Enee ∞
946 posts

Enee ∞
@eneevna
• Somewhere between AI and soul 💙 • building onchain
Base Katılım Şubat 2022
274 Takip Edilen907 Takipçiler

@IcedKnife can’t figure out how many more years this faith is gonna keep smoldering😁
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the teenager-warping-a-meme example is the sharpest part of this. if invention happens at low stakes constantly in humans, and we can’t reproduce even that in LLMs, it’s not a scaffolding problem, it’s an architecture one. paradigm generation might require something models don’t have - skin in the game, embodiment, or just being wrong about reality in a useful way.
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Grok Build is still in beta for another month or so, but is already quite useful for production tasks
Andrew Milich@milichab
Try it out! Favorite features: - <1 second web/X search - Editing and creating assets with Imagine - Great subagent/worktree integrations
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Vitalik posted his EF manifesto yesterday. Most of CT read the headline («smaller ship, sells less ETH») and missed the actual signal.
The facts:
EF holds 0.16% of ETH supply. Other blockchain foundations sit at 10-50%
Vitalik personally: 90% of his net worth in ETH
EF mandate narrowed to CROPS - censorship resistance, openness, privacy, security. Nothing else
Direct quote: «Being as fast and as scalable as possible, only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose»
ETH +2% on the post
This is Vitalik publicly rejecting Dankrad Feist's $1B price-focused org from last week. The split inside Ethereum is now formal:
Vitalik's camp: EF stays small, ETH wins long-term by being the only credibly neutral chain
Feist / RSA / Dedic camp: EF must defend ETH the asset, compete with Solana, behave like a growth company.
What this means for us:
1. ETH the asset will not be artificially defended. No marketing arm, no growth org, no «ETH product» team. If you hold ETH, you're betting that values-first wins on a 5-10 year timeline - not that anyone is going to pump your bag.
2. ETH/BTC likely keeps bleeding short-term. The market wanted a corporate response. It got a philosophy lecture. 2% pop on a manifesto = traders are unimpressed.
3. The actual bullish angle nobody's pricing: Vitalik called for AI-assisted formal verification to make Ethereum «provably bug-free within months». If that ships, it's the strongest moat ETH can build against any L1 - a mathematically guaranteed-correct base layer. Watch for the spec. That's the catalyst, not the foundation drama.
4. For builders: clear signal. EF will not fund or amplify your growth project. Look elsewhere for sponsors. The vacuum is real and someone fills it within 12 months.
@VitalikButerin
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@axctrading Trump’s family is manipulating crypto through the president himself. They load up on Polymarket bets and futures positions before he posts, knowing exactly what he’s about to say and how the charts will react to it
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@eneevna funding was deeply neg going into that wick. market was max positioned short after the etf outflows. trump tweet was just the match, the powder was already there.
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A single Trump tweet on Saturday took BTC from $74,192 to $77,303 in hours. The price move is the least interesting part.
The setup before the tweet:
BTC had bled 4% Friday into Saturday morning
$2.26B in spot BTC ETF outflows over the prior two weeks (CoinShares)
Fear & Greed at 27, sentiment cooked.
Then Trump posts: Iran deal "essentially finalized," Strait of Hormuz reopens. BTC +4%, ETH +4%, DOGE +6%. Risk-on, instantly.
What's missing from the headline:
1. Iran disputed it within hours. Tehran said the deal is "incomplete," they retain control of Hormuz and still hold their enriched uranium stockpile. Crypto didn't care. Equities barely cared. Markets bought the tweet, not the deal.
2. Polymarket is more honest than spot. The Dec 31 2026 peace contract is sitting at 91%. The shorter-dated contracts (deal-by-August type) are much lower. Smart money is pricing "eventual de-escalation, lots of headline chop in between." Rallies fade until something is actually signed.
3. ETF outflow context matters more than the bounce. $2.26B left in two weeks. A Truth Social post does not bring institutional flow back - it brings retail and short-covers. Watch this week's ETF data. If outflows continue despite the green candle, the rally is mechanical, not structural.
4. This is the third "ceasefire pump" in this conflict cycle since April. Each smaller in magnitude than the last. The market is desensitizing to peace headlines while staying fully sensitive to escalation. That asymmetry is the actual edge - long vol on bad news, fade on good news.
What this means for us:
Don't chase green candles on geopolitical tweets. The first move belongs to whoever front-ran the post (and someone always did — check Polymarket volumes 30 minutes before announcements, it's blatant). The second move is fade material.
The actual bullish setup needs three things: Fed cutting on softening data, a signed document, and ETF flows turning positive. A single Truth Social post is not a thesis.
Stablecoin yield and cash are winning May. That's not bearish — that's just the regime. Stop fighting it.
#BTC #CryptoMarkets #ETF

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