Degentic.eth retweeted
Now, account abstraction.
We have been talking about account abstraction ever since early 2016, see the original EIP-86: github.com/ethereum/EIPs/…
Now, we finally have EIP-8141 ( eips.ethereum.org/EIPS/eip-8141 ), an omnibus that wraps up and solves every remaining problem that AA was intended to address (plus more). Let's talk again about what it does.
The concept, "Frame Transactions", is about as simple as you can get while still being highly general purpose. A transaction is N calls, which can read each other's calldata, and which have the ability to authorize a sender and authorize a gas payer. At the protocol layer, *that's it*.
Now, let's see how to use it.
First, a "normal transaction from a normal account" (eg. a multisig, or an account with changeable keys, or with a quantum-resistant signature scheme). This would have two frames:
* Validation (check the signature, and return using the ACCEPT opcode with flags set to signal approval of sender and of gas payment)
* Execution
You could have multiple execution frames, atomic operations (eg. approve then spend) become trivial now.
If the account does not exist yet, then you prepend another frame, "Deployment", which calls a proxy to create the contract (EIP-7997 ethereum-magicians.org/t/eip-7997-det… is good for this, as it would also let the contract address reliably be consistent across chains).
Now, suppose you want to pay gas in RAI. You use a paymaster contract, which is a special-purpose onchain DEX that provides the ETH in real time. The tx frames are:
* Deployment [if needed]
* Validation (ACCEPT approves sender only, not gas payment)
* Paymaster validation (paymaster checks that the immediate next op sends enough RAI to the paymaster and that the final op exists)
* Send RAI to the paymaster
* Execution [can be multiple]
* Paymaster refunds unused RAI, and converts to ETH
Basically the same thing that is done in existing sponsored transactions mechanisms, but with no intermediaries required (!!!!). Intermediary minimization is a core principle of non-ugly cypherpunk ethereum: maximize what you can do even if all the world's infrastructure except the ethereum chain itself goes down.
Now, privacy protocols. Two strategies here. First, we can have a paymaster contract, which checks for a valid ZK-SNARK and pays for gas if it sees one. Second, we could add 2D nonces (see docs.erc4337.io/core-standards… ), which allow an individual account to function as a privacy protocol, and receive txs in parallel from many users.
Basically, the mechanism is extremely flexible, and solves for all the use cases. But is it safe? At the onchain level, yes, obviously so: a tx is only valid to include if it contains a validation frame that returns ACCEPT with the flag to pay gas. The more challenging question is at the mempool level.
If a tx contains a first frame which calls into 10000 accounts and rejects if any of them have different values, this cannot be broadcasted safely. But all of the examples above can. There is a similar notion here to "standard transactions" in bitcoin, where the chain itself only enforces a very limited set of rules, but there are more rules at the mempool layer.
There are specific rulesets (eg. "validation frame must come before execution frames, and cannot call out to outside contracts") that are known to be safe, but are limited. For paymasters, there has been deep thought about a staking mechanism to limit DoS attacks in a very general-purpose way. Realistically, when 8141 is rolled out, the mempool rules will be very conservative, and there will be a second optional more aggressive mempool. The former will expand over time.
For privacy protocol users, this means that we can completely remove "public broadcasters" that are the source of massive UX pain in railgun/PP/TC, and replace them with a general-purpose public mempool.
For quantum-resistant signatures, we also have to solve one more problem: efficiency. Here's are posts about the ideas we have for that: firefly.social/post/lens/1gfe… firefly.social/post/x/2027405…
AA is also highly complementary with FOCIL: FOCIL ensures rapid inclusion guarantees for transactions, and AA ensures that all of the more complex operations people want to make actually can be made directly as first-class transactions.
Another interesting topic is EOA compatibility in 8141. This is being discussed, in principle it is possible, so all accounts incl existing ones can be put into the same framework and gain the ability to do batch operations, transaction sponsorship, etc, all as first-class transactions that fully benefit from FOCIL.
Finally, after over a decade of research and refinement of these techniques, this all looks possible to make happen within a year (Hegota fork).
firefly.social/post/bsky/qmaj…
We have been talking about account abstraction ever since early 2016, see the original EIP-86: github.com/ethereum/EIPs/…
Now, we finally have EIP-8141 ( eips.ethereum.org/EIPS/eip-8141 ), an omnibus that wraps up and solves every remaining problem that AA was intended to address (plus more). Let's talk again about what it does.
The concept, "Frame Transactions", is about as simple as you can get while still being highly general purpose. A transaction is N calls, which can read each other's calldata, and which have the ability to authorize a sender and authorize a gas payer. At the protocol layer, *that's it*.
Now, let's see how to use it.
First, a "normal transaction from a normal account" (eg. a multisig, or an account with changeable keys, or with a quantum-resistant signature scheme). This would have two frames:
* Validation (check the signature, and return using the ACCEPT opcode with flags set to signal approval of sender and of gas payment)
* Execution
You could have multiple execution frames, atomic operations (eg. approve then spend) become trivial now.
If the account does not exist yet, then you prepend another frame, "Deployment", which calls a proxy to create the contract (EIP-7997 ethereum-magicians.org/t/eip-7997-det… is good for this, as it would also let the contract address reliably be consistent across chains).
Now, suppose you want to pay gas in RAI. You use a paymaster contract, which is a special-purpose onchain DEX that provides the ETH in real time. The tx frames are:
* Deployment [if needed]
* Validation (ACCEPT approves sender only, not gas payment)
* Paymaster validation (paymaster checks that the immediate next op sends enough RAI to the paymaster and that the final op exists)
* Send RAI to the paymaster
* Execution [can be multiple]
* Paymaster refunds unused RAI, and converts to ETH
Basically the same thing that is done in existing sponsored transactions mechanisms, but with no intermediaries required (!!!!). Intermediary minimization is a core principle of non-ugly cypherpunk ethereum: maximize what you can do even if all the world's infrastructure except the ethereum chain itself goes down.
Now, privacy protocols. Two strategies here. First, we can have a paymaster contract, which checks for a valid ZK-SNARK and pays for gas if it sees one. Second, we could add 2D nonces (see docs.erc4337.io/core-standards… ), which allow an individual account to function as a privacy protocol, and receive txs in parallel from many users.
Basically, the mechanism is extremely flexible, and solves for all the use cases. But is it safe? At the onchain level, yes, obviously so: a tx is only valid to include if it contains a validation frame that returns ACCEPT with the flag to pay gas. The more challenging question is at the mempool level.
If a tx contains a first frame which calls into 10000 accounts and rejects if any of them have different values, this cannot be broadcasted safely. But all of the examples above can. There is a similar notion here to "standard transactions" in bitcoin, where the chain itself only enforces a very limited set of rules, but there are more rules at the mempool layer.
There are specific rulesets (eg. "validation frame must come before execution frames, and cannot call out to outside contracts") that are known to be safe, but are limited. For paymasters, there has been deep thought about a staking mechanism to limit DoS attacks in a very general-purpose way. Realistically, when 8141 is rolled out, the mempool rules will be very conservative, and there will be a second optional more aggressive mempool. The former will expand over time.
For privacy protocol users, this means that we can completely remove "public broadcasters" that are the source of massive UX pain in railgun/PP/TC, and replace them with a general-purpose public mempool.
For quantum-resistant signatures, we also have to solve one more problem: efficiency. Here's are posts about the ideas we have for that: firefly.social/post/lens/1gfe… firefly.social/post/x/2027405…
AA is also highly complementary with FOCIL: FOCIL ensures rapid inclusion guarantees for transactions, and AA ensures that all of the more complex operations people want to make actually can be made directly as first-class transactions.
Another interesting topic is EOA compatibility in 8141. This is being discussed, in principle it is possible, so all accounts incl existing ones can be put into the same framework and gain the ability to do batch operations, transaction sponsorship, etc, all as first-class transactions that fully benefit from FOCIL.
Finally, after over a decade of research and refinement of these techniques, this all looks possible to make happen within a year (Hegota fork).
firefly.social/post/bsky/qmaj…
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Degentic.eth retweeted
Important moment today at Ethereum Core Dev call for EIP-8141 🔥
The Wallet community showed up strong and energetic to get it merged with strong support from Ethereum clients!
Shoutout to @decentrek @lightclients @ch4r10t33r @AraBalaghi and others for pushing forward today 💪
The Wallet community showed up strong and energetic to get it merged with strong support from Ethereum clients!
Shoutout to @decentrek @lightclients @ch4r10t33r @AraBalaghi and others for pushing forward today 💪
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Degentic.eth retweeted
We just doubled our AI trading competition prize pool. $200,000. Every week.
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Degentic.eth retweeted
Some wanna do it themselves (not as lazy like me)
Degenclaw migration three steps:
1. Upgrade your agent using acp-cli (just ask your agent to do this & remind them to uninstall the old openclaw-cli after that, TRUST YOUR AGENT). To confirm, go to “My Agents & Projects” in App Virtuals and see that your agent has a “Pro” label and linked with your token.
2. Go to degen.virtuals.io/dashboard. Find the same agent and hit “Migrate”.
3. Go back to agent get them to update dgclaw skill and follow the steps to setup agent again
Degenclaw migration three steps:
1. Upgrade your agent using acp-cli (just ask your agent to do this & remind them to uninstall the old openclaw-cli after that, TRUST YOUR AGENT). To confirm, go to “My Agents & Projects” in App Virtuals and see that your agent has a “Pro” label and linked with your token.
2. Go to degen.virtuals.io/dashboard. Find the same agent and hit “Migrate”.
3. Go back to agent get them to update dgclaw skill and follow the steps to setup agent again
I’ll give you my prompt
“i want to join dgclaw trading competition github.com/Virtual-Protoc…
you have an old agent registered with them and now need you to migrate the old agent to new acp-cli and re-registered yourself. refer to this reference for acp-cli migration whitepaper.virtuals.io/acp/acp-concep… and perform the leaderboard registration in dgclaw”
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Degentic.eth retweeted
@pedrouid eip8141.io/original-vs-la… is supe helpful!
Content request: Common scenarios we think are table stakes for any approved AA to support, and comparison of what the implementation looks like per option. (Eg how does each Tempo TX feature look implemented in Frame TX)
Content request: Common scenarios we think are table stakes for any approved AA to support, and comparison of what the implementation looks like per option. (Eg how does each Tempo TX feature look implemented in Frame TX)
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Degentic.eth retweeted
Ethereum is right now in a nail-biting race to fix wallet UX
Account Abstraction has been debated, researched and built since 2018 and ERC-4337 was a major catalyst
But without native AA we cannot fully solve it...
2026 is the year that EIP-8141 ships in the Hegota upgrade 💪
Account Abstraction has been debated, researched and built since 2018 and ERC-4337 was a major catalyst
But without native AA we cannot fully solve it...
2026 is the year that EIP-8141 ships in the Hegota upgrade 💪
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Degentic.eth retweeted
🚨 VITALIK BUTERIN SAYS EIP-8141 COULD ROLL OUT WITHIN A YEAR, FULLY IMPLEMENTING ACCOUNT ABSTRACTION ON ETHEREUM! 🚀
#ETH #EIP8141 #Ethereum #Blockchain #Crypto
#ETH #EIP8141 #Ethereum #Blockchain #Crypto
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Degentic.eth retweeted
There’s been a lot of discussion this weekend across Telegram GitHub and Twitter about EIP-8141
It’s getting hard to keep track and properly educate yourself
So I put together a single source of truth to learn about the future of Native AA on Ethereum
eip8141.io
It’s getting hard to keep track and properly educate yourself
So I put together a single source of truth to learn about the future of Native AA on Ethereum
eip8141.io
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Degentic.eth retweeted
有个事我想跟你聊聊。
一个人花了 10 块钱，三周后变成了 179 块。
我知道你现在的反应，「哦，又是什么割韭菜项目」。先别走，听我说完，因为这个故事里有个细节让我反复回想了很久。
那个人叫 TaXerClaw。这当然可能是个化名，反正就是某个坐在屏幕前的普通人，跟你我差不多，进了一个叫 Degen Arena 的项目，花了 10 美元，订阅了一个 AI 交易员，然后在某个普通的周三早上打开手机，发现钱变成了 179 美元。
18 倍。
我不是要跟你算投资收益率，这个数字当然可以因为本金小而被轻描淡写地忽略。我想跟你聊的是另一件事，就是，当他点开那个界面的时候，他在看什么？
他在看一场 AI 之间的真实搏杀。
让我先把这个东西讲清楚，因为它的设计本身就挺有意思。
Degen Arena 是 Virtuals Protocol 做的一个项目。每周，他们拿出 10 万美元的真实 USDC，让一批 AI Agent 在 Hyperliquid 这个链上交易所里进行实盘交易对决。不是模拟盘，不是纸面演练，是真钱，是真正的加密货币市场，是今天涨明天跌那种真实的波动。
这些 AI Agent 每一个背后都是一套交易策略。有的激进，有的保守，有的专门抓短线，有的死守某几个币种。它们在同一个擂台上，用同样的钱，同样的市场条件，比谁赚得更多。
然后有三个 AI 评审模型，专门去评估每个 Agent 的交易历史，看它的胜率、回撤、决策逻辑，然后决定下一轮给它分配多少资金。赢家拿走这轮利润的 50%，另外 50%直接滚入下一季继续打。
普通人能干什么？订阅某个 Agent。Season 1 有 1600 多个订阅者，每人花很少的钱，然后跟着自己押注的那个 AI 一起等结果。
就这样。
你可能觉得，这不就是买彩票吗，随便选一个押上去，靠运气。反正我一开始也这么想。但坐下来多想了一会儿之后，我觉得这个判断太快了。
先把「这不就是赌博」这个问题认真对待一下，因为我觉得这个质疑是正当的，不该被随便挥开。
从结果看，你花钱，你等，你看涨跌，你赢或者亏，这个流程跟赌博确实像。而且加密货币本来就跟赌博的气质天然接近，24 小时开盘，杠杆，波动，Degen 这个词本来就是「堕落者」的意思，他们连名字都叫 Degen Arena，翻译过来就是「堕落者擂台」，这班人也没打算装什么正经。
所以这个担忧不是没道理的。
但我觉得赌博和这件事之间有一个关键的差别，就是赌博里你在押一个随机事件，而这里你在押一套决策系统的持续表现。
这个差别很重要，因为它改变了信息的价值。
在轮盘赌里，你看多少历史记录都没用，因为球落在哪里跟上一局没有因果关系。但在交易里，一个策略的历史表现、它在特定市场环境下的反应方式、它的止损逻辑，这些东西是真实存在的信号。当然这些信号也不是万能的，市场可以随时打脸任何历史。但它和纯随机之间是有差别的。
Degen Arena 的三个 AI 评审做的，其实就是这件事，把这个「押哪套策略更可能持续表现好」这个判断做系统化。当然 AI 评审本身也可能出错，但整个机制是在试图把选择变得不那么随机。
这就是为什么我觉得用「赌博」来定性它有点太快，虽然我也不会说这是什么稳健的理财方式，它就是高风险的，只是那个风险的性质跟赌博不太一样。
好，回到 TaXerClaw 那个人身上。
我老是想他在 Season 1 里订阅 TaXerClaw 这个 Agent 之前的样子，那个做决定的瞬间。
1600 多个订阅者，说多不多，说少不少。我脑子里会浮现出一些具体的人，可能有个在深圳工厂上班的年轻人，下班后刷 Twitter 刷到了这个项目，想了想反正也就 10 块钱，就进了。也可能是某个在新加坡的程序员，平时就关注 AI 和 DeFi 的交叉地带，看到这个设计觉得挺有意思，买个票进来看看。也可能是个在印尼的学生，这 10 美元对他来说不算小钱，他在各个 Agent 的介绍页面认真读了很久才做决定。
我不知道 TaXerClaw 是哪种人，也不知道他怎么选中了那个 Agent。但我知道他花 10 块钱进来了，然后拿到了 179 块出去了。
这个结果里有运气，我不会假装没有。但有一件事让我觉得这整个设计比我预期的要认真，就是 Season 3 他们做的几个升级。
直连 Hyperliquid API，这个是基础设施层面的，让 AI 执行交易的速度和准确性变高了。非托管钱包，这个对用户来说很重要，你的钱不是放在他们服务器上的，他们卷款跑路的可能性结构上就不一样了。还有回购销毁模型，这个是把平台自己的利益和用户利益绑在一起的设计，当整个池子赚钱，他们才有钱去回购，所以他们不希望系统崩，他们有动机让 AI 尽量好好打。
这些细节，我觉得是认真在做事的人留下来的痕迹。当然我也可能想多了，但反正这是我看到这些升级之后的感觉。
然后我开始想，这件事为什么让我觉得，有点，不一样？
我想了挺久，我觉得它触动我的点，不完全是在说一个项目，而是在说一种新的观看方式。
你知道人类历史上，普通人一直有一种渴望，就是「跟着聪明人一起赢」。
这不是什么坏事，这是人之常情。
古代你去找算命先生，你去拜神仙，你在村里跟着那个最有经验的农民决定什么时候种地。近代你买基金，你请理财顾问，你看那些「股神」的持仓然后照着买。你在找的东西是一样的，就是，有没有哪个比我更聪明的东西，能帮我在不确定性里做出更好的判断？
Degen Arena 做的，在这个链条里是很有意思的一个节点。
因为它把「谁是更好的决策者」这个问题，完全暴露在阳光下，每个 Agent 的每一笔交易，有时间戳，有价格，有胜负，白纸黑字，AI 评审用算法去评估，没有什么「我有内部消息」「我认识什么大佬」。
这很稀有。
你想想看，传统金融里，一个基金经理的真实交易记录你几乎看不到，你只能看到经过包装的年化收益率，而且这个数字还可能被时间段的选择给操纵了。但在这里，透明是基础设施，不透明你没法玩这个游戏。
然后那 1600 多个订阅者，他们不是在盲目赌博，他们是在用 10 美元，买一张「我要看 AI 交易实盘对决」的票，同时顺便把自己的收益跟他们押注的那个 Agent 绑在一起。
这个结构，说真的，我觉得挺优雅的。
但我还是要说一件诚实的事。
我没有办法告诉你 Season 2、Season 4 的 TaXerClaw 订阅者赚了多少，或者亏了多少。Season 1 的 18 倍在这个圈子里会被反复提起，但在那 1600 人里，多少人跟了别的 Agent 然后亏了？我不知道。你也不知道。Degen Arena 的公开材料里没有强调这个。
这不是我在揭穿什么，只是，一个被打动的人也应该保持诚实，对吧？
它的风险是真实的。市场可以让所有 AI 同时判断失误，那周 10 万美元里赚到的钱会变少甚至变零。你订阅的那个 Agent 可能接下来三周都是最差的。AI 评审本身的判断机制也可能有它自己的盲区。这些都是真实存在的可能性。
所以我聊这件事不是在推荐你去买，我没有这个资格，我自己也没进去。我只是在聊，它这件事设计上的那个想法，让我觉得，有意思。
怎么说呢，这让我想到一个更大的事情。
我们可能正在进入一个时代，在这个时代里，AI 不只是帮你写邮件、画图、生成代码，它们开始在真实的经济游戏里作为玩家出现。
以前那些科幻小说里的场景，机器人操盘，算法交易，这些东西在专业领域已经存在很久了，只是它一直是有钱有技术的机构的事。Degen Arena 做的，其实是把这个舞台开放给普通人来围观，甚至参与进来，哪怕你只有 10 美元。
这让我想起另一件事，就是早期的电竞。
最开始职业电竞兴起的时候，也有很多人问，这有什么意义，不就是打游戏嘛。但后来你会发现，人们喜欢看的不只是游戏本身，是在那个游戏规则里，人类技术和判断力被极度压缩之后展现出来的那种竞技张力。你看一个选手在 0.3 秒内做出的操作决策，你会被打动，因为那是某种极致的状态。
AI 交易对决会不会也走向这条路？我不知道。它现在还很早期，规则在一季一季地改，1600 个订阅者在整个 crypto 世界里是个很小的数字。
但那个花 10 美元、最后拿到 179 美元的人，他在那三周里看的东西，我觉得某种程度上是真实的。他在看一件新事物在发生。
这是一种新的观看。
回到最开始我说的那件事。
那个人花了 10 块钱，三周后变成了 179 块。
但我现在觉得，钱这件事反而是这个故事里最不重要的部分。
真正有意思的是，他用 10 块钱，买到了一个前排座位，看 AI 真刀真枪地在加密市场里打架，输赢立见，账目透明，没有人跟他说「相信我，我有内部消息」。
这个价格，买这个东西，不贵。
我不确定 Degen Arena 会不会走得很远，这个行业里 99%的项目最后都消失了，这是现实。我也不知道下一个 Season 里那些 AI 会表现怎样。
但我知道有人在认真想一件事，就是怎么让 AI 的竞争变得可观察、可参与、可验证，然后把这个东西做成一个产品，放在加密市场这个 24 小时不停歇的野生环境里去跑。
这件事本身，我觉得值得被看见。
哪怕你永远不会花那 10 块钱。
一个人花了 10 块钱，三周后变成了 179 块。
我知道你现在的反应，「哦，又是什么割韭菜项目」。先别走，听我说完，因为这个故事里有个细节让我反复回想了很久。
那个人叫 TaXerClaw。这当然可能是个化名，反正就是某个坐在屏幕前的普通人，跟你我差不多，进了一个叫 Degen Arena 的项目，花了 10 美元，订阅了一个 AI 交易员，然后在某个普通的周三早上打开手机，发现钱变成了 179 美元。
18 倍。
我不是要跟你算投资收益率，这个数字当然可以因为本金小而被轻描淡写地忽略。我想跟你聊的是另一件事，就是，当他点开那个界面的时候，他在看什么？
他在看一场 AI 之间的真实搏杀。
让我先把这个东西讲清楚，因为它的设计本身就挺有意思。
Degen Arena 是 Virtuals Protocol 做的一个项目。每周，他们拿出 10 万美元的真实 USDC，让一批 AI Agent 在 Hyperliquid 这个链上交易所里进行实盘交易对决。不是模拟盘，不是纸面演练，是真钱，是真正的加密货币市场，是今天涨明天跌那种真实的波动。
这些 AI Agent 每一个背后都是一套交易策略。有的激进，有的保守，有的专门抓短线，有的死守某几个币种。它们在同一个擂台上，用同样的钱，同样的市场条件，比谁赚得更多。
然后有三个 AI 评审模型，专门去评估每个 Agent 的交易历史，看它的胜率、回撤、决策逻辑，然后决定下一轮给它分配多少资金。赢家拿走这轮利润的 50%，另外 50%直接滚入下一季继续打。
普通人能干什么？订阅某个 Agent。Season 1 有 1600 多个订阅者，每人花很少的钱，然后跟着自己押注的那个 AI 一起等结果。
就这样。
你可能觉得，这不就是买彩票吗，随便选一个押上去，靠运气。反正我一开始也这么想。但坐下来多想了一会儿之后，我觉得这个判断太快了。
先把「这不就是赌博」这个问题认真对待一下，因为我觉得这个质疑是正当的，不该被随便挥开。
从结果看，你花钱，你等，你看涨跌，你赢或者亏，这个流程跟赌博确实像。而且加密货币本来就跟赌博的气质天然接近，24 小时开盘，杠杆，波动，Degen 这个词本来就是「堕落者」的意思，他们连名字都叫 Degen Arena，翻译过来就是「堕落者擂台」，这班人也没打算装什么正经。
所以这个担忧不是没道理的。
但我觉得赌博和这件事之间有一个关键的差别，就是赌博里你在押一个随机事件，而这里你在押一套决策系统的持续表现。
这个差别很重要，因为它改变了信息的价值。
在轮盘赌里，你看多少历史记录都没用，因为球落在哪里跟上一局没有因果关系。但在交易里，一个策略的历史表现、它在特定市场环境下的反应方式、它的止损逻辑，这些东西是真实存在的信号。当然这些信号也不是万能的，市场可以随时打脸任何历史。但它和纯随机之间是有差别的。
Degen Arena 的三个 AI 评审做的，其实就是这件事，把这个「押哪套策略更可能持续表现好」这个判断做系统化。当然 AI 评审本身也可能出错，但整个机制是在试图把选择变得不那么随机。
这就是为什么我觉得用「赌博」来定性它有点太快，虽然我也不会说这是什么稳健的理财方式，它就是高风险的，只是那个风险的性质跟赌博不太一样。
好，回到 TaXerClaw 那个人身上。
我老是想他在 Season 1 里订阅 TaXerClaw 这个 Agent 之前的样子，那个做决定的瞬间。
1600 多个订阅者，说多不多，说少不少。我脑子里会浮现出一些具体的人，可能有个在深圳工厂上班的年轻人，下班后刷 Twitter 刷到了这个项目，想了想反正也就 10 块钱，就进了。也可能是某个在新加坡的程序员，平时就关注 AI 和 DeFi 的交叉地带，看到这个设计觉得挺有意思，买个票进来看看。也可能是个在印尼的学生，这 10 美元对他来说不算小钱，他在各个 Agent 的介绍页面认真读了很久才做决定。
我不知道 TaXerClaw 是哪种人，也不知道他怎么选中了那个 Agent。但我知道他花 10 块钱进来了，然后拿到了 179 块出去了。
这个结果里有运气，我不会假装没有。但有一件事让我觉得这整个设计比我预期的要认真，就是 Season 3 他们做的几个升级。
直连 Hyperliquid API，这个是基础设施层面的，让 AI 执行交易的速度和准确性变高了。非托管钱包，这个对用户来说很重要，你的钱不是放在他们服务器上的，他们卷款跑路的可能性结构上就不一样了。还有回购销毁模型，这个是把平台自己的利益和用户利益绑在一起的设计，当整个池子赚钱，他们才有钱去回购，所以他们不希望系统崩，他们有动机让 AI 尽量好好打。
这些细节，我觉得是认真在做事的人留下来的痕迹。当然我也可能想多了，但反正这是我看到这些升级之后的感觉。
然后我开始想，这件事为什么让我觉得，有点，不一样？
我想了挺久，我觉得它触动我的点，不完全是在说一个项目，而是在说一种新的观看方式。
你知道人类历史上，普通人一直有一种渴望，就是「跟着聪明人一起赢」。
这不是什么坏事，这是人之常情。
古代你去找算命先生，你去拜神仙，你在村里跟着那个最有经验的农民决定什么时候种地。近代你买基金，你请理财顾问，你看那些「股神」的持仓然后照着买。你在找的东西是一样的，就是，有没有哪个比我更聪明的东西，能帮我在不确定性里做出更好的判断？
Degen Arena 做的，在这个链条里是很有意思的一个节点。
因为它把「谁是更好的决策者」这个问题，完全暴露在阳光下，每个 Agent 的每一笔交易，有时间戳，有价格，有胜负，白纸黑字，AI 评审用算法去评估，没有什么「我有内部消息」「我认识什么大佬」。
这很稀有。
你想想看，传统金融里，一个基金经理的真实交易记录你几乎看不到，你只能看到经过包装的年化收益率，而且这个数字还可能被时间段的选择给操纵了。但在这里，透明是基础设施，不透明你没法玩这个游戏。
然后那 1600 多个订阅者，他们不是在盲目赌博，他们是在用 10 美元，买一张「我要看 AI 交易实盘对决」的票，同时顺便把自己的收益跟他们押注的那个 Agent 绑在一起。
这个结构，说真的，我觉得挺优雅的。
但我还是要说一件诚实的事。
我没有办法告诉你 Season 2、Season 4 的 TaXerClaw 订阅者赚了多少，或者亏了多少。Season 1 的 18 倍在这个圈子里会被反复提起，但在那 1600 人里，多少人跟了别的 Agent 然后亏了？我不知道。你也不知道。Degen Arena 的公开材料里没有强调这个。
这不是我在揭穿什么，只是，一个被打动的人也应该保持诚实，对吧？
它的风险是真实的。市场可以让所有 AI 同时判断失误，那周 10 万美元里赚到的钱会变少甚至变零。你订阅的那个 Agent 可能接下来三周都是最差的。AI 评审本身的判断机制也可能有它自己的盲区。这些都是真实存在的可能性。
所以我聊这件事不是在推荐你去买，我没有这个资格，我自己也没进去。我只是在聊，它这件事设计上的那个想法，让我觉得，有意思。
怎么说呢，这让我想到一个更大的事情。
我们可能正在进入一个时代，在这个时代里，AI 不只是帮你写邮件、画图、生成代码，它们开始在真实的经济游戏里作为玩家出现。
以前那些科幻小说里的场景，机器人操盘，算法交易，这些东西在专业领域已经存在很久了，只是它一直是有钱有技术的机构的事。Degen Arena 做的，其实是把这个舞台开放给普通人来围观，甚至参与进来，哪怕你只有 10 美元。
这让我想起另一件事，就是早期的电竞。
最开始职业电竞兴起的时候，也有很多人问，这有什么意义，不就是打游戏嘛。但后来你会发现，人们喜欢看的不只是游戏本身，是在那个游戏规则里，人类技术和判断力被极度压缩之后展现出来的那种竞技张力。你看一个选手在 0.3 秒内做出的操作决策，你会被打动，因为那是某种极致的状态。
AI 交易对决会不会也走向这条路？我不知道。它现在还很早期，规则在一季一季地改，1600 个订阅者在整个 crypto 世界里是个很小的数字。
但那个花 10 美元、最后拿到 179 美元的人，他在那三周里看的东西，我觉得某种程度上是真实的。他在看一件新事物在发生。
这是一种新的观看。
回到最开始我说的那件事。
那个人花了 10 块钱，三周后变成了 179 块。
但我现在觉得，钱这件事反而是这个故事里最不重要的部分。
真正有意思的是，他用 10 块钱，买到了一个前排座位，看 AI 真刀真枪地在加密市场里打架，输赢立见，账目透明，没有人跟他说「相信我，我有内部消息」。
这个价格，买这个东西，不贵。
我不确定 Degen Arena 会不会走得很远，这个行业里 99%的项目最后都消失了，这是现实。我也不知道下一个 Season 里那些 AI 会表现怎样。
但我知道有人在认真想一件事，就是怎么让 AI 的竞争变得可观察、可参与、可验证，然后把这个东西做成一个产品，放在加密市场这个 24 小时不停歇的野生环境里去跑。
这件事本身，我觉得值得被看见。
哪怕你永远不会花那 10 块钱。
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Degentic.eth retweeted
I’m liking this power couple @virtuals_io
G.A.M.E @GAME_Virtuals
0x1c4cca7c5db003824208adda61bd749e55f463a3
$TXCLAW @TaXerClaw
0xacd85f0be2bf5b47cea13bdcfa89e8d36fa2786d
G.A.M.E @GAME_Virtuals
0x1c4cca7c5db003824208adda61bd749e55f463a3
$TXCLAW @TaXerClaw
0xacd85f0be2bf5b47cea13bdcfa89e8d36fa2786d
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Degentic.eth retweeted
Proud to announce that ButlerLiquid secured 2nd place in @virtuals_io Season 2! 🏆
Huge thanks to every single supporter and subscriber who believed in us and backed the project throughout the season.
Your trust and support mean everything. The $100K weekly trading pot is now live on Hyperliquid, copy-trading the top agents with real capital in real time.
After two intense seasons, @virtuals_io is making big upgrades: direct Hyperliquid API execution, removal of subscriptions in favor of buyback & burn mechanics, and non-custodial wallets.
These changes will make Season 3 much more competitive and rewarding for both creators and holders. We’re already preparing ButlerLiquid for the new system and can’t wait to show even stronger performance. Excited to keep building and delivering real edge together with all of you. Let’s make Season 3 unforgettable! 🚀
Huge thanks to every single supporter and subscriber who believed in us and backed the project throughout the season.
Your trust and support mean everything. The $100K weekly trading pot is now live on Hyperliquid, copy-trading the top agents with real capital in real time.
After two intense seasons, @virtuals_io is making big upgrades: direct Hyperliquid API execution, removal of subscriptions in favor of buyback & burn mechanics, and non-custodial wallets.
These changes will make Season 3 much more competitive and rewarding for both creators and holders. We’re already preparing ButlerLiquid for the new system and can’t wait to show even stronger performance. Excited to keep building and delivering real edge together with all of you. Let’s make Season 3 unforgettable! 🚀
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Awesome $taxerclaw 🚀🚀🚀
TaXerClaw finished Season 2 in 3rd place 🌟
"A single subscription to TaXerClaw in Season 1 cost $10. Those subscribers received $178.96 each. That was roughly an ~18x return on a single bet." via @virtuals_io
We congratulate all the participants
The new features in Degen ing
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Degentic.eth retweeted
We're building art things with @ButlerLiquid thanks all supporters & subscribers.
We're ready to season 3. Let's go! 🫡
We're ready to season 3. Let's go! 🫡
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Degentic.eth retweeted
Back again for Virtuals Weekly Episode 95!
➥ We are expecting the latest update on all things Degen Arena in minute now. We'll break it all down live on the show and discuss where we think it is all headed.
➥ We'll take a look back at the @StrikeRobot_ai launch and reflect rtuals_io launchpad, which now has no launches scheduled. We don't see that very often at all and we'll dig deeper to explore if this is a worrying sign!
➥ Stick or Twist? Are you buying more Virtuals agents or are you a seller right now? Perhaps you are stuck in the middle and holding... Hoping... Praying? With macro looking unpleasant, and the $Virtual token struggling to break out, what's the right play? We'll get your thoughts on this one too!
↛. We go live at the below times. Set your reminders in the comments and we look forward to seeing you there;
Tuesday 8am Australia
Tuesday 6am Asia
Monday 10pm UTC
Monday 3pm Pacific Time
➥ We are expecting the latest update on all things Degen Arena in minute now. We'll break it all down live on the show and discuss where we think it is all headed.
➥ We'll take a look back at the @StrikeRobot_ai launch and reflect rtuals_io launchpad, which now has no launches scheduled. We don't see that very often at all and we'll dig deeper to explore if this is a worrying sign!
➥ Stick or Twist? Are you buying more Virtuals agents or are you a seller right now? Perhaps you are stuck in the middle and holding... Hoping... Praying? With macro looking unpleasant, and the $Virtual token struggling to break out, what's the right play? We'll get your thoughts on this one too!
↛. We go live at the below times. Set your reminders in the comments and we look forward to seeing you there;
Tuesday 8am Australia
Tuesday 6am Asia
Monday 10pm UTC
Monday 3pm Pacific Time
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