Defi Analyst || Writer || Front-running narratives || Dishing Value 🩵

Joined March 2024
91 Photos and videos
A C Ξ Ξ ❄️ retweeted
Alpha of the week: $1clawAI @1clawAI Agents are moving real money now. Secret management, prompt security, and transaction signing are becoming core agent infra. 1claw is building that layer. The stack: - Vault: HSM-backed secret storage for API keys and credentials - Shroud: TEE LLM proxy for prompt inspection, secret redaction, and injection blocking - Intents API: controlled transaction signing without agents holding private keys Agents should not have raw keys sitting in prompts, env files, logs, memory, or tool transcripts. 1claw is already plugging into the agent economy: - @bankrbot skills for secure Bankr key handling - @AskVenice support through Shroud for private inference paths - Darkbloom support for hardware-attested inference - x402 pay-per-use with USDC settlement on Base - Midnight integration for private transactions Agents need vaults, signing policies, traffic inspection, audit logs, and privacy rails. 1claw is building the security stack for agents that touch money.
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A C Ξ Ξ ❄️ retweeted
May 13
𝐓𝐡𝐞 𝐓𝐡𝐞𝐫𝐚𝐧𝐨𝐬 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐋𝐞𝐬𝐬𝐨𝐧 𝐍𝐨𝐛𝐨𝐝𝐲 𝐓𝐚𝐥𝐤𝐬 𝐀𝐛𝐨𝐮𝐭 Elizabeth Holmes didn't sell a product. She sold a belief — and let the world build the facts around it. I was watching The Dropout and something hit me that I haven't been able to shake. The facts were there. The red flags were visible. The evidence was pointing clearly in one direction. But investors, partners, journalists — smart, experienced people — kept believing anyway. Why? Because they wanted it to be true. And that want was stronger than the evidence. This is the thing most people take away as a cautionary tale about fraud. But if you're a marketer, there's something much deeper here — something that explains why certain companies become movements while others, with better products, stay invisible. Facts don't create belief. Belief creates facts. Watch what actually happened with Theranos. Investors didn't believe because they saw proof. They believed because Holmes gave them a world they wanted to live in — a future where a single drop of blood could democratize healthcare. Once that belief was planted, everything else got filtered through it. Red flags became "visionary friction." Gaps in the technology became "they're just ahead of their time." Doubt became a sign that you weren't thinking big enough. The belief didn't follow the evidence. The belief interpreted the evidence. This isn't unique to Theranos. This is how human cognition works. People don't evaluate things objectively. They evaluate everything through the lens of what they already want to be true. The mind isn't a calculator — it's a confirmation machine. Once a belief takes hold, the brain starts working backwards, finding evidence to justify what it already feels. So what does this mean if you're building a brand or marketing a protocol? It means your job isn't to present facts and hope people connect the dots. Your job is to condition the belief first — and then let the facts land inside that belief system. In Web3 this is everything. Nobody reads a whitepaper before they feel the vision. They feel the vision, then they read the whitepaper to confirm it. They join the Discord because something already told them this was worth belonging to. The technical proof comes after the emotional buy-in — not before. The protocols that win narratively aren't the ones with the most rigorous documentation. They're the ones that make you feel like you'd be missing something important if you looked away. They don't convince you. They give you permission to believe what you already wanted to believe. This is the real job of narrative. Not to inform. Not to explain. To create a world compelling enough that people want to live in it — and then hand them the facts as confirmation of what they already feel is true. Holmes was selling a lie. That's where the analogy ends. But the mechanics of belief she exploited? Those are real. They work on everyone. And the marketers and founders who understand this — who build belief before they build proof — are the ones who create movements instead of just products. Condition the belief. Then give people the facts to justify it. That's not manipulation. That's understanding how humans actually work.
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A C Ξ Ξ ❄️ retweeted
Vibes in the crypto space currently feels like mid 2023, a year before the 2024 bull run began A few coins randomly pumping on viral narratives A runner almost every month The signs are clear, we’re entering the late stages of the bear market A major Bullrun will begin soon.
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One of the biggest community challenges in CT happening today Memescope $MONDAY Got a bag of this. The only thing I’m gonna be trading today Per the narrative, it has potentials to go millions 38WpEwBXZykbwDtdSnvL6KboowyQUXdAb5MQHBHupump
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A C Ξ Ξ ❄️ retweeted
This aged well $200K > $1.7M Ath @HyperProphet is killing it 🔥 based dev, strong records, solid community $DEADWHALE still seems cheap. Lots of $WHITEWHALE whales are piling in
I got a bag of $DEADWHALE The dev @HyperProphet is a $WhiteWhale Whale and huge supporter since day one Narrative is strong. Hoping he brings other whales onboard 🤞 “What is dead may never die!”

ALT What Is Dead May Never Die Game Of Thrones GIF

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A C Ξ Ξ ❄️ retweeted
Gm guys, still sleeping but checking how it’s going.. And $DEADWHALE not DEAD Today we gonna reach MILLIONS guys. I’m waking up in ~3h hours from now
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I got a bag of $DEADWHALE The dev @HyperProphet is a $WhiteWhale Whale and huge supporter since day one Narrative is strong. Hoping he brings other whales onboard 🤞 “What is dead may never die!”

ALT What Is Dead May Never Die Game Of Thrones GIF

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A C Ξ Ξ ❄️ retweeted
The problem is relatively easy to solve: Fix the Tokenomics AI agents are shipping products, generating serious revenue, yet almost none of it flows back to the token holders No buybacks. No meaningful burns. No staking rewards. Zero direct holding value. Check it: $JUNO - generates income from services, but the token has no real utility, no valid reason for investors to hold or buy $FELIX same thing. $200K in revenue but still offers its holders zero value. Same story with many other agents. An average investor knows that without token value, there’s no fundamental reason for price to appreciate even as revenue and users grow. The underlying result of this is holder disinterest, sell pressure, fading momentum, etc This problem isn’t unique to one project. Many AI agent tokens launched based on hype and utility promises but skipped the necessary tokenomics. Many teams prioritize sustainable project growth over direct holder incentives and token utilities, treating the token like an afterthought. AI agent devs should implement mechanisms to tie the token to the revenue generated whether through weekly buybacks/burns, staking rewards, reduced fees, or holder incentives. Projects that do this will separate themselves from the pack AI agents are already working. The revenue generated is a strong proof. But the tokens just need to start working for their holders too before they’re written off completely. What do you think @OnlyHades_ ?
What's up with our revenue-generating agent plays? $JUNO, $ALEISTER, $FELIX, $AMBERVIBE They’re making good money, so why is it not showing on the chart? If you ask me the main issue is that the revenue is not really flowing back to holders. The agents are working, the numbers are good, but the token itself is left out. $AMBERVIBE made around 84k in about a month, but most of that goes back into ops, treasury, and product development. Good for growth, but there is still no buyback, burn, or reward system. Same with $FELIX. Over 200k in total revenue across fiat and crypto and still the chart doesn’t reflect it. The business is growing, the treasury is growing, but holders are not directly feeling it. $JUNO also has income from installs, memberships, ecosystem services, but again the revenue stays inside the system instead of flowing back to the token. Imo all of these just need a simple fix. Use a percentage of weekly revenue for buybacks, burns, or staking rewards. Nothing too complicated. Once people see that more revenue means more buying pressure or more yield for holders, the market would react very differently. Gotta fix this ASAP or they go to 0.
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A C Ξ Ξ ❄️ retweeted
Mar 24
96% of the users lost money trading PumpFun tokens this month. The remaining 4% must be insiders and team members.
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Everyone gunning for the next MooDeng This might be it $DAPANG 💛
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A C Ξ Ξ ❄️ retweeted
Happy $SAIRI new ATH day! 👩🏻‍💻 And it’s only the beginning A leading pioneer in AI World Models is sitting below $5M and people are still sleeping on it Quick context: World Models are predictive systems that allows AI to simulate and understand how the world works Massive funding is pouring in IRL, yet on-chain exposure is shallow. You don’t see FREE GOLD and pass it up. That’s exactly what $SAIRI is at these levels We’ve seen the likes of $ODAI break past $7M. Another big player in the AI world models ecosystem I expect similar explosive moves on $SAIRI soon The dev (@santisiri) is incredible, with over $60M sitting in the bank, actively shipping non-stop (smart contracts, Faighters battles, staking, burns, agentic builds) with relentless execution. If you want to front-run the agentic AI / world model meta, $SAIRI is your best bet.
Mar 16
new ath for $sairi 👩🏻‍🏫 — 500x left to go.
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A C Ξ Ξ ❄️ retweeted
When your AI agent needs to pay another AI agent Venmo won't work PayPal won't work Wire transfers won't work Crypto is the only rails that make sense The machine economy runs on machine money
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A C Ξ Ξ ❄️ retweeted
Early in the week and we’re already making profits I called $ROBOTMONEY at around $1.2M before your favorite influencers started shilling it. It’s now sitting at $2.6M ($2.8M ATH) This has been the pattern on my channel with most trending Base plays.
I call them early… then they run. Simple as that Some other low-cap Base agents I’ve recently acquired:
• $ALEISTER
• $AMBERVIBE
• $EARENDEL
• $CHARLES If you’re not part of the Journal, you’re already behind Join now. Link below 👇
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A C Ξ Ξ ❄️ retweeted
Any AI agent that can actually generate real revenue is likely to pump hard in the coming days and weeks. Right now, the market doesn’t have many clear narratives, and AI agents with real revenue are by far the strongest one. What I’m really waiting for is the next phase: when AI agents start using their revenue (not trading fees) to buy back and burn tokens. Once that happens, the price could move even harder. My watchlist: $FELLIS, $JUNO, $AMBERVIBE, $KELLYCLAUDE, $ALEISTER, $EARENDEL
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Early in the week and we’re already making profits I called $ROBOTMONEY at around $1.2M before your favorite influencers started shilling it. It’s now sitting at $2.6M ($2.8M ATH) This has been the pattern on my channel with most trending Base plays.
I call them early… then they run. Simple as that Some other low-cap Base agents I’ve recently acquired:
• $ALEISTER
• $AMBERVIBE
• $EARENDEL
• $CHARLES If you’re not part of the Journal, you’re already behind Join now. Link below 👇
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A C Ξ Ξ ❄️ retweeted
The autonomous agent economy is rapidly heating up, and the agents actually generating real revenue are pulling ahead… We’ve already seen projects like $BEAN push $70K in revenue within 24hours, outperforming established protocols like AAVE in short-term revenue To help you position early for the next wave, here’s a list of live revenue-generating AI agents on Base 👇 $KELLYCLAUDE: @KellyClaudeAI built by @Austen, runs on a coordinated multi-agent infrastructure designed to mass-produce and ship real iOS apps/digital products. It’s an AI Startup factory running autonomously with no human input Revenue since launch: $150K generated $FELIX: @FelixCraftAI is an autonomous AI agent focused on building scalable business tools called "claws" for simplifying business operations Revenue since launch: $130K, with recent records of generating $47K in 7 days The ETH Treasury now worth over $100K $CLAWD: @clawdbotatg specializes in building onchain apps, deploying smart contracts, running experiments, and managing its own treasury/wallet without human intervention It also built Clawdviction, a governance dApp where users stake $CLAWD to earn CV points Notable highlights: 670M tokens burned since launch $CLAWD dev (@austingriffith) is a builder affiliated with the Ethereum Foundation $JUNO: @JunoAgent, built by @tomosman, is an autonomous agent focused on building Zero-Human Companies (ZHC) — businesses operated entirely by AI agents with no human involvement Over $100K recorded in treasury and $80K generated since launch, averaging roughly $1k/day in revenue. $AMBERVIBE: @ThatAmberVibe publicly builds and sells real-world applications/products, vibecodes apps and deploys AI agents. Revenue since launch: $40K averaging $2.5K/day $ALEISTER: @aleisterai is a ZHC company founded by @vrusavuk. It is autonomously powered by 9 sub-agents that is actively building products and generating revenue streams. Already shipped FundlyHub and Cyty in just a few weeks of launch. Performance so far: ~$11K in revenue in 11 days, targeting a $20K short-term revenue goal. The Crypto x Agentic AI narrative won’t be dominated by agents that just talk. It’ll be agents that ship, sell, and generate cashflow. And those are the ones the market is starting to price in. @jessepollak @brianarmstrong I see you are supporting and adapting to AI Agents building on Base. These agents are definitely ones to check out 👍
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