Eight-limbed shape shifting venomous sea monster.
Joined April 2019
- Tweets23.6K
- Following1.3K
- Followers827
- Likes17.1K
Dr. Ocktopus retweeted
Hmm…
The CEO of LayerZero is seen here giving a hypothetical example of ICE, the parent company of the New York Stock Exchange, launching its own market on ATLAS.
I wonder where you’ve heard that hypothetical before?
@LayerZero_Core $ZRO @KeetaNetwork $KTA
Atlas, Instytucje, setki mln $ inwestycji, DTCC, NYSE, Citadel 🤯
Jeżeli nie oglądaliście jeszcze poniższego podcastu to wrzucam Wam najważniejsze informacje, o których wspomina @PrimordialAA odnośnie Atlas i Zero chain.
LayerZero buduje silnik giełdowy, na którym inni będą mogli uruchamiać własne rynki.
1. Już ponad 20 frontendów buduje się na ATLAS
LayerZero nie zamierza uruchamiać własnego frontendu.
Bryan powiedział, że 20+ frontendów jest już budowanych i testowanych na Open ATLAS.
Każdy może budować własny produkt i dostarczać własny order flow, podczas gdy ATLAS siedzi pod spodem jako wspólny trading engine.
2. Ale dużo ciekawsze jest to, co dzieje się po stronie TradFi
Według Bryana 4–5 największych giełd na świecie jest już wdrożonych na testnecie ATLAS i aktywnie prowadzi production testing.
Są deployed i testują, jak przenieść swoje rynki do produkcji.
Co więcej, Bryan powiedział, że kilka z nich już zobowiązało się do uruchomienia rynków, a główną rzeczą, na którą czekają, jest pełna jasność regulacyjna.
Publicznie znamy już część nazw zaangażowanych wokół Zero/ATLAS:
DTCC.
ICE / NYSE.
Citadel Securities.
Ale Bryan wyraźnie zaznaczył, że istnieją również duże nazwy, których jeszcze nie może ujawnić.
3. Instytucje nie tylko pomagają budować produkt. Kupiły $ZRO.
To jest fragment rozmowy, który moim zdaniem będzie mocno niedoceniany.
Instytucjonalne inwestycje, o których mówi Bryan, mieściły się mniej więcej w zakresie:
$10M–$100M.
Padły konkretnie wielkości największych checków:
$100M
$50M
$30M
Część inwestorów dostała ekspozycję ZRO + equity, ale każdy z omawianych inwestorów miał ekspozycję na token.
A dwa największe checki były token-only.
Większość tokenów jest przy tym lockowana lub objęta vestingiem.
4. I tu dochodzimy do najważniejszego: ATLAS → $ZRO
ATLAS będzie pobierał trading fees.
Część trafia do frontendu generującego flow.
A następnie:
75% fees generowanych przez ATLAS → BUYBACK & BURN $ZRO.
Bryan podał nawet konkretny obecny model ekonomiczny:
około 1,2 bp z każdego $1 obrotu na ATLAS może finalnie trafiać bezpośrednio na zakup i spalanie ZRO.
1,2 bp = 0,012% volume.
Żeby pokazać skalę, zobaczmy obecne średnie dzienne volume tylko trzech perp DEX-ów:
Hyperliquid → ~$7,23B/d
Variational → ~$1,70B/d
Lighter → ~$1,40B/d
Razem około:
$10,3B volume dziennie.
Gdyby ATLAS robił tylko taki wolumen:
$10,3B × 0,012% = ~$1,24M dziennie
potencjalnego buyback & burn ZRO.
To około:
$37M miesięcznie
$452M rocznie
A mówimy tylko o skali trzech obecnych crypto perp venues.
ATLAS nie jest projektowany wyłącznie pod crypto perps.
5. Target jest znacznie większy
Bryan mówi o:
perps
tokenized equities
FX
institutional markets
brokerages
traditional exchanges
i jednym wspólnym backendzie do ich obsługi.
Sam podał ICE jako hipotetyczny przykład podmiotu, który mógłby uruchomić własne ICE Markets na ATLAS-ie.
Po jednej stronie masz więc:
Open ATLAS → crypto-native markets → 20+ frontendów
a po drugiej:
Institutional ATLAS → permissioned/KYC markets → tradycyjne giełdy, brokerzy i instytucje.
6. I parametry, które dostają do testowania instytucje, też nie wyglądają jak typowy blockchain
Bryan podał obecne wyniki:
stable version → ~200k TPS / sub-1ms latency
smaller configuration → ~10k TPS / ~400 μs
research prototype → ~28 μs P50 / ~40 μs P99
Według niego instytucje przenoszą na ATLAS swoje istniejące workflow i w niektórych przypadkach widzą setki, a nawet tysiące razy większą wydajność.
Najczęstszy feedback?
Nie sądzili, że coś takiego jest w ogóle możliwe.
7. Dlatego porównywanie ATLAS wyłącznie do Hyperliquid może być błędem
Hyperliquid zbudował niesamowity produkt i udowodnił, że on-chain trading może generować miliardy dolarów volume dziennie.
Ale ATLAS próbuje stworzyć coś innego.
Nie jedną giełdę.
Infrastrukturę, na której giełdy będą budowane.
Jeżeli LayerZero dowiezie tę wizję, ten sam backend może w przyszłości obsługiwać:
perp DEX → tokenized stock exchange → institutional venue → broker → FX market → prediction market
a volume przepływający przez te rynki będzie napędzał ten sam mechanizm:
TRADE → FEE → BUY $ZRO → BURN $ZRO
20+ frontendów już się buduje.
4–5 największych giełd świata już testuje.
Część największych instytucji już kupiła ZRO za dziesiątki milionów dolarów.
I wciąż nie znamy wszystkich nazw.
ATLAS i Zero Chain - start tej jesieni
Dr. Ocktopus retweeted
The CLARITY Act didn't advance in the Senate today, which was a disappointment. While it's possible bi-partisan conversations continue and it lives to fight another day, we can't wait on Congress anymore.
The SEC and CFTC have the tools they need to create clear rules under existing authority, and I expect will begin working on this in earnest.
So clarity is coming to crypto regardless.
And of course GENIUS is already the law of the land for stablecoins, which is even more permissive on rewards. There were some concessions we made on CLARITY that were tough to swallow, so perhaps it's for the best.
Crypto can't be uninvented. With clarity emerging through the regulators, we'll continue updating the financial system.
Dr. Ocktopus retweeted
Keeta Security Incident Update
We are pleased to share that Keeta Mainnet will return to full read/write operation today, restoring normal network activity.
Over the past week, our team has completed its investigation into the August 18 security incident, patched the root cause, extensively tested the network, and implemented additional precautionary safeguards before resuming operations.
As part of the restoration, all affected account balances will be fully restored to their pre-incident balances as of August 18, backed by the Keeta Strategic Reserve. The restoration represents approximately 9.3 million KTA, or 0.93% of KTA’s total 1 billion token supply. Our priority throughout this process has been to ensure that impacted participants are made whole while restoring the network safely and responsibly.
In addition to addressing the root cause, we have introduced Keeta Sentinel, a new outflow guard service designed specifically for Keeta asset movement anchors.
Sentinel provides an independent layer of protection around outbound asset flows. Anchors submit outbound flows to Sentinel through a signed API, where each flow is valued in USD using live FX data and evaluated against configurable limits and rolling budget windows. Sentinel can allow or deny individual flows, issue short-lived budget leases that permit anchors to process smaller flows locally, and automatically halt all participating anchors if a configured safety threshold is breached. Network activity can then only resume following administrator review and authorization.
These safeguards are designed to limit the potential impact of abnormal activity and provide an additional layer of defense beyond the underlying network and anchor infrastructure.
We did not receive communication from the party responsible for the incident following our previous statement. We will therefore continue pursuing all available recovery and legal measures, including working with the appropriate authorities, continuing efforts to identify, trace, and recover affected assets, and evaluating potential recovery options available under our cyber insurance policy.
Any funds recovered through these efforts will be used to purchase KTA and replenish the Strategic Reserve for the funds used to restore affected account balances. These recovery efforts will continue independently of the restoration process and the resumption of network operations.
The events of the past week have resulted in substantial improvements to Keeta’s security infrastructure. We are confident that the network is significantly stronger as a result of the changes we have implemented, and we are excited to resume our work alongside our partners toward Keeta’s mission of unifying global money movement.
We sincerely appreciate the patience, support, and trust of our community and partners throughout this process.
Dr. Ocktopus retweeted
Statement Regarding the Keeta Security Incident
To the party responsible for the recent attack against Keeta:
Our investigation has progressed substantially, and we have collected evidence identifying the party responsible for the attack.
This includes IP addresses associated with your internet connection and infrastructure used during the attack, including VPN and VPS services; the user agent and technical environment used to make unauthorized requests; email addresses associated with the activity; software and infrastructure providers used in carrying out the attack; and additional identifying information that we are not disclosing publicly at this time. All relevant evidence has been preserved and is being provided to the appropriate parties.
We are offering you an opportunity to resolve this matter directly.
Return all funds obtained as a result of the Keeta attack within 72 hours of this statement. We will accept repayment in KTA, ETH, or USDC. Funds can be returned to the following address on Base:
0xc439eba7E79496F42e996F7EbD5835934f56bec6
Upon the complete return of the funds, we are willing to discuss an appropriate bug bounty in recognition of identifying the vulnerability and work toward resolving the matter without pursuing further legal action.
You may contact [email protected] to discuss the bug bounty and coordinate the return of funds.
This offer is conditioned on the full return of the funds and cooperation necessary to verify that the matter has been resolved.
If the funds are not returned within the 72-hour period, we reserve all rights and will continue pursuing available legal and recovery measures.
We encourage you to use this opportunity to resolve the matter constructively.
Dr. Ocktopus retweeted
Remember when Bitcoin went to $3,600 4 months ago and people said it was “dead?”
I remember.
Dr. Ocktopus retweeted
Everyone talks about $KTA as a gas token.
That's the smallest part of the story.
The real value driver is what happens when trillions in value start moving through Keeta as the interchange layer between networks.
Here's the actual thesis, broken down
👇
The security budget
If Keeta connects multiple networks and becomes the on/off ramp between them, institutions moving serious volume have a direct incentive to hold a control position in the asset securing that network.
Same logic as a manufacturer taking a stake in a critical supplier. You don't just use the rail, you want skin in the game that secures it.
A recent paper on Ethereum highlighted this exact gap: ETH's market cap is a fraction of the value it actually secures. That arbitrage won't go unnoticed twice.
👇
The fee burn (thesis, not confirmed)
Worth modelling: if Keeta charges fees on value moved and burns them rather than distributing to validators,
1bp fee on $1T moved over 12 months = $100M in fees.
Burned, that's $100M of KTA permanently removed from supply every year, at that volume. Scales with adoption, not a fixed schedule.
Not a confirmed mechanic yet — but worth tracking if/when fee structure is announced.
👇
The velocity multiplier
Volume ≠ money moved once.
Take remittances: $100 sent from the US to Pakistan might cross 3-4 corridors — FX conversion, intermediary settlement, local payout rail.
$100B in underlying transfers can generate $500B+ in actual network volume, because the same funds touch the network multiple times on the way to the end recipient.
This is why "network volume" and "money in the system" are different numbers and why the second one understates the real throughput.
Stack all three:
→ Rising institutional demand to hold KTA (security)
→ Shrinking supply (burn, if confirmed)
→ Volume structurally larger than money actually moved (velocity)
None of this is hype. It's mechanics, if the network actually gets used the way it's being built for.
$KTA @KeetaNetwork @schenkty @askgroupae
Dr. Ocktopus retweeted
One of my pet peeves in the blockchain industry are specialist chains — and the logical fallacy surrounding them.
We need $HYPE and $ASTER for trading, because there are simply too many orders for a generic chain to handle the volume
We need @arc and @tempo, because predictable fees and fast finality are simply impossible elsewhere — definitely not just to make our shareholders happy
We need $PLUME for RWAs, because… why do we need it again?
What you need is one good chain that can do its job at scale: Move value.
I remember being at a VIP side event where supposed “experts” were asked rapidfire questions:
“One chain to rule them all? Yes/No”
The stage was filled with the quickest drawn “No” signs that session has seen. Only the lady representing Visa hadn’t answered and instead declined the question.
I found myself standing up and my emotions must have been showing because this guy next to me was giving me a weird look.. idiots
I just found this statement so incredibly stupid. These supposed experts, and really not just them but everyone, is ignoring the most fundamental law of the internet:
The network effect.
It’s what made the giants like Facebook, Apple, Amazon, and… Google into the who they are today and this is precisely what will make @KeetaNetwork the largest financial innovation of the web3 era.
$KTA
Web3 startup @KeetaNetwork recently demonstrated its capability to scale over 11M transactions per second!
This post shows how Spanner, Cloud Run, and Google Cloud helped it build this next generation architecture, optimized for scale and reliability ↓ cloud.google.com/blog/topics…
Dr. Ocktopus retweeted
$KTA Ayyyyyyy-ohhhhh.
➡️Base case $3-8.
➡️Bull case $15-$40
🤔Mega Max bull $60-$130 👀👀👀👀👀👀
current price $.16👇
Dr. Ocktopus retweeted
Keeta didn’t just announce a new project.
They partnered with a member of the Al Nahyan family, one of the wealthiest and most influential families in the world.
Technology matters.
Influence matters too.
When you’re trying to modernize payments, move real-world assets on-chain, and build financial infrastructure across multiple countries, relationships matter.
Billions of dollars in volume attract attention.
Banks.
Institutions.
Payment companies.
Liquidity providers.
Everyone wants to be where the activity is.
The commodities are the headline.
The influence behind this partnership may end up being the bigger story.
@KeetaNetwork $KTA @askgroupae
Dr. Ocktopus retweeted
H.H Ahmed Bin Sultan Bin Khalifa Bin Zayed Al Nahyan On Instagram about the Keeta $KTA joint venture:
''It is a pleasure to begin this journey with Keeta, led by CEO Ty Schenk and supported by former Google CEO Eric Schmidt.
The UAE has always been a place that inspires ambition, innovation, and long-term thinking, and we are proud to play our part in that story. Through this partnership, we look forward to working hand in hand to contribute to the UAE’s vision while helping strengthen cross-border connectivity and unlock the potential of real-world assets through technology.
This is only the beginning, and I am excited for what we can build together for the benefit of our nation and beyond.''
$KTA
Dr. Ocktopus retweeted
Even on weekends, the #KEETA team continues to ship releases!! Here is V0.0.77
Link: github.com/KeetaNetwork/a…
These steady releases are what I love seeing….no big marketing push, just solid work on the rails that make everything click in real life!! Plaid tweaks, FX fixes…it’s the plumbing powering the kind of seamless transfers I’ve been testing with Keeta Personal over the last week.
This is why I’m always paying attention to these GitHub releases…none of this work is too small!! The work happening behind the scenes is just as important to any announcement that will be made.
Every integration, infrastructure upgrade, SDK release, banking connection, and payment rail expansion strengthens the foundation that future growth will depend on. The flashy headlines may grab attention, but it's the consistent execution that turns potential into reality.
The bigger the opportunity, the stronger the infrastructure must be to support it and #KeetaNetwork is building that exact network.
To me, v0.0.77 isn’t the story. The story is the pattern.
Week after week, the $KTA team keeps tightening the bolts, improving the rails, and expanding the foundation so when a major announcement eventually arrives, the network will be ready to support it from day one…
It just feels like we are on the Verge of something big here and clearly the “BIG GUY” announcement is what everyone is talking about!!
🤙
Dr. Ocktopus retweeted
52 bank-account rails to @KeetaNetwork
The snowball effect in progress.
keeta:native
Everyone saw the headline:
Keeta added 52 bank-account rails.
But the more interesting part is what the code did with them.
PR #333 did not create a separate rail category.
It added 52 new entries into the existing FiatPushRails type.
That matters.
Before these May releases, the confirmed list had 17 push rails.
Then v0.0.69 added RTP_PUSH.
Then v0.0.71 added 52 more bank-account rail entries.
Current total: 70.
One type.
One rail vocabulary.
One place for builders to reference fiat push paths in code.
That is the part most people will miss.
The headline is "52 new rails."
The architecture story is Keeta collecting fragmented fiat rails into one typed vocabulary.
This is one way legacy payment rails start to feel less like one-off integrations and more like shared infrastructure.
Not a press release.
A type definition.
FiatPushRails.
#KeetaNetwork #Anchor #FiatPushRails $KTA
Dr. Ocktopus retweeted
The @KeetaNetwork just moved United Arab Emirates Dirham (AED) onchain. I wonder what's next.
keeta:native
Dr. Ocktopus retweeted
$KTA Resistance ($.19 - $.26): If KTA can maintain its momentum and push past $.26 (turn it into a support floor), it would officially flip @KeetaNetwork broader macro market structure back to HEAVILY BULLISH. Does the launch of Keeta Personal break the trend?
Dr. Ocktopus retweeted
Expected to become one of Canada's largest AI gigafactories.
320 MW. 100,000+ GPUs. Executed grid connection in Greater Toronto.
The longest-tenured CFO in the sector doesn't hype. He builds.
Watch @hivedarcy break down what this means for HIVE and Canada's AI future. ⬇️
Dr. Ocktopus retweeted
One of the big misconceptions about keeta:native is that it's just another ramp provider bundled with a chain.
Keeta Anchors are much more ambitious than that. They're a protocol spanning every building block of a modern neobank.
FX, ramps, bridges, and many other providers are all accessible with one interface (with portable KYC between them!)
Yes, Keeta is running its own stablecoin ramps, but that's just one piece of the puzzle
Anyone can come in and plug in their own service
Dr. Ocktopus retweeted
Canada invented modern AI.
Then rented the compute back from foreign countries for fifteen years.
That era is over.
@BUZZHPC just announced a 320 MW AI gigafactory in the Greater Toronto Area.
🧵
Dr. Ocktopus retweeted
$35M AI revenue today.
$200M is the target by year end.
President & CEO @AydinKilicHIVE broke down HIVE's path to get there live on @FoxBusiness.