Kooky
@kooky______
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Core team @Globalcoinrsrch
India
Joined November 2014
đ§”1/ The buzz around physical AI is surgingâfrom Hansen Juangâs CES keynote to @Rewkangâs $19M bet on Figure AI. But behind these robots, spatial intelligence is a key enabler. One under the radar player? @OVRtheReality
https://t.co/9Tx1t6tLVS
globalcoinresearch.com
Global Coin Research is a Community-led DAO for Web3 Research & Investing. We source, vet & fund Pre-Seed to Series A opportunities. Join to Invest Together!
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ÂĄViva La RevoluciĂłn! Today we're celebrating crypto & communities, ft @coinage_media @Kernel0x @ethereumfndn @EFDevcon @aave @joinpeanut @mural_pay and many others building the better Web for us all. https://t.co/l6n5TOvVkb
paragraph.com
The end of November 2025 GCRx update letter to all investors and the extended family of GCRx friends and supporters.
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La RevoluciĂłn was a success. LPs, family offices, syndicate leads and crypto investors all in one place in Buenos Aires. Big shoutout to everyone for coming, and see you at our next event! Until then, keep investing.
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Nowâs a good reminder that if CT isnât making you money, stay off it. Itâs negative EV. Half the timeline is people trauma dumping and the other half is people causing the trauma.
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âThe VC sell pressure after the 1 year TGE is going to be insane.â Bruh, 97% of airdrops get sold within a week. Retail is more ruthless than any VC. Token distribution wonât decide how the token performs post launch. A successful core product will, which both teams lack.
Monad raised $225m entirely from VCs megaETH raised $20m from VCs + $70m from the community See the difference? But since Monad gave us boxes to open, we should be so excited about their tech? The VC sell pressure after 1-year TGE is going to be insane. Zero.
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India has always been slow to adopt new tech, first it was the computer, and now itâs blockchain. 79 years after independence, the socialist mindset still hasnât gone away.
The best way improve economy is to adopt innovation. Protectionism is always at the expense of the people, ie, the economy.
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Introducing Rubicon: We are building the Native Liquid Staking Protocol exclusively on @SeiNetwork Letâs talk about why this matters for Sei DeFi đ§”
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India missed its moment during Bidenâs anti-crypto stance to fast-track a regulated INR stablecoin and be the first mover. UPI will never be able to match stablecoinsâ speed or global reach while stuck on old banking rails. Act now or watch further dollarization of everything.
India pushing back on Dollars. Thatâs gives an idea about RBI & GOI views on USD stable coins.
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Props to crypto teams driving transparency initiatives. Forward-looking guidance in quarterly reports would be a strong next step in raising the industry standard.
1/ Introducing Sanctum Quarterly âïž This report kicks off $CLOUD Holder Relations: our next step in setting the industry standard for token transparency. It follows our 40/40 Blockworks Token Transparency score and internal token audit completion.
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Pump fun pre sale buyers dumping huge clips for a 35% gain actually makes a lot of sense for the culture it created.
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Revenue transparency is key here, too many warnings.
While everyone is focused on RWAs, DePINs continue to march forward and focus on revenue. We're in a new regime where DePINs' supply has reached sufficient scale and networks are now focused on demand generation. See: @helium
@Hivemapper
@ionet
@GEODNET_ All of these
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Privacy will never be alpha. It is always a cherry on top.
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Rushi fulfilled the prophecy. Next time, study Charles Hoskinson.
@Lexibtceth @chainyoda MOVE is aiming to be 2024âs Cardano, except this time it wonât work
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She thought he was a project. So did the VCs. Now we all live in the ruins.
If you think the latest infra raises are trash, wait till you find out that Polychain seeded an AI Robotics chain founded by Rushi and Vyas with 10m @ 100m val (I wish I was joking) This one's not even announced yet, I guess now it is Congrats on the raise! 0
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CT will be glad to know there isnât a single L1/L2 or blatant infra ponzi in the latest @OrangeDAOxyz and @alliancedao cohorts. Feedback is getting through, VCs just still fall for smart founders pitching core infra every once in a while.
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When I covered React Network (now @daylightenergy_) in early 2023, this exact problem was laid out and years later, entire countries have experienced blackouts. Study VPP.
This is truly bananas: all of Europe appears to have been seconds away a continent-wide blackout. The grid frequency across continental Europe plunged to 49.85 hertz â just a hair above the red-line collapse threshold. The normal operating frequency for Europeâs power grid
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Another practice that needs to go is the 10% dilution rule. Just because founders want to raise $5M doesnât justify a $50M valuation. Despite years of altcoin carnage, venture backed projects still arenât fairly priced.
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Global liquidity rising, tax cuts on the horizon, DXY dumping, and bonds still acting up to force Fed cuts â all signs of risk on.
94% of cases higher 3-mos later, 94% of cases higher 6-mos later, 94% of the cases higher a year later.
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This is wild. 10yr UST has moved nearly 70bps in less than 3 days since Monday. Some weird gyrations happening in fixed income. Rumors of 100x levered basis trades needing to get unwound. Swap spreads are negative due to funding difficulties as dealers struggle to digest all of
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Requesting CT to stop drawing crypto support levels, they mean nothing until the tariff apocalypse plays out. Macroâs driving, not your trendlines.
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