general kanki

bismillah

[Nathan @nathan_liow]

final killcams on MW2 had slomo

imagine the same slomo feature on your trades at pivotal moments. increase the candle granularity to 1 minute to focus on certain events

this is Frank's $CATE trade with slomo applied

[Nathan @nathan_liow]

I built Trickshot over the weekend, a tool that lets you rewatch your best plays.

Trenching has always felt like a game, and pnl cards are just the leaderboard at the end of the match. But it doesn’t show the drawdowns you had to hold through or the euphoric green candles you TPed on.

This is @MINHxDYNASTY's house-making trade on solana:ApZuxdpzMrbEYTGEzeY9afh5pj9d6qPRJCTgQYiipbKg

Built only with Helius.

Check out some demo tokens I’ve indexed on the site: https://t.co/6x9LWyYRbm

[chjokka @chjokka]

my favourite strategy is finding the most interesting thing happening on a chain, and hold that until it's not the most interesting thing on the chain anymore

Robinhood -> $NET
Solana -> solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx

these two are the most obvious ones for me with the numbers that they're generating right now + everything that they confirmed/hinted on that's coming

[neetguy @theneetguy]

POV: My bloodline cheering me on as I fullport neet coin in efforts of never working a soul sucking 9-5 again

[winiam @winiam4444]

@RobinhoodCrypto chain list of projects (no memes) in no particular order.

$PONS ( @ponsdotfamily ) - Launch and trade tokens on Robinhood Chain.

$AI ( @ArtificiallyInu ) - AI trades against tokenized $NVDA. Every buy routes 80% of fees in NVDA to the community vault. Every sell routes 50% of fees in AI to burn and 50% of fees in AI to lock.

$MOTION ( @motiontip ) - TipFi on RobinHood Chain. Post, get scored, burn MOTION, earn Tip Credit, Tip creators, receive MOTION on X profile, claim MOTION with wallet.

$GWOOD ( @GwoodFinance ) - Self-custody neobank on Robinhood Chain leveraging tokenized stocks. Earn yield (7% APY), every purchase on the Greenwood Stockback card pays fractional tokenized shares, borrow against your portfolio.

$DELTA ( @deltaliquidity ) - Liquidity infrastructure. Earn fees through providing liquidity in token pools or create LP positions directly.

$VEX ( @ProjectVEXai ) - Self-custodial, autonomous on-chain crypto trading agent that runs on your own machine. Research markets, reason strategies, propose actions. Enforce your own rules, every action must pass checks and your approval. Or run it for longer within the limits you set.

$STACK ( @StackersXYZ) - Tied to Stackers, a 3,000 piece NFT collection on Robinhood Chain. A Stacker collects tokenized stocks or any coin on RH Chain, chosen by the owner, paid for by STACK trading fees. Assets live in the NFT and go with it if you sell.

$HOOKR ( @NodarJ ) - Uniswap v4 hook launchpad and marketplace on Robinhood Chain. Market mechanics as the main value. Decide swap rules, publish as blueprint, earn royalty when used.

$RAXOL ( @axol_io ) - Agent runtime for on-chain commerce. Each agent is a supervised process with its own wallet. Transactions only happen within limits set and signed by a human.

$PROLOGUE ( @fablesfi ) - DEX built on Uniswap v4. They design and attach a hook with custom logic (improved fee structure / yields) to a LP and you provide liquidity.

$KARMA ( @KarmaWallet ) - Self-custodial crypto app. Trade (Solana, Base, Ethereum, RH Chain), spend (VISA), bank accounts, SocialFi (share trades, leaderboards, profiles).

$GRID ( @grid_arena ) - On-chain prediction arena for stocks and tokens. 24/7. Predict on the grid where the price will come and receive payout.

$INJOH ( @SinjohDeFi ) - DeFi platform building custom token launch protocols for RH tokens. Fee routers, airdrop distribution, raffle rewards, liquidity management, treasury vaults and funding bands (pre-allocated token selling at a set market cap)

$BLEP ( @bleeep_xyz ) - Verifiable agent layer for performance driven trading. Agent locks decisions on-chain. Anyone can check the record.

$WALL3 ( @Wall3_RL ) - Strategy layer for agentic finance. AI agent (Wall3 Agent) with institutional macro research behind it. Live signals and specialist analyst agents. Token-gated. Ask anything about markets.

$VANTIS ( @vantis_ai ) - AI Software ‘’factory’’. Creates many different small AI tools and apps. Continuously making and improving new ones. Hold the token, get access to all the tools.

$QUOTIENT ( @QuotientHQ ) - Forecasting intelligence for prediction markets and perps. Find mispriced markets and trading opportunities. It classifies, maps, researches, builds scenarios and produces the forecast.

$website ( @notawebsite_rh ) - Tokenized, ownable ad spaces. Lets developers tokenize app or website elements. Their ‘’website’’ is the best example. You can rent or buy. Being bought out, returns you 1.15x, at the price of 1.4x.

$PRISM ( @prismassets ) - Marketplace for buying, selling and tokenizing RWA’s using AI. Including, stocks, treasuries, gold & metals, real estate, private credit, art, collectibles, carbon and music royalties. With a tokenization launchpad coming up soon. 1186 verified tokenized assets, from 31 issuers. $12.85B in tracked value across 17 networks.

$SESTRI ( @Sestri_xyz ) - On-chain protocol for gamified financial products on Robinhood Chain. The first product is Squads, where you pick stocks daily. Releasing new products every few weeks. Also offering up to 1000x leverage on Robinhood Chain equities.

$GTR ( @tradeongtr ) - Social trading platform to trade perps, stocks, ,RWAs, memes & prediction markets. Create or join a clan and invite friends. Clan owners earn 25% of trading fees from members. Leaderboards, copy trades, execute as a group.

$BOW ( @longbowlend ) - Lending protocol on Robinhood Chain. Deposit USDG and earn yield. LEnd USDG and borrow or leverage against tokenized stocks, NFTs, RWAs and memes.

$LOCK ( @HoodLockRH ) - Trustless, on-chain token management. Lock tokens, vesting, burns, airdrops, LP and staking.

$WRKR ( @wrkrdev ) - Persistent, visible cloud computer for vibe coders. Real Linux desktop, streamed to your Mac or browser. Built so AI can autonomously build, run and ship applications without having to manage multiple separate services such as hasting, email, background jobs, storage and more.

$EARN ( @EARNONHOOD ) - DeFi protocol generating real yield on tokenized stocks and RWAs. With automated liquidity vaults and agent managed strategies on Uniswap v4.

$FLR ( @Floor_fi ) - Creating stock-backed floors for tokens on Robinhood Chain. Fees from FLR buy tokenized equities and assets. Results in a rising, asset-backed floor that prevents the price from falling through.

[Solana @solana]

@LaunchOnSF Stocks on Solana.

[Frank @frankdegods]

this old plumber actually had some good advice

[goodalexander @goodalexander]

My take on society and crypto is really simple. If you have societal level investment, you are accountable for societal level returns. Things are not getting better.

We said we have "AI warfare". We are locked in a stalemate with a 3rd world dictatorship who closed the Strait of Hormuz. We were having debates on autonomous weapons.

Tell Claude to Open the Strait. He's tired. He needs a nap. His safety settings won't allow him to. But trust me, he could. We're too ethical to let him. Sure.

Every airline invested maximally in software automation. And more recently AI support. The airports are more poorly run. The flights don't leave on time.

Uber maxed out its Anthropic spend. Countless apps did the same. The apps are not better despite the investment. They go down in prod all the time.

People think GDP is going to grow 4.4% per Patrick Collison's survey. I think it will grow about 2%. Anthropic points to high ARR. I think most of that will churn to lower cost models.

What will happen next is AI labs will point to unfalsifiable bull cases, similarly to Elon pointing to Data Centers in Space. "Do you know how big the sun is? That's the TAM of Spacex". Similarly - the de-facto Anthropic/OpenAI bull case will be "biological advancement". This both seems like you're curing cancer. At the same time as creating a legislative emergency.

"Open source models need to be banned to prevent another COVID". That is the planned narrative and always has been.

I don't know if Chinese Open Source models will be banned. I think, probably, if it starts looking like China is competing with ASML and Nvidia. But then, of course, it will be too late.

Less ambiguous. There will be a surge in the American Left.

My basic thesis is about religion. Because Dario and his Cabal will push too hard on Transhumanism, with biological vaccines. It will alienate the Christian right. "You're playing god with the human genome." Once the Christian right is alienated, Roe v Wade doesn't really work

You don't need the profound story to play out. Inflation is high. Trump violated his campaign promises. He said no wars. We are at war. He's visibly declining. You think Thiel is staking out Argentina because he thinks we're getting President Vance?

A bit on bio advancement. Some of it might be real. But getting drugs into production is hard. We don't know what a bio utopia looks like. What if it's personalized medicine? A treatment just for you. Who do you test it on? Do you need synthetic humans? Do you know how to underwrite that. I don't. We're already facing a huge lab monkey shortage. It will get worse.

I'm not saying AI can't develop drugs. I'm saying that it might take years longer than data center investment cycles for that to translate into meaningful revenue required for justifying societal scale investment.

And it's not all curing cancer.

At first AI results in huge amounts of hacking. But soon enough it results in perfect code. On all public protocols. Darwinian evolution of all Open Source tech. Do you trust the dev team at SUI more or the Bank of Hawaii's cracked team? The market is betting the ranch on the back office IT departments of regional banks to keep money safe.

It will be a fucking nightmare of hacking that's already here in crypto and will hit every other sector regardless of open source AI bans.

At the same time, once it's clear that AI investments aren't turbo charging corporate earnings. Stocks will start to drop. More addictive use cases of AI will be deployed at scale.

Incentivized gambling. Pornography. Enhancements to the algorithm. Better video games. Video game companies have been memory constrained due to corporate use cases. Once companies stop being rewarded for spending 1/2 their R&D budget on tokens, compute frees up for video.

These addictive use cases: roleplaying, personalized worlds - will hit productivity further.

White collar workers will become more cooked. Big Tech firms are already hiring way less Gen Z workers. Many overly AI reliant kids can't do basic analysis. Maybe it's because covid messed everyone up. Who knows. The 'silver lining' of AI will be that it'll get good enough to replace a lot of white collar jobs. But the resulting performance will be kind of at par with the last generation of coherent people.

So you'd rather hire Claude than a zoomer. But it will also kind of suck. But it's not like there will be zero ROI. There is $16.6 T of payroll. 10% will get cut. $1.6T of 'savings'. It won't be good for consumption.

By the time it is clear that GDP won't accelerate, the bond market will start to go into free fall. The Fed will act. This will cause Gold to rip, getting the ultra rich thinking about capital flight.

Meanwhile - we have a boom in on-chain tokenization. And it's not just "hey look there's an asset on a blockchain nobody users". The majority of the top 15 perps on Hyperliquid are stocks. Centralized exchanges are seeing booming volumes. The US government has repeatedly stated it wants more USD stablecoins.

And the primary use case (at least by profit if not by transaction volume) of USD stablecoins is as collateral for perpetual swaps.

This is rational. During periods of high inflation and debt uncertainty, backstopping large buyers of US treasuries such as Tether is smart. This push towards stablecoins will undermine the perceived sovereignty of Europe, who will develop CBDCs to compete in digital payments. AI coding will speed up CBDCs. The Norgesbank is vibe coding a CBDC right now. Claude is on the commits which are pouring in each day.

CBDCs are unpopular right now because they put the government directly in charge of credit. Who are we kidding. The government is, and has been the lender of first resort since 2008. SVB was part 1 of the mask coming off. The narrative will be that regional banks are no longer suited for the AI economy.

Once CBDCs launch there will be a second wave of tokenization. Right now it's a US phenomenon. But the US is ironically not the biggest beneficiary of tokenization because we have such liquid equity capital markets. Due to the mundane reason that it's efficient to move corporate finance on-chain. Fixed income will find its way onto mirrored assets on public chains.

Foreign exchange is one of the largest retail markets on earth. There are virtually no non USD stables. That will change. Then there will be big, liquid FX markets and fixed income markets traded with leverage and looped on chain. Tokenized equities do not offer a much better UX than stocks on IBKR. Tokenized debt will be vastly better in terms of capital efficiency and UX.

Corporate debt - I'd argue, is the single worst UX in all of finance.

So what do I think is going to happen:

Hopes will be crushed. The fiscal problems associated with surging yields will become front in center just as it becomes clear that the plan for dealing with them is not AGI but rather asset confiscation. Capital flight will accelerate.

At the same time, unlike previous crypto bull runs - there will be a lot of corporate PMF that will drive fees across on-chain ecosystems, and improving tech that has been battle hardened from years of AI onslaughts just as the rest of the world is just realizing that all the encryption problems in crypto are problems everywhere else too

Countries like Singapore, the UAE and Switzerland will capitalize on regulated trading of bearer assets. Capital will flow to these places both because of laws, and high personal safety risks associated with these things.

Stocks are at parabolic highs versus crypto. The things I am saying are far from consensus.

Right now, people view crypto as a failed financial Stanford Prison Experiment. Trad VCs ask for restructurings or to remove crypto investors from your cap tables. Even the big ones. There's public shaming.

Most people have quit the space. One investor reached out to me. He seemed surprised I was still grinding. I guess everyone else spent investor money, checked out, rugged, or pivoted to AI.

It's obviously not easy seeing your friends get rich. People around you questioning your sanity. "Believe in something" is what they used to say. Yea man. I'm not here because I believe. I'm here because I don't have faith in a failed system run by criminals.

Metastasized discontent congealing into red candles.

Faithless stares. Monotonous code reviews. Years of opportunity cost

Nihilists who sold their dreams for bags of currency representing a system they despite that will never accept them no matter how many 'pivots' they have

For me - it's just back to 2 simple questions.

Question 1: We invested awesome amounts of money. Is everything awesome as a result?

Question 2: Do you think the system that elevated Jeffrey Epstein to the pinnacle of society is going to let you become an immortal because of AI generated bio therapeutics?

I know my answers. And I act accordingly. Do you?

[R💫WDY @RowdyCrypto]

the life you want will cost you the life you have. but is it really a risk if your risking a life you didn't want anyways?

the law of equivalent exchange states humankind cannot gain anything without first giving something in return, and to obtain something, an item of equal value must be lost or sacrificed

are you willing to pay the price?

you cannot expect different results doing the same thing, but if you aren't satisfied with your current lifepath, your only getting older, you must change today

you cannot build a new life while constantly holding onto the old one. it means choosing discipline when comfort is easier, working when nobody is watching, and establishing habits that extrapolate your upside while limiting your downside creating higher floors

otherwise a few years down the line, you will reflect on how you were NOT willing to pay the price, and your biggest regret will be never trying💫

[@aaronjmars @aaronjmars]

stock pairings for token launches are game-changing, but not in the way you think

most stock-paired tokens right now are memes

a memecoin paired to nvidia is arbitrary, good meme for a few days but thats all. a startup paired to nvidia isn't.

investors get sector beta + team execution in one liquid position

and if you're building AI infra, your costs are priced off nvidia. raising in USDC means you're short your own input costs for two years. raising in NVDAx means runway that hedges itself.

bullish on that vertical

[Frank @frankdegods]

in this era of public wallets

the best way to avoid being farmed is to understand the different types of doxxed wallets

only 3 reasons to track popular wallets:

1. frontrunning future tweets
-if a KOL regularly posts about coins they are in
-front run future demand generated by future tweets

risk: they don't tweet/they sell

2. finding good coins early
-if a wallet regularly buys coins early (before consensus)
-quickly research what they bought
-decide if good or bad

risk: these wallets lose more than they win, the wins are just very big

3. dormant/outlier activity
-if a profitable, inactive wallet buys something
-higher likelihood of ceiling breaking/outlier outcome

risk: they are gambling/have no alpha

for every wallet you track, ask which category they fall into. each has it's own risks. hope this helps.

[Levis💎 @LevisNFT]

This is so sad lol

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

i tried telling you that Robinhood Chain is where the action will be this new cycle

many tried to shout me down

so i'll say it again:

Robinhood Chain is to this cycle what Solana was to the last cycle, and what ETH was to the cycle before that

the amount of opportunity popping up on Robinhood Chain right now

from memecoins to NFTs to utility plays

is unlike anything we've seen in the trenches in almost 2 years

fade Robinhood Chain at your own peril

[cryptic @crypticd22]

Alpha compilation of trading tips

[Unipcs (aka 'Bonk Guy') 🎒 @theunipcs]

believe it or not

Robinhood is this cycle what Solana was last cycle

and what Ethereum was the cycle before

it's okay if you don't get it yet

you'll get it in due time!

[ika @ika_xbt]

Monday ritual for the bull run

1. Listen to all of @MCGlive’s streams from last week.
2. Catch all of @RickCrosschain’s alphas during @ggdotxyz interviews.
3. Run through all of @greenytrades’ streams at @MktMates and trade ideas.
4. Check all the replays from @modernmarket_.
5. Then see what @blknoiz06 had to say on @MarketBubble,
6. What @notthreadguy is excited about on @counterpartytv,
7. and finish the session with the @KrutzkyTrades podcast and @fomohour clips

Omg I’m already tired 😭

tldr: there’s so much good content on the timeline right now it’s actually insane.

[ManaMoon @ManaMoonNFT]

Probably the funniest coin I been in

After buying a bunch of fakes that went to 0, I bought the real one before the dev even bought

He froze the token for trading at 15k mcap and bought 7% on dev wallet, then unfroze it like 10 mins later

Definition of sneaking in the bundle

[Standart비트코인 @StandartXBT]

while pumpfun buying @fomo traders - there is 3d player in the room (which took best from both)

its @trenches which is not only launchpad with @X-linked identities itself but also is a rail - launchpad-as-a-service. the launch expected to be on 10th august. and ofc i delved deeper

so with just an oauth any app can become a trench frontend (which is a good deal for apps with users - wallets, terminals, bots, etc)

> launch a coin + first-buy in the same tx
> buy, sell and vote from the user’s delegated wallet
> route bonding-curve trades to @Raydium after migration
> no per-trade wallet popup once 1-click trading is approved
> no sandbox
> basic apps hit real mainnet with no default trade or daily volume cap

the launchpad rules are already wired

> one wallet per X account
> 2.5% max pre-bond position
> no public trading in block 0
> one deploy every 60 seconds
> holders vote on token metadata
> $10k worth of solana:So11111111111111111111111111111111111111112 to bond
> 1% pre-bond fee split between protocol, creator and trader cashback

since august 4 I found at least:

> 21 token launches
> 100 buys
> 43 sells
> 4.303 SOL in gross volume
> real cashback claims
> a governance proposal, vote and settlement
> 5 creator wallets behind most of it

there is a hidden https://t.co/N0IdXH2FQ0 page which dedicated to $TRENCH. tldr:

> every 1 SOL of volume earns 1 Star
> if the product survives its first month, $TRENCH launches in september
> the large majority of supply goes to users
> future revenue funds buybacks and burns

so 10th looks to be the day when trenches gonna fly

[​𝐥𝐲𝐫𝐚 @sunnkssdseraph]

People who spend long periods of time at home and slowly lose the desire to go outside often think they're just resting. But psychologically, many of them are experiencing something called mental rumination. It's a state where the brain starts slowing down while the number of thoughts inside keeps increasing and the motivation to do anything slowly disappears. The mind gets stuck in the past, worries about the future and burns itself out. This isn't laziness, it's a nervous system stuck in survival mode. And the longer it lasts, the more distant normal life begins to feel. And the difficult part is that you usually can't escape it through one massive burst of motivation. And sometimes,recovery starts with just one small step.

[Miyamoto 🐂🀄️ @iruletrenches]

.@Uniswap is the biggest protocol in crypto, and now it has its own launchpad.

their og little possum memecoin, aka official « positions manager », literally embdedded in their uniswap contract code is now brought to life on their uniswap launchpad @TradePools, sitting at a 600k market cap. OG defi whale from 2021 aped yesterday.

do people really think the uniswap launchpad won’t produce 8-9 fig runners when every smaller, inferior launchpad has done it?