Esther Katz

CMO for AI companies

[Esther Katz @polymath_af]

@DanielLockyer The skill itself is a trap for desperados.

[Matt Glickman @matthewglickman]

lots of noise right now about “context graphs” kicked off by the recent viral $1T post from @JayaGup10 at @FoundationCap framing them as the silver bullet that will finally make agents work in the enterprise. From what we’re seeing at @genesiscomp_ai, the excitement is completely justified—and may actually be underestimating how important this will be.

[Esther Katz @polymath_af]

@BlockMitzvah @Permissionless @LayerZero_Core @berachain @UpTopSearch @TheTieIO @BAXUSco I applied and got no response

[Esther Katz @polymath_af]

@LaughingLegend0 @MdBreathe Why does it gives me horror movie vibes

[Max Crypto @MaxCrypto]

🇺🇸 TRUMP JUST SIGNED EXECUTIVE
ORDER TO REMOVE SELL BUTTON
FROM ALL EXCHANGES SO MARKET
CAN PUMP BACK UP.

[Esther Katz @polymath_af]

I didn’t buy a hotel in Kerala because it was impossible to track down records of land ownership and I was not about to risk 1M only to accommodate some distant relatives of a deceased owner after the hotel launched.

[Matt @dollardrifter]

A small town in India just made HISTORY.

They’ve moved all their land records to the blockchain.

This could set a precedent for the entire world.

Here’s what you need to know: 🧵

[Esther Katz @polymath_af]

@elonmusk You flying private, dragging your kid into Oval Office, doing stage stunts, the list goes on, while Tens of thousands of government workers are being (illegally) fired, and contractors dumped, aiming at up to a million unemployed. See how easy it is?

[Esther Katz @polymath_af]

@TeslaBoomerMama @MamaJoJo62 Damn, you are cringe on so many levels. Where do I start?

[Esther Katz @polymath_af]

@AltCryptoGems Why I can’t force myself to believe in any of this? It’s always Russian spies or North Korean hackers. Conveniently

[Pix🔎 @PixOnChain]

This is Lazarus

They just stole $1.46 billion from Bybit

And they didn’t break the code — they broke the people

Here’s untold story of how they did it (and why no one is truly safe) 👇

[Esther Katz @polymath_af]

Impunity.

[Jelle Buth @j_buth]

Uniswap > Binance.

DEXs will dominate in 2025. 📈 They’re simple yet powerful—allowing any asset to be traded globally, without restrictions or market makers.

Yet, many projects rush to CEXs, thinking that's where users are. But the REAL users? They're already on DEXs.

CEXs actually add friction:
1️⃣ Buy on a CEX
2️⃣ Transfer to a DEX wallet to use
If wallets are a barrier, maybe the product (and token use case) is too complex. 🤯
Yes, CEXs boost volume. But is volume the real goal? 💭

[Miles Deutscher @milesdeutscher]

The launch of Pump Fun is directly correlated to the destruction of the altcoin market vs $BTC. 👇

The reason we've seen no major "alt season" across majors, is because the speculative capital that would've once poured into top 200 assets, instead decided to jump the gun and flood into on-chain low caps instead.

The early birds & insiders got insanely rich from this. And truthfully, there was a lot of money to be made (and still is - it isn't going away). But most retail (who entered late) lost, as is the case in most altcoin cycles.

But unlike 2022, where their losses were limited mostly to CEX alts with solid liquidity, instead, they got stuck into illiquid on-chain memes which quickly retraced -70-80%.

Thus, it became a wealth destruction event much greater than the early 2022 bear (LUNA aside), even though BTC (and some majors) are still in a macro bull trend.

Understanding this, it's clear to see why sentiment is so poor.

Pump Fun fundamentally changed the game, arguably for the worse. But it has also made crypto the biggest casino on the planet, which is a powerful onboarding tool.

Btw, I don't "blame" Pump Fun, as its launch is in direct response to the brash crypto regulation which has made it impossible to fair-launch projects. The SEC essentially forced the industry to find ways to make the industry "fairer", as opposed to the VC/insider-fuelled bull run of 2021.

Since 2017, we haven't found a reasonable system to make the space more equitable in terms of the way projects launch (airdrops being the outlier and probably the best model i.e. $HYPE and $JUP). But maybe that will change under Trump.

h/t @0xaporia & @elliotrades.

[Miles Deutscher @milesdeutscher]

It's been a wild past 48 hours in crypto. One of the most volatile periods I've ever experienced.

If you're struggling to make sense of it all (and unsure what to do), read this thread.

I just compiled the top 10 tweets to help you understand what is happening, and why.👇

[Esther Katz @polymath_af]

@Ashcryptoreal It’s not the same Melania.

[Esther Katz @polymath_af]

#short #Trump #MELANIA

[Esther Katz @polymath_af]

% of supply in top 10 hands went up from 88% to 91%.

[Esther Katz @polymath_af]

@realKingpin_MMA @unusual_whales On the website duh https://t.co/IgYrbjK53t

[Esther Katz @polymath_af]

Funny af. #Crypto #MELANIA

[Esther Katz @polymath_af]

Insider trading is not just a bad part of crypto trading. It’s ALL that crypto trading is and has always been. The game is rigged and if you think you can overplay snipers, you are dumb af and I am not sorry for your losses. Your president just rugged you. #CryptoScam