Digital asset investing since 2017. Fair launch, open networks, sovereign internet culture. Not financial advice, opinions our own. @nakamining | peng, milady

Chicago, IL
Joined March 2019
Cosimo Capiτal ⚜️ retweeted
Not enough people talk about it. Fair launch. Top 10 burn Actually delivering utility Now a good chuck of the float is locked. $CC
🚨 CANTON GOVERNANCE COMMITTEE JUST LOCKED OVER $2 BILLION USD FROM LIFETIME SV REWARDS 🚨 The Top 13 governing Super validators hold 20,237,235,840.424 $CC or roughly $3 billion USD. CIP-0105 now mandates that 70% of all lifetime rewards are staked. Assuming all of those SVs earned their $CC solely through SV rewards, that would mean staking 14,166,065,088.2968 $CC. For these 13 SVs that's $2,110,743,498.14 USD in $CC locked in perpetuity. There are 37 other SVs, with much smaller amounts, now forced to stake 70% of their lifetime rewards too. $CC is currently at $0.149 price (holding steady around $5.65B market cap on ~38B supply). Super Validators were earning 20% of all emissions. ATM that is a total of ~$299 million annually. This is roughly 1.9 billion fully liquid $CC that would have been distributed across the entire SV cohort, based on equilibrium modeling and scaled reward pools aiming for a ~2.5B issuance-burn balance. Moving forward, 70% of all SV emissions will be locked. In total, that's 14% of all future emissions. Locked. Assuming these numbers are correct, this is nearly half of all previously minted tokens. TLDR: ➜ To keep full Tier 1 weight (100%), SVs have to lock 70% of their aggregate LIFETIME EARNED rewards at activation, that's everything historical and future. If not, they will be slashed with subsequent rewards falling to lower and lower levels. All enforced on-chain, no favoritism. This isn't punitive. It's smart protocol design. It turns early bootstrap windfalls into onchain long-term alignment. No more free-riding on reputation. Influence, contributions, and staying power are tied directly to skin in the game. And who is voting for this? The SVs themselves, because we believe in rising tides. How did @zenithfdn vote? In favor. All for one and one for all. Meanwhile, @CantonNetwork is aggressively burning fees (~$2.33M daily), emissions are usage-linked and halved, and the path points toward deflationary pressure as burns catch up. In a sea of red in this bear market, Canton is building the opposite: ➜ Vested, accountable infrastructure for institutional finance. Serious tokenomics don't hand out perpetual free lunch a la airdrops. A proper design evolves bootstrapped rewards into sustainable and cyclical network health. You scratch their back, they'll scratch yours. This is true public governance: github.com/canton-foundation… This is @CantonNetwork Zth.
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Cosimo Capiτal ⚜️ retweeted
“It’s memorable” Everybody loves Pengu 🐧
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Cosimo Capiτal ⚜️ retweeted
$TAO is not betting on one model, it’s allocating across intelligence itself.
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Cosimo Capiτal ⚜️ retweeted
Empowered artists create movements. THIS FRIDAY→ Hands-on Artist Onboarding Workshop ✦ NFT minting support @exchgART ✦ “Web3 is Provenance" presentation by @megantroglio 📅 Aug 29 | 5:30–7:30 PM 📍 @cosimocapital RSVP: luma.com/arqq1rg3
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Cosimo Capiτal ⚜️ retweeted
Probably the best intro explanation of Bittensor I’ve read so far.
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Cosimo Capiτal ⚜️ retweeted
Curious about how to cook on the Fun Chain? Marianne just put out the most comprehensive guide you’ll find on starting day 1 on Abstract. ⬇️
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Cosimo Capiτal ⚜️ retweeted
JUST IN: $ETH at $4,500.
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Cosimo Capiτal ⚜️ retweeted
GM! It’s Tuesday which means two things: XP Day and Angel Hour! Today’s guests: @RoachRacingClub @Bearycoin Hosted from the @AbstractAngels acct by @dailax and @BlueTigerNFT 12PM EST See you soon!
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Cosimo Capiτal ⚜️ retweeted
Curve’s native token just tightened the taps. Epoch 5 began this week, slicing new‐issuance from ≈4.36 CRV/sec to ≈3.66 CRV/sec, a ~16 % drop in annual supply. @curvefinance doesn’t wait four years to cut inflation like Bitcoin; it trims about 15 % every August. That math halves circulating growth roughly once every four year cycle. Post-cut, inflation is now ~6 % with 1.37 B $CRV circulating vs a hard cap of 3.03 B. Meanwhile 796 M+ CRV are locked as veCRV for up to 4 yrs, strangling the tradable float. Why should stable-coin maxis care? Curve remains the low-slippage AMM for dollar-pegged assets. Recent examples: • Ethena parked >$196 M USDe liquidity on Curve • Aave’s GHO pairs with crvUSD & USDe pools, growing fast • Tether’s USDtb launched Curve pools last December Every time a stablecoin deepens liquidity, LPs farm CRV, lock it into veCRV, and bribe for more emissions, a flywheel that forces recurring demand for the token itself. veCRV = 50 % of protocol trading fees + voting power over where new CRV flows. Holders literally decide which dollars get the biggest liquidity subsidies. Macro backdrop: the stable-dollar market just crossed ~$180 B and is on track to explode under the new GENIUS Act framework. More dollars on-chain → more Curve volume → richer fee stream to veCRV. Put it together: • Shrinking token emissions 📉 • Illiquid float (4-yr locks) 🗝️ • Reflexive demand from every new stablecoin 🌀 • Direct fee capture + bribes 🏦 Risks: smart-contract exploits, DAO capture, Curve’s own crvUSD ambitions crowding out rivals, and plain crypto beta. Size positions accordingly. ⏎ If you think stablecoin cap goes $180 B → $500 B+ next cycle, owning the toll-booth token every digital dollar crosses is an asymmetric bet worth a look. Not advice, do the research.
This quoted post is unavailable.
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Cosimo Capiτal ⚜️ retweeted
Grab a cozy chair and check out the latest pod from @BowenBelmer about my work on deAI with @CosimoCapital, the network state experiment @zuitzerland, and all things crypto in Chicago. Thanks for having me on, Bo. Always a blast chatting with you! xitter.cf/BowenBelmer/status/195…
/brainpower/season_1/episode_18/vlad_avesalon
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Cosimo Capiτal ⚜️ retweeted
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Cosimo Capiτal ⚜️ retweeted
ETH back at $4K @zora still minting. @base is memeing. @LidoFinance is flowing. The app layer is alive. We’re back in that weird beautiful part of the cycle again.
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Cosimo Capiτal ⚜️ retweeted
Pudgy Penguins X ICEE We’re excited to announce that we will be partnering with ICEE to bring custom ICEE costumes into @PlayPudgyParty! More information below.
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Cosimo Capiτal ⚜️ retweeted
BREAKING from @SECGov: Liquid staking activities and tokens are not considered securities 🔥🔥🔥
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Cosimo Capiτal ⚜️ retweeted
pudgy penguins filed for an ETF while abstract's arcade did 23m revenue in 4hrs. web3 brands are done playing games
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Cosimo Capiτal ⚜️ retweeted
$TAO holder in 2035
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Cosimo Capiτal ⚜️ retweeted
today’s the final day to collect your piece of a decade of Ethereum in Chicago massive thank you to all of the supporters so far. every dollar we collect goes back to catalyzing the Chicago crypto ecosystem.
In celebration of 10 years of Ethereum, designed by @MeganTroglio, we're proud to announce "Proof of Time" is now available to mint on @ethereum! Link and details below.
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Cosimo Capiτal ⚜️ retweeted
Oh wow - looks like @pudgypenguins x @McDonalds partnership may be on the horizon. Huge opportunity there, especially if it's a Happy Meal collab. The Pudgy community will rush out for the toys, and the McDonalds brand will expose Pudgy Penguins to millions. Win-Win.
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The #AI coin boom will be led by: 1. $TAO 2. Subnet 3. Subnet 4. Subnet 5. Subnet
The #AI coin boom will be led by: 1. $FET 2. $TAO 3. $RENDER 4. ... 5. ... Let’s hear your top picks! 👇👇👇
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Cosimo Capiτal ⚜️ retweeted
Celebrating 10 yrs of @ethereum @CosimoCapital & @0xEthChicago bringing Chicago crypto together Next event, pickleball. 1 $ETH to the winner??? @vavesalon @PdxNova @Duffaluffaguss @MeganTroglio @getty_hill @carnegie_felon – at Chicago, IL
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