cryptoCleo

@mobymedia Massive real world utility

LATEST🚨 South Korea's third-largest internet-only bank, Toss Bank, has signed an MOU with the Solana Foundation to test Solana-based global remittances and the use of stablecoins in overseas transfers.🔎

@Cryptoking Perfect high-beta allocation. Space is heating up fast don’t sleep on the infrastructure plays

$500k liquid… Build me the perfect stock portfolio… Highest risk, highest return. Small cap memory/storage, space, or quantum computing… missing anything?! If I buy ur stock u get $111 (Need 5 for $100k each)

@Cryptoking @grok One winner can outperform an entire portfolio of average stocks.

I think @grok can outperform traders @grok Build me a stock portfolio: Rules: Stocks < $300B market cap (Target <$10B) Sectors: Rocket launches/equipment/exploration Quantum computers AI Suggest other categories that will see explosive growth the next 3 years. Target 69-420x Find 3-5 companies in each category + make sure to find at least 1 that has 100x potential if it succeeds.

@cyrilXBT This is next-level. Solo operator beating entire quant teams Respect

A CHINESE TRADER BUILT A SECOND BRAIN IN OBSIDIAN THAT GENERATES 3 TRADING IDEAS EVERY MORNING AT 6AM AND MADE $180,000 IN 6 MONTHS. No Bloomberg terminal. No analytics desk. No team of analysts. A Mac Mini by the wall. An iPhone in his pocket. One local Obsidian vault. Six N8N pipelines running 24/7, pulling every article he reads, every podcast he listens to, and every voice note he drops into a Telegram bot—directly into the vault. Every night, a neural network reads across 4,000 connected notes and finds the strongest connections between fresh information and old theses. Every morning at 6AM, a brief lands in his inbox: - 3 trading ideas with confidence scores - The emerging thesis of the week - Any note that contradicts an active position The system only wakes him up when a fresh note contradicts his thesis, or when an idea breaks 90% confidence. Everything else runs without him. The monthly bill: $120 in API costs. The monthly return: approximately $30,000 into the account. Traditional quant funds pay teams of 8 people to produce the same flow of insights. He pays $120 and a Mac Mini. The full system breakdown is in the article below. Bookmark this before you pay for a Bloomberg subscription. Follow @cyrilXBT for every solo operator setup that changes what one person can build.

@mobymedia High OI + 80% OTM is basically a reset button waiting to be pressed. Volatility incoming

JUST IN🚨 Over $10 billion in Bitcoin options expire June 26, with roughly 80% currently out of the money, as BTC slips below $60,000.🔎

@2xnmore Great breakdown Incentives are everything

@Cryptoking Loaded up on $ASTER. Buyback machine is just getting started

Name 1 project worth holding a bag of… I think aster-2:native is buying back enough to make this go parabolic shortly…

@DamiDefi Best valuation breakdown I’ve read in a while The swap example was eye opening

@mobymedia Fear is back Interesting

JUST IN 🚨 U.S. spot Bitcoin ETFs record largest 30-day net outflow ever: $6.35B in the past month, per Galaxy Research. Marks first time across all 582 rolling 30-day windows tracked. Signals sustained institutional pullback.

@Cryptoking This is the most elite squad I've seen all week 11/10

Rate our crime fighting outfit 1-100 -> Kevlar best + collar… laser beams…

The future belongs to those willing to learn before everyone else does

Focus on what you can control: research, discipline, and execution.

GM Legends

Opportunities often appear when sentiment is at its lowest.

Every cycle teaches the same lesson: emotions are expensive.

@2xnmore Weight Change tells the story before social media does

Most $TAO holders staking right now are trusting the wrong validators. Not because they are careless. Because nobody explained what the numbers on the Validators page actually mean. There is a tool inside Taostats that shows you exactly which validators are genuinely working and which ones are collecting your emissions without contributing anything to the network. It is free. It is live. And almost nobody is using it correctly. Here is exactly how to read it. Step 1: Understand what Dominance actually measures. Dominance is not popularity. It is not a ranking of which validator is best. It describes a validator's Stake Weight as a percentage of all validator stake weights combined across the network. Stake Weight is calculated as: root stake multiplied by 0.18, plus all alpha staked across subnets converted into TAO. Root stake is deliberately discounted at 18 percent of its face value. Alpha stake carries the full weight. This means a validator with deep subnet-level staking is structurally more powerful than one sitting purely on root, even if their raw TAO numbers look similar on the surface. When you see a validator with rising Dominance over time, it is not just getting more popular. It is getting more alpha stake directed toward it across active subnets. That is a meaningful signal about where serious capital is moving inside the network. Step 2: Check the Take percentage before you delegate anything. Take is the percentage of emissions the validator keeps for itself. Everything above that number flows to you as a nominator. A validator with a 18 percent Take keeps 18 percent of the emissions their position generates and distributes the remainder to stakeholders. A validator with a 50 percent Take is keeping half of what your stake earns. Most people never look at this number before delegating. It is the first number you should check. A high Take is not automatically a red flag if the validator is genuinely performing well and contributing to the network. But a high Take combined with low VTrust in their subnet performance page is the exact combination that should make you move your stake immediately. Step 3: Open the Validator Performance page and find the VTrust score. This is the number most holders never see. VTrust measures how closely a validator's weight assignments align with the honest stake-weighted majority across the network inside each subnet they operate in. Validators are responsible for evaluating miner output and assigning scores. Those scores go into Yuma Consensus and determine which miners earn emissions. A validator doing genuine evaluation work will have weights that align closely with the honest consensus. High VTrust. Consistent emissions. Reliable nominator returns. A validator that is weight copying, meaning they are simply copying the Yuma consensus scores back onto themselves rather than doing real evaluation, will show a flagged return on Taostats. Their nom/24hr/1k TAO score appears in red. This is Taostats telling you directly: this validator is extracting value from the network without contributing to it. When you stake to a weight copying validator, you are funding a free rider. Step 4: Watch the 24hr Nominator Change column. This number moves fast and it tells you something before any other signal does. A validator losing nominators over consecutive days is a validator that informed stakers are quietly leaving. A validator gaining nominators rapidly while their VTrust is healthy is a validator attracting attention for the right reasons. The 24hr column is the on-chain version of sentiment before sentiment becomes a narrative on social media. Step 5: Check Active subnets alongside Total Weight. Active tells you the number of subnets where the validator has a parent or child hotkey running. A validator with high Total Weight but low Active subnets is concentrated. They are running a specific strategy in specific markets. A validator with broad Active coverage across many subnets is building a wider surface area for emissions and is more exposed to the overall network performance rather than any single subnet cycle. Neither is inherently better. But knowing which type of validator you are delegating to tells you what you are actually betting on when you stake. Step 6: Check the Weight Change column over time. Total Weight is a snapshot. Weight Change is momentum. A validator with stable or growing Total Weight over consecutive days is attracting net new stake consistently. A validator with declining Weight Change is losing stake faster than it is gaining it. Most people look at the current number. The people positioning correctly are watching which direction the number is moving and how fast. The difference between a good validator and a dangerous one is not obvious from the outside. It is not the name. It is not the size. It is the VTrust score, the Take percentage, the nominator trend, and whether Taostats is showing their return in red or not. Every one of those signals is sitting on the Validators page right now. Free. Live. Updated every block. The investors who read the data layer before the narrative layer will not need to explain their staking decisions later. Open Taostats tonight. You will want to find this post when you do.

@DamiDefi Context is the new moat The best model still fails if it doesn't have the right information.

CONTEXT ENGINEERING > PROMPT ENGINEERING Everyone is obsessed with writing better prompts. The next generation of AI builders is focused on context engineering instead. • Prompt engineering shapes the question. Context engineering shapes everything the AI sees. • Great prompts can't save an agent missing critical context, memory, or tools. • AI failures often come from missing information, not weak models. • Context engineering combines prompts, memory, RAG, state management, and tool access into one system. What powers effective AI agents? → Memory: Remembers preferences, past interactions, and ongoing tasks. → State Management: Tracks progress across multi-step workflows. → RAG: Retrieves only the most relevant information when needed. → Tools: Connects AI to APIs, databases, code execution, and real-world actions. → Dynamic Prompts: Enriches instructions with live context at runtime. The key insight: Prompt Engineering = Better Questions Context Engineering = Better Systems The future of AI isn't building smarter prompts. It's building smarter environments for AI to think, remember, retrieve, and act.

Is AI cybersecurity the future?

@mobymedia 3T sounds crazy until the profits arrive

LATEST🚨 Investor Duan Yongping says SpaceX's ~$3T valuation isn't unreasonable if it can reach ~$150B in annual profit, a level he sees as possibly achievable over a 5–10 year horizon.🔎

@mobymedia Signals are getting louder

LATEST🚨 Crypto PAC-backed candidate Barry Moore wins the Alabama GOP Senate primary, with the PAC pouring $12 million into his campaign.🇺🇸