KGSmurfing「2/3」

scared money don’t make money

[sarah guo @saranormous]

https://t.co/Hw02laH9yp

[Max Crypto @MaxCrypto]

Crypto prices since Trump took office:

$BTC: -44%
$ETH: -49%
$XRP: -68%
$SOL: -77%
$DOGE: -79%
$AVAX: -82%
$ADA: -85%
$SUI: -86%
$ENA: -92%
$APT: -93%
$TRUMP: -97.7%
$MELANIA: -99.5%

Thank you, Mr. President.

[Citrini @citrini]

Robotics likely won’t have a “chatGPT moment” until we’re well into the industrial ramp for the next gen of automation, meaning you’re getting a nice opportunity to be long improving fundamentals right now and the catalyst of widespread attention is still waiting in the wings.

[DonAlt @DonAlt]

Sentiment couldn't be worse, everyone is dying
Usually these are the times in which I'd get ready to buy a lot

But nowadays I'd have to worry about 5 Saylor ponzis 100 ETFs and get AI exploits while doing it

Seems like such a hassle, give back the simple times

[*Walter Bloomberg @DeItaone]

$TSLA - TESLA'S FUTURE IS ROBOTICS, NOT CARS

J.P. Morgan upgraded Tesla to “neutral” from “underweight,” saying the stock’s value is increasingly tied to autonomous driving, robotics, AI, and software rather than near-term EV earnings. The bank raised its price target to $475 from $145, citing Tesla’s strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.

[Andrew Kang @Rewkang]

Spent the last 2 years obsessively trying to understand where the robotics space is going.

US vs China dynamics, Tesla vs FigureAI, How I think about investing, etc

Continuing to share more. Requests welcome.

[DonAlt @DonAlt]

I'm gonna buy properly if we close this week above 71k

Think that's the minimum of strength I wanna see to put more money at risk

[Taiki Maeda @TaikiMaeda2]

ZEC at $700: "Privacy is a human right. ZEC is the most egalitarian thing I've ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society"

ZEC at $550: "Why the fuck did I buy this shit"

[Citrini @citrini]

Morgan Stanley’s price discovery happens on @tradexyz

[Elon Musk @elonmusk]

@whyyoutouzhele 我的儿子正在学习普通话

[VoxVex❄️🪽🥾 @VoxVex000]

They call it Intel for a reason.
$INTC

[VoxVex❄️🪽🥾 @VoxVex000]

$RMBS 4/27 财报时间
美东时间 4:05 PM ET 发财报新闻稿
美东时间 5:00 PM ET（2:00 PM PT）开电话会

东大时间：4 月 28 日（周二）凌晨 4:05 财报数据 4 月 28 日（周二）凌晨 5:00 电话会

[Andrej Karpathy @karpathy]

Wow, this tweet went very viral!

I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs.

So here's the idea in a gist format: https://t.co/NlAfEJjtJV

You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.

[Marc Andreessen 🇺🇸 @pmarca]

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

[DiscusFish @bitfish]

🔥 一个极其通透的商业真相： 过去 200 年的商业管理，本质上只做了一件事——让人围绕着 SOP（标准流程）当齿轮。 现在 AI Agent 来了，如果我们还按老套路把 AI 塞进旧流程里打杂，注定失败。AI 真正颠覆的不是技能，而是组织架构。

[DonAlt @DonAlt]

'Monad sucks because my airdrop was too small' is such a retarded take it encapsulates crypto very well

Tech is tech, you're just mad you didn't get gifted more shit
Fair enough but don't pretend to be all intellectual

I'm down to hate if the thing sucks upon launch, not before

[KGSmurfing「2/3」 @SmurfKG]

MONAD MY KING

[KGSmurfing「2/3」 @SmurfKG]

MONAD BOXES 🎁

[WR☻NGUSER ✗ @wronguser000]

Havent traded any meaningful size since 10/10, confidence cannot be rebuilt a week after the most insane liq event we saw in our industry’s history

Its not about being a bear or a bull its about reading the room lads

The fact the top 50 altcoins index is lower than post FTX crash levels is very telling about the state of the market, 2021 was our dotcom bubble and all those useless altcoins need to reprice much lower before we see fresh roots grow again

Nobody believes in Monad, XPL, Aster or Meteora the way ppl used to believe in AVAX, ATOM or LUNA and when everyone is here to only make money there is no sustained passive bid, nobody gets rich and the attention flywheel never reaches retail

The trenches were this cycles retail and they got obliterated, there is no new money and if anything new was here it got raped a week ago trying to play leverage

Read the room, the market doesnt care if you didnt make it yet or if you did, trade what you see and not what you hope

Whatever your position right now you should be playing defense when all the market does is rape everyone

[StarPlatinum @StarPlatinum_]

The weird lore of Machi Big Brother:

•teenage years spent obsessed with hip-hop and American culture
•forms L.A. Boyz in 1991 with his brother and cousin
•becomes one of the first Mandarin rap groups ever
•sells hundreds of thousands of albums, tours Asia, appears in LA Times

late 90s: music fades, ambition doesn’t

•launches MACHI Entertainment under Warner Music
•produces for Jay Chou and Jolin Tsai
•builds a whole urban-music empire in Asia

2000s: turns to tech

•founds TheOne Technology Group and merges it in a $60M deal
•by 2015 launches 17Live, Asia’s top live-stream app
•IPO plans in New York fail after investor disputes
•sells his shares and looks for the next frontier

2017: discovers crypto

•launches Mithril (MITH), a “social mining” project that pays users in tokens
•raises $13M but price collapses 80% within months
•joins Formosa Financial as advisor, raises 44,000 ETH (~$37M)
•22,000 ETH later disappear from the treasury, never recovered

2020: enters DeFi

•forks Compound and creates Cream Finance
•protocol suffers multiple exploits, $192M+ drained
•launches a wave of forks: Mith Cash, Wifey Finance, Typhoon Cash
•most die within weeks

2021-2023: goes all-in on NFTs

•becomes one of the biggest BAYC whales
•holds more than 200 apes, worth over $9M
•later dumps 1,000+ NFTs in two days, crashing floor prices
•community calls it “the Machi dump”

2022: ZachXBT publishes investigation

•accuses him of embezzling 22,000 ETH and running over ten failed projects
•Machi sues for defamation in Texas
•the case ends quietly after edits to the article, no damages, no verdict

2024: launches memecoin Boba Oppa on Solana

•raises over $40M from presale hype
•price falls 74% in a month
•blamed for another “soft rug”

2025: trades aggressively on Hyperliquid

•opens 15–25x longs on ETH, PUMP, and HYPE
•loses over $53M in a few months
•still buying new memes daily, claiming “degens never die”

today: holds around $759k in tokens and 201 BAYCs

the man who built, lost, sued, and still refuses to log off