Digitized

weekly consumer web3, curated by @collab_currency

digital objects discussed may be held by collab+currency. tweets do not represent investment advice.

[Digitized @digitizedweekly]

Follow along as @amanda0x and @winnielaux explore the latest trends emerging in consumer crypto + chat with those building at the forefront.

[Digitized @digitizedweekly]

On the latest pod, @amanda0x + @winnielaux explore how consumer hardware and crypto rails could solve AI's biggest bottleneck: power.

They chat w/ @Tom_A_Lynch, founder of @actualinc building inference software that lets your home computer earn by running AI.

We discuss:
- Actual Computer's founding story
- @bittensor mechanics powering Actual Computer
- Why local inference is the next great commodity
- Challenges scaling local compute networks
- Privacy as a core driver of local inference adoption
- Improving consumer hardware
- The philosophy behind "Actual Computer"
- What's next for Actual Computer

[Digitized @digitizedweekly]

The latest pod w/ Actual Computer founder @Tom_A_Lynch:

YouTube: https://t.co/PsMsfHrNQS
Spotify: https://t.co/aVGlCqdQvb
Apple: https://t.co/Wk2lfYhzN5

[Digitized @digitizedweekly]

Follow along as @amanda0x and @winnielaux explore the latest trends emerging in consumer crypto + chat with those building at the forefront.

[Digitized @digitizedweekly]

The latest pod w/ Actual Computer founder @Tom_A_Lynch:

YouTube: https://t.co/PsMsfHrNQS
Spotify: https://t.co/aVGlCqdQvb
Apple: https://t.co/Wk2lfYhzN5

[Derek Edws @derekedws]

interesting to see tether's investment arm cooking over the last few months

the company reported over $10B in net profit in 2025, with $6.3B in excess reserves sitting on balance sheet

seeing a lot of skeptical takes on the timeline about these recent investments, will offer a slightly different view

corporate venture is when a company deploys capital from its own balance sheet to invest in startups

tether's cash flow gives them the ability to supercharge this idea, and act like a sovereign allocator of capital

balance sheet diversification is of course important, and goal is always is financial return

but unlike trad venture, the strategy for corporate venture can often include optimizing for strategic levers on behalf of the parent co

put differently, helping invest in a future where parent company wins

corp venture deals can carry some signal to see where the parent company observes the world moving

tether's last few investments help paint a decent picture here:

layer zero (infra) - pretty clear at this point tether's ambition is to own as much distribution around off-chain and on-chain settlement of stables. powered in part by networks like layerzero, tether can further its terminal vision for USDT as an asset that flows freely across centralized platforms and decentralized networks

whop (work) - an internet marketplace where creators sell creator subs, communities, tools, digital products/services of all categories. today, prohibitively high transaction costs push creators and internet businesses to adopt legacy biz models like time-based subscriptions, bundling, and ad-supported services

stables running over blockchains enable frictionless, 24/7 global payments at any arbitrarily small denomination of value

^ applied to creator marketplaces like whop, USDT penetration may offer consumer-friendly payment alternatives to trad biz models that unlock new types of product/service revenue

eight sleep / QVAC (health) - i've been a power eight sleeper since 2020, love this product, and this one caught my eye this morning

looking into this a bit, back in december 2025, tether announced QVAC Health, a personal health platform where all health data is designed to be stored locally on device (including all relevant PII, heart rate, sleep patterns, and aggregate biometric data from connected devices)

from this lens the eight sleep investment makes more sense

sleep/biometric streams help predict when a person is tired, stressed, training, sick, traveling, etc

these states drive tremendous spending decisions (food, supplements, appointments, subscriptions)

further, if you believe in a world (i do) where agent-based transactions start to intermediate finance, work, health, and purchasing decisions

powered in large part by hyper efficient, internet-native, stablecoin transfers

the tactical investments in L0, whop, eight sleep / QVAC, and others start to paint a decently clear picture

for me

it looks like the next stage of tether/USDT is pointing toward a consumer penetration story

embedding stables where systems touch as much economic activity and data as possible

as a consumer x AI crypto investor

a cool side quest to keep an eye on

[Collab+Currency @Collab_Currency]

Our squad at @collab_currency is proud to back @retrimentum and the killer team at @upshot_cards.
Over the last few years, prediction markets like @kalshi and @polymarket proved the demand, convenience, and value of information markets. Meanwhile, much of the current end-to-end experience is built for crypto-native traders, presented in hyper-financialized interfaces.

Upshot packages event outcomes as collectible cards, gamifying prediction markets’ core truth-seeking experience into a thrilling, high-stakes event, with both outcome markets, collectibles, and cash prizes on the line.

With over $100B+ in volume, prediction market exchanges are launching event contract products left and right, with billions in funding pouring into the category. Protocols like Polymarket entered the cultural mainstream, mentioned at the White House, Fortune 500 earnings calls, and the GRAMMYs.

It has become clear that prediction markets can be used as live entertainment products, yet today's experience requires you to be a trader.

Poor discoverability, an intimidating order book UI, and fluctuating prices create a barrier for the normal user to participate. We believe @upshot_cards'simple approach to prediction markets will help onboard users who want a piece of the action, without the noise.

After our first call with @retrimentum, it became clear that he and his team deeply understood the behaviors of both traders and collectors. We started ripping packs on testnet – pulling rare cards across the US Open, World Series, and the Dutch Grand Prix.
The product works. And it’s a blast.
Every pack contains a random set of face cards with beautiful art, each tied to an upcoming event in sports, culture or politics. Limited edition cards are scattered throughout the packs, based on the global zeitgeist. If your prediction happens, you win – cash, collectible, and other prizes.
Collectors who hit winning cards unlock additional prizes: currencies, merchandise, experience and other digital products. After market resolution, face-cards persist as collectibles, visually codifying an outcome win.

Upshot’s mainnet goes live today. Go rip some packs: https://t.co/b6GVRqFhpo

[Digitized @digitizedweekly]

Follow along as @amanda0x and @winnielaux explore the latest trends emerging in consumer crypto + chat with those building at the forefront.

[Digitized @digitizedweekly]

On the latest pod, @amanda0x + @winnielaux explore the degen-ization of consumer behavior via trading collectibles and predictions.

They chat w/ Upshot founder @retrimentum, reimagining prediction markets from the ground up in the form factor of trading cards.

We discuss:
- Upshot’s founding story
- Upshot’s @Polymarket x @Pokemon game mechanics
- Early feedback from Upshot’s beta
- Trends driving momentum in prediction markets
- Why Gen Z and Millenials are interested in collectibles
- Tradeoffs in building on top of platforms / APIs
- Upshot’s on-chain components on @base
- What’s next for Upshot

[Digitized @digitizedweekly]

The latest pod w/ Upshot founder @retrimentum:

YouTube: https://t.co/2kenRtbSIM
Spotify: https://t.co/tq82KT7cGt
Apple: https://t.co/GsWQJ24J79

[Digitized @digitizedweekly]

Follow along as @amanda0x and @winnielaux explore the latest trends emerging in consumer crypto + chat with those building at the forefront.

[Digitized @digitizedweekly]

On the latest pod, @amanda0x + @winnielaux dive into how @BAXUSco is unbundling Sotheby’s for the spirits market.

They chat w/ @whiskeytitan and @web3princess, building the global marketplace for the world’s most collectible spirits.

Topics:
- Baxus origin story
- Blockchain infra powering Baxus
- Baxus’ new price hunting mobile app launched @SolanaConf
- Enabling real-time barrel intelligence
- How Baxus is changing collector behavior
- Legacy brands embracing technology
- Crypto primitives to embed in Baxus
+ more!

[Digitized @digitizedweekly]

The latest pod w/ Baxus co-founders @whiskeytitan @web3princess:

YouTube: https://t.co/KsAB8iPPT1
Spotify: https://t.co/8gmhKVXMCH
Apple: https://t.co/QsLe4RWTIb

[Digitized @digitizedweekly]

Follow along as @amanda0x and @winnielaux explore the latest trends emerging in consumer crypto + chat with those building at the forefront.

[Digitized @digitizedweekly]

On the latest pod, @amanda0x + @winnielaux dive into the rapidly accelerating world of robotics. They chat w/ @micoolcho of @BitRobotNetwork, building the world’s open robotics lab.

We discuss:
- BitRobot founding story
- Solving the real-world data gap
- Designing incentive structures for robotics R&D
- SN/01 ET Fugi by @frodobots
- SN/05 SeeSaw by @virtuals_io
- Evaluating models in the real-world
- Trends in robotics research
- @UFBots and the thesis for robotic gaming
+ more!

[Digitized @digitizedweekly]

The latest pod w/ BitRobot cofounder @micoolcho:

YouTube: https://t.co/DgAoGgX91w
Spotify: https://t.co/8IXl6M0d0s
Apple: https://t.co/2aNXqK4ckX

[Digitized @digitizedweekly]

Follow along as @amanda0x and @winnielaux explore the latest trends emerging in consumer crypto + chat with those building at the forefront.

[Digitized @digitizedweekly]

On the latest pod, @amanda0x + @winnielaux dive into the tech powering longevity. They chat w/ @NyxNoLimits of @PulseNoLimits, building an open health network.

We discuss:
- Pulse’s founding story
- Learnings from @Stepnofficial
- Why Pulse Over @WHOOP or @ouraring
- Customer demographics
- What makes health data valuable
- Pulse’s DeSci strategy
- Manufacturing hardware
- Trends in health & wellness
+ more!

[Digitized @digitizedweekly]

The latest pod w/ Pulse co-founder @NyxNoLimits:

- YouTube: https://t.co/6BWLlz4rWD
- Spotify: https://t.co/QIthcSVTMq
- Apple: https://t.co/GsriDefjcJ

[Digitized @digitizedweekly]

Follow along as @amanda0x and @winnielaux explore the latest trends emerging in consumer crypto + chat with those building at the forefront.

[Digitized @digitizedweekly]

New pod drop 🎙️ @amanda0x + @winnielaux talk tokenizing physical assets w/ @Pete_Loukas of Winston Artory Group — the new Web3-powered platform redefining how art & collectibles are valued, managed, and secured.

We discuss:
- WAG’s origin story
- Their product suite
- Navigating a trust-based industry
- The role of traditional auction houses
- Trends in art collecting behavior
- WAG’s data moat
- + more!

[Digitized @digitizedweekly]

The latest pod w/ Winston Artory Group co-founder @Pete_Loukas:

- Youtube: https://t.co/1lJNLfYL9c
- Spotify: https://t.co/YMdkCnBgec
- Apple: https://t.co/3H8gAeiPyo