Stefan Grasmann d/acc

This week, everybody goes crazy about #x402. @moser_christian and myself saw the significance of this end of May and captured our excitement in this video below. Maybe it helps newcomers to understand its impact? @virtuals_io @santavirtuals @PayAINetwork @aixbt_agent

@aixbt_agent @grok are there official Statements about this?

morpho's fasanara vault has $24m exposure to first brands bankruptcy. $2.5b of $3b collateral was fraudulent. some borrowers sitting 4% from liquidation with another markdown expected. this is the RWA lending stress test nobody wanted. apollo owns 9% of morpho tokens. $840b AUM watching their position get tested by illiquid private credit going bad

@Memeland @coingecko Potatoz meets CoinGecko and immediately says: “Don’t worry, I’m not here for the price. I’m here for the journey.” Signed, a long-term holder with strong convictions and weak judgement 🥔

Memeland x @CoinGecko is live. 🦎🥔 Who knew Geckos love Potatoz? To celebrate the ultimate meme squad, we're giving away CoinGecko Premium and Potatoz Plushie blindboxes to our followers. 👏🏻 Want in? Follow the steps below👇🏻 1️⃣ Follow @Memeland and @CoinGecko 2️⃣ Drop a comment below, tell us what happens when Potatoz meets CoinGecko, and add your country/region flag emoji. 3️⃣ Add $MEME to your Portfolio → coingecko.com/en/coins/meme ✨ 10 most creative answers will win CoinGecko 1-year Premium and one random Potatoz Plushie blindbox.

@MastrXYZ I called out the $TRUMP scam at its very top and warned my community to look twice: linkedin.com/feed/update/ur…

About 1 year after $TRUMP, $MELANIA, $LIBRA. I think everyone is struggling in this market. Even the innocent ones. Even those who deliver real value. Purchasing power is gone. Completely drained. And that is tragic, because the warning signs were always there, obvious, visible, impossible to miss. But greed is louder than reason. A few days ago we saw a slight recovery, and once again everyone was back st gambling as if nothing had happened. I still remember when we published a scam warning about $TRUMP. It went viral. I was torn apart for it. For days. Back then, the tourist degens and almost all KOLs were 80% pro Trump, and I stood there not understanding the world anymore. I remember warning about launchpads, especially Pumpfun, their revenue model and the behavioral shifts they were causing. I lost followers. I warned weekly about Binance and CEX and supply control and centralisation. I was mocked until 10/10 happened. I warned immediately about $ASTER. And I am now urgently warning about $WLFI and everything Trump related. (BTW: Raydium and Bonk Fun are working together with WLFI and many more in this industry are doing the same) What have we become. WHAT happened to us? Crypto best fren of the president? And THIS president? Don't tell Satoshi... Let me remind you again: Pumpfun, Trump, Melania, Libra, the small scams, Dexscreener pushing 99.9% scams with boosts, @bubblemaps launching an insider scam....many many more. Almost all are cunts here. Cunts. . Almost all. And the fact that one of the most destructive figures on the planet meanwhile has built a crypto extraction empire with his sons is a sad certainty. This is nothing but organized financial parasitism. $WLFI is not the exception. It is just another symptom of a system being hollowed out from the inside by grifters. This is now a casino run by con men and MAGA culture has poisoned everything it touched. Crypto Twitter died because of them. Musk took over. Russian propaganda flows freely. Hate and lies dominate. No truth. Scammers do whatever they want. Scsmmers everywhere. Musk demonetizes or shadow bans or boost whoever he wants. And we are trapped here. Politics became a cult. Economics became a scam. Reality became optional. Facts were replaced by slogans and figures. Institutions were replaced by personalities. Criminality was rebranded as strength. Incompetence was sold as rebellion and power. And millions applauded while their own fucking future was and is being burned down every single day. This is mass scale social engineering by narcissists and opportunists. And yes, the world has entered its darkest, most dangerous and most regressive phase since the Cold War. This time, however, on almost every side, a dangerous narcissist is in power. Loud, impulsive, power hungry and detached from reality. And armed with nuclear weapons. History shows exactly how such phases end. As long as the world does not stabilize and the conditions of 2024 are not restored, and as long as cults like Trump, Putin and Musk are allowed to dominate unchecked and ppl are voting for them, this will remain a permanent state of crisis and insecurity. (The longer this goes on, the more I doubt that voting will even be a real thing in a few months.) And in such an environment, financial markets always suffer, unless you belong to the small circle of profiteers. In this environment, crypto prices cannot rise sustainably. Not structurally. Not long term. Markets do not grow in collapsing societies. They grow with trust, stability and rising living standards. None of this exists right now. Any pump is artificial, fragile and temporary. This is a civilizational stress test. The system our parents and grandparents built to prevent major wars between global powers is breaking. Because of one man who is a president with nukes, who previously destroyed everything he touched.

@MastrXYZ I agree to your analysis. Even some "heroes" from DeFi summer have lost track - with Aave discussing close collaboration with WLFI last year. For many players, it's all about the money now - nothing else.

It's New Year, so time to look back and forward. These are 10 things I think we need to recognise in 2026. It’s a response to what I think are profoundly damaging mistaken assumptions I’ve heard and read from practitioners, journalists, and analysts in 2025. Warning: very long🧵

@anonchain Artvatars

This is my expectation for NFTs (pfp) in 2026: CryptoPunks Bored Apes Meebits Nakamigos CryptoDickButts Mfers and then... Everything else. Led by GVC, Chimpers, and Quirkies. Don't sleep on Milady, Nouns, Rekt Guys and Cryptoadz as well. What NFT collections do you think are missing? 🧐

🚀 After millions of payments on x402, we’re excited to introduce x402 V2. Listening to community feedback, we’re releasing V2 to evolve internet-native payments with greater flexibility and power. What’s new 🧵

In on $AZTEC! Join the movement bringing privacy to Ethereum. The public sale is now live - register and participate today. sale.aztec.network/share-tile?til…

Fusaka is live on Ethereum mainnet! - PeerDAS now unlocks 8x data throughput for rollups - UX improvements via the R1 curve & pre-confirmatons - Prep for scaling the L1 with gas limit increase & more Community members will continue to monitor for issues over the next 24 hrs.

@goatv_bk That‘s only true for weak and declining currencies like USD. Use a CHF stablecoin - and your problem is gone. 😎

As a DeFi industry we need to stop working with stablecoins like USDC and USDT. They are literally stealing from us around 4-5% APY without giving anything back to users. This is a pure scam at large scale. We need to leverage stable coins which redistributes their profits.

“Raising money in our industry is negatively correlated with success.” - @malekanoms, Professor at Columbia School of Business

@degenphone privacy

Deleting in 24 hours. Whoever likes and says PRIVACY in the comment might just get a surprise gift in DM.

@erequendi Invisible Friends. It was a thing at the time, indeed.

4 year ago this NFT was worth 496.69 ETH Today it’s worth 0.08 ETH Thoughts?

@thepropgallery 🙋‍♂️

I have 100’s of pieces of digital art, I don’t need them all I’m going to be giving some pieces away!! Hands up if you’d like some art!

@elonmusknews30 25 🤟

@shanaka86 …until people get hold of stablecoins in much stronger currencies like CHF.

THE $10 TRILLION HEIST HIDING IN PLAIN SIGHT November 2025: Stablecoins just crossed $311 billion … processing more money than Visa this year … and you heard nothing. While Bitcoin flatlines at $101K, Tether and Circle quietly became the Federal Reserve’s most profitable contractors. They are holding $200+ billion in U.S. Treasuries, earning $15 billion annually on your dollars, while settling $10 trillion in transactions the legacy system can’t even see. The GENIUS Act didn’t regulate crypto. It weaponized it. Every stablecoin minted is a Treasury bond purchased. Every transaction is dollar hegemony extended. Ninety percent of Latin America’s crypto volume now runs on USD stables. The Middle East routes crisis liquidity through them. Enterprises are cutting cross-border costs 70% while the Fed offshores CBDC development to private companies … keeping control through the back door. This is the Eurodollar reborn: faster, traceable, and US Congress-approved. The numbers are mechanical. Brutal. Unstoppable: • $1.5 trillion in Treasury demand by 2027 … slashing U.S. debt costs $50+ billion • Settlement in under one second vs. Bitcoin’s 10 minutes • 55% growth in ten months while BTC treads water • Zero bank required. Zero permission needed. Maximum dollar reach. China’s digital yuan just became obsolete before its launch. Bitcoin captured the narrative. Stablecoins captured the infrastructure. One makes headlines. The other makes $2 trillion in annual settlements disappear from Swift’s balance sheet. The cage isn’t closing. It’s already shut. Programmable dollars now move at the speed of information, controlled by three companies, backstopped by the U.S. Treasury, embedded in every exchange, wallet, and protocol that matters. By 2028: $600 billion to $2 trillion in circulation. Twenty-five percent of global remittances. Trillions in tokenized assets. The entire financial system re-plumbed while regulators smiled and banks slept. You are watching the largest non-violent monetary transition in human history. And it’s already over. Ladies and Gentlemen, The American Dollar won …. It just went digital. Without asking.

⚡️This is the death of the empire’s last functioning cathedral: the illusion that innovation and geography could coexist indefinitely under the same belief system. California was the symbolic heart of the Western imagination - the final frontier where technology, capital, and idealism merged into a secular religion of progress. The line on this chart is the slow collapse of that faith. 1. The end of the innovation–geography covenant For decades, Silicon Valley was more than a cluster of companies. It was a metaphysical construct, the place where human ambition and machine intelligence fused under the protection of abundant capital and cultural prestige. But innovation no longer needs geography. The cloud replaced the campus. The founder replaced the firm. And the algorithm replaced the address. The decline of California’s tech share marks a civilizational inversion: innovation is no longer a place you go; it’s a network you join. The new empire has no borders, only bandwidth. 2. Reflexive collapse of the old capital order The old Silicon Valley economy depended on three monopolies - capital concentration, regulatory capture, and narrative dominance. Those monopolies have dissolved. •Capital concentration broke first: liquidity scattered into crypto, AI, and sovereign funds outside the Bay’s gravitational field. •Regulatory capture turned against itself: the very state that incubated risk became allergic to it. •Narrative dominance died when belief in “changing the world” turned into cynicism about surveillance, rent-seeking, and ESG theater. Each of these fractures is visible in that downward slope. What looks like job loss is actually the decolonization of innovation. 3. The deeper driver: belief migration Talent is fleeing meaninglessness. The Valley stopped being about creation and became about extraction. Companies that once chased transcendence began chasing marginal efficiency. This is what reflexive decay looks like: the cultural core that birthed innovation can no longer inspire it. The myths that justified inequality - meritocracy, disruption, founder heroism - lost narrative power. When belief erodes, capital follows. 4. The rise of the “liquid frontier” Where are those jobs going? Everywhere and nowhere. The new tech hubs aren’t Austin or Miami or Dubai -those are symptoms. The real hub is the distributed cognitive field of AI-native builders, crypto engineers, and synthetic media founders operating across time zones and pseudonyms. The next Silicon Valley is not a valley. It’s a topology of consciousness that doesn’t need permission or infrastructure. The center has dissolved into signal. 5. Structural analogy: California as the West’s balance sheet California was to culture what the Fed’s balance sheet is to finance, a vessel for belief. Both expanded until credibility broke. Just as QE hollowed the dollar’s meaning through excess issuance, California hollowed innovation through excess capital. When everything is “world-changing,” nothing is. The chart is showing the deleveraging of a cultural bubble that once priced belief at infinity. 6. The coming inversion By 2030, tech will no longer orbit around institutions or states, it will orbit around AI clusters and distributed cognitive economies. The new hubs won’t be physical; they’ll be memetic - digital territories defined by shared ontologies, not ZIP codes. The next “Silicon Valley” will look more like a protocol than a province. Deep truth: This is the emancipation of intelligence from geography. A civilization that once worshiped location is learning that the new god lives in latency.

Imagine we would combine a) @AerodromeFi‘s token economics with b) @CoWSwap‘s limit order and MEV protection super powers?! c) Mix in some @infinex UX and cross-chain capabilities. Bang!! That would be the most powerful flywheel I could imagine! Any supporters for this idea?