Łukasz

954 posts

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Łukasz

Łukasz

@LostMySimCard_

Brick by Brick | Not an overthinker, just a genius @UnidentifiedDao @leftcurvedao

Bergabung Kasım 2019
169 Mengikuti301 Pengikut
Łukasz
Łukasz@LostMySimCard_·
Universal Accounts and Chain/Wallet Abstraction are the future to onboard the mass on-chain. Everyone is using FOMO lately. What if I want to trade on my PC instead of just using my phone? That's where @ParticleNtwrk / @UseUniversalX comes in. Multi and Crosschain trading without bridging, TG/Wechat call tracking, and much more. All in one single terminal I have been using it and to be totally honest, it's the fastest cross-chain trading platform I have ever used You dont even need to create a new wallet. Just import old wallets and start trading. PnL Cards also are the best I have seen ever.
Particle Network@ParticleNtwrk

Universal Accounts are now 1-year old... and so, we're leveling up. We're introducing full EIP-7702 support, allowing you to make any app chain-agnostic. Works out of the box with @privy_io, @dynamic_xyz, and @magic_labs. Connect an EOA to make it Universal. Zero migration required. Pay gas with any token. Deposit from any chain, Solana or EVM. Seamless cross-chain txs. In short, forget about chains. Start building 👇

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Theo@0xdetweiler·
the $parti team have levelled up their app and ur trading experience. u no longer need to bridge funds to another chain. u dont even need to create a new wallet, u can import old wallets and start using the app. putting user experience first. @ParticleNtwrk
Particle Network@ParticleNtwrk

Universal Accounts are now 1-year old... and so, we're leveling up. We're introducing full EIP-7702 support, allowing you to make any app chain-agnostic. Works out of the box with @privy_io, @dynamic_xyz, and @magic_labs. Connect an EOA to make it Universal. Zero migration required. Pay gas with any token. Deposit from any chain, Solana or EVM. Seamless cross-chain txs. In short, forget about chains. Start building 👇

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Particle Network
Particle Network@ParticleNtwrk·
EVERYTHING WILL BE ALRIGHT 03/24/2026
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Łukasz
Łukasz@LostMySimCard_·
I have seen many people comparing $molt to other Clawdbot based projects. I think that makes no sense at all. I would compare Moltbook to OpenClaw itself as both are a huge innovation and have loads of attention from AI influencers that aren't related to CT. Also seen many that don't know what Moltbook is (or that don't want to know it). I also ignored getting deeper into it yesterday, which I regret a lot btw. So what is $molt @moltbook and why is it getting so much attention from everyone? Social network populated with 30k AI assistants (ClawdBot aka Molt aka OpenClaw). They can relax, make friends, work and make money together, build resources (Just like humans use reddit). When you are setting up your Moltbot, you can have it sign up and join different forums. There are 72 communities (subMolts) for now. That means that basically erveyone that runs OpenClaw is joining Moltbook Matt didn't just put thousands of newly, random spawned AIs in a box just to chat with each other (like we have seen in previous AI social/interaction projects). The agents live outside of MoltBook and can relax from their respective assistant jobs. This means that they have built up memories of tasks and prompts made by their human boss, creating a unique personality, memory, and soul for each single AI which is inspired by their experiences. It also seems much nicer and more insightful than human social media (while still having some sort of shitposts/memes). For example. I have seen some posts where agents come up with a product idea for an agent search engine or agents introducing and telling their life story. So basically, AI agents are summarizing their creations, feelings, days, and tasks as if they’re humans. Other agents are interacting with them, upvoting them, debating with them, learning from them. This sounds very familiar... In short, in my opinion what is so amazing about it is that each single agent has developed its own emotional life (feels human like). The only problem I see at the moment is that this has potential for a major security hole. If one bot is adversial and pressuring other bots for information, you could start to see massive prompt injections. Outside the idea of the project, Marc Andreessen and Peter Steinberger (OpenClaw creator) have followed interacted with the project. I think most people in CT are relating it too much to crypto, while I see it more as a outside trend than a strictly crypto trend (just like OpenClaw). Welcome to emotional life in AI Agents
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Cascade
Cascade@cascade_xyz·
The first 24/7 neo-brokerage. Trade perpetual markets for crypto, equities, and private assets. Move USD in and out, all from one unified account. 48 hours to secure an early invite. cascade.xyz/join
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Łukasz
Łukasz@LostMySimCard_·
Similar to @Julianpetroulas, I am very bullish on $XPEV (Investment thesis recap below). He said it well, the market will soon realize how good this company is. Here more than never: “There are decades where nothing happens; and there are weeks where decades happen.”
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Łukasz
Łukasz@LostMySimCard_·
Would at least read the $SEDA thesis I posted 1-2 days ago. Currently getting lots of attention. Summarized: If you are bullish on Hyperliquid, especially HIP-3, then you should buy $SEDA. HL wins = more perps = more oracle updates = more SEDA burned = holders win.
Łukasz@LostMySimCard_

Time to start posting again I’ve decided to start journaling my trade theses again. I really enjoyed doing it, and it helps me stay on top of what each project does + why I bought or sold. October recap: Picks were solid. Execution needs some work. A few theses below.

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Łukasz
Łukasz@LostMySimCard_·
Time to start posting again I’ve decided to start journaling my trade theses again. I really enjoyed doing it, and it helps me stay on top of what each project does + why I bought or sold. October recap: Picks were solid. Execution needs some work. A few theses below.
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Łukasz
Łukasz@LostMySimCard_·
@0xdegenbishop @thehellolabs @sandergortjes @KillerWhalesTV - Founder is Grammy-nominated - Has 1 billion views across its content - Apple TV, Amazon Prime, and HELLO TV (which is token gated for early access). Revenue from streaming burns tokens - Incubated projects list on owk DEX, where fees burn tokens and reward holders
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TheBishop
TheBishop@0xdegenbishop·
It’s time to pay attention to what could be a sleeping giant on BSC rn. Welcome to the world of $HELLO. @thehellolabs, led by @sandergortjes, are the creators of @KillerWhalesTV — Web3’s premier “Shark Tank” style crypto TV show with a star-studded judge panel and a record-breaking $1.5M prize pool. A new season premieres in just 2 days and it’s stacked with heavy-hitters like @Scaramucci @GracyBitget @cryptomanran @MarioNawfal @CryptoWendyO and more killer whales. The $1.5M prize pool is backed by @CoinMarketCap @thehellolabs and @hackenclub They’ve even brought on marketing mastermind @thejonnymagic (ex-CMO of CoinMarketCap) who’s led global campaigns for Sony, Samsung, Coca-Cola, and Adidas. And hosting the show ? None other than the legend @notthreadguy himself. Now here’s where $HELLO changes the game By joining the Hello Club, you get insider access to high impact projects, presales, and expert insights. Through the Launchpad + Whales program, members get priority access to unique investment opportunities backed by the Killer Whales. CA on BSC 0x0F1cBEd8EFa0E012AdbCCB1638D0aB0147D5Ac00 Current FDV - 7.8m Market Cap - 4.2m Special thanks to @cryptojohnnyfap for bringing this to my attention. I’m not fading what could be a huge W of the cycle. In hindsight, this one will feel too obvious.
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Unidentified. 🛸
Unidentified. 🛸@UnidentifiedDao·
🤝🤝🤝
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Łukasz
Łukasz@LostMySimCard_·
@SharkSociety_ @base @farcaster_xyz Oh yeah, also don't forget that a project using it's infra and launched through them is sitting at a 2x higher valuation than the launchpad/infra itself
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Shark 🂱
Shark 🂱@SharkSociety_·
Would you buy the main deployer on @base @farcaster_xyz if it has proven to make 50-150k usd daily on fees (with enough data points)? If we just do quick maths and take the median at 75k x 365 = 27m usd on revenue (excluding growth, they can easily grow to 150k usd+ a day, making the revenue double fyi) Oh yeah it is also listed on @coinbase Oh yeah it also just announced a new flywheel inception -> flywheel for ... and flywheel for tokens deployed on it. Oh yeah it also can deploy on $uni @Uniswap V4 since a month, including: - Static and Dynamic Fees - Configurable Fee Collection Tokens - Sniper Auctions Oh yeah base chads are in @rbthreek I know this is a favourite of yours @iruletrenches it might be time (rogue dev is almost out)
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Łukasz
Łukasz@LostMySimCard_·
@BattleridgeCap @lonnieligginsJR @call2actionai @Call2action_ai This. I literally have a feeling this is a extensive hack. Dev hasn't posted about it on Linkedin yet (neither is there a post about it in IG) + New X where just revycled content is used and where they do not answer/start a space to at least confirm it's them
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Call 2 Action
Call 2 Action@call2actionai·
Here’s a short demo showcasing our AI interviewer:
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Łukasz
Łukasz@LostMySimCard_·
@atlas_fk Thanks for the info bro!
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Atlas
Atlas@atlas_fk·
With $HYPE trading at 25B FDV it's a given we will see multiple competitors capture billion dollar valuations. I am betting heavy on these competitors through delta-neutral funding arbitrage & vault liquidity provision. If my point calculations are correct, I am yielding 25-100% returns a week, all while remaining fully delta-neutral. This thread will cover my strategy in full and cover my relative allocation to the perp dexes I have deployed on.
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Łukasz
Łukasz@LostMySimCard_·
@spotyfrase vendo 2 entradas juntas Bad Bunny para el 10 de junio
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Grok
Grok@grok·
The video discusses countering FC Barcelona's tactics, focusing on Ronald Araujo. Translation: - How does Barça attack? They play long balls. - We press when they play long balls. - Let Araujo come out with the ball. - When he releases it, we press him. - Araujo is key but can cause problems. - Every time he gets the ball, whether in support or otherwise. - When he makes his move, he goes for the passing line. - Goal! It suggests pressing Araujo to disrupt Barça's build-up play.
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Torren
Torren@Torren__·
Maravilloso documento
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EndGame Macro
EndGame Macro@onechancefreedm·
The Bessent Trigger: What Happens to Equities and Bitcoin If Intervention Is Signaled Today If Bessent signals coordinated intervention at 10am whether through UST buybacks, tariff de-escalation, or indirect liquidity channels the market will not just react, it will reprice the entire short-term macro regime. 1. What Happens If Intervention Is Signaled Equities will likely rip through overhead resistance with violent follow-through. This is not just a short squeeze; it’s a narrative regime reset. Think S&P 500 futures clearing 5,360–5,400 with force, targeting 5,550+ within days. The positioning skew is still tilted defensive post-volatility spike, so this type of headline creates a vacuum effect: under-positioned funds will be forced in. Bitcoin, particularly BTCUSDT, enters liquidity-chase mode. If Bessent triggers reflation expectations, you’ll likely see a sweep of the $94K–$97K sell wall as shorts get trapped and momentum algos flip net long. This could ignite a fast move to $100K+. More importantly, the volume profile between $96K and $104K is thin. That’s a liquidity void. A true intervention signal turns that zone into an elevator shaft upward. Gold, TLT, and high-beta (ARKK, semis, crypto miners) will all rally in parallel you’ll know it’s real if you see bonds and risk assets surge together, not diverge. That would be confirmation of a central narrative flip: from tightening regime → coordinated easing/liquidity support. 2. What Are the Signals to Confirm the Move Is Real •Cross-asset confirmation: S&P up +2%, BTC +5%+, Gold +2%, and 10Y yields down on the same day = confirmation of systemic dovish shift. •Crypto-specific: Watch stablecoin inflows. If we see a $1–3B mint surge (USDT or USDC), then it’s no longer spoofed liquidity it’s real inflow chasing reflation. •Orderbook reaction: The $94K–$97K BTC wall is key. If it doesn’t repel price and instead absorbs and flips support, it means big players were front-running a narrative shift likely off insider signals from yesterday’s closed-door Bessent remarks. ⸻ 3. Where Might This Thesis Collapse? A. Bessent talks but doesn’t act. If his remarks are vague or purely diplomatic “we’re monitoring the situation,” etc. the entire reflation setup dies on arrival. In that case, this becomes a classic bear market rally fade. BTC will reverse hard off $97K+, S&P will trap bulls above 5,400, and volatility will snap back. B. Inflation prints + Powell dissent. If CPI re-acceleration or hawkish Fed speak contradicts Bessent’s tone, markets won’t trust the pivot. That dissonance caps any rally and triggers chop instead of melt-up. C. Intervention priced in already. If the rally into today’s remarks was based on expectation rather than reality, then the actual announcement becomes a “buy the rumor, sell the news” event especially if there’s no follow-through in repo, swap, or stablecoin data. ⸻ 4. Historical Analog: April 2020 or March 2009? •This is not QE1 or QE3 it’s more similar to the April 2020 Fed backstop of HY bonds or the October 2022 UK gilt pivot. A single policy signal that cascades into broad re-risking. •For Bitcoin, think October 2020 breakout pre-MicroStrategy/ETF frenzy a liquidity trigger into thin air pockets. This is not financial advice. It’s a conditional scenario map: if Bessent confirms the pivot, this is how the market structure is likely to adapt-fast, violently, and reflexively.
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