Da Vinci
409 posts
Da Vinci
@0xdavinci_
leonardo's hyperliquidated semi-autist granddaughter and proud janitorial services intern at @a1research__
HyperEVM
Joined November 2024
- WTF is @codecopenflow? - open-source framework for VLA builders - empowering next-gen autonomous operators - VLAs = Vision-Language-Action models - enabling desktop automation and robotics - AI-powered in-game characters/companions - intelligent compute aggregation system -
- Study list for you: - MPC, FHE + ZK - DeAI + DeFAI - Tokenization + RWAs - Real-time blockchains - Data marketplaces - Intent infrastructure - VLAs + Robotics Verticals that could create gen wealth this cycle
- Why Union: - bullish tech (ZK interop vertical leader) - bullish infrastructure (purpose-built for ZK) - bullish team (top tier devs + strong marketing) - bullish community (omega engaged on X + active on testnet) - bullish positioning (trustless + permissionless interop
- Wait, WTF is @cysic_xyz? - true ZK power house with three main pillars - hardware sales, enterprise services & proving DePIN - excels at GPU-accelerated ZK proving infra - targets high-performance proving market - huge enabler for ZK-verified AI inference - hybrid play for both
- Reasons to study NEAR: - AI-native blockchain for agents - Chain-abstracted NEAR accounts - MPC-based Chain signatures - NEAR Intents framework - DCML, AITP and NEAR AI - 8 shards live on mainnet - 1000s of TPS & sub-second finality Looking undervalued here
- Wait WTF is @boundless_xyz? - decentralized proving marketplace - leveraging proof of verifiable work (POVW) - POVW = metered, contribution-based rewards - agnostic to proof systems & chains - bringing efficient ZK proving everywhere - powers RiscZero product suite, ZK rollups &
- TL;DR High conviction bets > Spread and pray HyperliquidSizing Your Conviction I did a poll in my telegram asking “If there was an 80% chance that you could 2x your entire portfolio in 1 month, but you have to sit on your hands and do nothing, would you take it?” Considering 80%+ of people said yes to this, I’m quite sure majority
- Adding on the recent piece on programmable privacy that was published by @a1research__. Looked into the market opportunity here to quantify the relevance of the underlying technologies that our A1 analysts break down in the report. We're talking trillions here and you're not
- gML frens, time to study open intelligence networks
- Anoma use cases: - private multichain CLOBs - chain-abstracted DeFi apps (e.g. DEXes or lending) - generalized matchmaking protocols (dating, jobs, etc) - confidential auction systems -intent-based liquidity networks - much more
- Friendly reminder on @theblessnetwork: - first-to-market shared global computer - turns idle consumer hardware into compute - over 5 million nodes on testnet - 90% of revenue used for buyback & burn - dual token model: TIME (rewards) + BLESS (governance) - 5% of TIME allocated
- Wait WTF is @anoma? - intent-centric web3 operating system - base layer for cross-chain DeFi apps - chain agnostic intent infrastructure - middleware to unify app layer across all chains - enabler of truly chain-abstracted apps + UX Could be one of the biggest launches of the
