Joyto

Survive first

[Joyto @joytoeth]

Larry R. Williams is a legendary market trader and cycle analyst — best known for turning $10K into $1.1M in one year and creating indicators like Williams %R.

His cycle work shows BTC often performs strongly from March–June, but cycles are not predictions.

[CARTE @carte_gg]

June 1 @ 12:00 PM ET.

3,000 Limited Edition - Litho Starter Packs drop exclusively on @OpenSea, powered by @manifoldxyz

[Joyto @joytoeth]

Some projects build products.
Some projects build communities.
●● @blobsterseth somehow turned internet chaos into identity.
That’s the alpha

[Base @base]

Introducing Base MCP

Your agent's new gateway to Base

→ Connect an agent to your Base Account
→ Enable it to swap, trade, and manage your portfolio
→ Use plugins from leading apps on Base

The next stage of the agentic onchain economy

[Joyto @joytoeth]

@blobsterseth @Airdropfinds we're here for blobsters ●●

[cape @capexbt]

The last two times cobie tweeted this, Bitcoin did 2x.

Do you think it’s different this time?

[Glory of Mind @GloryOfMind]

50 things to do instead of wasting another year:

(Start them in May)

[Miles Deutscher @milesdeutscher]

https://t.co/LlPok9fjpK

[Honey @honey_xbt]

PENGU

one of my favorite setups is playing out here

> accumulation for a couple of months
> breakout
> retest and hold
> continuation

if BTC doesn't ruin the party, i reckon PENGU will keep on outperforming for the next few weeks 🐧

[Bull Theory @BullTheoryio]

JANE STREET JUST EXPOSED THEIR NEXT TARGET: ETHEREUM.

The same firm behind the daily 10 AM Bitcoin dump, the same firm sued for insider trading in the $40 billion LUNA collapse, and the same firm with $567 million frozen by Indian regulators could now be targeting Ethereum.

The data reveals a massive, coordinated exit from Bitcoin and a violent rotation into Ethereum.

IBIT : down 71% in a single quarter.
FBTC : down 60%.
Strategy $MSTR : down 78%.
Bitcoin miners IREN, Cipher, TeraWulf, Core Scientific: all cut.

Over $800 million in Bitcoin exposure erased in 90 days. Now look at what they were buying at the same time.

ETHA : nearly doubled.
FETH : sharply raised.
Galaxy Digital: from 17,000 shares to 1.5 million. That is an 8,700% increase in one quarter.

Total new Ethereum ETF exposure added: $82 million.

In Q4 2025, the quarter right before this dump, Jane Street increased their MSTR position by 473%. They loaded up aggressively and Then in Q1 2026 they cut 78% of it.

In India, SEBI documented this exact structure across 18 expiry days. Build the long position in the underlying first. Then set up the derivatives. Then move the market. The cash position is the setup cost and The options book is where the money gets made. And the options book is the one thing a 13F will never show you.

Ethereum is the easier target. Bitcoin futures open interest sits at $60 billion. Ethereum's is slightly more than half that at roughly $34 billion. A smaller market means a smaller amount of capital can move the price further.

In India, Jane Street moving the Bank Nifty index using stock purchases. Ethereum's market cap is $273 billion against Bitcoin's $1.6 trillion. That is a 5.8x size difference. The same amount of capital creates nearly 6 times the price impact in ETH.

The ETF market for Ethereum is also still early. Bitcoin ETFs hold roughly 6.67% of all circulating BTC supply. Ethereum ETF penetration is less than that, which means there is no institutional demand floor yet to absorb a coordinated sell.

They are not rotating into Ethereum because they are bullish on Ethereum. They are rotating into Ethereum because It is easier to move.

[Joyto @joytoeth]

@icepunk_base 0xCFAa424AC1A70d158C55cD8Cd836B6deec873FEE

[InspiroQuest @InspiroQuest]

Black Coffee Theory

Why you keep getting What you don't want

[Joyto @joytoeth]

@0xae13 037be26ae2b175d6c67ab5daf3506a61f9e1549e3f2a621b2eb4bad08b6b0941bc

[a16z crypto @a16zcrypto]

Notes from our Crypto Fund 5 conversation:

1. Successful founders in this next era will tend to be product-focused, go-to-market-focused, and pragmatic rather than ideological.

2. The goal: get a billion people onchain through stocks, bonds, stablecoins, and remittances. Once they're onboarded to the infrastructure, adjacent services can follow naturally.

3. We don't have a global financial network. We have a patchwork of small networks glued together by humans and legacy processes. Stablecoins are global from day one: the WhatsApp moment for money.

4. Stablecoins are leading crypto's mainstream traction. ~$300B issued, transaction volume approaching major payment network levels, and growth uncorrelated with trading.

5. The Genius Act gave stablecoins a regulatory framework, and unlocked builder energy overnight. The Clarity Act (or SEC/CFTC rulemaking) could do the same for the rest of crypto.

6. Crypto is winning the revolution, now it's time to govern. That means working with the system, not overthrowing it.

7, A growing share of transactions (potentially the majority) will be done by AI agents, not humans. If you tell one to save you money on your monthly spending, it will use whatever software does that, and it won't care what gets disintermediated.

8, You cannot vibe code USDC or Hyperliquid. Network-effects businesses are the one thing the model companies can't easily replicate.

9. Privacy may be the most durable moat in crypto. Once an application's state is encrypted, it can't be trivially forked to another chain. Switching costs return.

10. If every human on earth gains access to a dollar-denominated, stablecoin-powered account, that alone would be a generational upgrade to the global financial system.

[a16z @a16z]

Narrative violations abound:

- Demand for software engineers is rising
- Software devs are rising as a share of new jobs
- AI exposed industries are seeing above-trend wage growth
- Open PM jobs haven't been higher since 2022

More from a16z's David George on the "AI job apocalypse" myth: https://t.co/7sbadmEElG

[Cody 🇺🇸 @OddStockTrader]

I'll SCREAM IT.

BUY COMPUTER STOCKS

[TrendSpider @TrendSpider]

Bitcoin trying to leave Stage 4 in the dust 💨 bitcoin:native

[a16z crypto @a16zcrypto]

We've raised $2.2B in committed capital to invest in the next generation of crypto.

Announcing Crypto Fund 5

[Reads with Ravi @readswithravi]

How change is created:

[B R E Y @breyonchain]

There are currently 11 active @PacificPodNFT WLs on ZAX. It’s not difficult to join.

- You actively get roles, with the chance WL and cash
- You’ll find alphas in all channels
- Everything you need to improve yourself is right here

It’s open to everyone, but it’s structured with a reward system based on your level of activity.