Bullwik'dBear

A tech defficient & AI handicapped bookworm & movie buff, crypto enthusiast, hardcore ManUtd fan, prefers dogs to cats & so much more!

[AITECH CLOUD NETWORK @AITECHio]

You probably do not want to know what running an NVIDIA H200 for 100 hours could cost.

AWS: $791
Google Cloud: $1,060
Azure: $1,030

ACN: $284

Yes, you're seeing that right.

Access the same class of GPU without paying hyperscaler rates.

- Usage-based billing
- No contracts required
- Purpose-built for AI training and inference
- Further discounts on long term commitment

Deploy your servers today: https://t.co/7aaBSZOBOJ

[SEDA @sedaprotocol]

Imagine managing separate feeds for 24/7 trading.

Build with SEDA = One endpoint with:
→ Outlier & fallback mechanics
→ Off-market pricing logic
→ Session-awareness
→ Source smoothing
→ Dynamic weights

Build better: https://t.co/vuAHMec4f5

[SEDA @sedaprotocol]

SEDA Signal: 24/7 pricing for all assets.
- $19.5B Volume YTD across HIP3 + @injective markets

SEDA Bundles: Any asset, any weighting, one feed.
- +$7B powered YTD through USA500 markets.

SEDA Pre-IPO: Tick-for-tick Pre-IPO markets
- 5000+ private companies available

SEDA Outcomes: Instant resolutions on all markets
- 200ms median resolution latency

Build better markets: https://t.co/2iC0OFWxUk

[Mina Protocol (httpz) 🪶 @MinaProtocol]

Congrats to @ZekoLabs on the launch of Agentic Mainnet! 🎉

As AI agents become more capable, they'll need infrastructure that enables private execution, verifiable computation, and secure coordination.

Excited to see Zeko building this on the Mina stack, leveraging Mina for settlement and verification while pushing the frontier of agentic applications.

[Centrifuge @centrifuge]

New York Life Investment Management (@NYLIManagement), one of the largest active asset managers globally with ~$807B in AUM, has partnered with Centrifuge to bring its fixed income capabilities onchain.

The collaboration begins with $HYB, one of the first high yield bond offerings available onchain.

NYLIM’s U.S. High Yield Corporate Bond Strategy.
NYLIM’s credit process and risk management.
Centrifuge's infrastructure for established investment products moving onchain.

[SEDA @sedaprotocol]

The ability to launch perpetual markets on the long tail will introduce a structural change to finance as we know it.

[Our Crypto Talk @ourcryptotalk]

Are $SUI and $SEI really building in Privacy?

It seems at first that this is just for the Privacy tag.

Just like every project wanted to be tagged AI or RWA in 2023.

Privacy is that tag for 2026.

But not every project chasing the tag is doing it the same way. One of them is making a promise. The other is collecting on one it made two years ago.

🔵 Sui spent years selling speed. Object-centric design, parallel execution, sub-second finality, all built to make Sui the chain that does everything faster than Solana.

In June, it dropped Confidential Transfers on Devnet. Balances and transfer amounts hidden.

> Addresses still fully visible.
> Testnet is still months away.

It is a serious piece of engineering, but right now it is a press release with a roadmap attached.

🔴 Sei never tried to be everything. It built for traders, and traders bleed money to MEV every single day the mempool stays public.

So Sei plugged into Secret Network's confidential compute back in 2024, two years before Sui even said the word privacy out loud.

Sedna is now rolling out mempool privacy through the Giga upgrade, and the early numbers are not marketing copy, they are receipts.

👉 LIVE SINCE

🔵 SUI just opened the door. Devnet beta went live June 8, 2026, and testnet is still somewhere on a roadmap slide. This is day one.

🔴 SEI has been collecting data since August 2024. Two years of real usage, real edge cases, real proof the system holds up outside a whitepaper.

👉 WHAT GETS HIDDEN

🔵 SUI hides balances and transfer amounts, full stop. Addresses and token type stay public, so this is partial cover, not a cloak.

🔴 SEI fragments the entire mempool payload until it is finalized, and layers encrypted compute on top for dApps. That is privacy at the transaction level and the application level, not just the balance sheet.

👉 THE NUMBERS THAT MATTER

🔵 SUI has not published a single benchmark. No MEV figure, no bandwidth figure, nothing to point to except intent.

🔴 SEI already cut MEV exposure to 0.04% of transaction value and picked up a 2 to 3x bandwidth efficiency gain in the process. Privacy that pays for itself.

👉 WHO IT IS ACTUALLY FOR

🔵 SUI is chasing institutions. Stablecoin rails, treasury moves, the bank grade infrastructure pitch that sounds great in a deck.

🔴 SEI is chasing its own users. Traders who were already losing money to frontrunning, fixed with code instead of a press release.

Here is the real test for any privacy pivot. Did the chain build it because users were already bleeding, or because the market started rewarding the word?

Sui's version reads like ambition tbh and Sei's version reads like a problem that got solved.

Privacy is becoming the next scalability narrative, and every L1 will eventually claim it.

Few will have two years of runtime to back it up before the claim even lands.

Remember fam, not every pivot is created equal.

[peaq @peaq]

@GEODNET is live on peaqOS with https://t.co/DeR6AB2g8r

Any robot running peaqOS can utilise centimeter-precise positioning on demand

On any chain, paid autonomously, at scale

→ Delivery robot uses @official_naver for route
→ Uses GEODNET for precise navigation
→ Payments settled in USDT on @Solana via @WDK_tether

Check it out: https://t.co/KLTJ16PKhX

[Injective 🥷 @injective]

AI Agent payments are now live on Injective.

Send lightning fast payments with the lowest fees in crypto following injective's Vulcan Mainnet upgrade.

Entirely automated from start to end. Watch the full demo and initiate your own agentic payment today with $INJ

[Beam @BuildOnBeam]

We get it, you may be confused.

$BEAM this, Beam that.

We're present in many different sectors, and our ecosystem is made up of dozens of different verticals.

It can be overwhelming.

If you want to understand what we do better however on a technical level, simply read our documentation.

Sit back and relax, and have a read.

https://t.co/2BSCImCeD3

[IKAY @Great_Ikay]

$INJ has an edge over $HYPE that most people overlook

The 21Shares Hyperliquid ETF helped send $HYPE to a new ATH

Same, 21Shares has also filed for an Injective ETF, which is under SEC review

Why does $INJ stand out:

• More than a perps chain
• Cosmos, EVM & Wasm compatible
• Cross-chain native
• Deflationary burn mechanism
• Strong RWA focus
• Institutional-friendly infrastructure
• CFTC-regulated INJ futures in the U.S.
• Built for broader financial apps

$INJ is building more than just a trading platform.

[Geo C @GeoApo13]

Tethered CEO
Robots x $peaq x $USDT

Just see below

[MartyParty @martypartymusic]

The SEC has delayed the Innovation Exception to allow generic US equity token trading on crypto platforms.

The delay: Officials are now reviewing feedback from traditional stock exchanges and others concerned about issues like dividends, voting rights, potential bad actors creating synthetic tokens, and overall investor protection. No new timeline has been confirmed.

[Injective 🥷 @injective]

SpaceX is officially live for trading on Injective. Has been since 2025.

Anyone with a wallet has been trading pre-IPO without brokers or middlemen.

Onchain got there first. Wall Street gets there June 12th.

Welcome to the moment. 🥷

[Nick Research @Nick_Researcher]

➥ The pre-IPO parade has a pricing problem

Before I share my analysis, I’m genuine interested in pre-IPO trend

I found that top protocols offer it will capture meaningful volume

So I’m participating in these protocols for exposure, real skin-in-the-game safe me from my confirmation bias

Top crypto protocols and platforms offering pre-IPO trading:

[1] @ventuals | @tradexyz – Launched Pre-IPO Perpetuals (IPOPs)
[2] @PreStocks – Tokenized pre-IPO assets via SPV
[3] @JarsyInc – Asset-backed SPVs, $10 minimum, proof-of-reserves
[4] @xStocksFi | @CoinList – Pre-IPO stocks/equities alongside token sales
[5] @Tessera_PE – Private Equity for everyone

Now I’ll bring you back to the reality, never fade the harsh truth

Big headlines lure FOMO plays, so I spent time pulling the numbers

Liquidity realities hit portfolios hard every time a new trend hits
– @SpaceX ~$1.5T rumored, @OpenAI ~$1T, @AnthropicAI ~$350-500B, etc
– Just the top 3 already exceed $3T in valuation

Total estimated raises: AI & tech ~$174-245B, while crypto at ~$8-14B

Demand-side liquidity drain incoming imho with primary raise day 1 ~$300B

Assumes 6-8% float on mega-caps like SpaceX at ~2%

Insider selling post-cliff: ~32-37% of cap table unlocks, driving ~$1.3-1.5T sell pressure

Second-order drains with LP recycling ~$100B as they upsize new funds + ongoing index/ETF absorption = another ~$100B+ staggered

In total I see total ~$1.4-1.6T liquidity demand in the next 12-18 months

But I see no clear source for $4T+ market creation plus $1.5T+ net demand in this window without stress

Nevertheless, the pre-IPO onchain seems to provide 100x lower liquidity supply

Eventually, I’m not touching these pre-IPO deals at current hype onchain

- NFA -

[Paolo Ardoino 🤖 @paoloardoino]

This is insane 🤖🤖

Great real-world showcase of the intersection between robots, life, USDT, WDK (Wallet Development Kit).

[Ondo Finance @Ondo]

Another major U.S. strategic bet.

The Trump administration just awarded $2B to quantum companies, with several already tokenized on Ondo Global Markets:

IBM → IBMon
Rigetti → RGTIon
D-Wave → QBTSon

The U.S. government is directing capital into the companies that will define the next era of global competition. Tokenized stocks open that same opportunity to the rest of the world.

[Injective Now @InjectiveNow]

Every cycle has a story that defines it.

Last cycle, it was all about NFTs and L2 scaling. This cycle's narrative is about the onchain financial system. Real building blocks. The real world. Real capital.

The rails are put together. The capital is on the move. The picture of regulations is getting better. There is now a blockchain team at every major bank. Most of them didn't two years ago.

The window is right now.

@injective was built for this

[Crypto Banter @crypto_banter]

peaq showcases a simulated workflow of a Serve Robotics delivery robot navigating Seoul using NAVER Maps.

Making real-time routing decisions, and autonomously paying for the premium mapping service with USDT on Solana.

With zero human intervention.

NAVER Maps is now live and available to every robot and machine running peaqOS on https://t.co/LDWjI1OfWh.

[Injective 🥷 @injective]

J.P. Morgan Asset Management launched JLTXX on May 13, its second tokenized money market fund, structured to satisfy reserve requirements for stablecoin issuers under the GENIUS Act.

The fund comes from a bank overseeing $4 trillion in assets.

In his April letter, Jamie Dimon called blockchain, stablecoins, and tokenization "a whole new set of competitors" and told shareholders JPMorgan must move faster.

Tokenized treasuries have already crossed $15 billion across the market, and the infrastructure to host institutional capital, including Injective's permissioned RWA stack, is scaling in parallel.

Bank balance sheets are migrating onchain. Injective will lead the way.