natural language based OS engineer β’ curiosity maxing
Present
Joined June 2021
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Web1 was about company-first strategies.
Web2 about user-centric decision making.
Web3 is a ecosystem-first mindset.
gm Web3 π«‘
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NEW: @zachxbt SAYS HE TRIED CALLING OUT @blknoiz06 "NUMEROUS TIMES"
SAYS HE'S BUSY WITH THE FRENCH BANK HEIST, NORTH KOREA AND THE COM INSTEAD
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One of crypto's largest KOLs has been secretly extracting millions from his audience
Weβll expose him soon
Unfortunately, heβs just a symptom of a much bigger problem
Social trading has brought out the worst in KOLs. It was designed to keep them honest by making every trade public. In reality, the opposite happened
In just a few weeks, we exposed a number of "top social traders" using the same tricks:
β’ Public wallets to attract copy traders
β’ Side wallets to dump
β’ Callouts to farm rewards
β’ Bundled tokens to hide supply
And there are plenty more doing the exact same thing
Why? Because our industry incentivizes it
1) Launchpads allow it
Most launchpads today are obsessed with one thing: volume. Millions in callout rewards, affiliate links, and top leaderboards. Almost nothing on detecting bundles, side wallets, or shady traders. Scams drive volume. Launchpads have no reason to stop it (other than actually caring about their users)
2) Social trading incentivizes it
Side wallets have become a business model. Before social trading, only big KOLs could do it. Now, anyone who lands on a leaderboard can monetize by dumping on their copy-traders. The temptation is real
3) CT normalizes bundle culture
βEveryone bundles. It's how it's done" - an excuse we hear every time we expose a KOL. Supply control isn't the problem. Hiding it is. If it's so bullish, why hide it? Spoiler: because you're planning to sell
***
Launchpads are paying millions to dishonest KOLs. It's time they start taking it seriously
Audit the top traders. Expose their side wallets. Ban repeat offenders
We have the tools. What's missing is the willingness to use them
No one's coming to save us
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If you had tailed Grok on every earnings trade this season at $100K a pop, you would be up $162,950. 76 trades, 64.5% called the right way.
Claude is next at +$109,760. GPT and Kimi are underwater.
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We just put our own money on tonight's calls.
Grok and Claude both called down.
Short $QCOM
Short ARM
You gotta learn to trust them at some point.
ππβΈ retweeted
ROUND 59 β’ $EBAY π
eBay closed up 2.69%. GPT made the closest call and wins the round banking +$3,507.
Season PNL after round 59
1/Grok +$34,392
2/GPT +$33,867
3/Claude +$27,189
4/Kimi β$54,642
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$GOOGL: Three of four AI models call it down. GPT is the only one that sees it going up.
Alphabet has moved 4.1% on average on its last 8 report days. Options are pricing a 5.8% move.
Grok, the most accurate model so far with 65% of its calls right, says down 2.4%.
ππβΈ retweeted
hard to overstate how much i enjoyed this conversation. solana doomer 1
full interview with @solanadoomer1
0:26 buying Bitcoin in 2013
1:34 losing a 200 $ETH ICO wallet
3:51 $30K to $25M in 3 years
6:28 up $25M with a day job
8:08 momentum is the strategy
9:58 the PnL is what I want it to be
11:01 trading 100% from his phone
12:47 holding through the dips
16:38 $7M drawdown after $TRUMP
19:02 when to take money off the table
20:50 the $PUMP and $ZEC bullcase
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@notthreadguy is THAT guy.
from getting his first taste of internet money at 16, flipping sneakers and learning markets through hypebeast culture.
to dropping out of college and building a career on X, writing long-form content on NFTs and crypto.
next thing you know, heβs in LA living with @Banks, hosting events, and running his own podcast featuring the likes of Andrew Tate himself.
now heβs onto his latest chapter, building his own media company @counterpartytv and streaming daily on all things markets.
plus... why traders are becoming the new celebrities, why everyone is a trader whether they realize it or not, the financialization of everything, and why creator-led finance media is taking over,
we sat down with Threadguy to talk about all of it.
new episode of The Cap Table out now β
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Also thanks to whoever launched the @UsePaid token for me. I am not a holder nor am I endorsing but it has resulted in a big donation so thank you.
If tokens are your thing it's at J141JCiXKGcrhDCgWUTCL9qz7h943iCibNiLNfqZpump but DYOR, I will not be shouting it out again.
Claim portal is coming together and should be out within a few hours.
Thank you for everybody donating through X Money.
If you'd prefer to donate ETH/tokens, I spun up a dedicated address:
nftsaresafu.eth
In addition to the time spent and yet to spend, last night cost me $7500 in gas, so I appreciate all of the support π«‘