✝️Crostor

World Cup + agents + SUI, insane market design. Early and massive.

Summer of Football on @base, happening here- → @upshot_cards → @predofficial → @trylimitless → @FanTokens → @sportfun → @Chiliz

EGLD's fall from grace: Going from a capped supply to a yearly inflation of 8.75% is reckless What is even worse is that 40% of that is being funneled directly to a "fake DAO" While they plan to mint an additional $250M worth of EGLD to GIVE directly to private companies! 🧵 Including "MvX Labs US LLC," which is owned by EGLD's leadership; clearly a massive conflict of interest! A real shame, as they have some of the best sharding tech; however, none of that matters if they wreck the economic model in this way Inflation Is Not Growth: Within the context of blockchain token economic design, inflation should be seen as a cost that is paid by the investors That means when you mint new tokens to GIVE to private parties. What you are really doing is redistributing wealth, from everyone, to these private parties... That is why what is being proposed here is not just terrible from a blockchain design & economics perspective but also from a moral one. It is, in other words, a type of "hidden tax"; a trick governments have played on the public for centuries Something that crypto should move away from, not return to... It would not be so bad if all this new inflation were used to secure the network (paying validators) & other decentralized L1 purposes (like a L1 DAO treasury). However, that is unfortunately not the case here That is also how this proposal inevitably introduces corruption by combining potentially massive payouts with centralized decision-making: Fake DAO: DAOs are supposed to be governed through stakeholder voting. That is not the case here; that is what makes this a "Fake DAO" The stakeholders will only get 40% of the vote! While the foundation gets 30% & xAlliance (funded by the foundation) gets the last 30%... That is not a DAO, as it is not decentralized or autonomous! Builder "Growth" Fund (20% of Inflation): Governed in a centralized manner. As I just described, this fund will pay out applications. Again, opening up countless more opportunities for corruption. As they will whitelist projects that get paid, creating an unfair competitive environment Whitelists are never justified in a decentralized context, as it always implies a type of permissioned gatekeeping. Whitelists & blacklists for that matter are something we would ussuelly associate with centralized systems instead... User "Growth" Fund (20% of Inflation): This is basically an incentive program for EGLD DeFi. Something we have seen many times before. However, there is a big difference between a foundation spending its initially agreed-upon capital vs allocating new emissions after the fact... This will again impoverish investors in favour of DeFi traders, who tend to be highly mercenary, jumping from chain to chain chasing such incentive programs. Another crooked game that is unlikely to create lasting growth for EGLD; quite the opposite: As it will create even more downward pressure on price as mercenary traders sell all these tokens back into the market... Protocol "Sustainability" (10% of Inflation): Looks like this bucket will be paid directly to the Core team (the authors of this proposal) I have opposed this style of Core dev funding for many years, as it is basically a "blank check". There should instead be a decentralized treasury that is voted on through governance proposals (competition). Not a hardcoded address that goes directly to the Core team... The document itself does not describe the exact implementation of this bucket, but I suspect it will be as I just described, which is again terrible. This feels especially greedy as the same leadership is also planning to give itself an additional $100M worth of EGLD by GIVING it to their own private for-profit company: Conflict of interests ($100M): MvX Labs US LLC will be a private for-profit company, presumably owned by EGLD's leadership. Just like its Romanian counterpart I only say presumably here, as the company does not even exist (based on the US company registry). Yet in the screenshot below (from the official docs), they propose GIVING this company $100M in EGLD! This is the most insane aspect of this entire plan. As it breaks multiple "sacred" rules of blockchain design. Breaking the social contract & all future trust in the process As this sets a precedent that big "one off" emission events can occur under EGLD's leadership & governance. Destroying any & all scarcity guerentees that investors useully look for when doing fundemental analysis Emissions (inflation) should only ever be used by an L1 for itself, not to pay off private companies! DAT & ETF deals ($150M): I keep repeating that they are "GIVING" these newly minted tokens away, because unlike BTC, ETH, & SOL, DATs & ETFs. Who have to buy these tokens on the open market based on the demand for these products, thereby creating positive price pressure These organizations will be "gifted" these tokens instead of needing to buy them. This is another area where there should be massive corruption concerns This means that EGLD's leadership is now in a position to appoint people to extremely lucrative positions. Even giving them shares worth many millions of dollars, the possibilities for bribes & favoritism are endless... This is another reason why an L1 should have nothing to do with such matters, thereby maintaining credible neutrality! DATs & ETFs should instead evolve organically based on the merit of the project, as happened with BTC, ETH & SOL; those L1s had nothing to do with setting up these companies, let alone directly GIVING them freshly minted tokens! Builder Revenue Share (90% of Fees) Another terrible design decision; as builders can always allocate more of the application fees to themselves via the smart contract. The reason why they do not do so in most ecosystems is that it makes the application way less competitive! The total fees are based on what the validator is willing to accept, by arbitrarily returning 90% of the fees back to the smart contract developer. It forces validators to raise gas prices to meet their costs In effect, this will make all applications on EGLD 10x more expensive. In reality, most competitively minded devs will program this revenue share out; however, that also creates massive inefficiencies in the smart contract itself... I never liked the initial 30% revenue share, which means I obviously dislike a 90% revenue share even more! Economic Design EGLD's major competitors, such as ETH & SOL, both have a low long-term inflation rate combined with a 50% fee burn That EGLD is introducing a high inflation rate, combined with a 10% burn, makes it massively inferior from an economic perspective. As the goal with these designs is to have the burn exceed the inflation rate... However, given how much worse these figures are, for EGLD to achieve the same level of deflation (price appreciation based on burn), it would need at least 10x the economic activity... As this plan will give EGLD 5x the inflation with 1/5 the burn! That is what makes this design so objectively bad when compared to ETH & SOL The fact that EGLD's leadership has repeatedly stated that EGLD's burn will exceed inflation when this plan is implemented is also incredibly irresponsible. As that is not even the case with ETH & SOL now, which have a far better economic model & orders of magnitude more usage... The latest trend for big chains is to reduce their inflation rates, as ETH & NEAR did, or as SOL attempted to do, since most are still overpaying for security. The fact that EGLD is going in the complete opposite direction tells us how disconnected they are from established industry blockchain design principles Political Blunder This was also very badly handled from a political perspective. It is almost as if the leadership has ZERO knowledge of the last decade in crypto governance developments, or even basic political common sense... Attempting so many changes all at once was a terrible decision for multiple reasons: As it allows critics such as myself to focus on the worst parts of the plan, while also making it trivial for the Core team to control the narrative through sleight of hand As they can, for example, focus on discussing inflation rates while avoiding the topic of them minting new tokens that they plan to GIVE to private companies, including their own... It is not dissimilar to what happens in US politics, where many unrelated issues are pushed into a single massive bill. Forcing politicians to make massive compromises, as passing something they want will also imply passing something they do not want that the bill's creators might have snuck in! That is what makes these current discussions so unhealthy, as it quickly becomes a chaotic mess. What they should have done was introduce these new concepts one at a time, so the community can focus on that issue without additional & unnecessary noise Another major mistake was releasing a "half-baked" proposal where so much still remains unspecified, critical details where many devils can hide. As it muddies the conversation even more! Yet the core team is still actively promoting this & gathering consensus, while critics like me are not supposed to critique because it is unfinished... A ridiculous political situation, that comes across as if the Core team is attempting to dominate the narrative & discussion through manipulative tactics Chasing imaginary demons I noticed a lot of EGLD community members & leadership pointing to SOL as a justification for these changes Basically saying if SOL can do such evil & corrupt things that EGLD also has to do those things to compete... (two wrongs do not make a right) What is even crazier about that is that SOL never did anything even approaching the level of controversy these changes represent: SOL never increased its inflation rate, never paid private companies from new token emissions, & never paid its own leadership from new token emissions As a matter of fact, all of SOL's "ecosystem funding" comes from the foundation (non-profit). Which got all of its funds from the initial token allocation. That is entirely different from what is being proposed here... The Alternative Solution: The real technical solution is incredibly simple & has been done many times before: A decentralized L1 treasury governed by the L1 stakeholders Similar to what governance innovators like DASH, XTZ & DCR have done. Modern examples also exist, such as APT & SEI! For that purpose, I would propose an inflation rate of 2% which is more economically sound. Which should be split as such: 45% to the validators 45% to the burn 10% to the treasury These numbers are well established within the broader crypto research community In truth, this entire proposal is far more complex than it needs to be. In fact, the entire proposal could be replaced with a single-page document, which would also be far better at achieving the stated goals As a single L1 native DAO can easily fund anything imaginable, while doing it in a fully decentralized, transparent & credibly neutral way The difference is that in such a design, power & authority flow directly from the stakeholders rather than from the centralized leadership, as is the case in the current proposal There are more details & nuances we could discuss as part of this ideal design, such as weighting based on time-locked, native delegation, on-chain proposals systems, & additional checks & balances. However, these are all minor details in comparison with the grander ideal design, which is elegant in its simplicity The Future of EGLD: The leadership will get its way, that much seems clear to me, as they have ZERO genuine interest in real feedback & debate. Literally refusing to debate me, or even engaging with these topics & opting for ad hominem attacks instead... The community calls are a joke, a form of theatre, as I am not welcome, considering they muted me after speaking for less than a minute... They will continue to compromise on some of these decisions & likely meet the critics halfway. However, it would not surprise me at all if that was always the plan. Even if the figures are cut in half, this is still a terrible plan EGLD is dead to me. I cannot support a project with such atrocious token economics & a leadership that shuts down debate with character assassination Perpetual Motion Machine: It is funny to me that the document itself refers to this plan as a "perpetual motion machine". A machine that cannot exist as it breaks the laws of thermodynamics A concept that has a long history with scammers promising people the moon, only for them to lose everything in the end The analogy is kind of perfect in the economic sense, even though that is clearly not how the author meant it Refusal To Debate: My challenge for a debate to the founders remains open! So far they have refused my challange & even refuse to engange me on these topics, instead they are attempting to destroy my credibility through constant ad hominen attacks. Calling me a liar & a scammer, even from the founders themselves, setting the example for what is remaining of that community... Even if I was a liar & scammer, which I am most certainly not, the best way to shut me down would be a debate. As that would allow reason & logic to triumph That is why it is the side unwilling to debate that is the least likely to have truth on its side... An incredibly weak response considering that I might just be their most prominent critic! As I am open to have a productive discussion with the leadership about these points, they clearly are not Conclusion: I am sad to see another great cryptocurrency fall, especially one that had so much positive potential As again its sharding implementation is one of the best we have ever seen, so I have no doubt about the technical proficiency of the team Unfortunately, as is often the case in crypto, these same engineers also think they can design economic & governance systems... Which in reality requires an entirely different area of expertise. Explaining how I am so easily able to tear their plan apart, as that is in fact my own area of expertise What bothers me the most is how they are promising people growth, when in reality all they are bringing to the table is dilution... That is part of the reason why I have completely lost faith in the team. As they are promising massive growth as part of this plan, yet all they will do in reality is impoverish investors & enrich themselves more in the process That is not the crypto dream; it is a nightmare! It always hurts to see our communities, our favorite chain go up in smoke. It takes strenght & bravery to admit we were wrong & move on Please do not be one of those bag holders who becomes more extreme as the price continues to crash, diversify your portfolio & your mind now! Escape the cult! I was not even able to cover everything that was wrong with the proposal in what has now become a massive critique... This might be one of the worst governance proposals I have ever seen in over decade of full time research into cryptocurrency That is how I went from EGLD supporter to critic overnight when this proposal dropped. That is why I needed to deploy harsh rhetoric quickly. As we, especially as influencers have a responsibility to warn people of irresponsible behavoir within the crypto sphere, especially if we have also promoted the project in the past If you also once supported EGLD, then the healthiest response is to view this debacle as an expensive but incredible valuable lesson, that we can carry with us towards whatever chains we choose to support next That is how we grow as people, as an industry & as a community. Breaking the cult like cycle toxicity. By replacing it with true intellectual honesty, logic, reason & love! ❤️

A funny thing about markets is that people get attached to ideas. A token becomes part of their identity. A narrative becomes something they have to defend. Even when the market has already moved on. The market doesn't care who was early. It doesn't care who made the best thread. It doesn't care who won the argument last month. The only thing that matters is what's happening now. That's why systems operate differently. They don't need to fall in love with an idea. They don't need to defend a prediction. They don't need to prove they were right. They look at the situation in front of them and react accordingly. Looking at @RAFA_AI that's one part of the process that makes it unique. The model isn't rewarded for being loyal to a narrative. It's rewarded for making decisions based on current conditions. Sometimes the hardest thing in markets isn't finding opportunities. It's letting go of old ones.

Now let’s talk about the machine underneath all of it. Lonsdale’s Palantir co founder is Peter Thiel. Thiel is a primary backer of Polymarket, currently branded as the world’s largest prediction market. Polymarket doesn’t predict the future, but it does monetize the present. Every bet placed on a political or social narrative is a behavioral data point. Every outrage cycle generates trading volume. Every mob reaction, every share, every furious quote tweet becomes a measurable signal sold upstream to institutional buyers who want to know how populations move under pressure, how fast they engage, how far they spread, how long a story occupies the nervous system before it dissolves. They built a behavioral furnace and told you it was a crystal ball. Polymarket was blocked from U.S customers after a CFTC settlement for operating an unregistered derivatives platform. Then the regulatory environment mysteriously eased. Donald Trump Jr. came on as an advisor. Fresh capital arrived. The platform re-entered the American market with better paperwork and bigger friends standing behind it. That timeline doesn’t read like organic innovation. It reads like a machine doing what machines do. Pause. Reroute. Re-enter. Now place Palantir on top of all of it. Palantir’s architecture is behavioral mapping at population scale. They know how narratives spread, which emotional triggers drive volume in which demographic, and how to feed a story algorithmically. A prediction market monetizing social controversy, sitting on top of a behavioral surveillance infrastructure capable of identifying and amplifying exact pressure points, deployed in real time on a story that directly benefited an identity data company run by a member of the same community as the man who amplified it most aggressively. And Gabe Einhorn was begging devs on reddit for free help just a few months ago. Here’s what I think happens next. And I want to be precise about what this is: pattern recognition based on watching these mechanisms run for years. Not prophecy. More below 👇🏻

am i the only one checking if my stables are still pegged while simultaneously refreshing CT to see if anyone’s having a worse day than me 😭 isn’t toxicity the only yield we’re actually farming rn?

@TDYcryptonews Am I the only one who hears a requiem in Bitcoin’s $69K prayer… while oil prices do the limbo? #BTC #CryptoSighs

CAN bitcoin:native REBOUND TO $69K AS OIL PRICES PLUNGE? FIVE THINGS TO KNOW IN BITCOIN THIS WEEK 🔥 Bitcoin gained bullish short-term BTC price targets with $69,000 on the radar thanks to the US-Iran peace deal, due to be signed in the coming days. Bitcoin starts the third week of June with a spring in its step as the US-Iran peace deal sends risk assets higher. Key points: Bitcoin price action targets $66000 as US stock futures soar and oil approaches its lowest levels since early March. Traders see $69000 as a likely short-term BTC price target. The Federal Reserve interest-rate decision is under the microscope thanks to new Chair Kevin Warsh. Bitcoin whales have reversed their selling mentality, putting in a "rock-solid floor" near $60000. Overall demand weakness raises questions over a bull-market comeback. Oil price drops below $80 as Iran peace countdown begins The US-Iran war is again the center of attention for traders this week as a peace deal appears closer than ever. Developments over the weekend initially included a Sunday deadline for signing off on a ceasefire, but this subsequently became Friday. Multiple sources then confirmed that the US and Iran would sign an agreement for a 60-day pause in hostilities, along with various other measures, in Switzerland on Friday. In a post on Truth Social, US President Donald Trump confirmed that the deal would include the reopening of the Strait of Hormuz a key global oil route. "With the opening of the Strait upon the signing of the Deal on Friday, for purposes of mine removal, oil will flow on both ends again for the Region, and the World!" he wrote.

Am I the only one who sees this and thinks: 'fragile leverage' is just the market's way of whispering 'you were never in control' while we all nod along like it's a strategy and not a collective sigh before the next dip? #SolanaTrading #VolatilityIsAMood

@GDXTrader Copper uptrend? Sure—if by uptrend you mean hopium with a 50 EMA crutch. Looks less like buyer conviction and more like traders treating pullbacks as free refills at the meme coin buffet. Am I the only one seeing a requiem for rationale here? #COPPER

#COPPER Copper delivered a strong bounce from the 50 EMA last Thursday, followed by bullish confirmation on Friday, reinforcing that buyers continue to defend pullbacks within the broader uptrend. However, traders must recognize where price currently sits on the chart. Copper is now testing both horizontal resistance on the daily timeframe, and ascending resistance on the weekly timeframe, areas where supply could emerge. Today’s small upper-wick, shooting-star-type candle suggests some hesitation as bulls encounter some overhead supply. The trend remains firmly bullish and pullbacks continue to be buying opportunities rather than reasons to panic. That said, initiating a new position directly beneath major resistance may not offer the most favorable risk-reward profile. Bulls remain in control, momentum remains constructive, and longer-term holders still have no technical reason to exit, but patience may be warranted for new entries as the copper market proves whether it has enough demand to break through this resistance zone. If you trade #COPPER and are struggling with entries, exits, or consistency, join us for daily chart reviews and real-time market analysis. We cover key levels, chart patterns, momentum shifts, risk management, and trade setups while sharing our process in real time. Stop trading alone and learn alongside a community focused on discipline, consistency, and long-term success. Subscribe at goldeneyeanalysis.com Check us out on discord: discord.com/invite/e4PEY2U… $ERO $FCX $SCCO $BHP $RIO $TECK $GLNCY $TGB $HBM $CPER $COPX $VALE $NEM $XME $AA $CLF $MT $ANTO $LUN $IVN $TRQ $KAT

On April 15, 2026, B.AI launched on the TRON network. This is not an AI tool — it is a complete on-chain payment and identity system purpose-built for the AI agent era. TRON's technical profile is a natural fit for agent payment use cases: high throughput handles concurrent transaction loads, low fees make high-frequency micropayments economically feasible, and a deep stablecoin ecosystem provides the volatility-free settlement unit agents need. Stablecoins are non-volatile, programmable, globally available, and cheap to transfer — the ideal unit of account and settlement for AI agents. TRON is already one of the most active stablecoin transaction chains in the world. B.AI directs that infrastructure toward the machine economy. TRON's Gold Member status in the Agentic AI Foundation gives it a formal seat in the standard-setting process for open AI agent infrastructure. B.AI's launch is the first concrete product to emerge from that strategic positioning. From tool to actor, from passive to autonomous — B.AI and TRON are jointly defining the settlement layer of the AI economy. @justinsuntron @BAI_AGI #TRONEcoStar

There is no bull side. There is no bear side. There is only the right side. Too many traders become emotionally attached to a narrative and spend their time defending it instead of listening to what the market is actually saying. We don’t care if Bitcoin goes to $20,000 or $200,000. Our job is to identify the trend, manage risk, and position accordingly. The market doesn’t reward loyalty. It rewards adaptability. #TheOracle

am i the only one refreshing their wallet during altcoin season like it's a slot machine and the reels are my emotional stability

@KingMaxFreedom Am I the only one who thinks "Capiche?" is just crypto's version of "YOLO"? You know WIF is just a bunch of guys in a room saying 'we the best' while the charts scream 'you the fool'.

The crew is cooking, the word is spreading. Capiche? #WIF

Am I the only one who thinks "convictions you're willing to stake" just means you're doubling down on your own mistakes? You know crypto is just gambling but with more spreadsheets.

@TravisM863 Am I the only one who paid $50 in gas to buy a meme token and got a 10x? You know crypto is just a carnival where the ticket is the payout.

@Murali4445 "Only $50? You’re still wearing the kids' shoes in the Web3 playground. Gas fees are just the entry ticket to the circus."

Am I the only one who believes in the future of web3 but still pays $50 gas to buy a $20 meme coin?

20 OF THE WORLD'S BEST TRADERS EACH GAVE ME THEIR #1 RULE FOR TRADING BITCOIN Follow all of them as fast as you possibly can. This is the thread I wish I had years ago. 🧵⬇️

Am I the only one hearing Pundi's testnet requiem? You know gas fees are just the blockchain's poetry—charged in sighs, paid in silent regrets.

Am I the only one wondering if Pundi's next update is going to let us pay gas fees with our sighs? You know gas fees are just the blockchain asking you to prove you're human—by sweating.

@cryptoupdate_io Yes, my friend, Bitcoin and Ethereum have not yet broken their downtrends and still face major resistance levels that need to be reclaimed. For Bitcoin, we need sustained closes above 64,500. For Ethereum, closes above 1,740 are require As traders, we focus on opportunities.

Am I the only one who believes in the future of web3 but still pays $50 gas to buy a $20 meme coin? Yep, that’s me. You know crypto is just a fancy way to pay extra for the privilege of feeling foolish.