Marco Polo

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Marco Polo

Marco Polo

@MarcoPoloMaps

Educational cryptography! Charting the uncharted territories of the crypto world and mapping out the future of finance. 🌍💰

Katılım Nisan 2022
801 Takip Edilen191.7K Takipçiler
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Marco Polo
Marco Polo@MarcoPoloMaps·
I don’t back every RWA name out there, I stick with 3 that I trust: 🔹 $RIO – a compliant L1 for tokenisation, with Freehold app moving capital onchain. 🔹 $CPOOL – decentralised credit with $850M in loans to Jane Street, Wintermute & more, that’s real adoption. 🔹 $PROPS – tokenised properties selling out in hours, audited and designed for investors that want exposure to real estate. 🔹 $INJ – programmable RWAs, stocks & commodities onchain, with ETF momentum heating up. Together they cover tokenisation, credit markets, stock and commodities and property deals That’s the future I’m betting on.
Coinesper@coinesper

7 RWA projects for any research list: 1/ $RIO (@realio_network) - A Cosmos-based, cross-chain Layer-1 ecosystem dedicated to tokenizing and issuing RWAs like real estate and private equity, combining DeFi tools with regulatory compliance. - Built by a team blending blockchain, real estate, and securities expertise. 2/ $CPOOL (@ClearpoolFin) - Decentralized credit marketplace tailored for institutions. - Has originated over $850M in loans to borrowers including Jane Street, Wintermute, Flow Traders, and others. 3/ $PROPS (@PropbaseApp) - Tokenizes premium Southeast Asian properties, including hotels and residences. - Each listing undergoes third-party valuation audits; a tokenized Bangkok property (Cassia by Banyan Tree) sold out in 27 hours, with 150+ investors participating. 4/ $INJ (@injective) - Brings programmability to RWAs like stocks and commodities via its iAssets infrastructure. - Canary Capital has filed with the SEC to create the first U.S. staked-INJ ETF, now in public comment phase. 5/ $ONDO (@OndoFinance) -Supported by Founders Fund, Pantera Capital, and Coinbase Ventures. -Developed tokenized wrappers for BlackRock’s short-term US Treasury ETFs (e.g., BUIDL, OUSG) and offered an accessible Treasury product integrated into its offering. - Recently launched a $250M fund with Pantera to drive RWA tokenization initiatives. 6/ $LINK (@chainlink) - Powers BlackRock’s BUIDL tokenized fund via Chainlink Data Feeds. - Partnered with the U.S. Department of Commerce to on-chain real macroeconomic data such as GDP and PCE. - Grayscale recently filed with the SEC to convert its Chainlink Trust into a spot ETF. 7/ $BST (@Blocksquare_io) - Established a Luxembourg-based, MiCA-aligned, notarized real estate tokenization framework integrated with land registries, making asset claims legally enforceable under EU law.

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Crypto Tony
Crypto Tony@CryptoTony__·
2026 CHALLENGE: - No porn - No alcohol - 4-6 eggs/day - 3 liters of water - 6-7 hours of sleep - 10,000+ steps/day - 100 push-ups daily - No meals in the morning - Write at least 100 words daily - Write 5 things you're grateful for - Do not get liquidated Who’s in?
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Openτensor Foundaτion
Openτensor Foundaτion@opentensor·
The first TAO halving has occurred. - Current block reward: 0.5 TAO. - Current daily emission: ~3,600 TAO. - TAO halving reduces emission rate by 50% - Halves: TAO emissions & subnet Alpha pool injections - Unchanged: Alpha participant rewards (miners, validators + earned stake.)
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Marco Polo
Marco Polo@MarcoPoloMaps·
A lot of you are asking me what I’m doing in this market. You need to understand that most of the time the market looks boring and then it moves with a BANG. I am never trying to out trade the chop. It is pointless. Unless you’re a full time, who is also consistently profitable trader (almost no one is), this is the phase where you just accumulate and believe in the long term vision of the entire ecosystem. You know my approach for such times: •⁠ ⁠Add on weakness •⁠ ⁠Stay allocated to ecosystems with real traction $SOL •⁠ ⁠Ignore the noise. We are in mid cycle and this is where the shake out of impatient capital occurs. For more riskier plays, find good projects that will benefit the most when the true hype returns. Most people try to “time” the expansion. I’m positioning before it, because when liquidity returns, it reprices everything faster than you can react.
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Marco Polo
Marco Polo@MarcoPoloMaps·
Gm chads, My $TAO positions are just getting bigger and bigger. @taostats gives me so much useful infos. Big change for $TAO stakers this week: By default, you’ll now receive Alpha tokens instead of auto-swapped $TAO. If you still want $TAO rewards — go to dash.taostats.io/stake/claim and set your claim type to SWAP. This marks a new era for subnet growth. Don’t sleep.
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Andy ττ
Andy ττ@bittingthembits·
Ths coming $TAO halving. Isn't just halving $TAO. Now, what if Subnets outperforming $TAO? Only 18% of the max supply exists on many subnets. Thats 80%+ of their tokens that are still unminted. Emissions are about to slow down because of the dual halving effect. That’s basically early-Bitcoin era tokenomics, but inside Bittensor. The halving effects ALPHA at the same time. Most people don't realize this. When $TAO emissions drop 50%: → Less $TAO flows into subnet pools → Less alpha gets created from those pools → Every subnet experiences a pseudo-halving simultaneously Most subnets have 21M max supply same as Bitcoin. But their circulating supply? Lower than BTC in its early years. Top subnets by mcap: • Chutes: $91.8M • lium.io: $62.6M • Targon: $48.2M (generates $10.4M revenue) • Ridges: $46.8M (73% coding accuracy) These are Bitcoin-capped tokens with less supply AND half the new emissions coming. Solana market cap: $77 billion $TAO market cap: $2.85 billion If $TAO = Solana: $77B ÷ 10.4M = $7,400 per $TAO Example for Subnet: $TAO does a 5× A winning subnet does 3× vs $TAO That subnet in dollars = 5 × 3 = 15× Low float + outperformance = high beta on $TAO. That’s how you get 15–30× moves off small circulating supplies. $TAO is the base money. The right subnets are the high-beta equities on top of it. 5 days until: • $TAO emissions halve • Alpha emissions halve • 128 subnets compete for scarce supply • Same or growing demand Bitcoin had halvings. Bittensor has halving + alpha halving Not the same game. $TAO #Bittensor Just to Confim the Below post Const post: x.com/i/status/19954…
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Andy ττ@bittingthembits

Do not sell your Alpha. Two supply shocks, one event. Everyone is staring at the $TAO halving and missing the second squeeze. When emission cuts, it does not just halve new $TAO. It also halves the quantity of alpha being added to the pools. That means a pseudo alpha halving happens at the same time as the $TAO halving: Less fresh $TAO hitting markets Less fresh alpha entering liquidity Same or higher demand competing for scarcer $TAO and scarcer alpha People are still valuing these markets like it is only $TAO, but the subnet side gets structurally tighter at the exact same moment.

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cheqd.io 🆔
cheqd.io 🆔@cheqd_io·
Announced at Trust Valley Day, cheqd has been selected for Tech4Trust Season 7, the🇨🇭Swiss accelerator that brings together 29 startups across 9 countries, tackling trust and innovation from advanced AI, compliance, blockchain to data privacy, biometrics and quantum security.
cheqd.io 🆔 tweet mediacheqd.io 🆔 tweet mediacheqd.io 🆔 tweet mediacheqd.io 🆔 tweet media
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Marco Polo
Marco Polo@MarcoPoloMaps·
$NOX drops the full updated whitepaper this week. Blueprint for the whole stack: OS + bootloader + microkernel, ZK foundations, NØXTERM secure compute, NOXORIUS privacy engine. What you’re getting: – Real engineering status (microkernel/bootloader, milestones hit) – Full docs: modules, ABI, memory model, .mod capsules, ZK verification, boot flow, crypto primitives – Product integrations: NØXTERM (containerised private compute), NOXORIUS (session anonymity with on-chain licensing & verifiable destruction) – NFT node model + long-term economics – Roadmap to the first dev-grade OS release I’m positioned for the next leg @nonossystems
NØNOS@nonossystems

It’s time to level up. This week we’re releasing the full up to date NØNOS whitepaper. A complete, updated blueprint of the entire ecosystem: The OS, the bootloader, the kernel architecture, the cryptographic foundations, the NOXORIUS privacy engine and the upcoming NØXTERM secure compute terminal. This release includes: i) Current OS state & engineering progress, transparent, technical breakdown of where the microkernel and bootloader stand today, how the system is evolving and what milestones are being hit internally. No hype, just engineering reality. ii) Full technical documentation Modules, ABI design, memory model, capsule system, ZK-verification layers, boot flow, cryptographic primitives, process model, all documented for developers, researchers and contributors. iii) NØXTERM & NOXORIUS integration Clear definitions, use-cases, and deep architecture for both products: • NØXTERM as the first privacy-preserving, containerized cryptographic compute environment. • NOXORIUS as the session-based anonymity engine with on-chain licensing and verifiable destruction. Both now formally added to the ecosystem. iv) NFT Node Model & The economic structure, node roles, contribution logic and revenue model built for long-term sustainability and community participation. v) Updated Roadmap, realistic, engineering-driven timeline that reflects the current codebases, internal breakthroughs and the path toward the first NØNOS developer-grade OS release. Transparency is a feature, not a slogan. This whitepaper is the most complete public snapshot of everything we’re building and everything that comes next. End of week. Stay sharp.

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Marco Polo
Marco Polo@MarcoPoloMaps·
Yes I am still ultra bullish on $RIO! They upgraded the core network and bridges, rolled out Freehold as a real RWA wallet with staking and swaps, and Districts already locked millions of $RIO in the Land Bank with a solid chunk burned. When RWA flows come back in size, I want exposure to tokens that already have product, compliance and locked supply on their side! @realio_network fits that profile.
JA@ja1405_ja

$RIO > The 100x RWA gem 💎 Big things loading… mark your calendars for January 🗓️🔥

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Marco Polo
Marco Polo@MarcoPoloMaps·
Gm chads, Yes I took a long rest I needed it! Whats new? My mind didnt changed a lot, I have some new stuff in plan and I will let you know soon! Keep stacking! $TAO $RENDER $KAS $STBL
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Michael Saylor
Michael Saylor@saylor·
HODL
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Marco Polo
Marco Polo@MarcoPoloMaps·
So much people still in fear! The macro stack points the other way: $2,000 checks refill household cash balances, the shutdown resolution removes a fiscal overhang, QT finishing plus Treasury liquidity lifts bank reserves, and rate cuts lower discount rates - multiples expand when that happens. Liquidity turning flips the cycle toward expansion as credit spreads relax. Now layer in the Clarity Act and an Altcoin ETF wall of demand: regulatory friction drops and passive flows get a compliant path into the asset class. Net effect is lower risk premia, deeper bid, cleaner price discovery. In this setup I accumulate quality alts with real throughput! RWA settlement, AI/DePIN , Privacy, gaming economies and buy red. Cycle timing beats headlines. Liquidity, clarity, and catalysts tend to rerate the winners first.
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Marco Polo@MarcoPoloMaps·
This is why we’re seeing $ZEC and $XMR pump: The privacy narrative is where the liquidity is and the narrative is stronger than ever, why? Because regulation is tightening, CBDCs are coming, and people are realizing Bitcoin isn’t really private. $ANYONE (ex-ATOR) fits this perfectly: → Real use case (privacy infrastructure that actually works) → Team that delivers → Now sponsoring some of the world’s biggest podcasters → Narrative ignition phase starting. Smart money rotates before the headlines. $ANYONE will lead this next wave of privacy pumps. At just $50M market cap it can easily go to $350M in just a few weeks.
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NØNOS
NØNOS@nonossystems·
nønos-bootloader development update. The UEFI stage-0 bootloader for the NØNOS kernel is moving through its final architectural phase and the core of the system is now in place. The loader has been designed from the ground up as a zero-trust execution layer, responsible for validating every component before the kernel receives control. The structural work on the execution pipeline is complete, including the integration of a full Groth16 zero-knowledge proof verifier operating over BLS12-381 and a domain-separated Ed25519 signature validation system. The chain-of-trust extends down to hardware with TPM-based measured boot, allowing the loader to attest its own state before passing control to the operating system. The security framework is already operating at depth. Certificate chain verification, key revocation logic and the secure-boot policy engine are all functional. The zero-knowledge verifier supports multiple circuits and performs all checks in constant-time, removing timing-side-channel exposure during the boot process. The UEFI runtime environment has been hardened with careful memory handling, making the loader deterministic, auditable and resistant to state leakage. Current work is focused on clearing the remaining compilation issues that come from the complexity of integrating cryptography, network capability and kernel-handoff subsystems inside a tightly constrained UEFI environment. The diagnostic and logging layer is also in place, allowing us to trace boot-flow behavior with precision. The bootloader itself now supports authenticated capsule loading, full verification of the kernel image, PXE and HTTP network-boot protocols and complete UEFI memory-map construction before the handoff sequence. It prepares the zero-state environment required by NØNOS by wiping transient structures, sealing configuration policy and validating the kernel manifest before execution. Development continues without shortcuts. The architecture is stable, the verification stack is functioning and the remaining work is mostly integration and refinement as we move toward the first functional version release.
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