A sleeping BTC whale just chose ETH, and the way they did it matters.
They used futures to get in fast, then closed them and kept buying spot. That reads like a position they want to hold.
At the same time, big buys showed up off-exchange through BitGo and Galaxy. Quiet fills, less slippage.
🧮 Result: BTC had a shaky weekend. ETH dipped, then bounced faster and even poked to new highs before cooling. That’s what real spot demand looks like; pullbacks don’t stick.
They used futures to get in fast, then closed them and kept buying spot. That reads like a position they want to hold.
At the same time, big buys showed up off-exchange through BitGo and Galaxy. Quiet fills, less slippage.
🧮 Result: BTC had a shaky weekend. ETH dipped, then bounced faster and even poked to new highs before cooling. That’s what real spot demand looks like; pullbacks don’t stick.
dAGI Summit — October 24, San Francisco
The only event this fall where OSS founders and frontier AI researchers sit down together to discuss how open AI infrastructure will actually get built.
📍Oct 24, SF, Open Source AI Week
cyber•Fund / Delphi Ventures / OpenAI / Liquid AI / Amazon Web Services (AWS) / NVIDIA / Snowflake / Lightning AI / Ai2 / Cline / Letta / OpenMind / Prime Intellect / Pluralis Research / Nous Research & more!
⚡️ Only 30 early adopter tickets left, use code FRIENDSOFDAGI for 10% off.
🎟 Reserve Your Spot
The only event this fall where OSS founders and frontier AI researchers sit down together to discuss how open AI infrastructure will actually get built.
📍Oct 24, SF, Open Source AI Week
cyber•Fund / Delphi Ventures / OpenAI / Liquid AI / Amazon Web Services (AWS) / NVIDIA / Snowflake / Lightning AI / Ai2 / Cline / Letta / OpenMind / Prime Intellect / Pluralis Research / Nous Research & more!
⚡️ Only 30 early adopter tickets left, use code FRIENDSOFDAGI for 10% off.
🎟 Reserve Your Spot
❤🔥5🔥2
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⚡️Oz City has joined as a residency at Edge City Patagonia! ⚡️
Join our residency and network of founders who are building at intersection of AI and Web3.
👀Oz City participants get Edge City access at a special $945 rate:
• That's 50% off compared to standard Edge City tickets
• Covers Weeks 3 & 4 (November 1-16 — your Oz City dates)
• Full access to all Edge City infrastructure and programming
We are creating a Hub for AI Founders and Builders.
👉Apply now! https://luma.com/ozcity_patagonia
Join our residency and network of founders who are building at intersection of AI and Web3.
👀Oz City participants get Edge City access at a special $945 rate:
• That's 50% off compared to standard Edge City tickets
• Covers Weeks 3 & 4 (November 1-16 — your Oz City dates)
• Full access to all Edge City infrastructure and programming
We are creating a Hub for AI Founders and Builders.
👉Apply now! https://luma.com/ozcity_patagonia
❤🔥5🆒1
25,000 people attended Token2049.
There were countless discussions across different topics.
We compiled and analyzed Twitter sentiment to identify the 3 main narrative takeaways from the event.
🔥 RWAs, Perps & Prediction Markets lead the narrative
The top 3 themes dominating conversations this year are RWAs, Perpetuals and Prediction Markets.
Stablecoins also made plenty of noise — a possible sign of growing institutional adoption and bigger players entering the space.
👔 More serious people, less fluff
The vibe has changed. Token2049 isn’t just for degens anymore — it’s for builders and long-term investors. The crowd feels more professional, focused on real collaboration and sustainable growth.
🤖 AI Agents: the quiet builders
You might think the AI Agent hype is gone, but it’s just evolved.
The noise has cooled — now it’s about real products, not just buzzwords. Think of it like Layer 2s or modularity: the hype fades, but the innovation keeps building.
💡 Overall takeaway:
Token2049 feels more mature. Less hype, more substance. The next cycle might just be built by the people who stayed focused.
There were countless discussions across different topics.
We compiled and analyzed Twitter sentiment to identify the 3 main narrative takeaways from the event.
🔥 RWAs, Perps & Prediction Markets lead the narrative
The top 3 themes dominating conversations this year are RWAs, Perpetuals and Prediction Markets.
Stablecoins also made plenty of noise — a possible sign of growing institutional adoption and bigger players entering the space.
👔 More serious people, less fluff
The vibe has changed. Token2049 isn’t just for degens anymore — it’s for builders and long-term investors. The crowd feels more professional, focused on real collaboration and sustainable growth.
🤖 AI Agents: the quiet builders
You might think the AI Agent hype is gone, but it’s just evolved.
The noise has cooled — now it’s about real products, not just buzzwords. Think of it like Layer 2s or modularity: the hype fades, but the innovation keeps building.
💡 Overall takeaway:
Token2049 feels more mature. Less hype, more substance. The next cycle might just be built by the people who stayed focused.
🔥4
AdoptionCon 🛬 Argentina!
Introducing AdoptionCon: your go-to hub for diving into the next wave of the global mass adoption — from stablecoins and tokenization to dApps and PayFi.
Prepare for:
🟢 Two stages packed with high-impact talks
🟢 50 world-class speakers
🟢 1,000+ attendees
🟢 Local flavors and authentic Argentinian bites
📅 Nov 19, Devconnect
RSVP here 👇
https://luma.com/adoptcon25
Introducing AdoptionCon: your go-to hub for diving into the next wave of the global mass adoption — from stablecoins and tokenization to dApps and PayFi.
Prepare for:
🟢 Two stages packed with high-impact talks
🟢 50 world-class speakers
🟢 1,000+ attendees
🟢 Local flavors and authentic Argentinian bites
📅 Nov 19, Devconnect
RSVP here 👇
https://luma.com/adoptcon25
❤🔥4❤2
Channel name was changed to «Epic Web3 — learn how to build & grow products in Web3 🔜 Devconnect Argentina 🇦🇷»
Agents Day: new edition in Argentina 🇦🇷
AI owned 2024–2025; now decentralized AI turns intelligence into an on-chain asset class.
Meet Agents Day (6th edition): verifiable agents meet decentralized compute and real DeFi/prediction-market liquidity — with playbooks, demos, and partners to build, fund, and scale.
Who’s going to be there
Agents Day brings together a builders, founders, and VCs from:
🤖 AI agents & marketplaces
🏗 Decentralized AI infrastructure (DePIN, compute, ZK)
⛓️ L1 & L2 protocols
💱 DeFi & trading apps
🛠 Developer tools
📱 dApps
👛 Wallets & custody
Event is free, but don’t forget to register:
https://luma.com/agentsday-argentina
AI owned 2024–2025; now decentralized AI turns intelligence into an on-chain asset class.
Meet Agents Day (6th edition): verifiable agents meet decentralized compute and real DeFi/prediction-market liquidity — with playbooks, demos, and partners to build, fund, and scale.
Who’s going to be there
Agents Day brings together a builders, founders, and VCs from:
🤖 AI agents & marketplaces
🏗 Decentralized AI infrastructure (DePIN, compute, ZK)
⛓️ L1 & L2 protocols
💱 DeFi & trading apps
🛠 Developer tools
📱 dApps
👛 Wallets & custody
Event is free, but don’t forget to register:
https://luma.com/agentsday-argentina
🔥2
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Telegram = reverse adoption?
Telegram isn’t the adoption — it’s the distribution OS
Learn why that matters with Pavel Altukhov, Co-founder @TACbuild
Telegram isn’t the adoption — it’s the distribution OS
Learn why that matters with Pavel Altukhov, Co-founder @TACbuild
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🎟 50 Free Tickets to the Key Event in Open-Source & Distributed AI
In just one week, San Francisco will host dAGI Summit — a gathering of frontier researchers, engineers, and founders shaping the future of open and distributed AI.
Join us on October 24 to hear from experts at OpenAI, DeepMind, Anthropic, Meta, NVIDIA, Amazon, Linux Foundation, PyTorch, and the founders or maintainers of Letta, Cline, Nous Research, Pluralis, and more.
Across two stages, attendees will explore technical talks, panels, and real conversations with the people building open AI systems today.
Topics include:
• The future of agentic AI and the intent economy
• Lessons from building and maintaining open-source AI at scale
• Battle-tested patterns for multi-agent orchestration
• Global insights on distributed systems and infrastructure
This is a rare chance to exchange ideas, see real solutions, and connect with the community driving open AI forward.
💡 Apply for a free ticket — tell us about your project and join the conversations shaping the future of AI.
📍 San Francisco, October 24 • Part of Open Source AI Week
🔗 Apply Here
In just one week, San Francisco will host dAGI Summit — a gathering of frontier researchers, engineers, and founders shaping the future of open and distributed AI.
Join us on October 24 to hear from experts at OpenAI, DeepMind, Anthropic, Meta, NVIDIA, Amazon, Linux Foundation, PyTorch, and the founders or maintainers of Letta, Cline, Nous Research, Pluralis, and more.
Across two stages, attendees will explore technical talks, panels, and real conversations with the people building open AI systems today.
Topics include:
• The future of agentic AI and the intent economy
• Lessons from building and maintaining open-source AI at scale
• Battle-tested patterns for multi-agent orchestration
• Global insights on distributed systems and infrastructure
This is a rare chance to exchange ideas, see real solutions, and connect with the community driving open AI forward.
💡 Apply for a free ticket — tell us about your project and join the conversations shaping the future of AI.
📍 San Francisco, October 24 • Part of Open Source AI Week
🔗 Apply Here
❤🔥6🔥4🤝4
DeFi’s next chapter is about meeting in the middle: bringing together institutional finance and everyday users through clear rules, KYC where needed, and simple, wrapped-yield products.
As Halil from Wallet puts it: "For widespread adoption, we need seamless abstractions that connect pro DeFi users with everyday retail, enabling trust without sacrificing complexity."
📈 That means shifting from pure innovation to practical integration. Composability has to live alongside compliance and good UX.
For builders, the job is to design products that work across this whole spectrum—and to plan for regulations as they solidify, without shutting down innovation.
As Halil from Wallet puts it: "For widespread adoption, we need seamless abstractions that connect pro DeFi users with everyday retail, enabling trust without sacrificing complexity."
📈 That means shifting from pure innovation to practical integration. Composability has to live alongside compliance and good UX.
For builders, the job is to design products that work across this whole spectrum—and to plan for regulations as they solidify, without shutting down innovation.
❤3🔥3
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It’s important to be strategic and hype.
Follow only narratives that benefit you.
Insights from Jethro Kwan, Growth @ Particle Network
Follow only narratives that benefit you.
Insights from Jethro Kwan, Growth @ Particle Network
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🚨dAGI Summit Hits SF This Friday: Last Chance to Grab Your Tickets!
Join us in San Francisco for a full day across two stages: Open Source Stage and Distributed AI Stage.
Hear from top researchers, builders, and founders from OpenAI, DeepMind, NVIDIA, AWS, NEAR, Letta, Cline, Lightning AI, Prime Intellect, Nous Research and more.
Explore stateful agents, multi-agent orchestration, agentic AI economics, open standards, and other discussions shaping the future of AI.
🎟 Ticket prices go up tomorrow! Don’t miss your chance to join the conversations driving open-source and distributed AI forward.
📍 Oct 24, Clancy Hotel
Secure Your Spot
Join us in San Francisco for a full day across two stages: Open Source Stage and Distributed AI Stage.
Hear from top researchers, builders, and founders from OpenAI, DeepMind, NVIDIA, AWS, NEAR, Letta, Cline, Lightning AI, Prime Intellect, Nous Research and more.
Explore stateful agents, multi-agent orchestration, agentic AI economics, open standards, and other discussions shaping the future of AI.
🎟 Ticket prices go up tomorrow! Don’t miss your chance to join the conversations driving open-source and distributed AI forward.
📍 Oct 24, Clancy Hotel
Secure Your Spot
⚡4❤🔥2🔥2
Tokenizing real-world assets is the next fundamental reshaping of finance.
Tokenization digitizes ownership by creating blockchain-native representations of physical or financial assets: treasuries, bonds, loans, commodities, real estate, and institutional funds.
The appeal is massive liquidity, fractional access, near-instant settlement, global reach, and DeFi composability, unlocking utility traditional finance can’t match.
Still, scaling RWA adoption beyond a handful of certified investors hits walls:
🚧 Regulatory constraints enforce KYC & restrict DeFi usage, slowing secondary markets and on-chain innovation
🚧 Legal realism lags blockchain state, making real-world disputes hard to reflect in token ownership smart contracts
🚧 UX friction and ongoing technical risks deter mainstream entry
But the true breakthrough may come from Based Rollups:
✅ They inherit Ethereum’s security and censorship resistance
✅ Unlike optimistic or zk-rollups, they solve liveness and centralization issues by using Ethereum’s validators as sequencers
✅ Enable seamless composability with Ethereum DeFi stacks and global liquidity pools
✅ Offer fast, cheap finality critical for RWA markets
In this light, the debate isn’t if RWA tokenization will dominate, but how fast it can overcome regulatory and tech complexity, and which architectures make it viable at scale.
How long before the largest real-world markets are effectively “living” on-chain — in real time, fractionally accessible, and DeFi-enabled?
Tokenization digitizes ownership by creating blockchain-native representations of physical or financial assets: treasuries, bonds, loans, commodities, real estate, and institutional funds.
The appeal is massive liquidity, fractional access, near-instant settlement, global reach, and DeFi composability, unlocking utility traditional finance can’t match.
Still, scaling RWA adoption beyond a handful of certified investors hits walls:
🚧 Regulatory constraints enforce KYC & restrict DeFi usage, slowing secondary markets and on-chain innovation
🚧 Legal realism lags blockchain state, making real-world disputes hard to reflect in token ownership smart contracts
🚧 UX friction and ongoing technical risks deter mainstream entry
But the true breakthrough may come from Based Rollups:
✅ They inherit Ethereum’s security and censorship resistance
✅ Unlike optimistic or zk-rollups, they solve liveness and centralization issues by using Ethereum’s validators as sequencers
✅ Enable seamless composability with Ethereum DeFi stacks and global liquidity pools
✅ Offer fast, cheap finality critical for RWA markets
In this light, the debate isn’t if RWA tokenization will dominate, but how fast it can overcome regulatory and tech complexity, and which architectures make it viable at scale.
How long before the largest real-world markets are effectively “living” on-chain — in real time, fractionally accessible, and DeFi-enabled?
Epic Web3 ✈️ Argentina!
3 events that you definitely, totally, absolutely, ultimately shouldn’t miss 👇
⛰ The Oz City (November 1)
Oz City is the pop-up village dedicated to AI agents and decentralized AI. We aim to learn, educate and ship products at the frontier of AI and Web3 together with OpenServ.
🧠 Agents Day (November 17)
The Agentic Web is not a far-off vision — it’s happening right now.
Agents Day is where verifiable agents meet decentralized compute and real DeFi/prediction-market liquidity — with playbooks, demos, and partners to build, fund, and scale.
☀️ AdoptionCon (November 19)
Institutions remain cautious without regulatory clarity and credible rails for capital markets. Consumers still face clunky onboarding, fragmented wallets, and high-friction payments.
AdoptionCon is your go-to hub for diving into the next wave of the global mass adoption — from stablecoins and tokenization to dApps and PayFi.
3 events that you definitely, totally, absolutely, ultimately shouldn’t miss 👇
⛰ The Oz City (November 1)
Oz City is the pop-up village dedicated to AI agents and decentralized AI. We aim to learn, educate and ship products at the frontier of AI and Web3 together with OpenServ.
🧠 Agents Day (November 17)
The Agentic Web is not a far-off vision — it’s happening right now.
Agents Day is where verifiable agents meet decentralized compute and real DeFi/prediction-market liquidity — with playbooks, demos, and partners to build, fund, and scale.
☀️ AdoptionCon (November 19)
Institutions remain cautious without regulatory clarity and credible rails for capital markets. Consumers still face clunky onboarding, fragmented wallets, and high-friction payments.
AdoptionCon is your go-to hub for diving into the next wave of the global mass adoption — from stablecoins and tokenization to dApps and PayFi.
🔥1
Blockchain’s real job: agreeing on the same facts online. By Dominic Schiener, co-founder @ IOTA
This isn’t about quick cash. It’s about trust. How do companies, countries, and regulators who don’t fully trust each other stick to the same story?
Old systems put one group in charge, so we end up with clashing versions. Blockchain offers a public record anyone can check and no one can quietly change. That only works, though, if lots of people use it together.
What we need:
1️⃣ Groups agree on simple, shared formats for data and how they interact
2️⃣ Ways to bring real-world info on-chain: trustworthy data, IDs you can prove, and digital records that match real goods and money
3️⃣ Laws that recognize these records and connect them to today’s banks, courts, and tools
It feels slow because coordination is hard and no single player can force it. The reward is big: fewer disputes, less paperwork, faster deals.
Are we ready to build shared, lawful systems people actually use, or keep making one-off demos?
This isn’t about quick cash. It’s about trust. How do companies, countries, and regulators who don’t fully trust each other stick to the same story?
Old systems put one group in charge, so we end up with clashing versions. Blockchain offers a public record anyone can check and no one can quietly change. That only works, though, if lots of people use it together.
What we need:
1️⃣ Groups agree on simple, shared formats for data and how they interact
2️⃣ Ways to bring real-world info on-chain: trustworthy data, IDs you can prove, and digital records that match real goods and money
3️⃣ Laws that recognize these records and connect them to today’s banks, courts, and tools
It feels slow because coordination is hard and no single player can force it. The reward is big: fewer disputes, less paperwork, faster deals.
Are we ready to build shared, lawful systems people actually use, or keep making one-off demos?
❤4
First stop of 2026:
Denver, 17th of February.
And we’re SO back!
🏛 AdoptionCon | Feb 17
The adoption wave is here: stablecoins hit $300B, institutional DeFi at $50B, 71% of institutions holding digital assets.
The builders creating the rails, from DeFi superapps and neobanks to PayFi and RWAs, are all in one room for one day.
If you're building for institutions or mass adoption, everyone in your vertical will be here.
👉REGISTER
Denver, 17th of February.
And we’re SO back!
🏛 AdoptionCon | Feb 17
The adoption wave is here: stablecoins hit $300B, institutional DeFi at $50B, 71% of institutions holding digital assets.
The builders creating the rails, from DeFi superapps and neobanks to PayFi and RWAs, are all in one room for one day.
If you're building for institutions or mass adoption, everyone in your vertical will be here.
👉REGISTER
❤5