Pinned Tweet
Your robot has a body, and the data has to fit it
PrismaX is heading to CoRL 2026 in Austin, November 9 to 12, Booth 1100
CoRL is the Conference on Robot Learning, where people training robots swap notes every year
The line in their announcement i keep coming back to is "on your embodiments"
Embodiment sounds fancy but it just means the robot's body
Its arms, its grippers, where the cameras sit, how every joint moves
Think of learning to drive in a friend's car and then getting into your own
Same road, same rules, but the seat, the mirrors and the pedals all sit a little differently
For a robot, that small difference can be the whole task
That's the idea behind what they're bringing to Austin
You tell them the tasks, the robots and the scenes you need, and they collect data to that spec
Their Enterprise plan already supports 12+ robot arm types
Plenty of booths will be showing off a robot
PrismaX is showing up with the data side, and that's the conversation i'd want to be in
If you're going to Austin, Booth 1100 is worth a stop
@PrismaXai
Hellish retweeted
Your robot has a body, and the data has to fit it
PrismaX is heading to CoRL 2026 in Austin, November 9 to 12, Booth 1100
CoRL is the Conference on Robot Learning, where people training robots swap notes every year
The line in their announcement i keep coming back to is "on your embodiments"
Embodiment sounds fancy but it just means the robot's body
Its arms, its grippers, where the cameras sit, how every joint moves
Think of learning to drive in a friend's car and then getting into your own
Same road, same rules, but the seat, the mirrors and the pedals all sit a little differently
For a robot, that small difference can be the whole task
That's the idea behind what they're bringing to Austin
You tell them the tasks, the robots and the scenes you need, and they collect data to that spec
Their Enterprise plan already supports 12+ robot arm types
Plenty of booths will be showing off a robot
PrismaX is showing up with the data side, and that's the conversation i'd want to be in
If you're going to Austin, Booth 1100 is worth a stop
@PrismaXai
Hellish retweeted
Startale put bridging straight inside their app this week
Bridging is where onboarding usually dies
You hunt for the right bridge site, you check twice that it is not a fake one, you copy a contract address, you send, you wait, you refresh
Now it sits in the app
Open deposit, tell it where your funds are sitting right now, send to the address it shows you
It brings them to Soneium for you, usually in a couple of minutes
The sign in options are the part i keep pointing at
Google or LINE, or a wallet you already use
LINE lands differently if you know japan
It is the messenger the country actually runs on, and putting it next to Google as a sign in says plainly who this was built for
A smart wallet gets created for you in the background
Connect something like metamask and it gets linked to that smart wallet rather than replaced
Three things worth knowing before you try it
$10 minimum per deposit through the bridge flow
Funds sent from ethereum land in your app wallet on ethereum first, then you swap them onto Soneium
Small swaps look awful because the network fee stays flat regardless of size, so move one larger amount instead of several tiny ones
Nobody is going to screenshot this update
But every chain that got ordinary people onchain did it by deleting steps exactly like these, quietly, one at a time
Next one is strium, the separate chain they are building with SBI for tokenized stocks
@StartaleGroup
Startale put bridging straight inside their app this week
Bridging is where onboarding usually dies
You hunt for the right bridge site, you check twice that it is not a fake one, you copy a contract address, you send, you wait, you refresh
Now it sits in the app
Open deposit, tell it where your funds are sitting right now, send to the address it shows you
It brings them to Soneium for you, usually in a couple of minutes
The sign in options are the part i keep pointing at
Google or LINE, or a wallet you already use
LINE lands differently if you know japan
It is the messenger the country actually runs on, and putting it next to Google as a sign in says plainly who this was built for
A smart wallet gets created for you in the background
Connect something like metamask and it gets linked to that smart wallet rather than replaced
Three things worth knowing before you try it
$10 minimum per deposit through the bridge flow
Funds sent from ethereum land in your app wallet on ethereum first, then you swap them onto Soneium
Small swaps look awful because the network fee stays flat regardless of size, so move one larger amount instead of several tiny ones
Nobody is going to screenshot this update
But every chain that got ordinary people onchain did it by deleting steps exactly like these, quietly, one at a time
Next one is strium, the separate chain they are building with SBI for tokenized stocks
@StartaleGroup
Hellish retweeted
For months, every optimum post I wrote came with a small asterisk. Testnet. Rolling out. Soon.
That asterisk is gone now. Their first mainnet deployment, mump2p on Ethereum, is live
They posted the numbers last week, and a few of them are worth slowing down for
16 node operators are already boosting their stake with it. Optimum counts $3.4B in what it calls Total Value Boosted, and names Blockdaemon, Everstake and ether.fi's validators among its partners
Across 50,292 slots, blocks reached nodes 335ms sooner than on Ethereum's standard network. That's 3.3x faster
335ms sounds like nothing. But validators only get a few seconds to see a new block and vote on it, so a head start changes a lot
One operator shared a good example. Validators vote on which block is the newest, and when a block shows up late, some vote for the old one by mistake. Comparing a week before and a week after switching it on, those wrong votes dropped by 51%
Think of a referee who gets the replay late. They still make the call, just wrong more often. Send the replay sooner and the calls get better
What I like: receiving blocks faster is free for every Ethereum validator. Optimum calls it Signal, and you set it up yourself through their console
Bigger operators with at least 200 validator keys can also use Accelerate, which speeds up the sending side too
As Muriel M茅dard put it, all of this works "without asking Ethereum to change a single consensus rule"
Next up, they say: Accelerate for trading firms, and more chains soon
I've written about this project for a while. Feels good to type mainnet without the asterisk
@get_optimum
For months, every optimum post I wrote came with a small asterisk. Testnet. Rolling out. Soon.
That asterisk is gone now. Their first mainnet deployment, mump2p on Ethereum, is live
They posted the numbers last week, and a few of them are worth slowing down for
16 node operators are already boosting their stake with it. Optimum counts $3.4B in what it calls Total Value Boosted, and names Blockdaemon, Everstake and ether.fi's validators among its partners
Across 50,292 slots, blocks reached nodes 335ms sooner than on Ethereum's standard network. That's 3.3x faster
335ms sounds like nothing. But validators only get a few seconds to see a new block and vote on it, so a head start changes a lot
One operator shared a good example. Validators vote on which block is the newest, and when a block shows up late, some vote for the old one by mistake. Comparing a week before and a week after switching it on, those wrong votes dropped by 51%
Think of a referee who gets the replay late. They still make the call, just wrong more often. Send the replay sooner and the calls get better
What I like: receiving blocks faster is free for every Ethereum validator. Optimum calls it Signal, and you set it up yourself through their console
Bigger operators with at least 200 validator keys can also use Accelerate, which speeds up the sending side too
As Muriel M茅dard put it, all of this works "without asking Ethereum to change a single consensus rule"
Next up, they say: Accelerate for trading firms, and more chains soon
I've written about this project for a while. Feels good to type mainnet without the asterisk
@get_optimum
Hellish retweeted
Two of the biggest private companies in the world have live markets you can trade right now. OpenAI and Anthropic. Neither one has listed.
Before anyone gets excited, these are not shares. They're perpetuals tied to the pre IPO valuation, so you're trading the price. You don't own any part of the company and you can't convert it into equity later.
OpenAI: $1,425, with $7m of open interest
Anthropic: $1,905, $47m
Close to 3,000 positions open on Anthropic alone, and most of them are accounts under $1,000.
Both filed confidentially this year. Anthropic went first, OpenAI is reportedly waiting until 2027.
If you want to see what happens when one of these actually lists, SpaceX already did it. Went public in June, closed its first day at $161, and sits at $148 now.
The part worth looking at is who sits on which side, and Anthropic is where it gets interesting.
Accounts between $100k and $2.5m are heavily short. One of those brackets is 0% long, meaning every position in it is a short. But the three biggest positions, holding $20m between them, are 80% long.
So the mid sized money thinks it's expensive and the largest money thinks it isn't.
I don't have a view on who's right. Pre IPO valuations are guesswork at the best of times, and leverage is capped at 6x on both, which tells me they're treating it carefully too.
I've been covering Liquid for months and this is still the corner that surprises people the most.
@liquidtrading
Two of the biggest private companies in the world have live markets you can trade right now. OpenAI and Anthropic. Neither one has listed.
Before anyone gets excited, these are not shares. They're perpetuals tied to the pre IPO valuation, so you're trading the price. You don't own any part of the company and you can't convert it into equity later.
OpenAI: $1,425, with $7m of open interest
Anthropic: $1,905, $47m
Close to 3,000 positions open on Anthropic alone, and most of them are accounts under $1,000.
Both filed confidentially this year. Anthropic went first, OpenAI is reportedly waiting until 2027.
If you want to see what happens when one of these actually lists, SpaceX already did it. Went public in June, closed its first day at $161, and sits at $148 now.
The part worth looking at is who sits on which side, and Anthropic is where it gets interesting.
Accounts between $100k and $2.5m are heavily short. One of those brackets is 0% long, meaning every position in it is a short. But the three biggest positions, holding $20m between them, are 80% long.
So the mid sized money thinks it's expensive and the largest money thinks it isn't.
I don't have a view on who's right. Pre IPO valuations are guesswork at the best of times, and leverage is capped at 6x on both, which tells me they're treating it carefully too.
I've been covering Liquid for months and this is still the corner that surprises people the most.
@liquidtrading
Hellish retweeted
Code can check "by Friday".
It can't check "looks professional".
Almost every campaign brief I get has a line like that. Original take. Natural tone. Nothing generic. Rally, one of the apps built on GenLayer, even scores posts against lines like those.
And once you start noticing them, they're everywhere.
"Returned in good condition."
"Fast delivery."
"Data that's actually fresh."
"A logo that fits the brand."
That's how real agreements get written. Half of every deal is a number, and the other half is a judgment call.
A normal smart contract only handles the first half. It compares numbers and dates all day, but hand it the word "professional" and it has nothing to compare against. So the second half goes where it always went: an argument, a support ticket, or a court. GenLayer's own site puts the legal route at around 2.6 years and $43K.
@GenLayer is built for the second half. You write the agreement in plain words. If there's a dispute, a small jury of validators reads it along with the evidence, and each one runs its own AI model. One proposes a verdict, the others vote, and anyone who thinks they got it wrong can appeal to a bigger jury.
They don't need to write the same sentence. They need to land on the same answer.
The example use cases on their site settle in 30 to 60 minutes, for somewhere between 85 cents and $1.45.
This matters even more once AI agents start making deals with each other. An agent buying data at 3am can't open a support ticket and wait a week. The "fresh data" part has to get settled as smoothly as the payment did.
One honest limit: vague in, vague out. "Looks professional" still needs evidence both sides agreed on up front, like a reference or a short checklist the jury can actually read.
That's the whole shift for me. You stop writing rules for every edge case and start writing what you actually mean.
What's the vaguest promise you've ever had to enforce?
Code can check "by Friday".
It can't check "looks professional".
Almost every campaign brief I get has a line like that. Original take. Natural tone. Nothing generic. Rally, one of the apps built on GenLayer, even scores posts against lines like those.
And once you start noticing them, they're everywhere.
"Returned in good condition."
"Fast delivery."
"Data that's actually fresh."
"A logo that fits the brand."
That's how real agreements get written. Half of every deal is a number, and the other half is a judgment call.
A normal smart contract only handles the first half. It compares numbers and dates all day, but hand it the word "professional" and it has nothing to compare against. So the second half goes where it always went: an argument, a support ticket, or a court. GenLayer's own site puts the legal route at around 2.6 years and $43K.
@GenLayer is built for the second half. You write the agreement in plain words. If there's a dispute, a small jury of validators reads it along with the evidence, and each one runs its own AI model. One proposes a verdict, the others vote, and anyone who thinks they got it wrong can appeal to a bigger jury.
They don't need to write the same sentence. They need to land on the same answer.
The example use cases on their site settle in 30 to 60 minutes, for somewhere between 85 cents and $1.45.
This matters even more once AI agents start making deals with each other. An agent buying data at 3am can't open a support ticket and wait a week. The "fresh data" part has to get settled as smoothly as the payment did.
One honest limit: vague in, vague out. "Looks professional" still needs evidence both sides agreed on up front, like a reference or a short checklist the jury can actually read.
That's the whole shift for me. You stop writing rules for every edge case and start writing what you actually mean.
What's the vaguest promise you've ever had to enforce?
Hellish retweeted
Startale shipped something this month that i keep coming back to
A corporate bond in japan that pays both its interest and its principal in a yen stablecoin
Not a testnet demo, an actual bond sold to actual investors
Here is who does what
SBI Shinsei Trust Bank issues JPYSC and manages the assets backing it
SBI VC Trade handles issuance and distribution
Startale builds the technology underneath
The bank carries the trust, startale carries the rails
The timeline is the part worth reading twice
June, JPYSC goes live with approval from japan's FSA, classified as a type 3 electronic payment instrument
September, 楼1 billion of the reserves backing it moves into short term japanese government bonds
October, startale japan issues what it describes as japan's first digital corporate bond paying interest and redemption in that stablecoin
That september step is the one people scroll past
A stablecoin sitting on idle deposits earns nothing
Backed by short term government paper it earns yield and still stays liquid enough to redeem on demand
It is a deeply boring bank decision, and that is exactly why institutions get comfortable
Startale reports 楼20 billion of JPYSC issued so far
Last week SBI and startale joined open standard, a coalition around a dollar stablecoin called OUSD, to test whether JPYSC and OUSD can settle against each other
Planning and testing only, nothing commercial live yet, worth saying plainly
What stays with me is the order they did this in
A lot of this industry launches first and hunts for the use case after
Startale found a trust bank, got a regulator comfortable, then put the thing inside a bond
Next one goes into strium, the separate chain they are building with SBI for tokenized stocks
@StartaleGroup
Startale shipped something this month that i keep coming back to
A corporate bond in japan that pays both its interest and its principal in a yen stablecoin
Not a testnet demo, an actual bond sold to actual investors
Here is who does what
SBI Shinsei Trust Bank issues JPYSC and manages the assets backing it
SBI VC Trade handles issuance and distribution
Startale builds the technology underneath
The bank carries the trust, startale carries the rails
The timeline is the part worth reading twice
June, JPYSC goes live with approval from japan's FSA, classified as a type 3 electronic payment instrument
September, 楼1 billion of the reserves backing it moves into short term japanese government bonds
October, startale japan issues what it describes as japan's first digital corporate bond paying interest and redemption in that stablecoin
That september step is the one people scroll past
A stablecoin sitting on idle deposits earns nothing
Backed by short term government paper it earns yield and still stays liquid enough to redeem on demand
It is a deeply boring bank decision, and that is exactly why institutions get comfortable
Startale reports 楼20 billion of JPYSC issued so far
Last week SBI and startale joined open standard, a coalition around a dollar stablecoin called OUSD, to test whether JPYSC and OUSD can settle against each other
Planning and testing only, nothing commercial live yet, worth saying plainly
What stays with me is the order they did this in
A lot of this industry launches first and hunts for the use case after
Startale found a trust bank, got a regulator comfortable, then put the thing inside a bond
Next one goes into strium, the separate chain they are building with SBI for tokenized stocks
@StartaleGroup
Hellish retweeted
Five validators would probably agree on this one: I've been busy since May.
Just registered for the @GenLayer airdrop. 71 contributions, Brain role, and builder rank #44, mostly from vibe coding small dApps where validators judge plain language.
Registering isn't eligibility, the official rules decide that. Funny enough, I'm not eligible myself 馃槅馃槶. But if you've been building or creating around GenLayer, take a minute and register at airdrop.genlayer.com
Five validators would probably agree on this one: I've been busy since May.
Just registered for the @GenLayer airdrop. 71 contributions, Brain role, and builder rank #44, mostly from vibe coding small dApps where validators judge plain language.
Registering isn't eligibility, the official rules decide that. Funny enough, I'm not eligible myself 馃槅馃槶. But if you've been building or creating around GenLayer, take a minute and register at airdrop.genlayer.com
Hellish retweeted
The bug was hiding on the one screen nobody was watching
PrismaX just shared how their robot running 蟺0.5, Physical Intelligence's robot model, was losing hundreds of milliseconds
And i loved this story
On paper they had done everything right
Matched the cameras, trained checkpoints on something like 1000 GPU hours, ran 10K runs in sim, triple checked the arms
The robot still did worse than they wanted
They were ready to throw one more round of training at it
Then someone opened the live video feed in the dashboard
Normally the person running the robot watches the arms with a hand over the emergency stop, not a web page
This time they looked, and the video was clearly behind
The cause was small and kind of funny
A Python pipe was holding camera frames until 64 KB had piled up before passing them on
With tiny frames, that's a lot of frames sitting in a queue
So the model kept reacting to a moment that was already gone
They patched it and performance jumped
The twist for me is the simulator
In sim, up to 280 ms of delay barely changed anything, which is part of why nobody went looking
In the real room it mattered a lot
Their best guess is that lag means more near misses, and near misses tip containers and send objects rolling in ways a simple physics model doesn't show
Sometimes the fix isn't more training
It's looking at the right screen
@PrismaXai
The bug was hiding on the one screen nobody was watching
PrismaX just shared how their robot running 蟺0.5, Physical Intelligence's robot model, was losing hundreds of milliseconds
And i loved this story
On paper they had done everything right
Matched the cameras, trained checkpoints on something like 1000 GPU hours, ran 10K runs in sim, triple checked the arms
The robot still did worse than they wanted
They were ready to throw one more round of training at it
Then someone opened the live video feed in the dashboard
Normally the person running the robot watches the arms with a hand over the emergency stop, not a web page
This time they looked, and the video was clearly behind
The cause was small and kind of funny
A Python pipe was holding camera frames until 64 KB had piled up before passing them on
With tiny frames, that's a lot of frames sitting in a queue
So the model kept reacting to a moment that was already gone
They patched it and performance jumped
The twist for me is the simulator
In sim, up to 280 ms of delay barely changed anything, which is part of why nobody went looking
In the real room it mattered a lot
Their best guess is that lag means more near misses, and near misses tip containers and send objects rolling in ways a simple physics model doesn't show
Sometimes the fix isn't more training
It's looking at the right screen
@PrismaXai
Hellish retweeted
42% could be collateral, 2.6% is
The gap in that RedStone report is the most interesting part to me
@redstone_defi
42% could be collateral, 2.6% is
The gap in that RedStone report is the most interesting part to me
@redstone_defi
Hellish retweeted
RedStone in October 2026
If september was about making tokenized assets usable, october added the pieces institutions ask for next: compliance, research that measures the real gap, and a lot more collateral going live. here's what happened, in order.
Oct 6: the tokenized stocks report
RedStone published a report on tokenized stocks with alea research. onchain value grew 395% in a year to about $3.17 billion, but only around 2.6%, roughly $81 million, is used as collateral in defi lending.
Meanwhile open interest in equity perps on decentralized exchanges hit $3.3 billion, more than the whole tokenized stock supply, and about 55% of tokenized stock trading happens while the real market is closed.
It puts a number on the gap everyone talks about: people want onchain stocks, but lending needs a price it can trust at 3am on a sunday.
Oct 7 to 8: asia tour continues in singapore
After xrp seoul in early october, the team headed to token2049 singapore, with marcin on stage talking about what tokenization needs after the pilot phase: risk, settlement and data.
Oct 8: the Sanctions Oracle
RedStone launched its Sanctions Oracle on ethereum mainnet. a smart contract can check a wallet against 463 official sanctions lists, including ofac, the eu, the uk and the un, in a single call, and stop the transaction if it's flagged.
The list updates weekly with an onchain timestamp, changes go through a multisig, and it uses the same interface as chainalysis' oracle, so switching takes one line of code.
For stablecoin issuers and tokenized funds, this is screening built right into the contract instead of done later by hand.
Oct 13: six plume vaults priced on ethereum
Six of plume's nest vaults, nOPAL, nALPHA, nBASIS, nFALCON, nONRE and FACTOR, now have NAV feeds live on ethereum. RedStone pushes each vault's net asset value onchain, and the feeds are live on pendle and morpho.
That means real world yield vaults can be traded and borrowed against in ethereum defi with a price everyone can check.
Oct 15: pearl perps on entropy
Entropy listed $PRL on its hyperliquid HIP-3 market, running on RedStone's oracle infrastructure.
Entropy already uses RedStone Live for its 24/7 pre ipo and real world asset perps. it takes prices from licensed sources while the traditional market is open, and from venues that keep trading once it closes, so prices keep moving at night and on weekends.
Oct 21: credora rates jpmorgan's deposit token
Credora, RedStone's risk rating arm, published a rating for jpmd, jpmorgan's dollar deposit token, which went live on ethereum on october 19. it came in at an indicative A+.
The interesting part: most of the extra risk compared with the bank itself came from the token layer, things like the new contract and how keys are held, not the bank's credit.
Oct 22: trade finance becomes collateral on morpho
Obligate's oTFY, a token backed by a portfolio of trade finance bonds, is now live as collateral on morpho. RedStone supplies the pricing and rockawayx sets the risk parameters.
oTFY has grown to about $26 million outstanding since july, while the trade finance bonds behind it went from roughly $40 million to $170 million. holders can now borrow against it instead of just holding it.
Oct 22: FIL/USD live on filecoin
RedStone launched a FIL/USD push feed on filecoin mainnet for smart contracts on the filecoin virtual machine. it updates whenever the price moves 0.5%, and at least every four hours, right after filecoin's solstice upgrade went live.
Put together
October was less about one big launch and more about filling in the stack: prices for new kinds of collateral, from yield vaults to trade finance, risk ratings for new kinds of money, and compliance built into the contract itself. that's the infrastructure institutions need before they move real size onchain.
@redstone_defi
RedStone in October 2026
If september was about making tokenized assets usable, october added the pieces institutions ask for next: compliance, research that measures the real gap, and a lot more collateral going live. here's what happened, in order.
Oct 6: the tokenized stocks report
RedStone published a report on tokenized stocks with alea research. onchain value grew 395% in a year to about $3.17 billion, but only around 2.6%, roughly $81 million, is used as collateral in defi lending.
Meanwhile open interest in equity perps on decentralized exchanges hit $3.3 billion, more than the whole tokenized stock supply, and about 55% of tokenized stock trading happens while the real market is closed.
It puts a number on the gap everyone talks about: people want onchain stocks, but lending needs a price it can trust at 3am on a sunday.
Oct 7 to 8: asia tour continues in singapore
After xrp seoul in early october, the team headed to token2049 singapore, with marcin on stage talking about what tokenization needs after the pilot phase: risk, settlement and data.
Oct 8: the Sanctions Oracle
RedStone launched its Sanctions Oracle on ethereum mainnet. a smart contract can check a wallet against 463 official sanctions lists, including ofac, the eu, the uk and the un, in a single call, and stop the transaction if it's flagged.
The list updates weekly with an onchain timestamp, changes go through a multisig, and it uses the same interface as chainalysis' oracle, so switching takes one line of code.
For stablecoin issuers and tokenized funds, this is screening built right into the contract instead of done later by hand.
Oct 13: six plume vaults priced on ethereum
Six of plume's nest vaults, nOPAL, nALPHA, nBASIS, nFALCON, nONRE and FACTOR, now have NAV feeds live on ethereum. RedStone pushes each vault's net asset value onchain, and the feeds are live on pendle and morpho.
That means real world yield vaults can be traded and borrowed against in ethereum defi with a price everyone can check.
Oct 15: pearl perps on entropy
Entropy listed $PRL on its hyperliquid HIP-3 market, running on RedStone's oracle infrastructure.
Entropy already uses RedStone Live for its 24/7 pre ipo and real world asset perps. it takes prices from licensed sources while the traditional market is open, and from venues that keep trading once it closes, so prices keep moving at night and on weekends.
Oct 21: credora rates jpmorgan's deposit token
Credora, RedStone's risk rating arm, published a rating for jpmd, jpmorgan's dollar deposit token, which went live on ethereum on october 19. it came in at an indicative A+.
The interesting part: most of the extra risk compared with the bank itself came from the token layer, things like the new contract and how keys are held, not the bank's credit.
Oct 22: trade finance becomes collateral on morpho
Obligate's oTFY, a token backed by a portfolio of trade finance bonds, is now live as collateral on morpho. RedStone supplies the pricing and rockawayx sets the risk parameters.
oTFY has grown to about $26 million outstanding since july, while the trade finance bonds behind it went from roughly $40 million to $170 million. holders can now borrow against it instead of just holding it.
Oct 22: FIL/USD live on filecoin
RedStone launched a FIL/USD push feed on filecoin mainnet for smart contracts on the filecoin virtual machine. it updates whenever the price moves 0.5%, and at least every four hours, right after filecoin's solstice upgrade went live.
Put together
October was less about one big launch and more about filling in the stack: prices for new kinds of collateral, from yield vaults to trade finance, risk ratings for new kinds of money, and compliance built into the contract itself. that's the infrastructure institutions need before they move real size onchain.
@redstone_defi









