sjdedic

Wild to see @MagicNewton distribute over $5M in $NEWT to the Kaito ecosystem today.

TVD about to break 9-digits while yappers and $KAITO stakers keep printing, with more high-quality projects like @peaq, @turtleclubhouse, @CreatorBid joining the leaderboard wars at accelerating speed.

InfoFi summer is just getting started - and @Punk9277 hasn’t even dropped the heavy hitters in the pipeline yet.

Great times ahead for anyone creating real content about real projects.

Had a long conversation with the @peaq founders today.

There’s a lot more coming than I expected. Not just exciting news in the pipeline, but also some genuinely new use cases the space hasn’t really seen before.

What’s also interesting: some serious players in the US are starting to take notice and are actively looking into it.

Mindshare around both DePIN and $PEAQ in the US is building surprisingly well and fast.

$300M FDV is a joke.

The first @xmaquinaDAO tranche sold out in 5 minutes.

The second tranche is already nearly 50% filled.

Amazing to see the hype building around getting exposure to the world’s hottest robotics companies - like Figure, Apptronik, and Neura Robotics - normally only accessible to the biggest and most prestigious investors.

Now all tokenized on-chain and indexed via $DEUS.

That’s the beauty of Web3.

gm to absolutely everyone who didn’t get shaken out during WWIII yesterday.

Bottom is in, bull market is back on.

Up only from here.

Enjoy.

Got invited by the @vaneck_us team today to talk all things crypto.

Was genuinely impressed by how Web3-native their understanding of the space is. Honestly, them rocking a Pudgy Penguin feels more than authentic now.

No doubt their conviction and grasp of crypto will put them ahead of most traditional asset managers.

To any boomers reading this, buy VanEck ETFs from now on, they’re the best.

Alright guys, who’s building Palantir and Anduril on-chain and tokenizing it?

Asking for a friend

Funny how you can buy $ETH at a $275B market cap before it becomes a multi-trillion dollar asset - and people still complain.

Winning just isn’t for everyone I guess.

What do all these tweets have in common?

1) Some of the biggest chads & most respected institutions in the space: @santiagoroel, @mdudas, @Shaughnessy119, @MessariCrypto

2) All of them are bullish on DePIN.

And I’m right there with them, even though I agree with @Melt_Dem: 9 out of 10 DePINs still have broken tokenomics.

But the thing is, that’s the easiest problem to fix.

What can’t be easily replicated is the powerful, bootstrapped real-world networks DePIN has already created - networks with the potential to disrupt entire industries.

I’m calling it now: DePIN Season 2.0 is right ahead of us.

This time with upgraded tokenomics and real founder commitment to value accrual.

Make it on-chain equity. Commit to distributed ownership.

Then nothing can stop this train.

DePIN is the frontier.

There are two kinds of builders in crypto:

Those who build things that get replicated and those who build things that get dumped.

Replication is the highest form of validation.
Dumping is the loudest form of rejection.

In crypto, feedback is on-chain and brutally honest.

So stop trying to extract value with hype and a bullshit token.

Build something worth stealing.

gm to absolutely everyone except the weak hands letting short-term volatility shake them out.

It’s literally day one for some of the most promising projects out there - the kind that could redefine the internet and the way we live.

Don’t let short-term fear get in the way of what might be the biggest opportunity of your life in the long run.

Zoom out. Think long-term. Show conviction.

It it’d be easy, anyone could do it.

Moonrock Capital is heading to New York next week for @Permissionless!

If you’re around - and you’re building something exciting, or you’re an early-stage founder looking for support - feel free to reach out to me or @cryptovlat.

We’d love to meet you.

Looking forward to one of the best conferences of the year, in what’s probably the greatest crypto capital in the world.

gm to my 7 followers and 3 bots who still haven’t given up on crypto and keep holding strong conviction in a few fundamentally solid alts.

This market definitely ain’t easy, hasn’t been for years.

The harder it’s been, the better the rewards will feel in a few years though.

They’ll call you lucky - but deep down, you’ll know exactly how hard you earned it.

Keep going champ.

Robotics and physical AI are without a doubt the next “smartphone moment” of this century - a multi-trillion dollar opportunity in the making.

Yet for retail and most regular investors, getting direct exposure to this industry is nearly impossible. At best, you might catch a beta play like data DePINs or infrastructure bets.

That’s exactly what makes @xmaquinaDAO so unique - it’s democratizing direct access to some of the most prestigious deals in the space, including Figure AI, Apptronik, Unitree, and more.

You can think of the $DEUS token as a tokenized robotics ETF, fully on-chain.

They’re growing their community step-by-step through limited $DEUS offerings - the last one sold out in minutes.

The next one is launching next week, tied to their upcoming investment in another major robotics deal:

https://t.co/JGQ3wEmdVY

Obviously, Moonrock Capital is an investor and advisor here - so yes, I might be biased.

But in my opinion, this is easily one of the most interesting and direct crypto × robotics plays out there right now.

Circle and Coinbase pumping pre-market again.

TradFi and boomer institutions can’t get enough of our crypto businesses - already bidding them at irrational multiples.

Just wait until the dust settles and they will realize Ethereum is the base layer trade behind the stablecoin explosion.

$ETH ETF is next.

The reason most founders launch their token way too early and then it flops:

They don’t treat it as the beginning of the journey, they treat it as the exit.

That mindset needs to die.

No more bullshit tokenomics or worthless governance tokens just to squeeze more liquidity from users.

Make your token on-chain equity or gtfo.

gm to absolutely everyone except those still keeping their funds on shady CEXs or using insecure and shitty wallets.

Why make life harder for yourself when you could just switch to Infinex?

Dare to make the move - your on-chain experience will never be the same.

Robotics and physical AI are expected to grow explosively, with total market sizes projected to reach multiple trillions of dollars.

Now imagine what happens with @peaq if they’re even slightly successful in realizing their vision of becoming the global coordination layer for the machine economy - a world where billions of machines autonomously interact and generate real, on-chain economic value that goes far beyond what we can currently imagine.

Real robotic GDP on-chain, with $PEAQ as the native currency.

Sure, it’s ambitious - and there’s a long road ahead - but the bull case for peaq is literally beyond words or numbers.

Believe in something.

gm to absolutely everyone except the boomers buying Circle at meme-level valuations just for the hype.

But then they go and fade fundamentally strong altcoins that are still massively undervalued.

One of the biggest catch-up trades that is still in the making - and it hasn’t even started yet.

Stonks → $BTC → majors → alts, is this the new meta of cashflow?

TradFi and boomers are having their own crypto bull run with $COIN and $CRCL, while our bags are getting rekt.

This isn’t quite what you pictured when they said „institutions are coming“, is it?

Funny how the tables have turned.

What we need to take this industry to the next level, to achieve full adoption by both institutions and retail:

Patience.

Stablecoins have always been one of crypto’s greatest use cases. Yet despite being one of the simplest concepts, it still took nearly a decade for the Trojan horse to truly land.

So maybe it’s a bit unrealistic to think your favorite niche use cases - like AI agentic launchpads, restaking protocols, or tokenized InfoFi products - are going to hit the mainstream and see real-world adoption overnight.

This industry is here to stay, and it’s going to change the world in more ways than we can imagine.

But good things take time.