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the concentration of high quality projects on Metadao is higher than anything else in crypto
Credible Finance, Jurassic Finance, Rip Cars, Avici, Umbra, Solomon, syndicate, Omnipair, lasso. Just a stacked lineup
there is this notion that metadao launches create adverse selection for the quality of founders/projects, but id argue that
1) this isnt true currently
2) it will actually be the opposite in future. ALL high quality founders will launch via Metadao and if they dont the market will interpret that as a negative
the long term thesis for Metadao is that the next wave of major winners over the next few years are all going to come from metadao
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$BTC
Good start, the monthly looks like it just wants to go straight back to ATH
Would be fun if it did
Fingers crossed we continue being this strong
$BTC
Kind of think we bottom this month somewhere in green and hopefully close the candle green at the end of the month
Interesting spot in any case, if you're betting on it breaking down I think you'd have to target significantly lower
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It’s a bit brutal but BTC is probably going to be the big winner of the AI revolution. I don’t think it will suffer any hacks, the scripting language formal verification is very advanced and work in formalizing the protocol too. Nodes running on different hardware make it very robust against hardware vulnerabilities, and their sources are probably one of the most audited code in the world. Combine that with self sovereignty which protects against political backslash from K shaped economy and acceleration of margins flowing to capital, I don’t see much else. To be honest this is my macro view but it’s a pretty grim one.
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26/26 Apparitions revealed
676 total Snarks burned
Current floor price ~ .6 ZEC
Approximately $500,000 just got burned by the @zksnarks_ community
Insane experiment, excited to watch this team continue to cook over the next few months
zkSNARKS just deployed a unique experiment where you can burn 26 individual SNARKS to get one "Apparition" unique 1/1
18 of the 26 total available have already been revealed and it went live only 1 hour ago
Only 8 left
That means 468 SNARKS at .5 ZEC floor price just got burnt
Holders just lit $300,000 on fire in less than an hour
Cool experimentation
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How'd I do
THE EXPERIMENT IS OPEN_
ANY HOLDER CAN PURGE 26 ZKSNARKS TO RECEIVE AN APPARITION.
THE APPARITION IS YOURS.
THE PURGE IS PERMANENT.
ENTER:
zilkroad.com/apparitions
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95 zkSNARKs bought by the SNARKSTR treasury.
47 sold for 22.38 ZEC, and every sale bought and burned $SNARKSTR: 70.8M burned.
48 held and listed on Zilkroad.
100 soon.
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Interview with @SoskaKyle to discuss the generational HYPE trade, what it's like trading with @ThinkingUSD, and how to make it this cycle.
0:00 Bull or Bear Market?
2:49 Kyle’s Journey into Crypto
8:44 “Would You Be Right or Make Money?”
15:52 Teaming up with Flood
21:01 The Famous $HYPE Trade
36:02 Bitcoin and the Quantum Problem
43:20 $ZEC vs $BTC
46:30 Selling All Their $ETH
52:53 Crypto’s Real PMF
1:00:05 Are Great Traders Born or Made?
1:11:11 Memorable Trade (A Painful One)
1:21:39 Cycle Skip Theory vs 4 Year Cycle
1:26:50 Midcurve Traps & Onchain Metas
1:31:40 Hardest Lessons & How to Make It
1:37:55 Managing Tilt & the Art of Selling
1:49:02 Regrets and Final Words of Wisdom
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"it's bottomed" is the most expensive sentence in crypto.
We built a page that shows which coins actually have, and which are still getting there, read from what holders are doing on-chain, not from the chart.
sparsitydata.com/bottoming
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Collector crypt is the most undervalued business in all of crypto based on CURRENT METRICS
Let alone what things will look like after Coinbase and ripmart
I’m super duper long $CARDS
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- SI push from Elon & Trump
- Confusion around Nate's latest post on AI & other eco coins
- Palpable desperation on the timeline and some long-term supporters publicly freaking out
- Premise of a FU pattern being drawn on the chart (IYKYK)
- 70%+ drawdown from peak
- 3 days before Token 2049, 4 days after Robinhood summit
I don't like to call bottoms, but this would mark a nice one for AI
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I genuinely see AI as closer to Stonk than it is to Fartcoin.
It’s the ecosystem token not by higher ups anointment or memetics, but mechanically: by platform design, vault structure, liquidity pools architecture.
I don’t see how the dumbest president deciding ipso facto that AI is now SI changes anything about that. Even less so if it’s the guy who tried to rename this place nonstop for three years and we still call it Twitter.
I’m open to be wrong though, and price action clearly points to that, so please fud me hard in the comments. Maybe I missed something.
Also, there have definately been mediocre comms at best from within the Long eco for weeks now, I’ve tried to call them out repeatedly. Clarity and precision is always absolutely key.
Vagueposted word salads don’t cut it in the big 26 over a couple milli mcap.
Substance hasn’t changed though, only price.
The Inu is still artificial.
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if you showed someone a paragraph written by AI in 2023 vs 2026, most people wouldn’t be able to tell the difference. it all still reads like slop.
if you compare ai videos from the past to today, the difference is pretty insane. this is clearly going to become the slop of choice for everyone, from entertainment to advertising.
it’s not just the ai influencer stuff that’s going viral recently, there’s paid streaming services like ReelShort on track to make >$1b in 2026, almost every facebook/tiktok ad (trillion dollar industry) is ai-generated now, i don’t even want to think of the porn industry
most of the ai discourse on tech twitter is about coding but seems pretty clear that video is the 2nd biggest pmf for ai already