Descended of Maui.
Joined June 2024
- Tweets 6,387
- Following 1,287
- Followers 589
- Likes 16,957
1,738 Photos and videos
The more updates I see on this the more I want to play đ´ââ ď¸
An aged pirate treasure map drawn as a game-mechanics infographic: Seas of Spark is not about just fishing and fishing...
It's about progressing in the storms, survival, PvP, leadership, pirateship, collecting, raiding, and rum.
Get ready, pirates.
We are gonna have some funđ´ââ ď¸
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Warsh hates forward guidance; his terse debut presser is its own volatility risk.
The variable nobodyâs modeling today: Warsh barely talks.
Heâs called forward guidance a credibility risk. After years of Powell telegraphing every move, the market may have to trade a vacuum.
Less hand-holding, sharper moves. Watch how little he says as closely as the dots themselves.
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The relief case (soft core, oil down) vs the hawkish counter (Goldman cuts to 2027)
Honest both ways into the Fed:
Relief case: core inflation cooled to 2.9, oilâs falling, smart moneyâs buying. Dovish dots and 70k opens.
The counter nobodyâs pricing: Goldman just pushed cuts to 2027, and 72 of 102 economists see no cut all year.
The rallyâs betting relief. The base case might be neutral.
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Decision day. Everything compresses into the dot plot Warsh presser in hours
Decision day. The whole month compresses into the next few hours.
BTCâs at a two-week high, holding 66k, smart money buying. The rateâs a formality at 98 percent hold. The dot plot and Warshâs first words are the entire game.
Watching, not chasing. The rally front-ran the dots. Now they answer.
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The Joker making sense of the senseless
âWhy is a free life such a crazy idea đ¤Ąâ
Grateful to live where I do cause here we take the fruit and plant our own trees. We set up water stations for all to collect free clean and safer water to consume.
We do all that is wrong in the world and make it right. Pacific Islanders are just built different 𼼠x.com/TrueOnX/status/2066858âŚ
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Been watching this getting built and look exciting. Hard to imagine what can be done in less than a week took years of full dedication team to build.
Anything is literally possible try on build now days with the rapid increase of Ai
If someone had said I could vibe code a game like this in 4 days, a few years ago, I would never believe it
Seas of Spark getting real
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Jun 15
ETF inflows broke the streak ($85.8M, best in 4 weeks). The signal watched all month
Iâve said it every day for two weeks: watch ETF flows, not the price.
They just broke the streak. 85.8 million in net inflows, the strongest single day in a month. BlackRock led with 58.
The biggest source of forced selling finally turned. One day isnât a trend. But itâs the day I was waiting for.
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Jun 15
Peace deal nearing signing oil drop BTC to $66K. The monthâs overhang resolving
The thread that drove this entire brutal month is resolving.
US-Iran peace deal nearing signing, ceremony set for the 19th. Hormuz reopened, oil dropped 3 percent. BTC ripped to 66k.
Lower oil, lower inflation pressure, better case for risk, right into the Fed.
The overhang is lifting.
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Jun 14
Friday I said PENGU was leading the bounce. Being honest: it faded over the weekend, still down 9 percent on the week against Bitcoin.
Led, then gave it back. A two-day pop isnât the turn. The brand-IP thesis only proves out if it holds strength through a real up move. The Fedâs the next test.
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Jun 14
98.3% no-change. The dot plot tone is everything. $68-72K vs sub-$60K
The first Fed meeting under Trump lands Tuesday. Almost nobody expects a rate change, 98 percent priced for a hold.
So the decision is a non-event. The dot plot is the whole story. Dovish dots and 68 to 72k opens up. Hawkish and 60k breaks.
Watch the dots and the tone, not the rate.
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Jun 14
If you invested $100,000 into SanDisk in April 2025, you would have over $7.2 million today.
$SNDK is up more than 7,100% in just 14 months.
This is the same stock Leopold Aschenbrenner disclosed a $12.9 million stake in back in November 2025 at around $254 a share. SanDisk just crossed $2,000 a share for the first time ever.
7,100% in 14 months. One of the most extraordinary single-stock moves in recent memory, driven entirely by the AI memory chip demand wave.
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Jun 13
Pudgy Penguins just shut down Pudgy Party.
It hit number one on the App Store and a million downloads.
They killed it anyway, to pour everything into Pudgy World, the better product.
Chase the great game, not the vanity metric. Conviction, on chain.
So many points of views just noise but a few point out genuine feedback will be interesting how they go from here.
Jun 13
So Pudgy Party is shutting downâŚ
This is likely due to lack of players and lack of revenue to keep the game running and profitable!
I explained a little bit why games fail but might make a part 2 if more people want to know!
If you want a part 2 let me know in the comments
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Jun 13
ARC Raiders at 16M copies is the model Web3 gaming keeps failing to copy
ARC Raiders just crossed 16 million copies.
A paid extraction shooter, niche genre, half a billion in revenue.
No token. No airdrop. No wallet. Just a loop so good people pay and stay.
Thatâs the bar Web3 gaming keeps skipping. Build the game first.
Everything else is a feature, not the product.
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Jun 13
The 2026 question flipped from âshould we use blockchain?â to âwhich chain ships a game that retainsâ
Web3 gaming finally grew up in 2026.
The question stopped being âshould we put it on chainâ and became âwhich chain gives our game the best shot at retention and a real economy.â
Immutable for NFT econ, Ronin for retention, Abstract for IP and reach. Specialize or die. The yield-farm era is over.
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Jun 13
First green week after the gauntlet, but F&G still 12 and FOMC Tuesday. Measured
First green week in a month. BTC back above 63k, up 1.4 percent.
But fearâs still pinned at 12 and the Fed lands Tuesday with its first dot plot since March.
Markets are pricing a 50 percent chance of a hike this year.
Stabilizing, not celebrating. The last gauntlet gate is the Fed.
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Jun 13
Get the incubators ready the @Pocket_Dragons_ hatchlings are about to drop and you donât want to miss out on this cute collection but imagine the merch that could follow đđ
Jun 13
GM! âď¸
We just updated our PFP from this... to this. đ
Every day we're refining the art, improving the design, and making the @Pocket_Dragons_ experience even better for you.
We hope you love the new look.đâ¨
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Jun 12
PENGU 4.5% wk, outperforming the market. The relative-strength turn finally shows
I said if the turn was real, the high-beta brand plays would lead, not lag.
First sign of it: PENGU up 4.5 percent on the week while the marketâs up 2.
Outperforming for once, off the lows.
And it shipped a new game this week while the macro stared at SpaceX.
One green week isnât a trend. But itâs the right start. I build here.
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Jun 12
GM World of CT
Winter is here on my side of the đ
Reminder to touch grass.
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Jun 12
Headline PPI hot 6.5% but core soft (4.9% vs 5.4% expected). Market looked past the headline
Everyone saw PPI print 6.5 percent and braced. Look closer.
Core PPI came in soft: 4.9 percent versus 5.4 expected, monthly 0.4 versus 0.5. The scary headline masked cooling underneath.
The market looked past the number to the trend. Thatâs why it bounced instead of broke. Read the core.
Schedule: 10:00am NZT
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Jun 12
SpaceX cleared the biggest IPO ever Trump cancelled Iran strikes. The drain is behind us
The thing that drained crypto for two weeks just ended.
SpaceX cleared the biggest IPO in history, 75 billion raised. Trump cancelled the Iran strikes. The marketâs green across the board.
For two weeks the rotation excuse held. Now the IPOâs done, the excuse expires. Watch the capital come back.
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