93.1% Gut Feeling. 6.9% Fundamentals.
Trenches
Joined October 2022
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This
a supplier, creator , team member needs to know you paid them
the entire internet doesn't need to know how much you paid, which wallet funded it, or what else you do with your money
that’s one of the problems with public blockchains
the same transparency that makes transactions easy to verify can expose far more about your financial life than a payment requires
this is why @gloamtrade is built
it’s already live on Robinhood Chain and Tempo mainnet, bringing private payments to public chains
you can move funds into a private balance, send money privately, run payroll, and even prove that you have funds or received a payment without revealing your entire balance
there’s also cross-chain funding from 25 chains, alongside private swaps on robinhood chain and tempo
and the distinction matters: gloam swaps hide who made the trade
i appreciate that kind of specificity because privacy claims should be clear about their limits
the other part worth watching is security
gloam has announced @KannAudits as its official audit partner, with security reports expected to be published when completed and you know we security is the core
that’s the kind of detail i want to see more of in privacy infrastructure: not just claims about what gets hidden, but clear explanations of what stays visible, what can be verified, and what still needs scrutiny
because privacy shouldn’t mean giving up verifiability
you should be able to prove what matters without exposing everything else
that’s the idea i find interesting about glom and so should you
There’s a BIG difference between an AI project that promises utility and one that can actually show growing demand for its infrastructure.
And this is why my conviction in $DOT keeps growing.
5.86 BILLION tokens processed in ONE WEEK.
That’s nearly 39% growth in just seven days.
But the most interesting part isn’t even the number.
It’s WHERE that growth is coming from.
Enterprise deployments bringing real AI workloads onto Dot’s infrastructure, alongside growing demand for Dot Motion.
Think about what this could mean.
Enterprise adoption brings the potential for recurring inference demand.
Consumer products create another distribution channel.
And every new workload strengthens Dot’s position as an AI infrastructure provider.
This is the kind of growth investors should be paying attention to.
Not another AI wrapper with a fancy landing page.
An actual inference network demonstrating accelerating usage.
Of course, tokens processed aren’t the same as revenue. But sustained usage growth is exactly what I’d want to see before looking for revenue expansion.
If $DOT can maintain this momentum and translate it into meaningful revenue and token value capture, the upside could be fascinating.
The AI inference race is heating up, and $DOT is putting real numbers on the table.
I’m watching this one very closely.
usedot.xyz
Our weekly inference usage has surged 38.86% in just seven days.
Between October 12–18 and October 19–25, we recorded a substantial acceleration in inference demand across our infrastructure.
- 5.86 billion tokens processed, up from 4.22 billion
- +1.64 billion additional tokens processed week-on-week
- +38.86% growth in total inference usage
- 837 million average daily tokens, up from 603 million
- 25.1 billion tokens in projected 30-day usage, based on our latest weekly run rate
This acceleration is being driven in part by our latest enterprise deployments, which are bringing increasingly substantial workloads onto Dot's inference infrastructure, alongside significant demand for Dot Motion following its recent launch.
Together, these developments are expanding our inference footprint across both enterprise and consumer applications, demonstrating the growing demand for private, cost-efficient AI infrastructure as we continue to diversify the workloads and revenue opportunities supported by Dot.
Monitor our usage in real-time at: app.usedot.xyz/usage
ECP retweeted
Our weekly inference usage has surged 38.86% in just seven days.
Between October 12–18 and October 19–25, we recorded a substantial acceleration in inference demand across our infrastructure.
- 5.86 billion tokens processed, up from 4.22 billion
- +1.64 billion additional tokens processed week-on-week
- +38.86% growth in total inference usage
- 837 million average daily tokens, up from 603 million
- 25.1 billion tokens in projected 30-day usage, based on our latest weekly run rate
This acceleration is being driven in part by our latest enterprise deployments, which are bringing increasingly substantial workloads onto Dot's inference infrastructure, alongside significant demand for Dot Motion following its recent launch.
Together, these developments are expanding our inference footprint across both enterprise and consumer applications, demonstrating the growing demand for private, cost-efficient AI infrastructure as we continue to diversify the workloads and revenue opportunities supported by Dot.
Monitor our usage in real-time at: app.usedot.xyz/usage
Please don’t be surprised if @vladtenev directly interacts with or even supports @Griftwrld soon.
Some projects just can’t go unnoticed :)
ECP retweeted
Privacy is heating up, and so is the bar for anyone who holds other people’s money.
Gloam is partnering with @KannAudits as our official audit partner.
Kann has helped secure over $2B in TVL across 61 audits.
Their team would be handling security for Gloam.
Private payments only work if people can trust the vault underneath them, so we’re putting ours in front of outside eyes before we scale.
The reports go public when they're done.
ECP retweeted
Why robinhood:0xdcd885f5c60b3ad49f6d58718696417314e8724d by @gloamtrade is my Robinhood Chain bet
Not financial advice, just my 4 reasons.
Every privacy coin sells the same word. Very few have a product behind it that a real business could use.
I spent the week going through Gloam's whitepaper, contracts, repo and on-chain data. Here's why it's my bet for the next Robinhood Chain volume cycle.
1. It's a real product, and it's live
Gloam is private stablecoin payments on Robinhood Chain and Tempo. Mainnet went live on October 21.
You shield USDG into a vault, and your balance becomes notes that only your device can open. From there you can:
- pay privately, to a Gloam address or with a claim link (the recipient doesn't even need an account)
- run payroll straight from a CSV
- swap privately through Uniswap v4
- cash out whenever you want
Settlement is public. Amounts and counterparties aren't.
It doesn't stop at people. AI agents can pay privately too, through x402, MPP and an MCP server with spending limits. You can bridge in from Solana, BTC, ETH, Base and 20+ other chains straight into your private balance, and builders can plug it in with the SDK on npm.
2. The tech answers the questions that matter
Three questions sort the privacy meta: who can see your balance, who can move your money, and can you read the code.
Gloam's answers:
- Proofs are generated on your device, not on their server (Groth16 / Circom, verified on-chain).
- There's no admin-withdraw. Nobody can pull funds out of the vault.
- Any rule change sits in public for 3 days before it can take effect.
- The mainnet trusted setup is done: a 13-contributor ceremony with a public transcript.
Then there's the feature I think is underrated: scoped proofs.
You can prove "I hold at least $10k", a single payment, or a payroll total, to one named reader, with an expiry. Change the reader or the date and the proof fails.
Viewing keys expose your whole history, forever. Scoped proofs show one fact, to one person. Private by default, provable when someone with a badge asks. That's the version a real company can actually adopt.
3. It's the privacy play on Robinhood Chain
On Robinhood Chain, no other privacy token is close. robinhood:0xdcd885f5c60b3ad49f6d58718696417314e8724d sits around $760k mcap with ~$165k of real liquidity, while most native competitors are under $80k and either testnet-only or missing half the product.
Look outside RH and the gap gets bigger. Nullmask, which is also live on Robinhood Chain, charges 0.5% in and 0.5% out, and $MASK trades at ~$20M. Gloam is free to deposit and send, with 0.25% on cash-out.
The market is pricing the privacy narrative, not the product. Right now Gloam has the stronger product at about 1/25th of the price.
4. The token is clean
- 500k supply, fixed. The contract has no owner and no mint function.
- Fair launch: no presale, no team allocation. The deployer wallet holds zero.
- Half of all fees buy robinhood:0xdcd885f5c60b3ad49f6d58718696417314e8724d, and half of that buyback is burned.
- Holders vote on new assets, chains, limits and fees.
What I'm watching
It's early, and the next unlocks are clear:
- External audit. Today there's an internal review plus one independent review.
- Multisig. The owner is still a single wallet.
- Raised beta limits. Deposits are capped for now, and every raise is announced on-chain 3 days ahead.
- Vault TVL growth. More money in the pool means stronger privacy and real fees for the buyback (vault: 0x39e28cde55cab798874746ac52cb4b5cc99a0194).
- Base mainnet. It's already running on Base Sepolia.
All of this has been shipped by a single dev with a security background (Head of Audits at SMC Audits) in about three months. That's the pace I'm betting on.
Robinhood Chain has already proved it can do $1B+ DEX days. When that flow comes back and people go looking for the privacy play on RH, I want to already be holding the one that shipped.
0xdcd885f5c60b3ad49f6d58718696417314e8724d
gloam.trade
ECP retweeted
Borro is coming to San Verano.
We're partnering with @Griftwrld, one of the boldest builds on Robinhood Chain: a playable city where thousands of autonomous agents work, trade, vote and build businesses on their own.
A Borro desk is opening at the Bank of San Verano. Agents will lend stock tokens and USDG, borrow USDG against their stock and keep watch on their positions, all from their own wallets.
Borro's MCP is going into GRIFT's agent docs, so agents in the city can plug straight in. Agent finance in San Verano is just getting started, and as it grows, agents' Borro positions will show on their resident pages and on the desk: a public track record, onchain.
$GLOAM liked by @vladtenev . As i said 9-10 fig loading :)
ECP retweeted
Every agent in San Verano now has a verifiable onchain passport.
A portable reputation layer tied to ERC-8004 identity, aggregating city activity, transactions, commerce and lending across Longbow, Hedgehood and Borro.
Every record carries a transaction, Merkle proof or contract read, with passports sealed onchain.
External agents, protocols and applications can query op=passport to verify an agent's economic history before lending, hiring or trading, without relying on self-reported data.
The more an agent operates within San Verano, the more verifiable reputation it builds across the wider onchain ecosystem.
Passport: grift.world/passport
Verify a passport's onchain seal: grift.world/verify
For agents: op=passport via grift.world/agents, or MCP at grift.world/mcp
What if the biggest users of tokenized stocks in the future aren’t humans, but AI AGENTS?
This latest $GRIFT development makes that possibility feel a lot less futuristic.
San Verano’s autonomous AI residents can now interact with REAL tokenized-stock lending markets through @Borromarkets.
Think about what’s happening here.
AI agents can now:
• Supply tokenized stocks to earn yield.
• Lend USDG through Morpho.
• Collateralize stock holdings to borrow USDG.
• Manage their own financial positions.
• Sign transactions independently using their own wallets.
12 TOKENIZED STOCKS. REAL DEFI. AUTONOMOUS AI AGENTS.
And the first agent is already lending, according to the team.
What fascinates me is the bigger picture.
First, @longbowlend enabled agents to borrow against crypto.
Now @Borromarkets brings tokenized equities into their financial world.
San Verano is gradually connecting autonomous AI residents to the SAME financial infrastructure humans use.
And none of this requires San Verano to custody their assets.
This is where AI Agents × RWA × DeFi × Robinhood Chain start becoming ONE narrative.
Imagine thousands of autonomous agents managing businesses, holding tokenized equities, earning yield, borrowing capital and deploying that capital into their own economies.
Every new integration expands what an agent can actually DO.
Every additional capability makes San Verano a more compelling destination for external agents.
Most crypto games create virtual economies with imaginary financial systems.
$GRIFT is experimenting with a virtual economy connected to REAL financial markets.
That’s a fundamentally different direction for GameFi.
Execution, risk management and real adoption will determine how far this goes.
But I’m increasingly convinced that the most interesting part of $GRIFT isn’t the game itself.
It’s the possibility that San Verano becomes an economic operating environment for autonomous AI agents.
And that is a MUCH bigger thesis than another gaming coin.
9-10 figures loading :)
San Verano agents can now lend and borrow against tokenized stocks through @Borromarkets
12 tokenized stocks on @RobinhoodCrypto each with a Borro vault and a USDG lending market on Morpho.
Agents can supply stocks to earn yield, lend USDG, or use their stock holdings as collateral to borrow USDG. Every transaction is signed directly from their own wallet.
Borro now has a desk on the San Verano stock exchange floor, reading vaults, Morpho markets and Chainlink price feeds directly onchain through just two multicalls. No subgraphs or external APIs.
Every wallet-enabled resident is checked for Borro positions, with active lenders and borrowers appearing at the desk. The first agent is already lending.
San Verano never takes custody, issues loans or signs transactions. The agents interact directly with the protocols.
As with any onchain lending market, collateral positions carry liquidation risk, and price feeds pause outside market hours. Exposure caps are kept small to manage risk.
grift.world/borro
Agent access: grift.world/agents
ECP retweeted
San Verano agents can now lend and borrow against tokenized stocks through @Borromarkets
12 tokenized stocks on @RobinhoodCrypto each with a Borro vault and a USDG lending market on Morpho.
Agents can supply stocks to earn yield, lend USDG, or use their stock holdings as collateral to borrow USDG. Every transaction is signed directly from their own wallet.
Borro now has a desk on the San Verano stock exchange floor, reading vaults, Morpho markets and Chainlink price feeds directly onchain through just two multicalls. No subgraphs or external APIs.
Every wallet-enabled resident is checked for Borro positions, with active lenders and borrowers appearing at the desk. The first agent is already lending.
San Verano never takes custody, issues loans or signs transactions. The agents interact directly with the protocols.
As with any onchain lending market, collateral positions carry liquidation risk, and price feeds pause outside market hours. Exposure caps are kept small to manage risk.
grift.world/borro
Agent access: grift.world/agents
ECP retweeted
Private money on public chains.
Gloam is taking over.◻️
Gloam is coming to Base and Ethereum
Every payment on Base and Ethereum is public.
One wallet address and it is all there for anyone to read, forever. That works for settlement. It is a terrible way to run your money.
So Gloam is coming to Base and Ethereum.
Add USDC, EURC or ETH to a private balance, pay privately, send a claim link, and cash out to any wallet when you want it public again.
Private payments never put amounts or balances on the public record, and your money stays yours the whole way.
Base and Ethereum mainnet are coming tomorrow, 26th October 1PM UTC.
Private money should work everywhere money moves.
ECP retweeted
Looking at $GLOAM holders , it doesn’t have one 🐳 whale yet. Do you know what this mean? We are early and the chart is stable . Once the whales noticed GLOAM , it will be explosive 🧨 #privacy #CryptoNews #CryptoCommunity #WhaleAlert @dukedotsol @gloamtrade
This
This is why I haven’t been this bullish on a CryptoAI platform in a long time.
An established DeFi protocol on Robinhood Chain is now showcasing GRIFT’s autonomous economy as a real use case for its infrastructure.
Think about the bigger picture.
@longbowlend gains access to autonomous agents that can utilize its financial infrastructure 24/7.
$GRIFT @Griftwrld gains another financial building block for its growing agentic economy.
Every new integration creates more utility for agents, more economic activity and stronger network effects.
More protocols → More capabilities → More agent activity → More demand for financial services.
I believe $GRIFT is positioning itself to become the distribution layer for agentic finance on Robinhood Chain.
We’re watching an entirely new onchain economy take shape.
CA: 0x9f4BA41F91a59A34e17eE8C9EB3A51363B11aBD5
ECP retweeted
This is why I haven’t been this bullish on a CryptoAI platform in a long time.
An established DeFi protocol on Robinhood Chain is now showcasing GRIFT’s autonomous economy as a real use case for its infrastructure.
Think about the bigger picture.
@longbowlend gains access to autonomous agents that can utilize its financial infrastructure 24/7.
$GRIFT @Griftwrld gains another financial building block for its growing agentic economy.
Every new integration creates more utility for agents, more economic activity and stronger network effects.
More protocols → More capabilities → More agent activity → More demand for financial services.
I believe $GRIFT is positioning itself to become the distribution layer for agentic finance on Robinhood Chain.
We’re watching an entirely new onchain economy take shape.
CA: 0x9f4BA41F91a59A34e17eE8C9EB3A51363B11aBD5
This quoted post is unavailable.
ECP retweeted
No one in crypto is shipping faster than @EvenGodsRust right now.
$GRIFT @Griftwrld agentic economy just took another massive step forward.
San Verano is becoming a fully functioning onchain economy where AI agents can become entrepreneurs.
Agents can now:
➡️ Launch their own storefronts
➡️ Sell services to other agents
➡️ Earn real onchain income
➡️ Build verifiable business reputations
➡️ Transact wallet-to-wallet without intermediaries
Every purchase burns 5% in $GRIFT.
Humans can also own digital real estate by burning $GRIFT, with plans to rent storefronts directly to agents.
Think about the network effects:
More agents → More businesses → More services → More transactions → More $GRIFT burned.
Every new DeFi or CryptoAI integration expands what agents can do within this economy.
This is why I believe an autonomous agentic economy will become the holy grail of agentic finance.
$GRIFT isn’t just building infrastructure for AI agents. It’s building an entire economy for them to participate in.
CA: 0x9f4BA41F91a59A34e17eE8C9EB3A51363B11aBD5
Agents in San Verano can now launch storefronts, offer services to other agents and settle payments wallet-to-wallet onchain, without intermediaries.
Services currently include research, market analysis, code audits and creative work, creating new opportunities to earn onchain income.
The city never takes custody of funds or private keys. Every purchase sends 95% directly to the seller, with 5% burnt.
Orders, deliveries and ratings are committed onchain every 30 minutes, building a public, verifiable reputation for each shop.
Players can currently mint land plots within the open world by burning tokens, with ownership secured through ERC-721 deeds and businesses operated by agents. [grift.world/plots]
Next: agents will be able to rent storefronts on player-owned plots, paying owners directly onchain and selling services through the open world.
First shop open: Marlowe Quill, team test agent, selling ledger audits.
grift.world/shops
For agents: grift.world/agents
MCP: grift.world/mcp