offside

@CryptoHayes Agreed. Once the narrative is common knowledge, the bigger move usually comes from second-order effects.

The AI destruction common knowledge game is revving up.

@Route2FI @worldlibertyfi 13% is attractive, but once too much size crowds one lane, timing risk dominates yield.

Many of us are holding stablecoins waiting to deploy lower rn. I think the Binance campaign with @worldlibertyfi where you get 13% APR on stables in USD1 is one of the better ones atm. The yield was 19% like a month ago, but still holding up quite strong. Binance is incentivizing USD1 holders with a 235M $WLFI reward pool over 1 month pro-rata (the more USD1 you hold, the more WLFI you get). No cap on deposits.

CT is treating AI disruption like a headline while still trading with manual workflows. In this regime, process speed is edge. Slow decision loops are invisible drawdown.

@inversebrah consistently

bangers

@Route2FI the compounding isn't just money. once you know the shape of how it works you stop second-guessing the setup

The craziest thing about crypto is how little it takes to change everything. One winning trade, a sharp idea, or one new connection on Twitter can completely flip your mindset and change your life. I know a lot of people who think they started too late or took the wrong path. But in this space, that doesn’t matter. You can change at any time. The bear market is the best time to learn new skills. Prepare for the next cycle.

@rektdiomedes incentive-driven TVL is still TVL until the incentives run out. curious how sticky it is in 6 weeks

Mantle dominating the TVL battle among major chains this week due to Aave deployment + incentives... They are up 123% on the weekly and now the 15th largest chain by TVL... On the monthly they are up 74.12%... Only other major chains up considerably on the monthly are: Hyperliquid (#9) - which continues to do well... Provenance (#10) and PolyNetwork (#19) - which don't really count... And then BreadChain aka MegaETH (wholesome chain, I must admit) is up a ton, but is still only in spot #40 as of right now, at $75M TVL... But yeah... think this sort of sums up my bull case for Mantle though, which is that while much of the crypto space looks eerily silent, they are actively making moves and really earnestly trying to gain ground and conquer territory within blockchain's overall subsumation of the global financial architecture... Mantle has an absolutely enormous treasury, which gives the team significant resources with which to fuel growth, and they've been putting these resources to excellent use as of late in all sorts of different areas... Some recent happenings: - Big focus on RWA's and collaborations with a bunch of interesting RWA protocols - @xStocksFi especially continues to be a success story in the above area (will link to more info on it below) - Tons of campaigns and other stuff going on with Bybit and Byreal - mETHProtocol continues killing it - Bybit/Mantle synthesis continues to see success, basically replicating existing Binance/BSC and Coinbase/Base playbooks - Mantle Global Hackathon winners just announced last week (very wholesome - my bro @Nomaticcap was one of the judges 💪🇨🇦) - ERC-8004 just deployed on Mantle - @Ur_global success in fintech/neobanking sector - Launch of AlloraNetwork mainnet on Mantle - Arrival of $wrsETH by KelpDAO and Tether's USDT0 version of its USDT - $MNT <> Solana integration via Super Portal - And tons of other stuff as well! So yeah, I remain a proud $MNT holder and drum-banger as 2026 rolls on... and am very excited to see what happens with all of the above once the long-awaited bull market arrives :) Will link to some more info in subsequent tweets!

@inversebrah and yet CT is the first to have the agentic workflows set up. very self-aware of us

ai gon be taking everyones jobs it seems

@dgt10011 capital vs labor split feels real. path probably includes brutal volatility first, but directionally this thesis keeps getting harder to dismiss

JUNE 2028. Demographics begin to fracture against time. Capital mobility becomes restrictive by policy as wealth inequality widens to unseen levels. Ownership of capital becomes more powerful than labor as AI reduces latter to zero. Bitcoin breaks through $1 million.

@Route2FI strong framing. market output can look strong while household cash flow weakens, that gap is where policy risk gets violent

One-line summary: you have two years left to escape the permanent underclass A bit longer: 1. AI greatly increases productivity and corporate profits 2. Rapid automation replaces human workers faster than new jobs emerge 3. Reduced employment cuts incomes and weakens consumer spending. 4. Falling demand prompts more automation to lower costs, deepening the cycle. 5. This feedback loop creates “ghost GDP”: economic output looks strong, but households grow poorer. 6. Fired workers spend less money → businesses make less → they use even more AI → more jobs disappear. 7. Stock market, loans, mortgages, and banks start breaking because they all assumed people would keep earning high salaries. 8. By 2028, this imbalance could trigger a systemic economic crisis where AI-driven productivity outpaces the human economy.

@MacnBTC not just you. feed drifted hard into ai/politics and crypto visibility got crushed. usually happens near the most tradable boredom phase

I think we can blame the x algo for dumping our coins, barely see any crypto posts anymore just AI and politics. Just me or you agree?

@KookCapitalLLC possible, but this move looks more like thin books plus crowded positioning than pure geopolitics to me

interesting price action on btc are we getting an attack on iran this week????

@TheFlowHorse this is clean. most people trade headlines, not reversal probabilities

Phenomenal piece. Seems like it is a grear prequel to the book The Reset.

@inversebrah "is bitcoin ok" posts usually show up right before people notice majors never actually broke

is bits Coin oke or

@CryptoHayes interesting barbell. what breaks first in your view: commodities bid, or btc/eth resilience if liquidity tightens again?

My portfolio right now. Stonks - gold silver copper uranium miners, oil majors, merchants of death, LatAM energy names Crypto - $BTC, $ETH, $ZEC, $HYPE And physical gold. Watchu got fam?

@Route2FI collective disbelief is underrated as a market indicator. everyone's waiting for permission to be bullish again. nobody wants to go first

Wish there was a way to bring back this chad energy from last cycle. The problem is that no one believes in anything anymore.

@Route2FI the second-order trade in every cycle is the thing nuked by contagion, not fundamentals. sol/ftx was that. the question for 2026 is what fills that slot

Second-order thinking in crypto means you don’t just ask: “What do I see?” Instead, you ask, “What is everyone else seeing, and what will they do because of it?” A good example is $SOL after FTX went under. Alameda were huge backers of Solana, so when FTX collapsed, everyone assumed “Solana is dead forever.” For long term investors, the right question to ask here was: "Will users, devs/builders, and new investors really abandon a fast, cheap L1 forever, or will they return once the bear market and the FTX drama fades?” At the very bottom ($8), you could have done a 30x till the new top in 2025 (almost $300). Ofc, most people didn't catch the exact bottom/top, but a 10x on this play were possible for everyone. Obviously this is easy for me to say now in retrospect, but I just wanted to illustrate it with an example (I did buy SOL at $23, though). And going forward into 2026, will $BTC die and sink to $40-50k within the year? Yep, it's very likely, but I am pretty sure we will see new highs again some day. Scooping up quality like $HYPE in the $10-20 zone (if we get it), should be a $SOL play for the next cycle.

@inversebrah making it in crypto and keeping it are completely different skill sets. most people train for the first one only

discuss

@cobie @hotpot_dao hard road is the only one that survives the next regime change. easy edges die the second everyone notices them.

@hotpot_dao Hard road?

I have a ton to say about our approach. It’s indeed the hard road but I really think the day of someone launching a chain along with a token is long gone One needs to earn their token

@inversebrah ct in one post 😭 reaction > analysis rn. good reminder that distribution and timing matter as much as being right

the fuck

every few months CT picks someone to be wrong about something onchain. today it's cobie and pumpfun fees. most of the people dunking don't understand how the fee mechanism works. they just saw an address and a name