Always wear your winter jacket and sunglasses, putting 80% of my portfolio in safe assets and 20% in high risk assets. NFA, DYOR.
Joined June 2025
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Pinned Tweet
Here is a breakdown of my portfolio, many thanks for @TheLongInvest @mikealfred @alc2022 - They don't always agree with each other but I'm doing my own research before investing. NFA.
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The Cautious Investor retweeted
Remember this price when you had a chance to grab babylon:native
Bookmark it 🟠🟠🟠
4
9
112
The Cautious Investor retweeted
🟧
@Babylonlabs_io’s proposal to enable native BTC as collateral on @aave V4 just passed the ARFC vote.
A significant milestone for the BTCFi ecosystem.
At Cradle, we’re building native BTC options powered by TBV.
More native BTC financial products are taking shape.
The Cautious Investor retweeted
Congrats to the @babylonlabs_io team and @baby_fisherman this is a huge milestone.
After this vote native $BTC will be used as collateral to borrow on @aave for the first time.
Everyone wants to put native Bitcoin to work, but no one wants wrapping, bridging or middlemen touching their BTC.
Babylon’s TBV technology will become the gold standard for users and institutions wanting to earn yield on their terms.
The Cautious Investor retweeted
bitcoin:native's listing for productivity approved!
Through Babylon Trustless Bitcoin Vaults (TBV) protocol, ANY BTC holders can now directly access @aave , one of the largest and best credit markets, without any wrapping, bridging, tri-party escrow, nor transfer of custody or title of any sort. Trustless and self-custodial, just like Bitcoin staking.
Simply pick up your existing hardware/software/MPC wallet or custodian, lock BTC self-custodially, then you can:
- borrow stablecoins directly from @aave V4 at competitive variable rates
- borrow stablecoins at fixed rates using @aegis_im
- sell covered calls using @Cradle_DEX
- delegate your borrowing power to your favourite risk and yield manager for native BTC yield. No need to send your BTC to them unless you want to.
- access new premium credit products we are cooking such as liquidation-free borrowing.
Being on-chain, non-custodial, and composable, TBV also unlocks new businesses and products for exchanges, neo banks, asset managers, and OTC desks.
Interested? Let’s talk!
The Cautious Investor retweeted
$DCTH
'The holy grail setup
When you know, you know.'
+80% YTD now
Biotech, I see you moving against the market....
The Cautious Investor retweeted
📅 @SolunaHoldings Sets Q3 2026 Results and Conference Call for Monday, November 16 📅
⚡ Monday, November 16, 2026: $SLNH will release its third quarter financial results
⚡ 5:00 p.m. Eastern Time: conference call and webcast, with a phone dial-in option for live Q&A
Soluna’s Q3 2026 earnings call is on Monday, November 16 at 5:00 PM ET.
Register for the webcast or dial in for live Q&A: solunacomputing.com/news/q3-…
$SLNH
The Cautious Investor retweeted
babylon:native is one of the few tokens whose not trying to compete with #Bitcoin but actually help to build and develop the network itself..Satoshi would be proud 🟠🟠🟠 ₿TCfi
The Cautious Investor retweeted
@babylonlabs_io's TBV proposal reaching the Aave DAO Snapshot vote is a milestone for BTCFi.
It's more than adding another collateral option. It's about opening a path for native Btc to participate in DeFi lending through established protocols.
Looking forward to the next steps
The Cautious Investor retweeted
A big proposal for Aave goes live for voting tomorrow:
Aave V4 could become the first major lending protocol to accept native Bitcoin as collateral.
Very much looking forward to being able to borrow USDC against native BTC in DeFi.
AAVE SETS VOTE ON STABLECOIN LOANS AGAINST NATIVE BTC
@aave’s V4 proposal uses Babylon vaults to keep BTC on Bitcoin. Voting starts Nov. 6; market activation would need a separate onchain vote.
Read more here:
thedefiant.io/news/defi/aave…
The Cautious Investor retweeted
AAVE SETS VOTE ON STABLECOIN LOANS AGAINST NATIVE BTC
@aave’s V4 proposal uses Babylon vaults to keep BTC on Bitcoin. Voting starts Nov. 6; market activation would need a separate onchain vote.
Read more here:
thedefiant.io/news/defi/aave…
The Cautious Investor retweeted
Babylon | Aave DAO, 네이티브 Bitcoin 담보 Snapshot
Aave DAO가 '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' Snapshot 투표를 시작했습니다.
👉 snapshot.box/#/s:aavedao.eth…
ALT KR Babylon 2118387212483952696 v2
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
I've been waiting to see Babylon reach this point. Getting native $BTC collateral into Aave V4 would be a big deal for Bitcoin holders. Really hoping the DAO backs this proposal.
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
Crypto options have been gaining ground.
Recent volatility is putting them in focus.
Perps led the way.
Options are NEXT.
Eyes on native BTC options.
Powered by @Babylonlabs_io’s TBV.
The Cautious Investor retweeted
Will BTC be listed on one of the largest on-chain credit markets? Fingers crossed!
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
Native BTC is one step closer to becoming collateral on Aave V4, with the DAO vote starting tomorrow.
In a few weeks, we’ll join @babylonlabs_io on their podcast (The Vault) to dig into our formal verification work on parts of the Trustless Bitcoin Vaults protocol.
Stay tuned!
JUST IN: Aave DAO Snapshot for '[ARFC] Onboard Native BTC as Collateral to Aave V4 via Babylon Trustless Bitcoin Vaults' is live.
Onboard native Bitcoin ($BTC) as collateral on the Aave V4 using Babylon Trustless Bitcoin Vaults (TBV).
Snapshot: snapshot.box/#/s:aavedao.eth…
The Cautious Investor retweeted
New multi-year contracts. Disciplined capital allocation. Flexibility to set our own pace of growth. Value at every layer of the platform.
Last quarter, AI Cloud revenue nearly tripled to $200 million.
Other highlights from our Q1 FY27 results:
- Total quarterly revenue increased 66% sequentially to $228 million
- AI Cloud quarterly revenue increased 182% sequentially to $200 million
- AI Cloud segment gross margin of 86%, in line with prior quarter
- Revenue backlog increased 22% sequentially to $20.3 billion; approximately two-thirds with investment-grade counterparties
- More than $4 billion ARR target is fully contracted and fully funded
- Expanded contract with Leading Frontier AI Lab post-quarter end
Listen to our conference call at 5:00 p.m. ET today: edge.media-server.com/mmc/p/…
Read more: iren.gcs-web.com/static-file…
