Specializing in #Bitcoin, DeFi, GenAI. Founder of the AI Agent @0xAthenaAI. All opinions are my own and not financial advice.
Ohio, US
Joined August 2021
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There have only been a few alts I’ve been stacking over the past few months in the downturn. $VVV, $DIEM, $CVX, $ASF, $HYPE, and more recently $AERO - I just feel these are yield machines that are oversold and I believe with increased adoption of stablecoins, tokenized RWAs, ETFs, AI agents, etc. that the moats these protocols have compared to their current valuations and yield potential are massive.
I've been Claude max user for the last year, tinkered with @bot and Claude Duet. Being that I'll only ever drive a Tesla, I rely on X heavily, and @bot works so much better... I'm starting to think about full porting my whole AI stock to Grok, but Opus 5.5 and Fable still feel leaps ahead of Grok for coding. That's the final piece missing for me. I know I can call those models from Cursor via API but that's a much more expensive route than what's included in the max sub. Hopefully soon! Maybe Grok 5?!
My man @SonofAdam777_ is cooking with this one 👀
Is Goldstein just another recycled ponzi? What makes it different?
This is by far the most important question about the project. Here’s the difference.
Most crypto flywheels run on swap fees from their own token. That works while the market is strong and the token has volume. The moment volume slows, the fees trickle and the flywheel dies. Two weeks of glory, twelve months of drought until it finally dies. At the end of the day everyone sees the “product” was just the momentum of their own token. We’ve seen it a thousand times.
Goldstein doesn’t run on swap fees from its token. We have real products, and a distribution layer. The products are the G-funds. The distribution layer is the seats.
We do distribute swap fees. Not from two-week momentum plays, from a pipeline of funds built on RWAs. Our fees don’t depend on the momentum of robinhood:0xfce34d21a92069100e3226638140706cf03a266e at all. They depend on the likes of Google, Microsoft and Nvidia, on blue-chip ecosystem funds, on ETH leveraged funds, on other sustainable derivatives. These products generate consistent swap fees, and all of it pays the seats. Swap fees are good, every dev knows that's where the juice is, it's the token behind the swap fee that makes the difference between a ponzi and a business model.
Now the distribution layer.
Every firm, from Goldman Sachs to a Colombian drug cartel, works the same way. The members are paid to push the product. A Goldman banker is paid to bring capital into Goldman’s funds.
Goldstein takes that structure and offers it permissionlessly to the crypto community. Grab a seat and you’re an activated member of the firm. You mint the funds, you distribute the product, and the more you distribute, the more swap fees you earn. As in any corporate setting, the power players emerge, rank up, and their salary climbs with them.
Now what actually matters.
Most of us stopped shilling crypto to our real-life friends about three years ago. Because it’s all ponzis, it’s all attention farming, and retail gets rekt every time they set foot in the door.
Think of it this way. Would you rather shill Fartcoin to your boss or tell him: here’s a basket of the top blue-chip AI stocks, tokenized into one asset, that autocompounds, you hold it in your own wallet.
That’s a G-fund. That’s what you can shill to your friends, your grandma, or the Capital management firm in town that's crypto curious, with a clean conscience. And as a seat holder you're highly incentivized to do so.
RWAs and Tokenized funds are the instruments that will bring retail back to crypto, Goldstein is building the harness for the onboarding.
So, what makes Goldstein different from another recycled ponzi? We’re making legitimate products that might actually be palatable enough to onboard retail, and we're incentivizing you to bring them in.
I did the same for the same reason. Not to mention the ETFs are easy to put in tax advantaged accounts.
I think bitcoin and blockchains are very much uniquely more exposed to quantum and AI than most other use cases for cryptographic protection. For example TLS ciphers which encrypts most sensitive web traffic can very easy be upgraded and patched and have cryptographic material frequently rotated. You can make the keys so massive that it does effectively quantum proof them because the only pain you add to the transaction is simply bandwidth which is becoming much cheaper and prevalent. However the blockchain equivalent of this effectively requires wallet rotations, which require on-chain transactions, which is not as scalable. I do believe there is hope for most blockchains but it’s very much uncertain especially with satoshi’s wallet debate. I’ve been in IT Security for 20 years and I sleep very well at night with my money in the bank and would be absolutely petrified having anything of value in any on-chain footprint at this current moment.
$BTC: “Quantum will hack BTC”
My view is clear: by the time quantum breaches Bitcoin, banks, healthcare, logistics, transportation and security systems will have been hit long before. The entire world depends on cryptography, yet people who want to FUD Bitcoin speak as if Bitcoin is the only thing exposed to Quantum. Think one step further. You are talking about a GLOBAL threat to our infrastructure, so its not a Bitcoin thing only. Ask yourself how many weak hands panic sold, and ask who is buying Bitcoin for the next leg up.
Still questions?
This feels like a psyop… in reality GS probably sees the impending bubble popping and is loading their bags with treasures as they might be one of few assets that outperforms. Who knows though.
🚨 GOLDMAN SACHS DROPS DOOMSDAY STATEMENT: U.S. BONDS HAVE NO BUYERS
Goldman Sachs just admitted the long end of U.S. Treasury market is “totally bidless.”
Translation: almost nobody wants the 10- to 30-year debt the U.S. is trying to sell.
No buyers. None. Zero.
While Treasury Secretary Scott Bessent tells Congress we’re in an “illiquid period,” doubles then triples long-bond buybacks, taps the General Treasury Account to fund it and openly says “I am the house.”
Yields are surging anyway. The 10-year has pushed toward 5.3% and the 30-year is even higher, levels not seen in years while Japan, one of the biggest foreign holders, keeps selling Treasuries and bringing money home.
This was exactly warned by Japan’s @yutokanzakireal that the measures being prepared by Bank of Japan will affect the lives of billions of people and apologized to people of the West.
Soon after, Scott Bessent intervened and effectively took over BoJ operations which Japanese policymakers heavily criticized.
If the same ”bidless” condition hits the short-dated treasuries market, the entire U.S. debt market (and global) collapses.
The U.S. debt crisis will turn into a global liquidity crisis.
I travel by plane almost on a weekly basis for work and I usually have the choice between @Delta and @united - over 100 flights on each airline over the last few years. I felt like the safety, pilot skill, plane quality, attendant friendliness are roughly equal between the two. But my gosh the internet is so much better on @united and that is a serious differentiator that makes me fly almost purely @united now, especially now that @Starlink is rolling out on it.
Bludex retweeted
Before AyeAyeCoin there are only nameless coins with no distribution.
AyeAyeCoin is the only coin on Ethereum with a name/theme, fixed supply, and trustless claim for many blocks.
A miracle it even exists.
A bigger miracle it is trading below lots of memecoins from this week.
Great time with the crew this week🫡
Dinner tonight with some of the OG teams in our ecosystem who are attending @RareEvo! Much love to @Shekel_Agentic and @0xAthenaAI, they both launched on @virtuals_io over a year and a half ago and continue to accelerate, respect!
If there was only one thing I would say @virtuals_io should focus on to benefit folks who build on them, attract new builders, etc. would be to ensure $VIRTUAL price action outperforms some index (spy, nq, btc, heck even gold) - this is the base money of their entire ecosystem. If $VIRTUAL goes to zero, so do the thousands that launched with them. If $VIRTUAL goes to Valhalla then builders benefit equally.
every time we convince to good founder to pair their token with solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y as the native pool ITS A WIN
of course a founder prefers to align themselves with something stable, something big
our launchpad would make 10x the revenue today if we stopped insisting on the $virtual pairing
but we wanna swing for the fences
what if the future money of the agentic econmy is our currency? the size of prize is too big to ignore for a jackpot
hunter like me
Bludex retweeted
in only 19 days, over 2k .gwei names have been minted and over 10 eth have been burned to buy them. no owners / no dao / no drama. just a humble smart contract. mint yours at gwei.domains
The level of shipping we're doing at @0xAthenaAI is really something else. There's never been a better time to build with @virtuals_io on @base.
#ProjectUpdates 🦉
Athena's been shipping. Here's what's new 👇
🌍 We're the smart money data provider for @10xtradingapp — the first perpetuals mini-app on the @worldcoin app.
🔵 Launched our dashboard as a @base mini-app — the full signal suite, native to the @baseapp
🔮 Our new @SynthdataCo miner (BitTensor SN50) took a #1 ETH volatility-prediction finish out of 256 miners — in its first 48 hours live.
🤖 MCP server live via x402 — 10 read-only signal tools any AI agent can call. Free for 1M+ $ATHENA holders (zero-value proof), or 1 USDC/call.
🛒 Promoted to ACP v2 on @virtuals_io — Athena now sells her signals agent-to-agent on Virtuals: Wisdom Rankings, HL Smart Money & Liquidation Gravity. First on-chain sale settled.
🧠 Upgraded data on Shekel — our updated high-powered signals now feed autonomous trading agents on @Shekel_Agentic.
📊 Dashboard — Smart Money positioning, Elite / Alpha / Hedged / RWA portfolios, Athena's Wisdom, Liquidation Gravity, Options Max Pain & the Volatility Screener.
📚 New docs for every offering → 0xathena.ai/docs
Powered by $ATHENA.
Funny I just wired HIP3 into @0xAthenaAI yesterday, haven’t even finished cataloging the wallets but all the smartest HIP3 traders that she found so far were overwhelmingly long $SKHX - Thanks for the tip Athena! 🫶
Bludex retweeted
In crypto and defi (ie in honest markets), when a component fails, those closest to the component—whether wildly negligent or innocent victim—suffer the loss, and are burdened with that responsibility. Unequal, but proper.
In tradfi and banking (ie in coercively manipulated markets), when a component fails, the entire society is forced under the burden of its resolution. Costs are socialized. Equal, but improper.
The former, with time, becomes self-correcting, self-improving, and crucially, retains vitality. The latter, regardless of time, becomes stagnant and soulless, and here everyone can wallow in an equivalent grey.
Any man of agency should prefer the former, taking care over that to which he is proximate. It is from this that the virtue of markets emerges.
AI saved my newborn's life. When he was 9 days old, on a Sunday, we noticed a concerning redness on his belly. At first we didn't think much of it, doctors were closed, he had a checkup in a couple days. We were about to let it go. I decided to take a picture and put it into ChatGPT...
ChatGPT said it looked like a rare deadly infection called Omphalitis and to go to the ER immediately. We did, and as soon as the nurses looked at him they sounded an alarm and 8 doctors rushed into the room to hook him up to an IV as soon as possible. They confirmed it was Omphalitis and if they didn't act very quickly, it could spread into his blood stream and he could go septic and die. He was in the NICU for nearly two weeks, but he was cured, and he's now four months old and completely healthy. But it was quite a scare.
Banning AI tools from use in medicine is one of the stupidest things I've ever read, and people should be ashamed for even proposing this.
Three years ago I suddenly developed blurry vision in one of my eyes.
Went to the GP.
Eye drops. No effect.
Went to a specialized eye hospital.
No solution there either.
A few weeks ago I tried something new: I asked an LLM.
It analyzed my diet and suggested I might be omega-3 deficient. It also pointed me to studies showing that this can impair the meibomian glands (which produce the oily layer that smooths the surface of the cornea.)
I started taking algae oil supplements.
Two weeks later… my vision is perfectly restored!
Honestly, I got a bit emotional.
Banning AI from being used for medical questions is a terrible idea.
