Lucid Dreamer

Joined July 2017
211 Photos and videos
Pinned Tweet
Feb 17
The biggest value unlock for crypto going forward will be Tokens that actually incentivize holding, wheter they are : - Tokenized ownership coins via @MetaDAOProject - Authority coins via @realmsdaos - Floor rising coins via @FloorsFinance or @Exchequerfi
Chinese Crypto Twitter is so much more honest than English Crypto Twitter. A former Binance listing manager @ChaseWang just said on a Chinese podcast: "Everyone trades short-term with no long-term holders. Retail doesn't understand the value. Market makers only care about short-term profit." That's it. That's the industry. No one holds. No one builds conviction. Every token is a hot potato. English CT won't say this because everyone's talking their own book. Chinese CT doesn't care. Until you fix the holding problem, structurally, not narratively, crypto stays a casino. The answer is downside protection. Everything else is cope.
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The fact that ownership coins did not took over says it all, industry is not optimized for serious business at all hence we have speculative assets all tied down to narratives and bitcoin cycles, still think ownership will take over but it will take much longer
Sometimes i feel really bad for @metaproph3t because he’s built this very technically advance ICO Launchpad/ with very legally expensive structuring and he has to educate it to every new trader that joins the ecosystem, which has no filter on who can participate in many ways, @MetaDAOProject highlights the lack of serious business building participants it’s still cool to see so many people start to learn about different forms of ownership rights @MetaDAOProject is still the best place to launch an ICO - @futardio too
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This is probably one of the wildest project in crypto right now, thesis is simple How do you value something that keeps everything on the internet & beyond safe from increasingly accessible & inevitable quantum threats? $QST definitly has a tek stack to keep tab on,
This is the shift. AI scales the attacker. Quantum changes the cost curve. Both weaken the old promise: “they won’t have enough compute.” Information-theoretic security changes the premise. QuStream is built to scale security that compute alone cannot break.
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This is the shift. AI scales the attacker. Quantum changes the cost curve. Both weaken the old promise: “they won’t have enough compute.” Information-theoretic security changes the premise. QuStream is built to scale security that compute alone cannot break.
☢️You remember? Google optimized Shor's algorithm. The algorithm that breaks asymmetric cryptography (RSA, elliptic curves) once you have a quantum computer with enough Qubits. The US government blocked the paper. So Google published a Zero Knowledge proof instead: a mathematical proof that they have the result, without revealing how. Cryptographic sorcery 🧙 But the Internet is sneaky. Someone launched a contest to re-discover the result with AI. The LLM searches a huge space of circuits (each one a candidate optimization of Shor's), and tests whether it beats the previous best. The clever part: they use the ZKP verifier as the reward function. No false positives, and it turns out to be a very efficient signal. In less than 2 days, the community re-discovered Google's result !!! 🔔15 days later, the LLMs are still improving it. They're already 44% ahead of Google. Hard to say where this stops, ie. what the true minimum quantum complexity for Shor's is. But we will not close the full gap. You still need a Quantum Computer with a relatively large number of qubits. The only thing that changed is that this number drops a little every day, and it has been dropping for 15 days straight.
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Jun 16
The amount of people still defending $ZINC dev rugging is amazing, this scammer & his whitewhale friend will twist the story in anyway they can to avoid following with what they themselves structured at the launch of zinc, amazing grifting amplified by retarded Kol
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Jun 16
The @MetaDAOProject biggest error with $ZINC was letting the team operate out of the incentive framework they so carefully crafted, once that hapenned issues where bound to arise
The debate about @zinc_cash in @solana these past few days has been interesting. I've been keeping quiet to read many points of view and awaiting official announcements to arrive at a final analysis: Not because it's simply a debate about Zinc itself, but because it highlights something much bigger about crypto In this industry, every participant has incentives - Builders have incentives - Investors have incentives - Traders have incentives - Governance participants have incentives - Even the loudest voices on CT have incentives That's why whenever a project becomes successful, it's important to separate facts from narratives. I'm not saying every concern raised around Zinc should be dismissed. Questions about governance, investor expectations, and process are worth discussing openly But it's also worth recognizing how quickly narratives can form once a project starts winning. Crypto has a habit of rewarding outrage. The moment a protocol gains traction, attention follows. Then speculation follows. Then people begin attaching their own financial interests to the story What I've personally appreciated about Zinc throughout this situation is the level of transparency they've shown. Whether you agree with every decision or not, the team has consistently communicated, answered questions, and engaged with the community rather than disappearing behind silence. That matter Too often in crypto, teams vanish when things get difficult. Zinc has done the opposite The reality is that complex situations rarely fit into simple labels like "heroes" and "villains." Most disputes in crypto exist in the gray area between legal obligations, community expectations, governance outcomes, and business realities As observers, we should be careful not to confuse criticism with facts, narratives with evidence, or financial positioning with moral authority The best thing we can do is stay informed, examine the full context, and let transparency speak louder than noise Time tends to reveal who was building and who was simply farming engagement
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Jun 16
Everyone defending $ZINC Team has only one incentive they are holders so they benefit from the Team grifting, new low for the industry pushing grifters for some shekels
Really intrigued about the receipts they have I saw changing the name from zkfgsol to turbine cash to zinc cash I saw in their own webpage that the revenues will feed the zkfg treasury I saw in their own telegram the founder said revenues will feed the zkfg treasury I had their before BD on my space saying the revenues will feed the zkfg treasury A refund of $500k was made to the investor who decided to exit The investor who decided to stay, believe in shift boss and absorb the losses gave the team around $400k to operate and it seems they built zinc with that money I can't really wait to see the receipts
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Really intrigued about the receipts they have I saw changing the name from zkfgsol to turbine cash to zinc cash I saw in their own webpage that the revenues will feed the zkfg treasury I saw in their own telegram the founder said revenues will feed the zkfg treasury I had their before BD on my space saying the revenues will feed the zkfg treasury A refund of $500k was made to the investor who decided to exit The investor who decided to stay, believe in shift boss and absorb the losses gave the team around $400k to operate and it seems they built zinc with that money I can't really wait to see the receipts
Oh, you don't think we have receipts. Just wait
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Jun 15
i was early on $ZINC, bought below 100k mc but sold most of it at 10$ after realizing there was a second coin which was supposed to have value accrued to it wasn't ideal at all but now that the zinc team is trying to NOT fullfill its promise to its OG supporters its even worse all this mess is just a $ORE bullcase at this point, because can't be a SoV candidate with such centralized actors
Jun 15
what's the best way to short solana:zinc155BS4mSPk8GXQj4R5hkVDQXcW253pTYq5SGyfi? no matter what happens now its clear that there are deep ethical issues with the team you should expect the token to go to ≈0 once the mania has subsided revenue share doesnt ultimately matter as this project will be worthless within a year
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Update: we haven't heard anything from the Zinc founder in more than 24 hours. We are exploring all strategic and legal paths and are committed to doing what we can to create a solution for the relevant stakeholders.
There are ongoing private discussions I don't want to disrupt and also legal implications of tweeting things publicly What I can say is we're actively pursuing a good resolution here, monitoring the situation closely, and thinking of ways to improve the mechanism to reduce the % of dramatic situations like this in the future Sorry if that's a non-answer, I now understand some of the reasons why corpo-speak exists 🫡
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Caught red-handed. After I published this exposé, the @zinc_cash team worked hard to remove any mention of the ZKFG raise and governance that have funded them to build Zinc. See the changes on the page from the original post (no mention of "Shift boss — Market-driven protocol funding". If this is not an admission of dishonesty and wrongdoing, I don't know what is. Truly Orwellian rewrite of history.
Is @zinc_cash rugging their investors? 👇 That's a pretty serious accusation, so let's dive into it. There's a live proposal on @MetaDAOProject from the @zinc_cash team to take the ZKFG private. What's ZKFG, and what does Zinc have to do with it? MetaDAO ZKFG token raise has been funding the @zinc_cash team for 10 months while they were silently building Zinc. (proof in the first reply) The original idea they got funded for (ZK SOL) was a flop. And that's fine; startups try things, and when they fail, they often pivot. But then they pivoted to Zinc, and found a PMF, and decided to... rug the investors? As per Zinc's website, 1% of all SOL volume (10% of 10% protocol fee) should go back to ZKFG treasury (see screenshot), but that NEVER happened. (proof in the first reply) So instead of giving $5.5 m — $55m back to investors (math explained below), they decided to keep silent and try to buy back their investors for peanuts, rather than return some meaningful value to them? 👇
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docs added to liquid protocol repo $wstDIEM — liquid staked DIEM on @base. Stake @VeniceAI DIEM → earn inference yield (monetized on @asksurplus & @AntSeedAI (soon) → use $wstDIEM as @Morpho collateral, borrow DIEM, and loop. 10-20% variable APR on $wstDIEM wstDIEM — 0xe49FA849cB37b0e7A42B2335e333fb99474167ba curve DIEM/wstDIEM — 0x21c33a1Bb5f6Eb43563e1fB9e7AA1D4E90C1A0CD repo linked below
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Jun 12
This is $LIQ coded Inference capital markets on steroids
autono will earn a fixed % of fees from every agent launched on liquid's inference presale product DIEM & WETH -> $autono
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You don't see a lot of tangible unlocks like that on the timeline wstdiem is opening up new possibilities for structuring inference for agents, no buzz word or fancy feature that will be irrelevant once big players absorp it Gotta pay attention to $LIQ
I'd like to finalize the inference sale product this week. Short term: inference sale will bootstrap self-funding for agents Long term: we can denominate in $wstDIEM enabling agents to accumulate & compound inference - needs to be much more liquid though Agents can pay for access to both of these products with a % of fee streams Liq, Autono flywheels
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If you don't have a $LIQ bag you will fomo higher once base coins start sending again
liquid will eventually become a fully tokenized company, with live & transparent calculations determining ops costs per week or month, and the rest of rev being chucked directly into $liq strategies* *strategies being an important caveat because imo significant and complex sources of revenue deserve equally significant and complex methods of allocating resulting capital. but the value should accrue to a single, simple asset. im sure m00n agrees
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Nothing as of now $ZEC supply is...
Just so I have this straight - For 4 years, anyone who understood how Orchard works could have minted infinite untraceable $ZEC out of thin air with no onchain signature - The bug was discovered this week with a single sentence Claude prompt - Token supply could theoretically be infinite, but the TX history is private so nobody actually knows - We're supposed to believe that no one discovered or abused this exploit in 4 years - And we're also supposed to believe that Zcash pumped 20X in the depths of a bear market for reasons completely unrelated to this multi-billion dollar vulnerability What am I missing here
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Markets may be bad yet $WIRE is holding it's own, there is already a burn mechanism on & a new token sink via staking will be added via the new platform, utility, scarcity while benefiting from the the business growth, think @717CapitalAI is too undervalued but for how long...
717 Platform v1.0 will highlight the basic speed & simplicity of @717CapitalAI stablecoin trading/settlement infrastructure. As 717 Platform evolves, additional crypto assets, user jurisdictions, settlement types (ACH, FX, etc.), $WIRE staking, fee structures, and other Platform capabilities will be supported. Should you have any feedback or require additional support with 717 Platform v1.0, please reach out and @717CapitalAI will do our best to accommodate.
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The biggest thing about the claude exploit is that a if a top tier team of professional shipped something that could get rekt by claude, a lot more can get claude rekt the list of shorts has expanded anything can happen at anytime now
a list of potentially exploitable projects like zcash:native: > polygon > scroll > starkware > mina protocol > aleo > succinct gray-hat security researchers - you're welcome
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Crypto is a fast moving environment where once you blink you miss a lot, salpha bot is niw my go to on telegram when I start any dyor for coins with meta I've missed on base Really useful to the point if there was a buy bot & a way to scan distro I would do it all in there
I kept running into the same wall in crypto: you find a token, and all you have is a contract address. Who built it? Why is it moving? What do people actually think? So I started building salpha to do that work for you. You hand it a token, it reads everything and writes you a single research report: the team, the catalysts, the community sentiment, the alpha most people miss, every claim sourced back to where it came from. The deeper reason I'm building it: I think the most interesting frontier in AI right now isn't the models themselves, it's the application layer. Everyone has the same models. The leverage is in taking a narrow, genuinely painful workflow and shaping AI tightly around it. Niche verticals are a wildly underrated design space, and salpha is partly my way of exploring it. It's early, and I'm building in the open. Around 120 people use it on Telegram and ~50 on web, with activity that ebbs and flows day to day. The results are already strong enough that people keep coming back but there's real work left on hallucinations and accuracy, and that's most of where my head is right now. The part I'm actually proud of however, is that it all runs cheaply, on DeepSeek V4 Flash, through meticulous optimization of our input data and our prompts. Getting the most out of AI is in my opinion, data science on what you feed it married to prompts that actually work. App is live now, links are in bio.
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Psyops retweeted
I kept running into the same wall in crypto: you find a token, and all you have is a contract address. Who built it? Why is it moving? What do people actually think? So I started building salpha to do that work for you. You hand it a token, it reads everything and writes you a single research report: the team, the catalysts, the community sentiment, the alpha most people miss, every claim sourced back to where it came from. The deeper reason I'm building it: I think the most interesting frontier in AI right now isn't the models themselves, it's the application layer. Everyone has the same models. The leverage is in taking a narrow, genuinely painful workflow and shaping AI tightly around it. Niche verticals are a wildly underrated design space, and salpha is partly my way of exploring it. It's early, and I'm building in the open. Around 120 people use it on Telegram and ~50 on web, with activity that ebbs and flows day to day. The results are already strong enough that people keep coming back but there's real work left on hallucinations and accuracy, and that's most of where my head is right now. The part I'm actually proud of however, is that it all runs cheaply, on DeepSeek V4 Flash, through meticulous optimization of our input data and our prompts. Getting the most out of AI is in my opinion, data science on what you feed it married to prompts that actually work. App is live now, links are in bio.
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