AJB

If a person uses AI for trading… does that make them a vibe trader?" 🤖📈✨

[Michael Saylor @saylor]

Bears, this is your stop.

[AJB @ajbcoinasity]

Bitcoin falls below $64K as surging US bond yields fuel expectations for a Fed rate hike. While macro pressure drives the sell-off, a "plunge protection team" on Binance is stepping in to defend against a deeper drop. 📉 #Bitcoin #BTC #Crypto

[AJB @ajbcoinasity]

BitMart calling it quits after 9 years, $BMX tanked 58%. BitMEX shut down earlier this week too. Withdrawals still possible but expect friction. Exchange landscape keeps shrinking.

[AJB @ajbcoinasity]

@Langerius mining: dead
defi: dead
airdrops: dead

[AJB @ajbcoinasity]

@ZssBecker Eth is useless and great at the same time

[AJB @ajbcoinasity]

@ZssBecker Ye, but not any time soon

[AJB @ajbcoinasity]

@carlmoon This guy 100% using ai agent/ bot to post same shit all the time 😁

[AJB @ajbcoinasity]

@RedPandaMining U cooked

[AJB @ajbcoinasity]

@ZssBecker Alt snz?

[Chamath Palihapitiya @chamath]

Here are two very important charts about the current AI boom.

Chart 1: Distribution Matters

Open AI is still the clear leader but, interestingly, they are loosing percentage share as the market grows. This is normal for a category leader but it’s curious who they are losing share to. It’s not really to other startups but incumbents with existing, massive distribution. This means that Google has a huge runway ahead of itself as their models and services become better. It also means that when/if Meta gets their act together, they will be able to gain share quickly. Lastly, it likely means that xAI will need to license Grok aggressively OR acquire existing distribution for their models - Snapchat, Pinterest etc.

Chart 2: Coding Agents are Slopware App-crappers

It should be concerning that this category is shrinking. I think the reason why is obvious but we aren’t allowed to talk about it.

The reason is vibe coding is a joke.

It is deeply unserious and these tools aren’t delivering when they encounter real world complexity (building quick demos isn’t complex) in any meaningful enterprise.

Hence people try, pay, churn. This trend is not good.

[AJB @ajbcoinasity]

@SadlifeTv_ @Consensys It’s funny how stakes been lowered in crypto community, $25, a year ago at least 2.5k 😁

[AJB @ajbcoinasity]

@sue_xbt This is art, cmon

[AJB @ajbcoinasity]

@ZssBecker Ye, narratives seems right, but wen?

[AJB @ajbcoinasity]

@bon_g Gratz

[AJB @ajbcoinasity]

@usoppu This is the biggest bullshit post i have seen in 2025. Wtf 😁

[AJB @ajbcoinasity]

@0xAbhiP Great work

[AJB @ajbcoinasity]

@carlmoon Actually , this time you might be right 😁

[AJB @ajbcoinasity]

@usoppu Get a life brother 😁 even this doesn’t look some crazy money, but knowing state of the market and airdrops… this is impressive

[AJB @ajbcoinasity]

@wyckoffweb This is fake news and doesn’t make sense, so just chill

[AJB @ajbcoinasity]

@MiningRabid Cooked