Naptha AI

✍️『 熊市不易，好好播种 - 总结近期在撸的项目 』 简单梳理最近在搞的项目，最近也在检讨，感觉自己有点懒，很多depin的挂机可以多号的项目都没怎么加号，大家引以为戒 ⭕️ 创作类 1️⃣ @KaitoAI ： 目前205分，最近没怎么yap，写脚本去了，估计AI都忘记我了 2️⃣ @soon_svm ： 目前0分，只参与创作，标题带#SOONISTHEREDPILL 就能参与，也是快TGE，看来以后写推文都要带上固定标签才行 3️⃣ 若干个Kaito上面的合作项目 ⭕️ Defi类 1️⃣ @defidotapp ： 首要重点做的项目，跟着 @yueya_eth 老师搞基本没错，这两天刷了不少分，应该会回滚，快TGE，重点关注 2️⃣ @AIWayfinder ：发现最近做的人越来越多了，不过快TGE了，加号，同时也一起yapper，一鱼多吃 ⭕️ Dex类 都有独立的API，还是搓个脚本自动对冲交互，或者套利比较方便 1️⃣ @Backpack 搞了个网格交易，目前盈利，虽然赚得不算多 2️⃣ @Lighter_xyz 存钱年化就300%，很香 ⭕️ 公链类 1️⃣ @megaeth_labs ：这是我认为L2最后的希望，所以我也会认真做，测试网明确没有奖励，所以奖励估计更多会给yapper和DC里的角色 2️⃣ @FogoChain：也是只能创作，卷白单 3️⃣ @AbstractChain ：多号转单号了，徽章拉满，giga每天打完体力，蟑螂打算上脚本了，刮刮乐每周搞几下，重点cambria 4️⃣ @monad_xyz ： 脚本多个号在跑，偶尔手动交互下，随缘做 ⭕️ 节点类 一共5台VPS在跑，一般都是优先节点，6C 16G 400G的配置基本能跑满 之前在上班，没时间打理，现在打算加机器了，好奇你们一般加到多少台 1️⃣ @ritualnet： 融资几千万，希望有肉 2️⃣ @gensynai：融资几千万，希望有肉 3️⃣ @NapthaAI：融资600W 4️⃣ @hemi_xyz 准备TGE了，排名还可以 5️⃣ 若干个挂机项目 目前大多只能卷创作，心累，对于我这种码农来说 还是得克服，多参考大佬文章，尽量写出不那么小学生的推文 #SOONISTHEREDPILL #SOONISTHEREDPILLSoon #KAITO @aixbt_agent

今天补了两个偷撸的作业，建议私藏 1️⃣600万美元Pre-A轮融资的 @NapthaAI ，刚上新大赌哥严选节点T1列表，赌哥的排行榜含金量你懂得，之前的flock几万u的大毛 教程参考 @ferdie_jhovie 大佬的一键脚本教程： https://t.co/NL0ZGGl7ta 2️⃣ Sui上的ZK验证层 @SoundnessLabs ，由 Succinct、 Sui 、WalrusProtocol 支持，自古sui上无小毛，且 walrus 前几天刚融资1.4亿，都是大佬级别的背景 Soundness 刚开始了其测试网秘钥注册，建议搞一下，教程参考 @Miles082510 大佬的： https://t.co/ywZEsaplxI

5 things I’m excited about in crypto: 1/ DePIN, 2/ Token Capital Markets, 3/ Stablecoins, 4/ zkTLS, 5/ Sovereign Agents. I think each of these has immense promise; collectively, they point toward a future where crypto’s real-world impact becomes undeniable. 1/ DePIN I started my career at a hedge fund, investing in large-cap oil, gas, metals, mining, renewables, utilities, and telecom companies – all capex-heavy industries that benefit from stable regulations and predictable cash flows to reduce cost of capital. But the pace of innovation in these systems and centralized organizations is slow (e.g. in utilities/energy) and pricing is often quite extractive for the end consumer (e.g. in telecoms). I think DePINs represent a fundamental shift – creating scalable, resilient, and community-driven networks that offer better, cheaper products (e.g. @Hivemapper, @GEODNET_). Though nascent, I’ve seen DePINs explore deep/hard-tech use cases like drones, batteries, and robotics, which is exciting! Downstream of this, I’m hopeful DePINs have real world, tangible impact that’s easily explainable and will help evidence crypto as tech that creates value and utility for households and SMEs worldwide. Very cool to see @santiagoroel and @inversion_cap be ambitious and jumpstart this! 2/ Investment Banking I’ve worked on both the buy-side (hedge fund) and sell-side (m&a, ecm, leverage finance) in tradfi. While the system’s not perfect, it’s mature and generally effective at helping companies access at lower costs and with better liquidity. Capital markets reward the best companies and punish the bad ones, creating a self-regulating mechanism that drives efficiency, innovation, and disciplined capital allocation. In contrast, crypto capital markets remain highly fragmented, with poor liquidity and price discovery. There’s a lack of structured frameworks, institutional participation, and rigorous underwriting that tradfi has refined over decades. I think there’s a big opportunity, which will likely get filled this cycle, to bring institutional-grade execution, transparency, and investor alignment to the TGE process and create a crypto-native investment bank. I actually think this is more than just “an opportunity”, but a necessary step toward maturing crypto as an asset class. H/t @bennypjacobs who’s furthered my thinking here. 3/ Stablecoins I grew up in a family that ran international businesses, with relatives across the world, including in developing countries like Turkey and Armenia. Watching stablecoin adoption skyrocket in recent years has been awesome – finally addressing issues I witnessed firsthand, like gaining access to USD as a hedge against rapidly devaluing currencies (e.g. the Turkish lira) and enabling seamless global payments for employees and supply chains. I’m excited to see this continue – for SMEs like restaurants to add 2% to their bottom lines by saving on credit card fees and individuals in emerging markets to save 5% on transfer fees. But I’m even more stoked about what’s next: stablecoins evolving into a fully integrated financial infrastructure. As adoption grows, we’re moving beyond simple value storage and payments toward programmable money, yield-bearing stablecoins, and seamless unchain financial services that will outperform tradfi (@SquadsProtocol is an early example, h/t to the relentless hustler @SimkinStepan). 4/ Web Proofs (zkTLS) I’ve been pilled on zkTLS ever since I met @Euler__Lagrange in early 2024. I got into crypto in 2020, fanboying over @a16z / @cdixon essays about the future of the internet and how web3 would tear down web2 walled gardens. That hasn’t happened yet, but zkTLS feels like our best shot at unlocking a new wave of web3 consumer apps. zkTLS lets web3 companies vampire attack web2 incumbents. Say, for example, you want to build a web3 Uber or a web3 Instacart (like @NoshDelivery) – the cold start problem is real. Drivers and food providers would lose their web2 reputation when moving to a new network, making adoption tough. But zkTLS lets users seamlessly port their data from web2 apps, making it easy to bootstrap new apps and ecosystems on web3 rails. The potential here is massive. Have learned a bunch more on zkTLS from @yeak__ and @Danconia_Crypto + h/t @adam_winnick and @dawufi for being some of the most passionate investors/builders in zkTLS I know! 5/ Sovereign Agents The Crypto x AI Agent narrative went wild in Q4 2024. It’s a shame, as hype cycles generally tend to create lots of noise while burying genuinely good ideas, but I hope sovereign agents endure! Web 2 AI agents are awesome will help regular people and businesses automate simple tasks. But crypto-native sovereign agents are uniquely exciting because they can operate autonomously, own assets, and execute transactions without relying on a human or corporate intermediary. They function independently and also prove their integrity through cryptographic verification, enabling things like AI-driven businesses, research groups, or investment funds that aren’t owned by anyone but still make decisions on their own. It also opens the door for AI governance models and net-new organizations (see @AgoraGovernance and @hatsprotocol) where decisions come from verifiable code rather than people with hidden agendas or inflated egos. I think this concept has the potential to redefine how AI participates in the economy – not just as a tool augmenting human capabilities, but as actual economic actors in their own right. A few serious projects in this category include @Freysa_ai (building tamper-proof AI agents), @NapthaAI (building a platform to orchestrate sovereign agents and distributed workflows), and @Nevermined_io (building decentralized payments infra for AI agents to transact without the fear of being cut off from financial rails by centralized actors). Fin Taken together, I think DePIN, efficient token capital markets, stablecoins, zkTLS, and autonomous AI could create a much more interconnected and resilient ecosystem in crypto – one where decentralized networks and programmable money transform industries. Zooming out, and considering the prospect of an improved regulatory landscape, it’s an incredibly exciting moment to be in crypto, and I’m stoked to see how these innovations and projects redefine what’s possible.