Teddy in Crypto

Crypto media startup focused on Web3 earnings and real opportunities.

[TeddyCEO @TeddyinMedia]

CASHCAT is basically a liquidity stress test for @RobinhoodApp Chain.

Robinhood built its chain around tokenized stocks and RWA.

Yet the first real demand came from… a cat memecoin.

$CASHCAT reportedly captured ~74% of all memecoin volume on the network, while the “serious” part of the ecosystem looked almost dead in comparison.

Classic crypto.

The market ignored the infrastructure, the vision, and the pitch deck - and chose the easiest thing to gamble on.

But that might actually be good for Robinhood.

Memecoins are dirty, but effective distribution.

They bring users, capital, liquidity, and attention to chains that would otherwise sit there with great tech and zero activity.

So the real $CASHCAT trade isn’t whether the token pumps another 2x.

It’s what happens after the hype dies.

Robinhood Chain currently holds around $294M in stablecoins.

If that liquidity stays and new wallets keep coming after $CASHCAT cools off, the memecoin did its job.

If users and capital leave with the cat, then Robinhood didn’t build a market.

It rented attention.

[Teddy in Crypto @TeddyinCrypto]

@TeddyinMedia @ArrowFinanceio no way😳

[TeddyCEO @TeddyinMedia]

Have you guys made a list of everyone who shilled $ARROW yet?

Just so I know whose “alpha” to never fucking trust again. @ArrowFinanceio

[Teddy in Crypto @TeddyinCrypto]

@TeddyinMedia @OpenAI Is this better than Hermеs?

[TeddyCEO @TeddyinMedia]

ChatGPT Work is kinda fucking insane.

@OpenAI basically looked at AI agents, said “fuck it, put everything inside ChatGPT” and shipped a digital employee that doesn’t sleep, doesn’t ask for a raise and can work for hours.

What can it actually do?

• use your browser and apps
• click around your PC like a human
• read and edit docs, sheets and slides
• monitor websites, Slack and Teams
• run scheduled tasks
• research stuff for hours
• build websites and apps
• work with your files

The Computer Use part is where shit gets interesting.

You can basically say:

“Open Chrome → go to Notion → create a page → research the top 20 AI projects → compare them with yesterday → update my database → send me a report.”

And then go touch grass.

For crypto people, the use cases are pretty obvious.

Research

Every morning, scan the top AI, RWA and Perps projects. Find actual news, remove the engagement farming garbage, compare everything with yesterday and give me a report.

Content

Find everything important about Robinhood Chain from the last 24 hours. Check the sources, do deeper research and give me 10 X post ideas that don’t sound like ChatGPT wrote them.

Yeah, the irony is beautiful.

Portfolio tracking

Take my Polymarket positions, update prices, calculate PnL, build charts and generate a PDF report.

Then do it again tomorrow.

Building shit

“Make me a dark portfolio website with case studies, FAQ and contact page.”

Done.

Automating boring shit

Monitor websites.

Watch Slack, Discord or Teams.

Update Google Sheets.

Track your portfolio.

Basically, all the shit you keep saying “I’ll do tomorrow.”

The bigger picture is more interesting though.

@OpenAIDevs put Codex inside the same workflow.

Sites can generate websites directly in chat.

Usage limits are based on how much work the agent actually does, not just how many prompts you send.

And apparently @OpenAI keeps throwing limit resets around like stimulus checks.

We spent the last 2 years asking when AI agents would become useful.

Well…

looks like the intern finally learned how to use a computer.

The only problem?

He might be better at your job than you are.

So @sama, when does the intern become the CEO?

[TeddyCEO @TeddyinMedia]

AI Agent NFTs might be the next meta

@opensea ea quietly rolled out Agent Tools, and I think most people are underestimating what this could mean for NFTs.

The basic idea:

• AI tools can now be listed on @opensea
• Some are sold for a fixed price
• Others can be accessed only by holding a specific NFT

That last part is where it gets interesting.

NFTs can basically become access keys to unique AI agents, tools and features built specifically for holders.

So instead of buying an NFT because of art, PFPs or vague “utility”, you could be buying access to an actual product.

And if a collection ships a genuinely useful gated tool?

Demand for the NFT could change overnight.

OpenSea is clearly trying to become more than an NFT marketplace. It wants to become infrastructure for AI agents and onchain tools.

Signalbound, Freaks and Normies are already worth watching here.

No idea how big this gets yet, but I’d keep an eye on NFT founders who were already building real products before this update.

Turning those products into NFT-gated AI tools feels like the most obvious next move.

New NFT meta or another short-lived narrative?

We’ll see.

[TeddyCEO @TeddyinMedia]

I think we’re about 150 days away from the real bear market.

In the last post I said I expected a fast flush and then a recovery. I’m not buying that anymore.

The whole bullish case was built on a few assumptions:

US politicians would pump crypto into elections
Crypto was already absurdly oversold
No real bull run = no real bear market
If prices dropped much lower, crypto would simply lose all interest

Now I think most of that was wrong.

We massively overestimated crypto’s importance. If @realDonaldTrump wants markets higher before elections, he’ll focus on stocks, not our corner of the internet.

The bigger issue is liquidity.

Last cycle had an endless money printer. This cycle doesn’t.

BTC managed to attract some capital, but most alts never got the liquidity needed for a proper altseason. Meanwhile AI stocks keep printing new highs while crypto keeps fighting for scraps.

No liquidity = weak bull market.
But it doesn’t mean no bear market.

The funny part is that many alts aren’t collapsing as hard as you’d expect. Some are down 90% multiple times already, but you’ve probably noticed days when $BTC dumps and alts barely move.

My guess: there was never enough retail euphoria to create a huge wave of panic sellers later.

Everyone who wanted out already sold.

The last thing I got wrong was thinking there wouldn’t be enough people left to farm.

Turns out there is always fresh exit liquidity.

We’ve been bleeding for months and people still buy every dip, call bottoms, post moon targets and talk about inevitable recovery.

As long as there are people willing to catch falling knives, the market can keep pushing lower.

At this point I’m done trying to invent new theories.

The simplest explanation is still the best one:

4-year cycles continue to work surprisingly well.

So instead of predicting early bull runs, I’d rather trade the trend that’s actually in front of me.

Right now that means preparing for more downside, watching liquidity and building positions when the market finally gives a reason to.

[TeddyCEO @TeddyinMedia]

Just read this from @ag_dwf and it's one of the best market takes I've seen in a while.

Crypto went through 3 stages:

Belief.
Extraction.
Competition.
For years, narratives were enough.
Raise money.
Get listed.
Tell a story.
Watch capital flow.

Then the market matured.

Everyone became focused on extracting value. Funds, market makers, OTC desks, traders. Nothing wrong with that, but after multiple blowups, there are far fewer people left willing to buy and hold pure narratives.
Now we're entering the next phase.
Competition.
Not token vs token.

Token vs Tesla.
Token vs SpaceX.
Token vs Silver.
Token vs Oil.

Why should capital flow into your project when traders can access globally recognized assets 24/7 through the same infrastructure?

That's the question every founder, exchange and investor will have to answer.

The days of getting rich simply because you're "in crypto" are ending.

The next winners will earn attention, liquidity and capital.

Everyone else gets filtered out.

[Teddy in Crypto @TeddyinCrypto]

RT @TeddyinMedia: $POLY airdrop getting closer?

Team behind Polymarket is already heavily hinting that $POLY is coming soon - and the most…

[Teddy in Crypto @TeddyinCrypto]

RT @TeddyinMedia: @elonmusk musk just dropped the actual X recommendation algorithm on github.

not “ai generated marketing”.
not a blogpo…

[Teddy in Crypto @TeddyinCrypto]

@TeddyinMedia 🤖

[TeddyCEO @TeddyinMedia]

why do you need an ai agent?
because it’s trendy?
an agent for:

sleep
nutrition
content
fitness
finances

an agent that messages another agent, which calls a third one, just to remind you to drink 3L of water a day.
a lot of the time, it’s just a way to overcomplicate a simple problem until you end up doing nothing again.
to drink more water, now you first need to:
set up 14 tools
connect 6 agents

buy subscriptions

lose focus

quit halfway

burn out
so no, you don’t always need an agent.
if your job is to:
think
ask questions
notice patterns

structure information

manage finances

build a spec
break down ideas
create tables / checklists / plans
prepare questions before a deal
then regular ChatGPT is enough.
$20/month already solves 80% of problems.
but if you need to:
compare markets
track spreads
monitor prices

find funding opportunities
collect sentiment from X

track competitors

generate daily briefings
constantly update data
then yes, you probably need an ai agent.
because an agent is not “smarter ChatGPT”.
it’s hands.
it can:
open websites
collect data
compare information

save results

come back with reports
and most importantly: repeat tasks without being reminded

the next level is a digital office.

where every agent becomes an employee.
each one has:
a role
memory
tools
responsibilities
communication with other agents

but most people are still far from that stage.

quick framework 👇
chat = your second brain
deep research = tireless detective
vibecoding = tool builder
agents = hands connected to the second brain 🧠

at the beginning, regular ChatGPT already covers 80% of what people need.
only build “hands” once you clearly understand why you actually need them.

[Teddy in Crypto @TeddyinCrypto]

@TeddyinMedia @solana What exactly?

[TeddyCEO @TeddyinMedia]

idk what’s coming to Solana next but the timing feels suspicious 👀

Timeline getting louder.
More people moving back to SOL.
More random hints everywhere.

Could be nothing.

Could also be one of those moments people regret fading later.

@solana

[Teddy in Crypto @TeddyinCrypto]

@TeddyinMedia brilliant

[Teddy in Crypto @TeddyinCrypto]

@TeddyinMedia 😍😍😍cool

[TeddyCEO @TeddyinMedia]

https://t.co/wSw0sQ4U7C

[TeddyCEO @TeddyinMedia]

have a good day everyone 🥰

no post ideas lately, no super interesting narratives either

just grinding fundraises, doing some wallet actions, shorted $PROS after the Upbit listing and decided to hold $B3 for longer term. chart still looks decent imo, but my ideal entry is way above current levels so probably better not to enter now. might just move stop to breakeven soon and let it do whatever

weather got really warm lately, been trying to walk more and just spend more time outside

got this vibe that over the next 1-2 months i should try to make as much money as possible and then disappear somewhere for a proper vacation

although for me “vacation” doesn’t really mean disconnecting anymore. i genuinely can’t imagine life without parser notifications, group chats and constant info flow at this point lol

if i find another opportunity like the $LAB fundraise farm or some other solid play, i’ll definitely post it here. been a while since i shared any real public calls

this account kinda turned into my personal diary at this point - thoughts, market takes and post-factum research

[TeddyCEO @TeddyinMedia]

That’s what @KachingVIP flips.

Built on Solana, it’s not just a lottery -
it’s infrastructure where you create your own draws.
• on-chain logic
• transparent rules
• verifiable outcomes

You’re not entering the system.
You’re defining it.

[TeddyCEO @TeddyinMedia]

If you’ve been putting it off - this removes the excuse.

Watch → copy → done.

Low effort to try
High upside if you catch it early

That’s the kind of asymmetry worth playing.