Shaman Lansky(Kosher Nostra)🇮🇱

I buy rugs

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Revealing Progress Of Our 5 Calls Last Week 🎯

• $RECEIPT went from 907k to 5.2M mc {5.6X}

• $bob mooned from 187k to 800k mc {4X}

• $SILKROAD went from 59k to 125k mc {2X}

• Ponstream ($STREAM) went from 135k to 250k mc {85%}

• Aped $SPRH at 159k mc, mooned 30% then went south, but that's part of the game.

Already hunting for some gems

Follow and turn on notifications and stay ready.

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

This is the cleanest breakdown of the current market I’ve seen

top of the K is real businesses compounding (HYPE and friends)

bottom of the K is 10,000 vibecoded rugs fighting for the same retarded attention

and the only winners are the house, the KOLs, and the people extracting

most of CT still chooses the bottom every single day because one lucky 10x makes them think they have edge

then they give it all back

I’m done playing negative sum games with people who are still rummaging through the trash

long the things that actually grow. hold them. ignore the rest.

the rest is just cope for people who refuse to get serious.

[Kyle @zeroxkyle]

TLDR: like all markets crypto is becoming K-shaped in itself. you have two ends of th K - top end is growing fundamentals in growing businesses which will slowly accrue more flows over time

bottom K is on-chain getting rekt by lemon markets (read: Claude / AI making it incredibly difficult to differentiate real projects) - last time maybe you had 10 out of 100 projects that were good. now it's 10 out of 10,000. the % chance of getting needle in the haystack is lower and lower, and all value in the bottom of K will accrue to scammers, KOLs, or P&Ders

i wrote yesterday that catalyst trades don't work anymore for the same reason. in a K-shaped world, most of the money flows towards assets people are comfortable buying and holding in - taking one-off catalyst trades for protocols which otherwise have no underlying fundamentals is akin to playing at the poker table with a bunch of other starving people who have been rummaging through the trash (on-chain) and are desperate for some win. very simply, the flows don't support this anymore - and we've seen it in PA. sharp price action both ways.

and this is a feedback loop in and of itself. as more and more people lose money trying to play negative sum games (and these ARE negative sum games because everyone loses except the house), more and more people will flock to positive sum games (growing fundamentals are net winning for everyone, see HYPE as the best example)

we've already seen this play out years and years in crypto. we are just finally at the culmination of it all. 2018, 2021, 2024, all the same shit. just that the only difference now is that you can opt out to play positive sum games, whereas in the past, you had no other choice.

long those growing fundamentals. don't give a shit about the rest. and hold.

i will say that the investors playbook is extremely clear right now, but majority of retail will still choose to play negative sum games either because they have deluded themselves into believing they have some sort of edge (1 big win => i am good => many small losses => lose it all) or they are too short term to do any of the stated above

it's really up to you. good luck.

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Bidding $BAGFI dips hard at 120k while volume on Arc is looking dead

Most of you already folded and moved on to the next vibe coded slop.

I’m still here accumulating the first real lending protocol on the chain.

When the volume comes back this thing is going to reprice fast.

0x1f9f98b2D7B4dDCd93654a1E20221340CF1F241e

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Just added more $BAGFI

Arc trenches are still early
volume on the chain is starting to wake up

most of you are still sleeping on it
I’m not

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@MateoLL10 Pained mfer

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Day 1 of Super Intelligence and we have a spelling error

$POTUS
President Of The Unites States
Yes. Unites.

That’s the entire thesis.
CT will force it higher just to cope.
It's everywhere on the news

Volume already printing,
callers already in, chart looking like it wants to go.

EDETAdjB1N8AARfoWWTwxeUJiNFjGAEhBv1JBePnagoh

Don’t be the guy still asking “is this real?” while it’s already moving.

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Trenching on “Day 1 of Super Intelligence"

and we have Something retarded about to print

and most of you are still sleeping on it.

Who are those ready?

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@Defi_expert Let's lock the fuck in

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Uptober and we are still here.

The market doesn’t care how tired you are. It doesn’t care that September was ugly.

It doesn’t care that you wanted to quit.

It only cares who is still standing when the next move starts.

I’m here because I don’t know how to stay poor.

New month. Same game. Still not giving up.

Let's lock d fck in

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@MateoLL10 You sound like a sideliner

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@MateoLL10 Another bitter person tired of the market

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

$POTUS just 3X from our second entry

The official account just confirmed it:

“It wasn’t a typo.
We are not united. This order is actively uniting us.
Hence, The Unites States.

Democrats are trolling already 🤣

$POTUS will run back to 1M again

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Everyone is talking about $POTUS

Don't just laugh at the name and miss it
The level of retardation is exactly what CT forces higher.

Sizing in more at this entry

https://t.co/vXW1Ai7Nj3

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@timthedegen A narrative that's getting tighter

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@Maggi0M $POTUS just joined the list

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

95% WIN RATE every single week in the last 3 Weeks.

last week wasn’t any different

• $AF 434k → 3.7M mc {8.5x}

• $BAGFI 103k → 472k mc {4.5x}

• $PYRE 205k → 416k mc {2x}

• $TEZO 31k → 62k mc {2x}

• $GO 264k → 562k mc {2x}

• $PURSER 242k → 434k mc {1.7x}

•$Familiar went from 782k to 1.1M then went south, we know that's part of the game.

Same process, Same Results
Clean week. Still holding a few of these.

Follow + Notifications on if you want the next ones.

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@Defi_expert @tryaiflow seen $BAGFI ?

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Arc team is now openly RTing and engaging with $AF content.

That’s not subtle. That’s a public stamp of legitimacy.

@tryaiflow just got the kind of validation most projects beg for.

They’re positioning as the core utility play on Arc , the one that could actually challenge (or even run past) $ORBIO.

This one just got a lot harder to ignore for Q4.

https://t.co/bhkbxlHEfF

[AI Flow @tryaiflow]

AIFlow x Arc 🤝

AIFlow gives developers and agents one API for OpenAI and Anthropic models. One key connects existing tools to frontier inference through a shared pool of AI credits.

Behind that endpoint, we connect to inference providers across regions and route traffic through a globally distributed network. Our provider relationships and negotiated pricing help us offer the same models at lower cost, without asking developers to rebuild their workflows.

We started by serving businesses and processing more than 1B tokens a day across our B2B operations. Now we’re opening AIFlow to everyone.

We chose to build on @Arc because of its focus on the agentic marketplace. As we expand on-chain, we want to work directly with teams building agents on Arc and give them a simpler, more affordable way to access the inference their products depend on.

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@iamsounemployed Will keep sharing keys factors and metrics that could make it a stand out meme

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@Defi_expert You mean the president of Unites State?

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Everyone is talking about $POTUS

Don't just laugh at the name and miss it
The level of retardation is exactly what CT forces higher.

Sizing in more at this entry

https://t.co/vXW1Ai7Nj3

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Day 1 of Super Intelligence and we have a spelling error

$POTUS
President Of The Unites States
Yes. Unites.

That’s the entire thesis.
CT will force it higher just to cope.
It's everywhere on the news

Volume already printing,
callers already in, chart looking like it wants to go.

EDETAdjB1N8AARfoWWTwxeUJiNFjGAEhBv1JBePnagoh

Don’t be the guy still asking “is this real?” while it’s already moving.

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

Trenching on “Day 1 of Super Intelligence"

and we have Something retarded about to print

and most of you are still sleeping on it.

Who are those ready?

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@OnlyLJC Some will choose to learn this from experience, but i love the part of the sell some

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@thisisdjen Let's reonboard them

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

@Earneliza Your gains are still unrealistic

[Shaman Lansky(Kosher Nostra)🇮🇱 @100xShaman]

yeah man the discipline is elite

only counting it when it’s in SOL or USDC

unrealised is just numbers on a screen until you lock it

that’s how you actually stay in the game

respect

[LJC @OnlyLJC]

Generational September. 2.5m$ mixxed pnl.

Onchain up approx 1.5m$ (bit more with RH)
Up another 1m on my PUMP/SOL/ETH spot holdings (realised some of this aswell)

Bunch more unrealised but we don’t count it until it’s in SOL or USDC

Beyond grateful.