Daily news + hidden alpha | Altseason insider 🔑
Joined July 2025
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What happens before 2026 ends?
20%$BTC $500,000
40%WW3
40%AI replaces humans
0%Perps die
5 votes • Final resultsLooks like I might be making $3,000/month from Twitter soon
Just submitted a few applications on Kaito Studio from @KaitoAI.
Applied to ambassador programs from StandX, Theoriq and Flipster.
The structure is simple:
projects post campaigns - creators apply - selected participants get monthly deals.
Some of the current offers:
@StandX_Official - about $1,000
@TheoriqAI - around $1,500
@flipster_io - custom rewards + bonuses
Requirements are surprisingly light.
In some cases it’s just 1-2 posts per month.
What I like is that rewards are usually split between stable payments and project tokens, which means you get both immediate income and some upside if the project grows.
If more projects join this platform, we might finally see something interesting:
a real onchain creator economy for crypto Twitter.
Kaito Studio just launched its beta and it’s not what most people expected
Many thought Kaito AI would launch something closer to an AI marketing agency.
Instead, the first version of Kaito Studio looks more like a marketplace for Web3 ambassadors.
Projects are already posting campaigns. Creators apply directly.
Some early programs are live from StandX, Theoriq and Flipster.
Theoriq offers $1,500 for two long-form articles.
What’s interesting inside the platform:
Payments can be split between USD and project tokens
Token rewards often come with vesting
Projects care about actual product usage, not just follower count
Contracts start at 1 month but can extend up to 12 months
Kaito tracks the content after publication to make sure posts stay up
Other ecosystem partners already include Base, BNB Chain and Virtuals Protocol.
So right now @KaitoAI is basically building a marketplace where crypto projects hire creators for paid collaborations.
Pretty simple for a first release.
But many people expected something much bigger from Kaito.
AI agents running marketing.
Automated creator discovery.
Onchain reputation systems.
Instead they started with the simplest layer: paid ambassador programs.
Still early though.
If this evolves into a full creator economy for crypto marketing, it could become a pretty big deal.
Kaito Studio just launched its beta and it’s not what most people expected
Many thought Kaito AI would launch something closer to an AI marketing agency.
Instead, the first version of Kaito Studio looks more like a marketplace for Web3 ambassadors.
Projects are already posting campaigns. Creators apply directly.
Some early programs are live from StandX, Theoriq and Flipster.
Theoriq offers $1,500 for two long-form articles.
What’s interesting inside the platform:
Payments can be split between USD and project tokens
Token rewards often come with vesting
Projects care about actual product usage, not just follower count
Contracts start at 1 month but can extend up to 12 months
Kaito tracks the content after publication to make sure posts stay up
Other ecosystem partners already include Base, BNB Chain and Virtuals Protocol.
So right now @KaitoAI is basically building a marketplace where crypto projects hire creators for paid collaborations.
Pretty simple for a first release.
But many people expected something much bigger from Kaito.
AI agents running marketing.
Automated creator discovery.
Onchain reputation systems.
Instead they started with the simplest layer: paid ambassador programs.
Still early though.
If this evolves into a full creator economy for crypto marketing, it could become a pretty big deal.
FarmMyTears retweeted
Kaito Studio just launched its beta and it’s not what most people expected
Many thought Kaito AI would launch something closer to an AI marketing agency.
Instead, the first version of Kaito Studio looks more like a marketplace for Web3 ambassadors.
Projects are already posting campaigns. Creators apply directly.
Some early programs are live from StandX, Theoriq and Flipster.
Theoriq offers $1,500 for two long-form articles.
What’s interesting inside the platform:
Payments can be split between USD and project tokens
Token rewards often come with vesting
Projects care about actual product usage, not just follower count
Contracts start at 1 month but can extend up to 12 months
Kaito tracks the content after publication to make sure posts stay up
Other ecosystem partners already include Base, BNB Chain and Virtuals Protocol.
So right now @KaitoAI is basically building a marketplace where crypto projects hire creators for paid collaborations.
Pretty simple for a first release.
But many people expected something much bigger from Kaito.
AI agents running marketing.
Automated creator discovery.
Onchain reputation systems.
Instead they started with the simplest layer: paid ambassador programs.
Still early though.
If this evolves into a full creator economy for crypto marketing, it could become a pretty big deal.
Justin Sun spent $10M fighting the SEC for two years.
That is basically free in the world of crypto.
The U.S. Securities and Exchange Commission said in March 2023 that Justin Sun was selling unregistered securities through TRON (TRX) and BitTorrent (BTT) and allegedly wash trading TRX to make the market look more active.
There were two years of headlines after that.
The case is now over, with Rainberry paying $10 million to settle and dropping claims against Sun, the Tron Foundation, and the BitTorrent Foundation.
Take a moment to think about the scale.
During times of high volatility, crypto markets often see more than $100 million in liquidations in just one hour.
And one of the SEC's most famous cases against a big crypto founder ends with a $10 million check.
What I think.
This is why the market doesn't respond to these lawsuits very often anymore.
Regulators start big cases.
The media makes the drama worse.
Two years later, it ends in a settlement that doesn't set a clear precedent.
There is no final decision.
There is no clear definition of what is and isn't a security.
Just another move in the long game of regulatory chess between crypto and the SEC.
Wall Street made billions on IPO allocations.
The leftovers went to retail.
@Backpack wants to make it possible to access IPOs on-chain.
Before the markets open to the public.
When a company goes public, the founders usually go on a roadshow.
They pitch the story to big investors.
Funds get their allocations before the listing.
Retail can only get in when trading starts.
The biggest advantage is already gone by then.
Backpack is teaming up with Superstate to fix that.
The goal is to make Backpack a stop on the IPO roadshow.
This means that users could get their hands on IPO allocations before trading starts on national exchanges.
But this only works if the community shows that it is useful.
Companies that want to raise money are more likely to want to work with Backpack as its user base grows stronger and more active.
More people.
More things to do.
Easier access to IPOs.
That's why the waitlist is important.
People who sign up early will get early access to the first IPO allocation.
This is also why Backpack didn't make a DEX.
You can't give people access to an IPO from the shadows.
This only works with infrastructure that follows the rules.
Access to capital markets that are built on crypto.
Either go big or go home.
Half of crypto-Twitter is going to go crazy over what Ray Dalio just said.
"There's only one gold."
And he says that Bitcoin is not it.
1/ Dalio says that gold is still the best way to keep your money safe during times of war.
It is held by central banks. The government knows about it. And it has a long history of money behind it.
He thinks that Bitcoin doesn't have that institutional base yet.
2/ He also asked why central banks would ever want to keep Bitcoin in their reserves.
Central banks around the world keep gold in vaults as a way to keep money stable.
In contrast, official reserves don't hold much Bitcoin.
That difference is more important to Dalio than most crypto investors will admit.
3/ He also brought up privacy as a concern.
On-chain, all Bitcoin transactions can be traced.
Dalio says that this makes it much less appealing as a global reserve asset, where discretion is often important.
4/ He also talked about a longer-term technological risk: quantum computing.
If quantum systems get strong enough, they could theoretically break the cryptographic protections we have now.
That situation is still just a guess, but Dalio thinks it's a structural risk for Bitcoin.
5/ Dalio ironically said before that Bitcoin is similar to "hard money."
But he still says that BTC is still very closely related to tech stocks when the market is stressed.
This makes the story that it acts like a crisis hedge less believable.
6/ This debate is interesting because Dalio is not against crypto.
He had even said before that putting up to 15% of a portfolio into gold or Bitcoin could help improve risk-adjusted returns.
But if he had to pick a real safe place, it would be gold.
7/ His main point is about something deeper.
Dalio thinks that the global monetary system is changing because debt levels are rising and tensions between countries are rising.
In that world, investors will look for assets that can survive the loss of value of money.
8/ Gold has already shown that it can do that.
Bitcoin is still working on it.
And that's where the real fight for the next ten years of money starts.
Bitcoin vs. Gold
Which one do people trust more?
$341M liquidated in 24h. $210M of that was BTC longs.
Geopolitical risk is rising while CME is still closed and leverage already got wiped once.
Here’s the setup going into Monday.
In the past 24 hours, total crypto liquidations hit $341M, with BTC accounting for roughly $210M — mostly long positions. That means the flush already happened on the leveraged side. OI dropped, weak hands got cleared.
Now the real question is not “will BTC dump”, but what happens when traditional markets open.
If S&P futures open red and $DXY pushes higher, BTC likely trades as a risk asset again. In early conflict phases, BTC correlates with Nasdaq, not gold. That increases the probability of another liquidity sweep if spot bids are thin.
But here’s the other side.
If most overleveraged longs are already gone and funding flips negative, Monday could become a squeeze instead of a cascade. Less crowded positioning means less fuel for forced selling.
This isn’t about fear.
It’s about liquidity, OI structure, and where stops are clustered.
Monday doesn’t decide direction.
It decides who gets liquidated next.
If this spreads, markets won’t just dip.
They’ll break.
And crypto won’t be the safe haven people think it is.
US and Israel have launched strikes on Iran. Iran is responding with missiles and drones. Gulf states including the UAE are on high alert, airspace restrictions everywhere, regional tension escalating fast.
This isn’t Twitter drama. This is kinetic.
When wars expand, risk assets get liquidated first.
Stocks dump. Liquidity dries up. Crypto gets hit harder than anything because it’s the most reflexive risk asset on earth.
People don’t think about Bitcoin when missiles are flying. They think about oil, food, safety, capital controls.
If this turns into a multi-front regional war, you can forget altseason.
You can forget narratives.
You can forget “next cycle soon.”
In real geopolitical escalation, capital goes defensive. Hard.
Not saying it will happen.
But if it does, the reset won’t be gentle.
If this spreads, markets won’t just dip.
They’ll break.
And crypto won’t be the safe haven people think it is.
US and Israel have launched strikes on Iran. Iran is responding with missiles and drones. Gulf states including the UAE are on high alert, airspace restrictions everywhere, regional tension escalating fast.
This isn’t Twitter drama. This is kinetic.
When wars expand, risk assets get liquidated first.
Stocks dump. Liquidity dries up. Crypto gets hit harder than anything because it’s the most reflexive risk asset on earth.
People don’t think about Bitcoin when missiles are flying. They think about oil, food, safety, capital controls.
If this turns into a multi-front regional war, you can forget altseason.
You can forget narratives.
You can forget “next cycle soon.”
In real geopolitical escalation, capital goes defensive. Hard.
Not saying it will happen.
But if it does, the reset won’t be gentle.
Opinion TGE is coming and the market is at absolute lows.
Down-only. Fear everywhere. Liquidity thin.
Perfect setup for either a massive bounce… or pure slaughter.
Pre-market is sitting around $0.48 (~$480M FDV).
OKX still shows March 4 as TGE.
What’s the real question?
How much is a point worth?
$20?
$30?
Or do they intentionally open low, let everyone panic sell, then squeeze it back up a week later like we’ve seen on other TGEs?
Also funny timing - Europe restrictions right before TGE.
You can still work around it (country switch), but still interesting move.
You can register up to 5 wallets for the drop, deadline is today.
Personally, I’m done farming. Now I just wait.
Dead market + weak hands + fresh token = volatility.
This one won’t be boring.
Today I’m glued to ZachXBT.
ANTICIPATED ZACHXBT POST ALLEGES THAT AXIOM EMPLOYEES ENGAGED IN INSIDER TRADING.
If this drops with receipts, someone’s chart is getting deleted.
Polymarket odds right now:
Axiom 30%
Meteora 20%
Pumpfun 15%
If it’s Axiom and insider trading is confirmed - reputational nuke.
No token to short, so the play is second-order: watch connected projects, liquidity flows, maybe reflex bids elsewhere if capital rotates.
If it’s Meteora - that’s pure volatility.
Short pressure, long competitors like $RAY, fade ecosystem tokens that depend on their flow.
If it’s Pumpfun - chaos mode.
Short the narrative, short the meme beta, and probably long $BONK if liquidity migrates fast.
I’ve got notifications on and a small “Other” position on Polymarket.
This is one of those moments where information = edge.
CT about to be very loud.
