0xnut6 🎒

I trade in public on @fomo : OG | RWA Deep Diver | AI Optimist
Waiting for our supercycle. 🚀

[۟ @MINHxDYNASTY]

but besides a good will post, here are the more narrative / technical reasons i like it:

• every strong community that launches here makes the whole ecosystem stronger
• more communities = more users, volume, fees, attention
• buybacks + burns give actual value back to the ecosystem
• winners can help create more winners instead of everything being zero sum
• paired assets are one of the coolest parts. stocks, pre-ipo, crypto, memes, whatever people want to build around
• every successful coin becomes another distribution channel for stonkfun
• sits in a really interesting spot between internet culture + tokenized assets
• solana continues to be the best place for this type of experimentation imo
• great team, amazing tek, and a lot of goodwill already built

the main bet:

if stonkfun keeps producing top tier communities, every winner makes the next winner easier

[doug funnie @cryptoklotz]

the bull market from last time you romanticize,

vs

what the early stages of a bull market actually look and feel like, on a lower timeframe, in real time:

i feel like a lot of people forgot. the only way you can make it holding high conviction bags is extreme confidence, and the willingness to ride it to zero and be wrong.

[AGoldBull @AGoldBull]

刚刚 Long 官方和创始人 Nate 前后脚发推，给全网展示了一个非常少见的链上资产改造样本。

官方直接从 LongX 抽了 10% 的平台 TVL，把等值 20 万美元的 NVDA3x、OpenAI 和 Anthropic 现货永续资产，全部注入了 $AI（Artificial Inu）的流动性池。

很多人以为这只是一次普通的 20 万刀回购，但看下 Nate 随后拆解的链上数据，背后的真实意图完全不同：

这个池子一次性锁死了全网近 20% 的 NVDA3X 流通量。

这意味着接下来平台上绝大部分想炒三倍杠杆英伟达的交易与套利，路径都必须强制从 $AI 的池子里路由穿透。只要杠杆美股交易活跃，就会持续产生推升 $AI 的被动买盘。

更核心的在于反身性。很多人之前抱怨代币化美股“涨跌跟正股脱节”，Long 索性直接把 3 倍杠杆标的配进去。正股涨 1%，NVDA3x 涨 3%，直接把英伟达的实际涨幅和 OpenAI 的估值溢价成倍传导到代币底池里。

当然杠杆也是双刃剑，科技股若遇回调，回撤同样会被放大。

$AI #RobinhoodChain #RWA

[Wazz @WazzCrypto]

My memecoin / rugpull investigations will now not only include onchain data but also offchain data with a full report on all twitter accounts promoting said rugs

(with screenshot evidence backed up)

The goal is whenever a new project pops up, you can just scan the DB and see how many of the "usual suspects" are promoting a coin to give you a good idea of how likely it is to be a scam

Or to be able to see what are the worst offenders (read: serial scammers)

[BlackRock @BlackRock]

Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. https://t.co/z5T88Orble

[JTX @jtx_trade]

Introducing: Autocompound on JTX

Finally, @LaunchOnSF rewards can now work for you automatically. JTX Autocompound automatically takes the quote asset you earn from Stonk rewards and buys more of the original asset.

Earn rewards for holding, rebuy the Stonk, repeat.

[MatthewHallberg @MatthewHallberg]

Had some fun prototyping this weekend
with @bwongxr and @alessiograncini
Got this working with colocated spectator view so you can watch your friends play Pokémon ⚡️🥽 @specs
Multiplayer next (but we need to find a bigger table)

[X @X]

timeline. ticker. trade.

[Ejaaz @cryptopunk7213]

Flight delayed 7 hours - asked Muse to file for compensation. 5 mins later i had $250 credit in my delta account. it even found and rebooked me a new flight.

it just figured everything out. even responded to the support email itself.

shit feels like magic.

[0xnut6 🎒 @0xnut6]

we are coming

[DonAlt @DonAlt]

This the chart and people keep beartarding in my comments

Is what it is

[Armani Ferrante @armaniferrante]

I don’t hate buybacks. I think it’s one of many tools. The equity exchange is another. The core issue with buybacks and nothing else (beyond the capital allocation discourse) is that token holders dont have a path to earn value built exogenously. For example, there’s a ton of intrinsic value built up in the company in our licenses alone (I would argue those licenses will be worth more than than the current entire market cap of BP if you look at comparables). If we only did buybacks and no equity conversion, that’s a huge hole. I don’t think it’s enough. Any token would be strictly better with an equity conversion than without it.

[Ansem 🐂🀄️ @blknoiz06]

high level view that should determine most of how you allocate capital this cycle on the crypto infra side imo

exchange+performant chain+regulatory advantage

funneled into retail mobile frontends empowered by the social trading flywheel

lots of competition here, winners will
be massive

[Armani Ferrante @armaniferrante]

I can't say if the $BP tokenomics are better or worse than any other, but they're definitely the most extreme.

[0xnut6 🎒 @0xnut6]

@Miiiho420 brick by brick

[0xnut6 🎒 @0xnut6]

Since the $BP airdrop, I haven’t sold a single token. I added more on the way down.
That stretch in the middle was rough. Thin liquidity, messy price discovery, and airdrop sell pressure crushed sentiment.
The FUD never really stopped. I still stuck with my own view.

I wasn’t watching the next candle. I was watching whether @Backpack could become infrastructure that Solana actually has to reprice.
The market is starting to turn.
@blknoiz06 said it plainly: buy backpack.
@frankdegods stepped in and bought $BP.
@theunipcs even put the red backpack on his name 🎒
This is not just social heat.
The product is still live, the compliance path is still moving, the trading stack is still expanding, and the founder @armaniferrante never stopped building.

$BP should not be read as an airdrop coupon.

Solana does not lack launches, short-term liquidity, or onchain narrative.
What it lacks is a durable listing and liquidity outlet, closer to the role Coinbase / Binance play in other ecosystems: taking onchain assets into a venue that can trade, clear, and absorb larger capital.
That is what @Backpack is building.

Wallet, exchange, @MadLads, and now tokenized stocks. Same direction: turning Solana from a launch chain into a financial gateway that can actually carry assets.
$BP is a claim on whether this company can finish that path, not on a single day’s tape.

The rest of the chain is converging on the same idea.
@LaunchOnSF’s pairing model now ties issuance to real-asset quotes, so new tokens are no longer stuck circulating against a single quote asset. They can connect to stocks, commodities, and a fuller set of trading demand.
Capital, product, and the regulatory conversation around @solana are also clearer than they were a phase ago.
The market is only now starting to reprice @Backpack.
I believe in $BP.
🎒

BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy

[0xnut6 🎒 @0xnut6]

let the pump be with u

[ChimpZoo @ThinkingBitmex]

I just had a Citadel Quant send me this internal alpha they were all told to study over the weekend

He told me that this may be one of the most important videos any trader can ever watch

[Coulou @okay_lets_ride]

https://t.co/nzNflml9Nw

[Our Country Our Choice @OCOCReport]

🚨 EUROPE’S PREPARATIONS FOR WAR ARE REACHING AN ALARMING LEVEL

Measures that would have appeared unthinkable only a few years ago are now spreading across Europe:

🇫🇮 FINLAND (AKA Ukraine 2.0)
• Raised the military-reserve age to 65
• Building a reserve approaching one million people
• Removed the legal barrier preventing allied nuclear weapons from entering Finnish territory
• Withdrew from the treaty banning antipersonnel land mines
🇪🇪 ESTONIA
• Declared its willingness to host NATO nuclear weapons if necessary
• Building bunkers, trenches and anti-tank barriers along its Russian border
• Participating in the new Baltic Defense Line
🇱🇻 LATVIA
• Constructing border fortifications, barriers and military positions
• Withdrew from the treaty prohibiting antipersonnel mines
• Expanding civil-defense and national-resilience preparations
🇱🇹 LITHUANIA
• Building fortified defensive positions near Russia and Belarus
• Stockpiling anti-tank barriers and mine capability
• Withdrew from the antipersonnel-mine treaty
🇵🇱 POLAND
• Offered to host NATO nuclear weapons
• Pursuing an army and reserve system totaling approximately 500,000 people
• Planning to train as many as 100,000 reservists annually
• Considering military preparation for all adult men
• Building the “Eastern Shield” of fortifications, surveillance, drone defenses and potential minefields
• Withdrew from the antipersonnel-mine treaty

🇩🇪 GERMANY
• Cataloguing subway stations, tunnels, garages and basements for use as bomb shelters
• Seeking shelter capacity for approximately one million people
• Registering and assessing young men for possible military service
• Preparing to move hundreds of thousands of NATO troops and vehicles east during a major war
🇸🇪 SWEDEN
• Sent citizens an “In Case of Crisis or War” handbook
• Instructed families how to survive blackouts, air attacks, disrupted communications and possible occupation
🇩🇰 DENMARK
• Expanded military conscription to women
• Increased military service from four months to eleven months
🇫🇷 FRANCE
• Developed public-survival guidance covering emergency supplies, radio communications and radiation precautions
• Encouraging participation in military reserves and civil-defense organizations

🇬🇧 BRITAIN
• Reviving government “War Books”
• Integrating military, civilian, industrial and utility planning
• Preparing a national home-defense exercise
• Strengthening protection of energy systems, water, communications and undersea cables
• Planning for cyberattacks, fuel shortages and supply-chain breakdowns
• Making it easier to recall former service members—potentially up to age 65
• Increasing weapons, drone and ammunition production
🇪🇺 EUROPEAN UNION
• Advising 450 million residents to maintain at least 72 hours of food, water, medicine, cash and emergency supplies
• Building strategic reserves for chemical, biological, radiological and nuclear emergencies
Nuclear weapons have not been confirmed as deployed in Finland, Estonia or Poland—but those countries have opened, or are considering opening, the door.
Europe says this is deterrence and preparedness.

But when countries simultaneously expand conscription, recall older soldiers, prepare bunkers, restore land mines, consider hosting nuclear weapons and teach civilians how to survive war, one question becomes unavoidable:
WHAT DO EUROPEAN GOVERNMENTS KNOW—or fear—THAT THEIR CITIZENS ARE NOT BEING FULLY TOLD?

[0xnut6 🎒 @0xnut6]

If you still think this is just a bear market rebound, study hard — the time you’ve spent is far from enough.

If you think this is already the early stage of a bull market, don’t make one mistake: taking too little risk.

[0xnut6 🎒 @0xnut6]

@chenmo 終於回歸正途