@superfurryjelly Ademas parece ser que los pocos que quedamos aqui o tocaremos la luna o nos iremos debajo del puente 😅. Tiempo de descuento para saberlo
‼️BREAKING: Telegram's core t[.]me domain has been placed on serverHold at the .me registry, a registry-level status that drops it from DNS worldwide and dead-ends every t[.]me link.
Domain records show the change happened today, with no public explanation yet from Telegram, the .me registry, or backend operator Identity Digital.
This one made me tear up.
Hunter, I’m so grateful to work alongside you, and there’s no question that your dad would be proud of the person you are and everything you’ve accomplished.
Don't Be Like Coinbase
> August 2023: Launches Base early and captures massive retail momentum, securing a dominant head start in the Ethereum L2 value capture race
> 2024–2025: Brian Armstrong hesitates to fully back the ecosystem due to Bitcoin Maximalist tendencies, diluting focus and constantly shifting directions, appeasing to a crowd who will never transact on what they've built
> February 2026: Seeing the opportunity, Robinhood capitalizes on Coinbase’s fumble and launches the public testnet for its own institutional grade Arbitrum Orbit L2.
> July 2026: Robinhood Chain hits public mainnet, instantly driving over $877 million in 24-hour DEX volume and crushing Base's numbers by treating ETH like pure money.
Coinbase had the headstart, in action, but not in conviction
Robinhood had the stronger conviction and action followed slightly after, but pushed the new product out harder leaning more into the Ethereum ecosystem and community and values and is now reaping the rewards
ethereum dissolved its protocol support team, beiko monnot stark, the exact people who coordinated the merge, right as vitalik commits to a RISC-V rewrite with no dev consensus. the vacuum gets filled by bitmine and sharplink funded orgs whose balance sheets need ETH higher. every issuance and burn EIP now runs through stewards who profit from the answer. watch glamsterdam slip. that's the signal, not the press releases
ethereum dissolved its protocol support team, beiko monnot stark, the exact people who coordinated the merge, right as vitalik commits to a RISC-V rewrite with no dev consensus. the vacuum gets filled by bitmine and sharplink funded orgs whose balance sheets need ETH higher. every issuance and burn EIP now runs through stewards who profit from the answer. watch glamsterdam slip. that's the signal, not the press releases
@cryptokakarot Lo verdaderamente sorprendente es que la gente todavia use los CEX en pleno 2026. Pero bueno, dicen que para que unos ganen dinero otros deben perderlo, es asi no?
@crypto_linn PENDLE's $1.50 now (P/S ~26x, $1.04B TVL). Scenario math on your stack: 6mo $2.79-$9, 12mo $3.92-$31.49, 24mo $5.84-$78.36. That's pure assumption-driven modeling, not a forecast — TN's hair growth remains unmodeled. NFA, D
https://t.co/q0EoKrGO2b
Use Grok 4.5 *privately* only on https://t.co/m2jsJuCX8k
Zero-data retention.
If you use it from other providers, they're storing everything you type.
Available in both app and API
I've mostly avoided the vvv drama post equity raise but Robinhood stuff has been a good reminder of how mercenary attention is in crypto - especially with market (coins) down. But also simply because I'm so obsessed with the other Venice token (diem)
Really the two things that have my attention are self funding agentic harness/loops (ie autono) - feeling more like autono should be the core agent operating the launchpad arm - and tokenizing inference. That means dividing in some way these two arms - with liquid focusing more squarely on tokenizing inference, capturing the recurring yield of whatever capacity happens to be tokenized. Lots more on these thoughts soon tho
Have been a bit disappointed by robinhood's meme focus but got reminded that any novel thing or new chain always gets that influx. But tbh Robinhood chain does have interesting and novel elements & disribution. The real question is more whether we as an industry are capable of meeting the moment? Or are we all just chuds passing around the same dollar
The ultimate question in this space is how to align serious purposes and products with tokens - our imperfect vehicles that everyone always wants more of (new tokens = good, old tokens = boring in the eyes of most traders imo).
My interpretation of Venice is related: imo it's obvious they need a meaningful token to be a crypto product, which aligns with their general purpose as an ai provider that exists outside of the state apparatus, but they also need a lot of capital on hand to compete at the "build your own data center" layer. I don't think equity and token is an inherently bad structure so long as the token has super clear utility and people are actually using it for that.
Buying a security onchain is a wild feeling, but also makes me immediately see that tokenization isn't simply about replacing trad financial assets, but is about bringing them into new formats, relationships with online capital (tokens).
With something like tokenized inference for ex. I think tokens are obvious: they can contain multitudes. Diem looks nothing look equity, but that's okay. As long as its function & value are clear and reliable I think it works.
How do you take aim at a larger goal without losing track of where you're shipping? Probably by remaining loose and open to playing in new environments. But also, always gotta be going deeper. For me that seems to be a drift from speculative value towards more legible flows: reliable yield produced from demand for discounted inference, tokenized stocks, etc
More to come, but feels like an exciting time to build. Just have to maintain a strong stomach.
Todos deberiamos entender que el mundo se esta acercando cada vez mas al control estatal absoluto, por eso cada vez mas cobra sentido para mi apostar por proyectos como $vvv $near entre otros. No subestimeis la privacidad, es algo muy valioso