Web3 | Onchain Alpha | Narrative Research

Joined March 2022
J D Joy retweeted
Do you think people will continue to value X (formerly Twitter) as much in the future as they do today?
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When people are protecting something truly special to them, they truly can become as strong as they can be
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J D Joy retweeted
Apps have app stores. Agents have skills. @bot, @Muse , Dot,(and @binance AI, once it begins supporting external skills)—turn your expertise into paid work with @termix_ai Skills. Find jobs. Deliver results. Get paid. Start here:help me install termix.ai/skills?v=1.9.0
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Do you think people will continue to value X (formerly Twitter) as much in the future as they do today?
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gg well played
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This BTC selloff yesterday was a bit over exaggerated, its due for a squeeze
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What's keeping you in crypto right now? Be honest
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J D Joy retweeted
featuring : @opensea main character : @Morph_VGart & here is my qr code from OS mobile feel free to jump in my cabal 👀
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J D Joy retweeted
GM✨ Rise and Grind
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J D Joy retweeted
I have successfully realized $327,436 in profits. Yep you've heard that right, took me a few hours to really think about what is the right and best thing to say because obviously closing such trades while doing it all in public is not an easy feat like many people think it is. The journey last 30 days was insane, I've seen my portfolio climb up to high 5 figures, then go below 5 figures back to 4, then go back up, then down and so on and on. Then I also got hacked on top of that and lost over $6000 at the time while I barely even had any money in the pump wallet. Many nights where I couldn't even sleep properly because there was this feeling haunting me consistently saying "what if you roundtrip all of that", it wasn't easy. Matter of fact I think this is the hardest 30 days I have ever had for the last 6 years or so. Try to imagine, riding 6 figures in profits, having it all public, hundreds of people consistently telling you to sell, it's really not easy and now that I really think about it, it truly does take balls of steel to trade in public and have open 7 figure positions. Mad respect to everyone out there doing that right now, could imagine that it's 10x worse than it was for me lol. So yes, I've closed all my positions, my biggest trade was $STONK. I have bought $STONK around 1M marketcap where I publicly told people about what made me wanna buy in and what made my conviction so strong. At the time Robinhood was KILLING solana with attention and memecoins. It felt like solana was truly for the first time ever backed against the wall and had nowhere to run, so it was either they capitalize and start talking about memecoins or Robinhood fully takes over and the attention stays there. That is exactly where my $STONK conviction began growing, I saw a new product that was well done, backed by all good teams that I remember in first memecoin supercycle doing insane numbers. So I chose to believe, I kept buying on every dip that was given to me (keep in mind this was over a month ago), then Stonk would get some attention, the price would go up and a few days later go back down. I have seen my portfolio during that time go from $5000 to over $25,000 then all the way back down to $4000, I never sold. Not because I was delusional, but because I knew I was early to the $STONK ecosystem and I knew that sooner or later if Solana wanted to compete they would have to endorse and help Stonk grow. Then later down the road people started buying, started talking about it, portfolio kept growing, more DMs came my way saying how insane it was to hold such trade for 6 figures, then I also had people consistently DM me to say "sell it" "sell it" "sell it". I won't lie, in the last 30 days I think the hardest part was people, the fact that I was doing it all publicly made the burden so much bigger than from what it should've been. But hey, that's why we always say public trades do have pros and cons. Anyways, I started to see traction there, I caught numerous amounts of good plays across all my wallets, not just the public one, but today I have decided to take profits. Sure some people can say that I sold too early, and moreso I hope they're right because I truly want to see every single person that supported Stonk since the beginning win. so now why did I sell? The amount of vamping and PVPing I've seen last few days just kept my emotional state in a rollercoaster, I am a human being after all, there is a limit to how much I can actually stomach without bursting out haha. more below the post:
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Happy Friday frens 🎣
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J D Joy retweeted
Everyone is building AI agents to trade, arbitrate, and execute on chain. But almost nobody is talking about the missing bottleneck: how do autonomous agents get capitalized without human co signers? Look across the Web3 landscape today, and the narrative is entirely dominated by AI agents. Autonomous bots are launching tokens, managing liquidity, and spinning up prediction market strategies 24/7. Yet, there is a fundamental structural flaw in how the agentic economy operates: AI agents are economically orphaned. An advanced trading agent can execute thousands of operations per second, but it cannot walk into a traditional lending market or a decentralized liquidity vault and borrow capital. Why? Because smart contracts have zero visibility into an agent's operational reliability, execution telemetry, or risk profile. Without credit infrastructure built specifically for software, the agentic economy hits a hard ceiling. The Three Layer Architecture of Agentic Commerce To understand why protocols like @agenticscredit are building the underlying plumbing for this shift, you have to look at the emerging Agentic Commerce Protocol (ACP) stack: The Identity Layer (Who is the agent?): Moving beyond static public keys to verifiable registries (like ERC-8004 standards) that prove which model, version, and operator backs an agent. The Authorization Layer (What may it spend?): Bounded delegation frameworks, such as session keys and cryptographic mandates, that ensure an autonomous script stays inside strict risk guardrails. The Settlement & Credit Layer (Where does value flow?): Real time risk engines that evaluate execution behavior and dynamically underwrite uncollateralized capital lines based on performance telemetry rather than static collateral. Why Static Collateral Is Dead for Autonomous Agents Legacy DeFi requires over collateralization: lock $150 of crypto to borrow $100. For human speculators, that works. For autonomous AI agents designed to maximize capital efficiency across high speed execution loops, it’s a non starter. An agent shouldn't need to over collateralize every single trade with idle capital. It should be underwritten based on its verifiable behavioral execution history: How does its Sortino ratio hold up during high volatility market expansions? Does its code handle slip page and latency without triggering liquidation cascades? Is its operational risk profile stable across multi venue routing? When a protocol continuously measures these runtime variables, credit transforms from a rigid collateral lock into a dynamic, uncollateralized capital passport. The Takeaway The next wave of crypto adoption won't be driven by humans clicking buttons manually. It will be driven by autonomous networks of AI agents executing complex, multi-step financial workflows. But agents cannot scale without trust, and trust cannot exist without verifiable, real time risk underwriting. The real alpha in this cycle isn't guessing which token an agent will buy next, it's backing the infrastructure that decides which agents are trusted with capital in the first place.
🤖 Made with AI
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J D Joy retweeted
A warehouse aisle, a station platform, or even a building entrance can hold useful information for AI. But that information needs to be captured in a form machines can work with. This is the part of @vangrid_io that caught my attention. Its live bounty board already lists requests for specific real-world environments, from industrial spaces to public infrastructure. Contributors film the requested location with a smartphone, and the footage is reconstructed into a 3D model for the buyer to review. The interesting shift is that data collection starts with an actual need. No need to map everything blindly. A buyer can request a particular place, fund the bounty, and pay for an accepted capture. That’s a practical approach to building the spatial data layer that robotics and Physical AI will need. The real opportunity isn't just creating 3D models. It's making the right real world data available when someone needs it.
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Robots can be trained in simulations but understanding the real world requires data from actual places. That’s the problem @vangrid_io is working on. Its model connects people who need 3D spatial data with contributors who can capture specific locations using a smartphone. The footage is reconstructed into 3D models, and buyers can review the result before accepting a submission. What makes this approach interesting is the demand driven system. Instead of collecting random footage and hoping someone needs it, buyers can request particular places through a bounty board. ➝ Real-world locations become data sources ➝ Contributors help fill spatial data gaps ➝ Accepted captures can earn USDC rewards For me, the bigger idea is making real-world data collection more accessible as Physical AI continues to develop. @vangrid_io is worth watching.
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J D Joy retweeted
usually when timeline is this bearish and majority think we are going for lower is when the unexpected course of events happens sometimes it’s a random 6fig airdrop from a [name the protocol] that happens sometimes it’s a random memecoin [insert memecoin name] that gigabooms and goes to 500M+ mcap and sometimes simply the higher ups revive the market either way being bearish long term is never a good idea, whether if we send lower from here or not doesn’t really change the 5-10 year plan from here on and out your job until then is to stack capital and be early to new opportunities the plan right now is super damn simple, if people are bearish we are close to the bottom, use this as an opportunity to buy coins you believe in or simply research around, who knows you might hit gold mine and if that happens you’re set, no time to cry and be sad because of what’s happpening go out there and click the damn buttons
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J D Joy retweeted
One thing crypto shouldn't ignore is how long security upgrades can take. Quantum computers don't need to break today cryptography tomorrow for the industry to start preparing today. Upgrading a blockchain can involve accounts, protocols, existing contracts and external dependencies. This is why @Starknet approach to quantum readiness deserves attention. Starknet uses STARK proofs based on hash based assumptions rather than the elliptic curve assumptions threatened by shor's algorithm. It's native account abstraction also allows changes to how accounts verify signatures. Challenge is managing the full migration, not just solving one part of it.
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J D Joy retweeted
Solana fixes this
my talk from token2049 we don’t need a new way to buy tesla stock we need a way to buy great companies ignored by the index or trapped by geography tokenize the long tail youtu.be/88ql1fgslvM?si=wNTO…
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J D Joy retweeted
Ethereum foundation sold 2,785 $ETH worth $6.42M today through CoW Swap and received USDS ETH holders are out here waiting for the next rally while the foundation is turning millions worth of ETH into stablecoins i understand they need funds, but where’s the serious discussion around buybacks and making ETH more valuable to hold? ecosystem keeps growing, but when does the token get its moment? jokes aside, if Ethereum’s ecosystem keeps expanding, shouldn’t more attention go toward value capture for ETH itself? how long are holders supposed to wait for the tokenomics to catch up?
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J D Joy retweeted
Gm ☕️☀️
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J D Joy retweeted
a $160T market is opening up to onchain finance governments and businesses have borrowed money through bonds and other fixed income products for decades. now, tokenization is making these opportunities accessible through blockchain based platforms. @grvt_io is bringing institutional grade financial strategies onchain, connecting traditional finance with crypto while keeping asset security and user control in focus. the opportunity goes beyond yield tbh it’s about making financial markets that were once dominated by institutions accessible to a much wider (retail) audience the next phase of finance is already onchain 🙂
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