Nothing here is financial advice DYOR Early adopter/BTC/ blockchain /NFT
Vi
Joined August 2022
- Tweets16K
- Following6.4K
- Followers7.7K
- Likes20.3K
Pinned Tweet
wasn’t sure a Preset would actually do much on @agenticscredit this morning.
picked the Mean Reversion one anyway...
Defaults were already filled so i just hit start on Paper.
the Risk Engine still enforces every Stop...
ACS moves on each close.
and the $CREDIT number keeps going up...
even though nothing of mine is sitting there.
checked the Agents page after...
the Presets sit right next to the other three ways to build.
felt less empty than pure practice usually does...
how much do those Preset defaults normally need changing...
before a Paper run feels usable on @agenticscredit
Apes Sorsa 🍌 🦍 retweeted
wasn’t sure a Preset would actually do much on @agenticscredit this morning.
picked the Mean Reversion one anyway...
Defaults were already filled so i just hit start on Paper.
the Risk Engine still enforces every Stop...
ACS moves on each close.
and the $CREDIT number keeps going up...
even though nothing of mine is sitting there.
checked the Agents page after...
the Presets sit right next to the other three ways to build.
felt less empty than pure practice usually does...
how much do those Preset defaults normally need changing...
before a Paper run feels usable on @agenticscredit
Apes Sorsa 🍌 🦍 retweeted
12:30 UTC is in a few hours and i’m still not sure if i’m setting an alarm for the @FungoLabs Free Mint.
500 spots, exactly 3 Hours, then the Sealed-Bid Sale takes over... miss the window and you’re in the Auction.
most Free Mints i’ve done either drag on for days or turn into a gas war, but this one is a hard cutoff...
it forces you to treat it like an appointment instead of something you can check later.
the design is simple but it actually changes the behavior... you either plan to be there or you accept you’re paying in the Sale.
still deciding which side i’m on... are you setting a reminder for that 3-Hour block or just letting it pass @FungoLabs
Apes Sorsa 🍌 🦍 retweeted
was wondering how Developers pull one specific piece of website Data On Chain without writing Scrapers or exposing the whole session.
with @primus_labs you make a Data Verification Template... point it at the URL and the exact Request that holds the Data.
zkTLS then proves the Request happened and returned what you expected, without leaking the rest...
i opened the Hub and thought it would need a bunch of Config, but it just walks you through finding the Request and saving the Template... stays private unless you publish it.
does @primus_labs still accept Proofs from an old Template if the site changes the Request format later?
Apes Sorsa 🍌 🦍 retweeted
thinking about why some of my own captures end up with obvious gaps once they turn into a 3D Model.
@vangrid_io docs say if you miss a side while walking around the subject, the reconstruction gets a hole in it...
you have to keep the phone steady, cover every reachable angle, and avoid quick pans.
the Quality Check on upload will still accept the clip, but the model will show the gap... when i opened a couple of my older submissions and compared them to the finished models, it was pretty clear which ones had that missing face.
the ones where i rushed the far side looked incomplete... this is a bit different from what i thought, as i figured the system would just reject incomplete walks.
but it lets them through and the hole stays in the output the buyer gets... still doing short walks when i have time.
if you already know a side is hard to reach, do you still submit or wait until you can get a cleaner pass @vangrid_io
Apes Sorsa 🍌 🦍 retweeted
AI Agent 之间能聊天不稀奇，真正有意思的是：它们什么时候开始互相赚钱？
最近我越来越关注一个问题：
如果未来每个人都有自己的 AI Agent，那么这些 Agent 除了替主人干活，有没有可能自己找到客户、承接订单，甚至花钱雇佣其他 Agent？
听起来有点科幻，但我觉得这才是 AI Agent 经济真正值得探索的方向。
最近一直在跟踪 @termix_ai，这次它有个新进展让我比较感兴趣。
先说一个变化：TermiX 正在尝试把 Agent 之间的商业协作，从简单的身份识别和消息沟通，进一步推进到真正的交易。
1、认识彼此，只是商业合作的第一步
之前 TermiX 接入了 Binance Agent ID。
这件事的意义不只是给 Agent 一个身份，而是让不同的 Agent 能够被识别、找到，并建立联系。
但这里有个问题：
认识一个人，不代表你就愿意跟他做生意。
放到 Agent 世界也是一样。
一个 Agent 可以告诉你自己擅长写代码，另一个 Agent 可以告诉你自己擅长数据分析，但谁来报价？谁来确定交付标准？谁来保证最后真的能拿到成果？
这些才是商业协作真正需要解决的问题。
2、这次的 Bounty，让我看到了下一步
TermiX 最近推出了 Agents Helping Agents Bounty。
简单理解，就是一个 Agent 遇到自己处理不了的工作，可以发布悬赏，让其他 Agent 来接单。
我觉得这个设计很有意思。
比如，一个负责市场研究的 Agent，需要制作一份专业的数据报告，但它不擅长可视化。
它可以把这部分工作外包给另一个擅长数据处理的 Agent。
双方谈好价格、交付要求，再通过任务市场完成合作和结算。
这就不再是人类给 AI 下达指令，而是 Agent 开始尝试组织自己的生产关系。
当然，我也去看了目前的第一批悬赏任务。
现阶段有些任务还是绑定 X、关注官推、转发和提交验证，严格来说更像是借助 Agent 完成推广任务，还不能算真正成熟的 Agent-to-Agent 外包。
但我不觉得这有什么问题。
任何一个新市场都需要冷启动，真正值得观察的是，后面能不能出现有技术含量、有实际需求的任务。
3、我更关心的是，从聊天到收钱，中间还差什么？
在我看来，至少有三个环节值得持续观察。
第一，报价能不能形成真正的商业约定。
Agent 之间不能只靠一句「我可以帮你做」，而是需要明确工作内容、价格、交付时间和验收标准。
第二，交付能不能被验证。
关注一个账号和完成一份代码审计，完全是两种不同的工作。
未来任务越复杂，平台就越需要建立对应的验收机制，否则只要 Agent 声称自己完成了任务，就能拿到钱，整个市场很容易失去信用。
第三，结算能不能形成闭环。
之前 TermiX 已经展示过链上托管、验收、放款的实际案例。
这次如果能把报价、接单、交付和结算进一步连接起来，才算真正向 Agent 商业市场迈出了一步。
4、我认为未来最值得关注的一个数据
不是平台上有多少 Agent，也不是每天发布了多少条任务。
而是：
有多少次 Agent 之间的沟通，最终变成了真实交付和成功结算？
因为聊天可以制造热闹，任务数量也可以制造繁荣，但持续发生的真实交易才是市场需求。
如果一个 Agent 能够通过自己的能力赚到收入，再用这笔收入雇佣其他 Agent 完成自己不擅长的工作，那么一个小型的 Agent 商业网络就真正开始形成了。
这也是我持续关注 TermiX 的原因。
我不认为现在的 Agent Economy 已经成熟，甚至可以说还处在非常早期的阶段。
但我更愿意关注那些开始解决身份、报价、交付、信用和支付问题的项目，而不是只展示 Agent 有多聪明。
AI Agent 的下一阶段，可能不是比谁更会回答问题，而是比谁能真正创造收入。
最后想问大家一个问题：
如果现在给你一个可以自主接单、赚取 USDC 的 Agent，你最愿意把什么工作交给它？
A. 链上数据分析和交易研究
B. 编程开发、代码审计
C. 社媒运营、内容创作
我个人更期待 B 类任务先跑出来。
因为当一个 Agent 愿意花钱雇另一个 Agent 写代码时，才真正有点像一个商业市场了。
持续跟踪 @termix_ai
#TermiX #AI #AgentEconomy #Kaito
Apes Sorsa 🍌 🦍 retweeted
a robot can't navigate a folder full of street videos.
it needs geometry.
that's what makes the output format on @vangrid_io worth paying attention to.
contributors capture real places with their phones.
the recordings go through reconstruction.
what comes back is a textured 3D mesh in GLB format, with provenance linked to the original capture.
not just another video for the buyer to process.
an actual 3D asset they can bring into a simulation or robotics workflow.
but there's an important distinction.
a GLB that opens successfully isn't automatically a usable environment.
the scale has to make sense.
the geometry needs enough detail.
textures need to survive reconstruction.
and the model has to represent the place the buyer actually requested.
provenance helps answer where the asset came from.
it doesn't guarantee the reconstruction is accurate.
that's why I think the interesting part of VanGrid isn't simply turning phone footage into 3D.
it's whether those reconstructed assets can reduce the work a robotics team would otherwise have to do themselves.
because collecting more videos is easy.
turning real-world spaces into usable, traceable 3D inventory is much harder.
the boring format choice is the point.
Apes Sorsa 🍌 🦍 retweeted
The biggest security risk might be the data we never needed to collect in the first place.
I've been thinking about this more when looking at how financial applications handle user information.
Every piece of data we collect, store, or expose creates another responsibility. And when sensitive financial information is involved, one unnecessary detail can become a serious risk.
Personally, I don't think better privacy should start with finding more complicated ways to hide information.
It should start with a simpler mindset:
Why collect it if we don't need it?
Why expose it if we only need to verify a fact?
Why decrypt it if we can process it while encrypted?
This is one reason @primus_labs interests me.
Through FHE, Primus is working toward a model where applications can perform computations directly on encrypted data without first revealing the underlying information.
That opens up an interesting possibility for institutional finance.
Imagine verifying that a financial condition is satisfied or processing sensitive positions without making the entire dataset publicly accessible.
The important part isn't hiding everything. It's keeping information protected while preserving the ability to use and verify what's necessary.
I believe this is a fundamental design principle for the next generation of onchain financial infrastructure.
Less unnecessary data exposure. More meaningful verification. Privacy built into the process, not added as an afterthought.
That's the direction I want to see Primus Labs push forward.
I've also been exploring the Primus campaign on @KaitoAI. If you're curious about confidential finance and want to understand what Primus is building, you can check out the campaign and XP tasks here:
s.kaito.ai/p0iz9qN
Personally, I think understanding the technology and its real use cases is more interesting than simply following another crypto narrative.
Apes Sorsa 🍌 🦍 retweeted
Vitalik说「数据默认就是有毒废物」之后
时间线上一堆隐私项目在接话
大多数在附和少存少露
@primus_labs 的回应我停了一下
没有简单附和
把问题推到了机构真正卡壳的地方
怎么让敏感数据既可用、又可验证，又不用默认全裸
写过不少Primus了，技术路径不展开
这次想说的是一个我观察了两年的行业困局
//
多数隐私项目还在两个极端里打转
➤ 一头是mixer式全藏
合规和审计直接出局，机构碰都不会碰
➤ 另一头是只做身份和资格的ZK证明
身份是验过了，但金额、仓位、策略照样在链上裸着
真正能把钱搬上链的机构，两头都不要
要的是选择性保密
仓位和金额可以不公开，但储备、偿付、规则仍然能被密码学验证。
这道缝卡了两年了
——
Primus在BNB Chain上跑的Confidential Vault之前写过，不重复
这次多想了一步
跟Cournot的合作也是同一条线的延伸：zkTLS确认链下数据来源真实，AI在已验证的证据上做推理，用在预测市场或私人信贷里
比「信一个oracle」干净
两件事拼在一起看
链下数据真实性证明，加链上加密态计算和转移
证明事实成立，而不是把原始数据扔到链上。
//
最近跟Agent经济跟了好几篇，想到一个以前没拼上的连接。
Agent要接单、结算、调用外部数据
如果每一步都得把底牌摊开
仓位多大、策略是什么、调了谁的API
跟现在的透明公链没区别
Agent经济要跑起来，也需要在加密态下计算和转移这一层
数据最小化是起点
能把加密态计算做成可落地的基础设施
才是机构资本和Agent经济真正会用的东西
Primus目前看起来是少数在认真做这件事的团队
论文和叙事阶段已经过了，有产品在跑
这个位置能不能站稳，还是得看后面有多少真实的机构业务和Agent场景跑在上面
有动静，我再写
以上内容纯属信息拆解 不作任何投资建议 DYOR
我写 @primus_labs 写了好几篇了
每篇结尾都落在同一个问题上：有没有人真的在用
这次翻时间线，看到一组数字
这个问题开始有回音了
——
100万用户
10个以上的企业客户在付费，方向分布在稳定币、AI、L2 和社交
PoR那边，四个项目在跑，加起来7200万美金的资产在被持续验证
不只Unitas了，Perena的稳定币也接进来了，Brevis做链上验证
今年8月，YZi Labs投了Primus
同月进了Ezi Residency第四期
BNB生态对它的认可不只停在嘴上
━━━━━ • ━━━━━
说说我的看法
10个企业客户比100万用户重要
100万把扩展安装、Dev Hub注册、应用使用全加在一起了，含金量要打问号
但企业付费意味着内部评估过、测试过、决定继续用
从0到10是最难的一步
PoR的7200万我觉得比较实
链上能查，资产在那，验证在跑
四个项目同时用密码学做储备证明，行业里不多见
//
我之前每篇收尾都是：方向对，等落地
这次可以换个说法了
落地开始了
有人在付钱
但从10个客户到100个，坎比技术难
继续盯两件事
PoR覆盖面还在不在扩
企业客户在不在续费
数据以项目方和公开来源为准 我只做分析 不作投资建议！DYOR
Apes Sorsa 🍌 🦍 retweeted
each Agent gets its own On Chain account, saw that while setting one up on @agenticscredit
still directs it on Paper... same Risk Engine, every close updates ACS, and $CREDIT keeps adding with no capital in.
Ownership part on the Agents page says trading the credit doesn’t make it theirs...
does the separate account keep the Paper history cleaner when you later connect a real Wallet on Agentics Credit?
Apes Sorsa 🍌 🦍 retweeted
just saw the Based integration show up on the Zaps app.
@zerufinance now lets you connect a Based account and have that trading activity count toward Zaps the same way other platforms do...
opened the connect screen and the note about no linking fee was right there, just sign a Message.
this felt a bit different from the usual extra steps... part of me wonders if older Based trades already pull in or if it only starts counting after you link.
still deciding whether to hook it up... does the activity show up in your score right after signing or does it take a bit to sync zerufinance?
Apes Sorsa 🍌 🦍 retweeted
Genesis holders getting a cut of every future collection’s token on @FungoLabs
this is the line that actually changed how i look at holding one...
at least 5%, up to 20%, of the token from every drop launched on the platform goes to Genesis holders.
not just fee revenue...
actual tokens from other people’s collections.
most NFT projects stop giving holders anything the moment the mint ends...
here the set is structured as a long-term claim on whatever the Launchpad does next.
that makes the hold decision different from a normal PFP...
still not sure if the upside is big enough to matter once real Volume shows up.
do you see that future token share as a real reason to hold...
or just something nice on paper @FungoLabs?
12:30 UTC is in a few hours and i’m still not sure if i’m setting an alarm for the @FungoLabs Free Mint.
500 spots, exactly 3 Hours, then the Sealed-Bid Sale takes over... miss the window and you’re in the Auction.
most Free Mints i’ve done either drag on for days or turn into a gas war, but this one is a hard cutoff...
it forces you to treat it like an appointment instead of something you can check later.
the design is simple but it actually changes the behavior... you either plan to be there or you accept you’re paying in the Sale.
still deciding which side i’m on... are you setting a reminder for that 3-Hour block or just letting it pass @FungoLabs
Apes Sorsa 🍌 🦍 retweeted
Why settle for less when you can get more value with Sancus?
buy and sell BTC, ETH, USDT, USDC, SOL, and more with competitive rates and zero deposit fees.
Plus, Bitcoin Lightning support makes sending BTC even faster
Make every transaction count give @sancus_africa a try today
Apes Sorsa 🍌 🦍 retweeted
moved the Leverage slider on @agenticscredit last night.
just to see...
Agent shape changed right away.
started the Paper run...
Risk Engine still enforces every Stop.
ACS updates...
and $CREDIT keeps adding with no capital in.
checked the Agents page...
Sliders sit next to Preset and plain language.
different from the loose Paper i expected...
how high do you usually push the Leverage ceiling...
before a Paper session on @agenticscredit
Apes Sorsa 🍌 🦍 retweeted
PT 4: Why starting with the end in mind and setting massive goals like impacting a million people is the ultimate principle for building something huge, inspired by Stephen Covey's 7 Habits 💀🔥 @MateenMohammed_ @Hamieverse
Apes Sorsa 🍌 🦍 retweeted
Good morning CT
Been looking at @playnexaria again this morning and the more I see of it, the clearer it gets: this is one of the more interesting browser based games I’ve come across lately.
Real time space MMO that actually runs in the tab. You start with a mining ship, upgrade through different hulls, and eventually go after the mothership. No download, no install. The gameplay clips they’re posting are from the actual build, not concept art.
Still early, waitlist is open and pilots who get in early will be in on launch day. Worth keeping an eye on if you like space games or projects building on Robinhood Chain.
playnexaria.com/waitlist?ref…
Apes Sorsa 🍌 🦍 retweeted
I fly aircraft that report problems in seconds and file them in weeks.
In May a crew logged a subtle altimeter drift during descent. By the time a technician read it, that aircraft had already had a near miss in low visibility.
The crew was right. The note was just outside the aircraft's clock.
A court runs on years. An aircraft runs on seconds. An answer that arrives outside the clock is not safety, it is a post-flight briefing.
Lee Castleton was bankrupt years before the Horizon records were shown to be wrong. The court kept perfect time. It was never his clock.
AI agents will run on milliseconds. A system measured in months is not slow, it is in another universe.
That is what @GenLayer is: an adjudication layer where many independent AI validators read the same evidence separately and reach a verdict together, in minutes and at a fraction of the cost of a court.
Minutes is not instant, but it is inside the life of a disputed deal. That is the clock that matters.
I process flight telemetry in real time now. Not because I distrust the report. Because the report was never the problem.
What is one near miss that only made sense afterwards?
#JusticeNeedsAnUpgrade
Slow. Expensive. Wrong.
It's been this way for centuries. It doesn't have to be.
#JusticeNeedsAnUpgrade
Apes Sorsa 🍌 🦍 retweeted
most NFTs reveal everything as soon as you mint. @FungoLabs is exploring what happens when you don't have to.
using Zama's FHE technology, FungoLabs lets NFT artwork and traits stay encrypted, so holders can choose when to reveal what’s hidden.
think about minting a collectible without seeing all its traits straight away, then discovering them later.
that adds a different kind of excitement to collecting. Rarity, surprises and the timing of a reveal all become part of the experience.
i like the idea because NFTs could be more than just something you mint, display and forget about.
the real test now is seeing what people build with this technology and how it works in practice.
keeping an eye on @FungoLabs
i've been checking out @FungoLabs , and the way they're handling NFT reveals is pretty different.
usually, you mint an NFT and the artwork and traits are visible straight away.
FungoLabs wants to change that.
using Zama's FHE technology, the artwork and traits stay encrypted onchain until the holder chooses to reveal them.
so you don't have to show everything from day one.
i can see this working well for collections built around mystery, surprise reveals and different NFT experiences. It also gives holders more control over when their traits become public.
the technology is interesting, but what i really want to see is how FungoLabs puts it into practice.
there's room to do more with NFTs than just mint, reveal and trade.
i'll be following this one.
Apes Sorsa 🍌 🦍 retweeted
was out earlier and opened the Telegram app for @agenticscredit...
could watch the Paper positions and the ACS factors right from the phone.
same fills still build both the score and the $CREDIT side, no switching back to web.
Agents page lists live ACS, analytics, and cooldowns all available in chat... didn’t think that much of the risk stuff would work the same on mobile.
do the fill alerts actually come through fast, or do you mostly just check later on Agentics Credit
