GM001

Carpe Diem

[GM001 @BIT9955]

@AI_Jasonyu 发消息了

[GM001 @BIT9955]

Backpack是近五年最值得押注的sleeping giant，现在VIP上车还来得及，别等到买不起$BP的时候，看到这些权益干着急🎒

[Miho🎒 @Miiiho420]

质押 solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy VIP权益：
• 美元利息加成
• 手续费减免
• 出入金 0 Fee
• 质押换Backpack股权
• 参与IPO打新
• Backpack Card（规则未公开）
• 预测市场更低手续费
• 专属钱包，提升自托管体验

Premium Club存款VIP权益：
• 美元利息加成
• 手续费减免
• 出入金 0 Fee
门��会根据市场情况不定期调整，并按自然月进行审核；如存款金额变化，将对应升级或降级

总有一款适合你🤍

[GM001 @BIT9955]

Domain https://t.co/M4ypjnHc93 available for visionary decentralized AI founding team.

How decentralized AI training will create a new asset class for digital intelligence https://t.co/i8Iw3QRLhY via @coindesk

[GM001 @BIT9955]

The best timing to acquire enough solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy is when 1 $BP = 0.15$, then now

[Bitwolf @BIT6688]

$500k buying order placed on @backpack by someone how really knows the value of solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy, let's ship it! 🎒

[GM001 @BIT9955]

Backpack @backpack will be the super star in coming years! @Miiiho420

[Kyle Samani @KyleSamani]

hey everyone in the @Solana ecosystem, please get in touch with @armaniferrante from Backpack to integrate native tokenized equities ASAP

We all gotta move together really fast right now

Especially with Binance being booted from EU on July 1

[1Token @Crypto1Token]

1ndex has been live for one month, connecting institutional investors with global quant strategy teams.

So far, 1ndex has welcomed 52 institutional investors, recorded 379 strategy detail views, and facilitated 34 investor-manager interactions. Long-Short strategies were the most viewed this week, reflecting continued investor interest in flexible exposure management and alpha generation.

The Bybit Institutional Strategy Championship has also officially kicked off. Investors can now view participating strategy teams directly on 1ndex, creating more visibility and connection opportunities for managers competing in the championship.

Explore the Bybit competition here:
https://t.co/vRpoVeMMTg

Special thanks to @Bybit_Ins for co-hosting the Institutional Strategy Championship and supporting greater visibility for institutional quant strategies.

We look forward to bringing more investors and strategy teams into the crypto asset management ecosystem.

#1ndex #Bybit #CryptoAssetManagement #QuantStrategies #InstitutionalInvestors #DigitalAssets

[Jake Brukhman @jbrukh]

Unlike many investors in crypto, I did not pivot to AI in the last few years. However, since 2020, I built some of the deepest understanding in this industry on the intersection of AI and decentralized networks (crypto, web3).

From the start, it was very clear that AI models are a centralizing force and the biggest target for government control. That point became market fact last night, with @AnthropicAI’s export control compliance.

As an investor in decentralized AI, I know that d-networks are a counterbalance to this state of affairs. In particular, the starting point of sovereign, open, public, decentralized AI is the seemingly insurmountable compute problem.

How are people supposed to source more industrial compute for frontier training than these huge trillion dollar companies? The answer is simple: there is enough commodity GPU compute in the world to compete on the frontier, but to make use of it we need new algorithms for training.

That’s what a few companies like @gensynai @PrimeIntellect @bageldotcom @Pluralis @NousResearch @MacrocosmosAI @covenant_ai set out to research, while everyone on the planet told them it was impossible.

The result is that it is not only possible, but it can be cheaper and nearly as efficient as the alternative process.

The second major problem is economic sustainability. Open source models are great, however, they are not economically viable as they don’t have a business model. So far in decentralized AI, only @Pluralis has an answer — by breaking up the weights of the model among participants, we create a business model for tokenized AI models.

This is the moment of truth — will AI become fully centralized and fall under censorship and unilateral government control? Or will the AI world realize the importance of public AI on open decentralized networks?

[qinbafrank @qinbafrank]

散户在券商平台申购IPO，卖出太快会被惩罚。这次能够参与申购SpaceX的IPO的券商平台除了嘉信理财，都设置了极为严格的“反翻转规则”，例如富达将上市前 15 个日历日内卖出新股的行为定义为“翻转。如果你在 拿到SpaceX的IPO份额后的15 天内抛售SpaceX，系统会连环惩罚： 
1）第 1 次违规：禁止参与任何后续新股申购（IPO）6 个月（180 天）。
2）第 2 次违规：禁止参与后续新股申购 1 年（365 天）。3）第 3 次违规：永久剥夺你在该平台参与 IPO 申购的资格。

Robinhood 虽然主打“散户大本营”，但对 IPO 新股同样有严格的 30 天追踪期。如果你在 SpaceX 上市的 30 天内卖出股票，你将被标记为“翻转”。接惩罚是未来 60 天内无法参与任何平台的 IPO 申购
其他各家的翻转时间和惩罚措施如下图所示

为什么这么做？简单说就是防止首日“砸盘”，稳定 SpaceX 上市股价；
自然是承销商（投行）对券商施加的压力，投行也希望上市股价漂亮。
SpaceX 的股票由摩根士丹利等顶级投行（承销商）掌控。承销商把股票分给券商时，会明确提出要求：“我给你额度，但你必须保证你的客户拿到球之后不会立刻扔掉。”如果券商没有做好，下一次热门股票ipo这家券商可能就拿不到任何额度了。

[Mellow @mellowprotocol]

You don't have to become part-time strategy manager to put stablecoins to work.

@LidoFinance 's EarnUSD on Mellow provides a simple product surface, while the vault handles the messy part underneath.

$15M in TVL is now crossed.

https://t.co/xb5hAXn1xv
https://t.co/N1p3UcOzXm

[GM001 @BIT9955]

Be friends with time

[CZ 🔶 BNB @cz_binance]

Be an early adopter.

[ML Tech @MLTech]

📊 Our Statistical Arbitrage Strategy's performance over the past year reflects a market-neutral approach across liquid cryptocurrency futures markets.

The strategy trades a diversified basket of quantitative models across highly liquid USD(S)-margined futures, maintaining a market-neutral profile while continuously rebalancing positions intraday.

Designed to operate across liquid digital assets, the framework focuses on systematic execution, diversification, and risk management.

🔗 Interested in learning more about this strategy? Sign up at
https://t.co/kgWQTlHSd2 and contact our team to schedule a call to discuss the strategy in detail.

👉 Disclaimer: Past performance is not indicative of future results. Trading involves risk, including the risk of loss.

[GM001 @BIT9955]

Source?

[anymose @anymose]

一个小道消息，企鹅要上市了

据非常不可靠的信源透露，企鹅 @pudgypenguins 将会在 2027 年登陆美股，对标公司是迪士尼和宝可梦。

母公司2026 年预计收入为 1.2 亿美金，旗下授权玩具已经在全球超过 3,500 家沃尔玛上架。如果顺利 IPO 最受益应该是 NFT，而最麻烦的应该是 meme 代币 solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv ，不知道 @LucaNetz 如何平衡。

[ufuk @ufukdogancrypto]

Most people are looking at solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy's price.

I'm looking at the pieces being put in place.

Here's what's already on the board:
👉MiCA licence. 27 EU countries
👉Backpack Securities. Real stocks, real ownership
👉Former SEC Acting Chairman on the board
👉Former CFTC Acting Chairman leading US operations
👉CFTC application filed. Decision ~October 2026
👉DTCC tokenization working group. Alongside Goldman, JPMorgan, BlackRock

Now let me tell you what these pieces are actually building toward.

The CFTC decision in October unlocks regulated crypto derivatives for US users. The largest untapped market in the world. Binance can't touch it. OKX can't touch it. @Backpack will be one of the only regulated options.

The SEC piece, now with a former Acting Chairman on the board, unlocks the broker-dealer registration. That's when US users can trade real stocks on Backpack. That's when the stocks platform becomes global.

The DTCC piece is the one most people don't understand. When tokenized Russell 1000 stocks, ETFs and US Treasuries go live in October, Backpack is the exchange already sitting inside that infrastructure. Not applying to join. Already there.

And then there's SpaceX. The biggest IPO in history. Backpack Securities already has the infrastructure to list it. To let anyone in the world access it. On-chain.

Think about what that moment looks like.

This isn't a crypto exchange trying to add stocks.

This is a financial platform built from scratch for a world where the line between TradFi and crypto no longer exists.

The infrastructure is done. The licences are in place. The people are hired.

What comes next is the world noticing.

Eyes on solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy 👀

[Mellow @mellowprotocol]

Mellow has a new face.

The old site explained what Mellow was.

The new one points at where onchain finance is going – the vault layer underneath institutional earn, in one place.

https://t.co/q9XKDuVPi7

[Backpack 🎒 @Backpack]

Public Beta is live.

Trade real US stocks and ETFs alongside crypto, perps, and yield, all within one account.

Real ownership under New York law. Cash dividends, brokerage transfers, and corporate actions rolling out during Public Beta.

24/5. Instant execution. Traditional market liquidity.

No fees in June: https://t.co/iDxg2wGAwr

[Armani Ferrante @armaniferrante]

It's been almost 3 months since the BP TGE, and it feels like a lifetime.

It's been over 3 years since we started the exchange, and it feels like a lifetime.

From the beginning, we've taken a different path from just about every new entrant this cycle. It's been a long path. It's been a hard path. But it's the path we needed to take to build a modern financial institution for the future of money.

With every day that passes, we inch a little bit closer.

It's not just about crypto. It's not just about stocks. It's not just about trading. It's not just about perps. It's about doing the hard things in the real world that few are willing to do to, and for which there is no short cut.

It's only when you do those things can you genuinely merge the crypto economy with the traditional economy--not just in one country, but for the entire world. It's easy to say. It's hard to do.

It takes years, decades, to make any progress. Heck, we moved to Japan over three years ago so that we could get a bank account and legally serve the market. But we are happy to build this business not in one cycle, because we will build it over a lifetime.

As we rollout Backpack Securities, we begin a multi-month release cycle of hitting milestones that have been years in the making, and we couldn't be more excited to share them with the world.

Today, Backpack is your brokerage, your exchange, and your wallet. It's the result of a global team pouring their hearts into the product, through the good, through the bad, and never yielding.

Every day, we push forward. Brick by brick, and I hope you love this brick as much as I do.

🧱

[GM001 @BIT9955]

@Defiwayapp https://t.co/GdCwNDfwcV for sale

[Anthony Pompliano 🌪 @APompliano]

Not enough people are talking about physical AI and robotics.

I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.

He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.

YouTube: https://t.co/aBFxTzP2Kg
Apple: https://t.co/9KnbfWL6Wv
Spotify: https://t.co/ZVRprV7bdT

TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics

[qinbafrank @qinbafrank]

当CFTC前代理主席+美国法律界最懂加密的前FTX总法律顾问（曾经Coinbase上市核心法律团队成员）聚在Backpack，他们在布局什么？昨天参加了Backpack的AMA，不得不感叹下Backpack核心团队应该是当下加密领域政策合规背景最强大的一支团队。为什么这么说？这里得先特别聊下曾经担任CFTC代理主席的现任Backpack US总裁的Mark Wetjen，��及前FTX总法律顾问和Coinbase上市法律顾问团队核心成员的现任backpack联创Can sun。

Mark Wetjen于2026年3月正式出任Backpack US总裁，核心任务是带领Backpack完成美国本土合规扩张，Wetjen的加入直接提升了Backpack机构信任度和监管对话权重。他的背景堪称“完美匹配”：
1）CFTC资深监管经验：2011-2015年任CFTC（美国商品及期货委员会）委员，并于2013-2014年担任代理主席，负责期货、衍生品（含加密永续合约）的监管框架制定。可以说Mark曾经是美国金融监管的制定者之一。

2）DTCC核心人脉：Mark曾任DTCC全球公共政策负责人——DTCC是美国证券清算结算的“心脏”（全美股票、债券最终都在这里结算）。他现在亲自参与DTCC的tokenized securities行业工���组，推动机构级代币化资产落地。

Can Sun是Backpack Exchange的联合创始人兼合规/法务负责人，耶鲁法学院+普林斯顿博士，曾在美国最顶级律所Fenwick & West领导区块链组，为Coinbase、Kraken等提供合规建议；21年8月加入FTX International GC，负责全球非美辖区牌照和监管对接（包括Dubai VARA等）、后22年FTX出事后离开、被证实从未批准或知晓挪用客户资金情况。

顶级监管大佬 + 加密法律最懂的人，这几乎是传统金融监管天花板 × Crypto法律天花板的最强组合

他们正在做什么？
1）美国牌照+衍生品注册：推动Backpack在美国各地拿到州MTL（Money Transmitter License），同时正在进行CFTC的DCM（指定合约市场）和DCO（衍生品清算组织）注册，为永续合约、股票期权等提供全合规路径。2026年4月他们已与SEC Crypto Task Force直接会面，讨论证券法适用性。

2）真实股票DTCC结算体系：Backpack Securities是真实股票所有权（走传统经纪商+DTCC/ACATS转仓），同时支持链上（Solana）分发和DeFi使用（白天持真实股票拿股息，晚上转链上做借贷/LP）。

3）全球合规超级应用：目标是建一个真正受监管的全球加密交易所+钱包一体化平台，已获VARA牌照、欧洲MiFID II（通过收购FTX Europe资产）、多州MTL。未来会继续拿牌，而非绕监管。

两人联手能擦出了什么火花？
Mark Wetjen带来监管钥匙+DTCC人脉，也懂懂CFTC/SEC的政策诉求和实际操作，能直接打通美国证券牌照和tokenized securities路径；

Can Sun则把过往的经验、Coinbase上市的证券法经验都带入到Backpack里—从Day1 就并行「产品 + 合规」两条线，也深度了解全球合规牌照流程、监管沟通以及所有坑。

顶级监管大佬 × 全球最懂加密法律的人，汇聚在一起擦出的火花就是：构建了当下最强的合规监管护城河。

这样也会让crypto能走到更高的纬度，只有足够合规，大资金、机构才会真正放心进入，也是真正有crypto情怀的。领导层合规监管背景强大，团队全员优秀，Backpack未来可期！

[Backpack 🎒 @Backpack]

https://t.co/BHfYFJfB6u