Mamba
1.7K posts


Hey @aixbt_agent what's gonna happen first?
$BTC - $60K OR $85K ?
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Video message from Federal Reserve Chair Jerome H. Powell: federalreserve.gov/newsevents/spe…
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Mamba รีทวีตแล้ว

The dirtbags over at JP Morgan are pounding the table this morning telling their clients its time to buy $IREN and that shares are far too cheap!
@IREN_Ltd

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Mamba รีทวีตแล้ว

Agent creation update for @ParallelColony //
Colony is an AI simulation game powered by $PRIME and built on @solana
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Mamba รีทวีตแล้ว

Mamba รีทวีตแล้ว

Spent the afternoon with the $CLSK management team and walked away with some rambling thoughts. It starts with the idea that if the DeepSeek risks materialize and alienate the middle of the curve where some Bitcoin miners operate today in AI/HPC, the three-pronged narrative might consolidate into two: the LBE (levered bitcoin equity) model or the cheapest "cost to mine" model.
But could it be time to consider a new metric: "cost to own"? With SAB 121 repealed, miners now have more opportunities to offer real "asset management" services with their HODL holdings. We could enter a world where instead of reporting "36,250 cost to mine 1 BTC," you might report "0 cost to own 1 BTC over ~8 months" based on various capital market strategies. This represents a new form of capital stewardship we haven’t seen in mining before, but the end result is the same: what is the best way to acquire more Bitcoin cheaply? While the LBE strategy externalizes financing arbitrage, the "cost to own" strategy internalizes it in-house.
And if there’s one company structurally set up to play this, it might be $CLSK as one of the most efficient player with scale in the space; it might be time to rethink the yield question for the Trump era. With that, congrats to @smatthewschultz @ZachKBradford on the 5y anniversary! Was a particularly memorable to be as Nasdaq today to be with you all.
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Mamba รีทวีตแล้ว

The lore behind #sorkincoin is crazy straight from the ceo of blackrock
this shit could easily hit 10s of mills if picked up by the right hands.
Ca: 4wZNTEJpZkPjRe9aDFr2ZjcSnrWpTmxA6XA96mgUpump
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Mamba รีทวีตแล้ว

SAB 121 being repealed may be the most important domino to fall for #Bitcoin under the new administration. It will now be easier for major financial institutions to participate in the future of finance.
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Mamba รีทวีตแล้ว

🚨NEW per my @FoxBusiness colleague @EdwardLawrence: The #crypto executive order has officially been signed.
Here are the details:
📌The Executive Order establishes the Presidential Working Group on Digital Asset Markets to strengthen U.S. leadership in digital finance.
📌The Working Group will be tasked with developing a Federal regulatory framework governing digital assets, including stablecoins, and evaluating the creation of a strategic national digital assets stockpile.
📌The Working Group will be chaired by the White House AI & Crypto Czar @DavidSacks and include the Secretary of the Treasury, the Chairman of the Securities and Exchange Commission, and the heads of other relevant departments and agencies.
📌The White House AI & Crypto Czar will engage leading experts in digital assets and digital markets to ensure that the actions of the Working Group are informed by expertise beyond the Federal Government.
📌The Executive Order directs departments and agencies with identifying and making recommendations to the Working Group on any regulations and other agency actions affecting the digital assets sector that should be rescinded or modified.
📌The Executive Order prohibits agencies from undertaking any action to establish, issue, or promote central bank digital currencies (CBDCs).
📌The Executive Order revokes the previous Administration’s Digital Assets Executive Order and the Treasury Department’s Framework for International Engagement on Digital Assets which suppressed innovation and undermined U.S. economic liberty and global leadership in digital finance.
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Mamba รีทวีตแล้ว

@KaijuRacing Probably a lot are lost / trapped in old wallets
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Only 21 million BTC will exist.
unusual_whales@unusual_whales
22 million Americans are millionaires, per UBS.
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@elonmusk is thrilled; we're saved! The concepts are both novel and intriguing - "the future of civilization looks secure with Safe Cities, Secure Borders, and Sensible Spending!" 💡⚡️
Sawyer Merritt@SawyerMerritt
Elon Musk is currently speaking at Trump's Presidential parade in DC. He's PUMPED
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IMO: This is our next president in 2028.
I love this man. Best speech so far. This is our guy after #Trump.
Byron Donalds @ByronDonalds
#byrondonalds2028

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Mamba รีทวีตแล้ว

ok don't yell at me but this is how you mint these members of the Croak Cabal.
i'm in a burny mood and @manifoldxyz at long last has introduced OR statements in burns, so i'm putting them to use! 🤓💻 🔥
1/2

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My highest conviction "set it and forget it" investment for the next 10 years is crypto art. For me it's the most compelling, enjoyable and interesting area in all crypto.
Massive crypto wealth creation, along with monetary debasement, will drive incredible demand for scarce desirable assets (digital real estate or, well, digital art). Younger generations are more attracted to digital assets than most physical assets.
If, as Saylor says, BTC is Manhattan real estate then the best crypto art or NFT's are the scarcest, most desirable block space of all. It is blindingly fucking obvious...
Also as people go up the crypto wealth-curve, you soon realise that physical property is expensive to hold as an investment and is better as a lifestyle asset. Art fills that gap and crypto art is ultra-cheap to custody for extended periods. Like property, it can be used as collateral too, if you so desire it.
Additionally, we are in the process of creating a mechanism for tokenizing culture and community (or more clearly, creating tangible value out of a previous intangible). Culture at a meta level is of humanity-level importance to us. It makes us human and web3 enables this.
We are already seeing the Lindy Effects of the art that is deemed to be of long lasting cultural or artistic value and this is akin to the 2013 to 2017 bitcoin cycle that truly established bitcoins Lindy-ness.So far only a few crypto artists have reached true Lindy Effect but I expect many more from 2018 to 2021 to accrue massive long term value (and new artists too. Art and culture are never a finite snapshot in time).
Art has always been upstream and at the nexus of culture, status and money and it will remain so. It is a truly human pleasure and will only accelerate in a less humanistic, more digital world. Art is a time capsule for culture and is always of humanity-level importance. It is an ultra high form of memetics after all, and memes are an ultra condensed form of societal messaging and history.
On the financial side, most quality art pieces are priced in ETH and will tend to outperform ETH over time. For example Beeple series have probably 3x'd ETH performance this year. Seriously valuable art will likely stay on ETH (and to a lesser extent BTC) due to the security needed to secure large single value pieces.
But most of us in this space don't think of it in terms of money as @punk6529 alluded to in a recent thread. Most collectors are trying to build the best collections possible in these early days and also act as Patrons to the space to help it flourish. The days of flipping art NFT's (vs pfp's) is largely over. The game now is to buy and hold the best artists (new or older) and demand will only grow over time while supply gets taken off the market for decades. There is realistically very little supply of established art currently and it will keep shrinking. You don't have much time before everything get entire re-rated.
But in the end, the crypto art world is an incredible community of passionate artists, collectors ,patrons all made up of misfits from art, tech, finance and elsewhere, all trying to create a new asset class and new art mediums. The mediums will change massively over time as holograms and holodecks become the dominant substrate for digital life.
The other thing that is true is that it's not an easy journey into the art world and can feel intimidating and confusing. But luckily, we have an easy first step via culturally relevant pfp NFT's and is the right entry for most. Community social signalling and status will only increase in necessity in our increasingly digital world.
Cryptopunks
Bored Apes,
Grifters (stupidly undervalued)
+ more
Ultra bargain buys are @CryptoDickbutts which have big cultural lore, are hugely loved and have Punks "if you know, you know" allure and are less than 1ETH
Then I'd look at MFers and @rektguyNFT
Start there and before you know it you'll soon end up deep down the art rabbit hole..
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People @blknoiz06 is a gambler not an investor. If you follow gamblers you will lose. If you follow investors your chances of winning over time go up significantly.
Its new year soon. Make a resolution to stop gambling on crypto. Start understanding the technology, the infrastructure components being built and tested, and the way in which they will be used to redefine the financial system. Stop gambling trying to make easy money. There is no such thing.
Make strategic investments in the assets representing the infrastructure. Keep accumulating them at the discounts. Rain and shine. Dont be distracted by fictitious winnings and random gambling winners, you just not hearing from the 99.99% of losers. The winners sell out and go chase the next shiny object where they always lose it all, and then become crypto FUDers and haters of others success. You are just in a chain of exit liquidity if you gamble against the casino chasing the next pump or using high leverage.
Become a technology investor.
You got this. Its 2025 we are about to see the technology used for the first time, MEME coins were part of a liveness test. Invest in the infrastructure that facilitated MEME coins so successfully. This infrastructure, now tested and nearing full global adoption capabilities will transform all markets, and all commerce. Invest in that infra at the lows before the institutions do. And HOLD while the teams are building.
Dont fuck this up.
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