Truee

Venture Incubation & Capital Strategy. Scaling 15+ Portcos across Web3 Infrastructure, RWA & SME's. Curating equity for Founders & Investors.

[continuum @c8ntinuum]

Another week, another trusted component failed.

A signer set, an oracle, a verifier contract. It doesn't matter which. When trust is the security model, one bad input is enough.

The industry's fix is swapping one middleman for another. Ours is building with none in the trust path.

Don't trust, verify.

[Vlad Tenev @vladtenev]

One of the things we've learned from our Robinhood Chain mainnet launch is that ecosystems can grow incredibly quickly when there is exceptional engineering behind them

Huge credit to the Robinhood engineering team, and congrats to our friends and partners @arbitrum.

[Kai @kaish3n]

More than 8000 Robinhood runners have been analyzed

I pulled their entire transaction history to find patterns in wallets that can be classified as Cabal, insiders.

So far we have identified 70 insider groups.

Average entry ranging from 5k - 20k for coins that ran to multi millions.

Same wallets, same entry patterns, different coins.

The entire build will be live on https://t.co/RvwoR7rtUY in couple of hours!

[The Kobeissi Letter @KobeissiLetter]

Retail investor sentiment is very bullish:

44.9% of individual investors expressed bullish sentiment over the next 6 months in the AAII survey for the week ending June 25th, the 2nd-highest reading since mid-January.

This percentage has surged +14.5 points over the last 2 weeks, the largest 2-week increase since May 2025.

This is also the 3rd-biggest increase since November 2023.

Meanwhile, just 36.1% of retail investors were bearish in the week ending June 25th, the lowest reading since mid-May.

As a result, the bull-bear spread is up to +8.8 percentage points, turning positive for the first time in 6 weeks.

Retail investors are turning aggressively bullish again.

[pow🧲 @traderpow]

They are sourcing 2M a DAY to continue on replenishing the DEMAND.

Though $CARDS does not necessarily portray any EQUITY to the holder of the coin (or maybe one day? who knows! IDK) it is an "investment" on betting on the team's foundation to continue to grow in their sector.

Leading #1 on-chain TCG surpassing Courtyard and Phygitals, continuing to meet restock demands, buying back at 85% (90~93% for the $2500 GACHA, my personal fave atm)

Revenue =/ buying back power/demands for only token enjoyorrs. They've set their foundation almost a year ago, and it has continued to only grow at an insane rate.

Let @Collector_Crypt cook.

[Truee @TrueeConnector]

@traderpow My brother @traderpow always early!

[Truee @TrueeConnector]

Why this could be a solid long-term hold

1/ Quick long-term take on $CARDS The traditional trading card market (Pokémon, sports, TCGs) is huge but super broken: high fees (eBay takes 13%+), slow settlements, shipping risks, fakes, and it’s hard to trade globally without hassle.

2/ Collector Crypt fixes the core problems. Send in your graded card → it gets vaulted, insured, authenticated → you get a redeemable pNFT on Solana. Trade it 24/7 instantly for basically nothing in fees. Want the physical back? Burn the NFT and they ship it.

3/ Low 2% fees on their marketplace vs traditional platforms. Global access. No counterfeits or chargebacks. Plus you can even use the pNFTs as collateral for loans later (DeFi for your collection without selling your grails).

4/ The Gacha keeps bringing fresh users and volume ($89M+ already). More people using it = more cards get tokenized = better liquidity = stronger ecosystem. Classic network effect.

5/ Token has real utility powering the Gacha, buybacks, and platform ops. Current market cap is still tiny relative to even a small slice of the overall collectibles space. If this becomes the go-to on-chain hub for trading cards, the upside compounds.

6/ They’ve actually shipped product and have real usage, not just promises. In a maturing RWA + Solana narrative, this feels like one of the cleaner bridges between real-world hobbies and crypto.

7/ Long term I see it as potentially becoming the “liquid on-chain version” of the trading card market. NFA, DYOR, always do your own research. But the product-market fit here feels different.

[Truee @TrueeConnector]

Been bidding into $CARDS (Collector Crypt) and something stood out that I barely see anyone mentioning...It’s not just another tokenized card play or Gacha hype. The Gacha system is actually built with positive expected value for the user. On average you pull more value than you spend. Plus they offer an 85% instant buyback guarantee on whatever you get.

2/ Most crypto packs/games are designed to be -EV (the house wins). Here it’s the opposite because they buy real graded cards wholesale (cheap through dealer networks) and structure the packs so the math works in your favor on average.

3/ This changes everything. It pulls in actual collectors and traders who see real economic sense in participating, not just degens hoping for a quick flip. The thrill of opening packs + the chance to come out ahead = way stickier usage than pure speculation plays.

4/ And because 100% of net CARDS token sale proceeds go straight into buying more physical cards for the treasury, token demand directly fuels more inventory and more Gacha volume. Real flywheel, not just vibes @Collector_Crypt

[Kyle Chassé 🐸 @Kylechasse]

Jaredfromsubway.eth has extracted millions from traders since 2023.

It was Ethereum's most notorious sandwich attack bot. 70% of all sandwich attacks on the network came from this one wallet.

This weekend it got hunted.
An attacker built 66 fake token contracts disguised as WETH, USDC, and USDT.

Looked exactly like the trades the bot was programmed to chase.

The bot took the bait.

Approved spending to what it thought were real opportunities.

One activation later. $15 million gone.

The predator became the prey.

[GitLawb @gitlawb]

Gitlawb moved to top4 in cloud agents ranking in OpenRouter !

Lets aim for rank 1!

[GitLawb @gitlawb]

our thesis validated by billion dollar companies

[Truee @TrueeConnector]

@elonmusk Optimistic prime AKA @elonmusk

[GitLawb @gitlawb]

Playground stats rn

we’re only on day 2 after launch and builders are already shipping hard

Apps going live. Ideas cooked into products.

This is what happens when you give builders free tools and real upside.

Playground is just getting started

[Truee @TrueeConnector]

Everyone talks about GitHub + Actions in the cloud. Almost nobody talks about GitLab Geo on self-managed instances — the built-in multi-site replication that lets you survive total outages, region failures, or even “we got hit by ransomware” scenarios. It’s been there for years and still flies completely under the radar. 2/
How it actually works (simple version): Primary instance in us-east
Secondary (read-only replica) in eu-west or on-prem
Automatic geo-replication of repos, wikis, artifacts, container registry, even CI cache
One-click failover (literally a button)
Users get redirected to the closest/healthy instance automatically

The crazy part almost no one realizes:
You can run the secondary as a fully functional read-write instance during failover (GitLab 17+).
No data loss. No DNS gymnastics. No “we’ll restore from backup in 6 hours” panic.4/
Who should care in 2026:
• Any company with compliance requirements (SOC2, ISO, HIPAA)
• Teams in regions with bad internet / frequent outages
• Startups that want enterprise-grade DR without paying for multi-cloud GitHub Enterprise
• Open-source maintainers who want their repo mirrored globally for free

Setup is shockingly easy now (one config file + SSH).
I’ve seen companies go from “single point of failure in one AWS region” to “survives entire AZ outage” in a weekend. Cost? Just the server for the secondary. GitLab Geo is included in Premium+ (and free tier has basic version).6/
Why nobody talks about it: Marketing focuses on flashy AI agents
Most devs only ever use https://t.co/D1ocw18T54 (cloud)
“Disaster recovery” sounds boring until you need it at 3 a.m.

If you run self-managed GitLab or are thinking about it… this feature alone can be the reason you never go back to GitHub.Potential: Huge long-term value + FOMO angle. Enterprises and security-conscious teams eat this up. Threads highlighting “enterprise feature you get for free on self-managed” perform insanely well in 2026 because of cloud fatigue. Low competition + real technical depth = easy 10k+ views and quote-tweets from CTOs/DevOps leads. Could become a go-to reference thread.Copy-paste these, add your own screenshots or war stories, and post. These topics are sitting there with almost zero noise right now — perfect timing?

[Truee @TrueeConnector]

Been pushing $GITLAWB starting with Tg and building. Many still wondering GitLab actually works?

There’s a tool called gitlab-ci-local that runs your entire pipeline locally in Docker — parallel jobs, artifacts, secrets, the works. Most people still don’t know it exists in 2026. Mind blown yet?

What it actually does: Reads your .gitlab-ci.yml exactly like GitLab does
Spins up the exact same Docker images
Runs parallel jobs correctly (yes, really)
Handles includes, rules, variables, cache, artifacts
Zero config most of the time — just gitlab-ci-local

No more “it worked on my machine… but failed in CI” hell.

Real use cases nobody talks about:
• Frontend teams testing complex matrix builds before PR
• Solo devs who hate waiting for the GitLab runner queue
• Companies with strict “no internet in CI” policies (it works offline after first pull)
• Debugging those insane 47-stage monster pipelines4/
Pro tip:
gitlab-ci-local --needs even respects needs: dependencies now.

Install once with gem install gitlab-ci-local or use the Docker version. Your future self will thank you every single day.5/
Why almost nobody talks about this: GitLab’s own docs bury it, and the tool is maintained by the community (still rock-solid). If you’re a DevOps engineer or CI nerd, this is pure gold. Try it today and reply with your before/after time saved. Who else is sleeping on gitlab-ci-local? Drop your war stories below Potential: Extremely high for a niche but passionate audience (DevOps, SREs, indie hackers). CI frustration is universal, and this is a 10-minute fix that feels like cheating. Threads like this often get shared in Slack/LinkedIn DevOps groups and can easily hit 5k+ views with almost no competition right now. Perfect “hidden gem” vibe.

[Truee @TrueeConnector]

MEGAETH tge tomorrow. they hit the first kpi .. 10 mafia apps each clearing 100k txns in 30 days

kicked off the 7-day countdown. 53.3% of supply stays locked until they prove real usage: txn volume, fees, stablecoin circulation. no calendar dumps, no farmer airdrop bullshit.

ico slice locked a full year too. real float at open is razor thin.mainnet dropped feb 9 with aave v3, gmx, and chainlink scale already live. sitting at ~$89m tvl, kumbaya dex holding over half of that, usdm dominating 74% of stables with blackrock buidl yield funneled straight into mega buybacks.

targets are still 100k tps, 10ms blocks, 1s finality. this isn’t vapor — they’ve been shipping measurable traction since launch.premarket on hyperliquid has cooled to the 1.5-1.7b range after peaking higher, polymarket pricing it even lower.

ct’s split: some calling retail sell pressure, others pointing at the structural bid and beta volume that already hit billions. im not touching my ico bag day one. this kpi model actually forces them to keep delivering or the unlocks never come. most launches fade on hype.

here usage has to hold post-unlock or it dies. betting it does.

I will be sharing some early possible movers on https://t.co/f5hXEu1TPy so keep an eye.

[MegaETH @megaeth]

MEGA TGE

APRIL 30, 2026

[Truee @TrueeConnector]

ETH doesn't have an existence problem. It has a narrative problem. And those are very very different things.
Every bear case I've seen assumes L2s just permanently drain value and nothing ever changes. But Glamsterdam is on the roadmap, gas repricing, parallel execution. Verkle Trees have an actual target date. EF has been quiet sure, but they keep shipping on schedule. Give them that at least.
Meanwhile institutions are slowly accumulating through regulated products. Retail is in full fear mode. Price is grinding sideways in the $2,200 to $2,400 range and honestly... that looks a lot more like a base building than a breakdown when you actually zoom out.
The gap between what's happening on chain and what the price says is really wide right now. That gap closes. It always does.
Still here. Still watching. $ETH 👀

[Truee @TrueeConnector]

ETH is at $2,368 right now. Down 52% from the top. ETH/BTC ratio is basically at multi year lows. L2s took the fees. Solana just took the developer count crown. CT is writing obituaries every other day.
And look... I get it. I really do. The narrative got confusing. Burns are basically nothing. Supply flipped inflationary again. Price action has just been painful for months.
But honestly this might be the most interesting ETH setup we've seen in a while. Stick with me on this

[Truee @TrueeConnector]

Here's what the bear crowd keeps conveniently skipping.
32% of all ETH is staked right now. That's 39 million ETH sitting locked by people who are just... not selling. Like at all. Then you've got institutions dropping $96M into spot ETH ETFs in a single day. BlackRock ETHA leading the charge, total AUM already past $13.6B. Open interest up 26% recently. Bro this is not a dying asset. This is just quiet accumulation while everyone is distracted.
Tech side... Pectra shipped May 2025. Account abstraction live. Blob throughput doubled. Validator set cleaned up. Fusaka came right after with PeerDAS. Verkle Trees targeting H2 2026 which basically means 90% smaller state proofs and full stateless clients. These guys are actually building and shipping, quietly.
Ok yeah burns are low. Yeah supply is slightly inflationary rn. But that's literally because they made blobs cheap on purpose for L2 scaling via Dencun. Bears call it permanent value leakage. Bulls call it the right tradeoff. Honestly both sides have a point. But nobody in that argument is talking about $167B in stablecoins running on Ethereum, $45B mainnet TVL, $40B across L2s, and RWAs scaling up fast with BlackRock BUIDL in the mix.
When that economic activity needs L1 settlement at scale... the burn math just flips.