the universe is mental //
Europe
Joined January 2022
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xRobert retweeted
Not owning KNTQ is like not owning HYPE when it TGE’d and everyone was talking about it in 2024
Fomo & Pumpfun app supporting @Enter_Elysium will make it extremely accessible to traders that HyperEVM never had access to.
With @AscendLaunch as a leading launchpad, it's our responsibility to make sure volume is sustainable, hence us giving back a huge portion of our protocol fees to traders, stakers, builders, and coins launched on Ascend.
We want to make onchain great again, and us adopting kinetiq:native as our protocol token will generate a wealth effect for onchain similar to when $SOL had ran from $8 to $290.
Ascend to Elysium.
xRobert retweeted
I've been asked probably hundreds of times what the difference in scale between Elysium and HyperEVM will be like:
Enjoy :]
p.s. ask anyone building on Elysium testnet how it feels and you'll be quite pleased
e/acc
if you're interested in the robotics sector, probably solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump should be near the top of your watchlist.
the more I dig into @codecopenflow, the more I think people are missing what they're actually trying to build.
they're attacking two of the biggest bottlenecks in robotics:
building robots + financing robots.
first, SimArena.
it's a browser-native robotics simulator that lets builders create an environment, drop in a robot, teleoperate it, collect training episodes and export the data directly into LeRobot.
once you need heavier infrastructure, the same work can be exported into MuJoCo, MJLab or NVIDIA Isaac Sim.
basically:
→ simulate
→ collect data
→ train
→ deploy to hardware.
and there's a tight connection between LeRobot and Codec's team.
LeRobot is Hugging Face's open-source robotics stack for datasets, policies and real-world robot training.
one of CodecFlow's co-founders is actually part of the Hugging Face LeRobot team.
this becomes even more interesting considering NVIDIA agreed to acquire Hugging Face for ~$12.9B, while NVIDIA + Hugging Face are already bringing Isaac GR00T, Isaac Teleop and eventually Cosmos into the LeRobot ecosystem.
basically, Codec's team is building directly around an open robotics stack which is becoming increasingly strategic to NVIDIA.
then you have the Munich hackaton.
SimArena is being used as robotics infrastructure across major hackathon challenges, with CodecFlow listed alongside:
- NVIDIA
- Microsoft
- Universal Robots
- NEURA Robotics
- Doosan Robotics
- Teradyne
one of the challenges literally takes a workflow built in CodecFlow's SimArena and runs it on a real Doosan A0509 robotic arm.
really good strategic move by putting your tooling directly in front of robotics builders + the companies building the underlying hardware stack.
and then there's @machinedotfun.
robotics doesn't only have a technical bottleneck, but also a capital bottleneck.
a team can have a working prototype, a trained model. an incredible idea and still has big chances to die as getting from prototype to factory and then production requires serious capital (not talking about manufacturing, expertise and distribution).
@machinedotfun is built in partnership with @peaq, trying to create the funding layer for this particular gap.
their Foundry helps hardware teams with things like:
→ factory/supplier sourcing
→ DFM
→ manufacturing planning
→ Shenzhen/Dongguan access
→ GTM
→ eventually onchain fundraising
I like the close connection between @codecopenflow and @peaq a lot, and the fact that Peaq's CBO joined Codec's team as an advisor on business and strategy is interesting.
solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump is at the moment my biggest holding and i'm extremely bullish on this considering that we're not anywhere close of a real on-chain robotic cycle (which probably will take some time to create).
at under 7M marketcap could be a real assymetrical opportunity.
codec coded.
xRobert retweeted
The people who thrive over the next decade will be those who mentally abandon the idea of 'work as life' and start thinking more like a billionaire does:
You are already rich, now what do you want to do with your time? What side quests actually interest you? What is worth exploring regardless of any associated economic utility?
You will literally have an AI that can solve basically any problem you have if given enough compute, or help you explore anything you are interested in, including optimising your own life for what gives you personal fulfilment.
The people that do best will be like water. Everywhere and nowhere. Not tied down to any specific career or idea per se - doing it for the love of the game.
And some of you might say 'RA, that makes no sense, I've got bills to pay.'
Yeah, you need a plan to make it for about another decade, then that's really not gonna matter too much.
And if you start thinking like a billionaire you're just not gonna care that much. Go follow the side quest in your spare time then convince a venture capitalist to give you money for it. Pay yourself a salary with that and go exploring.
In short:
- Careers are dead
- Side quests are an infinite game
- Health-maxx, get jacked
- Be a good person. Reputation is also an infinite game.
All the other stuff... Career this, dollar here dollar there - who cares? We will have entire economic zones where superintelligent humanoids are building other superintelligent humanoids. The output of the global economy is going to be absurd. Orders of magnitude higher than almost anyone believes.
Stay flexible.
funny how kinetiq:native was called dead just about two weeks ago once they announced the mechanism to claim your points.
everyone who farmed @Kinetiq_xyz had a chance to buy their allocation at $0.26, more than 50% lower than the current price.
it's fair point that they provided liquidity and had much better expectations (such as free money), but free money comes in different forms and shapes; if you're smart enough to see the opportunity, you act on it.
kinetiq:native sits at under $150M circulating mcap, being the biggest liquid staking protocol for @HyperliquidX, building quite an interesting social trading app through @Markets_xyz and now solving the bottleneck of HyperEVM through @Enter_Elysium.
the lore around Elysium eco is getting better day by day, the team is highly active and the number of protocols announcing their launch on the chain is growing nicely.
keep in mind that @Kinetiq_xyz had a small raise only back in 2022, but the current points distribution helped them raise quite a bit of capital (around 8.5M as far as I'm aware + i think 16M kinetiq:native left for the foundation in the treasury).
that's a good treasury to be used for ecosystem's growth imo. +EV move with the airdrop.
there's very good confluence on my timeline regarding kinetiq:native as well, having Delphi lads being bullish about it, Kool and now Ansem + majority of HL ecosystem.
lots of potential to grow.
e/acc
xRobert retweeted
Having talked to both the @AscendLaunch and @MontraXYZ teams extensively now, it's pretty clear who the winner is going to be in the Elysium launchpad war...
kinetiq:native and Elysium users.
Two extremely promising teams competing with very different models is the best case scenario for the ecosystem.
It's going to feel extremely obvious in hindsight that the number one app/DEX in crypto, @HyperliquidX, will have the #1 on chain ecosystem alongside it.
time to ascend into a new world.
this is +EV for the entire Hyperliquid ecosystem and I believe that every $HYPE maxi should be giga bullish on this launch.
you can't become the blockchain that houses all finance without the technological capabilities to handle all the demand the financial world throws at you.
unfortunately, HyperEVM in its current form is not able to do this, and this is where Elysium will play the most important role.
for the first time, you're getting access to the entire book state of the biggest on-chain perpetual exchange while having incredible speed and high block capacity.
but I think the bigger unlock is not simply making existing DeFi applications faster.
it's making entirely new applications economically viable.
once builders can continuously read HyperCore state, perform more complex computation around it and interact back with HyperCore without treating computation as a scarce resource, the design space expands massively.
automated hedging vaults, dynamic liquidity management, on-chain structured products, real-time risk engines, funding-rate strategies and applications we probably don't even have names for yet suddenly start making much more sense.
HyperCore becomes the financial engine, while Elysium becomes the programmable layer around it.
this is, in my opinion, what will allow smart builders to make new on-chain primitives available, extending the features of what HyperCore alone could offer.
while Elysium sees the first inflow of protocols on its testnet, I believe that the actual products which will profit from this new opportunity have not yet been announced or even built.
time to build a utopian financial world.
e/acc
an example of dApps redefining how on-chain finance works would be @aegis_hedge and @Pindar_finance.
very hyped about these primitives.
spot on advice imo.
i'm personally coming after a long head-wrecking period where I developed extreme market PTSD, an insanely short attention span due to "always clicking" habits from the 2024-2025 period, and mental burnout where I couldn't hold a token for more than 2 days without always being worried.
funny enough, developing a constant pessimistic outlook on the markets helped me preserve a big chunk of my capital in the bear market, but it also left me sidelined in a lot of good plays which followed after, and this is again something that wrecks your head. you can spot a good trade, you know it's going to do well, but you don't have the mental capacity to take it and be patient.
i'm totally aligned on the idea that the majors will not give you the asymmetrical opportunity that you are looking to get in this current market. yes, even going for revenue-generating protocols might not be the best bet since most of them are currently priced in at speculative future revenue. (yep, there are still diamonds in the mud if you can find them).
i believe that you need to become a bit contrarian, look beyond what's hot in the market at the moment and try to speculate on the potential growth of a product or narrative for the next period while it is still sitting at comfortable price levels or, as @koolkrypto223 mentioned, protocols with upcoming catalysts able to spark a round of momentum for them.
to me, it feels like everyone is running after the same protocols and all the bags are looking pretty much the same. the small on-chain cabal turned into mega-wealthy individuals who built their own cabal and, due to their size, they need to push unicorns in order to exit safely. not really my cup of tea, although it can be profitable for some.
it feels like the edge in the current market is to actually develop enough patience; you're trading against a majority of individuals who are totally burned out, with short attention spans, and who are not able to hold for more than a few days.
size accordingly and leave yourself enough room for errors, as going with too much size will have a negative impact on your ability to stomach a bigger drawdown if the market continues to behave funny.
become an optimist, even if you're looking retarded sometimes. your luck surface grows exponentially when you choose to believe in something rather than being cynical at all times (although learn to adapt and switch between those two mental states).
I'm way less concerned about whether we're a little higher or lower in the next few weeks than where all the value will flow in the next few months.
I can stomach a dip to $75k on $BTC and 20%+ lower on alts.
I can't stomach being sidelined for the on chain finance/tokeknization trend nearly a decade in the making.
You're not going to 10x your portfolio selling $BTC at $81k and buying $75k or buying $81k and selling $85k. Nobody has extreme macro edge here; we live in unpredictable, volatile, crazy times. If the vocal bears end up right, they'll have been sidelined since summer anyway and if the overlevered bulls are right, they'll still blow up eventually.
My only actionable advice is to shrink your bet sizing a little to take the volatility into account, eliminate the bloat and levered beta from your portfolio where you have no edge, and heavily concentrate into high conviction, idiosyncratic bets with near term catalysts. For me that looks like sizing down $BTC and even $HYPE exposure in favour of kinetiq:native for the upcoming Elysium launch, $AERO for the upcoming Aero multi-chain expansion, and $DRV for on chain options TAM expansion. Maybe for you it's $PRL and $NEAR.
Very unpopular take, but $ZEC and $HYPE currently trade more like majors and levered beta than "idiosyncratic bets with near term catalysts that you have edge on". Doesn't make them bad long term investments at all, just don't feel the need to be overweight them at this time when they lack asymmetry. My example here would be if we're risk off, $HYPE could be $60 by EOY, and $100 if we're risk on. Pretty symmetric. kinetiq:native could be $0.15 if we're risk off, but it could be 5-10x higher if Elysium goes well. We want alts that behave like OTM calls, not 1.5x levered perps.
TLDR: Figure out where the next $1trn of value will flow on chain, place your bets (sized to survive), and let the macro LARPs chop each other up. The correctness of your allocations will more heavily dictate your 2027 performance than your current exposure level.
xRobert retweeted
for any large position you take in your portfolio you should know more about that project than 99% of everyone else
This is a fairly durable edge to have in crypto because most people simply do not do the work
I take this idea of "being in the top 1%" and apply it to basically any new idea, niche, sector or project that im researching. I usually dont allocate any capital but the process of this compounds
you can imagine that after a few months (or years) of doing this you start to have an insanely good understanding of a wide variety of topics in crypto. This "map" that you build out eventually becomes your edge in the space
so my $.02 is to have a goal of becoming the top 1% in understanding any area of crypto that you are interested in. It will pay dividends forever
xRobert retweeted
Big if true
Since true, big
e/acc
Thoughts on the upcoming Elysium launch:
As an absolute $HYPE maxi over an extended timeframe, it recently became clear that (in what is the most ironic possible outcome) CT's obsession with a cashflow/security valuation framework has become self-defeating.
Since the conception of the cryptoeconomy, the dominating valuation framework has rested on some ill-defined network metrics (e.g., metcalfe's law) while cashflow was reserved as very much secondary, or non-existent. In the meantime, the vast majority of crypto participants were actively fighting the security status of cryptoassets while under fire from the Gensler-era SEC, which suggested the cashflow/DCF-style modeling as erroneous, and decisively so when the SEC determined cryptoassets as emphatically NOT securities.
What's surprising about the canonical hype valuation framework is that it flies in the face of everything this space fought so hard to overcome, and very specifically effects arguably the best product to ever emerge from the cryptoeconomy. I think that it's because the mind virus around cashflow has muddied the fact that hyperliquid is not a security, and in fact contains exactly the network features that ETH, SOL, ZEC, etcetera, possess, and from which their fair market valuations profit tremendously (and appropriately).
So back to @Kinetiq_xyz and @Enter_Elysium: if scaling the network component of hyperliquid can make more obvious this trait of hyperliquid, then the first thing that happens is that the network effects and corresponding fair market value explode, as we've seen in the past. On top of that, if the bottom line is accretive to hyperliquid, then not only does hype gain from the network effect/speculative premium, but also a genuine economic force supporting the ecosystem. That could be huge.
xRobert retweeted
Thoughts on the upcoming Elysium launch:
As an absolute $HYPE maxi over an extended timeframe, it recently became clear that (in what is the most ironic possible outcome) CT's obsession with a cashflow/security valuation framework has become self-defeating.
Since the conception of the cryptoeconomy, the dominating valuation framework has rested on some ill-defined network metrics (e.g., metcalfe's law) while cashflow was reserved as very much secondary, or non-existent. In the meantime, the vast majority of crypto participants were actively fighting the security status of cryptoassets while under fire from the Gensler-era SEC, which suggested the cashflow/DCF-style modeling as erroneous, and decisively so when the SEC determined cryptoassets as emphatically NOT securities.
What's surprising about the canonical hype valuation framework is that it flies in the face of everything this space fought so hard to overcome, and very specifically effects arguably the best product to ever emerge from the cryptoeconomy. I think that it's because the mind virus around cashflow has muddied the fact that hyperliquid is not a security, and in fact contains exactly the network features that ETH, SOL, ZEC, etcetera, possess, and from which their fair market valuations profit tremendously (and appropriately).
So back to @Kinetiq_xyz and @Enter_Elysium: if scaling the network component of hyperliquid can make more obvious this trait of hyperliquid, then the first thing that happens is that the network effects and corresponding fair market value explode, as we've seen in the past. On top of that, if the bottom line is accretive to hyperliquid, then not only does hype gain from the network effect/speculative premium, but also a genuine economic force supporting the ecosystem. That could be huge.
my conviction on @Kinetiq_xyz is purely a bet on @0xOmnia and the team delivering a pristine experience with @Enter_Elysium.
the progress so far is quite satisfying. there's a wave of protocols steering the ship towards the ecosystem. no big protocols yet, but I feel that's the beauty of it.
maybe a bit weird, but if we're looking into mythology, Elysium is the place of absolute peace, free from the struggles of the normal world.
besides the struggles of HyperEVM that the Kinetiq team fixes with the launch of Elysium, there's another important aspect that I think will make sense in the grand scheme of things.
any chain that launches goes through these phases of cannibalization and economic parasitism. all the protocols launching in that specific ecosystem have a single motivation: compete for users and liquidity, rise to the top and create the most value for your token.
there's nothing wrong with this per se, but it is why PvE turns into PvP so quickly, as the resources on any chain will eventually become finite. let's not even touch on the vast number of L2s which give crumbs back to the actual L1 as they achieve structural decoupling.
Elysium seems to be designed around the exact opposite idea.
instead of creating another sovereign economy that slowly decouples from the layer underneath it, its success is still structurally tied to the success of Hyperliquid.
$HYPE remains the native gas asset. applications on Elysium are meant to interact with HyperCore liquidity rather than recreate it somewhere else. more activity on Elysium can therefore translate into more market making, arbitrage, hedging and ultimately more volume flowing through HyperCore.
the L2 doesn't need Hyperliquid to lose for Elysium to win.
quite the opposite.
if Elysium becomes a better execution environment for applications that simply cannot operate efficiently on HyperEVM today, it expands the surface area of what can be built around Hyperliquid while keeping the economic gravity centred around the same ecosystem.
and this simple reflexivity is also reaching other builders, the ones which are not trying to compete purely in their own interest on Elysium, but actually the ones giving back to the Elysium ecosystem and the Kinetiq community.
it's through protocols like @AscendLaunch, @NestExchange or @MontraXYZ, which have already announced that they will use part of their fees to buy back kinetiq:native tokens and burn them, in a similar process to what the Hyperliquid Foundation is doing.
and imagine if you get 10-20 protocols doing the same, working together to push the chain further. what will this attract in the end?
a stronger community, more activity, more interest from developers, making Elysium a more attractive place to launch your protocol and work together to build something great.
simply put, a high-throughput utopian world.
i strongly believe we are about to see a new standard being set for how any ecosystem should operate and how the force and alignment of the builders inside the ecosystem can create a halo effect.
e/acc
xRobert retweeted
It’s not delusional to say @Enter_Elysium will be the biggest launch on @HyperliquidX this year.
mainnet is getting closer.
Excited to see what @Enter_Elysium brings to the ecosystem.
E/acc.
