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cover of episode The Chopping Block: DeSci Critiques, Hyperliquid's No-VC Model, and Freysa’s AI Games- Ep. 742

The Chopping Block: DeSci Critiques, Hyperliquid's No-VC Model, and Freysa’s AI Games- Ep. 742

2024/12/1
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C
Casey Caruso
H
Haseeb Qureshi
管理合伙人、投资人、程序员和有效利他主义者,专注于加密货币和区块链领域。
R
Robert Leshner
T
Tarun Chitra
T
Tom Schmidt
Topics
Haseeb Qureshi认为DeSci项目实际上是科学主题的迷因币,并非真正的科学投资。他同时指出AI迷因币成为市场新的热点,吸引了大量关注。他还提到Freysa是一款AI代理,其奖池被成功破解,暴露了AI代理与智能合约连接的漏洞,随着AI代理积累的资源越来越多,其安全风险也越来越高,未来可能出现新的黑客攻击方式。 Robert Leshner则认为Freysa的破解事件凸显了将AI代理与资源连接的风险,这表明当前的AI代理技术还不成熟。 Tarun Chitra则从加密领域的审计角度出发,指出与加密领域的审计相比,AI领域的安全性还处于较低水平,缺乏类似的竞争性审计机制。他认为开源模型可以通过类似于漏洞赏金的竞赛机制来提高安全性,但他同时指出,当前AI模型的攻击向量持续变化,难以进行有效的安全审计。 Casey Caruso认为AI迷因币仍处于早期发展阶段,未来发展潜力巨大,可能出现虚拟网红、具身AI等新形态。他同时分析了Eliza框架的特性,指出其方便了AI代理与互联网的连接,简化了代理的构建过程。 在讨论Hyperliquid的19亿美元空投事件时,Haseeb Qureshi认为这是近年来少有的正面空投案例,引发了人们对空投模式的重新思考。Tarun Chitra则认为Hyperliquid空投的成功并非完全取决于其无风投、高流通率的模式,更重要的是其产品本身的成功和用户使用率。他同时指出,基于使用情况的空投需要确保其指标难以操纵,并且与产品的实际使用情况紧密相关。Casey Caruso认为Hyperliquid空投的成功也受益于当时的牛市行情,许多项目空投的积分系统与项目实际目标脱节,导致积分系统被操纵。 在讨论DeSci时,Tarun Chitra对DeSci项目持批判态度,认为其质量不高,资金利用效率低,且缺乏有效的问责机制。他认为DeSci的真正价值在于利用加密技术构建预测市场,而非简单的资金筹集。Haseeb Qureshi则认为DeSci项目可能与DeFi项目早期发展类似,需要时间和经验积累。Casey Caruso认为当前DeSci项目主要吸引的是加密货币投资者,而非真正的科学研究人员,其未来发展可能与其他前沿科技领域的加密化趋势类似。Tom Schmidt则认为DeSci项目可以看作是概念验证,其成功与否取决于能否产生实际成果。

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Shownotes Transcript

Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner get together and give the industry insider's perspective on crypto. This week, special guest Casey Caruso from Topology joins the crew to tackle the latest in crypto and tech. They explore the rise of AI memecoins like Freysa, blending gamified AI agents with blockchain mechanics, and the fallout from a major hack. The discussion also highlights Hyperliquid’s $1.9 billion airdrop and its no-VC funding model, signaling new trends in token launches. The crew critiques decentralized science (DeSci), questioning its accountability and funding models, with a spotlight on Pump.Science’s tokenized longevity experiments. Finally, they examine the success of Base’s incentive-light approach and the impact of frameworks like Eliza on crypto’s evolution. Tune in for a dynamic take on innovation, trends, and challenges shaping the crypto world.

Listen to the episode on Apple Podcasts),** Spotify**),** Overcast**),** Podcast Addict**),** Pocket Casts**),** Pandora**),** Castbox**),** Google Podcasts**), TuneIn), Amazon Music), or on your favorite podcast platform.

Show highlights

🔹 The Rise of AI Memecoins: Exploring the explosive trend of AI memecoins like Freysa, their gamification, and unique mechanics. The crew delves into how these coins combine on-chain activity with AI, creating a new layer of engagement and speculation.

🔹 Freysa’s AI: A detailed look at how Freysa’s prize pool was jailbroken, the mechanics behind the attack, and what it reveals about the vulnerabilities of AI agents connected to smart contracts.

🔹 AI Agents and Crypto Innovation: An overview of AI-enabled agents and their crossover into crypto applications, with insights on current limitations, gamification trends, and how AI integrates with Web3 frameworks like Eliza.

🔹 Airdrop Trends and Hyperliquid: Breaking down Hyperliquid’s $1.9 billion airdrop, its innovative “no VC funding” model, and the market impact of launching into a bull market with a high float percentage.

🔹 The Decentralized Science Debate: Analyzing the potential and pitfalls of decentralized science (DeSci), including critiques of funding mechanisms, accountability, and the practicality of crowdfunding drug discovery through tokenized models.

🔹 Base’s Community-Led Success: Examining how Base has attracted top developers and projects without heavy incentive programs, reshaping the playbook for L1 and L2 ecosystems.

🔹 Pump.Science and Longevity Tokens: A closer look at Pump.Science’s tokenized longevity experiments, the mechanics of its funding model, and the aftermath of its private key leak.

🔹 Challenges of Token-Based Funding: Comparing decentralized incentive models for projects like DeSci with the successes and lessons learned from DeFi, highlighting the difficulty of creating effective accountability mechanisms.

🔹 The DAO Debate: Examining the viability of DAOs for deploying funds in high-stakes environments, with skepticism about their long-term effectiveness in innovation.

Hosts

⭐️Haseeb Qureshi), Managing Partner at Dragonfly

⭐️Robert Leshner), CEO & Co-founder of Superstate

⭐️Tarun Chitra), Managing Partner at Robot Ventures

Guest:

⭐️Casey Caruso), Founder Topology 

Disclosures)

**Timestamps **

  • 00:00 Intro

  • 01:24 AI Memecoins & Freysa Challenge

  • 07:07 Open Source Models & Security

  • 21:15 Hyperliquid Airdrop

  • 31:16 Blur vs. Blast Points

  • 37:16 Decentralized Science (DeSci)

  • 40:04 Criticisms of DeSci

  • 48:18 Potential & Future of DeSci

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