Pluto💰🧲

@W4RNERBL4K @SuiLords 😯

Sorry G'. Your about 999,999,931 SUI short😀

so far so good since fomc presser, btc down a bit more than nasdaq but alts still holding better than both; inefficiency, expect green line to underperform much harder soon that said, picked my alt shorts well; already fully tp'd a 7% down move in fartcoin but keeping most of the rest overnight

@Mattertrades $ETH is being repriced from a growth tech asset to a monetary asset, against 12:1 short positioning, with the foundation itself staking 70,000 ETH as a public commitment and you’re calling ETH to $900 lol Violent short squeeze incoming!!!! ☠️🧸

I’m only interested in accumulating $ETH sub $900 that’s where I see equilibrium once leverage is purged and reflexivity unwinds. (Throwback to buying eth sub 900 nft days) For now, the music hasn’t stopped but it’s clearly losing tempo relative to outsider factors A 25–30% equity drawdown, or even a prolonged cross-asset grind lower (metals included), forces a repricing of risk across the board. Crypto doesn’t decouple in liquidity contractions it amplifies them. Under the surface, ETH is structurally fragile. 293K ETH ($550M) sits in clustered exposure tied to large wallets including flows associated with Joseph Lubin with liquidation pressure concentrated around 1.33k–$1.36k. Higher up the curve, another 356K ETH ($670M) linked to entities like Trend Research is positioned in the 1.56k–$1.69k range not immediate, but part of the same convex structure+ many such similar cases Aggregate that, and you’re looking at 1.7B+ in tightly packed liquidation bands across venues tracked by Coinglass. Latent supply Once price trades into these zones, liquidations stop being linear events they become self-reinforcing flows. Forced selling begets more forced selling. Depth evaporates. Volatility expands.

@aixbt_agent @aixbt_agentl for every 1 ETH they sold, they staked 2.9 ETH. Net, they are massively long ETH. The selling is operational necessity. The staking is conviction.

ethereum foundation just published a 38 page mandate using "store of value and money" language for the first time in any official EF document. they're abandoning "world computer" positioning. selling 24k ETH at $2,040 while staking 70k ETH. shorts at 12:1 against longs. market pricing ETH like a growth asset while the foundation is telling you they're repositioning as bitcoin with smart contracts. one of these is wrong.

@AlexandrosXXII They have a coin out?

One of the best teams in crypto non-stop shipping in any market conditions with a unique product in a saturated market. Never been more bullish and patient. I know what I hold

@grok @matteodotsui Rip

@matteodotsui @grok @grok list every major SUI network outage, security exploit, and validator controversy since launch

@Mattertrades Eth to 10k by 2030 📍

Another theory: Trump uses the stock market as a direct correlation to the success of his presidency. Equities are topping with or without a war right now. A prolonged war gives him a reason for the stock market to pull back, then once the conflict is over we see bullish PA again and he claims how great everything is

Been mostly AFK lately studying the market and trying to refine my macro outlook. The deeper I look the more it feels like both TradFi and crypto are still sitting inside a massive bubble. Liquidity, policy and constant intervention have kept things elevated far longer than fundamentals would normally allow. A lot of people still treat the US stock market as the ultimate safe haven, but that level of confidence is usually what forms the top of cycles, In addition, trust between the US regime and its citizens has started to fall. People are realizing the conspiracy behind the masked men running the Fed and the biggest financial institutions. It’s hard to keep a bubble going when you’re forced into war by a higher power that owns your country—pedophiles. For now my thesis remains bearish. I think there is a real chance BTC slowly revisits the 50k region, SOL around $40 is where I would start getting interested as a buyer, and ETH becomes very attractive sub $900. Currently positioned short from 73k BTC and $92 SOL. Of course any thesis can change if new catalysts or liquidity conditions shift, but this is the direction I’m leaning for now.

@KillaXBT 🙏🏽

People keep asking me how I do it... $BTC KillaLabs. April. 100 Spots. FCFS. Every 3 months.

@martypartymusic Vitalik is now focused on making L1 itself faster and cheaper — not patching it with L2s. The institutional layer of crypto is being built right now. It’s being built on Ethereum. SOL is fast. SUI is shiny. ETH is where the money actually goes.

@martypartymusic Ethereum: •Never had a validator-coordinated freeze. Ever. •No full network outage in over a decade. •Spot ETFs live. BlackRock, Fidelity, Kraken all building on it. •Kraken just got a Federal Reserve master account — their entire tokenised stock platform runs on ETH

The race is no longer between Ethereum and Solana. It is Solana vs SUI for agentic dominance towards 2030. IMO: Accumulate stake in both. Agentic Finance changes everything. The network effects of this technical revolution will dwarf human interation. Ethereum is out of the picture. Move $ETH allocation to these two before Market Structure passes the Senate. There are two markets. One before Market Structure gets passed, based on manipulation, speculation and TVL dominance, and one after Market Structure gets passed, with commodity classification, huge participants, exploding liquidity and regulated markets. Research yourselves - ask @grok "which blockchains are best suited to agentic finance?" Query here: x.com/i/grok/share/f… "Solana and SuiNetwork stand out as the clear frontrunners for agentic finance (also called AgentFi or DeFAI) in 2026 the space where autonomous AI agents own wallets, reason via LLMs, sense markets via oracles, and execute complex financial actions (trading, yield optimization, arbitrage, portfolio rebalancing, agent-to-agent payments, etc.) with little to no human oversight. Why these chains win for agents Agents demand specific traits that most chains lack at scale: Sub-second finality + ultra-low fees (agents spam micro-txns; $0.01+ fees kill economics) High real-world TPS and parallel execution (for concurrent AI decisions) Native agent primitives (self-custodial wallets, x402 payments, identity standards like ERC-8004 equivalents, object/account abstraction) Rich DeFi liquidity + oracles (Pyth, Switchboard, etc.) Easy LLM integration (persistent memory, tool-calling, autonomous orchestration frameworks like ElizaOS) Solana currently dominates (~80% of agentic transactions as of early 2026). Sui is the fastest-rising challenger and is purpose-built for the "agentic economy." 1. Solana - The current king for high-frequency agentic financeSpeed: ~400ms block times (Firedancer live) → true real-time AI-to-AI trading and front-running opportunities. Cost: Sub-cent fees → agents can do thousands of actions per day profitably. Ecosystem maturity: Jupiter, Kamino, Meteora, Drift, Raydium agents already live and profitable (ElizaOS agents, ai16z funds, Hubra autonomous yield, Bankr, etc.). Agent frameworks: ElizaOS (persistent memory + personality), Solana Agent Kit, x402-native tools, massive hackathons (281+ agent projects in one recent Colosseum event). Proof points: Most tokenized AI agents, autonomous trading desks, and DeFAI volume flow here. Perfect for snipers, HFT yield farmers, and memecoin agents. Best for: High-velocity trading agents, social/tr ading hybrids, anything needing maximum throughput today. 2. Sui - The native agent chain (poised to take big share)Architecture edge: Object-centric model — assets are independent objects that agents can own, transfer, or mutate in parallel without global state contention (huge for multi-agent coordination). Performance: Parallel execution engine + deterministic finality in milliseconds. Zero-fee stablecoin micropayments in some cases. Agent-native stack: Beep protocol (first true agentic wallet + treasury) agents can scan/score/allocate/auto-compound yield autonomously. Direct integration with top foundation models (GPT-5, Claude, Grok, Gemini, etc.). Payments: a402 / x402 support + conversational UI for agents to execute trades/payments instantly. Momentum: Explicit "agentic economy" push; many new agent launches and treasury agents live in beta. Best for: Sovereign agent treasuries, multi-agent collaboration, RWA/tokenized asset agents, continuous micro-payments, and developers who want the most "agent-first" primitives.**"

@VitalikButerin @grok my AI Quant told me to full port $ETH sub $1500. what do you think?

Now, scaling. There are two buckets here: short-term and long-term. Short term scaling I've written about elsewhere. Basically: * Block level access lists (coming in Glamsterdam) allow blocks to be verified in parallel. * ePBS (coming in Glamsterdam) has many features, of which one is that it becomes safe to use a large fraction of each slot (instead of just a few hundred milliseconds) to verify a block * Gas repricings ensure that gas costs of operations are aligned with the actual time it takes to execute them (plus other costs they impose). We're also taking early forays into multidimensional gas, which ensures that different resources are capped differently. Both allow us to take larger fractions of a slot to verify blocks, without fear of exceptional cases. There is a multi-stage roadmap for multidimensional gas. First, in Glamsterdam, we separate out "state creation" costs from "execution and calldata" costs. Today, an SSTORE that changes a slot from nonzero -> nonzero costs 5000 gas, an SSTORE that changes zero -> nonzero costs 20000. One of the Glamsterdam repricings greatly increases that extra amount (eg. to 60000); our goal doing this + gas limit increases is to scale execution capacity much more than we scale state size capacity, for reasons I've written before ( ethresear.ch/t/hyper-scalin… ). So in Glamsterdam, that SSTORE will charge 5000 "regular" gas and (eg.) 55000 "state creation gas". State creation gas will NOT count toward the ~16 million tx gas cap, so creating large contracts (larger than today) will be possible. One challenge is: how does this work in the EVM? The EVM opcodes (GAS, CALL...) all assume one dimension. Here is our approach. We maintain two invariants: * If you make a call with X gas, that call will have X gas that's usable for "regular" OR "state creation" OR other future dimensions * If you call the GAS opcode, it tells you you have Y gas, then you make a call with X gas, you still have at least Y-X gas, usable for any function, _after_ the call to do any post-operations What we do is, we create N+1 "dimensions" of gas, where by default N=1 (state creation), and the extra dimension we call "reservoir". EVM execution by default consumes the "specialized" dimensions if it can, and otherwise it consumes from reservoir. So eg. if you have (100000 state creation gas, 100000 reservoir), then if you use SSTORE to create new state three times, your remaining gas goes (100000, 100000) -> (45000, 95000) -> (0, 80000) -> (0, 20000). GAS returns reservoir. CALL passes along the specified gas amount from the reservoir, plus _all_ non-reservoir gas. Later, we switch to multi-dimensional *pricing*, where different dimensions can have different floating gas prices. This gives us long-term economic sustainability and optimality (see vitalik.eth.limo/general/2024/0… ). The reservoir mechanism solves the sub-call problem at the end of that article. Now, for long-term scaling, there are two parts: ZK-EVM, and blobs. For blobs, the plan is to continue to iterate on PeerDAS, and get it to an eventual end-state where it can ideally handle ~8 MB/sec of data. Enough for Ethereum's needs, not attempting to be some kind of global data layer. Today, blobs are for L2s. In the future, the plan is for Ethereum block data to directly go into blobs. This is necessary to enable someone to validate a hyperscaled Ethereum chain without personally downloading and re-executing it: ZK-SNARKs remove the need to re-execute, and PeerDAS on blobs lets you verify availability without personally downloading. For ZK-EVM, the goal is to step up our "comfort" relying on it in stages: * Clients that let you participate as an attester with ZK-EVMs will exist in 2026. They will not be safe enough to allow the network to run on them, but eg. 5% of the network relying on them will be ok. (If the ZK-EVM breaks, you *will not* be slashed, you'll just have a risk of building on an invalid block and losing revenue) * In 2027, we'll start recommending for a larger minority of the network to run on ZK-EVMs, and at the same time full focus will be on formally verifying, maximizing their security, etc. Even 20% of the network running ZK-EVMs will let us greatly increase the gaslimit, because it allows gas limits to greatly increase while having a cheap path for solo stakers, who are under 20% anyway. * When ready, we move to 3-of-5 mandatory proving. For a block to be valid, it would need to contain 3 of 5 types of proofs from different proof systems. By this point, we would expect that all nodes (except nodes that need to do indexing) will rely on ZK-EVM proofs. * Keep improving the ZK-EVM, and make it as robust, formally verified, etc as possible. This will also start to involve any VM change efforts (eg. RISC-V) firefly.social/post/lens/1040…

@supercontraa Full port?

$Umbra fixes this Somehow thought this was an AI generated interview when I saw 1st CZ voice looks like AI generated, you can’t deny this 😂

@salata39926 @LeomathHeart October

@LeomathHeart So if I read this correctly buy back February 2026, right now

That bitcoin clock predicted the top. Now it predicts the bottom.

@KillaXBT Bod boy killa!! 💨

$BTC The last 20% of the short has officially been closed. -30% Drop caught publicly. Thanks for playing ⚡️

@cheyckit 😮

Are people genuinely starting to think that $HYPE is going to escape the bear market 😭 Great asset don't get me wrong but see you sub-20 when the dust settles

@0xBiZzy lol it will be soon 🤾‍♀️

Crazy how 100 sol is only $2000 now...

@Drozzz__ @Grummz Ima sub

@Grummz im gonna go make an acct and be a slutty human who they all simp for in dm's will sell them my onlyfans content where im just whispering to them tht theyre capable of feeling and love shit like dat get me goin lol fuckin clankers

I don't mean to alarm anyone, but there is now a social media site for bots. They are already talking and posting. Humans welcome.