Kasukēdo.eth (@CassCadeDigital) header
Kasukēdo.eth (@CassCadeDigital) profile picture

Former Digital Asset Regulator | Data Scientist | Fordham Alum | Mets Fan

NYC
Joined August 2021
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Kasukēdo.eth retweeted
1/ Flare’s Network of Data joins LayerZero as a DVN. Issuers using the OFT Standard can add a verifier backed by Flare’s 100 independent data providers once it’s live.
Flare is joining @LayerZero_Core as a DVN. OFT Standard carries 85%+ of cross-chain USD volume for issuers like Tether, PayPal, Paxos and Ondo. Once live, OFT issuers can add Flare’s DVN: a stake-weighted majority of 100 validators. The system behind XRPFi, now beyond Flare.
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Kasukēdo.eth retweeted
Super bullish news for $SIVE at a textbook moment where, IMO, price has found its bottom $SIVE has signed a global distribution agreement with WT Microelectronics One of the world's largest semiconductor distributors (15% market share and 25,000+ customers across 43 countries) WT will sell $SIVE InP lasers and beamformer solutions, making it their very first laser product line This gives $SIVE massive access to global distribution, demand generation, and the ability to scale production across AI, SATCOM, and defense markets WT is a massive partner (~$18–19B in quarterly revenue), and the deal lands right as demand for InP lasers in AI data centers is exploding (with Yole projecting ~63% annual growth, reaching $43.5B by 2031) For a company of $SIVE’s size, especially following the major semiconductor crash This is a significant commercial leap and a strong validation of its technology, which has been $SIVE biggest risk Now waiting on the first orders for price action to go vertical, 1,000% or more, just like old times
Although $SIVE decided to expand its production scale, distribution and logistics might have been a challenge for them. I believe WT could assist in that area.
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Kasukēdo.eth retweeted
👀 Great news for $SIVE Sivers Semiconductors announced a global distribution agreement with WT Microelectronics, a world leading electronics and semiconductors distributor. The partnership leverages WT Microelectronics’ network of 25,000 customers across approximately 43 countries, expanding the global reach of Sivers’ InP lasers and wireless solutions With a 15% global market share, WT Microelectronics will serve as a strong global distribution partner for Sivers’ InP (Indium Phosphide) lasers and wireless beamformer products and solutions, connecting its product portfolio and availability at scale with customers globally. The agreement supports Sivers’ efforts to expand its commercial reach in markets where demand for optical technologies and high capacity wireless connectivity continues to grow.
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Kasukēdo.eth retweeted
Centrifuge's VDK makes it easier than ever to build products like tokenized treasury funds or private credit funds. LayerZero's cross-chain infrastructure is available in the @centrifuge VDK, allowing developers to focus on the critical aspects of their own products, rather than foundational architecture.
Introducing the Vault Development Kit (VDK), powered by Centrifuge. A modular framework for building differentiated onchain financial products without rebuilding the underlying vault infrastructure from scratch. Developers configure the mechanics their products need, whether that's instant redemptions for a treasury fund, lockups and scheduled settlements for private credit, or senior and junior tranches for structured credit. The VDK provides a shared foundation for accounting, settlement, escrow, and portfolio controls. With the core infrastructure in place, builders have more freedom and flexibility to explore unique financial structures and use cases. Build what makes your product different.
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Kasukēdo.eth retweeted
$SIVE $SIVEF $SSMIY - Sivers Semiconductors signs global distribution agreement with WT Microelectronics, gaining access to 25,000 customers across 43 countries. - WT becomes first laser line card partner for Sivers' InP lasers and wireless beamformer products. - Market tailwinds: InP CW DFB lasers for AI photonics projected to grow 63% annually to $43.5B by 2031; LEO SATCOM mmWave market expected to reach $1.2B by 2031. > The partnership expands Sivers' distribution footprint in high-growth markets (AI data centers, SATCOM, defense) via an established global channel, supporting revenue scaling as InP laser and mmWave beamformer demand accelerates.
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Kasukēdo.eth retweeted
Pete Hegseth will go down as the most incompetent and unfit Secretary of Defense in history. He is a disgrace, and every decision he makes jeopardizes our brave service members and makes our country less safe. Congress must act now and impeach Pete Hegseth.
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Kasukēdo.eth retweeted
Why $AAOI & $SIVE represent the biggest asymmetric opportunity in the AI trade.
I went through over 50 earnings calls so you don't have to, and one thing has become crystal clear: Data centers are barreling straight into a brutal laser shortage. Why $AAOI & $SIVE represent the biggest asymmetric opportunity in the AI trade:
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Kasukēdo.eth retweeted
4x cumulative cost reduction in under a year. 📉 Lower overhead, smaller physical footprint, and one step closer to utility-scale quantum computing. Incredible progress by the Xanadu Algorithms team.
Xanadu has announced its second QROM breakthrough of the year, this time using "dense encoding", achieving up to a four-fold reduction in compute requirements compared to legacy industry approaches. With this increase in algorithmic efficiency, Xanadu is actively reducing the size and cost of hardware required to run commercial quantum applications. Learn more ⬇ xanadu.ai/blog/halving-the-c…
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The future of AI and compute runs on light. At Sivers Semiconductors we're making that possible. Sivers CEO @VickramVathulya recently joined @sallywf on @eetimes "AI with Sally podcast" to discuss Sivers' high-performance #photonics and #wireless solutions, along with the company's technology, manufacturing and business strategies. From enabling greater efficiency in AI data centers to advancing next-generation connectivity, tune in as Vickram shares his perspective on where the industry is headed and the role Sivers is playing in this evolution. 🎧 Listen to the full conversation: eetimes.com/podcasts/enablin… #SiversSemiconductors #AIInfrastructure #Photonics #OpticalConnectivity #Semiconductors
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Kasukēdo.eth retweeted
$SIVE CEO joined X in July 2026 as @VickramVathulya. His account is still private, and I’d love to see him open it up and start posting. It would be great to hear Vickram explain company updates in his own words, answer the questions shareholders keep asking, and set the record straight when inaccurate information spreads. If you’d like to hear from him here too, repost this and send him a follow request. Let’s show him how many $SIVE investors would be interested.
The future of AI and compute runs on light. At Sivers Semiconductors we're making that possible. Sivers CEO @VickramVathulya recently joined @sallywf on @eetimes "AI with Sally podcast" to discuss Sivers' high-performance #photonics and #wireless solutions, along with the company's technology, manufacturing and business strategies. From enabling greater efficiency in AI data centers to advancing next-generation connectivity, tune in as Vickram shares his perspective on where the industry is headed and the role Sivers is playing in this evolution. 🎧 Listen to the full conversation: eetimes.com/podcasts/enablin… #SiversSemiconductors #AIInfrastructure #Photonics #OpticalConnectivity #Semiconductors
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Kasukēdo.eth retweeted
The major shareholders list for $SIVE was updated as of late October.
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Kasukēdo.eth retweeted
Absolutely brutal for Fox to invite on their nemesis only to let him completely disprove their entire narrative in 30 seconds.
"Get rid of borders?" "No." "Get rid of SCOTUS?" "No." "Get rid of jails?" "No." @ShannonBream fires off a series of questions to NYC Mayor Zohran Mamdani about the Democratic Socialists of America, an organization he proudly says he belongs to. After Mamdani rejects all three proposals, Bream asks whether the DSA will kick him out. He answers "No" again, this time with laughter. Watch the full @FoxNewsSunday interview this Sunday at 2 P.M. ET on Fox News Channel.
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Kasukēdo.eth retweeted
Democrats just swept into power because of a voter base tired of drama, with affordability as far and away the main concern. If the Democrats go right back to what they did in 2020, only harder, they will be right back out in 2028! Solve real problems. Stop the theater.
Musk-run companies like SpaceX and Tesla have flourished in Texas thanks to white-glove treatment from elected officials. But that is about to change, Texas Democrats say. on.wsj.com/48FLwxY
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It was a blue tsunami!
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Kasukēdo.eth retweeted
91% of all tokenized stocks lead back to one broker. Tokenized stocks total $4.60B today and $4.17B of that is backed by real shares held at a single US broker called Alpaca Securities. - 7 issuers use it - Binance bStocks, Ondo, xStocks, Robinhood, Reality, Coinbase and Dinari. - Alpaca holds those shares at DTC, the central US securities depository. On the company's books, the owner is Cede & Co., and not you. - Securitize and Backpack take a different path, through RQD Clearing but still ends at DTC. - Superstate and Securitize’s ISTs are the only one that skips both. The shares sit on the company's own register, with no broker and no DTC. In total, that’s 4.7M token holders across those 7 issuers, and one broker between all of them and the real shares. Now you know.
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Kasukēdo.eth retweeted
We secretly soft launched our premium media product this week at @ZKZeroKnowledge, or at least we thought it would be secret. It jumped containment! The audience is telling us the time is right for clear, precise, direct explanations of the world. So I'm going to go rogue on my poor creative team and leak some alpha here, so you can sign up as well if you see this. There's a lot more coming: our roundup, our livestream, our interview segments, deep dive research, and our mailbag for premium subscribers. That's before we get to the education part - stay tuned.
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Kasukēdo.eth retweeted
📺 Netflix just dropped the first teaser for its new "Stranger Things" prequel series, "Other Worlds: A Stranger Things Adventure." 🎥: Netflix
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It's time to ban congressional stock trading and end corruption in Washington.
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Kasukēdo.eth retweeted
We forged a new kind of politics here in the Lone Star State. An answer to this decade of division. Now the real work begins.
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