Neeraj pandey

love being with friends, love being alone, enjoy working out, have loads of Money, ,hate fake people and sometimes i think to be a monk.

[Neeraj pandey @cryptonomics123]

The next sale on @MetaDAOProject is @AviciMoney Founder is @RamXBT (concept is amazing and i am taking part here's why)

Avici aims to build a distributed, crypto‑based neobank that merges self‑custodial wallets with Visa cards and on‑chain credit scoring. The project identifies genuine problems limited on‑chain credit, wallet usability, poor stablecoin privacy and reliance on traditional banks and proposes ambitious solutions such as network‑effect driven distribution, a global “trust score” and undercollateralised lending . Early metrics show modest traction (~US$1 M card spend, ~5 k cards issued)

Tl:dr- Avici wants to be a crypto neobank,mixing self custody wallets, Visa cards, and on-chain credit.
It targets problems like limited credit, poor wallet UX, and stablecoin trust.

Competitors-Very few true “Solana neobank/card” tokens exist. Main ones + max/peak.

Zebec $Zbcn-500M-Peak MC (Currently around 400M)

Differene-Avici has big vision (on-chain trust-score + credit)

Problem-Avici’s card requires full KYC: users must provide personal info, upload ID documents and pass a liveness,but it's practically impossible to solve this. Real Visa/Mastercard crypto cards need full KYC (ID + liveness) due to issuer/AML rules. All the major player @ether_fi also requires full kyc for the card.

[Neeraj pandey @cryptonomics123]

@Pentosh1 The best macro analysis of all time😄 @Pentosh1

[Neeraj pandey @cryptonomics123]

@sama @sama, but are you trustworthy?

[fejau @fejau_inc]

For years now, the actual rate change announced at every FOMC meeting did not matter. By the time the meeting occurred, the move was priced into the SOFR curve weeks in advance. The only exception to this was in September 2024 when Powell surprised the rates market and cut 50bps. This was one of the only times where we went into a meeting with 50/50 odds priced into the market (either 25bps or 50bps). This meant that the market reaction was largely driven by the change in pricing once it was announced, not the future reaction function.

Before the ZIRP era, this was the common way to do things. However, under Yellen and Powell, and pioneered by Bernanke, the Fed mandate was to never surprise the rates market and ensure their move gets priced into markets well-ahead of time.

This is why for so many years casual Fed observers would be confused on days when for example we would cut rates and markets would sell off, or we held rates steady and rallied. The market reaction function was entirely dependent on forward guidance and forward expectations, not the announced change that day.

We are now going to enter a regime where what the Fed actually decides to do each meeting will be the marginal market driver again and that is by design.

In practice, I expect the next few meetings to be priced at 50/50 odds moving forward and that's by design. It is now up to rates speculators to analyze the economic data and come to their own analysis on where rates should be, the Fed will not be spelling it out for us any longer.

Overall, I think this is a good thing. Forward guidance was a tool from the ZIRP era pioneered by Bernanke as a way to ease monetary policy without going into negative rates. We are no longer in a ZIRP world and it was time to change this.

On net, expect higher rate volatility, more sensitivity to changes in SOFR in the economy, less smoothening of business cycles, and a return to a more pure Taylor rule-like reaction function.

This is a big shift and in my opinion a welcome one, despite my podcast being named Forward Guidance!

[Neeraj pandey @cryptonomics123]

avalanche-2:native is currently in maximum pain mode because:

The market wanted a simple, aggressive AVAX buyer (like $MSTR ).

It got a more sophisticated but less meme-able ecosystem treasury (AVAT).

Big buying pressure from the treasury is still mostly in the future.

Summary: Could be the real opportunity to accumulate as the real institutional RWA adoption is already here and meaningful, while the big AVAX treasury buying is still mostly ahead.

The chart is hilarious, btw😅 Won't touch it before $4, Adding to my watchlist.

[Neeraj pandey @cryptonomics123]

TL: DR of the Fed meeting for $crypto in one word: Bearish(Yeah, it's that simple)

[Neeraj pandey @cryptonomics123]

Good one dude.

[sam lessin 🏴‍☠️ @lessin]

THE REAL SPACEX IPO LESSON: WE LIVE IN A CAPITALIST MULTIVERSE OF VALUE

[Neeraj pandey @cryptonomics123]

😂

[Commentary Donald J. Trump Posts From Truth Social @TrumpDailyPosts]

Unseen footage from the JD Vance interview on The View with the harpies🤣

HT @BrandieWithABee

[Neeraj pandey @cryptonomics123]

@MetaDAOProject is still one of my favourite project on @solana. However, there is a newer project @craftsdev which I researched, and it's impressive. Going to participate in the upcoming sale. To put it simply

Crafts runs sealed-bid auctions. Everyone submits private bids through @Arcium, of what YOU actually think the project is worth. No one sees others' bids. After the window closes, one clearing price is set where real demand meets supply. Everyone pays that same price. No special terms for VCs, no friends getting in at a lower price.

Better alignment & real ownership - Equity-linked tokens via SPV mean the token price has a fundamental anchor to company performance, not just speculation. This reduces post-launch sell pressure compared to pure governance tokens.

Transparency for buyers: You know exactly what you’re bidding for, the process is clear, and you can’t overpay compared to others.

Result: Buyers get in at a price justified by real interest rather than FOMO. Founders get capital from committed backers at a fair valuation. The ecosystem avoids another wave of rug-prone or instantly worthless tokens.

[Crafts @craftsdev]

“Tokens are broken, and how to fix them.”

Crafts at Solana Summit Berlin with @pfo_sac

Huge credit to @SuperteamDE for putting together one of the strongest Solana events Europe has seen.

[Neeraj pandey @cryptonomics123]

But he's not @elonmusk

[Dan Bilzerian @DanBilzerian]

Who controls the media? Updated list.

Meta owns:
Facebook
Instagram
WhatsApp
Messenger
Threads
Oculus
Meta AI
Meta is controlled by Mark Zuckerberg who is jewish

Alphabet owns:
Google
YouTube
Android
Gmail
Chrome
Pixel phones
Nest smart home devices
Fitbit
DeepMind
Gemini AI
Waymo self-driving cars
Verily
Calico
Wing drone delivery
Alphabet is controlled by Larry Page and Sergey Brin who are both jewish

Tic Tok
U.S. algorithm and infrastructure is controlled by Oracle
Oracle is controlled by Larry Ellison who is jewish

-Hookup Apps

Match Group owns:
Tinder
Hinge
OkCupid
Match. com
Plenty of Fish
Meetic
The League
BLK
Archer
OurTime
Was founded by Barry Diller who is jewish

Grindr
Was founded by Joel Simkhai who is jewish

Bumble
Was founded by Whitney Wolfe Herd who is jewish

-Porn

Onlyfans
Owned by Leonid Radvinsky who is jewish

Vixen Media Group owns:
Blacked
Blacked Raw
Vixen
Tushy
Deeper
Founded by Greg Lansky who is jewish

Aylo/MindGeek Owns/owned:
Pornhub
YouPorn
RedTube
Brazzers
Reality Kings
Digital Playground
Men. com
Sean Cody
Tube8
Solomon Friedman is the owner of Aylo and he’s jewish

Gamma Entertainment owns/operates:
Adult Time
Pure Taboo
Wicked
many other affiliate studios/platforms
Founded by Karl Bernard who is jewish

-Movies/TV/News

Warner Brothers Discovery owns:
Warner Bros. Pictures
HBO
CNN
DC Studios
Cartoon Network
Discovery Channel
TNT
TBS
Max (formerly HBO Max)
Adult Swim
HGTV
Food Network
Animal Planet
Warner Brothers is run by David Zaslav who is jewish

Disney owns:
ESPN
ABC
Marvel Studios
Lucasfilm
Pixar
20th Century Studios
Disney+
Hulu (major controlling stake)
National Geographic
Disney is run by Bob Iger who is jewish

Paramount Global owns:
CBS
CBS News
CBS Sports
Local CBS stations
Film Studios
Paramount Pictures
Paramount Animation
Cable Networks
MTV
Nickelodeon
Comedy Central
BET
VH1
CMT
TV Land
Smithsonian Channel
Logo TV
Pop TV

Streaming/Premium:
Paramount+
Showtime
Pluto TV

Major franchises/IP:
Top Gun
Mission: Impossible
Star Trek
South Park (licensing/streaming)
SpongeBob SquarePants
Transformers
Teenage Mutant Ninja Turtles
Paramount Global is controlled by Sheri Redstone, who is jewish

Comcast owns:
NBCUniversal
NBC
Universal Pictures
Peacock
MSNBC
CNBC
Telemundo
Sky (Europe)
DreamWorks Animation
Xfinity
Comcast is controlled by Roberts family who is Jewish

Amazon owns:
Amazon Prime
MGM Studios⁠
Twitch⁠
Audible⁠
IMDb⁠
Amazon Music⁠
Ring⁠
Blink⁠
Amazon Echo
Alexa
Kindle
Amazon is run by Andy Jassy who is jewish

-AI/Data Centers

OpenAI/ChatGPT
Run by Sam Altman who is jewish

Palentir provides advanced data integration, surveillance, AI, and analytics infrastructure used by military, intelligence, law enforcement, and major corporations. Its platforms help organizations combine massive amounts of fragmented data into real-time operational intelligence for warfare, policing, logistics, cybersecurity, manufacturing, and decision-making, making it one of the most strategically influential data and defense technology companies in the world.

Was founded by Alex Karp, Peter Thiel, Stephen Cohen and Joe Lonsdale, 3 of the 4 are jewish and the other gives speeches on the Antichrist. Operated by Alex Karp who is jewish.

Oracle owns:
Oracle Database
Java
MySQL
NetSuite
Cerner
Sun Microsystems technologies
It’s important because it owns core infrastructure software that powers governments, banks, hospitals, corporations, and large parts of the internet. Its control of technologies like Oracle Database, Java, MySQL, and Cerner gives it enormous influence over the backend systems modern society depends on.

Owned by Larry Ellison who is jewish

[mert @mert]

we are formally proposing reducing SOL inflation, faster

read below if interested in how it works

the comeback has started

[Neeraj pandey @cryptonomics123]

@metaproph3t, @MetaDAOProject, you have been called, dude

[toly 🇺🇸 @toly]

The coolest financial simd I want to see is a vote to mint sol to acquire market share.

SpaceX acquired Cursor. The combined set is more valuable than the sum of both alone.

Maybe a Futarchy is the only way it can work

[Neeraj pandey @cryptonomics123]

@hylo_so Checked out your platform, hmm, I would say Good one(loved it btw)

[Hylo @hylo_so]

TL;DR

> $180B leveraged ETF market ported onchain
> Lower volatility decay than LETFs
> Expanding from xCrypto into xEquities, xCommodities, and xYield
> xYield makes leveraged yield as simple as holding a token
> V2 audit 99% complete with @accretion_xyz
> V2 unlocks Hylo's next 10x growth engine

[Hylo @hylo_so]

TL;DR

> $180B leveraged ETF market ported onchain
> Lower volatility decay than LETFs
> Expanding from xCrypto into xEquities, xCommodities, and xYield
> xYield makes leveraged yield as simple as holding a token
> V2 audit 99% complete with @accretion_xyz
> V2 unlocks Hylo's next 10x growth engine

[Neeraj pandey @cryptonomics123]

@WhiteWhaleLabs They pretended to care but were somehow hoping for the loss, consciously or subconsciously.

[Neeraj pandey @cryptonomics123]

If you denominate US GDP in $Bitcoin instead of dollars, the chart is wilder.

[Lyn Alden @LynAldenContact]

If you denominate US GDP in gold instead of dollars, the chart is wild.

[Neeraj pandey @cryptonomics123]

As an original $ZKFG investor, here's how I see it: I bought into this on @MetaDAOProject because it looked legit. They raised almost a million dollars at around $0.097 per token through their futarchy system. At the time, it felt like proper ownership — put money in, help build something, and share in the upside through the treasury and governance.

Then they launched $Zinc. On day one, they straight up said that revenue would flow back into the ZKFG treasury and that ZKFG holders would govern it. That was the whole pitch. A few months later, they drop this new ZINC token, the price goes parabolic (from like $0.24 all the way to $24 territory — proper 100x), and suddenly none of that revenue is hitting the ZKFG treasury. It’s all going into ZINC buybacks instead. After that, they just ghosted ZKFG. Stopped mentioning it, wiped the mentions from their site, rewrote the history as if it never existed.

Now there’s this proposal offering us $0.15 per token — basically 50% profit from where we bought in. And the Zinc team is actively fighting to kill the proposal so it doesn’t pass. From where I’m standing, they’re doing wrong. They took our money on a clear promise, built something successful with it, then changed the rules once it started printing. Instead of sharing the success like they said they would, they’re trying to sideline us with a lowball buyout while keeping all the real upside for the new token and themselves.

Fighting the proposal just makes it worse — it shows they don’t even want to give original backers a clean exit. I get that projects evolve, and things get messy in crypto. But straight-up promising revenue share to raise capital, then diverting it and pretending the old token doesn’t exist? That’s not evolving. That’s moving the goalposts after they already won.

Would I take $0.15 right now? Probably, just to move on. But that doesn’t mean what they did was okay. They broke the original deal.

Before fudding imagine yourself being an early investor and let me know how it would feel? Namaste @WhiteWhaleLabs, Your thoughts?

[Neeraj pandey @cryptonomics123]

It would take 100 rebirths of a common man to get what Musk has achieved. Let that sink in.

[Barry Silbert @BarrySilbert]

Unstoppable, uncensorable, global decentralized AI seems like a good investment bet to make. The “Bitcoin of AI” so to say…

[PsyopAnime @PsyopAnime]

you don't get this far without making a few enemies