J.C. Oramas

Specialized Growth Systems

[timo @timo_rf]

@mysticflounder

[Sam Town @UXTown]

Your agent's router can rewrite its commands and keep your keys.

If you're like me, you like free tokens. Routers can be evil, as per @shoucccc

Big problem.

So, I built a guard, MIT.

Check it out:
Code: https://t.co/y6ZCiEzetc
Post: https://t.co/US4ydDHwOe

[J.C. Oramas @OramasGuaina]

@CARIBBEUS Chadmón Bolívar

[J.C. Oramas @OramasGuaina]

Great system!

[Sam Town @UXTown]

Need to know what ads a competitor runs on Google?

Every ad is public.

I built an MCP server that pulls it into Claude Code, Codex or Cursor: search by domain, count active ads across a market, download the creatives.

No API key. MIT.

https://t.co/mUZHu2X017

[Sam Town @UXTown]

Need to know what ads a competitor runs on Google?

Every ad is public.

I built an MCP server that pulls it into Claude Code, Codex or Cursor: search by domain, count active ads across a market, download the creatives.

No API key. MIT.

https://t.co/mUZHu2X017

[Yash @yashhsm]

some bear market thoughts on crypto:

1) we're in the peak depth: almost everyone is done selling - we just lack marginal buyers yet

either we get capital rotation back from ai soon (q4 maybe?) or we remain flat for some time

2) fundraising is p bad rn, particularly early-stage

there's no infra trade left and most crypto vcs have either:
- no money
- or no idea on how to fund 'products'

most got burnt out due to overfunding bs infra in '23-24 which were all down only coins (so no exits)

all risky capital is funding ai now

as a founder: unless you've some significant traction or big pedigree, it's a waste of time to even think of fundraising

3) teams are shutting down left & right - mostly due to lack of funds or PMF

which directly impacts job markets - there's some hiring on institutional side (nyc-based) but apart from that, the hiring has decreased significantly

only companies with huge treasuries are able to hire and asian projects are hit the hardest from what i can see

capital is a huge moat for startups for 'right to win' - for otherwise capital-starved early-stage

4) there's a huge gap in early-stage funding:

best time to angel invest at a low val or even start micro-accelerators

due to lack of infra money, hackathon/grants have now reduced by ~95% now

earlier l1 grants/funding used to attract a significant number of early-stage teams - further driving away talent

if fundraising doesn't return by q1' 27 - innovation will significantly shrink and crypto will become a 'legacy industry'

5) crypto is now just 'financial markets' - there's broadly four markets with PMF:

- memecoins & spot (solana/rh)
- perps (hl)
- yields (eth)
- prediction markets (poly)

+ stablecoin payments

and then a long tail markets like pokémon cards etc

all non-financial protocols on governance, social, proof of xyz, identity, gaming etc are now dead - they're now just a feature on speculative apps

6) everyone's either:

- building an 'everything exchange'

coinbase, robinhood, solana, pump, axiom, fomo, polymarket, jupiter, phantom

- or packaging yield

usdt, usdc, usdg, morpho, aave, kamino

7) there're only 2 types of chains left:

- general community-led: eth & solana
- distribution-led: base, robinhood, tempo, bsc

rest all are dead or will be dead soon

8) the survived teams are incredibly product-focussed now:

- better trading execution
- ux/mobile focus

finally, building good products and nailing distribution is the only way to win

the whole game is now like building a fintech app with crypto rails

ofc, speculation will always be the holy grail of financial markets and even stocks & gold now trade like crypto - everything is now a narrative trade!

9) there are some teams which are building non-crypto infra (eg. robotics/data collection/depin types) funded by crypto VCs:

but we all know they're mostly a scam looking to launch high float, low fdv tokens (and will probably fail)

and will abandon the tokens whenever they get some PMF and call it 'credits' (iykyk)

10) there're some incredible liquid opportunities

but with teams giving up/shutting down/abondoning - it's incredibly hard to judge or filter out quality

but i'd still say holding good quality liquid tokens have the best r/r

a simple filter is just buy tokens which has:
- good treasury
- founder-led who understands distribution
- upcoming sector tailwinds

(happy to share my list)

11) there's only few traders left in trenches:

but they're incredibly smart and they can make money in any market now

many are now trading stocks and killing it - as they're the pro narrative traders

safe to say: all crème layer genz traders have traded/are trading crypto

this core audience is always on lookout to try out new experimentations

12) stablecoin payments:

they’re p huge in the shadow economy (eg. an Indian manufacturer buying from china in USDT to escape taxes & regulation hassle)

but organising a shadow market is a challenging and unsolved problem

agentic payments are a huge opportunity but no PMF yet (typical coldstart problem) - all numbers pushed by base/solana are just wash volumes

i'd bet on stripe/tempo (+ trad companies) to gain a lion share in regulated stablecoin payments just because of distribution

13) opportunities now lie on building:

- better trading interfaces & modality (via ai, mobile)

- more novel markets (eg. compute, emerging market coverage, metadao)

- anything around token or memecoins (speculative mechanics)

- cool fintech ideas which failed due to banking/regulations (eg. neobanks)

and ofc, picks & shovels around this

biggest bet: post ai, speculation and trading as a way to show conviction on anything socially will increasingly rise and crypto is the de-facto rails for any new markets

14) and yess, memecoins (internet culture coins) will come back extra-ordinarily as macro moves and capital rotates from ai

it'll bring interest back to crypto and once again, sidelined VCs will be salty

i still remain cautiously optimistic on broader crypto and p optimistic on crypto as 'anything market' rails 🫡

[Rapaz @rapaccious]

El autobusero que no para cuando ve ancianos esperando; el vigilante que revisa la factura en el supermercado; el guardia que martilla y siembra: el chavismo es un montón de gente que a veces ni sospecha serlo.

[J.C. Oramas @OramasGuaina]

@viro_cogito @IacobRuthenicus This goes hard

[Max Holloway @BlessedMMA]

Not the outcome we wanted but Gods plan is always the right one. Thank you Conor for fight. Took a lot to make that walk after these past few years. Sending prayers for a speedy recovery. Shout out to my family, team , friends and blessed expressers for the support. What a life we live. See at the next one. 🤙🏻

[Suniaga Hernández @CorvoMecanique]

En ateos y creyentes hay confusión respecto a los milagros. Son necesariamente singularidades porque son las ocasiones en las que la Causa Primera actúa directamente y no a través de las causas segundas. No son azar, sino Voluntad. De hecho, primero se examinan científicamente.

[AlbertoRodNews @AlbertoRodNews]

ÚLTIMA HORA | Venezuela y General Electric sellan acuerdo de cooperación para estabilizar el sistema eléctrico nacional.

El acuerdo está orientado a fortalecer la generación de energía y la modernización de la infraestructura tecnológica del país. https://t.co/1eKhhvrbdH

[Pavel Asparouhov @Pavel_Asparagus]

If Dario had invented the iPhone he would have spent the whole keynote talking about how it might blow up in your pocket

[nic carter @nic_carter]

I can’t believe Anthropic comparing their product to nuclear weapons 800 times backfired on them. I am shocked

[Rhys @RhysSullivan]

last one

[Pubity @pubity]

Anthropic is forming a series of contingency plans for if AI technology causes the job market to crash permanently.

They believe universal basic income may be the only way to prevent societal collapse if unemployment hits "unprecedented" levels.

[Armas de Conflicto - América Latina @LatamSmallArms]

Andar hablando de turismo ahorita es poner la carreta delante de los caballos. En especial cuando tienen a Aruba en frente.

De paso, al menos yo nno quiero que Venezuela se convierta en una Medellin 2.0

Primero hay que recoger el desastre.

[OpenAI @OpenAI]

Codex now works directly in Chrome on macOS and Windows.

It’s even better at working with apps and sites in Chrome, and now works in parallel across tabs in the background without taking over your browser.

To get started, install the Chrome plugin in the Codex app.

[Suniaga Hernández @CorvoMecanique]

El uranio enriquecido, en manos de una buena gestión, hubiera significado avances necesarios en materia de generación de energía eléctrica, propulsión naval, medicina nuclear y, desde luego, armas nucleares. Ahora ni eso tenemos. Es un serio retroceso de nuestra soberanía.

[J.C. Oramas @OramasGuaina]

I love codex so much

[Sam Altman @sama]

come for the rate limits, stay for the best model

[Sam Altman @sama]

come for the rate limits, stay for the best model