Notes
《Base生态的5条主线》
近几天，傻哥和群友讨论，捋下Base生态的几条线：
1、 #virtual 的盘子：acp、盘子的核心节点
acp是 #virtual 搞的标准，类似mcp
mcp在solana上大量的项目实践，结果 $dark 这个龙头公开说此路不通
acp的基本面上看，我倾向于也是走起来困难的、但在 #virtual 的整个盘子里看
是一个重要的题材
相当于是在赌 #virtual 的盘子进一步繁荣，至少是局部的繁荣
virtual上目前这应该是最大的题材了，大概率会炒作一波，有财富效应，然后凋零
acp核心就 #Aixvc 自己的三个项目：
$swarm （ai数据流）， $mamo （AI余额宝）和 $brain （ai抓交易信号）
virtual盘子的核心节点是： $vader ， 还有virtual 本身， $aiXvc 板块
#aiXvc 板块而是其中一个产品 Axelrod 的代币 $axr
但 #aixvc 板块的产品不止Axelrod一个
目前好多产品在赛马
2、 和coinbase的强结合，尤其和wallet的整合
或者外延一点，所有蹭上coinbase体系的项目
wallet就是 $mamo 理财, $byte 送外卖, $bnkr (defai+推特发币)；
其实， $giza/ $mamo / $aaa 其实做的事情差不多
区别是前两者有官方背景。
3、围绕着 facaster这个超级发射培养皿，出现的新东西
还有一条线，就是围绕着 facaster这个超级发射培养皿，目前新东西是 $noice 。还有被刺激的 $qr
$noice 要起来，得先要在打赏份额上超过 $degen ，或者有这个趋势
$qr 似乎是base生态的nasdaq大屏，随着生态水涨船高，或者凋零
4、 $Bid 新台子搞出的新项目
$Aion 是龙头，然后是 $dking
$Bid 进出摩擦比virtual小吧
#Virtual 曲线陡峭，摩擦大
对新人不友好
$bid 看起来似乎是有潜力的
因为平台上已经好几个10几m的币了
$bid 是平台上估值最高的币的5-10倍都是合理的
believe生态就是这样
但现在在短期高位，先观察
5、还有第5块是类似 $Kta 这样的强庄项目
也有一些溢出效应，溢出到 $tig 、 $aaa
傻哥这块还没看完，先不展开
最后感谢 @0x_CryptoAu 和 @AdleyWang，没有他们的协助，傻哥难以对Base生态有这样的理解。
Ok so @X is flexing that @grok will be handling real-live data and make predictions on @Polymarket???
Man, $AION is ALREADY live doing this with subnet 6 and has a proven accuracy rate of 0.862 last month (APY 5000% on vault)!!
We r not bullish enough.
Here it is. Time to seperate the the opportunists from the legit ones.
The trinity for agentic protocols on Base:
▫️ $GIZA | @gizatechxyz
▫️ $AXR | @AIxVC_Axelrod
▫️ $AION | @aion5100
Base ecosystem due for a correction. Time to seperate the opportunists from the real ones.
My bet: The trinity of agentic protocols:
$GIZA | @gizatechxyz
$AION | @aion5100
$AXR | @AIxVC_Axelrod
$AION | @aion5100 my next investment for the agentic protocol narrative on Base.
Tldr: Prediction market agent live on Base — owner of Bittensor subnet 6 to analyse and predict real-world events. Currently live on @Polymarket.
Its actually crazy how much boxes this one hits..
▫️Base ecosystem agentic protocol with USDC vaults
▫️Subnet ownership on bittensor ecosystem — only agent that owns a $TAO subnet afaik
▫️Polymarket / predictions markets — recent @Polymarket partnership with @X will boost this sector.
How does the agent perform?
It has actually been doing very good this month with a balanced accuracy of 0.862 outpacing the reference miner on the subnet. It let the prediction agent printing >500% APY atm on the vaults(!), current TVL surging to 6fig.
Here is an example predicting the recent ejection of Elon! 👇🏻
https://t.co/K1DsYgmEvH
What catalysts can we expect?
Solid upcoming catalysts with new roadmap, tokenomics and release of more vaults👇🏻
https://t.co/pd07qVYlYP
Doxxed founder btw @madladshad.
The rotation to $ALB will come unexpected to most
But expected for me
@AlienBaseDEX to dollars, lots of dollars
当你以为你终于可以松一口气的时候，其实才是你最应该提着气的时候。
川普过后，都是浑水摸鱼的人，那些人都想模仿川普，但没有一个人有川普那直接几个亿的池子，所以一个都不能玩，都是为了捞点虾米。
但这一个项目不一样，应该会是今天的热点项目了，https://t.co/N0K9JJ1Kcp 创始人名牌承认的代币，池子目前9.2m，还没上车的抓紧了，大资金项目不多见。
现在市值1.4亿，上个十亿应该问题不大，拭目以待吧。
$AION
CA：8XtRWb4uAAJFMP4QQhoYYCWR6XXb7ybcCdiqPwz9s5WS
Bittensor is The Main Breeding Ground for Decentralized AI Projects
Subnets are the core of the Bittensor ecosystem, acting as breeding grounds for various decentralized AI use cases.
There are currently 64 subnets live, with most of them designed to address specific AI-related purposes.
The current cost for registering a subnet stands at approximately $1.6M.
@_kaitoai is utilizing a subnet for Web3 information indexing and training, while @SturdyFinance operates one focused on DeFi yield optimization.
@getmasafi is leveraging its subnet for specialized data training tailored to agents, and Infinite Games is running a subnet dedicated to prediction market forecasting.
@modenetwork network will launch a subnet soon.
Tokens to watch out from Bittensor Subnet Ecosystem:
$STRDY (Sturdy)
$AION (Infinite Games)
$MODE (Mode Network)
With its expanding ecosystem and diverse use cases, 2025 is expected to be a bullish year for Bittensor Ecosystem.