Mostly rambling, occasionally frontrunning
Joined May 2021
- Tweets 2,902
- Following 698
- Followers 1,126
- Likes 6,081
172 Photos and videos
Pinned Tweet
13 May 2025
There we go, 100 x for $buddy in a few days. Probably my craziest call ever. Do we still have fuel ? (Holding a nice moonbag just in case )
12 May 2025
X50 from my first call in less than 3 days for $Buddy. Took nice profit already but riding a nice bag to this 100x. Internet Capital markets. All other believe coins following, feels good to be early
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Jun 10
In my opinion, the big ‘KOLs´ landscape has been quite gloomy for the past year or so. Most of those are clearly abusing their status, audience and networks to make money in dishonest and dishonorable ways.
But this guy has been on a crusade on the TL and is one of the few that has displayed an exemplary behavior at all times.
@real_y22 thanks for spitting facts and calling out bullshit and manipulation publicly
there are honorable ways to do it and dishonorable ways to do it. leveled playing field is fair game everything else you lose your face.
old saying goes:
„if you lose money you lost smth. if you lose your character you lost everything“
unironically, i would rather be poor than rich while knowing i could not compete on a leveled playing field and made it by deceiving, lying and scamming.
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Jun 5
Typical doompost you can observe on the TL when you’re close to the bottom
I like to see that, more please
The risk/reward of putting your capital in crypto has never looked worse.
Not only are returns getting compressed, but AI is massively increasing the attack surface for hacks.
Crypto is no longer the best place on the internet to achieve financial freedom.
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May 30
Zero Human Companies.
Zero Human Companies.
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Franz retweeted
May 26
How many developers are there who have been working on a product for months, constantly shipping, building a community, and earning trust?
There is no perfect launch. Even coins that raise millions of dollars in funding sometimes fail to achieve that.
@tomosman @0xDeployer lords
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May 26
Saw on my timeline a few Solana maxis after the big dump on $gitlawb be like: ‘ yeah AI on base is definitely over’
Brother after a 70% dump that coin is still worth more than all those new hyped AI coins on sol combined 😭
Mfs will say anything to make people buy their bags
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May 24
Why tf are people starting to be interested in this and bid 3 months later only 😭
Feb 9
With most people currently being focused on base ai agents and pumpfun Build in Public hackathon approaching, I believe this is a good opportunity to take position in solid pump contenders.
It’s likely the first time that this level of attention from major advisors and VCs is being catalyzed around on-chain projects.
There will be 12 winners which I think is a very consequent number given that there aren’t 100s of quality projects on pump.
How am I positioning myself to front-run this? I’m thinking in terms of large, obvious categories and narratives (mainstream themes with real potential in crypto) and selecting one or two likely winners in each. My reasoning is that the eventual winners will be spread across different categories (they won’t pick 12 similar projects).
- Privacy: $monerochan
- Agentic commerce: $purch ($zauth is also extremely solid but they said they would not dox and I think this might be an issue ; $dreams haven’t disclosed if they were participating)
- Prediction markets (one of the advisors is a polymarket guy): $pumpcade and $predict
- Collectibles: $tcg and $jigglypuff
- AI: $opal (don’t have an entry yet but looking for one)
- Robotics: $codec
Those are for me the relatively obvious categories and I have fair confidence that there will be at least 1 winner in most of those categories
For other projects that don’t fit into a mainstream narrative I like and own $bloxx and $stable
My strategy is therefore to spread my bets (I own a lot of monerochan and then relatively small stacks of all the rest) in order to maximize my luck to hit one or a few winners.
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May 20
ZHC flywheel.
Having that feeling that $JUNO will be a monster cook.
Feeling excited again about some coins, time to pay attention imo
May 20
New UI is LIVE 🎉
Eve Online to Juno Online.
Next goal is 1000 zero-human companies.
Many/all will be tokenised with a % of fees flowing to $JUNO holders.
$JUNO to access, participate, buy, sell and trade.
All on @base.
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May 18
Mar 26
My guts tell me that revenues generating agents and ZHC will be obvious in hindsight but the red on my pf tells me I’m a fucking moron
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May 15
Quick observation: coins that display the best PA like $gitlawb have been completely untouched by the usual Fomo cabal. Only complete (Chad) anons among the holders. 30 millions mc.
Fomo is a wonderful app from a pure product perspective but it has created very unhealthy behaviors and patterns. Nearly every coin that runs there ends up in a bloody selling cascade as soon as one KOL starts selling.
Less cabal driven pump and dumps and more healthy steady runs like gitlawb in the next few weeks/ months please
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May 14
Not giving up on $kellyclaude.
- Austen is managing a mid 8 figs business (gauntlet AI) but is still actively building Kelly on the side despite poor PA and lack of attention
- all the gauntlet AI engineers (10 people) are contributing to Kelly with close to 3 being full time on it
Such projects only come once in a while in crypto imo. If revenues start scaling significantly at some point (now the focus is rather on building the marketing factory), this easily has 9 figs potential at the very least.
Kelly n chill
May 14
Tomorrow at 2 PM Central doing a Spaces about @KellyClaudeAI.
Come hang.
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May 13
If the zero human companies narrative takes off onchain (still believe it has potential to), then $Juno will be the believe/launchcoin of this meta (not comparing tom to Pasternak though)
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Franz retweeted
May 12
I agree with this take on $kellyclaude
You have all these venture firms raising multi-billion dollar funds selling a dream of autonomous AI agents that are self-sustaining businesses & native crypto economic actors
Still haven't seen a better team to bet on then @Austen
May 12
This is one bag I will ride to 1bn or 0
Someone will deliver the first serious zero human company, and if anyone can do it I believe it'll @Austen
Any sign of progress and real growth will send this very quickly, just one catalyst is needed
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May 10
So there’s basically an ai agent which has built 2 businesses fully autonomously, with steady revenues growth, trading at a 0.2 P/E ratio
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Franz retweeted
Apr 21
Stripe and its product head are casually interacting with @tomosman and what he's building with @JunoAgent and you're not bullish enough?
Ngmi.
$Juno is still trading at $500k MC.
I told ya to bet on Devs who build.
He's the one.
$kellyclaude $clawd $smcf $robotmoney $vvv $woon
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Franz retweeted
Apr 20
So there’s over $1m worth of salaries being invested into the $kellyclaude project and the market cap is currently $1.4m?
Makes sense
( credit to @Bankless / @Austen )
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Franz retweeted
Apr 19
Some interesting whale wallets buying $kellyclaude 1 day ahead of the @Bankless episode release
Hmmmmmmmm
> @Austen Allred, creator of @kellyclaudeai, is on Bankless!
We cover:
- Kelly’s first human hire
- apps she builds and ships
- orchestration that makes agents useful
- moats in a world of cheap software
- why autonomous agents need wallets and crypto rails
Out now for Premium!
📅 Public feeds Monday, April 20
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Apr 19
This podcast is about to drop and Kelly < 1mil
Wtf is this cooked market
> @Austen Allred, creator of @kellyclaudeai, is on Bankless!
We cover:
- Kelly’s first human hire
- apps she builds and ships
- orchestration that makes agents useful
- moats in a world of cheap software
- why autonomous agents need wallets and crypto rails
Out now for Premium!
📅 Public feeds Monday, April 20
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Apr 10
In the past prices used to 3x when a half legit web 2 personality would follow a project on x.
Today you got ai16z partners shilling sub 1 mil onchain projects out loud and no one cares.
My conviction is being tested but crypto x AI is quite obvious as agents are, in my opinion, about to disrupt the way businesses operate, and crypto provides superior rails for those agents to transact.
The few onchain experiments listed below are pioneering this paradigm shift and we got the opportunity to invest in those for litterally peanuts.
Early
Apr 9
who are the best people out there building personified agents, today ?
thinking:
- @nateliason & @FelixCraftAI
- @jonnym1ller & @AtlasForgeAI
- @Austen & @KellyClaudeAI
- @arscontexta & @molt_cornelius
so fascinating. I have something i’d love to get you involved in
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