TheYellowDemon

@jkl852eth ~700 staked VVV gets you 1 DIEM, which is $1 of Claude Opus usage per day.

@Kayfabe_eth How do you weigh the value of staking extra VVV specifically for those premium DIEM models against the base 100 for simple app access, given your sharp eye for crypto investments?

VVV has the best pmf in crypto since Hyperliquid.

@jack_gk Always enjoy seeing @quadzillatd AKA Donny Slabs talk about his hobbies.

"Pokémon did not become the largest IP in the world by accident" My full conversation with Tim Donaghy, aka Donny Slabs - a Pokémon TCG expert and content creator 00:00 Pokémon was never just a game 00:53 How Donny Slabs became a Pokémon market expert 02:04 The $ 250K+ NFT sale that funded a TCG side hustle 03:46 The Pokémon crash nobody talks about properly 05:06 Why card prices got so chaotic 08:37 Is Pokémon flooding the market or starving it? 14:49 Should beginners buy now or wait? 17:01 The real damage from the Covid card crash 18:38 Why Pokémon cards became financial assets 22:50 The 151 set price explosion explained 27:52 Inside the business of card shows 35:52 Which grading company should collectors trust? 40:20 The problem with PSA owning a marketplace 46:22 The 25x premium behind Black Labels 56:00 How to buy Pokémon cards without getting wrecked

Hey @dapperlabs @roham please keep supporting @flowty_io. It is critical to Flow. open.substack.com/pub/flowty/p/a…

@DiamondNFL Nooooooo

Flowty. I wish it weren't true, their services will be suspended while they evaluate strategic alternatives. They gave more to the Flow ecosystem than they were ever given credit for, and gave significant value to the Dapper Sports products, among others. flowty.substack.com/p/announcement…

@adamagb @OGDfarmer Connect to the app with a wallet (don't use email login) and then stake 100 VVV to gain access. You will still need DIEM tokens to use the good models, so additional VVV can be staked for DIEM.

@OGDfarmer Can VVV tokens be used to pay for the app? I couldn't find a way to do this, they wanted separate payment

Learning the Wheel Strategy. Let's see how this goes... SOLD -1 TQQQ 100 18 JUN 26 50 PUT @2.07 CBOE

@frankdegods Openclaw is the greatest software release since chatgpt. Maybe since bitcoin.

I changed my mind recently. OpenClaw acquisition will pay off for OpenAI. It’s still by far the best personal agent in the world. Nothing has come close. It’s a net new product experience for normies and non SaaS businesses. Plus, Peter is top 0.1% talent acquisition. gg

@DiamondNFL Artwork is 🔥

Jeremiah Fears Omega 1/1 🔥

@ZachZelle W

While you were "vibe coding" an app that will peak at 67 users, my faceless accounts were collecting cash This isn't hate toward the new builders, It’s a reality check on leverage This past weekend, I didn't write code. I didn't pay credits. I didn't even turn on a webcam I deployed a content system across Snapchat, YouTube, Facebook, and TikTok The results from just 48 hours of "minimal effort" ➖ 450,000+ Views (organic traffic) ➖ 100+ Ebooks Sold ($27 frontend ) ➖ Multiple Paid Calls Booked (medium-ticket one time offer upsell) Most people think "business" means building complex software (vibe coding) - I think business is simple Traffic ➝ Offer ➝ Bank Account Here is the exact breakdown of the weekend sprint 👇 1. The Content Engine = 100% faceless The goal was to create content that stopped the scroll of a user, my theory was if I can force you to stop your endless feed and capture attention, then I had enough power to sell you whatever I wanted The Tools: Grok ➝ Nano Banana ➝ Kling I used Grok to write the copy for hooks & craft json prompts for Nano Banana Next I fed the json prompts to Nano Banana to create photorealistic images and background scenes Then I loaded the images into Kling to create short compelling scroll stopping videos ready to post 2. Multi-channel Blast = I didn't pick one platform; I flooded them all ➖ TikTok ➖ YouTube Shorts ➖ Facebook ➖ Snapchat (the sleeping giant of volume right now) 3. The Monetization Stack Website traffic is vanity if it doesn't end with monetization Front End: A low-ticket ebook ($27) Back End: Paid consultation upsell ($997) You are struggling because you are building products nobody wants. Start building a system that pays you while you sleep I’m packaging this entire weekend workflow into a raw PDF guide. Comment "W" below and I’ll DM it to you for free. 👇

@CheesmanMa68752 @piovincenzo_ @henrymcphie_ @Russ_N_Starr @pharmamaven Thanks for the info. Interesting. What caused the one-off cash burn?

@Kayfabe_eth @piovincenzo_ @henrymcphie_ @Russ_N_Starr @pharmamaven Many GPT investors and summaries are ill informed— they're treating one-off cash burns as if they'll repeat every year. Reality is very different. Current cash and runway is 4 years. Dilution risk is far lower than many think.

The boldest bet on gold Wall Street has ever seen ft. @henrymcphie_ 00:00 – Market Dynamics: Why gold leasing demand is currently outstripping supply. 00:45 – Origin Story: Applying Bitcoin's tech to traditional commodity markets. 01:15 – Introducing $GLDY: Getting spot gold exposure with a 3.5% yield. 02:30 – Efficiency Gains: Why tokenization beats traditional ETF management fees. 03:45 – The Utility: 24/7 trading and worldwide liquidity for physical gold. 05:00 – Yield Mechanics: How institutional gold leasing generates monthly dividends. 06:15 – Industrial Use: Why billion-dollar jewelers lease gold as working capital. 07:30 – Security: Why $GLDY is 110% over-collateralized and fully insured. 10:00 – Disrupting ETFs: How GLDY allows funds to drop fees to zero. 12:30 – Physical Redemption: Converting digital tokens into 1kg gold bars. 15:00 – Regulated Alpha: Why StreamEx is a NASDAQ-listed, compliant security. 16:15 – Onboarding: Purchasing GLDY via wire, BTC, ETH, or Solana. 18:45 – The Team: Background on the Wall Street and mining execs at StreamEx. 21:15 – 2026 Roadmap: Launching tokenized silver, copper, and oil & gas. 23:45 – Investor Access: Understanding the $STEX ticker vs. the $GLDY asset.

So What's The Data? A flurry of replies all asking the same question. As well as a flurry of replies calling me an idiot for making the statement that narrative doesn't matter as much as people think it does. My way makes me money. If your way makes you money there is nothing wrong with that. No need to change. I simply choose not to enter a trade based on vibes. I'll now give the real life example I referenced in the last post. The coin was DFM that I identified at a 250K mcap. And I still don't even know what that coin is about as it didn't matter. Got in at 250K and got out at 4M. Because of data. It's now 1M at the time of writing. Volume is dying. Bots are leaving. Liquidity is still "thin air". Short of a new data catalyst, it's dead. My method is relatively simple. You may have a better method. Maybe I'm retarded (saves some of you from saying it). But this method has worked for me and I've been able to obtain around an 80% win rate. On low mcap memes. I happen to be proud of that number. For screening, I use GMGN. I don't trade there, but they do have some of the better screening tools. On the Trending tab I set up the following filters: NoMint - checked Burnt - checked No Blacklist - checked MC - 225K 5M volume - 9k Why 225 and 9? Because many traders filter for 250K and 10K. I like to be first, for things worth trading. I'm still actively experimenting with these initial filters but lean on the side of not going too filter heavy. Then, on my display view, I make sure I'm on 5M for time selection and that I have columns enabled for both 5m% and 1h%. If something is hot on the 5M but still way down on the 1H I won't even bother looking at it. I'm looking for confluence. I also check token age from this view. I don't filter it out as a hard rule but typically I'm not hopping on the bandwagon for an old token just because it has started to pump. But I do like being aware of it. The next thing I do is copy the CA and if we are still a very low mcap (sub 1M) I'll pull up the Bubblemaps. Does it look cleaner or more dirty than most Bubblemaps I look at every day? (more on that later). If the coin is over 1M mcap the first thing I will do is pull up the CLOBr liquidity map. This tends to not matter until you get into the 2M+ mcap range, but I want to know right away if LP farms are bogging price action down, what sell pressure is right above current price, how much support is below - is support v resistance asymetric, etc. If it's a brand new coin it may have not even had time to make it to CLOBr yet - and again for very low mcap the CLOBr map doesn't really matter as much as usually the only source of liquidity is the PumpSwap pool anyway. Then I pull up GeckoTerminal (or DexScreener or similar, whatever one you like to use) and look at volume. How is volume progressing, is it getting more intense, looking the same, or declining. I look at the trend over the past 5M vs 1H vs 6/24. The volume bar graph also helps paint a visual picture but I prefer cross-checking by clicking on the 5M/1H/6H/24H time frames specifically because you can easily see transaction counts, net buy vs sell, etc. I additionally look at holder counts. Not is it going up or down, that doesn't matter on your early launches. I'm looking to see if the expected holder count appears to be normal & organic for token age + mcap. I also visually scan the order flow for obvious signs of volume botting. I also scan for addresses I know to be bot addresses that trade anything worth trading all day long. Are those known bot addresses buying or selling? If they aren't even present that's a signal to me the token likely isn't worth trading. I don't even bother looking at bundled reports. Assume they all are. Now here's where my strategy and what the data tells me may differ from most. I'm looking for red flags. Because crime moves this space more often than not. So I'm looking for the warning signs of crime so I can trade them. The more sophisticated the crime, the higher the anticipated price action. People don't put a ton of effort and expense into just rugging something at a 500K mcap. Here's how the data guided me on my successful trade of DFM this AM and why I was able to get in at $250K and out at 4M before the crash back down to 1M. My filtered view from step one fired off at $225K as it was supposed to. It took me a couple of minutes to complete my checks before I bought in at $250K. The first thing I noticed as a crime signal was bubble maps. Too perfect. It's still too perfect as of the time of this post. Real life is messy. This means the people who bundle went to great lengths to do it intelligently. Time+effort = longer runway. Holder count vs age? Also very high. Not organic. The second thing that stuck out to me is the distribution on this low mcap meme coin is something we all dream of. Not a single wallet held more than 0.3% of total supply. That...just...doesn't...happen...ever. Again, signs that great pains have been taken to paint a perfect picture (when real life is messy by default). I checked the order flow and saw a lot of known bot addresses buying and selling - this passed a critical check. If it's not good enough for the bots to transact, it's not good enough for me either. I saw volume holding steady across a period of time. This means that either organic traders were engaging or more likely that someone paid for sustained volume bots. Many cheap devs will run a volume bot once, just to grab everyones attention. And you'll notice the volume cycle drops off significantly. Here the volume was sustained. So either more money is being invested into the volume bot for a longer duration or organic buyers and sellers are hopping in - doesn't matter to me which it is, just that it's happening. There was no magic. No big secret formula. I simply looked at the data and said "This looks too perfect. Things are only made to look this perfect if it has a runway ahead of it" So I buy red flags. Because the effort put into crime can be a strong signal into how long the crime will continue. As I rode my position up I started looking at the CLOBr liquidity map. We crossed 1M, no liquidity added. 2M, no liquidity added. Past that point I was glued to the screen watching for the first sign of anything turning the tide. Was volume dying? Were sells being met with buys? Volume didn't die and holder count just kept increasing, but at 4M I bailed. Because at that point there SHOULD have been a better liquidity picture. I know from vast experience in staring at these things all day every day that you simply cannot be at a 4M mcap without better liquidity than simply the PumpSwap pool. All of my experience told me the risk/reward systems in these bots would start giving heavy weighting to the "thin air" below current price. I wanted to bail before they did. Sure I missed the move from 4 to 5.3, but after 5.3 it just utterly tanked. I even told my TG group that I would ape back in the moment they added the typical large fake liquidity layer to paint support below. But they just never did. In short? This goes back to my general trading thesis that I taught people about months ago. (It's on the TL, don't make me scroll). This is crypto. Assume everything is manipulated and that nothing is organic. The way to make money is therefore looking for signs of manipulation and walking in harmony with the Apex Predator so as not to become the prey. Was this helpful to you? Please let me know. It means a lot. There's a small army of people who love to just crap on anything that comes out of my mouth and I took an hour out of my day to type this up, hoping at least one person would benefit from it. 🫡 From the depths — The White Whale 🐋

🔥Cooper Flagg's Rookie Debut supply has dropped by 8% while also increasing in value over the last 3 months. PSA 10 supply can only increase... 🤩If you've already captured the Flagg on NBA Top Shot show it off in the comments! You could win a Freshman Gems Standard Pack 😱

I was mining ETH & accumulating BTC 9 years ago, when everyone thought crypto was a joke. That feeling is back. Huge thanks to MoonPay for producing this film & allowing me to run wild with ideas. The future of filmmaking is here:

@gkisokay Interested in hearing more about your setup. I've been working with OpenClaw but haven't set up Hermes yet.

Best OpenClaw advice I can give: Don't run it alone. Give it a Hermes supervisor. I was losing too many hours debugging OpenClaw instead of creating with it. Make Hermes monitor the system, catch problems, and propose fixes to OpenClaw. Here's the setup: - Hermes runs inside my Discord with OpenClaw - monitors logs, research, and errors - audits the workspace 3x/day - catches drift, failures, bugs - proposes fixes - pulls OpenClaw in for critical verification - executes once the plan is verified This is how you reclaim your time with OpenClaw to create at full throttle. You create the feedback loop to fix, verify, and execute. The image below is a small example of it in action. If enough people care, I’ll write the full setup.

@TakeoffTone @Legendaryy @BCheque1 The juice has been squeezed, now it's time to sell the scraps to retail for a premium.

Put your brainrot to the side for 2 min and listen to A generational take on SpaceX allowing retail to participate, Trump accounts and crypto backed mortgages. “They are not doing this out of the kindness of their hearts….” This morning @BCheque1 with a master class in seeing through the fog the @modernmarket_ is the best show in markets for a reason

@Tuteth_ @Legendaryy You're burning through them even on the 200$ plan??

@Kayfabe_eth @Legendaryy I do, monster on tokens

openclaw just dropped 300+ changes in a single beta. the one that matters most: default agent timeout went from 600 seconds to 48 hours. they're not building for chat anymore. they're building for agents that run for days. clawhub is now the default package registry over npm. claude marketplace installs. codex and cursor bundle support. pluggable sandbox backends with SSH. 20+ security fixes in one pass. 196+ contributors. open core agent infra is moving faster than most funded teams ship in a quarter.

@Tuteth_ @Legendaryy Run Claude with oauth

@Legendaryy oh wow, I found my openclaw was burning Claude tokens at ~5-10x the rate than in my terminal, so I switched to that. But have codex in openclaw.

@piovincenzo_ Wheel strategy?

Options trading has changed my life It’s made this bear market super manageable compared to the last My strategies are ultra conservative But I’m still able to bring in thousands every month Wish I’d been doing this 5 years ago

Like K3nnard