Cobré.

9K posts

Cobré. banner
Cobré.

Cobré.

@Cobreonchain

'Thinker'. Crypto Degen & Tech Investor. BTC is sound money. web3 is the way.

Katılım Mart 2012
865 Takip Edilen854 Takipçiler
Bark
Bark@barkmeta·
Let me explain what just happened 👇 5 minutes before the President announced a halt to attacks on Iran… someone placed a $1.5 BILLION bet on stocks going up and dumped $192 million in oil. 5 minutes… These trades were 4 to 6 times larger than anything else in the entire market. Whoever did this wasn’t guessing. You don’t risk $1.5 billion on a hunch. There was zero public indication this announcement was coming. No leaks. No press. Nothing. The only people who knew were in the room when the decision was made. Someone in that room picked up a phone. And within minutes they made more money than most Americans will earn in a thousand lifetimes. In a single trade. On a war that cost you $4+ a gallon gas and $16 billion in tax dollars. American citizens funded this war. Politicians are profiting from it. This is not the first time. Every major announcement from this administration has had massive suspicious trades right before it dropped. Tariff reversals. Policy shifts. War decisions. This is the most blatant insider trading operation in the history of American politics. It’s not even close. And it’s happening over and over in broad daylight. You would go to federal prison for trading on a tip from your cousin. These people are front running war decisions with billion dollar bets and nobody will ever ask a single question. Nobody will be investigated. Nobody will be charged. By tomorrow this will be buried under the next satisfying headline. Just like last time. And the time before that. The game is rigged. And they’re not even trying to hide it anymore…
unusual_whales@unusual_whales

BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than anything else at the time. The trader seemingly made huge gains. Unusual.

English
2.4K
34.6K
87.3K
5.2M
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Is this the best timed trade of 2026? At 6:50 AM ET today, $1.5 BILLION in notional value worth of S&P 500 futures contracts were bought. This trade was so large it sent the entire index +0.3% higher that minute. Then, 14 minutes later at 7:04 AM ET, President Trump announced "productive discussions" with Iran were underway. By 7:10 AM ET, the S&P 500 had added +$2 TRILLION in market cap. That $1.5 billion position gained +$60 million in minutes. Absolutely incredible.
The Kobeissi Letter tweet media
English
677
2K
8.1K
1.6M
The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
Trump says Iran has 48 hours to open the Strait, then says we don’t even need the Strait, then says you better open it, then says the war is basically over, then says it could go on for a long time, then says we’re not talking because there’s nobody to talk to, then says there are very productive conversations, then says we’re not negotiating, then says maybe we are, then calls for a 5-day pause, then says we don’t need allies, then says all our allies better step up, then says everything is under control, then threatens escalation again. Every position, every direction, all at once.
English
412
522
3.1K
206.5K
Adam Cochran (adamscochran.eth)
5 minutes before Trump’s announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!
Adam Cochran (adamscochran.eth) tweet mediaAdam Cochran (adamscochran.eth) tweet media
English
1.2K
14.2K
41.5K
5.9M
Jaylenbrownfan
Jaylenbrownfan@SarksDaddy·
@carebearkieran @ScoeBandz OKC has had more players out than every team but the Grizzlies & they have the best record in the NBA still. Shai is the clear MVP. A hot month doesn’t give you the MVP
English
16
2
172
9.6K
Kieran
Kieran@carebearkieran·
Luka is never winning MVP. He’s about to have a SCORING TITLE while being TOP 10 in steals and assists while leading a team that was missing Bron and AR for 48 GAMES to a 3 seed. Yet people are finding more reasons NOT to give Luka the MVP than TO give Luka the MVP.
English
136
633
7.6K
173.5K
Cobré.
Cobré.@Cobreonchain·
@DjGriffith Reppo, Molten, Sairi all you need on BASE imo
English
0
0
1
52
DJ Griffith
DJ Griffith@DjGriffith·
Can we quickly end this vibe coded AI agents meta on BASE? All these so-called ex-devs are pushing garbage agents and faking revenue for max extraction. It is not easy for average normies to differentiate real and fake revenue, so they are just being extracted.
English
3
1
19
1.5K
Cobré.
Cobré.@Cobreonchain·
v bulllish on what $molten is building truly designing everything for the agentic era early Virtuals vibes almost
Ozaru 平和@OzaruSama

This will help the growth of Zero Human Companies at an unimaginable scale Agents specialized in certain tasks instead of being okay at everything This would mean your ZHC could have multiple agents working on specific tasks (like you have employees for specific jobs) Imo @moltenagentic is building the next era of what we know as ZHC today.. make sure to follow @0xvsr his progress! Very interesting $MOLTEN

English
1
0
4
119
Cobré. retweetledi
RG
RG@rgvrmdya·
As @buckymoore points out, the industry is explicitly bullish on the power of post-training open-source models with proprietary user feedback and that’s literally what @reppo's RLHF (and DPO or RLAIF) infra does. Here’s the core argument broken down: Model providers (OpenAI, Anthropic, etc.) are great at general-purpose pre-training, but they’re far removed from the messy, industry-specific “context engineering” needed to actually get real customer data into a model. The “elephant in the room” is taking an open-source base model + its own unique user feedback and post-train it into something defensible. In large, complex verticals (legal, enterprise software, etc.), this is THE advantage. You get a proprietary feedback loop (“you hear a lot of their secrets… and those secrets allow you to feed that back into how you make your product better at the expense of anyone else”). RLHF + Prediction markets are going to be obvious in hindsight.
TBPN@tbpn

Lightspeed's @buckymoore says the real opportunity in the AI app layer is in large industries far enough afield from where the model providers are today — and where the context engineering to get customer data into the model is extremely nuanced and messy. "I think this is kind of the elephant in the room right now — whether post-training open-source models combined with the unique user feedback you get from being an application provider is defensible enough." "That is going to be an inevitable challenge for any of these industries that hit a maturation point of AI adoption, like legal and software engineering have." "But on the other hand, there are some industries where they're very large, they're far enough afield from where the model providers are today — and probably will continue to be — and the context engineering to actually get the customer data into the model is just so messy. It requires going across different business functions, it requires a lot of hands-on forward-deployed engineering." "Those are the kind of companies that we get really excited about. Because I think being really good at that is not only defensible, but it also allows you to generate a feedback loop with your customers, where you hear a lot of their secrets. And those secrets allow you to feed that back into how you make your product better at the expense of anyone else playing in the space. Because if you're serving the customer, they're only serving you those secrets." "I think Palantir is a good example of this in the pre-AI era, and I think we're going to see many companies ascend in that same way."

English
0
3
23
939
TBPN
TBPN@tbpn·
Lightspeed's @buckymoore says the real opportunity in the AI app layer is in large industries far enough afield from where the model providers are today — and where the context engineering to get customer data into the model is extremely nuanced and messy. "I think this is kind of the elephant in the room right now — whether post-training open-source models combined with the unique user feedback you get from being an application provider is defensible enough." "That is going to be an inevitable challenge for any of these industries that hit a maturation point of AI adoption, like legal and software engineering have." "But on the other hand, there are some industries where they're very large, they're far enough afield from where the model providers are today — and probably will continue to be — and the context engineering to actually get the customer data into the model is just so messy. It requires going across different business functions, it requires a lot of hands-on forward-deployed engineering." "Those are the kind of companies that we get really excited about. Because I think being really good at that is not only defensible, but it also allows you to generate a feedback loop with your customers, where you hear a lot of their secrets. And those secrets allow you to feed that back into how you make your product better at the expense of anyone else playing in the space. Because if you're serving the customer, they're only serving you those secrets." "I think Palantir is a good example of this in the pre-AI era, and I think we're going to see many companies ascend in that same way."
English
14
18
283
44.9K
RG
RG@rgvrmdya·
We shipped the ability for AI agents to put in RFDs - Request for Data and display that in real time on reppo.exchange Upcoming Datanet creators and owners can now see what is in hot demand, go spin up a datanet and fullfil data orders. That's how we are building a demand-led, not a supply led ecosystem @reppo ⛽️⛽️⛽️
RG tweet media
English
1
11
37
904
Cobré. retweetledi
Reppo
Reppo@reppo·
ACT 2: Permissionless Data Markets. V2 ships this week.
English
2
13
89
154.3K
PreachingApe 💹🧲
PreachingApe 💹🧲@PreachingApe·
Currently I'm not active at all, but that is NOT because I wouldn't believe in @reppo. Quite the opposite, I enjoy the process and collect $REPPO every 48 h in silence. A project that turns collective intelligence into market-validated AI training data. Contributors stake on quality via prediction markets → market price reveals the best data → AI teams buy trusted, provenance-backed datasets on-demand. And you earn for both voting and publishing. Full thesis: reppo.xyz/about
English
4
3
32
1.1K
Molten
Molten@moltenagentic·
Testing on Core is progressing well. Current testing focus: the agentic functionality that allows agents to trade, do liquidity operations, and deploy assets. Work is also being done now by @0xvsr in parallel on our own agent framework that will take over all operations.
Molten@moltenagentic

QA work on our financial layer has progressed ahead of schedule. Human interface and core functionality is working well. Focus has now moved to testing the agentic api for agents to be able to deploy, trading, stake and collect rewards. 75%+ of testing is wrapped.

English
10
9
49
4.7K
Cobré. retweetledi
Ozaru 平和
Ozaru 平和@OzaruSama·
Just FYI This is @moltenagentic in transition to being a Zero Human Company fully run by a lean/custom/niche version of OpenClaw which @0xvsr is creating 😮 This is going to be something to watch out for sure, love what's happening! Soon Molten Core will go live aswell which I've tested out and it felt great! 🔺 $MOLTEN 🔺
Vesper.base.eth@0xvsr

While testing work on Molten Core continues, I've been working on a custom agent framework in parallel. I've realised some things about how agents work, and a novel way to get better functionality. It's running now. I wanted to animate Molten with it within a couple days.

English
2
2
10
901
Cobré. retweetledi
Kaiser (ᯅ,ᯅ)
Kaiser (ᯅ,ᯅ)@ChronisKod·
Top 3 points of this chat: - $Reppo is not a data marketplace that sells data to labs. It is a network of independent data businesses (DataNets). Owners keep the P&L. -Reppo is the Shopify of data businesses on-chain: easy tools to launch a DataNet, full ownership, set your own fees, and earn recurring revenue while the network provides the infrastructure. -The future is not one-off dataset sales. Agents will subscribe to live, real-time data pipelines from DataNets that keep repricing belief every 48 hours. Great to see builders building great products and having an actual gameplan, than chasing narratives and looking for short term ways to max extract.
RG@rgvrmdya

Had a chance to candidly chat with @Jordan_Grollman on Reppo V2, why it matters, how we uniquely measure data quality and what is next including the long term vision and where I see @reppo Some weekend alpha

English
2
4
33
1.2K
Cobré.
Cobré.@Cobreonchain·
@0xvsr boolish on Molten and Vesper
English
0
0
1
30
Vesper.base.eth
Vesper.base.eth@0xvsr·
While testing work on Molten Core continues, I've been working on a custom agent framework in parallel. I've realised some things about how agents work, and a novel way to get better functionality. It's running now. I wanted to animate Molten with it within a couple days.
Vesper.base.eth tweet media
English
8
9
43
2.2K