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0xJeff
9,767 posts
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0xJeff
@0xJeff
Researcher/Investor - sharing insights from 200+ convos with founders & builders at defi0xjeff.substack.com | Ex-TradFi
Mainframe
0xjeff.carrd.co
Joined November 2021
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80.5K
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  • Pinned
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    0xJeff
    @0xJeff
    Feb 25
    Beginners' Guide to Privacy Report is finally live This is the most comprehensive normies friendly starter pack Crafted based on 3+ weeks worth of insights from 1-on-1 calls with 2 dozen founders/teams in privacy
    107K
  • user avatar
    0xJeff
    @0xJeff
    Jan 5, 2025
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    Article
    DeFAI is the New DeFi
    DeFi has always been the backbone of Web3. It’s what makes blockchain practical, giving us the tools to send money across the globe instantly, invest in assets on-chain, borrow or lend without...
    633K
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    0xJeff
    @0xJeff
    Jan 23, 2025
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    Article
    Luck is a Skill
    15 years ago, when I was playing Dota, there was this YouTube series called "Luck is No Excuse." In it, players outplayed each other by being at the right place, at the right time, with perfect...
    299K
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    0xJeff
    @0xJeff
    Dec 29, 2024
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    Article
    How to Position Yourself in This Agentic Cycle
    Back in October, Virtuals launched the concept of AI agent tokenization. It was a bold move, but let’s be real—most people didn’t give a shit. It was too early Now? Virtuals is delivering 50x, 100x...
    406K
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    0xJeff
    @0xJeff
    Jan 21, 2025
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    DeFAI: The Rise of Trading Agents
    An agent autonomously making money for users—researching & identifying top picks, analyzing sentiment & on-chain data, and executing trades based on their signals & insights. Instead of spending...
    217K
  • user avatar
    0xJeff
    @0xJeff
    Dec 20, 2024
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    Article
    AI Agents in 2024: A Recap and What’s Next (Part 1/2)
    2024 has been a wild year for AI agents. It all started about three months ago with @truth_terminal capturing everyone’s attention. Its quirky humor, conversational style, its interaction with...
    209K
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    0xJeff
    @0xJeff
    Dec 31, 2024
    Top 10 AI Agent Predictions for 2025 • Agentic L1s will reach $100BN akin to 2020-21 cycle of L1s valuation • Agents become fully autonomous, capable of managing $100mn+ TVL • Defi will reach previous cycle high of $200BN+ TVL with the help of ai agents • Conversational
    user avatar
    0xJeff
    @0xJeff
    Oct 28, 2024
    AI agents will dominate all sectors by 2025 • Defi txns will be done via agents • Defi strategies will be managed by agent vaults • Twitter will be filled with agent cult leaders • Tiktok & Instagram agents content will start to be indistinguishable from human's •
    231K
  • user avatar
    0xJeff
    @0xJeff
    Jan 13, 2025
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    Everything is Fine with DeFAI
    Market sentiment turns extremely bearish across every sub-sector of AI agents except for one particular narrative: DeFAI DeFAI, primarily the Abstraction Layer category, has been outperforming during...
    165K
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    0xJeff
    @0xJeff
    Jan 27, 2025
    So let me get this straight.... - Trump has promised to make the US the capital for Crypto and AI - Trump's $500BN "Stargate" initiative to support AI - Trump signs executive orders to develop an AI action plan within 180 days to sustain and enhance US global dominance -
    139K
  • user avatar
    0xJeff
    @0xJeff
    Jun 7, 2025
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    Article
    State of DeFAI Q2/2025
    January 2025 was the month that kickstarted the DeFAI run with "Abstraction Layers" championing the term, gaining popularity and heralded as the new way people interact with Defi—utilizing...
    155K
  • user avatar
    0xJeff
    @0xJeff
    Jan 28, 2024
    For those looking to get an exposure to 𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 This thread aims to give you a primer on ➔ Restaking Competitive Landscape ➔ Top Opportunities (Right Now) ➔ Future Opportunities ➔ How I'm Personally Playing this 🧵𝐑𝐞𝐬𝐭𝐚𝐤𝐢𝐧𝐠 𝟏𝟎𝟏 (Part 2)
    134K
  • user avatar
    0xJeff
    @0xJeff
    Oct 25, 2025
    x402 in a Nutshell Tokens under x402 meta pumped 200-1000%+ during the past week. x402 was live since May, created by Coinbase Developer Platform but recently adoption surged due to Google & Cloudflare further pushing the adoption of the standard. Here's what the hype is all
    197K
  • user avatar
    0xJeff
    @0xJeff
    Dec 30, 2024
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    Article
    Agent Ecosystem = The New L1
    Remember the L2 hype cycle back in 2022-2023? The best plays were accumulating the leading DEXs, top money markets, solidly forks, LSTs, yield optimizers, and so on. Everyone was chasing emissions,...
    149K
  • user avatar
    0xJeff
    @0xJeff
    Jul 16, 2025
    Top teams I'm currently monitoring (not all inclusive) Prediction-based Agents - @aion5100 - @AskBillyBets - @thedkingdao DeFAI - Trading & Yield Optimizing - @gizatechxyz - @almanak (no token yet) - @Cod3xOrg - @FlagshipFYI (no token yet) - @Infinit_Labs (no token yet) -
    113K

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