McCoyster

@BMSInvests Impressive breakdown on $ONDS!

$ONDS Here it is.. The biggest piece of research I’ve ever done and the most amount of work I’ve ever put into one post. The ENTIRE public staff directory of $ONDS and EVERY single one of its acquisitions. Nearly 400 members of staff, their job titles and, most importantly, their career backgrounds. The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, Elbit, Rafael, Raytheon..the list goes on and on. I hope you enjoy reading through this insane list of talent, just as much as I enjoyed compiling it for you all. This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated. CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @CeoOndas

Here's the catch up from last WENsday👇 → Product & Development: The devs have built the inhouse gauge voting backend, replacing the old Snapshot based flow with a custom offchain voting API. Voting power comes from veALVA at a fixed snapshot block, votes are gasless EIP 712 signatures, rounds run weekly from Monday to Thursday, tallies stay live during the round and rewards go out each Friday. Final testing is wrapping on finalize logic and vote locking, with launch set for Monday 1st June. For ALVA, the point is simple: baskets need veALVA votes to attract emissions, and veALVA comes from locking ALVA. → Marketing & Community: Marketing is focused on expanding Alvara’s reach across the wider Web3 ecosystem by mapping platforms where BSKT infrastructure can plug into existing audiences. The goal is to get BSKTs in front of users through partners with real distribution, instead of building every channel from zero. → BD & Partnerships: BD is broadening the partner map beyond the usual lanes, with more focus on ecosystem players who can bring distribution and network value to the protocol. Fund manager outreach also continues, with conversations moving forward among established onchain asset managers. As always, the Basement always gets these updates first. Join → t.me/alvaraprotocol 🧺

Super bullish on $ALVA is 🚀🚀

I’m going to @WOLF_Bitcoin_’s upcoming Space. Will you join too? twitter.com/i/spaces/1kKzD…

TradFi is officially just another altcoin category now. And, btw, wrapping top tech stonks right next to your absolute worst degen bags inside a single basket is the exact kind of thing this space was built for 👀

🔔 MUST READ IF YOU WANT TO EARN $$$$ ⬇️ Been getting asked which @bittensor subnets I’m actually spending time researching right now So here’s the shortlist so far + why they caught my attention But first: The thing people still don’t fully get about Bittensor is that the subnet model forces REAL competition. Miners compete to produce the best outputs. Validators score them. Best performers win emissions. Bad products die. It’s basically open market capitalism for AI. And every subnet is attacking a different vertical. A few that stood out to me: 1. SN99 — Leoma ⭐️ This one completely reframed Bittensor for me. The Rendix team is trying to build a 25B+ open-source VIDEO model on Bittensor. Bigger than the current open-source leaders. That’s not a meme project. That’s OpenAI-scale ambition funded through incentives instead of VC money. The part that locked me in: miners compete to fine-tune the model every 20 minutes. Winner takes emissions. Pure competition. No passengers. If they pull this off, SN99 becomes one of the biggest proofs that decentralised AI actually works. 2. SN64 — Chutes ⭐️ The deeper I go the more obvious it becomes that Chutes is the benchmark subnet. ~$22k/day in real revenue. Already integrated into OpenRouter. Open source top to bottom. Actually profitable trajectory. This isn’t “future potential” anymore. It’s a functioning AI business living on Bittensor. And after the Covenant drama, the structure matters even more. Owner emissions routed through audited contracts. Multiple operating entities. Lead dev openly saying “even if I wanted to rug, I literally can’t.” That’s the kind of boring infrastructure stuff that actually matters long term. 3. SN44 — Score / Manako ⭐️ This one surprised me the most. Their entire thesis is: “most enterprises use less than 2% of the camera data they already collect.” So they’re building vision agents that let companies turn existing cameras into usable AI systems using plain language prompts. And the wild part? PwC France already signed an alliance with them. Enterprise pilots already generating revenue. 100% conversion rate on some trials. Again: not a subnet pretending to be a business. A business that happens to live on Bittensor. 4. SN71 — Leadpoet ⭐️ Probably the cleanest “market demand” play I’ve seen so far. This isn’t lead scraping. It’s real-time intent detection. Miners compete to identify high-intent buyers BEFORE competitors do, validators verify the leads, and customers pay for the data. 7M+ lead submissions already on-chain. Every company on earth wants better sales leads. Leadpoet is trying to turn that into an open marketplace instead of an enterprise software monopoly. Very easy product to understand. Very large market. Still early. 5. SN78 — Vocence ⭐️ Still super early but this one’s on my watchlist. Vocence is building the voice layer for decentralised AI on Bittensor. And honestly I think people underestimate how big voice becomes over the next few years. Right now we type to AI. Soon we talk to it constantly. Agents. Customer support. Education. Companions. Assistants. Voice becomes the interface layer for everything. Almost nobody is paying attention to this subnet yet 👀 That’s usually when I start paying attention. The more time I spend researching Bittensor the more it feels like the market is still treating all of this like “just another altcoin ecosystem” I don’t think that framing survives much longer. Going deeper into individual subnets next + adding more to the research list as I go…look out for that!

Cheers to @ChrisCamillo! Absolute legend sharing the ingredients to his alpha

@mikealfred Short sellers have their hero’s too. I prefer @mikealfred

Did Benjamin Cowen apologize for scaring his followers out of BTC at $3,000? No. Did he apologize to the people he scared out at $25,000? No. When Bitcoin is $1M, will he apologize to the people he scared out at $60,000? Of course not. Stop following charlatans or stay broke.

Agents are getting funded wallets and learning to use onchain tools right now. It is only a matter of time before they are the ones constructing and evaluating complex portfolios 🧺 👀

Good to see @ChrisCamillo calling @GerberKawasaki out on his nonsense

Seeing the borrow dry up and volume perk back up on $BMNR while Bitmine keeps stacking ETH is a wild combo — feels like we’re one catalyst away from a face-ripper squeeze.

@jvisserlabs Fun to compare @jvisserlabs macro insights to the stale ‘bubble’ babble in @CNBCFastMoney - one will make you rich while the other dabbles in value plays. Scarcity over abundance all day long!

The “physical world upgrade” is no longer a future story. It is happening now. I break down how: • Freight and industrial data are accelerating • AI demand is powering semis, power, optics, and now edge devices are part of the discussion • Compute and power shortages are becoming the real bottleneck • Bitcoin may be the catch-up trade as inflation and PMIs keep rising Tariffs, AI bubbles, Oil Disruptions have been disruptions invetsors while Jensen Huang keeps telling people the story to focus on. The AI Five Layer Cake Watch this week's video: youtu.be/4vh3m4SNoj4

The top BSKTs setting the pace this week. Mint yours -> app.alvara.xyz

Palantir is proud to partner with the US Department of Agriculture to modernize services for American farmers, giving them the time and resources they need to secure our nation's breadbasket. "Protecting America’s farmland is protecting America itself, and this work gives USDA the visibility and speed needed to safeguard our food supply,” said USDA Chief Information Officer Sam Berry. “Our farmers sustain this nation, and modern tools help us support them with greater precision. I look forward to working with Palantir as we continue serving the American farming community, which serves all of us every single day.” businesswire.com/news/home/2026…

Arg!

The devs are finalizing Delta Rebalancing. Soon BSKT Lab will rebalance baskets in a single transaction swapping only the tokens that actually changed. Unchanged positions stay untouched. Direct token to token routing. Zero forced intermediate hops. Every other onchain index protocol either runs multi block auctions, relies on arbitrageurs to drift the pool into shape or makes managers fire swaps one at a time. None of them compute and execute the minimum diff atomically. The first onchain index protocol to only trade what changed is coming. Active management onchain is about to get a lot more efficient 🧺

Time to sign up for my new weekly energy focused newsletter Power Insider cnbc.com/newsletter-pow… It's out Wednesdays and eager to write for you and watch this grow. Share the energy love!

This is WILD A 24 year old who got fired from OpenAI just turned 225 million dollars into 5.5 billion dollars in under twelve months by betting on something the entire Wall Street AI trade completely missed. Leopold Aschenbrenner ran safety research at OpenAI until the company let him go. He then wrote a 165 page essay arguing that AGI was arriving faster than any investor understood, and that the people who would win were not the ones who owned the best AI model. They were the ones who owned the electricity. That thesis became a hedge fund called Situational Awareness LP, and his Q4 2025 SEC filing reveals one of the most concentrated bets in modern financial history. His largest single position is an 875 million dollar stake in Bloom Energy, a fuel cell company that generates power directly at the data center site, bypassing the power grid entirely. One of our analysts at Milk Road called this exact play two months ago, took a massive position in Bloom Energy, and it is already up over 40 percent. After Bloom announced a 2.8 gigawatt fuel cell deal with Oracle this week, the stock surged 15 percent in a single after-hours session and that 875 million dollar position is now worth close to 2 billion dollars. His other major positions follow the same electricity-first logic, 700 million dollars in CoreWeave, a massive short on Infosys betting that AI coding agents destroy the outsourced IT business, Intel call options printing multiples on a 53 percent run And a 10 percent stake in Core Scientific, a Bitcoin miner converting its power infrastructure into AI data center hosting. The entire Wall Street AI trade was piled into model companies and chip companies. Aschenbrenner looked at the same thesis and concluded the real bottleneck was whether the power grid could deliver enough electricity to run the models. He was right, and the returns are public record. Our analysts are finding the next plays before they make headlines. If you want access to the full thesis and what we are watching right now, go PRO. Link below!