Snarky Pudgy

@therealkolds What is the basis for the recovery story here?

I have been telling you that sh*tty binance wick is an indicator of market makers wanting to get us there If $FORTH might be going to $.65 while bitcoin goes to around 55k. Probably $wAMPL is also going there. Make sure you get the cash. SELL ALL the useless things you have. REDUCE your monthly costs. Don’t make any UNNECESSARY expenses. And focus on buying $wAMPL below a dollar somewhere mid to end this year. Probably around that .7usd mark. Damn I’m even in financial problems and I’m going to strech me out I can tell you that This is not financial advice

@KobeissiLetter Based or AI?

BREAKING: Iran's Speaker of the Parliament Ghalibaf comments on "vibe trading digital oil" after Iran shuts down the Strait of Hormuz. "Vibe-trading digital oil is like vibe-hedging in treasuries during Hormuz risk-off. Both share one house of cards that works on paper. Difference: oil at least has Dated Brent. Treasuries? Vibes all the way down," he says.

@Lombard_Finance Thanks for playing!

The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR - DCO $HIMX, FOCI (3363.TWO) - Micro-lens + Fiber Arrays $POET - Optical Interposers $SOI, $AXTI, Shin-Etsu - Substrates $FN, $ASX, Innolight, Eoptolink - Optical Packaging and Assembly $MTSI, $SMTC, $MRVL, $MXL - Analog/Mixed-Signal ICs $LWLG - Speculative Modulator Materials. $GLW, $APH, $TEL, $FIT, Fujikura - Connectors and Fibers $FORM, $KEYS, $VIAV, $AEHR- Test & Measurement $BESI, $SMHN, $ONTO, $CAMT - Advanced Packaging & Hybrid Bonding Many are private companies from Lightmatter, Ayar, Ranovus and others. Now... Everyone is asking... How do you profit? If you look at the forecast for CPO TAM, it's a straight line up, and next year is inflection point for CPO mass deployment. The alpha is capturing the rotation: From the current EML bottlenecks ( $LITE, $COHR type) to SiPh / CW DFB architectural winners for CPO. Highest upside potential are the ones that aren't included in current cycles. But that are in the next. Companies like $SOI, $SIVE, or $AEHR are perfect examples. Ride the current pluggable bottleneck like $AAOI. But the alpha is frontrunning institutions with the next CPO bottleneck. The capital rotation is inevitable.

@movement_xyz When will your bridge reopen?

Building takes time. Take your time with what you're building.

Catbalio. Use my buddy code on @HypurrFi for a 5% boost to BOTH of our points. app.hypurr.fi/buddies/7CAC73F

@CoinMarketCap Anybody know the price?

LATEST: 💰 Asset manager Bitwise acquired Chorus One, a staking infrastructure firm overseeing $2.2 billion in assets, expanding its staking capabilities across 30+ blockchains.

@stacy_muur @monad @intern @0x_Abdul @michael_lwy Nothing 🍔

What's going on with @monad? In the last 3 weeks, 3 OG team members have left the team: @intern (Head of Growth) – Jan 29 @0x_Abdul (Head of DeFi) – Feb 14 @michael_lwy (Ecosystem) – Feb 18 Usually not the best sign for a project that's "crushing it"

@usuches @mert @erequendi Isn’t $MON an L1?

@mert @erequendi $NEAR debatable, 50/50, attempting AI and ZEC narrative but chain is dead, intents only alive part via ZEC $MON holding ok even though i hate L2s Bittensor $TAO is the only legit AI play in crypto Mantle $MNT just Bybit internal project everything else barely breathing

Slow rug / scam / dead projects - Monad - Starknet - Zksync - Scroll - Taiko - Mantle - Algorand - Luna - Aleo - Mina - Linea - Boba network – Aptos – Cosmos – NEAR – Rootstock – Cardano – Stellar – Cronos – Axelar – Astar – Bittensor – Celo – Zircuit – EOS – Sonic – Injective – Kaia – Kava – Lisk – Metis – Tezos - Wormhole - Movement - Kinto - Celestia - Blast - PIN AI - Midas - Kinto - Metis - 0G - Polygon zkEVM - Berachain - Story They were all hyped at one point, but after a while they were abandoned by both the teams and the users. Some scammed right after launch, others slow rugged. So in the end, does crypto really need this many projects, or is crypto just a dumpster?

@degennQuant @hyperbeat I’m struggling with step 1

How to live sustainably this bear market: 1. Deposit $1 000 000 2. Earn $50 000 a year 3. Use USD+ as collateral on @hyperbeat Liquid Bank Fund your lifestyle.

@gothburz To anybody who thinks this is real, do you think the COO of BitThumb would have the surname “Girnus”?

I am the Chief Operations Officer at Bithumb. South Korea's second-largest cryptocurrency exchange. On Thursday, we ran a promotional event. A "lucky box" campaign. Very popular in Korea. Users complete tasks. Users receive rewards. Small rewards. 2,000 Korean Won. That's $1.40 American. Enough for a coffee. Maybe a small one. One of our employees made an error. A small error. In the dropdown menu. He selected "BTC" instead of "KRW." Bitcoin instead of Korean Won. Same first letter. Easy mistake. Instead of 2,000 Won, we sent 2,000 Bitcoin. Per user. To 695 users. 2,000 Bitcoin is $142 million. Per user. We created $44 billion in Bitcoin. From a dropdown menu. Our actual reserves are 50,000 Bitcoin. We distributed 620,000 Bitcoin. 12 times our reserves. The math didn't work. The system didn't care. The system processed the request. Very efficiently. The users noticed. Immediately. They saw $142 million in their accounts. Some of them tried to sell. Quickly. Very quickly. 500 Bitcoin hit our order books. In minutes. The price crashed 17%. On our platform only. Bitcoin dropped to $55,000 on Bithumb. Bitcoin stayed at $66,000 everywhere else. That's called a "reverse Kimchi premium." Usually Korea pays more for Bitcoin. Today Korea paid less. Because we broke the market. With a dropdown menu. We froze the accounts. Within 35 minutes. Very fast response. To our own mistake. We recovered 99.7%. That's almost everything. The other 0.3% was withdrawn. About $2.2 million. Gone. Before we noticed. What we did. To ourselves. Someone asked if we were hacked. We were not hacked. Our security is excellent. Our dropdown menus are less excellent. Someone asked how this happened. I said: "Human error." The human is employed. Still. We're reviewing our processes. The process was: select currency, enter amount, click send. The employee selected the wrong currency. Entered the right amount. Clicked send. The process worked perfectly. The human didn't. Our CEO released a statement. "All assets are secure." The assets were never insecure. We just created 12 times more of them. Temporarily. For 35 minutes. $44 billion in 35 minutes. Created and recovered. Very efficient. The global market didn't notice. Bitcoin stayed stable. Only our users noticed. 695 of them. Woke up millionaires. For 35 minutes. Then woke up with frozen accounts. And a support ticket. We're working with police. On the $2.2 million. That was withdrawn. By users. Who moved faster than us. They saw $142 million. They didn't ask questions. They clicked "withdraw." I would have too. That's not our official position. Our official position is: "We are cooperating with authorities." Authorities want to know who got away. With our mistake. Someone asked if affected users will be compensated. We're reviewing the situation. "Reviewing" means deciding. "Situation" means we gave away $44 billion. And want it back. Most of it came back. Automatically. Because it was phantom Bitcoin. Not real Bitcoin. Just numbers on a screen. That people tried to sell. For real money. Some succeeded. $2.2 million worth. That's 0.005% of the accident. Very contained. Our stock dropped. Briefly. Then recovered. Like the Bitcoin. The market forgives. Dropdown menus. Someone asked what we learned. I said: "We're implementing additional verification steps." Additional means more than one. We had one. Now we'll have two. Maybe three. Before sending $44 billion. Someone asked if this could happen again. I said: "We take operational security extremely seriously." Extremely is an adverb. Adverbs describe how we do things. Not whether we do them. The lucky box promotion continues. With enhanced controls. The prizes are still small. 2,000 Won. $1.40. We double-checked the dropdown. Three times. Anyway, we remain committed to providing a secure trading experience! The statement said so.

1st cycle - invested all my college tuition stipend into BTC at ~$2K, turned a few K into $50K+, lost all trading on leverage and then traded high leverage for 6 months and lost every dollar I earned from dogshit jobs 2nd cycle - full stacked entire net worth from my online businesses post-tax (~$70K) into ETH in the 150-300 range in 2019. massive run from there in DeFi Summer at age 22, was absolutely euphoric for a year or more. gave 75% of it back after taxes & buying a house & gold/silver 3rd cycle - underperformed alot and then hit a combo of a few major wins last year and successfully avoided major drawdown, withdrew enough for runway for a long, long time it really does take three cycles in this lovely industry

@vasuxbt Finally something I have in common with the President

Trump’s World Liberty is selling BTC and repaying its Aave USDC loan to avoid liquidation Wallet debank.com/profile/0x77a5…

@DefiIgnas “Next cycle”. Bold take

My gut feeling is that crypto natives are selling now because they expect a 1929 style crash. We're all watching Ray Dalio warn about the Big Cycle ending. We all see AI bubble posts. Watch same unemployment numbers, same WW3 fears etc. Then S&P doesn't dump. But crypto does. We're selling to each other. We're just vibe traders, always online, front-running each other. Being terminally online helped us be early on NFTs, memecoins, AI vibe coding before everyone else. But it also means we all trade the same direction at the same time. We FOMO as one and then we panic dump as one. Like in Pluribus on Apple TV, where a virus turns humanity into a hive mind. Everyone thinks and acts as one. That's basically us, just a dumber version. Boomers and institutions don't scroll CT 14 hours a day. They just hold. ETFs were supposed to bring in different time horizons with different types of holders. It hasn't happened. Crypto is still retail dominated. We think we're contrarians. But when every contrarian has the same thesis, that's just consensus. Maybe next cycle will be different.

@simononchain Great take

Bitcoin is getting brutally mogged by a narrative crisis it can't shake: - Too political (Trump's pet asset) - Too vulnerable (quantum risks) - Not private enough (transparent ledger in a surveillance state) Gold, meanwhile, just sits there being: - Boring, tangible - Politically neutral - Free from any quantum risk = actual flight to safety/debasement hedge /// Over time these threats shouldn't be existential but they'll weigh for a while and have complicated the "Bitcoin Story". The $1T to $10T journey will require institutional conviction at scale, which IMO - will not happen w/ narrative confusion. BTC will needs to clearly win ONE dominant story: - Quantum resistance is an upgrade cycle away (solvable) - Trump association fades over time (if BSR happens it cuts both ways: supportive short-term but risks alienating other sovereigns + creates unwind risk under future admin. Conversation for another day.) - Gold's scarcity story breaks down when space narrative grows --> asteroid mining, massive deposits on Mars, etc. Right now, thought BTC remains in no man's land, not appealing to any core constituency. - Sovereigns want gold - Cypherpunks want privacy - Institutions want quantum clarity Eventually this snaps back, violently. Maybe when gold's "physical scarcity" gets challenged or people remember why verifiable digital scarcity > "trust us there's no more gold anywhere." Until then, not sure what catalyzes us out of this.

@KaitoAI @BitwayOfficial Cooked

Announcing our next Capital Launchpad sale - @bitwayofficial! Going live on Wednesday at 12PM UTC. For oversubscription: A minimum 20% of allocation is reserved for the Kaito community (Incl. KAITO stakers, Yapybaras and top CT (global/KR/CN accounts). Larger and earlier pledges, accounts with stronger onchain activity and social reputation will also get priority allocation. The sale is open to EU and all other jurisdictions permitted under our Terms of Use - with only US and Canadian investors additionally excluded for this sale. All the details: Valuation: $80M FDV Previous Valuation: $100M Investors include: YZi Labs, Hashkey Capital, KR1, Symbolic Capital, Continue Capital Target Raise: $1M Maximum Offering: Up to 3% of total supply Vesting: 50% at TGE, + 50% at TGE + 3 Months Min/Max Size: $1,000-$250,000 Estimated TGE: January 2026 Bitway is the internet capital gateway that connects on-chain liquidity with global opportunities. At its core, Bitway offers a suite of products, including Bitway Earn, an on-chain wealth management platform, and Bitway Chain, a Bitcoin-compatible PoS Layer 1 built to support native BTC financing and enterprise-grade applications. Get set up on our Capital Launchpad now to be ready for Wednesday!

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@flb_xyz Did @Blackwing ever airdrop?

Let's make finding a crypto job easier 10 Crypto startups with up to BILLIONS in funding that are currently hiring 1) Blackwing - $4.5m - Trading experience on Solana 2) Reap - $45m - Stablecoin infrastructure 3) Silo - $32m - Lending protocol and interest efficiency 4) The TIE - $9m - Information platform and terminal 5) CoinTracker - $101m - Portfolio tracking and taxes 6) Polymarket - $2.28B - Prediction markets 7) Pye - $5m - Managing Solana stake accounts 8) D3 - $30m - Tokenising the internet's domains 9) Ramp Network - $133m - Centralised Exchange 10) Phantom - $268m - Largest Solana wallet

@DefiIgnas @jayplayco That’s the problem. Nobody is curious enough to try something new knowing they are just subsidizing some grifters early retirement

@jayplayco to retire, right? lol

For 2026, I don’t wish for alts to die. The CT consensus is 'alts will go to zero.’ Maybe. But imagine how boring crypto becomes without them. Just BTC, ETH, SOL and a few outliers to bet on. What do we even do on CT then? No wonder many already leave crypto and trade equities or gold/silver. At least there the risk reward makes sense. Even AAVE, supposedly THE DeFi app with PMF, is now a hostage by the entity that's supposed to help $AAVE holders. You might think this is bullish as capital and attention finally concentrate into a few ‘serious’ assets. But crypto is a memetic industry. It runs on narratives, vibes, and social coordination. Bitcoin itself is the biggest memecoin ever created with value coming from stories we attach to it. If people leave, the story gets weaker, with the price going down with it. Alts, including NFTs, are where crypto native culture is. Where new users, builders, and narratives start. Thanks to speculation surrounding alts, we funded innovation that's slowly being integrated into the new financial rails. Just without the upside of 'winning' as we allowed us to get fooled by equity/token misalignment (Axelar, etc). If alts die, then the people leave. Especially as BTC, Ethereum, stablecoins etc. are being absorbed by institutions. Without alts, Ethereum and Solana just become backend infrastructure for TradFi 2.0. Alts is the reason we use these chains. Payments and stablecoins won't keep the crypto native culture alive. Ethereum and Solana will be completely soulless. Useful and profitable for the same institutions we were supposed to challenge. No space left for the cypherpunk vision that made crypto worth caring about in the first place. So for the year 2026 I wish for an alt season that actually makes sense, with redesigned tokenomics and real ownership. Is that too much to ask :(