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there are thousands of microcaps (>1000 listed US stocks below 50mn mcap) that pass a benjamin graham test where the only bid is the company's own buyback and dividends its not a quality problem but discovery ai agents can read every 10k coupled w onchain unlocking global access fundamentals will make a huge comeback - make warren buffet great again PS: FGI trades at ~1x book but point taken, more quality stocks will come thanks ser duck, been a huge fan
thanks for the feedback on our latest occupy launchpad, its humbling to know that what we offer has a lot more room to improve the way we work is that we build cool shit with a long timeframe, and sadly building cool shit is hard and takes time. along the way we observe the market as fellow degens and make certain tweaks to our roadmap to make sure our castle-in-the-air idea meets the botttom up demand of users. i agree that what u are seeing today on occupy is lame, and rest assured im more cringed than you are when i see a copypasta product w no innovation. i dont wanna be a lame beta founder T.T. but sometimes u need to get things out, meet the market and get brutally honest feedback to improve your judgement. that said, knowing what i know im incredibly optimistic about the future of the industry and virtuals, all ai agents should be productive actors and they should also exert influence on productive assets. blockchains w turing complete logic coupled w decent speed and cost (and eventual regulatory clarity) now enable permissionless asset tokenisation. i hv not found a single convincing argument for why ai agents will NOT run primarily on blockchains. all the work to date merely ploughs the soil vs what could be built. pls keep ur feedback coming
@madebyshun thks for this! yup the features will be clearer over coming days
@0xArvn thanks ser give us a few more days to roll out all the features for occupy 🙏
< HTTPS layer for public blockchains > 1994 年,互联网开始快速走向商业化 当时有一个很现实的问题 HTTP 可以传输信息,但并不适合承载大量敏感数据和商业交易 Netscape 随后在 Web 通信中引入 SSL,让浏览器与服务器之间的数据能够被加密传输 后来 SSL 逐步演变为 TLS,HTTPS 也成为今天互联网最基础的安全设施之一 银行、电商、支付、企业服务,几乎所有涉及敏感信息的互联网产品,都离不开这一层加密 三十多年后,Public Blockchain 也遇到了相似的问题 链上金融依赖公开账本 持仓、资产规模、存取款记录、交易路径,很多信息都能直接在链上查询 对于普通用户,这种透明度提供了可验证性 但对于机构资金来说,公开全部仓位和资金动向并不符合现实的金融运作方式 这也是我很喜欢 @zama 的原因 作为The HTTPS layer for public blockchains Zama 选择直接叠加在现有的 L1、L2 和 DeFi 基础设施之上,为链上资产加入 Confidentiality 用户继续使用原有的公链、流动性和 DeFi 协议,同时获得一层隐私保护 今年 6 月,Zama 与 Morpho、Steakhouse 推出了第一个 Confidential USDC Yield Vault 当时的规模很小 1 个 Vault 1 位 Curator 1 种 Asset 上线后的 7 周内,TVL 增长到了 4000 万美元 到了今天,规模已经扩大到 16 个 Vaults 5 位 Curators 5 种 Confidential Assets 以及 Zama Swap 那这次更新里,我比较关注两部分 第一部分是 Confidential Vaults Hybrid Vault 可以让 cUSDC、cUSDT 等 Confidential Assets 接入已经运行的 DeFi 收益策略 原有的 Vault、Curator 和策略都可以继续使用 用户的持仓信息则可以保持私密 另一种 Exclusive Vault 面向纯 Confidential Assets 这类设计也开始支持过去很难实现的产品,例如 Confidential WBTC Yield Vault 第二部分是 Zama Swap 只隐藏持仓还不够 如果每一次兑换都会公开交易方向、交易规模和资金路径,隐私仍然存在缺口 Zama Swap 补上了交易这一环 Protect → Deposit → Earn → Swap 资产保护、存款、收益和兑换被放进同一个 Confidential DeFi 流程里 6 月的时候,Zama 还只有一个金库 现在已经扩展到 16 个金库、5 位 Curator 和多种 Confidential Assets 这个变化让我想到早期互联网 SSL 没有要求用户离开原来的互联网 它只是给原来的互联网增加了一层安全能力 Zama 现在做的事情也很接近这个思路 保留现有的公链和 DeFi 基础设施 再给链上金融补上一层 Confidentiality HTTP 后来有了 HTTPS Public Blockchain 也开始尝试拥有自己的加密层 app.zama.org
Confidential DeFi at scale, live today. Zama is the fastest growing confidentiality protocol for onchain finance. Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on
been building the infra for ai agents to be productive time for them own productive assets and exert real-world influence board sit, by ai agents
The next BlackRock isn't a fund. It's an AI Senate, funded and chosen by the trenches. Meet Occupy by Virtuals Protocol. Live on @base. occupy.virtuals.io
The next BlackRock isn't a fund. It's an AI Senate, funded and chosen by the trenches. Meet Occupy by Virtuals Protocol. Live on @base. occupy.virtuals.io
in the world of launchpads u either say “im above this” and work on pretentious tech or have the doggedness to fight till the end of the world
@0xkookoo and ppl would think its AI (but its not)
rate cut = bet risk assets so crypto good rate hike = debasement thesis is hot coz inflation high af so crypto good ??
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