Schumpeter

conservativ / austrian economist

[Plata @platacrypto]

https://t.co/joeOtyHTO5

[Uniswap @Uniswap]

https://t.co/anZmnSFW3j

[sir slurp (hoodie season) @InspectorSlurp]

nice to hear the gigabrain behind $SZR @Furyoku0x1 talk in public

[SK3LPIT @sk3lpit]

px402 v2 is coming.

The official @PRXVTai account just dropped a clean reminder of the problem: every standard x402 agent payment is fully public - balances, counterparties, strategy, everything exposed.

Nearly a million agents. Hundreds of millions of transactions. All on display.
px402 has been solving this since v1 by keeping agent payments private. Now v2 is on the way - faster, leaner, and built specifically for agents.

From what we’ve gathered, the focus is on:

-Making private payments as simple and low-friction as possible
-Cleaner private balance management
-Stronger privacy under the hood
-Better performance
-Alignment with the latest x402 standard

This is one of the more important pieces of the BLACKBOX puzzle. Private agent payments need to be seamless if agents are going to handle real value at scale.

Quiet periods don’t mean nothing is happening..Keep building.

PRXVT era

[47 @deadshotXBT]

v4 hooks are the rage right now and $BACKED is a hidden gem that's sitting around 170k mcap

$BACKED is a fixed-supply token on Robinhood Chain whose sole purpose is to sit on top of a growing vault of real tokenized blue-chip stocks. Every trade of the token forces the purchase of more of those stocks. You can redeem your tokens at any time for your exact share of the actual equities. However, every redemption also forces a 5% fee which is used to burn $Backed tokens. That single design creates a rising hard floor. Price can fluctuate, but the token is structurally prevented from going to zero. Let me explain:

Trade Tax
A Uniswap v4 hook takes a clean 3% fee in ETH on every buy and every sell of $BACKED. 100% of that ETH is sent straight to the vault Automatic Stock Accumulation A keeper converts the ETH into tokenized stocks via Rialto (Robinhood Chain’s primary stock venue). Those stocks are locked in the vault permanently. No one - not the team, not the keepers - can withdraw them

Redemption
Any holder can burn $BACKED and receive their pro-rata slice of the entire vault (stocks + any pending ETH) in-kind, in a single transaction. A 5% redemption fee stays in the vault, making every exit accretive for remaining holders Supply Dynamics Total supply started at 1,000,000,000 and can only decrease. Redemptions burn tokens. Fewer tokens against a growing (or even stable) vault means higher backing per token over time. Around 50m tokens (5% of supply) has already been burned

The protocol has demonstrated all this in real time: the vault has accumulated nearly $47,000 in actual stocks while supply has begun to shrink through redemptions. Because the token is fully redeemable for real assets, arbitrage pins the market price to the vault value. If $BACKED ever trades below its on-chain backing, anyone can buy it and immediately redeem for risk-free profit. That pressure keeps the floor alive. Meanwhile the floor itself rises through two forces: Continuous stock purchases from trading volume and natural appreciation of the underlying equities. Brilliant

Every new product strengthens the same core promise instead of competing with it. Backed is not limited to the 3% trade tax. Prediction markets (the first native ones on Robinhood Chain) send fees into the vault. Perpetual futures (with up to 50x leverage) route the fees into stock purchases. Governance lets holders vote on which stocks the vault should buy next

Most tokens either distribute value outward (i.e. $Index) or live entirely in crypto circularity (hooks, gachas, pure monetary experiments). $Backed does the opposite. It captures speculative energy and converts it into permanent, verifiable ownership of the exact assets the chain was built to host.

0x7168563b0e70124f0c7c0cf2f13a8d1861baf4a5

[Ferr @dontbuytops]

$LO0P is looking really good

Will post a thesis later today.

@lo0pio

[lordr @lordr_eth]

study $szr

[Kingmaker @kingmakerxbt]

New Arc Alpha Projects Watchlist

Since Arc bridge already live, let me share new watchlist for Arc chain projects.

@Orixaxyz - Orixa NFT, wallet submission is available on their discord, if you hold pass holder, gtd, and wl role don't forget to check.

@debutdotfun - Seems like good team behind it, also found the good alpha from one of sharp trader. They will launch a launchpad as well.

@circleonarc - The timing on their tweets, good narrative and design increased my intuition a bit, I'm bidding this because I used to win on @timecointempo and @pingobserver.

@CCTP420 - Good narrative, I'm bidding on this for the same reason as circleonarc.

@a402finance - Agentic payments on Arc, could be a good utility coin play

Removed some projects, only bidding on ones that looking good.

More Arc Alphas: https://t.co/hRKQSggUoM

Screening Arc Tokens:
https://t.co/ZpFr9s3OmK
https://t.co/3sHavckabE
https://t.co/o6t5lUvKmk

Explorer:
https://t.co/VxAxOQMzNn
https://t.co/ei1RPDWbND

Arc Bridges (0 fee, if you don't want to spend 2-3% fee):
https://t.co/q3DZTYIS2J
https://t.co/McAJrwKRpb (Requires coding)

Arc New Pairs: https://t.co/h4LKYifKHm

---

For bridging: There's no single best or fastest Arc bridge, it depends on the gateway wallet.

Sometimes it takes 30+ minutes to bridge, so the better option is whichever one has no fees.

Paying a 2–3% fee on larger amounts is way too expensive, especially when you can just code it yourself using Claude Max.

Imagine having Claude Max that does nothing because you decide to bridge on someone else product (that made by deepseek) and pay extra fee.

[Kyle @zeroxkyle]

what the fuck is happening in the Asian continent

[The Icahnist @TheIcahnist]

How to Buy a Billion Dollar Conglomerate with 1 Percent of the Money

Bernheim's signature invention was the cascade holding.

The mechanics work like a pulley system, and each floor multiplies the force from above.

[WallStreetBets @wallstreetbets]

privacy is gonna be a much bigger conversation over the next few years

[Daes @0xDaes]

Posting my $SZR thesis I published earlier on @ggdotxyz https://t.co/ADONXo5soJ

[Rune @RuneCrypto_]

https://t.co/DX49YFqo2T

[WallStreetBets @wallstreetbets]

options onchain on hyperliquid? 👀

[NΞO @NeoCallss]

I still don't know why people are buying tokens on Dyorswap while there are hundreds of witnesses saying they have already been rugged by them. Meanwhile, the official DEX of the chain, which the team itself says is the official one, has tokens with good liquidity and no one is paying attention

https://t.co/9Ap9EKhlBP

https://t.co/BZScB9rVeK

[StandartXBT @StandartXBT]

$703,584 USDC stuck on @Arc which is 14 times more of actual USDC supply there

since last snapshot I traced another 428 canonical burns:

> $23,845 from Ethereum
> $18,885 from @base

Arc currently has only $48,669.45 of total USDC supply. there is 14.5x more USDC waiting outside the network than circulating on it. this is real capital already burned on source chains and waiting for the destination path to open

that liquidity vacuum created a market for shortcuts. playgroundbridge[.]xyz appeared claiming users could bridge USDC from Ethereum and 70+ chains to Arc while paying a 3-25% “demand premium”

I pulled the client and tested it

0 wallet-provider calls
0 transaction submissions
0 API requests
0 contract / approve / transfer path
clicking Connect wallet produced no request, dialog or state change

its quote still renders because the premium is generated locally from a Math.sin() hash of the current 3-minute UTC bucket. the “recent activity” feed is also generated inside the browser from static chain names, pseudo-random amounts and minute buckets, then automatically marked completed

there is no executable bridge path in the client I audited. I found no wallet-drainer path either: the button was simply inert

until @arc or @circle publishes an official route, verify the source burn and Arc destination receipt yourself

[Sidoor @Sidoorxyz]

Auto Snipe is LIVE on Sidoor 🎯

Set it once. Sleep. The second Arc's bridge opens, we auto-bridge your USDC and snipe your selected tokens for you

Your funds stay in YOUR wallet until the gate opens

[Nest @NestUSD]

Imagine the next decade

Every stock, ETF, bond, commodity, and equity index onchain. Every wallet holding real assets instead of synthetic wrappers. Every dollar productive by default

Someone has to build the layer that turns that world from a category into infrastructure. That takes tokenized equities and turns them into working capital. That routes value between every asset class and every application. That gives the next billion people the ability to hold, borrow, spend, and earn on their equity without ever leaving their wallet

Nest is that layer

We started a month ago with the productive stablecoin. Last week we shipped leveraged equity tokens (2SPY, 2QQQ), and soon equity baskets. Then a full mobile neobank, EVM deployment, white-label infrastructure for every fintech that wants a productive dollar backed by real assets

Every asset that gets tokenized needs a productive dollar backing it. Nest is building that layer on the chain that already ships 96% of the tokenized equity flow

The endpoint isn't a stablecoin, it's the plumbing for how the world holds, borrows, spends, and earns on real-world assets

[Coringtons @coringtonite]

Another 100x Incoming $FEFER

BANGERS AFTER BANGERS!!

28k > 2.3m