Onchain Observer | Growth & Partnerships @sibyl_labs_
Joined October 2021
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Great to see onchain being mentioned on the Robin Hood Q3 earnings call.
This is what I have been holding or what I look at:
$NET: expecting a comeback here eventually. One of my key bets on Robin Hood.
$CHOP: Volatility farming, looks like with more BD, TVL will increase over time, Bankr supports rather strongly too.
$MORROW: had big dip, but tech is working, fund of my buddy Born is doing well (mine less for now). Just needs more interest and eyes.
$BEAST: micro cap. Did alr first transition to a $LIT treasury strategy. Expecting more to come as team has been working bts. Idea around automated AI trading via NFT is cool and fits RWA strategy of RH,
$PARE: Was a giga runner with KOL push, then fell off a cliff. Idea around splitting dividend and principal onchain is still cool, just that there is no hype around it rn.
Time for a market update even though things still look gloomy, especially given the war news.
Binance is reopening withdrawals in phases after the hack. They claim 95% of funds are safu, oh well.
The orange man is striking again. US military striking some Iranian island, while its midterms. We cannot catch a break fr.
On Base, the Denim upgrade will be live on Thursday. Basically even faster transactions, so we can all lose money at greater speed.
Robinhood Chain is still working on RWAs. Stocks are becoming collateral. Ondo Stocks are on the chain, Longbow lends USDG against them. Volumes are kinda depressed there too.
My watchlist is a disaster these days, but let’s still look at it.
$SIBYL: Sibyl Memory v0.10.0 is out, with one-command Grok Bot setup, Cursor support and links between memories. I have been playing a lot with Grok Bot and my Sibyl set up has been an integral part.
$TSC: the team showed a wallet-to-wallet call option on network difficulty traded for 0.9 TSC, no middleman. Still bullish on the inference meta, main play there.
$NET: continuous bleed, inline what happens on the chain. I will just persist and see how things evolve.
$CHOP: their NFT mint is near 70%, with big dollareees in the buyback and liquidity treasury. Mint closes Friday. I like the play, decent bag on Fomo.
$SURPLUS: have only teased this on my tg, but bought bag ahead of migration. Probably one of the only projects on Base with a real use case, the moment they add value accrual to the token I see this do well.
$SIL: interesting play, someone called it AirBnb for compute lol. Torch launch.
$VIBES: not much volume (as all of onchain) but they are going places with their new hackathon.
Still holding lots of other stuff, but highlighting few here. Stay safe and keep building. We will be winning again.
Good to see that the $beast is still at it. I wonder what is coming?
The elevator doors open on a new trading floor. For holders of $BEAST and Beast NFTs, what happens after those doors open?
We’re rebuilding how the firm rewards its holders, and this is the opening scene.
The firm is restructuring this week.
Seeing lots of chatter on my timeline about the Grok Bot usage limits. Makes sense, as it’s super useful for anyone in crypto and who is a lot on X (like me). Let me give you a top-down run through my set up (which will change over time).
To make it quick: I moved quite a few + new workflows over to Grok Bot over the last week. I really like it as it’s really user friendly & I can run shit directly from my phone. Had some chats with friends too to understand what they are doing.
What I did so far and how:
You can have a main agent, which coordinates tasks with all the other bots. X actually has a cool library of agents for specific tasks which I went through.
I first mapped what workflows I want to have on there. I then went through the agent library and added those I need (+10 for now).
I then made sure that my main bot coordinates with the sub bots and delegates tasks to them. It pings back and forth between agents to ensure a high quality output.
To avoid things getting messy, I then set up folders by area of work. I for example have a dedicated folder for Sibyl Growth & BD work, another one for trading, etc.
As I was doing work on the main bot, I also decided to decouple the workflows in own sub bots to have separate chats. One doing market research, one community work, one wallet tracking, etc. At the same time I keep control, as bots have read only permissions and cannot act on my behalf.
Given the memory of an agent becomes messy over time, note that I also added the Sibyl memory plugin to ensure I have a persistent memory experience. My main agent did all the work of installing it, easy.
Overall, I now have a decent set up. I for example let it scan my main Telegram & Discord chats, go all over my mail so that I don’t miss anything (careful though if you are trading directly within Telegram). It also helps with me all classic BD tasks. Just to name a few.
On usage: In my personal case, I am burning fast through it, especially with the automatic scans I run (too much wallet tracking lol). I thus ran some analytics and either killed or reduced frequency where needed. Probably will run the tracking somewhere else again lol.
Have to give kudos to @elonmusk and X, I believe this probably onboards a lot of agentic virgins, given the easy usability. Also highly recommend trying out the @sibyl_labs_ plugin, you can first start with the free version (disclosure: I work there kek).
JY retweeted
Sibyl Sunday is postponed this week, we will be back next week with updates and will be inviting some builders to join us for a roundtable chat.
P.S.
Be sure to run 'sibyl update --apply' (or ask your agent to update sibyl). The most recent patch has a drastic increase in performance📊
RT @monosarin: If you haven't used Grok bot, Inwarmly suggest you do.
Give it some steroids by plugging @sibyl_labs_ into it. $SIBYL Is (i…
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As you know, I like $VIBES. I have been talking last months with @CyphrGM and now joined them as an ambassador (as I post anyways about bags I like, it's a win/win). Let me therefore spotlight a bit their second edition of the hackathon and share some thoughts.
It’s a build competition for vibe coders, as the platform is focussed on these (already has it in the project name kek). People get one week to ship a working app with a live URL, followed by a week of judging.
Stats of the first edition ICYM: 52 builders and OneToken came second. It then went on to a funded raise on Vibestarter.
Now second edition is on with a $1,000 prize pool for the top 5 as well as many Claude Pro subs for the competitors. I like the fact that the $vibes holders can actually vote there (vote, vote).
The judging panel shows that Base as a chain has some interest in it. @saxenasaheb is joining, which should bring some attention.
I have been iterating it over the last months: always bet on teams which continue building. Attention might be elsewhere (actually most stuff, including Base, feels rather slow), but Vibestarter just needs one good project being incubated there so that people see the value.
PS: besides the collab, note that I still hold a significant bag, both staked and on Fomo, which I bought myself (just saying as most time this isn't the case).
🤝 Paid partnership
Loving my Grok Bot x Sibyl set up. Go check it out
sibyl memory update version 0.10.0
release notes
- Grok Bot setup in one command: sibyl setup grokbot wires it and shows what changed
- Cursor support: sibyl setup cursor
- sibyl doctor checks the whole path: start, save, recall, delete a test memory
- links between memories: your agent follows connections instead of searching again
- the installer now runs inside agent shells, no terminal needed
- packages: client 0.10.0, CLI 0.6.0, hermes 0.6.0, MCP 0.4.0
your agent can now install its own memory. Grok Bot is a few lines away.
Back from travelling. Time to get hands dirty with Sibyl and to deep dive into onchain.
Grok Bot btw is a great helper, full set of agents now set up to do different tasks and to help me with BD and research.
I hope you are all having a happy Halloween. I hope the spooky season for onchain is soon over, no more $chop (hint hint).
Crypto is really one of the most exhausting industries from a mental pov. Euphoria over summer, now soul crushing depression. If you can sustain this, one day you may reap the rewards. Or not.
Time for another market update (great times, I know).
Rough week for majors and onchain. Bitcoin and ETH down over the last days, FOMC not bringing any relief either.
Icing on the top is me waking up this morning to the Binance exploit, presumably by North Korea. Billions were stolen and there is a feeling of doom on the timeline.
On the chain level, Base continues to ship, mostly around payments and agents. Denim hitting mainnet, Shopify letting eligible merchants accept USDC with zero gas for the customer and the FalconX USDC credit facility going live.
Robinhood had a busy week too. Onchain came up on the Q3 earnings call plus eight new token stocks went live. Sentiment is still mixed but I am betting it will come back.
Just some comments on selected projects on the watchlist:
$SIBYL: the team is building the graph structure into the plugin, and Sibyl Memory now works with LangGraph too. The plugin is also available for Grok Bot, I installed it myself a few days ago.
$TSC: new upgrade went live plus team did an apperance on MCG. Betting on the idea of decentralized inference.
$NET: Net Forge, their game engine, is now open source, with an MCP server so coding agents can build games on it directly. I think that the protocol will be one of the winners when Robin Hood is coming back.
$CHOP: crossed 100k TVL this week, with about 10% of supply wrapped. They also hit number 2 spot on MCG's trending list. Good protocol for this choppy market.
Anyway, I know times are tough. But markets will look better sooner or later again.
JY retweeted
Sibyl Memory is also compatible with LangGraph!
SibylStore is a LangGraph Store, not a checkpointer.
Use your checkpointer for graph state. Our LangGraph adapter provides a separate place for long-term facts your agent can use across threads.
Check this out. My bro @devdosomething becoming an AI quant.
I built POW Valuation Lens so when I hover on any SafeTrade candle it shows me MC (at that day's supply via official stats) + FDV.
Used @AskTillyAI on Qwen 27B (Tensorcash miner) then built and finalized in Codex. Receipt covers one coding response.
As you may have noticed, I was setting up my Grok agent army last days.
Obviously I had to also install Sibyl Pro for it, ensuring one shared memory across all my Grok agents.
It was super easy to do (roughly 5 mins of back and forth with my agent). Here is the verbatim from Bean, my Grok helper, on it.
Build with Sibyl Memory, check it out now on sibyllabs.org
