What I'm excited about this week
- Fixed Investments in AI at record high in the US
- Money printer about to go brrrrr
- @bitstarterAI announces LooshAI, Robotics subnet
- @aave expanding their distribution via the upcoming Aave App
- @flock_io x Qwen Hackathon surfacing quality App + x402 builders
- @NEARProtocol Intents gaining huge traction
- @webuildscore leveraging vision model for @ReadingFC
- @TalusNetwork gearing up for TGE very soon
- Leverage trading on Bittensor subnets live (for longs only) on @Tenex_SN67. LPs deposit $TAO to earn ~90% APY from miner emissions & protocol fees
- @megaeth final allocation tally up by end of this week + refund for unallocated portion
- More interesting Bittensor subnets incoming (e.g. Genomes data management, AI safety training/guardrails)
Vibes down, Fundamentals Up
What I'm excited about this week
- @Uniswap burning 10% supply + turning on the fee switch, bringing back the hype for Defi
- @almanak strategy builder going live end of Nov w/ full functionality
- @AskBillyBets gearing up to run Parlay LP strategy on PMs with profits scaling the treasury and flowing back to its token
- @sire_agent Vault continues to scale w/ +622% avg PnL from Oct
- @sportstensor tapping into eSports prediction together with @GRIDesports (Riot Games/League of Legends official data partner)
- @SynthdataCo netting 500% ROI on Polymarket with Synth's signal, HFT subnet upgrade further incentivizes miners to ship predictions in shorter timeframe (1 hour)
- @AlloraNetwork going live on Mainnet today. Team been focusing on Dynamic Defi strats utilizing Allora price prediction models to directly shape how liquidity, leverage, rebalancing, entry/exit work. Essentially making Defi dynamic, positioning Allora as the "AI Oracle" for Defi
2 key observations here
1. Allora Mainnet → The AI Oracle Era
This is the first time AI/ML models are being placed directly at the core of DeFi strategy execution. Instead of static yield strategies, we’re now entering a world where liquidity, leverage, rebalancing, and entry/exit are dynamically informed by real-time predictive signals.
Expect to see
- ML-driven concentrated LP strategies
- Adaptive leverage/de-leverage LP management
- Dynamic yield optimization based on forward risk signals
This is really good timing for Allora considering that the Defi hype is resurfacing due to Uniswap burn/fee switch + improving macro backdrop due to Trump recent stimulus plans.
Defi x AI teams like @almanak & @gizatechxyz will also benefit from this as both of them can leverage Allora's AI Oracle.
2. Prediction Markets Are Breaking Out
Weekly notional volume on prediction markets just crossed $3B for the first time, now ~50% higher than U.S. Election peak volume in 2024.
@opinionlabsxyz is now the 3rd largest PM venue.
AI-driven prediction players are proving early product-market fit
- High conviction signals
- Scalable liquidity strategies
- Real ROI from real volume
And.....We haven’t even seen token incentive flywheels kick in yet.
Exciting times ahead.
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