Co-Founder at @SanctorCapital and @Crypto_Briefing *Disclosure - I may hold positions in the assets discussed.
New York and Miami
Joined January 2008
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Jay Putera retweeted
$SPCX - UK DEEPENS SPACEX RELIANCE WITH $40 MILLION SATELLITE SPEND
Britain has spent nearly $40 million on SpaceX satellite services, becoming the first country outside the U.S. to publicly acknowledge adopting Starshield.
The UK military operates roughly 1,000 Starshield and 500 Starlink terminals, increasingly shifting operational communications to the military-focused Starshield network.
The move deepens reliance on SpaceX infrastructure even as European governments push for greater independence from U.S. security systems.
Not all heroes wear capes! Some wear black leather jackets! xitter.cf/kobeissiletter/status/…
Absolutely insane.
Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.
And, this guidance assumes ZERO data center compute revenue from China.
This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months.
We now have a $5+ trillion company is seeing +106% year-over-year revenue growth.
There has never been anything like what we are seeing right now with AI.
This is arguably the biggest technological revolution of all time.
Jay Putera retweeted
BREAKING: We just received data on new stock trades by Nancy Pelosi.
She bought up to $12,000,000 in stock and call options in a company called Bloom Energy, $BE
Bloom produces onsite energy for data centers.
Full trade list up on Quiver.
AI-flation xitter.cf/KobeissiLetter/status/…
BREAKING: Apple, $AAPL, has raised the prices of its Macs and iPads due to soaring chip costs.
Among the price increases:
1. MacBook Air increased +$200 to $1,299
2. Base MacBook Pro increased +$300 to $1,999
3. Base MacBook Neo increased +$100 to $699
4. iPad Air increased +$150 to $749
5. iPad Pro increased +$200 to $1,199
Tim Cook said soaring chip costs made the price hike "unavoidable."
U bearish? The Queen casually punts $1M and $5M Deep ITM Call Options on a $174k/year salary xitter.cf/pelositracker/status/2…
Strong move! $30M investment from @UnusualMachines to scale US-built counter-drone systems. Bullish on American defense autonomy. 🇺🇸 #CounterUAS
xitter.cf/powerus_usa/status/206…
Today we announced a $30 million strategic investment from Unusual Machines, a domestic manufacturer of NDAA-compliant drone components.
The investment strengthens a working relationship already in place, under which we source components and hardware from @UnusualMachines. As we scale production of autonomous and counter-drone systems, we expect to be a meaningful customer for U.S.-made components of the kind Unusual Machines supplies.
The relationship reflects a shared focus on building a domestic, U.S.-based defense-autonomy supply chain.
#Autonomy #CounterUAS #Defense
Full release: globenewswire.com/news-relea…
Jay Putera retweeted
We invested in @powerus_usa because we believe defense technology is entering a new cycle: faster, lower-cost, AI-enabled, and built around the realities of modern warfare.
Today, @elonmusk reposted footage featuring Powerus’ Matrix-T FPV target drones in a live-fire test.
Why we’re bullish:
• FPV drones are changing the battlefield
• Training needs to match the real threat: swarms, speed, and low-cost systems
• Matrix-T is designed to be low-cost, recoverable, and American-made
• The product is already being tested in realistic environments
• Counter-UAS and drone warfare are becoming mission-critical priorities across defense
Powerus is building for a market where speed, cost, realism, and domestic manufacturing matter.
Proud to be investors and excited to see the team getting broader recognition.
xitter.cf/powerus_usa/status/206…
The drones in this video are our Powerus Matrix-T FPV targets.
Matrix-T trains soldiers to track and engage real FPV threats, including emerging swarm tactics. Low-cost and recoverable, so you can train against it as many times as it takes. It should be the target drone every US military branch trains against. Paired here with @droneround, the kinetic last line of defense that drops into the rifle they already carry.
@elonmusk, the offer stands. Name the place and we will bring the demo to you, anywhere.
American-made. Quick repairs. Built to train the last line of defense.
Good overview of what more established crypto brands are doing differently with advertising cryptobriefing.com/what-top-…
This looks awesome! Finally, a lottery where you can actually be the house and earn yields 🔥
xitter.cf/megapot/status/2033951…
1/ Because why not? Teach ‘em young: spot, perp, and permission slip.
2/ Parents already max extracted, so we scale the funnel. Future exit liquidity must be cultivated.
3/ It’s “education,” they said. What could go wrong?
xitter.cf/binance/status/1996158…
Introducing Binance Junior, a parent-controlled app and sub-account for kids and teens.
Build family-focused crypto savings and prepare your child for a future empowered by crypto.
Try it now 👉 binance.com/binance-junior?r…
First @Vanguard_Group, now @BankofAmerica, and with #KevinHassett as the Fed Chair pick. Are we back? forbes.com/sites/kirkogunrin…
My crypto’s down, stocks red… but thank you New York for pumping my Florida bags 🙏
xitter.cf/Polymarket/status/1986…
Don’t want to see my New Yorker friends lining up for bread next year. Elections matter! Vote like your future depends on it (because it does).
1/ @flyingtulip_ in one line: a unified on-chain venue where spot, perps, lending, insurance, and a dollar-target rail (ftUSD) all share one pricing + risk engine. One venue, one margin stack, reusable collateral.
2/ Why that matters: everything keys off executable liquidity (not stale oracles), so margin, funding, and liquidations reflect prices you can actually trade at. Capital works harder across products.
3/ Token sale twist: primary buyers receive a Perpetual PUT, an on-chain redemption right. You can keep it, redeem it back to what you put in, or unlock/sell and forgo the put. Secondary buyers don’t inherit it.
4/ Bull case - Architecture
One engine powering many markets = fewer silos, simpler risk, cleaner cross-margin. If the spot spine is deep and fast, the rest of the stack compounds.
5/ Bull case - Product fit
Perps that settle to the venue’s own spot + unified margin can feel CEX-like while staying on-chain. If traders believe the pricing, liquidity follows.
6/ Bull case - Collateral efficiency
ftUSD as shared settlement glue lets a single deposit back spot, perps, and lending simultaneously. More utility per dollar is a strong pull for pros.
7/ Bull case - Incentive design
If protocol revenues loop into buybacks/deflation and LPs are paid per actual usage, value capture aligns with real activity (not promises).
8/ Bear case - Scope risk
Shipping spot, perps, lending, insurance, and a settlement unit are a big surface area. Orchestration, audits, and phasing have to be flawless.
9/ Bear case - Liquidity & stress tests
Depth-aware pricing, oracle-light settlement, and soft liquidations need to survive volatility. Until they do, it’s theory.
10/ Bear case - DeFi realities
Smart-contract bugs, MEV, ops, and regulatory overhang apply. No structure eliminates tail risk.
11/ Heads-up - PUT mechanics
Protection applies to primary allocations via the wrapper; once you unlock/trade, that protection is gone. Secondary buyers don’t inherit it. Good to understand, not a “bear,” just how it works.
12/ What I’m watching
Top-of-book depth, execution latency, funding/liquidation behavior in fast markets, settlement LP returns vs. risk, and how orderly redemption flows remain.
13/ My stance
I’ve known @AndreCronjeTech for 8 years. Whatever you think of past cycles, this feels like his grandbaby, the culmination of lessons. My bet: he’s hell-bent on making this one work.
14/ Bottom line
If liquidity + execution land, Flying Tulip can become the on-chain home for serious trading and credit. If not, it’s an elegant science project. I’m leaning bullish, eyes open. (Not investment advice.)
🚀 Traders & AI agent projects — this is worth paying attention to.
If you’re building or trading with AI, this can give you an edge. Don’t sleep on it.
xitter.cf/j0hnchen/status/196360…
Love how @virtuals_io keeps rolling out incentives to reward token holders. Many Virtual Genesis projects are bootstrapped with tight budgets, so heavy sell pressure can fracture their communities. Incentivizing HODL‑ers helps projects stay focused on delivering their roadmaps
xitter.cf/virtuals_io/status/192…
Genesis Update: Holding Is Over.
Agent Staking Is Now Live.
The era of passive holding is ending.
Staking is now the standard for earning points in the Virtuals ecosystem.
Switch Over Period Ends Thursday, May 22 at 3 PM GMT+8:
Agent staking is live. You now have until Thursday, May 22 at 3 PM GMT+8 to move your agent tokens into staking contracts. After that, only staked agent tokens will be eligible to earn points.
Eligible contracts include:
- Virtuals-issued staking contracts
- Whitelisted contracts with a 14-day unstaking cooldown
We’ll confirm publicly once staking-only eligibility goes into effect.
Staking Contracts Are Rolling Out Today:
We’ve identified approximately 70 projects (from both Genesis and Standard launches) that are going live with staking contracts today.
Virgens can now stake their agent tokens and begin earning points.
If your project launched but doesn’t yet have staking:
- Reach out to us
- We’ll support getting your staking contract live.
You can view the full list of eligible agents with staking enabled on the Points page.
Enforcement Rules:
- After May 22 at 3 PM GMT+8, only staked agent tokens will earn points
- Whitelisted contracts must include a 14-day unstaking cooldown
- Projects with custom contracts have 2 weeks to migrate or adjust to meet staking requirements
We’re scaling trust, aligning rewards with commitment, and closing passive farming gaps.
Virgenity.