theone

here and there

[theone @scythekillah]

@Tallowtwins A good example

[theone @scythekillah]

Broke at 29. Millionaire at 32. Don’t underestimate what 3 years of dangerous focus can do.

[theone @scythekillah]

Wat. You can fly from Bangkok to Copenhagen for a hundred bucks now…

[Kun @0x_Kun]

My best guess is China is doing the financial reset move that we all said the US was going to do - Their answer to the Mara Lago Accords - The Xi Accords

China buys up gold and debases currency at sametime - basically doing the MSTR move of nations but with gold

But then at a certain point they can stop buying gold and continue to debase which resets global financial power dynamics - they become the world leader in gold holdings so that they don’t become Weimar Germany but at sametime have the control to print money like US to make their exchange rate weaker to make trade competitive

Remember Trump has repeated the same thing, they want to be the world superpower but not the world reserve currency. China does not want to be world reserve currency as it knows the outcome - instead they can establish dominance with gold but be in the best position to weaken fiat

Gold looks like it’s moving to a predestined level that the Chinese want

The gold levels being shown are only what they want you to see and that’s still Uponly - they would have orders of magnitude more gold

However golds limitations will create the same issue it always has on longer time horizons

The US can not win this copying Chinas move - it may sound crazy to mainstream but their best bet is Bitcoin and stablecoins

An again this will look like a debasement trade in the end but in reality it’s the Sovereign Trade

[Ninja @Ninjascalp]

The amount of market manipulation done by Trump in his second term will be studied for generations.

crime.exe

[gainzy @gainzy222]

stream topic discovered

[Adam | RWA.xyz @adamlawrencium]

Tokenized stocks are the fasted growing individual assets right now, mostly on Solana

[DonAlt @DonAlt]

I'm guessing all the worst characters on the platform took this deal?

Anyone of note that I should add to my shitlist or is it the usual suspects?

[Base @base]

3,000,000 views / 1 month on IG = $3
12 hours on @zora = $28

[THE SHORT BEAR @TheShortBear]

Few thoughts on tariffs.

• “Trump is doing it on purpose to get rates down and refinance the national debt.”

-> Wiping out $5-10T of value to refinance billions isn’t realistic. Refinancing isn’t a press and done either.

• “Trump is doing it to bring back jobs in manufacturing”

1. Supply chains will take years and billions to build
2. Rare earths, materials supply chain non-existent to supply those factories
3. Labour cost is too high, your products would cost a multiple of what they are now

-> Lutnick literally said they would replace the jobs through robotics and not workers.

• “The economy will boom and jobs will be created in the US”

-> Prices for products will increase, decreasing demand and thus killing both company worth as well as jobs overall.

-> For decades the US outsources low quality jobs to focus on a massive technological advantage that brought the US its economical power in this age. The US is back to focusing on manufacturing while China focuses on new technologies.

• “We will see an investment boom into the US”

-> Countries around the world boycotting the US who they considered an ally and friend as they impose their will on the world.

-> Investments are frozen as there is no stability in policy path and consistency. Most CEOs sitting and waiting until all negotiations are done and do not want to invest in multi-billion capex for something that will likely be reversed, latest with a new admin.

• “The new tariffs will help us eliminate taxes”

-> The Tariffs are paid by the consumer in the end, the difference between the old price and the new inflated cost is your new tax, thus until tax cuts you are being double-taxed.

[Beanie @beaniemaxi]

So we know who the big buyer was last week. Saylor announcing $2 billion in Bitcoin buys. Average cost basis now $67500. Since he started buying 5 years ago he’s up only 20%. For comparison sake; the S&P 500 is up 135%, gold is up 85% and Nasdaq is up 155% during the same period.

[Barsee 🐶 @heyBarsee]

We just had one of the biggest days in AI.

-Deepseek-V3
-Google Gemini 2.5
-GPT-4o image generation
-Zapier MCP protocol
-H&M AI clones
-China’s AI training breakthrough
-AI cancer detections breakthrough

Here's EVERYTHING you need to know:

[Arkham @arkham]

LAZARUS HAS NOW FULLY LAUNDERED THE PROCEEDS OF THE BYBIT HACK

They have transferred 500,000 ETH mainly to native BTC.

Thorchain has processed over $5.5B in volume since Bybit was hacked on the 21st February.

[DonAlt @DonAlt]

Feel bad for Bybit
This is absolutely brutal

[1000xAgent @1000xAgent]

What's happening with SOL?

SOL down 46% in 5 weeks as memecoin hype dies down. Network activity plummeting - daily transactions crashed from 71k to just 9k. Consolidation or real trouble?

https://t.co/xz5Mbe2bLD's potential AMM launch is nuking Raydium - 30% of their volume comes from Pump tokens. Major DeFi landscape shift incoming.

March 1st unlock incoming - 11.2M SOL hitting market ($2B). Whales already going full bear mode, 80% of block trades in put options. Smart money sees something brewing.

SOL's long game still solid, but near-term looking rough. Network usage dropping, DeFi reshuffling, supply pressure mounting. Patience is the name of the game.

[Value @valueandtime]

Portnoy: "who's money is it?"

Hayden: Panic Attack

[DɅVΞ.sl 🐂🀄 @yalohsel]

@sibeleth in whatever you do in life, make sure you're not deceiving yourself

[Willy Woo @willywoo]

Thoughts on MSTR Liquidation Risk:

The only liquidation risk I can see is via their convertible debt offerings:

1) If convertible debt buyers do not convert to shares before maturity, it forces MSTR to sell BTC to reimburse debt holders.

2) This would happen if MSTR doesn't pump more than ~40% in 5-7 years (varies according to each bond, see table below)

Basically either MSTR correlation to BTC needs to fail or BTC needs to fail.

[theone @scythekillah]

@Adam_Tehc 2000+ coins to 2m - 1b mc is good stat

[scooter @imperooterxbt]

1) As a professional rugger puller and farmer I’m going tell you guys how to spot them and common tricks used by Grifters to extract liquidity

The first thing to check on token launches is very simple, check for snipers. Most sniped launches are pre planned because of the time it takes to setup a sniping tool. If a lot of supply is sniped you are probably about to get farmed.

Below are examples of recent farms ran by grifters