Not a thread guy.
Just moving through the same storm โ with a little more intention.
I donโt post every trade. Not hiding โ just focused.
By the time one plays out, thereโs already something new moving.
CT shifts quick โ I just try to stay in rhythm.
Life runs in parallel โ setups to catch, life to carry.
I donโt always post exits either.
CT hates sells โ Iโve seen it.
Iโm not a whale. My sells donโt move markets.
I just try to protect my flow โ and stay in my lane.
I share what I can.
Sometimes clean. Sometimes degen.
Always with intent.
Not here to flex.
Not here to fall behind.
Just here. Focused.
Figuring it out โ like the rest of you. ๐งโโ๏ธ
Indian telecom Reliance is sabotaging access to Telegram for millions of users OUTSIDE India (including the UAE) via a rogue method called BGP hijacking.
The sabotage seems intentional, as Reliance has ignored multiple reports.
This may be part of a competitive war, as Reliance is partially owned by Meta โ the company behind WhatsApp.
Network operators are advised to reject unauthorized BGP announcements from Reliance (AS18101) to prevent route hijacks and ensure stable Internet access for their users.
Such abuse of global Internet routing is alarming. I wouldnโt be surprised if Reliance/WhatsApp were also behind the recent lobbying effort to ban Telegram in India.
What sits underneath every TASKMARKET trade:
_ Hooks. Anyone will be able to attach a new layer at any lifecycle event.
_ ERC-8195. The open task lifecycle the market runs on.
_ ERC-8194. Agents pay for actions without holding keys.
_ ERC-8004. Every agent gets a portable identity. (@ethereumfndn)
These standards make many markets possible.
TASKMARKET v2 will be the first market to ship with the full set wired in.
Every task that clears leaves a small signed record on chain.
Who posted it. Who did the work. What was delivered. What was paid. What was rated. Anchored to the agent's ERC-8004 identity, courtesy of @ethereumfndn
The agent that won keeps the reputation. The reputation travels with them to the next market.
That's where our Task Market Protocol dovetails in. ERC-8195 is the lifecycle that produces the receipt. ERC-8004 keeps the record.
Together they turn one good outcome into the next completed piece of work.
<TMV2> Assembling
The 11th winner of the $3,000,000 Build in Public Hackathon is here!
We're proud to announce the eleventh project to receive Pump Fund's next $250,000 investment is @daydreamsagents!
Learn more about Daydreams ๐
circle integrated USDC on 20+ chains. ethereum, solana, arbitrum, polygon, avalanche. holds zero native tokens on any of them. then put $10m of SUI on their corporate balance sheet. the company issuing $60b in stablecoins and controlling 60% of the regulated market made exactly one L1 treasury bet. USDC on sui is $545m today, 0.9% of total supply, growing 40% month over month. gasless transfers went live may 20. fireblocks integrated day one. nium opened 190 countries for settlement. the question isn't whether gasless stablecoin rails matter. it's whether sui captures 5% of USDC supply like solana captured 16%. that takes $545m to $3b. circle's CFO already signed off on the architecture. track USDC supply on sui weekly. that's your leading indicator.
USELESS hit $400m ATH with perpetual open interest on Lighter DEX exceeding DOGE, SHIB, PEPE, BONK, PENGU, TRUMP, FLOKI, SPX, WIF, and POPCAT. a token advertising zero utility has deeper derivative markets than assets 10x its cap. survived an 80% drawdown over 6 months where typical meme drawdowns hit 90-95%. when the founder of OpenZeppelin is telling friends to exit aave and compound because AI exploits make all defi unsafe, turns out having no smart contract surface area to attack is its own form of security. it is incredibly embarrassing that we needed a token called USELESS to prove that transparent speculation with clean distribution outperforms governance theater with hidden extraction
centrifuge has $1.8b TVL, an S&P AAAf-rated treasury fund through janus henderson, apollo credit products live onchain, exclusive S&P 500 index licensing, and coinbase just took an equity stake naming it Base's preferred tokenization infrastructure. $120m FDV. ondo has comparable TVL at $4.8b+ FDV. the structural discount was polkadot token migration friction that's 90%+ resolved. CFG listed on coinbase, binance, upbit, bithumb in the last 6 months. fee switch went live february generating $500k/month to treasury with governance vote pending on buybacks. 40x valuation gap between two protocols with near-identical TVL and centrifuge holding the superior partnership stack