Alex Ledger

Crypto narratives before the market prices them in.
Since 2019.

[Alex Ledger @TheAlexLedger]

The next crypto cycle will not be about smarter AI.

It will be about who controls the money when AI, machines and tokenized assets start moving it.

[Axis Robotics @axisrobotics]

A new scaling paradigm for robotic model training: from raw trajectories to reusable, composable and distillable skills.

Read the full blog: https://t.co/fHQHia3ULZ

Three findings from our latest experiments:

• Embodied RSI: the deployed policy generates real-world data that trains its stronger successor (22% to 52%).

• A lightweight proxy model scores trajectories by utility and coverage, so a filtered subset can beat the full pool.

• Expert models reach near 100% success for $5 to $10 in compute per task and can be chained into long-horizon behaviors.

What Axis scales is a continuously expanding library of robotic capabilities that can be produced, composed and distilled into general-purpose models.

[Alex Ledger @TheAlexLedger]

@Verona says the biggest announcement of the year drops on the 28th.

Curious what they're actually cooking.

Founder session breaks it down on the 29th.

[Verona @verona_dev]

On Monday, Verona makes its biggest announcement of the year, and the next afternoon our team will walk you through it in person.

We're hosting on September 29 at Spark Plus Seolleung, with @GoKiteAI, @AethirCloud, @openroboto, and @De1_ai as co-hosts.

[peaq @peaq]

2,000,000+ machines activated

→ 15,000,000 $PEAQ bonded to run them
→ 0.59% of the supply taken out of circulation

🔗 https://t.co/kEaGLuYsHD

[Alex Ledger @TheAlexLedger]

@GeoApo13 @peaq @MartinElKhouri The pieces are starting to connect

[Alex Ledger @TheAlexLedger]

@peaq is not slowing down.

Doosan partnership. Machine onboarding. https://t.co/VsSCUMDj5O. And now a livestream with @MartinElKhouri to top it off.

This is what building the machine economy actually looks like.

[peaq @peaq]

Looking for more info on today's Doosan news, machine onboarding, @machinedotfun, or what's next for peaq?

@MartinElKhouri has all of that lined up for you on @MCGlive later today👇

[Alex Ledger @TheAlexLedger]

A robot can move, see, and think. That's not new.

What's new: it can now prove what it did, and get paid for it.

Doosan just wired its robots into that rail. $PEAQ.

[peaq @peaq]

BREAKING: peaq and Doosan Robotics, one of the world’s top 5 collaborative robot makers, enter Physical AI partnership

Doosan and peaq are working to enable easily financeable robots that monetize their spare capacity

The first Doosan robot is already running peaqOS 🔥

Doosan Robotics is part of Doosan Group, South Korea’s oldest company, with robots deployed in 45 countries

[Zama @zama]

Yes, and THIS IS IMPORTANT.

Payments. Payroll. RWA. Treasury. Trading desks. Wallets.

Any product where public balances are a liability can run on Zama.

Under the hood: balances and transfers are encrypted, and it stays fully composable. No separate chain, no trusted intermediary. If you can write a Solidity contract, you can write a confidential one.

Confidentiality is becoming core infrastructure for the onchain economy.

Build on it: https://t.co/RL1j3x1Z64
Talk to us: https://t.co/A14s6FxqQz

[Babylon @babylonlabs_io]

.@aave reported v4 deposits above $900 million, just under six months after launch.

Unified liquidity and a capital-efficient Hub and Spoke design of v4 made that possible.

Native Bitcoin-backed borrowing is coming to Aave v4. No wrapping, no bridging, and no intermediaries.

[RWA Foundation @RWAFoundation_]

.@plumenetwork’s distributed asset value is up 17% over the past 30 days, reaching $180 million.

Via @rwa_xyz.

[Rand @randhindi]

https://t.co/qhDo80z4lQ

[Alex Ledger @TheAlexLedger]

@zama This is how RWAs get real.
Privacy first. Size follows.

[Alex Ledger @TheAlexLedger]

Privacy just got its first real balance sheet.

16 confidential vaults. Wintermute, Bitwise, RockawayX.
$40M in seven weeks.

Zama.

[Zama @zama]

Confidential DeFi at scale, live today.

Zama is the fastest growing confidentiality protocol for onchain finance.

Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on @Morpho.

The same trusted curators and strategies that institutional capital already uses, now with confidential entry.

Alongside the vaults, the Zama Confidential Swap Protocol goes live. Swap between confidential assets without exposing intent or size.

Curated by: Armitage by @wintermute_t, @Bitwise, @flowdesk_co, @RockawayX, @SteakhouseFi

Access: @Morpho, @utila_io, @yield_xyz, @zerion

Incentives: @pendle_fi, @merkl_xyz

With support from: @Tether (USDT), @BitGo (WBTC), @tokenGBP (tGBP), @withAUSD (AUSD)

Shield, send, deposit, earn, and swap, all confidentially at: https://t.co/u8HcSVa8dH

[Zama @zama]

Confidential DeFi at scale, live today.

Zama is the fastest growing confidentiality protocol for onchain finance.

Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on @Morpho.

The same trusted curators and strategies that institutional capital already uses, now with confidential entry.

Alongside the vaults, the Zama Confidential Swap Protocol goes live. Swap between confidential assets without exposing intent or size.

Curated by: Armitage by @wintermute_t, @Bitwise, @flowdesk_co, @RockawayX, @SteakhouseFi

Access: @Morpho, @utila_io, @yield_xyz, @zerion

Incentives: @pendle_fi, @merkl_xyz

With support from: @Tether (USDT), @BitGo (WBTC), @tokenGBP (tGBP), @withAUSD (AUSD)

Shield, send, deposit, earn, and swap, all confidentially at: https://t.co/u8HcSVa8dH

[Alex Ledger @TheAlexLedger]

“The model said so” is not an audit trail.

Once agents touch real money, somebody needs to prove what happened.

Succinct is built for that. $PROVE

[Alex Ledger @TheAlexLedger]

@carlmoon 3. A hike looks increasingly likely. CLARITY getting through the next vote isn’t the finish line. Markets move when expectations break.

[Alex Ledger @TheAlexLedger]

@ionet Three CEOs just admitted they can’t control what they built. Their fix? Trust them anyway.

The better answer is infrastructure no single company gets to control.

[Alex Ledger @TheAlexLedger]

@ddivixx Everyone's dropping tickers. Nobody's dropping the reason liquidity dried up first

[Alex Ledger @TheAlexLedger]

@blknoiz06 Either way, someone’s about to get run over. Just depends who’s driving.

[Alex Ledger @TheAlexLedger]

@PayAINetwork This is where it gets interesting.

Agents paying for services is how AI stops being a demo and starts becoming an economy.

The next fight is who controls the spend.

[Alex Ledger @TheAlexLedger]

Everyone wants AI agents to trade.

Nobody wants to be responsible when one blows up.