CNBC Crypto Trader , Founder Crypto Banter. Invest in protocols that will change the world-give them enough time to do their thing. Tweets not financial advice.
www.cryptobanter.com
Joined July 2009
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- Following5K
- Followers964K
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Ran Neuner retweeted
Ran Neuner urges crypto investors to prepare a written buy list with exact entry prices, so they can act with discipline when market corrections bring their target tokens into range
“If you think like me that we're in a bull market, then corrections in a bull market are very healthy. Structurally, the market is very strong. Our biggest exchange was hacked and we are still at $77,000 Bitcoin”
“Unfortunately, not many of the tokens are in the buy zones for me, but that doesn't mean that they're not in the buy zones for you. Because if you don't have the same exposure as me, if you're not all in on crypto, then you can start getting in now”
“The idea now is to be super, super, super disciplined and focused and buy all the tokens that you want to buy at the price”
“The best thing to do is to make yourself an actual written list like the one that I've made here. Because when you've got a written list and these things actually do trigger, then you can actually press the button”
w/ @cryptomanran
Ran Neuner has some tokens on his watchlist and zero intention of chasing them
He's keeping cash ready for a potential pullback, with specific entry levels:
- Backpack: below $0.80
- UNI: below $5
- Venice: below $15
- GRASS: below $0.50
- DRV: below $0.20
Stonk, Pearl, Quantus and LayerZero are also on his radar.
With 95% of his portfolio already invested, Ran only needs 3-4 names to hit his targets.
w/ @cryptomanran
Ran Neuner retweeted
Seen a few posts claiming TXFlow is a Hyperliquid fork. Here’s exactly what we did and didn’t do:
Bridge(10%): Yes. We use Hyperliquid’s bridge contract. It’s held billions in user funds and has been battle-tested in production for years. We weren’t going to re-invent custody code when a proven contract already exists.
API(3%): Yes, by design. Our API mirrors Hyperliquid’s so builders already integrated there can plug into TXFlow with minimal changes. That’s a compatibility decision, not a copy of their system.
Core(80%): No. Hyperliquid’s consensus and matching engine are closed-source. There is nothing to fork. Our consensus layer and trading engine are built in-house from the ground up.
Happy to go deeper on any of this.
Ran Neuner retweeted
every piece of critical infrastructure is going to move from static security to dynamic security, and the ones that don't are going to get picked apart
ai can now find and exploit a vulnerability faster than any human team, so you need ai agents scanning your systems all the time for vulnerabilities and malicious activity
that's why we built Sui Threat Intelligence. we're one of the first to do it, and this is where the whole world is going
Ran Neuner retweeted
This market NEVER tops, according to @cryptomanran from @crypto_banter.
His logic? 1 billion AI agents online by 2027, doing 217 billion actions a day. More agents, more transactions, forever. Where's the top in that, right?
Then the spicy part. He says this is the LAST cycle where alts move with Bitcoin. Next cycle, $HYPE usage sets the price and Bitcoin becomes irrelevant to it.
Four-year cycle dead, or peak bull market talk?
Full video in comments 👇
Ran Neuner retweeted
‼️RAN’S solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp CALL GOES FROM $0.12 TO $0.32.
@cryptomanran says he’s holding after the rally, with conviction in the project’s tokenized collectibles business, but isn’t adding at the price cited.
“We called CARDS for our community at 12 cents.”
“Today CARDS is trading at 32 cents.”
“I'm not buying it now.”
Full Show: youtube.com/live/8g0Ny6Tj7bA
Ran Neuner retweeted
NEW EPISODE with @MidnightFDN President @F_ZK_Now, recorded at @token2049 Singapore:
"Transparency and truth are not the same thing."
- what an OTC desk does with your wallet before it quotes you
- why the big banks win if crypto stalls
- why privacy added to Ethereum later still leaks
- where @MidnightNtwrk sits next to Zcash
- a UK bank putting £250M of deposits on chain, shielded
- why you should never spend the token you invest in
THE OTC DESK: "The first thing he will do is look at that client's wallet and connected wallets and see if that client's also sending 20 million dollars to other counterparts... so that client ultimately suffers because of the transparency Ethereum has."
THE BANKS: "The big banks will just build themselves and they have way more money and deeper pockets than anybody in crypto. And therefore they win."
PRIVACY ADDED LATER: "Adding privacy after the event will still create leaks, will create metadata leaks. It's like walking out of your house naked and then get dressed in public. Once you've seen it, you can't unsee it."
ZCASH: "Zcash is a great story in terms of its token is a store of value... but it doesn't come with smart contracts... it's Zcash with smart contracts."
BORROWING: "The wealthiest people in the world manage to transfer wealth and grow their wealth because they have access to leverage, to borrowing."
NIGHT AND DUST: "You don't buy your Apple phone or any other product using shares in the company... Yet in crypto your capital investment, the token, is also the token you cannibalise to pay for something."
Timestamps:
0:00 Coming up
1:11 Why banks need privacy on a blockchain
4:02 What a public blockchain shows other traders
9:49 What digital dollars still need to do
13:10 How money moves in and out of Midnight
18:04 Making crypto simple enough for your mum
21:23 A UK bank's plan to put deposits on Midnight
25:06 What Midnight is building for the next three years
29:13 Why Midnight keeps its token separate from its fees
37:05 Who Midnight competes with
39:20 Why supporting Man United is like crypto
This content is directed only at persons outside the United Kingdom. It is not directed at, and must not be acted upon by, persons in the United Kingdom.
Sponsored by @MidnightNtwrk.
Ran Neuner retweeted
217 billion AI agent actions per day by 2029 could create a massive opportunity for crypto infrastructure
“They reckon that by 2029, there'll be 1.5 billion agents doing 217 billion transactions a day”
“Agents can't open bank accounts, they can't KYC”
“BlackRock wrote a report, and they said that they believe that blockchain rails are going to be for agents”
“The old financial system is not suitable for this use case”
“Just think of the size of that opportunity”
@cryptomanran is looking at AI agents as a potential driver of the next wave of onchain activity.
IDC projects more than 1 billion active AI agents by 2029, executing approximately 217 billion actions daily.
Those actions won't all involve payments, but even a fraction translating into financial transactions could create substantial demand for automated settlement infrastructure.
BlackRock has also identified blockchain rails and stablecoins as promising infrastructure for machine-to-machine payments, particularly when transactions are frequent, programmable and small in value.
He extends that thesis to DeFi.
If autonomous agents begin managing assets, exchanging tokens and hedging financial exposure, DEXs such as Uniswap and Raydium, alongside perpetual and options protocols, could capture some of that activity.
The opportunity depends on how much agent activity ultimately becomes financial activity, and how much of it moves onchain.
Ran Neuner retweeted
Ran Neuner and Maurits highlight how @fomo could revive crypto's holder culture by making trading activity public and turning long-term conviction into a social signal
“Every other platform before fomo encouraged you to sell your tokens”
“fomo is the first platform that I've seen that encourages you to hold tokens. Because if you don't hold the tokens, you're not sending the correct social signal”
“Crypto was a place where the cabal was incentivized to dump on you, and then move on to the next token”
“I'm not saying that problem is fixed, but we've taken one step further. You can see what's in the profile wallet, when they're buying, and when they're selling”
“I think that was the end of this WAGMI HODL culture, where you had coins running for multiple weeks”
“At the end of the last cycle, it wouldn't last a day. A couple hours and it's done. People are on to the next thing”
“Now I feel like this holder culture, where communities are being formed, and what always excited me about crypto, is coming back”
w/ @cryptomanran, @mauritsneo
Ran Neuner retweeted
Ran Neuner says the real pain of losing money isn't the financial loss, but having your freedom stripped away like being in prison.
"The biggest problem of losing money is not the actual physical loss of money. I still had food on the table, lived in the same house, and drove the same car"
"It's the loss of freedom in your head to be able to do whatever you want to do. When you lose money, you lose that ability"
"I used to see people out on a yacht and think, if I wanted to, I could rent that same yacht and go to the same place. When you lose money and see the yacht, you realize you can't afford it. Your freedom gets taken away"
"The biggest punishment they give to a human is putting them in jail because it takes away their freedom. When you lose that amount of money, they take away your freedom, that's the biggest punishment"
"You're used to traveling the world and going to the best parties, but now you can only travel once a year in economy class and you can't miss that flight because you don't have any more money. That's almost as bad as being in jail"
Ran Neuner retweeted
Ran Neuner reveals he bought his first Bitcoin at $400 and his $ZEC entry at $100 to $150
"I don't buy and trade 10 times a day. I buy and I hold and it's been the best. My first Bitcoin, $400. Today Bitcoin's at $80,000, that's 200 times the money."
"My entry price on Zcash is public, between $100 and $150. I'm not trading in and out. I have a thesis, my thesis is that private money will be real money and that will be the money that people actually use."
Ran Neuner retweeted
Ran Neuner says hosting a CNBC show made him one of the world's best investors because everyone fed him information.
"When I was at CNBC I was one of the best investors in the world. You know why? Because everybody wanted to be on CNBC, so everybody phoned me and gave me information. I knew everything that was going on in the market, I knew how to place my bets"
"Then I took a break and became a very bad investor. Why? Because I wasn't getting information. I wasn't at the crux of the thing anymore"
"I knew I needed to get information again, so I switched on a camera and started doing YouTube with no intention of building it into a business"
Ran Neuner retweeted
Why Crypto Is a Bigger Opportunity Than AI (full interview with @cryptomanran)
Ran Neuner retweeted
Q-Day was already a serious threat. Now add AI to the equation.
Let me explain why this changes the timeline.
Ran Neuner retweeted
Ran Neuner has some tokens on his watchlist and zero intention of chasing them
He's keeping cash ready for a potential pullback, with specific entry levels:
- Backpack: below $0.80
- UNI: below $5
- Venice: below $15
- GRASS: below $0.50
- DRV: below $0.20
Stonk, Pearl, Quantus and LayerZero are also on his radar.
With 95% of his portfolio already invested, Ran only needs 3-4 names to hit his targets.
w/ @cryptomanran