Wiston Capital

World Mobile Stratospheric targets around 6.7 Mbps/km² in data density. Compare that with 0.56 for Starlink and 0.020 for AST SpaceMobile. Now you see the bigger picture. Stratospheric is built for dense, direct-to-device mobile coverage from far closer to Earth, with the dynamic responsiveness telecom demands. And density is still not the only advantage 👇

@jdorman81 I'd be interested to know why you think GEOD and RENDER have bad token designs? Agree with everything else on this list 🔥

If you want to be “long blockchain growth”, and you only own $BTC, that’s the equivalent of being “long gambling” by investing in the 3-card monte guy in Times Square. That said, there really isn’t an easy answer to being “long blockchain growth" because the list of investable tokens is so small

There's a quiet shift happening in ad-tech. AI agents are starting to buy media autonomously. Campaigns that set themselves up, optimise in real time, and allocate budget without human input. But here's the gap. The buying is getting smarter. The verification hasn't changed. Alkimi sits at that intersection. Automated efficiency backed by on-chain proof. Every impression accounted for.

It’s absolutely SHOCKING that World Mobile’s market cap is less than $70M. Just to set the context, the top 4 telecom companies are valued as follows: 1. T-Mobile US: $248.78 billion 2. China Mobile: 221.22 billion 3. Verizon: $208.98 billion 4. AT&T: $200.91 billion This puts World Mobile roughly 2800X to 3400X smaller! Now, if you’re forward thinking and understand the insane growth coming to World Mobile over the next 4 years (think Network Builders, WM Stratospheric, etc.) , I think you just might appreciate the opportunity this presents to you as an investor and participant in the sharing economy. Now is the time to do the research and make your decisions before the market corrects upward and fairly prices the ultimate utility token $WMTx. 🤓 worldmobile.io @WorldMobileTeam @wmchain

Recently I have been starting to worry about the state of prediction markets, in their current form. They have achieved a certain level of success: market volume is high enough to make meaningful bets and have a full-time job as a trader, and they often prove useful as a supplement to other forms of news media. But also, they seem to be over-converging to an unhealthy product market fit: embracing short-term cryptocurrency price bets, sports betting, and other similar things that have dopamine value but not any kind of long-term fulfillment or societal information value. My guess is that teams feel motivated to capitulate to these things because they bring in large revenue during a bear market where people are desperate - an understandable motive, but one that leads to corposlop. I have been thinking about how we can help get prediction markets out of this rut. My current view is that we should try harder to push them into a totally different use case: hedging, in a very generalized sense (TLDR: we're gonna replace fiat currency) Prediction markets have two types of actors: (i) "smart traders" who provide information to the market, and earn money, and necessarily (ii) some kind of actor who loses money. But who would be willing to lose money and keep coming back? There are basically three answers to this question: 1. "Naive traders": people with dumb opinions who bet on totally wrong things 2. "Info buyers": people who set up money-losing automated market makers, to motivate people to trade on markets to help the info buyer learn information they do not know. 3. "Hedgers": people who are -EV in a linear sense, but who use the market as insurance, reducing their risk. (1) is where we are today. IMO there is nothing fundamentally morally wrong with taking money from people with dumb opinions. But there still is something fundamentally "cursed" about relying on this too much. It gives the platform the incentive to seek out traders with dumb opinions, and create a public brand and community that encourages dumb opinions to get more people to come in. This is the slide to corposlop. (2) has always been the idealistic hope of people like Robin Hanson. However, info buying has a public goods problem: you pay for the info, but everyone in the world gets it, including those who don't pay. There are limited cases where it makes sense for one org to pay (esp. decision markets), but even there, it seems likely that the market volumes achieved with that strategy will not be too high. This gets us to (3). Suppose that you have shares in a biotech company. It's public knowledge that the Purple Party is better for biotech than the Yellow Party. So if you buy a prediction market share betting that the Yellow Party will win the next election, on average, you are reducing your risk. Mathematical example: suppose that if Purple wins, the share price will be a dice roll between [80...120], and if Yellow wins, it's between [60...100]. If you make a size $10 bet that Yellow will win, your earnings become equivalent to a dice roll between [70...110] in both cases. Taking a logarithmic model of utility, this risk reduction is worth $0.58. Now, let's get to a more fascinating example. What do people who want stablecoins ultimately want? They want price stability. They have some future expenses in mind, and they want a guarantee that will be able to pay those expenses. But if crypto grows on top of USD-backed stablecoins, crypto is ultimately not truly decentralized. Furthermore, different people have different types of expenses. There has been lots of thinking about making an "ideal stablecoin" that is based on some decentralized global price index, but what if the real solution is to go a step further, and get rid of the concept of currency altogether? Here's the idea. You have price indices on all major categories of goods and services that people buy (treating physical goods/services in different regions as different categories), and prediction markets on each category. Each user (individual or business) has a local LLM that understands that user's expenses, and offers the user a personalized basket of prediction market shares, representing "N days of that user's expected future expenses". Now, we do not need fiat currency at all! People can hold stocks, ETH, or whatever else to grow wealth, and personalized prediction market shares when they want stability. Both of these examples require prediction markets denominated in an asset people want to hold, whether interest-bearing fiat, wrapped stocks, or ETH. Non-interest-bearing fiat has too-high opportunity cost, that overwhelms the hedging value. But if we can make it work, it's much more sustainable than the status quo, because both sides of the equation are likely to be long-term happy with the product that they are buying, and very large volumes of sophisticated capital will be willing to participate. Build the next generation of finance, not corposlop.

@fuseenergy How good is this! How do we get in touch with someone from the team 🙏

It's time to scale our grids. Take a first look at The Energy Network product 👇 Launching soon.

Snow-White gets it.

1/6 🚨 ANNOUNCEMENT 🚨 Tokinvest x @WorldMobileTeam We're launching the first tokenised DePIN investments, bringing regulated telecom infrastructure assets on-chain. Connecting the unconnected. Empowering investors. Building the future. 🧵 Here's what you need to know 👇

World Mobile Stratospheric delivers citywide coverage direct to handset because we fly closer than satellites. Starlink is a strong backhaul partner and we already work together in Africa. We backed their efforts during Hurricane Helene and expect even more collaboration when we take to the skies in 2026 and 2027.

They still do not understand the depth of what we are doing. We are not tweaking telecom. We are redefining it. We are shifting the entire model through a sharing economy that scales where legacy players cannot even think. The noise means nothing. Let the big mouths keep shouting. Reality always lands the punch and it always puts people back in their place whether they like it or not. Meanwhile we are connecting tens of thousands of kids and millions of adults through a network run by the people for the people. We built the most mature depin in the world with more than ninety thousand airnodes in the wild. They moan, we execute. We change the world minute by minute. LFG

Global liquidity has quietly doubled from under $100T to just shy of $200T. But this isn’t M2 or M3. It’s money at the fringes of the system: repo, shadow banking, and securities flows across ~90 economies, tracked as a 65-month debt refinancing cycle that bottomed in Oct ‘22 and is now rolling over. “All money that is anywhere must be somewhere… if it’s in financial markets, it’s not in the real economy—and vice versa.” - Michael Howell

If this is right we're at the end of a bear market, not the beginning. Zoom out!

Whales are quietly accumulating again, but the picture is very different lower down the stack. Wallets with 100 to 1,000 BTC, often a proxy for new TradFi-style holders, bought heavily into the highs and are now selling into weakness. Two cohorts, two very different behaviours.

The 4-year Bitcoin cycle is often dismissed as superstition, but it can become a self-fulfilling prophecy. When enough investors believe in it, they behave in ways that reinforce it. One of the best places to watch this play out is with long-term holders. Recent data shows whales holding 10,000+ BTC have quietly started accumulating again. They usually sell into euphoria and buy into stress, so this uptick is a classic long-term contrarian signal.

Thanks for the feature @CoinDesk 🫡 If you want to stay ahead of the market you must be subscribed to our Substack: open.substack.com/pub/bagster?r=… coindesk.com/markets/2025/1…

New in Forta Firewall: real-time 1-hop OFAC screening👀 Beyond blocking addresses on OFAC, UK & EU sanctions lists, Firewall now flags + blocks wallets just one hop away from sanctioned addresses. Sub-6ms latency, zero impact on tx flow. [Read more] forta.org/blog/forta-fir…