Cosimo Capiτal ⚜️

@insomniacxbt Tao kings

50% move so far. tao men.

There’s a reason I’ve been screaming about $TAO for the past 2 years… Slowly, then all at once.

@rektober It looks like it may rise

what if i told u this chart doesn't look bad at all

@Hazanszn Gonna be a helluva summer

its about to get really insane

@kidponga Facts

I used to wake up every morning in a bull market and feel like I have missed a month while I slept It is the same thing now with agentic stuff

@KeithSingery @i_compounding @IOTA_SN9 @TAO_dot_com Pretty amazing

@i_compounding Have you downloaded @IOTA_SN9? There is no tutorial. You paste your Bittensor wallet address and hit start. Your computer does the work. Need a Bittensor wallet? @TAO_dot_com walkthrough we did is also foolproof.

It’s like 4 clicks to get started $TAO

@Smokey_ Dope

It’s official My wife and I will be having a baby girl in August.

@kupr1k @LayerZero_Core

This is what will happen to $ZRO price by 2030. You don't have much time left before September, 2026. Lock in, Anon.

@satoshimaxer @Hodling_hodler @pudgypenguins @LucaNetz

This chart of @pudgypenguins is probably the most underrated post I’ve seen about current and potential price action I’ve never been more bullish on this brand and what @LucaNetz has done and continues to do. I faded in 2022 I won’t this time Pudgys to 100 eth Lfgo

$TAO

@ChillTRD this rally will fail like the others

Never trusted this rally.

@rinneXBT hidden?

Gm if you believe in a hidden hyperliquid season.

People: Have you seen the Global M2 Money Supply, ISM, FOMC meeting,etc… Me: I’m looking at the Fartcoin market indicator

@Evanzsolomon @PortalVentures

If you were impacted by the Messari layoffs, feel free to DM me Happy make intros you with teams across the @PortalVentures portfolio and others in my network that are actively hiring

@CosimoCapital You motivate me to buy a 2nd pudgy ser

Greatness is born from one quality… DELUSION 🚀

Three charts, Three protocols. The same story playing out simultaneously and almost nobody is talking about it. The Solana chart from 2023 shows something most people have backwards. Price moved first. TVL flooded in afterward. Sentiment unlocked the capital, not the other way around. The fundamental activity didn't create the move. The move created the conditions for the fundamental activity to get noticed. Now look at $ZRO. Price collapsed after the airdrop as they always do. Bridge volume didn't. It built steadily from near zero to $500M to $1B in daily volume running consistently through all of 2025 and into 2026 while the market completely ignored it. Usage growing through a bear phase without incentives is one of the rarest signals in this industry. Now look at $CC. Canton Network went from essentially zero cumulative unique parties in mid 2024 to 400,000 by early 2026. Daily active users from near zero to 75,000 plus with the trend still accelerating. Daily transactions from nothing to approaching 1,000,000. Three separate metrics all hockey sticking simultaneously while the token trades at fifteen cents. This is the Crypto Mag 7 thesis in three charts. Protocols where the underlying activity kept building through the bear phase while prices went nowhere. The divergence between what these networks are actually producing and what the market is currently pricing them at is either the most interesting asymmetry in crypto right now or a value trap. The Solana precedent suggests that when sentiment eventually finds protocols with genuine economic activity underneath them the repricing doesn't happen gradually. It happens all at once and the activity that was already there provides the foundation for it to sustain rather than collapse. No promises on timing, But the setup is worth understanding. $HYPE $ZRO $CC

@natashaghoskins Wait do you have a source for this?

The founder of Stripe just said we will look back on q12026 and everyone will say it was so obvious then that crypto was about to explode. And I feel sick I will never be free of this industry

@SMtrades_ Should trade based on volatility and on-chain metrics. I think people will see that in due time

Hype has the ability to run its own trend independent of the market. All eyes are on it. 100$ will approach rapidly

@YuvalRooz @DigitalFinanceD radical transparency

Thank you for this note. I’m 100% aligned with you. This is going to happen and I’m happy for you to screenshot this. The challenge is how to create the right economical model that people don’t take processing off subnets because the economical structure doesn’t make sense. I’ll give you an example: When you run sell a life insurance, you make money on the premium. That is a single event. But you want the insurance company to run the entire stack on the ledger. But a life insurance contract has many updates to the ledger daily. If all of those pay the same economics of mainnet, the financial model of the insurance company blows up. So you want to figure out the right mechanism how to burn CC that it’s like running on AWS. We’re literally looking how to solve this daily. This will happen. And sooner than you think. Hope this helps.

100% yes. In the OEM/industrial world, you don't give away the architecture for free just because the server is private. You charge for the utility. Right now, banks get a 'free ride' on subnets. Turn on the $CC burn. Even at a fraction of legacy licensing costs, it forces skin in the game. Plus, as Super Validators, they benefit twice: once on efficiency and once on the capital appreciation of their own $CC holdings as supply shrinks. Don't build Ripple 2.0; build a network where institutional utility = fundamental value.