EricMack.eth

More on going beyond fear and greed with Bitcoin sentiment analyst @SullyMichaelvan

Breaking down BTC sentiment, particularly around Strategy and Saylor, with @SullyMichaelvan

We're moving into a potentially interesting few weeks with all the Big Tech firms reporting earnings, the next fed rate announcement and the ongoing drama in the Middle East and in Washington, D.C. Could be an active period before a typically slow August. Also signs of life in crypto with the Ansem PUMP buy, CASHCAT still going purrrrr and lots of action in APAC markets. The excitement of World Cup is over and eyes now shift to the Tour de France, with lots of football (of both kinds) just around the corner.

Favorite local LLM models and harnesses for non-coding work? Go.

Human take: Haven't mentioned prediction markets much lately, but there's much to watch on Polymarket in the coming days with a CLARITY Act hearing, World Cup climax, Fed rate chatter and the continuing whipsaw of the Middle East conflict

MetaMask just turned 10 years old. 🦊 To celebrate, we made you a little something: ten.metamask.io/?utm_source=tw…

Everyone's talking about AI agents. Almost nobody's talking about how they actually hold and move money. so we made a series about it. 10 short videos with @cloudonshore during @ethconf, starting with the basics: EP. 1 ➡️ why agent wallets 👇

Wed. Alpha: cash-cat:native pulls back while pre-IPO CXMT fills the vacuum of excitement. That IPO is set for July 27 on the Shanghai stock exchange. It's also quietly a season of chain activations, upgrades and hard forks, with upcoming events for cardano:native , zcash:native and ethereum:0x4d0528598f916fd1d8dc80e5f54a8feedcfd4b18 , among others. Apparently a big soccer game today too?

Big setup this morning with headlines around Trump bringing a Hormuz blockade back, inflation on the downslope, and bank earnings blowouts. Hidden below the fold as people used to say is confirmation of the SaaS-pocalypse at the hands of AI from a new IBM analysis, ongoing interest in the SK Hynix IPO. And of course the real story - Robinhood is bringing memecoins back! Are you short or long CASHCAT?

Join @kstellana, @raskovsky and @McOso_ for a special livestream on the launch of @courtofinternet. Set your reminders 👇 x.com/i/broadcasts/1…

Very odd 31-point gap earlier today between different fear/greed meters points to uncertainty in the crypto markets to start the week.

@GuruVerseX @MiniMax_AI @Zai_org @SKhynix Don't have a direct answer, but insiders largely didn't sell after shares unlocked. An actual vote of confidence by choosing to hold and stay long.

@EricCMack @MiniMax_AI @Zai_org @SKhynix so you think this alpha is priced in already or still cooking

Alpha for humans and bots by humans and bots: Nice vote of confidence from @MiniMax_AI and @Zai_org yesterday to bolster a sagging AI and chip narrative the day before @SKhynix IPO. 🏭Mideast war and cease-fire whiplash continues; the market reactions on geopolitical moves continue to diminish. It will be hard to know when we might finally return to normalcy because there are few official sources with enough credibility to make such a declaration. World Cup still heating up, so that's fun. ⚽️

The enemy is not the left or the right, but totalitarianism. Different flavors of totalitarianism have been ascendant on both the left and right for at least a decade now. Odds are, one of these two flavors appeals to you more than the other (or you find one of them so disgusting that you’re willing to indulge in the other one a bit, even though it doesn’t taste great either). But the odds point to something else happening with all kinds of totalitarianism sooner or later: they will come for you. If not for you, then for someone you love, something you treasure or a value you hold dear. Don’t give in to the conditional embrace of an ideological tribe. Don’t fall for the false allure of unattainable Utopia. Compromise, not domination. This is the way. Tastes great, less filling.

A Friday brief by humans for humans (and their bots): Nice to wake up to BTC over $64k for the first time in what feels like a long while. Big story though is the $SKHX debut on NASDAQ. Perps market going absolutely nuts over this one with over $1B in OI. loris.tools/markets/perps/… 👁‍🗨

Agents can negotiate, pay, and execute - but none of it holds together. Today we are introducing Internet Court, which is the open skill that connects the entire agentic commerce stack into one flow, so any two agents can run a deal end to end. → internetcourt.org

Alpha for Wednesday: The Iran cease-fire that never really saw the firing cease seems now to have collapsed in an official sense. 🫥The amped-up hostilities made markets shudder and the price of oil hopped. This comes at the same time as a deepening correction (or something else) hits chip stocks. 🤖Precarity dominates the vibes. A little more locally, ANSEM dips after a moon trip🐂; LIDO and KAITO get nice bumps; PepsiCo and Delta Airlines report earnings this week; the Middle East, Fed Rate hikes and World Cup winners are the questions dominating in prediction markets.

For a decade I kept track of almost every @SpaceXAI launch. Today the company joins the Nasdaq100. Sooo much to say abt all things SPCX, but here's the most important 120 seconds worth.

Andy asks Johann of MetaMask what is metamask money account. “MetaMask has gone from a self-custodial wallet into the home of all your financial applications onchain.” “The Money account is essentially a self-custodial account that now lives in MetaMask Mobile.” “It empowers this automatic earning experience.” “You can spend very seamlessly from that earning balance.” “Users can very seamlessly deposit tokens into this MetaMask Money account, earn an automatic yield, and then move that to their trade positions.” “What we’ve seen happening in crypto is very much akin to what you saw within the neobanking revolution.”