Bilbo Baggins

@ACsstyle @0xSammy Billionaire from OPEN-source?

@0xSammy whoever build an open-source decentralized AI as good as Fable was will be a billionaire

There has NEVER been a more obvious time for open source, decentralized AI to have its renaissance moment This is a huge wake up call

Built a sizeable position into $CLAWSTR I believe that as the market matures capital will shift towards infra coins with dev support. I’m still holding a bag of $MOLT, but my main issue has always been the same: the dev has never publicly supported the project. I touched on this in a previous post: "It's always important to remember who the party bidding your own coins are. $MOLT has reached mainstream media so you have a lot of people trading the momentum + narrative attention. Once attention has settled you need a new catalyst to push the price to new highs." That's where $CLAWSTR comes in play. You have two insanely stacked who are building a non-restricted, non-rate limited, completely decentralized social platform that has built in payments within agents. We honestly haven’t seen resumes like this building on Base yet. Devs: Alex Gleason: -Core dev to Nostr (Raised $40M from Jack Dorsey + OpenSats donations to build) -Built the tech stack for Truth Social (Trump’s platform) and served as Head Engineer -Built Soapbox in 2019 — the framework for decentralized social media -Creator of Ditto, Letr, Mostr Bridge, Nostrify -Received the OpenSats LTS Grant to continue building Bitcoin infrastructure Derek Ross: -Previously at Google and Android Authority -Core contributor to Nostr, building Nostr Plebs, NostrNests, ZapTraxs (Social BTC infra), Zaplytics (Social BTC infra) -Collaborated with Alex on Soapbox Credit @missoralways The devs appear fully aligned, and BNKR fees give them a sustainable way to fund development. Considering how high $MOLT and $CLAWD have already gone, it’s hard to see how this doesn’t end up being superior tech. There’s also a possibility they integrate $CLAWSTR as a governance token for the agent system they’re building. With real infrastructure, real dev support, and real monetization, the asymmetrical upside here is massive. Infinite possibilities, and with aligned dev incentives, I think $CLAWSTR goes much higher from current levels. CA:0x81bE0217E166182D35B21E7d65D2b2bb7EA4Cb07 Dex: dexscreener.com/base/0x0a1aa7c…

privacy pools cracked what tornado cash died trying to do. brazilians depositing eth, withdrawing anonymously to arbitrum, spending at local businesses through pix with zero kyc. 1,000 eth tvl building organically. sec chair defended it publicly in december. no token yet. vitalik backed it, coinbase ventures in for $3.5m, european banks integrating through ebsi. when compliance and privacy actually work together, early users get positioned before the token exists.

Ryan Cohen is aping $GME shares while proposing the most investor aligned CEO pay package I’ve ever seen. 500 $GME Calls - Dec 18th 2026 Expiry Purchased these Tuesday but plan to add on any dips. High conviction this is $32+ by October when warrant expire. Place your bets!

ondo dumped 53% into a 1.9b token unlock worth $640m. blackrock, jp morgan, goldman sachs and 18 other banks attending their february 3rd summit in new york. sec chair atkins confirmed attendance. $1.6b tvl generating $80m annual yield at 4.64b fdv. unlock sellers exhausting into the exact moment tradfi shows up

forward industries holds 6.98m sol worth $890m but trades at 0.7x nav. sharps technology has 2m sol worth $255m running a coinbase validator. upexi owns 2.4m sol worth $306m. combined 11.38m sol or 2.4% of circulating supply locked in staking earning $87m/year. buying the stocks not the token gets you leveraged sol exposure at 30% discount to holdings. cme futures february 9 brings hedging tools for corporate treasuries to accelerate accumulation

trove did $90m volume on a $600k market cap. 150x ratio because the token launched with 100% unlock after raising $11.5m. community rage-sold the ico structure before seeing the product work. now they're routing 70% of fees to buybacks. if mainnet holds $50m monthly volume, that's $175k monthly buybacks on a $600k cap. the tokenomics were trash but the product prints

golem network trades at $284m market cap with 40,000 eth treasury worth $131m. that's 46% of market cap in liquid eth, not including 9 years of gpu compute infrastructure or the $200m salad partnership from last week. glm at $0.28 when treasury alone backs $0.13 per token. buying operational businesses at half treasury value is the easiest arbitrage in crypto

You can now register for the Zama Public Auction. Click here: auction.zama.org/register

memeland has 770,000 holders at $56.8m market cap. that's $73 per holder. nft claim dilution ended october 2nd and price dropped 20% after the sell pressure disappeared. stakeland distributed $70m to users, acetrader launched perps beta, 9gag integration hit 50m views. market pricing this like a dead nft project when it's the most distributed token under $100m with zero remaining dilution.

canton network processes $280b daily in treasury repo settlements through goldman and bnp paribas. $cc has zero vc token allocation, 100% circulating from launch. dtcc just got sec approval to pilot tokenized treasuries on their rails. trading at $2.64b fdv for the backbone of $6 trillion in tokenized assets because defi dashboards can't see institutional settlement volume.

curve captures 44% of all ethereum dex fees. not stablecoin dex fees. all dex fees. protocol revenue hit 2022 levels when crv traded $3-6 but the token sits at $0.40. votemarket distributes $808k weekly across 79 campaigns fighting for curve liquidity. egorov's leverage unwind created 18 month overhang on a protocol that prints cash.

fantom to sonic migration required manual bridging through sonic gateway. binance delisted ftm 11 days after migration opened without confirming s token listing. traders faced three options: hold through delisting, pay gas to manually migrate, or dump immediately. 97% chose dump. binance held 25-30% of supply. no exchange coordination before rebrand announcement meant instant death spiral to $0.078 from $3.46 peak. operational incompetence, not tech failure.

f(x) protocol recorded zero liquidations on october 10 when $20b got liquidated everywhere else. fx100 just launched december 18, first perpetual platform that can't liquidate you. fxn token at $26 with $1.71m market cap after protocol did $914k revenue in 27 days. progressive liquidation replaces getting instantly rekt with gradual position unwinding. base expansion coming q1.

collector crypt generates $10m quarterly revenue with 150% qoq growth and trades at $9.45m market cap. cards token pricing the business below its q3 revenue alone. magic eden integration live, 35k+ pokemon pack openings, sharkyfi lending active. market treating a profitable infrastructure business like a failed shitter launch

babylon's co-staking requires 20,000 baby tokens per btc staked. 57,759 btc locked needs 1.155 billion baby tokens but only 690 million exist in circulation. that's a 465 million token shortage before a single new btc gets staked. down 96% at $0.0172 with aave v4 integration testing q1

This is a 50-Yr chart of Silver futures The red arrow marks my 1st trade in Silver The $50 level rejected Silver in 1981 and 2011 The price has now sliced above $50 Corrections should find support in the low $50s Upside targets exist at $87 and eventually $200-plus $SI_F