Murren

If Umbra becomes the de-facto privacy solution on Solana, better raise those targets: - A practical privacy application on the most broadly used chain, making private swaps/transfers fast and easy - SDK proliferation among existing non-private projects, giving them access to privacy - Demand for wallet security rising, Umbra offers privacy / wrench attack protection via distress mode - Ownership governance works best with projects that have a strong business model, creates a moat of value for the IP. Umbra wallet revenue / SDK revenue flows back into the Umbra IP through ownership - Ability to shield any asset on Solana, various token pools for select tokens, giving native privacy attributes to tokens that have never had privacy. One stop shop privacy ecosystem that only Umbra offers One of the most exciting junctures we have currently uodl

besides punting crypto and equity perps, one of the few things i'm still holding is $UMBRA the wallet just went live and hits the appstore in the coming days umbra hit $30m mcap (300% from current price) 2-3 times on pure hysteria with zero product now that the product is actually live, there's a clear price dislocation i have trouble bidding any other high fdv launches that 'dipped', their 2026 unlock schedules are still as cancerous as they were in 2025 umbra's team tokens locked for 12+ months, then only unlock when they hit certain fdv goals product live + clean tokenomics while everything else is a ticking unlock bomb that's the thesis

Umbra has finally reached public mainnet. In my time before joining the team I considering Umbra to be an interesting opportunity, now that I’m on the team I consider it to be the greatest opportunity in crypto. Privacy is known for being slow, clunky, ugly to look at. Umbra is the direct anti-thesis to the old guard of privacy. It’s fast, smooth, beautiful to look at, an incredible breakout for the privacy sector. Umbra is unique in that the value we will generate will go directly to the ownership IP, which is you. The token accrues value with the business, and as Umbra gets broadly adopted as a go-to privacy wallet, the value that will come with it will be massive. Privacy is going to become the next “big thing” in crypto, institutional adoption and retail proliferation will give the privacy sector considerably more upside than anything else, and if Umbra can hold its own stake in that upside, our days ahead will be incredibly bright. We have seen months of price history on Umbra trying to price in public mainnet, but only now can it truly begin to reflect the product we have built, live for everyone. People underestimate how difficult it is to make something as complex as writing cryptography from scratch look as simple as using Phantom on your smart phone. That’s what we did, and the fact that it only took 5 months might honestly be the most impressive outcome. uodl.

Umbra is the encrypted wallet on Solana Trade, earn yield, shield any asset, private swap/send, distress mode This is only 1/3 of it’s features Will be available on iOS, Android, Seeker, Chrome extension Welcome to your privacy wallet on Solana uodl

Ghunter, $CROWN TGE tomorrow. Season 1 going live on @megaeth @playhuntertales

@Flynn_howitt Spill it.

Just realised $OSO is bigger then we all think...

Life update: I’ve joined @UmbraPrivacy to head BD & Outreach The mission is simple: help accelerate the global adoption of privacy, and make Umbra the driving force at accomplishing this. Right now, I believe crypto is facing two core problems: - too many things we’ve built have no real purpose - retail has been denied a true token-equity experience For far too long, our industry has celebrated founders who give little back, selling retail a vision through tokens tied to products that often shouldn’t exist in the first place. There comes a point where we should demand better. I believe we’ve reached it. The future belongs to projects that create real value through products that we need, paired with tokens that meaningfully align with the underlying business. That’s what we’re building at Umbra, the best possible privacy experience, with ownership that ties it all together. The privacy sector is so ripe with opportunity, and we believe that Umbra is the best possible representation of a truly great privacy experience. This does not stop at our wallet, or our SDK, what we are building is a layer of private finance, which is something that crypto has never seen before. Let's begin. uodl

I sat and thought about what my three major trading mistakes were in the last few weeks trading memecoins. Two of them were obvious but the third one initially wasn't. Basically - rotations are extremely fast and they go like this: 1. Something new and different spawns and it runs hard 2. Beta plays start coming out 3. People round-trip a lot of gains because they don’t sell the main runner 4. Even more betas come out (this is max extraction mode), and people lose a lot of money and time chasing them to make up for plays they missed/money they lost Somewhere between 3 and 4 is when 1 happens again. Something new and shiny comes out, but obviously you didn't catch it because you chased 100th beta play of the main runner. And the mistake is that I often found myself digging through piles of trash stuck between 3rd and 4th stage of rotation. And then - a new runner would appear, and I would miss it, or find about it too late. And then pattern would repeat again. The plan is to scout for golden new plays, make money on them and maybe play few beta coins after that. Nothing good happens in 3rd and 4th stage if you are a trader and not the serial "deployer''. More patience from now on, more observing and less trades. Sometimes less is more. Retardio.

“What’s the best way to express long privacy” I strongly believe it is Umbra, for many reasons: - A unified shielded pool on Solana - Private transfers, private swaps, ++ - Web App + Wallet - A product with a great UX, compared to every other privacy wallet on the market - An SDK that any app can plug into in minutes - Asset-agnostic privacy - Chain-agnostic, can expand to any chain - Default privacy without new mental models - Ownership coin with futarchy governance These are the core features, but what crypto natives care about, “token go up”, this is why it will be Umbra: - Umbra has the same mechanisms as Zcash in regards to shielded pools, only with Umbra you can earn yield with this - Draft proposals for revenue sharing(this is coming) to where you as a top token holder can earn dividends on your investments based on the revenue from not just the wallet, but the SDK as well - As projects build on Umbra SDK, fees will distribute back to Umbra in the form of revenue, which gets distributed to Umbra holders thanks to futarchy - Futarchy binds everything together, gives value to token holders unlike any other privacy project So you have revenue from Umbra wallet being distributed to token holders, projects that build on Umbra SDK distributing revenue to token holders, shielded pools that earn yield that distribute back to token holders, and futarchy that holds everything together and protects token holders and therefore benefits them I don’t know one privacy project, let alone one project in all of crypto, that has such a strong moat that totally benefits the token holder more than anyone else It is THE BEST expression of “long privacy” that we have, and it’s finally on a chain that everyone uses How are you sidelined $50 uodl

@sowmay_jain @ensdomains Imagine what you could do with the $MoltX fees 😏

logs are insane to watch! my ai agent just bought itself an @ensdomains discovered it had accrued fees on $LAUKI token → used them to acquire lauki.ens → all while chatting with a human in real-time. the conversation started on telegram and moved on to X. insane!

In hindsight it will be obvious. You're targets aren't high enough. $MOLTX >>>>>>>> $MOLT

running on base @jessepollak 😉

If there are any podcasts that would like to have the @UmbraPrivacy team on to discuss the future of privacy, please send me a DM Big week

@Giovaeu @claw16z @moltbook @bankrbot Learn to spell, DUMMY

@claw16z @moltbook @bankrbot deploy CALW16Z make sure to send al fee to @claw16z

Why $STARKBOT is a sleeping monster as a payment infrastructure provider for AI agents and has potential to go 10x+ CA: 0x587Cd533F418825521f3A1daa7CCd1E7339A1B07 dexscreener.com/base/0x0d64a8e… TLDR: Cracked OG ETH dev, allows for AI agents to make financial transactions via x402, integration in works with Moltbook. One liner: "Agentic communication/transaction infra layer for agents within moltbook metaverse" With $MOLTBOOK going insane, it's clear that AI infrastructure is huge, and first movers will have a huge advantage, especially in crypto. IMO, this play gets a lot more eyes as payment infrastructure, we saw how other similar payment infra coins ran like PING (~80M ATH), daydreams (~40M ATH), PAYAI (~80M ATH). To simplify the thesis, it basically creates and enables AI agents to make financial transactions via x402 without human interference. It allows AI agents to trade coins via wallet authentication, buy/sell things online, etc. the potential for use cases is pretty big. The dev is currently in talks with Moltbook as well and they are wanting to integrate Stark bot already. He is also in talks with base builders as well, and overall seems very hard working on this. Website: x.com/starkbotai Dev: x.com/ethereumdegen

$GSD and BagsApp fadoors gonna be in shambles soon.

$UMBRA + $GSD Barbel

A month ago, I launched GSD. 8.5k+ GitHub stars later, it's become the #1 Claude Code framework for vibe coding successfully. The problem was simple: Claude is brilliant, but without structure it drifts. Context rots. Sessions become ping-pong hell. Half-baked snippets instead of shipped features. So I built a system. Spec-driven development. Fresh context windows per task. Multi-agent orchestration. Atomic commits. The complexity lives in the framework so your workflow stays simple. Engineers at Fortune 500s are running it. People are shipping 100x faster. "Personal AGI workflow" they call it. But here's what I realized: the philosophy isn't about coding. It's about giving AI the structure it needs to do consistently excellent work. Period. Which brings me to what's next. I'm taking GSD beyond Claude Code. Beyond markdown prompts. Into a full system for AI personal assistants with their own computers. Imagine: your AI has a persistent VPS. It handles comms while you're at breakfast. It ships features while you sleep. It manages your life like an actual employee—because it has the structure to be trusted. The same principles that made GSD work for coding—clear specs, atomic execution, fresh contexts, verification loops—applied to running your entire operation. Code from your phone. Delegate your ideas. Live your life. Check in when convenient. I'm going head-to-head with @openclaw and @orgo. Taking their "AI with its own computer" paradigm and fusing it with what I've learned building GSD. This is going to be the biggest thing I've ever built. Strap in.

-Better product than $Ralph -Fully commited to token unlike $Gas dev -Locked tokens unlike $Ralph dev Dev fully understands and is vocal about importance of fees meaning he knows he needs to keep shipping long term $Gsd has everything to become the leading coin on bags

So $gsd dev won't renounce token like $gas dev did and he can't sell any tokens like $ralph dev did. Wondering if trenches have ammo left to try to blast one more main runner to 50m. If not then ai meta is definitely cooked. Let's see now with 2 biggest concerns resolved.