TheDeFiWhale

Seeing layer by layer. 🔮
Researching ZK, Modular & AI x Crypto. |
Writing the future of crypto, today. |
Founder of The On-Chain Oracle.

[TheDeFiWhale @mounts_danielle]

@UltimaEcosystem Big move if the bot can actually keep results consistent, that is what people want to see.

[Anthony Pompliano 🌪 @APompliano]

Not enough people are talking about physical AI and robotics.

I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.

He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.

YouTube: https://t.co/aBFxTzP2Kg
Apple: https://t.co/9KnbfWL6Wv
Spotify: https://t.co/ZVRprV7bdT

TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics

[T-Dog 🪽💹🧲 @aeon1414]

Barcelonaeon Meetup – June 19–21!

Already 9 aeons confirmed 🪽

We’ll probably kick things off with a warm-up dinner on Friday evening, then catch up again on Saturday. Coincidentally, it’s also the same weekend as the famous Sonar music and cultural festival…

If any of you feel like joining us, don’t hesitate to reach out. It’ll be a great opportunity to discuss future projects, strengthen connections within the community, and simply enjoy a good time together. 🪽

See you in Barcelona! ❤️

[Ansem @blknoiz06]

new thesis: alt season while bitcoin chops itself to death, peak froth in 4-6 weeks before bottom falls out on majors & we make new lows

[Koroush AK @KoroushAK]

Most Trade Psychology content is vague and unclear.

But it all boils down to this:

Ability to Stick to Rules = Willpower - Aversion

That's all Trade Psychology is.

If Willpower > Aversion we will stick to our trading rules.

If we stick to trading rules we make more money.

To improve you can either

- Increase Willpower (sleep, meditation, diet exercise)
- Reduce Aversion (I'm releasing a guide on this soon)

I've worked with 100s of traders, 90%+ of them struggle more with psychology than building an EV+ strategy.

[Mayne @Tradermayne]

Most firms payout terms are brutal.

Confusing and sometimes even punishing once you finally manage to withdraw.

Breakout traders get paid out when they want and how they want.

Our rules are the industry’s best.

Use code MAYNE at checkout for a discount.

[Financial Times @FT]

Anthropic offers EU access to Mythos https://t.co/uD61itlbfW

[Lunar Strategy @LunarStrategy]

Monad Blitz AI Hackathon is 6 days out ⚡️

The agenda looks stacked: workshops in the morning, 6.5 hours of heads-down hacking, then pitches, judging, and prize presentations

This one fills fast. Register now or miss it ↓

[TheDeFiWhale @mounts_danielle]

UTrading trading ULTIMA and BTC makes sense as a product choice. BTC gives the core market pair, ULTIMA connects the bot to the ecosystem. At least the supported assets are clear, not hidden behind vague “AI finds alpha everywhere” language. #TradingBots

[Elite Crypto @TheEliteCrypto]

When do we get a real meme season again?

CT feels way too serious lately.
Need random 500% candles, frog coins outperforming fundamentals, and timelines full of irrational optimism again 😭

Life been missing that kind of excitement.

[Koroush AK @KoroushAK]

Every Trader needs to use Claude.

In this guide you’ll get:

- My trade journal review strategy
- Custom Claude commands (automate it)
+ My 2026 free trading journal

I’ve included a cheatsheet too

Enjoy.

[Digital Asset News @NewsAsset]

The Real Reason Traditional Markets Are Holding While Bitcoin Bleeds https://t.co/ZebyXN2bx0

[JAKE @JakeGagain]

Bring On The solana:5UUH9RTDiSpq6HKS6bp4NdU9PNJpXRXuiw6ShBTBhgH2 Green Candles.

[CRG @MacroCRG]

Binance spot CVD interesting here

looks like this could be some v nice absorption into that low

[Aes @AesPoker]

I'm assuming this is mostly rage-baiting hyperbole, but it's still worth drawing the distinction here, especially given how new onchain vault products are and how few people have actually looked under the hood.

The hedge fund comparison breaks down at the part that actually matters, which is custody. A fund manager holds your assets and moves them around at their own discretion. A Morpho vault curator never touches the deposits at all. The smart contract holds the funds, the protocol enforces the rules, and the curator only sets parameters. We could disappear tomorrow and your money would sit exactly where it is, governed by code anyone can read.

And it goes further than custody. The Guardian role on our @SteakhouseFi vaults isn't us, it's the depositors, all of them in aggregate. If Steakhouse proposes adding a new collateral, any depositor can start a vote to veto it, and we set the quorum deliberately low so it only takes a small fraction of them to block it. Nothing gets slipped in behind your back. New collateral sits behind a timelock, so if you don't like what's coming you can either help vote it down or just withdraw before it ever goes live. You would have to wait until the next investor update to learn about mandate drift in a hedge fund. Here you get a vote and an exit before anything changes.

What curators configure is asset backed lending, with transparent and strongly enforced constraints. Every position is a loan against posted collateral, with a published liquidation loan to value, a named oracle, a defined rate model, and hard supply caps. It's hardly a black box though I concede it can be hard to parse and compare. It is, however, evidently not opaque.

Compare that honestly to a credit hedge fund. There you get a quarterly letter, marks you can't independently verify, concentration you can't see, unilateral discretion, and a manager who is literally holding your money. With a vault you get every loan, every allocation, every realized loss, and every fee, live, queryable by anyone, enforced by code instead of promised in a pitch deck. It's not less transparent than a fund. It's dramatically more.

You are right that the data can be scattered and that nobody has fully packaged it yet. That is absolutely a frontend and user experience problem. We also believe it is eminently fixable and our philosophy is to show our work and maximize the constraints we operate our vaults with.

The reason we build onchain is to put more transparency into a system that has spent decades getting good at the opposite. We're not perfect and there's considerably more that needs to be done to achieve that, but we believe we're on the right trajectory.

[Giveth @Giveth]

🛡️ The results for the @thedaofund’s Ethereum Security QF Round are LIVE!

This historic round is closing with a HUGE last minute contribution:

@wintermute_t has added $200K to the matching pool 🔥

Wintermute is a well known liquidity provider, and one of the leading supporters of Ethereum security, in fact exactly a year ago today they donated $1M to @_SEAL_Org.

This year they teamed up with TheDAO, @Quantstamp & several other community partners to allocate over $1.6M worth of funding to Ethereum Security Public Goods 👇

[Alex 💹🧲 @Alex56911360]

I was too young and dumb to realize what BTC was all about in 2015 but now in 2026 I will not make the same mistake.

#spx6900 is the next BTC. The sooner u realize this the better.

U can buy 3 coins for dollar ATM.
In 2036 we won’t be able to afford a full coin!

[Titan Builder 🌕👷‍♂️ @titanbuilderxyz]

1/5 PropAMM volume on Ethereum is starting to ramp, hitting $1M+ in the last week alone.

[TheDeFiWhale @mounts_danielle]

@UltimaEcosystem Nice to see the network upgrade, this could be the kind of change that quietly sets up a stronger run later

[mert @mert]

books are crazy because they're like twitter except the posters aren't retarded