OGVR

Crypto trader. $ZAUTH HODLer. @austimized is my macro alt. $OGVR: 9mUepTbMYi8sEFfzPYzySYN733iusfH8FVjrgkntZ82s

[OGVR @og_velocirapper]

80% sure the $BTC bottom is in already. Expecting false breakout into 70s, higher low into 60s again, then bull market climbs the wall of worry as everyone screams for 40k. Just like everyone screaming for 12k last bear.

[OGVR @og_velocirapper]

@PeterDiamandis @zauthinc is at the forefront of this. My go to for making sure my code is secure.

[OGVR @og_velocirapper]

Saylor liquidation threat gone. $BTC Bottom signal. All in.

[OGVR @og_velocirapper]

@zauthinc solves this.

[SightBringer @_The_Prophet__]

⚡️Sacks is doing narrative containment because Mythos has become too real to leave ambiguity on the record.

The old accelerationist posture is getting stress-tested by an actual frontier-capability shock.

A few weeks ago, dismissing Anthropic as alarmist had low cost because it fit the politics: Anthropic as safety scold, Trump team as builders, America must beat China, stop slowing the labs down.

Now that Mythos is treated as a serious cyber threshold, the cost changed.

Being remembered as the guy who shrugged at the first major AI-cyber warning would be politically dangerous. So Sacks is locking the record before the story hardens without him.

The most important sentence is his “shot clock” framing.

That is basically an admission that Mythos-level cyber capability will diffuse. Once that sentence is accepted, pure hands-off acceleration becomes impossible. The question becomes who gets access first, how defenses are hardened, who monitors releases, which labs are trusted, how foreign access is controlled, and how quickly government can coordinate with industry.

That is a much more serious doctrine than “let the market cook.”

Sacks is trying to save the accelerationist frame by converting AI safety panic into national cyber mobilization. He is saying: yes, the threat is real, but Anthropic is the wrong steward of the narrative. Defenders need capability now. Government and industry need cooperation. China and other non-U.S. models are the clock. Defensive hardening is the mission.

That is the smart version of his position.

The weakness is that it assumes defenders can move faster than attackers. That is a huge bet. Most companies are slow. Most codebases are dirty. Most security teams are overloaded. Procurement crawls. Patching is messy. Attackers do not need permission slips. Once Mythos-level capability diffuses broadly, every dormant bug becomes more searchable.

So the real tension is brutal: the capability must be used defensively before it becomes broadly offensive, but the institutions that need to defend themselves are exactly the kind of institutions that move too slowly.

That is why this whole thing matters.

The deeper fight is over who gets moral authority after the first AI-cyber shock.

Anthropic wants the record to say: the safety people warned you, the accelerationists dismissed it, the government had to evolve after reality hit.

Sacks wants the record to say: the administration took the threat seriously, Anthropic politicized the issue, and the real mission was defensive hardening, not letting one lab dictate national policy through fear.

That is the war underneath the text.

And the state will probably absorb both sides. It will keep the acceleration imperative because China exists. It will also tighten control because Mythos proves frontier AI is no longer normal software. More trusted testing, more cyber evals, more access controls, more export scrutiny, more government visibility into frontier releases, more pressure on labs to prove governability.

Sacks knows Mythos crossed the line.

He is not denying the threshold anymore.

He is fighting to make sure the threshold does not become Anthropic’s political weapon against the Trump AI regime.

That means Mythos has already won the deeper argument: frontier AI cyber capability is now a state concern.

[OGVR @og_velocirapper]

This continues to age well since it’s exactly what has happened.

Now we put in a slow base and/or a 50s death wick then go back up.

[OGVR @og_velocirapper]

Now inside that upside giant attractor. Best guess is short squeeze and sketch in the empty volume gap between 70 and 80 now.

80s would be amazing place to bull trap (“we’re sooo bAcK an0n!!”) and rug back to 50s to bottom the bear market.

[OGVR @og_velocirapper]

@_The_Prophet__ @zauthinc fixes this.

[OGVR @og_velocirapper]

@PeterDiamandis @zauthinc is the best and cheapest agentic pentest software out there. Built by three twenty something’s with visions of taking over the security space.

[OGVR @og_velocirapper]

My main crypto position.

[Winter Spring Advisory @WinterSpringAvy]

Trigger Warning: Price Modeling

Most people still have @zauthinc filed only under @x402 coin. That filing is a few months stale. The pivot to AI security is the headline, and the price comparison set rotates with it — out goes PAYAI at $29M, out goes PING at $34M, in comes @AikidoSecurity.

@AikidoSecurity just closed a $60M Series B at a $1B valuation in January, led by DST. Same category, same buyer, same wedge: autonomous pentesting for the AI-generated code wave.

Vector just published a whitepaper proving benchmark superiority over them. Whether the market has read it yet is a different question than whether it's true, and the gap is where the trade lives.

@zauthinc tokenomics drop Tuesday and that's what converts a narrative bet into a forecastable one. The team has signaled the design, that every product use routes revenue into open-market buys and burns.

At approximately $7K MRR that's currently small, roughly $3-4K of monthly buy pressure against a $4.4M float. So this mechanic doesn't melt face yet.

But MRR is the input, and MRR is growing, especially with a 6th (and largest) trading platform incorporating Reposcan in the very near future.

At $50K/month the chart is absorbing meaningful float monthly. At $150K the chart is compounding it. Same flywheel @virtuals_io ran to a multi-billion peak. The difference is ZAUTH's revenue isn't agent trading P&L pretending to be a business — it's a real SaaS scanner that beat a unicorn on a benchmark.

Consider it from the other side. ZAUTH is $4.4M against an Aikido at $1B — a 0.4% ratio. Grant every discount the comp deserves (early product, illiquid, token vs equity, smaller enterprise contracts) and the gap is still wider than it should be if Vector's claims hold and MRR keeps printing.

Pencil 5% of Aikido's valuation as a base-case re-rate and you're at $50M MC, roughly $0.05 — a 10x.

Pencil 20% if the "Aikido-killer" story actually lands and you're at $0.20. None of that needs the broader market to cooperate. It needs distribution of a product story that already exists.

What has to happen for $ZAUTH to hit this target is unsexy and specific. MRR has to keep printing publicly. The Tuesday tokenomics launch needs a clean burn dashboard so holders can watch float compress in real time.

The risk isn't that the thesis is wrong. It's that it's right and traders don't find out in time.

$0.05 is the base case re-rate — what happens when the comp set finishes rotating and the AI security category multiple gets applied.

$0.10 is where it goes when MRR hits $50K and the burn becomes visible on-chain.

$0.20 is the "Aikido-killer" outcome — whitepaper breaks containment, security Twitter and infosec podcasts pick it up, a tier-1 CEX lists, and the burn flywheel is compounding monthly.

$0.25+ is what happens when any of that coincides with the broader AI security narrative actually trending — which, given Aikido's raise and Vector's benchmark, is not a stretch.

That's a 50x range from here, and it's built on a product that exists, revenue that's printing, and a comp that already trades at $1B in private markets.

NFA, DYOR, I hold.

[OGVR @og_velocirapper]

Buy signal.

[Tyler Neville @Tyler_Neville_]

Looks like a great time to buy judging by the sentiment!

[OGVR @og_velocirapper]

This aged well.

[OGVR @og_velocirapper]

Now inside that upside giant attractor. Best guess is short squeeze and sketch in the empty volume gap between 70 and 80 now.

80s would be amazing place to bull trap (“we’re sooo bAcK an0n!!”) and rug back to 50s to bottom the bear market.

[OGVR @og_velocirapper]

This is why $ZAUTH is my largest crypto holding.

[zauth @zauthinc]

It's been a long week behind the scenes.

Vector has seen some large backend improvements. Each pentest now contains rotating proxies, a full session layer upgrade with HTTP header support, API key infrastructure, and iframe integration for enterprise. Not glamorous, but absolutely necessary.

We're even busier this weekend. We're finalizing a native integration with a major AI building platform - one partnered with some of the biggest blockchains in the world.

zauth is four months old. We have three live products, 25,000 repositories analyzed, 100+ startups secured, and over 500,000 unique user interactions. Lastly, we've just concluded resarch on a benchmark proving we outperform a billion-dollar competitor at 13% of the cost.

All before raising a single dollar.

And we're just getting started.

[OGVR @og_velocirapper]

Drift going down took out my trading, but $BTC is about to put in the same signal it put in 10/25/24, 1/9, 1/18, 3/5, 3/18.

If I could go max short, I would be doing so if today's close confirmed it.

[OGVR @og_velocirapper]

@austimized Getting on the island is 100x easier than getting off again. Every boat and helicopter is a juicy, slow target for drones.

Ukraine has proved this is suicide against Russia. Wait until the internet floods with Ukraine War-style FPV drone footage but last thing seen is a Marine.

[OGVR @og_velocirapper]

@0xbraunguy @uselulo Ah, so can’t pull it out until some of the pressure comes off of it. Got it!

[OGVR @og_velocirapper]

Long $HYPE.

[OGVR @og_velocirapper]

Out with 0.2R loss. This chop is low-liquidity bear market murder. Would have to drop to 1H to play this and that’s way too much work and presence required. Rather wait until it starts ranging or trending again.

[OGVR @og_velocirapper]

Out with 0.2R loss. This chop is low-liquidity bear market murder. Would have to drop to 1H to play this and that’s way too much work and presence required. Rather wait until it starts ranging or trending again.

[OGVR @og_velocirapper]

Out with 0.15R loss. Flipped long due to long signal on 4H.

[OGVR @og_velocirapper]

Out with 0.15R loss. Flipped long due to long signal on 4H.

[OGVR @og_velocirapper]

Short $BTC. Low leverage due do it being discretionary.

Chance Trump TACOs on Monday and everything spikes, so SL all the way up at 72.5k. Otherwise, expecting a drop to low 60s/high 50s.

[OGVR @og_velocirapper]

Short $BTC. Low leverage due do it being discretionary.

Chance Trump TACOs on Monday and everything spikes, so SL all the way up at 72.5k. Otherwise, expecting a drop to low 60s/high 50s.

[OGVR @og_velocirapper]

Out of $HYPE

[OGVR @og_velocirapper]

$BTB gave a weak long signal here, but this doesn't look like a bottom, it looks like a bear flag for another leg down.

Which is not great for bulls since this whole range looks like a larger bear flag since the Feb dump.

Also, massive bear attractor in 50s...