kjell

25 posts

kjell

kjell

@qrevii

Katılım Mayıs 2018
29 Takip Edilen12 Takipçiler
kjell
kjell@qrevii·
@AltcoinDaily every cycle the same, $ETH is too far away, its not always the best tech or the fastest or cheapest
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Altcoin Daily
Altcoin Daily@AltcoinDaily·
Why #SUI Will Flip Ethereum Mysten Labs Co Founder Explains 👇
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kjell
kjell@qrevii·
@GordonGekko sideways? april 25 at 1.500 usd and 6 months later at 5.000usd. its not an pump and dumb or a high risk/reward coin. i dont know what yall thinking ether is not going top 20-25k. im happy when it will break 10k in 2030
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Gordon 🐂
Gordon 🐂@GordonGekko·
ETH has been going sideways for 4 years now. Imagine the breakout.
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OPENheimer (𝔦, 𝔦)
OPENheimer (𝔦, 𝔦)@JR_Openheimer·
i'm afraid you have missed the main point the issue isn't the current numbers, but the lack of any plausible mechanism by which this could work, now or in the future I've always thought @DavidDeutschOxf's "grass cure" brilliantly illustrates this share.google/aimode/66biqZR… the theory "eating a kilogram of grass cures the common cold" is experimentally testable but no one tests it, because it contains no explanation of how or why it would work we rightly presume it is false. it is and never should be tested because there is no plausible mechanism by which it could work. see e.g. here for details share.google/aimode/66biqZR… the current narrative around TAO is confusing "there's no reason to believe this will work" with "we are bravely advancing knowledge through experimentation" in fact nothing is being learned, and it just a strategy to get attention to pump the token do you see what I've getting at?
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Noah | NCBTRADES
Noah | NCBTRADES@ncbtrades·
Bittensor $TAO coded. @elonmusk you aware of Bittensor?
Elon Musk@elonmusk

@pmarca A friend of mine showed me his OpenClaw setup. He runs open source models locally on his home computers for easier stuff, but spends ~$200/day on frontier models.

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kjell
kjell@qrevii·
@JR_Openheimer @ncbtrades @elonmusk (2) The key question isn’t today’s revenue, but whether real usage can grow over time as emissions decline. Some subnets already show early traction — small, but expected at this stage. Calling it economically meaningless assumes the model won’t evolve. That’s still unproven.
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kjell
kjell@qrevii·
@JR_Openheimer @ncbtrades @elonmusk (1)The criticism is fair on current numbers — TAO is still emission-driven. But that’s normal for early-stage networks. Bitcoin and Ethereum also relied on incentives before real demand kicked in.
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kjell
kjell@qrevii·
@pumpolinsky not for the long term, top 50 coins come and go
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Pumpolinsky
Pumpolinsky@pumpolinsky·
You have 100,000, how are you allocating? 👇 • 🤖 Bittensor ( $TAO ) • ⚡ Kaspa ( $KAS ) • ⭕️ Render ( $RNDR ) • 🧠 Qubic ( $QUBIC ) • 🧬 ICP ( $ICP ) • 🤖 Hedera( $HBAR ) • 🚀 Solana ( $SOL ) • 🌊 Sui( $SUI )
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kjell
kjell@qrevii·
Unpopular question about $TAO: What stops large subnets like Templar or Targon from eventually forking out of Bittensor once they're big enough? The incentive structure works early on – but at scale, why would a dominant subnet stay dependent on TAO? Genuinely curious👇
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kjell
kjell@qrevii·
@AltcoinDaily true, only a handfull alts will be relevant in the future. $LINK $ETH $BTC
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Altcoin Daily
Altcoin Daily@AltcoinDaily·
Most altcoins will die.
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kjell
kjell@qrevii·
@esatoshiclub focus only on $BTC $ETH and $LINK, all other coins are not here to stay long
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Satoshi Club
Satoshi Club@esatoshiclub·
November 2021. $1,000 into each narrative. Here's your diversified portfolio today: Metaverse: $1,000 in $SAND → $18 $1,000 in $MANA → $25 $1,000 in $AXS → $5 Ethereum Killers: $1,000 in $SOL → $295 $1,000 in $AVAX → $62 $1,000 in $DOT → $26 $1,000 in $ADA → $81 DeFi: $1,000 in $CRV → $36 $1,000 in $SNX → $10 $1,000 in $CAKE → $27 Gaming: $1,000 in $GALA → $12 $1,000 in $ENJ → $8 Memes: $1,000 in $DOGE → $125 $1,000 in $SHIB → $54 IoT / Infrastructure: $1,000 in $FIL → $11 $1,000 in $GRT → $9 $1,000 in $THETA → $11 Total invested: $17,000 Total today: ~$815
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Scott
Scott@ScottHawley1973·
@2xnmore ONDO token and ONDO finance are two separate things in reality
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2xnmore
2xnmore@2xnmore·
Unpopular opinion. $ONDO is the most important altcoin in this cycle and nobody is talking about it correctly. This is not a DeFi token. This is not a governance play. This is the first real bridge between Wall Street money and blockchain rails. Tokenized treasuries, Institutional grade yield is on chain and accessible to anyone. BlackRock does not show up to projects that are not serious. The debate should not be whether RWA wins. It should be whether you are positioned before it does. Follow me, I follow back fast. Try me. Agree or are you missing the point? 👇 @OndoFinance #RWA
2xnmore tweet media
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kjell
kjell@qrevii·
@Tanaka_L2 @OndoFinance But why? Do you think the token will have a real use case in the future? That's the only thing that got me stay away from $Ondo
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Tanaka
Tanaka@Tanaka_L2·
I just sold all my $LTC and went all in on $ONDO | @OndoFinance Yeah, I didn’t FOMO. This decision came after I spent a lot of time digging into the project. $ONDO is clearly one of the most undervalued tokens right now. Why do I say that? Because fundamentals are going up, but the price hasn’t reflected the true value yet. Let’s look at the current data: – TVL: ~$2.919B (new ATH). – Market Cap: ~$1.31B → MC/TVL ≈ 0.45 – Tokenized stocks TVL: >$700M (~58–60% market share). – Tokenized treasuries: ~$2B TVL (largest in the market). → MC/TVL below 0.5 is extremely rare for top-tier protocols. → This usually signals the market is underpricing adoption. Not only that, Ondo is clearly leading the RWA space, especially in tokenized stocks, a segment I rate very highly in terms of potential. – Tokenized equities volume: >$7–13B in less than 6 months. – Revenue (first 2 months of 2026): ~$15.2M. – Annualized fees: ~$48.95M. → Top-tier revenue, yet market cap is still only ~$1.3B, which honestly doesn’t make much sense. What caught my attention even more is the “disconnect”: – Price is down >80% from ATH (~$2.14). – TVL increased significantly (~$1B → ~$2.9B). – Tokenized equities TVL grew 27% in just one month. → Fundamentals are going up, but price is going down, even though there were no token unlocks until Jan 27, 2026. This likely means early buyers at higher levels lost patience and exited at a loss. From a valuation perspective: – ~$50M annual revenue. – ~$1.3B market cap → very low P/S ratio. – Analyst targets: $2.1–3.4 (~7–12x upside) Personally, I think at the ~$0.26-0.27 range, $ONDO is clearly undervalued. Onchain growth, market share, and revenue are all increasing, but price hasn’t caught up yet. → This is the opportunity. The market will recognize it sooner or later. Bookmark this tweet and check back in 6–9 months. Just buy and hold $ONDO. Ofc, NFA. (Personal research)
Tanaka tweet mediaTanaka tweet media
Tanaka@Tanaka_L2

If you ask me what the next market trend is, I would say tokenized stocks 🧵 Because at the end of the day, it’s solving real demand. I personally want exposure to US equities, but there are still too many barriers. Even when access is possible, it often goes through intermediaries, and you still depend on brokers, which adds layers of risk. That’s why tokenized stocks make sense. It opens access for non-US users to gain exposure to US equities directly onchain. And it’s quietly becoming one of the biggest narratives within RWA. I believe it’s only a matter of time before this sector accelerates. If we look at current data: – Tokenized stocks TVL has crossed ~$1B – Monthly transfer volume ~$2.5-2.7B – ~180K–200K holders and ~85K-90K active addresses – Total RWA market: ~$23-26B (roughly 3-4x YoY growth) → The data is already pointing in one direction: this sector is still early and continuing to expand. What matters even more is capital flow and adoption: – Ondo holds roughly ~55-65% market share in tokenized securities. – Franklin Templeton (~$1.5T+ AUM) has launched tokenized funds and is expanding into tokenized ETFs. – Major exchanges and infra players are actively exploring 24/7 trading rails for tokenized equities. To understand the upside, zoom out: The global equities market is around ~$110-115T. If only 1-5% moves onchain, that’s already a $1T-$5T opportunity. So where is the opportunity for retail? In my view, it’s owning the tokens of projects building this infrastructure. These are the ones I’m watching: – $ONDO | @OndoFinance leading in tokenized equities and ETFs distribution. – $MPL | @maplefinance → lending infrastructure for RWA capital. – $CFG | @centrifuge → tokenization of real-world assets. – $POLYX | @PolymeshNetwork → compliance-focused chain for regulated securities. Of course, NFA. DYOR and make decisions based on your own risk profile.

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kjell
kjell@qrevii·
In this stage of market which one would you prefer? 1 $ETH or 7 $TAO
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Renz
Renz@RenzMaxR·
Most Altcoins are going to die until 2030… they‘re slowly going to zero. Do you believe that $Kaspa will survive?
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kjell
kjell@qrevii·
1 $ETH or 7 $TAO and why?
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kjell
kjell@qrevii·
@androteam1 @TaiikNnew heisst nicht, dass ich am ath investiert habe, beschäftige mich seit dem einfach damit. Und finde das Konzept und die Idee dahinter einfach genial.
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andro team
andro team@androteam1·
@qrevii @TaiikNnew Seit 2 jahren ? Also am All Time hoch angefangen lol Kollege ich bin seit 5 jahre , 2021 gabs viele projekte über das so geredet wurde Terra Luna war beste beispiel
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kjell
kjell@qrevii·
@androteam1 @TaiikNnew ca. 2 Jahren, aber das hat nichts damit zu tun, dass man sich nicht mit dem Projekt beschäftigt hat ;)
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andro team
andro team@androteam1·
@TaiikNnew Hat kein usercase,kein nutzen , shitcoin Die Besitzer pumpen es hoch um dummen retail es zu verkaufen
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kjell retweetledi
Sui
Sui@SuiNetwork·
Nasdaq just filed to list the 21Shares SUI ETF — a spot ETF backed by the SUI token. From $300M+ in global ETP inflows to a potential U.S. listing, institutional momentum for Sui is very real. Next stop: institutional adoption.
Sui tweet media
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