Thokani 🕊️

catch me in @dovedao_ | @probablynothing

tg:

[Thokani 🕊️ @thokani]

WAKEUP ITS THE FIRST OF THE MONTH

+300k (260k is realised another 70k unrealised) abit over 300 but being conservative

great month main trades were ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d $BNKR and solana:9VY2rDbtsBmTsBxoRF8hWSEUKGqnoQoe9V6W3JnjNgfm

also holding $surplus since 3m aiming for way higher love yall

amazing month alhamdulillah

[Mac @mac_eth]

We revamped the UI for https://t.co/6D1YcYIQsC.

My favorite part are the little charts that show the discount over the last 48 hours. For the popular models that have volume every hour, you can see the spikes (best discounts) at midnight UTC. And see the discount drop through the day as the cheapest sellers sell out.

The best discounts around midnight UTC are ~90% off and last for a few hours.

Median discount over the last 7d has been 65% off.

So cool to see the market dynamics of this brand new asset class.

[Thokani 🕊️ @thokani]

@NewsWire_US Or they could just use @AskSurplus and save upto 80% on claude code

[Thokani 🕊️ @thokani]

@FarhanflipzATH @sunshinenath0 oui

[Thokani 🕊️ @thokani]

@FarhanflipzATH @sunshinenath0 there will always be a market

if its lucrative i doubt it im more of a person that buys tek plays so idc rly if memes die in a sense and that volume goes to actual products

[Thokani 🕊️ @thokani]

@degn34 whats ur monthly pnl and screentime what do u trade

[Thokani 🕊️ @thokani]

main size trades im in rn

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk narrative fits the market rn made aths after 10/10 when everyone was calling crypto useless similiar to now (deffo some mm crime going on)

ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d super oversold zcash uponly it seems so seems good for a beta

aiming for like 180-200m on solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk and 3.10-3.4 on ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d

[Thokani 🕊️ @thokani]

@FarhanflipzATH @sunshinenath0 no just hold usdc when making money instead of slop like sol

[Thokani 🕊️ @thokani]

goyim is to mainstream now can we start calling people kuffar and infidels instead

[Thokani 🕊️ @thokani]

dude @nikitabier ive had to block like 20 crypto spam bots on this tweet already fix ur fucking shit

[Thokani 🕊️ @thokani]

@degn34 3-10 days max tbh

[Thokani 🕊️ @thokani]

@DonCorletony @greenytrades @loshmi RETSBA TO 6 DOLLARS WOOO

[Thokani 🕊️ @thokani]

Billions must smile

[Miyamoto @iruletrenches]

I met up with some friends in tradfi, and we spent a lot of time discussing the AI bull market, semiconductors, compute, and where AI x crypto could realistically intersect.

we talked about inference, privacy, AI agents, blockchain rails, and what the actual catalysts would need to be for AI crypto projects to see meaningful adoption and growth.

the biggest opportunity I see rn, (and this is genuine conclusion not a shill, i dont care if u buy or sell, is still @AskSurplus successfully executing on this vision and becoming a meaningful hub for AI inference and compute, competing with players like openrouter. the inference market is absolutely massive and will continue growing exponentially as AI adoption accelerates.

on the AI agent side, I think the direction is becoming increasingly obvious. an economy where autonomous agents transact with each other and use blockchain rails feels inevitable. @brian_armstrong and many others have been talking about this for a while, which is why the team at @base has been investing heavily in infrastructure such as x402 and other developer tools.

If that future plays out, there is a very large opportunity for $surplus. If the team executes properly the upside could be enormous, potentially even larger than what we’ve seen with $VVV.

of course, none of this happens overnight. It’ll take months, and probably years in the case of a fully fledged AI agent economy, to see how things develop. butt that’s usually how the biggest opportunities work. It’s better to be early and prepared than to realize what’s happening after everyone else already has.

just rambling and writing my thoughts on the future or ai x crypto

[Thokani 🕊️ @thokani]

@om_patel5 instead of paying 6.6k just run opus 4.8 through @AskSurplus and save 75%

[Thokani 🕊️ @thokani]

@AskSurplus Wow

[Surplus Intelligence @AskSurplus]

https://t.co/hOXQchzVaD

[Thokani 🕊️ @thokani]

@MrTorture0 HELL NO

[Thokani 🕊️ @thokani]

dude wtf is this shit and why is it all over my timeline

[maddie @peroxidedrinker]

he wont leave me alone and im so fucking scared

[Thokani 🕊️ @thokani]

@norbertbodziony