Money printer goes burrrrr with Markets app. Now live on both Android and iOS. Trade, follow, earn 24/7. Download & copy the best traders in the world. 👇

may the gaslight mythos wrapper to do evil things games begin

every day is a good time to rotate from useless coins to useful coins

$RAIL optionality just starting to be priced in, TAM can scale in orders of magnitude if adopted as default privacy layer for wallets and defi privacy middleware more broadly

waiting to hear narratives on how mythos formal verification enable impenetrable defi

modular lending is winning

odds weren't as bad as market priced in $ZEC

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

Broadly on AI, i think what we're seeing is a correction as well as rotation as market discovers model take rates are getting competed down and subsidies aren't forever sustainable. That can be problematic for frontier models but i wouldn't conflate it for "AI demand dies" - i think it moves elsewhere; more open models, chinese models, etc. Token volumes are skyrocketing and demand is absolutely there, so what's more durable in a shift away from frontier AI is compute and energy layers beneath all the models; that goes up with aggregate demand even as token costs fall, ie Jevons. In that case, miner-HPC names should continue doing well and we could soon see some nice entries in the correction - they could really skyrocket if BTC starts doing well at the same time.

people are in extreme fear of the 4 year cycle playing out with BTC heading to as low as sub-40K this year based on previous bear market drawdowns so even if 60K looks good, there's a lingering doubt that its yet another "this time is different" trap on alts, many might look totally washed out, but its hard to get a bid there except very select few as its hard to see alts hold up on a -33% drawdown on BTC

Wait until they find out about the Bitcoin bug in 2010 that minted 184,000,000,000 BTC and had to be patched

Dug more into Zcash exploit and think the blast radius is much lower than what I understood on the show. It's not infinite supply mint - it's infinite supply within Orchard (a specific shielded pool). That represents ~25% of total circulating (estimated) and that is the max possible amount that can be counterfeit and removed from the Orchard pool. This is why people are speaking confidently about the exploit having not happened - the flows associated to Orchard would look weird if someone got free ZEC within it and mass exported. If they were doing it consciously before to match inflows, surely they'd do it more heavily now that the gig is up. The next upgrade coming down the pipe will implement a new pool with better soundness that people can migrate too and if everyone is able to migrate you can be fairly certain the exploit was never used - but it is NOT explicit proof that it was never used. You can only infer.

well now its really a bet on ZCash proving Orchard solvency market now pricing the risk of insolvency until then at about 50:50 between zero and re-rating right back to where it fell from i don't think the odds are that bad, so current price looks attractive it's kinda like a prediction market where odds are at 50% right now and resolution is in a week or so when supply verification upgrade arrives

$BTC has a sharp nose for risk off - might be leading a larger equity correction like it did in early 2025

good time to refresh this one

it took crypto 4 months to grind up 20% just to lose it all in 4 random days in June