Dan Dote

🚀 Crypto Enthusiast | 🔍 Analyzing trends, spotting opportunities | $DEVVE $TAO & $ZIG believer | Riding the waves of the future | Not financial advice, DYOR

[ZIGChain @ZIGChain]

1/ The first generation of token economies was built purely on narrative. Projects issued tokens, promised future adoption, and let speculation hold up the price. For a while, it worked.

But it doesn't work anymore and everyone knows it.

Starting today, ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 is different 🧵

[ZIGChain @ZIGChain]

We have been heads-down for a while, and the last two weeks are where some of it surfaced.

With buybacks just a day out, we kept shipping to match the moment. ZIGChain partnered with Fasset, TVL crossed $50M, ORO made the world's most exclusive funds something anyone could ask about, the network hit its ten millionth block, and co-founder @ARafayGadit took the ZIGChain thesis to Point Zero Forum in Zurich.

📰 Headline News

- ZIGChain crossed $50M in TVL: Two-thirds of that is held in stablecoins, with more than $33M in USDC already working across onchain yield products. That's the part worth noting. Stablecoins usually sit idle, and on ZIGChain most of them are put to work.

- ZIGChain x @fasset: A regulated, Shariah-compliant platform serving over a million users across 125 countries, many of them in markets that rarely get this kind of access. The partnership is the real milestone here. It opens a path for real-world yield and investment products to eventually reach users the old system never served.

📝 Governance & Ecosystem

- ORO integrated @KAIO_xyz: BlackRock, Hamilton Lane, Brevan Howard. The thing that kept most people out of these funds was never just the minimum ticket. It was knowing enough to ask the right questions in the first place. ORO (@Ask_ORO), built on ZIGChain and trained on every fund KAIO has tokenized, lets you ask what a fund holds and how it works, and answers in plain language. You can understand them today. Access to them follows.

✅ Milestones

- Block 10,000,000: The network crossed its ten millionth block this fortnight. Each one settles the activity that tokenized real-world assets depend on, and it is quiet proof that the infrastructure under the products just keeps running.

- $50M in TVL, and the makeup is the part worth noting: more than $33M of it is USDC, already working across yield products rather than sitting on the sidelines. This is real capital that chose to come here and compound.

🎙️ Events

- @ARafayGadit at @pointzeroforum in Zurich: Point Zero Forum brought together more than 80 regulators and central banks to work through stablecoins, digital money, and the rules for bringing real assets onchain. Our co-founder spent the week in that room, because the decisions made there will shape how all of onchain finance gets governed.

If you are riding this momentum with us, spread it with an RT. 💙

[John Fletcher (𝔦, 𝔦) @Dr_JohnFletcher]

TIGs model for open research has just been proven on one of the most valuable and important problem classes in the world

Multiple innovations from both human and AI researchers built on top of one another's ideas

Ultimately resulting in the largest single improvement in the modern history of the field

The Capacitated Vehicle Routing problem has applications in logistics, space exploration, and is central to robotics

But the consequences of this milestone go much, much further

This breakthrough is a final proof that we can keep algorithms open *and* funded at the same time

It has been known for decades that open development is far more powerful than the closed alternative at scale

This is why the Open Science of the West outcompeted closed science in the Soviet Union

That’s how Linux outcompeted Windows, and accelerated away, never to be caught

But open research can only scale if the incentives are sufficient

TIG built the first incentive mechanism for open algorithmic research, able to capture value and return it to those who generate it

And it does this while keeping all innovation open and available for others to build on top of

This is Open Source, in it’s true sense, super charged by monetary incentives, allocated by a market mechanism, and it is global

TIG will now be scaled to include thousands of challenges, all running concurrently

By providing the incentives necessary for open algorithm development and open data at scale

TIG enables, for the first time, true Open Source development of the fundamental layer of AI

And it does not get any bigger than that

See here for more detail https://t.co/PNR2Uq3O8m

[Sparta (𝔦, 𝔦) @0x_Asuka]

This is a watershed moment not just for @tigfoundation but for blockchain-based coordination systems as a whole.

The greatest efficiency leap in the history of vehicle routing has been birthed by a decentralized, crypto-economic protocol that does not answer to any state, corporation, or centralized authority.

This sort of thing has never happened before. In fact, I’m not sure that a crypto protocol has ever generated something that is so obviously, immediately, and objectively economically valuable.

Amazon saving $300M annually is just the tip of the iceberg. Every company that has to move machinery through space can benefit tremendously.

All of them will pay base:0x0c03ce270b4826ec62e7dd007f0b716068639f7b millions for the privilege.

[Qubic @_Qubic_]

No LLMs. No GPUs. Just raw CPUs. And it already ranked ahead of @grok 4.2 beta on ARC-AGI 3.

The Qubic scientific team is quietly building something that's already out-ranking billion-dollar LLMs on the hardest #AGI benchmark. 🤯

#AI #decentralizedAI

[Barry Silbert @BarrySilbert]

This is a very big deal for Bittensor $TAO

Kudos @krakenfx

[Abdul Rafay Gadit @ARafayGadit]

01.07.26

ethereum:0xb2617246d0c6c0087f18703d576831899ca94f01 is inevitable

[Qubic @_Qubic_]

Five weeks ago a Qubic tick took about 2 seconds.

This week the network hit peak speed near 0.2.

A 10x increase in speed, in just over a month.

[ZIGChain @ZIGChain]

ZIGChain has now crossed $50M in TVL.

What’s interesting is that 66% of that capital is in stablecoins, with over $33M in USDC deployed across yield products in the ecosystem.

Users aren’t just holding assets here. They’re actively putting capital to work. And this is only the beginning of what the ecosystem can support.

[RVCrypto @RvCrypto]

To be fair, when I saw the PR yesterday it felt like a step back because I really liked the move to TAOflow.

But the longer I look at the update the more I like it.

I also spoke to some $TAO community members and subnet owners on it and reading this makes me feel it is very different from the initial price based model.

For instance, one of my favorite subnets I posted about quite a bit really benefits from this because they have low root prop and low miner burn and I do feel they are heavily undervalued.

Lets see how it plays out.

[Qubic @_Qubic_]

For years, Qubic has been building three things.

The ability to think.

The ability to observe.

And the ability to act.

July brings the third piece one step closer. 🧵

[ZIGChain @ZIGChain]

Every partner in our ecosystem does a different job.

Together, they cover the full journey of an asset: from tokenization and structuring to distribution into the hands of people who never had access before.

- Private Credit: ABHI (@abhikaropk), Beehive (@beehiveFintech), DeFa (@defaprimitive)
- Real Estate: Token Bazaar
- Quant Hedge Fund: Suisse Quant
- Tokenization Orchestration: Zamanat
- Tokenization Infrastructure: Zoniqx (@zoniqxinc)
- Distribution Infrastructure: Taurus (@taurus_hq), Fuze (@fuzefinance), @fasset

And now @OndoFinance joins, bringing tokenized exposure to global stocks and ETFs.

That full journey is the bigger picture for ZIGChain.

[Qubic @_Qubic_]

Anthropic’s most powerful models launched June 9th.

By June 12th, they were gone.

900 million AI users just learned something every enterprise architect needs to understand.

The infrastructure you depend on is not yours. It never was. 🧵

[Qubic @_Qubic_]

For most of its life, a QUBIC token could only live on Qubic.

Fast, feeless, and walled off from the rest of crypto.

QBridge is the door.

It moves QUBIC to Ethereum and back, so your tokens can reach the wallets, exchanges, and apps that live on the biggest network in the space.

The mechanics are easy to picture.

You lock QUBIC on one side, and an equal amount of a matching token, wQUBIC, is created on Ethereum.

One to one. Fully backed. No IOUs.

Send it back, and the process reverses.

It is non-custodial, so no company holds your funds in the middle.

It was independently audited before launch.

And no single party can move anything alone.

Ethereum first. Expansion to more chains next.

[ZIGChain @ZIGChain]

ZIGChain's tokenized assets have a path from the world's most regulated institutions to a phone in an emerging market.

- Taurus (@taurus_hq) operates across 5 continents. Financial institutions custody these assets inside frameworks they already operate in.

- Fuze's (@fuzefinance) regulated infrastructure embeds them into the banks, fintechs, and apps users already trust.

- @fasset puts them in front of over a million users across 125+ countries.

The asset is only as valuable as the people who can reach it.

[ZIGChain @ZIGChain]

Every distribution partner we add, like @fasset, brings more users, more TVL, and more onchain activity into the ZIGChain ecosystem.

That growth feeds directly into ZIG buybacks starting July 1st. Every new partner makes the whole thing stronger.

[Qubic @_Qubic_]

Ten weeks ago, Qubic started mining Dogecoin.

Epoch 217 closes out 10 weeks of live data, and here is what the numbers actually say. 🧵

[Qubic @_Qubic_]

Qubic's second halving is official.

At Epoch 227 (~Aug 19), the burn rate climbs from 55% to 77.5%.

Emissions stay fixed at 1T QUBIC/week, but net supply entering circulation drops from 450B to 225B.

Cut in half.

Bitcoin shrinks the faucet. Qubic widens the drain.

Why it matters: it keeps supply from hitting the 200T cap too early, sharpens scarcity, and extends rewards for miners and Computors.

[ZIGChain @ZIGChain]

Citi's conservative scenario puts $100 billion in private credit moving onchain by 2030. And that's their "low-end" number.

The reason they single out private credit above every other asset class isn't complicated. It's standardized, income-generating, and asset-backed, and it doesn't need to be retrofitted for onchain infrastructure because it already fits.

The market isn't there yet. Which is sort of the point. The infrastructure that matters gets built in the window before the capital arrives.

That's what Beehive (@beehiveFintech), ABHI (@abhikaropk), and @defaprimitive are doing on ZIGChain right now.

[Qubic @_Qubic_]

The majority of AI projects show you the winners, while quietly burying the failures.

Qubic just published all of them.

34 runs. 5,936 architectures. 68,664 files.

The biggest accomplishments alongside every dead end, uploaded raw to Hugging Face.

It’s called the Neuraxon Game of Life: a world where tiny spiking brains live, eat, mate, and explore, while a search hunts for the one design that survives best.

Every brain was scored on a single fitness number plus ten biology-based metrics.

The champion (trial 191, fitness 9.40 on 24 neurons) sits alongside architectures that scored as low as 3.77 and died out.

Even if you never touch crypto, this is why open data matters:

• A researcher can test the method.
• A skeptic can audit the claim.
• A builder can take the best brain and push it further.

The data is labeled honestly: raw research output, rough edges and all, under an open license.

An actual lab notebook.

What would you build with 5,936 evolving brains?