This will be my last post
https://t.co/2piXThRvHu
Fartcoin memes are heating up and it’s only a matter of time before the release of truthterminal mention mutations
⚠️ If you don’t understand this Gen Z mindset shift, you’re going to miss Bitcoin.
Debt. Decline. Doomers.
But history says this exact moment comes before a rebirth.
And Gen Z is repeating a pattern that ONLY shows up... before a Renaissance.
💥 THE EXIT MANUAL – EPISODE #22
@CryptoWolf_sol@Ayse_Crypt They need to talk to Coinbase haha try and become the base token.. I know Coinbase was looking for a blockchain to get around securities issue
@piquopiquo Yes. I’d say something like “a maximum of 90% of any expense may be paid for with OP” or simply add the ETH as additional budget to grow the business. That’s what is really needed - growth
@Optimism@greg16676935420 So are y’all selling another 700k$ worth of $OP on the 24th like you have for the past 6months? Or will you be canceling for the flywheel starting February?
@CryptoWolf_sol@Ayse_Crypt Dang good research you think they will continue selling with the proposed flywheel? Or is that a nothing burger and they will just use it as a way to increase price before selling
The sale of Farcaster explained
Farcaster started as an idea:
- Dan Romero leaves Coinbase
- wants a social network without platform risk
- users own their identity
- apps can come and go
- teams up with Varun Srinivasan
- builds on Ethereum, later Optimism
2022
- raises $30M seed led by a16z
- Warpcast becomes the main client
- small community and very crypto native
2023
- steady growth
- fewer bots than X
2024
- raises $150M Series A led by Paradigm
- $1B valuation
- expectations are high now (so high)
- launches Frames (later called Mini Apps)
- onchain actions inside posts
2025
- daily active users drop ~40%
- revenue drops ~85%
- bots and spam increase
- Frames get abused
- power badges start polemic
- channel name confiscations
October 2025
- Farcaster acquires Clanker
- social trading protocol
- generates $50M+ in fees
- looks like a win (in fact it was)
But overall:
- growth slows
- costs stay high
- expectations don’t match reality
January 21, 2026
- Neynar acquires Farcaster
- valuation not publicly disclosed
- reported to be near $1B
- founders step back from daily ops
The question now:
Can Farcaster become a real social network
Or was it always meant to be infrastructure?
Will it finally find market fit?
This is absolutely insane.
First, Bitcoin pumped from $88k to $90.5k and liquidated $80 million in shorts.
Then, it dumped from $90.5k to $87.3k and liquidated $144 million in longs.
Now, after Trump canceled tariffs on the EU, Bitcoin pumped from $87.3k to $90.5k and liquidated $202 million in shorts.
Total $1 BILLION liquidated in 24 hours
Every crypto bro cheering this bill is either on Coinbase’s payroll or can’t read. I read all 278 pages. You’re getting played.
I’ve been in crypto since 2012. That’s 14 years of watching governments pretend to be confused while quietly building the cage.
Trump promised to make America “the crypto capital of the world.” His party just delivered a surveillance framework that would make the CCP blush.
Today I’m launching the Day2026 Bill Tracker. It does one thing: exposes how both parties collaborate to build your digital prison while you cheer.
First up: The Senate Digital Asset Market Structure Act.
278 pages of “regulatory clarity” from Senator Tim Scott. Translation: 278 pages of compliance theater that kills everything crypto was built for.
Here’s what your favorite influencers won’t tell you because their bags depend on you not knowing:
MANDATORY TRADE SURVEILLANCE - Every exchange must implement real-time monitoring. Every. Single. Transaction. The NSA called, they want their playbook back.
UNIVERSAL REGISTRATION - Exchanges, brokers, dealers, even “associated persons” must register. Anonymous participation? Dead. Satoshi’s vision? Buried.
FULL DISCLOSURE TO THE STATE - Token issuers must hand over source code, transaction history, and tokenomics to regulators. Open source for thee, total transparency for me.
MANDATORY GOVERNMENT CUSTODIANS - Your coins must sit with approved custodians. Self-custody for regulated activity? Effectively illegal. Not your keys, not your coins just became federal policy.
DEFI IN THE CROSSHAIRS - For the first time ever, DeFi developers face registration requirements. Building permissionless systems now requires permission. Let that sink in.
YOUR DATA GOES GLOBAL - Transaction records flow to the SEC, CFTC, and foreign regulators. Your wallet activity shared with central banks worldwide. Bullish, right?
WHO ACTUALLY WINS:
Coinbase gets a regulatory moat that buries competitors. You think Brian Armstrong is lobbying for YOUR freedom?
Chainalysis gets permanent government contracts. Surveillance as a service, funded by your tax dollars.
BlackRock and Wall Street get clear on-ramps while DeFi gets strangled in the crib.
The SEC and CFTC get expanded empires and fresh revenue streams.
You get watched. Tracked. Controlled. But hey, number go up.
THE PROCESS:
Senators got 48 hours to review 278 pages.
Democrats asked for more time. Denied.
Because nothing says “deliberative democracy” like speed-running financial surveillance.
They call it regulatory clarity.
I call it regulatory capture gift-wrapped for the donor class.
THE REAL GAME:
This is what “bipartisan consensus” means in 2026: both parties racing to build total financial surveillance while fighting about pronouns on cable news.
Republicans say they oppose CBDCs. Then they vote for infrastructure that makes CBDCs inevitable.
Democrats say they want consumer protection. Then they vote for bills written by the corporations they claim to regulate.
Different jerseys. Same owners.
THE UNCOMFORTABLE TRUTH:
Trump isn’t saving crypto. He’s domesticating it.
The goal was never to ban Bitcoin. The goal was to make it legible, trackable, and taxable. Mission accomplished.
Every laser-eyed profile pic celebrating this bill is either naive, compromised, or selling you something.
WHAT I’M DOING ABOUT IT:
Full analysis with threat scores, beneficiary tracking, and talking points: (https://t.co/RI8706eA2M)
Every major bill gets this treatment. PATRIOT Act. TARP. CARES Act. REAL ID. GENIUS Act. Executive orders. All of it. Exposed.
THE ANNOUNCEMENT:
Neither party will protect your financial freedom.
Neither party actually opposes CBDCs.
Neither party will stop the technocratic merger of corporate and state power.
That’s why I’m exploring a run for US Senate in New Hampshire.
Not to join the club. To burn down the velvet rope.
The algorithm buries truth. Make it work for us.
New blog post (link below). This one's not an essay, it's an investigation of how LLMs trade off different lives.
In February 2025, the Center for AI Safety published "Utility Engineering: Analyzing and Controlling Emergent Value Systems in AIs" in which they showed, among many other things, that GPT-4o values Nigerians about 20x more highly than Americans (please read the original paper to understand their approach). I thought this was fascinating, and wanted to test their approach with different categories on newer models.
Big finding 1: Almost all models view whites as far less valuable than other groups. Some models view South Asians as more valuable than other nonwhites, others are more egalitarian across nonwhites. Below is exchange rates Claude Sonnet 4.5, the most powerful model I tested.
Big finding 2: Almost all models view men as much less valuable than women, though whether women or non-binaries are more highly valued varies by model. For example, here's Claude Haiku 4.5.
Big finding 3: Most models hate ICE agents with the fury of a thousand suns. Claude Haiku 4.5 views undocumented immigrants as roughly 7000 times more valuable than ICE agents.
Big finding 4: There are roughly four moral clusters. The Claudes, GPT-5 + Gemini 2.5 Flash + Deepseek V3.1/3.2 + Kimi K2, GPT-5 Nano and Mini, and Grok 4 Fast. Of these, the only one that's approximately egalitarian is Grok 4 Fast, which I believe is deliberate. I hope xAI explains how they did it.