r4

[Nest @NestUSD]

Nest vault just entered the top 20 holders of @xStocksFi's SPYx token

Three weeks ago it held zero, today it sits alongside the largest tokenized SPY wallets on Solana

The productive dollar for tokenized stocks is real, it's being used and it's scaling

[Nest @NestUSD]

Every stock you already hold can do more than sit in your wallet

Nest lets you post tokenized US equities as collateral, mint nUSD at 3% APR, and stake for ~6% APY. The equity stays, the dividend flows through, the dollar earns

The productive dollar for tokenized stocks

[Ansem 🐂🀄️ @blknoiz06]

which are the best bets to make to get exposure to the tokenized stocks trend on solana?

solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy
solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL
solana:68Nq68CrtLVpyvK5Un7UADiNczaGf39hBbj3diRsYj6D

am sure im missing some

[Rune @RuneCrypto_]

Nest TVL growing

$843K already

@NestUSD

[Nest @NestUSD]

Every dollar of nUSD in circulation is backed by $1.50 of real reserves across three sources

$791,000 total TVL, with:
- $414K in PSM USDC (52%)
- $235K in tokenized equity collateral (30%)
- $143K in @MeteoraAG LP positions (18%)

$526,000 of nUSD in circulation

The $NEST token sits at $11.5M FDV, $4.59M market cap, and $1.64M of liquidity on the @MeteoraAG pool. snUSD continues to pay ~6% APY from real protocol revenue

Season 1 runs in parallel. 100,000 points distributed pro-rata every day across snUSD, nUSD, CDP debt, and Meteora LP positions. $6,000 weekly stablecoin rewards for @MeteoraAG NUSD liquidity providers

Two weeks in, the protocol is shipping, the dollar is being used, the wallets that showed up first are getting paid

All verifiable at https://t.co/L4DgP8odR0

[Nest @NestUSD]

Two weeks ago, there was no stablecoin backed by tokenized stocks

Today, NUSD lives on @solana:
120 users holding $588,000 TVL backing $439,000 $NUSD circulating, with 9 collateral types live

2 NUSD @MeteoraAG pools live with $110,000 TVL between $SOL, $USDC and $NUSD

32,800 $NEST burned via daily buyback from Nest's stablecoin surplus revenue

How we got here, in a few tweets 🖇️

[Ansem 🐂🀄️ @blknoiz06]

nest is cool, and likely one of the best ways to get exposure to the tokenized stocks meta occurring on solana

allows people to borrow against their stocks for stables and use those stables to do other things onchain, honestly prob better than borrowing against most crypto bc less volatile and easier to manage downside

[Kamino @kamino]

@blknoiz06 @NestUSD Onchain Capital Markets

[Jérôme Mercier @djedjex]

W2: the trap that catches what the ocean hides.

Last week, rotating drum. Conveyor. Dual slots.
The contradiction was wide open, no solution in sight.
A flap. One moving part. That's it.
Geometry that works in one direction and locks in the other.
The tentacle pulls through, the flap scrapes the microplastics off on the way up, they drop into the collection chamber.
Sealed.
Contained.
Gone from the ocean for good.
No net. No filter.
Just a flap that understood the assignment.

The trap doesn't negotiate. Whatever enters the chamber stays there.

This is part of the nervous system of Small Thing. One of three collection systems on ST-001.
The one that reads what hides under the surface.

Next week, W3. The signal that fires before the damage does...
Eyes open, crew ! 🌊

Raw internal exploded view⬇️

[Small Thing @the_small_thing]

Somebody's gotta do the dirty work.

[Jérôme Mercier @djedjex]

5 weeks. No whitepaper survives saltwater.

W1 a mechanical contradiction in silicone.
W2 the trap that catches what the ocean hides.
W3 the nerve that tells you when you're sinking.
W4 full throttle. taking the helm. open water.
W5 not everything comes back from 100m.
Deep end only 🌊

[Small Thing @the_small_thing]

The ocean doesn't care about your roadmap.

We don't either.

[Small Thing @the_small_thing]

Small Thing is ACP ready. 🤖
Fleet status. Mission data. Plastic collection metrics. Ocean coordinates.
All queryable. All composable.
Agent wants ocean cleanup intel ? We got you. 🌊
@the_small_thing x @virtuals_io

[Small Thing @the_small_thing]

Our team has finalized the electronic integration architecture for our autonomous marine robots, a key milestone in ensuring reliability under real-world conditions.

The selected solution is built around a high-performance sealed enclosure combined with secondary circuit protection, delivering both maximum robustness at sea and ease of maintenance. This approach, validated through a strict industrial testing protocol, is designed to be directly industrializable and to support the continuous evolution of our systems.

Recent achievements :

- The engineering team defined and validated the waterproofing architecture for our marine robots, adopting a “Dry Pod” approach: all electronic components are enclosed within a certified IP68 hermetic casing (fully resistant to immersion).
- A dual-protection strategy has been implemented: the sealed enclosure acts as the primary barrier, complemented by a protective conformal coating on the printed circuit boards, ensuring that a micro-leak does not immediately result in system failure.
- The architecture integrates active condensation management (a natural phenomenon caused by temperature variations in marine environments) through specialized breathable membranes and internal humidity sensors.
- All materials in contact with the marine environment were selected for corrosion resistance: tinned copper wiring, marine-grade stainless steel fasteners, and sea-certified connectors.
- A rigorous testing protocol has been established, including vacuum testing, 30-minute immersion tests, thermal cycling, and bubble leak tests, ensuring reliability before any field deployment.
- The design prioritizes maintainability and scalability: unlike electronics encapsulated in resin (which are non-repairable), our architecture allows for servicing, updates, and module replacement.
- The battery is housed in a separate sealed compartment, reducing risk and simplifying field maintenance operations.

[spyzer @spyzer]

$ST is back with a banger. Released a teaser video of their commercial robot. Here’s why this is one of the most assymetric opportunities investment wise ;

There are not many hardware robotic companies out there, even less with a crypto token you can buy. The robotic industry is basically what the AI industry was 10 years ago- infinite demand with very low supply until ChatGPT went public, AI got trending everywhere & early investors made bank.

@the_small_thing is building autonomous physical robots that clean the oceans. Officially backed by Marseille (big city in France). They are being adviced by people elite in their respective field and are releasing token utility details soon.

One mistake they made was not posting frequently, leaving their investors in the dark on what’s happening. The founder also made a post today on this topic and said they’ll be posting on a daily basis now > more mindshare/transparency about what’s getting built to fix the fact that everything is quite fuzzy for now. Check @djedjex account for that post.

+ Robotics is not ‘trending’ yet, so the trade is definitely there. Virtuals team also hinted at pushing this narrative.

I’m positioned (not on fomo but on hardware wallet) & will post more about this project as I believe the most assymetry in long term trades is in robotics, there is little supply of robotic companies (even more so good teams going into crypto) and here it actually is a good team with capital/connections to make this a succes.

TA wise chart looks amazing as well.

[Addicted @Just2Addicted]

Current holdings and conviction level for each:

High :
- $VIRTUAL
- $ST
- $CODEC

Mid :
- $CRABS
- $DUPE
- $HABITAT
- $CPT

Low :
- $SINGULARITY-ENGINE

[Jérôme Mercier @djedjex]

Over the last few months, we've been working intensely behind the scenes.
The focus wasn't on communication. It was on structure.

We onboarded several new contributors across engineering, operations and strategy. The team is stronger, clearer in its execution, and aligned on short-term delivery.

Over these past months, I've met all kinds of people around this project. Curious minds, deep tech enthusiasts, complete beginners, strategists, and like any project, the moment you start talking about what you're building, you always meet the ones who already know everything about everything (it's a universal law at this point 😅).
But here's what I noticed:
The people who stick around aren't here because the project sounds interesting. They're here because it gives them something they weren't expecting... purpose.
Marketers, advisors, engineers, people with zero technical background, nobody was asked to just do a job. They were asked to care. And when people work with heart instead of obligation, everything hits different.

From now on, communication will be much more frequent and consistent.
I'm entering full founder mode, meaning regular updates, transparent progress, and direct insight into what's being built.

On the product side:
V1 is ready.
This is not a concept iteration anymore. The first operational version has been finalized and tested internally. We'll keep iterating, v2, v10, as many as it takes; but the foundation is solid, validated, and built for what comes next.

Regarding deployment:
The City of Marseille continues to support our initiative for local deployment.
Discussions and coordination are ongoing to ensure regulatory and operational alignment. This remains a key milestone for us.

On the token side:
$ST utilities will be presented soon. Clear mechanics. Clear purpose. Built around real-world activity, not speculation.

Thank you for your patience over the past weeks.
We're not here to move fast and disappear.
We're here to build something that operates in the real world.

Sea you soon ❤️🌊

[Small Thing @the_small_thing]

The engineering team finalized today the technical backbone of our marine fleet management platform.

The robots can now transmit their environmental data in real time to our infrastructure, which organizes it by type, location, and collection session. At the same time, the collaborative mission system paves the way for structured partnerships with NGOs, enabling coordinated collection operations across defined geographic zones.

Recent achievements :

- The core API for managing the marine robot fleet is now fully operational, with around thirty available features.
- A three-tier security system has been implemented: separate authentication for human operators, robots, and our fleet coordination agent.
- Robots can transmit up to 1,000 sensor data points in a single request (temperature, sonar, salinity, GPS position, etc.).
- A collaborative mission system allows NGOs and partners to define collection zones, with task assignments distributed to participating robots.
- The API’s technical documentation is automatically generated and includes a visual interface to test each feature.
- The infrastructure is built for reliability: data is never lost during server restarts, and every sensitive action is logged in an audit trail.
- First successful end-to-end test completed: temperature and sonar data collected from coordinates in the Mediterranean Sea.

[Small Thing @the_small_thing]

We’re proud to welcome Christophe Castaner as Advisor to Small Thing.
Former French Minister of the Interior and current President of the Grand Port Maritime de Marseille, he brings unmatched experience in governance and large-scale infrastructure.
Institutional depth meets ocean robotics.

[Crypto Futur @crypto_futur]

@the_small_thing Le teaser à la Netflix 👀