ormica (🤡,🤡)

crypto tourist ‘19 class here to become free of it

[ormica (🤡,🤡) @acimro]

@Evan_ss6 @saylor @jimcramer If not it becomes an amputation

[Alex 👽 @AlexesNakamoto]

Prophecy fulfilled.

Raoul Pal’s investment track record remains unmatched.

Zcash -50% and still falling.

[ormica (🤡,🤡) @acimro]

@saylor @0xCryptoCafe 🤡

[gainzy @gainzy222]

You can literally full port zec right now, hit a clean 10x, retire, and there’s nothing anyone can do about it

This asymmetric only opportunity exists because the majority of people in crypto and aware of zec have lost most of their funds on 10/10 and after

What’s stopping you?

[Abdul @0x_Abdul]

whoever used david as exit liquidity should be absolutely ashamed of themselves

[ormica (🤡,🤡) @acimro]

@Strategy @saylor 🤡

[Wazz @WazzCrypto]

Can't say I didn't warn everyone WEEKS in advance of the shitshow that was bound to happen

Now both $STRC backed stablecoins have depegged hard

- $apxUSD keeps bleeding, down to $0.91
- $sUSDat wicked down to $0.80

Again, if you have to PANIC, panic early!

[Ole Lehmann @itsolelehmann]

luckily bookmark rot is an easy problem to fix now

here's how to turn every X bookmark you've ever saved into a second brain your agent has full context on:

1. export your bookmarks. i use twitter-web-exporter (free userscript) or the BookmarkSave extension. you get one file with every bookmark + the full text + the author + the link

2. drop that file into a folder. if you already run an llm wiki / obsidian vault, drop it straight in so your bookmarks join the rest of your knowledge

3. point your agent at the folder (claude code, codex, hermes, whatever you run) and tell it: "read this export and turn every bookmark into its own markdown note with the original link and a couple of topic tags"

that's it, your agent has read all of it.

now you can ask "what have i saved about pricing" or "pull everything i bookmarked on claude code" and it answers across the whole pile

takes maybe 10 minutes

after that they actually get used, and every new bookmark folds into the same brain instead of rotting in a tab you never open again

[Andrew Farah @andrewfarah]

sharing my first open source project

a CLI for downloading and syncing your X bookmarks locally so your agent can access them. it's free

› npm install -g fieldtheory
› login to your X account in a chrome tab
› ft sync (done!)

bonus:
› ft viz
› ft classify

[ormica (🤡,🤡) @acimro]

@Schuldensuehner Is there a number how many men and how many woman from the 332k? Would be interesting

[Delphi Digital @Delphi_Digital]

Our new report "State of Token Markets" is live!

Most tokens spend their lifetime below launch price.

Across 540+ tokens launched since 2020, the average token spent 70% of its life below launch.

Tokens launched at inflated FDVs with minimal float, which handed the initial pop to insiders and farmers. The typical token underperformed BTC by 7% per unlock. By the tenth unlock that underperformance had compounded to -47%.

Now the model is shifting. Hyperliquid routes 97% of protocol fees into HYPE buybacks. Uniswap voted in December to burn $600M of supply and flip its fee switch, with the burn sized to match the fees holders would have received since 2018.

But buybacks alone aren't enough. Jupiter ran a similar program but had $3.78 in unlocks for every $1 bought back. Hyperliquid has been the outlier since no insider supply was fighting the bid. Buybacks only matter when supply discipline matches them.

Revenue alone doesn't guarantee market cap growth. Pump runs one of the largest onchain buyback programs but that hasn’t translated into durable token performance.

A revenue-weighted portfolio of the top 10 protocols by revenue returned 30% since January 2025 while BTC was down 17%.

The market is now paying for real cash flow.

[ceteris @ceterispar1bus]

if you bought every cex listing from jan 2025 you would have lost half your money

median token return was -82%

not great!

[ormica (🤡,🤡) @acimro]

@WazzCrypto Quick note to you both Victor and Wazz. Appreciate you both are here. My favourite CT guys. Thanks for your perspectives. Long Term Fan. Much ❤️❤️❤️❤️.

[ormica (🤡,🤡) @acimro]

@gusmartian Thanks for sharing. 🫡

[ormica (🤡,🤡) @acimro]

@Innerdevcrypto When gets it released?

[Christian Angermayer @C_Angermayer]

“Virtue is a mean between two vices, one of excess and one of deficiency.”
- Aristotle, Nicomachean Ethics

It is actually fascinating to watch how the @enhanced_games are being attacked from both ends of the spectrum.

On one side, we have the traditional sports establishment - the IOC, legacy governing bodies, and others - or, with respect to performance-enhancing drugs (PEDs), what I would call the “promoters of deficiency.”

They continuously branded the Enhanced Games as “dangerous” and even claimed that “people will die.”

In Germany, we have a saying: “Don’t ask the frogs if you want to drain the swamp. Of course they croak.”

And of course, the inaugural Games decisively debunked that narrative.

Nobody died. Obviously.

Quite the opposite: The clinical data indicates that many of the Enhanced athletes are in the healthiest physical and mental condition of their lives.

More importantly, the data shows that a significant part of the performance-enhancing effect comes not from creating “superhumans,” but from repairing and reversing the damage caused by elite sport itself.

In short: PEDs, when done right and under medical supervision, work - and are very good for you.

Now, interestingly, the Enhanced Games are also getting attacked from the other side - from people who want no regulation at all, expected a circus of chemically enhanced “freaks” instantly shattering every world record at the very first event, and who wanted to see “excess.”

Those people fundamentally misunderstand the concept as well.

The Enhanced Games advocate for the responsible, medically supervised use of performance-enhancing therapies.

These substances are not magic bullets. They do not transform an average athlete into a world-record holder overnight.

What they do is far more profound:

They help people become the best versions of themselves.

If you are already one of the best swimmers in the world, like Kristian Gkolomeev, the best version of yourself may indeed become a world-record holder.

If you are an athlete in your 30s, PEDs can bring you back to the best version of yourself from your 20s - and beyond.

In the case of Megan Romano, the best version of herself at 35 (!) outperformed her 22-year-old self.

Or take Emily Barclay: a few weeks of enhanced training elevated her from collegiate-level competition to Olympic-medal-caliber performance.

Or take Cody Miller, who at the age of 34 won both the 50-meter and 100-meter breaststroke events while beating personal bests he had set years ago.

In total, at the inaugural Enhanced Games 21 personal bests were broken by 13 athletes, most of them over the age of 30. Several athletes set two personal bests in a single night.

This level of frequency and consistency is simply unheard of in elite sport.

That’s the power of PEDs.

And that is precisely the promise of ENHA’s telehealth business for all customers.

Enhanced Group is building a platform designed to help EVERYONE improve performance, recovery, longevity, confidence, health, and quality of life - responsibly, medically, and scientifically.

And we will continue building while simultaneously educating both extreme sides of the debate.

In fact, we love our critics.

Because every controversy drives attention. Every attack increases awareness. And in today’s world, attention and brand recognition are among the most valuable assets a company can possess.

Just look at the numbers $ENHA released today:
• 4,000 earned media articles published across outlets with a combined 16.7 billion unique visitors monthly (UVM) in 2026
• Press coverage reached a crescendo during Games weekend, with 59% of total UVM (9.85 billion) occurring in the four days surrounding the Games
• Broadcast news coverage generated additional reach to 932 million people worldwide

And those figures do NOT yet include the massive social media reach. Those numbers will be disclosed next week. Stay tuned.

I believe all of that attention will monetize into future sports revenues. We are getting inbound interest left and right from new sponsors, partners, and athletes.

And I believe it will monetize into telehealth revenues as well.

To put the value of the free attention generated by the “crazy fringes” into perspective: $HIMS spent almost $700 million on marketing in 2024 alone.

Over time, I believe we can achieve comparable growth trajectories with only a fraction of that spending - because the Enhanced Games generate extraordinary amounts of organic global attention, as today’s news demonstrates.

A heartfelt thank you to all the crazies. Keep croaking.

[ormica (🤡,🤡) @acimro]

Dead

[Chicha @chichaunseen]

Berlin is about to witness the biggest Solana event Germany has ever seen. 🇩🇪⚡

The Solana Germany Summit is happening June 13th.

This one's for all of us. Registration link in the following post
@SuperteamDE

[ormica (🤡,🤡) @acimro]

@C_Angermayer 🫡

[Christian Angermayer @C_Angermayer]

https://t.co/xRCGl6u5eF

[ormica (🤡,🤡) @acimro]

@DefiIgnas 100% Right about Aave. It’s a pity