Joined July 2011
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➥ Marcro & The Bitcoin Minning Cost Correlation ✦ Trade war → rising retaliatory tariffs → rare earth prices ↑ → chip manufacturing cost ↑ → mining rig prices ↑ → mining cost ↑ You know #Bitcoin miners follow upgrade cycles, similar to the halving rhythm. This typically happens every 2-4 years, depending on hardware progress and competitive intensity. It’s now >1 year past the 4th Bitcoin halving (April 20, 2024). → Meaning that most mining rigs are still fresh new > A new wave of hardware investment isn’t due yet. → So any effect from the trade war on mining costs may not be fully priced in for another 6-12 months. ✦ However, in this geopolitical context: ▸ China holds a massive edge in rare soils → the raw materials behind cheap chip production (WTO: China holds 44M tons of rare earth reserves, ranked #1 globally) ▸ Trump isn’t taxing chip exports from China, yet chinese consumers are boycotting U.S. goods, which may dampen exports. → China will look for ways to leverage this resource surplus. If China allows large-scale #Bitcoin mining again: → Cheap domestic chips → competitive rigs → Pressure on U.S.-based miners rises → U.S. must produce domestically at higher cost → upgrades → cost inflation. All paths lead to one conclusion: rising #Bitcoin mining costs. Of course, cost inflation is part of #Bitcoin’s long-term design: ▸ Inflation → halving → new-gen miner competition But in today’s AI-driven, macro-unstable world, the competitive cycle may speed up faster than usual. ✦ Two core metrics reflect this: ➊ Hashrate just hit a new ATH: 1055 EH/s → That’s 1055 million trillion trillion calculations per second to mine BTC. ➋ Mining Difficulty is also at a record high: 121.5B → The market must stay alert to reactions from: • Earnings of China-exposed companies • Inflation spillovers • Geopolitical flare-ups • A potential U.S.-China breakdown • Crypto adoption progress in nations like Singapore, China, U.S… ✦ Zooming in: [1] Bitcoin's divergence from traditional markets: → Correlation with Nasdaq is fading → $BTC volatility is dropping while stocks and bonds grow more volatile → Institutional wallets are quietly accumulating again. [2] Gold has surged ~20% as central banks stockpile it at record pace. → [1][2] hint at a shift: $BTC is transitioning from a high-risk asset → to a strategic macro hedge. Long-term, $BTC won't replace gold, it's becoming a parallel reserve system. In a fragmented global order, capital is chasing neutrality. → That drove the gold rush. → But gold can’t keep surging forever. If #Bitcoin remains resilient under ongoing macro pressure. You may be witnessing the early signals of sovereign/institutional recognition and eventually, public adoption. ✦ TL;DR: ▸ Tech-wise: Bitcoin is engineered for long-term price appreciation ▸ Macro-wise: Geopolitical frictions may ignite an arms race in mining ▸ Sentiment-wise: After the gold rush, Bitcoin might be the only asset that ticks both boxes: liquidity value refuge ▸ Option insights: Whale aims a big pump in Sept, expecting BTC to hit $140K So from my perspective, a #Bitcoin rebound is likely within the next few months.
➥ yo been grinding with some personal notes this July ➊ Options data signals - drawdown this July → big pump wave in Sept - planning to mass-scan high conviction opportunities (trends, tokens) to accumulate ahead of the run ➋ #InfoFi’s about to evolve fast - most anticipated event is the @KaitoAI Launchpad - more projects flooded into @cookiedotfun (6 in total) - opportunities are here, just gotta stay focused and prepared. ➌ #Bitcoin mining stats suggest a spike in difficulty - nations like China and the US are moving to capture mining market share - base mining cost likely increases → aligns with Options timing in (1) ➍ @RobinhoodApp just went crypto-native - launching tokenized stocks on #Arbitrum - could be the start of a TradFi meta ➎ And the macro setup is insane rn: - BlackRock’s $iBIT is the fastest ETF to hit $70B AUM - @Polymarket integrating directly with X - @circle IPO 25x oversubscribed, went parabolic - @xStocksFi enabling global stock trading on #Solana (w/ Kraken & Bybit) - The GENIUS Act passed, legal clarity for stablecoins & banks never seen the rails liquidity narratives this aligned. big run loading, just gotta survive July.
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➥ Web3 storage in the AI x Crypto era In the AI era, where models consume massive datasets for training, inference, and checkpoints Web3 storage sector stands out as undervalued with strong tailwinds Key bullish catalysts right now: → AI infra demand → DePIN momentum → Cost efficiency and data sovereignty → Private data for AI Permanent storage models suit AI-generated content, archives, and provenance needs Top protocols I watch closely: [1] @Filecoin | $FIL: Onchain Cloud targets AI and enterprise use [2] @ArweaveEco | $AR: Best for permanent storage with a one-time fee model [3] @WalrusProtocol | $WAL: Walrus Memory = portable memory layer for AI agents to carry context across every app [4] @getoro_xyz: private data layer for AI, bridges user-owned data directly into frontier AI training Storage rarely makes headlines, but I allocate attention here because real demand from AI DePIN will drive usage & value
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your network is your net worth only first 50 OG chads get the badge and i'm one among 'em thanks to @pawnie_ go connect with me on @w3match fam btw you need a code and i got some ↓
Jun 12
W3Match is live 🎉 AI-powered networking for Web3. Log in with X, get analyzed, get matched 50 invites here: w3match.com/invite/62RUYBML What's inside 🧵👇
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Nick Research retweeted
Jun 12
If you newbie in 𝕏 and you don't know where to start or what to do here you want to monetize your account, but you have no idea how below i attached the best articles for the development of your account let’s see 🧵:
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➥ The macro story nobody in TradFi fully priced @SpaceX just listed on Nasdaq w/ 18,712 BTC on the balance sheet is now public $22B in retail dollars got absorbed by SPCX's $75B raise Classic liquidity drain, crypto flat because everyone's watching Musk print the largest corporate listing in history Trending coins & searches right now: → $HYPE just hit #9 on CMC, 2nd DeFi coin ever to crack the top 10 Ran synthetic SPCX perps pre-listing implying a $2T val → $XPL 38%, stablecoin L1 built for zero-fee USDT transfers → @xStocksFi - SPCX opens tokenized equities sector as an emerging category CT is starting to price → $NEAR - dynamic resharding upgrade this month, network auto-scales with demand Liq is tight but the SpaceX trade is where CT eyes are right now frens
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you can own very few web3 assets - tokens - stablecoins - NFT - RWA same mind-blown facts: - 100% of you own stablecoins - 6.8% of the global population, or over 560 million ppl own tokens - ~11.87 million NFT users by 2026, with 0.15% user penetration globally - 903k unique onchain addresses holding tokenized RWAs, approx. 0.011% of World Population - Bitcoin ~1.3% is the most held crypto
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TOP PRE-TGE PRIVACY CHAINS [1] @SeismicSys - dedicated EVM privacy L1 for fintech, devnet live [2] @arc - stablecoin-native L1 with opt-in privacy, public testnet live [3] @fhenix (fhEVM) - FHE privacy infra, Helium public testnet live, CoFHE coprocessor live on multiple chains [4] @inconetwork - confidentiality layer for private computation, testnet live on Base Sepolia & Solana Devnet [5] @Arcium - confidential compute network (MPC), Mainnet Alpha live, TGE imminent
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➥ On/off-ramp is inevitable - stablecoins for payments, remittances, treasury management, yield - users & institutions require reliable conversion between local fiat & onchain dollars - separate CEX ramps add fees, delays, and custody steps that hinder daily use Integrated neobank apps that embed the ramp inside spending and yield flows will capture this volume Number don't lie: - crypto card payments have crossed $7.8B in vol, up 230% YoY - monthly vol hit records like $600-$607M in March 2026 & continued strong - cashback serves as the direct incentive it’s great way to spend your money with neobanks today, here’s a best recommend list: [1] @Plasma One operates as the stablecoin-native neobank [2] @BleapApp provides a self-custodial alternative built on MPC wallets [3] @ether_fi Cash with strong non-custodial DeFi spend play [4] @RedotPay is all-in-one self-custodial neofinance Growth here will mark the shift from speculative on-ramps to embedded financial infra imho
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Nick Research retweeted
$STRC yield farming is becoming a small eco I see 3 layers forming around the same core idea: → real yield from @Strategy preferred stock dividends → then DeFi wrappers add points, leverage, and airdrop speculation on top Base layer: - $STRC: ~11.5% yield source Phase 1: - @apyx_fi: apxUSD / apyUSD - @saturn_credit | @Saturn_btc: USDat / sUSDat - @xStocksFi: STRCx exposure Phase 2: - @pendle_fi: PT / YT yield trading - @roycoprotocol: tranches LP strategies Phase 3: - @infiniFi: vaults - @Morpho: looping - @strata_markets: sUSDat pairs DYOR and size carefully
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➥ CEXes and its major hybrid platforms offer stocks and/or ETFs alongside crypto Offerings fall into 2 main categories: [1] Traditional stocks/ETFs [2] Tokenized stocks/ETFs ➊ @binance | Global, non-U.S. users primarily - traditional U.S. stocks & ETFs - access to 7,000 U.S.-listed stocks and ETFs - plans for bStocks → tokenized equities on BNB Chain ➋ @coinbase | Primarily U.S. users - offers U.S. stocks and ETFs via its Coinbase Capital Markets brokerage arm - positioned fully onchain with future expansion on Base ➌ @krakenfx - offers 11,000 U.S.-listed stocks and ETFs - one of the most comprehensive all-in-one platforms currently available ➍ @MEXC - rolled out RealStocks - giving eligible users access to real U.S.-listed stocks and ETFs ➎ @Bybit_Official - offers xStocks on its Spot market - secondary market for these tokenized assets; strong onchain/DeFi integration ➏ @bitget - offers onchain/tokenized stocks alongside crypto - supports leveraged trading on these stocks gold in its one-stop offering ➐ @Gemini - offers dShares™ by Dinari, backed 1:1 by real U.S. equities ➑ @eToro | Multi-asset platform - thousands of stocks 300 ETFs crypto commodities, options, etc. - zero or low commissions on stocks/ETFs in many regions ➒ @RobinhoodApp - Stocks ETFs crypto in one app - commission-free stock/ETF trading ➓ @WebullGlobal - commission-free stocks crypto trading with advanced charting I’m not supprized this space is evolving extremely fast and everyone wants a bite on the market share
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➥ Binance Simple Earn adding USD1 is a bigger signal than the headline APR I’m looking at this less as 10.5% yield and more as a distribution move for USD1 The important details: - Campaign runs June 9 to June 22, 23:59 UTC - Flexible product, so redemption is instant - Up to 10.5% APR, but only on the first 2,000 USD1 per user - Above 2,000 USD1, users only get around 0.5% Real-Time APR - First-come, first-served - Master accounts only The 2,000 USD1 cap matters cuz it’s not designed for whales to park large size at double-digit APR It’s designed to push broader adoption High APR on a capped amount gives more users a reason to hold USD1, test the product, and keep it active inside Binance From a finance perspective, that is a smart distribution structure solana:USD1ttGY1N17NEEHLmELoaybftRBUSErhqYiQzvEmuB already has multiple functions on Binance: - Simple Earn yield - 99.99% collateral tier on Portfolio Margin - Settlement asset for BTCUSD1 perps That means USD1 is moving from listed stablecoin to usable exchange asset I think this is the part most people should focus on Stablecoin adoption is about where the asset can be used
Subscribe to USD1 Simple Earn Flexible Products and enjoy up to 10.5% APR. 🔸 Up to 2,000 USD1 limit🔸 Real-Time APR rewards 🔸 Exclusive Bonus Tiered APR Don't miss out 👉 binance.com/en/support/annou…
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➥ PROPHET MAKES POLYMARKET FEEL LIKE A REAL-TIME INTELLIGENCE TERMINAL i've been quietly watching this one for a few days now @Prophetzone just went live and almost nobody is talking about it yet here's why i think this is one of the smartest launches of the cycle ↓ > what is Prophet? it's a prediction market intelligence terminal built on top of Polymarket but with CHEAPER deposit rates than Polymarket itself think of it as a Bloomberg-lite for onchain prediction markets. you get: → live match odds pulled directly from Polymarket → team power rankings bracket simulations → signal & news impact feeds → all structured in a clean, real-time dashboard the product idea is straightforward: markets move before the news reaches the timeline a lineup leak, injury update, volume spike, sentiment shift, or sudden odds move can show up in the market first Prophet tries to catch that move as it forms, explain what pushed it, then route users straight to the relevant Polymarket market right now it's focused on the 2026 FIFA World Cup i think the timing is intentional the tournament literally starts tomorrow and Polymarket's World Cup winner contract has already crossed $500M in volume but this is just the entry point, the World Cup is the trojan horse > the rebrand angle nobody is mentioning Prophet is a rebrand from the DapDap team, the same team behind beratown, nadsa on Monad, and coinbackfun built in collaboration with Linea x Metamask if you've been around long enough to know DapDap, you know these builders are quiet, technical, and ship real product the narrative is hitting critical mass - @Kalshi at $17.9B monthly vol - @Polymarket at $7B - the CFTC officially signaling exclusive jurisdiction over event contracts > why prediction markets are the narrative right now prediction markets are genuinely becoming one of the most important financial primitives of this cycle they aggregate crowd intelligence more accurately than any poll or analyst, the 2024 US election proved it now sports, macro, and onchain events are all flowing into the same infra and what's missing from this space? imo it’s tooling, analytics, privacy… a layer between raw Polymarket data and actionable insight when I look at Prophet, I see 3 layers: - market discovery - signal interpretation - private execution for context, the confidential deposit is live built with @near_intents that's exactly what Prophet is building on top of Polymarket iykyk > what i saw on the live site i went through test site and the product is already working cleanly in beta the match view shows real-time Polymarket odds for every World Cup fixture → Portugal vs Nigeria tonight at 75.6%, → England vs Costa Rica at 84.6%, → Germany vs Curaçao at 93.6% but what caught my eye is the bracket simulator. it's running probability chains across the full tournament, pulling from live market data that's genuinely useful for anyone trying to build positions across multiple correlated markets the signal & news impact feed is also live this is where it gets interesting longer term, mapping news catalysts to market price movements before the crowd catches on the tagline they're going with says it all: "before the news, it moves" > early phase = maximum upside this is the part i want to be clear about - Prophet is in test/beta right now - no token no major marketing push because traders do not only need more markets, they need faster context, cleaner signals, privacy when they act on those signals the team is just quietly building that and the product is live for anyone to use the window to be early on something like this is short once prediction markets fully cross into mainstream and every CT account is talking about Polymarket tooling, the "early" moment is gone the timing is near-perfect & if you’re reading this, you’re super early
Markets move before the news. We show you where. Prophet is live today. Open to everyone. The fastest and most privacy-preserving way to participate in the 2026 World Cup. prophet.zone
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Join me, use prophet, make profit if you will fam app.prophet.zone/fifa?r=NKRW…
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@base has mastered something incredible rewarding users without rewarding users - farming txns - collecting badges - joining discord - completing quests - reading token rumors - convincing friends it's coming - seeing another hint - some ppl graduated college - some got married - some bought houses - base farmers: still waiting for $BASE airdrop
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$STRC Yield Farming Eco [Pt.1] ICYMI, STRC = - @Strategy's high-yield preferred stock paying ~11.5% cash dividends - tokenized onchain for real BTC-linked yield in DeFi The listed ones are the core players: [1] @apyx_fi: Wraps STRC into apxUSD / apyUSD for dividend-backed yield heavy Pips points farming toward APYX TGE/airdrop [2] @Saturn_btc / [3] @saturn_credit: Hybrid T-bill STRC model w/ USDat/sUSDat via Pendle [4] @xStocksFi: STRCx for native ~11.5% dividend yield exposure, easily looped for higher APY xStocks points in the RWA meta
$STRC yield farming is becoming a small eco I see 3 layers forming around the same core idea: → real yield from @Strategy preferred stock dividends → then DeFi wrappers add points, leverage, and airdrop speculation on top Base layer: - $STRC: ~11.5% yield source Phase 1: - @apyx_fi: apxUSD / apyUSD - @saturn_credit | @Saturn_btc: USDat / sUSDat - @xStocksFi: STRCx exposure Phase 2: - @pendle_fi: PT / YT yield trading - @roycoprotocol: tranches LP strategies Phase 3: - @infiniFi: vaults - @Morpho: looping - @strata_markets: sUSDat pairs DYOR and size carefully
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CT: removing billions of stablecoin liquidity from the market Also CT: "why isn't bitcoin pumping?" everyone wants cheaper bitcoin until bitcoin gets cheaper then suddenly everyone wants cash lmao
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World Cup markets are now live on @42space I’ll be honest, I support Portugal, and emotionally I want them to win the trophy → That is my fan side But when I trade an outcome market, I cannot only trade what I want to happen. I need to trade what I think the market is mispricing That is why I like this World Cup launch on 42, it gives me a better way to express both views: - My personal conviction as a fan - My actual market thesis as a trader 42 is not a traditional prediction market where I just pick one result and wait It's an entirely different market structure where you trade possible outcomes like liquid assets & at the end of the event settle on reality Think of it as memes that trade continuously, except you settle on truth at the end Each outcome trades as its own Outcome Token So if I buy Portugal early and the market starts moving toward them after a strong group-stage run, the price of my "Portugal wins World Cup" token appreciates Now, I can take profits, reduce my position or exit entirely OR choose to hold until resolution I do not need to be locked into one final binary outcome I can manage positions as narrative evolves and adjust my portfolio accordingly Outcome tokens trade on a bonding curve, so I can enter/exit anytime, not waiting for my order to be filled at a poor price or not filled at all.. You know I can support Portugal emotionally, but still trade like a rational market participant For me, the key is finding mispriced outcomes - If Portugal is underpriced relative to their path, I want exposure - If another team looks like a stronger tournament candidate, I will respect that - If a Golden Boot player starts gaining momentum early, I want to catch that repricing - If a scoreline market looks too emotional or too crowded, I want to fade the crowd Literally I want to trade the World Cup like an event-driven market and ONLY 42space gives me exactly that - Outcomes trade like tokens - Prices move with demand - Positions can be managed during the event - Final settlement happens when truth is confirmed There are 2 ways to play it [1] Trade the market - Buy early, let demand move toward your thesis, and take profit before resolution if the price moves enough [2] Hold to resolution - If your Outcome Token wins, you receive a proportional share of the event pool - Since the payout is not capped at a fixed $1 structure, being early and right can create strong upside if the market grows That is why I think World Cup markets on @42space are worth watching Beyond the World Cup Winner market, 42 already has group-stage markets live for every group, including - winners, runners-up, 3rd place, last place, total goals, - alongside outright tournament markets like Golden Boot and Golden Ball 80 markets already and more to come as the competition progresses into knockout stage
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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Check the World Cup markets on 42 here: 42.space/join/Nick Which team are you backing, and which team do you think the market is mispricing?

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Nick Research retweeted
Follow these guys for an underestimated bear market. Not gonna say this, but every KOL of any size is only mastering some niches; there's no one who can cover all the aspects on X. And if you're getting lost and don't know where to focus during the bear, here are some suggestions before we jump into the list. Maintain the habit of reading (even not on X) Bookmark your favorite reads because you may want to read them again in the next couple of months 50% of the bear is learning, so you may want to keep good mental health to follow the beat And here's the list, including their strengths and advantages. @stacy_muur - head of GREENDOT The ones with precise data from teams and companies that are trying to connect with web3. I'm impressed by how Stacy built a research hub with all the deeply researched articles that suit any audience. @Defi_Warhol The one who inspires me with the series Project Tier List. Besides those lists, Warhol is well-known for his unique insights and wide coverage of projects and teams, especially in CeDeFi. Ongoing topic: Neobanks and cryptocards. @zaimiri One of the tech guys who delivers the fastest guidelines around new helpful tech for building your profile. You can learn a lot about Hermes or Claude from his articles. @Eli5defi One of the OGs that I followed earliest on X, well-known for perfect graphics on every post. Also, Eli5 delivers nice examples of using the products, not just giving introductions—which can help onboard users a lot. @the_smart_ape One of the big chads out there, having an experienced mind in the financial market and also techie stuff, well-known for million impressive articles around privacy and web3 security. @andrewmoh The one who shaped the Kadic of today, Andrew has been delivering strong pieces of educational posts around web3 and also comprehensive reports on emerging niches. It would be a huge miss not to mention this guy. The daily life articles sound interesting to me; I think he can keep this series up. @0xgilllee One of the emerging guys in my close connections. Being a daily poster makes Gilmo worth following. Readers can find good insights and new data angles from his posts. @nick_researcher Giving out personal sentiments on every niche that Nick is touching down on. And he's showing nice progress in graphics; congrats! @arndxt_xo The macro deep analyst, you can find weighted analytics from his account that requires quite an entry barrier to understand. And this is the end of Part 1.
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