Kaia

Crypto and F1 girly

[Crypto🧊house @cryptoicehouse]

Anyone buying @SpaceX shares at IPO will become exit liquidity.

$1.75 trillion is a crazy valuation !

Don’t get me wrong, SpaceX is a great company, but the valuation is far overpriced at the moment.

There is no upside for investors at this valuation. I’d personally wait until it drops significantly 🤝

[Crypto🧊house @cryptoicehouse]

kite-2:native (Kite AI) an early Layer‑1 built specifically for autonomous #AI agents (payments, identity, coordination), trading at $345M MC. Pure narrative fit for the 2026 agent boom, but still pre‑scale and highly speculative.

Key points:

• Agent‑native L1 for payments, identity, staking, coordination
• Early mainnet/testnet with agent‑centric primitives
• Designed for autonomous economic activity between AI agents
• Niche moat in AI‑agent infrastructure vs general L1s
• Strong narrative alignment but limited verifiable usage so far

Tokenomics:

Structured for agent staking + governance. Utility = payments, identity verification, coordination fees. 20% of max supply in circulation, which would make me cautious. Early‑stage emissions + vesting require monitoring. Sustainable only if agent activity grows meaningfully.

Bull case:

If AI agents explode and need dedicated rails, Kite could become a preferred agent operating layer with strong token demand tied to on‑chain agent transactions.

Bear case:

Crowded competition (TAO, ASI, general L1s), limited transparency, early‑stage execution risk, and ultra‑low liquidity. Needs rapid developer adoption to avoid fading.

Verdict:

Watchlist. Narrative‑perfect and potentially asymmetric, but early with modest traction and high execution risk. A speculative AI‑agent L1 for diversification, not conviction.

Over all I give it a 5/10 👍

Join #MEXC  with this referral code 👉 mexc-3WJaN to receive special rewards when you buy your KITE bag 💼

[Crypto🧊house @cryptoicehouse]

$AKT has been building nonstop.

Here is a few things to be excited about:

AKT processed over 7 billion tokens yesterday, a new ATH and has been consistently processing over 5 billion tokens everyday on an average.
Another proof point that Inference on decentralized compute is working great at scale.

Akash mainnet upgrade (18) 👇

→ Oracle v2, replacing block-height references with wall-clock timestamps for staleness detection, TWAP, and price queries.

→ Resource Reclamation (AEP-82), giving providers a negotiated grace period before lease termination instead of immediate closure.

→ Market Order Close Event fix, ensuring EventOrderClosed fires when a deployment closes while its order is still open.

So far the BME has burnt over 270K akt 👀

[bee🐝 @0xbeehive]

THIS $BTC CYCLE IS NOT NEW

The 4-year cycle has run this exact pattern three times

And we can even see the same late buyer trap that caught half of CT

- In 2021 the bounce to $45k felt like recovery - it wasn't
- In 2025 the bounce to $80k felt like recovery - it wasn't

The 4-year cycle has run this exact pattern three times

Sell the top, trap the late buyers, accumulate at the bottom

DCA zone is starting now

The real buy zone is still below

I exited in 2025 and right now is exactly the moment to come back big

FOLLOW + NOTIFS ON!

[Alex Mason 👁△ @AlexMasonCrypto]

I warned you about this dump.

Bitcoin is now following the path to the market cycle bottom:

June → Flat
July → Relief bounce
August → Dump to $50K
September → Fake bounce
October → Dump to $40K
November → Market cycle bottom

All according to plan.

Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.

The next call will be even more important. I’ll post it here publicly like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

🚨US STOCK MARKET IS ABOUT TO DUMP HEAVILY:

Apple went public at under $2B and 15x revenue

SpaceX goes public at $2T and 100x revenue

I’ve been in the markets for 13 years, and IPO boom we’re seeing now is the biggest red flag I’ve ever seen.

Here’s what will happen & why:

First, let's talk about Apple example, where you got a $2B valuation with $2T here

So basically retails are not just not getting early but buying at the richest valuations, while early investors just exit

Here is more evidence:

- Fidelity cut min investment from $500K to $2K
- SpaceX allocated 30% shares to retail
- Millions of new buyers invited just before listing

All of that while insiders are owning 95% of shares, which means that $1.66T worth of stock is held privately

And even that's only the beginning

Instead of a standard long lockup, we have 60 days, 20% unlock, +30% stock move and another 10%

Days 70, 90, 105, 120, 135 recurring 7% release and after Q3 earnings another 28%

Means that by November, ~93% of insider shares will become sellable

Institutions are already front-running this forced index buying by:

- shortened inclusion timings
- selling current holdings
- raising cash

Based on all of that, you can already say what crash is waiting for us and we are not even talking about current market weakness

Retails are mass-selling assets to fund IPO participation

And as I said before, institutions are selling too to prepare for forced buying later

Another great reminder would be that the company itself, I mean SpaceX is losing money heavily

Q1 2026: $4.3B losses

Total losses are at $41.3B

There are the details that retail don't think about cause IPO docs have 300 pages, most just skip all of this info

Anthropic and OpenAI are the same story - valuations inflated by circular investment flows involving NVIDIA, and priced at levels that make little sense.

But the fact that these IPOs don’t deserve their current valuations because the companies aren’t profitable - and likely won’t deliver the profits investors are pricing in - is only half the problem. That’s just why I expect most of them to trade significantly lower within a year.

The other half is where the money comes from.

Capital flowing into these IPOs doesn’t appear out of thin air. Investors sell existing stocks to free up cash and participate in new offerings. That creates selling pressure across the broader market.

We saw the same dynamic during the dot-com era in the late 1990s and early 2000s, and we’re seeing it again today.

That's why if you read this, you probably get the biggest informational edge in your lifetime.

And now choose whether you want to join IPO and become that exit liquidity or actually make money from it

In the coming days I will tell you more details and my strategy on how I am planning to play this out and make money

So make sure to follow me and turn notifs on

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 SPACEX IPO WILL DRAIN THE WHOLE MARKET LIQUIDITY!!

$1,750,000,000,000 valuation on day one.
a $30 TRILLION projected AI ceiling.
95% of shares sitting in insider hands.

That's not an IPO.

That's the largest scheduled liquidity extraction in history.

Every dollar that flows into SpaceX comes from somewhere:

- Stocks
- Crypto
- High beta tech
- Everything retail is holding right now

I'm watching for a 30-50% drawdown on SPX after the launch.

Super bearish on shorter timeframes right now.

The IPO is June 12.

Insiders have been waiting years for this door to open.

By November, 93% of their shares are free to sell.

Draw your own conclusions.

This sounds SCARY, but I'll be tracking every move around this listing.

I will post my moves here so my FOLLOWERS can SAVE their money.

Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon.

Many will regret not following me earlier...

[Alex Mason 👁△ @AlexMasonCrypto]

This is exactly what I told you would happen.

The S&P 500 dump has started, but the real support level is still far below:

0.5 Fibonacci.

16 out of 17 ATHs ended there.

This time won’t be the exception.

Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.

The next call will be even more important.

When I exit the markets completely, I’ll post it here publicly like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[Crypto🧊house @cryptoicehouse]

base:0xbcbaf311cec8a4eac0430193a528d9ff27ae38c1 (IoTeX) a mature #DePIN Layer‑1 powering real‑world devices, machine identities, and modular DePIN infrastructure, trading at ~$32M MC. A long‑running, under‑valued Machine Economy play with real integrations and a clear 2.0 roadmap.

Key points:

• L1 for machine identities, verifiable device data, and modular DePIN apps
• Hardware‑agnostic SDKs (ioConnect) + composable modules for builders
• Years of real device onboarding + live oracles + ecosystem projects
• Strong moat in machine‑data infrastructure vs siloed DePINs
• IoTeX 2.0 → modular L2s + toolkits for “DePIN for Everyone”

Tokenomics:

Large circulating supply but reasonable FDV/MC gap. Utility = gas, staking, device incentives, data marketplace, governance. Updated tokenomics tie rewards to real network activity. Sustainable if builder + device usage scales.

Bull case:

If IoTeX 2.0 becomes the default DePIN operating system and attracts hundreds of machine‑economy apps, device/data volume could explode, driving strong demand for IOTX.

Bear case:

Competition from other DePIN L1s, execution risk on modularity, and moderate inflation until usage dominates. Needs strong builder adoption to stand out.

Verdict:

Strong Candidate. A proven, long‑running DePIN L1 with real device integrations, strong tooling, and a massive TAM. Lower risk than ultra‑micro caps, with solid asymmetric upside if the Machine Economy narrative accelerates.

Over all I give it a 7/10 🤝

Join #MEXC  with this referral code 👉 mexc-3WJaN to receive special rewards when you buy your IOTX bag 💼

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

1/4 size of my $SOL bid filled here at $60

Waiting for a bounce from trendline

We could well hit even $30-$40 soon

But in 1-2 years, at $300, you will wish you had bought more at $60 for sure

[Miles Deutscher @milesdeutscher]

This is a historic day for AI.

Claude Fable (Mythos) was just released, and it's insane.

I can't believe Anthropic made this public.

This video covers my first impressions, real use cases, and full breakdown of the world's most powerful AI ever:

[Crypto🧊house @cryptoicehouse]

$PHA (Phala Network) a decentralized confidential‑compute platform using TEE hardware (Intel SGX) for private #AI + off‑chain execution, trading at ~$27M MC. A niche but real privacy‑compute #DePIN with functional tech and live node operators.

Key points:

• Confidential compute via TEE enclaves (Intel SGX)
• Private AI inference + secure off‑chain execution
• Fat Contracts + Phat Contracts for developer‑friendly logic
• Strong privacy moat vs transparent GPU networks
• Real node operators + Polkadot/Substrate integrations
• Clear niche in privacy‑preserving compute for AI + enterprise

Tokenomics:

Controlled supply with significant circulation. Utility = staking for compute nodes, confidential‑job payments, governance. Usage‑aligned emissions tied to private workloads. Sustainable if privacy demand grows.

Bull case:

If confidential AI/edge compute accelerates, Phala could become a leading secure execution layer with strong demand for private inference and regulated data processing.

Bear case:

TEE hardware limitations, competition from GPU DePINs, slow developer adoption, and micro‑cap liquidity risk. Niche must expand meaningfully to compete.

Verdict:

Watchlist / Strong Candidate. Functional, differentiated, and privacy‑moat‑driven, but niche and early relative to larger compute players. High‑asymmetry if confidential AI demand surges.

Over all I give it a 6/10 👍

Join #MEXC  with this referral code 👉 mexc-3WJaN to receive special rewards when you buy your PHA bag 💼

[Crypto🧊house @cryptoicehouse]

$SLC (Silencio Network) a smartphone‑powered audio‑intelligence #DePIN with 1.5M+ contributors across 180+ countries, trading at ~$560K MC. Ultra‑low cap, real global usage, and a unique niche in environmental + #AI audio data.

Key points:

• Turns phones into hyper‑local noise sensors
• Privacy‑preserving on‑device AI → no raw personal audio
• Massive contributor base (1.5M+) with daily active nodes
• Hexagon‑based mapping + data marketplace
• Strong moat in audio/environmental intelligence vs visual‑only DePINs
• Real traction with AI labs + smart‑city partners

Tokenomics:

Contributor‑focused incentives. Utility = data‑contribution rewards, staking, dataset/insight payments, governance. Gap between circulating supply and max supply is concerning in the short term. Usage‑aligned emissions funded by data sales. Early‑stage but structurally sound if enterprise demand scales.

Bull case:

If AI labs, robotics, and smart‑city projects adopt Silencio’s datasets, it could become a leading global audio data layer with strong token demand tied to real environmental intelligence.

Bear case:

Low liquidity, uncertain enterprise monetization, privacy regulation risk, and competition from broader sensor networks. Execution required to convert data volume into revenue.

Verdict:

Watchlist / extremely risky due to the low market cap. More like a controlled lottery ticket 🎰
Huge contributor base, real data, and a differentiated niche at a tiny valuation. Early, but asymmetric if audio‑AI demand accelerates.

Over all I give it a 6/10 👍

Join #MEXC  with this referral code 👉 mexc-3WJaN to receive special rewards when you buy your SLC bag 💼

[Movez @0xMovez]

Claude Code creator:

"Since Opus 4.5, i uninstalled my IDE. I don't edit a single line of code by hand.

100% my code is written by Claude."

in 1-hour Y Combinator podcast, Boris Cherny reveals his daily Claude Code setup.

Claude Code + loops + dynamic workflow

Worth more than a $500 vibe-coding course.

[darkzodchi @zodchiii]

Anthropic engineer:

“Every Claude eventually gets too much to hold in one head. Break the work into pieces early, or redo the whole thing later”

In 45 minutes, he shows how Claude Code
team takes one overloaded Claude and breaks it into focused helpers that keep working.

Watch the full talk, then save the exact setup below👇🏼

[Anatoli Kopadze @AnatoliKopadze]

Claude Code creator:

"I don't prompt Claude anymore. I have loops that figure out what to do. My job is to create loops."

in 30 minutes Boris breaks down his daily Claude Code setup, step by step

the person who built the tool doesn't use it the way most people think

no prompts, no chat box, just loops running on their own

I broke down 17 Claude features most people have never found

full guide in the post below

[Miles Deutscher @milesdeutscher]

If you use Hermes, you'll want to bookmark this.

Nous Research has a FULL GUIDE on building custom Hermes agent plugins.

Copy this entire page into your agent, and prompt: "I want to build a plugin for [x]."

Your agent will then autonomously execute.

Some ideas:

• Finance research plugins (alert system, watchlist updates, etc.)
• Social media scanner
• Calendar and meeting auto-prepper
• Medical/health tracker

So much ROI. Create your plugins here:

https://t.co/QtgWXF8qFf

[bee🐝 @0xbeehive]

$BTC IS IN THE BOTTOM ZONE RIGHT NOW

After 3 cycles I know what this zone looks like

It looks exactly like this

Nobody wants it, volume is dying and every headline is bearish

I've seen this before 2018 and 2022

Both times the crowd was certain it was going lower forever

Is the bottom 100% here? I don't know

Am I buying here? Absolutely

What do you think about that?

FOLLOW + NOTIFS ON!

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING...

Google went public at $23,000,000,000
Anthropic is eyeing $965,000,000,000

Even before retail gets a single share.

That's 42 TIMES MORE expensive at the starting line.

This is the place where the math is not mathing...

To deliver the same return Google gave early investors,
Anthropic needs to reach a $175,000,000,000,000 market cap.

The entire global economy produces only $110 TRILLION per year.

The math is physically impossible, not just unlikely.

And here's where it gets worse:

Google walked into its IPO profitable.
Anthropic is burning billions with ZERO profit.

You're not getting in early on the next search engine.

You're providing liquidity for the people who actually got in early.

This sounds SCARY, but I'll keep you updated on everything here.

When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money.

Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon.

Many will regret not following me earlier...

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

This is how I see $BTC over the next months

June -> flat
July -> mini alt rally during bear
August -> dump to $50K
September -> fake bounce
October -> $40K bottom
November -> real bounce
December -> start of bull market

Bookmark this and come back at the end of the year.