Sinan Koc

Real Time Verification

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

The future of vaults

The loop: mint USP, supply as collateral on Morpho, borrow USDC, mint more USP. Yield on yield. Leveraged exposure to USP's native yield without unwinding. Borrow against a yield-bearing position, redeploy, compound. Alpha USDC Forex V2. Curated with our friends at @piku_dao.

You can earn a solid yield just by parking stablecoins. But not all of them are built the same. Top 10 stablecoin yield picks by APY (last 30 days, February data): 1. @UnitasLabs sUSDu: 12.13% Yield from delta hedging a JLP position. $64M TVL. 2. @gaib_ai sAID: 11.56% Yield from staked $AID. $15.78M TVL. 3. @MidasRWA mF-ONE: 11.18% Yield from offchain strategies. $104.84M TVL. 4. @LiquityProtocol sBOLD: 10.54% Yield from protocol revenues + liquidation proceeds. $9.04M TVL. 5. @piku_dao USP: 10.28% Yield from onchain + offchain assets. $14.65M TVL. 6. @Main_St_Finance msY: 10.24% Delta-neutral options strategy on the CME. $24.52M TVL. 7. @perena USD*: 9.69% Yield from delta-neutral strategies. $23.58M TVL. 8. @Neutrl sNUSD: 9.52% Yield-bearing assets + delta-neutral strategies. $167.94M TVL. 9. @avantprotocol savUSD: 8.18% Yield from manual strategies. $87.41M TVL. 10. @YuzuMoneyX syzUSD: 8.07% Yield from various DeFi strategies. $61.36M TVL.

Stablecoin issuers like @piku_dao are routing their backing through multi-strategy vaults. Parking reserves in one lending market means yield compresses when everyone else's does. Blending onchain and OTC strategies spreads that across uncorrelated sources. earnAUSD: 7.5% APY, $70M TVL, 4 months.

Nearly $3M deployed in Alpha USDC Forex V2. USP proving out as productive collateral on @Morpho, borrowers maintaining yield-bearing positions while accessing liquidity. Strong week-one adoption for FX-focused credit deployment. Transparent execution with structured frameworks. Live with @piku_dao.

USP Piku is live on Morpho with AlphaPing! USP Piku is backed by FX Arb Strategies and now it can be looped for extra yield!

🚨 Nobel Prize winner just invented a machine that pulls clean water out of thin air. Up to 1,000 liters per day, powered by ambient heat, and works in deserts. Omar Yaghi won the 2025 Nobel Prize in chemistry for inventing this. It uses "reticular chemistry" to create materials that extract moisture from air even in arid conditions. UN just said we're in "global water bankruptcy era." 2.2 billion people lack safe drinking water. 3.5 billion lack sanitation. 4 billion experience severe water scarcity at least one month per year. Yaghi grew up in a refugee camp in Jordan with no running water. So he invented a machine that makes water appear from nothing.

AI is getting strikingly good at security Great to collaborate with OpenAI on this work cc @0xalpo

Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. openai.com/index/introduc…

We just made a $200,000,000 AI movie in just one day. Yes, this is 100% AI.

The primary unlock of tokenizing random RWAs is looping

You can’t imagine how fast Chinese humanoid robots are evolving. In just one year, they have evolved from robots to "humans". 2025&2026 Chinese Spring Festival Gala

The West is more focused on digital AI. Think: “Will Smith eating spaghetti.” And that is actually quite important. And upstream of physical AI. But: man does not live by spaghetti alone.

pharos.watch pretty cool Watch all stablecoins prices in one page

USP is live on Pendle! You can lock in your yield by buying PT

Thesis: Fed. Antithesis: Bitcoin. Synthesis: The pro-Bitcoin Fed.

🇺🇸 President Trump's next FED Chair pick, Kevin Warsh: “If you’re under 40, Bitcoin is your new gold.”

Soon, Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve.