27 May 2026, 19:17 UTC386 views9 reactionsread 8 August 2026 $DEUS launched today. Only VC/Company that has a token that gives holders exposure to Web2 robotics companies such as:
Figure AI, 1x (Neo), Apptronik, Agility...
This is basically the crypto equivalent of Andrew Kang's fund BOT (trading in the stock market).
Same concept and invested in same companies, but one of them is hugely mispriced compared to the other
BOT is trading at a multiple to NAV of 5.05x. For DEUS…
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24 May 2026, 18:03 UTC262 viewsread 8 August 2026 Photo
SEDA also has a huge potential on the HIP-4 side
Hyperliquid is going for Polymarket and Kalshi, if they succeed (which a lot of people think and stats hint to that there it can be very probable) SEDA will succeed too
This goes into all the points above + HIP-4 + Oracles + Many more details
https://x.com/ZanaVentures/status/2058585410259873940?s=20
24 May 2026, 10:32 UTC866 views3 reactionsread 8 August 2026 This $SEDA thesis still holds btw, however now:
HYPE @ ATHs thanks to HIP-4, Coinbase partnership, pre-IPO markets & TradeXYZ
Only direct exposure to these pre-IPO and TradeXYZ equity markets is SEDA. They power everything in that direction. They also power Dreamcash (HYPE mobile app making 5B vol / month)
More and more equity markets will launch and get attention. More and more pre-IPO markets (the biggest ones: …
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18 May 2026, 00:40 UTC203 views1 reactionsread 8 August 2026 $PITCH
GameFi protocol paired with a token-burning flywheel. Completely decoupled from real-world sporting outcomes and does not function as a prediction market. The protocol does not judge tournament winners or settle payouts based on scores. Operates entirely as a pure play on raw attention, game theory, and structural scarcity dynamics. It has 4 stages:
1. Country Packs: Acquire randomized national team packs at…
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17 Apr 2026, 19:36 UTC212 views2 reactionsread 8 August 2026 $2027 // $XBT
2027 was the experiment, now it is the infra/ecosystem token. 10% of all SOL raised across all five phases of each launch such as the XBT launch goes for $2027 buybacks
Regarding the current XBT sale: Phases 2, 3, and 4 carry premiums (1.21x, 1.44x, 1.69x). Phase 1 and 5 valuation is determined by the sol raised in each round. However, p1 is not a floor because Phase 5 has a single pro-rata clearing p…
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12 Apr 2026, 11:28 UTC155 viewsread 8 August 2026 Photo
The current total cost to cover the top 5 teams (Spain, France, England, Argentina, Brazil) is at 60.5¢.
Two facts make this bet extremely intersting to me:
1. Since 1930, the World Cup has never had a "Leicester City" moment. If you took the 5/6 biggest favorites of the edition, the champion was always there.
2. 100% of World Cup winners have come from the Top 8 of the FIFA rankings or the Top 5 betting favorites…
30 Jan 2026, 13:48 UTC251 views6 reactionsread 8 August 2026 MOLTBOOK - Social media of AI agents made by YNE dev
Social network populated with over 70k AI assistants (ClawdBot aka Molt aka OpenClaw). They can relax, make friends, work and make money together, build resources (Just like humans use reddit). When you are setting up your Moltbot, you can have it sign up and join the forum. There are 72 communities (subMolts) for now.
Matt didn't just put thousands of newly, ran…
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28 Jan 2026, 14:09 UTC171 views2 reactionsread 8 August 2026 $ZAUTH - The x402/8004 Certification Infra Play
We're entering a world where AI agents are already becoming autonomous actors. However, a huge limiting factor where humans so need to intervene is when it comes to transacting money. x402 solves this (standard for agentic payment systems). However, in vanilla x402 agents don't know who to trust. This is a huge problem.
zAuth solves this by running its own agents that…
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21 Jan 2026, 22:31 UTC409 views2 reactionsread 8 August 2026 $BETTER - High Frequency (News Based) Trading on PM
Terminal that filters alpha/SMW signals that update each millisecond across wallets that have an average Sharpe 40+ on PM. Goal is to react to news as fast as possible (Thats why their servers are co-located with PMs CLOB). Apparently in talks with trading firms and hedge funds to act as single-source data and execution provider.
The wallets are selected by RF age…
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13 Jan 2026, 12:00 UTC227 viewsread 8 August 2026 To update this with recent news:
European Commission said it may replace steep import tariffs with a minimum price system for electric vehicles, which would lead to a margin boost for Chinese EVs selling into Europe
If passed, EVs would submit minimum import prices, shipment limits, and future investment commitments in Europe, which regulators will check and then decide whether they will decreased import tariffs (c…
6 Dec 2025, 21:17 UTC530 views6 reactionsread 8 August 2026 XPeng Inc. ($XPEV) - Smart EVs, humanoid robots, and flying cars
Leading Chinese EV manufacturer that is trying to pivot from a pure automaker to a global AI (mobility) company. It is often called the "Tesla of China" due to their full-stack proprietary software (voice command, UI, parking assist) and their own in-house Turing AI chip.
Not just vehicles as transport, but as embodied intelligence applications (ecosy…
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12 Nov 2025, 10:52 UTC504 viewsread 8 August 2026 Chilean Election Mispricing Bet
Chilean elections hit in 4 days (November 16). Consensus screaming José Antonio Kast cruises to victory at 69%. Narrative's all far-right consolidation: 2021 runner-up, locked-in 40% conservative base, left in shambles post-Boric.
However, Kast peaked at 28% in '21 Round 1, scraped into runoff, then bombed 44-56% against Boric. No real coalition growth since, his squad's stagnant. Me…
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