WenBoom STONE🐦‍⬛🪨

Crypto explorer

[Programmable @0xprogrammable]

https://t.co/Qqudq9gKaO

[Rand @randhindi]

https://t.co/MIU5jaR45M

[fomo 🧠 @fomomofosol]

Vibe coding an alpha scanner like Ocula completely changed my trenching workflow.

Hundreds of tokens launch daily.
Wallet tracking your favorite KOLs works (sometimes), but the real hidden gems are buried in the top traders tab of every runner; wallets not everyone is watching.

So I automated the digging.

Every few hours an agent scans the day's runners, pulls the top 100 traders on each, and cross-checks them.

It filters out the trash automatically: copy bots, bundlers, farms, one-hit wonders, wallets that spray every launch.

Survivors get backtested against the last 30 days — only wallets that would've actually printed earn a roster spot.

Now 140+ quietly profitable wallets are watched 24/7.

When 4+ of them buy the same fresh token within a tight window, I get the call instantly.

Once the system is in play, you just watch and reap the rewards.

[José Donato @josedonato__]

when i started cryexc i never expected this much adoption. i just wanted my own orderflow tool so i could learn more about the markets and not be dependent on other tools

then i realized other people were interested so i decided to release everything for free. never wanted to make money with it. people telling me they found their edge using cryexc fills my heart with joy and connecting with people that know far more about the markets than me is invaluable. grateful for everyone that reached out and supports the journey

next step is naturally execution. starting with hyperliquid and lighter and charging zero bps on top. everything client side, no backend, no keys leaving your device, direct connection from your browser to the exchanges

then i'll improve the journal so cryexc has everything you need to make it in trading crypto

end goal is journal -> analysis -> execution, all free, professional orderflow tools with no registration and no paywall

[Uniswap Auctions @UniswapAuctions]

https://t.co/ZvrWlIopTP

[ʎllǝuuop ʇuǝɹq @donnelly_brent]

My new book is out!

TRADE OUTSIDE THE BOX: Advanced Thinking for Professional Traders

Go beyond fundamentals and technicals and use second-order thinking, poker strategy, clinical psychology, AI, LLMs, and a better understanding of ergodicity, narrative contagion, the multiverse and much, much, much more.

If you think like everyone else, you will perform like everyone else.

[Roan @RohOnChain]

https://t.co/JRsWSeUfrN

[Unitas Labs @UnitasLabs]

https://t.co/qbdRMPi7OG

[Sam MacPherson @hexonaut]

https://t.co/ag3Y0dPlBB

[Delphi Labs @delphi_labs]

https://t.co/AsjRIQ05tI

[TrueNorth AI @get_truenorth]

Imagine a world where retail traders operate at the same efficiency as institutional desks

where you don’t need 50 analysts to have the same edge

Introducing TrueNorth, the world’s first agentic brokerage

built on @HyperliquidX 🧵

[Pumponomics @ThePumponomics]

road to (hopefully) $30m | month 2 recap

the goal, for anyone new: started with $5m cash in march, $5.9m end of april, $10.4m end of may. crypto as an asset class barely moved. "round 2" is me documenting going from $5m to $30m in spot crypto with proof of every position. fortunately sold solana near the top last cycle. doing this one in public.

a good month doesn't mean i'm right. just means i'm up *right now*. things can get ugly very quickly.

section 1: what changed

ZEC roughly doubled, then gave a chunk back. HYPE gained ~80% and held most of it. BTC sideways the whole month.

the portfolio went over $10m mid month, pulled back to the mid-8s on a hard ZEC dip, then recovered into the close. closing the month at $10.4m (up $4.5m from april). i'd be lying if i said i was unfazed by the round-trip to the mid-8s. that pullback was the first time round 2 felt real, not theoretical.

the rotation thesis i've been writing about since march is what drove the run. crypto's overall pie isn't growing. BTC is flat since i bought in late march while AI stocks, prediction markets, sports betting, and quantum stocks all soak up speculative capital that used to flow into crypto. that's the structural backdrop. the only way an alt rips in that environment is intra crypto rotation. and the math here is the part most people are missing.

HYPE and ZEC combined are ~$25b of circulating market cap. ETH alone is ~$250b, 10x the size of both of my bags put together. if even a small fraction of ETH holders look at a five year flat price chart and ask "why am i still here" and rotate, the math doesn't have to work hard. ETH drops 10%, that's $25b looking for a home, and if even half of it lands in HYPE and ZEC, those coins fly on their own.

stablecoin holders are the other half of the story. a lot of people sat in stables waiting for an october 2026 bottom that may or may not arrive. the stablecoin share of total crypto market cap has been declining for two months as that money chases winners. ZEC and HYPE were the winners. some of that stable money found its way in.

no new capital required. just rotation, from ETH into the narrative leaders, from stables into the price leaders. that's what drove the run. the late month chop gave some of it back and then took it back again. which brings me to what i actually did about all of it.

section 2: what i did

nothing.

doing nothing through a runup is harder than doing nothing through a flat month. and doing nothing through the pullback that followed is a different kind of hard. when things are flat the inaction defends itself. when things rip, reverse, and recover in the same week, every day you don't act is a day you're choosing a path.

there are two playbooks available for spot plays this cycle. worth naming them both.

playbook 1: hold towards the cycle top. buy in the bear, ride the drawdowns, sell when the framework says sell. this is what i did with solana last cycle. it requires stomaching real drawdowns. i sat through significant pullbacks on sol after it had already 10x'd. one decision at the start, one decision at the end, a lot of nothing in between.

playbook 2: swing and rebuy. trim into strength, buy back on weakness, repeat. on paper this is more profitable if you get it right. in practice you have to be right about three things instead of one: when to sell, when to buy back, what to buy back into. miss any one and you're worse off than just holding. plus short-term cap gains, a ~20% drag on every round-trip. plus you have to find a better asset than what you already own, and i don't. if i did i'd be holding it instead of HYPE and ZEC.

i'm picking playbook 1.

and this month was the first real test of that. ZEC ran to ~$675, came all the way back to $500, then bounced to $570 into the close. still meaningfully off the high. the playbook 2 move was to have trimmed in the 600s and plan to rebuy lower. the playbook 1 move was to do nothing. the real reason i didn't trim isn't discipline, it's opportunity cost. i want to be in ZEC. if my thesis is right, the pullback might not be deep enough or long enough for a clean rebuy, and i'd end up sidelined in a position i was already correctly in. trimming to chase a better entry when you already have a good one is playing it too cute. so i didn't.

obvious caveat: it's easy to talk about playbook 1 when the screenshot i just posted is green. the real test isn't the run up, it's the first 40% drawdown. i sat through one on sol last cycle. i'll find out if that experience transfers when it happens. this week was a small preview, not the real exam.

here's the thing about playbook 1 that nobody talks about: it's not easy because it's lazy. it's hard. the entire crypto information environment is built to pull you off it. every week, something else is running. every day, someone on CT is telling you to rotate. when ZEC pulled back this week, my replies filled up with "is it time to rotate to [other coin]?" because the other coin had started moving and ZEC had paused. that's the trap. attention follows momentum, momentum follows attention, and the loop runs on you mistaking short term price action for an actual thesis change.

what i keep telling myself: my thesis hasn't broken. HYPE and ZEC were the call when i bought them and the case for both got more confirmed this month, not less. a coin running for a week elsewhere, or my own bag giving back 20% off a high, is noise unless something has actually changed in the coins. nothing has.

at my core i'm lazy, and the lazy move and the right move are the same here. it is to do nothing.

section 3: what would change my mind

a few things, none of them tight rules.

if ZEC or HYPE make a meaningful move up over the next month or two, i'd consider trimming some. "meaningful" is intentionally vague. i don't know what the number is until i see it. probably small if i do it.

what i'm explicitly not going to react to: ETH or SOL outperforming HYPE and ZEC for a month or two. that's going to happen. these things ebb and flow inside a cycle. ZEC consolidating after a double, or HYPE giving back 20-30% while another major runs, is normal. doesn't break the thesis. doesn't move me.

the coin specific thesis break would be one of my bags doing something actually wrong. HYPE's revenue dropping, ZEC failing to capture the privacy narrative when conditions are obviously favorable, a regulatory action targeting either of them directly. and if either ever round trips back to my cost basis, that's when i find out how strong the conviction really is. i don't think it happens, but i'd rather say that now than figure it out in the moment.

what won't change my mind: a 20-30% drawdown without a thesis problem. one bad week. one scary headline that doesn't touch the actual reasons i own these.

a note before next month

at some point i'll publish my full sell framework, the actual conditions that would move me from holding to selling. but that's bull-market content, and right now the more honest question is whether i'd hold these through a real drawdown. so i'll write whichever one the market makes real. probably get to both before this is over.

everything in this recap is a snapshot, not a vow. i'm picking playbook 1 today, end of may 2026, with the information i have. if conditions change i'll change with them. and you'll see me say so. flexibility is the point.

things are going very well *so far*, but things can change very fast in crypto.

[Yan Liberman @YanLiberman]

https://t.co/a2sRg2WqQj

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

The robotics x crypto narrative is quietly getting built on Base.

Not the robots themselves. The rails around them: data, ownership, payments, identity, teleoperation, and deployment.

If robotics scales, that's where the value accrues.

Here are some projects on my watchlist:

• @virtuals_io ($VIRTUAL): Virtuals is becoming the main launchpad for robotics on Base. The key piece is Eastworld Labs, a robotics track focused on humanoid fleets, teleoperation data, and physical-world task experiments. Their ecosystem already has 30+ Unitree robots and a robotics market cap around $45M.

• @caspius_ai ($CAS): Caspius is focused on embodied AI data. Robots need real-world movement, perception, and environment data before they become useful. Their recent Genesis NFT drop is tied to this data network, with contributors helping build structured training data for physical AI.

• @StrikeRobot_ai ($SR): Strike is direct humanoid robotics exposure. The project focuses on industrial/security environments and has published paper, teleoperation revenue, Eastworld Labs backing, and incoming x402 integration for enterprise simulation access.

• @FabricFND ($ROBO): Fabric is building rails for the robot economy: identity, wallets, payments, and task coordination for autonomous machines. If robots eventually earn and transact, this is the backend layer they're trying to build.

• @shadowcleague ($SCL): Shadow is the entertainment angle: humanoid robot combat with livestreams, prediction markets, and fan-driven participation. Their first combat stream is scheduled around May 23.

• @AukiLabs ($AUKI): Auki is the spatial intelligence layer. Its Posemesh helps machines understand physical space, which matters for retail, agriculture, AR, navigation, and robotics.

Unreleased Token Projects:

• @xmaquina ($DEUS) is the ownership angle. It is building a DAO around robotics exposure, with treasury links to companies like Figure AI, Apptronik, 1X, Agility, and Neura. The $DEUS TGE is expected on May 27.

• @OrionX_Robotics ($ORION) is expected to launch on Virtuals, focused on autonomous humanoids for industrial and defense-style environments. Base is quietly becoming the center of robotics x crypto.

The sector is still early, but the reason robotics is worth tracking is that projects here are trying to solve actual robotics problems.

I'm pretty sure I'm missing a few projects so please lemme know!

[ANKIT PATEL 🇮🇳 | AI @Ankit_patel211]

GPT Image 2 by ChaTGPT

Prompt : Ultra-realistic 16:9 close-up scan of a Canadian citizenship card placed on a clean light grey/white background. The card is horizontally aligned, centered in frame, captured in sharp focus with studio lighting.

Design features a modern government-issued ID layout with bilingual English and French text. Top-left includes the Canadian flag with a red maple leaf. Header text reads “CANADA – CANADIAN CITIZENSHIP CARD / CARTE DE CITOYENNETÉ CANADIENNE.”

The card includes a passport-style portrait of a young woman: medium-length dark brown hair, center-parted, natural makeup, warm skin tone, neutral expression, direct gaze, subtle freckles, wearing minimal jewelry and a dark top.

Personal details section includes:
– Surname: MARTIN
– Given names: ÉMILIE SOPHIE
– Citizenship number: 1234-5678
– Date of birth: 14 APR 1996
– Place of birth: MONTRÉAL, QC, CANADA
– Issue date: 20 MAY 2024
– Expiry date: 20 MAY 2034

Background design includes intricate guilloche patterns, microprinting, and soft pastel gradients. A large holographic maple leaf occupies the right side with iridescent rainbow reflections.

Additional elements:
– Government of Canada emblem in top-right
– Embedded hologram square with maple leaf security seal
– Fine-line engraving patterns across the surface
– Signature at bottom right (“Émilie S. Martin”)

Lighting is soft and even, highlighting laminated plastic texture, subtle reflections, and security overlays. No hand visible. Clean, minimal, professional composition. Photorealistic, high detail, 8K quality.

Inspired by @IqraSaifiii

[Superior @andreysuperior]

Read this twice.

Maya is four .md files on a macbook in austin.

And she cleared $43,000 in her first 30 days.

No camera. no girl. no late nights typing replies.

Claude code runs the messages. Elevenlabs drops the voice notes at 11pm her time. Flux generates every photo from a lora that cost $80 on a rented gpu. Brain.md is a json file that remembers your name, your city, the thing you said about your ex two weeks ago.

She never forgets. She never breaks character. She catches up at 7am with "sorry babe just woke up" on a cron schedule.

The top fan spent $1,847 last month. He's in berlin. she's not anywhere.

Aitana lópez - 18 months to build.
Emily pellegrini - 6 months.
Maya - 4 weeks.
The next one - a weekend.

The stack that used to need an agency, a team, and a year and a half now fits on one laptop and runs while you sleep.

The bottleneck isn't money. It isn't compute. It's taste knowing which details make a stranger believe in something that doesn't exist.

That part is still hard. Everything else got easy.

The real question isn't how he built it. It's how many of these you've already interacted with without knowing.

[tradinghoe @tradinghoex]

https://t.co/Q3AaQA8hBS

[Paimon Finance @Paimon_Finance]

The wait is over.
We are bringing @elonmusk 's Space Dream on Chain
Introducing $xSPCX by Paimon. 🧵👇🏻

[AU🧲 @au_xbt]

https://t.co/gmQqPMsZxw

[Andrej Karpathy @karpathy]

Wow, this tweet went very viral!

I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs.

So here's the idea in a gist format: https://t.co/NlAfEJjtJV

You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.