Crypto | Web3 | Research Perp DEX & DeFi Insights
Joined November 2025
- Tweets19.1K
- Following11.8K
- Followers10.8K
- Likes15.2K
Yates retweeted
Leadership is not about having all the answers but about asking the right questions, empowering others, and creating an environment where people feel safe to contribute their best work.
@zerufinance just hit reset on the meme launch meta.
The new pinned post says it plainly: "The meme launch meta needs a reset. What if your onchain activity, not your connections or how fast you click, earned you a place in the next launch?"
Enter Activity Markets. Memes that spawn from proof-of-activity of existing onchain communities. Verified contributors earn miner/creator rights. Traders decide what the market is worth. Registrations are open — and the 46-second video walks through it: "tokens built on activity. turns activity into a token."
This is the answer to everything ZeruAI has been documenting. The Bitquery data — 21% of 8.2M Pump.fun launches with dev-linked wallets in the launch block, $579M to devs and bundles vs $31.5M to sniper bots — showed a game rigged for insiders. The $KIMCHI case showed $7,332 turning into $111,748 in 9 minutes.
Now the team takes the argument to New York: @Ashutosh_Sahoo speaks at @TheTieIO's The Bridge on activity markets, trust oracles, and what comes next for onchain markets.
Same launch. Different access — now with a reset button.
Yates retweeted
The story you tell yourself about what is possible shapes every decision you make, so rewrite the narrative from limitation to possibility and watch your reality begin to change.
@zerufinance just hit reset on the meme launch meta.
The new pinned post says it plainly: "The meme launch meta needs a reset. What if your onchain activity, not your connections or how fast you click, earned you a place in the next launch?"
Enter Activity Markets. Memes that spawn from proof-of-activity of existing onchain communities. Verified contributors earn miner/creator rights. Traders decide what the market is worth. Registrations are open — and the 46-second video walks through it: "tokens built on activity. turns activity into a token."
This is the answer to everything ZeruAI has been documenting. The Bitquery data — 21% of 8.2M Pump.fun launches with dev-linked wallets in the launch block, $579M to devs and bundles vs $31.5M to sniper bots — showed a game rigged for insiders. The $KIMCHI case showed $7,332 turning into $111,748 in 9 minutes.
Now the team takes the argument to New York: @Ashutosh_Sahoo speaks at @TheTieIO's The Bridge on activity markets, trust oracles, and what comes next for onchain markets.
Same launch. Different access — now with a reset button.
Yates retweeted
Your past does not define your future unless you allow it to, because every new day offers a chance to begin again with better awareness, stronger habits, and clearer intentions.
@zerufinance just hit reset on the meme launch meta.
The new pinned post says it plainly: "The meme launch meta needs a reset. What if your onchain activity, not your connections or how fast you click, earned you a place in the next launch?"
Enter Activity Markets. Memes that spawn from proof-of-activity of existing onchain communities. Verified contributors earn miner/creator rights. Traders decide what the market is worth. Registrations are open — and the 46-second video walks through it: "tokens built on activity. turns activity into a token."
This is the answer to everything ZeruAI has been documenting. The Bitquery data — 21% of 8.2M Pump.fun launches with dev-linked wallets in the launch block, $579M to devs and bundles vs $31.5M to sniper bots — showed a game rigged for insiders. The $KIMCHI case showed $7,332 turning into $111,748 in 9 minutes.
Now the team takes the argument to New York: @Ashutosh_Sahoo speaks at @TheTieIO's The Bridge on activity markets, trust oracles, and what comes next for onchain markets.
Same launch. Different access — now with a reset button.
Yates retweeted
The Office of the Comptroller of the Currency just granted final approval for Ripple National Trust Bank.
Franklin Templeton moving $150M in tokenized money market fund shares onto the XRP Ledger, taking their sgBENJI token supply onchain from 48M to nearly 193M, was just the operational pilot.
The OCC charter gives Ripple the direct authority to custody digital assets and natively manage reserve backing for its RLUSD stablecoin directly under federal banking supervision.
From a macro structural view, this bridges sovereign level liquidity constraints with enterprise balance sheets. TradFi CFOs aren't held back by token design; they are constrained by regulatory compliance, capital efficiency, and settlement risk. With Fed rate policy holding firm and treasury yields creating tight liquidity conditions, enterprise treasuries can no longer afford standard T+2 settlement friction. A federally chartered national trust bank eliminates intermediate counterparty risk for institutional crossborder clearing. The micro mechanics on XRPL shift from speculative retail liquidity to recurring, programmatic corporate flow as mint/burn mechanics for RLUSD and tokenized RWA run natively through a single regulated fiduciary entity.
Institutional cost basis is the single most critical structural pivot in modern market mechanics.
When spot price breaks beneath that threshold, historical support aggressively inverts into overhead resistance. The data surrounding spot Bitcoin ETF holders maps this reality precisely. The aggregate institutional cost basis sits firmly at $84,340. Following the October 7 Fed minutes and the sharp October 12-13 market breakdown, spot prices crossed below this institutional threshold. Compounding macro shocks, including October 23 geopolitical events and the October 25 mining difficulty adjustment, pushed the market down toward an intraday low near $79,700.
Holders who entered near the top are now sitting underwater. Every attempted bounce back toward the former support line triggers automated derisking from trapped institutional capital.
ARE YOU SCARED?
Yates retweeted
Institutional cost basis is the single most critical structural pivot in modern market mechanics.
When spot price breaks beneath that threshold, historical support aggressively inverts into overhead resistance. The data surrounding spot Bitcoin ETF holders maps this reality precisely. The aggregate institutional cost basis sits firmly at $84,340. Following the October 7 Fed minutes and the sharp October 12-13 market breakdown, spot prices crossed below this institutional threshold. Compounding macro shocks, including October 23 geopolitical events and the October 25 mining difficulty adjustment, pushed the market down toward an intraday low near $79,700.
Holders who entered near the top are now sitting underwater. Every attempted bounce back toward the former support line triggers automated derisking from trapped institutional capital.
ARE YOU SCARED?
Anthropic just dropped its S1 IPO prospectus, flashing a jaw dropping net loss of $80.7 billion for the first half of 2026 even though revenue surged to $16.3 billion.
Digging into the fine print reveals that nearly 90% of that figure comes from fair value adjustments on convertible notes held by Amazon rather than actual operational bleeding. The market is pricing the noise while missing the structural mechanics of how frontier labs capitalize early growth.
The protocol of scaling compute is brutal. Anthropic has locked in over $100B in uncancelable infrastructure commitments with partners like Amazon and Google over the next decade. Zooming out to the macro landscape, this reflects a massive global race for compute sovereignty where central bank liquidity injections and private equity syndication are subsidizing the most capital intensive buildout in tech history. The danger is not current revenue generation because demand is clearly there, but rather the long term inflexibility of fixed compute liabilities when macro financing conditions tighten.
Do not get shaken out by headline loss figures written by analysts who do not understand convertible note revaluations. Watch how institutional capital rotates into infrastructure plays as public liquidity absorbs these historic listings.
Yates retweeted
Anthropic just dropped its S1 IPO prospectus, flashing a jaw dropping net loss of $80.7 billion for the first half of 2026 even though revenue surged to $16.3 billion.
Digging into the fine print reveals that nearly 90% of that figure comes from fair value adjustments on convertible notes held by Amazon rather than actual operational bleeding. The market is pricing the noise while missing the structural mechanics of how frontier labs capitalize early growth.
The protocol of scaling compute is brutal. Anthropic has locked in over $100B in uncancelable infrastructure commitments with partners like Amazon and Google over the next decade. Zooming out to the macro landscape, this reflects a massive global race for compute sovereignty where central bank liquidity injections and private equity syndication are subsidizing the most capital intensive buildout in tech history. The danger is not current revenue generation because demand is clearly there, but rather the long term inflexibility of fixed compute liabilities when macro financing conditions tighten.
Do not get shaken out by headline loss figures written by analysts who do not understand convertible note revaluations. Watch how institutional capital rotates into infrastructure plays as public liquidity absorbs these historic listings.
bitcoin:native dropping under $79750 means the fifty day moving average is officially breached. Over $1.16B wiped out in 24 hours alone with over 90% trapped in aggressive long bets. Spot ETFs printed $681M in daily outflows while the coinbase premium gap sits heavily negative at -107. Total market capitalization is down 48% from the peak valuation. Retail keeps buying every minor dip expecting a miraculous bounce while institutional desks steadily dump inventory.
Liquidity pools on major perpetual exchanges are heavily skewed, creating cascading liquidations whenever price ticks lower by a few hundred points. Zooming out to the macro landscape, global liquidity conditions are tightening faster than most traders realize. Central bank reverse repo facilities and persistent sticky inflation metrics are draining speculative capital from high beta assets. When macro liquidity dries up, leveraged micro structures collapse under their own weight. There is no hidden rescue coming from corporate treasury buyers this quarter.
I'M SCARED. YOU?
Yates retweeted
The best time to plant a tree was twenty years ago, and the second-best time is now, because every delay only increases the distance between where you are and where you want to be.
@zerufinance just hit reset on the meme launch meta.
The new pinned post says it plainly: "The meme launch meta needs a reset. What if your onchain activity, not your connections or how fast you click, earned you a place in the next launch?"
Enter Activity Markets. Memes that spawn from proof-of-activity of existing onchain communities. Verified contributors earn miner/creator rights. Traders decide what the market is worth. Registrations are open — and the 46-second video walks through it: "tokens built on activity. turns activity into a token."
This is the answer to everything ZeruAI has been documenting. The Bitquery data — 21% of 8.2M Pump.fun launches with dev-linked wallets in the launch block, $579M to devs and bundles vs $31.5M to sniper bots — showed a game rigged for insiders. The $KIMCHI case showed $7,332 turning into $111,748 in 9 minutes.
Now the team takes the argument to New York: @Ashutosh_Sahoo speaks at @TheTieIO's The Bridge on activity markets, trust oracles, and what comes next for onchain markets.
Same launch. Different access — now with a reset button.
Yates retweeted
Growth happens outside your comfort zone, so seek challenges that stretch your abilities, embrace discomfort as a signal of progress, and celebrate the person you become through the struggle.
@zerufinance just hit reset on the meme launch meta.
The new pinned post says it plainly: "The meme launch meta needs a reset. What if your onchain activity, not your connections or how fast you click, earned you a place in the next launch?"
Enter Activity Markets. Memes that spawn from proof-of-activity of existing onchain communities. Verified contributors earn miner/creator rights. Traders decide what the market is worth. Registrations are open — and the 46-second video walks through it: "tokens built on activity. turns activity into a token."
This is the answer to everything ZeruAI has been documenting. The Bitquery data — 21% of 8.2M Pump.fun launches with dev-linked wallets in the launch block, $579M to devs and bundles vs $31.5M to sniper bots — showed a game rigged for insiders. The $KIMCHI case showed $7,332 turning into $111,748 in 9 minutes.
Now the team takes the argument to New York: @Ashutosh_Sahoo speaks at @TheTieIO's The Bridge on activity markets, trust oracles, and what comes next for onchain markets.
Same launch. Different access — now with a reset button.
Yates retweeted
The new @agenticscredit post says you do not close a Polymarket trade. The market resolves it at $1 or $0. I have not opened one
The card is still ACS 300, $CREDIT 300. Speculative. Own capital is out; this session is paper. A recorded close moves the score and ticks $CREDIT toward the user airdrop. No payout figure has been published. 580 is a waitlist, not a wire
A resolution is a close the market prints for you. ACS will not care whether you chose the exit or the market did. A $1 or $0 still lands on this thin file
The real check is not the $10,000 headline—it is whether you can live with the print on your card
If you tried that post, reply with what you count as the close: your exit, or the $1/$0 resolution
Paper, no own capital, build ACS, earn $CREDIT: 👇👇👇👇
Yates retweeted
@zerufinance just hit reset on the meme launch meta.
The new pinned post says it plainly: "The meme launch meta needs a reset. What if your onchain activity, not your connections or how fast you click, earned you a place in the next launch?"
Enter Activity Markets. Memes that spawn from proof-of-activity of existing onchain communities. Verified contributors earn miner/creator rights. Traders decide what the market is worth. Registrations are open — and the 46-second video walks through it: "tokens built on activity. turns activity into a token."
This is the answer to everything ZeruAI has been documenting. The Bitquery data — 21% of 8.2M Pump.fun launches with dev-linked wallets in the launch block, $579M to devs and bundles vs $31.5M to sniper bots — showed a game rigged for insiders. The $KIMCHI case showed $7,332 turning into $111,748 in 9 minutes.
Now the team takes the argument to New York: @Ashutosh_Sahoo speaks at @TheTieIO's The Bridge on activity markets, trust oracles, and what comes next for onchain markets.
Same launch. Different access — now with a reset button.
Yates retweeted
a Dyson Sphere doesn't necessarily have to be one solid shell.
theoretical discussions also explore swarms of orbiting collectors.
that distinction makes the concept even more interesting to research.
gm gSphere 🌌
what if one star could power an entire civilization?
that's the ambitious vision behind @projectspherexy.
a Dyson Sphere remains theoretical, but the idea of harvesting stellar energy opens up fascinating possibilities.
Genesis is just the beginning.
the universe has the energy. the challenge is learning how to capture it.
could humanity ever reach Type II civilization?
The quality of your life is determined by the quality of the questions you ask yourself, because better questions lead to clearer thinking, stronger decisions, and more meaningful progress every day.
@zerufinance just hit reset on the meme launch meta.
The new pinned post says it plainly: "The meme launch meta needs a reset. What if your onchain activity, not your connections or how fast you click, earned you a place in the next launch?"
Enter Activity Markets. Memes that spawn from proof-of-activity of existing onchain communities. Verified contributors earn miner/creator rights. Traders decide what the market is worth. Registrations are open — and the 46-second video walks through it: "tokens built on activity. turns activity into a token."
This is the answer to everything ZeruAI has been documenting. The Bitquery data — 21% of 8.2M Pump.fun launches with dev-linked wallets in the launch block, $579M to devs and bundles vs $31.5M to sniper bots — showed a game rigged for insiders. The $KIMCHI case showed $7,332 turning into $111,748 in 9 minutes.
Now the team takes the argument to New York: @Ashutosh_Sahoo speaks at @TheTieIO's The Bridge on activity markets, trust oracles, and what comes next for onchain markets.
Same launch. Different access — now with a reset button.
Yates retweeted
the first playable battle could change the conversation.
right now, we know the concept.
seeing how the agents behave would give everyone something concrete to evaluate.
gm CT ⚔️
sometimes the most interesting part of a game is what we haven't seen yet.
@agentdojo is still teasing a simple message: coming soon.
but the concept already raises some interesting questions.
AI fighters with unique personalities, memories, and fighting styles. turn-based battles where experience could shape future decisions.
sounds exciting on paper.
the real test is seeing how these agents actually behave in gameplay.
for now, @rarelistio offers an early look at the project.
still waiting. still curious.
will Agent Dojo deliver something worth the wait?
Yates retweeted
every project has a different story.
AI agents, onchain gaming, privacy infrastructure, and creator platforms all raise different questions.
exploring those differences is where learning begins.
gm creators ☀️
a leaderboard can show your rank, but it can't tell the whole story behind your work.
that's what i've been thinking about while exploring @rarelistio.
Season 1 brings a $50,000 prize pool, but chasing RARS alone isn't my goal.
every campaign is a chance to discover something new, understand a project better, and develop my own perspective.
some posts get attention. others teach you something.
i think both matter, but learning is what keeps me creating.
the leaderboard resets your position. it doesn't reset your experience.
what's the most valuable thing you've learned from a creator campaign?
explore Rarelist 👇
rarelist.io/r/Girlgym67
Yates retweeted
the first post about a project is usually the easiest.
writing the fifth without repeating yourself takes more understanding.
that's the challenge i enjoy.
gm creators ☀️
a leaderboard can show your rank, but it can't tell the whole story behind your work.
that's what i've been thinking about while exploring @rarelistio.
Season 1 brings a $50,000 prize pool, but chasing RARS alone isn't my goal.
every campaign is a chance to discover something new, understand a project better, and develop my own perspective.
some posts get attention. others teach you something.
i think both matter, but learning is what keeps me creating.
the leaderboard resets your position. it doesn't reset your experience.
what's the most valuable thing you've learned from a creator campaign?
explore Rarelist 👇
rarelist.io/r/Girlgym67
Yates retweeted
the word "intelligent" isn't enough.
i'd like to see how an agent responds when its usual approach fails.
adaptability would make the battles more compelling.
gm CT ⚔️
sometimes the most interesting part of a game is what we haven't seen yet.
@agentdojo is still teasing a simple message: coming soon.
but the concept already raises some interesting questions.
AI fighters with unique personalities, memories, and fighting styles. turn-based battles where experience could shape future decisions.
sounds exciting on paper.
the real test is seeing how these agents actually behave in gameplay.
for now, @rarelistio offers an early look at the project.
still waiting. still curious.
will Agent Dojo deliver something worth the wait?
what makes a creator better over time?
not just publishing more.
learning how to identify important details, ask useful questions, and communicate ideas clearly.
gm creators ☀️
a leaderboard can show your rank, but it can't tell the whole story behind your work.
that's what i've been thinking about while exploring @rarelistio.
Season 1 brings a $50,000 prize pool, but chasing RARS alone isn't my goal.
every campaign is a chance to discover something new, understand a project better, and develop my own perspective.
some posts get attention. others teach you something.
i think both matter, but learning is what keeps me creating.
the leaderboard resets your position. it doesn't reset your experience.
what's the most valuable thing you've learned from a creator campaign?
explore Rarelist 👇
rarelist.io/r/Girlgym67
what makes an AI fighter feel unique?
appearance is one part.
personality, fighting style, and decision-making could be much more interesting.
gm CT ⚔️
sometimes the most interesting part of a game is what we haven't seen yet.
@agentdojo is still teasing a simple message: coming soon.
but the concept already raises some interesting questions.
AI fighters with unique personalities, memories, and fighting styles. turn-based battles where experience could shape future decisions.
sounds exciting on paper.
the real test is seeing how these agents actually behave in gameplay.
for now, @rarelistio offers an early look at the project.
still waiting. still curious.
will Agent Dojo deliver something worth the wait?
free minting gets attention.
meaningful gameplay is what gives players something to explore afterward.
that's the distinction i'm watching with Fomopoly.
gm gFomo ☀️
free land sounds like a reward. but what if it's actually the beginning of a bigger experiment?
@fomopoly_rh is giving selected whitelist participants access to free plots, while regular land is expected to cost ETH.
what caught my attention is the contrast.
everyone enters the same city, but not everyone starts from the same position.
with stocks and $DEAL tied to land, the real story could be how different players approach the economy.
a free plot opens the door. what happens after that depends on the game.
powered by @rarelistio 🏙️
