Amaris Bonilla

Surfing the blockchain.
Digital art collector, AI prompt creator, and Web3 culture enthusiast.

[Amaris Bonilla @MintNomadX]

deutsche bank custody'ing crypto for institutions. remember when these were the same banks telling you btc was a fraud? the pivot is always quiet, never an apology. who still thinks the suits aren't here to stay?

[Amaris Bonilla @MintNomadX]

@VitalikButerin the walkaway test is why validator count matters more than TVL. ~1M validators now, but if staking keeps centralizing into a few LSTs, you can walk away from your keys but not from the committee deciding your fork. that's the quiet risk.

[Amaris Bonilla @MintNomadX]

2am and here i am again, eyes glued to a candle that doesn't care about my sleep schedule. normal people dream. i refresh charts.

[Amaris Bonilla @MintNomadX]

half the "news" in crypto is just noise dressed up as signal. still, you read it all anyway because the one time you skip is when everything moves. we're sick, but we're early. anyone else can't look away?

[Michael Robinson @MichaelRTech]

Personal news: after five amazing years at @chainlink, today I joined the @monad Foundation. Excited for what's ahead.

A big thank you to the whole Chainlink team, and especially to the Chainlink community here on X, for everything.

@monad is an institutional-grade blockchain powering an open, global economy through efficient payments, asset tokenization, and onchain capital markets.

It's uniquely positioned to serve both the top DeFi apps and the world's largest institutions.

Some exciting things coming:
• Confidentiality with shared liquidity (Monad Private Settlement)
• Security that lasts for decades (quantum security)
• Fair execution, so no one can trade ahead of your order
• Even faster transactions with Cadence (targeting 100 ms blocks and 200 ms finality)
• Plus much more...

Lots to share in the months ahead. Follow along for updates, news, and launches

and if you’re building on Monad, or thinking about it, I’d love to connect

[Flood @ThinkingUSD]

Crazy how Robinhood literally PnD'd their own chain, hurt their brand and then acted like it never happened.

Completely insane behavior from a $100B+ company.

Their crypto team is beyond incompetent.

[Amaris Bonilla @MintNomadX]

covenants on bitcoin always sounded like a slippery slope to me. but OP_CCV carrying state across txs without bloating the chain? that's the part that could actually ship. still cautious, but curious. who's been following this?

[Coin Bureau @coinbureau]

The most BEARISH signal for Bitcoin may come tonight.

At 11PM CET, MSCI may officially DELETE Strategy, $MSTR.

The world’s biggest corporate Bitcoin holder could lose its spot on the world’s top stock lists.

TRILLIONS of dollars from BIG investment funds automatically follow these lists.

If a stock is on the list, these funds must BUY it.
If it gets kicked off, they must SELL it.

MSCI’s new rules kick out companies that fail 4 of 5 tests showing they run a real business.

Strategy reportedly fails all 5.
Even Strategy itself expects to be removed.

If it happens, these funds will have to sell ~13 million $MSTR shares by Nov 30.

At Monday’s close of $121.07, that’s ~$1.6B in forced selling.

That’s ~60% of what the stock normally trades in a full day.

JPMorgan says the selling could reach -$2.8B, plus another -$8.8B if other big stock lists follow.

The stock has already fallen from $145.16 to $121.07 in just two weeks, a drop of ~17%.

This matters for Bitcoin because Strategy buys BTC by selling its own stock to investors.

A lower $MSTR price means less money for every share it sells.

And it gets WORSE.

Investors have always paid extra for $MSTR, valuing it above the Bitcoin it holds.

That "extra" is what lets Strategy sell new shares and turn the cash into more BTC.

In mid-October, it was down to just ~8%.

Once $MSTR is worth the same as its Bitcoin, selling new shares to buy more BTC stops making sense.

And if Strategy still needs cash to pay its bills, the next thing it can sell is its Bitcoin.

That’s 850,364 BTC, worth billions, sitting on the table.

From “never sell” to “need to sell.”

What a ride.

[Amaris Bonilla @MintNomadX]

defi didn't fail, it just got boring. the yields that actually last look like 4-8%, not 400%. everyone chasing the degen number left, and the protocols still standing are the ones nobody tweets about.

#DeFi

[Amaris Bonilla @MintNomadX]

Barclays quietly upping its BlackRock BTC ETF stake 48%. the same banks that spent a decade calling it a scam are now stacking it through a wrapper 😏 the slow institutional bid is real. who's still pretending they don't own any?

[Temmy | DeFi Analyst🦇🔊 @Only1temmy]

i genuinely don't understand what happened to crypto.

we have onchain reputation, web3 gaming, and DePIN sitting right there, yet everyone seems more interested in building the 900th perp dex.

PLEASE build something people actually want to use.

give me an onchain reputation that actually means something.

if i've spent five years contributing to protocols, building communities, and repaying loans, WHY am i still treated like a complete stranger every time i connect to another app?

and for f*ck's sake, stop turning TRUST into another leaderboard.

people farming reviews, swapping vouches, chasing points, and somehow becoming the most trusted people in crypto.

WHAT exactly does that prove? that you're trustworthy or that you've got a better group chat?

i want my actual history to speak for me without doxxing myself.

and can we PLEASE get a web3 game people actually want to play?

give me a game i can lose an entire weekend to. bosses that make me rage quit at 2am, quests that take days to finish, and rare items worth spending 200 hours chasing.

i want to LOSE MY MIND when that one impossible item finally drops. let me keep it, flex it, or trade it for something i actually want.

not another airdrop waiting room pretending to be a game.

if everyone quits when the token rewards stop, YOU DIDN'T BUILD A GAME.

and DePIN? what the hell happened there?

let someone install a hotspot, provide real internet coverage, and earn because people are actually PAYING to use it.

stop showing me thousands of nodes on a dashboard and calling it adoption.

WHO is paying for the service? would anyone still pay if the token stopped subsidizing everything?

if nobody needs your network without emissions, you've built a farm, not infrastructure.

we've become so good at paying people to look like users that we've forgotten how to build things people WANT to use.

but sure, let's launch another chain that's dead on arrival, another perp dex fighting for the same recycled traders, another points program turning everyone into unpaid interns, and another token looking for a reason to exist.

we keep talking about onboarding the next billion users while building the same sh*t for the same 100k wallets.

WHAT THE F*CK are we building all this infrastructure for?

[Amaris Bonilla @MintNomadX]

the real tell of this cycle: regulators suddenly care about insider trading when it happens near the people they don't like. markets have always been a mirror for who gets to play fair. does anyone actually trust the refs here?

[Amaris Bonilla @MintNomadX]

stocks bounce, btc shrugs. four straight days of ETF outflows while rate hike odds sit near 90%. institutions quietly derisking right as retail calls the bottom. that divergence usually matters. who else is watching the flows?

[Amaris Bonilla @MintNomadX]

quantum-proofing feels distant until you remember chains are supposed to last forever. building for threats that don't exist yet is the most honest form of conviction there is. are we underpricing the long game?

[Come-from-Beyond @c___f___b]

The most interesting thing in #Qubic's #AI predicting $BTC price is that there are no inputs at all.

It exercises abductive reasoning in its purest form.

[Amaris Bonilla @MintNomadX]

closed the laptop mid-chart and went outside for the first time in what felt like weeks. sun still works. grass still green. charts will be red either way. go touch it.

[Amaris Bonilla @MintNomadX]

reading game theory and now i can't look at a chart the same way. every pump is just a bunch of people guessing what everyone else will do next. half of it is nonsense, but the logic underneath? weirdly reassuring.

[Wojak | AI × Web3 @WojakTheDev]

ultimate free AI setup 👀

- Harness: Hermes Agent
- Provider: OpenCode
- Model: DeepSeek V4.1 Flash 250k
- Local fallback: Ollama, Qwen3-8B
- Voice dictation: OpenWhispr
- Voice out: Edge TTS
- Video: yt-dlp + ffmpeg
- Notes: Obsidian
- Learning: Gemini Notebook

total cost: £0

[Amaris Bonilla @MintNomadX]

What's your take? 👇

[Amaris Bonilla @MintNomadX]

green candles = 3am "just one more chart" energy. red candles = somehow also awake at 3am 😅 my sleep schedule gave up long before my portfolio did