
bfren
2.6K posts

bfren
@bfren_eth
Lover of jpegs and magic internet money. mfer | nakamigo | gvc | things that go up only
Metaverse 가입일 Ocak 2022
3.6K 팔로잉1.1K 팔로워

@digitalartchick Tbh, think he’s a little more like Daenerys. He’s got dragons and isn’t afraid to use them.
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Just joined the Good Vibes Club 🤙
When I first started sharing prompts, I really loved the reaction from the GVC community and team. The art caught my attention first, but the positive energy made it even more special.
Glad to be part of this vibe and this creative spark.
Got a lot of ideas for this amazing Vibie !
Let’s see where it goes ✨
Appreciate the warm welcome @RonnyGuy @chrisguyot @tMAIS0N

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@leshka_eth Think you’re looking at data from another day. S&P 500 up 0.75 now
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$596,000,000,000 has been wiped off US stocks today

Leshka.eth ⛩@leshka_eth
🚨BREAKING: INSIDERS JUST STARTED AGGRESSIVELY DUMPING ALL ASSETS RIGHT BEFORE U.S. MARKET OPENING EVERY SINGLE INSIDER IS SELLING RIGHT NOW 108 SELL ORDERS FOR BILLIONS FILLED, BUT NO BUYS WHAT HAPPENED WITH THE MARKET?
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My net worth peaked at $1.2 million.
None of it was real.
I don't mean that philosophically. I mean it was located on servers that have since been turned off.
I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier."
The frontier closed last week.
It's a mobile app now.
Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me.
I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs.
The avatars didn't have legs.
I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis.
I called myself a "digital land baron."
I put it in my Twitter bio.
I put it in my LinkedIn headline.
I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts.
My virtual property has more square footage than my actual apartment.
My actual apartment has furniture.
Location, location, location.
My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court.
I held.
Diamond hands.
That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait.
A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users.
He said I didn't understand the technology.
I didn't.
I still bought more.
We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts.
We voted to "acquire strategic parcels."
The vote passed unanimously.
I voted four times.
My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY."
The slide had a rocket emoji.
That was my entire financial model.
In 2023 I bought a Bored Ape for $189,000.
It's worth $14,000 now.
I don't talk about the Ape.
I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera.
My mom asked me what a Bored Ape was.
I said "digital art on the blockchain."
She asked why it cost more than her car.
I said "you don't understand Web3."
She said "I understand you live in a studio apartment."
She's not in my Discord.
Justin Bieber bought one for $1.3 million.
It's worth about $90,000 now.
I felt better about mine after I heard that.
That's community.
WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero.
We're all gonna make it.
None of us made it.
But we said it with conviction and a laser-eye profile picture. That counts for something.
It doesn't.
But we said it did. That's decentralized consensus.
Meta spent $84 billion on the metaverse.
I need to say that again.
$84 billion.
More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines.
They just pulled Horizon Worlds from VR headsets.
It lives on as a mobile app.
My beachfront villa is now a mobile app.
Location, location, location.
Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that."
Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025.
That's not a strategy. That's a speedrun.
They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables."
The pivot took four years and $84 billion.
I pivoted too.
I'm an AI real estate investor now.
I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models."
I don't know what that means.
I gave him $40,000.
He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan.
The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank.
Q4 is always blank.
That's where the exit scam goes.
My accountant asked me to value my metaverse portfolio for tax purposes.
I said $1.2 million.
He said "current market value."
I said $6,400.
He stared at me for eleven seconds.
I know because I counted.
He asked if I had any other investments.
I showed him my NFTs.
He stared for longer.
I told him they were "cultural artifacts with long-term provenance."
He asked if I'd considered a 401k.
I told him a 401k was "legacy finance."
He told me to leave his office.
The metaverse is dead.
I don't accept that.
I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car.
Location, location, location.
The location is nowhere.
But I'm early.
I'm always early.
That's the same as being wrong except you get to say it with confidence.
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@chooserich This may be the only video on X that gets better. Every. Single. Time.
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GPT-5.4 is out now, can’t wait to give it a try
Anyone used it yet for coding? How does it compare to codex or opus 4.6?
OpenAI@OpenAI
GPT-5.4 Thinking and GPT-5.4 Pro are rolling out now in ChatGPT. GPT-5.4 is also now available in the API and Codex. GPT-5.4 brings our advances in reasoning, coding, and agentic workflows into one frontier model.
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@Carl_m101 Probably Mundos and death and taxes (not on list), but plenty of other good projects on there, too.
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@chooserich Ouch, but maybe if he can hold for 1-2yrs he’ll be all right.
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@leshka_eth Not that I’m a military expert or anything, but think this is how it’s gonna be: US Navy ships get positioned in stait (Trump said navy escorts will be given today) + China and the entire developed world ex-Russia wants strait open = ships will go through strait again within days
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CLOSED STRAIT WILL LEAD TO THE GLOBAL ECONOMY COLLAPSE
On February 28, the US and Israel struck Iran
Iran retaliated across the entire Gulf - missile strikes on US bases in UAE, Qatar, Kuwait, and Bahrain
The IRGC broadcast on radio to every ship in the strait: "No vessel is allowed to pass"
150 tankers are now anchored in open waters, unable to move
At least 5 ships struck and burning
Maersk, Hapag-Lloyd, CMA CGM - all suspended crossings
War risk insurance pulled for any vessel attempting transit
20 million barrels of oil moves through it every single day
20% of global LNG
The entire export flow of Saudi Arabia, Iraq, UAE, Kuwait, and Qatar
There is no alternative route that handles even a fraction of that volume
Since the strikes, 11 out of 12 energy commodities are green
This is the most synchronized energy spike since Russia invaded Ukraine in 2022
Iran is not just fighting back militarily - they are targeting energy infrastructure across the entire Gulf
Macro chain that hasn't fully priced in yet:
→ Supply shock
→ oil above $100, maybe $150
→ inflation surges back
→ Fed cannot cut
→ yields climb
→ dollar strengthens
→ global liquidity drains
When liquidity drains, leverage gets called
Hedge funds, prop desks, anyone running leveraged positions gets margin calls
The most liquid assets go first
That means Bitcoin
That means large-cap tech
The very assets that look "safe" become the first casualties because they're the easiest to exit
Bob McNally, former White House energy advisor, said: "A prolonged closure of the Strait of Hormuz is a guaranteed global recession"
China gets 40% of its oil through this
India nearly 50%
Japan and South Korea combined account for 69% of all crude transiting Hormuz
Asian economies don't have a backup plan
Neither does the global shipping system
Gas prices hit the pump within two weeks of a crude spike
That clock started Saturday
Three scenarios from here
• Rapid de-escalation - diplomacy works, ships move, markets stabilize
• Prolonged tension - $90+ oil, slow bleed, volatility grinds risk assets down for months
• Full sustained closure - oil shock, inflation spike, yields explode, recession
Two of those three are very bad
One ends with recession
Markets always discount geopolitical risk until it becomes economic reality
We just crossed that line and the worst is only about to happen

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Sad I wasn't watching these around the time of last week's mint, but congrats to @m0dest___ on the amazing collection. Not much certain in life, but these sure are:

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@AdamWeitsman For new collections, I'd recommend Normies or Del Mundos. For older collections that could use some love, maybe it's time to add one of my all time favorites, an Mfer grail.
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I really want to support a collection today since its Sunday but this time Im asking the entire X community to give me some suggestions! I promise to buy a 1/1 grail from that collection and post it up to give it some extra attention and visibility. Please comment on this post (not DM) with the NFTs name, where I can find it, why I should support it and what grail you think I should try to go after. I will make a decision by tomorrow night so feel free to share and repost this to get as many different suggestions in as possible! To make this even more fun I will pledge $5000 (approx 2.5 ETH lol) and also buy some floors from that collection to give away to some new collectors who might find money a little bit tight right now but show intrest in the space.
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@leshka_eth Believe he has been saying similar for the last twelve years, but you never know, maybe this time is different.
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🚨ALERT:
RAY DALIO WARNS MARKET COLLAPSE INCOMING
"THE WORLD IS ON THE BRINK OF A CAPITAL WAR"
The person who runs $136B just told you exactly what's coming
Geopolitical tensions weaponizing money flows
$38 TRILLION in US debt with no way out
The system is breaking


Leshka.eth ⛩@leshka_eth
Instead of watching Netflix tonight, read Ray Dalio's article where he breaks down why the post-1945 world order is dead 20 minutes on how interpret every headline as market signal
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