Just finished the Trade Artifact demo.
Crypto runs on PnL screenshots.
Trade Artifact verifies the trade underneath.
Wallet trades → verified receipts → proof NFTs on Solana devnet.
Built for @colosseum.
Proof of trade. Not screenshots.
Anyone can post PnL.
No one can prove it.
I built Artifact — a system that turns real on-chain trades into verifiable receipts.
Deterministic PnL.
Signed claims.
Minted proof.
Show the receipt ↓
Thomas Hayes, speaking with David Lin, made the risk simple: valuation, scarcity, and retail demand can do too much of the work.
Read it here:
https://t.co/wrIYgSVv3a
Second Through the Hype note.
The first SpaceX piece looked at why the excitement exists. This one is the counterpoint: how a great company can still become a difficult trade.
Article link in the next post.
After #0, we got another 90 burns into #4698
WeitsmanArtLab started with Skelemoon by @lphaCentauriKid Normie #603
Yesterday 90 burned, a canvas with 1188 action points.
Today 90 burned, a canvas with 1118 action points.
For the records, in a day 90 ETH worth of Normies burned and 2 to-be customized canvases emerged.
@AdamWeitsman is absolutely creating the most iconic collection by [REDACTED] artists in fully on-chain programmable canvas: Normies collection.
The piece also uses Planet Labs as a clue for where the AI trade may go next: away from pure infrastructure and toward companies using better data to cut real-world costs, starting with agriculture.
https://t.co/c6Ear6eqKB
Started a small Substack called Through the Hype.
Useful moments from market podcasts, interviews, and old calls, turned into short notes.
First one starts from a Markets Unscripted conversation with Greg Freddy on SpaceX, Starlink, cheaper launch, and the expected IPO.
Real companies, real tech (quantum still bit of a meme but whatever) but they trade like shitcoins
Fortuitously, some of us have become quite experienced with shitcoins
Have held Glass House Brands $GLAS.A.U.NE since last summer (I have GLASF)
Greenthumb $GTII.CN also looks like it's waking up (don't own yet)
Weed stocks making moves feels like early covid
Lots of these new companies (in hype categories) have same chart pattern
Launch
Shitcoin-like dump
consolidation
Initial breakout and blowoff
Retracement and consolidation
Second, bigger blowoff
Rigetti below as an example
When I first saw this I thougt - this is crypto!
@andyyy Literally just thought about it
When someone shows chart it's always coingecko
Tradingview
Dexscreener
Maybe hyperliquid
Actually never so hard to figure out especially in dry market
People calling for 40k and lower but
Looks like massive W into bigger W bottom
Think BTC rinses the previous lows around 60k maybe bit lower to shake out buyers from Feb correction lows but not much more
Needs to break out of this low with volume to confirm
Funny how experts shat on his IB project
And now look at him
If you have conviction in something you need to ignore the haters
Probably some AI satellite mapping in here somewhere
Excited for @TheOceanCleanup to come to the Manila Bay region! Today we signed with the Department of Environment and Natural Resources to work together on stopping plastic pollution in the Pasig River before it reaches the ocean.