Jakeey retweetledi
Looking at $ETH
Pretty similar structure to late 2022 imo
Wouldn’t be surprised to see a revisit of the Feb low to mark the bottom before continuation higher
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Jakeey
3K posts
Jakeey retweetledi
We give away our IDs and personal data way too easily online... One leak creates lifelong problems
This thread explains why verification is broken and how it can work better: 👇🧵
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Jakeey retweetledi
Only logical solution for this is having a Multisig
There are so many browser based targeted attacks on crypto wallets and extensions since last year
Sharing my setup:
I made 3 fresh wallets using MM, Rabby and a local offline wallet, then created a 2 of 3 multisig.
> Signer 1: MM on PC
> Signer 2: Rabby on phone
> Signer 3: local wallet stored offline
To move any funds, at least two of these have to sign.
So if my browser MM wallet gets exploited, the hacker still can’t move shit without the other 2 signers.
If my phone gets stolen, I still recover using the offline wallet.
This basically removes the single point of failure imo.
There are good multisig options across most chains btw.
- @safe pretty well known
- @multisig on Solana
- @vultisig good MPC multisig
I picked 2/3 because it’s the sweet spot for convenience. you can go higher if you want more safety.
Stay safe guys.
DEGEN NEWS@DegenerateNews
NEW: @zachxbt SAYS “A NUMBER OF TRUST WALLET USERS HAVE REPORTED THAT FUNDS WERE DRAINED FROM WALLET ADDRESSES WITHIN THE PAST COUPLE OF HOURS” SOURCE: t.me/investigations…
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Jakeey retweetledi
2025 was brutal for crypto. Worst performing asset class, constant shocks, 0 mercy.
After seeing how wrong expectations got this year, here are my top 10 predictions for 2026: 🧵👇
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Jakeey retweetledi
I’m not trying to force a bull case here..
but the more I dig into whats happening on chain and in macro the less this looks like a top to me
Just journaling what I’m seeing and what it could mean going into 2026: 🧵👇
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Jakeey retweetledi
Jakeey retweetledi
Well i always think this is quite crazy lol
Just saw DDR5 prices going nuts again and compute’s getting more expensive and competitive every damn day.
And most projects don’t even need datacenter-level power, yet anyway they pay for it.
Kinda “renting a mansion to live in one room” problem
➥ Tho there are emerging solutions like @Acurast
which are not trying to beat datacenter GPUs.
but focusing on lightweight, high-volume jobs that don’t need HBM monsters but still need trusted execution.
Phones come with TEEs, LPDDR5, decent CPUs, and sit idle most of the day.
It turns that wasted power into a decentralized “micro-compute cloud” that handles:
‣ Secure off-chain tasks and oracles.
‣ Small zk proofs and private computations.
‣ AI processing at the edge.
‣ Indexing and automation.
Stuff too light for Nvidia racks but too sensitive for AWS
And since every job runs inside the phone’s hardware TEE, you get trustless compute at a fraction of the cost.
Acurast@Acurast
While Meta is considering Google’s TPUs, developers can already run TPU-accelerated workloads at the edge through Acurast’s decentralized network of smartphones. No data centers needed. Live today. cnbc.com/2025/11/25/nvi…
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Jakeey retweetledi
Spent the weekend diving into decentralized compute.
Kinda mindblown.
So many “decentralized” projects run half their stack on AWS.
I get that running your own data center is expensive and overkill for most teams.
But from a privacy angle, it’s still a massive L
So what’s the future?
Turns out, a network of regular smartphones could handle a good chunk of this.
There are ~ 7B phones out there. If even 1% chipped in compute, that’s 70M devices lol.
Basically, newer phones have built-in TEEs which are secure hardware spots where computation happens totally isolated from everything else.
That makes phones weirdly perfect for:
- privacy compute
- secure verification
- verifiable tasks
And you don’t automatically get that from a typical data-center CPU.
Projects like @Acurast are building this exact network and have already onboarded over 150,000 devices.
They raised $11M from Gavin Wood, cofounder of Ethereum, and peaq folks too
Pretty bullish if they pull it off
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Jakeey retweetledi
Is the top really in ?
I compared this cycle to 2017 and 2021 and the signals are…. interesting to say the least. 🧵👇
( must read )
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Jakeey retweetledi
All I see on the TL right now is 2 camps yelling past each other.
Camp 1:
thinks the bottom is in and this is just a normal 25 percent correction that usually shows up before the next leg.
Camp 2:
Thinks it’s over and is leaning on the Wyckoff distribution, plus that $BTC close below the weekly 50 EMA for the first time since March 2023.
Curious where you stand and how you’re positioning here. I’ll share my plan in a bit.
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Jakeey retweetledi
Some thoughts on @edgeX_exchange A perp dex im farming actively these days..
I see it as a "dark horse” that deserves way more attention.
Interestingly, it
• survived 10/10 without a scratch
• eLP printed during the chaos
• pulled in $38M revenue in October alone
And it’s not like it survived because nobody was trading lol
if you look back at the data from 10/10, it was doing over $1.1B in OI and 5B volume ( insane imo )
Meanwhile, some top-tier perps and CEXs faced outages or had to trigger ADL during the same period
➥ What am I doing ?
Mostly pairing edgeX with my regular perp farming and delta-neutral trading strategies.
Most of you might be already farming this one, but if you’re new, feel free to use my link.
> pro.edgex.exchange/referral/AXEB
Open season ends in about 3 weeks, and they’ve announced their meme coin too
Should be interesting to see how that plays out.
So far, spreads are pretty good and liquidity too , btw, it’s an Amber Group incubated project, which itself is a top-tier MM.
Overall, I like what I’m seeing.
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Jakeey retweetledi
Jakeey retweetledi
When did you first hear about @Lighter_xyz ?
For me it was sometime around Feb 2024, when they were planning to integrate on Zksync
I remember talking about it with a friend and planning to put out a small guide for community, but it was still in waitlist so it just sat there.
Fast forward and it never left the chats.
Ended up using it in the closed beta instead.
Not the first alpha that lived and died inside my drafts lol.
I watched 1000s of projects from that era fade even with all the hype and tech so seeing this one survive hits different.
Props to @vnovakovski and the team. They kept shipping through everything.
A well earned win.
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Jakeey retweetledi
After tracking the macro + on-chain shifts this week, I’m low key scared to say this…
but bullish momentum actually looks more likely from here
A thread on why i think we might see a reversal from here: 🧵👇
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Jakeey retweetledi
Well this setup is actually quite crazy
@CantonNetwork is now top 1 chain by RWA Value , even ahead of Ethereum as per RWAxyz
it's basically a privacy-focused L1 built for institutional finance - connecting tokenized assets, collateral, and settlement systems.
the backing is wild.
Raised close to ~$397M across multiple rounds from Goldman Sachs, JP Morgan, Citi, Circle, and others
plus there was a $540M private placement led by Tharimmune (nasdaq listed) for Canton DAT
numbers are actually insane:
- powers $6T+ in tokenized assets across institutions
- handles $4T+ monthly repo volume
- 600+ validators securing the network
Also a pretty unique tokenomic model
Unlike most L1s that lock up 20–40% for teams and VCs, $CC has no presale, no premine, and no insider allocations.
It’s earned through participation, with a burn-and-mint system that ties supply directly to network activity.
the way i see it:
$ZEC is privacy for retail/users, $CC is privacy for institutions. lets banks move money privately but still stay compliant with all the regulatory bs
idk feels like one of those things that's flying under the radar rn but the infra play is obvious
worth watching imo
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Jakeey retweetledi
In all chaos, @Aptos actually had a pretty good week on-chain.
RWA is up 69% in the last 30 days. BlackRock’s BUIDL is about to flip USDT as the biggest RWA on Aptos too.
Stablecoin inflows even topped the charts for two straight days.
Weekly active addresses more than doubled, from 3.4M to 8.2M in a month.
And it’s getting faster as block times hit 65ms for the first time ever.
On the ecosystem and alpha side, remember I talked about Aptos’ upcoming perp @DecibelTrade?
They now have early access and an ambassador program live - you might wanna apply and position for that early
Overall, looking good for Aptos.
Aptos@Aptos
Another record-breaking week in the books for Aptos. Stablecoin inflows, block times, new users, new projects - the list goes on. Keep scrolling for more 👇
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Jakeey retweetledi
A great example of institutional $ETH in action
SharpLink is deploying $200M in ETH on Linea, powered by EigenCloud’s verifiable infrastructure
Same stack of ETH now:
▸ Generates yield (restaking)
▸ Secures AVSs and Verifiable AI systems (EigenCloud)
▸ Stays fully auditable (matters for public companies)
At the same time, this whole move just validated that @eigencloud’s verifiable infra is institutional-grade and production-ready
Actually a huge win for $EIGEN imo
EigenCloud@eigencloud
BIG News: @sharplink, a Nasdaq company, just deployed $200M in ETH to do something impossible 12 months ago, earn yield while powering Verifiable AI on EigenCloud. Built with @Consensys + @LineaBuild, restaked with @ether_fi and safeguarded by @Anchorage Digital Bank’s institutional-grade custody.” This marks the first institutional-scale deployment combining enhanced DeFi yield with exposure to emerging AI workloads secured by Ethereum.
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Jakeey retweetledi
If you connect the dots, @GoKiteAI is your no-brainer play imo
Study the timeline for a sec:
▸ Coinbase creates x402
▸ Runs an on-chain x402 meta on Base
▸ Coinbase VC invests in Kite AI
For those who don't know,
Kite achieved native integration of x402 agent payment standard since its design inception - way back in July
On top of that it is the only Payment Infra where PayPal Ventures has invested in
So you've got a sweet confluence of the x402 architect and a payment giant backing a single crypto-native infra
That brings their total raise to $33M
What's my play here?
Max interacting with all the ongoing campaigns - content OAT, Layer3 quests.
imo Kite AI is easily positioned to be the market leader in Agentic Payment infra atp
KITE AI@GoKiteAI
We're thrilled to announce a new investment from Coinbase Ventures @cbventures. This funding extends our recent Series A round led by @PayPal Ventures and @GeneralCatalyst, and will accelerate development of our infrastructure for autonomous AI agent payments and adoption of the x402 protocol. Kite @GoKiteAI is now natively integrated with the x402 Agent Payment Standard, positioning ourselves as a primary execution and settlement layer for the protocol. As one of the first L1s to fully implement x402-compatible payment primitives, Kite allows AI agents to seamlessly send, receive, and reconcile payments through standardized intent mandates, unlocking the full potential of the agentic economy. Coinbase Ventures' investment will support Kite’s continued product and infrastructure development across three converging market shifts shaping the autonomous economy: ✅The Need for a Programmable Trust Layer ✅Scalable Blockchain with the x402 Protocol as the Native Payment Rail for AI ✅The Rise of Agentic Commerce as a Growth Engine The future of the agentic economy is here, and we're proud to have Coinbase Ventures supporting us on this groundbreaking journey. Read more: @KiteAI/kite-announces-investment-from-coinbase-ventures-to-advance-agentic-payments-with-the-x402-protocol-cd9e3639329f" target="_blank" rel="nofollow noopener">medium.com/@KiteAI/kite-a…
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Jakeey retweetledi
Crazy how @eigencloud accounts for ~10% of DeFi TVL
And that's just the restaking side.
What people are missing is they're quietly building the only bridge between on-chain security and off-chain compute with EigenCloud.
This isn't just about securing rollups or oracles anymore.
You’re restaking to secure compute networks, AI model inference, and data infra - basically the entire next layer of crypto infra.
$EIGEN also held up better than most alts during the recent bloodbath.
EigenCloud@eigencloud
The convergence of AI and crypto is happening faster than anyone imagined. Honored to be featured in the @a16zcrypto State of Crypto 2025 report, exploring how crypto can solve AI’s biggest challenges. The future of AI is verifiable. As @sreeramkannan said, verifiable agents need verifiable compute, inference, and data. that’s what we’re building at EigenCloud. Kudos to @DarenMatsuoka @rhackett @jeremyzhang01 @stephbzinn @eddylazzarin and the @a16zcrypto team for bringing this insightful report to life!
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