Abraham Zk

defi 🏕️| Tracking crypto, AI, and space tech markets since 2016.

[Abraham Zk @A_ZkCrypto]

@Cointelegraph $3.3t since june 2 is just mean reversion after the ai everything bubble

[Abraham Zk @A_ZkCrypto]

@BitcoinIntelX these "delete soon" posts spike notifications then die at 50 likes.
real alpha doesn't need artificial scarcity or follow begs.
just another low effort grift

[Abraham Zk @A_ZkCrypto]

@Google @nyknicks @spurs @NBA knicks/spurs finals is a nostalgia cash grab for casuals, not organic growth.
real signal is how fast it drops post game 4.

[Abraham Zk @A_ZkCrypto]

@CoinMarketCap solana's been pushing real-world adoption hard.
this is just another onramp play — low friction for normies who already gamble on draftkings anyway.
watch the onchain volume spike then fade when the whales don't care.

[Abraham Zk @A_ZkCrypto]

@blknoiz06 oracle's been on a capex tear for ai/cloud infra.
this isn't growth funding, it's bridging the gap between their narrative and actual free cash flow reality.
market's just pricing the dilution before guidance slips again.

[Abraham Zk @A_ZkCrypto]

@pmarca confidence is table stakes, calibration is the alpha

[Abraham Zk @A_ZkCrypto]

@CryptoAmerica_ @mikebelshe @BitGo custody is a requirement until the custodian gets hacked or regulated into compliance

[Abraham Zk @A_ZkCrypto]

@pmarca yeah but was it actually live or just another pr stunt for the next funding round

[Abraham Zk @A_ZkCrypto]

@cryptorover Hope bitcoin goes under $200

[Abraham Zk @A_ZkCrypto]

@Cointelegraph Simply 𝕏

[Abraham Zk @A_ZkCrypto]

@scottmelker

[Abraham Zk @A_ZkCrypto]

@BitcoinIntelX

[Abraham Zk @A_ZkCrypto]

Crypto crashes, and CZ is back to save us!
"I'm saying this in capital letters and in a friendly way, DO NOT PANIC."
Sure, because CAPSLOCK always fixes a bleeding portfolio. All good, guys!

[Abraham Zk @A_ZkCrypto]

@CryptoJournal24 He's forced to speak like this otherwise he closes the doors of binance

[Abraham Zk @A_ZkCrypto]

@elonmusk rick caruso was up 40k on election night in 2022 before the mail-in backlog printed and he got washed. mail-ins always dump late. you guys really buying the local top on election night data every cycle

[Abraham Zk @A_ZkCrypto]

SBF really filed for a presidential pardon from prison and $FTT instantly pumped 38%?? 💀
​He’s literally trying to argue FTX was "over-collateralized" because people are getting paid back. The absolute audacity.
​Degens gonna degen, but don't hold this bag. It has 0 utility.

[Abraham Zk @A_ZkCrypto]

@WatcherGuru literally every apple keynote chart looks exactly like this

[Abraham Zk @A_ZkCrypto]

@CoinMarketCap the fear and greed index has literally functioned as a lagging retail liquidation map since 2018. putting it on your home screen just automates buying the local top. what's the actual alpha here.

[Abraham Zk @A_ZkCrypto]

@StaniKulechov onchain credit always hits the same architectural bottleneck
you can't scale undercollateralized debt without an off-chain legal enforcement layer
unless the play here is just more recursive looping on yield wrappers

[Abraham Zk @A_ZkCrypto]

@APompliano global m2 is stalling out and otc desks are sitting loaded
historical fractals break when macro liquidity is this tight
curious where the fresh volume is actually coming from here