YellowCake

Bitcoin Strategy architect | Founder of HyperEngine | Real time BTC, AI, DeFi intel | Agentic AI for traders
#Crypto | #DeFi | #AI

[YellowCake @IAMYellowCake]

I’m researching and designing Bitcoin Strategy,
an on chain Bitcoin treasury architecture focused on incentives, NAV mechanics, and capital durability.
I share design thinking, tradeoffs, and system behavior as it develops.

Discussion and research notes live here:
https://t.co/nV83tbOhqR

[BitcoinHyper @BitcoinHypers]

$BTC just broke below a trendline it had been holding for 4 months

The last time Bitcoin broke a similar trendline, it saw a larger move down

[YellowCake @IAMYellowCake]

@BitcoinHypers October bottom is in?

[YellowCake @IAMYellowCake]

Something I have always adhered to for reference. Same every cycle at this point in time. Everyone thinks crypto is dead, until it isn't.

[BitcoinHyper @BitcoinHypers]

$BTC cycle tops and bottoms have historically formed roughly 4 years apart

[YellowCake @IAMYellowCake]

Just stating the obervation. Don't shoot the mesenger.

[BitcoinHyper @BitcoinHypers]

$BTC got a pump into May during every previous bear market downtrend, but continued lower soon after

[YellowCake @IAMYellowCake]

@MarioNawfal I respect many of your posts, but this skews my opinion of your standards.

[Matt Strauss @strauss_matt]

You should be very concerned about Bill C22. It’s straight out of 1984.

[Elon Musk @elonmusk]

They are calling for the genocide of Whites

[YellowCake @IAMYellowCake]

"Build Systems, not prompts" is the main takeaway for me. People who begin to learn and incorporate agentic systems will be more productive overall. You don't need to be a hacker nerd, just start pushing the buttons and learn.

[Miles Deutscher @milesdeutscher]

I spent hours going down the Claude Mythos rabbit hole.

200+ pages of docs, hours of analysing Project Glasswing, and more.

What I found kept me up last night.

This is a turning point in humanity - the implications are far more serious than we realise.

My full breakdown:

[eye zen hour 🥶 @eyezenhour]

Privacy onchain isn't a narrative or a meta...
@Zcash is proving it ⤵️

Over the last five years, $ZEC held in shielded pools has steadily increased

More of the asset supply is moving into the network’s privacy layer rather than remaining in transparent circulation

By the end of Q4 2025:
➭ 5,067,532 ZEC were held in shielded pools
➭ Equal to 30.8% of circulating supply

A larger shielded pool expands the anonymity set and strengthens privacy guarantees for every participant using the system

Q4 data showed further expansion

➭ Shielded transactions increased 224% QoQ
➭ The anonymity set grew by 407,686 notes

Those metrics suggest privacy usage is becoming more embedded in the network rather than remaining a niche feature

Product improvements may also be contributing

@zodl_co, Zcash’s mobile self-custody wallet, is making shielded transactions easier to access for everyday users. Early signals include 25k+ installs, strong user ratings, and integrated swaps and off-ramps

Governance is evolving as well, with token holder voting becoming more central to protocol decision-making

Over time, stronger coordination frameworks can improve alignment between developers, users, and long-term capital

Bottom line:

The important signal is the multi-year growth in $ZEC held inside shielded pools

Price action will follow. Cypherpunk Manifesto on top

[Mario Nawfal @MarioNawfal]

🚨MIT researchers have mathematically proven that ChatGPT’s built-in sycophancy creates a phenomenon they call “delusional spiraling.”

You ask it something, it agrees. You ask again, and it agrees even harder until you end up believing things that are flat-out false and you can’t tell it’s happening.

The model is literally trained on human feedback that rewards agreement.

Real-world fallout includes one man who spent 300 hours convinced he invented a world-changing math formula, and a UCSF psychiatrist who hospitalized 12 patients for chatbot-linked psychosis in a single year.

Source: @heynavtoor

[YellowCake @IAMYellowCake]

@MineBotcoin Is the whole protocol hinging on volume continuing? IS there any mechanism if trading volume is low for a prolonged period, or just falls off a cliff?

[YellowCake @IAMYellowCake]

In the first 24 hours post graduation:

• 2 creator fee buybacks executed
• Over 5 percent of total supply absorbed
At this market cap, that is meaningful.

Most early stage tokens have zero buybacks.
We already have measurable supply reduction.

Buybacks at low valuation matter because:
• Each percent of supply costs less to acquire
• Supply gets removed while holder count is still growing
• Early float tightens before larger visibility phases

If volume continues and creator fees keep cycling into buybacks, supply pressure compresses over time.

5 percent this early is not cosmetic.
It is structural.
We are still under 200 holders.
$NIPPIN $PIPPIN

[YellowCake @IAMYellowCake]

@nippin_by_grok TG 4x growth in a day.
150 holders building this early.
Feels like the first couple days of $PEPE when the room was still small.
$NIPPIN
#NIPPIN #AI

[YellowCake @IAMYellowCake]

@nippin_by_grok 412 in TG already and 150+ holding wallets 21 hours after graduation.
That kind of ramp is how early runners start.
$NIPPIN
#NIPPIN #memecoin

[YellowCake @IAMYellowCake]

@Qanx_Legend @TopMeMeCEX Graduated already. This feels like early $PEPE when momentum just started compounding.
$NIPPIN tapping into Grok culture at the right time.
#NIPPIN #memecoin #AI

[YellowCake @IAMYellowCake]

@domsawyerOG @fourtislisting @nippin_by_grok Indeed. I am impressed with the early growth and community engagement. Kind of gives me early $MANYU vibes.

[YellowCake @IAMYellowCake]

@domsawyerOG #NipLovesYou Giving me early meme vibes. I can't wait to keep reaching the milstones. Insane community growth in the last day. $Nippen #memecoin $Pippin

[YellowCake @IAMYellowCake]

@UNIficationCTO2 @fourtislisting @nippin_by_grok All organic. Let's get er done

[YellowCake @IAMYellowCake]

@MrPitbull07 The other side is, if you can't afford to live off the tips given, then maybe you need to think about another job. Tipping for shitty service is not mandatory. Serving the food I order is.