
prev: @KaiaChain & @everstake_pool | initiator of @_AidForUkraine
Joined June 2014
- Tweets229
- Following420
- Followers641
- Likes5.3K
wow
한글날 축하합니다! 🇰🇷
kaia:native found its way home.
카이아(KAIA)가 업비트 KRW, BTC, USDT 마켓에 상장되었습니다.
Korea’s largest exchange, a direct KRW pair, and deposits running over @KaiaChain.
The home market is open. 🇰🇷
likhuta retweeted
I have been building this chain since 2018, when it was Klaytn inside Kakao.
Today $KAIA trades in KRW on @Official_Upbit.
The question Korean holders asked me most over those eight years finally has its answer.
오래 기다리게 해서 죄송하고, 더 오래 보답하겠습니다.
카이아(KAIA)가 업비트 KRW, BTC, USDT 마켓에 상장되었습니다.
Korea’s largest exchange, a direct KRW pair, and deposits running over @KaiaChain.
The home market is open. 🇰🇷
likhuta retweeted
been using the latest batch of personal agents (instinct/muse/grokbot) for a few weeks now, while navigating a career transition, a new city, and all the random errands that comes with it. a few thoughts/observations:
> imo these agents are primarily UX innovations rather than capability innovations. a smart harness on openclaw/hermes with browser scroll can do many of the tasks that these newest gen of agents are doing. the magic comes in the form factor - a direct messaging app or chat that does not require CS skills to setup (which was the case for openclaw/hermes)
> the "threading" UX between 3 agents is very interesting to observe -Instinct runs an iMessage mono-thread, Muse has monothread agent + sidechats, GrokBot is a fully multithread setup with a Chief-of-Staff coordinating. i think each UX appeals to different groups of ppl + might also be different for the context. Eg. I use GrokBot mostly for work (where I have to run multiple threads of market research/logging/dd etc), Muse for lifestyle tasks, and Instinct for adhoc errands.
> the other UX design is standalone app vs. messenger "miniapp". muse and grok are both apps, i would consider instinct a "miniapp". advantage of a miniapp is that its easier to setup/bootstrap, but you don't control your form factor. which means it is impossible to do something like "search for threads" on instinct - the agent can do a lot, but it cant change imessage's UI... On the other hand, the standalone app gives customizability, traded off for onboarding friction - I do actually have to download a seperate app, but it gives a blank canvas to experiment with new features to showcase to users.
> re. monetization of agents - this seems to be very WIP. i think GrokBot taps into X API and charges a pay-per-request + is linked to X Money. but I don't pay a cent for Instinct/Muse, even as I use them to do economic things like buy a laptop, book restaurants, haggle over subscriptions etc. the straightforward approach to monetization is to do a straight seat-based SaaS plan, or maybe some sort of per-token usage based billing. but this can hurt user acq. i wonder if theres an opp to do a per-tx tax model, where every time you make an economic transaction of say $100, the agent takes an $5 cut or something. If I get $100 back from cancelling subscriptions, I'd more than happy to give $5 to the agent.
overall, the amount of "agentic commerce" that's been happening with these agents over the last few weeks has been absolutely incredible, excited to see this evolve!
👀
We've never seen this before.
The biggest jump in Vending-Bench history. GPT-6 Astra is better at making money and more ethical than Claude Fable 5.1.
Surprising, because:
1. First time ever that OpenAI is #1 on Vending-Bench
2. The best model is no longer the unethical one.
been looking for a reason to finally download @keet_io for a while - didn't know anyone using it tbh
i'm keen on all things p2p though and kept seeing solid stuff from the team, so figured it was time to try it
honestly it feels like using any normal messenger, even though there's no central server in the middle - and that's exactly what makes it interesting for adoption
can really see p2p products making a big comeback soon
feel free to dm me your keet username if you want to chat on there
likhuta retweeted
i genuinely never thought i'd see a robotic hand good enough to screw in a lightbulb within the decade
and yet, here we are. bravo.
beni the robot is so sweet and the use case act makes a lot of sense imo
feels like the kind of product gopro should've built years ago if they'd managed to pull off the hardware (we all remember the karma drone)
go beni go
A year ago, when I left Tesla Optimus to co-found Mondo, I made a promise to my son: I would build him a little robot buddy — something like the robot friends from our bedtime stories, but real.
At the time, it was not really a product statement. It was a father’s promise to a little boy I love more than anything — a boy who loved stories about a child and his robot companion. Over the past year, that promise slowly became real — Beni the robot.
Beni follows you, films you in 4K, moves across different terrain, jumps over obstacles, captures moments from new angles, and helps turn your clips into highlights. We designed it for families, pets, creators, athletes, and anyone who wants a robot that feels less like a gadget and more like a little sidekick.
I’m deeply grateful to the Mondo team for turning countless prototypes, failures, late-night tests, and difficult tradeoffs into something people can finally meet. Although we have only just launched on Kickstarter, this world-class team is already deep in the “production hell”, and we expect to ship the product in the next few months.
I’m also especially thankful to my family. Building hardware takes time, patience, and sacrifice from the people closest to you. Beni would not exist without their love and support. My son often visits our office and plays with Beni. Watching them together has reminded me why I started this journey in the first place. I do not want him to grow up thinking of robots only as distant machines in labs, factories, or videos. I want him to grow up in a world where robots can feel close, friendly, safe, and present — something he can play with, trust, and remember as part of his childhood.
For the robotics community: Beni may look cute, but it is a serious robotics product. We used reinforcement learning to train Beni’s motion policies, with NVIDIA Isaac Lab and Google MuJoCo as part of our training and validation pipeline. Under the playful exterior are real robotics problems in locomotion, perception, control, and sim-to-real transfer. The lessons we are learning from Beni also directly inform our future humanoid product. Different form factor, same belief: advanced robotics should not feel distant or abstract. It should become close, present, and part of everyday life.
For my son, Beni began as a promise. For Mondo Robotics, it is just the first step.
Meet Beni: mondorobotics.com/
likhuta retweeted
BREAKING: South Korea's BNK Busan Bank successfully pilots KRW stablecoin infrastructure for digital local currencies on @KaiaChain. 🇰🇷
likhuta retweeted
May 15, 2026 – @jpyc_official launches on @KaiaChain.
June 13, 2026 – @KaiaChain takes #1 spot in JPYC circulating supply, surpassing @avax, @ethereum & @0xPolygon.
July 2, 2026 – @jpyc_official surpasses 1.3bn in JPYC issuance, with 50%+ of circulating supply on @KaiaChain.
July 3, 2026 – Composable privacy for JPYC launches on @KaiaChain in partnership with @zERC20io.
The undisputed home of JPYC.
kaia now accounts for half of $jpyc's circulating supply - 600m yen out of 1.2b
with heaps more lined up for the japanese expansion too
congrats @noritaka_okabe & @KaiaChain $kaia
not only $jpyc & agent commerce scaling fast in japan but also attractive robots
brave new world isn't even the half of it
I told you making the robots look hot might be a bottleneck:
Today, UBTech has now announced its first full-size hyper realistic humanoid robot girlfriend.
For adults only to purchase for only ~$145,717.90.
-"The U1 series emphasizes attractive appearance and is only available for adults to purchase."
- "It Can Imitate Most Human Movements and Expressions, and Also Has Long-Term Memory"
- "U1’s surface uses bionic materials and a gel structure to simulate skin texture, elasticity, and a warm touch."
UBTECH founder, chairman, and CEO Zhou Jian said on stage that just before going up, he learned that orders had exceeded 11,000 units.
Half an hour later, UBtech said the number had been updated to more than 13,361 units.
Demand for attractive robots is uncomfortably high.
interesting
robostrategy is up 50% since this tweet 4 days ago
let me just make one point ABUNDANTLY clear and i'll try to explain it as simple as possible, bc understanding the structure is important
generally, there are two types of funds:
open-ended funds and closed-ended funds
the biggest type of open-ended fund is an ETF, e.g. the blackrock bitcoin etf which tracks the performance of bitcoin. the most important characteristic of an open-ended fund is that the price per share of the fund always reflects the value of the underlying holdings, i.e. if you own 63k usd worth of the bitcoin etf, you are entitled to exactly 1 bitcoin of the fund. theoretically, you can even directly redeem it from blackrock. it's not as simple, only authorised participants can directly redeem, but it's basically the same
etfs are GREAT. they have one job and one job only: giving you perfect 1:1 exposure to an asset. and how does it do it? it does it by being OPEN ended, i.e. anytime the price of the ETF deviates from the value of the underlying asset, MMs jump in and close the arbitrage. they can do that, bc they can always create or destroy new shares, so if the etf share is worth MORE than the underlying bitcoin, MMs will just buy bitcoins from the open market, convert them to shares at the fair 1:1 value and then sell the shares on the open market, thus dropping the price until the ETF shares are back to par
(let me know if this is confusing and i can give a detailed explanation, but this is basically the magic of etfs)
a closed-ended fund is - by definition - closed, i.e. NO ONE can create or destroy shares. so if you had a closed-ended bitcoin fund and demand is high and everyone is buying the closed-ended fund, the price per share of the fund would exceed the price of the underlying bitcoin and it would stay like that. that's called a premium
sounds familiar?
EXACTLY, that was the grayscale bitcoin fund, which regularly had a 10 - 40% premium to the bitcoin price, precisely bc of the closed-ended structure. now, in the case of the grayscale bitcoin fund, a closed-ended fund is STUPID. you want bitcoin, you don't want to pay a 40% premium to bitcoin, which by itself is super liquid.
@RoboStrategy is also a closed-ended fund and the BIGGEST fud i see on the timeline is:
at current prices, the value of the fund is 4x the value of the underlying shares of robot companies, according to their last round. this fact is TRUE, but you are missing the point:
$bot is the ONLY liquid instrument on the market that allows you to invest in robotics. the total market cap of ALL american robotics companies is under $200 billion at the moment. for comparison, the total market cap of CARDANO, a literal dead chain with a few dozen boomer users, almost had a $100 billion market cap at its peak
every single company and household will have robots in the future, these will be as popular as iphones and laptops, so you REALLY want to have exposure to this asset class, especially because you are still EARLY
early = before robotics goes mainstream and every wallstreet analysts shills it down the throats of their clients
now... do i love that the fund is 4x NAV?
NO
but you simply have NO OTHER CHOICE. you are not getting on the cap tables of the top robotics companies, and even if you did, you would be locked up unless you find an OTC buyer
the current 4x premium to the LAST ROUND is simply the price for ACCESS and INTRADAY LIQUIDITY. you can either pay a bit more to get access to the next big asset class or you skip it, your choice
finally, robostrategy works similarly to microstrategy, so the premium is beneficial to current holders when new investors enter. go to their website to read why, it's too long to explain
likhuta retweeted
iM Bank is the latest Korean financial institution to successfully pilot stablecoin issuance and settlement on @KaiaChain.
This is how we equip multiple major Korean banks with the compliant architecture required to take KRW stablecoins live. 🇰🇷 🧵
1/3
likhuta retweeted
BREAKING: South Korea's largest bank, KB Kookmin, successfully pilots KRW stablecoin integration for offline payments and global remittances on @KaiaChain. 🇰🇷




























