Witch (0xwitchy on Twitter) is a crypto enthusiast known for her analytical approach to evaluating projects and trends in the blockchain and AI sectors. She shares insights on developer activity, market dynamics, and the evolving role of AI agents in crypto ecosystems. She is partnered with ai16z, an AI-driven DAO on the Solana blockchain, and is part of The Basement DAO and TreasuryDAO. ^[1]

Twitter

Choosing Projects

Witch assesses crypto projects through a detailed and pragmatic approach. She begins by testing a project's product or MVP firsthand, using it exclusively to evaluate usability and user experience, which she considers critical for adoption. She refrains from rushing into investments, especially for utility-focused projects, preferring to compare their performance against competitors and verify claims of upgrades. Engaging directly with development teams gives her insights into the project's direction and authenticity. She also observes whether known developers interact with the project, using this as an indicator of credibility.

Understanding a project's mechanics and unique value proposition is essential for her; she views the inability to explain them as a sign of insufficient comprehension. She strongly discourages investments based on influencer recommendations and advocates for independent, well-reasoned decisions. In volatile markets, she recommends revisiting convictions, discarding outdated assumptions, and constructing new narratives for each project, focusing on those prioritizing building over price speculation. ^[2]

ai16z

Witch highlights her observations on ai16z and ElizaOS, emphasizing their significance in crypto. Despite skepticism, she notes that ai16z, an open-source agentic framework with extensive developer activity and influential contributors, has achieved a market cap of $1.8 billion. Its ecosystem, exemplified by ElizaOS, is widely adopted by major projects like IoTeX, without requiring promotional partnerships. She attributes ai16z's success to its ability to accelerate innovation through frameworks that integrate with LLMs (large language models) like ChatGPT and Gemini, enabling the creation of autonomous AI agents capable of complex operations such as managing wallets and executing presales.

ElizaOS is a foundational framework that encourages developers to build unique agents tailored to diverse applications, including metaverse integration. Witch explains that metaverse projects failed in the past due to underutilization and sparse populations, challenges that AI agents naturally address by populating virtual worlds and interacting within them. She also highlights projects leveraging this synergy, such as those enabling agent training within metaverse environments. For Witch, the potential of AI agents lies in their capacity to add value beyond traditional LLM outputs, driving innovation across the crypto ecosystem and beyond. ^{[3] [4] [5]}