Leopold is just killing it. Two billion-dollar banger positions quarter on quarter. Intel and BE.
Built a dashboard to track his positions in real-time, along with his Homeruns with thesis based on Situational awareness Manifesto, Funds evolution, etc. https://t.co/OEsmsuRm0L
Bitcoin has evolved: Taproot → Ordinals → L2s. But what’s still missing is true programmability without bridges or wrapped BTC.
That’s where @ArchNtwrk comes in.
Arch introduces ArchVM, a Bitcoin-native execution layer that enables smart contracts secured directly by Bitcoin. Using threshold signatures, it delivers bridgeless execution on L1, plus parallel processing and ZK proofs for scale. This allows real BTC to be used in lending, swaps, yield, and advanced DeFi flows-no wrapping, no custodians, no trust assumptions.
Over $2T in BTC sits idle. Programmable Bitcoin unlocks it.
Think Hyperliquid-like performance- on Bitcoin.
Been a really rough last few days for everyone. I think it's that time of the year again, where we slow down a bit and reassess everything, shift gears on the risk as the market remains choppy.
I don't know when the bottom would be. But I would suggest not overtrade at this point. We had easy mode last few months, it's hard mode again. It's time to focus on Capital protection more than capital creation.
Being a multicycle cockroach. What I can tell is, easy mode will come again, don't fight yourself too hard.
Also, it's a good opportunity right now to focus on improving your skills and sharpening your axe. Maybe spend some time offline doing things that make you happy. I was feeling a bit low yesterday, spent some good time on the beach and in the ocean while jet skiing. It gave me a good rush and cleared up my head and I’m kinda bullish on life more than ever.
I started reading this book called Thinking in Bets, kinda really liking it and also been slowly consuming Crypto cred'@CryptoCred's trading playbook to try and become a better trader.
https://t.co/0ZTZYDFOUy
Also, it's a very good time to farm some/use some quality crypto products, which can give like 6 figs kinda airdrop by just being early. One of the current ones I am using is Vest Exchange to trade US equities on leverage. It's backed by the likes of Jane Street, Amber Group, Selini Capital, Citadel, Blackrock, etc.
Here's my referral if anyone wants to use it.
https://t.co/ImcyQ9faVx
I know it's fucking hard for many of you. But just trust me, we will have good times again. Until then, just hold up and probably grind hard to make yourself better.
GL Degens
$CODEC stands to gain significantly from @pumpdotfun Spotlight initiative. As an AI and Robotics Infra project, it benefits from improved discoverability, sustainable liquidity via PumpSwap, and tailored growth support- positioning it as a driving force behind Solana’s Internet Capital Market evolution.
Aped into $ZARA at $3.5M which seems like a Virtuals type of no code App/AI launcher for x402
They have built a Virtuals type No-code agent builder for x402 apps
https://t.co/PnLNWsxiMT
https://t.co/bQBB108oVg
Their parent company Vistara, is actually incubated by Binance Labs (YZI Labs)
https://t.co/gGoD1f2DLF
Zara has over 5000+ apps built on their platform and deploys apps/agents in minutes. That means Zara-built apps can 1) expose their own paid endpoints and 2) call other paid endpoints. That’s exactly where x402 fits.
https://t.co/5H2G54U3P4
They have been building multiple x402 apps for the past 2 months
https://t.co/sakxO7qWr9
They have also built x402 for the BSC chain
https://t.co/OkOlBDOJ39
Vistara has been constantly shipping hard on x402 stuff and also launched Base Mini Apps with Coinbase x402: launch directly within Zara
https://t.co/xpDKIrqfkt
https://t.co/lLnTP4RylT
CA: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump
Calling this out in Public. x402 meta can cook like AI agents meta if the market supports, coz it seems pretty mid curve.
Saying this after spending more than 100 hours researching the tech. x402 Tech is real, not LARP
$PING may become the next $GOAT being the first Meme.
Here's the list of all the x402 Meta-related tokens https://t.co/pMcVe5Lgss
Multiple billion-dollar tech giants like Google, Anthropic, Cloudflare, AWS, and Circle are actually working on it, along with Coinbase. https://t.co/zudwTB2UwQ
https://t.co/PUpuj1bfXV
https://t.co/OgduY3XaeN
https://t.co/gDjB7iqH4I
https://t.co/gRAxpjDwcQ
I have backed @ArchNtwrk and signed their manifesto.
As a core believer in Bitcoin, I really resonate with their vision. Arch is the invisible infrastructure that makes Bitcoin fully programmable- without users even realizing it. It’s the backend that every exchange, app, and institution will rely on to build and settle on Bitcoin.
Sign the Arch Manifestro here: https://t.co/n1jQHg0xB5
Arch Network’s approach is interesting and could shift Bitcoin from “digital gold” to a full-fledged settlement layer for DeFi, RWAs, and beyond. Potentially unlocking trillions in idle capital while leveraging Bitcoin’s security through direct UTXO programmability. Unlike bridged L2s, it remains native to BTC, reducing risk and trust assumptions.
Not your keys, not your Bitcoin
Been bidding on $NOCK
Probably the only coin that is going up while the whole market is nuking. So I will be bidding it slowly.
It might become the next Kaspa kind of Zk POW coin. Currently at $0.095 (Around $110M Mcap)
It follows the BTC vision. It's a first, working zkPoW L1 backed by Zorp (the company behind it) and early Urbit devs.
The founder of the Nock language (which is the foundation of the blockchain) is Curtis Yarvin (https://t.co/DhCSbGugLT), who also supports NOCK. Curtis Yarvin is someone whom Elon and Peter Thiel take advice from. Advisor of Elon's "America Party" and tech nerd/philosopher
https://t.co/huLjyqwbdr
-What $BTC would’ve been if zero-knowledge cryptography existed in 2008.
-Backed by Delphi
-Built in stealth for 3+ years.
-Cobie and several CT OGs are buying on the market.
-Curtis Yarvin (creator of the Nock language, mentor to Peter Thiel, Elon Musk, etc) was openly impressed by what Zorp Nock built.
Cobie has been soft soft-shillingshilling it
https://t.co/69fW5yPvEp
https://t.co/w7p7xRPzBi
$NOCK vs $ZEC comparision
https://t.co/ikEBHpFdQM
NOCK's parent company is backed by Delphi
https://t.co/8h4NtkMQt2
Some good thesis about NOCK here
https://t.co/nt0w9NNw4c
It can only be bought on Safe Trade. It’s gonna bridge on base in a few weeks as well, so most will be able to buy later
https://t.co/XMjeucrvli
https://t.co/M6Ir9HVteL
The past 12 hours have been the most brutal I have ever seen in crypto. I thought the Covid crash was the worst, but this was probably much worse- many big alts went down by 70–80% for a while due to a liquidation cascade.
Talking in numbers:
• Covid crash: $1.2 billion in liquidations
• FTX crash: $1.6 billion in liquidations
• Today: $30–40 billion in liquidations (estimated)
This is the biggest liquidation event in the history of crypto almost 30–40 times larger than the COVID crash of March 2020.
If you have survived this, kudos to you. If you lost significantly, all I can say is: be more focused, sit down, and assess what went wrong- how you could have played it differently and managed your risk better.
If you couldn’t survive, my empathy is with you. Please feel free to DM me- we can discuss and figure out ways to rebuild yourself and your confidence.
What’s next?
I’ve survived the BTC crash from $21k to $3k- a brutal time when all my belief systems were destroyed and my mind went blank. I survived the Covid crash, the Luna/FTX/3AC cascade and even the Trump tariff mania crash.
So, what I can tell you is: things will definitely get better over time.
What do we do now?
We reassess all our positions and slowly get rid of low-conviction ones. We look at all the tokens and see which ones were the strongest to bounce back. Ideally, focus on those with solid revenue streams and strong thesis/catalysts, and slowly redeploy into the market as we feel comfortable.
GL Degens, Stay sharp.
@bjp4delhiwest Your MLA from uttam nanar is not ready to do any work
No development at all
Sewer conditions has become worse , chaos by e-rikshaw is worsening day by day
People chose you with expectations but its all going jn vain
#dissapointed@BJP4India@BJP4Delhi @bjp
@bjp4delhiwest Your MLA from uttam nagar area is not ready to work for people
He is not bothered about sewer situation, e-rikshaw chaos, no development at all
People are highly dissatisfied
Request you to do something as it is severely damaging your reputation
People are not giving attention to the $USDF stablecoin on $ASTER. That's Ethena's competitor.
About $370M USDF already minted. It creates a flywheel for ASTER.
Aster's flywheel with $USDF lets users deposit USDT to mint USDF, stake it for ~15-16% APY via asUSDF, and trade on Aster's perpetuals exchange for $ASTER airdrop points, fees, and multipliers. This loop turns idle capital into productive assets, boosting trading volume, protocol revenue, and token demand through reinvested yields and buybacks.
$ASTER chart looks so good ngl. Been holding up so strong despite the dumps in the wider market.
If the real retail mania kicks in, you might regret not having enough ASTER.
I see a possible future where TikTok shillers shill it as the next BNB and shill retarded targets like $50-100 like they do with XRP. But the whole point is that ASTER could be the retail coin of this cycle.