Sabitlenmiş Tweet
Rayan
5.8K posts
@m_goes_distance Ai robots enslaving humanity to advance space exploration
English
the acceleration is starting to feel irreversible
I bet we are only one generation away from a completely different species of human
- humans hitting 130 routinely, 150 if you don't get bored
- jet suits replacing the morning commute
- AI designing your drugs before you have the disease
- biology tailored to your exact spec, on demand
- centenarians who are mentally sharp and mobile
- cognitive enhancements that make your 25yo self look unambitious
- body upgrades you walk into a clinic and get like a haircut
bio/acc
English
BREAKING: New startup "RentAHuman" allows AI agents to rent humans to perform tasks they cannot physically perform themselves.
English
It's amazing what happens to my mind when I read about the universe. I love how it makes all of my problems seem trivial and elevates my aspirations to unimaginable things.
English
@defi_kay_ good tokeneconomics don't need holder rights because the token is better than equity. See Hyperliquid, Venice , Ethereum etc.
English
Even though this will convert a public token to a private equity, directionally the feels like a good move.
Let's delete tokens with poor holder rights and replace them with something better.
Across@AcrossProtocol
Proposal: “The Bridge Across” A temp-check exploring whether Across should evolve from a DAO + token structure into a U.S. C‑corp. via a token-to-equity exchange and token buyout. Thread and proposal below ⤵️
English
token never increased in value because it's literally a meme.
no fee share
no buybacks
no burn
no staking
not even used for anytthing else
team always said fee switch proposal soon bla bla bla good way to avoid that with equity change
purely existing to extract as much as possible.
meanwhile we have projects with good tokeneconomics like hyperliquid and venice going absolute bonkers.
English
The end-state for most crypto tokens is to become protocol equity
A digital asset that serves as a claim on the future positive cash flows of a blockchain-based protocol
However, much like with scaling chains, while the end goal is clear, there are many different paths toward this end state
- Companies tokenizing their traditional equity chain
- Token-to-equity exchange + token buyout programs
- Equity-like value distributions via token buybacks & staking rewards
- Investor Relations platforms and regular financial disclosure reports
All industry trends that I expect to accelerate as this asset class matures and begins to take in more TradFi capital
This is healthy
Not every protocol will succeed and become cash flow positive, but those that do, present the largest opportunity for token investors
No ponzinomics or mental gymnastics required
Across@AcrossProtocol
Proposal: “The Bridge Across” A temp-check exploring whether Across should evolve from a DAO + token structure into a U.S. C‑corp. via a token-to-equity exchange and token buyout. Thread and proposal below ⤵️
English
@TheTakenUser Across was literally a meme of a token.
No fee sharing
No buybacks
No burn
And they wonder why their token is down 97% while hyperliquid is about to make all time highs.
English
The most interesting thing happening in DAOs this month. Bullish Across but quite bearish tokens as a whole tbh
hal2001.hl@hal2001
English
@0xNairolf Huperliquid is literally equity on crack. Most projects just have dumb tokeneconomics.
Does across burn ??
Does across buyback ???
Does actoss share revenue ????
No they are just here to max extract.
English
so if i get that right:
1. token was a mistake
2. equities are better for accountability (for now)
3. replace token with equity
i really dont like that (even if i get the reasoning)
Across@AcrossProtocol
Proposal: “The Bridge Across” A temp-check exploring whether Across should evolve from a DAO + token structure into a U.S. C‑corp. via a token-to-equity exchange and token buyout. Thread and proposal below ⤵️
English
@jaibhavnani Hyperliquid and some other projects show how much better tokens can be
English
Tourists and scammers have ruined token premiums.
This shows just how much more valuable equity is than tokens.
It doesn't need to be this way.
Yogita Khatri@Yogita_Khatri5
Across Protocol wants to become a private company 👀 @paradigm-backed @AcrossProtocol posted a temperature-check proposal exploring a move from a DAO to a U.S. C-corp where ACX holders could exchange tokens for equity. If approved by the community, holders could either • exchange ACX for equity at a 1:1 ratio, or • redeem tokens for $0.04375 in USDC, a 25% premium to the one-month average price. ACX is already up over 33% since the proposal.
English
@TraderNoah Oh please stocks with no revenue / profit go bankrupt just as fast as tokens
English
Slowly but surely, the industry is accepting reality.
The risk premium for owning a token is too high relative to equity for investors, and the on-chain infrastructure for tokenized equities is immature.
From first principles, it's obvious why tokens should trade at a discount to equity and the pushback has always been "but they trade at a premium". Well, all the market participants that kept them at a premium are dead, and we have an incredibly immature market structure for regulated on-chain products.
There are a lot of obvious things to build in order to have the market structure in place for tokenized equities to be liquid and composable with defi, but I think it's reasonable to ask whether the juice is worth the squeeze given the demand to own tokenized equities is low. Lots of wood to chop...
Across@AcrossProtocol
Proposal: “The Bridge Across” A temp-check exploring whether Across should evolve from a DAO + token structure into a U.S. C‑corp. via a token-to-equity exchange and token buyout. Thread and proposal below ⤵️
English
@Melissa_Aquinn @AcrossProtocol a company that can't make a token work shouldn't be an investable product.
English
The news broke this morning of a BIG proposal. Something we hope sets a tone for how teams can truly double down, be adaptive, and set up for growth.
@AcrossProtocol has hit an inflection point, and we’re drafting the next chapter.
Across has proposed moving to a private company structure with a unique equity exchange and token buyout.
This is LIVE for temp check, and community review.
Please take the time to read through the details here: forum.across.to/t/the-bridge-a…
Across@AcrossProtocol
Proposal: “The Bridge Across” A temp-check exploring whether Across should evolve from a DAO + token structure into a U.S. C‑corp. via a token-to-equity exchange and token buyout. Thread and proposal below ⤵️
English
Can't wait to buy more Chainlink at $5 Next month!
$link Chainlink
English
@Crypto_BitC nah man some of you linkies are just more delusional than the xrp army
English
I keep getting comments and DM’s faulting me for the claim of 100% value capture, but I don’t think these people realize the purpose of that $LINK assumption.
100% is near impossible for any system however when looking at prices of $1500 and $15,000, coming up short is still an exciting proposition.
100% of the current market is also not what the market will look like in five years when tokenization and AI proliferation have fundamentally changed the services offered, the efficiency of markets, the expansion of services and the overall growth of the world economy.
So 100% today may be 70% in the future.
#Chainlink
⬡ LINK Collector ⬡@Crypto_BitC
Assuming #Chainlink captures 100% value from all mentioned markets (e.g., DTCC settlements, Swift payments, 24/7 equities, tokenized RWAs, federal data), with Economics 2.0 staking/reserves driving scarcity: $LINK 1-Year (to March 2027): $1,500 per LINK. $10T+ secured, 10% staking ratio locks ~$1T in LINK value; Reserve buys back tokens, halving velocity (market cap ~$1.5T). 5-Year (to March 2031): $15,000 per LINK. $100T+ secured globally; 15% staking requires ~$15T LINK value, Reserve funds perpetual rewards (market cap ~$15T, gold-rivaling). • 24/7 Stock Markets: Launched 24/5 U.S. Equities Streams for non-stop pricing on 40+ chains; adopters like Lighter, BitMEX for perps; NYSE 24/7 platform hints at LINK data; Ondo adds 100+ tokenized stocks—unlocking $80T market. • DTCC: Joined 24-institution consortium to fix $58B corporate actions mess; CRE & CCIP for AI data validation/cross-chain; Tokenization service live H2 2026; Testnet online—tapping $2Q settlements. • Swift: Trials with BNP, UBS for tokenized assets/fiat bridges; CCIP links 11K+ banks to chains; UBS fund workflows; 24/7 ledger for $150T payments; G20 cross-border pilots. • CCIP & Unchained: Expanded to Solana/Aptos; Powers DTCC/Swift actions, ANZ/Fidelity/Visa settlements; TVS >$100B; 2026 roadmap: Deeper tokens/Swift integration. • Federal Gov Data: Partnered U.S. Commerce for onchain GDP/PCE; White House digital asset nods; Nazarov on CFTC advisory—boosting DeFi/RWA trust. • Other Power Plays: Mastercard for 3B cardholders’ crypto buys; UBS/Euroclear/SBI tokenized funds; Polymarket oracles; Robinhood Chain/Bank of England tests; MENA/Saudi/Turkey/UAE expansions; CME LINK futures; GSR/ICE integrations; 11 new Web3 hooks; TVS $100B+, SVR $1M, ISO 27001 certified.
English
@OndoFinance nobody in crypto should use a product with bad tokeneconomics like this. period.
English
@BGarcN2 @SZBKHAN007 the manliest thing is to train them and take over the world but ok
English
@SZBKHAN007 you're telling me making a town for your pokemon to live and be friends in isn't the manliest thing you can think of? weak
English
the fact that this is the first game to make me check how much a switch 2 is
nicole ʚɞ@aukeiitcg
a rainy day in pokopia~
English
@medbdy @ViktorAnchutin you gotta be very special to still try to "make" it buying virtual launches
English
Assuming #Chainlink captures 100% value from all mentioned markets (e.g., DTCC settlements, Swift payments, 24/7 equities, tokenized RWAs, federal data), with Economics 2.0 staking/reserves driving scarcity: $LINK
1-Year (to March 2027): $1,500 per LINK. $10T+ secured, 10% staking ratio locks ~$1T in LINK value; Reserve buys back tokens, halving velocity (market cap ~$1.5T).
5-Year (to March 2031): $15,000 per LINK. $100T+ secured globally; 15% staking requires ~$15T LINK value, Reserve funds perpetual rewards (market cap ~$15T, gold-rivaling).
• 24/7 Stock Markets: Launched 24/5 U.S. Equities Streams for non-stop pricing on 40+ chains; adopters like Lighter, BitMEX for perps; NYSE 24/7 platform hints at LINK data; Ondo adds 100+ tokenized stocks—unlocking $80T market.
• DTCC: Joined 24-institution consortium to fix $58B corporate actions mess; CRE & CCIP for AI data validation/cross-chain; Tokenization service live H2 2026; Testnet online—tapping $2Q settlements.
• Swift: Trials with BNP, UBS for tokenized assets/fiat bridges; CCIP links 11K+ banks to chains; UBS fund workflows; 24/7 ledger for $150T payments; G20 cross-border pilots.
• CCIP & Unchained: Expanded to Solana/Aptos; Powers DTCC/Swift actions, ANZ/Fidelity/Visa settlements; TVS >$100B; 2026 roadmap: Deeper tokens/Swift integration.
• Federal Gov Data: Partnered U.S. Commerce for onchain GDP/PCE; White House digital asset nods; Nazarov on CFTC advisory—boosting DeFi/RWA trust.
• Other Power Plays: Mastercard for 3B cardholders’ crypto buys; UBS/Euroclear/SBI tokenized funds; Polymarket oracles; Robinhood Chain/Bank of England tests; MENA/Saudi/Turkey/UAE expansions; CME LINK futures; GSR/ICE integrations; 11 new Web3 hooks; TVS $100B+, SVR $1M, ISO 27001 certified.
English
25 days of filming.
500+ stuntmen.
80 horses.
6 Emmys.
The Battle of the Bastards from Game of Thrones is still the greatest battle episode in TV history. I said what I said. 🐺⚔️
English