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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
Andrew Kang
Shephard @mechanismcap Not investment advice
You will see public companies hold wrapped USDe instead of cash or treasuries by next year
Yield > depreciating fiat and their stablecoin equivalents
$ENA
11.8. klo 13.08
One of the most important themes in the next 12 months will be widening crypto credit spreads to falling risk free rates, discussed 45min in the link below.
DeFi in the last cycle lived in a vacuum with no real connective tissue to legacy fixed income markets. Now as rates fall and crypto native spreads widen there are a variety of vehicles through which dollars will effortlessly enter DeFi on a scale that dwarfs 2021.
I expect to see several ETPs on the underlying and DATs focused on raising accretive debt financing to deploy into DeFi in order to monetize the spread. This will be a $50-100b TradFi to DeFi carry trade.
Some tokens are mechanically levered to this trade:
$AAVE $PENDLE $SPK $SYRUP being the most obvious
39,92K
Everyone talks about the ChatGPT moment for robotics, but the AlphaGo moment has already been realized for PhysicalAI and this is all that's needed for the initial proliferation of intelligent robots
We are already at the point where some researchers/companies are developing fine-tuned models that achieve better performance and accuracy than a human over long time horizon. Cross-task generalization is the holy grail which we are not far off from, but if you can get a robot to do even one task really well, and finetune models on new tasks fairly quickly then there is huge demand for that.
2026 we will start seeing real roll outs of these robots, not just in pilot, but in real production environments across industries
30,72K
“We need people, because we’re building so many factories in the country so AI can help with that, but what also’s gonna help is robots. The robots I think are gonna be a big deal”
It’s been very clear that the USG will be spending 100s of billions to support the domestic robotics industry. It’s an absolute imperative that the US robotics industry should flourish for the US to remain self sufficient and globally dominant
16,81K
Humans have always feared alien intelligence coming from an outside world
Instead, it will be the alien intelligence we created that we should've been fearful of
22.6.2025
🚨🚨🚨 An AI company caught their AI trying to ***literally murder*** an employee to avoid being shut down
How is this not the biggest news story in the world?
43,09K
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