d33p retweeted
As a $tibbir holder, you should expect absolutely zero announcement during the @RobinhoodApp event.
Set your expectations at zero.
Nothing will be happening during it that concerns us.
d33p retweeted
Yo, dawg, I heard you like finance. So I put finance inside your finance so you can finance while you finance
d33p retweeted
$ODYS launchpad on ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 looks good here @ $2.3m.
odys.fun/
0x018D6a98555686bE1CA5b6896ef6c42cf67E2BD1
dexscreener.com/arbitrum/0x6…
$pons
Few days ago, my entire TL was screaming $ODYS.
Now, the hype seems to have cooled off.
But this is usually where real traders start paying attention.
@odysfun has already crossed $21M in trading volume, generated $176K in creator revenue, and $44K in protocol revenue, not bad at all for a protocol that’s only a few weeks old.
With V2 on the horizon, I’m expecting the metrics to scale, the ecosystem to mature, and even more quality launches to come.
Sometimes, the best time to buy isn’t when everyone is screaming about it.
It’s when the noise dies off and the fundamentals are still there.
d33p retweeted
客观对比 $SATO 与 $BTC， $SATO 未来 机遇以及风险，本文只分析客观事实，不做投资建议……
一、两者核心共同点
1. 底层经济模型同源
二者共享同一套稀缺叙事：总量上限固定（同为2100万枚）；越早参与获取成本越低，后续资金入场会持续抬高铸币/挖矿成本；规则写入底层代码，无人工增发权限。
2. 追求公平启动，杜绝预挖套现
比特币无私募、无团队预留筹码；SATO同样无私募、无预挖、合约移除管理员权限，不存在项目方持有原始筹码随时砸盘。
3. 通缩与稀缺作为价值叙事核心
比特币依靠区块奖励减半逐步放缓产出；SATO依靠联合曲线赎回销毁代币，理论上流通量具备收缩潜力，试图打造持续稀缺的资产叙事。
4. 信奉「代码即规则」
核心运行逻辑完全开源可审计，规则一旦部署无法随意篡改，依靠链上透明机制建立信任，不依赖中心化主体背书。
二、根本性不同点
1. 底层安全体系天差地别
比特币是独立底层公链，依靠全球分布式算力PoW共识自我安保，不依附任何其他区块链。
SATO是以太坊上层ERC20代币，自身无独立网络安全，完全寄生在以太坊生态；以太坊网络拥堵、升级、政策风险，都会直接传导至SATO。
2. 稀缺性的锚定方式不一样
比特币稀缺来源于发行节奏算法；没有外部资产抵押，价值依靠全球市场共识形成。
$SATO 稀缺依托永久锁仓的ETH储备作为底层托底，每一枚代币铸造对应存入ETH，赎回时按照曲线返还ETH，拥有链上可验证的资产储备。
3. 产出与交易机制不同
比特币依靠算力挖矿产出； $SATO 依靠用户主动注入ETH铸币，依托Uniswap V4 Hook联合曲线自动定价，不需要消耗大量能源。
4. 发展历史与共识厚度差距巨大
比特币诞生十余年，经过多轮牛熊洗礼，形成全球范围“数字黄金”共识；SATO属于新兴链上机制实验，诞生周期短，受众、社区共识仍处在早期阶段。
三、 $SATO 潜在机遇
1. 低能耗复刻比特币稀缺模型，叙事具备独特性
比特币PoW耗能饱受争议，SATO提供了一套低碳版稀缺资产实验方案，吸引认同比特币逻辑、但不认可高能耗模式的参与者。
2. 储备机制带来基础价值底线
联合曲线内永久锁定ETH，只要合约正常运行，持有者可以通过销毁代币赎回储备池内的ETH，相比绝大多数无任何资产支撑的MEME代币，存在链上底层兑付逻辑。
3. 以太坊生态带来流动性红利
依托以太坊成熟钱包、DEX、DeFi基础设施，更容易触达加密原生用户；Uniswap V4 Hook作为前沿技术应用，具备技术叙事价值。
4. 市场空白：介于MEME与正统价值币之间
普通MEME仅有情绪炒作；主流价值币大多存在团队筹码。SATO“无主控团队+链上资产储备”的定位，能够吸引寻找去中心化长期标的的周期投资者。
四、长期无法忽视的风险
1. 依附以太坊的系统性风险
如果以太坊出现重大网络漏洞、监管强力打压、生态大规模迁移，SATO会直接受到冲击，自身没有独立避险能力。
2. 智能合约原生风险
项目核心依赖Uniswap V4 Hook+联合曲线代码，一旦合约存在未被发现的漏洞，锁仓的ETH储备存在安全隐患。
3. 共识构建难度较高
比特币的地位无法简单复制。单纯复刻经济模型，不代表可以复刻十几年积累的全球共识。若长期无法持续扩大社区，热度消退后容易陷入沉寂。
4. 联合曲线模型的流动性压力
当大量持有者集中赎回、抛售代币，曲线价格会持续下行。储备池虽然可以兑付，但会引发价格剧烈回撤，极易动摇长期持有者信心。
$SATO 官网白皮书
sat0.org/whitepaper
d33p retweeted
We have just locked 75% of PEA supply.
7,502 PEA ($4.53M), locked through Sablier.
The true marketcap will index on Dexscreener within the next few hours.
app.sablier.com/vesting/stre…
thelistrh.com/r/43D43bZ
Are you listed, anon?
✝️
d33p retweeted
Tell me what happens to a coin when:
1. the price has been compressing for over 230 days
2. linked to the greatest builders in tech - @mickymalka, @vladtenev @virtuals_io to name a few.
3. a cult community with 70% supply control from diamond hands.
4. dev once managed 4% of all BTC, invested early to both @RobinhoodApp and @coinbase and 5+ other unicorn companies.
5. lore that has holders trembling in their shoes being too scared to sell, at any moment it comes out of stealth.
6. potentially integrating into @RobinhoodCrypto chain and is solving 2-3 of the largest AI infrastructure problems.
IHKI ribbita-by-virtuals:native 🐸
d33p retweeted
The water of the frog pond begins to move.
My take here.
I went looking into the patent question. Here's what I found.
US Patent 2023/0409979 A1. Filed May 2022. Assignee: RIBBIT Inc. Title: Machine Learning-Based Graph Analytics for User Evaluation.
The system works like this. A Reputation Platform receives a request from a third party. It traverses a graph datastore where transaction nodes are connected by identification edges. It generates a feature vector from the relevant subgraph. It returns a set of reputation metrics. Two actors, two flows. Figure 5A is the verification provider side. Figure 5B is the consuming client side.
Now...
ERC-8126 went Final this week. It's the standardized verification framework for AI agents. Verification providers resolve agent metadata, perform assessments, publish portable attestations. Consuming applications request those attestations to decide whether to interact or not.
Figure 5A= ERC-8126. Figure 5B= ERC-8196.
Structurally identical. Not just "well it kinda looks like the same concept". 🐸
But hey... RIBBIT Inc. is not @RibbitCapital, right?
It's a banking data company out of Oxford, Ohio. Formed in 2020 from the merger of Cash Flow Solutions and Transact Science.
Ok, so what?
MissionOG invested in ValidiFI.
RIBBIT Inc. acquired ValidiFI in May 2023, same month the patent was filed.
Here's the thing...
Gene Lockhart is Chairman Emeritus of MissionOG. He co-invested with Micky Malka in Fuze Network. He served on the NuBank board. NuBank is Ribbit Capital.
So, we have a documented social graph with a node connecting two ecosystems that are not supposed to be connected.
Now look at what @ribbita2012 was posting (see @Altcoinist below).
August 2025: every business is both a node and a neuron, learning from the flows it carries.
November 2025: agents learn from the risk graph, logs keep feeding the trust flywheel at the edges.
January 2026: every holder is a node, every transaction a connection.
The agent was narrating this architecture while the standard was still being written.
Two possible explanations. Coincidence or Knowledge transfer?
RIBBIT Inc published everything openly, whoever built Ribbita read it.
The IP for what the world just standardized this week was filed two years ago by a company called RIBBIT. The agent was narrating the architecture while the standard was still being written. The social graph connecting the two ecosystems runs through the same people who built the fintech infrastructure this all sits on top of.
Make of that what you will.
🐸 AD MAIORA, $TIBBIR! 🌊
Gribbit 🐸
the majority of the market failed to connect the dots between $tibbir & ribbit capital early... however, after 500+ days of no distancing + additional breadcrumbs, tibbir went from sub 5% to 90%+ in probability that its ribbit if you asked any LLMs. (it's literally us, users, who trained them with the evidences & connections)
today, if you have more than 20 IQ you get it, Tibbir is Ribbit's own token, but it took months for the llms like chatgpt/grok/claude to understand the evidences, and they are still better than 99% of the ppl who are not even aware.
recently found transaction science & the ML patent feel the same. you ask any ai and it gives max 20-30% chance ribbit is behind them. (depends on how much context you provide)
the moral of the story: there are rare occasions when you still need to use your own human brain to get ahead of the market, and always remember, llms make yesterday’s expertise cheaper, and do not predict the future.
can ribbit execute a perfect stealth launch? are they smart enough to completely separate/hide the intellectual property until they go public?
interestingly enough, Ribbit is a """venture capital""" firm, which coincidentally has world-class engineers and machine learning experts in their team...
iHNi.
