Philipp Kallerhoff

Head of asset management at @MosaicCap. PhD in Computational Neuroscience. Singularity University Alum.

[John Arnold @johnarnold]

A fire alarm is going off and everyone is ignoring it.

[Open World @_openworld]

OpenWorld has agreed with @Figure to tokenize our equity on Figure's OPEN network - in connection with our proposed @Nasdaq listing.

Direct ownership. Yield on lent shares. Cross-collateralized crypto and equities.

We go first.
https://t.co/DCWLCJpQIw

#RealWorldAssets #Tokenization #Blockchain

[Figure @Figure_robot]

We taught two F.03 robots to clean a room and make a bed in under 2 minutes - fully autonomous.

[Mike Cagney 🇺🇸 @mcagney]

I've been in back-to-backs at Consensus, so I haven't had time to tweet about all the @figure news today...

First, we have our second company on OPEN, which will also be using Forge. Thanks for the partnership @_openworld! Bringing real equity on chain, for use in DeFi.

Second, we launched YLDS native on @StellarOrg. Excited to see the YLDS universe expand, and looking forward to the use cases that happen on Stellar.

Finally, we added @credibly360 to Forge. Not only to access DeFi, but the broader Figure ecosystem, including securitization. Forge is going to bring RWA to DeFi.

More news coming...stay tuned!

[Vaibhav Sisinty @VaibhavSisinty]

Elon's team just did something nobody's talking about.

They replaced Starlink's call center with an AI. 🤯

And the results are insane.

1 in 5 people who called Starlink bought Starlink on the call. 70% of support calls got resolved without a human ever touching them.

Every caller was talking to Grok.

It's called Grok Voice Think Fast 1.0.

And this is not a voice model. This is a call center in a box.

Plug it into a phone line. It picks up. It talks. It sells. It troubleshoots. It books. In 25 languages. With no lunch break.

A single Grok agent runs 28 tools across hundreds of workflows. Hardware troubleshooting. Replacement orders. Service credits.

All autonomous.

The global call center industry is worth $350 billion.

Elon just showed up with a demo that does the job better, cheaper, faster, and it never clocks out.

Everyone is busy teaching AI to write code.

Elon quietly taught it to take your money on the phone.

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/Ve3Vn9F0Z3

[Zane Koch @zanehkoch]

ok actually insane paper published yesterday

a research group in Korea built a gene switch you can control wirelessly using electromagnetic fields

they exposed mice to 60 hz EMF (same frequency as your wall outlet) using a pair of large coils that generate a uniform magnetic field around the animal, for cyclic 3-day on / 4-day off pulses

they showed this could:
- activate OSK to do epigenetic reprogramming in progeroid and aged mice, extending lifespan and reversing aging markers across multiple tissues
- conditionally switch on mutant amyloid genes only in aged mouse brains, letting them separate aging effects from amyloid effects to study AD biology in a way previous models couldn't

no drugs, no impacts, just a magnetic field from outside the body

[Camus @newstart_2024]

Ray Kurzweil just said something that gave me pause.

He believes AIs will soon be so indistinguishable from conscious beings that we’ll simply accept them as conscious — not because we’ll have definitive proof, but because it will become useless not to.

He pointed out that people already have AI therapists, and some users are starting to treat them as genuinely conscious. As the technology improves, that acceptance will only grow.

Kurzweil thinks the shift won’t take long: once AIs consistently show all the earmarks of consciousness, most people will just go along with it.

It’s a quiet but profound prediction about how quickly our definition of “person” (or at least “mind”) might change.

What do you think — how long until we treat AIs as conscious beings?

[Marc Andreessen 🇺🇸 @pmarca]

The most accurate futurist in world history is Ray Kurzweil. Amazing prescience.

[Space and Technology @spaceandtech_]

A Switzerland-based startup Flexion has created a robotic brain that helps the Unitree G1 move smoothly and work on its own.

It uses reinforcement learning, where the robot trains in simulations to learn walking, balancing, and picking objects.

In tests, it cleaned a space by finding and placing items in a basket without human help.

[Marc Benioff @Benioff]

Figure 03. Impressive. 🤖🦾🦿@adcock_brett

[CyberRobo @CyberRobooo]

Insane

Another superhuman hand: Beijing LinkerBot’s Linker Hand L30.

Ultra fast rotation, pinpoint precision control.

When a humanoid robot’s hand breaks through the limits of human anatomy, this hand doesn’t just operate tools…

it itself becomes a highly productive tool.

[NoLimit @NoLimitGains]

This is not good.

Guess what happens next?

[Ejaaz @cryptopunk7213]

so just to recap the last 24hrs

- scientists fused 200,000 human neurons to an AI chip and taught it to play DOOM (see below)

- an AI escaped containment, stole compute and used it to mine cryptocurrency

- OpenAI head of robotics quit over refusing to build tech that autonomously kills people

- Xmoney is officially in beta, AI agents with wallets coming soon

- GPT 5.4 codex kicks opus 4.6’s ass at coding (anthropic nerfed models?)

- @steipete shipped 17362728 open claw updates but still suffered the bullshit of being called an openAI shill (the man doesn’t need the money lol)

- andrej karpathy open sourced an AI that autonomously self-improves while you sleep

- google ceo sundar pichai got a small $ 700M pay package (congrats on the money big dog

- someone modelled out how much money a tesla robotaxi would earn you, ans: $30,000 per year.

i’m overwhelmed but hyped - goodnight

[Lark Davis @LarkDavis]

Everyone's pricing in that quantum computers kill Bitcoin.

Nobody's pricing in that quantum computers kill EVERYTHING ELSE first.

Your bank runs on RSA encryption.
Your email runs on RSA encryption.

Every website runs on RSA/ECC encryption
Bitcoin devs are literally building quantum-resistant protocols right now.

Timeline: 2030-2035 for cryptographically relevant quantum computers.

If BTC dies from quantum computing your ATM pin died 5 years earlier and you never noticed because your bank was too slow to tell you. 🐢

[wataminoodles @wataminoodles]

Pudgy Penguins actually rented the whole store just to sell penguin flowers for Valentines.

Queue looking like apple dropped a new iphone.

W pudgy.

[Carlos Domingo @carlosdomingo]

Read this if you want to understand in detail how the Securitize and UniswapX integration we announced yesterday works.

[OpenAI @OpenAI]

GPT-5.2 derived a new result in theoretical physics.

We’re releasing the result in a preprint with researchers from @the_IAS, @VanderbiltU, @Cambridge_Uni, and @Harvard. It shows that a gluon interaction many physicists expected would not occur can arise under specific conditions.

https://t.co/EAZhKWacsG

[Smart Money Crypto @Smart_Money]

🚨 Diesen Chart muss jeder sehen der #Bitcoin hält.

@MaxCrypto hat eine Entdeckung gemacht die es in sich hat.

Die blaue Linie ist kein Altcoin. Kein Nasdaq-Index. Kein Gold.

Das ist der iShares Software ETF ($IGV) – ein Korb aus Microsoft, Salesforce, Oracle, Adobe. Klassische US-Software-Aktien.

Und er kopiert #Bitcoin. Seit über 5 Jahren. Woche für Woche. Top für Top. Crash für Crash.

Schaut euch die rechte Seite an: #Bitcoin +25,66%. $IGV +21,60%. Fast identisch. Und beide sind synchron abgestürzt – vom Hoch bei +100% auf unter +25%.

Ich sage seit Wochen: #Bitcoin verhält sich nicht wie digitales Gold. Es verhält sich wie ein gehebeltes Tech-Asset. Gold macht ATHs – #Bitcoin fällt. Gold korrigiert – #Bitcoin fällt trotzdem.

Die Algos der großen Institutionen handeln #Bitcoin wie ein Software-Asset. Gleicher Korb. Gleiche Logik. Gleiche Exits. Die 30-Tage-Korrelation liegt bei 0,73.

Und jetzt der Teil der mich am meisten beschäftigt:

$IGV hat gerade den brutalsten Sell-Off seit 2008 hinter sich. -32% vom Hoch. RSI bei 16 – niedrigster Stand seit über 20 Jahren. In allen 6 historischen Fällen wo der RSI unter 17 gefallen ist, stand $IGV 3 und 6 Monate später zweistellig im Plus. Ausnahmslos.

Gleichzeitig: $1,5 Milliarden Inflows in nur 2 Tagen. 252.000 Call-Optionen an einem einzigen Tag – 5x mehr als das gesamte 2025er-Hoch.

Das Smart Money kauft den Software-Dip aggressiv. Und wenn die Korrelation hält – seit 5 Jahren – dann ist $IGV gerade der wichtigste Leading Indicator für #Bitcoin den es gibt.

Meine These: $IGV bounced → #Bitcoin bounced. Aber wenn sich diese Korrelation irgendwann löst, passiert entweder etwas sehr Gutes oder sehr Schlechtes für uns.

Welches Szenario seht ihr?

[VraserX e/acc @VraserX]

I don’t think people realize how big this is.

GPT-5 is now proposing experiments, executing them in autonomous labs, learning from the results, and iterating.

36,000+ reactions.
40% cost reduction.

This is not software anymore.
This is automated scientific progress.