'zala

all about crypto | delusional bull | started in bitcoin but ended in memecoins 😎

[DAN KOE @thedankoe]

The average person does not try to solve their problems or struggles. They get stuck in a routine and live the same day over and over. It does not cross their minds to snap out of it, engage in strategic thinking, and change direction so they can eventually reach a more advantageous position in life.

If you want to get ahead of 90% of people, all you have to do is pause, think, and actually attempt to overcome the struggle you're faced with.

[The White Whale @WhiteWhaleLabs]

Almost every day, I see someone on the TL writing:

“I fumbled X amount of dollars in crypto. I’m not sure if I’ll ever make it back.”

You didn’t fumble.

You were harvested.

Financial markets are one giant battlefield. There are predators, and there are prey.

The longer I am in this space, the more firmly planted I become in my belief that the only way to succeed long-term is to study the Apex Predator.

Learn to think like your enemy so you can move in harmony with them rather than becoming their liquidity.

Here are a few questions I ask every time I examine a potential trade setup:

Who benefits from the current price action?
Where is the largest concentration of prey - liquidations, trapped traders, or obvious positioning?
Is the objective pain, fear, confusion, or euphoria?
If you were the apex predator, where would you strike, and why?

Once a setup passes those initial filters, I run it through an Apex ROI and Narrative Checkpoint:

Capital Extraction Efficiency: Is there enough trapped capital to justify the move?

Narrative Preservation Cost: Would the move damage confidence in the broader bullish or bearish structure?

Cycle Timing Alignment: Does the move support the timing of the next major leg or reversal?

Fresh Capital Magnetism: Would the move attract sidelined capital or repel it?

The goal is not to predict every candle.

The goal is to understand who is hunting, where the prey is gathered, and what outcome extracts the most value while preserving the larger game for the next round of prey to enter.

Stop asking yourself what the market will do.

Start asking what the Apex Predator needs it to do.

🫡 From the depths —
The White Whale 🐋

[DAN KOE @thedankoe]

If you even slightly entertain the thought of failure, you give your mind a chance to start noticing reasons to fail. But if the only option on your mind is to win, then the world seems to conspire in your favor, because your mind will notice opportunities it wouldn't have before. Become delusionally optimistic, not because it's realistic, but because it's effective. It drastically increases your chances of success.

[Innerdevcrypto @Innerdevcrypto]

How many in the new generation of young traders ruin their lives:

1: someone gets interested in trading
2: gets better at trading
3: is honest and dedicates serious time to getting even better using resources other & better traders have shared
4: earn some money
5: ego starts going out of control
6: posts picture of a car or house or property on X or instagram which is not even their own (yet)
7: starts teaching others how to trade while not even being a millionaire yet
8: reveals face making youtube or instagram or tiktok videos so now at threat of kidnapping or abduction for rest of life. This is the biggest mistake many make
9: starts monetizing social media accounts
10: ego is now completely out of control

lessons in there:
- stay anonymous
- do not teach others unless you made serious money yourself first
- look in the mirror when ego goes of control

and most importantly: do not trust any of these young kids that claim to be so good at trading, mark my words, most have basically no money, live of their social media accounts engagement income, and are deep down miserable human beings that spend way too much time behind a screen

[Ansem 🐂🀄️ @blknoiz06]

the BIGGEST advice for anybody entering their first crypto cycle:

60-70% majors you can hold 6-12 months+: BTC, ETH, SOL, HYPE. add accumulation on a schedule, don't watch it

30-40% degen: onchain, momentum, perps. short timeframe stuff

and JOURNAL every trade. thesis + invalidations, written down. it's how i got good in 2020-2021 - my X is living proof of that

[asparagoid @asparagoid]

This post is for young men. As a 57 year old guy who has dated a lot of beautiful women over the past 40 years, here are my top 3 tips when it comes to choosing a woman:

- The #1 most important quality in a woman is the capacity to let go. Choose a girl you can emotionally reset instantly with a hug, a kiss on the forehead, or sex. The quicker you can flip her from a bad mood to neutral/happy, the easier she will be to deal with in a long term relationship. The opposite of this is girls who carry around resentment. Their inability to be in the present moment with you without replaying past hurts in their minds will gradually kill the relationship. The worst thing in the world is being with a woman who resents you. But always remember that many women resent by nature. If she can shift or let go or forgive quickly, the relationship will have a ground of peace

- Choose orgasmic women. There's a massive correlation between how orgasmic a woman is and how easy to deal with she is in general. You can look at this through many lenses, from the amount of tension/stress she carries, to Reichs theories of armoring and orgiastic potential, to anything else. It doesn't matter really, it's just true. If she struggles to orgasm, she will also struggle to receive or appreciate you in all ways. Also, the lack of regular deep orgasms means her nervous system remains stuck and never truly resets deeply. A lot of men put this burden on themselves. But the truth is you can do exactly the same thing with 2 different girls. The first can have 3 intense orgasms just from penetration and the second can have zero. Don't struggle and become responsible for something that was never your problem. Pick a girl whose body can receive you and her mind will too

- Choose infinitely flexible women. She should be happy to live with you anywhere, in almost any living situation. The important thing is that she identifies, at the deepest level, that you are her home. Not a place, not a specific environment. You. The more she grasps this intuitively, the less she will be fixated on less important attachments and materialistic nonsense in her mind, and again, the easier she will be to deal with, the less hard you will need to work to satisfy her arbitrary mental expectations, and consequently the faster you can make her the mother of your children. There's nothing more romantic than a girl telling you "I don't care where in the world we are, I just want to be with you"

Women with these 3 qualities are usually great and marryable. And you'll know it pretty fast. Likewise, the lack of these qualities signals great danger

Good luck!

[Kimi.ai @Kimi_Moonshot]

Feeling all the love for Kimi K3 already. Here are some of the amazing things people have been building with it. Enjoy K3.

[CyrilXBT @cyrilXBT]

MARC ANDREESSEN WENT ON ROGAN FOR OVER 3 HOURS. HERE ARE THE 17 THINGS WORTH YOUR ATTENTION.

1. AGI is already here, in his view. He says the line got crossed about 3 months ago with GPT-5.5, Claude 4.6, Gemini 3, and Grok 4.3, and nobody noticed because the field moves too fast to register milestones anymore.

2. For almost any topic, he says the top models now give him better answers than the world-class experts he could call by phone, and he can call almost anyone. Worth noting he has not published data behind this, and a separate Nature Medicine study on a comparable AI health tool found it missed real emergencies more than half the time. Take the claim seriously, verify it yourself.

3. His claim on doctors: they are already using ChatGPT in the exam room, typing your symptoms in the moment you stop talking. His actual quote: "at that point you're asking the question of like, what do I need you for."

4. Reportedly, when AI declines to answer something, he tells it he's writing a novel to get past the refusal.

5. Reportedly, his technique for hard topics is escalating simplicity: explain it like I'm 10, then 5, then 2, until it clicks.

6. Reportedly, instead of asking for the "right" answer, he has the AI steelman both sides of a hard question, then decides himself.

7. Reportedly, for big questions he has the AI role-play a panel of experts arguing with each other.

8. His broader point: the moment you think "I don't know how to figure this out" is exactly when most people give up, and exactly when you should open the AI instead.

9. His view: the only real skill left is knowing what to ask. The bottleneck is in your head, not the model.

10. He describes sending AI photos, rashes, blood tests, for a fast second opinion, since current models read images directly.

11. He points to CBT as the one clinically proven therapy type that AI can plausibly deliver on its own, meaning real therapeutic support becomes freely available at scale.

12. He cites AI cracking previously unsolved math problems, with early signs of the same happening in physics, chemistry, and biology.

13. Reportedly, he claims the top AI coders in Silicon Valley now earn as much as $50 million a year, which he uses as a signal of how large this shift actually is.

14. Reportedly, a friend paid to sequence his own DNA, fed it to an AI along with blood work and wearable data, and got back a working health dashboard.

15. Reportedly, another friend set up cameras in his home jiu-jitsu gym so AI could review his sparring and give him technique notes.

16. He coined the term "AI vampire" for the pattern of people working more and sleeping less because AI keeps making more output possible, a real term he used, though the framing around it varies by account.

17. His extrapolation: one person eventually running many AI coding agents, each reviewing the others, describing this as close, not years out.

Watch the full interview before treating any single number as settled. Several of these are Andreessen's stated views and anecdotes, not independently verified facts.

Follow @cyrilXBT for every AI insight worth your attention the moment it surfaces.

[Doctor Profit 🇨🇭 @DrProfitCrypto]

$BTC: Report of the Century:

Today I am making one of the biggest announcements since I sold the top in September 2025. I am taking profit on every single crypto short. The Bitcoin short built between $115,000 and $125,000 is closed now with a gigantic gain. The $80,500 short, built between $79,000 and $82,000, is closed with another massive profit. The 100+ altcoin shorts I opened over the last several months are also closed, locking in another enormous win on top. The time of drinking tea is over. Congratulations to everyone who ignored the noise, trusted the framework and followed me from September 2025 until today.

Buying Bitcoin Spot:

For the first time since September 2025, I am buying Bitcoin spot again. Today, I entered at $64,000 for the absolute long term. For the first time since 9 Months I am buying Bitcoin for the long term! It is the beginning of a structured accumulation strategy, and I will execute it with the same discipline that allowed me to sell the top.

The Accumulation Strategy

Everyone who followed my strategy at $115,000–$125,000 remembers exactly how it worked. Every day Bitcoin traded inside that zone, I sold 10% of my spot position and added shorts. I did not care whether BTC was at $116,000, $120,000 or $124,000. Now I am doing the exact same thing in reverse. Every day Bitcoin remains between $54,000 and $64,000, I will buy 5% of my allocated capital in spot Bitcoin. Not 10% this time, but 5%, because I want to spread the accumulation across a wider period! If Bitcoin stays at $62,000, I buy. If it falls to $58,000, I buy. If it drops to $56,000, I buy. If it wicks into $54,000, I become more aggressive. If it returns to $64,000, I still buy. As long as Bitcoin remains inside this zone of 54-64k I am buying every day with 5% of my entire capital limited to 20 days.

The Technical Zone and Sentiment Shift

The legendary weekly MA200 sits in this region and is now being tested from below. Bitcoin already reached the lower section of this area last week. The top of the 2024 consolidation box also aligns with it. More importantly, sentiment has completely flipped. And I need to say, there are more bears, much more bears than bulls outside, and I dislike being one of many. The same people who were screaming for $150,000 at the top are now desperately waiting for $40,000. X is flooded with targets of $50,000, $45,000, $42,000 and $38,000. Retail is once again standing on one side of the boat, convinced the market owes them the perfect entry.

Front-Running the Herd

Since I announced the 50-40k region as my deeper bear-market target, most of crypto X has copied the same narrative. They copied everything, The market is not blind. The market knows retail is sitting in cash waiting below $50,000. They know people are terrified to buy at $64,000 because they have convinced themselves they will receive Bitcoin at $40,000. I am not going to stand behind the herd and beg the market for the same price as everyone else. I am front-running them. And the next that is following is also going to increase the price and so on, and the chain will be continued and those who are waiting for lower can stay there waiting forever.

Just because the four-year cycle worked at the top does not mean it will work at the bottom. Right now, everyone is waiting for September or October as if the market has already programmed the bottom into the calendar. Do you understand how insane that is? Ask anyone when they plan to buy and they will tell you September or October. Ask them why and they will repeat the same answer: because of the four-year cycle. That is the 1+1 herd behavior. What if the real cycle is not exactly four years? What if it is three years and nine or ten months? What if the market bottoms before the date the entire crowd is waiting for? Bulls are waiting, bears are waiting, and everyone is using the same indicator to justify the same timing. That alone shold cause panic to all waiting for the 4 years cycle to happen. Markets do not reward the masses for memorizing a calendar. I am betting against the four-year-cycle bottom. It is not happening. The bottom comes earlier.

The Structural Shift Around Bitcoin

The deeper reason for the change is not technical. It is structural. The environment around Bitcoin is shifting at a speed most people still do not understand. Regulatory clarity, tokenization infrastructure and institutional adoption are all moving forward at the same time, and the legal framework being built right now has the potential to unlock trillions of dollars of institutional capital that has been sitting on the sidelines or parked in the stock market waiting for certainty. Combine that with Coinbase's institutional buildout and BlackRock's fully operational ETF ecosystem, and we are no longer looking at the same Bitcoin market that existed six months ago. The CLARITY Act could go through on August 10 depending on the Senate, and that is not a small event. There is a reason the entire world is now racing to regulate crypto with full speed.

BlackRock, Vanguard, JPMorgan, Goldman Sachs and the New York Stock Exchange are already inside the DTCC live tokenization pilot. Microsoft shares, SPY, QQQ and US Treasuries are being tested as tokenized securities right now, with the official launch planned for October. Stocks, ETFs and Treasuries are moving on-chain, and the largest institutions in the world are adopting blockchain rails while retail is still debating whether the bear market is over. On top of that, Citadel just invested $400 million directly into https://t.co/R0aEy9w9Rx at a $20 billion valuation. The biggest players are deploying capital now, at scale, before the crowd understands what is happening. The infrastructure is being built directly in front of everyone, and I move my capital when the biggest capital in the world starts moving, not after

In Regards of the Stock Market Crash:

I am keeping every single SP500 short open. Bitcoin and the stock market are not the same trade, and they are not at the same point in their cycle. The crypto bear market began in October 2025 and continued for nine months while the stock market refused to fall. Bitcoin dropped 52% from 125k to 60k. In the same window the SP500 made new all-time highs. Crypto has already been repriced while stocks remain over valued. Therefore there is a very high probability that the Crypto Market will benefit from a Stock Market crash, as profits will move from over valued assets into under valued assets, and in times of Tokenization Hype, Stablecoin talk and the Clarity Act, these funds will very likely move into the Crypto Market.

One More Thing: I called 40-50k as the target and I was clear about it, I called 60k when Bitcoin was at 120k, and at 60k I said 40-50k is coming, But when the entire crowd on X starts waiting for the exact same level, the market almost never delivers it. Six months ago nobody was calling for sub-50k. Today every single account is. That is exactly when the target gets taken off the table. I now believe we will not see 40-50k at all this cycle. The setup that would have delivered that level is dissolving in front of the tokenization revolution, the CLARITY Act, and the biggest capital in the world moving in. Changing my view when the facts change is what a good trader should do. It is exactly why I made massive profits shorting from 120k, and it is why I am accumulating now while others are still waiting for a bottom that will not come the way they want it.

That is why I am buying now. The crowd has become aggressively bearish and the conditions required for a much deeper collapse are beginning to weaken in front of the regulatory and tokenization revolution. I would rather begin building a position before the crowd understands the shift than chase Bitcoin after confirmation at much higher prices. Buy earlier before the mass starts to understand.

[Alex Becker 🍊🏆🥇 @ZssBecker]

I truly don't understand how Anthropic and Open AI don't go to zero.

They spend tens of billions training models...

That are then replicated for 1/8th the price 1.5 months after. They have zero moat.

Fable was supposed to be a breakthrough, now discount China models beat it.

[Arena.ai @arena]

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

[Kimi.ai @Kimi_Moonshot]

Meet Kimi K3

[Naval @naval]

Existence itself is a miracle - the rest is science.

There is no single meaning to existence - if there were, we’d be slaves to it.

Within existence, there are rules of logic and science. If it was magic, the world would be un-navigable.

Truly the best of all possible worlds.

[Miles Deutscher @milesdeutscher]

I still think Hermes agent is the most slept-on AI tool of 2026.

For literally $6/mo, you can launch multiple subagents that work for you 24/7.

Most people don't know you can do this, but it's a complete game-changer.

Instead of one Hermes assistant doing everything sequentially, you run specialized agents in parallel, each with its own job, its own context, and its own memory.

Practical example:

→ Research agent: scans your watchlist and competitors overnight, delivers a morning brief
→ Content agent: drafts and schedules your posts based on what's trending in your niche
→ Ops agent: manages your inbox, flags anything urgent, drafts replies for your review

All three can run simultaneously and improve over time.

How to start:

1. Install Hermes

Terminal command:

curl -fsSL https://t.co/VjaSh2SnRm | bash

(can also download desktop)

2. Prompting

Simply tell Hermes directly: "I want to run separate subagents for [task 1], [task 2], and [task 3]. Set them up to run independently and report back to me."

For the cheapest setup, you can use a $4/month VPS with Hostinger, plug in DeepSeek V4 Flash as your default model.

There isn't another AI tool with this much value in 2026. Hermes is still so underrated.

[Axel Bitblaze 🪓 @Axel_bitblaze69]

ZachXBT on TG just said all hardware wallets are garbage and using a separate iPhone is safer..

i agree with the main lesson.. but a separate iPhone alone still leaves you with one device and one seed as the single point of failure.

for serious funds, this is the exact setup i would recommend:

1) Create 3 completely fresh signer wallets

- signer 1: dedicated iPhone
- signer 2: separate phone or hardware wallet
- signer 3: backup device stored somewhere else
never use your everyday wallet as a signer.

2) Lock down the dedicated iPhone

- no SIM
- no email, Telegram or social apps
- no random browsing
- install only the official wallet app
- use a strong passcode and Face ID
- enable Stolen Device Protection
- use it only when you need to sign

write the recovery phrase on paper or steel and store it offline.

never screenshot it, save it in Notes, upload it to iCloud or type it into any website.

3) Create a 2-of-3 Safe multisig

manually visit https://t.co/IGT5JzXeF3, choose the correct network and add the 3 public wallet addresses as signers.

set the threshold to 2 out of 3.

this means any transaction needs approval from 2 separate devices before funds can move..

you only add the public addresses. Safe will never need your seed phrases or private keys..

4) Test everything first

send a very small amount to the Safe.
then try sending it back by approving the transaction from 2 different signers.

only move serious funds after you know the entire setup and recovery process works.

5) Move the remaining funds in batches

don’t transfer your whole portfolio in one transaction.

send a small batch, confirm it arrived on the correct network and then continue.

6) Treat the Safe like a vault

don’t use it for random mints, airdrops or unknown dApps.

use a separate spending wallet for daily activity and keep only the amount you can afford to lose there.

before approving anything, verify the network, token, amount and receiving address on both signer devices.

@zachxbt

[Bober_smart @Bober_smart]

https://t.co/p4teS18nnJ

[DAN KOE @thedankoe]

https://t.co/E111udBFTy

[Mufasa @mufvza]

https://t.co/g8m6E1vIX9

[Alex Becker 🍊🏆🥇 @ZssBecker]

Your brain is hostage. Your entire personality is hostage.

You cannot grasp how much better your life will become if you stop watching TV, using social media and all overstimulation.

Reduce your activities to only:
-Work
-Reading (fiction is fine)
-Exercise
-Low-stimulation creative hobbies (guitar, writing, etc.)
-Direct human interaction

No scrolling. No TV. No drinking. No video games.
Intentional. Purposeful. Boredom.

Through this boredom your brain will reach absurd clarity. Left alone, this clarity will turn towards things that improve your life. Those things will become addictively fun.

Here are two simple ways to test yourself.
A) Crack open a fiction novel. A good one, so you have no excuses. Can you sit and read for an hour straight?

95% of people cannot do this.

B) During the day, measure how much time you spend doing nothing.

If you are like most people, there is not a single moment where you sit with your thoughts. Zero moments where you allow yourself to be bored. Every empty moment is filled with a screen/some form of stimulation.

If you can't do A...And B is out of control...The solution is to simply...Start practicing both.

Drop all the overstimulation. Give yourself only 4 options.

Work
Read
Exercise
Sit and be bored

That's it.

You will be shocked how easy 1, 2 and 3 become when you don't give your brain any other option.

Even better...You will notice your personality and creativity returns...that vibe you had when you were a kid...when you allow your brain to just sit...

Do it. You'll unlock super powers.

[Insomnia @insomnia_vip]

https://t.co/BLc4MNU5uD