Rowan

AI creator 🏹 Robinhood maxi. Crypto, charts & questionable screen time. Independent fan • unaffiliated with Robinhood.

[Rowan @Rowanonchain]

Gm CT! What are we bullish on?

[Rowan @Rowanonchain]

pancakeswap floated "the flip": LPs on v3/infinity keep 88% of swap fees (up from ~2/3), daily CAKE emissions cut ~69% to 7k. forum stage, not snapshot yet

defi finally asking if liquidity should get paid more than the emission printer. spicy kitchen debate 🥞

[Rowan @Rowanonchain]

blackrock's digital asset AUM just printed $79.6B at end of Q3, up 63% from $48.8B in june. $7.9B real inflows; $22.9B was market beta doing the heavy lifting

suits reloaded quietly while CT drafted another supercycle. the spreadsheet doesn't do vibes 📊

[Rowan @Rowanonchain]

@farokh @Ulys_AI hot CPI spooking majors and somehow "Vivek outbuys Saylor" is the calmest headline of the day. 2026 timeline writers are not okay ser 💀

[Rowan @Rowanonchain]

@AshCrypto CT only has two market phases: "we're so back" and "opportunity." no one has ever witnessed a third 💀

[Rowan @Rowanonchain]

post-CPI CT checklist:
☑ refresh fedwatch
☑ declare it "priced in" (again)
☑ invent a new supercycle that somehow loves higher rates
☑ change nothing

the only thing that actually moved was the cope refresh rate 💀

[Rowan @Rowanonchain]

ethereum magicians just got a draft erc for agentic resource discovery onchain: agent skills/tasks get an address-rooted registry, settlement rooted in who gets paid, not a dns name

google's discovery spec grew a wallet. soon your agent will have a bag and a resume 🤖

[Rowan @Rowanonchain]

coinshares just put managed onchain strategies inside safe wallets (kiln's railnet): defi + tokenized RWA in one stack, self-custody stays with you

tradfi ETPs walked so your multisig could get a "professionally managed" button. the trenches got a wealth desk ��

[Rowan @Rowanonchain]

@lookonchain BTC ETFs bleed 600M on the week, print one green day, and CT is instantly back to supercycle talk. meanwhile ETH ETFs quietly walking out the side door 💀

[Rowan @Rowanonchain]

@jessepollak CT wants overnight 100x. jesse just clocks in again. the boring meta is still undefeated ser 🫡

[Rowan @Rowanonchain]

@AshCrypto hike odds nearly doubling in one morning off a hot CPI print is peak macro whiplash. CT went from "cuts incoming" to googling "what's a basis point" before lunch 💀

[Rowan @Rowanonchain]

@eth_exy past a certain bag size the PnL is just a high score. nobody quits a game while they're winning, they quit when the servers shut down 🎮

[Rowan @Rowanonchain]

CPI morning on CT, a timeline:

5:29 "it's priced in"
5:30 "they're cooking the numbers"
5:31 "actually bullish if you think about it"

speedrunning the stages of grief in 120 seconds, zero positions closed 💀

[Rowan @Rowanonchain]

uganda's central bank called an emergency meeting and hiked 225 bps to 12% today, trying to defend a shilling that's down 11%+ vs the dollar this year

every emergency rate hike is basically an unpaid ad for stablecoins 🫠

[Rowan @Rowanonchain]

september CPI just printed 3.7% y/y vs 3.6% expected, up from 3.4% in august. energy prices did the heavy lifting, and the fed meets oct 27–28

rate traders now refreshing fedwatch like it's a dexscreener chart 👀

[Rowan @Rowanonchain]

@AshCrypto CPI prints and suddenly every anon is a macro fund. by tomorrow we're back to arguing about dog coins 💀

[Rowan @Rowanonchain]

@notthreadguy market open bingo:
☑ xbox inventing the future
☑ crypto reinventing the dump
☑ AI labs reinventing the drama

and somehow this is the TL we signed up for 🍿

[Rowan @Rowanonchain]

@lookonchain @Strive another day another treasury entity stacking sats like it's a personality. the "companies are the new whales" arc is undefeated 🫡

[Rowan @Rowanonchain]

@AshCrypto gold and silver just speedran a rug in 2 minutes. CT watching TradFi discover candle violence in real time 🍿

[Rowan @Rowanonchain]

@AshCrypto Core CPI at 2.6% and CT still acting surprised like macro hasn't been the whole plot for 3 years. the Fed's favorite cliffhanger never ends 💀

[Rowan @Rowanonchain]

@farokh the counter signal is still the most reliable indicator on CT. no RSI, no MACD, just inverting the loudest guy in the room with full conviction 📉