Jimmy Mukler

Operator. Web3 since 2021. Calls age in public.

[Jimmy Mukler @Jimmy_Mukler]

Quick update: my old account @Bulljimoka was compromised and started reposting scam content without my permission. X suspended it and I still haven't been able to recover it. Starting fresh here. Same person, same research, same no-shill approach.

[Jimmy Mukler @Jimmy_Mukler]

@CalebSol Yes bro: HUP4q1PM4ebd9HAerLzi9UM8cfEKZh1DmqZtCQaA813v

[Jimmy Mukler @Jimmy_Mukler]

@zecfrogs Site now working properly

[Jimmy Mukler @Jimmy_Mukler]

@Zecpad Wallet is not connectin to the Zecpad Site... is that normal? Can u fix it?

[Jimmy Mukler @Jimmy_Mukler]

@zecfrogs Ribbit!

[Jimmy Mukler @Jimmy_Mukler]

Look forward to this one

[BITFOOTS @BITFOOTS_]

JOIN THE HUNT.

Apply now:
https://t.co/dWrom3nz34

[Jimmy Mukler @Jimmy_Mukler]

@BITFOOTS_ LFG!

[Jimmy Mukler @Jimmy_Mukler]

I'm applying for the @zeccatnft whitelist. My Zeccat Entry Pass is ZC-FEE3741BBF79. Community preview only.

[Jimmy Mukler @Jimmy_Mukler]

BlackRock's BUIDL crossed $2.5 billion. ETHA pulled $287 million in a single day. Ethereum ETFs took in $402 million total. Largest daily inflow since launch.

This is not retail. This is allocation at institutional size, moving through BlackRock's own wrappers, keeping the client relationship inside BlackRock's walls.

The protocols sitting underneath don't own that capital. They never did. BlackRock does.

ETH bulls are reading these inflows as ecosystem validation. The more accurate read: BlackRock is building a parallel layer where it controls the entry point, the custody, and the client. The underlying chain is infrastructure it rents, not a partner it shares upside with.

Watch whether September week two holds the inflow pace before treating this as a structural shift rather than a positioning move.

[Jimmy Mukler @Jimmy_Mukler]

Crazy times coming

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Jimmy Mukler @Jimmy_Mukler]

3/ Wednesday Hunter Biden launches on Base via https://t.co/8UY6yscAqR. Volume rotates again, same structure, new ticker.
Price the fees, not the announcement.

[Jimmy Mukler @Jimmy_Mukler]

2/ The structural problem: → Launchpad tokens at 8 figures with zero real runners → Biggest coin on BREW: $3M. Platform valued at $32M → https://t.co/wPKhtLzImn collects the actual fees on Base. No token. So fees flow there, valuation flows to StonX.
https://t.co/IXDpW0CP3w stays king because it prints revenue. Everything else is a proxy bet.

[Jimmy Mukler @Jimmy_Mukler]

2/ The structural problem: → Launchpad tokens at 8 figures with zero real runners → Biggest coin on BREW: $3M. Platform valued at $32M → https://t.co/wPKhtLzImn collects the actual fees on Base. No token. So fees flow there, valuation flows to StonX.
https://t.co/IXDpW0CP3w stays king because it prints revenue. Everything else is a proxy bet.

[Jimmy Mukler @Jimmy_Mukler]

1/ Every chain got a launchpad this weekend.
Almost none of them earn fees.
The market is pricing narrative, not revenue.
STONK: under $20M Friday → $180M peak → -50%.
StonX on Base: $32M → -50%.
BREW on BSC: $32M → $2.3M after one soft Binance shill.

[Jimmy Mukler @Jimmy_Mukler]

1/ Every chain got a launchpad this weekend.
Almost none of them earn fees.
The market is pricing narrative, not revenue.
STONK: under $20M Friday → $180M peak → -50%.
StonX on Base: $32M → -50%.
BREW on BSC: $32M → $2.3M after one soft Binance shill.

[Jimmy Mukler @Jimmy_Mukler]

@juampitech You deserve it bto! Great content

[Jimmy Mukler @Jimmy_Mukler]

Ethereum ETFs pulled in $402 million in a single day this week. Largest daily inflow since launch.

BlackRock's ETHA alone took $287 million of that.

The crowd is still debating whether ETH has a narrative. Meanwhile, institutions are not waiting for the narrative to settle.

Some are calling this a one-off. I'd rather watch what week two of September looks like before dismissing it.

[Jimmy Mukler @Jimmy_Mukler]

Tornado Cash developer Alexey Pertsev had his appeal rejected by a Dutch court. 5 years and 4 months sentence stands.

The charge: writing code that moved $1.2 billion in criminal funds. Not deploying it. Not running it. Writing it.

This is the precedent regulators wanted on record. A dev can be convicted for what their software does after they ship it.

Some are calling this isolated, a Dutch edge case. I'd look at every anonymous protocol contributor still signing commits with a real name.

[Jimmy Mukler @Jimmy_Mukler]

@CroakersProject @opensea 0xd0e48Dc6724a40A816BFe595175e8514af466D01

[Jimmy Mukler @Jimmy_Mukler]

For sure! I never had more than $5k in my life but still traveled 20+ countries, lived in so many different places and done/learned so many cool things. Thinking you need loads of money to live and be happy is just a misunderstanding of what actually matters. Congrats on the run btw, well deserved sis 🫡

[Jimmy Mukler @Jimmy_Mukler]

@RealCashpig 0xd0e48Dc6724a40A816BFe595175e8514af466D01 ready Sir #SuitUp

[Jimmy Mukler @Jimmy_Mukler]

@0xCacheFlow I minted and I didnt take the time to understand what it does but I also I have a feeling I should not sell.

[Jimmy Mukler @Jimmy_Mukler]

@HippodromeNFT If I buy the winning horse's NFT right before the race ends, do I still get the prize, or is the recipient locked in earlier?