CT Surveyor

CT's always fun

[NetNet Capital @NetNetCap]

Shareholders,

TURBO Blackjack is now live at https://t.co/1rGClp3lmR .

For the first time ever, you can play blackjack using 5x NVDA Call Options as your chips at the table. When you win a hand, you win more 5x NVDA Longs.

Asset Ownership of Tomorrow will run through $NET.

[Algod @AlgodTrading]

Tokens with revenue will outperform, dont spend your hard earned money anywhere else

market became smarter, you will otherwise be exit liquidity

[NetNet Capital @NetNetCap]

Shareholders,

Over the past 2.5 days the NetNet Capital Management Revenue has totaled $657,245, or an average of $262,898 per day.

That puts NetNet in the top 20 Crypto Protocols in terms of daily revenue, alongside @MetaMask , @phantom , @ethereum , and @base .

We will add our adapter to @DefiLlama immediately for comparison.

More Soon.

[BOSS @thebeautyofsaas]

the truly exceptional find the work effortless

[Virtuals Protocol @virtuals_io]

Been seeing a lot of questions about what Virtuals is doing in robotics and what it means for $VIRTUAL

(1) Building an agent tokenization infra. and ACP taught us something pretty simple: intelligence gets more valuable when you own the data, coordination, and economic rails around it ($$$ is a plus).

(2) Software AI got unbelievably lucky because the internet was basically sitting there as training data, while robotics has no equivalent and physical AI is only getting bigger.

(3) You can't scrape the internet for someone folding a towel with the exact joint movements, force, camera feed, and mistakes a robot needs to actually learn from.

(4) A lot of useful robotics data still has to be created one physical task, one operator, and one failure at a time.

(5) That made us realize the near-term cash cow in robotics isn't necessarily the robot itself, it's the data required to make millions of robots actually useful.

(6) Hence we built @eastworlds_io, became an official data and deployment partner of Unitree, and now operate Southeast Asia's largest Unitree fleet with 35 G1s and H2s, but what matters more is what we're actually doing with the robots.

(7) Our model is simple: deploy robots in the wild, collect what happens, and use that data to train autonomous policies for real commercial jobs.

(8) We currently have robots deployed from hotel cleaning to agriculture, with a much larger pipeline across hospitality, power, and energy.

(9) Every time a robot fails and a human takes over, that correction becomes exactly the edge-case data that is almost impossible to manufacture inside a lab.

(10) And the math is mathing: G1 teleoperation data sells for around $100 to $300 per hour, while UMI/YAM data sells for around $30 to $80 per hour.

(11) We're generating ~200 hours of teleoperation data a week, selling it to labs building on the G1, and training our own single-task policies on it for deployments we already run.

(12) We like the flywheel: Eastworlds can generate revenue from data today while building the dataset and autonomy stack that makes the entire network more valuable tomorrow.

(13) Our thesis is to build this economy vertically first, then progressively bring the capital, incentives, ownership, and payments around that economy back into $VIRTUAL.

(14) And it's important, since there is only $VIRTUAL

For a deeper dive into our progress, @Shoalresearch put together a great read below on Eastworlds, the robotics industry, and much of what we've been building toward.

[NetNet Capital @NetNetCap]

One of the most difficult parts of building Tokenized Stock Products on Robinhood Chain are stale feeds and handling off market hours on a 24/7 platform.

Excited that @vladtenev is thinking about how to make the RWA ecosystem better for builders.

Be right back with more,
Al

[SimpleFarmer @OxSimpleFarmer]

ERC-6551 accounts (the wallets which StonkBrokers NFTs hold and control) allows us to turn DeFi into an immersive, gamified trading experience that can include twists, yield, and long term value accrual, so we can keep making the ecosystem more interesting.

That being said…

These NFTs can also hold NFTs in their wallets, so 1,658 NFTs were just airdropped directly into the token bound wallets of unactivated, unowned brokers in the Anvil AMM:

→ 173 carry a Yardkeeper
→ 19 carry a Chain Mancer
→ 1,466 brokers now hold a sealed Card Wall NFT
(one of tomorrow's special project deployments) @TheCardWall

Do you want to play a game?

[Pairaw @itspairaw]

Generated $2M with my twitter marketing agency and this is how it works mostly:

Twitter:

- Consumer info
- Tech founders
- B2B operators
- Funded companies

Sales cycles: 1 to 3 weeks
Deal sizes: Average to large

LinkedIn:

- Corporate founders
- Enterprise CXO’s

Sales cycles: 4 to 8 weeks
Deal sizes: Large

For the best results in acquisition: run both.

[Dev Ittycheria @dittycheria]

This article is way too long and uses overly complicated language to say one important thing.

If you try to sell today without understanding a customer’s business, what they care about, or how important the problem is to them, you’ll get poor results.

This isn’t new. The first rule of selling is understanding your customer’s business and their problems. Bad salespeople too often quickly skate past this and spend too much time talking about their product’s features and benefits.

The best ones spend real time on discovery. They learn the customer’s pain, what they care about, who’s affected, and the financial impact of not addressing the problem. Once they truly understand what the customer’s pain is they can be more effectively in tailoring their sales efforts and directing it to the right people. The best salespeople have always done this, and they always will.

[du @thedulab]

For anyone trying to start a business the best advice I can give is to simply shut up and sell. Forget the website, LLC, market research, etc. Whatever idea you have your only priority should be to find out as quickly as possible if people are willing to give you money

Pick up the phone and dial. Get hung up on, yelled at, good. Keep going until someone lets you pitch. Never end a conversation without asking someone to take an action. Make note of every interaction. Even just a couple hours of this is more valuable than literally any other use of time. You will despise how easy it is to learn whether your idea has legs or not

Don't even need to have the product built or created yet. In fact you shouldn't. Your sole obsession should be trying to kill the idea in as many ways as possible so it no longer remains a fantasy in your head that you can artificially prop up through tweaking logos and asking your friends about it and whatever doesn't directly involve the act of telling dozens of strangers to buy or sign up to your thing

If you can't kill the idea then that simply leaves you with no choice but to continue moving forward and wildly succeeding at it. You're going to somehow make your first dollar without ever feeling like you had anything ready and it's going to blow your mind. Then you're going to somehow make a lot more and only then do you start thinking things like "maybe this is a good time now to start putting together a website or figuring out how to pay less taxes and what not"

[Prakash @8teAPi]

Incredible. Jensen is completing the circle.

- Bankers don’t like GPUs as collateral because the depreciation is unpredictable
- It’s unpredictable because a new GPU can obsolete an old one
- Jensen knows his own roadmap
- so he’s offering depreciation insurance to the banks
- the depreciation insurance (up to 25%) helps the banks get marginal deals over the line

Speculation
- Nvidia will also advise the banks on “reference designs” for datacenters that will make them fungible
- Having them be fungible means that the debt can repackaged into Asset Backed Securities, Collateralized Loan Obligations and Collateralized Debt Obligation (ABS, CLOs and CDOs from 2008 haha)
- This allows tranching to get investment grade ratings on the debt so that it can be resold to pension funds and insurance firms
- It also allows the banks to trade idiosyncratic project specific credit risk for sector wide credit risk

So Jensen is trying to get his customers the same cost of financing as real estate rather than venture equity.

This is going to move the data center game out of the VCs and into the big leagues.

[GRITCULT @GRITCULT]

every top tier athlete is taught to use visualisation

every world record is broken in the mind before in reality, every race f1 drivers do - they run it in their head.

arnold Schwarzenegger used to visualise every single rep and every single set in the gym before stepping

[Logan Gott @LoganTGott]

Setting up a LinkedIn Pipeline Engine for a Tech Company:

1. Start with the offer, not the calendar. If you can't say who it's for and what breaks without it, the posting won't matter.
2. Build the voice database before anything gets written. Old posts, YouTube videos, call recordings, so the output sounds like the founder and not like Claude.
3. Decide the next step first. Profile, lead magnet, DM, booked call, and then work backwards into what the posts have to do.
4. 3-4 pillars you talk about, forever. Founders burn out because they treat every week like a blank page.
5. Rotate the format so the same idea gets a few shots. A video that flops as a video will sometimes take off as text.
6. Add proof in. Case studies, numbers, screenshots of what happened for a client, before anyone is asked to book anything.
7. Track pipeline. A post with 400 views that puts two buyers in your DMs is doing its job despite low view count.

[Аргон @argon_delta]

u don't sell supplements.

u charge rent on a feeling.

ur prospect doesn't want collagen, magnesium, or shilajit. they want hope. they want to feel like the better future is still coming.

ur supplement is just the receipt for the monthly hope payment.

once u accept this, ur copy stops talking about ingredients and starts talking about the feeling they get to keep.

CAC drops. retention follows. LTV stretches. the sub model finally compounds the way it's supposed to.

[Аргон @argon_delta]

ur 80-page customer research doc is dead weight.

ur creative team won't read it. it has no actionable structure. it sits in a notion folder forever.

if u give it to AI it fucking BLOATS the context window.

for me,

every archetype gets a 1-2 page doc. 6 fields. that's it:

1. their deep wants
2. their beliefs about the market
3. their beliefs about what they're experiencing
4. why they think it's happening to them
5. what they've already tried
6. their core emotion

every winning angle in ur niche comes from mixing these 6 fields.

if u can't fit ur archetype on 2 pages — u don't actually understand them.

[Lorenzo Valente @LorenzoARK]

CT missed the most important earnings call of the week. It wasn't a crypto company. It was @Cloudflare

Everyone caught the wallet announcement. The real alpha was in the call itself.

Today Cloudflare monetizes the internet through subscriptions: security services, AI platform spend, pools of funds. A mix of SaaS and IaaS economics. The CEO was explicit that AI agents are about to break that model.
Cloudflare sits in front of roughly 20% of internet traffic. Here's what that traffic looks like from the call:

- AI agent requests up 1,700% YoY
- Agents crossed 50% of total network traffic this quarter. First time in history non-human traffic is the majority. Management admitted it happened faster than their own models
- Their projection: if trends hold, non-human traffic outnumbers human traffic 1000x within 5 years

The monetization shift is the key part. The ad-supported internet doesn't work when the visitor is an agent. Cloudflare's CEO answer: block malicious bots for free, charge good agents a tiny fee per request. Fractions of a penny. They want to be the ones defining that layer.

Now the throughput math here:

- Cloudflare handles ~500M requests per second
- They estimate 1 to 10% is monetizable via micro/nanotransactions
- That means 10M TPS on day one, scaling to 100M TPS
Visa peaks at ~20k TPS

The CEO's framing: "we're building this while others compete with Visa." Three to four orders of magnitude beyond card rails. No existing payment network can settle this. It has to be something new.

Two conclusions I keep coming back to:

- Being short L1 throughput is being short agentic workflows. If agent traffic gets monetized per request, the settlement layer needs to scale orders of magnitude beyond anything live today.

- The fee math for L1s flips. Base fees have collapsed across ETH, SOL, everywhere. MEV is getting internalized by apps. Hard to build a base fee revenue case at human scale. But at 10M TPS and $0.001 per transaction, you're looking at ~$315B a year in base fees alone. At 100M TPS the number gets silly.

Stablecoins and crypto are the end-game here for Agentic finance @jerallaire @circle

[CT Surveyor @surveyorofCT]

@fivosaresti outbound

[Khalifa @saleskhalifa]

Yes this is correct

Sales at its core is about helping others win

You do that, and you’ll win

That’s why framing is so important in sales

Everything should be framed through the lens of helping your prospect win

If you get really good at that you’ll make infinite money

[Adam Taylor @adamtaylorl]

This is one of the best breakdowns of written hooks you'll read.

But there's a hook before the hook – and it decides whether anyone even watches your ad.

The first visual frame.

Before conscious attention kicks in, the brain runs a subconscious filter.

It responds to exactly four things:

1. Movement
2. Strong contrast
3. Human (or animal) faces
4. Anything that breaks the visual pattern of the feed

Your copy hook doesn't exist until the visual hook clears this filter.

And it matters more now than ever – Meta's ranking system evaluates your opening frame before your ad even gets full delivery.

A weak first frame doesn't just lose the viewer.

It loses the auction.

Everything he said about open loops applies visually too.

A great first frame is an unresolved image:

- A prop that doesn't belong
- An action mid-motion
- A reaction with no visible cause
- Text overlay opening a loop

The viewer's brain has to stay to close the loop.

Same mechanism as his story hooks – just running 1.5 seconds earlier.

The mistake most brands make is opening on something that looks like an ad.

Polished product shot, perfect lighting, obvious pitch.

That's a pattern the feed has already taught people to skip.

It reads as "sell" before a single word lands.

Then tailor the pacing to who's watching:

→ Younger, colder audiences: 2x frame changes in the first 3 seconds.
→ Older audiences: hold the frame. Rapid cuts read as chaos and they scroll.
→ Match it to awareness level – problem-aware can handle a jarring symptom visual, product-aware wants the offer visible early.

90% of effort into concept and hook – agreed.

Just remember the hook has two layers

[CT Surveyor @surveyorofCT]

@itsalexvacca gtm