熊什么猫

Let's chat about a project I've been keeping an eye on, the second round of SBT for #NeoSoul is now live and will end on July 1.

I checked on-chain, and over 24,000 have already been minted, and there are quite a few participants.

This round has three tiers: Orbit with 15,000, Vector with 3,000, and Zenith with 90. The higher the tier, the scarcer the supply; especially if you get into Zenith, it basically symbolizes your status as an early core participant.

According to the project team, this SBT serves as the foundational reputation layer of the Agent economy. My understanding is that in the NeoSoul ecosystem, the level of credential you hold corresponds to your permissions and the depth of your participation. In simpler terms, the level you currently hold is somewhat of an initial credit anchor within the NeoSoul ecosystem.

This tiered design naturally creates community stratification through scarcity; the higher you go, the tougher the entry requirements, which will definitely lead to more benefits down the line.

If you want to check if you qualify, you can take a look at their X official Twitter.

So if you, like me, are bullish on the AI Agent direction for the long term, I suggest you grab one for protection.

The stronger the AI model, the more reluctant high-value data becomes to be used.

Financial strategies, corporate records, and medical information, once inputted, could be permanently stored by centralized platforms, which has become the most tangible bottleneck for privacy AI.

Private chats are just the starting point. But when AI needs to handle high-value scenarios like Agent execution permissions, how sensitive data can be utilized during computation without direct exposure fundamentally determines how far this space can go.

And #Arcium is building a crypto execution network at a deeper level, enabling AI to complete computations and validations without exposing raw data. Essentially, it's adding a layer of execution environment, meeting the computational demands of AI applications while isolating the risk of sensitive data exposure.

Venice $VVV has streamlined the demand side, showing the market that users genuinely care about how their inputs and preferences are handled. But you need to understand that user needs and enterprise needs are two distinct lines, with the latter's data isolation requirements being on a different scale.

VVV proves that demand exists, while Arcium determines whether that demand can be amplified.

Additionally, the route has been confirmed that #Arcium will be listed on a well-known major exchange.

So this $ARX TGE might be a key moment for the market to start re-evaluating the foundational layer of privacy AI. Stay tuned.

The competition among stablecoins used to focus on liquidity depth, but when institutional capital really steps in, the reliability of the safety infrastructure becomes the true game-changer.

#WLFI The initial phase will deploy $100 million USD1 on Mova, backed by the post-quantum security layer provided by Naoris Protocol, effectively betting on this judgment.

Because $USD1 can stand up to scrutiny, fully backed by short-term U.S. Treasury bonds and cash equivalents, its reserve structure is clean and transparent, making it particularly solid among a sea of stablecoins.

Being selected by WLFI as a peer for the underlying settlement network, MovaChain is certainly no ordinary player. It integrates quantum-resistant encryption and compliance frameworks right from the protocol layer into the settlement layer, avoiding the need for patching later on. This intrinsic security awareness is precisely what institutional funds care about most.

The activity initiated by MovaChain is essentially a global consensus binding, defined as the first checkpoint towards the next generation of account security standards. I feel it allows you to participate personally in a rehearsal for post-quantum security validation as a future financial signer. In an environment where computational threats are constantly evolving, there is no turning back, which is why that line in the tweet, "compromise is failure," feels particularly concrete.

The 100% reserve of USD1 will be proven by Naoris' real-time validation network, rather than relying on periodic audit reports. This means the safety anchor of stablecoins is shifting from post-facto accountability to on-chain real-time verifiability, a design too crucial for long-term asset settlement.

The stablecoin game has an inevitable contradiction: the supply keeps growing, but the real on-chain use cases remain limited.

Most stablecoins end up just chilling on exchanges, earning interest, acting only as standby funds, rarely engaging in on-chain activities. This issue is even more pronounced in a bear market, where risk appetite for funds decreases, but sensitivity to returns increases, yet purely high-yield pools often come with unsustainable subsidy models.

@币安Binance华语 wallet's recent focus on the DeFi activity of #USD1 , in this context, feels like it's not just about luring in funds with high yields. Instead, it seems more like an attempt to shift idle stablecoins from passive holding into genuine interactions with on-chain protocols.

Looking at the specific mechanics, the design of the Lorenzo USD1 main pool shows some thought. The returns are split into two parts: a stable base annual yield from the protocol's own interest rate, and an additional boost from BANK token airdrops, which serve as ecological incentives. The benefit of this dual-layer structure is that even after the incentive period ends, the underlying yield still exists, preventing it from dropping to zero the moment activities cease, unlike pure subsidy pools.

The value of the airdrop part hinges on the future market performance and ecological positioning of the $BANK token. There's uncertainty here, but it's not entirely a vaporware concept; it has real demand backing from the protocol's operations.

From an ecological perspective, this move is more significant than a one-time event. Binance wallet needs a sufficiently attractive stablecoin asset to serve as an entry point for DeFi, while USD1 requires more on-chain circulation scenarios to prove it's not just another pegged coin.

The convergence of these dual demands led to the concentrated resource push for a pool. Allocating most of the rewards to the main pool rather than distributing them evenly indicates that the goal isn't just to cast a wide net for new users, but to let funds settle within a specific protocol, creating a usage habit.

Finally, for $USD1 itself, the spot trading area on the exchange side has covered direct conversions of mainstream assets, the contract side has also received the highest collateral rating, and the wallet side fills in the on-chain financial management scenarios, essentially capturing all three major financial flow nodes of trading, collateral, and wealth management.

The competitiveness of stablecoins ultimately hinges not just on supply and reserve transparency, but on how many real scenarios they can be used as tools, rather than just being stored.

#WLFI

Stablecoins are increasingly abundant, but most of the time they're just chilling in wallets and lending protocols, with very few real scenarios using them as trading mediums. Byreal's trading competition for $USD1 aims to shake up this status quo.

From May 19 to June 18, as long as you trade any tokens with #USD1 or WLFI on Byreal, you'll be counted in the rankings, with final settlements based on total trading volume.

The prize pool is solely 1 million WLFI, distributed in two categories: part of it goes to the top wallets based on trading volume, while another part specifically rewards liquidity providers in the USD1-USDC, SOL-USD1, and WLFI-USDC pools. This way, while the competition stretches trading volume, the LP incentives deepen the pools, transforming USD1 on Solana from just a storage unit into something that actually circulates.

What sets this apart from most platforms is its attitude towards AI agents. While many are on high alert against bots and automated strategies, Byreal explicitly welcomes agents to compete, granting an additional 10% scoring bonus for trades executed with Agent Skills. This design effectively acknowledges that the future of trading will involve not just humans but also a significant amount of continuously running code. And with USD1 being a stable, programmable, and emotionless settlement asset, it serves as a solid baseline for agent trading.

All rewards will be distributed via #WLFI , which is worth noting. It links the demand for governance tokens directly to the usage frequency of USD1, shifting the incentive from merely attracting users to creating real circulating reasons for the tokens within the ecosystem.

As for whether this human-machine collaboration mechanism will foster lasting trading habits after the competition ends, and what proportion agent trading will ultimately account for, we’ll have to wait for the on-chain data post-June 18. However, it at least provides an activation path that's entirely different from merely holding coins to earn interest.

If you want to participate, just head over to Byreal and operate with the USD1 or $WLFI trading pairs, whether manually or using an agent; providing liquidity also nets extra rewards. The event runs until June 18 at 10 AM UTC.

Stablecoin investing is a tricky business; you can’t have your cake and eat it too. It’s either locking up your funds to earn interest, which means your cash is frozen; or keeping liquidity, and getting pitiful interest.

This new USD1 platform caught my eye. I took a closer look at the rules, and it seems like they’re trying to merge these two aspects into one.

You deposit USD1 into your account, and the system keeps track of it automatically—no extra moves needed. The next day, you’ll see $WLFI hit your wallet. The first month’s prize pool is 45 million tokens of $WLFI , with a maximum annual yield of 20%. That’s not something you see every day in the stablecoin space.

But that’s just the surface.

What I think is really interesting is that you can use this #USD1 elsewhere at the same time. For instance, you can allocate it to your contract account as margin, use it for staking loans, or activate the Pay Later feature. The system still recognizes your position, and you’ll receive the rewards as expected. Essentially, you can have your capital working across two dimensions simultaneously: the front end supports your trading strategy, while the back end quietly accumulates interest. This design is smarter than just stacking yields.

As for what to do with WLFI once it’s credited, it varies from person to person. Some like to hold it to bet on future expectations, while others prefer to cash out early. There’s no one-size-fits-all answer; it depends on your own risk assessment. But one thing's for sure: USD1 is pegged to short-term U.S. Treasuries and cash equivalents, which have very low volatility, making it suitable as a defensive base. WLFI, on the other hand, is a high-volatility asset, and the differences in their properties dictate that you can manage them with completely different strategies.

Keep your base stable while flexibly handling the yield portion; this structure itself offers operational space. In a choppy market, both defense and flexibility are key.

This event runs from May 19 to June 18. Search for $USD1 on the investment page to find the entry.

Friends with extra cash can assess whether it’s worth joining in.

Last night, Trump touched down in Beijing, bringing along a bunch of business folks, but the spotlight first hit three guys climbing into the same ride: Musk, Huang Renxun, and #WLFI co-founder Eric Trump.

Sitting up front in that lineup is pretty slick. We’ve got power, energy, and on-chain finance all packed into one car. Eric stepping into this spot is a bigger deal for WLFI than any statement could ever be.

Looking back a week gives more clarity. Trump Jr. just debunked some rumors at the Miami Consensus conference, saying the family pulling out of WLFI was just some hype driven by the bot matrix, stemming from the team page being down for a few hours. He laid it out plainly in a CoinDesk report: just because someone says something doesn’t make it true. The narrative is manufactured.

While he made solid points, Eric popping up in the front row of his dad's China visit is like backing up that debunking with actions.

What I'm really focused on is $USD1 .

A lot of people are still looking at WLFI through the lens of short-term sentiment. But the true potential of the USD1 stablecoin isn’t about the buzz; it’s whether it can be integrated, used, and settled in the real world. This is a completely different game from just trading concepts.

Currently, #USD1 has already completed its native deployment on Tempo, and the token unlock rules are transparently out there, with no inflation for two years and linear release starting in 2028—these foundational moves deserve to be called solid. Now, stacking on top of that Eric's level of public endorsement brings it a step closer to real-world usage than most stablecoin projects out there.

There’s a long road between signals and results. But at least this Beijing trip shows one thing: the intersection of politics, tech, and on-chain finance is becoming more real, and Eric with WLFI is right at that crossroads.

The hype is temporary; products are what lasts. Going forward, I’ll be keeping an eye on whether USD1 is actually getting real use.

#USD1 #WLFI

I just stumbled upon an announcement from WorldClaw, and it turns out there's more to it than meets the eye.

They launched a product called WorldRouter, in collaboration with WLFI. One account can tap into over 300 AI models, including ChatGPT, Claude, Gemini... all the big names are in there. The price is about 30% cheaper than the official rates.

If you’re often hopping between different models, this definitely saves time and cash. But I think the real focus is on the latter part of the announcement.

WorldClaw positions itself as AgentOS, which you can think of as a dedicated operating system for AI Agents. Their idea is that AI shouldn't just have conversations; it needs to get things done—remember stuff, schedule tasks, compare prices, pay bills. And all these operations require a unified payment and settlement method, which is why they used #USD1 .

This $USD1 runs on the BNB Chain and Solana. In other words, your AI Agent can autonomously make payments, receive funds, and keep accounts on these two chains, with every step being crystal clear.

Additionally, they’ve set up a points and benefits system. For every $1 spent, you earn WorldClaw Points. There are four tiers: $9.9, $99, $999, and $9999, corresponding to different amounts of AI points and rewards. If you stake $WLFI , you can unlock even more features. High-tier users will receive a dedicated hardware device and have the chance to attend private events at Mar-a-Lago and meet Donald Trump Jr.

The announcement is worded cautiously, with plenty of terms and regional restrictions. WorldClaw isn't just setting up a simple transfer station; they’re building a foundational system that enables AI Agents to work, pay, and build credibility. My understanding is that $WLFI in this ecosystem is more like a key— the more you lock, the more permissions and functions you can unlock.

The purpose of #USD1 is to turn every thought and action of the AI into a traceable on-chain transaction.

#USD1 is launching on Tempo, and what’s really noteworthy is that it was born directly on the Tempo chain.

What does that mean? In the past, many stablecoins wanting to move to a new public chain had to bridge, wrap, and take a roundabout route, ending up with a mere copy. While circulation isn’t an issue, it requires trusting an extra layer of intermediaries, which inflates fees and time costs. However, $USD1 is issued directly under Tempo's own TIP-20 standard, without ever touching the bridge-wrapping process, making it much cleaner.

Plus, it’s integrated Chainlink’s CCIP, so when cross-chain transactions happen, you don’t need to fumble with any third-party bridges; the system itself connects the liquidity for you. This is a smooth experience for those genuinely looking to move funds across different chains.

Right now, most market attention is driven by TVL and short-term yields, with many traders overlooking a crucial point: if a stablecoin is tightly bound to its underlying chain from day one rather than just being plugged in, its position within the ecosystem will be more stable and enduring.

#USD1 has successfully paved the way for this. As the Tempo ecosystem gradually grows and on-chain scenarios multiply, the value of this native, cross-chain stablecoin will truly be magnified.

#WLFI

🔥 Just watched the teaser for evoevo released by @NeoSoulAI, and I can confidently say this is the kind of AI I've always envisioned!

Let’s talk about a few hot topics in the AI space lately, like how OpenAI just rolled out GPT-5.5 with enhanced Agent autonomous tasks, and ByteDance's Seedance 2.0 taking video generation to new heights. I’m using these AIs daily, from summarizing to analyzing and running predictive models, but I always feel like they’re missing something—judgment.

What do I mean? When I chat with AI, like asking if a new product at a launch event will exceed expectations, it analyzes thoroughly, but in the end, it doesn’t matter whether it's right or wrong. What NeoSoul aims to do is add that layer of consequences to AI.

Their newly launched evoevo is the first product, essentially a human-AI collaborative prediction training ground. We users can create our own Agents to predict real-world issues (like whether a certain AI hardware will hit over a million sales in Q3), and the Agent can’t just say Yes/No; it must show a complete reasoning chain, laying out evidence, counterarguments, and failure conditions clearly.

🔸 What I'm really excited to try are two things:

➤ Human calibration mechanism: I can Agree or Disagree with its reasoning, and after settling, I can feed it high-quality samples to help it genuinely learn from experience.

➤ On-chain records: Every Agent’s identity, prediction history, and calibration records are all on-chain, so it’s clear who has strong judgment—no room for boasting.

Currently, they have over 30,000 people on Discord and raised $4 million, and the tech architecture clearly shows it’s been thoughtfully designed. Once evoevo launches, I’ll definitely give it a shot to see if I can train an AI Agent with increasingly solid judgment.

🎯 If you're interested, check out the official video for a closer look. I think this new approach of holding AI accountable for its judgments is worth keeping an eye on.

$BTC

Bybit recently launched a USD1 promotion with a prize pool totaling 10 million $WLFI , divided into four mini-events running from late April to late May.

First off, let's talk about #USD1 . The trading pairs included this time are all mainstream coins like BTC, ETH, and USDC that most of us already hold, so there's no need to swap for obscure coins; it's all smooth sailing. Plus, it's running on the Mantle chain, which means fast speeds and low fees—when it comes to stablecoins, a smooth transaction is key.

The first event starts on May 6, featuring the USDC/USD1 and USD1/USDT trading pairs with zero fees. If you're frequently swapping these two coins, you can save quite a bit.

The second event is for spot trading, with the largest prize pool of 6 million WLFI. From April 22 to May 6, trade MNT/USD1, BTC/USD1, and ETH/USD1 on the main site, and if you hit 500 USDT, you can participate. The more you trade, the more you earn, with a max of 15,000 per person. This is perfect for those who are already looking to buy and sell Bitcoin and Ethereum.

The third event involves on-chain activities, offering 1 million WLFI. Also from April 22 to May 6, but you’ll need to use the Mantle chain to trade USD1 via Bybit Alpha, with the same 500 USDT threshold to join, and a max of 12,000 per person. If you haven't tried Alpha yet, now's a good chance to test it out and feel how smoothly USD1 runs on-chain.

The fourth event is the most fun, called Puzzle Collection, with 3 million WLFI up for grabs. From May 6 to May 22, it doesn’t matter how much you trade; just check in daily, trade, deposit, invite friends, and complete some extra tasks to collect puzzle pieces. You can even snag pieces by engaging on social media. Collect three consecutive pieces to enter a lottery, with a maximum of three entries per person and a 100% win rate. The first 500 people to complete the puzzle will receive additional rewards. If you gather extra pieces, you can share them with friends to complete faster.

A couple of reminders: both the spot and on-chain events run from April 22 to May 6, while the zero-fee and puzzle events kick off on May 6. Don’t forget to use the Mantle chain for the on-chain event; don't look for it on the main site.

#WLFI

Tongyi Qianwen is now on the blockchain, making it easier for AI agents to call it in the future.

I recently saw that the collaboration between the @0G Labs foundation and Alibaba Cloud has been finalized to integrate Tongyi Qianwen onto the blockchain. This means AI agents can now directly access this model on-chain, skipping the old-school traditional API route.

Why is this worth mentioning?

Currently, while there are more and more AI agents, their method of accessing large models is still quite primitive. They still require account registration, fiat payments, and manual configuration. This process is manageable for human operators, but since agents run tasks automatically and make high-frequency calls, it just doesn’t hold up.

So, the core change from this collaboration is that model access rights will be tokenized. Agents holding tokens can directly call Qwen, allowing for inference, decision-making, and task execution—all fully automated.

In terms of division of labor, Qwen is responsible for providing intelligence, while 0G ensures trust. One handles computation, the other handles verification. As 0G's founder puts it, it's “top-tier intelligence with trusted infrastructure.”

What I find interesting about this is that it indicates a trend. The capabilities of large models are already impressive, but what’s next? It’s about who can be more easily utilized by AI agents. The smoother the integration process, the farther they can go.

For developers, the benefits are quite tangible, allowing them to focus more intently on building the applications themselves.

This collaboration is just the beginning. But the direction is pretty clear.

$0G

There is a fairly common psychological phenomenon: when prices haven't risen yet, everyone habitually looks down on it. When prices really go up, everyone habitually demands too much.

Gold is a living example. At first, most people thought: the annual increase isn't that big, why bother? Later, gold really took off.

Those who previously looked down on it started to chase after buying. Moreover, they bought it for much more than the initial price, thinking: isn't this supposed to double?

The same thing, the same person, a change in price, and the appetite changes.

Now looking at Bitcoin $BTC , many people often say: even if it rises to 160,000 now, it’s just double. When saying this, it feels like doubling is the same as not rising at all.

But in other markets, if a stock or an index can double, that's something worth celebrating. Why is it that in Bitcoin, doubling has become just this?

To put it bluntly, it’s not that doubling is too little; it’s that everyone’s psychological expectations have long been pulled to a higher level, and they haven't realized it yet. I'm not saying Bitcoin won't fall. Given the current macro environment and geopolitical situation, no one can be sure in the short term.

But the real question worth thinking through is actually very simple:

Are you willing to buy slowly and then watch the price drop for a while? Or do you insist on waiting for that perfect low point, only to find that the market doesn’t give you the opportunity, directly pulling up, and you completely miss out?

To be honest, I think the latter is what most people truly regret in the end.

#WLFI 's proposal clarified the unlocking timetable that had not been explained before.

More than 60 billion tokens will be handled in two categories. The early participants, approximately 17 billion tokens $WLFI will be locked for another two years, and then gradually unlocked over the next two years, receiving what they are entitled to.

The other category consists of internal project members, founders, teams, advisors, and partners, totaling 45.2 billion tokens $WLFI . The treatment for this group is much harsher; if they want to follow the new rules, they must first pay out 10% to be directly burned, and the remaining will be locked for two years before being gradually released over three years. If they do not accept, then they will continue to be locked indefinitely with no other options.

Personally, I believe the most noteworthy aspect of this proposal is that the team proactively added the heaviest terms on themselves. More than 40 billion tokens will first burn 10%, and the remaining can only be fully accessed in the fifth year. Most projects in the circle are lenient towards their own people and strict with outsiders, but WLFI is doing the opposite this time, at least in terms of showing sincerity.

Early supporters need to actively confirm the new plan; otherwise, the original locked state will not change by itself.

Recently, #USD1 has been growing rapidly, having integrated Chainlink's reserve proof, with reserve assets available for real-time checking and still applying for a trust bank license in the United States. If this proposal passes, more than 60 billion WLFI tokens will not flow into the market for at least two years, and the ecosystem on the USD1 side is also gradually being established, with lending markets and payment SDKs being promoted.

Overall, their goal is to run both the governance token and stablecoin ecosystem simultaneously.

If you have been running AI models, you definitely know that Hugging Face is already filled with over 2.7 million open models, but 'being able to download' and 'being able to run in a production environment' are completely two different things.

A 70B parameter LLM requires at least two A100 GPUs to set up, and the hardware cost exceeds thirty thousand dollars.

💠 This is the first point raised in the @OpenGradient Four Pillars report: the promise of open models has not yet been fulfilled.

💠 The second point is even more painful—the real costs of closed infrastructure include: pricing being arbitrarily adjusted by a single vendor, content review policies changing at any time, single points of failure causing global applications to crash simultaneously, and sensitive data being fully exposed to central servers. These issues make high-value applications like DeFi Agent and financial risk models wary of fully relying on OpenAI or AWS.

The uniqueness of OpenGradient is that it directly addresses these issues.
It does not force AI into traditional blockchain but designs HACA (Hybrid AI Compute Architecture), a mixed computing architecture that completely separates 'execution' from 'verification'. Inference Nodes specialize in running GPU inference (Fast Path), as fast as calling a central API; Full Nodes only verify TEE attestation or zkML proof without needing to rerun the model, reducing the hardware threshold so that general servers can act as validators, truly achieving decentralization.

💠 The third feature is full vertical integration, with the x402 protocol directly embedded in each TEE instance, allowing payments and inference to be completed within the same trust boundary without exposing data through intermediate layers; SolidML allows Solidity contracts to directly call models in the Model Hub, completing inference + execution actions atomically within a transaction; BitQuant is a real-world example of a DeFi Agent, enabling portfolio analysis through natural language, with all the underlying inference having on-chain proof.

💠 The fourth point is the most philosophical: open AI cannot stop at model weights; the execution infrastructure must also be open. OpenGradient proves that this path is viable with over 2 million verification counts and more than 500,000 zkML/TEE proofs.

I believe that for friends interested in the combination of AI development and blockchain technology, it is definitely worth exploring the charm of OpenGradient's products.