Kaybee

Prediction markets just leaked the entire Spotify Wrapped a day early. In October, prediction markets leaked the Nobel Peace Prize winner the night before the announcement. This month, the same trick leaked Spotify Wrapped’s top artists. Just like Nobel site, The Spotify Newsroom blog is run on WordPress. If you know where to look, you can query when they upload new images to the media library. Anyone who studied previous years would know that Spotify uploads the Wrapped graphics there before the blog post going live. So if you’re watching that feed, you can see tomorrow’s “big reveal” today, and trade on it before any public announcement. All year, Spotify’s streaming numbers are public, so most of the prediction markets on the event were already trading above 90%, but one ranking was a big surprise. Drake was on track to finish as the #3 artist globally, ahead of the Weeknd by over 2 billion streams. On the leaked graphic, he suddenly shows up at #4. This is likely tied to Spotify’s recent lawsuit over botted streams. It looks like they filtered out a huge chunk of Drake’s streams. The market on Drake was trading >95% yesterday morning and then began to dump and this image hit the site and traders discovered it. I got rinsed because I assumed the streaming numbers were static. Turns out Spotify can (and did) rewrite the data. Spotify wrapped officially drops tomorrow, but if you take a quick online web scraping course, you can figure out the whole list a day early!

@olliegarch gbeans x.com/bearlyai/statu…

Without googling, name something/someone significant from the UK

@blue_clarity loaded? more like mental capacity overloaded

Wow 5 years in Crypto? You must be loaded! Me:

@whatsallthiss massive congrats!!!

I’M GOING TO BE A DAD ♥️ The moment I found out- Hannah had put up a sign that said ‘Welcome Home, Dad’ after my trip to Mumbai. Took me a second to see the ‘Dad’ 😂😂 I can’t believe it, what a feeling

@nevlyfans big brain move

This is a masterclass in sentiment, narrative & supply structure One of the biggest issues of TGE's has been charts getting nuked from early investors - almost every launch has failed for years because of it. Cobie wrote in one of his Substacks about locked token cost basis and phantom pricing, and honestly, I think it’s overlooked all the time. His point was for the last however long the system has incentivised inflated, low-float valuations - creating paper gains on locked tokens, which in turn creates false confidence and unrealistic expectations. This move in my opinion, directly combats that by raising the cost basis of a number of early tokens -aligning sentiment and structure before the TGE even happens. I still think often 'why don't more people read cobies substacks'. I feel it's full of literal gold, i've mentioned it already in a video referencing this same article before. All in all - the more tokens sold at a higher price, the better, especially locked ones - possibly having an even higher impact than open market trades at higher valuations. Will be interesting to see how the TGE itself goes, and compare it to Monad. While these are competing within the crypto sector - the environment is different now, with competition beyond into regular tradfi and large institutions. Cool to see, MegaETH stacking another W before the product is live, I hope the product itself can live up to the preamble.

@DeanKD_ @fortyiq @jonwu_ excited for what comes next for you mate big things ahead

Personal update: I'm stepping down as CEO of @fortyiq Grateful to @jonwu_ for being the best possible partner and mentor through it all Full video tomorrow on what I learned and what's next.

🚨BREAKING: Crypto liquidations soar to $9.4 BILLION in 24 hours – the LARGEST single-day event ever. Bigger than LUNA. Bigger than COVID. Bigger than FTX. We just witnessed history.

@0x_Abdul what happened post march 2020 that's where the real alpha lies

holy shit this feels like the march 2020 covid crash

@GianTheRios there goes my wild friday night *opens tradingview*

@_k4ybee I am now long

4chan prophecy coming true?

I know there are a lot of emotions right now and this flush is in the top 3 all time There are a lot of people in incredible pain right now, myself included in that Not really a lot to say, but just check in on your friends if you have moment, make sure they are okay. You never know what someone might be going through right now

@0xsammy markets really making sure all spot gets liquidated as well at this rate

JFC, China tariffs did all this to my coins? Insane bounce though; 24 hour leverage wipeouts are gonna be nuts

@DeeZe bulls on top ...?

surely this is a bullish dip

the white wolf awakens what stage of the cycle is this?

been in crypto for multiple years first time seeing a bloodbath of this scale across the board wow

@blue_clarity anthropic and claude really working hard to be the shoreditch of LLMs cool to see a tech brand embracing culture and lifestyle in this way

It’s a brilliantly executed positioning campaign. Anthropic has cut through the droves of “everything is nothing” messaging adopted by competitors and decided to also push back against the narrative that LLMs kill deep-thought and will flood the world with slop for brains content. Some people are framing this as mediocre ... “tech bros can’t do marketing” or “they just think it’s good because they’re being culturally targeted for the first time" but that misses the point entirely.... The campaign works so well because it’s rooted in clarity of positioning, executed cleanly, and deployed in exactly the right context. The IRL activation was perfectly chosen for the audience demographic, and the message lands because it reframes what people fear about AI into something deeply human. Not to mention they are saying the things that their competitors are not, so its so clean with differentiation it resonates even more deeply. "when your competitors bleat the same thing, do the opposite".

@czamaru I've been wormholing into this way of perceiving societal evolution, it's super interesting and not too late to still position ourselves well need to come through to superteam co-working one week soon for a collaborative brain dump on this topic

Thinking is now a luxury good. That’s why you all want the community currency of being considered “a thinker”. Attention is stratifying like wealth. The ability to engage with long-form ideas is increasingly a status symbol, while much of the world subsists on memes, AI slop, and constant short-form distraction—you want to come on top as the antithesis of that, detached from the capitalist pressures of constant production and instead, to be a slow absorber of knowledge, a Producer.

@Gemini price chart ASMR, thanks intern

THE ULTIMATE SCREENSHOT

@0xcoconutt insane CAC and retention if true out of interest where are you getting these metrics from?

if you’re building a crypto neobank, study nubank CAC @ USD$5-7, with 80-90% organic user growth, 80%+ user retention rate crypto neobank CAC is so high because of airdrop or yield, but user retention rate is so low, reflected by how fast token dumps. most crypto apps also don’t solve real life problems that people face everyday - credit card debt, installment plan, fx rate growing neobank with a regional focus, not a one size fits all here are some token so you will use my app strategy

@AlexOnchain look forward to seeing your anonymous PFP on stage defo not holding you back

they ran out of other options so invited me will try and think of something smart to say