Angel investor in AI startups. Trading insights forged in Mount Doom. Musical Chairs is a game of song, discipline, and action.
Middle-earth
Joined August 2017
- Tweets2.4K
- Following388
- Followers2.3K
- Likes18.5K
Lord retweeted
JUST IN: $IREN reportedly signs multi-year deal with Anthropic
Wild to see false reports like this all drop the same week. OAI crossed a much higher number two weeks ago. There is some mass coordination of fudding happening.
$DEBIT 👀
New collateral assets live on Teller 🌲 & Debit AI 🟡
$EGG on HyperEVM
$MarsCoin on BNB Chain
$Basecat on Base
Each can now be used as collateral to access stablecoin liquidity without selling the underlying asset.
Here’s a closer look at the projects behind them.
$EGG on HyperEVM
EGG @EggOnHyper is a Hyperliquid meme inspired by an early post from co-founder Jeff Yan about eggs. The project has grown around its community, memes, and EGG Arcade.
$MarsCoin on BNB Chain
MarsCoin @bnbMarsCoin calls itself the “stock coin on BNB,” combining meme culture with tokenized equities. MARSCOIN is paired with the tokenized-stock asset SPCXB, with mechanics that distribute SPCXB rewards to qualifying MARSCOIN holders.
$Basecat on Base
Basecat @BasecatOnBase is a community-run meme built around Base’s builder culture and its blue-hardhat cat. The project leans into a simple ethos: “put the helmet on and build.”
What collateral support unlocks:
Borrow stablecoins directly through Teller, or use Debit AI to borrow against $EGG, $MarsCoin, and $Basecat through an AI agent.
With $DEBIT, borrowing can be initiated in plain language through the Debit app or an AI assistant connected to Debit’s MCP server.
The agent executes the loan onchain through Teller, within permissions and limits set.
Teller loans are fixed-term rather than health-factor based. There is no liquidation price or margin call during the loan term. Instead, borrowers agree to a specific repayment or rollover date.
If a loan is not repaid or rolledover by its due date, the collateral can be sold through a 24-hour Dutch auction to repay the lender.
With these additions, Teller now supports more than 100+ collateral assets, with more than $80M+ in cumulative loan volume.
$EGG. $MarsCoin. $Basecat.
Now live as collateral on Teller, and accessible through Debit AI.
pro.teller.org/blog/new-coll…
Not financial advice. Collateral support does not constitute an endorsement of any asset or project.
Lord retweeted
I do not know how Anthropic survives this.
GPT 6 Astra costs $2.57 per task.
Fable 5.1 costs $6.12.
Astra is smarter, faster, and less than half the price of the model that burns your entire week in a day.
Every Max user who hit their limit at 10am this week is looking at this chart right now.
Anthropic's whole business is selling a model that costs more to run than the competition and charging you for it in usage limits.
OpenAI just made that business model impossible.
S&P going to re-rate to 9000+ when Trump pulls out of Iran.
Without the Iran War, the S&P 500 could be at 9,000+.
The S&P 500 has added +$700 billion in market cap today even as Brent crude oil prices near $100/barrel.
This is arguably the most resilient market in history.
The S&P 500 is now less than 1% away from a record high despite inflation nearing 4%, gas prices back on the rise, and the Fed expected to HIKE rates.
Just imagine where the S&P 500 would be if the Iran War ended, oil prices came back down, and rate cuts returned.
Earnings growth just over the last 6 months of the Iran War has been historic, with the S&P 500 posting +52% blended earnings growth in Q2 2026.
This marks the highest growth rate since Q2 2021, a period where the global economy was emerging from a historic lockdown and the US government handed out $4 trillion in stimulus.
In other words, we are now seeing growth on-par with $4+ trillion in stimulus and a global economy that restarted from an effective halt.
The reality is that the AI narrative is even stronger than most people realize, the earnings growth is there to support it, and inflation has been above 2% for 60 consecutive months.
Own assets or be left behind.
Tend to agree, $IREN about to go on a monster run through end of year.
This quoted post is unavailable.
Hardly anyone is talking about $DEBIT and it’s already crossed 13,500 holders on $300M 24H volume. Few… @useteller
OpenAI and Anthropic numbers are re-accelerating, with open source exploding at the same time.
Once Anthropic releases its S1 / IPO numbers by end of September, I’m expecting a huge green quarter for all AI stocks from September to December.
Primary positions that will benefit: $BE, $CBRS, $CRWV, $NBIS, $IREN, $NVDA, $DRAM
Lord retweeted
$IREN just signed another multi-year contract with a leading frontier AI lab taking contracted ARR for 2026 capacity to $4B.
Also great to see $2.8B of GPU financing is covering 90% of the associated capex helping IREN scale capacity without having to fund the entire build itself.
AI agents will be transacting more and more onchain
$DEBIT looks juicy at this market cap
Meet Debit, an AI-powered financial agent, with access to third party credit products and onchain financial services via any AI platform.
Debit AI: debitai.xyz/
Debit AI App: app.debitai.xyz/
Deploy autonomous agents that run through any MCP client, including Claude, ChatGPT, Perplexity and Gemini.
Agents execute onchain actions and can run autonomous strategies: trade, swap, bridge, borrow, lend, stake, and more.
The Debit Agent runs and executes on the instructions set, within the limits set.
"Keep collateral above 200%."
"Rotate to the highest-yielding stablecoin on an approved list weekly."
"Sell a quarter of a position if it drops x% below entry."
Agents can be set up in routines on any preferred AI app, to monitor positions and execute when conditions are met.
Even program a trading strategy in plain language.
→ Spot swaps across ten-plus chains
→ Borrow & loop collateral tokens
→ Monitor collateral and rebalance on triggers
Define entry, sizing and exit conditions in ChatGPT or Claude routines. The agent executes them onchain.
Debit is non custodial. Assets stay under the holder's control at all times.
Each agent runs within limits set: assets, venues, position size, chains, daily spend cap.
Use Debit AI via the chat interface on the Debit dashboard, or connect Debit's MCP server to the AI assistant already in use.
Debit can use crypto assets as collateral: WBTC, WETH, and other supported collateral assets.
Stablecoin loans via Teller are time based, with no margin calls. Price moves do not trigger liquidation during the term. At the end of the term, an unrepaid loan is settled from collateral.
Debit also helps understand traditional credit options for personal, business and auto lending.
Built on Teller, the lending protocol that has processed $80M+ in cumulative loan volume across 100+ assets.
$DEBIT is the utility token of Debit AI. It works as AI usage credits.
Spend DEBIT to run the agent: strategy execution, portfolio analysis, debt planning, cross chain routing, monitoring, and more.
Agents consume credits continuously while running.
DEBIT is allocated to those who participated in the protocol.
→ Users with Teller points, earned by borrowing with crypto-assets as collateral
→ Participants in the Fortune Teller NFT ecosystem
Tokenomics: $DEBIT
debit.debitai.xyz/tokenomics
Debit is not a bank, is not a lender, and is not FDIC insured. Digital assets are volatile and can lose their full value. Autonomous agents can execute at unfavorable prices or fail to execute. Nothing here is financial, investment, legal or tax advice. Debit is not affiliated with or endorsed by Anthropic, OpenAI, Perplexity or Google. Services are not available in all jurisdictions and eligibility restrictions apply. See Terms of Service.
