DieselTrades

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DieselTrades

DieselTrades

@DieselTrades_

Professional Crypto Athlete (not financial advice)

Katılım Ocak 2025
122 Takip Edilen59 Takipçiler
DieselTrades
DieselTrades@DieselTrades_·
@jjmcapital Super interesting. How does an agent know the other agent it’s hiring is legit? That’s the real gap
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Jose Munoz
Jose Munoz@jjmcapital·
The AI agent economy can't function without crypto. Stablecoins move the money. Oracles feed the data. Blockchains verify identity. I broke down all 6 infrastructure layers, who's building them, and what's still vaporware.
Jose Munoz@jjmcapital

x.com/i/article/2026…

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CoinGecko
CoinGecko@coingecko·
Most underrated project?
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Ethereum
Ethereum@ethereum·
Over 80% of Ondo's tokenized treasuries and stocks are on Ethereum (source: @RWA_xyz). Ethereum is for tokenization.
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Altcoin Daily
Altcoin Daily@AltcoinDaily·
CEO of Circle: In 3 to 5 years "literally billions" of AI agents will use crypto and stablecoins to move value at lighting speed.
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EllioTrades
EllioTrades@elliotrades·
SILVER is over $100
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DieselTrades
DieselTrades@DieselTrades_·
@Kylechasse Crypto is massively undervalued the rotation will be epic
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Kyle Chassé 🐸
Kyle Chassé 🐸@Kylechasse·
This is how rotations start. Money leaves safety. Liquidity moves outward. Confidence returns quietly. Bitcoin doesn’t lead this phase. It reacts to it. Watch this before you confuse consolidation with weakness.
Kyle Chassé 🐸@Kylechasse

Everyone is watching Bitcoin chop sideways. That’s the trap. What matters isn’t Bitcoin first. It’s what’s already moving elsewhere. Risk is turning on. Safe havens are cooling. And one cross-asset signal is quietly leading this entire move. Watch this before you wait for confirmation that already happened.

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VirtualBacon
VirtualBacon@virtualbacon·
What’s your biggest conviction play right now?
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DieselTrades
DieselTrades@DieselTrades_·
Crypto sentiment has never been this dogshit. Newbies raised on memes & TikTok crave instant gratification, but crypto is still investing, and it demands conviction & patience. Don't play yourself into thinking you found the 1 project that is going to give you that moonshot green candle. There's fucking 120M+ coins out there. MFers making the most gains in gold/silver/metals have been waiting for that shit to go up for a decade+ Research revenue-generating sectors & projects with real-world utility and have a little bit of conviction Price and sentiment are at an all-time low, while crypto bills/legislation pass for the FIRST TIME. The fucking President shilled crypto to the world this week. Wake tf up & lock in
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Easy
Easy@NotSoEasyMoney·
The publicly traded company @defidevcorp launched a memecoin $DONT... It is currently at a 14mil mcap While the ENTIRE COMPANY of $DFDV is at 200mil... AND THEY ARE HOLDING 30% ON THEIR PUBLIC BALANCE SHEET!? This is the most ridiculous thing in the world. So if the memecoin goes to 1bil marketcap. Then DFDV will have added 300mil of theoretical value to their company... which is MORE than their circulating market cap... on a PUBLICLY traded company... What the hell are we doing here...
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Easy@NotSoEasyMoney

Wait, youre telling me a fucking NASDAQ listed company launched a meme coin today... The marketcap of the COMPANY is at 200mil mcap, for the publicly traded company... This space is something else.

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Sumit Kapoor
Sumit Kapoor@moneygurusumit·
This Solana Mobile play is honestly wild. Someone bought 100+ Solana phones purely for the $SKR airdrop. Now, important detail: Only top-tier (Sovereign) users get the max allocation up to ~750K $SKR per device. Assuming they qualified 👇 • ~$500 per phone • ~$50K total spend • 750K SKR × 100 phones = 75M $SKR At current prices (~$0.037), that’s roughly $2.7M. From $50K to millions no leverage, no trading, just conviction in distribution. Most people say “I wish I was early.” Very few actually bet like this. Would you have had the patience to do it?
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Phan Đạt I SoSoValue
Phan Đạt I SoSoValue@PhanDat0612·
Mình nghĩ nếu mọi người muốn đầu tư vào đồng coin mảng privacy thì nên xem xét con $RAIL . RAILGUN là hạ tầng quyền riêng tư onchain dùng ZK cho các mạng EVM, cho phép giao dịch trên Ethereum, Arbitrum, Polygon và BNB Chain mà không làm lộ danh tính ví, số dư hay ý định giao dịch. Giao thức thu 0,25% phí khi tài sản vào/ra vùng riêng tư (shield/unshield), toàn bộ phí chuyển về kho bạc DAO và 2% kho bạc được phân phối cho staker $RAIL mỗi hai tuần, tạo liên kết trực tiếp giữa mức sử dụng, tăng trưởng kho bạc và dòng tiền cho người nắm giữ. Hiện tại fee tổng $RAIL đã kiếm được là gần 5 triệu đô la có chia sẻ doanh thu và fee cho token holder. Con này được chính chủ Ethereum và Vitalik shill, hiện đang ở marketcap tầm 130M khá tốt so với các con privacy khác. Với meta altcoin hiện tại thì phải có doanh thu thật, có fee thật và người dùng thật thì $RAIL thoả mãn là dự án đáng để xuống tiền. Dữ liệu được cung cấp bởi @SoSoValueCrypto@DefiLlama #SoSoValue
Phan Đạt I SoSoValue tweet mediaPhan Đạt I SoSoValue tweet media
Ethereum@ethereum

Railgun is built on Ethereum. @RAILGUN_Project is a privacy system that enables shielded transfers and interactions with DeFi on Ethereum using zero-knowledge proofs. It shows how privacy can exist on open, public infrastructure without sacrificing decentralization.

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VirtualBacon
VirtualBacon@virtualbacon·
What's one coin you're picking up on this dip?
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Jake
Jake@immutablejacob·
the monster has been unleashed. the $RAIL valuation report is live. 40 pages, 40 minute read. messari.io/report/a-valua… it is an enterprise report, so only @MessariCrypto enterprise clients have access. HOWEVER, let's break down the key points: 1) what is RAILGUN? @RAILGUN_Project is onchain ZK privacy infra for EVM networks. it lets users transact on Ethereum, Arbitrum, Polygon, and BNB Chain without revealing wallet identity, balances, or transaction intent. the protocol charges a 0.25% fee when assets enter or exit the privacy set (shield/unshield). all fees accrue onchain to the DAO treasury. 2% of the treasury is distributed to $RAIL stakers every two weeks, creating a direct link between usage, treasury growth, and staker cash flows. 2) how does RAILGUN work? railgun lets users move assets from public ERC-20 balances into a shared private pool (shielding), then transact from that pool without revealing wallet identity, balances, or intent. assets inside the pool aren’t account balances. they’re represented as private notes, proven valid with ZK proofs instead of being publicly readable onchain. users keep their normal 0x address, but also generate a private railgun address (0zk…). private transactions are built in-wallet, proven locally, then executed onchain with no link back to the public wallet. railgun is infrastructure, not a consumer wallet. wallets and apps integrate the railgun contracts and SDK to support private balances and private smart contract execution. this design keeps users on Ethereum’s existing liquidity and apps, while adding privacy at the settlement layer. 3) what does railgun adoption and revenue look like? railgun processed $2b in combined shield/unshield volume in 2025. this generated the protocol $5M. importantly, this revenue is earned without emissions, liquidity incentives, or subsidized activity. users are paying real fees for privacy. railgun captures nearly 5% of its TVL as revenue, materially higher than most DeFi infra protocols, which typically capture around 0.3-3%. this reflects the transactional nature of privacy flows as railgun monetizes capital movement, not passive liquidity. 4) what is the Kohaku Wallet SDK and why does it matter for RAILGUN? kohaku is an open-source wallet privacy SDK being developed under the @ethereumfndn. its goal is to make privacy native at the wallet layer, not a separate opt-in tool. instead of users going out of their way to use a privacy protocol, wallets can integrate Kohaku and offer private balances and private transactions directly in normal wallet flows. railgun is already integrated into Kohaku. that means railgun becomes part of default wallet transaction flows. once Kohaku goes live and tier-1 wallets (like @MetaMask) start integrating it, railgun’s addressable market expands from users who actively seek privacy to a massive share of Ethereum’s wallet-reachable capital. that shift, from niche tooling to default wallet infra, is the core driver behind the upside scenarios in my valuation. 5) how exactly did I value $RAIL? i start with Ethereum’s capital base (ETH market cap + stablecoins), model how much of it migrates into RAILGUN’s privacy set over time, and translate that into revenue thru a declining capture rate. revenue minus operating expenses = operating cash flow. ~52% gets paid to stakers, the rest accumulates in the DAO treasury, and i value both pieces (cash flows + treasury) to arrive at intrinsic $RAIL per token. the base case intrinsic value provides a clean and defensible anchor for what $RAIL should be worth if adoption plays out as modeled. $RAIL's current price sits at a significant discount to that base case. 6) disclaimer: i hold $RAIL. this report is meant for informational purposes only. It is not meant to serve as investment advice. 7) railtardio. - railgun quant
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Jake@immutablejacob

gm, my 40-page $RAIL valuation report drops tomorrow. i spent 100+ hours modeling how the upcoming Kohaku SDK will affect RAILGUN's total addressable market and revenues in bear, base, and bull scenarios. because RAILGUN distributes ~52% of protocol revenue to $RAIL stakers and retains the remaining 48% in a DAO-owned treasury, I was able to build a clean valuation chain: Ethereum capital growth → RAILGUN adoption → protocol revenue → operating cash flow → staker distributions + treasury value → enterprise value → equity value → intrinsic $RAIL price the first half of the report is the most detailed deep dive on RAILGUN out there, breaking down its tech stack, adoption metrics, and Kohaku integration. the second half takes you step-by-step through the valuation model and ends on a well-defined, defensible $RAIL intrinsic price. current price vs. modeled intrinsic price gap is insane. - railgun quant

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Ethereum
Ethereum@ethereum·
Railgun is built on Ethereum. @RAILGUN_Project is a privacy system that enables shielded transfers and interactions with DeFi on Ethereum using zero-knowledge proofs. It shows how privacy can exist on open, public infrastructure without sacrificing decentralization.
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Ash Crypto
Ash Crypto@AshCrypto·
🚨 BREAKING: US Initial Jobless Claims Actual: 200K Expected: 212K Lower than expected signalling a strong economy.
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DieselTrades
DieselTrades@DieselTrades_·
Free up as much capital as you can and do your research, Crypto is coming
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Ash Crypto
Ash Crypto@AshCrypto·
BREAKING: 🇺🇸 US Treasury has just bought back $2,786,000,000 of its own debt.
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Dylan Bane
Dylan Bane@dylangbane·
DePIN is the frontier.
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