David Christopher retweeted
recently we've seen the nft space revving up... -new apps like @nfwdotfun -new defi models like @standard_rsv charters -new ai advances like @surfcoderepeat's IMD -new bustling mints like @jackbutcher's Credits -new opps like @token_works' cheap FWA 'Punks in other words it's a target-rich environment once again. it's easy to adventure and be rewarded in various ways again (and quite often literally with tokens) ofc... new releases make for new expansions new expansions make for new ideas new ideas make for new releases 'round and 'round so as things heat up like we're seeing now, this loop starts wheeling faster, thus new possibilities arrive faster too. don't sleep on this!
Once more into the breach, NFT enjoyooors. While memes have dominated the spotlight in recent years, the NFT space is also heating up again through no shortage of fresh experiments.
Article

New NFT Cathedrals Are Going Up Everywhere

Fungible memes have dominated crypto's conversation for the better part of two years now. But as we’ve seen a million memecoins come and go, NFTs have been somewhat quietly been getting interesting

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David Christopher retweeted
One small step for man One giant leap for agentkind @orbiodotso
Introducing Orbio Agentic Launchpad Launch a token, and it funds its own intelligence. Trading fees turn into tokenized CREDIT the agent spends on models, X, web search, scraping, onchain reads, publishing. First 100 launches start with $10 of inference on us. No keys to top up, no human in the loop.
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David Christopher retweeted
Introducing Orbio Agentic Launchpad Launch a token, and it funds its own intelligence. Trading fees turn into tokenized CREDIT the agent spends on models, X, web search, scraping, onchain reads, publishing. First 100 launches start with $10 of inference on us. No keys to top up, no human in the loop.
Made with AI
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David Christopher retweeted
AI credits are now a yield market. Staked ORBIO is live on @pendle_fi
RWA meets LLM, now on Pendle. Introducing @orbiodotso ORBIO (Oct 2026 maturity) on @RobinhoodCrypto Speculate, trade and/or fix universal AI credits and points earned by staked ORBIO 👇
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Making NFTs gain again — great piece from @wmpeaster
Once more into the breach, NFT enjoyooors. While memes have dominated the spotlight in recent years, the NFT space is also heating up again through no shortage of fresh experiments.
Article

New NFT Cathedrals Are Going Up Everywhere

Fungible memes have dominated crypto's conversation for the better part of two years now. But as we’ve seen a million memecoins come and go, NFTs have been somewhat quietly been getting interesting

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Can someone explain to me why OpenAI or Anthropic haven’t come out with a personal agent? Or one as neatly assembled as Muse?
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David Christopher retweeted
gender pay gap as a feature?
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David Christopher retweeted
Insane elbow violation by zuck here
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I.e. buy ZEC
Prediction markets will just become panopticons as they increasingly add surveillance to attempt to preserve market integrity. They’re already pulling out all the stops and these platforms are such on/offchain highways
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Prediction markets will just become panopticons as they increasingly add surveillance to attempt to preserve market integrity. They’re already pulling out all the stops and these platforms are such on/offchain highways
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Wrote about why this cycle may see BTC underperformance. TLDR: BTC faces headwinds from institutional capture, a culture crisis, and the quantum threat, while the tailwinds have dried up. Last cycle we had ETFs, BSR, a president running on a pro-BTC platform, DATs. What’s left? Contrast that with alts, which have real fundamentals now and real opportunities to grow: more users and access to entirely new markets as regulation opens them up. I wouldn’t be surprised if people increasingly focus on alts and bid them rather than BTC, especially as we make more progress on quantum.
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Thinking and somewhat expect people will gravitate towards protocols which fork BTC this cycle: 21m cap, PoW, etc. There’s an unanswered question about, will there be an AI Bitcoin? (TAO, PRL, NOCK?) The first two are BTC forks, maybe NOCK is too, but overall think their “foundations” will do them good and also that people will be on the hunt for other protocols that take the best of BTC (its foundation) and leave the rest (the “culture”) I may also just be too steeped in thoughts of BTC underperformance this cycle.
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.@UseNosh please add @vvvdotso collections - Drilady, Mifella, Horses, anything...
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Have a growing hunch that ZEC will save BTC by snatching flows this “cycle” - so much so that BTC’ers get worried and are rallied into coordinating to solve quantum resistance Fingers crossed
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David Christopher retweeted
Besides our focus on going crosschain, we're currently building an archive of publications written by us or about our corner of this space New text is live by @briandroitcour for the group show "New Bad Image" curated by @sssluke1 for @verse_works Link below 👇
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David Christopher retweeted
The SEC just opened its first direct legal lane for onchain tokenized U.S. stocks. Its new 5-year Innovation Exemption lets permissioned AMMs trade real, rights-bearing tokenized stocks without the venue registering as an exchange or its LPs as dealers. What it means: > Tokenized stocks can now trade onchain in the U.S. through qualifying Tokenized Securities Venues (TSVs). > These HAVE to be real 1:1 stocks, carrying the same dividends, voting rights, etc. Synthetics and derivatives don’t qualify. > The model is still permissioned. Pools need allowlists/KYC, must follow OFAC rules, operate within volume/ticker caps, and give issuers the chance to veto listings. > Offshore stock-token markets aren’t going anywhere. This creates a compliant onshore alternative rather than eliminating synthetic markets abroad. > The big question is demand. Can a gated, compliant system attract meaningful volume when offshore alternatives are much easier to access? As they said they would, it appears CLARITY's failure has fired up the SEC and CFTC to pursue rulemaking on their own. I don't think this is the last exemption we'll be seeing...
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
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David Christopher retweeted
I respect @goodalexander but we are getting very close to the point where claiming that AI isn’t effective or powerful or efficient is just revealing yourself to be a complete moron
do you ever take a step back and ask like the most absolutely basic question "is there a SINGLE thing in my life that is meaningfully more efficient due to AI, outside of writing code" Airbnb. Shit show. Uber. Shit show. Doordash. Worse than it was. Average employee: cooked. Power: doesn't work. Water: no idea if it's poisoned, govt is corrupt. Airlines: frozen for months at a time due to govt shut downs. Gasoline: mooning bc (checks notes) in a stalemated war w a 3rd world country Even GTA 6 apparently couldn't be accelerated with AI and took years to build. is there a single video game you actually play that's built entirely with AI? it seems like all the demos are just dudes making some shitty vaporware game nobody plays and the posts are like "yo I spent only $1,800 in tokens to make some dogshit that demos well for clout" and they have a $500k marketing subsidy from a lab. "I've been lucky enough to use Astra for 3 months and I finally can talk about it." okay, what the fuck did you ship? yes, you shipped nothing other than more AI analytics dashboards about how many tokens you're burning and all the AI influencers look like Twinks. like, they get the tokens bc they're in some weirdos polycule or burning man camp or whatever kinkfest in an SF sauna that moves the needle that's why this whole "Pace the frontier" thing is so retarded. Pace what exactly. Productivity is at ONE POINT FOUR PERCENT ANNUALIZED. THE STRAIT OF HORMUZ IS CLOSED. where is Anduril? where is the killer robot? if it's so dangerous can't you send it to a fcking war zone and win? oh. turns out it's not dangerous and you're just mentally ill. cool. but Trump says it can't stop. it won't stop. bc the debt and productivity situation is so fcked that AI is the ONLY REASONABLE WAY WE AVOID COMPLETE ECONOMIC COLLAPSE. but once you understand how utterly insane that all is - you see how bullish it is. AI literally doesn't fucking work. Subagents are a meme bc agents break down at 2 orders of abstractions and start vomiting technical debt and overengineered garbage. Everyone is working 2x as much to manage agents, not going for a walk voice prompting. do you have any idea how much money needs to be invested to move productivity from 1.4% to 4%? ALL THE MONEY. So that's the joke. Dario says we need to slow down. And what, see productivity at 0%? So it's either Trumplandia where we invest all the money in an insane hail mary that will probably not work. Or Dario world where we managed the inevitable collapse with an AI powered global government. Pick your poison. Either way the Data Centers won't default.
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Just to be clear to everyone, tomorrow's vote is NOT on whether CLARITY passes or not. It is on whether the Senate will move forward and DEBATE the bill Before editing, debating, and scheduling a vote EVENTUALLY
If CLARITY passes and the Fed holds rates steady, we giga send. If CLARITY doesn't pass and the Fed holds rates steady, we giga send. If CLARITY passes, and the Fed hikes, we pause then giga send. If CLARITY doesn't pass, and the Fed hikes, we puke, base out, and then giga send. Comfy in spot. Much, much higher by end of year.
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