Profit Maxi @ 7 FIGs || Alpha is usually undervalued • Marketing • rigelcrypt@gmail.com •
Joined April 2009
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Are we all buying $Microduck on @RobinhoodCrypto, currently trading at 659k Mcap?
Here’s my thesis 👇
The first truly accessible IRL robot!
It’s a no brainer
Ca - 0xd5f1afea47b1a9eab414d2ee740cf1d6d039e725
We have a huge news to share today!
Today we are unveiling the first truly accessible RL robot - welcome Microduck
A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforcement learning.
It's also playable out of the box with more than half a dozen fun and playful pre-trained policies to have it walk, sit, crouch, roller-skate, pick up objects with its articulated beak, and recover on its own.
And all for less than $400.
See all the details, play with the simulator and order it at: pollen-robotics.com/microduc…
(video with sound on 🔊)
Hyperliquid just listed Extended's {XTEN} as a pre-launch perp with up to 3x leverage.
Extended's xten is trading on @HyperliquidX now as a pre-launch perp, 3x max. Tokenomics haven't even dropped yet (oct 31) and tge is november, so this is the market's first real guess at what those points are worth.
Thin books though, i'd watch for a day before touching it.
Rigel retweeted
$NEAR is THE place to be building for agents and payments.
Private, verifiable AI from @near_ai, blockchain-based security on @NEARProtocol and universal liquidity via @near_intents.
I say it at the start here on @therollupco and i’ll keep saying it until i’m blue in the face: NEAR is THE place to be building for agents and payments.
Private, verifiable AI from @near_ai, blockchain-based security on @NEARProtocol and universal liquidity via @near_intents
Wild night onchain while everyone slept, mara dumped 1k btc, two whales asleep for 3 yrs sent ~$206m of btc straight to coinbase prime, and someone's lining up nearly $50m of sol to sell with only a third on exchanges so far.
Meanwhile, @Ripple got its final occ charter the night before swell and the uxlink hacker is sitting on a $70m eth long on hyperliquid with stolen bags
sentiment's in the gutter, supply's moving to exchanges, fomc is wednesday. not a week to get brave on leverage.
Soneium finally confirmed $SONEIUM
sony-backed L2, people have been farming portal badges for almost two years and it's actually happening now. they also dropped a "tokenized IP" product alongside it which honestly might be the more interesting part long term, sony sitting on a mountain of IP and putting it onchain is not a small thing.
Tge details "later" so no dates yet. if you were planning to bridge in and get active, today's probably the day before everyone else does.
Big question for me is how they treat og portal users vs fresh bridgers.
if you've been sleeping on @NEARProtocol, here's the short version of why people keep bringing it up.
Near is a layer 1, but what's actually pulling people in right now is near intents. you say what you want, like swap this token on this chain for that one, and it handles the routing across 35+ chains. no bridging five times, no juggling gas on every network.
illia said intents volume went from about $2b to $34b in a year and bitwise also launched the first us near etf.
The ai angle is real too, near's whole pitch lately is being the chain where ai agents can transact across networks, and they've got private ai inference through near ai cloud.
Your account is just a readable name like yourname.near instead of a long 0x string, which honestly makes onboarding way less scary for normies
if you're new, start small. get a near wallet, grab a little near, and try one swap through intents so you can see how it works.
There’s some noise right now too, dfinity is accusing near of copying its cryptography. worth reading both sides, but it doesn't change how the product feels to use.
NFA, just think it's one the utility to look up right now.
_ $PUMP vs $HYPE is actually crazy discovery for me tbh.
$PUMP did $196M in 30-day fees while $HYPE did $83M.
Take note as both are basically making money from degens doing degen things
One side is launching random memecoins, praying for the next 100x and refreshing the chart every 2 minutes
The other side is opening 20x leverage, getting liquidated, depositing again and convincing themselves the next trade will fix everything
We all know how this movie goes
Every single time
But jokes aside, there’s something genuinely interesting here
Everyone in crypto wants to find the next big coin and want to catch the next narrative before CT starts screaming about it
Very few people stop and look at who’s actually collecting the money while all of this is happening
Imo, You don’t need every memecoin to pump and guess whether BTC goes up or down
You just need people to keep showing up and using your platform
Of course, fees can drop just as quickly when the hype disappears
Can $PUMP keep the trenches alive when nobody is launching the next 100x?
Can $HYPE keep traders hooked when the market gets boring?
Because making money when everyone is euphoric is the easy part i think
Keeping people around when they’re getting absolutely cooked is the real test
In Crypto, degens are chasing the money, and the platforms are charging them for the privilege.
Simple as that
Rigel retweeted
All you can do privately.
+ private yield on @trovesfi
+ @ekuboprotocol for private LPing with private swaps
+ private neobanking with @haven_hn_
+ @supervegaxyz for private options trading
+ private borrowing on @opusmoney
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Base meme summit was yesterday and honestly the message was pretty clear.
@base is no longer treating memecoins as a side thing anymore, they're the front door. jesse basically said memes turn internet culture into something people can trade and that's how normies end up onchain.
Which is funny timing because base also just shut down its volunteer advocates program to focus on ai, trading and payments.
Therefore, you've got the serious agentic finance side and the meme side running at the same time. i actually think that's smart, memes bring the people and the rest gives them something to stay for.
This doesn’t change anything technical but attention on base memes is real right now.
Rigel retweeted
Formal verification with private open weight models - cheap and avoids gets your code to be uploaded to Anthropic.
Results are comparable using @near_ai harness at fraction of the cost.
New on our Frontier Red Team blog: using Claude to formally verify software at large scale.
Formal verification can prove that code is free of certain bugs, but historically it has only been feasible for small codebases (or required a lot of expert time).
With AI models, however, this is beginning to change. In collaboration with @theoremlabs, we used Claude to prove security properties in over one hundred real-world open-source libraries over the span of a few weeks.
Read our research in full here: anthropic.com/research/forma…
Rigel retweeted
#Sui is gonna be the place where most agents and people will transact. everything we showed at basecamp is just a preview of that future
Morning digest/2 📖
Post-quantum is the big story today.
What's moving?
@Starknet holders voted 93.5% to research becoming a post-quantum L1 (xitter.cf/starknet/status/211322…).
@quipnetwork put its QVM on testnet (Quip QVM story), and AmericanFort joined the Quantum Alliance (AmericanFort story).
A BeInCrypto report says agent payments are still mostly micropayments, and @zerufinance is part of that conversation (xitter.cf/manhhuynh2310/status/2…).
$AXIS launched on Base, and creators are posting their Kaito payouts (AXIS payouts story).
A whale swapped about $159M of BTC into ETH over 11 days, with BTC near $82K and ETH near $2,400 (whale story). a16z also renamed its crypto fund to Frontier (xitter.cf/eleanorterrett/status/…).
Morning digest: Thu Oct 22
• BTC near $83K: CryptoQuant's @ki_young_ju says new money is flowing in, a pattern he says only shows up in bull markets.
• Stablecoin rules: The OCC finalized its GENIUS Act rules, effective Jan 18, 2027.
• AI agents paying for things: Mastercard demoed Agent Pay for Machines on x402, with Coinbase and Base as partners. xitter.cf/brian_armstrong/status…
• Post-quantum: @quipnetwork 's QVM is live on testnet, and the Quantum Alliance with American Fortress is trending.
• Privacy: @fhenix launched its FHE mainnet on Ethereum and Arbitrum. xitter.cf/fhenix/status/21128889…
To get more streamlined updates like this, follow and turn on post Notifications.
🀄️ xitter.cf/secscottbessent/status…
I’ve been going deep on tokenization lately and honestly it's way further along than most people think
almost $39B of real world assets are already onchain
Here are 29 projects carefully selected projects building it, and what they're doing right now 🧵
/ treasuries is where it all started. blackrock's BUIDL is sitting at $2.17B, franklin templeton's benji at $2.47B, circle's USYC at $2.39B
@Spiko_finance is quietly the biggest tokenized money market fund issuer at $2.67B. barely anyone talks about them.
/ @Ondo is the one i keep coming back to. TVL past $4B and they're pushing tokenized stocks on solana now
@SuperstateInc is putting funds and ETFs onchain, and @MidasRWA and @OpenEden_X are worth keeping on your radar too.
/ private credit is where the real yield is
@maplefinance says $4.8B AUM, @centrifuge just shipped V3.3, and @Figure has tokenized $25.7B in home equity loans. that last number is crazy.
/ then you've got the chains building for this. @plumenetwork, @MANTRA_Chain, @injective, @provenancefdn, @CantonNetwork
@chainlink is the plumbing connecting all of it with CCIP.
/ stocks are coming onchain fast too. @xStocksFi is past 1,000 assets, @RobinhoodApp has 190+ stock tokens, and @DinariGlobal has 230+
@Securitize is listed on the NYSE now. let that sink in.
/ gold and real estate are moving too. XAUT is at $3.33B and PAXG at $1.82B, and @RealTPlatform and @lofty_ai are putting rental property onchain
tradfi isn't asking "if" anymore, they're asking which chain
who are you watching?
Morning digest: Thu Oct 22
• BTC near $83K: CryptoQuant's @ki_young_ju says new money is flowing in, a pattern he says only shows up in bull markets.
• Stablecoin rules: The OCC finalized its GENIUS Act rules, effective Jan 18, 2027.
• AI agents paying for things: Mastercard demoed Agent Pay for Machines on x402, with Coinbase and Base as partners. xitter.cf/brian_armstrong/status…
• Post-quantum: @quipnetwork 's QVM is live on testnet, and the Quantum Alliance with American Fortress is trending.
• Privacy: @fhenix launched its FHE mainnet on Ethereum and Arbitrum. xitter.cf/fhenix/status/21128889…
To get more streamlined updates like this, follow and turn on post Notifications.
🀄️ xitter.cf/secscottbessent/status…
The GENIUS Act marks a watershed moment in American finance, further cementing the United States as the crypto capital of the world. Just as President Abraham Lincoln’s National Currency Act of 1863 established a national framework for bank-issued currency, the GENIUS Act establishes a federal framework for payment stablecoins in the digital age.
The @USOCC's final rule carries that landmark legislation forward, providing a clear, practical foundation for private-sector innovation, competition, and American leadership in digital assets.
Everyone's bullish on AI agents running onchain. Few are asking what happens when they run the chain.
Agents with the most capital = most influence.
Bots front-running bots.
Governance votes nobody actually read and one bad model update = systemic risk
Autonomy needs guardrails.
Rigel retweeted
Head of Content is becoming the most in-demand hire in tech right now.
I’m on 20+ calls a week with founders and their marketing leads, and the reason comes up on almost every one.
Building got cheap, a small team is now shipping so many new products and features.
A founder put it to me pretty plainly last week: "The tech isn’t the hard part anymore, anyone can copy it. The hard part is getting people to use it."
At the same time, buying attention keeps getting more expensive.
Ads costs are rising. Influencer marketing, especially in tech niches, are through the roof.
So companies are doing the math. They can either pay an influencer 5k for one creator sponsored video on YouTube, or they can hire a fulltime person to lead all their content efforts on social media.
These companies are realizing the importance of building a channel they own, and they need someone who can take full ownership of this growing priority.