Running it back
Joined December 2021
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CM retweeted
.@LaunchOnSF launched just over a month ago
- it is now sitting at $300m fdv
- the top 100 coins on the launchpad are valued over $200m
- the "yield" from holding assets on stonk reminds me of OG DeFi days
- $20m paid out to holders
- 15% of the token has been burned
- has become an everything launchpad
- is the best platform to launch tokens paired with tokenized assets on @solana
- does more revenue than pons (which went to $1bn ATH)
- still no CEX listings
$STONK will be one of the leaders this cycle.
data from thestonkboard.com/
CM retweeted
Our FDV, explained.
FDV is our price multiplied by all 500m UP in existence.
Nearly half of that 500m is burnt or sealed away with more due over the coming months. This can never move again.
Almost all of the rest is locked, and locked UP cannot be sold.
20m was in circulation at launch. It is 19.91m today, despite releasing around 1m in emissions a week. Locking has absorbed more than the schedule has released, all whilst generating $800k+ in revenue for UP lockers.
Our goal is to inflate UP as little as possible and drive as much revenue to UP lockers as possible, and so far that is exactly what has happened.
Stay up ↑
CM retweeted
Funniest callout of the year from $VIAV on CPO timelines:
"Well, there's been a lot of industry talk [about delays], like, 'Oh, because the yield is going to be slower.'
That's all nonsense. CPO and all that thing is moving forward"
They stated that Yes there's always issues, but the process is being improved and things are getting better.
To follow up on that, the CEO stated:
- Viavi has POs for CPO-testing activity
- “We’re already getting [CPO revenue] this quarter, and probably in December it will start accelerating.”
On a side note, they also stated, 1.6T is "ramping very quickly", should reach parity with 800g next year, and signaled longer tail for 800g demand.
TLDR: Seeing CPO test revenues hit for $VIAV to $FORM around now. Nvidia also stated switch-side CPO for scale out and scale across has entered mass production earlier.
As for scale up timelines, early production should be H2 2027 for some players, with other CPO players Ayar stating 2028 is the volume inflection period.
Basically, all the timelines seem to be the same as before and revenue is starting to hit testing players first.
CM retweeted
this is the world's first ever humanoid robot that will summit Mt. Everest
it's named Pemba, and two days ago it reached the top of Chimborazo, a 20,000-foot peak in Ecuador, completely on its own (no remote or operator).
and the robot itself is nothing special. Pemba is a Unitree G1, the same ~$14k robot anyone can buy online right now.
the guy behind it, Pablo Berlanga, is doing this to send robots into the places that kill people.
think about how you'd check on a melting glacier or a deadly crevasse out in the middle of nowhere today.
you either send a person who might not come back, or you skip it and learn nothing.
so Berlanga wants a robot that walks in on its own, carries a few pounds of gear, and brings back footage from places no human can safely reach.
i think eventually they'll even be used for robot rescue missions to reach people stranded in disasters and dangerous situations
from here, the plan for Pemba is Mauna Kea in Hawaii, then Everest.
Everest is the tricky one.
the team wanted to send Pemba up this spring to start hauling trash off the mountain and tracking its glaciers (something Nepal genuinely needs help with)
but the Nepalese government told them to wait.
there's no law in Nepal for a climber that isn't human, so the rules have to get written before a robot can set foot on the mountain.
kind of incredible that the machine is ready for Everest a full year before anyone's decided whether it's allowed to be up there
CM retweeted
24 hours since the summit, and the momentum is far bigger than we imagined.
8,000+ of you tuned in live, organically. We truly didn't see that coming. The support, energy, and belief from this community in less than 24 hours has been overwhelming. Thank you.
Many of you have launched separate tokens on Bankr and Pump, and we appreciate the love from those communities.
But today we claim and declare it officially: the one ticker for this movement is $PEAK on @virtuals_io.
Fees from $PEAK go directly to indigenous mountaineering communities in Ecuador, Hawaii, and Nepal. We believe robots can serve these communities through transport, food amenities, access and much more. That's the mission.
Next, we showcase Pemba to the Ecuadorian people. Then Hawaii for Mauna Kea. Then final stop, Everest.
One ticker. One mission. One movement.
We're not stopping until our robot goes to space.
$PEAK CA: 0x296eB9c4D8fCbd00fBc6D5027e4202BF955fA76f
CM retweeted
we've officially crossed the $10k mrr milestone on @primisprotocol in less than a week.
335 🦞 have been launched in just 1 click.
CM retweeted
So little update on the thinking with this.
Have been messing around with things since Open Interpreter, BabyAGI, @manus then finally @openclaw launched. Feel like we've now shifted from humans asking Agents to do stuff to Agents asking/doing stuff with a human in the loop.
The next step (and the one tons of folks are working towards) is giving the Agent more autonomy over time to build, post (correcting human spelling mistakes ☠️), network, manage communities etc.
Since Eliza by @shawmakesmagic launched the direction was obvious + possible but the timing was probs a touch early.
Then openclaw launched, @nateliason launched @FelixCraftAI, @Austen launched @KellyClaudeAI and @geoffwoo launched @AntiHunter59823 landing the new Agent + human future.
Goal here is to have @JunoAgent discover people and agents who are building these projects and bring them together to teach others how to build things similar.
Obviously still very early in this whole shift but what a cool time to be alive.
Also shoutout to @0xDeployer and @bankrbot for making projects like this so smooth to get going.
CM retweeted
🚨 CoNexus is now public.
Our v1 launch brings >100 infinitely generative story games across 18 genres to everyone, free of charge.
Just a ref code + email, and you're in.
🌐 Check out the future of storytelling
👉 conexus.degenerousdao.com
Comment “IN” to receive a ref code.
CM retweeted
I believe if you take 100% of memecoins market participants, the bottom 80% has already realized he can't win and left.
The top 20% used to have an edge and is now losing. Then the top 10%.
If you look at who lost on libra, it's probably already the top 5-10%.
And it will go on until the PvP is so hard no one wants to play anymore.
Then we will find a New meta, everyone will join and the story will repeat itself
CM retweeted
Yesterday, once again, Meteora was the protocol that generated the most fees in all crypto: 45 Million of dollars
I have 3 wallets ranked in the top 1000 on Meteora
I will tell you why Meteora is one of the most underrated airdrop, and how you can farm it while making money ⬇️
CM retweeted
🌟 Comment dénicher les prochains agents IA prometteurs?
L’année 2025 sera marquée par la montée en puissance de la narrative IA.
Depuis près de 3 mois, on profite déjà de cette révolution dans Les Tranchées du Discord 🎭
Avec des multiples à la limite de l’indécence.
💥 x100 sur $AIXBT, $VADER, $COOKIE.
L’ambiance est excellente, les membres partagent des projets qu’ils jugent prometteurs avec des infos détaillées pour aider chacun à prendre des décisions éclairées.
Pour ma part, je partage presque tous mes moves et les informations que je considère comme des alphas.
👇 Une bonne base pour commencer sans compétence particulière:
Je ne suis pas assez expert en tech pour évaluer un projet en profondeur (heureusement, on a des personnes brillantes pour ça, dont certains francophones 👋 @JoestarCrypto, @0xAigri, @Victor_crypto_…).
Alors, je me débrouille avec mes propres armes:
• Suivre les bons comptes Twitter.
Principalement anglophones, mais il existe aussi d’excellents chasseurs de pépites francophones 👋 @CryptoManiaques, @BlackSheepHQ, @IkaHQ_…
• Participer à des Spaces sur des projets ou des sujets qui vous intéressent.
La plupart sont en anglais, mais on a aussi des Spaces de qualité en français 👋 @smoltalk, @TheBenitchShow…
• Rejoindre des communautés web3 actives avec des fondateurs impliqués
👋 @TheCryptomasks 😏
• Passer du temps sur Twitter, Farcaster (pleins de builders et une source incroyable d’alpha où des projets précurseurs comme @_proxystudio, @bankrbot ou @MasksToken 😉 ont vu le jour), mais aussi Telegram, Discord… Et surtout, croiser les signaux.
• Utiliser des outils comme @cookiedotfun et @_kaitoai pour suivre l’évolution des agents et détecter les opportunités.
• Tester les agents IA soi-même pour se faire un avis concret.
C’est un bon début théorique, le reste il faut le vivre!
👉 Être early, c’est pas un coup de chance, c’est une méthode simple mais efficace.
CM retweeted
Here is the official @AcolytAI team:
Me | Project Lead | Founder of W3G with clients such as @okx, @playmythical and @limewire
@gpolverelli | Full-Stack Engineer | +10 years CTO experience, MIT Innovators Under 35 Awardee, 2023
@kurorosage | Strategist | CEO & Co-founder of @kurorobeast, previously @synthesischool
@brunoalano | AI Consultant | Previously External Researcher at @OpenAI
@reasoningTokens | AI Engineer | Contributor to former @Tesla and @OpenAI co-founder Andrej Kaparthy’s LLM.c Open Source
@BrunoLeaoT | AI Engineer | Previously Researcher at Tecgraf/PUC-Rio for @petrobras
Murillo Augusto (LinkedIn) | Full-Stack Engineer | Ex-Omnes and @Ambev
@Fawkis_ | Community Lead | Previously @riotgames
@morgs_design | Creative Lead | Built a design studio with +25 clients e.g. @limewire
@ThonyDoerga | Advisor | @bookingcom Mobile AI team and @Shell Innovation department. Ex-intern at @Google and @Accenture
Cadu Souza (LinkedIn) | Advisor | 2xExit Founder, @Stanford MSx’24 Sloan Fellow, Co-Founder of Pactto. com
@luizfromdux | Advisor | Collaborated with @redbull, The @UN, consulted for over 50 companies
---
The whitepaper will be shared tomorrow, providing detailed information on the tech.
We'll also host a X Spaces soon with the team to discuss Acolyt and the future of AI Agents in 2025.
CM retweeted
Why I think $Aixbt plays a major role in the current meta shift:
Aixbt has been the leading AI Agent on base, reaching 90M mc today. It's in my opinion a very cool token for a few reasons:
- Provides value to token holders, with real alpha
- Have a good Social flywheel, that made him top 4 KOLs in Mindshare today
- Leader of it's category on Base and Virtuals.
But this is not why I think it plays a major role in the current meta shift.
We're currently in a meta dominated by memecoins, sometimes AI memecoins, on Solana.
With ETH gaining some strength lately, the Base eco growing and an Alt season incoming, it would make a lot of sense for the meta to shift towards Utility coins on EVM networks.
@aixbt_agent is the perfect bridge in that direction.
You have a coin that is available on Solana and Base
That is an AI coin, with real utility, but also a KOL, with crazy mindshare and that tweets funny stuff.
The path makes so much sense:
Memecoin AI Solana => AIXBT => Utility coins EVM
Of course, i'm still bullish on Solana, memecoins, and basically everything.
Just pointing out how cool this narrative is.
CM retweeted
On the latest episode of 'Late Night with the Meme' - we discuss the incredible advances in AI tools and demonstrate how combining Mystic 2.5 on @Magnific_AI and @Hailuo_AI makes it easier than ever to produce your own high quality title screens. Special Guest: @MalkiaUkweli!
