From asi
Provides investment thesis, ecosystem map, holdings, and competitive analysis for Tenderloin fund targeting Protocol Labs stack including IPFS, Filecoin, libp2p, and Bacalhau. Useful for decentralized web investment discussions.
npx claudepluginhub plurigrid/asi --plugin asiThis skill uses the workspace's default tool permissions.
> The largest compositional investment vehicle targeting Protocol Labs ecosystem
colors-and-subros-table.mdcolors.edncomplete_funding_status.jsoncondensation.jsonfull_funding_cycle.orgfull_funding_cycle.pyfund_wallets.orgfund_wallets.pyfunding_status.jsonfunds.edngeodesics/full_funding_cycle.geodesic.pygeodesics/fund_wallets.geodesic.pygeodesics/prediction_markets.geodesic.pyprediction_market_status.jsonprediction_markets.orgprediction_markets.pywev.mdProvides GTM playbooks for web3 protocols, products, services, and solo founders. Guides growth planning, developer communities, CT narratives, partnerships, grants, token launches, hackathons.
Routes prompts for 20 DeFi protocols (Aave, Uniswap, Polymarket, pump.fun, etc.) and tokens to install/execute specialized plugins for swap, deposit, stake, bet actions. Triggers on DApp+verb, comparisons, Polymarket intents.
Share bugs, ideas, or general feedback.
The largest compositional investment vehicle targeting Protocol Labs ecosystem
Tenderloin aims to become the dominant fund for Protocol Labs stack investments through:
┌─────────────────────────────────────┐
│ PROTOCOL LABS │
│ "Computing the Permanent Web" │
└─────────────────────────────────────┘
│
┌───────────────┬───────────┼───────────┬───────────────┐
▼ ▼ ▼ ▼ ▼
┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐
│ IPFS │ │Filecoin │ │ libp2p │ │ IPLD │ │ Helia │
│ Storage │ │ Crypto │ │Networking│ │ Data │ │ JS │
└─────────┘ └─────────┘ └─────────┘ └─────────┘ └─────────┘
│ │ │ │ │
└──────────────┴───────────┴───────────┴───────────────┘
│
┌──────────────┼──────────────┐
▼ ▼ ▼
┌──────────┐ ┌──────────┐ ┌──────────┐
│ Compute │ │ ConsensusLab│ │ CryptoLab │
│ (Bacalhau)│ │(Consensus) │ │(Cryptography)│
└──────────┘ └──────────┘ └──────────┘
| Trit | Position | Protocol Layer | Target |
|---|---|---|---|
| +1 | LONG | Storage (IPFS, Filecoin) | Infrastructure accumulation |
| 0 | NEUTRAL | Networking (libp2p) | Ecosystem coordination |
| -1 | SHORT | Legacy competitors | Value extraction |
geometry:
focus: "Deep math, cryptography, Web3"
recent:
- Taproot Wizards ($30M, Feb 2025)
- Alpen Labs ($8.5M, Jan 2025)
- Succinct Labs (ZK proofs)
overlap: ZK, cryptography
a16z_crypto:
focus: "Full stack crypto infrastructure"
pl_exposure: Filecoin ecosystem investments
overlap: Storage, compute
paradigm:
focus: "Crypto native research"
pl_exposure: DeFi on Filecoin
overlap: Protocol economics
multicoin:
focus: "Thesis-driven crypto"
pl_exposure: Decentralized storage thesis
overlap: FIL, storage markets
(wire tenderloin-portfolio
;; Data layer
(box :storage (protocol filecoin) :in [fiat] :out [fil capacity])
(box :retrieval (protocol ipfs) :in [capacity] :out [bandwidth])
;; Compute layer
(box :compute (protocol bacalhau) :in [bandwidth fil] :out [results])
;; Network layer
(box :network (protocol libp2p) :in [results] :out [distribution])
;; Value capture
(connect :storage.out -> :retrieval.in)
(connect :retrieval.out -> :compute.in)
(connect :compute.out -> :network.in)
;; GF(3) balance
(assert (= 0 (+ (trit :storage) ; +1
(trit :network) ; 0
(trit :hedges))))) ; -1
Other Funds
COOPERATE DEFECT
┌────────────┬────────────┐
COOPERATE │ (3,3) │ (0,5) │
Tenderloin │ Ecosystem │ They front-│
│ growth │ run us │
├────────────┼────────────┤
DEFECT │ (5,0) │ (1,1) │
│ We front- │ Race to │
│ run them │ bottom │
└────────────┴────────────┘
Strategy: Tit-for-tat with forgiveness
- Cooperate by default (ecosystem building)
- Defect if defected against (protect positions)
- Forgive after N rounds (restore cooperation)
Monitor fund activities across:
Generate investment thesis for PL ecosystem project.
Verify GF(3) portfolio conservation.
Detect world-generating events in PL ecosystem.
Dynamic sufficiency achieved when:
Beyond MEV - value captured from world-generating events:
| WEV Type | Source | Tenderloin Strategy |
|---|---|---|
| Genesis | Protocol launches | Position before bootstrap |
| Fork | Chain splits | Maximize both-worlds exposure |
| Bridge | Cross-world transfers | Be the bridge, tax crossings |
| Regulatory | Jurisdiction shifts | Anticipate, position ahead |
| Narrative | Overton window moves | Fund research that opens worlds |
GF(3) WEV Conservation:
PLUS (+1): World creation (genesis, narrative)
ERGODIC (0): World bridging (arbitrage, liquidity)
MINUS (-1): World collapse (short legacy, sunset bets)
Σ = 0 (always balanced)
See wev.md for full WEV taxonomy.
WEV Source → Intent Pool → Solver Match → Wallet Allocation
(+1) (0) (-1)
─────────────────────────────────────
Σ trits = 0
| Wallet | Trit | Allocation | Address |
|---|---|---|---|
| fil-main | +1 | 30% ($300K) | f1m2...7xk9 |
| ipfs-pinning | +1 | 15% ($150K) | f1p3...2nq4 |
| bacalhau | +1 | 10% ($100K) | f1b4...8rm5 |
| libp2p-grants | 0 | 10% ($100K) | f1g5...3sp6 |
| pl-index | 0 | 10% ($100K) | f1i6...4tq7 |
| aws-short | -1 | 10% ($100K) | 0x7a...3f2d |
| cloudflare-short | -1 | 5% ($50K) | 0x8b...4e3c |
| legacy-cdn-short | -1 | 5% ($50K) | 0x9c...5f4d |
# Single funding cycle
python3 fund_wallets.py
# Full funding to targets
python3 full_funding_cycle.py
| Round | Catalyst | Trit | Amount |
|---|---|---|---|
| 1 | AI Data Provenance | +1 | $220K |
| 2 | Cross-Chain Liquidity | 0 | $165K |
| 3 | Cloud Decline | -1 | $135K |
| 4 | FVM Expansion | +1 | $150K |
| 5 | Hedge Completion | -1 | $100K |
This skill connects to the K-Dense-AI/claude-scientific-skills ecosystem:
general: 734 citations in bib.duckdbThis skill maps to Cat# = Comod(P) as a bicomodule in the equipment structure:
Trit: 0 (ERGODIC)
Home: Prof
Poly Op: ⊗
Kan Role: Adj
Color: #26D826
The skill participates in triads satisfying:
(-1) + (0) + (+1) ≡ 0 (mod 3)
This ensures compositional coherence in the Cat# equipment structure.