Tɪmo ¥OU†H 🏝

1/🧵 Thread of Threads! 👑 Thoughts on game design, web3, user acquisition, NFTs and whatnot all in one place below 👇👇 (...in chronological order from oldest to newest)

@coopernicus01 there are speculations they hired Coop

why is $trump up 35% last 7 days? it’s currently the #3 coin in the top 100. what do buyers know that i’m missing?

@WolvesDAO @uhhdub a good looking bunch! 🐺

Wolves in San Fran! Reach out, we would love to meet you

@_RicMoore Sounds plausible. I've seen teams hand over all control to market makers when launching a token. I don't believe the team had intentions like this, but this is what happens when you're not in full charge of everything in web3.

1/ The $POWER token crash wasn't just a dump. It was a masterclass in retail extraction. I call this the "Walled Garden Short Squeeze & Funding Rate Vampire." 🧛‍♂️ Here is the step-by-step autopsy of how they engineered the manipulation and harvested retail liquidity. 👇 2/ Phase 1: The Walled Garden 🧱The MM corners the circulating supply and works to disable cross-exchange deposits/withdrawals. Arbitrage is dead. It becomes a single-player game. The MM now has absolute pricing power because no outside supply can enter to crash the party. 3/ Phase 2: The Order Book Vacuum 🕳️With supply locked down, the MM pulls their limit sell orders. Look at the spot depth—it took mere hundreds of dollars to artificially pump the price by 2%. They can paint the chart and dictate the Index Price with virtually zero capital cost. 4/ Phase 3: Weaponizing Funding Rates 🩸This is the psychological trap. Retail sees $POWER pumping, realizes it has zero fundamental value, and piles into highly-leveraged Shorts on Perps. This drives the Perp price way below the Spot Index, triggering extreme negative Funding Rates. 5/ The MM simply takes the other side and goes Long on Perps. Because they control the artificially high Spot price, they sit back and collect exorbitant funding fees directly from the pockets of retail shorts. They bleed accounts dry without the price even needing to move. 💸 6/ Phase 4: The Kill Shot 🎯Eventually, the MM needs to cash out their actual Spot bags. But there are no organic buyers. They need forced exit liquidity. They check the liquidation heat map, see where retail stops are clustered, and execute a tiny, high-speed spot market buy. 7/ Phase 5: The Dump 📉This artificial "wick" triggers a massive cascade of short liquidations. Since a short liquidation is a forced market buy, millions in volume suddenly floods in. The MM happily dumps their Spot bags into this artificially created frenzy, cashing out at the top. 8/ The Aftermath 🪦The blood bags are empty. Funding normalizes. The artificial bid support in the spot market is pulled. Gravity takes over, and the token goes into freefall. Bought cheap → pumped for pennies → farmed your funding fees → used your liquidations as exit liquidity. 9/ The lesson? In crypto, being fundamentally "right" about a token being overvalued doesn't mean you won't get mechanically liquidated. Stop shorting illiquid walled gardens. Stay safe out there. 🤝

Honored to receive a Retro9000 grant from @AvalancheFDN 🙏🌴 @avax has been our home since the early days of Paradise Tycoon, and now with Paradise Chain L1 live, we’re doubling down on delivering real on-chain impact. Thank you for the continued support. We’re just getting started!🔺

@JonahBlake ...and the first thing the "new CEO" did was claim a meme token. This is going to end well.

LMFAO

Did you know Paradise Tycoon is part of the Google Cloud Web3 Startup Program? ☁️🌴 We're proud to be working closely with Google Cloud infrastructure to build Paradise Chain L1 on @avax The program gives us access to: ⚙️ Scalable cloud infrastructure 🛠️ Technical & architecture guidance 🌍 Engineering support 🚀 Go-to-market opportunities Built on Avalanche🔺 Powered by Paradise Chain ⛓️ Supported by Google Cloud ☁️

@inhuman @apixtwts @BuxtonMatthew so bitget and gate only?

@TimoYouth @apixtwts @BuxtonMatthew You cant sell it on pancake either.

fun fact: Fableborne was one of the first games i ever wrote a thread about like almost 4 years ago it might also be the game saving my gaming investments single handedly

@apixtwts @inhuman @BuxtonMatthew i'm seeing $14k LP point me to the right one ser

@inhuman @BuxtonMatthew where tf are you selling, there is $1.4m in liquidity on pancake alone

@coopernicus01 a lot of gamers think they would do better job at running some of the biggest games studios on the planet 🤷‍♂️

Xbox fans are losing their minds over Asha Sharma. She’s not a gamer. She came from AI and Instacart. She’s the wrong pick. But Phil Spencer was the ultimate gamer CEO. Genuinely loved games. Talked like a fan. Got treated like a rockstar at every E3. And under his watch Xbox lost the console generation, closed studios, laid off 2,500 people, and watched revenue drop 10% last quarter. The thing fans actually want has nothing to do with whether the CEO has a 20-year gamertag

@BiancoDavinci its true

In Finland, there is a rock that has been balancing on top of another rock for 11,000-12,000 years

@BenBirTrolum @el33th4xor Let's go Erol! 🫡

I lost $2M over the past two years, and my depression only lasted two days. I’m fine now and I want to build even more. But first, the mess inside Arena and Avalanche needs to be cleaned up. I hope @el33th4xor reads what I wrote in the Arena room. It was a complaint for his benefit as well as for the entire community.

@Mash_CT @SupernovaDEX

@TimoYouth @SupernovaDEX i’m tired timo

$1.00 $NOVA in less than 30 minutes. This is going to be a fun week for @SupernovaDEX

Heroic Harvest: Quick Start Guide! 🌾🌴 It’s not too late to join Heroic Harvest event! There’s still plenty of time to climb the leaderboard and win your share of the massive prize pool, including $MOANI, exclusive cosmetics & NFTs. Let’s get you farming 🧵👇

Appreciate taking the bull by the horns @frostLedger I'm the co-founder of the studio building @ParadiseTycoon & the Paradise Chain L1 🌴 When we pivoted to web3 in 2022, Avalanche subnets were the deciding factor, going far beyond just digital ownership. After that, we did a short sidequest on dedicated gaming-only chain, but came back to Avax. Web3 games that use tokens creates dependencies that pure gaming doesn't cover, you have to dive into DeFi as well and I'm not talking about design only. @avax gets dumped on for being the "everything chain", but it is actually its biggest strength. Our strategy evolved after talking with DeFi experts at Ava Labs & partnering with teams like Blackhole and LP fees became a part of our business model, a monetization mechanic even 🤷‍♂️ I hope to see Avalanche continue to embrace the "everything chain" identity. But letting projects handle their own user acquisition. The foundation should not have started buying tokens from the market. Projects job is to incentivize and acquire users, and foundation should focus on empowering builders who knows how to do this through grants and investments. I believe there's already lessons learnt. Builder program being a great example. Your new colleagues are some of the best we've worked with. Looking forward to building with you. 🫡🔺

To the Avalanche community: I am not blind to where we stand. I see and share your frustration. I took this role because I believe Avalanche has some of the strongest technical foundations in crypto. But strong foundations don't matter if the economics built on top of them haven't evolved with the ecosystem. What made sense at launch doesn't necessarily hold today, and having the honesty to rethink that is where it starts. But economics alone won't fix this either. The solution isn't singular. It's non-trivial. It's built from small things that compound over time. And it takes all of us coming together to make it happen. That starts with each of us being willing to ask the difficult questions first. The priorities I've set for my team are about getting back to fundamentals. Focusing on what creates structural demand, the kind that doesn't disappear when market cycles turn. Building the right economic conditions for sustainable growth, not dependent on the next narrative. Some things are working. Real-world asset growth on Avalanche is real. Institutional capital is showing up, not because of hype, but because the infrastructure earns it. That's the kind of growth you can build on. But I'm not going to pretend everything is working. Some of our current mechanisms have design flaws. I'd rather say that publicly and work to fix them than pretend otherwise. That's how trust is built: through execution, not promises. Sustainable growth doesn't come from one catalyst. It comes from getting the fundamentals right. I want to hear from you. Not the "gm" replies or the "wen moon" questions. I want the hard feedback. Where are we failing? What's broken that nobody's talking about? What would make you stay, or come back? If your criticism is constructive, I'll take it seriously, even if it's harsh. If it's just empty noise, I'll keep scrolling. I came into crypto from institutional finance because I believe this technology can reshape how capital markets work. I chose Avalanche because I think the architecture can support that vision. But architecture alone doesn't win. Execution does. Community does. The only way we win is together. 🔺

Analytics PRO is now LIVE! 📊🌴 Now available on Paradise Cloud, Analytics Pro gives serious Tycoons the ultimate edge in Auction House trading! 👇 📈 Historic price data for every item & resource 🛒 Listing + sales history 🔥 Most listed & most sold items 🎯 Demand analysis & opportunity tracking 📦 Oversupply insights …and more features rolling out soon This is our most powerful Cloud feature yet, and one of the most exclusive! 🔥 Unlock requirement: 1,000,000 ⭐️ Paradise Points Why? 👀 Because real-time data, storage, and ongoing analytics come with real server costs, and this tool is built for serious Tycoons! 👑 Want access? Stake $MOANI on Paradise Cloud to earn Paradise Points and unlock Analytics Pro. Become the ultimate market mastermind at paradise.cloud 💰👨‍💼

Island of the Week: Jmary! 🏝️🌴 This week’s spotlight goes to Jmary’s ball rolling challenge on island #759442. A super fun and creative build worth checking out! 🎮 Rewards earned: ✨ Rare NFT: Ancient Double Statue 🧩 200 Creator Tokens 🏆 Exclusive legendary decoration: Tropical Trophy Visit the island now using the player island address #759442 and get inspired!

@JustnThePhotog lol did someone actually fall for that?

Abalaba be like “Hey guys, the price is worse than the bear market lows and the community is in shambles, got any ideas for how to help make it better? Avery what do you got for us?” “What if we say that we spent $300k on a 1 second Super Bowl commercial?” Brilliant Avery, they’re gunna love this!

@hosseeb I agree to most of that, but it takes a lot more than just a good game to make the game succesful. This seems to be completely lost for a lot of people in web3 trying to understand why their bags are down.

With all due respect to Chris, I completely disagree with this take. Chris argues that "web3," particularly crypto-powered gaming and media, failed due to scams and regulation, and that better regulation will unlock these non-financial cases. OK, think about this for a second. Does this pass the smell test? Do you think web3 gaming failed because of Gary Gensler? Do you think web3 media plays failed because the scammers crowded out the honest media innovators? Really? If this is true, why didn't they kill financial crypto, which had WAY more of both? Financial use cases were right in the crosshairs of the regulatory harassment, and they also attracted way more scams. Why shouldn't we instead accept the more obvious answer: non-financial use cases for crypto have failed because no one wants them. Let's just admit it. They were bad products. They failed the market test. It was not Gensler or SBF or Terra that caused these things to fail, it was that no one wanted any of it. Pretending otherwise is cope. Enormous sums of capital and talent explored these ideas, and we should acknowledge what we learned. That lesson is not "if we just had better laws, then finally people would finally be using decentralized Spotify" or whatever. Call a spade a spade. Every single use case in crypto that has worked at scale has been financial in nature. 2008: Bitcoin - non-sovereign store of value 2014: Tether - stablecoins 2015: Ethereum - programmable money 2017: ICOs - capital formation 2018: Prediction markets (Augur, later Polymarket) 2020: DeFi - literally finance is in the name 2021: NFTs - non-fungible financial assets (to the extent they worked) 2024: RWAs (the year BUIDL took off) All this stuff was adopted bottoms-up. We as investors discovered that people wanted to do these things with crypto. The web3 consumer stuff, on the other hand, was primarily conjured up by investors and pitch decks, ZIRP accelerationism, and "wouldn't it be crazy if" blog posts. This was the opposite of the "what smart people are doing on their weekends" thesis. In fact, if you go back to the Ethereum white paper from 2014, almost every single Ethereum use case Vitalik describes is financial in nature: token issuance, stablecoins, derivatives, on-chain treasuries/DAOs, on-chain savings, insurance, price feeds, escrow, gambling, prediction markets. It's all in there. This is nothing to be ashamed of. Finance is almost 10% of GDP. It's an enormous part of the world economy, and banks are some of the lowest NPS score companies in the world. People hate their banks and the outdated financial architectures their money runs on. It's literally why Bitcoin was created. There is so much to innovate in the realm of finance, and I truly believe we are only at the beginning of that displacement. You don't need to assume anything more to project the next 10x in crypto. The old saying goes "crypto will do to finance what the Internet did to every other industry." I respect Chris's optimism. But 18 years in, we should not be propagating this meme about consumer web3 use cases as though they're inevitable. If you are hanging around the rim hoping that crypto is going to disrupt media and gaming, you should know the history and look at it with clear eyes. Now if you as a founder believe that despite that, you know the secret to cracking this market--I respect that, and I certainly don't begrudge anyone to follow their convictions. But I think it's important that investors be honest that all the evidence points the other way.

Tycoons, want to build in Paradise? 🛠️🌴 If you’ve ever thought about building something around Paradise Tycoon, Paradise Chain, or Paradise Cloud, now is the time! 🔥 @AvalancheFDN is currently running a Builder Program with $1,000,000 in funding, open to teams building products on @avax. With Paradise Chain L1 live and Paradise Cloud expanding, we’re opening the doors for builders to create alongside a live ecosystem with real players and real activity. If your project connects meaningfully to Paradise, we want to support you! 🤝 What Paradise builders can tap into 👇 🌴 Paradise assets and NFTs 📊 Paradise on-chain data like trading data and leaderboards 🤝 Help and support directly from the team 📣 Community showcases and marketing support If you’re building something Paradise-related, reach out via DMs on X or open a ticket on Discord. 🗓️ Deadline: Feb 13, 2026 (rolling review, apply early) 🔗 Apply here: build.avax.network/build-games 📖 Read the full article: paradisetycoon.medium.com/build-with-par…