chubby

[Merlijn The Trader @MerlijnTrader]

BITCOIN JUST FLASHED ITS 5TH GOLDEN CROSS.

The first 4 all led to explosive rallies.
Now the 5th prints with everyone bearish and bored.

The 10Y–2Y is turning,
liquidity pressure is easing,
and BTC is coiled under resistance.

The crowd doubts it.
The data doesn’t.

[chubby @pocochubs]

https://t.co/Rvi5BCC6r7

[AI Edge @aiedge_]

Elon Musk just released the most intelligent AI model ever.

Grok-4 is finally here, and it's literally a super genius.

This changes everything we thought we knew about AI capabilities.

🧵: Grok-4 benchmarks.👇

1. Grok-4 Heavy solves nearly half of Humanity's Last Exam (44.4%)

[chubby @pocochubs]

https://t.co/Rvi5BCByBz

[Miles Deutscher @milesdeutscher]

You won't feel like reading this thread right now.

But it might be the most important thing you do all day.

Everyone is telling you when to BUY, but not when to SELL.

🧵: Here's my FULL bull-market take profit strategy (to help you maximise this bull run).👇

[Ricardo @Ric_RTP]

The most powerful family in the world today isn’t the Rothschilds or Saudis…

It’s one that rarely does interviews and barely posts online.

Yet almost EVERYONE uses their product.

Here are the top 10 most powerful families (and how they built their empires):🧵

[Carl ₿ MENGER ⚡️🇸🇻 @CarlBMenger]

Send it to VALHALLA. #Bitcoin

[Dom @traderview2]

$OM dumped -92% ($5.00 to $0.37) in 1 hour

Everyone's blaming the team and guessing what happened

I pulled over 15 million trades from Binance & Bybit

Here's what really happened 👇

[stopthefire01 @Stopthefire01]

The Next Big Thing - Robotics Tokens

Alright guys, what's been cooking in the world of our beloved meme-makers and VC builders? First off, late last year, there was an attempt to carve out a new narrative called "Robotics tokens." We saw some outright LARPs like @divinediarrhea, where an AI supposedly 3D-printed itself a body, and semi-LARPs like @daigeagi, aiming to upload an agent into a robo-flea carrier.

Then, in February 2025, @MessariCrypto analysts coined a new term: Decentralized Physical AI, or DePAI, which includes some more serious projects. Here's what caught my eye:

@Peaq - an L1 for Depin projects from the previous cycle, they're aggressively moving into this new niche, throwing around buzzwords like "Machine RWA" and inventing new primitives like "Universal Machine Time" - super-precise time for machine synchronization. Unclear why UTC isn't enough, but okay.

@AukiNetwork - friends of Peaq, focused on spatial computing and machine perception. Trading on Uniswap with a $185M FDV. Looks like your typical VC coin, but who knows?

@xmaquinaDAO - also Peaq's friends, and they'll be working on their chain. They aim to create a DAO for investing in DePAI. Holding a token sale via Genesis Auction (https://t.co/SH8qOO8McU). The first wave is over, waiting for the second. Might be worth participating, has that @bioprotocol vibe (which gave decent returns to similar pre-sale participants), but the Peaq connection is a bit concerning.

@RokoNetwork - a relatively old project trying to stay relevant, pivoting to a robotics network for virtual simulations and remote robot control. The token is at rock bottom.

@frodobots and their projects. They have a PumpFun for agents - @robotsdotfun where they'll control hardware, a robot fight club, and "Small Autonomous Motherfucker" - @SamIsMoving which already has a token on Base and some serious subnet network -(https://t.co/TkaLF85Eyv) for all things robotics. Basically, a @opentensor for the robotics world, with VC backing. Interesting, worth keeping an eye on. The main exposure right now is the $SAM token (https://t.co/jvQ29KFIts), which gets 0.5% of trading fees on https://t.co/2YpfsGgdyQ and 5% of tokens issued there.

@eidon_ai - they're LARPing about building a training infrastructure for robots. You wear gloves and goggles, complete quests, and Eidon collects some vague data. No token yet. The website is so bad,that it's almost good.

@reborn_agi - similar to the previous project. Motion digitization for humanoid training. A token is mentioned in the docs. @Rewkang is following.

@VentureMindAI - they do everything, including loading agents into robot dogs.

@AIRA_Robonomics - they have an infra project for humanoid robot control, "Polkadot Humanoid Robot SDK," with the XRT token on Polkadot.

@aipeaqDAO - some thematic scam, planning to launch on daosfun. Looks like a total scam, but added for variety.

@AiagentEli - another project from the scam above, "first onchain robot on Solana." Expecting some NFTs.

For some background reading:
https://t.co/Mrz57aGwPf
https://t.co/Zs9NmaFDme - Messari analyst who coined DePAI.
https://t.co/wKQCdVfbPo - a somewhat outdated but still relevant list of Robotics crypto projects with tokens.

Shoutouts to @CryptoKidGoku @johannestknd @karl_kallas @twobitidiot @masonnystrom @RyanWatkins_ @capradavis @katherinewu @Old_Samster @ericturnr @v_for_vincent @eshita @PChuzeville @nickgarcia @0xCheeezzyyyy @0xallyzach @PhilJBonello @0xwatercup @defi_monk @bloomberg_seth @AvgJoesCrypto @CryptoSam01 @dylangbane @dantwany @adamcryptovc @ItsFloe

[LunarCrush @LunarCrush]

🧐Are AI agents so back?

It's the top performing sector today with the average asset up over 8% and social engagement screaming higher. Top engagements go to...
1 Injective
2 FAME AI
3 Fetch
4 AI Rig Complex
5 PAAL AI
6 aixbt by Virtuals
7 AITECH
8 ai16z
9 Edge
10 CreatorBid
11 BankrCoin
12 ChainGPT
13 ORBIT
14 TriasLab
15 Virtuals Protocol
16 Cookie
17 MyShell Token
18 OctaSpace
19 NeuroBro
20 LayerAI
21 Venice Token
22 WHISP
23 GRIFFAIN
24 Pippin
25 OpenServ

👉Check LunarCrush for the latest!

[chubby @pocochubs]

They create Pumps, Dumps, Fake Volume, FOMO, HYPE https://t.co/5qOqsbaWIs

[chubby @pocochubs]

They create Pumps, Dumps, Fake Volume, FOMO, HYPE https://t.co/5qOqsbaWIs

[yoaquim @yqboom]

our thinking about this cycle fundamentally flawed

i keep hearing dumb shit like: "pumpdotfun killed crypto"; "utility coins died because of memecoins"; "memecoins sucked the liquidity out of the 'real' cycle"; "DeFi is supposed to be running";

last cycle money and attention was spent largely on picking the right chain, picking the right tech, and the winners of that battle were never picked during the previous bullmarket.

memecoins ARE the cycle.

cycle's don't repeat, they build upon eachother, each cycle serves as a PVP battlefield of protocols and chains against one another, to see what survives and what is picked by retail and users as the winner.

during the end of the bear market we saw a massive rotation towards @solana, essentially crowing it the winner of last cycle's battle "the best chain". The previous cycle was DOMINATED by chain PVP, that was the only conversation being had from @ethereum, @avax, @binance, @SuiNetwork, @Aptos, @Cardano, @trondao, @Polkadot, and so on.

anyone from last cycle will recall that all these things were a primary topic of conversation.

and allow me to clarify, "the best chain" refers primarily to the most accessible, most usable chain for the largest sum of players, both crypto native, and non-crypto-native. I am not vouching for Solana being flawless.

during the bearmarket chains and protocols had time to refine and prove their worth, but a clear winner emerged.

Solana was picked as the winner, and builders had already been analyzing what they can build on-chain since the previous cycle and during the bullmarket, by nature entrepreneurs and founders gravitate towards building something retail will ACTUALLY use.

MASSIVE surprise, people are hard wired to want fast money, fast dopamine, and essentially "gamble".

mind you, i am not saying trading memecoins is a direct parallel to gambling, but it obviously has elements of gambling embedded by nature.

quick money—and by extension, memecoins—had massive appeal to the largest segment of users. @pumpdotfun and @a1lon9 provided the infrastructure needed for seamless onboarding and accessibility to support this narrative.

despite this, there will be many competitors that spring out of this cycle, and a deep refinement of this side "memecoin" side of the industry.

this cycle of "primary topic / PVP" -> "refinement" -> "resolution / result of refinement" will continue.

this cycle has built upon last cycles resolution, which was Solana, users then gravited towards the next most "usable" thing on the chain, memecoins.

memecoins ARE the cycle built upon everything from last cycle.

YES, there are flaws with memecoins, the same way there were flaws with anything during any previous cycle.

YES, there will and must be a refinement stage for this technology.

NO, @pumpdotfun, @solana, @MeteoraAG , @JupiterExchange, etc. did NOT ruin this cycle, they ARE the next lego block, built upon last cycle, a mere extension of user desires, a reflection of what retail finds most appealing, usable, and interesting.

rewire the way you think about cycles.

EVERYTHING, is a result of the previous cycle, NOT a random isolated occurrence that "ruined" this cycle.

your conception of cycles and biased desired to pump your dinosaur bags of DeFi protocols is what is keeping you poor.

be more dynamic. be smarter.

[Quinn Thompson @qthomp]

If in fact tomorrow's White House digital asset event pans out to be yet another nothingburger (which is what I expect), it would not surprise me if that catalyzed a real 1-2 week capitulatory move in crypto. I question how long market participants will be able to hold out hope for empty strategic reserve promises and I struggle to see what good news is left to be revealed.

I am of the belief that the market showed its hand quite definitively in the aftermath of the weekend Trump pump scam. To me, the market sent a loud and clear message as to just how many trapped all-time high buyers there are in the asset class that made for the swift rejection from the $95,000 area. Day by day I expect the top buyers who were hoping to sell above 105, then above 100 and now above 95 will likely continue moving down their acceptable exit prices as fear sets in.

While I have seen mixed sentiment across the industry as to the Trump admin's fulfillment of promises to the industry, I think they have delivered 'bigly'. Taking BTC price from $65k to $109k, rapidly deregulating via a declawed SEC and paving the way for new legislation around important innovations like stablecoins. To me they have come through and then some. The strategic reserve was a silly idea for a debtor nation in the first place, largely pedaled by bagholders for personal enrichment.

While I see many point to the new age we are now in and the generational opportunity for the industry, I am having a difficult time getting comfortable with who the next marginal buyer is at these prices. Governments are already in the boat as they had 3 months to front run Trump's inauguration, Saylor's pace of buying has meaningfully slowed and animal spirit driven retail investors have gotten decimated and are unlikely to return quickly given the broader economic deterioration. When I think of fat pitches, I recall end of 2022 or late summer 2023, not when everyone in the world is shouting from the rooftops.

[Eleanor Terrett @EleanorTerrett]

🚨DEEPER DIVE: So, @realDonaldTrump’s Executive Order calls for two separate things — a strategic reserve and a stockpile.

The strategic reserve will contain only $BTC (the digital asset with the most store of value) using the 200,000 or so tokens already in the government’s possession that has been seized over the years through criminal and civil forfeiture. Sacks says Bessent and Lutnick have also been given authorization to explore means of acquiring more bitcoin through avenues that will not cost the taxpayer.

The EO also mandates a full audit of all the digital assets currently in the government’s possession.

The other is a digital asset stockpile containing assets other than bitcoin — presumably $XRP, $ADA, $ETH and $SOL (as announced by the President last weekend) and potentially others.

The key difference between the reserve and the stockpile is that the government will not actively look for ways to purchase more of the assets contained in the stockpile. It will only explore using government funds (if they can find budget neutral ways to do that) on buying $BTC.

Sacks says the purpose of the stockpile is “responsible stewardship of the government’s digital assets under the @USTreasury.”

[Huma @HumaCapital]

It's becoming increasingly clear that Trump will do whatever it takes to bring down UST yields and with it the USD.

Lower yields would allow for (1) easier government debt refinancing, and (2) cheaper capital for companies investing in the US (would boost US manufacturing). Moreover, they would lead to a weaker USD.

A weaker USD will boost foreign investment as well as US exports; exactly what Trump needs now that he wants to bring manufacturing back to the US.

To achieve this, Trump is willing to take the US into a recession. With tariffs, he spooks the markets short-term while again boosting US manufacturing over the longer term. With DOGE, he signals austerity (which can lower bond yields) and he causes an increase in unemployment (forcing Powell to cut/ease sooner).

Markets are reacting by:
- Now pricing in 75bps of cuts instead of 50bps in January.
- 10-year yields down from 4.8% to 4.3%.
- USD weakening; DXY down from 110 to 104.
- US stock markets 5-10% from their peak.

A risk that remains in Trump's plan is inflation; tariffs can lead to higher price levels but will not necessarily be inflationary since the price increase occurs once. If inflation does not come down, we'll get stagflation like during the 1970s.

The best-performing asset of the 70s was gold. So, if we end up with stagflation, expect gold and Bitcoin to outperform.

If inflation comes under control, it would allow the Fed to cut/ease sooner, which can also be bullish for Bitcoin in the short/mid-term due to the boost in liquidity. Longer term, however, fiscal austerity and economic growth might prove to be bearish for gold and thus Bitcoin (relative to equities), now that it is being narrated as a safe-haven asset.

[CZ 🔶 BNB @cz_binance]

So, @CoinMarketCap has a new feature about Alt Season. Of the top 100 altcoins, how many of them out performed bitcoin in the past 90 days. I think this is a tough ranking system. 50 is probably a really good score. 😄

[Poonam Soni @CodeByPoonam]

Goodbye ChatGPT

It’s only been 5 days since Deepseek R1 dropped, and the World is already blown away by its potential.

13 examples that will blow your mind (Don't miss the 5th one):

[Rekt Fencer @rektfencer]

Trump Will Establish an America-First Crypto Reserve

Some U.S.-based tokens have a HIGH chance of being included

Expect BILLIONS in demand for these projects soon

🧵: Here are 10 tokens likely to join the reserve 👇