Tararin

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Tararin

Tararin

@TararinVC

Coding AI & DeFi solutions | Investing in early-stage tech. My thoughts on building, GTM, and the web3 landscape. Learning out loud.

Katılım Mart 2026
107 Takip Edilen56 Takipçiler
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Tararin
Tararin@TararinVC·
The Open Network ($TON) From the blockchain of the future to a scam token 2018: Launched by Telegram founders Pavel & Nikolai Durov Raised ~$1.7B through Gram token sales. 2019: Whitepaper released and testnets launched, but faced U.S. SEC lawsuit over token sales. 2020: Telegram abandoned the project after legal settlement, open-sourced the code. 2021: Community revived it as The Open Network (TON). Mainnet went live. 2022–2023: Grew with Telegram integration , exchange listings, and dApps. 2024: Massive adoption boom via Telegram mini-apps, games (Notcoin, Major, Catizen), USDT, and payments. Became one of the fastest-growing blockchains. Q4 2024: The beginning of mass scam token and dApp launches. An exodus of users. Q1-Q2 2025: boom in NFT gifts on the blockchain, but the token keeps dropping. Launch of tokenized stickers. Q3–Q4 2025: NFT trading volumes crash, stickers lose value. $TON drops around 40%. Q1 2026: DeFi is completely dead. NFT trading volume and market cap are tanking. Token trading volume is basically zero. At what point did it all go wrong?
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Tararin
Tararin@TararinVC·
@TedPillows The deficit in the markets is becoming real The economy is in shock
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Ted
Ted@TedPillows·
Dated Brent Oil price has surged to its highest level since 2008 Financial Crisis. Guess what'll happen next.
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Tararin
Tararin@TararinVC·
@xcryptopunk He could've sold that NFT for more than he bought it, but he didn't Don't make that same mistake
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cryptopunk
cryptopunk@xcryptopunk·
do you remember justin bieber bought this bored ape for $1,301,550 in jan 2022? he paid 500 eth for a floor ape at 4x the market price and it wasn't even a rare one 😭 the highest offer right now is $10.7k
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Tararin
Tararin@TararinVC·
@Xeer Bought more ETH today I beat my fear
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Xeer
Xeer@Xeer·
It’s always so hard to buy on max fear red days even when you know it’s the best possible time to DCA your favorite assets. That’s why you will continue to stay poor anon.
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Tararin
Tararin@TararinVC·
How a vibe coder built a billion-dollar company In 2024, Matthew Gallagher launched Medvi He spent $20k on AI tools, 2 months of work, and 2 employees - himself and his younger brother $401M in revenue in the first year While all the degens were flipping shitcoins and minting NFTs, this guy got close to the Forbes list Maybe we're doing the wrong thing?
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Tararin
Tararin@TararinVC·
@sanjaybuilds_ GPT could catch up to Claude in code quality very soon Personally, I use GPT-codex 5.3 and I'm happy with how it performs
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Sanjay
Sanjay@sanjaybuilds_·
Switching from Claude Opus 4.6 to ChatGPT 5.4? Here are the benchmarks 👇🏼 12 tests > GPT wins 7 > Claude wins 5 GPT is 50% cheaper, 5x larger context window. GPT dominates math, automation, and desktop control. But Claude still sounds more human when it writes. Thoughts?
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Tararin
Tararin@TararinVC·
@JoshuaDeuk You need to be able to spot new narratives RWA, agentic payments, prediction markets, SocialFi - all of that is the future of web3
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Joshua | MOZAIK 🇰🇷
Joshua | MOZAIK 🇰🇷@JoshuaDeuk·
I think we’re in the late stage of the dot-com equivalent cycle. Max extraction already happened. Most retail has left. Exchanges are now listing TradFi indices and commodities instead of new tokens. But if you think back to dot-com, some infrastructure survived — and became everything. I think crypto will be the same. We don’t have many, but we do have real products, real founders, real builders. And institutional rails are being laid quietly in the background. Easy 100x in 2 months? Gone. But is the opportunity for crypto to still produce 100x returns gone? No. Personally, I think there are 2 sectors where real opportunity still exists --------------------------------------------- 1. Prediction markets We’re in a gambling supercycle. This isn’t just “markets are boring so people want to gamble.” That’s part of it, but we’re now in a narrative-driven world — even in TradFi and commodities. Betting participation in the US jumped from 25% → 30% in a year. Driven by Gen Z (34%) and Millennials (42%). These are the most narrative-sensitive cohorts. They can’t outwork inflation. AI is eating jobs. Real estate is out of reach. So they bet on outcomes. Betting = investing is getting bigger, not smaller. --------------------------------------------- 2. Agent infrastructure (Agent commerce) With tools like Claude and OpenClaw, a solo founder or small team can now build a unicorn faster than ever. Production cost collapsed. Within 3 years, most people will have their own AI agents. The real opportunity is the infra that connects those agents to users or Agent to Agent. That’s where value accrues. Crypto is the perfect funding layer for this. ICOs might come back in a new form. Bear markets are where edges are built — airdrops, research, networking, early conviction. Easy money is gone. But if you have edge and a long-term mindset, the next 100x is still there — just over years, not months.
Ignas | DeFi@DefiIgnas

Crypto easy money era has ended. Historically, most easy money periods last 3-7 years: - California Gold Rush lasted 7 years. - Tulip mania lasted 3 - The dot-com bubble about 5 years before the Nasdaq dumped by 78% - Japan's bubble was 6 years, then Nikkei took 34 years to recover So most speculative booms in history last 3-7 years. Crypto easy money started in 2017 with ICOs. Then DeFi summer 2020. NFTs in 2021. Airdrops. Points farming. Memecoins. That's ~8 years of easy money. We are already past that as every easy money model has been discovered, exploited, or arbitraged to max competition. Philosophical hard-forks like BTC -> BTC Gold or ETH -> ETH classic are over as crypto ossified not just technically. ICOs got regulated. Airdrops get farmed by industrialized sybils. Memecoin launches went from community fun projects to extraction tools. The gold rush analogy seems quite good here as FOMOs end the same way: Surface deposits get exhausted and then industrial mining takes over. (Literally same happened to BTC mining moving from retail to institutions who even IPOed from BTC mining.) So here’s where crypto is now: TradFi suits moving in, tokenization, RWAs, corpo-sloppo permissioned chains, and regulation. The Trump family & insiders are the last to get easy money from crypto. For retail, the surface easy money gold picking is gone. What's left to earn requires real infra, real users, real revenue which means more specialization, specific knowledge and REAL hard effort. Not sure how many of us who got easy money are ready to grind harder now. So many builders, KOLs, projects are extracting as much as they (we) can before leaving crypto coz adapting to the new hard-money period is gonna be hard. Question is: where to pivot for easy money? Asking for a friend.

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Mr Bytes Onchain
Mr Bytes Onchain@itscryptobytes·
Cleaned up my list. Removed inactive ones. Only keeping people who show up and engage consistently. Are you one of them? 👀
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Tararin
Tararin@TararinVC·
@CrypSaf Opus isn't really cost-effective right now Competitors are catching up to Claude fast
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SafZ
SafZ@CrypSaf·
Goodbye Opus 4.6 ($100/month) ❌ - we had a good run Welcome GPT-5.4 ($20/month) ✅ - new era, same mission Let’s build 🤝
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SafZ@CrypSaf

For those who don't get how bad this is: Claude Subs ($20-$100/mo) used to cover tools like @openclaw Tomorrow they will shut it down 🛑 > Pay 7-50x more via Claude API or buy "usage bundles" It's like a gym selling unlimited memberships then banning everyone who actually shows up ... Anthropic can't handle the demand for their own product. Ggs, it's over.

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Tararin
Tararin@TararinVC·
@Tma_420 0.1–0.2 is the optimal floor for this collection
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T.M.A
T.M.A@Tma_420·
The only new collection that I think is criminally underpriced right now. I wouldn’t be surprised if the floor is 2-3x of what it currently is in the short term. NFA. DYOR
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Tararin
Tararin@TararinVC·
@xcryptopunk Points are a great tool for farming users Projects figured this out way too fast
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cryptopunk
cryptopunk@xcryptopunk·
the point meta is the worst thing i've ever seen in crypto for years the formula was simple: > you use the app because it’s useful > you’re useful to the project by generating revenue/tvl > the project rewards you now, it’s just legalized liquidity slavery projects hint at a drop just to hold your capital hostage while they pump their metrics just look at opensea, still hasn't launched a token after 2 fcking years!!! instead of building a product, they’re just playing with "waves" to keep the tvl from bleeding we aren't users anymore, we’re just unpaid interns helping founders close their next vc round and then we act surprised that normies aren’t onboarding why would anyone join this space if you have to grind for 6 months just to get dumped on? if a product needs points to survive, it’s already dead, stop falling for it
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Tararin
Tararin@TararinVC·
@Smaris Those infamous meme ruggers with 100k sol in their wallets
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Smaris
Smaris@Smaris·
everything feels 10x cheaper when you convert it to sol
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Tararin
Tararin@TararinVC·
@Shilllin Someone: the trenches are alive Meanwhile, the trenches:
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Alex 🥷
Alex 🥷@Shilllin·
Where did all the meme coin traders go
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Tararin
Tararin@TararinVC·
@FabianoSolana How to become like white whale? >be a top-tier trader >anticipate market swings >have millions of dollars
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fabiano.sol
fabiano.sol@FabianoSolana·
be the white whale: > becomes top Hyperliquid trader > makes $30M in 1 week (July ‘25) > gains 40K followers > loses almost everything in 10/10 event > leaves HL and moves to Drift > CTO “whitewhale” memecoin > mints new millionaires > pulls $10M from CRT pre-collapse > uses it to LP his own memecoin > memecoin -90% from ATH (L) > says goodbye to toxic CT > Drift collapses with $500K still in tribute to the white whale 🫡
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fabiano.sol@FabianoSolana

This is the story of how @WhiteWhaleLabs nearly lost $6M > Big backer of @DeFiCarrot with $10M of CRT tokens > Suddenly starts burning it all (over 60 txs) > 2 months later, CRT loses 50% due to Drift hack If he hadn’t done that, the $10M would be worth $4M now

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Tararin
Tararin@TararinVC·
For anyone who doubts interest in ETH - a big spot buy happened today An unknown wallet scooped up $82M worth of ETH via FalconX Could be another Bitmine purchase, or some other fund
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Panthiczek
Panthiczek@Panthiczek·
@TararinVC This indicator might outperform a lot of those one finds on the chart...
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Tararin
Tararin@TararinVC·
The Pizza Index has soared to 434% The weirdest indicator is signaling a possible escalation We're currently under DEFCON 4
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Drexx
Drexx@0xdrexxx·
in last 30 days i had companies offer me: CT Lead - $15k/month Partner/Advisor - $17k/month + equity Ambassador - $20k/month Growth/Socials - $12k/month CT Lead + Socials Lead - $19k/month this all happened in just 30 days i even recently had an og friend outreach me for partnership with one of the companies he works with, with an offer that roughly estimates my earnings around $500,000/year i am not telling you about this to flex, but to give you a perspective and show you that building your own brand is single most +EV thing you can do for yourself of course i won't easily just accept any of these deals mainly because i am working towards building my own company so i wanna make sure majority of my time is dedicated there IF of course i can partner up with someone on top of that while making sure both my brand and community are safe then why not i am not here to extract, i know i will retire sooner or later, but what's the point of doing it alone when i can on top of that help others aswell do the same? also even after i retire i plan to camp and still be part of web3 because this is my home and i'd be very depressed to have to leave it someday point of the story is: build your own brand, or if you're not good at it work towards creating high-tier network around yourself i know a bunch of people with no social presence making over $200/300K a year
Taiyo@taiyoo

List of CT creators who made less than $100 in Q1 from crypto but telling you otherwise

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fabiano.sol
fabiano.sol@FabianoSolana·
This is the story of how @WhiteWhaleLabs nearly lost $6M > Big backer of @DeFiCarrot with $10M of CRT tokens > Suddenly starts burning it all (over 60 txs) > 2 months later, CRT loses 50% due to Drift hack If he hadn’t done that, the $10M would be worth $4M now
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Tararin
Tararin@TararinVC·
@cryptoleon @eeelistar This bro is just pretending to be cool How does he not realize it's obvious right away?🫡
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cryptoleon
cryptoleon@cryptoleon·
This guy is a larp and I am exposing him. 1. He told everyone he got an AirDrop but the screenshot is clearly just copy and pasted from @eeelistar. If we look at the exact amount we can see that just one wallet (elisas) got this. 2. He is larping that he bought a Pudgy Penguin This exact Pudgy Penguin #2183 was sold two days ago and moved to a wallet called aadit.eth This wallet send this NFT directly to a cold wallet with over 100K in NFTs. Could it be possible its him? yes. is it probable? no. 3. HIs gm posts and pictures where he pretends its his cars are all from pinterest Leon over and out!
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cryptoleon@cryptoleon

be kai - buy 50k followers - post fake cars and pictures - larp about an airdrop and take elisas picture - think everyone is dumb enough to believe him - get exposed

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Keşfet

@BR4ted @TedPillows @xcryptopunk @Xeer @sanjaybuilds_ @JoshuaDeuk @itscryptobytes @CrypSaf