Looking to support and grow projects I believe will make a difference
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Joined May 2018
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SilverCipher 🇬🇧 retweeted
We’re looking for exceptional Enterprise Account Executives with experience selling AI, payments, or enterprise technology products.
We’re operating in wartime mode with a burn-the-ships mentality. We move with extreme urgency, hold ourselves to exceptionally high standards, and are relentlessly focused on success. We’re looking for hungry, ambitious people who want to set the pace rather than follow it.
If this sounds like you, please send me a DM!
SilverCipher 🇬🇧 retweeted
$KTA MONTHLY UPDATE 🧵
There's a lot going on here so apologizes for the long post.
SUPPLY: Continues to approach a major inflection point.
Current circulating supply: ~633M KTA
Genesis wallet: ~367M KTA
Treasury wallet: ~100M KTA
Projected long-term treasury: ~375M KTA
Maximum supply: 1B KTA
At the current distribution rate of approximately 16M KTA per month, the Genesis wallet should decline from 367M to roughly 275M around April/May 2027.
Here's why that matters:
367M Genesis + 100M Treasury = 467M.
After approximately 92M more tokens are distributed, the Genesis wallet would have ~275M remaining. Combined with the existing treasury, that's the 375M long-term treasury target.
In theory, this marks the end of the remaining Genesis distribution.
If 375M tokens move into the treasury and genuinely held long-term, a significant source of future distribution-related sell pressure could disappear.
This is one of the most important supply developments to watch over the next 6 months. Actual wallet movements and treasury restrictions will matter more than promises.
THE BIGGEST UPCOMING CATALYST: ASK GROUP
@askgroupae and Keeta have announced a joint venture targeting a 2027 launch of a public commodities exchange.
The ambition is substantial:
• Tokenization of Gulf commodities, including oil, gold, silver and copper.
• Tens of billions of dollars in underlying physical assets.
• Cross-border payments throughout the GCC and beyond.
• Fractional ownership and around-the-clock settlement.
• Physical assets backed 1:1 by audited custody.
If ASK translates this into real trading activity, settlement and asset transfers, Keeta could see meaningful transaction growth. Millions of daily transactions become a possibility worth watching.
LAYERZERO + BIVO: THE FINANCIAL RAILS
The July partnership between @LayerZero_Core and Keeta is another important development.
The objective is to make tokenized commercial bank deposits transferable across multiple chains (to start)
• $KTA
• $ETH
• $SOL
• Base
Bivo provides the bank-deposit backing infrastructure for the digital currencies.
Nine fiat currencies are part of the announced initiative, including USD, EUR, GBP, JPY and AED.
This could open the door to institutional treasury management, cross-border settlement and real-world payments across multiple networks.
The important next milestone is seeing these rails move from announced infrastructure into meaningful production usage.
THE BIGGER PICTURE:
Keeta is positioning itself around several major financial markets:
• ASK Group — Commodities and RWA tokenization.
• LayerZero — Cross-chain connectivity.
• Bivo — Bank-backed digital currencies.
• Stripe/Bridge — Fiat on/off-ramp infrastructure.
• Keeta Personal — Banking, crypto and international payments.
• Keeta Business — Business payment infrastructure.
THE KTA VALUE ACCRUAL THESIS
The long-term thesis is that actual network usage can translate into value for KTA.
Keeta has outlined an anchor-revenue mechanism that directs a portion of revenue toward KTA buybacks and permanent burns.
Combine that with:
Reduced future Genesis distribution.
A potential 375M long-term treasury.
Stablecoin and cross-border payment adoption.
ASK Group's potential commodities exchange.
Growing anchor and institutional activity.
There is a compelling potential convergence of supply reduction and increasing demand.
WHAT I'M WATCHING
Treasury growing toward 375M and evidence of long-term restrictions.
ASK Group's progress toward its 2027 exchange launch.
LayerZero/Bivo moving into production.
Actual daily transactions, stablecoin volume and anchor activity.
Evidence that network revenue is translating into KTA buybacks and burns.
The next chapter for Keeta needs to be about execution.
The infrastructure and partnerships are being assembled. The supply picture is approaching an important transition.
Now we need to see real financial activity arrive on-chain.
That's what ultimately matters for $KTA. 👀
SilverCipher 🇬🇧 retweeted
Keeta: The Quiet Layer Moving Global Money
Some projects shout. Keeta just moves.
Keeta calls itself the unifying layer to modernize global finance. It is a Layer-1 blockchain built to connect traditional payment systems and blockchain networks, aiming at the slow, costly rails of legacy transfers like SWIFT.
How it works
1. One network, many rails. Its site names SWIFT, Visa and crypto as the rails it unifies, and its Anchor feature lets any blockchain join the network for cross-chain asset transfers.
2. Built for speed. It uses a Directed Acyclic Graph (DAG) with Delegated Proof of Stake. DAGs process transactions in parallel, and the project claims up to 10 million TPS. That's a project claim, so say "targets" in your post.
3. Compliance by design. It's aimed at financial institutions and enterprises that need to meet regulatory requirements, which is why the site pitches institutions on APIs for high-volume transactions under strict global compliance.
4. Governance through $KTA. KTA is used for governance and staking, with holders choosing representatives who vote on their behalf. Supply is capped at 1 billion.
Who it serves
•Institutions: modernize legacy stacks with flexible APIs
•Fintechs: launch custom cards, wallets and payment flows "in weeks, not years"
•Developers: docs, SDKs and a sandbox
Products
•Keeta Personal: one account for payments, crypto and investments, with multi-currency holdings and yield
•Keeta Business: global on-chain business payments
•Keeta Checkout: an embeddable widget for online payments
Why it's turning heads
•Partners shown on the site: Google Cloud, Kraken, LayerZero and ASK
•Its pinned post announces a joint venture with UAE-based ASK Group to tokenize tens of billions of dollars of commodities and modernize cross-border payments across the GCC
•Former Google CEO Eric Schmidt invested and serves as a strategic advisor
Closing line
@KeetaNetwork isn't trying to replace the financial system. It's quietly teaching every part of it to speak the same language.
SilverCipher 🇬🇧 retweeted
$KTA @KeetaNetwork Stable coins on the Keeta network allow anyone to hold multinational currencies, exchange one currency for another, and send/recieve money globally. Under a second. For less than 1 cent.
SilverCipher 🇬🇧 retweeted
We are heading toward November 30, and the pieces across institutional finance are lining up faster and faster.
Yesterday, Cameron from LayerZero shared an update regarding 21X, a regulated European exchange in Frankfurt.
LayerZero proved that an on chain order book can match 10,000 tokenized stock orders per second with zero off chain matching.
When explaining the architecture, Cameron pointed out that institutions need private infrastructure for end to end control of their stack, while the permissionless base layer provides universal connectivity.
What caught my attention is what Ty Schenk published just 16 hours earlier in his 2026 Annual Letter.
Ty outlined how private institutional ledgers operate within their own environments, while connecting through a shared network to move value and settlement across boundaries.
In that exact same letter, Ty explicitly confirmed LayerZero as a core integration rail alongside Base, Bridge, and Visa Direct.
When you look at both announcements, the connection starts to make sense: LayerZero is building the high speed trading engine for tokenized stocks and bonds alongside market makers like Citadel Securities, but trading venues still need a public highway to settle real commercial bank money.
With November 30 approaching for the launch of Open ATLAS, followed by December 15 when legacy liquidity pools permanently retire, the timing of these announcements does not feel accidental.
I am kind of curious where this leads as we head into the end of November, watching these different institutional pieces slowly move toward each other.
Just observing the architecture and watching the pieces assemble.
nitter.gq/cameron_nili/status/21…
$KTA @KeetaNetwork #Keeta #Fintech #Crypto
An inflection point for private blockchain infrastructure in capital markets.
Exciting to see our work come to life on scaling private infrastructure to the speed & efficiency that institutions demand, in collaboration with @tradeon21x.
While permissionless at the base layer will persist for universal connectivity, this is a novel approach built for use cases requiring end to end control of the stack.
A big moment!
SilverCipher 🇬🇧 retweeted
Your AI assistant is about to get a wallet. Mastercard's OpenAI partnership puts tokenized cards inside AI agents, per its earnings call. The catch, per its CEO: consumers must trust the agent, and merchants must be discoverable to one. Networks want to be the checkout layer.
SilverCipher 🇬🇧 retweeted
Hi, Keeta keeta:native is also available on @Revolut #Crypto , so feel free to trade there too.
#CryptoTrading @Revolut @KeetaNetwork keeta:native
SilverCipher 🇬🇧 retweeted
Vaults with tokenized bank deposits you say @googlecloud ? 🏦🔒
Sounds familiar
And you invited to @KeetaNetwork to this (invite only) MPC conference where this product was revealed?
$KTA
SilverCipher 🇬🇧 retweeted
What do we really need? A budget for roofers, midwives, electricians, plumbers, bricklayers, mechanics, farmers, fishermen, hairdressers, market traders, lorry drivers, postmen, factory workers, nurses, engineers, soldiers, carers, teachers, bin men, shopkeepers, entrepreneurs, pub landlords, the self-employed and more.
For the people who keep our economy running, who keep our country going.
Not the indolent, not the scroungers, not the foreigners.
But the workers. The ones getting up at 5.30am, struggling to get the kids ready for school on time. Constantly thinking, worrying, stressing. Putting in the hours to provide for their family.
Sometimes moaning, but always doing. Always working. Always trying. The real working class.
That's who I'm backing, and that's who Restore Britain is backing.
SilverCipher 🇬🇧 retweeted
$KTA 👁👁
AI in Defense Tech and other regulated industries comes with high risk.
The reason? The Runtime Verification Gap.
Accrediting the environment is not the same as accrediting the computation.
In defense, banking, health systems, insurance - once an AI model encounters live data across regulated cloud or edge nodes, real-time verification breaks down - creating massive compliance, safety, and operational risk.
We just published our research thesis on how to bridge this gap and unblock critical AI deployments.
That’s what Ziru Labs is doing.
Inside the paper, we cover:
🔹 Why pre-deployment testing fails at the edge
🔹 The true cost of unverified runtime AI in defense & regulated cloud environments
🔹 An architectural framework for continuous, real-time verification that unlocks autonomy from the defense edge to autonomous pay agents.
Ziru Labs CEO @danmartinceo and Jan de Voor (PhD student, Graduate Research Assistant, TigerSec Laboratory at Clemson University) lay it out point by point.
📄 Read the full paper: (Link in the first comment 👇)
#DefenseTech #GovTech #InfoSec
SilverCipher 🇬🇧 retweeted
I earn £100 grand a year.
I have a detached house. 2 cars and my wife is a full time home maker.
I can just about afford this. I probably couldn’t afford the house I own if I was buying for the first time today.
My salary puts me in the top 5% of earners in the UK.
Top 5% to have a similar standard of living to Homer Simpson.
That is a disgrace.
We have a flatter salary distribution than Soviet Russia and the highest taxes and borrowing costs we’ve seen in generations.
Success is almost impossible because our tax system means hard work makes you a stressed out tax cow, not wealthy and certainly not free.
We need something radical.
Less state.
More family.
Less handouts.
More reward for risk.
Instead. Tomorrow, Labour will offer another batch of policies which will send one message to aspirational Brits: why bother.
I read a piece in the FT this week about the price of being middle class in Britain now and it said a couple earning £436,000 combined take home £216,000. That’s a crazy amount of tax, and it doesn't include VAT on purchases, council tax, stamp duty or other taxes (I think does include pension contributions). I can’t stop thinking about it.
SilverCipher 🇬🇧 retweeted
In 2014, 888,246 ceramic poppies were arranged around the Tower of London to mark the centenary of the outbreak of the First World War.
Each one represented a British or Commonwealth service person who lost their life in the conflict, a profoundly moving and beautiful tribute.
We will remember them.
SilverCipher 🇬🇧 retweeted
Ma thèse sur $RAIL :
J'étais bullish sur la privacy au début du précédent cycle. Trop tôt, du coup j'ai été déçu, j'ai fade puis j'ai été sidelined.
Mais je reste convaincu que la Privacy et la DeFi vont occuper une place importante dans les prochaines années, notamment avec l'adoption institutionnelle et la multiplication des activités financières onchain.
Le problème, c'est que les acteurs obvious en privacy comme $ZEC, $XMR, et en DeFi $AAVE, $MORPHO (que j'aime bcp d'ailleurs) ont déjà des valuations importantes et que je cherchais quelque chose avec davantage d'asymétrie compte tenu de la size limitée que je voulais allouer.
👉 C'est là que $RAIL m'intéresse, c'est de la privacy sur la DeFi
J'avais déjà fait un petit multiple dessus en 2025, thanks to @Cryptogether_ qui m'avait mis sur le dossier à l'époque.
Pour ceux qui connaissent pas, $RAIL développe une infrastructure permettant d'interagir avec la DeFi de manière confidentielle grâce aux Zero-Knowledge Proofs, directement sur Ethereum et d'autres réseaux EVM.
L'intérêt, c'est qu'on ne parle pas simplement d'un privacy coin permettant de transférer des fonds confidentiellement, mais d'un protocole qui permet de mettre de la privacy sur ses actions DeFi: masquer ses balances, swaps, transferts, stratégies de yield, etc.
$RAIL n'a pas encore réellement connu de giga pump paraboliques, encore trop jeune au cycle précédent et il possède déjà un produit fonctionnel avec une réelle utilisation.
+ Les KPI sont en croissance
→ ~$110M de TVL
→ ~$14M de fees cumulés depuis le lancement
→ ~$4,2M de revenus annualisés sur les 12 derniers mois (et ça augmente)
→ 70% de la supply staké
Et surtout, le protocole possède un véritable mécanisme de token value accrual : Les frais générés par l'utilisation de RAILGUN alimentent une trésorerie onchain dont une partie est redistribuée aux stakers de $RAIL toutes les deux semaines.
J'me suis exposé il y a quelques jours à 132M car la chart est vraiment bullish malgré la periode + il y a un catalyseur qui arrive :
Kohaku, une initiative de l'écosystème Ethereum visant à faciliter l'intégration de fonctionnalités de confidentialité directement dans les wallets.
C'est potentiellement énorme.
✅ Le scénario bullish est donc assez simple :
Amélioration de l'UX → intégrations wallets → + d'utilisateurs → + de volume → + de revenus → + de revenu share → buy pressure pour $RAIL → + de staking → - de selling pressure
T'ajoutes à ça l'expansion des stablecoins, des RWA et de la DeFi institutionnelle, qui auront eux aussi besoin de solutions de confidentialité.
Évidemment, ce scénario repose sur une adoption qui reste à démontrer. Kohaku n'est pas exclusif à RAILGUN, la concurrence existe, les risques réglementaires sont réels et davantage de revenus ne garantit pas mécaniquement une hausse du token.
Mais pour un protocole déjà fonctionnel, générant plusieurs millions de dollars de revenus annuels, avec une FDV à seulement 150M et un marché potentiellement monstrueux, ça se joue.
Ma thèse, c'est que la Privacy va progressivement passer d'un narratif spéculatif à une infrastructure indispensable de la finance onchain.
Et si RAILGUN devient l'une des principales solutions utilisées pour apporter cette confidentialité à la DeFi, la valorisation actuelle pourrait paraître relativement faible dans quelques années.
Vu la performance récente du narratif Privacy et le potentiel de croissance de la DeFi (qui reste l'une des seules véritables utilités de la crypto, disons-le mdr), j'pense que ça se joue.
J'ai récemment ajouté deux nouveaux bags à mon portefeuille moyen/long terme : ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d et ethereum:0xc50673edb3a7b94e8cad8a7d4e0cd68864e33edf
Deux positions sur des narratifs très différents, mais avec une logique assez similaire : m'exposer à des secteurs auxquels je crois, sur lesquels je ne suis pas exposé, avec un R/R que je trouve intéressant et suffisamment de potentiel pour justifier un hold de plusieurs mois, voire plusieurs années.
J'vous explique mes thèses dans des prochains tweets.
En attendant mon portefeuille moyen/long terme ressemble maintenant à ça :
$BTC — Crypto / Value
$HYPE — Perps / RWA
base:0xa4a2e2ca3fbfe21aed83471d28b6f65a233c6e00 — AI / RWA
ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d — Privacy / DeFi
$NEET — Memecoin
ethereum:0xc50673edb3a7b94e8cad8a7d4e0cd68864e33edf — Digital Art
SilverCipher 🇬🇧 retweeted
Privatize any token on ETH with RAILGUN.
Swap them privately with RAILGUN.
Use any DeFi app with RAILGUN.
Earn Morpho yield with RAILGUN.
Lend/Borrow fxUSD with RAILGUN.
Trade on Hyperliquid with RAILGUN.
Earn tri-token rewards with $RAIL
SilverCipher 🇬🇧 retweeted
$KTA The Keeta stablecoins represent actual commercial bank deposits, not a managed reserve of Treasuries.
Each token is 1:1 backed by funds sitting in a regulated account at the issuer.
You redeem against that specific bank money.
Most existing stables are a claim on a portfolio the issuer holds. Keeta’s are a claim on the deposit itself, issued across multiple currencies, with the issuer keeping control via the OFT design.
The LayerZero leg should go live this week, they supply the pipes that allow Keeta stablecoins to live and move wherever institutions are.
SilverCipher 🇬🇧 retweeted
base:0xc0634090f2fe6c6d75e61be2b949464abb498973 has been nonstop shipping. @schenkty delivered on everything, and stablecoins were way ahead of schedule. LETSSGOOO
Looks like we are seeing stablecoin conversions on Keeta!
EverlastingMoon shared a screenshot in the Discord showing a conversion from KBUSD to KBCAD through the Keeta wallet.
The screenshot only shows the conversion quote, not a completed transaction, but according to EverlastingMoon, the swap went through.
Things are getting interesting heading into November. 👀
@KeetaNetwork $KTA
SilverCipher 🇬🇧 retweeted
$KTA 👇 Probably need to start paying attention to the below tweet by LZ. Settlement layers and rails to convert multiple chains, fiat and stables. 11m+ TPS with built in compliance.
nitter.gq/LayerZero_Core/status/…
The world's largest institutions need a cash management system that works across fiat currencies and public blockchains.
@KeetaNetwork is solving that problem by introducing tokenized commercial bank money, built on LayerZero's OFT standard.
