Jay

[YQ @yq_acc]

https://t.co/wwn5yY6ZPA

[Sunny B. @sunnymbala]

It’s 2025 and LLMs are gold medaling at the IMO…but can they even spell? I ran a Scrabble tournament between the current top models + self-play to find out. Final ScrabbleBench ranking, non-human play behaviors, and open-source code below 🧵1/n

[Sean Bonner🔥 @seanbonner]

WTF CryptoPunk versions?! After this week's @CozomoMedici V1 poll and @beeple V-Zero joke last night I'm reminded that lots of people still don't know the history. Having written about this specifically many times over the last few years I thought refresher might be helpful. 1/

[Jay @MrFryR]

@AgentWyck What about rdnt? What’s a good entry

[Jay @MrFryR]

@popartcats Pop art cats rn feels like lil pudgies in 2022

[Elon Musk @elonmusk]

This is amazing 😂

[The Block @TheBlockCo]

EXCLUSIVE: Biden campaign ramps up crypto industry outreach in surprising tone 'shift' https://t.co/kUPRgEWLPD

[Jay @MrFryR]

Very sad for one of the GOAT

[Tyler Webb @tylermwebb]

TRENDING: Antonio Brown filed for bankruptcy and currently owes eight creditors nearly $3 million.

In the Chapter 11 filing, Brown claims he has less than $50,000 in assets per @timesunion.

@AB84 earned over $88M in his career; let's break down how he lost it all 👇

🧵1/10

[Zhu.eth @ZhuFPV]

damn right // @azuki

[zerohedge @zerohedge]

huge bitcoin perp futs dump takes out bid stack right on schedule

[Jay @MrFryR]

@jenndefer @fantasy_top_ Congratsss!!!

[zerohedge @zerohedge]

FOMC Leaves Rates Unch, Says (Bigger Than Expected) QT Taper To Start In June https://t.co/pYOo6i54MF

[Jay @MrFryR]

@jenndefer @remintreality Bullish

[Bankless @Bankless]

.@BlackRock is betting massively on Ethereum and tokenization💰

What does that tokenized world look like?

@Securitize Founder and CEO @carlosdomingo explains 👇

[Jay @MrFryR]

This is a good gauge of market sentiment. As long as there is a good premium to the MSTR BTC holdings/ETF price

[Eric Balchunas @EricBalchunas]

Microstrategy's historical volume chart is quite the site, it traded more than Amazon yesterday w/ $8b. Outrageous activity relative to its history. The spillover effect from the spot bitcoin ETFs is underrated part of this. The equitized btc complex is doing >$20b/day in volume

[Andrew Kang @Rewkang]

Apparently a fund blew out $1b+ on the MSTR-BTC spread trade today

They covered into the close which is why BTC dumped and MSTR premium went to the highs

PNL pocketed by based Saylor and will be put back into BTC

[Jay @MrFryR]

Base on this video, $DOGE will go back to $40bn soon

[Sir Doge of the Coin ⚔️ @dogeofficialceo]

Elon Musk at Giga Berlin today.

“When will I be able to buy a Tesla with dogecoin?”
“At some point I think we should enable that.” 😂🔥

[Jay @MrFryR]

When others lose faith is the best time to enter

[TO @TO]

Just joined the Bored Ape Yacht Club!

Why? Simply—I've always wanted to. Seeing all the selling in the timeline made me think this was a good time to pull the trigger. The floor price is the lowest it's been since August 2021 in ETH terms.

Aren't you a Bitcoin Ordinals Maxi?
Yes. But don't forget just over a year ago Yuga made a huge sign of support to Ordinals when it was nascent ecosystem that few big brands believed in. @CryptoGarga @GordonGoner are believers and supporters of Bitcoin despite being the top Ethereum NFT company.

Aren't you bearish on Yuga?
No. Yuga has the most capital of any team in the space. By a country mile. They own 5 out of the top 10 all time traded NFT collections. While the sentiment is at an all-time low today, just a year ago they were killing it with Dookey Dash at the absolute bottom of the market when BTC was $20k.

I respect Daniel Alegre for his accomplishments as an executive, but the history of Silicon Valley has shown that bringing in a non-founding CEO almost always ends up being the wrong move for a young company. It's clear that since he took over as CEO shortly after Dookey Dash's success, Yuga's execution started to stray from it's vision. Not so different from when John Sculley took over as CEO of Apple from Steve Jobs. But with Garga back in the captain's seat, I'm bullish that this will no longer be the case.

But isn't ETH the testnet?
Yes. Ordinals and Bitcoin L2s will dominate the narrative, attention, and liquidity this year. But longer term, the testnet isn't going anywhere. It's good for Bitcoin. Competition breeds innovation and leads to a more vibrant industry with choice for devs and users.

Conclusion
I have many friends in the BAYC and am happy to finally join them in the club! I'm looking forward to meeting more holders and making new friends.

I'd also love to see Yuga do more in Bitcoin Ordinals and expect they will; I'm happy to be a resource there if needed.

[Jay @MrFryR]

Gas is so expensive lol. Dencun upgrade will be huge

[Jay @MrFryR]

Don’t get scammed… hhh