
uhm12
478 posts













UMBRA-003 is live. The @umbraprivacy team has proposed the reclamation of tokens from its Meteora single-sided liquidity pool plus additional limited mint authority to facilitate bringing strategic investors into Umbra. Read the full proposal and trade it below.

Disagree with a16z completely. This is such a VC "everything will just workout" mindset and completely misses the structural flaws. x.com/jdorman81/stat… The biggest (and really only) difference between stocks and tokens is that equity investors trust equity issuers (partially for legal reasons, partially due to how long equities have been around). Now, that is often misguided, as management can still make terrible decisions with capital allocation (pay employees too much, make bad acquisitions, bad R&D expenses, etc)... but for the most part, paying dividends or doing buybacks is not necessary right away for equity investors because they either blindly trust management, or because they know eventually the profits of the entity will go to shareholders. Thus, dividends/buybacks can wait. But token issuers grow much faster than traditional companies, largely because of the token incentives that help these entities grow. Therefore, they should be paid back quicker. And buybacks are the ONLY viable path towards paying back tokenholders. The only thing that would change my mind would be if token issuers did a better job of communicating their visions, and built trust with their token holders. In doing so, then token holders might be willing to wait longer to be repaid.



Peptami, see you soon!

We’re excited to announce a collaboration between Eluent and @peptome_ai Peptome is the intelligence layer for human biology. Eluent is the verification layer for peptide identity, COA checks, batch confidence, and on-chain provenance. As part of the partnership: Peptome will embed Eluent’s verification badge across its compound cards, helping users move from peptide research powered by Peptome to verification. Eluent will embed Peptome’s protocol-builder link across Eluent dossiers, helping users move from verified peptide data to deeper protocol intelligence. Intelligence layer x verification layer. Because a protocol is only as strong as the peptide behind it.





UMBRA-003 is live. The @umbraprivacy team has proposed the reclamation of tokens from its Meteora single-sided liquidity pool plus additional limited mint authority to facilitate bringing strategic investors into Umbra. Read the full proposal and trade it below.

Live now: Sequence lookup, Solana commit/reveal receipts, DNA Match, Stack Mode, vendor data, and embed badges. Next up: Vendor onboarding, batch attestations, QR vial verification, and Janoshik COA cross-checks. $ELUENT 🧬⛓️


AVICI with the scam pump incoming









