Mr. Fox

TA Trading, Analytics, and building the tools that make them work!

[Mr. Fox @DesertFox_99]

@TommyThornton @timsteno @carolmassar This was a great and very informative interview.

[Mr. Fox @DesertFox_99]

When you run out of Fable 5 Usage . . .

[Mr. Fox @DesertFox_99]

@thelordofentry @crypto_banter

[Mr. Fox @DesertFox_99]

@AltcoinDaily Lets Gooo

[Mr. Fox @DesertFox_99]

Most crypto adoption never reaches the token.

I scored 17 tokens on two axes: real business/usage vs. whether that value actually loops back to the token.

Almost all of them cluster bottom-right with real business, token left behind. Only a handful capture what they create.

Where does your favorite land?

[Mr. Fox @DesertFox_99]

Alan Greenspan dies at 100.

Before he became Fed Chair, he wrote: "In the absence of the gold standard, there is no way to protect savings from confiscation through inflation."

He spent the next 19 years printing.

Today: the new Fed Chair signals rate hikes to fight 4.2% inflation. PTJ says stocks are at 252% of GDP.

Gold is selling off on the news.

The irony is almost too on the nose.

[a16z crypto @a16zcrypto]

A handful of ideas hold up the entire digital world, but most of us never learn where they came from.

So we went to the source: the people who solved these problems, and won Turing Awards and Nobel Prizes for it.

First Principles, hosted by @Tim_Roughgarden. First episode out now.

[The Kobeissi Letter @KobeissiLetter]

The market is being driven by just 2 sectors:

The S&P 500 has added over +$5 trillion in market cap so far in 2026.

Meanwhile, AI stocks have added +$6 trillion in value, followed by +$200 billion added by the energy sector.

At the same time, other sectors have erased -$1 trillion of their market cap.

To put this differently, the majority of market gains have come from just 84 firms, with the rest from 22 energy stocks.

AI-related stocks now reflect ~47% of the S&P 500’s market cap, near an all-time high and up from 27% in early-2023.

AI is all that matters.

[Brian Armstrong @brian_armstrong]

Banking on your phone used to sound crazy, and now everyone does it. Using AI agents to manage your financial life will follow a similar path.

Your agents can now connect to your Coinbase account. Trade, pay for services, and operate autonomously (within spending limits and guardrails that you set).

[Mr. Fox @DesertFox_99]

The Fable 5 block was frustrating as a builder. But I get it.
The same capability that lets a dev audit their own codebase for vulnerabilities is exactly what a bad actor wants. There's no technical difference in the query.
What we actually need is a layer of verified ownership or some proof that you have rights to the application you're scanning. Not a wall. A credential.
That's a problem worth solving.

[Mr. Fox @DesertFox_99]

My read on BTC right now: this isn't capitulation.
It's narrative exhaustion.

AI took the risk capital. The ETFs arrived
but retail flows never followed.

Price follows narrative. The next story hasn't formed yet.

[Mr. Fox @DesertFox_99]

How low do we go ??? and how long will it take ??

[Garry Tan @garrytan]

Want to try GStack /office-hours for your product idea as quickly as possible? It's one click here:

https://t.co/8g3LJkrV6i

[Mr. Fox @DesertFox_99]

@garrytan gStack's been my actual build loop for weeks now. Even built a supervisor around it.

[Mr. Fox @DesertFox_99]

Stocks at records. Gold near records. Bitcoin down ~20% YTD. And today Strategy sold BTC for the first time since 2022.

Tiny sale - 32 coins, to fund a dividend. But the symbol is loud: the "never sell" holder now treats bitcoin like a treasury asset, not a vow.

[Garry Tan @garrytan]

You should want to control and host your own memory

It’s the one thing that you should be able to take to any platform

Watch for this to be a defining battle in the new browser war: the AI harness wars of 2027

[Mr. Fox @DesertFox_99]

@thelordofentry Were traders go for time out . . .

[Mr. Fox @DesertFox_99]

Two markets telling two stories tonight. Stocks: ninth straight green week, sentiment in Greed. Crypto: still in Fear, even on a bounce. Gold caught a bid through all of it.
Same macro, three reactions. Right now I trust what gold is saying more than what crypto is saying.

[Mr. Fox @DesertFox_99]

@brian_armstrong Very well said !