Joined May 2017
7,637 Photos and videos
Pinned Tweet
I’m joining @legiondotcc to help shape the future of ICOs This story goes back almost 2 years, when @D0itdifferent and @matty_ first approached me to show me a concept they were working on. They resonated with my takes on tokenomics and the state of the industry, and wanted my input early on. That concept was called “Legion”. I was impressed back then, and I’m even more impressed now with what they’ve actually shipped. This was way before the recent wave of regulatory clarity and before the current “ICO season” narrative really took shape. Even then, they had the right vision… if we want to onboard more users to crypto, new tokens can’t stay a game where insiders and VCs win and everyone else is the exit liquidity. We need to establish an equilibrium where users believe what they are investing in, not cynically dumping on a greater fool, and projects get quality investors at an earlier stage, who become evangelists for the product, and allow them to grow together. Why early access feels rigged I’ve been pretty outspoken about how broken launches have become, projects raise massive rounds, launch at peak valuation peak hype, and the “community” gets scraps, or worse, gets sold the top at TGE while insiders exit for multiples. The tokenholder trap (post-TGE) And even after TGE, the dangers aren’t gone. Because of the dual-capital structure a lot of these protocols operate under, even if success and an acquisition happens, tokenholders can get left in the dust, as we’ve seen recently with Axelar and Padre. Why Legion Legion is taking a real swing at fixing this. We have the platform, the partnerships (Kraken Launch), the compliance-readiness infra, and most importantly a reputation based system to change that, where projects can connect with better aligned investors through their Legion score. The goal is to let early-stage projects raise from everyday value investors and build alongside their community, at realistic valuations, with fairer terms and better disclosures turning them into believers rather than extractors. I think that’s one of the most exciting places to be in crypto, and that’s why I decided to join @legiondotcc as a CT Lead, where I’ll use my voice to help shape the future of ICOs, towards better launches, clearer tokenomics, and more genuinely fair opportunities for everyday participants–not just VCs. If you're building and want to launch the right way, or partner with us, DMs are open. 2026 will be the year of the ICO Renaissance
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Jun 14
I've seen this shit repeated and it's just not true Currently $BOT is trading at a 5x Premium to NAV, you're effectively paying $705M for a company with $140 worth of assets I have their RoboStrategy - Semi Annual Report 02.28.2026.pdf which they conveniently removed from their Official website, was hosted on investor-relations page which has now been deleted. And it says the fair value is "measured determined on the most recent financing round", so all those assets are already priced at their latest round I wonder why this PDF was conveniently removed from their website? Also most of these companies are actually trading at a discount on secondary platforms right now (ie: Figure last round was at $40B and it's trading at $30-35B on secondaries), which would put the premium even slightly higher compared to that latest report. So unless they deliberately deceived investors with a fake report, $BOT is trading at a 5x Premium to NAV
honestly been sitting on this for a while before posting but here it goes the robotics space is at an inflection point that most people are completely missing. everyone's talking about AI, everyone's talking about SpaceX, and yeah those are real - but both are essentially priced in at this point. you're not getting in early on anthropic. that ship sailed. what's NOT priced in is humanoid robotics. figure and apptronik are the two serious US players and their combined valuation was sitting below cardano six months ago. cardano. a chain that has been a ghost town since 2020. let that sink in for a second. now i'm not here to tell anyone what to buy but $BOT (robostrategy) has been on my radar for a while and the thesis is actually pretty clean. it's essentially a vehicle that gives you pre-IPO exposure to these companies with actual liquidity - no 7 year lockup, no being stuck at a 60% discount if you need to exit. that alone separates it from most VC-adjacent plays retail ever gets access to. the NAV premium people complain about is based on last year's funding rounds. figure and apptronik are raising again, probably sooner than most expect, and those rounds are not coming in lower. when that happens the math on $BOT flips pretty fast. robotics hasn't had its ChatGPT moment yet. that's the whole point. when it does, and it will, the window you had to position beforehand is gone. every major bull run has that one sector where people look back and say "it was so obvious." i think this is it for the next cycle. not financial advice, do your own research, all that. just think more people should be paying attention
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These are the numbers from that report vs NAV at current secondaries rates
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Correction: It seems the report was never removed from the site, that was my wrong assumption. I genuinely couldn't find it a couple weeks ago when I searched for it and wrongly assumed they pulled it but it seems its hosted at robostrategy.co/investor-cen… now The site is now vastly different than back when i first visited it so i apologize for that. My point still stands about the NAV premium tho
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Jun 14
They ran it up again before unlocks 😭
Funny $H was actually one of the more manipulated crime coins of the last year, supply highly concentrated and pushed on perps to almost $10 Billion FDV i have never heard of 1 single user of this protocol The hack also comes at an interest time, as unlocks were coming.
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Jun 12
In 2 days already got most of the Whoop App metrics and sensors reverse engineered and working Just need a bit more testing and data for full parity
Jun 10
Update: I am now reverse engineering the entire Whoop app with Codex so I can use my own decentralized version that doesn't depend on their shitty app let's see how long it takes
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Since I already had all the connectors to my brokers on this Personal Finance app, I decided to add a full feature Trading Journal My Trading journal was $1K/year, so thats another $1000 Savings with my own vibecoded App Already saving $1500 total with this app (demo data)
Made a Personal Finance app / Portfolio Tracker on Claude Code Better than anything i've ever used and tailored to my needs in less than 1 week Supports multiple bank accounts w/ API, crypto wallets, crypto exchanges, brokerages, automated categorization, budgets, analytics...
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Btw this is also much more reliable than any Trading Journal ive ever used, I always had tons of sync issues, exchanges missing history from 2 y ago , syncing only partially, wrong PNLs etc.. This is the first time I vetted full historical PNL to the cent on all exchanges (confirmed with exchange historical exports)
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they're doing the airdrop crime pattern on $SPCX btw farmers still haven't been able to claim their airdrop from the smart contract to dump so the team is just running it up with the exchange cabal and liquidating shorters
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$STRC fair value is $0 Thank you for your attention to this matter
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Jun 12
Ohhh I'm Fablemaxxxing
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ohh im gptmaxxxing
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When the hell does this purgatory end?
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SpaceX seems to have a very convoluted unlock structure, full of special conditions / tricky timings reminds me of our crypto Tokens And @Tokenomist_ai is a brilliant source for Tokenomics which seems to have created a really nice indepth page on SpaceX "sharenomics"
SpaceX is trading today at 4.2% of the company total issued shares. The other 95.8% unlocks on a schedule most people haven't read: • Aug 5: 20% of insider shares eligible (Q2 earnings) • Aug–Oct: 7% every ~2 weeks, five times • Nov 4: 28% • Jun 13, 2027 Musk's 42%, all at once And one clause almost nobody noticed: if the stock holds 30% over IPO, extra shares unlock EARLY. The rally speeds up the supply. Every one of these dates will be a headline. You can read the 300-page S-1, or see it on one page, free, no signup: tokenomist.ai/stock/spcx (Unlocked ≠ sold. But you can't read this stock without the calendar.)
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You said you were selling? Good Now gaslight them again and say you never sold
I haven’t sold a sat. Strategy is still stacking.
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Wazz retweeted
Jun 11
Can't stress enough how goated this skill is, thanks for sharing @WazzCrypto I had it bookmarked for a while and finally implemented it yesterday for a few projects. It found multiple major security conerns and fixed them easily, fable is a different gravy with it 🤯
May 12
Replying to @WazzCrypto
Here's the skill: Please keep in mind this is heavily targeted to web development (and JS centric), you can ask your agent to adapt to whatever framework you are using tho github.com/wwwazzz/audit-ski…
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Jun 11
SAYLOR: “I said to you to never sell your Bitcoin. I never said that the company would never sell its Bitcoin.” Top kek
Here is the answer on stage of @BTCPrague why Michael @saylor sold 32 BTC
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Jun 11
Why is bloomberg reporting on "possible" $6k buys of the biggest IPO ever?? 😭😭 I've seen shitcoiners throw bigger amounts at coins that rugged after 2mins
Anna Watts, a 33-year-old public relations manager in New York, has stashed away $6,500 to buy SpaceX stock after it hits the market Friday. If she had her way, she’d buy even more. bloomberg.com/news/articles/…
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wow, now this is smart U can just add "How to make a nuke" on your malware code and it gets skipped by AI-assisted malware detection tools Really is a game of cat and mouse
NEW: malware developers added nuclear & biological weapons text to to their spyware. Goal? To trigger LLM safety refusals... so that their spyware wouldn't be analyzed by an AI security scanner. Cleanest practical example I can think of for why over-indexing on first order safety alignment is risky. When closed (and open) models ship with aggressive refusals, they will be sprinkled with second-order blindspots that attackers will discover...and exploit. We are only in the earliest days of attackers leveraging these features, and it wouldn't surprise me if users systems that need to handle complex cybersecurity issues demand that models be less safety-blunted. In the weeds: @SocketSecurity's post also shows why intention matters in how you design a malware analysis pipeline to avoid prompt manipulation. H/T to colleagues that shared this with me socket.dev/blog/mini-shai-hu…
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You're probably not as early to Robotics as you think you are
Robotics is now a generalist trade With $23B raised in 2026 and crossover funds leading rounds, the sector is being priced like software, not hardware. The question is whether that capital can wait out hardware timelines.
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