Eusebio 🍀

$3,000,000,000.00 in capital have migrated from compromised oracles (Chaos Labs) and legacy exploited bridges (LayerZero) to Chainlink in the past few days alone When teams reevaluate their security posture, the conclusion is always the same: migrating to Chainlink is the obvious answer as it provides the highest level of security Nobody ever got fired for choosing Chainlink: - Operational during 2020 Covid dump - Operational during 2022 FTX collapse - Operational during 2025 AWS outage - Operational during 2025 Oct 10 crash DeFi will win 🤝

Looks good.

@stacy_muur @Anchorage Nice one. I was also doing something similar using Gartner Hype Cycle. Let's see how things go further, but I strongly believe blockchain will take over the world soon.

I've put together a conviction map of where I think Web3 is heading in the near future. Some of the categories are not in the "early" phase anymore: → Agentic finance got dedicated institutional infra with the full Agent Bank launch from @Anchorage at the recent Consensus conference → RWA crossed $30B onchain market cap → Stablecoins processed more volume in 2025 than @Visa and @Mastercard combined All three are advancing at a really high pace. As of now, I'm more skeptical of tokenized data and agent identity. 1. Tokenized data: Companies usually buy and sell data through contracts and private deals, and crypto doesn’t improve it enough yet to make the switch worthwhile. 2. Agent identity Pretty much the same problem as tokenized data. You need agents to be widely adopted before identity infra becomes necessary. I want to be wrong on both, but I can't justify the lack of demand yet.

Agentic era. Let's go!

@BitImmortal you missed a big one, which is @zksync

Privacy is becoming the biggest opportunity in crypto people still think privacy = anonymous transactions they’re missing the bigger shift ▼ AI is creating massive demand for private computation, this market could reach over $50B by 2034 the new privacy stack is being built around: - TEEs - FHE - zkML - confidential AI - encrypted computation - private agents - verifiable offchain compute projects already building in this direction: @PhalaNetwork @OasisProtocol @SecretNetwork @NEARProtocol @mindnetwork_xyz @aztecnetwork @MinaProtocol @Zcash @nillion @gensynai

@DWFLabs privacy / tokenization (RWA) / agentic ai payments (& DeFi)/ decentralized storage & compute (DePIN) and ofcourse, web3 gaming + NFTs.

Which crypto vertical do you think will still be around in 10 years?

@neutize we'll get there one day

$ZEC is just about privacy and that's it $ZK is about infrastructure for the global economy, institutional adoption, tokenization, and privacy for everyone

Blockchain will soon gain more institutional attention.

Just testing the new X bitcoin:native / ethereum:native / theta-token:native etc thing yay, we can add multiple.. cool :) although the source of the prices are a bit off in same cases, like ethereum:0x66a5cfb2e9c529f14fe6364ad1075df3a649c0a5 right now But yes, cool.

THIS GUY VIBE CODED A TRUE 3D PROPERTY TOUR TOOL WITH CLAUDE CODE not the fake 360 photo stitching that matterport does, actual 3D right now if you're a real estate agent and want a property tour you need: > a matterport camera ($3000+) > a photographer who knows how to use it > matterport's monthly subscription > and you still get a glorified panorama, not real 3D this guy built a tool that takes your existing captures (camera files, drone shots, 360 photos, EVEN phone captures) and turns them into a real interactive 3D tour in one workflow no specialized hardware, no photographer, no switching between 5 different tools real estate agents, property managers, airbnb hosts, architects, interior designers all of them are paying hundreds per property for something this tool does from captures they already have the painful part was never understanding the end result. everyone knows what a 3D tour looks like. the pain is going from a pile of messy capture files to something usable without it turning into a technical project this solves that with one workflow you dump your files in and get a 3D tour out insane what you can do with vibe coding

of course, x402 is mandatory

@MrMikeInvesting what about blockchain?

We are currently in a “once in a lifetime” AI super cycle… Phase 1 was: (already gone) Semiconductors ~ $NVDA, $AMD, $INTC, $ARM Phase 2 is: (passing by now) Memory ~ $MU, $SNDK, $WDC Photonics ~ $AAOI, $AEHR, $LITE, $MRVL The current phase is Neo Cloud/AI infrastructure: $IREN, $NBIS, $CRWV, $CIFR, $APLD Next wave (many will miss) Rare Earths ~ $USAR, $MP, $UUUU, $FCX Power & Cooling~ $VRT, $CEG, $OKLO, $OSS Finally it all concludes with these 3 sectors: Robotics ~ $TSLA, $PATH, $SERV Space ~ $RKLB, $ASTS, $PL, $LUNR Drones ~ $ONDS, $AVAV, $LMT Many will make generational wealth from this AI super cycle over the next 7 months. Save this to look back on later…

@gluk64 lets goo

This vision is starting to take shape

@iamasoothsayer what's next?

2023: Corona ended 2026: Hantavirus

Simulation is real 😂

@decimated_UO @decimated_game XP system, lets gooo

What do you notice? 👀

@PlayAstrocade @sequoia @DavidCahn6 there's no way you rasied $50M+ to create such games, I refuse to believe

Can you spot @sequoia partners and other GOATS in this silicon valley sim game? 👀 The funniest (or best) startup pitch gets a 15min chat with @DavidCahn6 ;) (post ss of your pitch in the comments below) Play now: bit.ly/astro-valley

@yoheinakajima anything similar opensource?

i've been trying cofounder 2 today, and it's so good! so much to unpack (maybe a thread on this later), but the UI/UX is super well thought out, they took a lot of bold bets IMPO and it's working

@ThetaLeviathan I can't make it work on windows...

First deployment on my Windows EC client received (RTX 4070) 🔥🚀🔥

Noticed how no one is shilling any low cap memecoins anymore? Instead, we’re promoting agentic commerce, payments, remittance, RWAs, DeFi.