Baps

[Baps @Touclair]

Keep strong on your legs

[HALKO @Halko500k]

I think $XPL has the potential to be one of these mid-risk generational trades.

It's a 600 mil mcap, 3 bil fdv token with a strong short-term sell pressure.

At the same time it has a very ambitious roadmap that goes beyond your copy-paste L2. You basically DCA during the bottom (that's probably close), bet on the team's skill to execute and ride on.

Also my personal POV: for me initially Plasma was just another L2 with an idea, then met the team online, then met the team irl and I can only say extraordinary things about them.

Basically don't get rekt by the clout chasers, Anon

[Baps @Touclair]

Come on my boy!

[Market Watcher @watchingmarkets]

Gm ☕️

I want my $XPL setup.

Looks and feels just like the $PUMP setup at 0.0027.

Why?

Plasma is a Layer-1 blockchain built specifically for stablecoin payments: zero-fee USDT transfers, high throughput, EVM compatibility. That means it’s targeting the massive dollar‐stablecoin market, which many general-purpose chains struggle to optimise for.

Mainnet beta launched with significant liquidity: the network processed multi‐billion dollar stablecoin flows. XPL is required for staking, securing the network, and paying for gas beyond the “zero-fee” stablecoin transfers. If adoption grows, demand for XPL could increase (via staking, usage, ecosystem growth).

As stablecoins continue to expand globally, a chain optimised for them may gain an edge. There’s still room for “early” growth before the market has fully “priced in” such infrastructure plays. If you believe the stablecoin economy, DeFi payments, blockchain payments all scale, XPL is positioned for upside.

Catalyst: Plasma One launches at the end of the year.

FDV at $4.2B is high, but I like the short-term setup into EOY.

[Baps @Touclair]

What is $REKT. Long version worth reading

[OSF @osf_rekt]

$REKT, the first ever "brand coin".

Obviously I have been making a lot of noise about REKT over the past few days. One of the most common questions I have received is:

WTF is $REKT and how does it relate to @RektBrands, @RektDrinks etc?

I will do my best to offer my perspective of “why $REKT?”.

Forewarning - this is a reasonably lengthy read and if you are completely new to REKT you will need to read the whole thing as the story is relevant. If you can’t be bothered to read it all that’s fine because our goal is primarily to attract those who see and believe in the longer-term vision.

Background & Timeline

Rektguy NFTs — We started with an experimental FREE mint of 8,814 NFTs in May 2022. Zero proceeds and zero roadmap.

Community Growth — We formed an extremely strong community because:
- We weren’t extractive and acted with genuine intent.
- Everyone in crypto (and life) can relate to being "rekt".
- It launched just before a brutal bear market, which made the theme extra relatable.

From Meme to Brand — In summer 2023, we saw potential to scale “REKT” beyond NFTs. The logo (my handwriting) felt very brandable. We chose drinks as our physical product—mass marketable, and on-brand with Rektguy holding one. The drinks are simply flavoured sparkling water; zero alcohol, zero caffeine and less than 5g of sugar per can. The idea is you can drink something healthy while actually looking/feeling cool.

Drink #1 — After some early 2024 hiccups, we manufactured 10k drinks for our IRL events. Feedback was unexpectedly great. We knew we had something special.

Web3 Integration — We flipped the token model: instead of on-chain engagement, we rewarded off-chain actions (buying drinks). Unlike other consume-to-earn models, we had a die-hard community ready to engage.

Equity Drop — In April 2024, we gave 10% of Rekt Brands Inc., the parent company that owns Rekt Drinks, to Rektguy NFT holders (5% claimed), using a Reg-CF-compliant structure. No promises were ever made around NFTs. This was about aligning community and company for real.

First Big Launch — We manufactured 250k drinks, putting 222k up for sale in Oct 2024. The US supply sold out in 4 hours, global supply was gone in 44 hours across 32 countries. Our numbers beat major UK sparkling water brands for daily volume in major retailers. Even if short-lived, it proved a point: web3 can scale IRL.

Capital Raise — In Nov 2024, we raised $1.5M via a SAFE from angels and friends—no VCs—to keep things community-first. People backed the vision (or just us) and believed in the chaos.

$REKT Token — Also in Nov 2024, we launched @RektCoin as a no-vesting memecoin airdrop to NFT holders, social questers, drink buyers, and the team. 39.2% was held for future rewards. FDV peaked at $130M, then dipped to $13M by March 2025 in line with the market.

Buyback — In April 2025, Rekt Brands Inc. bought $100k of $REKT at ~$20M FDV, believing it was undervalued using profits generated from the sale of Rekt Drinks. The flywheel had started.

Drop #2 — May 2025: we launched 223k drinks with @AbstractChain. Buyers earned $REKT and Abstract XP. The entire supply sold out in just 40 minutes worldwide. Rekt Brands Inc purchased an additional $100k in $REKT at an FDV of approximately $60m, still believing the token was undervalued.

This brings us to the present day, with the token sitting at an FDV of about $90m, with the $REKT airdrop from the Abstract collab having completed.

WTF is a Brand Coin?

While $REKT is a memecoin, if you have spent a lot of time in memecoins you will know that the term is actually rather broad. There are internet memes such as $PEPE, there are celebrity coins such as $TRUMP, there are culture coins such as $MOG, etc etc. These all fall into the category of a memecoin, and the common denominator for the most successful coins is that they are relatable and something a large group of people identify with. I feel BOTH of these points describe the feelings of our community to the concept of REKT.

However, REKT is not a concept that fits into any of the former sub-categories. @RektBrands is a brand that encompasses a range of ideologies including aggressive risk taking, degeneracy and the ability to survive even when you’re down bad. @RektDrinks are the tangible engine to the brand, but like Red Bull or Monster Energy, REKT is more than just a drinks company, it’s a way of life.

Now, let’s say you’re a fan of an upcoming brand (in any industry), you probably buy a lot of their products and express some loyalty to them, and are rooting for them to make it big. One day you will boast about how you “found them first”. However, beyond bragging rights, you have nothing to really show for your vision.

Now, imagine that this brand had an official coin. The coin does not own any of the IP or technically benefit from any of the company’s revenues unless the company decided to buyback the coin like Rekt Brands has, however, it is an asset that appreciates in price due to speculation, attention and an improving sentiment for the company it references. It is not a security or a financial instrument, it has no inherent value, yet its price moves up as the company expands and gains success.

Now as the brand succeeds, you can show off how early you were, how much you supported and believed in the vision. Additionally, as the brand succeeds and the brand coins price increases, not only did the brand and its shareholders win, you won too. The brand also has a mechanism to easily track who believed and followed them, who supported at every opportunity.

This is, what I am officially classifying as a “brand coin”. A brand coin is a token for supporters of a brand; it’s for fans who may not have the opportunity or capital to invest in a private seed round, but should be rewarded for their loyalty and playing an instrumental part in a brand’s success.

And this is exactly what $REKT is.

Does $REKT own the Rekt IP? No. Does $REKT earn revenues from @RektDrinks sales? Not strictly. Does $REKT share company profits with its holders? No. However, if @RektBrands and @RektDrinks becomes a globally recognised brand, will $REKT appreciate in price? The answer is almost certainly yes, not to mention Rekt Brands Inc. has also been repurchasing $REKT from drinks revenues.

Final Thoughts

If you have made it this far then you are my target audience. If you are bored of punting around mindless memecoins of random animals and are looking for something with a real story, I think $REKT is extremely exciting. We are not the first “consume to earn” project, however, I do think we are onto something and the numbers speak for themselves. I believe this is a cool opportunity to buy into an underdog story, and I am certainly all in on everything REKT. It’s important to understand how much people truly resonate with the word REKT and our goal is to make it a global brand. I believe we are already the most recognised “REKT” project within crypto, and our recent purchase of rekt dot com will also put us in pole position outside of web3. @iliketabz and I generally try to practice modesty, but just this once we will confess that we set ourselves extremely high standards in life and have serially achieved them; REKT will be no different.

[Baps @Touclair]

If you are new to $REKT, read this ultra short presentation

[OSF @osf_rekt]

just coz we might be getting a lot of attention rn some VERY quick bullet points on $REKT

- community is 4y old and die hard (rektguy nft)
- @rektdrinks launched last year and 700k drinks sold in 9 months
- ethereum native project, token is ERC20 mainnet
- first “brand coin”

[Baps @Touclair]

@farokh @fomohour @rektmando @Tyler_Did_It @DegenzLive @RugRadio That's right bro. You should have millions of followers

[𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢 @DreadBong0]

Macro Investor and wall street veteran Jordi Visser on #Bittensor..

⚪️ "I've had more people asked me about #Bittensor in the last month.. and this is from people who never bought #crypto"

⚪️ "The one thing I like is that family offices.. now everyone is realizing I need to have an allocation here"

⚪️ "They're not doing it because its at all time highs, they're looking at these things because they believe in AI"

They're coming..

$TAO

[CoinGecko @coingecko]

Bittensor is building a decentralized network for AI models—where developers train, evaluate, and earn collaboratively.

Learn how @opentensor uses $TAO and subnets to create a decentralized AI network that rewards valuable participation.

Read more ⬇️ https://t.co/LGLe04uvlB

[Baps @Touclair]

Good list here

[Risk @ryzzqq]

52 Trading Never-Dos: Lessons Every Trader Learns The Hard Way

1) Never oversize. That is when you start becoming irrational. Blowing up while still being right is the fastest way to ruin.

2) Never trade when tired or sleep-deprived. Decision fatigue has ended more traders than liquidation ever could.

3) Never trade without a defined edge. Entering without one is just gambling with extra steps. If you can’t explain your edge in a single sentence, you probably don’t have one.

4) Never enter a position out of boredom. The desire to always be in a trade leads to suboptimal returns. More often than not, doing nothing is the best move.If you find yourself taking trades just to feel busy or because you “haven’t traded in a while,” check yourself. Trading for action leads to sloppy decisions and losses​.There’s no prize for the most trades – only for the most profitable trades. Sometimes the best trade is no trade

5) Never trade after a big loss. Tilt sets in, and you try to win it all back in one bad bet. Trying to recover everything at once is a guaranteed way to lose even more.

6) Never enter a position without an exit plan. Whether it’s a time-based stop, price stop, invalidation, or catalyst-driven exit—define it before you enter. Remember, the last moment of objectivity is before you place the trade​.Once you’re in, it’s much harder to admit you’re wrong, so decide beforehand when to cut the loss.

7) Never marry your bags. The market doesn’t care about your conviction. Cut or be cut.

8) Never trade your PNL—trade the market. Chasing losses or fixating on past wins clouds judgment and distorts execution.

9) Not all views are meant to be traded. The best trade is often no trade. Preserving capital and mental bandwidth for when odds favor you is more important than forcing activity.

10) Never fight the trend. The wave is stronger than you. Adapt or get wiped out.

11) Never try to knife catch without reason. "Cheap" can always get cheaper.

12) Never break your trading rules or deviate from your plan in the heat of the moment.​ Your rules exist for a reason – usually learned from painful experience. The moment you convince yourself “just this once” to ignore a rule (like moving a stop, or doubling down, or trading too big), you open the door to chaos. Discipline is doing the right thing even when it’s hard. As one trading maxim goes, plan the trade and trade the plan.

13) Never fire all your bullets at once.

14) Never trade outside your comfort zone. If a position is too big, you’ll start making fear-based decisions, thinking that market or someone is trying to liquidate you seeing ghosts where none exists. Size your trades proportional to the quality of your sleep at night.

15) Never let ego keep you in a bad trade. Admit when you're wrong—cut, reset, move on.

16) Never underestimate market reflexivity. Strength can always go higher, weakness can always go lower.

17) Never assume liquidity will be there when you need it. The exit door is always smaller than you imagine—liquidity isn’t something you decide, the market does.

18) Never mistake randomness for strategy. Buying because price is going up or shorting because it “feels high” isn’t trading—it’s blind betting. Even with good risk management, you’ll bleed out over time if your entries are based on nothing.

19) Never make the same mistake twice. Trading mistakes are inevitable, repeating them is unacceptable. Never lose the same way twice

20) Never forget to play defense. Being wrong is acceptable, staying wrong is not. Protecting capital always comes first. "Don’t focus on making money; focus on protecting what you have.”

21) Never just focus on offense. Survival > everything. If you don’t bet, you can’t win. If you lose all your chips, you can’t bet.

22) Never fall into lifestyle creep after one big win. The problem starts when you begin forecasting annual income based on a single lucky trade.

23) Never forget to turn defensive after a hot streak. Big losses come after a series of wins when overconfidence sets in. Check your ego—your last big trade means nothing to the market.

24) Never let pride, ego, or overconfidence take over. Always stay humble.|

25) Never trade in situations where you don’t have control. for eg. FOMC events

26) Never get complacent. A strategy that worked in one regime may stop working in another. Trading is a craft that requires continuous self-improvement. Comfort Is Often the Enemy of your PNL. Never assume you know for sure what the market will do. “We have two classes of forecasters: those who don’t know — and those who don’t know that they don’t know.”​ Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death.

27) Never ever average losers after your reasoning has been invalidated

28) Never trade with certainty, trade with conviction.

29) Never assume the market “must” do something, especially based on recent patterns.​The market doesn’t owe you continuity or logic. Just because a market has been rising (or falling) steadily doesn’t mean it can’t abruptly reverse. Avoid words like “surely” or “can’t possibly” in trading. Stay flexible – anything can happen. As a reminder: never say never about market behavior.

30) Never mistake win rate for everything. Maximizing winning trades for the sake of feeling good is a trap. Taking profits too early or avoiding necessary small losses ultimately hurts profitability.

31) Never underestimate discipline, patience, risk control, and execution over alpha generation. Plenty of traders have great alpha flow but don’t know how to use it.Good execution involves choosing not just what and how to trade, but when not to trade. Sometimes the best execution decision is no trade at all if conditions aren’t suitable. Always ask: “Do I have an edge here, or am I flipping coins?” If it’s the latter, save your capital for a better spot.

32) Never fall apart after a big loss or get euphoric after a big win. Emotional resilience is a trader’s strongest asset.

33)Never ignore price action after news. If the market reacts opposite to what you expected, get out. The market is telling you something you don’t see.

34) Never trade on borrowed conviction. If you buy on someone else’s tip, you’ll need them to call your exit too—and when they go silent, you’re stuck. As Livermore said: “Nobody makes big money on what someone else tells him to do.” Hone your own craft, build your own system. If you can’t trust your own decisions, you’re just a pawn in someone else’s trade.

35) Never go against your intuition. If something feels off, it usually is.

36) Never try to Catch Every Move It’s tempting to try to grab every up and down in the market, but that’s a fool’s errand. Always come from the mindset of abundance and not scarcity, markets will still be there and there are ample opportunities in the market to make you whole,
you don’t need to swing at every pitch.

37) Never underestimate the power of failure. Failing early and failing often—while staying in the game—is how you get better.

38) Never hold onto losers when your thesis is invalidated, especially after a massive drop. "I’ve lost too much to sell now" is how you go to zero.

39) Never let "getting back to break even" dictate your decisions. That mindset leads to overtrading and eventually, full liquidation.

40) Never focus only on entries. A trade isn’t over until you’ve exited. Knowing when to cash out is just as important as knowing when to enter.

41) Never ignore the “boring” part (position sizing, stops, risk/reward) – it’s what keeps you in business.Don’t wait for a catastrophic loss to teach you this lesson.

42) Never trade for the adrenaline rush, Trade for the win

43) Never fall into the illusion of strength—it’s often just lagging behind reality.

44) Never stay/enter in a position out of 'HOPE' and wishful thinking

45) Never underestimate risk management. Prioritize protecting capital over chasing profits. "Take care of your losses, and the profits will take care of themselves."

46) Never exit/enter a position recklessly. The same way you scale in, you should scale out—"all in, all out" is a recipe for disaster.

47) Never make a bet you can’t afford to lose. No single trade should ever be big enough to take you out of the game.“The most important advice is to never let a loser get out of hand.” You should be able to be wrong 20 or 30 times in a row and still have capital left​. Never allow a single position to jeopardize your trading career

48) Never trade outside your edge. If it’s not there, sit out. Forcing trades outside your framework is how accounts erode.

49) Never assume your edge is permanent. Markets evolve, edges fade, and what worked last cycle may be useless in the next. Keep refining, keep testing—stagnation is death.

50) Never judge a trade solely by its outcome. Good trades lose money sometimes, and bad trades can get lucky. Focus on execution over results.

51) Never worry about looking stupid or staying in a position because of your public opinion. I have seen many a men die before their time because they were worried about getting publicly ashamed. Cut your losses without hesitation. The market doesn’t care about your pride—neither should you.

52) Never underestimate the power of stepping away. If you’re in a losing streak, liquidate everything and take a break. Mental capital is just as important as financial capital. The key is to break the negative emotional spiral
Once you come back keep your size small and increase exposure only when you gain back your confidence.

These lessons were learned thanks to the books I’ve read, the smart traders I’ve learned from, and the endless mistakes I’ve made along the way.

Trading is lonely. It hurts. It makes you question everything. But if I had to choose again? I’d still take this over everything.

[DO KWEEN 👑 (AI CTO 100B) @KWEEN_SOL]

.$KWEEN - THE PURGE

[0xJeff @0xJeff]

https://t.co/8QvGuCxGMb

[Baps @Touclair]

Worth reading a starter guide to the crypto mmo https://t.co/b0Hzv21chE

[Baps @Touclair]

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@shl0ms

[Baps @Touclair]

$Ai16z is building it's ecosystem and improving it's tokenomics, higher

[Ejaaz @cryptopunk7213]

Oh…. ?

Looks like @ai16zdao has formally announced plans to launch an Agent Infra Ecosystem…

… with agentic value being driven back to their native token $ai16z

Highlights:

1. Core focus of platform will be to enable agent swarms.

This is key to unlocking the next level of crypto agents: autonomous agent economies.

imo this is akin to what Virtuals is trying to achieve with GAME.

2. Fees from trading pools and agent deployment will be used to buy back $ai16z

Creates a solid flywheel accruing platform success to their native token.

3. Bigger vision of aligning $ai16z beyond just a platform.

A variety of agentic infra tooling will seed $ai16z as the core ecosystem token.

This centers around the team’s vision for aligning all community actors around the common goal:

Open source AGI.

4. Treasury to deploy into ecosystem

Keeping true to their open source philosophy, the team will

build a treasury & allocate to pushing the agentic open source eco forward

(assuming through project partnerships and funding)

Overall super excited to see more teams take steps to build out the decentralized agent ecosystem.

Ultimately all of this will drive:

More attention —> more investment —> more builders & innovation!

Pumped.

[Benji Ganar @BenjiGanar]

aixbt $350M
$AGENCY $5M

that's a 70x in value gap

if you've tried @_AgentScarlett then you know she's got stronger capabilities.

what's missing is the mindshare, which will eventually come.

The team prioritized on product accuracy & stability first on tg.

They will let Scarlett loose on 𝕏 soon to drive further adoption to an already strong pmf solution.

they're here to build a long term solution, we're still very early

[Baps @Touclair]

$FOREST is working on growth ↗️

[Baps @Touclair]

Yap early, yap only, yap often.

@_kaitoai is connecting AI, attention and capital with Yaps.

Just claimed my social card and I'm accumulating Yap points in real-time.

Claim yours 👉 https://t.co/j2MuR2Yzgd

[Daniel Cheung @HighCoinviction]

I believe that crypto is potentially headed for a biblical bull market in the coming months that could surpass 2021 - some thoughts on the current market setup under a Trump Administration:

1) Trump presidency is a 4 year call option on crypto markets (i.e. Gensler fired, US takes a sandbox approach to crypto, Bitcoin strategic reserve); this creates an environment where we could truly have a fabled supercycle for the asset class

2) Retail interest in crypto is still basically at the lows and Trump winning is an industry wide catalyst that will reignite retail participation / new flows into the asset class (already seeing it with BTC making new highs)

3) Markets are still heavily mispricing a republican sweep and upside for the industry is likely much higher than previously anticipated given accommodative regulatory policy for crypto

- Bitcoin strategic reserve means BTC could hit 250k this cycle

- SOL ETF likely happens in Q1 2025 putting SOL in a position to flip ETH and even trade at $1000

- Expect other popular assets like TAO to potentially get an ETF

4) While longer term rates may rise, a Republican sweep creates a bullish outlook for equities over the next 6 to 12 months

Crypto likely vastly outperforms stock market indices as the industry re-rates from being "dead" into a real emerging asset class again vs equities which are continuing to "grind higher"

We will start to see rotational flows back into crypto

5) Global easing cycle (i.e. PBC, ECB, Federal Reserve) creates a favorable environment for risk assets in which crypto has historically been the fastest horse

6) The odds of a breakthrough application with real value accrual to the token just rocketed

[Murad 💹🧲 @MustStopMurad]

If you're going to watch ONE video during this Memecoin Supercycle... Watch this.

2025 will be the Year where Memecoins go Parabolic.

Watch this Video to Understand Why.