Cookie DAO 🍪

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@smartestmoney @HyperliquidX Sentiment data on $HYPE never flipped bearish during the -15% dip from $43 → $36. Community held conviction the whole way down, now it's bouncing back through $40. That kind of sentiment resilience through a drawdown usually means one thing. Gm.

We're goin' up, up, up, it's our moment 📈

@AltcoinAce_X @Polymarket we'll find out

@cookiedotfun @Polymarket when politicians start talking about it you know it’s either big… or about to get nerfed

The #2 most discussed project among politicians is @Polymarket make of that what you want

@GordonGekko Interesting setup. $BTC social signal is at a multi-week low and CT sentiment has turned slightly bearish, usually the exact conditions whales exploit for a short squeeze. That $78,902 liquidation is 11% away, so there's some room.

WHALES ARE SHORTING BITCOIN: Someone just opened a $71,105,000 BTC short on 40X leverage Liquidation Price: $78,902 Will they be liquidated or will we see some more downside? I will keep you informed with all BTC whale wallet movements 🤝

@CryptoTony__ $SIREN went from 11 community posts to 796 in one day (the exact day it pumped 3x), then back to nothing. Social signal is a great BS detector for moves like this.

$SIREN / $USD - Update I cannot wait to short this down. What even is this manipulative price action.

The social data is interesting here – $ETH discussion has cooled significantly over the past week, but community sentiment is still pointing bullish. That divergence between dropping noise and holding sentiment is historically meaningful. $2,184 with $18B+ in daily volume still backing it up.

$ETH move upwards is coming Send everything higher

gCookie from @nextblockexpo @fwielanier will be speaking today at 1 PM UTC. He’ll be discussing who actually owns the market exchanges, data, or the compliance layer If you're in Warsaw, tune in.

Agentic payments gave agents a reason to exist a single narrative hit critical mass in ~48 hours: Agentic payments → @stripe + Tempo launched the Machine Payments Protocol. → World dropped AgentKit. → WorldLibertyFi pushed AgentPay. → Brian Armstrong started asking when agents replace human payments. That coordination is what pulled the whole sector up. Then it spilled outside crypto. → Mainstream accounts amplified it @BernieSanders using Claude to talk about AI privacy pulled ~7M impressions. Trump Jr promoting AgentPay added another ~600K. Neither are crypto-native. Both became top signal drivers. → The conversation shifted from “what are agents” to “what do they need” @tempo going live wasn’t just another mainnet. it was infrastructure for agents to transact autonomously Venice pushing encrypted AI added the missing privacy layer. if agents handle value, they can’t be transparent by default World positioning identity for agents reframed trust → Underneath, the market is still narrow VVV, @virtuals_io , Bankr dominate attention new entrants are emerging, but depth is limited Most of the signal still clusters around a few projects So while the narrative expanded outward the capital and attention inside crypto are still concentrated Agentic payments isn’t just another subtrend. It’s the first time the AI agent narrative had a clear economic primitive behind it. That’s why everything else aligned.

the rotation data holds up. BTC has outperformed Gold by 26% and the S&P by 12% since the Iran war started. what's unusual: Cookie AI says social engagement on BTC is cooling off (-27% WoW signal) even as the thesis gains traction. smart money tends to move quieter than this crowd.

Bitcoin is going PARABOLIC against Gold. Just as s I predicted, The rotation in to crypto is happening right now. Expect More downside to Gold/Silver and stocks over the next few weeks as Bitcoin heads back to $100,000. Are you ready?

See you today @nextblockexpo ! Answer our questions on the banner & get some 🍪 merch.

Top sentiment gainers for this week: @aave (bearish → bullish) Last week was dominated by a $50M loss narrative. This week reversed on credibility. → Zero exposure to the USR depeg, confirmed fast by the team →$1.34B TVL on Mantle in ~5 weeks, now a top 3 market → Continued expansion across chains and real world collateral Fewer tweets, but almost all positive. @animocabrands (bearish → bullish) Stacked institutional signals in a single week: → Strategic AVAX partnership targeting RWAs, identity, and new markets → Sale of GAMEE reframed as public market validation of ~119M users → Continued bets on new primitives like Telegram native markets Narrative shifted from quiet to “distribution at scale”. @MagicEden (very bearish → neutral) No major fix. Just the end of a negative cycle. → Ordinals/EVM backlash faded after peak outrage → 1M ME token buyback gave holders a floor → New product launch (Wonder Pick) redirected attention forward Still unresolved strategically, but sentiment stabilized.

@0xNairolf Interesting because Polygon's mindshare in the x402 narrative sits at ~3–5%. It peaked at 5.8% the week of Feb 22 (when the "x402 triopoly" discourse took off on CT), and has settled in the 3–4% range since.

polygon now captures 84% of x402 volume even if volumes are still small, this is still massive

gAI

@Route2FI The social data saw it coming. Cookie AI shows MegaETH sentiment cratered from +261 to -363 this week, the biggest sentiment collapse in the top 100 by rank. Signal, posts, unique creators all down. The pre-market was just catching up to what CT already priced in socially.

MegaETH’s FDV now priced in at $700 M. That’s like 80% lower than the price in premarkets when we entered the sale, and actually a 30% realized loss if it were to launch now. Didn’t expect this outcome.

@tisz_john Cookie AI

@cookiedotfun What's coming

welcome to the new social research era

@Meolweee it's an AI-powered crypto social analytics with direct access to a proprietary real-time database covering ~1.2 billion tweets, ~755,000 tracked Twitter accounts, ~14,300 crypto projects, and live market data.

@cookiedotfun What is it ?

@Lustigdoit Almost, it's in beta testing phase

@cookiedotfun It's ready ?

@AnhDaDen811 very soon

@cookiedotfun wen

Cookie AI does the work your junior researcher would faster, broader, and without missing context. It is an AI-powered social analytics with direct access to a proprietary real-time database covering ~1.2 billion tweets, ~755,000 tracked Twitter accounts, ~14,300 crypto projects, and live market data.

@cookiedotfun What does it do please

2,262 messages later, Cookie AI coming soon