fa cap

$meta and $cards the 2026 unicorn barbell

very curious to see what we wake up to tomorrow

Tossed in some probes

full flat on perps now and just enjoying the show

im ngl when u dont have anymore btc its kinda fun watching it ride the escalator down i imagine when it hits my alts tho it will no longer be fun

Selloff on Bitcoin quite insane actually Also other thing which is quite insane is that the market never ever moved this way, the core dynamics between alts and BTC are deeply shifting, which has never happened before Extremely positive for the industry as a whole

umm excuse me alts why are u going down with btc? i thought u didnt do that anymore

I am actually really optimistic on a future of crypto that does not have Bitcoin dictating the confidence of the entire market. The only constant is change, let’s get this next chapter started.

BTC is dead to me. For the first time since 2014, when my usual “should I buy BTC?” friends came for their scheduled emotional support hotline, I told them no. I am confident there is no longer a trade in BTC because the original trade is gone. BTC was the first memecoin. Do not waste time @'ing me, to me it is obvious. As you all know, every great memecoin needs a narrative powerful enough to make people believe they are doing something more meaningful than buying an asset from someone else. BTC had the best narrative of all time. Rebellion against inflation, fiat, banks, central banks, and the establishment. That was the narrative. But what mattered more was the raw engine underneath it: ESCAPE. BTC gave ordinary people the first internet native asset that could plausibly let them escape the rat race without needing access to the incumbent class. Before BTC, immense wealth creation was mostly gated by proximity. You needed access to early equity, private deals, high finance, institutional networks, valuable real estate, or some other lane controlled by people already inside the system (Boomers). BTC changed that because anyone online could buy the asset before the ruling class. That was BTC’s trade and its monopoly. It gave ordinary people a way to escape the rat race by opting out of a system that had kept access, upside, and wealth creation mostly in the hands of the incumbent class. The rebellion was the story -> The escape was the trade -> The monopoly was being the only asset online that could credibly offer both. That monopoly no longer exists. The irony is that BTC created the blueprint for the world that made BTC less important. It taught the internet that an asset did not need traditional fundamentals if it had belief, liquidity, attention, narrative, and enough people willing to treat the trade as a way out. Financial nihilism + magic internet money. That is the blueprint BTC gave the world. Forget fundamentals. Trade the narrative. Coordinate online. Let the greater fool mechanism create wealth for the people who arrived early enough. Think about it......Since BTC, every market has been hyper gamblified. Stocks trade like memes. Coins trade like memes. AI tokens trade like memes. Prediction markets trade like memes. Anything that lives on the internet can become a trade, a belief system, and a possible escape hatch from the rat race. BTC was powerful when it was the only internet asset that gave outsiders a credible way to get rich before the establishment arrived. Now the internet creates that setup constantly. BTC also lost the rebellion narrative. Institutional adoption killed that part of the story. The asset that started as a way to opt out of the system is now owned through ETFs, marketed by asset managers, held by corporate treasuries, and represented culturally by Saylor running a balance sheet strategy. BTC lost the 2 things that made it matter. It lost the rebellion because the establishment absorbed it. It lost the escape monopoly because every internet asset now competes to become the next rat race exit. The store of value story was always secondary. The inflation hedge story was always secondary. The hard money story was always secondary. The main function was escape. BTC was the first trade that made outsiders believe they could beat the system from outside the system. Now that function lives everywhere. To all the BTC maxis, with love. -XY

I actually kinda want btc to go to like 40k bc it just feels so heavy recently. Bottom signal? I hope not

or maybe just higher. ill take it

is this about to turn into a bigger issue for zcash:native?

Pokemon / TCG / Gacha rant I think I actually underestimated the Pokemon / TCG online gachas, at first I wrote it off at gambling / slot machines which I am not a fan of (yes the crypto retard doesnt outright "gamble") but the more I look at them they are digitizing Pokemon cards, they are taking the old stale and static inventory and turning them into NFTs batch by batch and digitizing the entire category thus injecting "internet" liquidity thats been missing for 25 years outside spot ebay or maybe an auction house here and there im also surprised at the % of redemptions, people spin the slot machine a few times but alot of people actually take a card home / get some shipped, because one thing here is the avg EV for ripping a Pokemon modern pack is 50% MAYBE on a good day, meaning you lose -50% of your money instantly, so if you took $1000 and spin the machines youd probably get some cool cards and lose 20% of your money, you take $1k and open packs you are losing 60-70% of your money minimum alot of copies of older cards have maybe 100, 400 or something of a PSA 10 max, for reference on alot of this modern stuff theres 20,000, 30,0000 PSA 10s. Modern is clearly a bubble. PSA refuses to grade any vintage card in a 10 anymore so the supply is as good as locked, I really do not think theres enough of these cards to go around and we're seeing that play out the last year, I watch a guy on youtube who buys for these platforms (spends 6-7 figs per show) and he cant even buy enough cards to fill his suitcase and hes offering 87%-90% instant wire / cashouts I aint reading all that summary, gachas are digitizing pokemon cards, theres a surprising amount of redemptions and theres not even close to enough supply of "grails" / older cards and I think they are up only forever on multi year timeframe

don't think many ppl are aware that altman is cofounder of OpenAI & cofounder of @worldnetwork, seems very unlikely to me that these don't work together in some way at some point later this year simple thesis is in world with many AI agents, need way to verify who's human - it's like the memecoin of the agi antichrist

okay every step of this prophecy i laid out two days ago is coming true now we just need the final stages everyone to hop on the train and then to blast past $1 LETS SEE ethereum:0x163f8c2467924be0ae7b5347228cabf260318753

@notthreadguy its good tech 🥸

the good news is apathy to a growing business is only temporary and the antidote is patience, which we have solana:BANKJmvhT8tiJRsBSS1n2HryMBPvT5Ze4HU95DUAmeta levels mode

CT's main function is to keep you entertained until money falls from the sky again

umm good morning to my ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 bros