Are you... a DeFAI skeptic?
What if I told you the sector's AUM is at $139M, with:
- @Almanak__: $91M AUM
- @gizatechxyz: $19M AUM
- @mamo: $18M AUM
Let's dive deeper.
🧵
II. Out of the $139M managed by agents, the majority is concentrated in just 4 protocols: @Almanak__, @gizatechxyz, @mamo, and @ZyfAI_ ($5.4M).
The remaining protocols are either smaller or not fully operational yet. E.g., @getaxal ($2M), @BrahmaFi ($770K), and others.
III. "Hmm..."
Top 1 is @Almanak__, an AI-driven strategy builder that transforms your input parameters/settings into an on-chain strategy ready for deployment.
"So, I build a yield-generating machine myself?"
IV. Yes, you create strategies using Python and Almanak SDK.
Currently, @Almanak__ supports @arbitrum, @base and @ethereum, while executing everything non‑custodially using Safe and Zodiac multisig setup.
V. Just to give a broader understanding, @Almanak__ allows you to create an RSI momentum strategy for PENDLE (trades on oversold/overbought signals), automated looping or even automated arbitrage.
VI. @Almanak__ is the only protocol charging a management fee, but also accepts the most collateral types.
"And what about others' features?"
VII. @gizatechxyz is the only one offering @pendle_fi PT management. On average, you will be getting an optimized fixed yield of ~13% APR with zero manual effort.
I did a thread on it, by the way:
VIII. @mamo charges the highest performance fee through the Moonwell pools but also auto-compounds rewards.
@ZyfAI_ is the only one fully sponsoring the gas fees.
Lastly, all protocol tokens: $GIZA, $MAMO, or $ZFI provide some form of boost or rebate.
IX. As @0xNairolf said, "AI agents are the new wallets," and all of these protocols are primed.
Bois, what's your take on DeFAI?
@splinter0n @0xDefiLeo @the_smart_ape @0xCheeezzyyyy @DOLAK1NG @YashasEdu @0xAndrewMoh @eli5_defi @_SmokinTed @RubiksWeb3hub @kenodnb @rektonomist_
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