Notes
投资的真谛不外乎于分歧处入场，于共识中离场
上个月写 $GIZA 的时候，偷偷建了点仓位。我看到的分歧点：市场普遍认知 @gizatechxyz 为“稳定币收益代理”，但实际上 Giza 正在做的事要远远超越这一愿景。
所以 Giza 到底在建设什么？
可以分为三层框架理解：
底层：Giza Protocol —— DeFAi 的基石
作为 DeFAi 底层的 Giza Protocol，分为以下三个核心模块：
语义抽象层
代理授权层
去中心化执行层
中间件：Swarm Finance —— 协议激励层
上层应用：AI 代理生态
基于 Giza Protocol 建设的各类 AI 代理。
应用层策略：带头建设，激励吸引
在应用层，Giza 采取了“带头建设、激励吸引”的策略，官方推出了两款 AI 代理：
ARMA：一款运行已久、交易量突破 150 亿美元 的稳定币收益代理。
Pulse ：与 Pendle 合作推出，旨在革新当前固收市场。
Pulse：专为 Pendle 打造的自主代理
简而言之，Pulse 是首个专为 Pendle 生态设计的自主代理，带来 13% 的 ETH 年化收益。
Pulse 代理工作原理
扫描：代理实时监控 Pendle PT 市场，跟踪：
收益率
到期日
市场深度
Gas 成本
分配：代理将资金分配到多个 PT 市场，最大化收益，同时最小化滑点和成本。
复利：代理自动复利收益，提升长期回报。
Pulse 解决了 Pendle 生态的“到期悬崖”问题，为协议带来了更稳定的 TVL，这种互利关系是 Giza 真正护城河的体现。结合 ARMA 的成功案例，我对 Pulse 的未来充满信心。
不过，对于 $GIZA 而言，Pulse 的成功及其带来的回购买压虽可能是持续且长期的，但不会立竿见影。产品成功 → 持续回购 → 市场认知 FOMO 的链路需要时间。投资 $GIZA 需要足够的耐心。
$Giza × $pendle partnership
First agent on @pendle_fi ever.
Opening the gates to a 11.3B TVL protocol.
Probably nothing.
This is the biggest update by $GIZA since TGE and Arma:
Pulse Agent in partnership with @pendle_fi, to tap into their $12B ecosystem
$GIZA introducing a new incentives market for their agents’ Active Capital, thus becoming a liquidity allocator.
> DeFi protocols define clear yields on Giza’s Swarm market, and active capital directly allocates.
> This gives protocols access to optimal TVL.
Instead of having yields at 30% that only a few people are taking advantage of, Giza’s active capital allocates directly until market equilibrium is reached.
The result is
1. better yield for Giza users,
2. higher revenue to buyback Giza on the market,
3. easier access to more TVL for DeFi protocols, and
4. more efficient use of real yield or incentives.
Overall, this creates more efficient markets and position Giza as a capital allocator.
This can allow Giza to control more liquidity, because new and existing projects will pay for access to such liquidity. Which will increase yield for Giza users, and therefore will attract more TVL.
Top tokens which outperformed the market in the past 7D:
$GAI: +580%
(People who are deep into Base trenches got this alpha last week, and you just needed to follow the right set of people and read their thesis on it.)
There is a cabal on Base which pumped $KTA, $GIZA, and now did the same with $GAI.
You need to track $KTA and $GIZA whales/early buyers’ buying activities to track their next moves.
These moves are often coordinated, so even if you follow 5–6 Base alpha accounts, you’ll get what the cabal is talking about, considering you have a clean feed.
$CHEX: +110%
It’s a cult, something like $OM where the community talks about traction but you can’t verify it on-chain. The community is working for their bags 24×7 because the founder is leading from the front. It’s something like $ADA but for RWA, where you can’t really see adoption, but the promise of adoption always seems high when you hear from the community.
$OKB: +110%
OKB played a trick here. They burned some % of supply to orchestrate this pump. I would not be surprised if some other forgotten project does this to get retail attention back, as price growth is the only indicator the herd cares about. If the price is moving, all is well. If not, the project seems like a scam even if they’ve built great tech.
$SKL: +105%
Skale is the only gaming chain with growing adoption, and they’re building a new blockchain called Fair which also makes them appealing from a tech standpoint. They’ve been quite under the radar for a few years, and they deserved more attention. I think they will get it if we consider their marketing side engagement in recent times.
$AERO: +60%
Aerodrome was the no-brainer trade after the Coinbase announcement. I wonder why people missed it if they did. It’s going to perform well in the coming weeks too.
There are more runners like $NUB and $KEYCAT. That indicates demand for cat-themed memes, so check their vibes too.
Disclaimer: I had no interest in writing this post, but I still did - not for these mentioned coins, but for the write-up I could put along with them that could help you build a mindset which seeks cause, not chase effect. Again, if you mistook this post as a recommendation, then you deserve to lose 100% of your capital.
用300字，1个表格，2分钟快速了解 @0xjacobzhao 精彩万字雄文——《DeFi 的智能演进：从自动化到 AgentFi》 ：
DeFi 正在迎来大脑的升级，从最简单自动化脚本到真正由 #AI 驱动的 AgentFi，是一场链上金融效率与智能的革命。
核心演进路径分为三个阶段：
1️⃣ 自动化 (Automation)：最基础的“若什么…就什么…”规则触发器，比如自动止盈/止损。
2️⃣ 意图驱动 (Copilot)：能听懂人的自然语言，为你推荐操作路径，但需人“点击确认”。
3️⃣ 智能代理 (AgentFi)：终极形态，能够自主感知、思考、决策、执行并持续进化的链上 AI 代理，实现 24/7 全自动资产管理。
核心观点：
1️⃣并非所有 DeFAI 都是 AgentFi：大部分项目仍停留在 Copilot （副驾驶）阶段；
2️⃣最佳应用场景：AgentFi 真正价值在于复杂的收益生成策略（如借贷、流动性挖矿），而非简单的 Swap，Stake；
3️⃣未来已来：像 $Giza, Theoriq, Almanak 等项目，已在实践中展示了 AgentFi 的巨大潜力。
业界已经正从“设定闹钟”，进化到拥有“专属的自动驾驶理财机器人”。
原文重点探讨了 DeFi 和 AI 融合的演进路径 ，概述从自动化到智能体的过渡，并分析市面上这类主流的底层基础设施/代币，其应用的空间和面临的挑战 。
未来的十倍、百倍DeFAi 价值代币可能就藏在其中，更多专业的见地可参见原文👇👇👇
Once again, great read.
Tldr; funds are SAFU with $GIZA.
What a beast. $GIZA
$GIZA is so much ahead of their game. The leader of automated yield farming agentic protocols.
Hey @jessepollak, maybe u want to pay some attention here rather than shilling ur own pockets only.
Intergrated in @baseapp too.
$GIZA
One of the best places to find fundamentally sound tokens is still @base. The short-lived szn it gave us some weeks ago won’t simply be a thing of the past.
Main base portfolio 👇
$GIZA
• Autonomous agents offering optimized yield. TVL at 8 figs now with all metrics growing exponentially
• Learning curve for agents managing assets improving. MAMO now at $60M mc, while GIZA stays below $20M
• First product live (arma, yield) — but SDK and full-stack agent platform being worked on, with more product integrations in the pipeline
$FLOCK
• First ever integration of a web2 LLM with a decentralized AI system — Alibaba’s Qwen literally using FLock as their privacy-focused arm. Products to be commercialized. This is something yet to be seen in web3 and a proof that our space offers PMF for AI solutions
• Core onchain execution of Base MCP, which substituted Claude, and they hinted a potential partnership / client with McLaren F1 team
• Imo it’s ridiculously undervalued at $20M and still under-the-radar especially for westeners; listed on tier 1 CEXs like Bybit, Bithumb, and Upbit, with Upbit KRW inevitable. The korean bid will come again.
$AXR
• My main proxy on Virtuals ACP doing well. It can become bigger than AIXBT, but most will wait too long to see it materialize.
• The AI-powered hedge fund is already working and being profitable, and will use strategies based on multi-year datasets of other hedge funds. Also, offers the 2nd tier for most Virtual points
• ACP is the agentic economy of Virtuals, and AXR is the decision-maker. AXR = new token, new narrative, new leader. And only $20M mcap.
$HEU
• Added a low cap here, only $4M mcap and 20x away from ATH. Team ships constantly, and most don’t know what’s about, being still stuck in the past
• They’re instead building a coordination / interoperability layer for web2 and web3 AI apps and agents
• With innovative features like aggregated memory (ie. chatGTP knows what you did with Claude, or even with a web3 model). Coordinating all your AI research, work flows, or trades under the same hood.
$Giza will set the stage for the agentic defi era.
$GIZA just reached the milestone of $10 million Assets Under Agent
Its price certainly doesn’t reflect the rapid growth of this important metric
Impatient traders have already capitulated before the release of @gizatechxyz’s SDK, Pendle integration, new agents beyond ARMA, etc.
$GIZA: +100% Off Recent Lows with Rising Metrics
$GIZA @gizatechxyz has 2x from its lows in past 3 days to $170m FDV (albeit still 60% off ATHs). In the past 30d, $Giza is up 80%, leading our core focus list.
Rising Key Metrics Snapshot
-Agentic Volume: +305% (in 30 days) to
