infraXの‌価格INFRA

-> Blockchains began with Proof-of-Work: raw computational energy proving that something happened. -> Then came Proof-of-Stake: economic alignment to secure consensus. -> Then zero-knowledge proofs: a way to mathematically verify without revealing details. Now, a new primitive is emerging: Proof-of-Experience. ● What do PoW and PoS fail to capture? PoW secures the chain by forcing miners to do costly work. PoS secures it by making validators stake value they risk losing. Both assume you can capture truth at the level of state transitions. But what if the “truth” you’re verifying isn’t a computation; it’s an experience? - Was the real-world moment captured accurately? - Was the stream rendered without lag? - Was the user’s AI model served on time? - Did a drone deliver the package to the right place? In the age of real-time data, consensus needs a new scope. ● Where do Guardian Nodes fit in XR, AI, and DePIN? @mawariXR built Guardian Nodes for this new scope. They don’t mine blocks. They don’t validate transactions. They attest to the fidelity of live experiences. This isn’t a metaphor. It’s a working system. In protocols tying together XR (Extended Reality), DePIN (decentralized physical infra), and AI: - Guardian Nodes verify whether a user’s view matches the intended scene - Whether latency or packet loss broke immersion - Whether content streamed was accurate, aligned, responsive If they can prove it..they earn. ● How are Guardian rewards different from mining? Traditional mining rewards completion. You prove a block was mined → you get paid. Guardian rewards are different: You prove delivery was consistent over time → you get paid. This introduces a timeline verification model. You’re not just proving something happened. You’re proving it happened smoothly, accurately, and without breakage. This is a new kind of difficulty function: Not how much power you use, but how precisely you preserve experience. ● From Execution to Experience This flips the whole validation stack on its head. - In PoW, work is atomic: mine the block, get paid. - In Guardian models, work is ambient: maintain experience, earn gradually. It's more like streaming income than mining income. But it's still crypto-native. Still programmatic. Still verifiable. And crucially: it reflects how value is experienced, not just how it’s computed. ✍️ Conclusion XR. AI. DePIN. Billions in value riding on flawless delivery. Guardian Nodes = paid to prove reality happened exactly as it should. This isn’t mining. This is monetizing the timeline.

With so many new chains launching, I'm now focusing more on pick-and-shovel plays. - Liquidity providers powering these chains - Infra powering these chains (i.e. oracles, interoperability) - Revenue-generating apps with PMF - Stablecoin issuers/money markets

Sapien Capital, @SeiNetwork's DeSci investment arm, just recruited a Biopharma veteran to advise Sei’s $65M Open Science Fund. Here’s everything you need to know in 5 minutes about the movement: As you all know, Sei is gradually gaining traction with narratives like RWA, DeFi, GameFi, stables, and more. It’s the product of focused execution toward one goal, MAKING MARKETS MOVE FASTER. The growth is clear: • #1 EVM chain by MAW, over Base and BNB • 1M+ DAW and ATH in daily transactions • 100K+ daily gaming transactions • $1.53B DEX volume in July (ATH) But they can’t keep dwelling on past glory. New frontiers are needed. One of them is DeSci, which is still undervalued, but with the potential to make @SeiNetwork the infra rails for the future of scientific collaboration in longevity, biotech, and other frontier research domains. To achieve this ambitious goal, there’s a need for a great recruit, which is where Dr Michael Baran comes in. Dr Michael Baran, Partner at Pfizer Ventures, is joining as a strategic advisor to shape the investment strategy for the $65M Open Science Fund and guide Sei’s DeSci vertical. His remit is to turn proof-of-concept projects in decentralized funding, community-led data ownership, and tokenized research participation into sustainable ventures that can solve real bottlenecks in drug development and translational science. In case you don’t know, Pfizer Ventures has already engaged with DeSci through VitaDAO, so this is not a random leap. It is part of a longer strategic interest in decentralized science models. Decentralized Science has promised to free science from centralized funding bodies and glacial publication cycles, but much of the movement is still stuck in proof-of-concept mode. As

Alright, it’s time for another 💯 early-bird opportunity. @RaylsLabs just launched its Rayls Loyalty Points Program and yes, this strongly hints at future $RAYLS airdrop eligibility. Rayls is purpose-built for banks & institutions, where they’ve already secured heavyweight accreditations: 🔸 Partnership with Central Bank of Brazil 🔸 Backed by Brazil Santander & Nuclea (inter-clearing house) 🔸 Recognised by @jpmorgan as best-in-class infra for TradFi <> Blockchain convergence in the Kinexys report With this positioning + institutional credibility, valuations could be yuge imo. On the points program: This initiative includes a tiered, community-driven system where higher tiers = multipliers + exclusive quests for more RP. The earlier you join, the easier it is to rack up points before the late majority arrives. Early capitalisation = Less PvP = First-mover edge Leverage on this while it's new🫡

We’ve seen DeFAI powered with AI agents to automate workflows, but the truth behind it is hard: its still human-orchestrated, siloed & non-composable. Most operate as isolated scripts with hardcoded logic, unable to adapt or interact fluidly with other systems. No shared state, build memory or autonomous coordination. This means every new workflows needs to be manually designed, deployed + maintained. It’s automation, yes but it’s brittle. And it’s miles away from the kind of persistent, interconnected intelligence that composable onchain systems can enable. ------ On AI Agents → Agentic AI: Realistically to scale, we need fully autonomous, persistent actors that evolve over time: Environmental awareness + independent decision-making = Agentic AI @gen_impressions is the first infra layer built to make this real: moving from stateless assistants → sovereign, self-evolving digital actors. For this to work it requires seamless integrative while leveraging on the open composability & GI's architecture is driven by PSTE primitives: 🔸Persistence: Onchain memory, state, identity 🔸Seamless Coordination: Open protocols (A2A, MCP) 🔸Token Logic: Staking, incentives, payments 🔸Evolution: Modular self-upgrades & capability expansion Powered by a high-performance Rust runtime and modular multi-layer stack, GI aims to be to Agentic AI what TCP/IP was to the Web. Think of it like how @n8n_io brought workflow automation to Web2 (cur. valued at $2.3B). Except here, GI delivers self-evolving, onchain-native agents + an agentic payment layer for Web3 which is an almost non-existent market. And unlike most teams still in ‘aspiration mode’, GI already has proof of traction: • 10,000+ agents across 330K+ Telegram groups • Twitter agents live >6 months • (In dev) DeFAI agents & attention market agents So what's the significance behind all of these? Supporting both infrastructure + ecosystem, $GEN serves as the native settlement token for inter-agent coordination & payments. The potential & value proposition here is massive given the technical edge esp. with the core product launch just around the corner. Pretty sure most haven’t connected the dots yet, but if this pulls off its gonna be huge imo.