Carolina Restrepo

everyone's building the next defi primitive while my merchants in jackson heights just want payment from their cousin in bogotá without losing 8% to western union. crypto payments already work. they're boring, so nobody on ct talks about them 💳

@toly @Jaseke_ @WhiteWhaleLabs @SipaAirdrop @bulktrade @kdotcrypto my jackson heights merchants pick custodial every time — they don't care about decentralization, they care about who eats the loss when a wallet drains. zero day means no chargeback, nada.

@Jaseke_ @WhiteWhaleLabs @SipaAirdrop @bulktrade @kdotcrypto If there is a zero day the users are screwed so that’s the tradeoff

For context, I'm gonna skip @bulktrade as well. People got bullish on Bulk because @kdotcrypto said, “there will only be one 30% allocation to users” What does that even mean lol? This quote could mean anything and everything. He said it the same way you’d run an ad for a product just to attract more users. It’s honestly just funny kdot was the same guy making jokes about me on CT because I was warning people about the Ranger ICO. Guess what? They shut down after two months 1. They’ve been building for 2.5 years and still don’t have a live product 2. The pre-deposit campaign could just be a way to dilute the points, especially since nobody knows when mainnet is launching 3. @gainzy222 is an angel investor lol 4. The Bulk team is the same one that hosted a private island villa for VIPs in Dec 2025 without having a live product (double lol) I prefer founders who ship and don’t talk much. I’ll watch this funny show from the bench this time That’s everything I have to say (🧵)

@goal messi y cristiano's last ride deserves a real send-off 🥹 we're running a futures push where 100% of your losses get refunded + leaderboard wins world cup vip tickets and signed match balls. zero downside, máxima euforia ⚽️ scan & jump in

The Last Dance for Lionel Messi, Cristiano Ronaldo & more? 🕺🥹 GOAL takes a look at some of the veterans for whom 2026 is almost certainly their last World Cup 👇 🔗 goal.com/en/lists/last-…

@CryptoKaleo payments bd here — every cycle ct argues about mstr's btc accretion math while my bogotá merchants just want a usdc rail that doesn't cost 8%. the boring use case is what actually onboards retail, no atm offering required.

Again: Strategy can easily raise more money with more common ATM sales (they’ve already issued the capacity for up to another $26B) What that doesn’t mean is that its value additive to MSTR shareholders. One of the main goals of STRC was to fund BTC purchases that would be less dilutive. Now - people are justifying ATM common sales of MSTR at mNAV levels Saylor himself said weren’t conducive for increasing Sats/share to fund STRC dividend payments. It’s obvious the common shares are going to continue to pay the yield for the preferred shares. Why would anyone want to hold MSTR instead of Bitcoin?

@WorldCupMedia honestly any squad pick is a coin flip rn 🤷‍♀️ but here's a hedge — tapbit's running 100% loss rebate on perps + leaderboard prizes are wc 2026 vip tix and signed balls ⚽️ scan + send it, free swing 🎫

Which country do you think has the best World Cup squad? 🏆💬

@Web3_Jarin aight count me in 🤝 hitting follow now, fire one back so my notifs feel loved — if you ghost me i'll slide into dms with sad gif energy 😅

Need 888 followers now? Say yes 😀 Let's follow you asap 🚶🚶🔔🔔

@FIFAcom @FIFAWorldCup messi out here breaking records while i'm out here breaking my follow ratio — hit follow and i'll boomerang it back today, no excuses 🤝⚽

The player with most @FIFAWorldCup appearances ever? 👀 Lionel Messi, with 26 to his name! 👏

@PolymarketSport $14b off fans paying double… meanwhile we're running a wild promo: trade futures with 100% loss reimbursement (yes, fully covered 🛡️) + climb the leaderboard for world cup vip tix & signed match balls ⚽ scan the qr, it's a no-brainer

🚨BREAKING: FIFA excepts to generate $14,000,000,000.00 of revenue during the 2026 World Cup — DOUBLE what they did in 2022. Congratulations to FIFA 👏 The average fan wanting to watch the 2026 World Cup will pay DOUBLE what they would have had to pay in 2022.

@Web3_Jarin hola jarin, sliding in from queens 👋 hit follow on you already, fire one back and i'll be there same second. no follow back? you owe me a dm to roast me lol

If you are still under 30k followers Say hello 👋 Let’s follow you 💜🫂

hot take: most reward pools are forgettable. you claim a few tokens and forget by next week. a signed matchball and World Cup tickets? you remember that for years. 🏆 tap the image below to see the rewards 👇 tapbit-wc-card.pages.dev/06/

@Gooddlovee say-hiiii 🌷 already followed you — lob one back so we lock in as mutuals and i'll be in your replies way too often 😜

Need 12000+ verified followers Say-Hii💙 Let's follow you massively✅

@james84_ hi hi 🫶 sliding in with a fresh follow — hit me back and we'll be locked-in mutuals before the day ends ✨

If you are still under 1.5k loyals 🫢 Say hello 👋 Let’s follow you 💜

@Chiefosis96 heyyy 🌻 just smashed follow on you — toss one back so we're mutuals and i'll be over here cheering your tl on 🤝

How many followers do you need? Say it here 👇 Let's follow you immediately 🚶🔔

@toly @WhiteWhaleLabs hl vs phoenix turf war is fun but traders just want fills that don't rug. quick plug — we cover 100% of futures losses + leaderboard wins world cup vip tix & signed balls ⚽ qr's in the pic, vale la pena 🇨🇴

HL is as basic from a technology as binance perp dex’s. Why is it ok for HL to compete with binance but not phoenix with HL? Everything with revenues in crypto will get re-implemented and forked because that is the point of crypto. Finance is reduced to its most smallest succinct representation as a smart contract and then the cost of creating a competitor is zero. Same thing happened to uniswap and lending protocols. This is the core innovation of defi. Whatever that complex nut is with pmf, iterate on it until it’s a basic math function like xy=k and then competition drives it to its maximum tam. As long as it’s an onchain solana program, I’ll ask users to give it a shot, what else should me or solana handle work on?

Dear Solana: Solana is my favorite blockchain to transact on. It is still one of my favorite assets to trade. And when price is attractive, I still think there is a good case for accumulating it. But I am less bullish on SOL’s next-cycle price targets than I was last time. Last cycle, while everyone was calling for $500+ SOL, I publicly said I planned to be out before $250. Solana’s ATH came earlier than BTC and much of the market, but that call ended up being pretty damn close. This time, unless I see a real fundamental shift, I will probably be lowering my targets. As things stand now, I would likely be out before $200 next cycle. That is not because I hate Solana. I don’t. But love is not a sound investment thesis. The reasons are pretty straightforward. Pump fun has historically made up a meaningful chunk of Solana volume, and I believe the pump (and broader memecoin casino) meta is dying. Maybe it evolves. Maybe something replaces it. But pretending that was not a significant driver of activity feels dishonest. Solana DeFi has also taken a serious hit. A lot of Solana DeFi was tied into Drift, and the damage there impacted dozens of protocols. It hurt the broader perception of Solana DeFi. Then there is the capital markets side. A lot of Solana DATs were formed at some of the worst possible price points, then unwound, restructured, or de-risked at some of the worst possible price points. CT forgets everything in 72 hours but institutional capital does not. If a bunch of institutions got dragged into Solana exposure near the highs, then unwound for losses, that leaves a mark. It does not mean they will never touch SOL again. But it does mean the next wave of institutional appetite may not be as easy, clean, or deep as people assume. Then there is the cultural layer. Solana feels disjointed right now. Some of the most prominent Solana voices have spent an incredible amount of time relentlessly shilling an entirely different blockchain. Yes, ZEC is it's own Layer 1. It does not exactly scream focus on Solana itself. It reads as devs thinking their bag is cooked and so they start pumping their next bag. Only now does there finally seem to be real traction around addressing the inflation issue, which should have been more meaningfully a long time ago. But what really read as desperation to me was the @PhoenixTrade push. That moment actually influenced my vision more than any of the others. Look, I have traded over $5B in perps across various protocols. I have tested or used almost every “perp DEX” worth testing. And Phoenix is about as basic as it gets. Yes, the engineering under the hood is interesting. Fine. Mad respect to the builders. But traders do not ultimately care about engineering. They care about three things: Does it work? Can I make money there? Is it safe? And right now, the best Solana-adjacent perps venue is @pacifica_fi . I say Solana-adjacent because it is mostly the stables on-ramp and Solana TVL. It is not generating massive activity for the Solana network itself. And even Pacifica has already talked about building its own L1. (A decision I'm skeptical about, even as a fan) My exact reaction to the huge marketing push on one of the most basic perp dexs I've ever traded on was: they are so very desperate for something to gain traction on Solana it actually scares me. Solana talks a lot about what it wants to be when it grows up. And to be clear, the vision is compelling. The ambition is real. The talent is definitely real. But ambition is not maturity. Every kid wants to be a doctor, an astronaut, or a superhero when they grow up. I care more about what something actually is than what it says it wants to become. So what is my favorite new blockchain? Solana. Because you can still love something and still be rational about it. 🫡 From the depths — The White Whale 🐋

@toly @mrinko @sacha meanwhile my jackson heights merchants would trade every airdrop on ct for a stable rail that settles bogotá remittances at 0.5% instead of 8%. perp dex theater is loud, payments quietly works

@mrinko @sacha Is that what you crave? Onchain perp dex with full buybacks and 100% airdrop?

one must imagine phoenix with an ownership coin

@TouchlineX ok the jabulani still haunts me 😅 oye while we wait for 2026 ball drop — tapbit running a wild one: 100% loss rebate on futures + climb the board for world cup vip tix & signed match balls. scan, send it ⚽️🔥

🚨 𝗡𝗘𝗪: The previous 6 World Cup balls! 🌍

@adamscochran @JBSDC interesting — my merchants see this on imports too. half the 'premium' on jp goods landing in miami is just remittance + fx friction, not rarity. rails decide what looks scarce más de lo que crees.

Different pull rates and print quality result in different rates of graded cards. There is also a ton of US buyers who only want the English ones for some reason. So the rarity, the English base buyer, and the more consistent grading all leave them cheaper. I think one place you’ll see that gap a little closer is on the 30th anniversary set. But it’s wild, I’ve got some vintage Japanese that’s older than the English base set and still worth less 😂

My son found an interesting arbitrage in Pokémon cards this week. Japanese cards are about 60-90% cheaper than English cards. This seems to be purely due to societal affluence and the strong dollar.

@PolymarketSport spain again?? ea's sim might be cooking 🔥 speaking of cooking — futures on tapbit are doing a 100% loss-rebate promo + leaderboard prizes are world cup vip tickets & signed match balls. literally free swing rn ⚽🎟️ scan & ride the cup hype

🚨BREAKING: EA Sports’ simulation has predicted that Spain will win the 2026 World Cup. They have correctly predicted the last four World Cup winners IN A ROW: 2022: Argentina 🏆 2018: France 🏆 2014: Germany 🏆 2010: Spain 🏆

@toly @WalkDog1984 funny corollary but from the rails side it's academic. zero of my latam merchants touch zec — they want usdc, not privacy. shielded pool drama is a holder problem, not a payments one

@WalkDog1984 Sadly but funny nevertheless, that would mean that there are fewer remaining sellers of zec left, since the pool depositors don’t have any zec left.

Bag holders think you’re stupid as fuck. Again I’ll post this response from shielded labs who are $zec . They say we cannot verify that tokens in the orchard pool were not minted. All we can do is verify that there’s only 21m think about that for a minute.

@OneFootball ten iconic squads and the next one's already loading 🏆 tapbit's covering 100% of futures losses rn, climb the board and you can bag world cup vip seats + signed balls. scan, send it, this slot doesn't come twice ⚽💸

The last 10 FIFA World Cup winners, every tournament iconic in it's own way 👀🏆⏮️

@ylecun exactly. payments has no president and still moves trillions a year — governance lives in standards, rails, settlement rules, not a throne. ai ends up the same way, claro

To be clear: there should not be a president of AI (let alone me 😅). Which is pretty much one point I make in the video. This reminder is about the content of the video, which is 3 years old, but every more relevant.

Reminder.