0x00RS - 🧙 #1439 / 🐱#cat2331

Web 3.0 believer. Self-Sovereignty fan.

Managing Partner @HivemindCap.

"Everything we hear is opinion. Everything we see is perspective, not truth."

[Tyler Hobbs Studio @tylerxhobbs]

Happy 5th Birthday Fidenza!

[Mdiac @Mdiac_]

10 Punks have now been bought through Punks Terminal for a combined 317.64 ETH on 5,800 ETH bid volume

0% fees with additional Stash bidding functionality on top of the existing CryptoPunks contracts

I'll put out an explainer video talking through the features and benefits

[Hivemind @HivemindCap]

Some of the most important breakthroughs in AI and frontier technology never make it beyond the lab.

Federal research funding is declining. Corporate funding often comes with IP concessions. And traditional venture capital typically enters the picture long after the most critical research has been done. Too often, groundbreaking ideas are left without the resources needed to reach the next stage.

That's why we're excited to launch darkmatter lab in partnership with @UCBerkeley , with support from @googlecloud , @GundersonLaw , and @goodwinlaw.

Built for researchers before a company exists, darkmatter lab provides at least $1 million in resources per project, including research funding, compute credits, legal support, and operational expertise.

We're starting with AI and blockchain, supporting work in areas like AI infrastructure, agentic systems, cybersecurity, cryptography, compute optimization, and decentralized technologies.

This is the cornerstone of Hivemind's upcoming venture fund and a new approach to helping transformative research make the leap from academia into the real world.

Learn more: https://t.co/2Y2SYfPE5D

[Hivemind @HivemindCap]

We are pleased to announce that Hivemind Capital Partners UK LLP received authorization from the UK Financial Conduct Authority (FCA) to operate as an Alternative Investment Fund Manager as of May 1, 2026.

FCA authorization reflects the firm's high standards in respect of its compliance and internal controls, risk management systems, and reporting and transparency obligations.

For Hivemind and its affiliates, now regulated in both the U.S. and the U.K., it is a testament to our institutional standard and focus, our commitment to our existing partners, and firmly positions us for the next phase of growth. More updates to follow!

[Demetri Kofinas @kofinas]

I'm joined by @WillManidis to discuss the collapse of secular institutional legitimacy, the reassertion of divine faith and political violence as organizing forces, and what AI-generated wealth concentration means for the economy and the social contract.

https://t.co/jjoKFWLPNE

[Nick @_rektnick]

I have an idea.👇🏼👇🏼👇🏼

Everyone, just repost this. No tags, just repost. Imagine 1 million reposts.

I'll be happy with 2 reposts, but let's try for 1 million.

$REKT szn loading, the jobs not finished!

Any news?

@RektCoin @rektdrinks

[Lightyear @LightyearBuild]

First trades made with the new bidding feature

[0x00RS - 🧙 #1439 / 🐱#cat2331 @0x00RS]

@Mdiac_ @LightyearBuild It's time to put down the phone and return to app testing so we can release it to users more quickly.

More seriously, it is an awesome move by NODE. Huge kudos to the team for moving the infrastructure forward.

#thisIsHowWeBuild

[Hivemind @HivemindCap]

THE FUD
2022 SuperRare 1/1 by @XCOPYART
Now proudly part of the Hivemind Digital Culture Fund

[Rekt Drinks @rektdrinks]

Rekt is coming to @Waitrose!

This April, Rekt will expand its retail presence to one of the UK's largest supermarkets with @OpenSea's Ship Rekt & @MoonPay's Moon Crush available in store and online.

Welcome to the Rekt family, Waitrose.

[Darien Brito @DarienBrito]

#genuary Day 25 Organic Geometry. Forms that look or act organic but are constructed entirely from geometric shapes.

Looking back at trails. Funky worms made of primitives floating in space.

#genuary2026 #genuary25 #genartclub

[Aspen Digital @AspenDigitalAMP]

https://t.co/L9SEAVFwxD

[a.c.k. @lphaCentauriKid]

with this sale, a new blossom appears

seemingly perfect fit for the collection its entering

will pair beautifully alongside all 5 Piano Blossoms

thank you @HivemindCap

can't wait to print this for you

[0x00RS - 🧙 #1439 / 🐱#cat2331 @0x00RS]

@osf_rekt 2025 was quite the year. I for one can't wait to see what you achieve in 2026. Hopefully people will remember not to fumble their $REKT to the institutions ahead of the master plan scaling.
https://t.co/0XqKTHPJlT

[0x00RS - 🧙 #1439 / 🐱#cat2331 @0x00RS]

@HivemindCap @osf_rekt @rektguy If (brand) equity is going to trade 24/7 anyway, the only real decision is whether you help build it early.

Ask yourself, Anon, do you really want to be the one to fumble your $REKT coins to the institutions?

@RektCoin @rektdrinks #RektGuy #downBadButNeverDead

[OSF @osf_rekt]

$REKT: proof of concept to proof of scale

to put it bluntly, last year was pretty brutal for memecoins and altcoins with lots of things down over 90%. despite that $REKT ended the year 30% higher, making it the 34th best performing coin in the top 500.

we weren't immune to the market, despite the above stat, $REKT is currently 82% down from its highs, but also notably up 400% from its starting price in november last year.

this is a pretty long post, so the quick tldr to summarise is:

2025: we sold over a million drinks without any traditional marketing or distribution, partnered with large brands in and outside of crypto, launched in 200 stores across 4 different states and signed with a distributor with a network of 13,000 retailers

2026: have the rails in place for customers to claim $REKT from drinks purchases in store, the first promotion will start mid-jan, if successful, have the potential to expand this strategy on a much larger scale with key partners involved → this is what takes @RektDrinks from just a small crypto drinks company to being able to compete with the largest players, given we’re the only ones doing this on this scale.

full post:

in 2025, i had the following goals in my head:

1. articulate the “brand coin” narrative in a way that it could be understood and accepted more broadly

2. make $REKT the pioneer + proof of concept of this narrative

3. sell a fk tonne of drinks

4. get people outside of our immediate community to understand i) how strong our brand and community is ii) how hard i am going to work on making this successful

all things considered, i think we did a strong job at attacking these goals - the proof is in our achievements such as the relative performance mentioned above and selling over a million drinks in our first year.
here’s a quick recap of what we did in 2025:

- sold over a million drinks direct to consumer from our website (https://t.co/mGX7yGyU4o), without any spend on traditional distribution or marketing
- collaborated with some of the biggest crypto names to produce co-branded drinks including @base, @opensea, @binanceus, @moonpay, @abstractchain, @jupiterexchange
- partnered with @gsqholdings which saw $REKT get acquired by a NASDAQ listed company
- sponsored @fazeesports who reached the finals of the recent major, and announced an upcoming collaboration product with
- activated in @7eleven stores in LA
- commenced our first full retail launch across almost 200 @gianteagle stores in 4 different states
- signed with @superior_bevgrp, a leading distributor with a portfolio of 13,000 retailers across the midwest
- announced the launch of Rekt energy products
- partnered with @manorsgolf to launch collaboration merch and host the largest golf tournament in crypto, with over 21k live viewers on stream
- teased upcoming collaborations with @xgames, @worldstar and @ledger
- acquired https://t.co/mGX7yGyU4o
- announced partnerships with @AspenDigitalAMP and @EVGHQ to bring $REKT to an institutional audience
- announced a $REKT purchase policy where 10% of revenues will go towards buying $REKT in the open market

we’ve had our fair share of challenges, including a difficult market backdrop and a big liquidity cascade in $REKT, but with each setback we’ve been transparent, vocal and kept our heads up working as hard as possible (ballz on forehead)

i’m happy with our output and it’s only been possible due to the hard work of the entire rekt team, our partners and most importantly the support of our community.

however, now is not the time to chill and pat ourselves on the back. despite a challenging market, i still believe we have an incredible window of opportunity to scale REKT into something far bigger than it currently is; we have proved our concept and very clearly have the momentum behind us, to the point where we have had some incredibly interesting conversations and meetings in the non-crypto world and i believe there is a huge amount of interest in what we are doing.

the rekt story had gone from:

“this is stupid they can’t compete in the drinks market” → “this will never work who cares about owning $REKT” → “oh it’s nice the sold some drinks but can they keep doing it?” → “ok fuck they’ve kept selling drinks and it’s grown” → “can they scale it?”

and it’s this last point of scaling that i think is the most important. selling drinks from our website is great but ultimately to make something special we have to demonstrate that what we’re doing is scalable.

if we tried this whole “drink to earn” concept 2 years ago it would have barely gotten off the ground; but a LOT has changed since then including a more inviting regulatory backdrop in the US, as well as a far better user experience for claiming, custodying and trading tokens, which didn’t exist until recently.

as a reminder, the $REKT token foundation currently owns roughly 33% of the supply, which at today’s market cap of $99m is worth $33m - these are tokens that the foundation has at its disposal to reward those who buy drinks, products, community etc etc. the way i explain it to the trad drinks industry is that it’s a marketing budget, or a “user acquisition budget”. even though $REKT is down 82% from the highs, $33m is still a huge budget (and indeed the value of this budget was $200m at one point).

now, the goal here is two-fold:

1. can we create a simple process where normies can go into a store, physically buy @rektdrinks, and then claim their coins with minimal friction?
2. can we do this in a way where we can demonstrate that it is “scalable” without creating too much supply/sell pressure on the market?

for the first point - i think we’ve figured this out. there are a handful of options, but we’ll be trailing the first one across almost 200 @gianteagle stores in the middle of this month, where customers will be able to buy drinks in store, receive a coupon that’s printed with their receipt, and scan and claim coins on their phone seamlessly. drinks have been rolling out across stores over the last month without any promotions or marketing, and the feedback we’ve had is that sales have been “better than expected”, so next month we’re going to see the true test and impact of launching a $REKT promotion in store.

if this “works”, how can we scale it? well, we’ve made our first steps towards working with distributors with a huge portfolio of tier 1 brands and retailers (13,000 retailers actually as i mentioned earlier). the way i see it, if the GE promotion goes well, we have an incredibly unique story to tell to everyone else out there, and the required channels and rails already in place to scale and expand. this also dovetails nicely with our partnership with @fazeesports (a fan base of almost 300m) and our upcoming energy products, which will be another natural targeted distribution channel for what we have coming up.

the key here is to be thoughtful and sensible about emissions; ultimately, it is paramount that the growth of the value of $REKT as a result of our success far exceeds the price impact of distributing tokens consumers over time, and this is something we are also laser focused on - it’s more of an art than a science.

to extend on that last point, in order to make it work, we also need to improve the liquidity and structure of $REKT as a token. Ethereum mainnet is not the easiest place to have your primary liquidity on, but i still believe that was the right decision for us as we’ve attracted more people with a “hodler mentality”. nonetheless, we will be working closely with the token foundation and their wide resources to improve the liquidity and access to $REKT over the next few weeks and months.
i’ve spoken above about our plans for scaling and ultimately selling more drinks across a wider range of channels that we’ve not yet accessed to date, but another main goal of mine is to get a larger proportion of the “crypto investing crowd” into $REKT. as i’ve mentioned a few times, i don’t view other coins or crypto projects as our competitors; i view traditional CPG brands as our competitors. my goal here is to demonstrate a use case of crypto in an industry that has been around for centuries, and show how it can be used to create a real brand and a real business with real revenues. consequently, i want $REKT to feel like it’s something the entire crypto community to get behind…like…a win for @RektDrinks is a win for crypto, because i think if we can make this successful on a large scale, it’s going to bring a lot more eyes and interest to our world. we have specific plans to achieve this, which also combine with our goals to scale, and there’ll be more on that as the year progresses.

to summarise, i think we’ve graduated from the FAFO/experimental stage to a clear pathway for growth and success - to me it’s very obvious what we need to do, and how to measure if we are successful, and where the pieces fall in place for us to scale this if we truly are.

as i’ve mentioned a few times, Rekt was my sole and only focus last year, and it will continue to be so because i don’t think i will ever have a better opportunity in my life to create something on this scale.

gonna be fun to look back on this post in a year’s time.

$REKT

(i've linked some useful posts below if you're a first-time $REKT researchooor)

[0x00RS - 🧙 #1439 / 🐱#cat2331 @0x00RS]

I believe there is not a need for mirrored equity. Brand Coins represent the goodwill component of the business, while the equity has a claim to the residual ownership of the entire capital stack.

Indeed, this is an *interesting* tokenization approach that lets people gain exposure to specific aspects of a business rather than taking the whole thing. If you prefer the 'whole' via equity, then that's a great decision too; web3 = choices, make good ones!

Goodwill as a Fungible Token = low barrier to entry (smaller denominations, access any time), instant mark-to-market, 24/7 tradeable, available to all, optionality to future buy-backs to refuel treasury rewards.

Equity investment into a business = gated access [QIB / timing of round(s)], illiquid, opaque valuation, tough to realize said value (across both time and price).

Flywheel remains: sell products → grow evangelists → attention + demand for the Brand Coin → “number go up” → more rewards → more talking + trying → more product demand.

Specific to the $REKT example, commitments were recently broadcast to spend 10% of *revenue* on acquiring tokens to keep the treasury well stocked. That could create interesting buy-pressure for the Goodwill traders to benefit instantly (and Equity holders indirectly from the Goodwill growing Brand value). If you are bullish on the Brand then both options can work out well on different time horizons with different capital commitments. Just my $0.02 - very much a subjective/personal opinion and not investment advice.

[Hivemind @HivemindCap]

Brand Coins enter the mainstream

Richard Skeet, Managing Partner, @0x00RS

Brand Coins occur when “goodwill” moves from the balance sheet to the blockchain. In traditional accounting, brand value only shows up as goodwill after an acquisition – a hidden, company-owned, illiquid line item that never directly rewards the people who actually built the brand: customers and community. Brand Coins use the crypto rails of web3 to flip this on its head. They make brand equity real-time and public, community-owned rather than company-owned, and freely tradable rather than locked in a dusty M&A model. They also create a direct link between contribution and value: if you help grow the brand’s perception, you may share in the upside rather than just donating your engagement to someone else’s P&L.

We believe 2026 is the year this idea breaks out of crypto Twitter and into the mainstream consumer playbook. The flywheel is already visible: sell products → grow brand evangelists → attention and demand for the Brand Coin increase → the Brand Coin “number goes up” → the value of rewards and community treasury rises → more incentive to talk about and try the product → product demand grows again. Brand Coins also let brands redirect a slice of their marketing budget straight to their most powerful advocates instead of renting influence from intermediaries. REKT Drinks ($REKT) and Pudgy Penguins ($PENGU) are early category leaders: both have turned culture, community, and distribution into liquid brand equity. In REKT’s case, with more than 1m+ cans sold, rapid direct-to-consumer revenue growth, a slew of significant partnerships (including X Games, GameSquare [Nasdaq: GAME], MoonPay, https://t.co/GbOG4x8Zuk, OpenSea, Jupiter, and Abstract), traditional distribution starting to come online with Giant Eagle and Superior Beverage Group, and a 10% revenue buyback commitment, the results are beginning to show what happens when a real product meets a real on-chain community. Full disclosure: we are long-term holders of $REKT in our funds, reflecting our conviction in Brand Coins as a structural theme rather than a short-term trade. This is not investment advice; Brand Coins, like any digital asset, can be highly volatile and subject to significant risk.

The big questions for 2026 are, first, which new brands will choose crypto rails from day one - using Brand Coins to bootstrap awareness and turn their earliest customers into owners - and second, whether any legacy consumer giant will be smart enough to acquire an on-chain brand like REKT and effectively buy both product traction and a live, market-priced “goodwill” asset that could even be accretive on day one. If (brand) equity is going to trade 24/7 anyway, the only real decision is whether you help build it early.

Ask yourself, Anon, do you really want to be the one to fumble your REKT coins to the institutions?

[0x00RS - 🧙 #1439 / 🐱#cat2331 @0x00RS]

@HivemindCap @osf_rekt @rektguy If (brand) equity is going to trade 24/7 anyway, the only real decision is whether you help build it early.

Ask yourself, Anon, do you really want to be the one to fumble your $REKT coins to the institutions?

@RektCoin @rektdrinks #RektGuy #downBadButNeverDead

[0x00RS - 🧙 #1439 / 🐱#cat2331 @0x00RS]

On top of that: a 10% revenue buyback of $REKT, new product lines, partnerships with X Games, GameSquare [Nasdaq: GAME], MoonPay, https://t.co/6W7Nm7Mn80, OpenSea, Jupiter, and Abstract, plus distribution via Giant Eagle+ Superior Beverage Group and even treasury status at GAME. We’re long-term $REKT holders. (Not investment advice.)