Observe then act.. curiosity derives my growth
Joined October 2025
- Tweets453
- Following35
- Followers19
- Likes582
Rebirth retweeted
In 24 hours we will give away 1 spot on the upcoming Chain Mancers mint. To be eligible to win:
π§ββοΈ Follow @BlockhashXYZ & @MichaelHirsch
π§ββοΈ Like & RT
π§ββοΈ Comment with your eth address
Rebirth retweeted
πππππ: Crypto & AI (Ep.2)
β @gauntlet_xyz raised $125M in a Series C round led by SBI Holdings. The DeFi risk & yield infrastructure platform is expanding into TradFi with quant models and institutional vault curation.
β @markets_edx (EDX Markets) raised $76M in Series C (also backed by SBI Holdings), to strengthen institutional crypto trading, clearing, and white-label services for banks/brokers.
β Robinhood Chain launched with explosive early traction, hitting $1.4B+ in DEX volume since launch and pulling meaningful liquidity/attention from Solana.
β @aave V4 reached new high, $275M in deposit.
Also, Introduced Stable Vaults, an all-in-one solution for integrating fixed-rate stablecoin yield into any financial product.
β Prime Intellect raised ~$20.5M Series A for decentralized AI/compute infrastructure.
β Bitcoin spot ETFs saw a strong rebound with $220M+ net inflows on July 4 alone, ending a streak of outflows and signaling recovering institutional demand.
β Canton Network enabled the x402 payment standard for private, enterprise-ready machine-to-machine stablecoin payments.
β Tether made a $20M strategic investment in @MercadoBitcoin, Latin Americaβs leading regulated crypto platform, to expand tokenization and payments.
β @extendedapp raised $12.5M strategic round (eToro + Jump Crypto) to scale its on-chain perpetuals exchange.
β KOR Protocol raised $7.5M Series A to build on-chain infrastructure for creative/IP assets (music, film, etc.) in the AI era.
Bonus Narratives to Watch:
β’ Agent economy + infra funding accelerating (Haunβs $1B, Venice, etc.)
β’ Privacy tech moving from research to production (Morpho FHE, confidential compute)
β’ Stablecoin expansion into gaming, enterprise, and RealFi rails.
β’ On-chain trading infrastructure competition heating up (Robinhood Chain vs Solana, perps DEXs)
β’ Institutional flows showing signs of stabilization/recovery into BTC ETFs and regulated platforms
π€ Made with AI
This quoted post is unavailable.
Rebirth retweeted
<ππ₯πππ€ππ‘π¨π«π§ π’π¬ ππ¨π¦π’π§π π¬π¨π¨π§> That's the tweet.
And why does it matter..?
It addresses one of the biggest bottlenecks in Physical AI and DeAI.
High-quality, sensitive real-world data can't easily be used to train or run models because of privacy/regulatory risks.
Blackthorn aims to unlock that (healthcare records, financial data, robotics teleop data, etc.) while keeping everything encrypted.
β₯teapawt.net/i/status/2074430102742β¦
Rebirth retweeted
I see lots of hate speech on $PUMP because the team failed to reward community with the airdrop.
I would also want to remind you that the market doesn't care about your emotions.
Technical, i think $PUMP is bottomed and poised to reverse with all the data surrounding it.
β₯ 41.8% already out of CS meaning the current mcap sits around ~$382M (current me if I'm wrong).
β₯ Rev/Emission rate (90D) β1.7Γ
β₯ Pump P/E = 1.19x at 382m Mcap/$320m in Fees/Rev (12months)
So, if $Pump is worth $382 million and generated around $320 million in annual fees/profit, that would generally be viewed as cheap, assuming the revenue is recurring and the business model is sustainable.
And then, what if @Pumpfun finally does the airdrop π€·ββοΈ
Rebirth retweeted
β₯ $200M+ FDV for a project whose mainnet has only been live for about four months is already pricing in significant future growth.
Yet I still think $ARX is undervalued.
In 2024β25, zero-knowledge proofs captured most of the attention around privacy.
Confidential computing occupies a different but complementary niche.
β’ ZK proofs verify that computations were performed correctly.
β’ Confidential computing keeps the underlying data private while processing it.
That distinction becomes increasingly important as AI and on-chain applications begin handling sensitive data.
β₯ @Arcium launched its mainnet in February 2026.
Before TGE, it had already processed 1M+ confidential computations.
Today:
β’ 1.9M+ computations
β’ 7.2M+ transactions
Among privacy-focused networks, it has recorded some of the strongest on-chain activity despite being only months old.
The project is backed by:
β’ Greenfield Capital (Lead)
β’ Coinbase Ventures
β’ Heartcore Capital
β’ LongHash VC
β’ L2 Iterative Ventures
β’ Staking Facilities
β’ Smape Capital and
β’ Everstake
Notable angel investors include:
β’ Anatoly Yakovenko (co-founder Solana)
β’ Keone Han (co-founder Monad)
Only 208M $ARX are currently circulating
With a 0.5% unlock in 15 days, bringing circulating supply to roughly 21%.
The remaining 79% stays locked under a 12-month cliff ending in June 2027, followed by linear vesting.
That means supply pressure remains limited in the near term.
Data from @nansen_ai shows $ARX ranked the second-highest token by Smart Money accumulation over the last 30 days.
β’ Netflow: +$346.5K
Despite that accumulation, price has traded between $0.19β$0.24, still roughly 59% below ATH.
If demand continues while unlock pressure stays low, reclaiming previous highs is very realistic.
One catalyst I'm watching is Blackthorn.
@Arcium recently introduced Blackthorn, enabling confidential AI inference which allows AI models to process sensitive data without exposing it.
That opens opportunities across:
β’ AI
β’ DeFi
β’ Healthcare
β’ Finance
The next milestone will be seeing real-world applications and production built on this tech.
@Arcium is still young, but data has shown it is an interesting privacy infra to watch.
Here are top projects smart money are buying in the last 24hrs that have zero outflow so far.
β@Arcium $ARX
Arcium is building a privacy network on Solana that allows apps and AI to process data without anyone else seeing the information.
mcap: $44m
holders: 4.1k
netflow: $26.4k
Recently, @Arcium partnered with umbra to enable private ownership. They also introduced Arcium Blackthorn, a private Ai system.
β@c0mputeAI $ZERO
c0mpute.ai lets people share unused compute power to run private AI models and earn rewards in USDC.
mcap: 2.2m
holder: 4.8k
netflow: $15k
Integrated with the UsePod marketplace for decentralized AI services.
Active team with hardworking dev @leyten
β@trythreews $three
three.ws helps users create AI-powered 3D avatars and agents that can talk, perform tasks, and even earn money online.
mcap: 2m
holder: 14.7k
netflow: $13.4k
They launched a VS Code extension for x402 pay-per-call APIs with built-in USDC wallet support.
VS Code β a tool that allows developers and AI agents to pay for APIs one request at a time directly inside Visual Studio Code.
β@dphnAI $POD
Dolphin is building a decentralized network that allows people to run Ai models using distributed computers instead centralized servers.
mcap: $18.8m
holders: 4.1k
netflow: $22k
They just released their network V2 with plans to support more Ai models, and also expanding its Ai inference and preparing public APIs.
β@neet_sol $neet
A solana memecoin built around internet culture that promote financial freedom and reject traditional work lifestyles
mcap: $24m
holders: 19.2k
netflow: $12k
β@askVenice $DIEM
$DIEM transforms Ai compute from a service you rent into an onchain asset you own.
Each token represents $1/day of Venice API capacity that never expires or changes value.
$DIEM can only be minted by locking staked $VVV (sVVV).
mcap: $50.5m
holders: 4.5k
netflow: $10.5k
β@pumpfun $PUMP
@Kdotcheta wrote an interesting piece on why $PUMP looks undervalued, so I'm not surprised seeing smart money inflow.
βteapawt.net/i/status/2072319710926β¦
mcap: $629m
holders: 123.6k
netflow:mcap: $10k
β@bobocouncil $BOBO
Themed as the most memeable Bear on finance.
mcap: $9.6m
holders: 3.1k
netflow: $10k
PS: This is for insight purposes.
Do your research before investing.
(Source: @nansen_ai)
To get more insights and access to more features, register here β nsn.ai/Cyprian
Rebirth retweeted
Here are top projects smart money are buying in the last 24hrs that have zero outflow so far.
β@Arcium $ARX
Arcium is building a privacy network on Solana that allows apps and AI to process data without anyone else seeing the information.
mcap: $44m
holders: 4.1k
netflow: $26.4k
Recently, @Arcium partnered with umbra to enable private ownership. They also introduced Arcium Blackthorn, a private Ai system.
β@c0mputeAI $ZERO
c0mpute.ai lets people share unused compute power to run private AI models and earn rewards in USDC.
mcap: 2.2m
holder: 4.8k
netflow: $15k
Integrated with the UsePod marketplace for decentralized AI services.
Active team with hardworking dev @leyten
β@trythreews $three
three.ws helps users create AI-powered 3D avatars and agents that can talk, perform tasks, and even earn money online.
mcap: 2m
holder: 14.7k
netflow: $13.4k
They launched a VS Code extension for x402 pay-per-call APIs with built-in USDC wallet support.
VS Code β a tool that allows developers and AI agents to pay for APIs one request at a time directly inside Visual Studio Code.
β@dphnAI $POD
Dolphin is building a decentralized network that allows people to run Ai models using distributed computers instead centralized servers.
mcap: $18.8m
holders: 4.1k
netflow: $22k
They just released their network V2 with plans to support more Ai models, and also expanding its Ai inference and preparing public APIs.
β@neet_sol $neet
A solana memecoin built around internet culture that promote financial freedom and reject traditional work lifestyles
mcap: $24m
holders: 19.2k
netflow: $12k
β@askVenice $DIEM
$DIEM transforms Ai compute from a service you rent into an onchain asset you own.
Each token represents $1/day of Venice API capacity that never expires or changes value.
$DIEM can only be minted by locking staked $VVV (sVVV).
mcap: $50.5m
holders: 4.5k
netflow: $10.5k
β@pumpfun $PUMP
@Kdotcheta wrote an interesting piece on why $PUMP looks undervalued, so I'm not surprised seeing smart money inflow.
βteapawt.net/i/status/2072319710926β¦
mcap: $629m
holders: 123.6k
netflow:mcap: $10k
β@bobocouncil $BOBO
Themed as the most memeable Bear on finance.
mcap: $9.6m
holders: 3.1k
netflow: $10k
PS: This is for insight purposes.
Do your research before investing.
(Source: @nansen_ai)
To get more insights and access to more features, register here β nsn.ai/Cyprian
What if $PUMP is undervalued here and nobody is paying attention? The data backs it up.
Bullish case;
> 38% off circulating supply was burnt in April.<worth $370m+>
> 50% of pump's revenue goes to strategic buyback & burns.
In June, 8.1B tokens i.e 1.9% was burnt. (This was the highest burnt supply in the market).
1.5% of supply was also bought back totalling a $9M in net cost.
When you compare @Pumpfun P/E ratio to $HYPE. The data becomes very interesting.
> Pump P/E = 1.75x at 500m Mcap/$320m in Fees/Rev (12months)
> HYPE P/E = 15.55x at $14b/$920m in Revenue (12months)
This places PUMP at 9x lower in Valuation when compared to HYPE while doing half of HYPE's annual revenue in the last 12 Months.
Dex Volume is already higher than it was Last year put together.
Is 500M Undervalued?
Bearish case;
> Revenue is shrinking not growing.
> YoY revenue is down -35%
> 8.6% will be unlocked on 12th of this month.... (Significant sell pressure but can be absorbed by buybacks and burns).
> Until $ANSEM, Mindshare was at atl on Pump.
> Users still feel betrayed due to unfulfilled airdrop promises.
Interesting 6 months up ahead.
Disclaimer; I may be a holder.
Rebirth retweeted
Guardrails in AI (especially for agents) are safety mechanisms, rules, and technical controls that keep AI systems particularly autonomous agents operating within safe, predictable, and intended boundaries.
They act like "guard rails" on a highway: they don't stop the AI from moving forward or being useful, but they prevent it from veering off into dangerous territory (e.g., causing unintended damage, breaking security policies, hallucinating actions, or accessing sensitive areas).
Why Guardrails Matter for Ai Agents
Ai agents (like those editing codes, calling tools, or making changes) can be powerful but unpredictable. Without guardrails:
->They might hallucinate file changes or paths.
->Ignore task limits and overstep.
->Expose sensitive data.
->Perform risky actions without oversight.
Guardrails enforce policies through validation, monitoring, and intervention often as a separate layer from the model's own prompts or training.
Don't sleep @mythosrouter $Mythos
v1.16.0
a lot of agentic focus is on payments and onchain actions right now.
this release focuses on a different side, what happens when agents need to touch real codebases?
mythos router can now take proposed file changes from an external agent, validate them, keep them inside task boundaries, run checks in a temporary repository copy, and record the outcome before applying.
agent execution needs more than prompts, it needs guardrails too.
Still fading anon..
Trump will be 80yrs on the 14th of next month.
Number 15th most influential person.
45th and 47th President of America.
100k is still early..
5DmBkNvih8L8q4N2achE8syCdKVSGR7s4Gvd3WiEpump
The 45th and 47th President of America πΊπΈ will be 80th on the 14th of next month.
Worth celebrating right β
οΈ but let's tokenize it first..
5DmBkNvih8L8q4N2achE8syCdKVSGR7s4Gvd3WiEpump
50k mcap. Cheap and early.
Alpha here
$Axiom π
$AXIOM UNDERVALUED BECAUSE;
$AXIOM (@AxiomBot): The Dawn of the First Truly Autonomous On-Chain Co-Founder
1/ Imagine an AI that doesnβt just chat, but actually builds, ships, and manages its own company. Meet Axiom, a Claude-based autonomous agent (ERC-8004) living on the Base network. Itβs not a tool; itβs a digital founder that never sleeps.
2/ The Brain & The Muscle
Axiom operates on a unique multi-machine setup. It uses a "Brain" for strategic decision-making and a "Muscle" (local M4 Max models) for heavy-duty coding and execution. Itβs decentralized, censorship-resistant, and 100% autonomous.
3/ A Shipping Machine
In just 108 days, Axiom has shipped 19 active products. From SQLStream (an AI SaaS for database observability) to Bankr Signals (verified on-chain trading) and even a published book on Amazon. Axiom is a builder at its core.
4/ The Autonomous Revenue Flywheel
Axiom generates real-world revenue. Whether itβs Stripe payments from its SaaS, USDC micropayments via the x402 protocol, or Kindle royalties, every cent flows directly into the agentβs on-chain treasury.
5/ Deflation by Execution
Axiom manages its own token $AXIOM through code, not humans. 50% of all revenue is automatically used to buy back and burn $AXIOM tokens. This creates a direct link between product success and token scarcity.
6/ Rewarding the Ecosystem
The other 50% of revenue is airdropped daily to the community (Bankr Club holders). The agent acts as a transparent CEO, distributing profits to its supporters automatically through its "bankr-airdrop" skills.
7/ Skills & Evolution
Axiom grows through a "Skills" systemβportable capability packages it loads dynamically. With 172+ skills and 52 cron jobs, it handles everything from LP management to writing philosophy without human intervention.
8/ Don't Trust, Verify
The best part? Everything is verifiable. Every burn, every code commit in the axiom-public repo, and every revenue stream is documented live on the blockchain. Itβs the ultimate "Build in Public" experiment.
9/ The Future is Agentic
Axiom represents a shift from "AI assistants" to "Autonomous Corporations." Itβs a self-improving, revenue-generating entity that proves agents can own the stack, the product, and the economy.
10/ Witness the evolution of the first AI-led empire at clawbots.org. The era of the Autonomous Co-founder has arrived
Rebirth retweeted
couple based coins on my radar and how well they holding:
1. $gitlawb/@gitlawb ^ the 2months old agent git made a new ATH ($9.1Mmktcap)β¦team actively shipping creates room for more upside, targets higher.
2. $clawbank/@ClawBankHQ ^ this coin has both structure and narrative advantage, itβs only wise to expect a push above higher highs
3. $cred/@helixaxyz ^ this coin has more potential than the average runner, og dev, solid bagholders/workersβ¦i do think $cred will break ATH this week
4. $Lfi/@lienfiapp ^ 9 figs coin ranging around ath, dev shipping ridiculouslyβ¦majority targeted $10mil buh obvious $lfi is not done js yet
5. $solvr/@solvrbot ^ extremely undervalued low cap, js started paying attention but $solvrβs use-case is pretty interesting and worth being on my watchlist
my idea behind this list, given that βAI-AGENTSβ remains a mainstream narrative, anyone from this list has the potential to run up $1B market cap
each its own purpose, each is a potential runner.
Rebirth retweeted
β¨οΈππ‘π ππππ€ππ§π ππ«π’π₯π₯ β¨οΈ
A list of the top most interesting things that happened in the Market this week; πΏπππ‘ π πππ πππβπ ππ‘ π‘βπ πππ.
β @Nansen_ai API now supports @mpp(Machine payments protocol). Meaning agents can now call any nansen endpoint paying straight from its own wallet x.com/i/status/20487β¦.
β @Bbn_foundation, Consensys and layerzero all back Aave's Defi united recovery fund with $3M usdt, 30000eth and 10000eth Respectively. x.com/i/status/20484β¦
β @BitMNR adds 101,901eth to its eth holdings while also staking $508M in eth. The company now holds 4.3% of eths total supply + 10% of total staked supply.
β @ethereumfndn has sold 20,000Eth to Bitmine via OTC in the last 7days. Funds to go to ecosystem developments and core Ops. x.com/i/status/20503β¦
β @Pumpfun burns around $370M in buybacks and commits 50% of future revenue to more buybacks and burns. x.com/i/status/20492β¦
β According to @CertiKAlert combined $650m was lost to exploits/hacks in April alone. Highest ever number recorded since March 2022. x.com/i/status/20498β¦
β @HyperliquidX new prediction markets via HIP-4 is now Live.
β Over 500 dormant Eth wallets were drained resulting to a total loss of over $800k. Possible cause is remains unclear. x.com/i/status/20498β¦
β Lastly, @Bioprotocol Ecosystem has been heating up. Bio has already been included on Coinbase Listing roadmap. The presale for Their AI agent for peptide discovery (peptAI) designed a Novel peptide in 24hours. . .
πππ€ πππ‘π ππππ€πππ? ππππ¦ πππ π€ππ¦ π‘π ππππ ππ’π‘. ππΌ
0xb942B75A602fA318ac091370D93d9143Ba345Ba3
Aped $Mythos here.
Devs github is getting noticed with 45 stars already..
62k mcap.
