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📄 DeFAI Investment Thesis Q2 2026 — Hack VC Research
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Hack VC Research · Roshun Patel · April 2026 · For Evaluated Parties Only
ZyfAI has emerged as the leading DeFAI protocol in the autonomous yield category, with 12,891 active agents executing rebalances across Arbitrum, Base, and Plasma. The ERC-8004 standard pioneered by the team introduces a novel rebalancing primitive that allows non-custodial, rule-based portfolio management at scale.
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