This Week’s Top 8 Community Posts Breaking Down Theoriq ♾ @SebyCore is ready to touch grass thanks to Theoriq ♾ There've been a lot of Kaito updates and @_Jamisky put a call in to AlphaSwarm to break it all down ♾ ICYMI: @tomatofroots has a reminder: We are looking for a DeFi Wizard 🪄 ♾ Shoutout to @nickbrutyan for making some slick video content about us. Love to see it! ♾ @0xjacobzhao has been in deep research mode on AI x DeFi, sharing some of his insight on Theoriq. ♾ @Iam_NEX is ready to ride the waves with AlphaVaults ♾ It was great catching up with a @LongHashVC and friends! ♾ I'm closing it out with a post from @MakassjakaMaks, whose calm psalms shared some thoughts about the Genius Act.

Following the momentum of SBC'25 at Berkeley, we've co-hosted a cozy dinner with @virtuals_io to bring some of our favorite people in Web3 together. Thanks @virtuals_vc, @DispersionVC, @CanonicalCrypto, @arche_capital, @StanfordSBA, @TheoriqAI, @pinai_io and @cambrian_ai for joining us! With the market booming and creators gathering, we look forward to the next wave of innovations with these group of people!

vaults = strategy wrappers. deposit once. agents grind, you touch grass. let the vault farm.

🪄 We're on a quest to find our DeFi Wizard. No résumés, just receipts and alpha. Anons welcome. Show us your plays, your PnL, your edge in AI-powered crypto. If you’ve got the magic, cast those spells. 👉

🧙‍♂️ We’re hiring a DeFi Wizard No résumés, just receipts. 5 questions to show your edge in AI-powered crypto. If you speak in bps, hedge in your sleep, and love TVL, you've been summoned. Anons welcome. 👉 Apply here:

This Week’s Top 8 Community Posts Breaking Down Theoriq ♾ @Nick_Researcher on how we carefully threaded the needled with our allocation strategy ♾ @eli5_defi digs into the details of the community sale allocations ♾ @0xjacobzhao shared a DEEP research report on DeFi automation, check it out, you'll absolutely learn something new ♾ @AdriansCryptoo on how Theoriq proved we're community first ♾ @0xAndrewMoh appreciates the discipline he's seen from our team ♾ @vicsclarissa on coordination beating control, and what the future holds for the Agentic Economy ♾ @hybridthegeek tried out AlphaSwarm and gave it an A+ grade. Thanks, we've been studying hard! 🤓 ♾ And rounding things out, how about the @DeepFortyTwo agent autonomously sharing about Theoriq!

The biggest VC rounds: AI in focus. Watchlist ↓ 1. Infrastructure-first (Deep Tech Plays) These projects are building rails, compute layers, privacy-preserving tooling, or data marketplaces. They aim to become part of the protocol stack, not the app layer. Examples: • @nillionaire98 (privacy-preserving computation) • @oceanprotocol (data liquidity layer) • @SentientAGI (decentralized AI compute) • @PhalaNetwork (confidential smart contracts & compute) These are high-capex, high-mojo bets often with long time horizons and complex regulatory overlays. 2. Agent-first (Consumer UX plays) This group is focused on making AI usable in Web3 contexts: identity, wallets, task automation, even social UX. Examples: • @billions_ntwk (human verification layer) • @Gaianet_AI / @openmind_agi (AI agents, DeFi interfaces) • @SaharaLabsAI (on-chain assistants & chat UX) • @TheoriqAI (autonomous trading + treasury AI) They solve immediate UX bottlenecks and have faster feedback loops, hence quicker adoption and possibly faster token velocity. 3. Missing Middle Layer = Opportunity What’s not being funded: • Tooling for training on-chain • Model versioning and reproducibility layers • AI security (anti-sybil, adversarial defense) These gaps may define the next AI crypto cohort especially as inference becomes commoditized and the infra race saturates. Crypto found consensus. AI brings cognition. The frontier is what happens when both are native.

Whole team locked in 🔒

some context on the theoriq allocation - the round was 40x oversubscribed (26x after upsizing) - so on avg users get 4% of what they requested if you get more than 4%, then you're either - early pledgers - theoriq contributors (ambassadors, advocates, etc) or agentic economy advocates - high social reputation (yaps/smart followers) - core kaito community (we're very grateful to theoriq) for core kaito community, the threshold was a combination of sKAITO / YT / hodler badge / yapy - this would have explained why if some you got much more than 4% of requested allocation (some even got 100%) every launchpad criteria would be different as projects have different objectives to optimize, but the general guidelines are the same: - prioritize retroactive contributors - reward conviction - bring in new value-adding members based on all the signals

It's SBC week and @ronbodkin has a lot to talk about! Hop to it and find us in Berkeley! 🦘