If you aren't making money in crypto right now, or you are lost as to why select coins are pumping, the reason is simple. You are stupid. J/k You are just using outdated logic. Here's how you need to think about crypto right now. 1) $BTC / $ZEC = Digital Gold 2) L1's ( $ETH / $SOL / $NEAR) = Foreign Currencies 3) Apps ( $HYPE / $CARDS) = Stocks without the ownership rights and generally no value accrual. 4) Memecoins = Casino Ok...how do I prove this? 1/

$SPCX on @Solana surpassed $50M in onchain volume in the first 24H. Issued by @Backpack Securities. Brought to Solana DeFi via Sunrise 🌅

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

RT @zooko: Thanks, Anthropic, for helping protect Zcash users. At Shielded Labs’s request, they ran a security audit of Zcash with Mythos.…

Actual stocks onchain (no wrapper) on day 1 of IPO. $SPCX

To give you a concrete sense of what we're doing with @Backpack Securities. - Trade stocks on Backpack - Deposit/Withdraw to Solana - Trade on DeFi in your wallet - On/off ramp to your brokerage account Tokenized stocks that are redeemable for the real thing just like a stablecoin. Demo:

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use. Its capabilities exceed those of any model we’ve ever made generally available.

$GLXY up another 4% on the day while most everything else is red.

My semi-new high conviction long term play (6-9 months): Eli Lilly $LLY 1) A 150 year old drug company. This might initially sound like a detractor, but a) it's survived this long and is very profitable, and b) that's 150 years of proprietary drug & biological data. 2) They are actively embracing AI and making the most of it with their propriety data & model. If you got excited about the release of Mythos 5 drug discovery results (screenshot below), you'll get excited about this. - In Jan, they announced a partnership with NVIDIA teaming up Lilly's biologists with NVIDIA's engineers in a dedicated lab. - In Feb, they announced their LillyPod supercomputer was brought online, which is a cluster of over 1,000 GPU's. - They have TuneLab which is a drug discovery platform that smaller biotechs can plug into to run tests using Lilly's data. In return, Lilly gets the test results back. The raw data is kept excluded, but yes/no test results are sent back so that Lilly can later inquire/partner on them. - They have LillyDirect, which is a platform that connects them directly to consumers, cutting out middlemen, thereby increasing profits. 3) In the drug pipeline, they have Foundayo queued up and FDA approved. It is the first GLP-1 pill that can be taken any time of day. In addition, they have Retatrutide also in the queue (Phase 3) for weight loss. While pharma companies are generally very hit and miss, $LLY is a high probability play due to its track record and the amount of shots on goal they can take. And chart-wise, the stock is breaking out to new all time highs after consolidating for 2 years. TLDR: 150 yr history leading in AI expanding partner network expanding to consumers directly GLP-1 pill in the queue. Bullish $LLY

Hyperliquid perps are now live on near​.com. Deposit any asset from 35 chains directly into @HyperliquidX to access 50 markets with up to 40x leverage. What’s next: confidential perps. Today is step one. 🧵

As Mythos might be launching today, I highly recommend revoking every approval across every wallet you own. Better safe than sorry.

Back in the early 2000's, I made a living off selling Diablo 2 in-game items. Eventually there were major dupe hacks and no one knew for sure what was legit anymore. So, NFT's have always made sense to me. Most have written them off tho.

RoboStrategy $BOT making the rounds on twitter with it being the "only way" to access private robotic companies. If you had signed up on @echodotxyz, you had the opportunity to invest in at least one of these companies. Props to Cobie.

Would you believe John Turturro won the Vending Machine giveaway?!

$GLXY Reminder: - Helios 800MW started revenuing - Helios additional 800MW soon to be leased out - Potential additional DC sites - Onboarding Wall Street to crypto - Crypto is the tailwind, not the main story anymore

Weekly crypto z-scores update: My focus still on Near - $BTC (composite) Onchain picking up overall, but correlations to price lower - $ETH no change, down only - $NEAR going higher, strength will continue - $SOL still conflicting signals lower correlation

Monday market thoughts. With $SMH imploding on Friday, I think it was a trend change. Not a bear market, but a signal for the start of a multi-month rotation from AI hardware. With that, I'm focusing on three narratives (but not full porting quite yet). 1) Health AI. Eli Lilly is my primary focus here with their 1,000 GPU LillyPod cluster. $LLY just made new ATH's again and I expect it to keep going. 2) Oil. The Straight of Hormuz is still a sleeping giant of a problem. Inflation is coming and no one presently cares. I expect that sentiment to change over the next few months. $CVX $XOM. 3) Crypto. Still needs some time. But if you think AI stocks are getting bid by retail researching 3-5 year fundamentals, and not because "price go up", you may want to rethink that. All it takes is for price to go up more than AI stocks for a sustained period of time, and crypto will have everyone's attention again.

If you think about it, the anti-immigration president is allowing massive amounts of immigrants (AI Agents) to come take everyone's jobs. and the once pro-immigration democrats are now completely against it.

Friday's bloodbath in stocks $SPY $QQQ looks like a rotational play to me. Maybe a top in semis hardware, but almost half the sectors were green on the day week. Fractal-wise...no key insights. Indices prolly stay flat to slightly down while beaten down sectors get bid.