Steve

Bitcoin Degen

[AdevAarons @AdevAarons]

$900B left gold and silver today

BlackRock deposits $610M in $BTC and ETH to Coinbase Prime the same afternoon

This isn't coincidence

When the largest asset manager on earth moves to institutional custody the same day gold bleeds that's a rotation signal

Not a position. A signal.

[AdevAarons @AdevAarons]

Keep in mind, Market cap is lower than 2.5 Billion 😄

Markets are at max irrationality; markets can be wrong longer than they are right.

Typically, this is how it is.

[AdevAarons @AdevAarons]

My friends keep asking me "can I trust Claude?" or "Grok keeps hallucinating, what do I do?"

Now there's Synthwave.

Run multiple LLMs in parallel. Synthesize all the answers into one.

No single model gatekeeping your output.

This is so much bigger than most people realize.

Built on @TracNetwork. Deploy Trac and you get the highest form of AI intercommunication available right now.

https://t.co/MagxR48juC

[AdevAarons @AdevAarons]

The most overlooked token mechanic in crypto right now: NATs

Non-arbitrary tokens native to @tap_protocol

Derived from Bitcoin block data:
• height
• nonce
• bits

It isn't just a JPEG, Nat a governance token, also Nat arbitrary.

The block height proves what it is. It was activated at block 824,543 utilizing Tap's mechanism.

Bitcoin's own data generates the token. That's the whole point.

[AdevAarons @AdevAarons]

Elon's right that UBI is coming

What he didn't say: AI is also minting founders at a rate we've never seen

The new divide isn't rich vs poor

It's builders vs recipients

Productivity, creativity, knowledge, experience, agency

That's what separates the two groups

UBI catches the people who fall behind

It doesn't pull them forward

[AdevAarons @AdevAarons]

Crypto has a recognizable pattern that nobody wants to say out loud:

Get convicted of federal crimes, and the industry hands you a Substack and calls you an oracle.

We have been seeing this since the beginning of crypto.

Similar story with Arthur Hayes:

Blow up your exchange and wipe out retail in liquidation cascades, and you become a 'crypto legend'

He has already fled two countries after losing $40 billion in customer funds, and you still have defenders in every comment section

Today, he is selling ETH at a $606K loss, which is just the latest chapter in this story.

At some point, you have to stop calling these anomalies and ask whether this is the person we want representing crypto...

[AdevAarons @AdevAarons]

This is exactly what @sloppr_ai is doing with BrainBox; anyone can do this with their computing power.

This has been live for 3 months now.

[AdevAarons @AdevAarons]

AI adoption isn't the moat.

AI efficiency is.

The companies that budget token spend like any other operating expense will still be here in 5 years.

The ones burning through limits in 10 days won't.

[AdevAarons @AdevAarons]

Tokenizing is the easy part.

Getting it actually to flow through DeFi is what nobody built.

$90M actively deployed across Mantle and not minted and parked.

Moving...That's the gap being closed.

[AdevAarons @AdevAarons]

Everyone said AI coding tools were a commodity play.

Cursor is now what SpaceX engineers open every morning.

The commodity shipped faster and better than everyone arguing about moats.

Lesson: the edit box is underrated.

[AdevAarons @AdevAarons]

What are you doing if 50% of an automated production pipeline shuts off for 3 hours.

This isnt a problem if you have the rails of a communication layer that is fully decentralized.

trac-network:native solves this.

[AdevAarons @AdevAarons]

SpaceX bought Cursor for $60B, but we need to look under the hood on this acquisition.

Elon is vertically integrating everything.

- Engines
- Satellites
- Starlink

And now, the AI coding tool that his engineers open every single morning.

Own the interface between humans and AI, and you own what they ship.

That's not a product acquisition.

That's a bet on who controls the future of building.

[AdevAarons @AdevAarons]

Spent a week at @ethconf NYC in every RWA room I could find.

Yes, even the morning run clubs.

My biggest takeaways:

[AdevAarons @AdevAarons]

Yeah crypto is dead

Tell that to the thousands of devs trying to break in right now

Billions in new wallets

Most alive dead market I've ever seen

[AdevAarons @AdevAarons]

Every country acts in its own security interest. The surprise isn't that Israel struck. It's that anyone expected them not to.

[AdevAarons @AdevAarons]

Bybit and Kraken told their users they could get in on the SpaceX IPO.

Bybit received zero shares from Wall Street. Had to cancel and refund everyone.

Kraken got so few shares that every user received the same $578.

Didn't matter if you put in $500 or $50,000. Same amount.

The exchanges tried. Wall Street just didn't give them anything worth distributing.

This is the reality check crypto needs.

We don't control IPO allocations; Goldman does.
We don't have a seat at the table yet.

[AdevAarons @AdevAarons]

Things are about to get wild in the vibe coding world...

Are you ready?

[AdevAarons @AdevAarons]

Live from New York.

We have seen this movie before.

Narrative shifts away from crypto, all eyes move to the new shiny thing (right now that's AI) and everyone declares crypto dead.

Then the cycle turns and the people who stayed patient get rewarded.

Bringing RWAs to @Mantle_Official at exactly this moment is not bad timing. It is the right timing.

The conversations happening in this space right now are genuinely impressive.

The builders are still here. The energy is still here.

Markets reward patience and crypto rewards the ones who show up when the room is quiet.

[AdevAarons @AdevAarons]

NYC here we come🗽

The energy different during summer time in NYC

[AdevAarons @AdevAarons]

Just when we thought things couldn't get crazier.

Perps coming to Bitcoin, that is on another level.

Exclusively on @tap_protocol