GG lads
See you next year.
This wraps up @blockchain_rio.
Thanks to everyone who participated in our product survey.
We received amazing feedback from the community and truly appreciate everyone who shared their thoughts.
Please keep your eyes out for the survey airdrop & more product updates!
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Met a lot of amazing people in Rio and got lots of great feedback on Tenbin!
Thanks to everyone who completed our surveys 👍
Now heading to Sao Paulo.
Down to catch anyone in town!
DM open ;)
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This is 2026,
DeFi today is no longer the same DeFi back in 2023.
The same old DeFi playbook won't work anymore (nor is it sustainable as proven many times in the market).
Gotta carve our own path.
Not ez, but has to be done.
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First time going to Brazil.
Will be spending good few weeks between Rio and Sao Paulo.
Hit me up if you would be around 😁😉
(This pic was from Shenzhen...lol)
Since 2021:
MXN TIIE return (MXN T-bill equivalent): +78.8%
U.S. short-term rates: +19.0%
Even after currency moves, holding pesos + earning Mexico's overnight rate beat US T-bill rates by 59.9%.
In plain English: the MXN peso carry trade paid more yield + the currency upside.
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Congrats to Christine and her team!
Looking forward to seeing how crypto rails help fulfill the robotics data needs.
For embodied AI to reach its GPT Moment, the data gap must first be crossed. Axis Robotics strives to build the compounding data engine for Physical AI.
We have built an end-to-end data pipeline covering simulation data, egocentric data, model pre-training, and DAgger post-training.
Axis transforms embodied AI data collection from a static, one-way and siloed workflow into dynamic, cyclic cluster-based collection and processing.
Human demonstration data feeds the policy; gaps exposed flow back to humans operators for supplementary collection and iteration, enabling continuous dynamic dataset updates.
We’ve got plenty to-dos on our time table, let’s keep building during bear
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And most importantly, they are liquid on-chain.
Tenbin assets are designed to be liquid-by-default.
Since 2021:
BRL Selic return: +82.7%
U.S. short-term rates: +18.9%
After accounting for currency exposure, holding BRL and earning Selic beat USD T-bill by 63.8%.
To put it simply: over the past 5 years, BRL carry earned far more than simply sitting in USD treasury.
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And most importantly, they are liquid on-chain.
Tenbin assets are designed to be liquid-by-default.
Since 2021:
BRL Selic return: +82.7%
U.S. short-term rates: +18.9%
After accounting for currency exposure, holding BRL and earning Selic beat USD T-bill by 63.8%.
To put it simply: over the past 5 years, BRL carry earned far more than simply sitting in USD treasury.
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Japan smells 1000x better than NYC.
For a tokenzied asset to be liquid from the get-go is such a big unlock for how it can grow its distributions.
Liquidity maxxing is the way to go.
Would be crazy if Argentina win this with 0 attempted goal while Spain got like 20 lol
this is who runs the account
3 of the most famous crypto coins in the history of crypto just pivoted to becoming frontier models.
So is OpenAi stock gonna start depegging as well?
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work.
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4% on Gold is live with tGLD.
Just getting started. More to come @tenbinlabs
tGLD Leasing Vault with @jpegtrading is now live on @AccountableData.
Earn 4% APY, paid in gold.
It is gold-denominated yield coming from real demand to borrow and use tGLD as trading inventory.
This is what happens when gold becomes liquid: it starts to become productive.
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Gold is looking cheap mate
Gold just broke below $4,000/oz for the first time since late 2025.
Down nearly 30% from the January highs because of a hawkish Fed.
But the structural macro case hasn't changed as central banks continue stacking gold reserves against the USD.
Same thesis, just cheaper.
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1/ RWAs are the logical conclusion of stablecoins.
I've written a new piece that:
- Proposes a taxonomy for the different types of RWAs
- Discusses the adoption sequence of RWAs
- Outlines the issues that are preventing the continued adoption of RWAs
👇
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(Re) Introducing Stoffel
Your Private by Design Teammate
So you can ship fast with privacy still built in.
After over a year of building, Stoffel 0.1.0 is here.
