FuturisticCindy

Ethereum is entering a new phase: Organizations focused on infrastructure, go-to-market, and more are launching to accelerate the growth of the coming institutional supercycle. Here is what just happened in this new Ethereum era, and how @Sharplink is helping to drive it forward. 🧵

Robotics is the next 10x trade. Liquidity is pouring into the robotics ecosystem, and I think we're about to see a massive shift from software to physical AI. Here's how I'm constructing my portfolio for long-term gains in this sector (nfa): I'm thinking in terms of "layers." Layer 1: ETFs (lowest risk) Start here if you don't want to pick winners. Popular options: → $BOTZ: 68 companies across industrial robotics, automation, and AVs. Up ~30% over the past year. → $ROBO: 91 companies, most diversified pure-play robotics index on the market → $ARKQ: Cathie Wood's autonomy bet, heavy Tesla exposure. Only own it if you share her vision. Layer 2: Large Cap Equities Direct exposure to companies already generating real robotics revenue. → $TSLA: Musk says 80% of Tesla's future value comes from Optimus. → $AMZN: the most underrated robotics play in big tech. 1M+ robots deployed since 2012. Layer 3: Pick and Shovels During the gold rush, it wasn't the miners who got rich. It was the people selling the equipment, and the same logic applies here. The sectors I'm watching: compute, vision, actuation, simulation, semiconductors (and more). Layer 4: Pure-Play Robotics Higher concentration, higher upside. → $OUST: the lidar play. Every robot that navigates the real world needs eyes. Ouster owns that layer. → $SYM: warehouse automation. Every major retailer still runs largely manual distribution centers. Layer 5: High Risk Betas This is where the most asymmetric opportunities live, precisely because nobody is looking here yet. Think things like: robotics X crypto, private equity, and other high risk robotics beta plays. I'm constructing my portfolio to capture all five of these "layers" through long-term, high-conviction bets. As always, nfa. Just where my personal thoughts are sitting right now. I also wrote a deep-dive article (pinned on my profile) that breaks down my entire robotics thesis.

BREAKING: Vitalik Buterin said Lean Ethereum will replace nearly every major protocol component over three to four years. He called it Ethereum’s third major iteration after the Merge, moving verification to recursive STARKs, quantum-safe cryptography throughout, and one-round finality.

base generates $15m/month in user fees and pays ethereum L1 roughly $150k of that for full security guarantees. 99:1 extraction ratio. coinbase keeps 98% of the economics built on top of ETH's validator set. ETH staking yield just hit 2.68%, record low. institutional break-even is ~3.5% after costs. below 2% you get validator exits, shrinking security budget, lower yield, more exits. ethereum built a scaling roadmap that scaled revenue to L2 operators and left stakers holding a 2% coupon on a depreciating security budget. solana did $78m in protocol revenue last month vs ethereum's $39m with one fifth the TVL. the value capture model isn't broken, it was never built.

🔥SEC Chair Atkins: “The president basically challenged us to make the United States a crypto capital of the world, so we’re doing that.”

La CEO de AMD, Lisa Su, acaba de acabar con la caja de IA de $4,000 de Nvidia con una lonchera de $1,499. Subió al escenario, la sostuvo en una mano y ejecutó en vivo un modelo de 235 mil millones de parámetros. Sin centro de datos. Sin nube. Sin GPU alquilada. El chip en su interior es algo que nadie vio venir. El Ryzen AI Max+ 395 de AMD es el primer silicio x86 donde la CPU y la GPU comparten los mismos 128 GB de memoria. Ese solo truco permite que un escritorio ejecute modelos que antes necesitaban un rack de servidores. De esos 128 GB, Linux le da al GPU 110 GB para jugar. Para contextualizar, una RTX 5090 te da 32 GB. Una 4090 te da 24. Esta caja te da más del triple que cualquiera de ellas, en un chasis del tamaño de un libro de bolsillo grueso. El benchmark que rompió la sala: este chip superó a una Nvidia RTX 5080 por más de 3x en inferencia de DeepSeek R1. Una lonchera de $1,499 superando a una tarjeta gráfica discreta de $1,000 en una carga de trabajo real de IA. Nvidia pasó una década convenciendo al mundo de que necesitabas su hardware para IA seria. AMD acaba de poner eso en un escritorio por la mitad del precio. Aquí está lo que nadie te está diciendo. Un usuario intensivo de IA ahora paga $200 por Claude Code Max, $200 por ChatGPT Pro, $20 por Cursor, $20 por Gemini. Eso son $5,280 al año saliendo de tu cuenta. La caja se paga sola en 9 meses y luego corre gratis por el resto de su vida. Instala Ollama. Descarga Qwen3 235B. Apunta Claude Code a localhost. La misma interfaz que ya usas, excepto que ahora nada sale de tu máquina, nada cuesta por solicitud y ninguna empresa limita tu uso a las 3 de la mañana cuando por fin tienes tiempo para construir. Este es el momento en que todas las suscripciones de IA se vuelven opcionales. Los abogados dejan de temer fugas de OpenAI. Los desarrolladores dejan de mirar el medidor de tokens. Los fundadores dejan de alquilar H100s para prototipos que nunca se envían porque la factura los asustó. Las primeras mil personas en descifrar esto poseerán los próximos dos años de consultoría de IA privada.

🇩🇪 GERMANY'S LOCAL BANKS ARE BRINGING CRYPTO TO THE MASSES Germany's Sparkassen, a 248-year-old network of savings banks, are rolling out crypto trading for MILLIONS of retail customers, per Bloomberg. Some already offer Bitcoin, Ethereum, Litecoin and Cardano, with the savings banks following later this year. Just four years ago, the SAME banks called crypto an "incalculable risk" and refused to offer it.

IMPORTANT FOOD FACTS THAT SOUND FAKE BUT ARE TRUE! 1. Ginger works as well as ibuprofen for pain. Trials put ginger head-to-head with ibuprofen for arthritis and period pain and found no real difference. Same relief, without tearing up your stomach. 2. Cloves have more antioxidants than any food on earth. More than blueberries, pomegranate, and acai combined. In the biggest antioxidant study ever done, over 3,100 foods, ground cloves came in at number one. A pinch of your tea does more than a shelf of expensive supplements. 3. Moringa leaves have more protein than beef, ounce for ounce, dried. Dried moringa runs about 25 to 29% protein. Beef is around 26%. And it carries every essential amino acid, more calcium than a glass of milk, and more vitamin A than a carrot. One tablespoon. 4. Dandelion, the weed you rip out of your yard, beats most of the produce in your store. More beta-carotene than carrots. More calcium than milk. More iron than spinach. Plus compounds that help your liver and kidneys clear out waste. You've been poisoning it. It's been trying to feed you. 5. Broccoli needs to be chopped and left to sit for 40 minutes before you cook it. Sulforaphane, one of the most-studied cancer-fighting compounds in any food, only forms once the plant is cut. Cook it whole and you get almost none. Chop it, let it rest, then cook it light. The preparation is the medicine. 6. Oregano holds more antioxidants than most berries, fresh or dried. In that same study, dried oregano landed in the top five spices on earth. It's full of rosmarinic acid and quercetin, both studied for calming inflammation and fighting off microbes. A teaspoon is working harder than you think. 7. The white pith of a lemon is more medicinal than the juice. That spongy white layer everyone scrapes off carries hesperidin and naringenin, flavonoids studied for lowering blood pressure, easing inflammation, and protecting your blood vessels. The juice is mostly acid. Most people throw the medicine in the trash. 8. Turmeric without black pepper is almost a waste. On its own, only about 5% of curcumin, turmeric's healing compound, actually absorbs. Add black pepper and that jumps by roughly 2,000%. South Asia has paired the two for thousands of years. They didn't have a lab. They had eyes, and time. None of this came from a lab. It came from the ground, and from people paying attention. Food was always the medicine. 🙏

$700 million of JPMorgan TVL on Ethereum L1, up from nothing 7 weeks ago The tickers are JLTXX and ETH etherscan.io/token/0x09864f…

MY FATHER HAS BEEN INVESTING SINCE 1985. HE NEVER LOST MONEY IN A CRASH. I ASKED HIM WHY. HE HANDED ME THIS. Most people learn these rules after losing everything: 🚨 1) Treasury buys back its own debt → Dollar weakens. Gold goes up. This just happened. 2) They print money → Buy gold. Buy hard assets. Cash is the position that always loses. 3) They raise rates → Sell growth stocks. Buy short-term bonds. Do nothing else. 4) They cut rates → Buy real estate. Buy growth. This is the signal, not the news. 5) IPO market goes insane → Sell everything they’re selling you. They only IPO at the top. 6) Banks start failing → Wait 6 months. The first bank is never the last. 7) War starts → Buy oil. Buy defense. Sell tech. 8) Ceasefire announced → Don’t sell oil yet. The first one is always fake. 9) 7 out of 10 bear market signals triggered → Start moving to cash. Quietly. 10) Everyone says “this time is different” → It never is. Sell. 11) They tell you to “stay the course” → They are talking to themselves, not you. 40 years. Every cycle. The rules never changed. Only the story did. Follow if you want the next page.

Meta just built a device that reads your thoughts and turns them into text. With just a helmet. 🤯 It is called Brain2Qwerty v2. Published in Nature today. Here is how it works. Your brain fires specific signals every time you think about typing a word. Meta built an AI that watches those signals from outside your skull and decodes what you are thinking. They trained it on 22,000 sentences from 9 people. Each wore the helmet for 10 hours while typing. The best performer hit 78% word accuracy. Just from brain waves alone. But here is what most people are missing. This is not a party trick. This is built for people who had a stroke or a brain injury and lost the ability to speak or move their hands. People who currently have no way to communicate with the world. This gives them a voice back. Without a single surgery. Meta open sourced the full code today so every neuroscience lab in the world can build on it. To be frank, the gap between science fiction and science fact just got a lot smaller.

A recent study has demonstrated that continuous exposure to rose essential oil through inhalation can lead to measurable increases in gray matter volume in the human brain. In this randomized controlled intervention, 50 healthy women participated: 28 in the experimental group applied rose essential oil to their clothing daily for one month, while 22 in the control group used plain water. Before and after the period, researchers used magnetic resonance imaging (MRI) to assess changes in brain structure. The results indicated a significant increase in gray matter volume (GMV) across the whole brain, with a particularly notable effect in the posterior cingulate cortex (PCC)—a region involved in memory processing, self-referential thinking, and emotional regulation. No significant changes occurred in areas like the amygdala or orbitofrontal cortex. The olfactory pathway likely explains this effect: aromatic compounds from the rose oil travel directly to the limbic system, providing sustained stimulation that may promote neuroplasticity and help counteract age-related brain atrophy. The authors suggest this could have implications for dementia prevention, as the PCC is among the regions affected early in conditions like Alzheimer's disease. This appears to be the first evidence that prolonged scent inhalation can induce structural changes in the adult human brain. [Kokubun, K., et al. (2024). Continuous inhalation of essential oil increases gray matter volume. Brain Research Bulletin, 208, 110896. DOI: 10.1016/j.brainresbull.2024.110896]

It happened. Apple has dramatically raised the prices on almost ALL of their products This is only the beginning too. In Micron's earnings yesterday they announced memory price hikes for at least 4 more years I predicted 5 months ago prices of all computers would triple soon enough In the next few days I'll be going out to custom build a 5090 computer at Microcenter. The math is simple: • More and more data centers are being built to support development of frontier models like Fable • Local AI is becoming incredible • Intelligence is starting to be implemented in EVERY consumer device • The 2 most popular products of 2036- drones and humanoid robots will require memory in every single one made • Supply isn't increasing because it takes years to increase production of this incredibly complex supply chain Put that all together, and that tells you we are only in day 1 of this crisis I started investing in Micron in February when I started posting about this (not financial advice) I will continue investing until wars are no longer fought by humans (still not financial advice) Welcome to the new world

scientists CRACKED open 10 Alzheimer’s brains. 9 had a living bacteria inside. eating their neurons. P. gingivalis. the bacteria behind your bleeding gums. it wasn’t just there. it was WORKING. → fragmenting neurons → cleaving TAU (neurons collapse) → destroying UBIQUITIN (waste builds) then they proved it: → infected mice — brain colonized → neurons DIED → blocked enzymes — damage REVERSED infect → damage. block → recovery. causation. (Dominy 2019 — Science Advances) your gums bled this morning. you spat blood. moved on. that bacteria entered your blood. crossed into your brain. started digesting. it doesn’t kill fast. it feeds for DECADES. by the time you forget your daughter’s name — it’s been eating for 30 years. mastic gum KILLED it (PMID: 16822220). → penetrates biofilms toothbrushes can’t → zero resistance in 3,000 years you can’t cure Alzheimer’s. you can kill what’s eating it. 🧵 here’s what else mastic gum kills ↓

🚨$12.6 TRILLION CHARLES SCHWAB OFFICIALLY OPENS BITCOIN TRADING Charles Schwab has officially rolled out BTC trading to its investors, giving one of America’s biggest brokerage platforms direct access to crypto.

Some of us will live forever. And if you’re reading this, that may or may not be you. I am so bullish on this that I just renamed my company to Immortals. Below: + why I think this + early signs of success + how to increase your odds Yes, I know this sounds crazy. Immortality has been an ambition for humanity since the beginning of recorded history. The immortality I’m referring to is specific: increases in life expectancy will outpace the rate of aging. Meaning, we will no longer, by default, expect to die of natural causes. I believe this for three reasons. #1: Immortality already exists Biology can reverse some features of aging, and in a handful of organisms escape it almost entirely. For example, a sperm and an egg from two people in their 30s carry the legacy of bodies that have aged for decades (the egg in particular has been arrested inside the mother since before she herself was born), yet they combine to produce an embryo that resets the aging clock to zero. The immortal jellyfish goes further and resets itself within one lifetime, reverting its adult cells to an earlier stage through transdifferentiation and starting its life cycle again. And in the lab, scientists have begun doing this deliberately, making induced pluripotent stem cells (iPSCs) from mature adult cells such as skin fibroblasts, and using partial cellular reprogramming to turn the clock back in the tissues of living animals. #2: AI offers new potentials Biology is a hard problem. For most of history that complexity was beyond native human capacity. AI was made for this complexity. The clearest demonstration so far is protein folding. Predicting the three-dimensional shape a protein folds was an unsolved problem for roughly fifty years, and it mattered because a protein's shape determines what it does in the body. DeepMind's AlphaFold2 effectively solved it in 2020, reaching a median accuracy of 92.4 out of 100, a level long thought to require the slow, painstaking work of crystallizing a protein and solving its structure by X-ray crystallography. It then released predicted structures for over 200 million proteins, nearly the entire catalogued protein universe, in a fraction of the time anyone expected. #3: Early signs are encouraging These aspirations are not imaginative. With the current tools in biotech Sid Sijbrandij, the co-founder of GitLab, was diagnosed with an aggressive bone cancer, osteosarcoma in his vertebrae. He treated his own disease like an engineering problem, he used AI to help direct several experimental, personalized therapies in parallel and drove the cancer into remission after standard medicine had given up. Around the same time, an Australian named Paul Conyngham, with no medical or biology background, did something similar for his dog. He used AI to help design a personalized mRNA vaccine targeting the specific mutations in his dog's tumor, and after it was given alongside another immunotherapy and within a few months the main tumor had shrunk by roughly three-quarters. How to increase your odds… I. Don’t die in the meantime We don’t know when these longevity therapies will become available. Your goal is to be around when they come out. Buy yourself as much time as possible by looking after your body to the best of our scientific knowledge. Good diet, sleep, exercise will get you 80% of the results. II. Find your achilles Longevity therapies will likely be outcome specific. Individual specific drugs/therapies that target specific things like… > prevent and remove arterial plaque > prevent and reverse neurodegeneration > specifically target and eliminate cancers, or pre cancerous legions > prevent frailty and muscle loss, and regain muscle mass, strength and, bone density > reverse skin aging > rejuvenate eye health > restore lost hearing > etc We don’t know what therapies will be available first. Your goal is to find what your body is struggling with most and keep that problem at-bay until a therapy is available that can fully cure or reverse it. For example, do you struggle with cholesterol? Blood glucose control? Cognitive decline? Find your achilles heel and reduce your risk systematically. III. Invest in the future There are three macro trends happening on planet earth right now, and the people who bet on these areas have the highest risk + reward. > AI > Immortality > Energy As we know, power comes in many forms: money, social, political, health, etc. Those that can collect power in these fields will have the greatest chance of positioning themselves in the Immortal future. With time, Immortal therapies will become broadly available. If you’re reading this: don’t waste your chances by burning down your life points on a yolo-like mentality. Grind culture, addiction, social media pollution, fast food, porn, alcohol, these are all corporations turning your life into their profit. This is the Die Economy. My company Immortals has the sole objective of turning your time, attention, and life into more healthy, functional, and prosperous minutes, days, and years. The Don’t Die Economy. Good luck.

🧠 Warren Buffett: “Hayatta istediğim her şeye sahibim.” “Bir yerine on evim olabilirdi. Daha mutlu olur muydum? Asla. İki yerine on arabam olabilirdi. Daha mutlu olmazdım. Bu beni çıldırtırdı.” ↓ “400 metrelik bir yatım olabilirdi. Ama o zaman onlarca kişilik mürettebatı yönetmek zorunda kalırdım. Bazıları benden çalardı. Bazıları birbiriyle kavga ederdi. Kim bilir daha neler olurdu? Gemi kaptanı olmak isteseydim başka bir mesleğe girerdim.” ↓ İnsanlar zenginliğin daha fazla şeye sahip olmak olduğunu düşünüyor. Oysa gerçek zenginlik; İstemediğin şeyleri satın almak zorunda olmamak, İstemediğin insanlarla çalışmak zorunda olmamak, Ve zamanını istediğin gibi kullanabilmektir. Finansal özgürlüğün özü budur. (Charlie Rose, 2009)

Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: join@ethlabs.org