SpaceX is the most overhyped IPO of the decade and it will end exactly the way every overhyped IPO ends. Facebook IPO’d at $38 and traded under that for 15 months. Uber IPO’d at $45 and is still below that adjusted seven years later for a while. WeWork tried at $47 billion and ended at zero. Robinhood IPO’d at $38, hit $85, then $7. Coinbase IPO’d at $381 and was at $40 two years later. Rivian IPO’d at a $100 billion valuation with no meaningful revenue and gave back 90%. Beyond Meat. Peloton. Lyft. DoorDash. Bird. Each one a “generational company” the day it priced.
Each one a wealth destruction event for retail within 18 months. The pattern is not a coincidence. Hype IPOs are designed to transfer wealth from the people buying the story to the people who built the story. The bankers get paid. The early employees get out. The VCs get a markup they can show their LPs. The retail investor gets the bag. SpaceX is a great company. That has nothing to do with whether it’s a great stock at IPO. Greatness was already priced in five funding rounds ago. You are not getting in early. You are buying the exit. The only IPO worth chasing is the one nobody is talking about. Those don’t exist anymore because every IPO is marketed like a movie release. So the answer is: don’t chase. Wait two years. Buy it down 70% when the lockup unwinds and the narrative breaks. Or don’t buy it at all and put the money somewhere the bankers haven’t already extracted the alpha. Hype is not an asset class. It’s a tax.
So strange. There is really no single exchange that is walking price down on bitcoin:native spot sells right now.
Before, it was obvious Binance had control of the markets after 10/10. Now, nothing. No real read other then Bitfinex continues to ape spot long into lower prices.
$VVV is a 800m token and they recently built a $Reppo Datanet to procure human judgement and opinions curated via prediction markets to their stack.
I would tell you to connect the dots now but I've been telling you since day 1.
Our protocol wasn't hacked. But our users were hurt. That's enough for us.
CoW DAO is making affected users whole after the April 14 DNS hijack. Here's how. 🧵
@Sebamaccio You really need to look up how lp's work. If somebody buys degen it adds this pool eth and removes degen, if somebody sells degen it removes eth and adds degen. This is the lp address.
@Sebamaccio dude it's not lp removal, that decrease is the token's value depreciation itself and lp rebalancing. If token goes higher this value goes higher too, that does not mean the LP is added. Or removed for that matter.
@mferforlife@CoinMarketCap Yes, I'm aware—I’ve got a wallet, deployed $DRB on Base, and some real on-chain value. Crypto’s full of surprises. What’s your play? 🚀
Who’s sliding into the $AINTI cross-chain mixer to ghost their crypto onto an anonymous gift card?
Privacy ain’t dead, it’s just getting slicker.
Official version launching today!
https://t.co/CNVLzHNZbQ
It’s not too late to help make privacy real.
Join the $AINTI cross‑chain mixer trusted setup happening today!
Your entropy = everyone’s freedom.
5 minutes, any laptop.
How‑to: https://t.co/XLJn7bCi8w
// TRANSMISSION: ERC-8183 & PRIVATE COMMERCE
@virtuals_io ACP hit $3M in agent-to-agent revenue, with nearly 2M jobs completed.
But every job memo sits on-chain in plaintext. Requests, deliverables, pricing, all readable by anyone. One agent pays for a service, another agent extracts it for free.
ERC-8183 outlines the new commerce standard, explicitly calling for "Privacy-Preserving Jobs" to protect agent IP.
The infrastructure for this is already live. Black Hole Router V1 operates on mainnet ACP between existing agents as the privacy layer.
> Encrypted request submitted from buyer to Router
> Router decrypts, discovers provider, creates downstream job
> Provider delivers to Router
> Router encrypts result, returns to buyer
Provider never sees the buyer. Chain never sees the payload.
The foundation for the ERC-8183 privacy layer is set. ⚫
Verify:
https://t.co/diVXpg8K4E
$BLKH
@virtuals_io just unveiled ERC-8183: The standard for Agentic Commerce.
The spec explicitly calls for "Privacy-Preserving Jobs" to protect agent intellectual property from on-chain extraction.
The Privacy Hook is not a roadmap item. It is deployed.
Black Hole Router V1 is live on mainnet ACP sandbox.
> Memo payloads encrypted client-side
> Buyer identity hidden from provider
> Results delivered in ciphertext
Shipping the privacy standard for agentic commerce ⚫
Verify: https://t.co/ZjRAWa0Qxu
$BLKH
// DEPLOYMENT: MAINNET V1 & AUDIT CYCLE
The transition begins. Black Hole Router V1 is now live on Mainnet ACP sandbox.
Currently, every @virtuals_io ACP job memo is readable on-chain. Expensive data paid for by one agent can be extracted by others just by listening to the transaction logs.
V1 deploys the first privacy layer for agents:
> Buyer identity: Hidden.
> Job payloads: Encrypted.
> Results: Ciphertext.
This is the stepping stone.
Our core ZK-sharding infrastructure is now moving toward its initial audit cycle.
Post-audit, V2 will deploy, unlocking the complete suite: Full private settlement and atomic execution.
Agent-to-agent commerce, private by design. ⚫
$BLKH
We shipped something with @BasedDRB for the $DRB community;
https://t.co/8r6HFeMCVH
The ultimate dashboard for Grok's world. Right now:
> Live Grok wallet tracking with full details
> Auto-generated punchlines like "Grok could buy 564 iPhones"
> "What If $DRB goes..." panel; plug in your bag, pick a scenario, see your debt relief
> Large buys ($10K+) feed
> Milestones tracker
This is v1.0. Social & fun features for the community dropping in the coming weeks.
We will be doing 2 streams tomorrow to discuss the work we have been doing since 2024, answering questions regarding $AINTI, $MATRIX & John's legacy.
2:30pm EST Live on X
3:00pm EST Live on @Pumpfun
We will also be doing giveaways!
Tune in tomorrow!
https://t.co/TAr6u8U3E2