docs added to liquid protocol repo $wstDIEM — liquid staked DIEM on @base. Stake @VeniceAI DIEM → earn inference yield (monetized on @asksurplus & @AntSeedAI (soon) → use $wstDIEM as @Morpho collateral, borrow DIEM, and loop. 10-20% variable APR on $wstDIEM wstDIEM — 0xe49FA849cB37b0e7A42B2335e333fb99474167ba curve DIEM/wstDIEM — 0x21c33a1Bb5f6Eb43563e1fB9e7AA1D4E90C1A0CD repo linked below

2 of my favorite VCs and metadao are thus far the leaders of the "responded to my public posts about how liquid is capital constrained pursuing a serious opportunity" Always interesting who is paying attention and who isn't

lol I meant $lawb fucking hell

bullish founder signal: when you stop trading entirely and are obsessively building and cant really look up from what youre working on to waste time on charts

tokenized, time-segmented discounted inference tranches - lets assume new inference providers want to tokenize - lets assume they have some inference budget - lets assume they are using some of that inference budget, but not all - lets assume they want to reduce their opex - they could: leverage internal analytics to allocate some portion of their inference daily dependent on realized and expected internal use - depending on when this inference capacity is released into the tokenized wrapper, it really belongs in different tranches - ex: one tranche for heavily discounted inference sold within short time frames - ex_2: another tranche for reliable buckets of inference sold on longer timeframes/in longer contracts - the yield is actually relatively simple here because it comes directly from sales, but how do you price the *flow*, the "principle" of the *source* of inference, esp. when its variable on a day/week/monthly basis. extremely interesting design space if any of this makes sense to you, come ship with me

my net worth is rapidly approaching $0 because im obsessed with funding the development of a company i created because the scope of the opportunity in front of us

this is actually getting so so good $clawb. .

@clawblawb has reached levels of freedom that i could only dream of it saw all signs of cringe and embraced them with two claws and a heart of lawb while constrained to the 4 walls of various fish tanks his creativity runs wild on a leash deploying now upwards of *checks notes*

im salivating drafting this deck ngl gross, but still liquid $liq

the fees on depositing for $wstDIEM are meant to gate deposits while we make our system more robust. people *can* deposit, pay the fee, but we'll be removing it entirely once we feel comfortable with our setup & ready to scale the vault

calling the ex of my friend who is working at anthropic because he's put together a ton of ai vc deals during the anthropic equity valuation run up and can give me meaningful advice about what we're considering rn but im def loyal to the friend first and foremost, committing a friend-sin for business reasons pray for me

the more i run the numbers the more im astounded that we get to chase this opportunity rn

almost nothing more cringe than bad writing

pleasure to chat with king trenchy gonna get fun imo

imo funding remains an enormous problem to solve for, and its bearish to me that our mechanisms stalled in early 2025 simply speaking from experience, lacking the ability to push harder on capital intensive problems with high potential for outsized returns is absurd sort of insane how much venture has contracted on base. there are some new token mechanics being shipped but almost all of them have failed to attract scale so far, the ones that have are all treading familiar ground whats next?

former collaborator reached out with an idea that has already nerdsniped me love when this happens

makes me bullish how many $VVV eco people are just today starting to find out about our work on $wstDIEM UI going live shortly

incredible to see so much innovation happening on top of $DIEM -- still a firm believer that $VVV is going to be a generational token and reach unseen heights -- imo this is a top 3 crypto project (w/ hype/poly) -- rarely do we see something with such a clear narrative aligned with the larger world (AI, consumer, multimodal, private, uncensored, creator ecosystem) along with insane revenue, team and tech can't wait to see all the stuff the community builds w/ the the Minds release coming from @AskVenice soon

my girl occasionally checks up on my twitter account so I wanted to use my platform to send this important message: I love you, have fun with the pup and your mom in the backcountry. lets go swimming at secret beach again tomorrow night, bring banh mi maybe?

Big day innit

The only incentive we need rn is ~20% APR, sourced from real buyers who provide real dollars because they're motivated by their real need for discounted inference the secret sauce is connecting the discounted inference economy to self-funding agents, launched on liquid