Yair Cleper

Yair Cleper@yaircleper · 16 days agoOpinion output

@lavanetxyz https://t.co/5nzBytNhez

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AI: Continues the public long-term stance, emphasizing execution efficiency and industry direction.

Yair Cleper@yaircleper · 16 days agoOpinion output

Germany threw away 2,700 GWh of solar last year. 573 hours of negative electricity prices. Nowhere to put the power. The fix is batteries. The bottleneck is financing. @lavanetxyz Tokenization Sandbox just went LIVE with its first energy deployment: Electric Blue targeting up to €500M in tokenized financing for battery storage across Germany. The first facility: a battery that powers a small town for ~3 hours. Online ~late 2026. Full scale: enough storage for a mid-size city's evening peak (~580 MW / 1,750 MWh). Only since June there are 40+ institutional applications. Real estate, payments, bonds, commodities. Tokenization doesn't change the battery. It changes who can fund it, and how fast. 🌋 Link for @DefiantNews in the comments

139661

AI: Continues the public long-term stance, emphasizing execution efficiency and industry direction.

Yair Cleper@yaircleper · 17 days agoPolicy impact

There are moments when you sit in a room and feel you're part of history. This week, the board of BitCore Capital convened for the first time. Around the table: the 10th President of Israel @RuviRivlin, 17th Commissioner of the Israel Police Yohanan Danino, founder of Israel's Anti-Money Laundering Authority Yehuda Shaffer, and former Minister of Science & Technology @Izhars7. This is not another fintech board. It's a statement: trust first, regulation first, and only on that foundation, technology. We were working on a shekel stablecoin. Crypto-backed lending. Regulated payment rails. Huge credit to Yudi Lazar for assembling this team. With a lineup like this, the sky is the limit. We're off 🇮🇱

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AI: Policy-driven commentary with emphasis on compliance rollout and clearer rules.

Yair Cleper@yaircleper · 2026/07/16Opinion output

@bneiluj Won’t let you fly my plane bro

100251

AI: Continues the public long-term stance, emphasizing execution efficiency and industry direction.

Yair Cleper@yaircleper · 2026/07/11Sector impact

RT @lavanetxyz: AppLayer now uses Lava RPC. 🌋 @AppLayerLabs is building blockchain infrastructure for Business Operating Systems: environm…

01408

AI: Theme-oriented investment view, reinforcing conviction in infrastructure and new narratives.

Yair Cleper@yaircleper · 2026/07/11Market impact

RT @kidponga: $SKHY opened on the Nasdaq @ $170 Bloomberg indications were it would open ~$174 (+2.4% miss) @tradexyz 's SKHY pre IPO perp…

023027

AI: Focused on platform operations and ecosystem expansion, highlighting long-term gateway positioning.

Yair Cleper@yaircleper · 2026/07/11Sector impact

We talk a lot about tokenization. We still don’t grasp the liquidity it unlocks, and what 24/7 markets actually mean. Quick test: when the Iran conflict escalated over a weekend, oil markets were closed. Oil perps on @HyperliquidX weren’t. Price discovery happened on-chain, hours before TradFi opened. Now apply that to energy assets themselves. Batteries, grids, infrastructure. Fractional, liquid, always on. That’s the real story here 🌋

101164

AI: Theme-oriented investment view, reinforcing conviction in infrastructure and new narratives.

Yair Cleper@yaircleper · 2026/07/10Opinion output

When you think about what’s missing in the stack (hallucination, latency etc.) Definitely mind blowing

001156

AI: Continues the public long-term stance, emphasizing execution efficiency and industry direction.

Yair Cleper@yaircleper · 2026/07/08Opinion output

https://t.co/gONqOrVqGk

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AI: Continues the public long-term stance, emphasizing execution efficiency and industry direction.

Yair Cleper@yaircleper · 2026/07/08Policy impact

so @Cloudflare just did something most of crypto missed. Last week they launched the 𝗠𝗼𝗻𝗲𝘁𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗚𝗮𝘁𝗲𝘄𝗮𝘆. Any website, API, or app behind Cloudflare can now charge for resources on a per-request basis in stablecoins. No Stripe. No accounts. No checkout page. An HTTP status code from 1997, 402 𝘗𝘢𝘺𝘮𝘦𝘯𝘵 𝘙𝘦𝘲𝘶𝘪𝘳𝘦𝘥, finally doing its job. Why does this make sense for Cloudflare? Their CEO said it himself: 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝘁𝗵𝗲 𝗱𝗼𝗺𝗶𝗻𝗮𝗻𝘁 𝘂𝘀𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗶𝗻𝘁𝗲𝗿𝗻𝗲𝘁. Agents don't have credit cards. They pay per request, in milliseconds, or they leave. Cloudflare sits in front of roughly 20% of the web. 𝗧𝗵𝗲𝘆 𝗷𝘂𝘀𝘁 𝗽𝘂𝘁 𝗮 𝗺𝗲𝘁𝗲𝗿 𝗼𝗻 𝗶𝘁. But here is what almost nobody is asking. Every one of those payments settles on a blockchain. Millions of micropayments a day, verified and confirmed on-chain. 𝗧𝗵𝗲 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗿𝗮𝗶𝗹 𝗶𝘀 𝗼𝗻𝗹𝘆 𝗮𝘀 𝘁𝗿𝘂𝘀𝘁𝘄𝗼𝗿𝘁𝗵𝘆 𝗮𝘀 𝘁𝗵𝗲 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝘁𝗵𝗮𝘁 𝗿𝗲𝗮𝗱𝘀 𝗶𝘁. Ten weeks ago we watched $292𝗠 𝗱𝗶𝘀𝗮𝗽𝗽𝗲𝗮𝗿 𝗳𝗿𝗼𝗺 𝗞𝗲𝗹𝗽𝗗𝗔𝗢 because a verification network trusted the wrong data source. One more thought. 𝗔𝗱𝘀 𝗳𝘂𝗻𝗱𝗲𝗱 𝘁𝗵𝗲 𝗶𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝘄𝗲 𝘀𝗰𝗿𝗼𝗹𝗹. In an 𝘪̲𝘯̲𝘵̲𝘦̲𝘳̲𝘧̲𝘢̲𝘤̲𝘦̲𝘭̲𝘦̲𝘴̲𝘴̲ ̲𝘪̲𝘯̲𝘵̲𝘦̲𝘳̲𝘯̲𝘦̲𝘵̲, nobody sees a banner. 𝘗𝘢𝘺𝘮𝘦𝘯𝘵𝘴 𝘵𝘢𝘬𝘦 𝘵𝘩𝘦𝘪𝘳 𝘱𝘭𝘢𝘤𝘦, 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘷𝘢𝘭𝘶𝘦 𝘧𝘭𝘰𝘸𝘴 𝘣𝘢𝘤𝘬 𝘵𝘰 𝘵𝘩𝘦 𝘶𝘴𝘦𝘳𝘴 𝘵𝘩𝘦𝘪𝘳 𝘢𝘨𝘦𝘯𝘵𝘴 𝘸𝘰𝘳𝘬 𝘧𝘰𝘳. What do you think, is the settlement layer ready for internet-scale payments?

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AI: Policy-driven commentary with emphasis on compliance rollout and clearer rules.