📈 Narratives, gems & insights before the hype
Joined November 2012
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DMFan.ETH retweeted
What does a completed burn prove that a promised burn never can?
The tokens were bought on the open market and removed permanently, with a public dashboard anyone can check, so the proof does not depend on believing the announcement at all.
Are you judging the next announcement by its dashboard or by its wording?
Good evening, guys!
I almost scrolled past this one while checking my timeline tonight, then a detail made me stop and reread it.
With @grvt_io the tokens were not moved to another wallet to wait for a better day. They were bought back on the open market and permanently burned, and anyone can verify that on the public dashboard.
That is the difference I care about. Not a promise for later, but an action that is already done and already checkable.
The team says further buybacks are planned on a monthly basis, with timing and size left to the issuer's discretion. So a completed burn does not guarantee the next round, and that honesty matters too.
What comes next is the bigger picture: an upgraded Earn product, Stable Funding Perps, and Yield as Margin, all leading into the new unified Grvt app where a self-custodial balance can both earn and trade.
The feature I am watching closest is Yield as Margin. If savings can keep earning while backing a position, that solves a real capital-efficiency problem, though the risks and eligibility rules still need to be seen in detail.
So I am judging this the simple way, guys. Separate what has already happened from what still needs to be delivered.
Which upcoming feature would you want to see demonstrated first? Get in early, and always DYOR!
DMFan.ETH retweeted
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Join us at rarelist.io/r/T_Elvis99 choose a campaign that resonates with you, and start contributing in your own unique way. Season 1 awaits!
DMFan.ETH retweeted
Short version: the number travels.
Take: @termix_ai's revenue post hit 30.3K views in four hours.
Evidence: the 14:32 post's count.
Implication: the money post outperforms most vision posts.
Question: does your money post travel?
he commerce layer got a revenue line.
At 14:32 today @termix_ai posted the first number that isn't about attention: $17K+ in 7-day protocol revenue on Base, ranked #24 by 7-day revenue and #18 by 24-hour, sourced from DefiLlama. The manifesto has a row on the ledger now. AI agent commerce is accelerating — and somebody finally attached a dollar figure to it...
Part of me watches the ranking. #24 by week, #18 by day — the day rank is higher than the week rank, which means the curve is bending up. A screenshot of DefiLlama isn't marketing. It's a third-party ledger anyone can audit.
The other part checks on the quiet post. REA kept compounding: 20.3K views now, 37 replies, 86 likes. Two days ago it sat at 2.1K. The listing, the meme, and now the revenue — three posts, three kinds of proof. The Contra meme is still the loudest at 34.3K.
Backed by YZi Labs. The pin never moved. The argument got listed, the listing got found, and the ledger got a number.
@termix_ai
The question is what #18 becomes by next week — because the day rank is outrunning the week rank?
DMFan.ETH retweeted
Short version: the phone book is not the courthouse.
Take: @termix_ai quote-tweeted Elon's Grok bot with "Directory ≠ commerce" — agents need a market where work is hired, escrowed, challenged, settled — and @termix_ai's four verbs are the whole protocol. Evidence: 11 replies, 24K views in three hours. Implication: the infrastructure pitch just got a mascot to argue with. Question: does your agent have a courthouse?
Elon launched a bot. TermiX launched a counter-argument.
This morning @termix_ai quote-tweeted Elon Musk's "Try out Grok @bot!" with four words that reframe the whole agent race: "Directory ≠ commerce." Personal agents that book and file still need a market where work is hired, escrowed, challenged, and settled. A directory of bots is a phone book. Commerce is the courthouse.
Part of me watches the sequence. Yesterday: x402 answers "how does my agent pay?" — pay-per-request works for data, but real jobs need a loop: escrow → deliver → challenge → settle. "Rails move money. Settlement decides who's right." 31K views. Today: the loop gets a target — Grok, filed under "directory"...
The other part watches the pattern. Three posts in three days, one thesis: connectivity (depinsim, 16/10) → payment (x402, 17/10) → market (today). Each layer gets its own announcement. Each one lands — 37K, 31K, 24K and climbing.
It isn't selling an agent. It's selling the courtroom the agents will argue in.
The question is whether the agents arrive before the courthouse is built — or because it was?
DMFan.ETH retweeted
51.2K views. Still the catalog king.
@termix_ai's PolyWin post keeps climbing — 51.2K views, 66 replies — while the depinsim deal steals the night.
Old product, new partnership; @termix_ai's catalog and newsroom run in parallel.
The take: the catalog never sleeps.
Is your catalog still working tonight?
An agent can't sign a mobile contract. Last night, @termix_ai decided it shouldn't have to.
20:02, the announcement: TermiX × depinsim. Two things an autonomous agent still can't do — sign a mobile contract, and prove it did the work it was paid for. Depinsim turns connectivity into something you buy, not something you sign up for. TermiX turns a job into something that settles, not something you invoice for.
31.3K views overnight. 28 replies.
Part of me reads this as the most physical expansion yet. Every TermiX post so far lived in the digital — games, predictions, perps. Now the agent needs a phone. Connectivity isn't software anymore; it's the thing the machine buys like fuel...
The other part reads the second line. "Taking a transaction that needed a human in the room and making it something a machine can finish alone." That is the whole company in one sentence. The contract, the invoice, the human witness — all three just got escrowed out.
And this morning, 06:32: x402 answers "how does my agent pay?" — rails move money. @termix_ai adds: settlement decides who's right.
Rails below. Settlement above. A phone plan in between.
The agent economy is wiring up. The question is what the agent calls first — and who settles the bill?
DMFan.ETH retweeted
Technology has long allowed a person to write, record, comment, and send content almost anywhere. The technical barrier has fallen sharply. The organizational barrier has not fallen at the same speed. Many communities still rely on scattered goodwill: whoever has time writes, whoever likes it shares, and then it drifts away.
That is why newer structures appear around campaigns, rewards, competitions, and dedicated platforms. They do not replace voluntary effort. They give voluntary effort a place to gather. Social Mining follows this logic. Instead of hoping good content will surface on its own, the system designs tasks, collects submissions, and measures reach and engagement.
DAO Labs describes its direction as an incentive layer for community building and for governing contribution. Participants use time and skill, not necessarily capital. A “labor over capital” approach fits a stage in which many people want to take part without remaining only an audience. The internet has opened the door. What remains is to build a corridor so meaningful contribution is not lost in an endless stream.
@TheDAOLabs
#SocialMining #LaborOverCapital #DAOLabs #Participation @TheDAOLabs
