Founder of Specularis, an AI visibility agency in Miami. Independent crypto trader. I post tokenized-asset and market data with sources.
Miami, FL
Joined June 2011
- Tweets10K
- Following624
- Followers1.8K
- Likes20.8K
Pinned Tweet
Crypto might finally be crawling out of the dungeon of doom.
Nikita Bier just hinted at crypto having a viable use case on X and nobody knows what it is yet.
But here's what would actually move the needle:
- Trading from your timeline without leaving the app
- Every X account becoming a native crypto wallet
- Creator payouts in stablecoins with yield onchain
- Reputation tied to your handle
-Live PnL on profiles so people have to back up their calls
Whatever they ship is going to change how every crypto project thinks about distribution forever
Timeline is bullish AF again.
Curios if that's irrational or we really hit bottom.
I expect crazy swings the next 24 hrs, even crazier than what we saw the last week.
This is exactly what I mean, why holding to a million means you have balls of iron steel.
The people that hold now to a million compared to the people that held from 0-1000
You are the true Bitcoin OGs
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
Alts are weirdly deviating from Bitcoin and showing strength, even when Bitcoin cant hold 80k.
Not sure if this is just micro abrtiage opp, or a bigger trend is happening.
I'd think the former.
Stablecoin supply is down $12.7 billion since May. People say crypto is running out of money.
Wrong number.
USDC shrank, but it changes hands about 80 times a month now. Last year it was 45.
Supply shows how much money is parked. Turnover shows how much of it is actually being used.
Speculation is cooling. Usage is ramping up.
Samsung made 107 trillion won in operating profit last quarter. Tough economy out there.
SK hynix reports Wednesday and analysts expect 77 trillion. The stock is down 30% since Oct 7 anyway. Imagine printing that much money and the market going "meh."
Meanwhile your next laptop costs more. JPMorgan says the memory shortage alone adds 0.2 to 0.4 points to core inflation. Thanks, AI.
And the Fed's answer was a hike in September. Brilliant. Nothing makes a chip cheaper like a higher interest rate.
Over or under 77 trillion on Wednesday? I'm taking the over.
Mastercard is building its AI agent payments on a crypto protocol.
x402, from Coinbase, settling on Base. It paid $1.8 billion for stablecoin firm BVNK to get there.
Still a pilot, no launch date. Doesn't matter. When a card giant picks crypto rails for machine payments, the "is crypto useful" debate is over.
Cards were built for people buying lunch. 87% of x402 payments are 10 cents or less.
One massive mistake so many people make, myself included:
You lose track of the mid-to-long-term trend, which is set on the 1D to 1W timeframes.
It takes a couple of weeks for certain breakdowns to happen.
When you get so caught up trying to find the right entry on the 3m, 5m, and 15m charts, it's easy to lose sight of the bigger picture.
Uptober was supposed to be the party.
It turned out to be a choppy grind.
We're in a descending channel, and the market wants more certainty before it takes on risk.
When that comes, the breakout is fast. Until then, expect more chop.
The choppiness has been brutal.
One thing I'm learning in these markets.
Hedge your trades when you are up a lot.
No need to be greedy. In choppy markets like this, it's so easy to go mentally insane.
Best thing to do, is minimize your downside risk.
$BTC ran at $85,000 and got rejected. It gave back $2,000 in six hours.
Peace news, then war news, then AI jitters. Price is trading headlines.
Spot ETFs took in over $1 billion in three days.
A fakeout is price lying. Inflows are people telling the truth.
Alchemists spent centuries on this. A San Francisco startup says it got there, 10 times past CERN's record.
No data, no amount, no outside check. Just a very nice video.
Gold is scarce because making it is hard. Make it easy and it turns into a diamond.
$BTC's cap is 21 million, set in code. Nobody's launching a video to fix that.
Would you wear gold made in a lab?
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
Buying $BTC today and holding for $1 million takes more conviction than believing it could go from pennies to $1,000.
The upside is smaller, and the risk is bigger. the bigger an idea gets, the more there is that can break it: quantum, AI superintelligence, better alternatives, and a community that never reaches consensus.
$1M isn’t the obvious call it looks like.
If you hold all the way there, your diamond hands are shinier than the OGs’.
The markets went from massive fear yesterday to having fake news pump some hopium back into the market.
You love to see it
Meta reports tonight. The number that matters isn't this quarter. It's 2027 capex.
Meta guides $130 to $145 billion for 2026. Wall Street expects about $193 billion next year, and BofA says $205 billion.
$CRWV and $NBIS trade on that number too.
I said last week it's a borrowing problem, not a demand problem. Tonight tests that.
Lmao so we go back down again.
The market was going up regardless of the war(the last 1-2 months)
The trend shouldn't change from a news event, if it does, typically means it is a bs movement.
The current trend is choppy/down.
Most likely we will stay this way until EOM
This market will make you crazy if you trade them.
Holy hell.
Altcoins can tear families apart the way they move.
Feels like that was a massive bear trap, but let's see.
Tried to place a margin trade on @krakenfx with $Near during the most volatile moment today and got an insufficient margin error.
Still getting to this point...
In a fast market, that's when the product has to work. @krakenfx, what changed?
This is the gap with Hyperliquid. execution under pressure is everything.
P.S.
I use the product a lot, they have made a lot of money on me. I deserve unbeatable service