
Taucro 🌐
1.1K posts






Virtually nobody is pricing in what's coming in AI. I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs, to the international situation and The Project. SITUATIONAL AWARENESS: The Decade Ahead







Cape Verde 🇨🇻 is the most developed country in West Africa.












GLM 5.2 is now live on Venice. @Zai_org's frontier open-source model built to power agents and long-horizon agentic coding, with High and Max reasoning modes for the hardest problems. Available fully private to Pro users.

The first real, 1:1 backed tokenized stocks are coming. → Own actual tokenized shares of U.S. companies → Trade, hold, and redeem - all onchain → Automatically receive dividends No derivatives, no IOUs. Welcome to the future of stocks.

aerodrome-finance:native is the third-largest DEX on the planet by volume. Its market cap is $318M. Read those two sentences again. THE BUSINESS - $12.4B in DEX volume over the last 30 days — only Uniswap and PancakeSwap do more - ~$150K/day in trading fees, and 100% of fees flow to veAERO lockers. The team keeps nothing. The purest real-yield model in DeFi. - $454M TVL — the token trades at 0.7x the liquidity it coordinates TOKENOMICS - 54% of circulating supply is locked in veAERO. Voters, not flippers. - Onchain holding data: 96% of wallets haven't moved a single coin in 30 days. Only 3.8% are actively trading. That's diamond-hand structure at the lows. - Mission 70 emission cuts already shrinking inflation - Holder count +23% YoY straight through a -43% drawdown THE JULY CATALYST The part nobody's pricing in: next month Aerodrome and Velodrome merge into one unified cross-chain DEX under AERO. - Expands from Base to Ethereum mainnet AND Circle's Arc chain - VELO absorbed into AERO — one token, all chains - MEV-resistant pools + permissionless listings ship with it The liquidity hub of Coinbase's L2 becomes a multi-chain liquidity network in ~30 days. Dated catalysts this clean are rare. DISTRIBUTION - Robinhood just opened AERO trading to retail - Base MCP is live — AI agents can now route DeFi flow on Base, and agents route to the deepest liquidity - Coinbase's entire onchain strategy runs through Base. Base's liquidity runs through Aerodrome. TECHNICALS - $0.335 — inside the $0.29-$0.40 accumulation band that preceded ~70% rallies in every prior extreme-fear event - RSI(7) at 29, oversold. 23% below the 200DMA. - Flat over 90 days while the rest of DeFi bled double digits. Quiet relative strength. - Fib extensions at $0.62 / $0.70 — a 2x just to fill prior structure. ATH is ~7x away. Extreme fear at 13. A top-3 DEX under a $350M cap. Half the supply locked. A chain-expansion catalyst 30 days out. Asymmetry doesn't announce itself. It looks exactly like this. NFA. DYOR. vylos.io








