CypherPunk Founder @ExNihiloPrivacy | Founder @onchainhistory | Never Financial Advice |

Joined May 2023
940 Photos and videos
Pinned Tweet
21 Nov 2024
Who did what first in Crypto? Initial innovations or being the first doesn't guarantee success but knowing history is profoundly important to our future. Heres a timeline to learn about early innovations!If you have any discrepancies or additions to add please reach out. 🧵 1/25
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Jun 15
Here is an update on @variational_io : Found bottom support on @aspecta_ai at around $7 per $VAR, puts points value at around $21 OTC Points just had a huge order placed at $15 per point for 150k while an order at $21 per point for 21k is still the top offer No sell orders under $30 @Polymarket odds of 1B still at 25%, which analyst from researchers like @tiger_research_ predict will be the FDV at launch $30 per point is a value of 1.05B FDV where $15 per point is around 550M FDV at 25 % airdrop for holders . So right in the middle @aspecta_ai pre-market trading is taking place Now what pushes the value towards 1B valuation? It all comes down to the success of RWA, which imo is already undervalued and not priced in. Let’s look at some RWA assets metrics comparison to @HyperliquidX: XAU(Gold): Hype Volume: 80M OI: 115M Var Volume: 23M OI: 55M XAG(Silver): Hype Volume: 132M OI: 80M Var Volume: 5M OI: 13M $SPCX: Hype Volume: 554m OI: 269m Var Volume: 18M OI: 10M $NVDA: Hype Volume: 60m OI: 169M Var Volume: 1.7M OI: 1M Now I did this for every asset on Hype and Var and took the averages. Var/Hype Ratio: Volume: .045 OI: .067 So let’s say in terms of RWA variational is 1/20th the size of HyperLiquid, then that could put $VAR FDV at 3.2B and points at $87 per point valuation. Now these can always be over estimated with these projects especially with farming taking place now (inflating metrics) but @variational_io still has 100s of assets to list and they are doing so in a way that’s outpacing every competitor. Factor in the backers and OMNI which offers so many more products, I really do think we could see points hit around $50 before TGE. NFA
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In Q1 2026, cumulative RWA perp volume grew 33x to $122B. Q2 totals already blew past $200B. Our new report answers why @variational_io chose a brokerage model vs a CLOB, and what that means for meeting this growing demand: defillama.com/research/repor…
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Jun 15
Here is an update on @variational_io : Found bottom support on @aspecta_ai at around $7 per $VAR, puts points value at around $21 OTC Points just had a huge order placed at $15 per point for 150k while an order at $21 per point for 21k is still the top offer No sell orders under $30 @Polymarket odds of 1B still at 25%, which analyst from researchers like @tiger_research_ predict will be the FDV at launch $30 per point is a value of 1.05B FDV where $15 per point is around 550M FDV at 25 % airdrop for holders . So right in the middle @aspecta_ai pre-market trading is taking place Now what pushes the value towards 1B valuation? It all comes down to the success of RWA, which imo is already undervalued and not priced in. Let’s look at some RWA assets metrics comparison to @HyperliquidX: XAU(Gold): Hype Volume: 80M OI: 115M Var Volume: 23M OI: 55M XAG(Silver): Hype Volume: 132M OI: 80M Var Volume: 5M OI: 13M $SPCX: Hype Volume: 554m OI: 269m Var Volume: 18M OI: 10M $NVDA: Hype Volume: 60m OI: 169M Var Volume: 1.7M OI: 1M Now I did this for every asset on Hype and Var and took the averages. Var/Hype Ratio: Volume: .045 OI: .067 So let’s say in terms of RWA variational is 1/20th the size of HyperLiquid, then that could put $VAR FDV at 3.2B and points at $87 per point valuation. Now these can always be over estimated with these projects especially with farming taking place now (inflating metrics) but @variational_io still has 100s of assets to list and they are doing so in a way that’s outpacing every competitor. Factor in the backers and OMNI which offers so many more products, I really do think we could see points hit around $50 before TGE. NFA
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If anyone uses OMNIAG you’ll get a 50 percent increase on fees compared to most others code(should equal out to 17% one of the highest point boosts)& I’ll give you a portion of your fees back you HAVE to message me weekly tho to be eligible so I can keep track & send it back.
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OG Anunoby is FRIED 😭😭😭

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Jun 15
Congrats Gaethje but for the love of god someone get that terrorist Ali out of the fucking cage. Absolute disgrace to have him anywhere near the event. @ufc
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Jun 14
Knicks fans on one and trash a school bus🤣 Riot police patrolling be safe out in NYC tonight! @polymarket can we get an over/under on damage done to the city tonight?
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JUST IN: šŸ‡®šŸ‡·šŸ‡ŗšŸ‡ø Iranian state media confirms deal with the US and says it includes lifting sanctions, withdrawing US military from around Iran, and ending the naval blockade.
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ā€œI said to YOU to never sell your Bitcoin. I never said that THE COMPANY wouldn’t sell its Bitcoin.ā€ Jesus Christ.

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šŸ”„ NEW: Citrini Research calls $HYPE a compelling investment, noting Hyperliquid has accounted for nearly half of all crypto token buybacks in 2025.
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Replying to @SecWar
This isn’t complicated: Get a warrant if you want to pilfer through Americans’ data. That’s what we ask, and what the Constitution demands.
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Jun 4

ALT Lotr So You Have Chosen Death GIF

2 Sep 2024
Ride or Die. #Bitcoin
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Jun 4
What’s the over and under on how many millions of dollars in damage there is in NYC after @nyknicks win the chip & everyone riots? @Polymarket can we get a market set up? Anyway, Knicks in 6 & Godspeed.
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Jun 1
Nearly top 5 all time in @variational_io post views. Only #79 on posts those are rookie numbers If you use my code OMNIAG I’ll give you back 50% of what you earn me. I have multiple whales who will be earning an extra 10k at launch Shout out @muarmemuar for the cool tool! omni.variational.io/?ref=OMN…
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May 31
Looking for artists in the crypto space who are looking for work! Need multiple artist. If anyone has any suggestions or anything please tag them below. Should be a fun project involving physical pieces as well as Digital/NFT pieces. Send me over some of your work & rates!
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May 27
Update: @HyperliquidX $HYPE Then: $26 Now: $60 Gains: 2.4x @AskVenice $VVV Then:$2.81 Now: $17.12 Gains: 6.11x @variational_io Points Then: $5-$6 Now: $20-$25 Gains: 4x @Polymarket Valuation: Then: 9 Billion Now: New round at around 15 Billion Gain: 67% Conclusion: Spotting narratives early is the alpha. Most if not all these mentioned in that tweet outperformed the market and were better holds than 95% of the plays in crypto.
Jan 10
The three P narratives for crypto 2026 & why: Perps: One of the few revenue generating products in crypto that is extremely sticky. Equity perps are coming allowing tradfi to speculate on stocks 24/7 while exposing crypto users to equities. 25-40B volume daily across all perp DEXs. As everything begins to go on-chain there will be more opportunities to long and short these assets- Equities, RWA, Synthetic ect. Potential Meta Picks: @variational_io, @HyperliquidX & @Lighter_xyz Privacy: A public ledger is great for so many things & is a main reason why blockchain is an imperative for a better world. Outside of government over reach & scenarios of oppression in dictator ran countries, the main catalyst for this meta at this moment is actually tradfi. As traditional institutions join the space, they willl want some level of privacy. They don’t want everyone to see what trades they are making and when, as it takes away competitive edge/allows for front-running. Potential Meta Picks: @monero, @aztecnetwork, @zama, @AskVenice REDACTED😈 Prediction Markets: Bet on anything narrative, a new form of informed gambling that aggregates information (& insiders) & allows for a more well-informed and well-prepared society. Has its own issues but theoretically is sound in term of users and should be a solid revenue generator. Volumes are exploding after the 2024 Elecrion brought alot of eyes to this meta. Weekly volumes consistently above $1-2B combined. Polymarket raised $2B at valuations hitting $9B & Kalshi raised $1B at an $11B valuation. Potential Meta Picks: @Polymarket, @Kalshi, @trylimitless, @MyriadMarkets
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May 26
Well, @variational_io is shaping up to be one of the biggest airdrops of 2026. VAR hit over 700M MC on premarket valuation today on @aspecta_ai & nearly a 70% chance to hit over 500M on @Polymarket. At these valuations, VAR is slated to do 250M-350M in airdrops at 50% of the supply. Even if there are 100k users to reward at only 25% of supply for the first airdrop at 600M MC, then VAR will be a top 10 airdrop OF ALL TIME based on airdrop size per user at launch. That’s above @uniswap airdrop size per user at starting valuation based on the analysis from @perplexity_ai, @grok & @ChatGPTapp. Thats INSANE. Only @Polymarket could do more but they have over 20x the amount of users. Variational is seriously underfarmed and extremely lucrative at the moment. Use OMNIAG and you will get one of largest point boosts out (details below) as I am giving back 50% of points earned & doing multiple referral fee giveaways as we approach launch. omni.variational.io/?ref=OMN…
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May 26
Please make sure you pm your points at the end of each week to be eligible, I have a large amount of referrals and it’s hard to be on top of everything. Just a simple message each week with a pic of your points is finešŸ™‚
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May 25
Since all crypto influencers have turned pokemon influencers here’s a fun fact for you. Only ONE Pokemon illustrator has dropped an NFT collection/s. @_NaokiSaito dropped @MEGAMINFT the only full 10k collection (other small collections are extremely small in comparison). The highest priced @Pokemon card by Naoki Saito, is about 1k. There are dozens of cards priced between 200-1k USD with print sizes into hundreds of thousands which pushes these Naoki Saito supply into the millions. Meanwhile, MEGAMI is under $100 for a 10k collection. Now it doesn’t have the Pokemon IP but I think it’s fair to say with no other artists dropping a NFT collections EVER, These may be undervalued? But what do you think? megami.io
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The Variational protocol now supports over $1B in open interest.
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