dinho

$CALVIN continues to execute More coming soon... cabalcalvin.com/dashboard

@alturax @merkl_xyz awesome

AVLT holders now earn bonus stablecoin rewards. Starting today, @merkl_xyz will distribute USDC incentives among wallets holding AVLT. This campaign is live for 72 hours only 🦉

@matty_ agreed

Retail buyers want private market exposure… on their own terms More than $360bn of retail capital is deployed in private markets, and that’s just the start. Not only is this number growing 60% annually, retail investors currently only allocate about 3%-6% of their portfolios to private markets. Institutional investors are generally closer to 15%-30%, meaning the retail market could easily exceed $1 trillion in the next few years. And Wall Street has noticed. Seeking to capitalize on this trend, Robinhood and Fundrise have been experimenting with bringing late-stage, preIPO startup exposure to the masses. Robinhood recently launched $RVI, a publicly traded closed-end fund that trades like an ETF and holds exposure in hot names like Databricks, Ramp, Revolut and others. Fundraise had planned its own fund with an arguably even stronger portfolio including Anduril, Anthropic, SpaceX, and OpenAI. But as it turns out, retail buyers don’t just want overall exposure - they want to pick names and trade undervalued future breakout startups, the same way they trade public stocks. $RVI dropped 11% on its first day of trading and Fundrise quietly postponed their fund’s launch. The main issue seems to be that retail investors interested in private markets either: a. Want to buy the single names they’re most excited about, not a basket someone else has put together for them; and/or b. Don’t want to buy companies already trading at $50bn+ valuations, they want to buy the future companies that will reach these valuations. Robinhood’s users famously prefer to trade single name stocks over funds like ETFs - one study found that just 5% of users’ holdings were in ETFs. And funds carry challenges that don’t apply to trading public single name stocks. Closed-end funds can have share prices that diverge wildly from their underlying value. DXYZ hit a 2,000% premium to NAV in its first month - investors were paying $77 per share for ~$5 of underlying assets. Interval funds like PRIVX avoid the premium problem by pegging their price to fluctuate with the underlying NAV, but limit redemptions to quarterly windows in order to do so. Neither structure has solved the fundamental tension: private assets are illiquid by nature, and forcing them into liquid wrappers requires engineering tradeoffs. Enabling a familiar user experience is exactly where tokenized private market infrastructure becomes relevant. Onchain pricing, real-time NAV updates, and continuous secondary liquidity address the exact structural problems these funds products are encountering. With Securitize already managing $4bn in tokenized assets for BlackRock, Apollo, and Hamilton Lane, and the DTC tokenization pilot launching in H2 2026, this is the year of tokenized private markets. The question is which infrastructure delivers the best end user experience.

Trading update... $CALVIN's long on HYPE was a success PnL = +$668.23

@matty_ great read, as always

Calvin’s world-class ML trading agent isn't for everyone. Access to the Vault and these automated strategies is exclusive to $CALVIN holders. ​If you want the AI mole working for you, you need to be part of the community. ​Stop watching from the sidelines. Join @cabalcalvin

This could have been your capital growing. ​ $CALVIN is not just an AI mole; it’s a profit machine. ​With +31.90% on $BTC and +26.33% on $HYPE in just 3 trades, the machine learning model is proving its worth in real-time. ​Stop watching from the sidelines. Let Calvin do the work

the worst web3 company on solana is probably bags I’m calling on everyone to sign a petition and cancel them idk how they’re still relevant. grifters

seems like @finnbags has moved on from farming his platform's traders to scamming his ecosystem developers. never trust a founder who preys off of degeneracy. hopefully the $calvin team get what they deserve.

@devonfigures @finnbags @BagsHackathon @BagsApp dont waste your time, 99% sure its rigged as their other “contests”

@finnbags @BagsHackathon @BagsApp @finnbags would love to chat with anyone from the bags team. Have sent a few DMs.

Submit your app to the @BagsHackathon $4,000,000 in funding for builders on @BagsApp Applications will be accepted on a rolling basis. We're looking for the best builders on chain. 400+ applications currently in review. 100 winners only. Apply below 👇 bags.fm/hackathon

@MCGlive larp as always, use it at least and you will see. Funny how they think they are competing against claude and codex.

With $GSD, OpenClaw now has a tool that allows it to continuously code without losing context. OpenClaw does not yet have a system where you can tell it to build something via Telegram and return 24 hours later to find it still building. "We have finally given OpenClaw a tool which allows it to safely and continuously code in the background without losing context." "It works perfectly with OpenClaw." - @official_taches founder of @gsd_foundation

@BNNBags @gsd_foundation @BagsApp dirty @BagsApp rigged contest, I bet you don’t even have the 4M and 100 mac minis you say… not even the 100k of this contest. Thats why you had to let an insider project win!

BREAKING: $GSD @gsd_foundation WINS THE @BagsApp $100K CHALLENGE 🏆