AppleNvidia ∞ KIN

Founder @AppleNvidiaAlfa 💎 Alpha is Darkness let me Shine the Light ⚡️ I track Smart Money 🧠🧠 Scout @SeedifyFund @Wise3Ventures @getmoni_io OG | Angel and VC

[AppleNvidia ∞ KIN @AppleNvidia]

I need to work harder it’s not enough, I will start to share early stage projects.

https://t.co/yRvJfcns8u

[AppleNvidia ∞ KIN @AppleNvidia]

Last month we had 20 calls with overall 255x return

This month we had 125 calls with 44% win rate and total 621x return (average return of 6x)

The next 50 people to join pay $40/month

https://t.co/1T4BBRdAzc

The next 50 people to join after that will pay $50/month

Every 50 people that join, the price will increase accordingly, we are catching many 10-100x each month. The results and profits that people have made in the group speak for itself.

[Dr. Hugh Bitt @Cat_States]

$IBM just announced it’s putting >$10B into quantum over five years, targeting a fault-tolerant machine by 2029.

This is the company that’s already deployed 90+ quantum systems, and also building the first US quantum chip foundry (Anderon).

And $RGTI and $QBTS… rallied on this? 🤷‍♂️

Rigetti and D-Wave have pennies by comparison. These names were already years behind on the tech. Now they’re billions behind on the balance sheet too.

Remind me why the stocks went up?

https://t.co/k3GwJLYO7N

[Andrew Kang @Rewkang]

First Podcast Appearance in 5 years

Building a Robotics focused investment firm has been one of the most fascinating experiences of my life

Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry

[AJC @AvgJoesCrypto]

I recently published "Octra: Building the Encrypted Web for Programmable Privacy" on @MessariCrypto. In this report, I break down:

- The evolution of privacy in crypto
- Fully Homomorphic Encryption (FHE)
- How @octra works
- And more!

Check out the full report:
https://t.co/Bl0080pJgR

[AppleNvidia ∞ KIN @AppleNvidia]

@getmoni_io

[Moni 🧙‍♂️ @getmoni_io]

https://t.co/sne982QctA

[Y Combinator @ycombinator]

It’s never been easier to design your dream house.

Draw a shape. Define your rooms. Set your constraints.

@DraftedAI generates complete floor plans, elevations, and 3D home designs in seconds.

Over the last month, 120,000 people generated 325,000+ home designs with https://t.co/XqC0LP5n3y.

[octra @octra]

announcing octra starter pack

our trusted partner will configure a full octra node on raspberry pi or mac mini and ship it worldwide or run it for you

payments in OCT, ETH, BTC, XMR and stablecoins, with 100% of proceeds converted to OCT

pre-sales opening this summer, notis on

[XMAQUINA @xmaquina]

Probably nothing. solana:7JoGUTeaXkjcMGa6xJP2idYNYiLreto1WnsACHnpw3Gd

[gonedark @goinggddark]

Last tweet, chose this name for a reason.

- buy bitcoin whenever it crashes big one last time within the next 1-2 years
- buy gold
- allocate into robotics companys whenever you get the chance
- dont waste your time on some highly speculative alts, they will die
- spend less time on CT, its a waste of time, everyone is just farming you

and most importantly…dont use leverage, ever.

Thanks & GL

[Rick @CryptoRick98]

I decided to buy $DEUS from @xmaquina yesterday, here’s why:

- DAO-controlled treasury with exposure to private humanoid robotics companies. The humanoid robotics industry is expected to grow at a 51% CAGR through 2035

- Democratizing access to the robotics trade, similar to what @Rewkang is doing with @RoboStrategy. $BOT currently trades at 4x multiple to NAV, showing retail appetite to pay a premium for the upside of this growing sector.

- Retail investors were largely priced out of the AI trade and will only be able to enter Anthropic and OpenAI at >$1 trillion valuations. With opportunities like BOT and DEUS, capital is going to pile in at an earlier stage to AI's next breakout vertical.

- At a current market float of 17% of the total supply (170.4M DEUS), the equity-only part of the DAO trades at a 1.41x multiple. At fully diluted valuation, the entire DAO, including DEUS, trades at a 2.1x multiple. Substantially lower than the maintained 4x multiple at which BOT is currently trading.

- The true catalyst for DEUS is the Robotics Capital Markets (RCM) platform that will essentially be a secondary market for individual robotics equity positions, where each token is paired with DEUS, and the underlying equity is held in a dedicated SPV at the DAO level. Distributions can be used to buy back DEUS or to grow the Treasury for further allocations to Robotics companies, creating a flywheel in which secondary-market activity around any portfolio company compounds value back to DEUS.

[varrock @varrock]

Octra has been building publicly for years. You could have invested in the juicebox raise. You could have messed around on testnet. You could have invested in the auction. You could have bought after the auction almost 30% lower. Pretty much everything was fully unlocked on day one. No MMs, no CEX supply, no preseed investor vesting rape. Investors that want to dump have already done so. Its refreshing to see a crypto project ACTUALLY EMBODY WHAT CRYPTO WAS MEANT TO BE. It's purely egalitarian. Also, it's already launched and it actually works. It's not vaporware. You can write smart contracts in @AppliedLang and deploy them RIGHT NOW. You can stealth and unstealth your octra. You can bridge it to and from Ethereum. It's already all there. There's no hidden tricks. Its completely new tech. Bitcoin introduced decentralized money. Ethereum stacked programmability on top. Now octra stacks privacy. Private programmable decentralized money and it's at a $58m mcap. That's absolutely nothing. Like sure it's up 4x since the auction. It's also up 6x from the bottom. It goes up and down like crazy, like crypto used to before MMs got huge portions of the supply in preferential deals to manipulate the price. Dumps and pumps are organic. It reminds me of investing in the chainlink ICO. Purely organic community growth and memetics. People care because people care. It's cool, its new tech, its anti-(corpo slop). It's a clear step towards the future of a decentralized programmable capital internet. Also the aesthetics are clean and powerful. Blue circle white background. white circle blue background. You see those you know its octra. Anything that's blue and white is @octra . Cool new stuff and critical financial infrastructure being built on octra is inevitable. All we can do is hop along for the ride and build cool stuff. People love to circlejerk about "the tech" for their coins in crypto but when there's real tech with a coin staring them in the face they evaluate it with the same framework the use to evaluate slopped up memecoin cabal pump and dumps. Nobody knows what real tech looks like anymore. People are so used to vaporware that they don't even know that real projects can exist. New things are possible and octra is one of those new things. Its just so cool

[λ @lambda0xE]

pre-mini update (dev version, night build): extended feature support at the rpc level has been updated, with program exec, multi exec, value call, large storage, and fhe mul (a function with a recrypt and unlimited operation depth) now available on the mainnet

btw, we've managed to develop a strategy where dev updates are released on friday and general updates are released on monday (with an unlimited number of pre-mini updates like this one throughout the week)

if there's something important for the community (besides mini-updates) we'll report about it separately

[DeFi Warhol @Defi_Warhol]

📂 Crypto research tools for beginners
┃
┣ 📂 Onchain analytics
┃ ┣ 📂 @DefiLlama
┃ ┣ 📂 @artemis
┃ ┣ 📂 @tokenterminal
┃ ┣ 📂 @Dune
┃ ┣ 📂 @nansen_ai
┃ ┣ 📂 @glassnode
┃ ┗ 📂 @DappRadar
┃
┣ 📂 Market & token data
┃ ┣ 📂 @CoinMarketCap
┃ ┣ 📂 @CryptoRank_io
┃ ┣ 📂 @Tokenomist_ai
┃ ┗ 📂 @ICO_Analytics
┃
┣ 📂 RWA & Stablecoins info
┃ ┣ 📂 @RWA_xyz
┃ ┗ 📂 @stablewatchHQ
┃
┣ 📂 Research & news
┃ ┣ 📂 @MessariCrypto
┃ ┣ 📂 @Blockworks
┃ ┗ 📂 @DefiantNews
┃
┣ 📂 AI tools
┃ ┣ 📂 @minara
┃ ┣ 📂 @grok
┃ ┗ 📂 @nansen_ai (the AI tool)
┃
┗ 📂 Community
┣ 📂 @X (arguably the best one to learn)
┗ 📂 @discord (only some servers)

[0xSammy @0xSammy]

The XMAQUINA DEUS TGE is going live shortly

It’s worth paying attention to see how the market values crypto enables humanoid robot infrastructure

Robostrategy (equities / Nasdaq investment vehicle) is trading at 3x NAV

XMAQ performance could see several outcomes, and while the TGE is interesting, I’ll be keeping an eye out for Robotics Capital Markets (RCM) structure in Q3

Here are our performance indicators under each scenario:

| **Bear Case** |

- RCM fails to launch or generates negligible volume
- Portfolio companies delay commercialisation beyond 2028
- DEUS trades below $0.06, compressing headline treasury
- Regulatory action restricts subDAO trading
- DEUS trades at or below fully diluted NAV
- Treasury shrinks
- Governance participation falls below quorum
- RCM monthly volume <$1M
- Quorum <100%.

| **Base Case** |

- RCM launches with 2-3 subDAO markets
- Moderate volume
- One portfolio company raises at higher valuation
- Treasury grows through fees and new allocations
- DEUS at moderate premium to fully diluted NAV
- Portfolio expands toward 10 allocations
- RCM monthly volume $5M to $20M
- 1+ new subDAO auction

| **Bull Case** |

- RCM becomes primary venue for onchain robotics exposure
- Multiple active markets.
- Portfolio company IPO crystallises gains
- DEUS trades at sustained premium.
- RCM monthly volume >$25M. 3+ active subDAO markets

Worth reading our full report here:

[octra @octra]

if you’re experiencing connection or balance display issues, please update your rpc settings to:

https://t.co/JnhajyIekT (mainnet)

https://t.co/Qi7hr9LAzp (devnet)

this will be updated to defaults in the next release

[alex @octralex]

Excited to see @octra Circles become more useful as B2B infrastructure. In addition to individual Web2/3 developers, even some confidentiality-focused projects building around ZK and TEEs may eventually benefit from moving their back end from an AWS server to an encrypted Circle!

[AppleNvidia ∞ KIN @AppleNvidia]

@Euphoria_fi @JoestarCrypto is there a token?

[Noble Ironside 🦾📈 @NobleIrons7de]

Chairman of Grayscale talking about the privacy era of crypto officially beginning, and there's you, still fading the first FHE, Ai Privacy Prompting and MCP servers on the base chain sitting sub 1m mcap.

$ZEC already at billions in valuation
$Nock, $Octra, $knx all sitting at tens of millions in valuation.

Yet, there's a tiny low cap first mover powering Eth and Base chain with its privacy dex sitting at 350k, with an active team and builder in @Veilnet_.

$VEILNET is too cheap for the solutions it's offering the web3 and tech space with regards to privacy.

[DANIEL EDEKHE @DanielEdekhe]

u can literally turn ur imaginations into reality in @octra circle

𝗰𝗶𝗿𝗰𝗹𝗲 𝗶𝘀 𝗮 𝘂𝗻𝗶𝘃𝗲𝗿𝘀𝗮𝗹, 𝗱𝗲𝗰𝗲𝗻𝘁𝗿𝗮𝗹𝗶𝘇𝗲𝗱, 𝗮𝗻𝗱 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗱𝗿𝗼𝗽𝗹𝗲𝘁 𝘄𝗶𝘁𝗵 𝗶𝘁𝘀 𝗼𝘄𝗻 𝗿𝘂𝗻𝘁𝗶𝗺𝗲 𝗮𝗻𝗱 𝗺𝗲𝗺𝗼𝗿𝘆 𝗳𝗼𝗿 𝗮𝗻𝘆 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝘀, 𝘄𝗲𝗯𝘀𝗶𝘁𝗲𝘀, 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀, 𝗲𝘁𝗰., 𝘄𝗶𝘁𝗵 𝗮 𝗰𝗼𝗻𝗳𝗶𝗴𝘂𝗿𝗮𝗯𝗹𝗲 𝗮𝗰𝗰𝗲𝘀𝘀 𝗹𝗲𝘃𝗲𝗹 𝘃𝗶𝗮 𝗛𝗙𝗛𝗘 𝗼𝗿 𝗻𝗮𝘁𝗶𝘃𝗲 𝗰𝗿𝘆𝗽𝘁𝗼𝗴𝗿𝗮𝗽𝗵𝗶𝗰 𝗳𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝘀 𝗼𝗻 𝘁𝗼𝗽 𝗼𝗳 𝘁𝗵𝗲 𝗼𝗰𝘁𝗿𝗮 𝗻𝗲𝘁𝘄𝗼𝗿𝗸