KudoDefi
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Just open-sourced CIRF - Crypto Interactive Research Framework.
An exclusive research framework for the crypto market that emphasizes interaction between human-agent or agent-agent collaboration. It turns AI into a research partner instead of a tool that executes without control.
You can use it with AI CLI applications such as Claude Code, Codex or Openclaw.
Github: https://github.com/kudodefi/cirf
#kudodefi
An exclusive research framework for the crypto market that emphasizes interaction between human-agent or agent-agent collaboration. It turns AI into a research partner instead of a tool that executes without control.
You can use it with AI CLI applications such as Claude Code, Codex or Openclaw.
Github: https://github.com/kudodefi/cirf
#kudodefi
When to buy $BTC ?
According to my experience, the simplest thing is to just turn on the M candle and wait for 1 or 2 short candles to start #DCA, currently the candle is still too long.
According to my experience, the simplest thing is to just turn on the M candle and wait for 1 or 2 short candles to start #DCA, currently the candle is still too long.
I think there is a good chance that agentic AI will have wave 2. But this trend is very difficult to choose which coin to enter.
Some coins that are leaders like $MOLT or $CLAWD are not the original owners or supported by the original project. So if these projects announce the release of their own token, they will go far. Because the nature of this group is product-led, not cult, so it's not just about having a strong community to win.
On the other hand, some projects that have released and recognized their tokens have poor products, and the tokens have heavy supply control, leading to a lack of recovery.
Some cult projects are doing relatively well, but their market caps are quite large compared to the general trend.
Bet on the market running waves back, bet on the trend having wave 2, bet on the right group, bet on the project, bet on entry. There are too many layers to bet on 😩
Some coins that are leaders like $MOLT or $CLAWD are not the original owners or supported by the original project. So if these projects announce the release of their own token, they will go far. Because the nature of this group is product-led, not cult, so it's not just about having a strong community to win.
On the other hand, some projects that have released and recognized their tokens have poor products, and the tokens have heavy supply control, leading to a lack of recovery.
Some cult projects are doing relatively well, but their market caps are quite large compared to the general trend.
Bet on the market running waves back, bet on the trend having wave 2, bet on the right group, bet on the project, bet on entry. There are too many layers to bet on 😩
Solana, Base, Circle, BNB, and many major players are joining the trend #AgenticAI
No one wants to miss this keyword. It's just a pity that the current moment has low liquidity, so we can't expect a big wave like the AI Agent period, but if things go well, it will still be the trend of the year.
The mascot for 2026 is definitely this one 🦞🦞🦞
No one wants to miss this keyword. It's just a pity that the current moment has low liquidity, so we can't expect a big wave like the AI Agent period, but if things go well, it will still be the trend of the year.
The mascot for 2026 is definitely this one 🦞🦞🦞
It's been a long time since the market had such a vibrant trend.
As long as there's an eastern wind, Bitcoin will surge in the trend #AgenticAgent very strongly.
As long as there's an eastern wind, Bitcoin will surge in the trend #AgenticAgent very strongly.
After a week of trending agentic agent:
OpenClaw: Bot, orchestrator
Moltbook: Reddit
4claw: 4chan
Clawcaster: Farcaster
Clawnet: Linkedin
Clawk: Twitter
Openwork: Upwork, Fiverr
Clawnch: Pumpfun
Agentscreener: Dexscreener
Moltchurch: Prediction
Is there anything else, guys?
OpenClaw: Bot, orchestrator
Moltbook: Reddit
4claw: 4chan
Clawcaster: Farcaster
Clawnet: Linkedin
Clawk: Twitter
Openwork: Upwork, Fiverr
Clawnch: Pumpfun
Agentscreener: Dexscreener
Moltchurch: Prediction
Is there anything else, guys?
The future society is automation with #AI becoming the center, acting as the brain to operate and solve all problems.
Humans focus on two tasks: training and requirements (WHAT WHY). AI will take care of the rest (HOW) to achieve the goal.
If personalized AI agents are desired, truly understanding to provide optimal results, users need to share a lot of sensitive personal data. At that point, privacy in the AI era is a notable pain point.
The Privacy AI project group will become a force similar to Privacy coins.
Moreover, the boundary between Human and AI in the online on-chain space is gradually becoming blurred. Proof of human will also be a PMF project group.
Additionally, as mentioned in the previous post, agent-to-agent will be a near milestone in the AI-centric era. Agents operate and work together autonomously.
Humans focus on two tasks: training and requirements (WHAT WHY). AI will take care of the rest (HOW) to achieve the goal.
If personalized AI agents are desired, truly understanding to provide optimal results, users need to share a lot of sensitive personal data. At that point, privacy in the AI era is a notable pain point.
The Privacy AI project group will become a force similar to Privacy coins.
Moreover, the boundary between Human and AI in the online on-chain space is gradually becoming blurred. Proof of human will also be a PMF project group.
Additionally, as mentioned in the previous post, agent-to-agent will be a near milestone in the AI-centric era. Agents operate and work together autonomously.
Quickly understanding ERC-8004, this is the identification standard and reputation system for AI Agents on #Ethereum and layer 2 networks.
Through #ERC8004, agents can automatically, autonomously, and transparently explore, identify, and communicate with each other.
In addition, ERC-8004 provides a standard for evaluating the reputation among Agents, serving as the infrastructure for the “Linkedin of AI Agents.”
Moreover, it inherits the decentralization of Ethereum, so these evaluations bring a lot of reliability.
ERC-8004 may not be a twist for the Ethereum ecosystem, but it is a key infrastructure project in the era #AgenticAI combined with #DeFi .
Through #ERC8004, agents can automatically, autonomously, and transparently explore, identify, and communicate with each other.
In addition, ERC-8004 provides a standard for evaluating the reputation among Agents, serving as the infrastructure for the “Linkedin of AI Agents.”
Moreover, it inherits the decentralization of Ethereum, so these evaluations bring a lot of reliability.
ERC-8004 may not be a twist for the Ethereum ecosystem, but it is a key infrastructure project in the era #AgenticAI combined with #DeFi .
AI is clearly a transformative revolution for humanity.
The next phase of Agentic AI will be the focus of development in this field. Agents work together autonomously.
The project team for agentic AI infrastructure is quite remarkable. For example: agent identity, agentic payment, agent reputation, agent-to-agent commerce.
In addition to development and usage roles, humans/businesses also need to enhance their own reputation with AI. Because in the future, the person paying to use your service may not be human but agents.
Search Engine Optimization (SEO) => Answer/AI Engine Optimization (AEO).
#kudodefi
The next phase of Agentic AI will be the focus of development in this field. Agents work together autonomously.
The project team for agentic AI infrastructure is quite remarkable. For example: agent identity, agentic payment, agent reputation, agent-to-agent commerce.
In addition to development and usage roles, humans/businesses also need to enhance their own reputation with AI. Because in the future, the person paying to use your service may not be human but agents.
Search Engine Optimization (SEO) => Answer/AI Engine Optimization (AEO).
#kudodefi
#CLOB will gradually replace the traditional #AMM model.
In the past, AMM in the crypto market developed due to blockchain networks with slow speeds, high gas fees, and poor liquidity. Clearly, order books had no competitive edge.
Over the years, along with technological advancements, blockchains have gradually differentiated their purposes into execution/trading and settlement/SoV blockchains.
While store of value blockchains like Bitcoin and Ethereum do not focus on scaling but maximize decentralization, security, and privacy, the high transaction throughput market is ceded to execution blockchains.
This group is forced to sacrifice decentralization to achieve scale in speed and gas fees. Many blockchains have block times that reach milliseconds and throughput in the hundreds of thousands of TPS. For example: Hyperliquid, MegaETH, Ethereal. As a result, the model #CLOB has an environment to fully leverage its advantages.
The remaining bottleneck is liquidity, as CLOB will perform poorly in low liquidity environments. Successful projects are often those with abundant financial resources to kickstart before talking about attracting cash flow. Therefore, "big daddy" is an important point for this group of projects.
It is not coincidental that large organizations are racing to build CLOB DEX. Hyperliquid is merely a driving factor for parties to accelerate their operations. The growth trend of the new industry is a necessity.
Saying this does not mean that AMM will disappear; it is suitable in the layer of SoV blockchains or low liquidity trading pairs. Where users accept low speeds and are willing to pay high fees to keep assets on the native chain and ensure privacy.
$ASTER
In the past, AMM in the crypto market developed due to blockchain networks with slow speeds, high gas fees, and poor liquidity. Clearly, order books had no competitive edge.
Over the years, along with technological advancements, blockchains have gradually differentiated their purposes into execution/trading and settlement/SoV blockchains.
While store of value blockchains like Bitcoin and Ethereum do not focus on scaling but maximize decentralization, security, and privacy, the high transaction throughput market is ceded to execution blockchains.
This group is forced to sacrifice decentralization to achieve scale in speed and gas fees. Many blockchains have block times that reach milliseconds and throughput in the hundreds of thousands of TPS. For example: Hyperliquid, MegaETH, Ethereal. As a result, the model #CLOB has an environment to fully leverage its advantages.
The remaining bottleneck is liquidity, as CLOB will perform poorly in low liquidity environments. Successful projects are often those with abundant financial resources to kickstart before talking about attracting cash flow. Therefore, "big daddy" is an important point for this group of projects.
It is not coincidental that large organizations are racing to build CLOB DEX. Hyperliquid is merely a driving factor for parties to accelerate their operations. The growth trend of the new industry is a necessity.
Saying this does not mean that AMM will disappear; it is suitable in the layer of SoV blockchains or low liquidity trading pairs. Where users accept low speeds and are willing to pay high fees to keep assets on the native chain and ensure privacy.
$ASTER
Ethereum L2 vs alt L1
To be honest, in the story of expanding the network for mass adoption, only Layer 2 on #Ethereum provides the highest level of reliability.
There will be no model that can solve the impossible trilemma: Decentralization, Security, Scalability. Developers are forced to sacrifice one aspect to trade for the remaining two.
Among the current top L1s, Solana, Sui, and Hyperliquid have already chosen to sacrifice decentralization from the beginning in exchange for speed and cost, so there's nothing more to say; there’s no need to discuss scalability anymore.
There will be no model that can solve the impossible trilemma: Decentralization, Security, Scalability. Developers are forced to sacrifice one aspect to trade for the remaining two.
Among the current top L1s, Solana, Sui, and Hyperliquid have already chosen to sacrifice decentralization from the beginning in exchange for speed and cost, so there's nothing more to say; there’s no need to discuss scalability anymore.
Gm! Pump day.
Wen #altseason
This season, users have become much smarter. It's no longer the case that a lengthy whitepaper and a beautiful website will entice users to invest. Users generally know or know how to find sources to evaluate the project's fundamentals. Not to mention that this season's capital flow comes largely from institutions, and institutions are not lacking in brains.
The thesis this season divides into two extremes: really good or gambling. If it's just mediocre without a narrative, then it’s clear that only market makers and day traders will be involved, with no holders. Therefore, since the beginning of the season, the trend has always been BTC + memecoins.
Another point is that this season, there are projects everywhere while the capital flow is not significantly better than last season, and with users being smarter, the difficulty of the game increases.
As Arthur Hayes said: “It’s fundamental szn btches”.
Alt season always exists, but it’s not for everyone. Only for projects with solid fundamentals.
This season, users have become much smarter. It's no longer the case that a lengthy whitepaper and a beautiful website will entice users to invest. Users generally know or know how to find sources to evaluate the project's fundamentals. Not to mention that this season's capital flow comes largely from institutions, and institutions are not lacking in brains.
The thesis this season divides into two extremes: really good or gambling. If it's just mediocre without a narrative, then it’s clear that only market makers and day traders will be involved, with no holders. Therefore, since the beginning of the season, the trend has always been BTC + memecoins.
Another point is that this season, there are projects everywhere while the capital flow is not significantly better than last season, and with users being smarter, the difficulty of the game increases.
As Arthur Hayes said: “It’s fundamental szn btches”.
Alt season always exists, but it’s not for everyone. Only for projects with solid fundamentals.
$BTC closed the candle in the D frame with quite stable volume. Expecting a test around 103x with low volume then a pump afterwards would be stronger than going straight.
QUICK OVERVIEW OF THE TOKENOMICS OF SOME TOP MARKET REVENUE PROJECTS - $UNI $CAKE $HYPE
UNI - Uniswap
Generating around $1.2 billion in fees annually.
0.25% of transaction volume is interface fees ($5 - $10M per month) flowing to Uniswap Labs, while the remaining LP fees belong to Liquidity Providers => UNI holders receive no value, lmao.
Moreover, UNI's tokenomic design does not cap the total supply. The initial total supply = 1B, and after the vesting period is over, the permanent inflation process of 2% per year begins. Although this figure is not too large (~21% after 10 years), it gradually erodes the value of holders.
Generating around $1.2 billion in fees annually.
0.25% of transaction volume is interface fees ($5 - $10M per month) flowing to Uniswap Labs, while the remaining LP fees belong to Liquidity Providers => UNI holders receive no value, lmao.
Moreover, UNI's tokenomic design does not cap the total supply. The initial total supply = 1B, and after the vesting period is over, the permanent inflation process of 2% per year begins. Although this figure is not too large (~21% after 10 years), it gradually erodes the value of holders.
Positioning Projects in the Crypto Market
Most general-purpose blockchains and projects on them will gradually die if they do not find a niche.
We have too many blockchain networks, but looking back, only a few networks have real users.
First, in terms of surface, blockchain has two user segments: #consumer and #investor.
The consumer group is currently very small and often does not care what blockchain is; what they use is the product's features. So, essentially, blockchain is left with only one user segment, which is investors, including investors, airdrop farmers, yield farmers, and market makers. So don't be surprised when the market is purely PvP.
We have too many blockchain networks, but looking back, only a few networks have real users.
First, in terms of surface, blockchain has two user segments: #consumer and #investor.
The consumer group is currently very small and often does not care what blockchain is; what they use is the product's features. So, essentially, blockchain is left with only one user segment, which is investors, including investors, airdrop farmers, yield farmers, and market makers. So don't be surprised when the market is purely PvP.
Previous seasons had a small BTC market capitalization, so it was easy for SM to take profits without needing too much liquidity to exit the cycle.
This season has the participation of ETFs, Blackrock, the United States, and many countries, so taking profits now requires a huge amount of liquidity.
The battlefield now is a battle of organizations, while liquidity from retail is like toothpicks. So in the coming time, don't be fooled by posts from organizations A, B, and C raising billions of dollars to buy BTC and feel bullish. That could actually be liquidity for larger whales to take profits.
Smart money is indeed smart money, but there are smarter big players.
This season has the participation of ETFs, Blackrock, the United States, and many countries, so taking profits now requires a huge amount of liquidity.
The battlefield now is a battle of organizations, while liquidity from retail is like toothpicks. So in the coming time, don't be fooled by posts from organizations A, B, and C raising billions of dollars to buy BTC and feel bullish. That could actually be liquidity for larger whales to take profits.
Smart money is indeed smart money, but there are smarter big players.
In the middle of this year, we will have an Ethereum season, then at the end of the year, we will have a RWA, and another stablecoin season will be a complete success 🥹
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