oscender

We need Christ!

[YokaiCapital @YokaiCapital]

before I go I will tell you a secret:
@frankdegods is behind @UsePaid and other projects and is slow rugging his people while maintaining steady cool ai tech guy look on CT

@_Shadow36 is behind $troll with 0 real holders fully bundled shit while rugging his followers on $shadow $cupsey and shit loads of rh coins

@theunipcs pumped useless so people would think he has motion while he was behind bonkfun and every bonkfun coin and rugged every single one of them

@WhiteWhaleLabs is resmus and both are unipcs fake accs

any coin that has @Cupseyy ping/buy is his bundle and will be sold on you

axiom/pumpfun want you to believe that BubbleMaps and InsightX is where you should check bubbles, and if they are clean then coins are good, but they are lying, they are owned by the same people and don't show real bubbles, you should check it on https://t.co/IiioGAEeAO which shows full bubbles but no terminal is integrating them because no coin would pump

@AxiomExchange saves all your private data and trades on the information (also shares with others)

@AxiomExchange charges above $100K+ for showing new launchpads on their platform and gives attention to highest bidder, really really corrupted company

@PoorGoat_ is @blknoiz06 alt account and solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump has 0 real holders and is fully bundled, solana:Ai66LHZG9MCzg1WKdawwqduVAXpNDUuV8M3uyq5ppump is his bundled "meme" play and PoorGoat is his created persona, with fake fomo PnL, and he eats from airdrops from various projects, CATE was a try to push his launchpad, but was a total failure, most likely he's in loss in both projects, fair on him, much better than any other guy I mentioned, but truth has to be told, CT deserves better

@fomo leaderboard consists of only fake personas and fake PnLs, 98% of those accounts are not real people, they are one of the bundled wallets in bundled coins registered on fomo as a real user, just to lure people into following those wallets and luring them into scam coins

@Pumpfun was made by young kids that were bundling and rugging coins, but they were super good at doing it, and they wanted a bigger stage, where they could launch as many coins as they want on their own platform, where they could control the whole process, and they have succeeded, they are some successful kids from criminal underground, very successful at what they are doing, and they know how to keep the casino going, since bundling and scamming is all they know, its in their roots

now to the yokai part, yea yokai sucks, has no motion, but at least has stayed true to his shit stuff, he is also a made up persona, but he always wanted to launch smth cool that would work, without all the bs, but since it wasnt working out he was usually taking his money back by selling into the pool, to take back what he invested, sometimes in profits and many times in losses, thats why I believe @blknoiz06 is in a huge loss on CATE and ANSEM, because when you try to keep things up there, in this market, almost always you're taking a huge loss and waiting for bull market to bring you profits, which never came to the trenches, dont really give a fuck if ppl believe this or not

if you look at my posts lately i've been fucking around with this account, totally not serious with it anymore, its just a hated account with shitty history and literally with hundreds of failures, but before I left I wanted to give you some real info, so trenches can learn a bit from experienced and if you ask I will give much more detailed information

cancer to trenches:
- @Pumpfun
- @AxiomExchange
- @theunipcs
- @fomo (for not banning fake accounts from leaderboard and dining with shitty influencers, while 95% of fomo users are in a loss)
- @frankdegods with a lot of cash behind the scenes, cash he made through DeGods, he's super smart and talanted guy, so I respect him, at least he pushes cool stuff before slow rugging them, but I believe he can do much bigger things in life, proper talanted indian, but still an indian
- @_Shadow36 literally a scammer, thinks he's smart, he's not, in a different (lower) league than ppl/companies mentioned above
- @blknoiz06 cool chad, feels like he doesn't want to sleep at night thinking he's a scammer, but he kinda is with all the bs coins he pushed and never mentioned again such as solana:DitHyRMQiSDhn5cnKMJV2CDDt6sVct96YrECiM49pump and having fake personas @PoorGoat_ / CATE etc, also not as talanted as he makes it look like, I think he's overinvested and has no idea what to do rn

the og of CT? @cobie I have nothing bad to say about the guy. he stayed cool as fuck all these years, built something valuable, and sold it to @coinbase for a billion dollars, now he works and does good for CB

trenches will do better when cancer is cured

but for now, there is now cure for cancer, so all you can do is gamble

end is near for them, stay smart, always check for signs that I mentioned above, to tell fake from real, use solscanner not other bubble map platforms, stay away from manipulators, and if there's a real runner you will know, it will be funny or super viral, it will have a narrative that can last, and it will have clean bubblemaps with real volume that's growing, and no cancer around it

DO NOT follow tracked wallets that Axiom or Pumpfun gives you, write your own agents and bots that can find real winners from latest successful launches, not the bundle wallets that had good PnL, but real traders that profitted, get your agents to find patterns between these plays, and get your own signals, do not track KOLs, the only reason they give you those names is to fuck you right in the ass

cheers

[Xeer @Xeer]

wait… so you’re telling me these KOLs “printing” on fomo and pump were just:

> partnered with teams to buy coins using funds given to them
> paid cash to publicly hodl those coins
> never actually had their own capital at risk
> round-tripped the “profits” because it was never their money
> led thousands of their “followers” who are used as exit liquidity to the slaughterhouse
> and somehow convinced everyone they’re god-tier traders

wild. don’t confuse an undisclosed paid partnership with someone actually trading their own capital.

one is trading.

the other is paid marketing.

[Dr. Brian Hoeflinger, MD @drhoeflinger]

I’m a retired brain surgeon and I wanna tell you why you feel like life is passing by. I just need one minute to explain this to you so hang in there.

Repetitive daily routines stop the brain from recording clear detailed memories. When every day looks the same, your brain does not track time the same as a clock does. It tracks change. If nothing new happens then days, months, and years start to blur together.

This is know as Time compression. When life lacks variety, your brain compresses past days together, making it feel like time is sped up.

To stop feeling like life is passing you by, add new experiences to your life. Break routine habits, like changing your daily home routine, taking a different route to work, or trying a new hobby.

Schedule small trips or plan new adventures so your days do not blend together.

Practice mindfulness by staying fully focused on what you are doing right now and not trying to race off to the next task.

Keep a journal and write down happy memories or memorable parts of the day before you go to sleep.

Take deep, calm breaths when you feel anxious or rushed to return your focus to the moment.

You can and you will retrain your brain to not feel like life is passing you by by following these few simple measures.

[mert @mert]

I understand for many new folks holding ZEC on an exchange is good enough for their needs

but I'd really encourage at least playing around with the wallets as it's a perfect illustration of what crypto could be

i) download vizor or zodl wallet (ideally secured with keystone hardware key, though ledger integration is coming soon)

ii) move some funds to it from the exchange and shield theme

iii) from here, you have an encrypted base of money. similar to a private bank for offshore wealth banking

iv) then, you can use the crosspay function to make payments on any chain and any token via the built-in near intents integration

so you pretty much get an international private bank that you can use for shielding your wealth, making your payments, and even privately voting on zcash network upgrades

[Bold @boldleonidas]

Summary: if you have hot wallets in Chrome extensions and get any kind of malware they can just sweep the seed phrases from any extension wallets you have and all your passwords etc.

If you have any form of sync on in Chrome this will sync across to your other devices.

[Squiggly Hair Shanks @redhairshanks86]

every generation has their own events, jobs, investments that deliver outlier returns and if you merely pursue what your parents generation recommend you, you won't get these outlier returns

every market behaves the same: it starts niche, few players are in, you make easy money in the beginning, then more players join, then institutions join and the market becomes EFFICIENT. from then on, the industry is mature and competitive, margins compress and it's hard mode

this is exactly what happened in crypto as well

now... in our parents generation, things were slower. no internet, no social media, information travelled slower, especially across continents. it took longer for an industry to mature and margins to compress, but there is NO WAY that something started 40 years ago and still delivers outlier returns today

people had decades to look at the opportunity and jump in. people will always enter industries where margins are outlier. a good example is real estate, investing in real estate is simply not as lucrative today as it was for our parents. they were able to get real estate in elite locations for relatively little money and the opportunity was there for decades but by now it is gone

the same logic applies to going to university. you were elite if you attended a university in 1970s, but today half the population has degrees, you do not stand out any more

but most parents don't think that way. they think "it worked for me, so it is a good plan, so my kids should pursue the same". and the plan isn't bad to be honest, you can still become a doctor or lawyer, all i am saying is that these jobs that were great in our parents generation aren't exceptional today anymore. they didn't adapt to modern technology and are not taking advantage of things you can do today that you couldn't do back in the day

the most alpha is in new activities. activities with very little competition. not opportunities that people had 40 years to optimise. even more importantly, opportunities close faster today than ever before. our parents had DECADES in niche industries before they become mature, today we have months. our parents had the luxury to SLOWLY enter a new industry as opportunities stayed open for may years due to lack of internet and information exchange. even in the early 2000s you had years of outlier returns but those times are over

today, if you want to get rich, you either act fast or you are better off skipping the opportunity

if you want a stable job, listen to your parents

if you want to make it, find the wisdom in the comment sections on social media or be in exclusive circles of people who are always at the forefront of new trends

[Prateek_0x @Prateek0x_]

A few people asked me how I think about meme markets. Here's the actual playbook.

Memecoins are all about attention. The more attention something gets, the better it does. Most people don't get this until it's already happened.

The whole playbook is betting on whether something will get attention at a point in the future. If it works, you make huge money. If it doesn't, you lose some.

If something has even a 20% chance of going viral and the upside is 10-50-100x while my max downside is just my entry size, the skew is mispriced in my favour. That's the mental math. Bet heavy when the probability of attention is much higher than what the market is pricing in.

Attention creates price. Price creates more attention. That feedback loop is what makes meme markets so violent on the upside and brutal on the downside.

TBH that's how the whole market works. A lot of traders don't actually trade stocks. They don't trade tickers or financials. Your job as a good trader is to find what could get max attention in the next few days/weeks/months or even a few years, and buy into that.

The only difference between memes and stocks is the parameters for success. Memes are about how viral it will get and the emotional appeal. Stocks are about financials, future revenues, promises, not just current growth.

Multicoin framed it best in their "Building The Attention Economy" piece. They said the price of any stock has two components, DCF value (intrinsic) and memetic value, and historically most stocks didn't have significant memetic value. Memes are just stocks where the memetic value is 100% of the price.
https://t.co/j8TRQldHSx

Elon said it back in 2017 and I just can't forget this tweet. "Whoever controls the memes, controls the universe."

A lot of people think memecoin traders are retards. They fail to understand the same mfers are insanely good at spotting shit early. They understand the skew between something with low attention now and what becomes insanely viral later.

Being an elite trader, investor or founder is all about spotting stuff when no one is looking, not when it becomes a consensus trade.

Same mental muscle as the chads who bought NVDA in 2022 before the AI rally, or joined OpenAI and Anthropic before ChatGPT existed. They walked away with 10M, 100M or billions. Humans get paid for spotting trends early and going all in. Memecoin traders just do it on a faster clock.

Doesn't matter if you trade memes, perps, prediction markets or stocks. You're always betting on attention. Just that memes are the purest and rawest version of that game.

[kaize @0x_kaize]

https://t.co/jICc0wlDzV

[Sumit Behal @sumitkbehal]

The growth of Kristjan Qullamaggie from $5,000 to $100 million as a retail trader is an unbelievable story

I just finished the first chapter of new Market Wizards book and am breaking down this journey in the following tweets

[Abdul @0x_Abdul]

what did megaeth "pay" binance?

i dug into the MEGA listing announcements on binance and did some sleuthing to figure out whats going on

firstly, understand that binance's official policy is zero listing fee. they have not charged "listing fees" on any token listing since 2018

however, most operators in this space know that a binance listing is never "free". they ask for a portion of the token supply and give out 100% of it to their users in a number of different ways:

- airdrop for BNB holders
- marketing campaigns (trading-related)
- binance earn products (boosted yield on holding tokens on binance)

in the case of megaETH they did not do the airdrop or marketing campaigns (yet) .. but there is a binance earn product thats currently live

the binance app shows that the earn product is currently offering a 12.19% APR on MEGA deposits with a personal subscription limit of 33,668 MEGA ($4.6k)

however, the binance announcement of this product skips on important details that are usually always mentioned in such binance announcements: total deposit cap, promotion period/duration, etc

(you can compare binance's announcement for MEGA vs SIGN or SLF)

but interestingly the binance api reveals more details on the product itself, notably that the pool has a 50m MEGA cap which is currently 6.7% subscribed (link to api in next tweet)

that brings us to the million dollar question:

where is the 12.19% APR on binance's simple earn product for MEGA coming from if megaeth really did not give them tokens?

binance's own docs mention that boosted APRs on binance earn products are funded by projects themselves

so did binance make a first-time exception for this megaeth earn product and decided to give users yield to deposit their MEGA out of binance's pockets?

or were the binance listing announcements carefully crafted to ensure that it respects megaeth's public stance on not paying exchanges while binance still getting what they asked for?

i'll let you be the judge

fwiw, based on my napkin math, megaeth's negotiation with binance was good and they likely gave binance MUCH less than 99% of projects whose tokens get listed

(this obv assumes that there aren't more activities yet to be announced between binance and megaETH that use MEGA tokens)

--

coming back to the original point though, binance never lists a token for "free" and the biggest example here is pumpfun's TGE from last year. binance refused to list the most hyped TGE of the year until one month later when alon finally caved and gave binance 350m PUMP tokens for a trading competition

no free lunch with the biggest crypto exchange in the world

[Variational @variational_io]

https://t.co/FiGmhI5YSy

[Blond @BlondB00]

I need you to understand this: dedicating your work to God protects any of your work from ever going to waste. even if you spent years building a business and it fails, you don’t need to go into the mindset of “well, at least I learned transferable skills.” no. adopt this mindset instead: “did I do everything I could to honour the present moment? yes? then I have done my duty, and God will provide.” you are thus invincible, and beyond material outcomes in an absolute sense. your wellbeing is not attached to results, but to worship.

[Polish Quant @PolishQuant]

https://t.co/ORDJqHrbVS

[IncomeSharks @IncomeSharks]

A lot don't have patience for Nuclear but it's something I'd make sure I'd have exposure in before 2030.

[Game @game_for_one]

Before you enter any trade, ask yourself one question

Are you the fish?

It sounds simple. Most never ask it which means they have no idea if they have edge in this specific setup.

Edge is specific. You’re early. You have better info. You understand the reflexivity others don’t. You have a structural advantage. Something has to be the reason you win this trade. If you can’t name it, you’re probably the liquidity.

And edge expires. You can be the smart money in one hand and the fish in the next if the market moved and you didn’t. Past wins aren’t permanent edge.

Sit down at the table, always ask the question. If the answer isn’t clean, don’t play the hand.

[Ethan Kho @ethanrkho]

"Crypto is the dumbest market in the world"

Scott Phillips (@ScottPh77711570) runs HyperTrend — $20M of his own capital, one losing year in six.

His edge? Picking the table big firms can't sit at.

"There's no second-best counterparty in crypto. You see crime, you run towards it — crime is the foundation of edge."

We cover:
- Why crypto still has edge in 2026 — even when your uncle is talking about Bitcoin at Thanksgiving
- The simple rules (buy 20-day highs, top-20 coins) that print through any market
- Why stacking trend + momentum + carry gets you there from a spreadsheet — no automation required
- Price-insensitive buyers (Saylor), price-insensitive sellers (North Korea) & why both are permanent alpha
- The 90-day Binance listing short — an edge hiding in plain sight in market maker contracts
- Why most shit coins trend to zero — and how to trade the ones that don't
- Building a tokenized, permissionless DeFi hedge fund on hyperliquid — 2 & 20, fully on-chain
- Why the best quant firms are run by near-non-verbal autists with one translator

Thank you so much @ScottPh77711570 for coming on the pod!

Highlights:
01:04 Table selection and the math of competitive alpha
06:21 Why basic trend following yields outsized Sharpe in crypto
08:49 Why market inefficiency persists despite institutional inflows
14:58 Price insensitive buyers: Cults, VCs, and North Korean hackers
17:17 Factor analysis and the size-decay effect in shitcoins
25:40 The structural edge in mid-frequency crypto strategies
32:43 Tokenized DeFi vaults and on-chain hedge fund governance
40:43 Designing a robust portfolio: Equal weighting vs. MVO
44:21 Sourcing alpha from ghost chains and VC exit liquidity
49:58 Exploiting market maker contracts and post-listing drift
53:55 Operational alpha: Managing margin and manipulated funding rates
01:01:13 Shifting from quant to CEO
01:11:28 How to bridge the mentorship gap with elite traders
01:22:38 Building network triads: The secret to compounding social capital
01:29:23 Why 10x goals require total identity transformation

[Bill Gurley @bgurley]

"So You Want to be a VC"

Im enjoying this week in Boston visiting students promoting my new book - Runnin Down a Dream. Not surprisingly, many ask me about trying to break into venture capital. I wrote a letter answering this question 15 years ago. I would send it out when people inquired. I'm making it public for the first time - with zero modifications.

1) I think it holds up well
2) make sure and read my new book also
3) I probably can't help with followups (as suggested in the letter)

Hope you find it useful. Good luck!

[ZachXBT @zachxbt]

1/ Welcome to the Circle $USDC files.

$420M+ in alleged compliance failures since 2022, including fifteen cases of the US-regulated stablecoin issuer taking minimal action against illicit funds.

[Radigan Carter @radigancarter]

https://t.co/Ys7x2TMb2t

[smartestmoney.hl @smartestmoney]

Your money, his net worth.

Game is game.

Until you learn to stop playing his game.

#neverforget1010