onche.eth

birbposting since 2022

[onche.eth @oncheth]

@Frenchie_ Encore de la marge

[lesabre @lesabrefomo]

clearly a massive regime shift underway across risk assets

you should be excited about this because it means there is a window to allocate early to the next major trends before they are consensus

let's get to work

[onche.eth @oncheth]

@loackme_ yuss

[onche.eth @oncheth]

@HeveyArt Still got mine, love it

[onche.eth @oncheth]

@jv402516 @MetaverseMan_ @moonbirds @soyouboughtit @spinotron Niceeee congrats

[onche.eth @oncheth]

@DaBirbci Sheesh

[big z @zectrillionaire]

Too many coincidences in Binance's favor during this hack for me to believe it wasn't an inside job.

Let's assume they had a preexisting hole in their balance sheet.

Crypto was mooning right before the hack happened. That hole was about to get WAY bigger.

The hack happened on October 29, just THREE days before their next scheduled monthly proof-of-reserves snapshot on November 1.

And somehow, billions in stolen stablecoins were left sitting in a freezable state.

How convenient.

The assets that don't fluctuate in value can potentially be recovered, while the assets that DO fluctuate get dumped into the market, crashing prices and allowing Binance to buy them back much cheaper.

And now they're delaying their proof of reserves until AFTER they've had time to replenish the missing assets.

If they already had a hole in their balance sheet, this entire incident would have given them an opportunity to fill it at MUCH lower prices.

I'm not buying this story.

There are WAY too many coincidences here.

Luckiest hack in human history.

[mert @mert]

Elon (for some reason) trolling a multibillion dollar hack

and CZ threatening to full stack dump his shares that helped him buy X

please, just one boring day man

[lynk @lynk0x]

Bottom's in.

[onche.eth @oncheth]

@tormius Gmmmm

[onche.eth @oncheth]

@Shieldmetax @spencer @moonbirds Clean visor birbs sir, welcome

[Scotch McClure @scotchmcclure]

The drug class we are developing, Claromers, kill nearly all known germs (bacteria, viruses, fungi, and biofilms) with one simple devastating mechanism that has avoided microbial resistance for over 200 million years.

Claromers mimic a natural defense peptide in the human body called LL-37. Each Claromer molecule is very small, only dozens of atoms big - about 1/3 the size of the natural peptide. It is like a spear - a destructive end and a holding shaft or tail end. The shaft side is hydrophobic, which means it is water-avoiding and does not like to touch water. The other side - the pathogen destroyer - is highly positively charged (called “cationic” in science literature), like a powerful magnet that pulls toward anything negatively charged (called “anionic” in science).

Stanford bioengineering Assoc Prof Barron and colleagues wrote in a recent study of Claromers: “These amphipathic peptoids self-assembled in different ways, as determined by small-angle X-ray scattering; some adopt helical bundles, while others form core−shell ellipsoidal or worm-like micelles.” That means the groups form either short twisted bundles, like worms, or small oval shapes like a football. 🏈

The self-assembly into these nano structures I. the watery fluids of the body because the water-avoiding shaft-tails point inward toward each other , away from the water. The positive pathogen-killer ends stick outward like sharpened spears. The molecules stick together on their own into tight groups.

These groups attack like a three-dimensional Greek phalanx, a tight formation of soldiers. Like a football made of spears. The spears face out. Because each molecule is so tiny its mass is almost zero. When the positive killer ends feel the pull of the germ’s outer covering they accelerate from standing still to nearly the speed of light with almost no friction, like lightning bolt ⚡️ leaping towards the pathogen. The killer-football formation hits all at once the with huge kinetic energy and blows apart the outer membrane of the pathogen.

The germ cannot survive. It is destroyed in a microsecond.

Barron and colleagues also wrote: “While self-assembly correlated overall with antibacterial efficacy... Certain self-assembled morphologies seem better-suited for antibacterial activity.” The football 🏈 hits harder.

We choose the super effective oval shapes that mass the spears for the strongest hit.

[Prem Makeig / premm.eth @nxt3d]

NFTs are becoming so much more than just JPEGs.

In many ways, for NFTs, it's like the joke about Bitcoin, that it has already died X number of times.

Except for NFTs, most people think they are still dead.

The T in NFT stands for token. For me, tokens are the killer app of blockchains.

At this point, the heads of banks are saying that the future of finance is tokenization, but not a lot of people include NFTs in that picture.

NFTs are one-of-one tokens, and there are a lot of assets that are one-of-ones. A house is a one-of-one. A car is a one-of-one because every car has a unique condition.

Recently, NFTs have been used as the root of identity for AI agents. The tokenization of agents has a potential TAM (total addressable market) of basically the sum total of all current and future labor. It's a giant market.

I think that 2026 will, in many ways, be considered the year that NFTs stopped being just JPEGs and started to be part of the larger tokenization narrative that will eventually lead to all the world's assets, including labor, coming onchain.

[Sam @0xTraderSam]

TLDR: Pumpfun needs Collector Crypt more than Collector Crypt needs Pumpfun.

The difference in quality between Collector Crypt and all other onchain TCG gacha/marketplaces should not go unnoticed.

[DGMD.6529 @DGMD22]

I can't believe this is a hot take, but on the false idea that Web2 IP proliferation will drive NFT value...

Let's take Azuki for example.

If their TCG is a massive success. Guess what will accrue value.. the rare/desirable TCGs... not the NFTs.

By severing connections between the NFTs and Web2 ventures, they also break the cultural link. They break the nostalgia. The idea that fans of their TCG will suddenly be like "oh man, I love Azuki, let me just go buy this NFT" when they are making active efforts to hide their web3 arm on all socials now (you have to go under the "more" part of their main webpage to even see a mention of NFTs), is crazy talk.

I think the "1st edition collectibles" take on how NFTs like PP, Azuki will accrue value through web2 proliferation is garbage, and lip service to try to twist the fact they just used the NFTs for funding and are now backing away slowly from web3.

[onche.eth @oncheth]

@spida_nft @oddities_xyz gOddity

[onche.eth @oncheth]

@igottheherb @soyouboughtit @moonbirds @spencer @WhatsGoody Congrats herb, its deserved

[Moonbirds @moonbirds]

The Birb Foundation is excited to award @soyouboughtit a grant to help @igottheherb continue developing exceptional resources for the Moonbirds community.

[Ansem 🐂🀄️ @blknoiz06]

NFTs are an area of crypto that i think deserves another look

the 2021 boom and subsequent crash left a lot of people with a negative view of them, but the underlying concept still makes sense to me

as more businesses move onchain, NFTs could become a useful way to represent ownership, experiment with revenue sharing and build communities around products

i expect there's still a lot of room for experimentation beyond the NFT models we saw last cycle

[Collector Crypt @Collector_Crypt]

Our biggest day yet: $24.3M in gross revenue in 24 hours.

123,425 packs opened... and counting.

Thank you to everyone opening packs with us and making this a record day.