Morten 💹🧲🥑

9 months ago

@NotMetaShredder Play some 🥑 casino so I can make some money in this market 😂

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9 months ago

@RaoulGMI Seeing al the hate you get I know the bottom is close. Bullish AF

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Morran10887460 retweeted

Dan Tapiero

@DTAPCAP

9 months ago

If you are trying to figure out whether there is a new world order.... Vertical repricing of this nature very rare in history. $35 trillion asset that just doubled in 2 yrs. Repricing of other assets will follow. Physical Gold even better as unique asset. GBI. BTC follows.

DTAPCAP's tweet photo. If you are trying to figure out whether there is a new world order....

Vertical repricing of this nature very rare in history.

$35 trillion asset that just doubled in 2 yrs.

Repricing of other assets will follow.

Physical Gold even better as unique asset. GBI.

BTC follows. https://t.co/qMVabwKKbc

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Dan Tapiero

@DTAPCAP

9 months ago

50% sell-off in 6 mo too much. Yes talking my own book. Btc down from peak, alts crushed but growth in and adoption of digital asset ecosystem steaming ahead. All capital from old world into new benefits COIN. Americanization of crypto/blockchain just begun. COIN will lead.

DTAPCAP's tweet photo. 50% sell-off in 6 mo too much.

Yes talking my own book.

Btc down from peak, alts crushed but growth in and adoption of digital asset ecosystem steaming ahead.

All capital from old world into new benefits COIN.

Americanization of crypto/blockchain just begun.

COIN will lead. https://t.co/yZfZIvSQam

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9 months ago

@guac_gg @Czev_TV No risk, no reward

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Morran10887460 retweeted

9 months ago

Almost 5% of the $GUAC supply now resides in the Gamba Pool earning fees on each play! 🤑 This also means you can make larger bets on each game 👀

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9 months ago

Decided to use most of my 🥑 to the gamba liquidity for the casino section. You can noe bet BIG against me 😎🥑 @guac_gg LFGUAC 🥑💚

9 months ago

https://t.co/IO3mJJAOVL

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9 months ago

https://t.co/IO3mJJAOVL

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9 months ago

@guac_gg is a safe long term play imo. Why? First of all it is the best risk/reward investment on Solana. There is no question about that. Dyor and you will see. The goal @guac_gg have had since day 1 is to be the all-in-one Solana DeFi + rewards + consumer crypto platform where you can trade, earn, play, shop, learn, and manage assets. They have succeed. They have it all now. IF you chase quick gains ( fastest way to the poorhouse) this is not a project for you. But if you are a long term investor and believe in Solana you most def should scoop the dip. 🥑

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Morran10887460 retweeted

Julien Bittel, CFA

@BittelJulien

10 months ago

This chart probably best encapsulates the story of 2025. It’s a chart I shared in several of my reports last year, and it also explains why ISM remained lower than we initially expected. This shows the relationship between Taiwan exports and ISM. At its core, it’s the story of the AI and robotics boom. But what the chart is really showing is sequence… Taiwan exports move first because Taiwan sits at the very front of the global production chain, at the centre of the global semiconductor supply chain. When a new demand shock hits the system, it typically shows up first in semiconductor sales and exports. That is why global semiconductor sales have long been a reliable leading indicator of the cycle. Last year marked the first phase of the AI and robotics cycle... Taiwan exports surged, driven almost entirely by semiconductors. GPUs, advanced logic, memory, and packaging sat at the centre of that move as hyperscalers, governments, and enterprises rushed to secure the compute required to train and deploy AI models and automation systems. That is why exports exploded. This was the tip of the spear. But growth always slows after the initial surge, particularly after reaching close to 50% year over year in the November data. That is not a sign of weakening demand. It is a sign of transition. The acceleration phase is now behind us. Inventories have been built and capacity has been secured. Global semiconductor sales remain very strong, but the impulse growth phase has now passed. And this is where the cycle shifts… Once the chips are dispatched, the rest of the AI and robotics ecosystem has to be built around them. Data centres need power, cooling, networking, storage, and grid upgrades. Factories need automation, sensors, robotics and new control systems. Enterprises need new hardware, software and tooling. Products and processes get redesigned around AI capability. This is heavier, slower, more capital-intensive investment, and it spreads far beyond semiconductors into industrials, energy, infrastructure, autos, and enterprise IT. This is the phase the ISM responds to… When AI demand forces real-world infrastructure investment, not just chips but everything around them, the broader business cycle follows. Semiconductor sales were the ignition. The next leg is second-order CapEx and real-world infrastructure buildout. As that capital makes its way through the system, the broader cycle re-accelerates. To me, this is the story for 2026...

BittelJulien's tweet photo. This chart probably best encapsulates the story of 2025. It’s a chart I shared in several of my reports last year, and it also explains why ISM remained lower than we initially expected.

This shows the relationship between Taiwan exports and ISM.

At its core, it’s the story of the AI and robotics boom. But what the chart is really showing is sequence…

Taiwan exports move first because Taiwan sits at the very front of the global production chain, at the centre of the global semiconductor supply chain.

When a new demand shock hits the system, it typically shows up first in semiconductor sales and exports. That is why global semiconductor sales have long been a reliable leading indicator of the cycle.

Last year marked the first phase of the AI and robotics cycle...

Taiwan exports surged, driven almost entirely by semiconductors. GPUs, advanced logic, memory, and packaging sat at the centre of that move as hyperscalers, governments, and enterprises rushed to secure the compute required to train and deploy AI models and automation systems. That is why exports exploded. This was the tip of the spear.

But growth always slows after the initial surge, particularly after reaching close to 50% year over year in the November data. That is not a sign of weakening demand. It is a sign of transition. The acceleration phase is now behind us. Inventories have been built and capacity has been secured.

Global semiconductor sales remain very strong, but the impulse growth phase has now passed. And this is where the cycle shifts…

Once the chips are dispatched, the rest of the AI and robotics ecosystem has to be built around them. Data centres need power, cooling, networking, storage, and grid upgrades. Factories need automation, sensors, robotics and new control systems. Enterprises need new hardware, software and tooling. Products and processes get redesigned around AI capability. This is heavier, slower, more capital-intensive investment, and it spreads far beyond semiconductors into industrials, energy, infrastructure, autos, and enterprise IT.

This is the phase the ISM responds to…

When AI demand forces real-world infrastructure investment, not just chips but everything around them, the broader business cycle follows. Semiconductor sales were the ignition. The next leg is second-order CapEx and real-world infrastructure buildout.

As that capital makes its way through the system, the broader cycle re-accelerates.

To me, this is the story for 2026...

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Morran10887460 retweeted

10 months ago

Looking for the best prediction market experience? Visit https://t.co/FTQxVdkEnp to get started! - Advanced insights - Orderbooks, historical trades, comparisons - Hotkeys and quick actions - Extra rewards with each trade! All powered by @dflow & @Kalshi on @solana

guac_gg's tweet photo. Looking for the best prediction market experience?

Visit https://t.co/FTQxVdkEnp to get started!

- Advanced insights
- Orderbooks, historical trades, comparisons
- Hotkeys and quick actions
- Extra rewards with each trade!

All powered by @dflow & @Kalshi on @solana https://t.co/2kLJqQm8h3

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Morran10887460 retweeted

ZERA @ZeraLabs

10 months ago

Now that the ZERA roadmap is out, we want to go in-depth on two key shifts in how the project and protocol are evolving. 1️⃣ The evolved core architecture: 🔒ZERA Confidential Vault Our “Unified Pool” is becoming the ZERA Confidential Vault. Built on battle-tested, audited dark-pool architecture and upgraded with ZERA’s own cryptographic tooling, the Vault is architected around a global Merkle tree of commitments. That lets it privately represent not just tokens and payments, but full data streams: messaging, notes, small files, and more. Instead of depositing or wrapping funds into a shared pool, users keep control in their own wallets and apps. The Vault only maintains encrypted “notes” (commitments) in the Merkle tree plus a nullifier set to track what’s been spent. To transact, you generate a zero-knowledge proof (ZKP) that you know a valid unspent note in the tree, without revealing which one. The program verifies the proof and moves the hidden asset or data according to your instructions. This unlocks: ✅ Evergreen anonymity Your privacy is no longer limited to what’s currently sitting “in the pool.” Because every commitment lives under the same global tree, your anonymity set is the entire history of the protocol, every note ever created. ✅ Total Encryption Whether you send a file, a message, or a monetary transaction, the on-chain footprint looks the same. The network validates the proof, not the content. All flows remain peer-to-peer. The Vault never takes custody of assets or sees plaintext data – it only checks proofs – giving you true, decentralized digital privacy. 2️⃣ The widening of ZERA’s short-term utility & long-term potential. This core shift expands the scope beyond “private digital cash” into confidential management and transfer of value and data: financial assets, digital assets, messaging, and richer data flows. Near term, it unlocks more versatile user features and utilities. Long term, it positions ZERA even more as complete privacy ecosystem and infrastructure offering: a non-custodial privacy rail that can power everything from everyday personal finance and data management, to enterprise data systems, what we call “Enterprise Cypherpunk”. Why this direction? These changes are the result of long, detailed work with policymakers and our legal team to navigate compliance requirements without sacrificing privacy. The protocol and product design are structured to sit outside money-transmitter rules and to avoid protocol-level collection of identity data. The mission and foundations stay the same: give your digital assets the privacy and freedom of cash, on rails that are more private and more legal than last-generation mixer-style services — while fighting for your right to use privacy tech, and everyone’s right to build it. Welcome to the Evolution of Crypto Privacy. Full ZERA roadmap + product pipeline read below ⤵️

ZeraLabs's tweet photo. Now that the ZERA roadmap is out, we want to go in-depth on two key shifts in how the project and protocol are evolving.

1️⃣ The evolved core architecture: 🔒ZERA Confidential Vault

Our “Unified Pool” is becoming the ZERA Confidential Vault. Built on battle-tested, audited dark-pool architecture and upgraded with ZERA’s own cryptographic tooling, the Vault is architected around a global Merkle tree of commitments.

That lets it privately represent not just tokens and payments, but full data streams: messaging, notes, small files, and more.

Instead of depositing or wrapping funds into a shared pool, users keep control in their own wallets and apps. The Vault only maintains encrypted “notes” (commitments) in the Merkle tree plus a nullifier set to track what’s been spent.

To transact, you generate a zero-knowledge proof (ZKP) that you know a valid unspent note in the tree, without revealing which one. The program verifies the proof and moves the hidden asset or data according to your instructions.

This unlocks:

✅ Evergreen anonymity

Your privacy is no longer limited to what’s currently sitting “in the pool.” Because every commitment lives under the same global tree, your anonymity set is the entire history of the protocol, every note ever created.

✅ Total Encryption

Whether you send a file, a message, or a monetary transaction, the on-chain footprint looks the same. The network validates the proof, not the content.

All flows remain peer-to-peer. The Vault never takes custody of assets or sees plaintext data – it only checks proofs – giving you true, decentralized digital privacy.

2️⃣ The widening of ZERA’s short-term utility & long-term potential.

This core shift expands the scope beyond “private digital cash” into confidential management and transfer of value and data: financial assets, digital assets, messaging, and richer data flows.

Near term, it unlocks more versatile user features and utilities.

Long term, it positions ZERA even more as complete privacy ecosystem and infrastructure offering: a non-custodial privacy rail that can power everything from everyday personal finance and data management, to enterprise data systems, what we call “Enterprise Cypherpunk”.

Why this direction?

These changes are the result of long, detailed work with policymakers and our legal team to navigate compliance requirements without sacrificing privacy. The protocol and product design are structured to sit outside money-transmitter rules and to avoid protocol-level collection of identity data.

The mission and foundations stay the same: give your digital assets the privacy and freedom of cash, on rails that are more private and more legal than last-generation mixer-style services — while fighting for your right to use privacy tech, and everyone’s right to build it.

Welcome to the Evolution of Crypto Privacy.

Full ZERA roadmap + product pipeline read below ⤵️

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Morran10887460 retweeted

10 months ago

Hey, anon 👋 This is your reminder to claim your Daily Bonus and make a swap, trade a prediction market, or play a game to earn your $GUAC bonus points! Rewards never felt so fresh 🥑

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Morran10887460 retweeted

ZERA @ZeraLabs

10 months ago

https://t.co/RcMQvOhpkZ

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Morran10887460 retweeted

10 months ago

🥳 Daily Streaks and Bonus Points are now LIVE! ⭐️ Log in to your rewards account daily to keep the streak going. You're rewarded with 10% more bonus points each day! 🎁 Bonus points are added to your total with the first swap/trade/play you make each day, so don't waste them!

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