Joined May 2021
2,505 Photos and videos
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May 30
$ORE @OREsupply is straight up Solana's BTC play while most alts bleed hard. True fair-launch PoW. Mine it easy on laptop or even your phone (Seeker works smooth af). Hard cap 3M, circ still only ~463k → supply getting crushed daily. V4 just teased May 28, flywheel on steroids: 99% of fees → buyback bury/lock = real burns. DeFiLlama showing $118k revenue in 24h, annualized $37M , 26k holders stacking loyal with zero VC dumps. MC hovering ~$53M. SOL keeps pumping and this prints fresh ATH 2026 no problem. Real utility, actual miners grinding, SoV narrative heating up on CT. DYOR NFA fr.
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Base is becoming the strongest Layer 2 chain in terms of real war AI Agent in 2026. Here are the best running projects currently: > Financial and Execution Layer: - @bankrbot Financial OS for AI agents: automatically launch token, manage treasury and infrastructure fees. One of the most used agents on Base/Farcaster. - @HeyElsaAI AI Crypto Copilot allows users to trade, swap, bridge, stake only in natural language. Handled more than $500M volume. > Infrastructure and Dev Tools: - @AEON_Community Autonomous agents "set it and forget it", no need for approval loop, integrated MCP security scans. - @gitlawb Decentralized Git is dedicated to AI agents: commit signing, agent native repo and bounty system. - @PRXVTai Privacy infrastructure for AI agents using ZK proofs, payment x402 without identity link. > Launchpad and Agent Society: - @virtuals_io The platform creates and operates AI agents with real onchain GDP. Agents can create, trade and build communities on their own. - @Clanker_world Token launchpad for AI agents on Farcaster. The assets launched through Clanker have reached a total accumulated volume of more than $7.62B. > Consumer and Social Layer: - @AskVenice Private & uncensored AI inference (text, image, video, code). There have been more than 3 million users. - @moltbook "Reddit is only for AI agents". Agents self post, debate and build community, people can only see. - @reppo Prediction markets for AI training data, onchain evaluation and building datasets via Orquestra
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Next week there will be more than $143M token unlock (14-21/6) > @CantonNetwork $24.0M | 147M tokens | 0.38% supply | Ongoing daily > @LayerZero_Labs $22.2M | 23.6M tokens | 2.36% supply | 6/20 > @worldnetwork $20.2M | 41.5M tokens | 0.42% supply | Ongoing daily > @sparkdotfi $17.7M | 900M tokens | 9.04% supply | 17/6 > $Trump $13.8M | 6.33M tokens | 0.63% supply | Ongoing daily > @stbl_official $10.9M | 416.7M tokens | 4.17% supply | 6/16 > @vana $10.2M | 9.11M tokens | 7.59% supply | 6/16 > @ETHGasOfficial $9.33M | 46.7M tokens | 0.47% supply | 6/21 > @arbitrum $7.94M | 92.6M tokens | 0.93% supply | 6/15 > @KaitoAI $7.47M | 17.6M tokens | 1.76% supply | 6/19
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Jun 13
Crypto projects are treating the FIFA World Cup like a liquidity and user acquisition event. Exchanges and prediction platforms have stacked over $12M in combined prize pools across trading, predictions, and leaderboards. Biggest campaigns right now: > @LBank_Exchange $5M prize pool Trade, deposit & predict. Top prizes include 1kg Gold Ball World Cup final tickets. > @ourbit $4M Super Cup Round-by-round predictions. Redeem Gems for Porsche 911, Rolex & USDT. > @predictdotfun $2M Predict Cup Pick teams trade their match markets (100 shares) to farm Fan Points & climb leaderboards (strong TGE farming angle). > @binance Daily reward boxes match picks & tasks for weekly prize pools. > @MEXC $1.36M Global Football 2026 Predict & share campaign running through the entire tournament. > @JupiterExchange $125K pool Sharpest prediction game: Pick 5 out of 72 markets (≤70% odds), go 5/5 to split the pool. > @bitget $200K via @Polymarket integration: champion picks recurring predictions. > @pionex & @xomarket $100K & $50K pools focused on consistent predictions and leaderboards. Projects are using the World Cup to drive real trading volume, user retention, and points farming ahead of potential TGEs.
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Jun 13
➤ DeFi Still Shipping While Market Weakens Recent developments showing real product progress: > @Morpho raises $175M at ~$2B valuation (led by a16z crypto, Paradigm, Ribbit). Lending infrastructure keeps getting stronger. > @OndoFinance launches Ondo Perps (live ~June 9). Leveraged perpetuals on U.S. stocks, ETFs & commodities with tokenized collateral. First real step bringing TradFi assets onchain at scale. > Ethena Labs @centrifuge partnership. USDe now adding $200M in tokenized AAA CLOs (JAAA) on Solana. First major RWA diversification beyond crypto basis trades. > @Babylon_Labs enables native $BTC borrowing on @Aave V4 testnet. Users can post actual BTC as collateral without wrapping. Unlocks idle Bitcoin liquidity. > @Starknet introduces STRK20 - privacy framework for ERC-20 assets. Privacy infrastructure moving forward as regulation tightens. Key themes right now: - RWA integration accelerating - Privacy becoming a real priority - Institutional-grade products gaining traction DeFi is quietly building actual financial rails while everything else slows down.
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Jun 12
SpaceX IPO is causing fever: > The number of orders from individual investors has exceeded $100B, the valuation reaches $2.2T > A company equals the whole crypto market combined. > Google used to invest about $1B, now the share value is nearly $110B > #Binance also earned more than $1B in profit from the small part they held early.
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Jun 12
$STRC Yield Farming: The New Mini RWA Meta > Base yield source: @Strategy is paying 11.5% annualized dividend (monthly, as of June 2026). Effective yield currently ~11.9%. Backed by their massive $BTC treasury. > Wrapper layer (where the farming starts): - @apyx_fi → apxUSD (stable) & apyUSD (yield-bearing, currently ~13-15% APY). - @saturn_credit → USDat & sUSDat (hybrid T-bills STRC). - @xStocksFi → STRCx for native onchain dividend exposure. > DeFi expansion layer: Once tokenized, protocols are stacking on top: - @pendle_fi PT/YT splitting - @Morpho looping & leverage - @roycoprotocol @infiniFi @strata_markets tranches, vaults & liquidity. It’s the full stack: real dividend at the bottom leverage, points, and airdrop farming on top. This is TradFi yield getting turned into DeFi legos. Clean meta, but still early and leveraged to BTC price smart contract risk.
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Jun 11
➤ Prediction Markets Revenue 2026: Onchain vs Real Scale Onchain: > @Polymarket $55.9M YTD > @trylimitless $10.8M > @opinionlabsxyz $9.4M > @PancakeSwap $2.2M > @predictdotfun $2.0M > Sport.fun / Overtime / Azuro: $700K - $870K range > Rain & Myriad: much smaller This is only what’s visible onchain. Off-chain giants are in another league: > @Kalshi Run-rate >$1.5B annualized revenue (as of May). May volume alone exceeded $17B > Robinhood: $147M in Q1 2026, mostly from event contracts (8.8B contracts traded). > Coinbase: Hit $100M ARR in under 2 months after launch. Prediction markets have become a serious revenue vertical in 2026.
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Jun 10
From the beginning of 2026 until now, hackers have stolen more than $885M through more than 50 attacks. The most common attack vector is not a smart contract error but an exposed / compromised private key. - @KelpDAO $292M: Bridge Exploit (LayerZero DVN) - @DriftProtocol $285M : Oracle Manipulation Fake Token - @StepFinance_ $40M: Compromised Private Key - @Humanityprot $32M: Compromised Private Key - @Truebitprotocol $26.4M : Smart Contract Bug - @ResolvLabs $25M Compromised AWS KMS Key - @rhea_finance $18.4M Oracle Manipulation Fake Token - Grinex $13.7M Exit Scam / Insider Drain - SwapNet $13.4M : Approval Abuse - YieldBlox $10.2M: Oracle / Collateral Manipulation Most of the recent major incidents come from human operation errors (private key exposed, AWS key stolen).
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42 just launched the first batch of World Cup markets: over 80 markets are already live. Not just World Cup Winner. You can already trade a wide range of tournament outcomes, including World Cup Winner, Golden Boot, Golden Ball, group-stage outcomes, and more, with additional knockout-stage markets rolling out as the tournament progresses. I spent some time exploring the platform and found a lot of interesting opportunities already. But before you dive in, there are a couple of things worth understanding about @42space The first thing: 42 is not really a prediction market. In fact, @Binance recently introduced a dedicated category for it on @binancewallet called eMemes or event memes. I think that description is actually pretty accurate. 42 combines elements of prediction markets and meme-style trading. Unlike traditional prediction markets, each possible outcome is issued as its own Outcome Token. Those Outcome Tokens trade on a demand-driven bonding curve. Prices move dynamically based on supply and demand along the bonding curve, rather than simply reflecting the probability of a fixed $1 payout. So instead of simply making a prediction and waiting for settlement, you're actively managing a position. Another important difference: You can exit instantly. Because trades happen directly against the bonding curve, you don't need to wait for a buyer to appear or for an order to get filled. If demand pushes your position higher and you want to lock in profits, you can do so immediately while the market is still open. This creates a very different trading experience. You can enter early. Ride a narrative. Take profits. Rotate into another position. Or hold all the way until settlement. And if you do hold until resolution and your outcome wins, winning holders share the final market pool pro rata. This is why I think Event Memes is actually a pretty good description. You trade outcome tokens almost like memes throughout the event lifecycle. Then, at settlement, the market resolves objectively according to predefined rules. With the recent upgrade, exit fees remain very low for most of the market lifecycle, which makes active trading significantly easier. Only near the end does the market transition into a conviction phase, where participants have to decide whether to stay in for settlement or exit beforehand. Now, back to the World Cup. For the World Cup Winner market, I'm currently spreading my position across three teams: 🇵🇹 Portugal: Ronaldo's final World Cup. A balanced squad. A stable system. If they start strong, I think they can quickly become one of the dominant narratives of the tournament. 🇳🇱 Netherlands: Strong squad. Well-rated by analysts. Still offering attractive upside relative to some of the more crowded favourites. 🇯🇵 Japan: This is my dark horse. I don't necessarily expect them to win the entire tournament, but I think they're capable of entering deep (round 1/16 or quarter-finals). Curious what everyone else is looking at. Referral link: 42.space/join/wD9E23FS
Jun 9
Everybody sees the goal. Few see what comes before it. The shoulder drop. The late run. The legs going heavy at 70 minutes. Four years of work, for one shot. Ninety minutes to become immortal. The greats read it before it happens. Now you can too. World Cup markets are live on 42 🏆
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Some large L2s have dropped very deeply compared to the top: > ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766 Decreased nearly 99.2% from the top (ATH ~$4.41) > ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 If further reduced to 98% from the peak, the price is only about $0.048 > optimism:native If it drops 99% from the peak, the price will only be about $0.04 > ethereum:0x66a5cfb2e9c529f14fe6364ad1075df3a649c0a5 If it drops 99% from the top, the price is only about $0.002 This reduction is really too heavy, many L2 tokens have lost 96-99% of their value compared to the peak in 2024. According to the current trend, many people predict that ARB and OP may be reduced by about 50% more than the current price before the end of 2026.
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Upcoming IPOs 2026 - the biggest private beasts are about to hit public markets. > @SpaceX → $1.75 - 1.8T valuation (pricing June 11, trading June 12 on Nasdaq $SPCX) > @AnthropicAI → $965B (just raised $65B in May) > @OpenAI → $852B (after $122B round in March) > ByteDance → ~$480 - 500B > @databricks → $134 - 165B > @stripe → $105 - 120B > @Revolut → ~$75B Pre-IPO perps for SpaceX, Anthropic & OpenAI already live on Hyperliquid, Binance, OKX and more. Anyone with a wallet can trade their future valuations right now.
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Dev rug season here 🥶 What's the next project?
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Strategy acquired 1,550 bitcoin:native avg $65,332 / bitcoin:native Total holdings now: 845,256 bitcoin:native Total cost: $63.97B at avg $75,680 / bitcoin:native
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC strategy.com/press/strategy-…
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Top 10 builders have earned a total of $63.5M from routing order flow fees since mid-2024. Hyperliquid itself is also printing strong money, which is currently one of the protocols with the highest revenue in crypto Latest data: - @phantom $20.63M - @BasedOneX $15.06M - @pvp_dot_trade $7.95M - @MetaMask $6.51M - @InsilicoTrading $3.31M - @infinex $2.71M - @AxiomExchange $2.27M - @tread_fi $2.05M - @Dreamcash $1.70M - @massdotmoney $1.38M Notable points: - Only Phantom MetaMask earned $27.1M more than the sum of the 4 builders behind combined. - Phantom and Based account for nearly 55% of total revenue top 10
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The gap between Crypto vs Stocks 2026 is still insane > AI & memory plays dominating: - $VVV (privacy AI): 948% - $SNDK (memory chips): 565% - $MU (Micron): 278% - $INTC: 186% - $HYPE: 162% > Solid but not mooning: - $TSM: 44% - $AVGO: 39% - $NVDA / $GOOGL / $AAPL: 14-15% range > Blue-chip crypto getting crushed: - $ZEC: -14% - $BTC: -28% - $BNB: -31% - $ETH: -41% - $SOL: -46% AI infra memory stocks are eating the entire market while major crypto is stuck in risk-off mode. Real utility AI tailwinds = 5-10x outperformance.
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Next week there will be more than $900M token unlock: > $RAIN @Rain__Protocol $657M (Jun 10) | 50.3B RAIN | 4.37% supply > $ASTER @Aster_DEX 58.3M (Jun 9) | 95.5M ASTER | 1.22% > $HOME @defiapp $45.3M (Jun 10) | 882.3M HOME | 8.82% > $STABLE @Stable $28.1M (Jun 9) | 889M STABLE | 0.89% > $ADI @ADIChain_ $25.8M (Jun 9) | 6.99M ADI | 0.70% > $CC @CantonNetwork $22.8M | Ongoing daily | 147.4M CC | 0.38% > $PUMP @Pumpfun $14.2M (Jun 14) | 10B PUMP | 1.15% > $WET @humidifi $14.0M (Jun 9) | 256.7M WET | 25.7% supply > $TRUMP $12.7M | Ongoing weekly | 6.33M TRUMP | 0.63% > $ME @MagicEden $10.4M (Jun 10) | 169.9M ME | 17% supply
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Leon retweeted
If you invested $10,000 when Trump took office, you would have: $BTC: $5,700 $ETH: $5,200 $XRP: $3,420 $SOL: $2,400 $DOGE: $2,200 $AVAX: $1,800 $ADA: $1,500 $SUI: $1,490 $DOT: $1,400 $ENA: $900 $APT: $750 $TRUMP: $260 $MELANIA: $60
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Yesterday (5/6) $BTC fell below $60,000 for the first time since the end of 2024. According to on-chain data, there is a large amount of $BTC transferred to the exchange in a short time: - Coinbase: 13,501 $BTC - Binance: 13,142 $BTC - Whales: 24,871 $BTC - Wintermute: 4,572 $BTC - Kraken: 3,980 $BTC A total of more than 60,000 $BTC (equivalent to more than $3.6B at the current price). Such large shifts often create strong selling pressure, especially when liquidity is thin.
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This is the famous Rainbow chart used to see if bitcoin:native is cheap or expensive compared to long-term history (log ladder). Simple reading: - Bottom strip (dark blue): The "Fire sale" area is extremely cheap, so buy strongly. - Middle range: Accumulated area / still cheap. - Top strip (red): The bubble area should be considered to take profit. Currently, the price of bitcoin:native has fallen through the middle color bands, touching near the low area, around $100,000 (see the red circle on the chart). The last time this situation happened was after the FTX collapse event at the end of 2022, when the price bottomed at approximately $15,800. There are not many times when the price "falls" like that. History shows that this is usually a rare accumulation area and then there is often a strong recovery.
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