Whippa

exploring AI, trading automation & memecoins

[Whippa @0xwhippa]

https://t.co/5Ga3GyN7NX

[Whippa @0xwhippa]

@irongiantXBT grok bot is insane

[Whippa @0xwhippa]

@theSethian alpha

[Whippa @0xwhippa]

@envromaine ohhh

[Whippa @0xwhippa]

This guy’s GROK BOT desk ends the session near +$400k.

eight arms, one brain. each arm does one job, then the brain writes the reason in a single line.

→ spotter scans the tape
→ sepia reads flow
→ kraken sets size
→ siphon sends the order
→ inkwell handles the exit

a stop then hits. Inkwell retracts, risk prints about 0.66, and the gauge says tighten. The equity line still marks a new high. 75 trades, an 80% win rate, and max drawdown around 3.1%.

This f*cking crazy

[Whippa @0xwhippa]

https://t.co/5Ga3GyN7NX

[Whippa @0xwhippa]

@adam_james_hill nice story

[Whippa @0xwhippa]

@morpphhhaw I haven't seen such information, most likely where you saw it - fake

[Whippa @0xwhippa]

420.00$ - GROK BOT PREDICTED HOW MUCH THE TESLA ROADSTER WILL COST

I wanted to see if an AI could guess a car’s price without being told it.

Grok bot got one frame of the new Tesla Roadster. It found 8 parts, estimated each one and added them up: about $87,200.

Then it stacked assembly, R&D for a small run, warranty and margin on top. Final prediction: $420,000.

Reports say the Roadster starts at $200K+. That’s less than half of the bot’s number. Curious which one ends up closer.

[Whippa @0xwhippa]

https://t.co/5Ga3GyN7NX

[Whippa @0xwhippa]

@fivelossSH I think yes

[Whippa @0xwhippa]

@AleiahLock crazy reports

[Whippa @0xwhippa]

@Principia_X 🤯

[Whippa @0xwhippa]

@kaijucode great work

[Whippa @0xwhippa]

@bonduelleioat alpha

[Rancune @Rancune_eth]

State of the Trenches

It's time for me to write up the sequel, the State of the Trenches, explaining my thoughts about where we are and where we're going in my eyes.

This might be my most important post of this year. A few times a year I make a long post detailing my thoughts. View this as the sequel.

𝗠𝘆 𝗯𝗮𝘀𝗲 𝗮𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻𝘀:

𝗦𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗱𝗲𝗯𝘁 𝗰𝗿𝗶𝘀𝗶𝘀
We are in a worldwide debt crisis, triggered or enhanced by COVID, oil, and tariffs—but those only unearthed what lay beneath the surface. The USA, Europe, and Japan all face unsustainable government debt growth. This isn't too bad in a low-rate cycle, but it becomes very painful in a high-rate environment.

There are three ways out of it: government austerity (not likely), flat-out QE (unlikely, as it will backfire if you let go of your inflation target like that), or financial repression/ycc (most likely). Yield curve control is inflationary. You will still have to refinance debt at higher rates, so all roads lead to debasement.

Some people believe lower oil prices and tariffs will buy us time, but I'm inclined to believe you can't put the cat back in the bag.

𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝘁𝗿𝗲𝗻𝗰𝗵𝗲𝘀
Back in the day, if you launched a token, you had to write or copy a contract and launch it through DxSale or simply deploy it with liquidity on mainnet.

The breakthrough of https://t.co/eeVVp42zX6 was the commoditization of meme tokens: everyone can deploy one. The breakthrough of Claude resulted in the commoditization of utility: everyone can build a website and an empty-shell DeFi protocol. The breakthrough of trading terminals resulted in the commoditization of edge and information: everyone is a sophisticated trader with all the tools at their disposal.

When there is a lot of supply of everything, liquidity becomes fragmented and value accrual approaches zero. The rising tide doesn't lift all boats. Value capture is still present, but opportunities are few and far between, mainly limited to cabals, top-tier KOLs, and the guys who are simply lucky.

𝗡𝗼 𝘁𝗿𝗶𝗰𝗸𝗹𝗲-𝗱𝗼𝘄𝗻
BTC and ETH are going up, but alts are having a hard time following. BTC and ETH have significant demand through their ETFs, but there is no trickle-down into the trenches.

Previously, people bought on CEXs and then moved down the risk curve into riskier plays. That isn't happening now. There is barely any retail presence, and retail is certainly not on-chain. As value capture becomes centralized, as described in my previous point, the trenches get drier and drier.

𝗕𝗮𝗿𝗲𝗹𝘆 𝗮𝗻𝘆 𝗿𝗲𝘁𝗮𝗶𝗹 𝗶𝗻𝗳𝗹𝗼𝘄
People talk about Fomo as a “breakthrough app” that onboards retail. Let's try an experiment: ask a normie friend to install Fomo, put $50 into it, and then check back later to see whether they would do it again. We have seen the data on how many traders actually win.

As for breakthrough apps like https://t.co/eeVVp42zX6, Axiom, and Fomo, one must notice that the value accrued is not distributed to the trenches, outside of some pocket change. There are no airdrops or presales, but IPOs instead.

𝗧𝗼𝗸𝗲𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝘀 𝗮 𝗯𝗶𝗴 𝗰𝗮𝘁𝗮𝗹𝘆𝘀𝘁
I'm one of the most bullish guys on tokenization, but I'm realistic about the value it will accrue for the trenches. Sure, there will be some fun plays, but the big boys are going to eat our lunch.

Settlement will happen through blockchains, but customers will never know—or consciously decide—to “go on-chain.” Robinhood, Coinbase, Kraken, the NYSE, Nasdaq, funds such as BlackRock and ARK, DTCC, and Securitize will eat well, but they won't allow a significant portion of the value to accrue to trenchers.

𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻?
Based on the views above, I think BTC and ETH will continue to go up as the sovereign debt crisis develops. The combination of a risk asset with a hard-capped supply and accessibility is finally paying off. Gold and silver will probably have their time in the sun again, too, once the oil situation is resolved.

There will be ruthless rotation in the trenches, with perp traders bleeding dry on funding and rotation. But some things might still be worth aping, under specific conditions—unless you have 1) a large group of copy traders or 2) you are the best at wallet watching and sitting in front of three monitors 24/7 with every trading tool at your disposal:

•  𝘉𝘪𝘨 𝘢𝘭𝘵𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘯𝘦𝘷𝘦𝘳 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘢 𝘣𝘶𝘭𝘭 𝘮𝘢𝘳𝘬𝘦𝘵, 𝘢𝘳𝘦 𝘢𝘵 𝘳𝘰𝘤𝘬 𝘣𝘰𝘵𝘵𝘰𝘮, 𝘢𝘯𝘥 𝘩𝘢𝘷𝘦 𝘯𝘰 𝘶𝘯𝘭𝘰𝘤𝘬𝘴 𝘢𝘯𝘺𝘵𝘪𝘮𝘦 𝘴𝘰𝘰𝘯 ($MEGA).
• 𝘊𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘵𝘩𝘢𝘵 𝘣𝘳𝘪𝘯𝘨 𝘤𝘳𝘺𝘱𝘵𝘰 𝘵𝘰 𝘵𝘩𝘦 𝘮𝘢𝘴𝘴𝘦𝘴 𝘰𝘶𝘵𝘴𝘪𝘥𝘦 𝘰𝘧 𝘤𝘳𝘺𝘱𝘵𝘰: neobanks such as ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 and $XPL; $HYPE and $LIT for access to perps through regular, KYC-compliant TradFi apps; perhaps a ZK protocol to replace KYC or the EU wallet (sigh); stablecoin settlement; and so on.
•  𝘎𝘰𝘰𝘥 𝘳𝘦𝘢𝘭-𝘸𝘰𝘳𝘭𝘥 𝘤𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘵𝘩𝘢𝘵 𝘴𝘩𝘢𝘳𝘦 𝘷𝘢𝘭𝘶𝘦 𝘢𝘤𝘤𝘳𝘶𝘢𝘭 𝘸𝘪𝘵𝘩 𝘤𝘳𝘺𝘱𝘵𝘰 𝘵𝘰𝘬𝘦𝘯 𝘩𝘰𝘭𝘥𝘦𝘳𝘴 ($KLED, or $VVV to a lesser extent, as they also have equity). I don't count $CHIP yet because it is a governance token—maybe later.
• 𝘊𝘳𝘺𝘱𝘵𝘰 𝘵𝘰𝘬𝘦𝘯𝘴 𝘸𝘪𝘵𝘩 𝘴𝘶𝘤𝘩 𝘢𝘯 𝘪𝘯𝘴𝘢𝘯𝘦 𝘮𝘰𝘢𝘵 𝘵𝘩𝘢𝘵, 𝘳𝘦𝘢𝘭𝘪𝘴𝘵𝘪𝘤𝘢𝘭𝘭𝘺, 𝘯𝘰 𝘰𝘯𝘦 𝘤𝘢𝘯 𝘷𝘢𝘮𝘱 𝘵𝘩𝘦𝘮. These only emerge once in a blue moon. (ubik:native could be one, but that depends on execution. If anyone can do it, it's @rbxt.)
• 𝘉𝘪𝘨 𝘱𝘭𝘢𝘺𝘦𝘳𝘴 𝘵𝘩𝘢𝘵 𝘢𝘳𝘦 𝘭𝘰𝘰𝘴𝘦𝘭𝘺 𝘤𝘰𝘳𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘤𝘳𝘺𝘱𝘵𝘰'𝘴 𝘴𝘶𝘤𝘤𝘦𝘴𝘴, such as Coinbase, Circle, and Robin Hood or my fav, Securitize, which has such a low market cap that the r/r is better to me

But Rancune, this post is just shilling your bag. No, it's not. Of course I'm going to buy tokens that align with my views on the state of the market, and pick the best ones that fit the above niches.

I bet there's plenty of tokens that I missed but that fit one or the above criteria. Please feel free to post below with the thesis; if they fit the niche and are a better pick I will research and perhaps rotate. I'm looking for the best of the best, to survive this cycle.

Note: I used AI to polish a bit but I explicitly asked it not to change my content, only flow & grammar

[Whippa @0xwhippa]

Three OpenAI Dots agents + Trading this INSANE

Meet Dots: three AI bots that do the chart work for you.

I asked one question: "What's next for BTC? Run a full Smart Money analysis." Then the bots split the job on the 30m chart:

→Pixel maps structure: swings, CHoCH, BOS
→Mox marks order blocks and fair value gaps
→Lumi finds liquidity and writes the plan

The plan: dip into the FVG, sweep the 87,010 highs, aim for 87,600. Invalid on a 30m close below 85,450.

It's a fucking printer of money

[Whippa @0xwhippa]

https://t.co/Fl1o603viD

[Whippa @0xwhippa]

This thing f*cking prints money with JEV

I BUILT A MEMECOIN TERMINAL THAT READS THE HOLDERS BEFORE I READ THE CHART

most people see a green candle and click buy. by then the dev and his wallets are already lined up to sell into you.

so I put JEV on every new launch. it scores each token in its first seconds by checking the dev's share, bundled buys, snipers and real buyers.

[Whippa @0xwhippa]

https://t.co/oLY3I4E0hU

[Whippa @0xwhippa]

I built the most DANGEROUS memecoin scanner with OpenAI DOTS agents

the idea was simple. Most people pick memecoins by staring at a chart and hoping. I wanted every token to go through the checks a careful trader would run, just faster and all at once.

→ scout reads the contract: mint, freeze, LP, taxes, whether you can sell
→ beret rates the meme and flags copycats
→ echo separates real mentions from bot noise
→ heart maps holders and finds linked wallets

the final 4 needed all five dots agents to vote yes. each one gets a score, a risk tag and the market cap a 10x would require.

[Whippa @0xwhippa]

https://t.co/Fl1o603viD

[Whippa @0xwhippa]

source: https://t.co/mraFagn6Pb

[Whippa @0xwhippa]

This is f*cking INSANE what I found

someone just mapped out everything you can plug into OpenAI dots.

it's called awesome-openai-dots: 50 ChatGPT plugin listings + 62 OpenAI plugin source packages + 18 use cases you can copy, all in one GitHub repo

you don't stare at an empty dot anymore. you copy a workflow.

here's how you go from zero to a dot that actually does something

STEP 0 → know what a dot is
an always-on agent inside ChatGPT. it works toward ongoing goals, runs on its own cloud computer, and connects to the apps you choose

STEP 1 → pick your apps
the directory is sorted by job: dev tools (GitHub, Supabase, Vercel), productivity (Gmail, Notion, Slack, Linear), design (Figma, Canva), research (Consensus, Zotero), even finance (IBKR, Binance market data)

STEP 2 → look under the hood
62 plugin folders from OpenAI's own GitHub repo, grouped by category. manifests, skills, MCP configs. read them before you trust them

STEP 3 → copy a use case
every workflow follows the same template: apps → trigger → workflow → output → human review. weekly project pulse, release go/no-go check, meeting-to-tasks follow-up, citation-backed literature brief, inbox triage

STEP 4 → keep a human in the loop
every use case marks where you step in. the dot drafts, you approve before anything gets merged, deployed, published or changed in production

STEP 5 → go to the source
OpenAI's official dots docs, plugin docs and the dots safety FAQ are linked at the bottom

it's a curated list, GitHub link with all the plugins, source packages and use cases is in the comments

[Whippa @0xwhippa]

https://t.co/Fl1o603viD

[Whippa @0xwhippa]

@0xPanamera good job bro