Degentrified

Crypto enthusiast, exploring DeFi through a gradual process of degentrification. Member of @0xVenturescap

[XMAQUINA @xmaquina]

🚨 BREAKING: @agilityrobotics announced a proposed public listing at a reported $2.5B valuation.

Nine months ago, XMAQUINA acquired preferred shares in the company.

This is exactly why the DAO exists.

Giving a global community access to leading humanoid robotics companies before they reach the public markets.

A thread 🧵

[Degentrified @degentrified]

@Grayscale But only 6 of these actually accrue value back to token holders: $HYPE (buyback and burn), $SKY (buyback), $JUP (buyback), $AERO (Trading fees to veAERO lockers), $RAY (Trading fees to RAY stakers), $CAKE (buyback/burn + staker distribution)

[Khala Research @KhalaResearch]

In the U.S., 2.1M manufacturing jobs will go unfilled by 2030, at a cost of $1T annually

That’s the demand side.

The supply side: 16,000 humanoid units deployed globally in 2025, up from 2,000 the year before

Private robotics equity has already created tens of billions in value

Embodied AI changes labour cost structure the way software changed information cost structure

BMW has run Figure AI robots on daily 10-hour shifts for over 11 months across 30,000+ vehicles and 1,250+ runtime hours

Leading companies carry combined valuations exceeding $85B, but most of that value will accrue to private investors

No retail-accessible instrument offers specific exposure to named pre-IPO humanoid companies

RoboStrategy is the exception that proves the rule: a listed fund trading 160–700% above NAV because scarcity drives premium

XMAQUINA’s RCM Protocol converts verified private robotics equity into onchain subDAO tokens, bringing liquidity to illiquid markets

Full Khala Research report in the next post below

[Degentrified @degentrified]

@eridanus_dev @AIWayfinder is close but no native BTC support

[Galactic Quarks @galactic_quarks]

BITCOIN SUMMER PHASE 1 YIELD - DISTRIBUTION TO STAKERS #btc

The remaining portion of the Bitcoin Summer Phase 1 Yields ($16k+) have been distributed to Quarks Yield DAO stakers ☯️

- 13,137 USDC
- 0.04609556 WBTC

➡️ Quarks Yield DAO: https://t.co/t0HuPu3ChO

[Galactic Quarks @galactic_quarks]

BITCOIN SUMMER PHASE 1 YIELD - DISTRIBUTION TO STAKERS

As previously announced, we will soon distribute the remaining rewards accumulated during Bitcoin Summer Phase 1 to Quarks Yield DAO stakers.

⏳WHEN: SUNDAY, MARCH 1st, 2026

This will be a big one, as $16k+ in USDC and WBTC will be distributed. The absolute recommendation is to STAKE ALL YOUR GQs as soon as possible so you don’t miss it.

➡️ Quarks Yield DAO: https://t.co/x1e8ov0Q3x

NOTE: the distributed funds will not arrive directly in your wallet, they must be CLAIMED from the Home tab of the Quarks Yield DAO. Don’t forget!

[XMAQUINA @xmaquina]

Who owns the robots rules the world.

[XMAQUINA @xmaquina]

📊 Treasury Update

Based on private market estimates valuing @1x_tech at $10B, the DAO’s entry at a $4.55B valuation represents an unrealized gain of approximately +120% (2.2x) on invested capital.

Track the DAO’s Treasury: https://t.co/TEKV5REWnW

[XMAQUINA @xmaquina]

2025 set the stage.
2026 hits the accelerator.

From $1.4B in raises to sovereign humanoid strategies, January was full throttle for humanoid robotics.

Here’s what happened across the industry in the first month of the year 🧵
https://t.co/3lon7BZ14i

[Degentrified @degentrified]

@KobeissiLetter He needs to do his research.
https://t.co/IQhuO1YuNH

[Khala Research @KhalaResearch]

70% of global GDP is still tied to physical labor and location-dependent industries

AI capabilities are capped until it takes physical form; This is the promise of Embodied AI

Once we cross the "utility tipping point" for general-purpose robotics, the fundamental cost of labor drops toward zero

We aren't just looking at a workforce shift; we’re looking at a transition to a post-scarcity economy where a high standard of living is decoupled from traditional labor

This sounds like science fiction, until you realize the infrastructure required to scale it

Crypto becomes this missing link

Decentralized networks solve the massive capital formation and coordination challenges required to deploy millions of autonomous units globally

In our inaugural @KhalaResearch report, we:

1) Identify the pioneers leading the charge in Decentralized Robotics
2) Explain the synergy between blockchain incentives
3) Share exclusive insights from subject matter experts on the future of this vertical

The link to the full DeRobotics report is on the next post:

[Mauricio | XMAQUINA @ZolKilla]

When we started XMAQUINA in late 2023, we weren’t betting on a trend. We had conviction that humanoid robotics would become the most transformative asset class of our era.

Over the past years, we built the foundation. A new model for ownership and access to the robotics economy.

Regulatory uncertainty hasn’t stopped progress, but it capped how much could be unlocked, brought fully onchain, and made permissionless and liquid.

That’s changing.

With the Clarity Act, new tokenization standards, and maturing RWA infra, private markets are coming onchain at scale.

We’re not here to chase every vertical. We’re here to own the robotics capital stack.

With first-mover advantage and laser focus on the humanoid niche, we’re perfectly positioned to capture this category.

We’re moving fast.

It’s time to redefine private equities and reclaim the Robotics Capital Markets.

The @xmaquina ecosystem will be your one-stop shop for the Humanoid Age.

[XMAQUINA @xmaquina]

The $DEUS Auction is now live.

Don’t fear the robots. Own them.

Bid now → https://t.co/QobbMJGjnA

[rektdiomedes @rektdiomedes]

Thread: Ten Trends That Will Define The Next Ten Years

🧵

The age of Boomerdom is ending...

AI is upon us...

And problems are omnipresent across the globe...

1/x

[Degentrified @degentrified]

@TheLostDonkeys

[YQ @yq_acc]

https://t.co/wwn5yY6ZPA

[Ryan Watkins @RyanWatkins_]

Last cycle, the biggest source of edge was being short-term while everyone else bet on supercycle.

Today it increasingly pays to do the opposite, as crypto’s best opportunities now require longer payoff horizons that few are willing to see through due to myopia and PTSD.

Don’t think we, as an industry, fully appreciate yet how much memecoins and perp trading has giga-fried people’s brains and impaired market psychology.

[Hyperbeat @hyperbeat]

Introducing dnTokens, Tokenized Delta-Neutral Strategies utilizing @HyperliquidX, @unitxyz assets and HyperEVM.

- Tokenized delta-neutral strategies (dnHYPE, dnETH, dnPUMP & more)
- Real yield from perp funding + yield-bearing assets on spot leg
- Fungible, composable and capital efficient

Deposit stablecoins → mint dnTokens → earn automated delta-neutral yield -> Use dnTokens in Defi

Deposit now: https://t.co/QI4ZKDz7wn

[Bold @boldleonidas]

The Topoooooor