200B • AAVE - $66B (ATH) • MORPHO - $10B (ATH) • PENDLE - $8.6B (ATH) • FLUID - $3B (ATH) DeFAI TVL — ~$50-60M • ALMANAK - $16M • GIZA - $15M | $1B Vol • ZYFAI - $3M | $100M Vol $50-60M (and growing) TVL under AI agents, routed through Aave, Morpho, Compound, Fluid, and other lending markets Use cases - AI-Optimized Lending ✅ - Pendle yield optimization & trading strategies automation (very soon) All eyes on @Almanak__, @gizatechxyz, and @Cod3xOrg

Literally two things that matter Defi. DeFAI.

Top 10 Must Read AI Content for this Weekend PT.38 ​ (tons of Bonus Read this week) ​ - @0xjacobzhao: The Intelligent Evolution of DeFi: From Automation to AgentFi: ​ - @blocmatesdotcom Vana, Powering User-owned AI: ​ - @PonderingDurian From Data Foundries to World Models: ​ - @thiccyth0t state of the machine: ​ - @0xkyle__ The Evolution of Speculation: ​ - @renckorzay Giza Origin Story: ​ - @zeroknowledgefm Emerging AI watermarking techniques + ZK: ​ - @Mira_Network The Multi-Sig of Truth: ​ - @MTorygreen Why DeAI will be bigger than Bitcoin: ​ - @OpenAI actually Open Models: ​ Bonus ​ - @elevenlabsio Introducing Eleven Music - Highest quality AI music model: ​ - @castle_labs Boros: The Final Piece of Pendle’s Yield Trading Ecosystem: ​ - @mattdotfi Best Guide on Boros: ​ - Grayscale Fund heavy in $TAO: ​ - @ethereum is for shipping: ​ - @scupytrooples Alchemix v3 self-repaying loan is back: ​ - @mateo_ventures on clearing up Gaia: ​ - @inspectxyz launching on Bittensor SN23. Turn signal to $TAO: ​ - @payy_link introducing payy card — spend stablecoins privately: ​ - @S4mmyEth on DeAI news: