$SNEK HOGAN 🐍

Thank you for the coverage @guardian theguardian.com/technology/202…

@goofy_crisp Flogging a dead horse unfortunately, this chain is hopeless. This should’ve been 4 years ago 😭

A 6.5% swap loss on a $100K ADA–USDCx trade. This is why we need to deploy blockchain-wide strategies ASAP to boost stablecoin liquidity and reduce swap fees.

@ClubFak My goat 🐐

all the cardano bulls that sold you hopium for years are pivoting out... lol and the man that told you the truth for years ME is still here

@RaoulGMI @parataxis_cap So wen banana zone??

The four-year cycle isn't the story anymore. Ed and TJ from @parataxis_cap joined me to break down what actually drives crypto from here. Liquidity, macro, ETF flows and, the coming wave of AI agents. As ever, please enjoy!

@jason_borck Missed the adoption curve, focused too much on theory. Run like a science project not a business

Its a complete SHAME that Cardano never got the run it deserved 💯 Yes there were a lot of mistakes and things that should have been done differently, but at the same time... I have never seen such a supportive community when it really comes down to it. So many selfless builders that genuinely believed in the vision and took huge monetary sacrifices to try and build it on Cardano. Over the 5 years I have seen hundreds of fellow builders (a lot with the right intentions too) run out of funds and be forced to throw in the towel. Unfortunately, there are a lot more white flags coming and this is the byproduct of failing to get real PMF and attract new people to the chain. I am seeing a lot of the core issues finally getting addressed/worked on, but in a pessimistic view it came a little too late as we are now dealing with a system wide issue (people in general have been burned, dont like crypto, dont trust crypto, and will never touch it again).

@DailyLoud I can get paid for data now 😍😍

This company will buy all of the photos in your camera roll to feed its Ai.

@DailyLoud upload today: apps.apple.com/us/app/kled/id…

Today, we’re announcing our $5.5M Seed round to build the first human data marketplace. Backed by Sebastian Thrun (Founder of Waymo), Aglaé (Venture Fund of Bernard Arnault), K5 Global, Diplo, Parable VC, Cox Exponential (CX2), Daniel Greenberg (Founder of MSCHF), Harrison Shih (DoorDash Labs), Kent Lacob (Owner of Golden State Warriors), and more. This brings our total financing to $9 million. (Thread)

@AltcoinDaily Yeah 50% of his audience who are all under 12 will buy ethereum…what planet are you on bruh 😭

MrBeast averages 1 billion+ unique viewers every 90 days All MrBeast has to do is mention "I'm buying Ethereum" once in a video and if just 50% of MrBeast fan watching buys only $100 worth of $ETH that would push Ethereum price up to $10,000 tomorrow.

@weibnb $snek and only $snek

I want to help a memecoin. I’m buying 1-2% & sending it to 120M. Which memecoin deserves it?

@JamesRuport We all fucked up bro no sweat 😂 learning curve. My 2nd cycle round trip I feel RETARDED, maybe I am

Like why didn’t I just sell, this was my window for time based capitulation, but was too big of a pussy to do it

Imagine the cope if this is a bull market correction and super cycle happens 🤣🤣 banana zone bros will go wilddddd

@RaoulGMI @Jamie1Coutts Is the 5.5 year cycle still in play boss??? People are wondering 😂

@Jamie1Coutts You've done a great job. Don't be hard on yourself. You are not trying to be a market timer

1/ The BTC crash will prompt deep self-reflection. Here's mine as I review the last 4 months from the peak. Price action was clear from the $90K breakdown in January. But it was back in September when I first saw the potential for turbulence: x.com/Jamie1Coutts/s… At the time I wrote: I expected a Fed pivot. We got one (end of QT → "Reserves Management"). I expected the business cycle to inflect higher. It has (ISM 48 → 52.6). I expected a "normal" 25-30% pullback. We are now in a -50% pullback. BTC is a core position but in Sept and October I derisked some peripheral positions. I could have done alot more. My liquidity model was actually inflecting higher so I held ground. But the technicals were decisively bearish. I saw it and didn't act. That's on me. 2/ Why didn't I act more aggressively? Because I failed to respect how wide the gap between thesis and price can get. If your time horizon is short, the only thing that matters is price. I also underestimated how finite marginal liquidity really is. October 10 rugged the broader market, AI scarcity repriced where capital flows, and the deleveraging event hit simultaneously. Crypto got cut from the marginal liquidity equation in real time. This isn't a blame game. But everything in markets is relative, and I didn't adjust fast enough. 3/ The deeper failure is one I think many share. The psychology of this market reflects collective belief. And the collective treats BTC and crypto as an ATM, not a utility. When the primary use case is "number go up" and price detaches from the utility function, markets distort. Previous cycle gains created a withdrawal reflex, not a conviction base. I knew this intellectually. I didn't price it into my risk framework. There's a gap between understanding market psychology and actually respecting it with your positions. Thats why TA is powerful. 4/ None of this changes my long-term view. BTC remains a core position. Blockchains are becoming integral global infrastructure, and that trajectory is accelerating. AI agents will need permissionless, programmable rails to transact. They won't wait for legacy banks to negotiate deals that preserve their margins at the consumer's expense. By the time incumbents finish lobbying for regulatory moats, the early agentic economy should be visible for all to see. The cycle pain is real. But my thesis remains intact. Today's move is approaching capitulation levels on many metrics. However, credit needs to go to folks @intocryptoverse and @cburniske, who applied a different framework and were early/right. Disagreement between analysts who do the work isn't failure. It's what tests robustness. That's how the craft improves. 5/ One more thing. Every analyst needs a framework that suits their own psychology and time horizon. No framework works 100% of the time. What matters is that you do the work, build a thesis, test it, and evolve it. People like @RaoulGMI and @JulienBittel have done that consistently. Their track records speak for themselves. Let the poo flinging commence.

@CryptoJebb Black swan type shit. I wonder what’s happened behind the scenes. Is it an exchange or it’s as simple as people are just derisking

We’ve been calling for $58k since we were above $80k. Just hit $60k flat. Now let’s see if we go lower. Very possible that we go into low $50ks. This has been very rapid.

@RaoulGMI Don’t worry everyone “it’s panic in a bull market”

Hey least the ISM is above 50!!!

@DonnyDicey Wen banana zone?

All jokes aside with all things considered. This is the type of BTC nuke to start a 10 year bull run.

@bigpey Didn’t you get a fuck tonne of money from the treasury to promote cardano bruh 🤣🤣 get back to being a moon boy

I'm not buying ADA anymore. Its obvious to me that Midnight will suck up a lot the intellectual capital. Its a better pitch to retail. The whole community is focused on selling nerdy infra when the markets have proven infra doesnt matter. Products and marketing does.

@ClubFak Snek is the only shining light on cardano 😍

@phillyboycrypto No u don’t have to ur a real one

Where all my cardano people telling me cardano was the way ? I need your apology in my reply’s rn I was RIGHT and you were WRONG