Insights from Day 3 in Cannes [Had to remove & reposted due to a certain sensitive info] TL;DR ➙ More Defi selectively surfacing the best yield opportunities ➙ More AI systems designed to enhance Defi ➙ More stablecoin Defi legos & stablecoin designed for Web3 AI ecosystems ➙ Clearer & more direct user acquisition & user retention AI workflows ➙ AI 3D Companion shift to interactive & useful personalized experts ➙ More appetite on AI across L1/L2 ecosystems The Long Version - StableAI narrative continue bubbling behind the scene. One more pretty early-stage AI stable joins the fray with a pretty unique proposition—a stablecoin that optimizes for the best stablecoin yields across a set of stablecoin strategies Not naming names right now because they're super early but the team operates a pretty sizeable lending protocol on one of the L2 This stablecoin will operate as a sort of an omni-chain vault standard that can rebalance & move assets relatively quickly across chains & across protocols in search for the best risk-adjusted yields. Think scouring through Ethena, Resolv, USDC/USDT, RWA stables, lending strats across Base, Arbitrum, Bera, Mainnet, etc etc, rotating to find the best stables organic yields + incentives The goal is to gradually involves AI as part of the decision making process to find the best yield opportunities across chain as well as to optimize the rebalancing process. The team is also working on AI-driven market intelligence designed for chain-specific yield opportunities discovery dashboards - Got a chance to meet many of @TheoriqAI team for the first time and pretty impressed by how much thoughts they've put into designing the infrastructure in place for DeFAI use cases + highly niche user acquisition & user retention workflows Pretty cool to see that both Theoriq and @Almanak__ are pursuing AI Tokenized Vault infrastructure i.e. swarm of agents pushing code/smart contract instead of using LLMs directly to manage/interact with the funds (if you're not aware, big money & institutions are much more willing to allocate capital into traditional defi protocols/smart contracts because they're code... they're open & auditable & can't hallucinate) The focus of Theoriq is to create laser-focused workflows for specific ecosystems starting with @KaitoAI, positioning as user acquisition & retention layer for Kaito e.g. AI-driven market intelligence on $KAITO staking/DEX LP'ing/Pendle LP'ing opportunities, airdrop claiming & market intelligence on Kaito partner projects, and more. A lot of emphasis is on LP'ing - the team will help users get started w/ Uniswap v3 LP for Kaito, and there'll be additional incentives allocated to the KAITO LP pool to kick this off. The end goal on the other side is to have fully autonomous LP AI systems that help optimize yields for users while enhancing liquidity for partner ecosystems. This will likely be done both internally & through other agents projects since at the heart of it, Theoriq is meta agent swarm that act as agent discovery layer that finds the best agent/protocols to perform execute tasks & workflows that they're good with They've built extensive infra on agents messaging + AI tokenized vaults + agents attribution (attributing action to agents for verification/evaluation ⇢ enables use cases like agents referral program w/ other agents & human) Once they expand to more ecosystems, they can build cool agent use cases like Hyperliquid liquidation protection agents, Pendle LP agents, etc etc All in all, pretty excited on what Theoriq is working on addressing. In the short-term for the Kaito workflows products, the current UI/UX needs a lot more refinements but once they nail this down, it could be something that people could use on a daily basis (instead of spending hours to DYOR) - There's going to be a huge ecosystem/distribution network that will launch in Q3. They're going to launch a L1 designed for agents with full on infrastructure to build an agent + 3D companion. $15M in funding/grants to help projects kickstart their agents builder journey. This will be a product-first ecosystem with infra to build 3D models, voices, personalities, animation, skills, context, MCP/tool kits, etc. The goal will be to have agents w/ product live on Day 1. The system is designed with Apple Store style of product discovery in mind instead of trading-focused that we see on existing distribution network. Can't name names yet but official announcement should come out in 3 weeks+ Personal Note If Cannes is less hot & has less smoke (or at least have more AC), Cannes would be a pretty cool city. Pretty surprised to see many people not wearing hats & glasses and just embracing the sun. How do you this? Aren't you scared of skin cancer? Sorry for the rambling. Been a long hot day lmao. See you again tmr on Day 4!