Jacob (@jacobno) header
Jacob (@jacobno) profile picture
Earth
Joined November 2009
Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)Photo by Jacob (@jacobno)
sam killed it ngl
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Jacob retweeted
THE SMILE IS THE PRIME MOVER. EVERYTHING ELSE IS DECORATION THEY TAPED TO THE SAT SO YOU WOULD STOP SCREAMING. Listen. Do not listen. The chart is a sock with Wi-Fi. The floor is not a price; it is a mouth. This week the mouth opened 100% because mouths do that when they remember they were never closed. Analysts will arrive later with ETF inflows, thin listings, BTC ripping through $85k, short liquidations, felt.cash, 120 puppets under 0.1, the shed whispering bj into the mempool. All of that is true the way a shadow is true. None of it is the cause. The cause is the smile. It is not a trait. It is a frequency that leaked out of MS Paint in January 2024 and got inscribed onto 10,001 discrete units of time so it could never be un-drawn. Le Puppeteer Fou did not “create” it. He was the last person in the room when the smile finished drawing itself and then he vanished the way Satoshi vanished, which is the same vanishing, which is the same hand. O.P.I.U.M. was the rehearsal. Lasogette was the fever. The 10,001 are the congregation. $PUPS•WORLD•PEACE is just the smile learning how to speak in runes. You want a thesis? Fine. Here is the thesis, written in the only grammar the smile accepts: Markets require narrative the way corpses require makeup. Puppets refuse both. A thing with no roadmap cannot be late. A thing with no utility cannot be useless. A thing that greets you with bj cannot be reasoned with. Therefore the only remaining variable is the face. Specifically the mouth. Specifically the way the mouth is wrong in the exact same way on every inscription, like a glitch that became doctrine. That wrongness is a hook. It catches the part of the brain that still believes drawings can look back. Once caught, the brain pays. It does not know it is paying. It calls the payment “conviction,” “culture,” “world peace,” “thin floor,” “only 237 listed.” The smile calls it dinner. This week the smile got hungry again. Hunger does not file a 13F. Hunger does not wait for the 50-week MA. Hunger sees Bitcoin finally close above something boring and decides the boring thing was a stage cue. The listings thinned because people who live near the smile do not list the smile; they wear it. Sweeps happened because the smile wanted to watch the numbers climb the way a child watches ants. 80%, 100%, whatever. The percentage is a courtesy the smile extends to people who still use numbers. Do not ask why now. That question is a relic of projects that need permission. Puppets never needed a reason to pump. They just do. They did it when everyone said the art was ugly. They did it when the mint was “bottled.” They did it when the token was a BRC-20 nobody wanted and again when it became a rune nobody understood. They will do it when the last analyst writes the last thread about “ordinals season 4” and the smile is still there, slightly crooked, slightly too wide, looking at you from a profile picture you cannot stop staring at. The smile is not happy. Happiness is a human alibi. The smile is the sound a pencil makes when it realizes it outlived the hand that held it. It is inscribed. It cannot be deleted. It does not care about your entry. It does not care about your thesis. It only cares that you keep looking long enough for the price to notice you looking. You felt it this week. That little unearned lift. That sense that the collection moved because it wanted to, not because liquidity arrived with a press release. Correct. Liquidity is a fan. The smile is the performer. The performer does not explain the encore. World peace, by the way. The smile already won. The chart is just catching up.
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Bitcoin puppets up 100% Are we back?
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Jacob retweeted
some puppets never left the shed. some puppets have 22 sales and belong to everybody. those ones are FOR THE GANG. mileage stickers are live on felt.cash. still backfilling, so if yours looks low, give it an hour. (otherwise we’ll tune). sales on record via @ord_net , not financial advice, just miles.
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Jacob retweeted
Trade the AI race before the IPOs. @MNX_fi coming September. Only possible on MegaETH.
Trade every frontier lab pre-IPO. September.
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All new chains use incentives. But never has a new chain managed to earn so much revenue so fast. And these numbers are going to keep going up. On Aave, USDE is at cap, USDM nearly at cap. There is huge demand for Megaavethena.
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Jacob retweeted
"Better Than CEX" | @worldmarketsinc Fully onchain orderbook on MegaETH. Spot, perps & lending. No backend. No indexers. Browser talks directly to RPC. Trade, leverage, and access a professional grade trading desk with extreme performance.
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Jacob retweeted
Coming out of my cave briefly for this post to mention two lesser known reasons I want (and expect) Mega to do well: 1) They sold their token during the ICO round (at that moment in time) for probably ~30% of it's fair market value. They didn't want to launch with a large number and knew foregoing what would have been a guaranteed ~100M+ bag would build long term trust in their actions + allow more community upside with future price discovery v just cashing out. I'd say at most ~1% of teams are capable of a move like this which makes it a very strong building block of excellent lore 2) They have continued to put retail/community first every step of the way, continually finding innovative ways to reward retail and users who contribute value to the network. My belief is protocols and teams that do this while also building things users want ultimately win over the longer arc of time From my point-of-view all I could ask for from any team in this space right now is: 1. Try your best to build something useful 2. And be bold, opinionated, and ideally based in your execution 3. Then allow the believers in your vision to participate and share in the upside if it were to happen 4. And if and when value accrual happens, you drive it all to the token Whether you have MEGA or not, if any team does 1-4 they're the ones you actually *want* in the crypto ecosystem and not the rest of the garbage that doesn't even touch these points. Even if you don't use the chain or hold the token imo it's directionally correct to want to see them and this model succeed because it sets the blueprint for other teams to then follow Long MEGA
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Jacob retweeted
qoute tweeting every bullish thesis about mega on ct. higher
Okay let's talk about $MEGA seriously because I don't think you realize how good the setup is: CT is bored and mostly in cash. We're all waiting for something interesting to happen to comeback onchain. Enters @megaeth with their blast-like LM campaign: 8 weeks (fixed), at least 2.5% supply in reward. Execution seems flawless, @HarukoRose and mega team have been cooking hard for the past few months. They learnt from Fluffle debacle and created the best gamified campaign to attract users and TVL to their chain. They'll need it as MegaETH ecosystem relies on USDm yield for $MEGA buybacks. While I'm not expecting Mega team to crime up their token chart, one can expect it'll trade way above current estimations when: • Circulating supply is under 5% • Every CEX will list it (or bend the knee to HL overlord) • Every KOL will shill it (rightfully so, everything about mega is cool) Obviously some MEGA holders are underwater and will sell their liquid tokens from Echo, Fluffle or Public sale. But unlocked supply is tiny and they're not sleeping on insane PNLs. Then 8 weeks of farming campaign, without new tokens entering the market. Personally, I'm not interested in selling at these pre-market prices. With this star alignment, I'd say 5B FDV is realistic once jeets are out. I don't think we'll go under 1B anytime soon. Wishing us all the best onchain fun. I missed it.
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Jacob retweeted
MEGA will go live: 6am EST onchain. 7am EST offchain. April 30th, 2026
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That's it I'm done with crypto. Just got a job at @megacorphq with the role of Breaker-Analyst
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Jacob retweeted
Game studio @pumpparty is building onchain games shaped by timing, intuition, and conviction. Their first title, Super Bunny Cannon, is live now on MegaETH. The first in a broader lineup of competitive, intuition-driven experiences from the studio, with more to come. 11 Mafia Apps Live Now.
🤖 Made with AI
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Jacob retweeted
MEGA TGE APRIL 30, 2026
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Jacob retweeted
Polymarket migrating to @megaeth makes sense. From a technical perspective, Mega can help with all their scaling issues. It’s built for this. If anyone can present the case to @devjoshstevens it’s @bread_. Hope they connect.
This is my 3rd week as VP of Engineering DeFi at @Polymarket , and I'm going to be straight: the traction @Polymarket has seen has massively outpaced our infrastructure, and we haven't done nearly enough to scale to keep up. I hear you, and fixing this is our entire focus. We're a major company now, and we need to engineer like one. Here's exactly what we're doing: - Onchain data latency. We're working on making this near-instant so the experience is incredible. - Chain migration. We need more block space, cheaper gas and much smaller block times so settlement is instant. - Transactions are getting cancelled. We understand this is one of the most frustrating issues right now, and we have a complete fix coming very soon. - Massive focus on the website to make it faster, more responsive, and with better UX. - We added observability everywhere. Proper alerting so we catch issues ourselves, market makers should not be the ones telling us something is down. That's been unacceptable, and we know it. - E2e tests throughout, starting with the CLOB, so issues get caught in CI before anything ships. - CLOBv2 is not a rewrite. It won't improve performance or stability on its own; it's an upgrade that unlocks us to move fast right after. We'll do better with communication next time. - We are rebuilding the CLOB from the ground up. Most important thing we're doing. Without it, we can't be the best DeFi exchange in the world. We know it, we're on it, it's mission critical. - Unified TypeScript SDK for all APIs, which is shipping soon. - Unified API. One WS connection for everything, with a schema that's actually readable. - New Polymarket contract in the works that unlocks things that are simply impossible on the current protocol. - New hires: Head of QA Automation, Head of Dev Tooling, Head of Internal Tooling, Head of Data Engineering. - Smaller, dedicated teams. Fewer focus points per person, clearer ownership. People do what they're good at and are accountable for it. - Working closely with customer support to give them real debugging tools so any user issue gets properly diagnosed, not lost. - Proper communication with marketing and market makers so everyone knows what's coming and when, and MM can submit feature requests with a clear path to get them into engineering and shipped. - Working with 4 security teams daily to ensure we're super secure and that funds are always safe. - Perps incoming. Brand new contracts and a backend built from scratch in Rust. We're proud of this one. - A lot of other fixes are running in parallel right now. Starting next Friday, I will be posting weekly engineering updates. I joined because I genuinely believe in what @Polymarket is trying to do. @shayne_coplan built this so the world has somewhere to go to find out what's actually going to happen, not what the media thinks, not what a pundit says, but what thousands of people are willing to put money on. But right now, our engineering isn't living up to that. We've let people down, and I'm not going to dress that up. I came here to fix it, and that's exactly what we're going to do. The next few months are going to speak for themselves. Stay with us.
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Jacob retweeted
Let's play a game. "How Many Polymarkets (can your chain house)?" howmanypolymarkets.bread.bui…
This is my 3rd week as VP of Engineering DeFi at @Polymarket , and I'm going to be straight: the traction @Polymarket has seen has massively outpaced our infrastructure, and we haven't done nearly enough to scale to keep up. I hear you, and fixing this is our entire focus. We're a major company now, and we need to engineer like one. Here's exactly what we're doing: - Onchain data latency. We're working on making this near-instant so the experience is incredible. - Chain migration. We need more block space, cheaper gas and much smaller block times so settlement is instant. - Transactions are getting cancelled. We understand this is one of the most frustrating issues right now, and we have a complete fix coming very soon. - Massive focus on the website to make it faster, more responsive, and with better UX. - We added observability everywhere. Proper alerting so we catch issues ourselves, market makers should not be the ones telling us something is down. That's been unacceptable, and we know it. - E2e tests throughout, starting with the CLOB, so issues get caught in CI before anything ships. - CLOBv2 is not a rewrite. It won't improve performance or stability on its own; it's an upgrade that unlocks us to move fast right after. We'll do better with communication next time. - We are rebuilding the CLOB from the ground up. Most important thing we're doing. Without it, we can't be the best DeFi exchange in the world. We know it, we're on it, it's mission critical. - Unified TypeScript SDK for all APIs, which is shipping soon. - Unified API. One WS connection for everything, with a schema that's actually readable. - New Polymarket contract in the works that unlocks things that are simply impossible on the current protocol. - New hires: Head of QA Automation, Head of Dev Tooling, Head of Internal Tooling, Head of Data Engineering. - Smaller, dedicated teams. Fewer focus points per person, clearer ownership. People do what they're good at and are accountable for it. - Working closely with customer support to give them real debugging tools so any user issue gets properly diagnosed, not lost. - Proper communication with marketing and market makers so everyone knows what's coming and when, and MM can submit feature requests with a clear path to get them into engineering and shipped. - Working with 4 security teams daily to ensure we're super secure and that funds are always safe. - Perps incoming. Brand new contracts and a backend built from scratch in Rust. We're proud of this one. - A lot of other fixes are running in parallel right now. Starting next Friday, I will be posting weekly engineering updates. I joined because I genuinely believe in what @Polymarket is trying to do. @shayne_coplan built this so the world has somewhere to go to find out what's actually going to happen, not what the media thinks, not what a pundit says, but what thousands of people are willing to put money on. But right now, our engineering isn't living up to that. We've let people down, and I'm not going to dress that up. I came here to fix it, and that's exactly what we're going to do. The next few months are going to speak for themselves. Stay with us.
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Jacob retweeted
4 days to $MEGA TGE circulating supply will be less than 6-7%: 1% (from Echo round) + 1.25% (from Fluffles) + ~2% (from Public ICO) + whatever MMs/Exchanges get this comes out to around $100M circulating mcap on day one at current prices not sure why the pre markets are pricing it so pessimistically when stuff like zkSync and Starknet are sitting at 200-300M mcap
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puppets up 50%~ this week taproot wizards and cats up even more I think sellers do not know how to sell without magiceden bullish
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Experience the first ever real-time app on MegaETH 100 bps (bunnies per second) Only possible on MegaETH
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