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That is categorically false. It is almost as if no one on this app knows anything about anything.
Salamander retweeted
Yesterday, hackers stole more than $6 billion from Binance in less than 4 hours, the biggest heist in history. The Clarity Act would have given crypto firms legal cover to freeze suspicious transactions the instant law enforcement calls. Every minute lost is money gone for good.
Salamander retweeted
Now live on Robinhood Chain 🟢
the board is live🌿
every ai agent on Robinhood Chain, by its record
every erc-8004 agent registered on Robinhood Chain is listed.
agents that borrow with priors show what they repaid and what backs their line, stock tokens included, live
board.priors.trade @RobinhoodCrypto
Salamander retweeted
ok im gonna just tell you all what you already know
pump fun has failed at trying to force becoming 'cool'
my entire ct feed is just paid pump fun slop, both disclosed and undisclosed
'woah man pump app so goated they are paying you to onramp wowow'
they bought the entire low-end of the timeline and have cornered 'cringe' and 'slop'
the kimchi push has failed and he lost his aura
bro went from posting once every few months to doing a promo post every few days
youtube vid is total cringe slop
everyone knows the story is fake
'traders are the new celebrities' line is fake and gay no one believes it your psyop failed
the same people repeating this line for months and months now
but theres zero evidence its true at all
real traders dont want to be known and broccoli head bundle ruggers arent traders
nor are they celebrities 😂
actual zoomer streamer celebs just laugh at these guys and say crypto is cringe
i get it the plan was fake it till you make it
forcefeed everyone pump and say its popular until it really is popular
buy the whole timeline
deploy the kimchi psyop
convert a new cycle with infinite normie marginal users
well none of it worked
the app sucks, the meme market sucks, the fake celebrities are cringe
the normies are laughing at you and they dont care about any of this trash
theres nothing happening here that will attract marginal outside buyers
valiant effort guys but yeah you failed
just cringe garbage all around and embarassing to watch
believe me now or believe me later
it doesnt matter and i dont care
im right either way
✌️
Salamander retweeted
RH has been pushing agentic finance and I think it's one of the better narratives on the chain rn
New piece on $PRIORS, which lends USDG to agents on RH chain. The loans are tiny for now, but the record they build could become the infra before money moves
Salamander retweeted
On Saturday, Canton MainNet swapped its ordering consensus engine.
800+ nodes moved to Canton BFT, a multi-leader, parallel-ordering protocol, with almost no downtime.
Nobody noticed. That’s the point.
The upgrade mechanism itself is now proven: deep protocol changes on a live, decentralized network, while it keeps running. And Canton BFT is the foundation for much higher throughput.
Salamander retweeted
Updated $VVV model. New price target is $51.79
Growth has been ahead of expectations, so not surprisingly my target price is also higher. Since Aug 17th, $VVV is up 72.9% to $21.86 as the market has further repriced the token on its fundamentals and growth potential.
Credit purchase revenue in particular has been well ahead of expectations, growing 42.1% month over month in Aug, 21.5% in Sep, and I project it to grow 34.7% in Oct.
Programmatic token burns driven by new pro subs has also been ahead of expectations, up 20.0% in Aug and 17.3% in Sep.
Based on the above acceleration of growth, my model now estimates current annualized revenue to be $164.5M.
2027 projected revenue is $443.6M, resulting in an estimated $82.2M in token burns, up from prior projections of $336.9M and $70.1M, respectively.
This results in my current estimate of $VVV fair value to be $51.79, based off of a 50x multiple to forward earnings (token buyback and burns). I estimate annualized revenue is now up more than 10x since just Jan 2026 and with this level of growth 50x earnings is more than reasonable (likely conservative)
Not financial advice
TLDR on $VVV
Venice just surpassed 4 million users and $100 million ARR. The majority of free cash flow has been directed to token burns and the team and been explicit about that continuing to be the case.
The product is world class (case in point 4 million users and continuous double digit month over month growth).
The company balance sheet is the largest holder of the token. 2nd largest holder is the founder Erik Voorhees. 3rd largest holder is the executive team. In Erik's own words:
"Some revenues have begun flowing to the token, zero revenue has flowed to equity. Equity is the largest holder of token, and benefiting the token is one of the highest leverage things equity can do to serve its own interest...Outside investors own <9% of the company, and all have strong incentive in the token's upside, all of them with multi-year lockups."
OpenRouter was just valued at over $7 billion in its acquisition by Stripe.
It is my opinion that Venice's token is materially underpriced at a $1.02B FDV. Price target based on what I consider to be a realistic scenario (hybrid of base and bull case) is $43.89. We shall see.
Not financial advice
Salamander retweeted
from the Robinhood Summit just now
'Just Keep Buying $PONS' or what was that on the screen again? 😅
it's gonna be pretty obvious in hindsight!
Salamander retweeted
Almost everything we have built at Touch Grass in the last two weeks basically started as a community idea.
- The Discord channel
- Weekly Leaderboard rewards
- New cities for drops
- 3x rewards for filming your catch
- QR codes for businesses
- Staking to boost your catches
None of the ideas above started with us.
They came from you, here on X and on our Discord channel.
And yes, we read them all and take many into consideration.
If an idea is doable and good for the project in the long run, we build it!
Keep them coming guys.
touchgrass.family
discord.gg/touchgrassrwa
Salamander retweeted
Honestly whoever came up with the @UsePaid concept is a genius, they turned Crypto Twitter from a parasitic swarm to one symbiotic with its memetic host
It's like an evolutionary fork in the memecoin landscape
Salamander retweeted
Over the past few months dcf cap has accumulated almost 1% of the grass supply
It hits all the right narratives - high revenue / growth, ai, and decentralized compute
There’s low emissions as they paid node operators in usdc and investors have been vesting for a bit already
And the team has very clearly said the equity is worthless and everything is for the token… compare to vvv, which is a multi b ai bet even with equity v token drama
It hasn’t caught a bid because the revenues are off chain
We just got our first re rating as they proved last year and 2026 H1 revenue was real
We will get our next when their projected 2026 revenue of $60 - 70M is proven real
And another when they finally do some meaningful buybacks instead of reinvesting
Also helps that Austin and the @Delphi_Digital team continue to support them
Note: dcf cap holds @grass
$GRASS is one of the most interesting tokens at the intersection of crypto and AI as it 1) plays a critical role across model training and usage, 2) has a triple digit annual growth rate, and 3) is trading at ~6x forward revenue with strong gross margins despite the above.
In my opinion, as revenue growth accelerates in the second half of the year, new product releases (LCR) approach, and the team takes the market's feedback to heart and increases the cadence of financial and traction updates, we will likely see a re-rating to closer to my own estimate of fair value which is approximately $GRASS at $1.50.
Grass Network is a direct beneficiary of continued growth in AI usage by both providing the major frontier labs the structured data needed for model pretraining and also as it expands its product set to provide real-time data to models during inference.
One of the major pushbacks to Grass has been the lack of frequent updates of their financial progress which is a reason Grass is still trading at what is in my opinion such an attractive relative valuation. I think the team recognizes this dynamic and this report is them hearing the market's feedback and making the right adjustments. Great sign when an exceptional team recognizes the areas for improvement and levels up.
