Laurenz Apiarius 🛡️

Investing in the world of Digital Assets and Compounding Equities. Founding Partner @curiositycap.

[Peter @realpeterjm]

SEDA is right product, right time.

We saw early that perpetual markets need custom oracle infrastructure, far more advanced than legacy oracles and only possible today with SEDA.

It took 2+ years to build this infra, that now makes launching a market possible in seconds.

SEDA is the only oracle with an onchain economy. Every request burns SEDA.

With just 28 markets live, SEDA is already in the top 20 networks for chain revenue, burning ~$1,100 of SEDA every day.

To understand the bull thesis on SEDA is to understand the following:

>The perpetual market will grow 100x in 1-3 years
>Custom oracle infra demand will grow 100x in 1 year

SEDA is at the foundation powering every price update.

[RJ @rjphil]

Big step forward for ZOOP.
CCV backs the platform at a $500M valuation to transform how fans & creators earn, engage, and share in the upside.
Next stop: global launch in Q1 2026.
@ZOOP

[Jerome de Tychey 🦇🔊 @jdetychey]

Today is a new day for crypto adoption and a new chapter for @Cometh begins. Until now, no regulated entity really dared to touch Decentralized Finance.

Most regulated players have relied on workarounds to limit their liability—often using "self-custodial" wallets where the end user is left solely responsible for their own safety.
🇪🇺⛓️‍💥💶
#DeFi #Ethereum (a thread 🧵)

[Kenny Lienhard @kenny83]

So I hear HIP3 burns $SEDA? 🤔

[Peter @realpeterjm]

day one backers. diamond hand holders ❤️🤲

[Laurenz Apiarius 🛡️ @lapiarius]

@CryptoHayes Easy, you are huge fan of Zandile Tshabala's works

[Botanix 🕷️ @botanix]

Introducing stBTC: the Yield-Bearing Bitcoin Standard.

For the first time, you can put your Bitcoin to work and earn raw BTC yield: no tokens, no inflation, no lockups.

Bitcoin In → More Bitcoin Out.

Cold, Hard Bitcoin Yield. In T-24 hours.

[Peter @realpeterjm]

it took +14 months to hit 1 million txs on mainnet

it took 4 days to hit 2 million txs

bullish $SEDA

[jasper @jasperflux]

My SEDA thesis

When people ask me what @sedaprotocol does, I never describe it as an oracle. I describe it as oracle infrastructure.

What might seem like a small semantic difference actually carries a lot of alpha:

Calling SEDA an oracle is like calling Amazon a bookstore.

Amazon's main value prop wasn’t selling books. It was connecting 3rd-party vendors to buyers online. It handled packaging, distribution, and delivery so vendors could focus on what mattered most: their products.

Amazon is a single entry point where vendors could serve the internet economy.

SEDA isn’t selling data. We enable 3rd-party data providers to package and distribute their data to the growing onchain economy. This lets providers focus on what they do best: delivering high-quality data. One entry point where they can serve the onchain economy.

SEDA is a bridge between blockchains and every data source on the internet.

SEDA is the internet onchain.
SEDA is the onchain internet.

[DK eu/acc Free Iran 🇮🇷 @dkcrypto13]

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┻┳| •.•) You can be long $BTC,
┳┻|⊂ﾉ $ETH and $SOL at the
┻┳| same time 🤫
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[Crypto Bubble Top Indicator @Cryptobubbletop]

Bubble Top Indicator

Investing actively since ‘99 and professionally since 2012. Lost all I had in Dot Com bubble, then called 2017 ICO bubble top within a month. I will try to do it again and present to you:

The Systematic Bubble Top Indicator

[DK eu/acc Free Iran 🇮🇷 @dkcrypto13]

Quick shoutout to @RingfenceAI who fair launched their $RING token yesterday on @virtuals_io.

We have been a Day 1 backer of the team and have been impressed ever since with what @whitneygibbs and his guys actually built. They were very early to generative AI, having arranged exclusive deals through @Escher_AI for users to get credits at image generation AIs.

They tackled the question of copyright and payments to creators of data that LLMs use as probably the first company (perhaps world wide), even having submitted a patent on micro-payments to creators for fair use by AI models.

All of this was done while the market was sleeping and the focus was exclusively on $BTC. Basically nobody gave a second thought to altcoins.

They struck a deal with @NEARProtocol who were super helpful with setting them up on the AI crypto arc, connections and infrastructure.

Next, @RingfenceAI built what is easily the most useful of the crypto AI agents in XAVI and launched it on Virtuals with absolutely no help from KOLs etc (a lot of which had invested alongside us, but while altcoins were asleep, they simply did not care to move). Within weeks it was consistently the number 3 agent on chain.

Finally, @RingfenceAI unveiled their now major product: cybersecurity for AI agents. A business model built for revenue generation across Web 2 and Web 3. Not a token pump and dump.

There have been difficult times for this team, just like for all startups in terms of getting funding, surviving the bear market and then the “only bitcoin” market.

Yesterday, to the surprise of everyone (including all of the investors), they launched as a pure fair launch, classic crypto style. The pool was set up, the team bought the treasury tokens on the open market and even after the announcement for a good 10-12 hours everyone had a chance to buy $RING at a lower valuation than anyone got in pre sales etc. 100% fair launch, even the token for investors were bought on open market by the team. You can see on chain that almost nobody knew, no insiders bought a huge bag and even VCs asked in the TG whether their X account was hacked (I asked, too). I believe the “airdrop 25% to people who staked some token for 2 weeks” meta is value destructive for lean teams looking to build products with revenue potential for which the token will hold all the value.

They need to deal with investors who backed them early (such as ourselves) and need to plan to survive. The ultimate stated goal is to buy back all tokens with revenue.

I don’t known if they’ll achieve this, but the team is determined, the launch was exactly like a crypto launch should be (even though airdrop yappers might tell you differently) and the product has potential. Plus, any value will accrue in the token.

So, no idea if this all works, but when we noticed the fair launch below the price we paid in pre-seed, we rushed to buy more, because this is exactly what crypto launches of serious entrepreneurs should
be like. Well done!

Not advice.

[Regular Joe @Regu1ar_J0e]

🏁 Introduction: Meet Ringfence AI

Today, creators face a powerful dilemma: AI can replicate and repurpose your work without consent, while decentralized agent networks lack built-in security. Ringfence solves both simultaneously. With the creation of $RING tokens, this August 7 Virtual Genesis launch and August 8 mainnet/listing, Ringfence takes the stage as the bridge between creator rights and agent-native AI infrastructure.

1. A Creator-First Blockchain + AI Platform

@RingfenceAI reimagines asset ownership: creators upload digital work, which the platform verifies and tokenizes as rNFTs—dynamic, multi-format NFTs that can be licensed for AI training or downstream content use. Every usage triggers automatic royalty payouts, giving artists, writers, and musicians real control—and compensation—for how their IP is used in generative AI ecosystems. LayerZero’s ONFT standard ensures rNFTs remain interoperable across over 50 blockchains.

2. The Immune System for Agentic Networks

Beyond creators, Ringfence serves as the buffs and cooldowns for AI agent systems. It:
Collects ping metadata only (timestamps, routing, behavior patterns),
Builds fingerprint behavior profiles per agent,
Flags agents deviating from baseline behavior (excess pings, spoofing, unexpected endpoint usage),
Sends network-wide alerts on suspicious events,
Implements ringfencing on repeat offenders, isolating them until remediation No code changes or manual dashboards required—just plug in the Ringfence proxy endpoint.

3. The Team & $1.5M Seed Round That Backs It

Led by @whitneygibbs and Dr. Dimitry Mihaylov, @RingfenceAI benefits from deep crypto, AI, and systems architecture experience. The early-stage team secured $1.5M from top firms—Morningstar Ventures and Rarestone Capital leading the round alongside NxGen, Curiosity Capital, Noir Ventures, Spark Digital Capital, and more. That seed funding is what delivered the GitBook litepaper, GitBook release, and imminent $RING launch.

4. rNFT Litepaper: A New IP Token Standard

Ringfence’s GitBook litepaper outlines functionality around:
Aggregating varied content types into one token
Updating assets over time
Setting license rules for AI training and reuse
Perpetual royalty distribution This shifts NFTs from static images into living, modular IP contracts—useful for photographers, film producers, musicians, and writers alike.

5. Timeline & Launch Phases

DateEventPurpose

Aug 7, 2025**$RING Pledge Launch** (Genesis round on Virtuals)Stake $VIRTUAL, engage early, get $RING allocation
Aug 8, 2025Mainnet/Listing Activation$RING tokens become active, rNFT features unlock, agent protection live

The timing creates hype and ensures clear phases for participation and token utility.

6. How to Prepare & Participate

Review the litepaper and full GitBook documentation now.

Engage in Virtuals Protocol (build agent reputation, earn Virgen Points).

Plan to pledge $VIRTUAL on August 7—don't wait till the last minute.

Follow official channels to avoid scams; Ringfence promises quarterly Burning Calls to remain transparent.

7. Why Ringfence Matters Today

Prevents AI misuse of creator assets, with automated enforcement.
Protects emerging agent-native networks in Virtuals and beyond.
Provides creator-first monetization through dynamic, cross-chain rNFTs.

Positions itself squarely within the fast-growing Web3–AI interface—expected to expand into a trillion-dollar opportunity.
Backed by credible team, real funding, and a growing integration with Virtuals, Ringfence is a foundational layer bridging both sides of the AI economy.

8. Closing Thoughts

As we approach August 7, 2025, the $RING Pledge Launch offers the first true on-ramp into the Ringfence ecosystem. With mainnet live the very next day, creators and AI networks will have access to cutting-edge rNFT tools and live agent security, all powered by $RING. Whether you’re an artist, developer, or agent operator—this is the moment to get involved

[octra @octra]

happy to finally unveil octra evm

we’ve quietly been building a fully compatible hfhe+evm stack that keeps the spec intact, but moves all execution into a fully encrypted layer

currently an internal prototype, octra evm will be released open source this year for free use

[Laurenz Apiarius 🛡️ @lapiarius]

@octra How "easy/realistic" would it be to onboard 2-3 Pharma companies to do drug discovery based on their respective data sets? Win win for all?!

[octra @octra]

octra’s hypergraph FHE runs on standard CPUs, so even Apple Silicon laptops can operate as standard nodes.

this unlocks the global encrypted compute flywheel: more usage attracts more casual node operators, driving down costs for everyone.

coming soon.

[SEDA @sedaprotocol]

SEDA is live.

The internet onchain.

[Botanix 🕷️ @botanix]

"No single party, including us, can touch a user’s bitcoin.”

- @WillemSchroe

@Forbes covers the launch of Botanix, the first fully decentralized, EVM-compatible Bitcoin Layer 2.

Smart contracts.BTC gas. Real DeFi on Bitcoin. 👇

[DK eu/acc Free Iran 🇮🇷 @dkcrypto13]

Market Outlook for the second half of 2025

A 🧵👇

(This is not advice, I am a frog on the internet, Orange man can f’ck it all up with one presser)

[DK eu/acc Free Iran 🇮🇷 @dkcrypto13]

$SEDA trades at $36m FDV. All investors are out of vesting.

It is an actually decentralized oracle (every price request burns token), fully permission-less & composable.

Chainlink is an essentially centralized solution with zero need for a token. Zilch. They use it like a fig leaf but you don’t need it for the structure they employ.

@sedaprotocol will be cheaper, directly integratabtle and fully customizable. Plus it is actually decentralized aNd AlL oF tHe FeEs AuToMaTiCaLlY gO iNtO tHe ToKeN.

Mainnet is not even live yet, fees start then. Don’t sleep on this.

Not advice.