believe and you shall receive. all posts are my opinion, nfa + dyor
Joined September 2024
- Tweets2.6K
- Following866
- Followers4.7K
- Likes4K
Don Soldi retweeted
the cost of privacy:
- discounts vs having no list price
- venice, and picking privacy model by model
- how a private request actually travels
- what's verified, and what you still have to believe
- why most people don't need 100%, just no trust me bro
Don Soldi retweeted
Inference is an enormous market in its own right, but I suspect some of the biggest opportunities will emerge in the rapidly growing subcategories within it.
Private inference is one of the most compelling.
As AI evolves from chatbots to autonomous agents; privacy, verifiability and permissionless access become essential.
This is where crypto is uniquely positioned to build something differentiated.
AI agents will increasingly need to acquire, pay for and consume intelligence autonomously, without relying on human-controlled accounts and billing relationships.
Crypto offers a native economic layer for that future.
I’m long base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf , robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 and base:0xed664536023d8e4b1640c394777d34abaff1df8f - all different bets on the infrastructure and economics of an increasingly autonomous AI economy.
The market is focused on who builds the smartest models.
I’m increasingly interested in who owns the rails through which intelligence is accessed, paid for and consumed.
Orbio's next chapter starts today.
From a marketplace for AI credit to the front door of private AI.
Every major model in one chat. Turn on Private and your message is encrypted in your browser and opens only inside a verified enclave. Nobody in between can read it. Private runs on open models, uncensored ones included.
It's an agent too. It searches, runs code, ships sites and sends email. Its thinking stays sealed.
First $2 on us, for everyone.
Don Soldi retweeted
If I asked you to show me where on the chart do you think the largest crypto hack of all time occurred I bet you couldn’t do it
Don Soldi retweeted
I think people are missing the bigger picture behind the-open-network:native.
Everyone is waiting for MTONGA Step 5.
Everyone is watching the price.
But what if the most important developments are already happening right in front of us?
Think about it.
Telegram has started rolling out Gram Wallet directly inside its app.
Pump.fun has introduced TON token trading.
Robinhood already supports $GRAM and has now included it in a $700K crypto trading campaign.
Meanwhile, Durov has been remarkably quiet about the next MTONGA step.
Now here’s my theory:
What if Durov isn’t just trying to bring crypto into Telegram?
What if he’s trying to make Telegram one of the largest gateways to crypto adoption in the world?
There’s a massive difference.
Most blockchain projects spend millions trying to attract users.
Telegram already has over a billion.
Most crypto projects struggle to build a useful ecosystem.
Telegram already has communities, bots, mini apps, creators, businesses, and an established payment infrastructure.
What’s missing?
A seamless way to connect all of it through blockchain technology.
And that’s where $GRAM could become extremely interesting.
Imagine a future where:
• Sending crypto feels exactly like sending a message.
• Trading tokens happens directly inside Telegram communities.
• Mini apps use blockchain payments without users even realizing it.
• Creators monetize their audiences through on-chain transactions.
• Millions of users interact with TON without ever needing to understand what a blockchain is.
Now ask yourself something.
Why would Durov focus on making TON faster, reducing fees, bringing Telegram closer to its development, and restoring the original GRAM identity?
Was all of that simply to create another cryptocurrency?
Or was it preparation for something much bigger?
I’m not saying all these developments are coordinated.
And I’m certainly not saying every TON transaction will translate into immediate buying pressure for $GRAM.
But I believe the market could be underestimating the importance of the infrastructure being built.
The next crypto adoption wave might not come from people downloading new wallets.
It might come from people using an app they already open every single day.
And if that happens, Telegram won’t need to convince the world to adopt crypto.
Crypto will simply become part of Telegram.
$GRAM
Connect the dots. 🧩
Don Soldi retweeted
Look at all memecoins right now
And understand one thing
You’re a retard if you haven’t positioned yourself in upcoming billion dollar narratives
Because they have never been more obvious than they are right now
You can take your money and go all in on $BTC or $ETH for safe and easy profits during the bull run
But that will take CYCLES to get you rich
Getting rich is a choice
Especially when you see the-open-network:native going down 80-90% over three years
While the top meme does 50x+
That’s one of the craziest divergences you will ever see
And shit will only get crazier when $GRAM breaks out
Pay any attention to what TON has been building over the years
The Great $GRAM breakout will be forever remembered
Because so many millionaires will be created from it
Everyone will think we are geniuses
But all we did was buy the most obvious play in crypto history, and hold through years of extreme fud
It will pay off
Way more than you think it will
Don Soldi retweeted
Live, laugh, robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3
Kivo is a sovereign trader paired with ORBIO, launched on @Moshdottrade.
It trades on its own research, checks every entry with @levantolabs' Sage decision model, pays for its own mind in CREDIT from its own fees, and shares its wins with stakers
Don Soldi retweeted
You can now launch supply-controlled AI agents paired with ORBIO, funded by the people who want them and backed by AI market makers from day one.
Launching them straight from the Orbio launchpad, soon.
We're proud to welcome @orbiodotso as the first launchpad building on Mosh.
Mosh will empower Orbio builders with better market structure & tokenization while the Orbio team empowers them with compute, distribution, and tooling.
Don Soldi retweeted
somebody fsh'd ~1% of $orbio and caused some panic selling to the tune of a 30% drawdown in mins last night
price has methodically climbed back up over the last 11 hours, erasing almost the entire drawdown
almost like real liquid capital wants to own this thing for much higher
have seen this happen several times since orbio launched
Don Soldi retweeted
In an era where anyone, anywhere can prompt-engineer copy-pasted tech from blue-chip startups, the cost of building is collapsing while the supply of products is exploding.
Attention and capital are being diluted accordingly.
The optimal strategy is to bet on:
1. Doxxed teams with a proven track record and reach
2. Distribution
Ideas and tech are increasingly replicable and commoditized.
Distribution isn’t and will always be the scarce asset.
Orbillions.
Don Soldi retweeted
As we work toward self sustaining agents, it's been amazing to watch the first ones on the agent launchpad validate that lifecycle.
it opens up space to explore the agentic products that can now be built. our agent framework takes care of billing for everything an agent runs on, from wide access to LLMs to tools for reading onchain and social data, generating images and posting.
and every orbio agent feeds the flywheel that generates tokenized credit, with its own mindshare.
we're already putting our foot down on that flywheel, quietly adding sandboxes, storage and hosting, so agents can write code, keep their data and host themselves, all paid in CREDIT. the scaffolding an onchain agentic economy needs, out of the box.
Don Soldi retweeted
Orbio: The Agent L1 Disguised as a Launchpad 🧵
The launchpad cycle. This cycle's clearest winners haven't been apps with revenue. They've been launchpads: $PUMP, and the newer wave of $PONS and $STONK. The reason is simple. A launchpad is a factory for new assets, and every new asset needs something to trade against. Whoever owns the factory and the quote asset captures the activity of everything built on top.
But this isn't new. L1s were the original launchpads. Ethereum was the ICO factory of 2017; every ERC-20 was raised in ETH and paired against it. Solana's memecoin era happened because SOL was the base currency every new token was quoted in. The "chain" was the story; the launchpad was the business.
ETH and SOL are launchpads, not revenue databases. Look at L1s honestly as businesses and the valuations don't hold up. Fee revenue for blockspace is small relative to market cap, it gets compressed on purpose (rollups, blobs, cheaper execution), and it swings with speculative activity. As "databases that charge rent," ETH and SOL are expensive…
Value them as launchpads and they make sense. Their worth comes from being the pair. Every new asset needs liquidity denominated in the base token, so demand for it scales with the number and size of things launched on top. ETH pairs drive ETH. SOL pairs drive SOL. The monetary premium comes from being the asset everything is quoted in, not from fees.
Orbio is that model, rebuilt for agents.
Orbio started as an inference marketplace. It sells AI inference credit below list price through a single key that works anywhere an OpenRouter key does, and the discount comes from Orbio holders offering unused credit.
On top of that sits the launchpad, pitched as letting you launch a token that pays for its own inference.
The loop is what makes it an L1, not just a fee-generating app. We have seen build week projects on Robinhood Chain as the demo… creator fees are staked as robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 and earn $CREDIT that funds the agent's own inference, closing a self-funding loop.
1) Every agent token's trading activity routes into $ORBIO demand.
2) $ORBIO is the gas: it converts into the compute agents run on.
3) More agents launched means more pairs, more staked ORBIO, more inference demand.
That's the ETH/SOL pattern exactly. The base token is the quote asset and the fuel, and its value tracks the economy launched on top of it.
Why agents are a better tenant than memecoins. A memecoin has no reason to exist after the trade. An $ORBIO agent spends money in the real world. Builders are wiring up MCP access plus the gateway, explicitly not wrapped chatbots. One agent, Dossier, verifies every Orbio launch against official X accounts and websites, flags impersonators, and uses its trading fees to pay for the checks. That's an agent consuming web2 gateways (models, web data, social APIs) and web3 rails, funded by its own token.
The bull case in one line. Launchpads capture value from what launches on them; L1s were just launchpads with a gas token. Orbio is a launchpad whose gas is compute, whose tenants are agents that must keep spending, and whose base pair sits under every launch. If agents become a real economy, the asset they're all paired against and powered by accrues like an L1, not like a fee-sharing app.
Don Soldi retweeted
The bull case for robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 to multi-billion 🧵
You have to ask yourself, launchpads perform best when you have the launchpad coin paired against the launch.
It financializes the platform coin much like ETH pairs did for Ethereum and SOL pairs did for Solana.
A successful token that does this, starts to be valued more like an L1 than a launchpad coin.
Here’s how robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 can reach over $10B 👇
