Pukecast

@KGeN_Community Lets goooo! New prize money

🟩 Welcome to the Dojo. What started as KEKW, has grown into something bigger. A new name, a new season, new creators, and a $5,000 prize pool, doubled from the last season. Complete assignments, build with the community, and become part of the culture. Enter the Dojo👇

@KGeN_IO @AaronTeng @harrisongoldx @sakshaminbeta @pukerrainbrow @RugRadio Lets gooo!

🟩 What happens when AI starts making its own decisions? Join us in tomorrow's ThoroughScan sesh, where our panel discusses “The Rise of Autonomous Economies” Guest Speakers: @AaronTeng @harrisongoldx @sakshaminbeta @pukerrainbrow @pukecast @RugRadio 📅 7th July ⏰ 2:00 PM UTC / 10:00 PM HKT Set your reminders 👇

@themoe @SuperteamTH @superteam @solana 👊👊👊👊

don't panic @SuperteamTH has entered the chat Solana to trillions Time to tokenize everything and bring it all onchain

3 years strong as the official Media Partner for @MalaysiaBCW If you're looking for a Web3 event to attend this year, this is one you don't want to miss. Malaysia is quickly becoming one of the hottest hubs. See you there! 🇲🇾 Code: [PUKEMYBWVIP30], for 30% off MYBW VIP Tix Link: myblockchainweek.com/buy-ticket?cod…

Everyone talks about first-mover advantage. But the more tech history you study, the less convincing it becomes. @iggyioppe made an interesting point: The company that invents something is rarely the company that wins. Search engines existed before Google. Social networks existed before Facebook. Smartphones existed before the iPhone. The first mover spends years figuring out what users want, what doesn't work, and which business models fail. The next mover gets a free playbook. They take what's already proven, refine it, and execute better. Being first is overrated. Getting it right is what matters.

You'd think record gold prices mean people are buying more gold. They aren't. In 2025, global gold jewelry tonnage collapsed across every major market. India, China, the Middle East, Europe, Southeast Asia, and the US all bought less of it. And yet gold hit 53 all-time highs. So who's buying? Central banks bought 863 tonnes, ETFs absorbed another 801, and bar and coin demand hit a 12-year high. Gold has gone fully institutional. @iggyioppe said it best in this clip. For years, owning gold meant you were the kind of person who lived in the forest with canned beans and a shortwave radio. That's over. Gold is now a mainstream diversification asset, sitting on the same balance sheets as Treasuries and equities. Which brings up the question: does Bitcoin replace gold? His answer: no. And tokenized gold won't replace Bitcoin either. Both have a place. Bitcoin is internet-native, censorship-resistant, and extremely volatile. Gold has 5,000 years of monetary history and sits on every central bank balance sheet on earth. Tokenized gold finally makes that allocation possible without leaving the chain. No selling ETH to wire money to a bullion dealer, no paying a custodian 1% a year to do nothing. The claim on physical gold sits in your wallet next to the BTC. The "BTC vs gold" framing was always about which one would win. The right question is how much of each.

@KGeN_IO @youngsun @antiiheroine @RishAhuja @pukerrainbrow @RugRadio Lets gooo!

🟩 Work is getting a software update. In tomorrow's ThoroughScan sesh, we're discussing “How Will AI Change the Way We Work?” Guest Speakers: @youngsun @antiiheroine @RishAhuja @pukerrainbrow @pukecast @RugRadio 📅 30th June ⏰ 2:00 PM UTC / 10:00 PM HKT Set your reminders 👇

@AaronTeng @pudgypenguins epic!

The last 3 years our passionate team travel to @pudgypenguins events across Asia Over time, we helped in our ways to spark active communities in 🇰🇷 Korea 🇹🇭 Thailand 🇻🇳 Vietnam 🇮🇩 Indonesia 🇵🇭 Philippines 🇲🇾 Malaysia 🇭🇰 Hong Kong 🇸🇬 Singapore 🇨🇳 China 🇹🇼 Taiwan 🇯🇵 Japan 🇮🇳 India 🇦🇺 Australia None of them started with a big budget. They started with one person who believed in the vision and decided to act. The best investment you can make is finding those people and giving them everything they need to succeed

@manishdiesel @KGeN_IO @KGeN_Community amen

26k bot accounts banned in June. Only verified humans on @KGeN_IO are welcome. We trust @KGeN_Community, but everyone needs to be verified.

Warren Buffett's most repeated argument against gold is that it "doesn't pay you anything." He's wrong, and the gold market has been proving him wrong since 1989. Gold has paid interest for decades through the lease market. Central banks lend their gold to bullion banks, refiners, jewelers, and mining companies. The borrowers pay interest for the privilege. The rate even had a name. GOFO. The LBMA published it every day from 1989 until 2015. So why have you never heard of it? Because retail never touches it. Gold leasing is a wholesale market. It runs between central banks and the firms that need physical metal as working inventory. If you hold gold in an ETF or a coin in your safe, you're missing the yield entirely. Theo doesn't. @iggyioppe broke down how it works. They buy physical gold and keep the legal title to it the whole time. That gold gets leased out to institutional borrowers. The lease income more than covers what it costs to store and secure the bullion. But gold leasing alone has a problem. It's still a price-exposed position. If gold drops 12% in a month, your lease income gets buried by the loss on the metal. So @Theo_Network shorts gold futures on CME against every ounce in reserves. The short cancels the gold price exposure. The lease yield comes through in dollar terms. That's how $THUSD pays 5.5% on USD deposits. Institutions have been running this trade for forty years. Theo packaged it into a token anyone can hold.

🦞 OpenClaw 101 for Builders | Malaysia Edition Co-hosted by @pukecast, @0xmediaco & @yellowpantherx What an incredible turnout! The room was packed with developers, founders, and community partners, all genuinely engaged in the conversations. Events like these remind you why building in this space is so exciting. On to the next! Special thanks to our community partners: @PenguAsia @MalaysiaBCW @mumbcs @otgdeficommunit @shadowcleague @BaseinMY @elfa_ai @anyway_sh @emerge_grp @tankdao_xyz

@UltraWeb3Fest @50Nent @BitMartExchange ✊✊✊

Ultra Speaker Highlight: @50Nent We are pleased to welcome Nenter, Global CEO of @BitMartExchange, to the main stage at Ultra Web 3 Fest in Kuala Lumpur. Leading an exchange that services over 13 million users globally, he will share crucial insights on navigating market expansion, digital asset infrastructure, and the convergence of traditional finance with decentralized networks. We look forward to his perspective on driving the future of global digital adoption. Secure your pass at ticket.ultraweb3fest.io/tickets

@UltraWeb3Fest 👊👊👊

Ultra Web3 Festival has partnered with a leading network of digital asset journalism and analytics platforms to broadcast our main stage programming worldwide, driving global dialogue on the future of the digital economy. Official Media Partners: Foresight News (@Foresight_News) PANews (@PANewsCN) ChainCatcher (@ChainCatcher_) BlockTempo (@BlockTempo) Feixiaohao (@fxh_crypto) 9 Cat Group (@9CatGroup) PukeCast (@PukeCast) MonsterBlock (@monsterblockhk) CoinEasy (@Coiniseasy) Lounge#69 (@69Lounge69) 0xMedia (@0xmediaco) We look forward to collaborating with these leading platforms to deliver unparalleled insights and visibility across the digital asset ecosystem.

In 2018, a company tokenized a $30 million Manhattan apartment building. The pitch sounded great. Fractional ownership, global investors, 24/7 liquidity. Real estate was finally going to trade like a stock. Three years later, the token had a handful of holders and barely traded. It wasn't a tech problem. The smart contracts, the custody, the legal wrapper, all of it worked. Nobody wanted to buy the token. Putting something onchain doesn't create demand for it. It never has. @iggyioppe has a railroad analogy for this. Rails on their own don't do anything. You need a train, fuel, an operator, and cargo somebody wants to ship. Take any of that away and the whole thing is dead weight. Tokenization works the same way. The blockchain is the railroad and your asset is the cargo. If nobody wanted to trade it before, the rails don't change anything. So the order has to be right. Start with assets that already have real liquidity and a track record of being traded. Low-risk first. The onchain version then inherits demand that's already there, rather than building it from scratch. Look at what's working. The most successful tokenized real-world asset is the dollar. Stablecoins are now a $322 billion market. That's bigger than the FX reserves of 95 countries, settling trillions in transfer volume every year. The dollar got there because it was already the most liquid asset on earth. Tokenizing it was plugging existing demand into better rails. Everything else has to earn that demand the hard way.

March was the worst month for gold since 2008. Down 12% in 30 days. Steepest drop in 17 years. If you held a gold-backed token, your dollar value dropped with it. But what about a stablecoin backed by gold and pegged to the dollar? Gold dumps 12%. Does the thing break? $THUSD didn't. Held a dollar the entire month while gold was getting hit. The trick is the hedge. For every dollar of thGOLD sitting in reserves, @Theo_Network runs a matching short on CME gold futures. Gold drops, the spot leg loses value, the short prints the same amount on the other side. The two legs cancel. What you're left with is a position that doesn't care which way gold moves. Net exposure in dollar terms, flat. THUSD stays at a dollar. Sounds clean on paper. The mess is in the execution. Physical gold prices in London through the LBMA auction. Two fixes a day, set by a panel of banks. Futures price continuously on CME in a different time zone, on a different rhythm. So there's always a basis between what London says gold is worth and what CME says gold is worth. Usually small. Sometimes not. Either way, it moves. Most firms running this trade wear that slippage and call it a cost of doing business. Theo doesn't. They fire the CME hedge at the exact second the London auction prints. Both legs anchored to the same price discovery window. The basis has nowhere to drift to. The founders came from Optiver and IMC, two of the most disciplined market making firms in the world. That discipline is what's holding the peg.