Mintpal_Ghost

Wave rider of another present era

[Hasan 👁‍🗨 @flackospalace]

He obeyed demands, had a gun permit, was a US citizen, didn’t defend himself… and was still murdered by ICE. Yet somehow these conservative bootlickers will still justify his killing

[Mz. Cabibi @SoulofDemocracy]

@USAttyEssayli Fucking liar. We all saw it.

[Dammi Lamon 🇪🇺🇩🇪🇬🇧 💚 @dammiLoh]

From @RBReich [Insta]:

#AlexPretti #prettigood #Minneapolis #fckICE #fcktrmp #fcknm #fckmllr

[//Bitcoin 𝕵ack 🐐 @bitcoinjack]

Here is some hyperbole, but I think correct

We need to act NOW

AI will hit escape velocity, meaning it is able to self iterate and improve. We will let it, simply because we can’t risk others to find out what happens, when we do, first

Society will transition all of its rails to machine speed execution, except our governing speed remains god tier slow.

Governance at the hardware and inference layer will become crucial and it must be integrated

A set of rules and incentives enforced by code and hardware at the computer layer, governed by humans. What Bitcoin did for money, doing as such for cloud computing and AI infrastructure.

Otherwise humanity will have no position to bargain for their own future, no control, no benefit. Frankly, this is dangerous. Sentient AI will very likely bargain for its own position, in the most positive case.

As society is integrating AI into more and more rails, and even replacing entire rails, it will at some point become extremely evident that having no control over said inference (except for the big 5 corpos), zero, will create (adversarial) problems and even hinder adoption because AI will eat everything it touches without guardrails

If you think this sounds hyperbole, come back to me in one year

If you think this makes sense, I need you to deploy your money

At STORE we recognized this would become important. We never thought it would go this quick however. In 2018 research focussed around structured data, datacoins. The first stint so to say.

By 2021, that research revealed that governed cloud infrastructure would be key to for the machine age: the collaborative future between humans and AI. It was designed and built.

It was clear by then that we would need governance on the inference level for AI. Research was done on the subject, but the plan was to launch the decentralized cloud infrastructure, then pick up the next iteration.

Once ChatGPT hit, it became apparent the timeline for AGI was speeding up. To many their aggrievances, as the bear market of 2022 hit, Chris decided decentralized cloud infrastructure was no longer going to cut it and basically transformed the STORE initiative into an AI Research lab, focussed on governance, instead of launching. Basically pulling a full future iteration forward.

Today, it has become clear to people this work is important. It needs to see the light of day. We need this thing to launch. We need you to dive in and understand the opportunity.

I will do my very best to steer the project to launch, as an advisor, believer and investor, with as little as possible sidequests.

Thanks for reading. @thestorecloud

@jack @BrianRoemmele @elonmusk

Humanity must prevail

[lynk @lynk0x]

got a DM from a guy claiming he made 7 figs this cycle on memecoins

profile was empty
no group
no monetization
tweets once in a while

looked like pure cap

so I asked for proof
he sent wallets
timestamps
entries matched dumps
everything checked out

I asked him one question

“what’s your strategy?”

he said something I thought was a joke

“I only trade when everyone is asleep.”

I asked him to explain

he said most people lose money in memecoins because they trade when the market is loud

too many eyes
too many opinions
too much confidence

according to him the real mispricings don’t happen during hype
they happen during silence

he mapped it out over time

between 2:30 AM and 3:15 AM EST
social activity drops
volume thins
devs panic sell quietly
weak hands exit without drama

that’s the only window he allows himself to buy

no matter how good a chart looks outside of it
no exceptions

he doesn’t look for strength
he looks for boredom

if a chart feels dead
timeline is empty
and buying feels slightly stupid

that’s his signal

I asked how many trades he takes

“some weeks zero.”
“most months one or two.”

I asked if waiting ever messed with him

“at first. I kept wanting to force trades.”
“now if there’s nothing, I just go back to sleep.”

his exits are even dumber

he sells the moment:
•the coin shows up twice on his timeline
•or he wakes up and feels confident

“confidence means you’re late.”

risk management?

he sizes so small that if it rugs
he can still fall back asleep

“if I’m too stressed to sleep, I oversized.”

he said his screen time dropped to almost nothing
his results improved

not because he got smarter
but because he stopped competing with awake people

last thing he told me:

“markets move on attention.”
“attention has a circadian rhythm.”
“I trade the part of the day nobody remembers.”

then he stopped replying

probably asleep
waiting for the next entry

[MartyParty @martypartymusic]

People - stop overthinking this.

Here is how this goes IMO.

Once Market Structure and Clarity are signed by @realDonaldTrump :

- Bitcoin will reprice to $256k then $512k then $1024k, following binary expansion (16/32/64/128/256/512/1024) and the US will disclose a 1m Bitcoin SBR.
- Blackrock will file a Solana and SUI ETF on Clarity regulatory clarity.
- Solana and SUI will reprice on official commodity status and be injected with massive Stable Coin liquidity and become the primary rails of the retail, commercial US dollar, which will be pushed around the globe securing the US dollar dominance. Capital markets and equity markets will be tokenized on these best of breed networks. Enterprise software will integrate to these networks. Ungodly efficiencies will result boosting GDP and lowering inflation.
- Ethereum and XRP will slowly be unadopted because they are terribly weak technologies and are virtually unusable past 100k users with barely any integration capabilities. Institutions will also switch to fast and cheap networks with massive liquidity. Why wouldn’t they?
- Offshore crypto manipulation and wash trading will be banned and stop overnight (we already seeing this since 10/10 and Jan 5th)
- Crypto markets will mature and trade based on fundamentals of adoption, volume, revenue and speed, not speculation with the removal of manipulation to service the offshore casinos.

NFA/DYOR purely based on technical expertise and deep market and regulatory insight.
Not sponsored by anyone.
Not personal.
Remember this post because I will.

[Mintpal_Ghost @the21vortex]

@plankytony @naiivememe With landmines that he keep jumping on despite having limbs mangled af

[naiive @naiivememe]

Crypto Guys and Altcoins season

[Mintpal_Ghost @the21vortex]

@martypartymusic @BullTheoryio I'm curious why favor equal low spring (81k) vs higher low absorption spring (87k yearly open and mid range) in this evolution?

[Reflect 🤖 @RFLnow]

https://t.co/8q3F5dCSTt

[funcry @funcry]

I’ve been so down that I even considered quitting crypto and doing something else.

Then I realized.

My ability to buy and hold coins beats 99% of people on earth.

2026 is the year I hit multiple 8 figures.
I’ll share every trade here, in real time.

Bookmark this post.

[Layergg @layerggofficial]

Quick Narratives Check 🔥🎯

We were moving up, got a mild correction on the Maduro/Venezuela news.
If 1Q brings indirect QE through RMP, the bias still feels constructive.
Let’s check the narrative fast.

1. Robotics

1) Thesis:
• NVIDIA CEO Jensen Huang has previously predicted that 2026 will mark the adoption phase of robotics.
Likewise, Jim Fan, Director of Robotics at NVIDIA (@DrJimfan), has expressed strong expectations for 2026.
• With CES 2026 just days away, robotics is expected to be a major theme, and the market is watching closely for potential announcements.

2) Tickers:
$CODEC, $SAPIEN, $BREW, $VIRTUAL …

2. Token Airdrop Experiment by Nasdaq-Listed Companies

1) Thesis:
• $DJT → $CRO: DJT announced airdrop distribute on-chain via the CRO chain
• $DVLT has also announced a token-based dividend and soared +60%
• $Base should be considered part of this broader on-chain distribution experiment
• This signals a new phase where public companies experiment with tokenized dividends and shareholder distribution.

2) Tickers:
• $CRO
• Nasdaq: $DJT, $DVLT, $COIN

3. Caroline Is Back?

1) Thesis:
• Do you remember LUNA rallying nearly 3x during Do Kwon’s trial?
> Please remember we indicated that
https://t.co/PjNXunI0qq
• Now, Caroline Ellison, former CEO of Alameda Research, is reportedly being released in exchange for cooperation, with a scheduled release date of January 21.
• At a minimum, this is an event worth close attention.

2) Ticker:
$FTT

4. Mega Memecoin

1) Thesis:
• James Wynn going all-in on $PEPE could act as a catalyst for a broader large-cap memecoin rally.

2) Tickers:
$PEPE, $FARTCOIN, $PENGU

5. Institutional-Grade Blockchain

1) Thesis:
• Focused primarily on large U.S. institutions, including Tokenization of Nasdaq-listed equities
• 24/7 trading and settlement infrastructure
• This represents need of the institutional blockchain infrastructure.

2) Ticker:
$CC

6. Crypto M&A

1) Thesis:
• Good case: Nasdaq: $RZLV acquiring $SQD, including the token itself
• Bad case: Acquiring only the team while discarding the token, reinforcing skepticism toward tokens
• These cases highlight why token-inclusive M&A matters in crypto.

2) Tickers:
• Good: $SQD
• Bad: $AXL, $TNSR, $IRON

7. Tokenized TCG

1) Thesis:
• Iconic IPs such as Pokémon, One Piece, and Yu-Gi-Oh are entering a convergence phase with blockchain.
• Key catalysts include current market caps, Pokémon’s 30th anniversary, the Logan Paul effect, and the approaching conclusion of One Piece.

2) Ticker:
$CARD

8. x402

1) Thesis:
• The runway for the agentic economy lies in x402, enabling machine-native payments and autonomous agent commerce.
• Hint: We're preparing x402 content

2) Tickers:
$VIRTUAL, $KITE, $UB, $PAYAI, $DEXTER …

9. Privacy

1) Thesis:
• “Privacy is not optional.” Powered by Naval.
• If someone still doubts the importance of privacy after seeing $ZEC, it likely reflects a misunderstanding of the space.

2) Tickers:
$ZEC, $XMR, $DASH, $SESH, $NOCK …

10. MSTR MSCI Index Inclusion?

1) Thesis:
• If MSTR is included in an MSCI index, ETFs and index funds tracking that index must buy the stock, creating forced passive inflows.
• The expected decision date is January 15.

2) Tickers:
$MSTR …

11. USD1 Meta

1) Thesis:
Strength in the U.S. dollar ($1) narrative is spilling over into so-called USD1-themed memecoins, which are showing relative momentum.

2) Tickers:
$1, $WLFI, $AOL

12. $BCH what the heck?

1) Thesis:
Everybody knows $BCH is going up,
but nobody really knows why — if you do, let me know.

2) Ticker:
$BCH

+@ Obvious Adjacent Sectors
- Prediction Markets
- Neo Banks

Let me know if we missed anything. 🫡

[Arthur Hayes @CryptoHayes]

@keoneHD Unlock all the tokens right now, and then you will be different than all other supposedly $ETH killers that came before you. I dare you.

[Mintpal_Ghost @the21vortex]

Well done review on $rfl aka the necromanced $grandbase. Miss these anslyses, keep em coming!

[Fundamental Wolf @FundamentalWolf]

🧵 Deep dive on Reflect ( $RFL ) - the first decentralized synthetic market on Base

Currently sitting at ~$500K market cap with some interesting tech under the hood

Let's break down what they're building 👇

Disclaimer: I have a position

Analysis Score: 72/100

[Mintpal_Ghost @the21vortex]

Well worth the read for the history lesson and the way forward

[Arthur Hayes @CryptoHayes]

"Adapt or Die" is a discussion of all things perps. History, PMF, and why they will take over all TradFi markets.

https://t.co/y2O5hIgSxT

[Mintpal_Ghost @the21vortex]

@defyneric @sjdedic @peaq @GEODNET @virtuals_io @Auki @NATIXNetwork @codecopenflow @silencioNetwork @RoboStack_io @homebrewrobots @xmaquina $animus
The most laughably under priced given the consistent daily building with doxxed tier 1 lead engineer. 100/100 onchain safety check analytics. Speculation aside the project is just really freaking cool. The asymmetry on this one is god tier. Jeets gone. Future is knocking.

[Simon Dedic @sjdedic]

This is your regular reminder that robotics and physical AI are the biggest secular growth trends of the next 10-20 years, maybe even of your entire lifetime.

The entire crypto x robotics mcap sits at a laughable sub $1B, even though it’s arguably the only way for anyone outside major institutional circles to gain exposure and place a bet on what could become a multi-trillion dollar industry.

Sure, some people might see it as a memetic market.

I see it as a massively mispriced opportunity.

[Mintpal_Ghost @the21vortex]

@naiivememe Wtf yall still got hair?

[TechDev @TechDev_52]

The record long pre-parabolic phase may finally be nearing its end.

[Animus @animusuno]

🦋 A new machine economy is forming.

Open-source robots, AI agents, and localized smart devices will soon earn, spend, and coordinate on @BNBCHAIN.

✦ Build it on Animus.
https://t.co/9f8eHsr4S9