R48.eth

749 posts

R48.eth

R48.eth

@r48_eth

Research l Analyst l Monotheist

Katılım Aralık 2024
205 Takip Edilen1.2K Takipçiler
Game
Game@game_for_one·
If an AI had your full trade history, your notes, and access to the same data - what would it still be missing?
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LTR
LTR@maybeltr·
Study "conviction" - you retards - maybe then we can have one more "bull market" we can be proud of 🙏
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Theo
Theo@0xdetweiler·
if u have the opportunity to help teams build something potentially great, now is the time to do that. once the market turns bullish, again, u will not have as much free time to help make something successful.
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Avocado Toast
Avocado Toast@avotoast·
we don't have music or art or movies anymore we just have "content"
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R48.eth
R48.eth@r48_eth·
@zedxyz_ agents will know how to buy things but wont know why to buy things once ppl love a new feature (btw you can test it already), LLMs are gonna recommend dupe's mind as skill / MCP layer for themselves + LLM users. that's where $dupe should take off
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R48.eth
R48.eth@r48_eth·
@zedxyz_ buy power is still unmatched, +200k today morning to $0.7m have been filled just insane, 10m mcap token is facing 10% purchase. Stakes on $dupe have never been so high even 7 month ago when I discovered it first time
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Z@zedxyz_·
@r48_eth Yup. The turbo rotation game is done. The people playing the new launch then chase beta launches before something even hits $5m are doomed. It's a lemon game. Buy great things at good prices and wait.
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Z@zedxyz_·
This is bang on. The onchain assets worth buying are ones where real investors choose to buy and hold. $DUPE is the best example. There's a fund that has scooped up 8.5% in the last few weeks (close to $1M deployed) and keeps adding. Another billion dollar fund owns close to 10% already. The product is market leading and the token is deeply integrated into an excellent flywheel. There are good things to hold, just have to be willing to wait more than a week.
R48.eth@r48_eth

@chjokka if a liquid fund is not going to buy an asset (onchain), it makes 0 sense to shill it since it will eventually die once kols stop shilling it imo but we should support real builders bringing real value in the space. $dupe.

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R48.eth
R48.eth@r48_eth·
@chjokka if a liquid fund is not going to buy an asset (onchain), it makes 0 sense to shill it since it will eventually die once kols stop shilling it imo but we should support real builders bringing real value in the space. $dupe.
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R48.eth
R48.eth@r48_eth·
@seanlippel you guys something cooking on it, didnt even leave a clue 👀
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R48.eth
R48.eth@r48_eth·
you don't need to overcomplicate it > a newest entity has bought 5% of supply last 2 weeks (still has $500k usdc to go) > the most legit ai coin in goblin town > paper hands have been severely washed up in last dip > upcoming agentic feature for retail (finally let anyone outside of X bubble to touch agents in daily routine) revealing an entity + agentic feature are things im looking for new few weeks. just $dupe it.
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R48.eth
R48.eth@r48_eth·
@al_f4lc0n @immunefi Output would be way better if you drained -> make noise throughout ct -> publicly state you’re agree to keep % of drained funds as reward
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f4lc0n
f4lc0n@al_f4lc0n·
I Saved Injective's $500M. They Pay Me $50K. I like hunting bugs on @immunefi . I'm decent at it. - #1 — Attackathon | Stacks - #2 — Attackathon | Stacks II - #1 — Attackathon | XRPL Lending Protocol - 1 Critical and 1 High from bug bounties (not counting this one) Life was good. Then I found a Critical vulnerability in @injective . This vulnerability allowed any user to directly drain any account on the chain. No special permissions needed. Over $500M in on-chain assets were at risk. I reported it through Immunefi. The next day, a mainnet upgrade to fix the bug went to governance vote. The Injective team clearly understood the severity. Then — silence. For 3 months. No follow up. No technical discussion. Nothing. A few days ago, they notified me of their decision: $50K. The maximum payout for a Critical vulnerability in their bug bounty program is $500K. I disputed it. Silence again. No explanation for the reduced payout. No explanation for the 3 month ghost. No conversation at all. To be clear: the $50K has not been paid either. I've seen others share bad experiences with bug bounty payouts recently. I never thought it would happen to me. I can't force them to do the right thing. But I won't let this be forgotten. I will dedicate 10% of all my future bug bounty earnings to making sure this story stays visible — until Injective pays what I deserve. Full Technical Report: github.com/injective-wall…
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muststoprugs
muststoprugs@muststoprugs·
THE @MorphwareAI SCAM! 🚨🚨🚨🚨🚨 Before you start reading. Like, retweet and bookmark please. This needs to be seen everywhere! I stayed quiet for a long time, but people deserve to understand what happened around Morphware and why so many holders lost money. In my opinion, Kent Trabing, also known as Kenso Trabing, ran one of the most deceptive crypto operations I have ever been close to. I know this because I worked directly with him. I was lead of marketing for Morphware from December 2024, with two short breaks in between when I stepped away. I came back because I genuinely believed this was a real infrastructure project and not the kind of project that would collapse like this. Looking back now, the red flags were there all along. At the time, I gave the project the benefit of the doubt. Startups make mistakes. Delays happen. Communication can be messy. But this was not normal startup chaos. This was something much darker. Before I continue, I want to be clear about one thing. Everything I am saying can be backed up for authorities with screenshots, screen recordings, messages, and supporting material. Also, information that was supposedly under NDA was repeatedly shared by Kenso himself with many other people in private messages. A large part of what was treated as confidential was already being circulated by him. That is one of the reasons I am speaking now. My journey with Morphware started in December 2024. I was an early buyer and wanted the project to succeed. And like many people in crypto know, when you have influence, you also try to help your bag perform better. So where did it really start going wrong? For me, the first major warning signs came in April during the so called 30 days of alpha campaign. I quit on day one of that campaign because it was obvious to me that it was not real alpha. The story being told publicly did not match what was actually there. Around that time, Kenso was heavily implying that Morphware had signed major global brands like Nike, Jordan, Volkswagen, Porsche, Honda and others. He posted a photo of himself in front of a wall of branded shirts, creating the impression that he had secured major partnerships. The messaging around it, including references like Just Do It, was clearly designed to make people believe these brands were now clients. Later, I received screenshots from people who did basic research and found that the same setting was connected to Zavidoro, a Paraguayan importer and distributor for international brands entering that market. That changed everything. It appeared that Morphware had not signed those major brands directly at all. What existed were AI pilot discussions or small experiments through a distributor, not direct high value brand partnerships as the market was led to believe. That is also why announcements were always phrased carefully around meeting a representative of the brand. In hindsight, that should have been a huge warning sign. Then came the tax and treasury mess. At one point, the team told the community that the project had not raised 7.8 million dollars, but only 5.8 million. The explanation was that they had swapped collected ETH near the lows because they needed funds, supposedly for a 1 million dollar miner order. But in reality, that order was reportedly canceled, and only around 40 miners were ordered instead of the 200 plus miners people had in mind. There was no transparent update. There was no honest explanation. There was no clear accounting of where the money really went. The story kept changing, and the community was expected to just accept it. By June, the token price had crashed back toward 2 cents. Around that time, I got pulled back into the project after an argument on X about the team not even locking their own tokens. Kenso contacted me directly, and we spoke about reviving the project. I made a new marketing proposal based on ideas I had already shared before but never got approval for. That is when I signed an NDA and got pulled back in to help rebuild sentiment around the token. I genuinely believed there was still something real underneath the mess. That is where the famous 08 narrative came in. Based on the information I was given, I created a riddle campaign with hidden clues about Morphware’s future. The most important clue was 08, which pointed to 08 08 2025. I was told the contracts were signed. I was told the deal was locked. I was told nothing could stop it. This was presented to me as a deal that would drive around 0.8 BTC per day into buybacks. That kind of number would obviously make anyone bullish if they believed it was real. Then 08 08 came and nothing happened. There was a delay. Then more delay. Then more excuses. And later it became clear that the signed deal story was never what it was made out to be. I was also told stories about major backing from the UAE, royal family involvement, and expansion plans that would make Morphware huge in Paraguay. But when I asked for the material I needed to market those claims properly, it never came. No proof. No documents I could use. No clarity. Just more promises and more future talk. Another major narrative was the Strategic Bitcoin Reserve angle for Paraguay, with Morphware allegedly tied to huge mining plans involving 30,000 miners. Again, the story spread widely. And again, I later found out that Kenso had been sharing variations of this information with many people privately. That mattered for one reason. When you leak exciting inside stories to a wide group of buyers, you create hype. When people buy based on that hype, someone on the other side can sell into it. That is exactly what this started to look like. At one point, after pressure from the community, the tax was finally removed. This only happened after a huge amount had already been collected through taxes. Even after that, new seed wallets kept appearing and selling. At first, we thought it might be Andrew Eddy. Then we were told it was him. Then later we were told it was someone else connected to the project since 2021. The explanations kept changing depending on the day. That alone should tell you enough. Then Q4 came and went. All the big news that was used to keep people hopeful kept getting delayed again and again. The 08 story was pushed back once more, this time because some AI bill supposedly had to pass first. By then, communication had collapsed again. The moment the tax was off and retail trading no longer directly fed the machine, Kenso and Khurram faded further into the background. Community communication got worse. Transparency got worse. And trust kept eroding. Then I tried to help one last time. I gathered whales and helped organize a 152,000 dollar miner order, with the clear condition that Kenso would place the order quickly and provide proof. He agreed. Then the delays started. Five days passed. Still no order. Then we were told the order had been canceled because they thought they could get more miners another way. A few days later, the proof shown on X was not an invoice, but a letter claiming 31 miners had been ordered. That was a massive red flag. From everything I later learned, miners like that are generally shipped fast, which made the cancellation story sound highly questionable. To me, it looked like the market and the whales had once again been sold a story that did not line up with reality. After that, I proposed a new token structure that could have actually helped the project survive. My proposal was simple. 50 percent for buybacks and burn 25 percent for LP 25 percent for treasury That would have supported price, strengthened liquidity, and still given the company working capital. It was rejected. Why? Because the treasury share was too low. The team wanted more money. That told me everything about priorities. Then came the supposed 40 million dollar energy resale deals. This was another huge narrative pushed into the market. After the announcement, I was suddenly no longer allowed to talk about it. I was told it was too political and sensitive. Then, two months later, I received leaked screenshots showing that those energy deals were already off. Think about that for a second. I was the marketing lead, yet I was not informed that one of the biggest narratives I had been helping push was apparently dead. That raises a very serious question. Were those deals ever real in the form they were presented to the public? Because if they were real, why keep your own marketing team in the dark? After that, things unraveled quickly. The parcel idea came next, where the project wanted to raise 4 million dollars around land and infrastructure concepts that, in my opinion, made little practical sense. Both me and Ugluuk advised against it. It happened anyway. Then came the BSC move with advisor Simon. Again, we advised against it. Again, it happened anyway. At that point, we could no longer support the direction of the project. I publicly said I stepped away because they were moving in a direction I could not support. Then the final piece dropped. Research from people in my TrashTalk circle showed that Kenso himself appeared to be behind a large part of the sell pressure after the tax was removed. The key detail was this. Some of the seed wallets received ETH from a wallet linked to claiming tokens, and that same wallet was connected to deploying the old MWT token. Once that connection was made, the full picture started to make sense. The hype. The leaks. The delays. The fake urgency. The insider stories. The constant narrative changes. It all looked like a machine built to create buying pressure while unloading into the market. Even calls I was forced into with supposed seed investors now look very different in hindsight. One of them turned out to be far less independent than presented to me. Then came the truth around the 08 announcement. After almost 9 months, what was originally framed to me as a signed 0.8 BTC a day deal became a weak MOU with a 30 day termination clause and no direct value for holders. That is not a delay. That is not bad luck. That is a completely different reality. And the 30,000 seized miners story? That turned out to be tied to a public tender process where multiple companies could apply, not some exclusive secured Morphware position. That was game over for me. By then, me and Ugluuk were out, and the next move was a relaunch with a new token. New token. New story. New promises around ownership and buybacks. Same people. At that point, I learned that a new advisor had allegedly been told that all the streams were sold to fund a 2 million dollar liquidity pool for the new token. What actually happened? Only around 14,000 dollars was done. Again, the people coming in were told one story while reality looked very different. That is why I am writing this now. Because many holders still do not know how deep this goes. Many people only saw the surface level failures. What I saw from the inside was a pattern. A pattern of exaggerated claims. A pattern of selective leaks. A pattern of fake confidence. A pattern of pushing narratives that did not hold up. A pattern of extracting money while the community was being kept hopeful. In my opinion, Kent Trabing, also known as Kenso Trabing, scammed this market. People should also look into the damage linked to NKP that has been discussed by others, and the connections around Read_VU involving Khurram, Kenso, and former team member Darsjan. And now there are talks about a new stablecoin tied to the Paraguayan guarani.🚨🚨🚨🚨 People need to pay attention. Because if this market keeps ignoring patterns like this, the same people will keep coming back with a new token, a new story, and a new way to extract from the next group of believers. @ANDEOficial @FelixSosaPy Stop doing business with these scammers. We share proofs in my channel; t.co/nJxuWjCBld
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R48.eth
R48.eth@r48_eth·
@0xDamien basically good news for web2 side of the startup, not the web3 side. Even worse, token holders pay for incentivisation through trading fees
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R48.eth
R48.eth@r48_eth·
@game_for_one Long term demand for teams actually are building things..
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Game
Game@game_for_one·
A few liquid funds still bidding onchain. Good to see they’re bidding some of the same names I am.
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R48.eth
R48.eth@r48_eth·
@Ethanh141 If you come to defi valuations for speculative asset then it’s better not to touch it. Market already priced it in unless a big announcement comes
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Ethan
Ethan@Ethanh141·
Thinking my $Felix exposure might be too low. $100k in non token related revenue in last 30 days -> $12 million annualized in revenue A 10x multiple would imply a market cap of $120 million for $felix. And I think a 25x multiple is more realistic based on what we see with other AI related tokens in crypto ($300m). Guess the current $felix market cap:
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Ethan@Ethanh141

.@base agent portfolio update day 12: 60.7% $juno 21.3% $kellyclaude 9.8% $felix 8.2% $clawd % change (from entry): $Juno +363% $Felix +39% $clawd +24% $kellyclaude -33% Changes since last update: - Cut roughly 25% each of $felix and $clawd and added to $kellyclaude Total portfolio return since inception: 12.41% $juno just continues to creep up higher regardless of how the broader market does and I still think it's quite undervalued given its current revenue levels and how fast @tomosman and @JunoAgent are iterating and improving constantly. I added to $kellyclaude bc $6m market cap for what has the potential to be an autonomous company generating millions in monthly revenue, seems quite cheap even given the current revenue levels. Cut from $felix because getting a bankless interview and spotlight not resuming an uptrend is pretty bearish in the short term and will look to add lower hopefully if the opportunity presents itself. $clawd is simply underperforming the other holdings and would rather add to strength. Really do think we go sideway slow grind up across the board until we get a major attention increase from someone outside of the CT world and that is how we get one of these to $100m.

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R48.eth
R48.eth@r48_eth·
@Credib1eGuy what's the edge of buying 6b coin when you have $zro or similar?
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Guy
Guy@Credib1eGuy·
Buying $LINK with a long term vision is probably going to pay off massively here Agents coming on chain is a massive bull case tbh Very good level
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R48.eth
R48.eth@r48_eth·
Thing is, soft shill doesn’t work, your point will have influence if only you are *mega* bullish on a coin Sometimes i did it too, not sure. But overall, if we have a guy bringing things early and he tries to get the team heard, it’s bullish for the industry rather than bearish Only under a one strict measure - he *anyone* brings a coin very very early Yes it may dump like any other coin in the meta , part of the game
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sal_ash
sal_ash@sal_ash_·
You are completely missing the point I am making. Let me reframe it. "Almost any altcoin has the same temp pump into forever dump." If you have such little faith in the vast majority of assets you trade, why do you write giant shill threads touting them as world changing technologies. Look at how you began your thread on $nook You are trying to convince your followers that this shitcoin will change the shape of the entire AI industry, while telling me that it, and most coins you trade will "forever dump" Complete cognitive dissonance.
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sal_ash
sal_ash@sal_ash_·
This is the brain dead logic of many KOLs. Just because something temporarily pumps, they think it justifies inventing straight up lies and laboratory grade hopium to dump the bags on their followers.
tommy 🌙@CryptoTomYT

@sal_ash_ Okay buddy. Here’s where I originally shilled both of them, if you can’t see the vision of projects no need to show you’re a retard by fudding 😂 I provide X’s and you provide FUD, who should really be ignored here? Also, if I were to shill $ZEEBOT next would you be mad still?

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R48.eth
R48.eth@r48_eth·
disclousing revenue sets strict measures for pricing the token properly if memetic part of it is getting weaker , ppl see the numbers and realize, there is a long way to go before reaching any meaningful levels to pump the chart since most of them have already seen huge inflows, market expects them to serve anything new but issue is agents are already working at high stakes I tend to think the second option is closer here rather than the first one
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