LEAN 🇺🇸 || KAIF CapitaL ⛔

Degen & Crypto enjoyer since 2022 😜

Founder of @KAIF_CapitaL ⛔

Big fan of japanese anime 🇯🇵

😘😇

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

Retired? Nah, I'm retarded 😘😇

There’s a window of opportunity in the market right now, just like in any economic crisis. The key is not to complain but to adapt to the new reality. Opportunities are always there; they’re just often not obvious at first. If your niche is completely dead or you’re burned out on crypto, focus on developing soft and hard skills. Finally learn foreign language, pick up Python skills to write different scripts, and/or dive into BAS and Selenium.

Endlessly staring at charts will only wreck your nervous system and, eventually, your health. Do you really need that? Anyway, you can’t change the chart. Do what you can, and time will tell!)

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@hibachi_xyz Hibachi 🫶

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@strembiskyi @hibachi_xyz @layer3xyz Ohh no...
Hibachi users must be afraid...
💎💎💎

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

If you’re still trading perps on lagging AMMs or trusting opaque CEX order books, you're doing it wrong.

@hibachi_xyz is easily my favorite trading venue built for this cycle 6ms latency, complete ZK proof of solvency, and zero front-running. Pure execution.

@layer3xyz 🫡

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@hibachi_xyz @layer3xyz Point boost: 15%
Fee discount: -5%

https://t.co/9nRBHcQLTc

[Layer3 @layer3xyz]

100M+ traded through Layer3 competitions.

To celebrate, we're running a $1,000 pool for traders who participate and share their experience.

1. Trade in any live competition this week
2. Post about your experience, tag @layer3xyz and the protocol you traded on
3. Submit your entry via the activation below

https://t.co/mcsOpw9roj

[kodak.base.eth 🙏😘 @NeverSettleCat]

ok, i like reading founder letters and long-form thinking around topics i'm interested in.

if you read this one between the lines instead of just summarizing it, it feels like a very base coded document to me. not because base is mentioned, but because the vision is similar.

nick's core argument is that crypto won, but success came with a tradeoff. new elites emerged, old problems found new faces, and ftx became the clearest example of that. i read this as a deliberate distancing from crypto politics and the constant fight for attention.

he doesn't talks about ai, agentic societies, hyperliquid, or whatever. instead it's 'authentic founders', 'products we like', and 'playing our own game'. it reminds me of the old coinbase mindset from the brian's prime around 2017-2021, when crypto was still being framed primarily as a product revolution rather than a financial one.

personally, what i found most interesting is that he doesn't write like a fund manager. he writes like a founder. the letter is structured around ideas, products and people rather than capital allocation. it reads like someone who still sees himself as a builder first and an investor second.

now for the interesting part: @GrailCo.

out of everything, he chose to give grail its own dedicated section. in the context of a potential base token, that's even more interesting. we're probably heading into a cycle where consumer crypto, new asset classes and new forms of ownership matter. grail fits that narrative almost perfectly. not rwa in the traditional financial sense, not tokenized papers, but tokenized culture. that's a much more based idea than it initially sounds. my guess is that they believe they've found a new category of consumer asset.

another green flag isn't just that they openly say they're incubating grail. it's that they're already sharing real numbers. that's unusually concrete for a product at this stage. the message is "already working."

the overall tone of the letter leaves me with the impression that grail isn't just another portfolio company. it looks much closer to one of their highest-conviction product bets for this cycle.

that's venture thinking, not speculative thinking.

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@alexlaprade Hey, @rainbowdotme can partner with @hibachi_xyz FX to get the best rates on fiat assets. Hibachi is looking for solid neobank partners, look what they are offering: https://t.co/GgFFAzPRK3

[Varun @GandalfTheBr0wn]

FX today is still an interbank market.

@hibachi_xyz is building an institution-ready FX venue where anyone can supply liquidity directly, pricing is visible, and access is open.

Over the next few months:

FX perps
FX spot
Fiat on/off ramps
Built-in compliance

If you’re moving money across borders, running a PSP, remittance stack, or neobank, reach out.

Hibachio

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@NeverSettleCat @rainbowdotme @rainbowdotme can partner with @hibachi_xyz FX to get the best rates on fiat assets.

[kodak.base.eth 🙏😘 @NeverSettleCat]

i read @rainbowdotme's may 2026 investor update so you don't have to.

the first thing that stood out to me wasn't revenue or even user growth. it was how openly the team discusses concentration risk within the business. swaps still account for the majority of revenue, and the report makes it clear they're actively trying to diversify beyond that rather than simply hoping trading activity returns.

the second thing that caught my attention was the metric they're obsessed with: share of wallet. not total users. not tvl. not transaction count. they want a larger share of a user's financial activity to happen inside rainbow. that sounds much closer to a fintech strategy than a wallet strategy.

the roadmap was even more interesting. cash balances, instant withdrawals, tokenized equities, margin products. if you squint, it starts looking less like a crypto wallet roadmap and more like a robinhood roadmap rebuilt on crypto rails.

cash balances and instant withdrawals are probably the most ambitious items for now. those features sound great on paper, but they're also the ones that usually run into banking partnerships, compliance requirements and regulatory complexity. i'm genuinely curious how much of that work is already underway versus how much still sits ahead. i asked @alexlaprade and i'm interested to hear his thoughts.

what i liked most about the document is that it doesn't read like a typical crypto growth deck. there isn't much focus on narratives, community programs or ecosystem buzzwords. most of the discussion revolves around products, revenue lines and user behavior.

after reading it, i came away with a different impression than i expected. rainbow doesn't seem focused on becoming a bigger wallet. it seems focused on becoming a financial app that happens to use crypto underneath.

[Varun @GandalfTheBr0wn]

Another step closer to building the venue for FX price discovery 👽

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

🌊I love it!

​Been testing the OpenSea beta, bugs get fixed incredibly fast! It gets better with every update. Trading everything from Fartcoin to SpaceX in one app is incredible.

Can't wait for RWAs and to rip Pokémon packs in the app!

@opensea - trade literally everything!

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@hibachi_xyz UAHUSDT
RUBUSDT

Would be great

[Chris Maddern @chrismaddern]

fun idea

happy to power this with the @opensea api 💪

[KITKAT @KITKAT]

Regarding recent press coverage

[Adam Hollander @HollanderAdam]

grateful to spend a few hours with @ChrisJourdan this morning answering questions and speaking directly with members of our community.

for anyone interested, the entire interview is below. have also provided timestamps if you'd like to hop from section to section.

00:00 Intro & Announcement Overview
08:58 OpenSea vs. OpenSea Foundation
11:45 Shipping Product Before TGE
17:03 Mobile & Perps Timeline
20:10 0% Fees for 60 days
21:35 Solana NFTs & Ordinals Question
24:45 Acquisitions Question
32:28 TGE Timing Question
42:20 Specific Waves Fee Refund Question
44:44 Discussion About Not Sharing New Date
50:42 Token Utility Conversation
52:52 Market Conditions Discussion
57:55 Community Q&A Begins (LoKi)
01:09:45 Decoding CT Feedback (Brad)
01:25:20 Beta Tester Experience (Chesus)
01:31:27 Creator Incentives (Grace)
01:36:20 How to Approach Current Rewards (Iron Shack)
01:40:47 Gemesis Question
01:42:02 Outro

hope to have more opportunities like this in the coming days and weeks.

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@Klamyyyy Avg return on waves 1-5, 0.55, 55%

[tD @tD_0101]

well, you better check "Luminous-Female" which controls this polymarket wallet:
0x054eC2F0cCfdaE941886a3eD306635068c716639

through a number of relay swaps, funds (0.1 SOL for fees) sourced from:
0xb96e4e1f9aba5f0e2c27bd37e0e7e58070d0f575

which leads to some poker players ENS and ton of wallets that were transferred ETH in 2017.
in particular, this Kraken deposit:
0x523adEa2A5DA41813Bf1D3f7C8fC8475C9DE5fe8

I don't have as much tools and flagged wallets as you have, but your recent following of @BigHuni (poker player?) makes me think there was definitely some other insider trading.

thanks for attention.

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@shizudio You make 3 seasons of farming and said: "There no airdrop", that's crazy. Ppl don't care about "memberships, exclusive perks, etc.", this is crypto we are all here to make money, not for some stupid coupons.

[LEAN 🇺🇸 || KAIF CapitaL ⛔ @usaownerr]

@evansWeb3Dev @tD_0101 That's completely bullshit! Each user has their own EVM deposit address on CEX, "that's how CEX works" 🤡

I hope you will face legal consequences for your rug pulls. @zachxbt

[TVアニメ「FX戦士くるみちゃん」 @fxkurumi_info]

📈ティザーPV公開📈

2026年TVアニメ化決定！

TVアニメ
「FX戦士くるみちゃん」
ティザーPVを公開しました💴

ほんわかゆるふわＪＤによる ちょっとアブナイ（！？）ＦＸのおはなしの始まりです！

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https://t.co/4bDBh6J9bK

#FX戦士くるみちゃん