Always wear your winter jacket and sunglasses, putting 80% of my portfolio in safe assets and 20% in high risk assets. NFA, DYOR.
Joined June 2025
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Here is a breakdown of my portfolio, many thanks for @TheLongInvest @mikealfred @alc2022 - They don't always agree with each other but I'm doing my own research before investing. NFA.
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The Cautious Investor retweeted
Babylon Quarterly Founders Call is back!
Join @dntse and @baby_fisherman for the latest on Trustless Bitcoin Vaults (TBV), progress toward mainnet, and what’s next.
🗓️ Monday, Nov 16, 2026
⏰ 7:00 AM PST | 3:00 PM UTC | 11:00 PM HKT
📺 X and Youtube livestream
Questions? Drop them below 👇
The Cautious Investor retweeted
$BABY
Aave just voted to accept native bitcoin as collateral.
The vote passed with 100% in favor.
On Aave V4 you lock real BTC in a Babylon vault, then you borrow USDC or USDT against it.
No wrapped token, no bridge, no custodian.
Aave shares the revenue with Babylon, part of it buys back AAVE and BABY.
One last vote is left before it goes live on Ethereum mainnet.
Bitcoin as collateral is the real institutional use case in my view.
Full transparency: Babylon presents my Double Down podcast, I hold BABY.
The Cautious Investor retweeted
Aave DAO voted unanimously on November 9 to enable native Bitcoin as collateral on Aave V4 through Babylon’s Trustless Bitcoin Vaults, according to Babylon.
Bitcoin holders will be able to lock BTC in self-custodial vaults and borrow USDT, USDC, and other supported assets without wrapping or bridging. The integration sets a 78% collateral factor with a 0% risk premium. Liquidity will come mainly from Aave’s Core Hub, which starts with $21 million in credit lines.
Aave DAO will share revenue from the integration with Babylon above the first $500,000 in each 12-month period and fund AAVE and BABY buybacks. A final Aave Improvement Proposal is still required to activate the integration on Ethereum mainnet.
The Cautious Investor retweeted
Aave DAO has passed Babylon’s ARFC proposal with 100% approval to let users collateralize native Bitcoin on Aave V4 without wrapping, bridging, or third-party custody.
BTC would be locked in a Taproot vault, with an initial 78% loan-to-value ratio. The proposal now moves to a final AIP vote, with mainnet targeted for late 2026.
Read the full article:
coincamps.ai/article/t35262
The Cautious Investor retweeted
Today, Amprius released our Q3 2026 financial results and highlighted recent business developments, delivering another record quarter.
Recent updates and Q3 highlights:
🔋Achieved record revenue of $39.1M, up 15% sequentially and 83% YoY
🔋Gross profit of $10.5M, up $7.2M and 217% YoY
🔋GAAP gross margin of 27%, improving from 15% in Q3 2025
🔋Secured a $75M competitive award to support U.S. production of up to 12 million NDAA-compliant cells annually in 2028, with $22.3M obligated
🔋Introduced SiCore® 500, a second-generation silicon anode cell delivering 500 Wh/kg on conventional lithium-ion manufacturing equipment, enabling a scalable path to large-scale commercial production to support aviation customers
🔋Expanded our relationship with Quantum Systems, a leading German developer of autonomous unmanned systems, with increased deployment of Amprius cells across its Vector and Twister ISR platforms
As demand for high-performance batteries grows across drone, aviation, defense, and advanced mobility markets, we look forward to entering the fourth quarter with increased manufacturing scale, deepened customer relationships, and overall strong momentum.
See more highlights from our Q3 financial results below!
businesswire.com/news/home/2…
$AMPX
The Cautious Investor retweeted
.@aave DAO voted 100% in favor to bring native Bitcoin (BTC) collateral to Aave V4 for the first time through Babylon TBV.
What does this mean? TL;DR ↓
The Cautious Investor retweeted
More options for $BTC holders without having to sell their Bitcoin. This is the kind of progress I want to see in BTCFi. Babylon is getting closer!
The Cautious Investor retweeted
Remember this price when you had a chance to grab babylon:native
Bookmark it 🟠🟠🟠
The Cautious Investor retweeted
🟧
@Babylonlabs_io’s proposal to enable native BTC as collateral on @aave V4 just passed the ARFC vote.
A significant milestone for the BTCFi ecosystem.
At Cradle, we’re building native BTC options powered by TBV.
More native BTC financial products are taking shape.
The Cautious Investor retweeted
Congrats to the @babylonlabs_io team and @baby_fisherman this is a huge milestone.
After this vote native $BTC will be used as collateral to borrow on @aave for the first time.
Everyone wants to put native Bitcoin to work, but no one wants wrapping, bridging or middlemen touching their BTC.
Babylon’s TBV technology will become the gold standard for users and institutions wanting to earn yield on their terms.
The Cautious Investor retweeted
bitcoin:native's listing for productivity approved!
Through Babylon Trustless Bitcoin Vaults (TBV) protocol, ANY BTC holders can now directly access @aave , one of the largest and best credit markets, without any wrapping, bridging, tri-party escrow, nor transfer of custody or title of any sort. Trustless and self-custodial, just like Bitcoin staking.
Simply pick up your existing hardware/software/MPC wallet or custodian, lock BTC self-custodially, then you can:
- borrow stablecoins directly from @aave V4 at competitive variable rates
- borrow stablecoins at fixed rates using @aegis_im
- sell covered calls using @Cradle_DEX
- delegate your borrowing power to your favourite risk and yield manager for native BTC yield. No need to send your BTC to them unless you want to.
- access new premium credit products we are cooking such as liquidation-free borrowing.
Being on-chain, non-custodial, and composable, TBV also unlocks new businesses and products for exchanges, neo banks, asset managers, and OTC desks.
Interested? Let’s talk!
The Cautious Investor retweeted
$DCTH
'The holy grail setup
When you know, you know.'
+80% YTD now
Biotech, I see you moving against the market....
The Cautious Investor retweeted
📅 @SolunaHoldings Sets Q3 2026 Results and Conference Call for Monday, November 16 📅
⚡ Monday, November 16, 2026: $SLNH will release its third quarter financial results
⚡ 5:00 p.m. Eastern Time: conference call and webcast, with a phone dial-in option for live Q&A
Soluna’s Q3 2026 earnings call is on Monday, November 16 at 5:00 PM ET.
Register for the webcast or dial in for live Q&A: solunacomputing.com/news/q3-…
$SLNH
The Cautious Investor retweeted
babylon:native is one of the few tokens whose not trying to compete with #Bitcoin but actually help to build and develop the network itself..Satoshi would be proud 🟠🟠🟠 ₿TCfi
The Cautious Investor retweeted
@babylonlabs_io's TBV proposal reaching the Aave DAO Snapshot vote is a milestone for BTCFi.
It's more than adding another collateral option. It's about opening a path for native Btc to participate in DeFi lending through established protocols.
Looking forward to the next steps