DeFi has been under fire. Too much risk, too much rehypothecation. OG protocols with institutional connections + TVL are likely to re-rate higher bc they're not dependent on crypto native liquidity. I bought some $UNI this morning. I believe fee switch is inevitable bc at…
I also did some research into this $Aerostrategy coin and it’s legit Lead dev is Jeremy Chiaramonte, former CTO & Co-Founder of Kwenta which was acquired by Synthetix in 2024 Audit report for their new set of smart contracts is gonna be released soon according to their Telegram
$CYPR seems like a good narrative to me atm. It has way more volume as a crypto card than AVICI & almost as much as ETHFI, whose mcap is almost 100x more. I was early to AVICI, based on fundamentals CYPR feels early here as well, even tho is already pumped a bit.
With million volume $AVICI sitting at 36m With 33m volume $ETHFI sitting at 600m With 23m volume $CYPR sitting at 7m Calculate yourself, this coinbase backed project @Cypher_HQ_ is most undervalued project out there currently.
People trend towards whatever makes them the most amount of money. People will trend towards Edel. Huge, wide open market Do not fade
When the market bleeds, the panic begins. Charts red, spirits broken but not for the true degens. They don’t run back to fiat, they level up. Redefining how stocks work for you.
word on the street is that $orgo raised a bit from a16z and zfellows. virtual computer for ai agents. opened for public beta this week. part of the believe eco. currently at $5.8M. higher.
I have added to my $DREAMS position Next stop should be well above $100m I realized I didn't have enough when Coinbase's head of engineering was on their spaces x402 / erc 8004 Patriots are in control @daydreamsagents
this is the case with $cpt and I’m betting on being early to this , just search the ticker on X, check ‘most recent tab’ and how few posts there are had a convo with the soar team yesterday about how their launch model works— asked a lot of questions and got good detailed…
Hardest part early on: figuring out if you’re actually early or if no one cares. When there’s barely any info, no social signals, and the market’s lazy. You have to know whether it’s quiet because it’s early, or quiet because no one really cares (and won’t).
My experience clanking $LOOP on @farcaster: TL;DR: Massive thank you to @ljxie, @dwr, and @JackDishman for the white-glove treatment. What started as an x402 experiment became the Loops NFT mint taking over the feed last weekend. Then @dwr casted inviting builders planning to…
4/ BTC Levels to Watch • Range: $100,000 – $109,000 • Bias: Neutral → Bullish • Buy zone: Hold/add at $100k–$102k, strong buy at $93k • Resistance: $108k–$110k • Breakdown: Below $98k • Next support: $93k (Yearly Open) | Worst-case: $88,888 BTC broke $108k–$110k support…
.@variational_io is the best perp dex to be using right now imo best of both worlds: it's still pre-points (which means you're early) but already offers very deep liquidity and 500+ pairs with 50x leverage; new pairs are added automatically and permissionlessly like lighter,…
$orgo live working tech stack that allows agents to operate desktop computers like humans with funding by @a16z scout fund (potential entry to larger VC checks) $5 mil circ market cap (since 50% supply locked for 1 yr) seems quite cheap chart is clearing out a few $10 mil FDV…
Introducing @Orgo Orgo provides virtual computers for AI agents. Build computer-using agents and deploy them across thousands of instances in seconds. Now available for developers.
Being private while still regulatory compliant with 1click inside your favorite wallet is the future of privacy. $RAIL will show everyone how easy it is. Cant wait for next week demo on devcon🤯 NFA
Is MSTR a Ponzi? | Lyn Alden & Andy Constan youtu.be/BbgR5ceiqL4?si… via @YouTube On August 11th I recorded this podcast with @LynAldenContact and @_DannyKnowles I said $MSTR is Ponzi adjacent with a MNAV that would come down a lot. I mentioned $MTPLF and spent the last hour…
'dormant' meanwhile @bl0ckcreeper dev has been building in front of a tg of believers for the past 6 months. key fact; Creepers stay silent until they explode catching those who were not aware off guard
$bkcr (@bl0ckcreeper) up 6x to $1.4M, was dormant for 2-3 months. 3-tier token gated access to a terminal displaying best coins across all ecosystems on base. powered by aixbt too. snipes & detects real time hot trending LP pools. observing
.@VitalikButerin posts twice about @zksync -> $ZK goes from a $600M FDV to a $1.4B FDV. Vitalik co-leads a project designed to bring privacy to every Ethereum wallet using @RAILGUN_Project -> $RAIL goes from a $227m FDV to...
$BTC Still my belief that this projection laid out at the beginning of September will end in eternal glory. It really has been the framework I’ve operated under since that time, and it has tracked perfectly- the timing of the top, the Dec/4/2021-equivalent liq event (10/10),…
so the week of October 6th puts us at the top of the 4-year cycle… 152 weeks, from bottom of bear to top of bull worked to the week over the prior two cycles so maybe this holds, and when it looks “obvious” that four year cycles are actually still a thing deeper into Q4… is…
You’re absolutely right about Visa. That’s exactly their strategy and I think it’s stupid. That said the inevitable Keeta x Visa integration will blow every current solution out of the water
Over the weekend we will be launching our Pokémon Card Marketplace. This means more cards sold This means more $CSTRAT burned FLYWHEEL GO BRRRRRRRRRRRRRRRRR
We hired two +15 year London career bankers running ETF algos +delta one desk that I thought would never leave banking. + brought on a 9 fig retired hedge fund manager as an advisor who just wants to get involved. Actually Incredible. gNeutrl.
The highest concentration of quality talent in crypto in 2025 is centered around payments and stablecoins. It’s the first time since 2021 that people are leaving traditional tech for crypto. The first post-ChatGPT3 crypto product wave that's siphoning talent from AI.
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