speculator | researcher t.me/NGJournal
Saint Petersburg, Russia
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- Following 4,519
- Followers 959
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Some recent observations on $CRED:
+ This week, @Arp_it1, Head of Business, Revenue & Partnerships at Credible, will be on the @MCGLive podcast (one of the best crypto podcasts). We might hear some new and important information.
+ @nikhilsapra_ from @crediblefin commented under my post that the pilot with a major Credible client has already started. It should start showing up in the volumes within the next 3-5 weeks. Keep checking Dune.
dune.com/credible/stats
+ I also found this whale who has been accumulating $CRED. Could be a smart trader or a fund that knows something we don't.
arkm.com/explorer/entity/82d…
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The 10th allocation into humanoid robotics by XMAQUINA (base:0x940a319b75861014a220d9c6c144d108552b089b) is on the way
And so is the launch of the Robotics Capital Markets (RCM) Protocol, bringing the private robotics market to the masses.
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Can Adapt-1 by @rei_labs learn to play Super Mario Bros without demonstrations?
We tried it on World 1-1, starting untrained. It learned a reactive policy from its own play in about 36 minutes of gameplay, then cleared the level with learning off.
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Nikita Gorev retweeted
A major milestone for Interfold:
The first live confidential governance process ran end-to-end on @ethereum via a receipt-free secret ballot.
Private ballots. Encrypted tally. Threshold decryption. Verifiable result.
No trusted hardware. No single trusted tallying authority.
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Nikita Gorev retweeted
Huge milestone! First completed E3 on mainnet. @theInterfold works!
A major milestone for Interfold:
The first live confidential governance process ran end-to-end on @ethereum via a receipt-free secret ballot.
Private ballots. Encrypted tally. Threshold decryption. Verifiable result.
No trusted hardware. No single trusted tallying authority.
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Signal is your edge.
- Easily build a thoughtful @fomo thesis
- Due diligence in minutes
- Train your models with MCG first party data
- See progress over time
Developer tooling is coming soon, reachout if you are interested in building with MCG.
beta.mcgsignal.com
This is a really useful tool by @MCGlive for anyone doing project research.
Here’s the kind of alpha you can extract from it.
For example, some useful information on solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta:
Announced during the interview:
- Card checkout going live very soon
- Middle East partners to be announced soon
- The team will be at TOKEN2049 next week
- Several upcoming developments expected to significantly increase total volume over the next few months
It saves a lot of time by extracting the key takeaways from interviews and turning them into useful research points.
Definitely recommend it for project research.
solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta example:
beta.mcgsignal.com/feed/mcg-…
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Nikita Gorev retweeted
Working in crypto requires knowledge in math, finance, sociology, economy, game theory, regulation, and as of recently LLMs and quantum physics.
Then, you need to follow up news, Twitter, telegram, and a couple more channels 24/7. Quite simple.
Bullish.
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This is a really useful tool by @MCGlive for anyone doing project research.
Here’s the kind of alpha you can extract from it.
For example, some useful information on solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta:
Announced during the interview:
- Card checkout going live very soon
- Middle East partners to be announced soon
- The team will be at TOKEN2049 next week
- Several upcoming developments expected to significantly increase total volume over the next few months
It saves a lot of time by extracting the key takeaways from interviews and turning them into useful research points.
Definitely recommend it for project research.
solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta example:
beta.mcgsignal.com/feed/mcg-…
Spending a lot of time on MCG Signal.
We get a ton of alpha on our streams, and it's hard to keep up. Founders leak things, data gets verified, new products/updates drop live.
MCG Signal puts that all in one place. It's a great place to do research, and all you need to do is come with a CA.
Get access to:
- Interview segments
- Catalyst calendar
- Project summaries
- Growth metrics
- Burn tracker
We have more cooking up on this btw. Check us out using the link below:
beta.mcgsignal.com/
Supercharge your research.
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I asked Grok, ChatGPT, Claude, and DeepSeek if they consider themselves superintelligences (SI). None of them do. They all prefer to keep calling themselves robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18.
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Nikita Gorev retweeted
We should go live with a nice release tomorrow.
Remember RWAs are not going anywhere.
Liquidity is the moat. And it’s time to take some of our top pairs to the next level.
LONG.
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What $CRED earns - According to its Dune dashboard, Credible processed $191M in September. That is up 4.4% on August's $183M and its largest month so far (ATH). @crediblefin keeps about 0.20% of what it processes so ~$382K in September so far and $2.38M over the last 12 months.
Read the Ownership Coin Monthly Report for September: 01resolved.com/research/owne…
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solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta
Payments volume grew 50% QoQ to $533mm in Q3
Assume ~15bp take rate, thats $4.3mm in annual revenue. FDV is call it $16mm
We have an Ownership Coin for a business growing 50% QoQ, trading at 4x revenue 🤣🤣🤣
I wonder how long this lasts....
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Nikita Gorev retweeted
I just voted confidentially on @theInterfold 's first DAO proposal, which was for adoption of a DAO constitution
although confidential, those who've followed me will be able to infer how I voted lol
that being said, it's awesome to see this confidential voting tech in action, and one area where I think it will really shine is stockholder governance
you ask where can tokenization really make a difference?
well, encryption is a much better privacy solution than brokers and Broadridge!
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What makes institutional clients stick with $CRED?
The platform focuses on three things:
• Fully compliant flows from end to end, reducing risk for clients
• Competitive rates to stay aggressive in a tough market
• Instant settlement, robust escalation processes and support when banking issues arise
The combination of compliance, pricing and predictable execution is what Cred sees as the foundation for long-term client trust
Today on MCG
$CRED | @crediblefin w/@Arp_it1
Credible finance provides instant global money movement for internet businesses via stablecoin backed payment financing
Highlights include:
00:21 - Introduction to CRED
01:52 - Arpit Joins the Show
02:51 - 4x volume growth since December(Update)
03:04 - Opening new markets
03:53 - September closed near $200M volume
06:37 - Building checkout and card payment feature
13:20 - Revenue & Growth explained
14:05 - Revenue flows back to token treasury
14:10 - Solomon Labs relationship
15:43 - CNY corridor & same-day China payouts
17:02 - BottleNeck in the business
17:53 - Clients on B2B2C model
19:17 - Stablecoin growth thesis
23:10 - Team heading to Token2049 next week
24:05 - Acquisition interest
25:49 - Expecting a record breaking final quarter
26:49 - Closing Thoughts
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