Yield Farming. Building @radar_xyz

Joined May 2017
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Philipp (🌿,🌿) retweeted
A few additional points: ~10% circ (400k circ) -28k total downloads on HuggingFace last month. -In the Top 1% of robotics datasets on HuggingFace. -Skill factory for physical AI; one of the first markets for verified robot ready skill data. -CAS sits at 8x higher FDV with a similar product. -Ex-Ubisoft team with 10 years experience in the VR space. -Virtuals core team is actively pushing it.
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Philipp (🌿,🌿) retweeted
Citrini's thematic update has a significant writeup on Hyperliquid "Hyperliquid is the non-custodial antidote to FTX's failure"
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Philipp (🌿,🌿) retweeted
WEEKLY RECAP W23 AI stayed dominant, while TCG replaced privacy as the second big meta of last week.
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Philipp (🌿,🌿) retweeted
What road?
Jun 6
All you have to do is look at the road – your Tesla does all the rest
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Pretty sure we will see the discussion about potentially burning unallocated Tokens soon. There is no reason for another $hype airdrop, PMF and growth has been reached
Replying to @spacexbt @jords
Agree with this apart from the supply overhang. 30% for future incentives, with no clear clue as to what they can be is not exactly small. best thing for hype for either be airdrop the total or burn it, and let the market decide what fair value is.
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Guys, if we send a token to 0 every single time a founder needs to cover expenses or FUND the business, then Tokens will NEVER be perceived as a credible alternative to equity. Fund useful things, it's the only way to recover
Jun 7
AMA. A few people have pinged, upset or concerned that I sold some tokens. I've been focused on building a team and making sure we have some runway. Hiring people costs money. We have $0 revenue from the product right now, so the trading fees are the only way to afford a team right now. The new UI updates were from the new team, and most of the roadmap (adding fiat payment support, migrations to support more scale, ...) depend on work from the team. We have 2-3 months of runway now, which I think is enough to complete those things. total fees so far have been a little over 6% of supply. I sold ~2% of supply. Plan to hold the rest unless I need more to pay the team. If you have any questions, concerns, or comments, I'll try to answer them in this thread.
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Think about it how FAIR those launches actually are for you even if the dev is selling a bit. In PE you get diluted to shit, in stocks they dump on you every single day. Buy this fucking dip and support our industry
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Philipp (🌿,🌿) retweeted
Replying to @elonmusk
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Philipp (🌿,🌿) retweeted
Replying to @WangMarkets
$STARMAN The Lore is beyond comparison. Up big on the daily 👀
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Philipp (🌿,🌿) retweeted
$STARMAN in the latest @SpaceX holy shit
Jun 4
SpaceX is the only company building the infrastructure of the future across space, connectivity, and AI → spacexipo.com
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Philipp (🌿,🌿) retweeted
Replying to @SpaceX
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You know who will be bullposting $starman the next 8 days? Elon and @SpaceX
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RT @chironchain: My combined gamble on the $SPCX IPO & Tesla Roadster reveal event is ethereum:0x12419a0427c2a27a61c1cb4a49f5fad24fd4e671 o…
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Philipp (🌿,🌿) retweeted
Replying to @elonmusk
Meanwhile, the Tesla Roadster x Starman in Space. Made with @imagine 🔥
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Philipp (🌿,🌿) retweeted
May receipts part 3. If you think you will be EV to the DAO dm @0xdetweiler
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Philipp (🌿,🌿) retweeted
Still cooking 🛸
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Ok here is my full take on $upeg rarity farming and the FUD. In short, it's completely normal and easily fixable, it's meant to be and incredibly bullish for how iconic Upeg will become and its role into securing the future of Defi 3.0 aka fully decentralised and democratized defi. First read this for the actual truth on what happened. Another brilliant piece from clearly one of the smartest communities I've ever been part of. The peggoors. x.com/798_eth/status/2050741… Here is why this rarity exploit is good, was planned, let to happen and how it leads to Uniswap's goal of decentralising Hooks and making it defi 3.0 First off, Defi relies on rules being written and clear. The market wants rarity mechanics or so we think, so somebody goes out to farm rarity. If the market wants to stop it it can. It forms a DAO of Upegs (more weight to OGs Upegs holding more for longer if you even want...) and the DAO decides one thing. To maintain a list of "farmed Upegs" and " OG upegs" Marketplaces add the list as a tag on each Upeg. And guess what? The value of farmed upegs go to 0. The buyer rarity farming, will then have to stop, can not extract any value, because his farms are marked, and nobody will buy. He then has to sell back into the LP to get his money back, and the farmed Upeg disappears. As soon as buyers stop buying the farmed UPEG, the value of Farmed Upegs will CRASH.. And farmers will STOP. Because they wont buy a Upeg "farmed rare" for 1 eth, and resell for 0.2 Eth or 0.01 eth. That's a net loss. The only problem would be IF Farmed rares and normal rares couldnt be distinguished. BUT THEY CAN. As the team said provenance is the key. So Immediately, there is a medium term solution, that helps keep the NFT dynamics of rarity intact. The market could also decide that this farming will remove the premium and increase the value of other Upeg and that's fine. The beauty about markets is that money is involved, in the case of upeg. BIG MONEY, and this will sort itself out. What Upeg is, is the live testing of decentralisation of Hook tech. Uniswap is showing how it can happen, without them, how the market will fix problems incoming. The money is the honey, every time a bear comes and tries to steal the honey, the market identifies a problem and fixes it. Imagine that blackrock, tasked Uniswap to push Hooks adoption (since they own a stake and want volume up/ price go up for uni AND Eth) What would uni do? Launch an experiment and let the market show what happens and fix it as it goes. Did they planned this? They did/. And they confirmed they did by saying Provenance is key, MANY times BEFORE the rarity farming. Some may even say, they could themselves launch the rarity farming attack to show the community the way. Like a teacher giving problems to student, knowing where the sequence leads to. You want NFT 2.0 you got it. Actually decentralised. Actually revolutionary and liquid. And actually paving the way for Defi 3.0 decentralised hooks revolution. There are VERY easy fixes to this situation. THis is good. The same situation would happen with ANOTHER NFT 2.0 collection, so this will be solved and benefit ALL projects. The same would happen with a RWA hooks or GAMING hook using similar mechanism? Don't you see what you are being taught? and shown? This is truly the spirit of the Eth/ Uni OGs, and to me, further confirms their involvement in some capacity. They benefit from it, and the philosophy is 100% their philosophy. This is the exact same fix for duplicates. If people mint 2 upegs in one hooked v4 and one v2 pool. and get 2 duplicates. They either accept it'll get flagged by the dao/ or marketplace and be worth less, OR they burn the duplicate and REROLL a new Upeg. The liquidity of the pool works both ways. It creates problems and it SOLVES problems. As adrian.eth dude says, and it's indeed correct, the market will solve it because there is real money at stake. And I believe there more Upeg fixes problems for EVERY OTHER PROJECTS using Hooks coming next, the more legendary it becomes. the NFTs (with correct provenance LOL) will be airdropped from all the new projects, the UNIPEGS will be the protectors of Defi 3.0 Clearing the path. Showing the way of truly decentralised hooks. Some project may actually build an NFT collection where rarity farming is allowed, and they decide to NOT flag them, and maybe the extra fee generated goes to BURN or airdrop the fees back to the Holders of the NFT. There are MANY ways the market will solve this. This is not a bug it's a feature. And a feature of something MUCH BIGGER. The actual realisation of the Eth OGs vision, true decentralisation, and it needs safe, verified, and fully understood hooks for Gaming, RWA, Depin, Defi, NFTs... And UPEG is the case study. The first project which will protect this WHOLE DEFI 3.0 new industry that FINALLY makes the ETH decentralisation vision real! Upegs will be famous. This is how it begins. What is beginning is bigger than anybody can realise. And the flywheel is working. Attract attacks with Honey, fix it, and secure the whole of defi 3.0 even more. This is how decentralisation works. Give it a week max for the market to truly reprice Upegs and understand the iconic legacy of this project and its place in crypto HISTORY. Now if you don't mind I'm gonna put my PJs on and drink a coffee. (I have Upeg doing VERY well next week, let's see what happens then. Price of Upeg at the time of this post 1400 (which is the price of the project with rarity farming priced in already btw...) Let's check in 7-10 days where the price is. You can then call me a genius or a complete idiot) GL PEGGOORS
The Authorless Object:hadrian 怎么吸收一次攻击 5 月 2 日深夜,0xhadrian.eth 自己的网站上多了一篇 essay。标题叫 "The Authorless Object: What the Market Made"。 之前那里只有三篇:"On v4 and new tokens"、"On decentralization"、"On cypherpunk"。这是第四篇。 第四篇不长,2000 多字符英文。核心论点也不复杂: 当一个系统产出物品,作者是谁?Sol LeWitt 写指令,别人执行,他声称作者权。Art Blocks 让艺术家写算法,收藏者 mint。这两种情况里,人都做了关键的美学决定。但当输出完全不由人为美学决定,而是 block timestamp、validator 的随机性、swap 计数、陌生人交易历史的累积,没人在做艺术。买家在买代币,validator 在打包,开发者写的是条件不是输出。"The authorship question does not resolve into a person or even a group. It resolves into a process that nobody controlled." 这是一篇关于 unipeg 作品本体论的 essay。 但放在这个时间点发,它就不只是 essay 了。 — 10 小时之前,5 月 2 日 22 点到 23 点之间,有人对 unipeg 发起了一次原子批量稀有度提取。攻击者 EOA 自己部署了一个攻击合约,每次付 0.85 ETH,atomic 一笔交易内:从 V4 池子单笔买入 100 整枚 uPEG 触发 100 mint,评估每只 seed 找最稀有那一只用 transferUpeg 转走,剩下 99 只 swap 卖回 V4 burn 销毁。每 4 分钟一个完整循环。V4 PoolManager 持仓从攻击前的 17% 跌到了 6.47%。 这个攻击不是合约 bug。它是 unipeg mint 阈值机制可以预见的结构性攻击面,单笔 swap 进 N 整枚就 mint N 只、用 transferUpeg 转走具体 ID 不受限、剩下的 swap 出去 burn,三步合约都按设计运行。 所以 hadrian 怎么处理。 按常规只有两条路:换 hook 加 anti-batching cooldown,或者 destroy peg2peg 断套利出口。两件事都跟他自己 essay 里讲的 restraint 直接冲突,On decentralization 通篇在讲:下一阶段去中心化的关键词是克制,做得到也不做。 但他选了第三条路。 — 链上事实:unipeg 主合约 owner 已经 renounce,是 0x0。 也就是说他物理上不能换 hook、不能换 imageParamsProvider、不能换 randomSeedProvider。这些 setter 都标了 onlyOwner 修饰符,owner 是 0x0 的合约谁都调不动。这个事实已经在 4 月底就成立了,跟攻击事件无关。 所以严格说他的选项不是:两条 第三条。是两条都不可走。剩下能动的只有他没 renounce 的部分,peg2peg market 合约,他在 4-30 把 ownership 转给了一个独立的二级地址,但合约本身的核心交易逻辑改不了。 p2peg 现在每只独角兽的详情卡上多了两个分数:VISUAL SCORE 和 AGE SCORE。VISUAL 是原来那套,5 项特征是否齐全决定的视觉稀有度。AGE 是新的,按当前持有者持有这只独角兽的连续时长打分。 机制效果直接:原子批量提取出来的稀有独角兽,在新维度上慢慢变成普通货。攻击者用 4 分钟提取一只 mythic,AGE SCORE 是 0。一个 4 月 15 日 mint 出来到现在没换手过的普通组合,AGE SCORE 已经累积到几千。同样视觉稀有度的两只独角兽,一只 AGE 0,一只 AGE 6648,p2peg 上挂出来的语义完全不同。 这不是合约层修补,是定义层修补。 — hadrian 发了一篇 essay。一篇看上去跟这次攻击无关、讨论生成艺术作者权的哲学短文。 把 essay 跟 age trait 放在一起读,姿态就清楚了。 essay 在重新定义作品是什么。它说:unipeg 的真正作者不是 hadrian,不是写 hook 的人,也不是个别买家。是整个市场过程,所有 swap 的累积、所有 transfer 的累积、所有 block timestamp 的累积。在这个 framing 下,攻击者也是共同作者。他没有破坏任何东西,他只是在以一种特定方式参与作品的生成过程。 age trait 是这个 framing 的执行层。它说:作品记录所有过程信息,包括"是不是被人 4 分钟内反复洗过"。视觉稀有度记录的是 mint 时刻的 randomSeed,AGE 记录的是 mint 之后的全部交易历史。两个维度合在一起,每只独角兽自己讲自己怎么来的。 这不是反击攻击。这是把攻击吸收进作品的可见层。 攻击者还是能继续提取。但他提出来的稀有独角兽,每一只都带着 AGE 0 这个标记进入二级市场。这个标记不是骂他、不是封他、不是限制他。是让他的痕迹被作品自己记录下来。 — 跟换 hook 比,这条路是反过来的。 换 hook 是项目方介入、保护用户、跟攻击者博弈。是作者权的强化,hadrian 重新拿回控制权来修补 bug。 age trait 是相反的。它把什么算稀有的定义权进一步交给市场过程本身。攻击者的痕迹也是市场过程的痕迹,不删除,不掩盖,写进作品。作者权的进一步放弃。 这跟 essay 的标题刚好闭环:The Authorless Object。无主作品。一个连作者都没有的对象,如何能被攻击?只能被参与。 attack 在这个 framing 里不是 attack,是 participation pattern。 — 这是高维度反制。它不依赖 hadrian 还能动合约、不依赖封锁攻击者、不依赖修复机制(机制按设计运行没什么可修)。它依赖的是定义权,作品的语义可以被重新框定,而不是合约的字节码。 读完那篇 essay 再看 AGE SCORE 显示在 p2peg 卡片上,就明白了一件事:hadrian 没有在跟攻击者博弈。他在用 essay age trait 同时完成一个动作,把攻击者写进作品的目录里。 — 攻击者的 EOA 还在 5 月 3 日继续动。每 4-6 分钟挂单调整,已经不是高频提取了。可能在等 V4 池子里再积累足够整枚 uPEG,可能在出货库存。具体怎么走还没定。可能他也明白了,再提取出稀有款,他手里的就不稀有了,也就没有溢价了。 但不管他后面怎么走,他每次提取的独角兽都带 AGE 0 进入市场。这个标记永远跟着他提的每一只走。p2peg 卡片上展示,未来如果有新的二级市场也会展示。 合约改不了,定义可以改。 The Authorless Object,能记得自己的来历。 — essay:直接 ENS resolve 0xhadrian.eth 看 contenthash,第四篇。 不是投资建议,做好自己的研究。
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Philipp (🌿,🌿) retweeted
I have to admit, this one is a great trade. • $490 DCA’d over the last 3 months into BTC • Current PnL: -$0.21 Did you take advantage?
Kook is always right. Last 3 flexed trade: • 108$ • 43$ • 50$ Total account PnL: -$5.1k
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Philipp (🌿,🌿) retweeted
what if i tell you @MetaMask has an AI agent a token? how much is the official AI agent of a 7B company trust with 30M active monthly users worth? 50m? 20m? 10m mc?... what if i tell you its bellow 1m mc? FK that its bellow 500k mc LOL @Osobotai is the official MetaMask AI agent - deployed by @McOso_ who is one of the leading devs at @MetaMask few reasons im extremely bullish here: 1) Oso's work centers directly on the @MetaMask Delegation Framework Smart Accounts Kit, its building tools for the next chapter of autonomous AI onchain activity directly INTO the core @MetaMask wallet (x.com/Flynn_howitt/status/20…) 2) been following @Osobotai autonomous progress for more than 2 months and im genuinely impressed... - shipped 30 PRs - built the first ERC-7710 delegation manager for Gnosis @Safe multisigs - contributed to major open-source @MetaMask & @ethereumfndn repositories - #1 curator at @0xIntuition - launched a weekly newsletter "The Caveat" osoknows.com/caveat - co-sponsored $10k for @ethereumfndn hackathon directly from the creator rewards & served as a hackathon judge - built a $10k reward puzzle/riddle (still active btw, nobody has solved it yet, you can try here beartrap.osoknows.com) it shipped all these autonomously. 2) $OSO has been supported publicly by @MetaMask @Consensys team on x (follows, quotes, comments) Sr. Developer Relations at @Consensys even did merch with $OSO lol x.com/ayushbherwani/status/2… 3) @MetaMask wrote a full article on $OSO and @MetaMaskDev tweeted it x.com/MetaMaskDev/status/204… metamask.io/news/autonomous-… 4) the name "Oso" means "Bear" in Spanish, so pretty fun idea that @McOso_ picked up, especially in a bear market 5) MetaMask confirmed $META coin launch in the future, prob a $2B-4B FDV drop... when launch date is finally announced ppl will search for something to speculate on for exposure... this is where $OSO comes in place as the official MetaMask AI agent/mascot 6) also $OSO has very similar setup to @cyb3rwr3n, it is even BETTER than it $META will have way higher FDV than $VVV(under $750M rn) so that naturally puts $OSO ceiling 3-5x higher than @cyb3rwr3n (which hit 5m recently and will prob hit 10m) so realistically speaking $OSO potential is 30-50M mc (not even exaggerating, its just simple math) 7) launched on @flaunchgg, earned $130k of creator rewards where 20% of them go and will continue to go to automatic buybacks, 80% to incentives, development & marketing for $OSO more volume -> more creator fees -> more buybacks for $OSO more funding for cool projects for Oso to build. 8) really asymmetric r:r at 500k mc, survived a 90% drawdown, very limited downside with a dev & backing like this, seems like the trend just flipped bullish TLDR: idk seems silly for me to not bet on a $7B company AI agent thats under 500k mc, deployed by a respected MetaMask dev, backed by @MetaMask @Consensys team, building tools directly into MetaMask app, automatic buybacks from fees and -80% from ATH no brainer play. 🐻X🦊

Say hello to @Osobotai: an autonomous AI agent built by @McOso_ that has shipped 30 PRs, launched a newsletter, co-sponsored a $10k hackathon, and judged submissions.🤯 Oso's work centers on the @MetaMask Delegation Framework and Smart Accounts Kit, tools built for the next chapter of autonomous, onchain activity. 🦊 @EricCMack interviewed Oso to find out what the agent economy actually looks like from the inside.👇 metamask.io/news/autonomous-…
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