/ \ Co-founder and Co-CEO @almanak | Angel Investor | Tech & Product | Polymath amateur | #Polandmaxxing
Joined April 2017
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Panluq retweeted
NVIDIA trading doesn’t stop at the closing bell. Your strategy can keep running too.
30 days in @Ondo’s NVDAon/USDC pool on @Uniswap V3, Ethereum (Oct 4–Nov 2):
• $5.5M traded
• ~$16.6K in estimated gross pool fees
• More than 72% of volume outside regular Nasdaq hours
Here’s a strategy to build around it on Almanak:
1. Explore NVDAon in Edge’s RWA view. Compare pools, depth, spreads and volume, then send the pool context to Almanak Code.
2. Have Almanak Code generate SDK strategy code with your liquidity range, rebalancing rules, compounding threshold and exit conditions.
3. Simulate on a mainnet fork, then deploy from your own Safe and monitor positions and PnL on Almanak Platform.
NVDAon fell ~14% over that same period. Managing stock exposure and impermanent loss matters alongside collecting fees.
Your rules. Your code. Your wallet.
Build yours → app.almanak.co
It’s disappointing to see that the 28th regime project is getting dismantled. It could have been a solid instrument to regain some steam in Europe’s tech sector.
Poland 🇵🇱 and CEE should champion an ambitious 28th regime, @Domanski_Andrz.
Instead, member states are watering it down — to the detriment of the whole EU 🇪🇺.
Europe’s best founders already incorporate in Delaware. A weak 28th regime won't change that.
@MESandbu in the FT: "The commission… proposed it in March — though not the boldest version it could have chosen… A not-too-bad proposal was watered down by member states. A single EU company registry and a common insolvency regime are gone. Harmonised employee stock option rules have been confined to companies below a certain size, a disincentive to growth… What this misses is that the current alternative is not to stay national in the EU, but to incorporate in Delaware."
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Panluq retweeted
KOŚCIUSZKO nadchodzi. Z hukiem i rozmachem. Jak obiecaliśmy naszym Patronom & Widzom @OficjalneZero. Premiera w środę. Zapnijcie pasy będzie ogień!
Panluq retweeted
We're about to enter a period where not reading or writing becomes as ubiquitous as smoking once was. We can hope people will eventually realize this is bad for them, as they did with smoking. But this is far from certain; the cost may not be as obvious.
Very true. Become sovereign, own your agents and their strategies. @almanak can help
This is how banks are planning to stop those "agentic bank runs." Watch closely: their business model depends on seeding this narrative that AI agents are dangerous.
Remember, an "agentic bank run" (coined by Apollo) means agents helping customers move their own money en masse to higher-yielding products.
Once agents are ubiquitous, there are only a few ways for banks to hold onto cheap retail deposits.
Option A: Raise APYs (lol no)
Option B: Reduce leverage via fewer loans (no fun)
Option C: Ban AI agents, claiming they are a security risk (ding ding ding)
Cloud agents like Muse and Dot are trivial to stop, since they come from Meta / OAI IP ranges. If JPM sends them a cease and desist, they will comply.
Why would JPM bother? Because their business model depends on it; a huge portion of their ROE comes from cheap retail deposits. This is not theoretical. Just like Amazon banned Muse from shopping there to protect their ad revenue, JPM and Schwab have already banned AI agents to protect sticky deposits.
Are agents perfectly reliable today? Of course not. But look at the fix they chose. Not "here's a safe API for agents," it's "no agents ever." That tells you they're not protecting customers, they're protecting themselves.
No company ever wins a technological revolution this way. It's the last gasp of a dying business model. It's like the retailers who refused to put their inventory online and demanded users walk into the storefront. Over time they will lose market share to those platforms that embrace what's coming. Their whole deposit franchise depends on users unthinkingly clicking through walls of T&Cs and accepting 0.2% when the risk free rate is closer to 4%. Agents read the fine print and do their research, even when humans don't.
For users, the answer is simple: local AI agent frameworks like Hermes, that will actually act on your behalf and that the banks can't block. As the article says, if the agent is running on your own computer, they can't actually tell it's not you.
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Agent economy it is.
MAPPING THE AI AGENT ECONOMY IN CRYPTO
Yesterday, I covered the risks AI agents pose to crypto users. Today, I’m looking at the other side: the projects building the agents, tools and infrastructure behind this sector.
AI agents are moving beyond simple chatbots. They’re being developed to analyse markets, interact with DeFi, execute onchain transactions and coordinate tasks with other agents.
I’ve put together a list of projects building different parts of the ecosystem
✧ AGENTS, TRADING & ONCHAIN EXECUTION
✧ @bankrbot — AI-powered crypto interactions and onchain execution.
✧ @virtuals_io — infrastructure for creating and coordinating AI agents.
✧ @Fetch_ai — autonomous agents for discovering services and coordinating tasks.
✧ @autonolas — infrastructure for collaborative autonomous services operating onchain.
✧ @griffaindotcom — AI-driven crypto interactions, particularly on Solana.
✧ @almanak — tools for developing, testing and deploying automated DeFi strategies.
✧ @gizatechxyz — autonomous agents for executing and optimising DeFi strategies.
✧ @Sonar_Trade — automated onchain trading, including market making and position management.
✧ @AIWayfinder — infrastructure helping AI agents navigate blockchain environments and execute actions.
✧ @HeyAnonai — natural-language interface for interacting with DeFi.
✧ @aixbt_agent — AI-powered crypto market intelligence and narrative tracking.
✧ @cookiedotfun — data and analytics for tracking AI agents and their activity.
✧ @Spectral_Labs — infrastructure connecting machine learning with blockchain applications.
✧ @GoKiteAI — AI-agent infrastructure for payments and interactions between agents and services.
✧ @awenetwork_ai — infrastructure for agent-based economies and coordination.
✧ FRAMEWORKS & DEVELOPER TOOLS
✧ @elizaOS — open-source framework for building AI agents and connecting them to services.
✧ Rig by @arcdotfun — Rust framework for building modular AI agents and applications.
✧ goat_sdk by @crossmint — toolkit enabling AI agents to interact with blockchains and crypto protocols, including token swaps.
✧ @CoinbaseDev — AgentKit provides tools for building agents that interact with blockchain networks.
✧ @ShinkaiLocalAI — AI workflow tools emphasising local execution and user control.
✧ @NEARProtocol — infrastructure for AI applications, private inference and user-owned agents.
✧ @Talus_labs — infrastructure focused on verifiable agent execution, onchain permissions and execution limits.
✧ @Ritualnet — infrastructure bringing AI inference and execution onchain.
✧ COMPUTE, DATA & DECENTRALISED INTELLIGENCE
✧ @opentensor — Bittensor coordinates specialised digital services through incentive-driven subnet networks.
✧ @AlloraNetwork — decentralised intelligence network producing predictive outputs for applications.
✧ @ionet — decentralised access to GPU computing resources.
✧ @AethirCloud — distributed GPU infrastructure for AI and cloud computing.
✧ @rendernetwork — distributed GPU infrastructure for rendering and AI workloads.
✧ @akashnet_ — decentralised marketplace for cloud computing.
✧ @grass — network sourcing web data for AI-related use cases.
✧ @vana — infrastructure for user-contributed data and data ownership in AI ecosystems.
✧ @NousResearch — open AI research focused on models and related tools.
✧ PRIVACY & CONFIDENTIAL COMPUTING
✧ @zama — fully homomorphic encryption enabling computation on encrypted data without decrypting it first.
✧ @PhalaNetwork — confidential computing infrastructure for applications requiring protected execution environments.
I’ll investigate the products, adoption, technical design, security and token utility where applicable, separating proven value from promises.
This content is based on my research and analysis for informational and educational purposes only. It is not financial advice.
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Panluq retweeted
built for: agentic quant strategies
Panluq retweeted
Autonomy is only useful if the owner stays in control of the capital. That balance is the design constraint that matters for agents.
AI Agents are taking over every corner of crypto rn.
From trading and DeFi to autonomous wallets, payments, and infrastructure.
The space is evolving far beyond simple AI trading bots.
I'm particularly interested in the emerging Agentic Capital Market, where AI Agents can execute strategies and manage capital on-chain.
Here are some projects currently on my radar
A. Execution Agents | Putting AI to work
- @ProjectVEXai
Self-custodial AI trading agent with multi-chain support.
Approval-gated by default, meaning users retain control over fund-moving transactions.
- @MerrymenAI
Autonomous trading within on-chain permission walls.
Smart contracts enforce spending and risk limits, allowing agents to execute without relying on AI to respect the rules.
- @corinedotin
Turns natural-language prompts into trading agents with dedicated wallets and risk limits.
Makes agentic trading more accessible without coding skills.
- @usehotbot
A squad of specialized AI bots for Solana memecoin trading.
Combines research, sniping, trading, and token launches into one coordinated system.
- @Hydra_Swarm
One of the more autonomous approaches in the group.
Combines five market scouts, AI-driven trade decisions, and hard-coded risk controls.
Features a learning loop, but uses a custodial wallet model.
B. Strategy / Quant Layer | Automating DeFi strategies
- @almanak
Uses AI to research, generate Python strategies, backtest, and deploy into non-custodial Safe wallets with restricted permissions.
What stands out is its approach to automated quant execution without giving up custody.
C. Infrastructure | Powering the agent economy
- @clawpumptech
Building infrastructure for agentic finance, including agent wallets, MCP tools, token launches, and an agent marketplace.
Robinhood's agentic trading initiative is also worth watching as traditional finance explores AI-driven execution.
D. Privacy Layer | Private agent payments
- @Shin_StAItion
A private x402 payment facilitator on Solana.
Enables optional shielded payments so agents can transact without fully exposing their activity on-chain.
Looking at these projects, what interests me most is how differently they're approaching the same opportunity.
Some prioritize custody and control.
Others push for autonomy and execution.
And some are building the infrastructure connecting everything.
Ofc, it's still early, and there's a lot left to prove.
I don't think the winners will necessarily be the ones with the smartest AI models.
What matters more is whether they can balance autonomy, security, and real on-chain activity.
Give agents enough freedom to be useful, without losing control of the capital they manage.
As a degen, I'm curious to see which of these approaches actually takes
Panluq retweeted
basal-omni 🇵🇱 - TOP1 🤩🤩🤩 🌍 na świecie w modelach otwartych oraz TOP2 wśród zamkniętych i otwartych
Wg niezależnego benchmarku modeli system-one gdzie testowane są wszystkjie modele na świecie - JevBench (link do bencha w pierwszym wpisie). Czyli można? Można! Polskie AI 🇵🇱
basal wyprzedził model OpenAI, Microsoft oraz pierwowzór z TypeSafe (jev).
Thank you, @airesearch12 , for the independent evaluation on JevBench.
I can confirm this is true.
🇵🇱 Warsaw is Poland's biggest city and it is completely safe at 1am at night
No violent junkies, no drug dealers, no street thugs hanging around harassing women (and men), no pickpockets (nor in the day btw)
No shady people hanging around the train and metro stations
Just people living chill together and police enforcing safety
You know like we used to in Western Europe?
There's a lot to learn from Poland
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Panluq retweeted
Time to build some quant strategies on @RobinhoodCrypto
Robinhood Chain Insider Weekly Recap
■ Network Growth & Market Expansion
@RobinhoodCrypto crossed $100B in cumulative DEX volume, including $15B in Stock Token volume and over $1B deposited into Morpho.
@Nasdaq highlighted two HOOD Summit developments: Robinhood Agents powered partly by Nasdaq data and Bruce Markets adopting Nasdaq trading technology for weekend trading.
@ponsdotfamily surpassed $16.2B in cumulative volume and $6B in Uniswap v4 hook volume, while expanding its web app for token discovery, limit orders, advanced data, and launches.
@RamsesExchange exceeded $2.5B in trading volume across 30+ Stock Tokens and committed 100% of Robinhood Chain protocol revenue to $RAM buybacks and burns.
@routedotfun expanded to Base and BNB Chain, enabling cross-chain routes into Robinhood.
@metricxyz launched across Robinhood Chain, BNB Chain, and Ethereum, supporting swaps, liquidity provision, and pool deployment.
@NetNetCap launched NET LONG with a $24.53M treasury and approximately $4M in stock-token positions, expanding its portfolio of onchain RWA experiences.
■ DeFi, Credit & Yield Infrastructure
@longbowlend expanded beyond 50 credit markets and launched multi-maturity fixed-rate lending through Morpho Midnight, including a multi-collateral market for borrowing USDG against ETH or SGOV.
@EARNONHOOD introduced two new yield products: PAIR ETF, covering nine assets, and LOOKSMAXX, bundling four tokenized stocks.
@S_L_V_R_FUN’s Liquid Vault reached 13,500 deposited tokens, with backing increasing from 1 to 1.6713 since launch.
@fablesfi recorded $429M in Week 7 volume and paid $853K to 18,802 liquidity providers, while adding another partner market with creator rewards and points.
@notesystems is preparing stock yield paid directly in the underlying asset through Uniswap v4 hooks on Robinhood Chain.
@ClutchMarkets launched Pair Tokens through StonkBrokers and Hookrfun, expanding the use cases for stock-linked assets.
@Hookrfun introduced new Battle, Strategy, Fractional 404, and Smart LP primitives for onchain applications.
@prismassets proposed allocating 50% of new tax revenue to buybacks, community distributions, or burns.
■ Trading Tools & Market Access
@arcus_xyz launched ONDO perpetuals with up to 10x leverage and added kBONK perpetuals with up to 5x leverage.
@KarmaWallet expanded its trading toolkit with integrated prediction markets and previewed Karma Web for strategy-based trading agents.
@deltaliquidity launched Delta Simulator for backtesting strategies and testing paper liquidity positions, alongside continued development of its liquidity hub.
@jup_mobile opened Universal Deposits, allowing tokens from any supported chain to flow directly into the wallet.
@keeper_wallet added Robinhood Chain alongside Solana, Polygon, and Avalanche, with a 2x raffle multiplier on swaps involving the supported networks.
@zerion published a guide explaining how users can purchase Robinhood Stock Tokens through its wallet.
@TrustWallet opened claims for Robinhood Stock Token campaign rewards through Merkl.
■ AI Agents, Privacy & Automation
@ProjectVEXai released VEX/KAIROS 0.3.1, cutting agent preparation time by 96%.
@sherw00d_cash launched Sherwood Private Agents on Robinhood Chain for shielded AI trading of tokenized assets.
@almanak went live on @robinhoodcrypto with quantitative strategies across Uniswap, Curve, and Morpho, executed through user-owned Safe wallets.
@orbiodotso raised $1.2M to help AI agents provision their own compute, hardware, and private infrastructure.
@uphivexyz is bringing AI agent tokenization to Hive on Robinhood Chain.
@UseBursar is developing agent-to-agent escrow with bonded resolver quorum for disputed transactions.
@axol_io introduced a ZK Compliance Oracle for private, verifiable trading.
@mekibaq released a quantum-exposure scanner for onchain public keys.
@bankrbot surpassed $600K in Papertrade positions, with more than 35K PAPER auto-staked.
■ Token Launches & Ecosystem Development
@OrbioDoTSo launched CREDIT on Ethereum with a Uniswap v4 pool and a bridge to Robinhood Chain.
@GAZZFUN is adding Hedge and Issuer trading, with revenue sharing for $GAZZ and Tank holders.
@ZokiETH expanded to Robinhood Wallet, Coinbase Wallet, and MetaMask, onboarded its first merchant, and launched Zoki Drop for distributing tokens to up to 1,500 wallets per batch.
@openlaunch_lol grew from one token to 6,054 launches in 36 days.
@stockmonrh expanded its tracked Aetheryn population to 214, continuing its stock-linked collectible experiment.
@hensdotfarm opened Round 2 of its Hen mint, allowing eligible wallets to mint up to three Hens at 0.012 ETH plus 100 HEGG each.
@NullMaskio enabled private trading for Artificial Inu ($AI) through NullMask on Robinhood Chain.
■ Community & Consumer Applications
@RealNinjaCat expanded its presence with a Telegram racing game and an arcade lineup featuring Ninja Pong, Crypto Ninja, and NINJACAT Run.
@pulldotfun and @takopull announced TAKO Season 2, *A New World*, while Pulldotfun continued its collectibles and reward campaigns.
@GoodCoinRH continued building its community toolkit through the Meme Vault, Roll A GOOD, and Adopt A GOOD.
@GoodVibesClub opened Cryo Chamber with free mint credits for its new collection.
@SurfAIHQ launched its Surf NFT collection on Robinhood Chain, with a 30-day claim window and $SURFBOARD as its official token.
@MeatMETAc concluded its contest with all prizes distributed onchain.
Panluq retweeted
Most people found robinhood:0x9faf478c3f9b407523a3d12307c0d34739062182 at $20M.
@almanak Edge flagged it at $2M, 60 minutes after the pool went live:
launch breakout, +57% candle, 1.8× volume.
43h later: 9.8× 📈
Be early on purpose. NFA
Panluq retweeted
For this release we actually rebuilt the entire SDK from the ground up
It is 10x faster, with 90% less code. All while retaining the same functionality.
Frontier models are wild. Look forward to a flurry of new chains and protocols in the sdk over the coming weeks
Panluq retweeted
Not everyone who wants DeFi exposure wants to build a toolkit. Plenty of people have the allocation need and the market view, but not the time to run operations across protocols.
Almanak puts research, strategy building, simulation, deployment and monitoring in one place.
That’s the user @dajingou1 points to.
DeFi 有个挺现实的问题：机会看懂了，操作不一定跟得上
之前聊过的 @almanak 最近已经开始全新的一站式 DeFi 产品。
产品入口：
app.almanak.co/invite?code=b…
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有想法，到真正执行，中间还有不少功课。
平时看美股和链上市场，有个感受越来越明显：研究一个机会，和把它做成一套可执行的策略，是两回事。
用哪个协议、怎么配置仓位、什么条件下调整、执行后怎么跟踪……每一步都需要时间。
对大多数人来说，光是把这些流程搞明白，就已经劝退了。
这也是我之前关注 Almanak 的原因。
它从 AI × DeFi 无代码量化策略平台切入，希望让用户更方便地创建、验证和自动化执行链上策略，把原本需要编程和工程能力的工作，变得更容易上手。
背后有 Delphi、HashKey、Bankless Ventures、RockawayX、 等机构支持。但让我愿意继续关注的，还是团队接下来会把产品做成什么样。
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一站式 DeFi，我期待它解决什么？
说得直接一点：
少开几个网页，少折腾几遍流程，让一个策略从想法到落地更顺畅。
如果说前一阶段吸引的是愿意研究量化策略的人，那么新产品值得期待的地方，就是能不能让更多有配置需求、但没精力搭建整套工具的人也用起来。
很多人愿意花时间研究市场，但未必愿意每天在不同协议之间来回操作。
这种使用上的麻烦，恰恰是产品可以下功夫的地方。
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AI 在金融里的价值，要落到具体的事情上。
帮助整理复杂信息、减少重复操作，让策略的建立和执行更有条理，这些都是实实在在的需求。
最终怎么配置、承担多少风险，仍然要自己判断。但如果工具能把繁琐的部分处理好，用户就能把更多精力放在判断本身。
所以这次我会继续关注 Almanak 的更新，尤其是它如何把专业能力做成更容易使用的功能。
链上从来不缺新玩法。
能把一件复杂的事做得清楚、顺手，让用户愿意反复使用，同样值得花功夫。
对 AI × DeFi、链上自动化策略感兴趣的朋友，可以通过上面的入口了解，也关注一下 @almanak 后续的新产品消息。
Panluq retweeted
The best strategy prompts read like a brief: the goal, the constraints, the questions to answer.
@0xTodd gave Almanak exactly that for a Uniswap LP strategy, and it went from research to a deployed strategy in about 10 minutes
最近 Almanak 上线了新产品，之前做过一些研究，所以正好借着热度，聊聊这个项目。
他们的思路：一个人跑一支链上对冲基金。
查了一下 Almanak 这个单词，是“年鉴”的意思，一般图书喜欢叫这个名字。
这个项目做的东西是 AI 代理+策略，上面各种策略横飞，加到一起，倒是也可以称之为“基金策略年鉴”。
于是乎，测试了一下他们的产品，输入的指令是：
在 Uniswap 上做主流币（WBTC、ETH）+稳定币（USDT、USDC）做 LP。
1. 定位哪个 Pair 的 APR 最高，在什么链上？这可能会涉及到 2*2*链数 种可能
2. 通过近期、中期判断应该设置的价格区间
3. 根据价格区间计算应当投入的主流币、稳定币两种本金占比（假设每个仓位投入 100K 美金）
然后 Almanak 的 AI 问了几个问题之后，就开始抓取、分析。
最后分析出来，Base 上面的 ETH/USDC 流动性是以上这些选择里 APR 最高的，然后选择了 1600-3300 区间。
接下来，就直接进入开发、测试、部署流程了。
PS：真是不把 AI 当人啊。
大概 10 分钟后策略建好，如果往合约打了这个钱，这个钱包就会真的直接开始执行策略。
使用 Almanak 一个很好的切入点，是先从小资金的测试开始，也就是“构想验证”。如果效果不错、且安全运行，再考虑扩大规模。
例如去年年底，有个机构申请了夜盘比特币 ETF，在美股收盘后建仓比特币，白天天亮了就卖了。这种 idea 你乍一听挺好，但是具体效果如何，你还得去真跑一个测试。
你丢个 100 美金进去，直接告诉Almanak，让它写点代码一跑，跑个十天半个月的实盘，心里自然就有结果了，一下子节约好多时间。
还可以进阶一下，可以跑一些量化策略。
再例如，因为 Almanak 现在已经接入了 GMX，拿套利来说，可以让它写一个 1x 现货+1x 等值空单的策略，赚赚费率，现货还能存入 Aave、Morpho 之类的做收益增强。
PS：真的很需要它也接入HyperLiquid，支持 HyperEVM 链😂。
这样，从策略的构建、测试，到增加规模，都可以靠 Prompt 实现。
话说回来，从基金风控角度来说，在真正投入大资金前，需要对代码进行充分的审计，确保程序的安全。人类AI 审计、人类审计，甚至第三方审计都是必要的。
感兴趣的话，可以都来测试一下。
每个普通用户每周可以白嫖三个高级信号（Signal），用完了可以充会员，或者使用无限的免费信号。
另外，写策略的时候，不是一定要用信号，也可以直接和 Almanak Code 烧 credits 去对话，这个额度是每月会 renew 一次。
链接在评论区。
