terminally onchain • cooking at @JigenLabs

Joined July 2020
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opened phil's gamble room 🎲 what goes inside: - coins i'm buying - useful tools or tips to improve your trading experience - feet pics (mine) t.me/Philsgambleroom
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Half the adriatic sea in my lunch today
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the more i read about $SERV the more i’m bullish most AI projects are still selling the same vague “agent economy” pitch but OpenServ feels more like actual infra for making agents cheap, reliable and auditable enough to run in production and that’s the real bottleneck imo, not “which model is smartest today”, but who makes AI agents usable at scale for enterprises, banks, governments and autonomous businesses if SERV Reasoning can keep compressing cost, improving reliability and routing work across models efficiently, the token starts to make a lot more sense staking fees, launchpad access, usage from reasoning, possible burn/revenue capture still need to see public beta, real usage and the final staking mechanics but this is definitely going on my AI watchlist
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GM 1. SpaceX IPO had a crazy day 1 $135 IPO price, huge oversubscription, and people claiming they only got tiny fills on large orders. 2. Anthropic banned Claude Fable the timeline is reading it as another reminder that AI access can disappear overnight. if powerful models become gated by policy, passport, or geopolitics, open AI rails get much easier to explain. 3. $CARDS is back near ATH Collector Crypt is not trading like a random consumer token anymore. X is talking about back-to-back volume/revenue ATHs, ~$9.6M packs opened in a day, and ~$53M weekly volume. simple loop, real spend, visible demand. 4. $VVV is spiking with the AI narrative Venice is the obvious liquid proxy when the market starts talking about AI censorship and permissionless access. (first gm headlines format made with Hermes. hope you like it)
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elon musk is the first trillionaire in history SpaceX listed today and somehow it does not even feel surprising Tesla SpaceX Starlink xAI Neuralink he basically turned every future narrative into a portfolio space, AI, robots, satellites, brain chips, energy love him or hate him, this is the craziest founder arc ever
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ct is busy hyping plasma one today. fair, the product is solid but after reviewing the benefits imo the best crypto card on the market is still @ether_fi > zero monthly subscription, zero card cost > 3% cashback on everything, paid in wETH > non-custodial smart contract vaults, stables keep earning yield in the background (5% on usd) > big travel discounts on hotels and flights > 15% cashback promo on AI tools, food, and rideshare until june 25 can't really ask more for your daily needs, especially without paying a membership or locking a huge amount of tokens somewhere if you want in: ether.fi/@philonchain
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gonna say it: World Cup prediction markets are probably the cleanest consumer crypto hook on the board today. Not because every fan cares about wallets. Because every fan already understands odds, parlays, national bias, and watching a price move during the match. Crypto apps keep trying to explain why normal people should care. Sports already did the onboarding for them.
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world cup kicks off tonight. first @PicksdotApp lineup ready contrarian on both vinicius and havertz😂 3x payout. let the games begin.
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bidding during capitulation events has always the best risk reward $KINS
don't know what i'm doing here but it's the first time touching a web3 game since 2023 $KINS feels like something fresh for the trenches
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don't know what i'm doing here but it's the first time touching a web3 game since 2023 $KINS feels like something fresh for the trenches
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the bear has been a useful filter. the people still shipping right now are the ones i want to be talking to opening up more 1v1 calls in the next 3 months. three types of conversations i'm prioritizing: > founders raising or about to raise > teams shipping product without enough distribution > operators figuring out where to position for the next leg if i can help, happy to spend 30 min DM me with a one-liner on what you're building
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rn the only way to get exposure to tradfi robotics equity onchain is $DEUS context: $BOT (robostrategy) listed on nasdaq with figure ai, apptronik, allonic. it's trading at ~6x NAV today. which means wall street is paying 6x just for liquid access to pre-IPO robotics $DEUS is the onchain equivalent. xMAQUINA DAO uses treasury funds to buy equity in private humanoid robotics companies. portfolio: figure ai, apptronik, 1X, agility robotics, NEURA, robotico, and just acquired a $540K position in genki robotics on june 8 how the token works in plain terms: hold $DEUS to govern which companies the DAO buys, stake into xDEUS for vote-escrow rights. as the portfolio appreciates, the token captures the upside the "but it's overvalued" critique misses the point. NAV for private companies is theater. nobody knows when the last round was for any of these, or what they'd raise today. scarcity value is infinitely more important than imaginary NAV. scarcity is real i think robotics will start catching more bids after wall street started fomoing into $BOT and this industry is destined to grow exponentially in the next 3-5 years
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anthropic might release claude mythos publicly tomorrow it's the vulnerability-hunting LLM that found a 27-year-old bug in OpenBSD and 271 flaws in firefox during preview. coinbase, uniswap, fed and treasury all asked for early access guardrails will be there for the public release, but the class of model is in the wild. every protocol with open solidity code is now auditable at machine speed by anyone with $20/month and curiosity if you have funds in defi, manage your risk. one of the most relevant stress tests of the next few months is coming defi summer 😅
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what's the best neobank for crypto businesses?
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not chasing world cup tokens this time, fantasy football is the play @PicksdotApp went live with real money fantasy sports on player stats (goals, assists, shots), and multipliers up to 125x. deposited and locked in my first lineup. every new user gets $50 in bonus credit on $10 deposit $5 entry and if your wallet has onchain activity (polymarket, pumpfun, and more), the bonus scales up to $1,000 based on volume 50 bucks free for a product i'd use anyway. easy yes start here: go.getpicks.app/r/afOfGWHmAj…
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GM classic playbook for bitcoin $btc at the 200WMA looks good for long term hold
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hyperliquid cooked
Replying to @gmoneyNFT
Hyperliquid
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btw this is the founder you were betting on $ZEC
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Phil retweeted
Jun 5
If you connect the dots hard enough — the exploit went through, and the optimized route for the exploiter to offload their newfound infinite supply was to pay for a coordinated pump of the coin, which we witnessed via the biggest names in this space, all at the same time.
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pumpfun migration for a coin is now 25k 😭😭😭
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