Austin

Partnerships & Operations @thebrianjung | Research @kaizen | Investing @circumcisioncap

[Morgan Barrett @MorganBarrettX]

I’m a little stressed about the SpaceX IPO - Erewhon is now advertising it in the members app

[Kaizen Research @KaizenResearch]

SpaceX is reportedly targeting a $75B–$80B IPO raise at a ~$1.75T–$2T valuation.

That would be over 2x larger than Saudi Aramco’s record $29.4B proceeds.

The largest IPO in history is just weeks away.

[Brian Jung @thebrianjung]

Doing an AMA soon with @brian_armstrong CEO of Coinbase. Excited to ask a few questions directly to the boss himself. Come join if you'd like to listen in!

[amrit @amritwt]

how mythos is being sold to us right now

[Kaizen @kaizen]

We've partnered with Genesis Terminal

→ AI-powered trade entries
→ Correlation trading across assets
→ Liquidation levels + alpha scoring
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Connect through Blofin or Bitunix using our affiliate link here: https://t.co/AKz2399V96

[Vadim @VadimStrizheus]

POV: February 2026

[munch.tem @munchPRMR]

I’m going to build a Polymarket bot makes me infinite money based on backtested orderbook data

[Austin @nitsua]

@kaizen

[Austin @nitsua]

@kaizen Long volatility

[Austin @nitsua]

@thebrianjung Feels rigged

[Kaizen @kaizen]

According to Bitwise research, historically when the Crypto Fear & Greed Index falls below 20, Bitcoin’s average performance was:

1D +0.9% | 1W +5.2% | 1M +19.9% | 3M +62.4% | 6M +48.5%

Past performance ≠ guarantee, but extreme fear has not been a bad long-term entry zone.

[Brian Jung @thebrianjung]

i'm looking to hire the best researchers in crypto to join our team.

dm me if that's you or you know someone.

requirements:
1. need proof of a good track record
2. been in crypto for over 3+ years
3. cool guy (or girl)
4. additional background in web3 is encourage, but not necessary
5. mandatory: you love doing research, love sharing new deep insightful info, & you have a deep desire to help others

more benefits:
1. we do fun team trips
2. we dont micro manage
3. our team is still small enough you have a chance to grow into a higher position / role
4. work with cool / fun / smart ppl
5. your takes will get shown & distributed to millions of ppl via Youtube, newsletter, and short form content & can help millions of people make money or save money in this space

P.S. don't just dm me an account with nothing else. only good write ups with proof will be replied.

[se @seyong]

fomo is excited to announce we have raised $17M, led by @benchmark!

[Austin @nitsua]

@duffleinc 👀

[Austin @nitsua]

@sns @kaizen @bidclubio

[Austin @nitsua]

A quick look: the web3 naming service landscape is competitive, but $SNS stands out on key metrics:
- unit economics: $25-$35 per domain vs peers
- 150+ ecosystem integrations across Solana, DeFi, and infrastructure
- transaction cost is almost 100x cheaper than alternatives
- active secondary market (jew.sol recently sold for $40K)

[Austin @nitsua]

@NKneenib @FoxNews 👀

[Austin @nitsua]

In our latest Kaizen Research report we cover:
- The current landscape of Web3 naming protocols
- Why SNS leads on adoption, integrations, and unit economics
- SNS’s evolving economics, market positioning, and path to sustainability

Read it here: https://t.co/0WDZYZYlJb

[Austin @nitsua]

@sns @kaizen $SNS just posted a record quarter: 116,950 domains (+186% QoQ) and 69,698 first-time .sol buyers (+454% QoQ).

First-time buyer growth (+454% QoQ) is outpacing total registrations (+186% QoQ).
https://t.co/HiN5nY204A

[sns.sol @sns]

3/Number of registrations surged 186% QoQ.

→ Q2 - 2025: 40,908
→ Q3 - 2025: 116,950 (ATH)

The highest quarterly registrations to date.