Cole Muench

@0xCryptoSam End of an era 💯

Unfortunately, my team got cut in the layoffs. A disappointing outcome to an otherwise fantastic experience. I’m very grateful to have been a Messari Research Analyst. What I can confidently say is that quality thought-leadership is presently the most undervalued resource in crypto. The mediocrity of AI-driven writing and reasoning has convinced many that it is a suitable replacement for a research analyst. I promise you - it isn’t. Frontier technologies today (crypto, AI, robotics, quantum) are hyper-ideological and incredibly contentious. We’re entering a new era that demands human judgement and debate. LLMs will tell you what’s consensus. Ask any LLM today if an intelligent person should pivot from crypto to AI; they all say yes. We need thought-leaders willing to play 4D chess in public and get a couple moves wrong before they win the match. Humanity is incredibly undervalued in the 21st century. Lastly, the talent density at Messari was unlike anything I’ve ever seen. Any crypto companies hiring should reach out to myself, Diran, or any of the Messari folks directly to get in contact if you’re looking to hire.

@adamaarreola @Kiln3d Things you love to see: THIS 🐐

Launching @Kiln3d today Open-source infrastructure that gives AI agents safe, direct control over 3D printers. Tell your AI agent to print something, and it handles the rest. 🖨️ kiln3d.com

@Solofunk @MessariCrypto @luisri_ @DrxlEth @AvgJoesCrypto @0xbaba @maartjebus @adreon @redvelvetzip @tulipking @eric_turner Grateful to have worked with you for so many years. Excited for what’s next 🚀

Life Update: My chapter at @MessariCrypto has come to a close These past 3.5 years were filled with growth. Starting as an analyst and becoming crypto-native through research, writing, and osmosis of working alongside the brilliant folks who have passed through Messari's doors. More recently, I've had the privilege of leading a team of analysts (shoutout @immutablejacob, @NaytheForceBwU, @Degenerate_DeFi, @AJalooli, @jonnytoshi), managing several key partnerships and client relationships, and contributing to the strategy and operations of our research function. I can proudly say that in the depths of a bear market in 2022, just months before FTX, I followed an emerging passion for crypto and made the career jump in search of something more meaningful. I'm grateful for the people who shaped the years that followed (shoutout @luisri_, @DrxlEth, @AvgJoesCrypto, @Cole_Muench, @KreiserMatt, @0xbaba, and many others). This has been a great place to work, and I'll continue cheering for Messari from the sidelines. As for what's next, I’m excited to share soon enough! Until then, I'll be in the land of the Incas, recentering and appreciating the beauty of Peru’s Sacred Valley 🌄

The U.S. government uses Messari, why don’t you?

@AllBusinessPump @MikeIppolito_ Put me in coach

@MikeIppolito_ Ik @Cole_Muench is not happy rn

First bearish thing I've seen from Robinhood in months

Read more for free: messari.io/report/state-o…

The golden age of stablecoins is upon us, after many years of fighting the good fight. It took 10+ years to reach our first $250B. The next $250B will come faster than you think... Buckle up!

We've been working on disclosures for seven years now, and I think the format of the new Messari portals is close to where you want to be 1. Key events (corporate actions) 2. Unlocks 3. Network metrics 4. "Financial" metrics 5. News 6. Market data 7. Fundraising

How it started. How its going. messari.io

@Old_Samster You love to see it - congrats!

Today I’m proud to announce Unsupervised Capital — a liquid token fund dedicated to Bittensor. At a moment when conviction feels scarce across crypto, I’ve never felt more clarity or confidence about a single thesis: Bittensor. I’m launching this with my longtime friend @bloomberg_seth as Partner and the backing of @CrucibleLabs as our anchor investor. Feels surreal to write this. Four years ago I was working as an aerospace engineer, dreaming of managing capital. Today, that dream begins. The name Unsupervised Capital is a nod to unsupervised learning — where algorithms find structure in raw data without labels or instructions. Like those algorithms, we don’t follow maps. We explore the edge, where others hesitate. That's where the best opportunities live. Bittensor has created something unprecedented: an open market for intelligence. It turns models, data, and compute into tokenized assets—creating entirely new investment primitives. Old frameworks don’t apply here. This is why we started Unsupervised: > To play in the frontier > To bet on what hasn’t been discovered yet > To back builders creating the next layer of intelligence This fund is my biggest bet to date. I’m all in—and I’ve never been more sure. We just published the full announcement, including our thesis and strategy (in next tweet) GLHF

Many similar AI Agents will be used for nefarious purposes. Its probably worthwhile keeping an eye on the one that’s actually watching out for us… “The modern-day Trojan horse—but this time, it’s here to defend the city, not destroy it.”

Use any inkling of regret as motivation to learn.

The idea for @frenpetonbase is simple Teach kids about crypto by growing an onchain pet that is also an ETH piggy bank.

1/ The US Senate just voted 60-38 to overturn SAB 121 This is a BIG deal! It is the 1st crypto bill to get to the President It also sends a message to @SECGov that they are screwing up What is SAB 121? Why is this vote a big deal? How did the banks help crypto win here?! 👇

It is a good day to have a good day 🇺🇸 Bipartisan support in BOTH the House and Senate! Regardless of whether a Boden veto may be imminent, the anti-crypto army is losing members: - 0/50 Rs = Nay - 11/47 Ds = Yea - 1/3 Is = Yea The era of overreach may soon come to an end...

Base is inevitable. Find conviction in its top “memes.” "We believe that if we're successful… we can build the largest economy the world's ever seen... something that really brings everyone in and creates so much economic opportunity and freedom that hasn't existed thus far.”

@kelxyz_ Study the latest round of 13F filings

The same way the tl rushes in to buy when z is buying a memecoin or GCR tweets, the world may rush in to buy should there be any astonishing ETF buyers announced between now and mid May.

We simply hold through multiple 30%+ drawdowns until they run out of tokens to sell Study: progressively shallower dips

Easily one of the best threads I’ve seen breaking down a lot of what’s been going on with @degentokenbase Definitely worth reading if you've only recently started to see DEGEN all over your feed

So much of my feed has been filled with CT natives bouncing between Base and Solana, buying the most obscure memecoins that launched only a few days prior Meanwhile, CT has largely been quiet on the one “memecoin” actually being integrated into other Base + Farcaster apps…