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stefano
11.3K posts
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stefano retweetledi
AI agents need three things to scale:
- deep liquidity
- cheap execution
- reliable infrastructure
The Arbitrum platform delivers all three.
Excited to see @SaildotMoney sailing toward the next $100M in autonomous volume. ⛵
Sail@SaildotMoney
3 months of sailing on @arbitrum ⛵️ → +$100,000,000 in autonomous volume → 22 yield sources unlocked → $USDC + $USDT fully agent-optimized Thank you for sailing with us. The next wave is already forming.
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stefano retweetledi
@rodrigory_ @circle Es que no se enteran macho 🤦🏽♂️🇪🇸
$EURC live now at @SaildotMoney earn amazing yield on your native currency 💶🇪🇺
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for the launch of $EURC by @circle we ran three 100% AI-generated videos
since almost no one knows how to say “EURC”, we turned it into short, funny conversations between people in different EU countries.
result: the highest ratio of new verified followers we’ve ever seen on X (zero paid marketing, thousands of organic views and QT).
there’s a media renaissance happening right now and @SaildotMoney we are tapping straight into it.
much more to come. this is just the beginning.
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stefano retweetledi
stefano retweetledi
stefano retweetledi
Venezuela: The $60B+ Bitcoin "Shadow Reserve"
Markets focus on the $17T+ in Oil that Venezuela owns.
But what they don't know is that Venezuela one of the largest active $BTC holders in the world.
Similar in scale to both $MSTR and Blackrock.
Here's how this impacts markets and prices:
Intelligence reports indicate that the Venezuelan regime accumulated a "shadow reserve" of Bitcoin (BTC) and Tether (USDT) estimated at more than $60 billion. (HUMINT)
his hoard was built through "gold swaps" and the requirement that oil exports be settled in USDT to evade sanctions.
Intelligence cited by Whale Hunting (authored by Bradley Hope and Clara Preve) indicates that the accumulation began in 2018, coinciding with the aggressive liquidation of the Orinoco Mining Arc’s gold reserves.
- The regime likely converted ~$2B of gold proceeds into Bitcoin at an average price of $5K, which would have been around 400,000 BTC. At Jan 2026 price of ~$90K, that specific tranche alone would be worth $36B.
As the "Petro" experiment failed, the regime pivoted to using Tether (USDT) as a proxy for the petrodollar during cruide oil sales. However, Venezuela began to "Wash" that into Bitcoin, recognizing that USDT retains the ability to freeze addresses.
Given market intelligence, we can estimate that Venezuela has roughly:
Gold Swaps: 2018–2020, Gold Bars, Value Now: ~$45B - $50B
Petro-Crypto: 2023–2025, Crude Oil, Value Now: ~$10B - $15B
Mining Seizures: 2023–2024, ~$500M
Giving a grand total between 2018–2026: ~$56B - $67B in Bitcoin, implied at 660K+ Bitcoin, with a floor at 600K in Bitcoin.
That does not mean US has full control of the Bitcoin yet. The days following today will be defined by a high-stakes interrogation to secure the Bitcoin.
The U.S. will likely offer plea deals, reduced sentencing, or protection for family members in exchange for the surrender of seed phrases. Given the severity of the narco-terrorism charges, the leverage is there.
So now the revelation of the $60 billion hoard fundamentally alters the supply/demand dynamics of the Bitcoin market for 2026, as the Venezuelan reserve is estimated at: 600,000+ BTC.
This is 12 times larger than the German sale and 2 times larger than the U.S. government’s entire pre-raid stockpile.
In 2024, the German state of Saxony liquidated ~50,000 BTC ($3 billion). This 50K BTC sale caused a 15-20% market correction and weeks of bearish sentiment.
Now compare that to 600,000.
Here's the leading entity holders of Bitcoin:
1. Satoshi Nakamoto ~1,100,000
2. BlackRock (IBIT) ~770,791.5
3. MicroStrategy ~672,497
4. Venezuela (Seized) ~600,000
5. U.S. Gov ~325,293
6. Mt. Gox Trustee ~140,000
Now, here's what will likely happen from here:
The "Frozen Asset" (High Probability):
The assets are seized but immediately entangled in complex litigation Creditors file injunctions; the DOJ claims forfeiture. The keys are held in escrow by the U.S. Treasury, but the coins cannot move.
Short-term volatility due to uncertainty, followed by a bullish "supply shock" narrative.
Short-term volatility due to uncertainty, followed by a bullish "supply shock" narrative. The market realizes that 600,000 BTC (3% of circulating supply) have been effectively removed from the market for 5-10 years. This acts as a massive "lock-up," reducing liquid supply and supporting higher prices.
The "Strategic Reserve" Pivot (High Probability):
Influenced by the "Strategic Bitcoin Reserve" movement, President Trump orders the Treasury to hold the Bitcoin as a permanent U.S. asset.
This too acts as a massive lock up, reducing liquid supply and supporting higher prices.
The "Fire Sale" (Very Low Probability):
The U.S. DOJ declares the assets "perishable/volatile" and executes an immediate liquidation via Coinbase Prime or USMS auctions to fund the occupation costs.
However, this is unlikely due to Trump's positive stance toward Bitcoin "Reserves" from confiscating assets.
_
Results:
Markets have been looking at the massive oil reserve and beneficiaries, while ignoring the elephant in the room: Bitcoin.
The "second order effect" is likely a massive supply lock-up.
If the U.S. seizes these assets, they will likely move from "active liquid reserves" of a rogue state to "frozen sovereign assets" of the U.S. Treasury, reducing available supply and potentially acting as a catalyst for higher prices in Q1 2026.
There will likely be increased volatility. But for market participants shorting Bitcoin because of fears of "conflict", this event is generally seen as bullish for $MSTR and Bitcoin holders as this effectively locks up supply for many years to come.
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stefano retweetledi
stefano retweetledi
🚨 BREAKING: This Venezuelan man is going viral for explaining to everyone why Maduro NEEDED to be toppled
The Democrats are clueless.
“Venezuela has already been invaded.” 🔥🇺🇸
He knows his country.
The people are ecstatic.
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stefano retweetledi
@rodrigory_ Slowly, then all at once
Sail in motion indeed brother ✍🏼
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love this take.
exactly what we’ve been trying to get across
agents as AM represent a completely new market + an experience users have literally never had before.
so of course adoption is slower at first, but the opportunity is so vast precisely because agents can do so much more (flexibility + scope)
personalization + automation = a new era of finance
it all comes down to one simple question: will agents conduct most financial transactions in the world, or not?
and right now we have the best yield agents on the market + the only team that hasn’t burned the future for short-term incentives (will come back to this mid-2026).
high conviction.
money in motion.
JG@jongall45
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Pendle explained
What is @pendle_fi?
"Pendle is a permissionless yield-trading protocol where users can execute various yield-management strategies."
It can be used for three main things, including Yield Tokenization, Pendle AMM, and vePendle. The main one right now is Yield Tokenization due to LPs, PTs, and YTs.
So what is it, make it make sense:
Well, Yield Tokenization is splitting an asset that generates income over time into two: a PT (Principal Token) and a YT (Yield Token).
As an Example, let's use $HYPE (Staked Hype). You have the right to own the token, just by holding PT HYPE (The Principal), and you have the right to own the revenue fees or yield of HYPE as YT HYPE (The Yield).
Think of it as owning the papers of a house (PT) and owning the rights to earn rent from that property (YT).
Three types of trades:
1. LPs: Liquidity Pools, just input the amount of HYPE (or kHYPE being one of the popular ones lately) and see the outcome of it in part PT and part YT. You will earn fees like other LPs.
2. PTs: Buying HYPE at a discounted rate with a maturity date of when you will receive the profit.
Meaning you buy 0.9 HYPE with a maturity date, and then after the maturity, you can redeem 1 HYPE.
3. YTs: A Yield Token gives you access to receive yield of the underlying asset (HYPE). So, instead of trading the Principal Token, you are now essentially trading the yield of the underlying asset.
Key terms to keep in mind:
Underlying APY: The average yield of the underlying asset.
Implied APY: Current market agreement or consensus yield of the underlying asset. The price of YTs.
Fixed APY: Yield by holding the asset until maturity (Currently ~14%).
Flexibility. Meaning your positions are not locked on Pendle. You can always sell your PTs and YTs whenever desired.
Now the juicy part:
How to make a profit on Pendle?
1. Fees from the LP.
2. Buying PTs and waiting for maturity (All while earning points of the help asset) 14% Fixed APY at the moment, so you are buying HYPE at a 14% discount.
3. Buying YTs at a low implied APY and selling them at a higher implied APY.
4. Buying YTs and holding them while earning more yield than usual.
5. Buying YTs and speculating on the points earned by the underlying asset (kHYPE being my favorite).
But also, how can you lose money on Pendle?
Well, the risk mainly lies with YTs. You can buy a YT at a high implied APY, and that APY can go lower. Therefore, your HYPE value goes lower as well. Although it doesn't mean you are necessarily losing money if the points and yield you accrue in the process are worth more than the lost HYPE.
Definitely do your research on this one. It is not an easy one, but usually, the apps and protocols with more friction really pay off for those users who study it and play the game.
NFA and DYOR
And as always,
Hyperliquid
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stefano retweetledi
the amount of effort our team has put into the product which currently has the most yield sources integrated, most number of executions for our users, personalization, a UX users are loving, top in-house IP
and an influencer is not impressed bcs of the token / we haven’t $ him
alejandro dopico@aadopico
1st reaction to this is why is @0xjeff constantly ignoring us & recommending inferior products? by reading the comments on this post I got it: 1. we haven't paid him 2. he cares about tokens & not products, which is ok, and I agree we made mistakes with our token & gtm. but what's more difficult? to fix a token with great tech & product behind it? or to build great tech with a higher mc token (mc is a meme btw, especially when teams own 90% in the background) i think it's easier to fix the token, and we will. really soon. and all the 0xJeffs of CT will be sidelined
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@aadopico @FungiAgents Platinum tier boomer that doesnt know wtf is moonwell is so bullish 🍄🚀
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stefano retweetledi
(pic sent by a boomer platinum-tier user)
@FungiAgents securing a 100% apy (will prob last minutes) w/out him even knowing wtf is moonwell
this is the magic of defi agents
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