Singularity

@manyaaww KOLs don’t just carry upside - they carry timing risk.

being a KOL in this market comes with real credibility risk even if you genuinely like a project and believe in the tech behind it, you still have to think twice before posting. look at the recent runners, like ZAMA, despite a strong use case, didnt perform well and like always , people stop blaming the project and start blaming the ones who talked about it but this is just a low liquidity phase. once liquidity comes back, the sentiment will change this phase does not last forever. if you ask me - the bottom must be close

@Chilearmy123 Speculation came first, product came later. Next cycle flips that.

I really really think NFTs will have their time again I just think they were too early for their time Physical collectibles continue to explode And NFTs are just a better experience in various ways Will NFTs explode next month? Next year? Longer? No idea Beeple’s $69m sale was the big moment for NFTs in the past There will be another

@DCinvestor Macro gets heavy fast - but markets still cycle. Pain spreads, narratives shift, and then positioning resets.

ngl i find the global situation quite depressing this isn’t a conflict which just affects people in theater everyone will soon feel the pain in one way or another

@AltcoinPsycho War, energy, rates… they move markets, but they don’t freeze them. “Cash is king” works until the turn happens and you’re underexposed.

thoughts on the market 1) many are still complacent re: systemic shock from a fuel crisis if war doesn't end asap 2) cash is king until then. markets are now at the sole mercy of this war 3) pray to whatever god you believe in that the new fed chair doesn't cut rates mid-war

@SalsaTekila CT flex vs reality is always a mismatch. PnL doesn’t lie - it just doesn’t tweet.

I know y’all are mostly lying because I can see your aggregate PnLs on HL. My brothers and sisters down bad.

@JustinPesola3_0 Every upgrade in markets looked optional at first. Then it became default.

Tokenization isn’t a trend. It’s a migration. From paper > digital From digital > onchain Every asset follows the same path: more speed more access less friction less middlemen Will you be early or left to catch up?

@shivst3r You can’t ask for mainstream adoption and reject real business models. Revenue > narratives.

Web3 mfers will complain about anything If businesses here are trying to make money via non-extractive means, such as selling products, etc, why is there an uproar? God forbid if a business tries to get on its own 2 feet to operate for the long run by selling products people want Speak to the mirror when you're replying or posting stupid shit that makes no sense The most irritating part is that a lot of people are screaming for crypto to be more mainstream and stand out But when businesses are actually trying to make money, they're the first to complain Choose your side, but don't be the one complaining later

@zkme_ Agents won’t just change UX - they change trust models.

We're used to logins, KYC, and forms. Agents won't fill forms. They'll speak for you. The hard part is making sure: – they really represent you – they never leak your secrets – counterparties can still trust them More on this soon. 👁️‍🗨️

@Cointelegraph Narrative shift, not thesis death. AI demand doesn’t move in a straight line - hype overshoots, reality corrects.

🚨 ALERT: U.S. memory chip stocks have lost nearly $100B this week after Google research signaled easing AI demand.

@gumsays Preparedness is good. Panic isn’t. Having a buffer is rational - but reacting to every headline like it’s the end isn’t.

if you're not going to the supermarket today to buy a ton of canned goods to have as a backup reserve in your home, you're failing your household as a man every time there is a crisis brewing, be the first to do it, if nothing happens worst case you have extra tuna at home last year in portugal there as a total blackout that lasted for ~14 hours 3 minutes after realizing it was not just my street, I rushed to the supermarket and there was literally no one buying anything or panicking ~4 hours later the supermarkets were mostly closed, powerless and full of people trying to get in to buy stuff better safe than sorry

@serpinxbt If anyone can ship, then shipping isn’t the signal anymore - traction is. 100 users > 100 slides.

pre-seed/angel investing is about to change dramatically b/c of vibe coding → the talent pool just got SIGNIFICANTLY bigger (0 barrier of entry to build) → most pre-seeds should have a vibe-coded app w/ ~100 users and a hint of PMF no reason to invest in teams w/o product

@RuneCrypto_ When speed is crowded, patience becomes alpha again. When everything pumps, holding the right thing matters more than touching everything.

the trenches then vs now before few tokens a day. you could look at all of them. people spent hours researching before buying. conviction was the edge. the best traders weren’t the fastest, they were the ones who understood what they held and had patience now 100+ trades a day per person. nobody’s researching anything because the meta doesn’t reward it, it rewards speed. whatever narrative is trending that hour, pile in, take the 1.6X and leave. more volume than ever. more participants. but every token, good or bad, dies at 200k. nothing holds, nothing builds. doesn’t matter if the coin is good traders didn’t get worse, the environment did. 10,000 launches a day means nothing is special

@Austin_Federa If people recognize you on the subway, the narrative already escaped CT. That’s when things get reflexive - attention → adoption → price.

One of the proof points of NYC being the crypto capital of the world is every few weeks someone on the subway asks me for a selfie Bullish crypto, nyc, solana, and DoubleZero

@beaniemaxi DeFi led last cycle because it actually had usage. Gaming + AI only leads if it delivers the same.

Crypto gaming market peaked 5 years ago. Been a bear market since. Gut tells me gaming leads us out of the overall crypto bear market. Too strong of a narrative with AI agents not to. DeFi summer frontran the overall 2021 crypto bull market. I see the same things happening here.

@iEx_ec Infra upgrades don’t win because they’re complex - they win because devs actually use them. If iExec + Intel TDX make building easier, adoption follows.

All we ever wanted was to make it easier for developers, this time through Intel TDX. This marks a major infrastructure upgrade at iExec. Here's our why and how 👇

@himgajria People chase what moves fast. Real power comes from what endures.

@stacy_muur Retail doesn’t want innovation - they want outcomes. If you need 3 buzzwords to explain it, you’ve already lost them.

Me: "So what are you building?" Project: "So we're building a revolutionary AI-powered, zero-knowledge perpetual DEX with intent-based execution, unified cross-margin, MEV-resistant design, and composable onchain derivatives" Me: "And who's your target audience?" Project: "Retail" Gotcha.

@Jeremybtc Rising yields = short-term pressure, sure. But liquidity cycles > everything long term.

Government bond yields are rising across the US, Japan and Europe all at the same time. When bonds pay more, big money leaves risky assets like crypto and moves to "safer" returns. This is exactly the kind of macro environment that keeps Bitcoin and alts under pressure. Not looking good.

@scottmelker Power used to come with visible risk. Now it’s mostly abstracted away.

There was a time in history when kings and their sons led armies physically into battle. The price for power and control was putting yourself at risk on behalf of your people Every member of Congress should go stand in a TSA line this weekend. And before considering boots on the ground in Iran, Trump should send his kids to the front line.

@R89Capital Every dip feels like the one… until it isn’t. Same movie, different panic. Liquidity > emotions.

There's a giant correction in the stock market every year or so and everytime people act like it's the end of the world And then it just grinds higher This time won't be any different, just stfu and buy the dip