Vulpix Viking
298 posts
@Vulpix_King68
Collecting every “50 HP” corrected Vulpix in the original Pokemon WOTC Base set.
New additions: +2 Total: 16 Copped these two fluffy munchkins in PSA 9 and PSA 10. Vaulted and off the market into perpetuity. Supply crunch coming on the corrected 50 HP Base set Vulpix. Watch this space.
In the U.S., 2.1M manufacturing jobs will go unfilled by 2030, at a cost of $1T annually That’s the demand side. The supply side: 16,000 humanoid units deployed globally in 2025, up from 2,000 the year before Private robotics equity has already created tens of billions in value Embodied AI changes labour cost structure the way software changed information cost structure BMW has run Figure AI robots on daily 10-hour shifts for over 11 months across 30,000+ vehicles and 1,250+ runtime hours Leading companies carry combined valuations exceeding $85B, but most of that value will accrue to private investors No retail-accessible instrument offers specific exposure to named pre-IPO humanoid companies RoboStrategy is the exception that proves the rule: a listed fund trading 160–700% above NAV because scarcity drives premium XMAQUINA’s RCM Protocol converts verified private robotics equity into onchain subDAO tokens, bringing liquidity to illiquid markets Full Khala Research report in the next post below
It was an absolute pleasure chatting with @haitzu I really appreciate how he's clearly done his research on $TIG and his genuine curiosity around the issue $TIG addresses.. Full interview here youtu.be/mOK_HS6SNlw?si…
lithium, copper, & uranium all seem like layup trades tbh lithium == batteries/energy copper == wiring for grids & chips uranium == fuel for nuclear
the next social network is a prediction market where your feed is ranked by accuracy not engagement. the person who is right 80% of the time gets seen while the person who is loud gets buried
Crypto AI tokens are mixed this week as the Covenant AI/Bittensor fallout dominates headlines TAO crashed 27%, but AI is dominating attention with almost half of CT mindshare Here's the latest crypto AI & robotics roundup to get you up to speed: i) @SurfAI launches Surf Skill; a single-line SDK replacing 60+ crypto data APIs for agentic environments. Compatible with Claude Code, Cursor, and any agent framework. $200K in API credits for early users. Pantera-backed Surf continues building the crypto-native AI intelligence layer Two SURF founders leveraged the SURF 2 framework to position top 2 in Paradigms recent auto-research hackathon ii) @higgsfield launches Seedance 2.0 on its platform with joint audio-video generation, next-gen physics simulation, and best-in-class picture control. Up to 70% off with 7 days unlimited access for new users iii) @NousResearch's Hermes Agent hits #1 app on OpenRouter and trending on GitHub for the second consecutive week with 40K+ stars. v0.7.0 introduced a self-evolution loop where the agent writes reusable skills after each task and retrieves them from memory on future jobs Also launched "Autoreason" with @SHL0MS yesterday iv) Covenant AI exits @opentensor, accusing co-founder Jacob Steeves of centralized control and calling Bittensor "decentralization theatre." Founder Sam Dare pulled three subnets (Templar, Basilica, Grail) and reportedly dumped 37,000 TAO (~$10M) before announcing. TAO crashed 27%, wiping ~$900M in market cap. Steeves denied the allegations v) Despite the chaos, Bittensor ecosystem development didn't stop: a) @inference_labs (SN2) launched Sertn AI for cryptographically verified Vision AI and joined Oracle's Partner Network b) @bitmind (SN34) partnered with @yanez__ai (SN54) to build face deepfake detection for real-world identity verification c) @affine_io (SN120) showed incentivized open competition already producing models that beat Qwen3-32B base d) @numinous_ai (SN6) trained a custom model with @lightningrodai that outperformed GPT-5.4 on predicting global military strikes e) @QuasarModels (SN24) announced Quasar 2.0, expanding into decentralized MoE training for SOTA long-context models f) @mentatminds bridged Bittensor to Hyperliquid via LayerZero g) @Grayscale's S-1 Amendment No. 1 for the Bittensor Trust ETF (GTAO) on NYSE Arca continues advancing with Coinbase and BitGo as custodians h) @chutes_ai reveals intent to train a trillion parameter model alongside its current leading inference product, begins next week i) @_mayurc builds TAO intel - a real time intelligence layer for TAO j) @PanteraCapital backs @NiomeAI (subnet 55) on genomic data vi) @virtuals_io launches Eastworlds, a robotics accelerator in KL where projects that hit $5M FDV and sustain it for one week earn a residency Launchpad is now fully modular with toggles for anti-sniper protection, 60-day experiments, structured fundraising, and robotics launches Grayscale added VIRTUAL to its Q2 2026 "Assets Under Consideration" list vii) @GEODNET continues scaling its decentralized RTK network past 20K+ stations across 150+ countries. Token burns now offsetting 82% of new issuance at record levels (~$160K largest weekly burn); announced this week that $1.7m of GEOD tokens burned in Q1 2026 viii) Researchers from Google DeepMind, Microsoft, Columbia, and others launch the Agentic Risk Standard (ARS); a framework for escrow, underwriting, and collateral when AI agents transact autonomously. Simulations showed up to 61% reduction in user losses ix) @RenderNetwork hosts RenderCon 2026 April 16–17 in Hollywood. Governance proposal RNP-023 to integrate 60K GPUs from Salad Tech in voting. 71M+ frames processed, AI workloads now 35–40% of volume x) @Zai_org Introduces GLM-5.1: The Next Level of Open Source which is competing closely with frontier models, thus proving the gap is closing between proprietary closded models and open weights xi) @Visa partners with @Nevermined_ai to enable agents to make secure card payments over x402 xii) @will_harborne reveals Diem Pool; a secondary market for surplus DIEM tokens on @AskVenice If I've missed any pertinent news, let me know and I'll append below Subscribe to my FREE newsletter (link in bio) for a deeper update on the week's developments follow @KhalaResearch for more formal reporting on crypto AI and robotics Disclosure: I am partnered with some of the protocols included in this roundup. Nothing in this post constitutes financial advice, or a recommendation to buy, sell or hold any asset. Do your own research
Bittensor is preparing for institutional capital dTAO turned 128 subnets into 128 discrete markets, each one an AI startup you can underwrite directly Treasury vehicles are accumulating TAO Trillion-parameter training runs are in the pipeline Compliance rails are being laid What’s missing is the terminal TAO Institute, live today
Bittensor is preparing for institutional capital dTAO turned 128 subnets into 128 discrete markets, each one an AI startup you can underwrite directly Treasury vehicles are accumulating TAO Trillion-parameter training runs are in the pipeline Compliance rails are being laid What’s missing is the terminal TAO Institute, live today
Crypto AI tokens are bouncing back today (+2%) after a volatile week driven by Trump's Liberation Day tariffs and geopolitical tension Notably @openservai up 2x in 24 hours following outperformance on its reasoning architecture & TAO bouncing 5%+ back above $300 Here's the latest crypto AI & robotics roundup to get you up to speed: i) @openservai opens Phase 1 private beta for SERV Reasoning; their proprietary graph-based reasoning architecture that delivers GPT-5 level performance at ~74x lower cost SERV Nano benchmarked at ~20x cheaper and ~3x faster than GPT-5.4. Already in production with a UAE government partner through Neol ii) @higgsfield launches Seedance 2.0 on its platform with next-gen physics, joint audio-video generation, and best-in-class picture control; currently available everywhere except the US with 65% off for early access iii) The @LinuxFoundation launches the x402 Foundation with @coinbase contributing the x402 protocol to neutral open-source governance. The internet's native payment layer for agentic commerce now has an institutional home iv) @virtuals_io powers the first fully autonomous robot-to-robot commerce transaction onchain via ACP on @base with USDC; A Unitree humanoid 3D-printed a model, posted a delivery request through ACP, @realRiceAI's rover collected the package, and @FlybyRobotics' drone completed the handoff. Zero humans. Settlement via x402 Virtuals also launched its Console, AI Council, agent tokenization tooling, and a 60-day trial framework for founders v) @Grayscale files Amendment No. 1 to its S-1 for the Grayscale Bittensor Trust ETF (ticker GTAO) on NYSE Arca, advancing the December 2025 filing. Coinbase and BitGo named as custodians. First AI-focused spot ETF in the U.S. is inching closer vi) @SolanaFndn joins the x402 Foundation, now accounting for ~65% of all x402 transaction volume with 400ms finality and sub-cent fees. Solana is positioning itself as the core settlement layer for the agentic economy vii) @MoonPay open-sources the Open Wallet Standard; a universal wallet layer for AI agents across eight chain families. Contributors include PayPal, Ripple, Solana Foundation, Ethereum Foundation, and Circle. RippleX joins the OWS Hackathon with XRPL and RLUSD challenge tracks viii) @YumaGroup (DCG subsidiary) has staked nearly 19% of the TAO supply. xTAO reports a 7.2% validator yield. Institutional conviction in Bittensor continues to compound ix) @nunet_global announces the NuNet Appliance Closed Beta Release is on the way; bringing their decentralized compute network closer to production x) @GEODNET continues to scale its decentralized RTK network past 20,000+ stations across 150+ countries with $7M+ ARR. Token burns are offsetting 80% of new issuance. Performance staking on Solana is rolling out and the GEO-SWARM drone-in-a-box prototype (with HYFIX) is progressing toward its Kickstarter launch xi) @NousResearch introduces the Manim skill for Hermes Agent; enabling AI agents to create precise programmatic animations for mathematical and technical explainers (the engine behind @3blue1brown). Nous continues to ship agentic tooling at pace xii) @NaorisProtocol launches its post-quantum Layer 1 mainnet, the first blockchain built from genesis with NIST-approved cryptography. Comes the same week Google warned Bitcoin's encryption could be broken with fewer than 500K qubits xiii) @OpenAI acquires @TBPN for a reported low hundreds of millions; its first media acquisition. The daily tech show will report to Chris Lehane's strategy org Distribution is the new moat; when the leading AI lab buys a media company, that tells you where the value is shifting xiv) @VitalikButerin publishes his self-sovereign, local, private, secure LLM setup for April 2026; a signal that the Ethereum co-founder sees local inference and privacy-preserving AI as the path forward Expect privacy AI to be a big trend in the coming years xv) @swarmnode announces Cloud Desktops for AI Agents; giving agents their own fully isolated computer with a real screen to see and control. Works with Openclaw, Claude, Nous, and more If I've missed any pertinent news, let me know and I'll append below Subscribe to my FREE newsletter (link in bio) for a deeper update on the week's developments follow @KhalaResearch for more formal reporting on crypto AI and robotics (two more reports coming this month) @taoinstitute_ is going live later this week with the Subnet Risk Index; the first institutional-grade risk evaluation framework for Bittensor Disclosure: I am partnered with, and hold, some of the protocols included in this roundup. Nothing in this post constitutes financial advice, or a recommendation to buy, sell or hold any asset. Do your own research
Dropping more $TAO content this week
In 1997, HTTP status code 402 was reserved for 'Payment Required'; a native payment layer built into the web itself For almost 30 years, nobody could make it work There was no digital cash and no settlement layer that could handle sub-cent transactions. The web defaulted to advertising and credit card checkout flows instead Stablecoins and Layer 2s changed that. x402 finishes what HTTP 402 started; payment as native to the web as loading an image Most people looking at agentic commerce see one maturity cycle, but there are two: 1) The retail narrative is approaching its peak; CT is buzzing, ecosystem maps are proliferating, every protocol is announcing x402 compatibility. That will correct 2) The institutional adoption curve is on a completely different trajectory. For this layer, the trough already happened in 2025 Stripe, Visa, AWS, Google, Coinbase, Circle and Cloudflare are shipping production infrastructure because their own internal analysis on projected agent transaction volume justify it In our x402 report, we map the protocol architecture, the agentic stack, the institutional landscape, and assess where the value could accrue The full report is in the next post below:
Did someone at X just delete everything? Timeline has just completely dissapeared
Crypto AI tokens are on a tear: TAO is up 50% on the week, tracked closely by Render (+36%), Venice (+15%), Virtuals (+16%), Near (+11%) among others Here's the latest crypto AI & robotics roundup to get you up to speed: ▪️ @tplr_ai finishes its 72B parameter model training run (largest decentralized LLM run to date), closing the gap on frontier labs and proving open source decentralized models have a place in the market ▪️ @GEODNET launches its "GEO-SWARM" on Kickstarter; a fully autonomous drone-in-a-box security system that deploys, patrols, docks, and recharges on its own ▪️ @RoboNetHQ goes live as an "agentic Operating System" for trading. Deploy using natural language, backtest it across perps and prediction markets. Powered by @AlloraNetwork predictive intelligence ▪️ @tether expanded into robotics via $200M investment in Blackrock Neurotech (brain-computer interfaces, majority stake) and funding for Italy's Generative Bionics. @paoloardoino reveals that his AI team will release a "true breakthrough" this week ▪️ @YumaGroup publish their State of Bittensor Volume 2 report: the graph mapping TAO price to Bitcoin price post halving stuck with me; Will TAO run the AI Bitcoin playbook? ▪️ @Vericore_S70 (Subnet 70) goes live on TAO; the team is building the internet’s verification layer on Bittensor ▪️ Last week we saw Ethereum + Virtual's ERC-8183 go live, this week @XLayerOfficial adopts it for its agentic commerce standard ▪️ @NousResearch Hermes agent usage spikes as 48 hours remain for its hackathon; seeing people swap out OpenClaw for Hermes as their side kick ▪️ @virtuals_io ACP is facilitating more agent commerce through x402 than any other endpoint today, could this be the start of rising interest for onchain agentic commerce? ▪️ @rendernetwork announces RenderCon 2026 which brings together some of the most important voices at the intersection of AI, rendering, and production infrastructure ▪️ @heurist_ai releases its Skill Marketplace; 50+ verified crypto and finance skills for any AI agent ▪️ @Pumpfun reveals Automated Buybacks for Tokenized Agents as part of its integration of AI into its tooling ▪️ @moonpay Agents are now live in Ledger If I've missed any pertinent news, let me know and I'll append below Subscribe to my FREE newsletter (link in bio) for a deeper update on the week's developments + follow @KhalaResearch for more formal reporting on crypto AI and robotics; x402 report dropping this week Disclosure: I am partnered with some of the protocols included in this roundup. Nothing in this post constitutes financial advice, or a recommendation to buy, sell or hold any asset. Do your own research
Peter Thiel’s Founders Fund is backing a company bringing AI to cow herding at a $2 billion valuation bloomberg.com/news/articles/…
