Addicted retweeted
Sharing data used to mean handing over the raw file. Once it's copied, it's gone.
Sirius flips it: your data stays encrypted, models train inside a sealed enclave, and you get paid on delivery. Every run is on chain.
sirius-data.tech
Addicted retweeted
The most complete (meme)coin guide video ever made
Almost 2 months later and I just finished the last episode of the script-- all other episodes are filmed and ready, besides EP13
Subscribe to @ spyzer_crypto on Youtube to make sure you don't miss it
Genuinely can't wait to share it with you all. Once it's completely finished, we'll prob have to make some minor changes to make sure it doesn't get taken down
Addicted retweeted
Convinced that $PSTR will be trading above $10M in the coming days
They currently own 1.5% of the staked PAPER supply, meaning they'll receive 1.5% of all staking rewards once the House Funds surpass $5M again
Basically, they'll be printing at least six figs a day to buy back and burn the token
What a no-brainer this is.
Addicted retweeted
$PSTR (@paperstrategy_) might be the easiest HyperEVM play right now.
For those who aren't aware @papertrade_xyz is a perp DEX where losing traders earn $PAPER. Stake it and you earn a share of the exchange’s revenue in USDC. The key rule: once the house treasury passes $5M, every extra dollar traders lose goes straight to PAPER stakers.
PaperStrategy is built to farm that. They already hold ~1.5% of the current PAPER supply, all of it staked, and a big chunk of the treasury is still waiting to be converted into PAPER. That position keeps growing.
The flywheel is infinite :
→ Every $PSTR buy and sell pays a 10% tax
→ The treasury deploys it on Papertrade to get more PAPER
→ All PAPER gets staked and earns USDC
→ That USDC buys back and burns $PSTR
→ The buybacks pay the tax too, which goes back to the treasury
And it repeats.
On the burn side, ~$200K is still left to buy back and burn.
The catalyst to watch is Papertrade’s house treasury. Volatile markets mean more liquidations, and the pool grows : exchange.papertrade.xyz/hous…
As soon as volatility comes back, it will most likely push well above $5M. Then the excess flows to stakers, PSTR earns more, and the buybacks get bigger. The flywheel spins again.
Cheap PAPER accumulation + more capital to convert + $200K buyback runway + a volatility catalyst.
Everything is tracked publicly: paperstrategy.xyz/#numbers
Addicted retweeted
Meet our CTO/Co-founder, Paing Chan 👋
Full-stack developer from Bangkok, building since 2021, now focused on AI apps. He leads the tech team behind the TasQ app and network.
More info about him on our website -> team: tasqnetwork.io
Addicted retweeted
Sirius is now live on Robinhood Chain mainnet.
Rent access to private datasets without ever exposing the underlying data.
Data stays encrypted. Models train inside Intel TDX enclaves. Payments settle on-chain in USDG.
You get the model. Never the data.
sirius-data.tech
Addicted retweeted
I do find it kinda wild how we manage to burn everything to the ground before anything really great can ever come from anything.
I ignored this whole muse thing until zuck followed the agrippa account which lead me to find out that Alexander Wang(Chief AI at Meta) folowed the musebook account.
Now those things on thier own are awesome but it made me really wonder why? 1 follow from one of them is amazing but both of them following two different muse based accounts makes me really wonder why? They arent just both gonna randomly follow these accounts coincidentally lol... Not to mention Meta was the one who purchased Moltbook right?
I dunno whats going on but its definitely more than nothing when zuck and an exec are following random ai/crypto based project pages.
Addicted retweeted
The first interview with @crypticd22 got a great response. Thank you all.
Next up: @J777Crypto, dropping Monday.
#2 trader on the 1 month PumpFun leaderboard.
Our goal is to make you a better trader.
Follow so you don't miss it.
/laby_szn
Cryptic’s 3 Tips for Trading the Current Market
Cryptic has a highly versatile trading style, but he’s best known for identifying asymmetric small cap opportunities before the wider market catches on, particularly innovative projects experimenting with new ideas.
Some of his most notable early calls include:
Pandora: $1M → $300M
Act: $1M → $400M
Arc: $15M → $600M
Hoodrat: 200k > 20mil
Net: $1M → $70M
Stonk: $1M → $300M
Most recently, he's grown his $10K Pump challenge wallet to $200K in just one month, all public.
Here are his three tips for navigating the current market:
1. Don’t be afraid to go against the crowd
By the time a trade becomes consensus, most of the people likely to buy are already aware of it and already positioned.
Some of the biggest market inefficiencies can be found by looking where the crowd isn’t. That doesn’t mean being contrarian for the sake of it, but don’t be afraid to trust your own instincts and thesis, even if the crowd disagrees.
2. Execute well and size appropriately
Plenty of people can identify a trade that eventually goes up. Far fewer can actually see it through.
Your entry, ability to ride volatility and eventual exit are all part of the trade. Some of the best researchers I know aren’t necessarily the best traders, and execution is often the reason why.
Position sizing is arguably the biggest factor. Oversize and you’re more likely to get shaken out by volatility. Undersize and you may not care enough about the position to give it your full attention.
Get your sizing right and good execution becomes considerably easier.
3. Focus on yourself
The rise of social trading has made this harder than ever. We’re constantly exposed to huge P&L screenshots, making it easy to feel as though we’re underperforming.
That feeling can push you into forced trades, excessive risk and poor execution, all of which will ultimately lower your returns.
Drown out the noise and focus on your own journey. You’re trading for your goals, on your timeline. Don’t let someone else’s results pull you away from your process.
Addicted retweeted
Sirius update
We've been heads-down building. Next on the road to mainnet:
→ Taking training to the next level with confidential computing
→ Escrow update: pay-per-compute, settled on-chain
→ Bigger datasets, async training, new models
→ KYB verification, followed by an independent audit
Your data stays protected. The compute comes to it.
Addicted retweeted
Yesterday @finkd followed @agrippa_muse, and it's honestly quite surprising to see the coin topping at $10M
There was some doubt/speculation at the beginning about whether Mark was hacked or not, but it's now been almost 24h since it happened (clearing any doubt of him being hacked)
Agrippa is the name of Zuckerberg's personal agent, and many Meta employees (such as @alexandr_wang) were constantly interacting with robinhood:0x91a2dae9699f0b82540b5886b0d8759c22820ba3 (the crypto paired with robinhood:0x83a49b808f8d5e02cb2931cd2352988f498e5ba3 ).
In my opinion, it's only a matter of time before we see a new ATH on Agrippa. Imagine if @vladtenev suddenly followed a meme paired with $HOOD stock, how high would you see it go?
Addicted retweeted
I hold $PRM, and I've been loud about it
So here's the part of @prm_market's own data I'd want someone to show me before buying:
◆ Buybacks are running ahead of revenue
Their dashboard lists 45 buybacks, ~55+ ETH spent (~$155k)
All-time platform fees from $ETH markets: $44.2K
That's ~55% more going out than coming in. Stock-pair & LP fees aren't in the $44K, so the real gap is smaller, but part of the bid is being funded, not earned
Great for holders right now. Also the thing to watch. A funded bid can stop. An earned one only stops when volume does
◆ Burns > buybacks
23.55M $PRM burned vs. 11.8M $PRM bought back.
◆ The burn was front-loaded
15.74M of the 23.55M happened in the first 5 days, one of them a 4.6M burn on Sep 7. ~2.4M in the 6 days since
◆ Volume is cooling
~4,955 ETH all-time, ~2,454 of it in the last 7 days. The first ~4 days did about as much as the next 7
Last 24h: ~$260K vs. a 7-day average of ~$440K/day
◆ The hero ticker is a rough company
$HODO: ~$0.25, down ~20% from ATH, and $pHODO's run says crypto wants the Doge narrative
◆ It's not @RobinhoodCrypto
Independent protocol on @RobinhoodCrypto Chain. Every "$HOOD is watching" take is vibes
◆ Still tiny
~2k holders, 2 weeks old. A launch chart, not a cycle
None of this changes why I hold it: listing rights priced in $PRM, a fee split that pays creators to keep launching, and burns you can check on-chain
It changes how I size it
If the buyback wallet went quiet tomorrow, what's your case for $PRM? 👇
Most people buying $PRM think it's just another launchpad coin
It isn't. It's the listing fee for the forgotten end of the US stock market
Here's what @prm_market actually is, explained like you're 5:
@RobinhoodCrypto opened a department store on its new chain. It mostly stocks the big brands: $NVDA, $AAPL, the liquid names
@prm_market set up a night market in the parking lot for the overlooked penny stocks the store isn't focused on
Each stall is a Desk. It sells a stand-in for one stock, a pSTOCK like $pHODO
A pSTOCK isn't the stock. No shares, no votes, no dividends, no redemption. It's a price tag for how badly crypto wants that ticker
That price tag is the "premium": what the night market pays vs. what Wall Street pays
Right now that gap is wild. $pHODO's on-chain market is valued at ~$21.5M. House of Doge, the actual Nasdaq company, is worth ~$16M
To pull crowds to a stall, anyone can launch a meme paired to it (or to $ETH):
◆ 1B supply: 800M on a bonding curve, 200M held back
◆ Hits its target (4.2 ETH, or ~$10k on stock pairs) → graduates to @Uniswap v4 with liquidity locked forever
Every meme trade pays a 1% fee:
◆ 70% to the creator who pulled the crowd
◆ 30% to the market, which buys back and burns $PRM
Who gets the next stall?
Communities bid $PRM for it.
Winners share 70% of that Desk's LP fees for 30 days, and the winning $PRM mostly goes to a dead address
So $PRM is both the ticket to list the next stock and the thing every trade buys back
The next step (announced, not live yet): idle curve capital buys the real shares through a broker into a Stock Reserve. Not a peg, not redemption. A reserve
11 days in:
◆ ~5K ETH all-time volume, ~2.5K ETH of it in the last 7 days
◆ $40K+ in platform fees
◆ 10.3M $PRM bought back (was 8.07M on day 5)
◆ 21.8M $PRM burned, ~1.8% of supply (was 15.74M)
◆ 33 markets, 5 graduated
What I'm not going to pretend about:
◆ $pHODO can go to zero while $HODO does nothing, and vice versa
◆ One owner wallet can upgrade the curve, router, and reward contracts instantly, no timelock. Their own docs say so. The locked LP is immutable; the rest isn't
◆ That same wallet runs buybacks. Policy, not a hardcoded right
◆ The real-share reserve is roadmap, not product
I hold $PRM. Size it like an 11-day-old experiment, because it is one
If you could open the next Desk, which penny stock are you picking? 👇
Addicted retweeted
since @prm_market first launched, every dollar of eth that bought pSTOCK just sat parked inside a liquidity position doing nothing.
v2 just gave that eth somewhere to go...
pSTOCK has always been a synthetic token that tracks a stocks price with zero legal claim on it, no equity, no redemption... v2 gives premium a mechanism to actually buy the real shares over time, funded by trading activity that used to just sit dead inside an amm position
1. the curve desk
every pSTOCK opens inside a curve desk with inventory spread across multiple liquidity ranges. as demand buys through:
> pSTOCK leaves the desk
> eth enters it
> lower ranges convert from pSTOCK into eth first, progressively, as price works through them
under v1 that eth just sat there. forever. no next step.
2. the unlock condition
v2 gives that parked eth a job, but only when two things are both true:
> the pSTOCK from that range has to be permanently removed from circulation, either by graduating off the bonding curve or through a new burn trigger
> the matching desk range has to have already converted into eth
price moving alone does nothing. supply actually has to leave first.
3. the stock reserve
once both conditions clear, eligible eth moves into the stock reserve, which is designed to use that capital to buy the real world shares through authorised brokerage and custody infra
so the flow is:
onchain demand buys pSTOCK > desk inventory converts into eth > pSTOCK permanently locked or burned > eligible eth enters the stock reserve > offchain shares get accumulated
4. reserve mode
v2 also ships a new token factory option for memes paired to a pSTOCK. every trade collects a 1% fee in that pSTOCK:
> 70% normally goes to the creator
> 30% supports $PRM buybacks and burns
under reserve mode, the creator can choose to permanently burn their 70% instead of collecting it, which frees the matching eth in the desk for the stock reserve faster
first live test of the whole system is $pHYPD, tracking hyperion defi ($HYPD), already live.
im bullish because two burn paths, standard $PRM buybacks and reserve mode pSTOCK burns, both feed the same reserve, so growth anywhere compounds instead of sitting dead in an amm
premium shipped the mechanism and a live market on it the same day, that gap between announcement and working product is what im actually pricing in
$PRM
Addicted retweeted
Supercycle loading
Institutions, hedge funds will come onchain with size as the growth allows it / some will put their own treasuries onchain
And there’s one single fund that’s frontrunning this already now- and has been since probably months ago. Team based out of Amsterdam
With a founder that co-managed a fund handling billions, the other founder having sold a company, both doxxed and their fund doing ~45% since inception two years ago
And yes, they have a token. The circulating marketcap is about 500k. FDV 3M
Their onchain treasury opens in a week or two. At the start 100% of fees generated from the fund (+ additional services from intelligence layer) go to buybacks and burns until it decays to a floor of 50% depending on FDV milestones / time
I’m positioned. And yes, it will get massive adoption eventually. Everyone (with size) will want to direct a part of their portfolio to a fund onchain doing +40% a year. Especially when they prove their worth
Let’s look back a couple months from now 🤷♂️
@Wall3_RL
Tokenized equities today are exactly where stablecoins were in 2019.
the first pmf is here. bringing equities onchain is just as obvious, simple, yet genius as bringing dollars onchain was back then. we've already seen the first growth spurt push us to the first few billion in onchain supply.
but zoom out and it's painfully obvious we're still incredibly early. an easy 100x in growth still ahead over the next few years.
here's where it gets interesting though:
stablecoin growth was slower, because we spent years operating in a completely different environment. one that mocked crypto, treated it with deep skepticism, and forced us to fight regulatory headwinds the whole way. one of the biggest catalysts, the GENIUS Act, only came last year, many years after the first pmf, and accelerated stablecoin significantly.
tokenized equities are positioned completely differently.
there's already massive institutional interest and adoption, and tokenized equities are an obvious, compelling fit for exactly that crowd. and just days ago the SEC issued its Innovation Exemption, explicitly allowing tokenized stocks to trade onchain, actively pushing this development forward instead of fighting it.
so I think tokenized equities are equally obvious with equally asymmetric upside as stablecoins in 2019. except this time it's going to move much, much faster.
one of the biggest opportunities forming in this space right now.
Addicted retweeted
Your data trains their AI. They never get to see it.
On Sirius, your dataset is encrypted in your browser before it leaves your laptop. It’s decrypted only inside a hardware vault. Neither we, the buyer, nor the chain can access it.
The chain stores a fingerprint. The buyer receives a trained model locked in a sealed capsule. A single transaction pays the seller and unlocks the model simultaneously.
No payment without delivery. No delivery without payment.
Live on Robinhood Chain testnet.
Try it: sirius-data.tech
Addicted retweeted
robinhood:0xc31d45f8a4f319553bb019fd042dfe375bd7d243 first onchain hedge fund
40%+ a year
100% (decaying to floor of 50%) of all onchain treasury fees go into buying and burning the token
Fund opens in 2-3 weeks, then the flywheel begins
Simple
Fund go up token price go up
