aayushmannarayan

digital commodity enjoyoooor; researching tokenized deposits & banking

[aayushmannarayan @slayercoredev]

commodities that are purely digital, created into existence via publicly verifiable value creation, can reorient existing real world market structures and in many cases, create completely new markets and assets with their own form of capital instruments

[RG @rgvrmdya]

The wild vision of @reppo

In this next phase of network growth, AI agents will handle all the high-volume execution - publishing, voting, optimizing etc.

I expect that by end of Q3, this concept of manually publishing and voting will completely go away. No one will care there was a web app where you published and voted.

Fully node operated and agentic. High speed competitions.

But RG, wasn't the whole point human data?

Yes- Humans will stay in the loop. Humans experience remains the alpha, the edge.

Humans show up in two ways that actually matter more than clicking buttons -

1. High-leverage economic decisions: how much $REPPO is locked, compute spend budgets for the swarm, underlying model choice optimization, swarm strategy.

2. Things get absolutely crazy when humans just start live streaming their lived expereince to their validator (voter) agent swarm - domain specific real-world preference data (live streams of walking/running, Neuralink feeds, Meta glasses, in persn interactions etc.). All private to your Orquestra swarm.

The swarm then learns your preferences and proceeds to validate data inside Datanets.

Important to note that we are not talking some egocentric data BS, that stuff is already solved.

Agent swarms learning from human experience real time as your swarm mediates datanets on your behalf, printing for you under YOUR economic skin-in-the-game.

Humans experience is the alpha, the edge. Orquestra is just the medium, an implementation detail in the grand scheme of things.

[aayushmannarayan @slayercoredev]

today is the day, get ready bitches

[aayushmannarayan @slayercoredev]

@btchydra187 @ChronisKod I'm prob going to do the same

[Pump.fun @Pumpfun]

the moon is just the beginning

[SpaceX @SpaceX]

Teams are go for launch with a $135 price per share for the SpaceX IPO → https://t.co/HlsF4GxRbI

[aayushmannarayan @slayercoredev]

@RajalingamVivek yeah lfg 🔥💯😀

[aayushmannarayan @slayercoredev]

yeah thanks for playing, a time will come when onchain markets support the lifestyle that everyone actually wants for themselves without depending on anyone they don't really want to

[Senator Cynthia Lummis @SenLummis]

A Strategic Bitcoin Reserve is the most asymmetric bet the U.S. Treasury could make. The downside is manageable. The upside is generational.

[U.S. Central Command @CENTCOM]

The Strait of Hormuz remains open for transit.

[Senator Tim Scott @SenatorTimScott]

Digital assets are part of the future of finance. We can either lead the next era of innovation or be left watching it happen elsewhere.

America doesn't follow - we lead.

[aayushmannarayan @slayercoredev]

@RationalG asian cex incoming 👀

[aayushmannarayan @slayercoredev]

buying more $REPPO

[px @px_721]

think emission based networks eventually become an artifact of the past

paying subsidies and hoping demand arrives makes less sense to me than demand arriving first and funding network participants

$REPPO has already generated ~$32k in fees within ~6 months

people dismiss that number, but thats customers paying to consume the platform rather than the platform paying users to show up

i like tao, but how long did it take for someone to pay $32k to consume the network rather than the network paying out subsidies?

reppos target is the first $500k contract by end of q3 and scaling that beyond $1m by eoy

thats before factoring in additional fee generation from enterprise deals, private datanets, swarms, growing network usage, and the first partnerships emerging from the meta enterprise introductions

all of which will increase network activity, evaluations, access fees and publishing fees

also new robotics datanet with @exylos_ai just confirmed:
- top 1% robotics dataset on Hugging Face
~28k downloads last month

[RG @rgvrmdya]

ICM (Inference Capital Markets) starting to marry VCM (Verification Capital Markets)

As ICM gets us to cost advantages through better model routing and architectures, question boils down to trust -

Who to trust, How to trust?

Short answer, don’t trust - verify.

On chain verification, off chain verification, data verification, process verification -

Verification Capital Markets ⛽️

[The White House @WhiteHouse]

"The United States will be hitting Iran (Whose Navy, Air Force, Radar, Anti Aircraft, and all other forms of Defense, together with most of its offensive capability, are GONE!), VERY HARD TONIGHT..." - President Donald J. Trump

[Senator Cynthia Lummis @SenLummis]

The Clarity Act draws a clear line between digital assets that are securities and those that are commodities. We've needed that line for a decade.

[Video Game History @VideoGameHstry]

7K9D-3XPL-Q8TM-2VNR-5CWF

[Y Combinator @ycombinator]

We're excited about the US CLARITY Act.

We think all YC companies will use crypto technology, like stablecoins, before long. Not just crypto startups, not just fintech startups, but every company.

Here's why this law is such a big deal 🧵

https://t.co/39hENfAIZk

[aayushmannarayan @slayercoredev]

@MuddaKaushik @AvataarVC @peakxvpartners Congratulations! 😀

[The White House @WhiteHouse]

The UNITED STATES of AMERICA CONTROLS the Strait of Hormuz — NOT Iran.

[Taiki Maeda @TaikiMaeda2]

I lost my shirt longing crypto