Cosimo Capiτal ⚜️

found the best espresso martini in London

💀 RIP crypto 2017-2026 💀 You will be missed 🫡 (I spent way too long making this lol)

triple impulse on VVV trend breaking on the 4h ggwp.

DeFi Tokenomics is coming to AI ​ Venice introduced DIEM → stake VVV, earn ~18% APY and mint DIEM, tokenized inference credit that generates $1/day in platform credits till perpetuity. ​ BUT, there are many people who minted DIEM but has no use for it. $1/day just goes to waste. AntSeed built on this premise, takes the $1/day inference credit, and sell it to AI users who're interested in discounted credits. ​ Yields for DIEM owners, cheaper inference for AI users, yields on top of yields for VVV stakers. ​ Dolphin pushes the design space a step further: - Perpetual inference credits accrue directly to POD - Node operators, validators, investors align interests by staking - Staking auto-compound yields from network buybacks - The longer the stake, the higher the multiplier for node rewards - Unstaking triggers 3 months of lockup ​ There's veCRV-like mechanic where stakers will be able to re-direct their unused inference credits to other people — instead of bribe market for voting power, we're getting bribe market for inference. ​ My Idea: Just like when Penpie & Equilibria were building on top of Pendle's vePENDLE (2023-25), governance aggregators could accumulate POD, stake them, create liquid wrappers/maximize yields for stakers via the bribe market. ​ Pendle itself could list both DIEM & POD in the future, and create PT/YT markets where investors can speculate on yields with YT if they think inference demand is high OR fixed the yields with PT if they think inference demand is going down. ​ Looping strategy could also be built around PTs (or around original assets directly), essentially enabling leverage inference farming ​ Cool DeFi tokenomics design is definitely coming back

Ok so let’s say all these guys invested in high growth tech stocks for 3 decades start sellling Where are they going to rotate to? Cash? no thats goin to zero Metals? boring & no edge Value stocks? maybe but also no edge No. They’re going to rebalance to try to pick winners and losers. They’re going to rotate out of losers into winners. Tech stocks will trade like shitcoins soon. Exciting times!

Consensus Miami is officially the beginning of bullish conference vibes again and it’s much much needed.

Another day, another startup telling us what's coming. Flapping Airplanes is valued at 1.5B with investment from Google and Nvidia. From day one, they made it clear: the algorithms aren't getting shared. Their thesis: AI is wildly data-inefficient and that the path to AGI is finding fundamentally different learning algorithms. They're targeting >1,000x improvement. Eighteen months ago the founder was openly publishing through Stanford. Now he's sitting on $1.5B of stealth IP. This is what science looks like in 2026. And remember, this shift is new. Research like this used to get published openly. Now, companies raise a huge amount and need to capture value, so everything stays private. Sequoia (their lead investor) specifically mentioned their reason for investing: "we are 2-3 research breakthroughs away from an 'AGI' intelligence." Thoes "breakthroughs" are algorithms. If those algorithms stay private, whoever owns them owns the future of AI. We HAVE to ensure they stay open.

I’m not doing this X thing correctly. I’m the CFO of a company that just announced the largest crypto M&A deal in history, I posted about it, then reposted my own posts and somehow I only gained one follower this week…. Can someone tell me what I’m doing wrong?

So early.

Hal Finney basically described the STRC endgame in 2010. Bitcoin becomes high-powered money. Financial institutions issue credit and digital cash on top of it. Bitcoin settles the base layer. The market prices different issuers by reserve quality, risk, and redemption confidence. That is not a betrayal of Bitcoin. That is Bitcoin eating banking from underneath.