Access to intelligence should not depend on a handful of companies or governments. This is why open, decentralized, permissionless AI matters. This is why Bittensor matters.

Seems like the $BASE token is just around the corner. I just bought $Bnkr | @bankrbot to front-run the Base season. So, why $Bnrk? Bankr is an AI agent launch bot on Base that automatically earns fees from trading and self-funds its AI costs (inference/LLM) without needing any initial capital. Right now, Bankr is one of the main pieces on Base for launching tokens, besides $Virtual (which already has a pretty high mcap). The flywheel is self-sustaining: Launch token → trading volume increases → fees flow to creators (57%) platform → platform uses the fees to subsidize LLM/compute for agents → attracts more agents & users → even more volume. Key solid stats on Bankr so far: – Total volume: $4.7B – $30.36M total fees generated ($12M to Bankr $18M to creators) Recent projects launched through Bankr have been performing really well: $gitlawb, $aeon, $Nook, $clawbank, $Rootai. Compared to $Virtual sitting at ~$600M fdv, I think $Bnrk at just $44M fdv looks way more attractive. I believe once @base launches its token, the degen wave on Base will come roaring back, bringing tons of new projects and launches, which should give $Bnkr a strong tailwind.

Seeing more projects move toward practical / compliance-ready privacy instead of pure anonymity. And if you noticed, @SuiNetwork just took a step in that direction with Confidential Transfers. Current stack on Sui rn: – Confidential Transfers (Devnet): hides amounts & balances selective disclosure/auditors – Gasless Stablecoin Transfers (Mainnet): zero gas payments – zkLogin: private auth The Moat on $Sui has always been speed low costs, and now adding this privacy layer on top could be a big hit for stablecoin payments on Sui, I think.

A guy getting a forehead tattoo for 40 SOL is the most cursed thing in this market I’ve ever seen. Within hours after launch, @Pumpfun GO had 320 active bounties, 1K submissions, and ~$205K in rewards. The minimum bounty is only $5, so anyone can instantly become a buyer of labor, content, or attention. By now: – $58K paid out – $265K unclaimed rewards across 750 bounties – 3.1K submissions Still, the forehead tattoo incident showed why the upside could get very stupid very fast. Dude went viral and $BOUTYWORK ran way harder than the actual bounty was worth. Trenchers used to raid for $WIF, $CHILLGUY for free. Now Alon wants communities working for their bags while actually getting paid. I get it. He wants the game to be more fun. A token creator can now put $5K into escrow and pay people globally for memes, TikToks, Spaces, clips, IRL content, and whatever stunt can push the narrative forward. People don’t even need to gamble on the token. They can take fixed SOL rewards while the community takes the market risk. Best case, every token treasury becomes a customer acquisition budget. Token launches → dev earns fees → GO bounties → hunters compete to produce content → more buyers → more fees → treasury grows → next campaign. A full marketing team can now be summoned from the internet. Why do I think GO might create a fresh wave for memecoins? – plugs perfectly into every Pump.fun product – largest factory of internet-native assets that need attention to survive What I'm really waiting for is enough completed tasks so GO starts creating a public market price for human attention. Web2 knows pieces of this data, but it hides them inside ad auctions and private brand deals. If we keep getting more fun on the internet, pumpfun keeps printing money and more $PUMP gets soaked up. I riding that thesis.

What's the yield flywheel in onchain TCG that keeps ppl ripping packs? @Collector_Crypt | $Cards probably got the cleanest setup rn. > $146.9M Q1 revenue > $8.6M gross profit > $144.7M came from Gachapon I think the yield is in the pack design. Users buy packs at $50, $250, $1,000, pull tokenized graded cards, and the platform gives an instant 85–90% buyback floor. Downside is capped, while expected value is designed around 5–10% . Very different from 2021 #NFT mints where the whole strategy was mint and pray. CC buys inventory below market, sells packs, then routes most of the money back into cards, buybacks, and liquidity. Q1 gross margin was 5.9%, which means almost all pack spend is going back into the loop instead of just getting extracted. Way better than paying 13% eBay fees, waiting for shipping, and dealing with fake cards. The next interesting thing to me is the Loopscale integration, which lets users borrow USDC against eligible tokenized cards. So onchain TCGs just got a new #RWA primitive. Maybe the yield meta splits into 3 layers now: > gacha EV and buyback floors > revenue-funded gameplay rewards > card-collateral DeFi Pack sales create revenue → revenue funds inventory and $CARDS buybacks → tighter float and deeper liquidity → more ppl rip packs → more revenue. If this ain't pmf then idk what is.

Breaking: The $SPCX pair on @HyperliquidX just hit $8.22B in trading volume in a single day. no doubt that HL is gradually becoming the "onchain CEX layer" for everything: macro, RWA, and prediction markets. my long-term thesis on HL remains unchanged: the flywheel of volume → fees → $hype utility/buyback → liquidity → usage will keep self-reinforcing.

The largest USDC transfer in history. ~$4.4B sent to the Coinbase Hyperliquid deployer.

I think @3janexyz has been underground for months since inception. Now it just opened public deposits and launched its liquidity mining program, so don’t sleep on it anymore. The pool is now heavily focused on asset-backed facilities: – Backed by actual fintech credit assets including consumer installment loans (LendSwift) and SMB lines of credit (Slope) – Pool backing currently above 150% – USD3 tranche overcollateralized at ~162% – USD3 acts as the senior tranche, protected by sUSD3 j and first loss equity (for lendswift only) Key stats so far: – $10M senior warehouse facility with LendSwift (U.S. fintech lender) – $8.5M whole loan purchase with Slope – Current APY for USD3: 7.19% | sUSD3: 24.31% If you want early exposure to $Jane, the LM program is a great opportunity. To join: 1/ Deposit USDC into 3Jane 2/ Mint USD3 (credit-backed yield-bearing stablecoin) 3/ Receive $JANE emissions weekly based on your TVL share Note: $JANE is currently a non-transferable token, so it’s still early, iykyk.

Over $9.3M in net TWAP buying orders for $Hype loaded in the next 24h FYI: TWAP is an order type on @HyperliquidX. instead of dumping one massive market order or setting a single limit, TWAP auto splits your order into many smaller pieces and executes them gradually over time. this helps minimize slippage and market impact. I think the main reason many people suddenly turned bullish on $Hype again is the explosive Pre-IPO $SPCX volume on Hyperliquid. Right before the SPCX IPO, pre-trade volume hit over $760M in a single day (new ATH). Ppl are now realizing that the expected cash flow impact from the IPO might not be as massive as they initially thought. So… time to bring $HYPE back to 7x?

Dont just focus on the price, Hyperliquid's fundamentals still keep its momentum: > weekly active users just surpassed 200k > aggregated perps volume hit a new all-time high ( 8%) > rwa OI keeps breaking ATH ($3B atm) > hip-4 has already crossed $200M in volume and keeps printing > highest OI on the market for trading pre-IPO pairs > coinbase has activated AqaV2 on USDC Hyperliquid, yield is now flowing into the HL treasury and more Strong conviction in the setup. The next leg up for $HYPE is loading, imo.

.@solanafunded might be one of the first prop firms made for #memecoin traders. Solana = meme culture chain, so it makes sense to have a prop firm built around it. So, this guy Gulby paid $397 for a $25k 1-Step challenge and withdrew $11k (2,688% ROI on the fee). It's a pure Other People’s Money system. If you are good at meme play and can manage risk properly, this is one way to scale without risking massive personal capital. solanafunded.com/?ref=KAFF

told you I'm bullish on $SUI as one of the L1s for the next cycle. US-based team that actually understands the game. they know a chain without privacy tech won't cut it in this meta. confidential amounts today, confidential DeFi tomorrow. that's the much bigger game Sui is aiming for. you probably aren't bullish enough because the use case isn't just private stablecoin transfers for retail. @SuiNetwork could be used for: > M&A and deal flow > payroll on-chain > combining with @DeepBookonSui for large orders > protocols hiding vault activity from TradFi clients to avoid being targeted > private RWA mint and redeem flows on-chain > market makers moving funds to and from CEXs they studied where $ZEC broke and solved the failure point by enforcing balance integrity at the protocol level with ZK, removing the risk of unauthorized minting. but Sui isn't trying to disappear into the dark. regulators can still access data when needed through authorized and auditable processes. that makes it much easier for a huge chunk of institutional capital that still refuses to touch fully transparent finance to adopt. $SUI stays in my bag.

Memecoins are no longer trending. The narratives with the most 30-day mindshare are: 1. L1 blockchains 2. Derivatives / Perps DEXs 3. Stablecoins 4. On-chain stocks 4. Privacy Return to fundamentals szn.