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@beaniemaxi Avatar @beaniemaxi Beanie

The NFT market, particularly related to Beanie and other projects, is experiencing a downturn, with some investors getting liquidated and projects shutting down. Several founders and influencers are facing criticism and backlash, including Spencer, the founder of Moonbirds. The market correction is leading to a reevaluation of project valuations and investor sentiment.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% cryptocurrencies #1707 stocks XXXX% technology brands XXXX% exchanges #1267 nfts #776 countries XXX% vc firms #54 travel destinations XXXX% gaming XXXX%

Social topic influence ai 7.14%, crypto #2679, $gemi #2, ipo #270, $wrd #2, $fly #2, $ampl #3, bitcoin 3.33%, nft #532, $chym #4

Top accounts mentioned or mentioned by @boxlongs @68xlucky @speculatorart @vicsalavictor @barkmeta @bitgrateful @natesd222 @spenserskates @blackcap_eth @wassieweb3 @whaler99 @bingespresso @updatingpriors @jtlonsdale @nghamsari @kryptonomanos @digitalartchick @grok @waleswoosh @chooserich

Top assets mentioned Gemini Space Station, Inc. Class A Common Stock (GEMI) Fluidity (FLY) Ampleforth (AMPL) Bitcoin (BTC) Chime Financial, Inc. Class A Common Stock (CHYM) UiPath, Inc. (PATH) Blend Labs, Inc. (BLND) Mario Coin (COIN) CryptoPunks (cryptopunks) Rapids (RPD) Zcash (ZEC) Uber Technologies, Inc. (UBER) Asana, Inc. Class A Common Stock (ASAN) Robinhood Markets, Inc. (HOOD) Marqeta, Inc. Class A Common Stock (MQ) Goldman Sachs (GS) Remitly Global, Inc. Common Stock (RELY) GameStop, Corp. (GME) Pudgy Penguins (pudgypenguins) Pudgy Penguins (PENGU) Coinbase Global, Inc. (COIN) Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX) Pump.fun (PUMP) CyberKongz (cyberkongz) Strategy (MSTR) Cream (CRM) Monad (MON)

Top Social Posts

Top posts by engagements in the last XX hours

"Tbh this is fatastic advice once you made it"
X Link 2025-12-08T13:48Z 229.8K followers, 11.3K engagements

"Satoshi emails on the tl today. Ill tell you who I think it is👇 While Hal Finney is the Bitcoin bull case Ive spent years digging into the origin of Satoshi. Ive read everything I could find and watched countless shows and even foreign documentaries about this topic. I remain pretty convinced that Satoshi is Paul Le Roux. Main evidence being the fact that Satoshi went dark literally right before Le Roux was apprehended in Liberia. Satoshi was very active in emails forum and newsgroups. Never to be heard from again. Le Roux of course is in prison for multiple major crimes. And will be at"
X Link 2024-02-23T23:33Z 229.8K followers, 331.3K engagements

"For the sake of transparency Ill make my offfer public. I will offer $X for Pixel Vault. Given my proven and verifiable track record I believe the community will benefit. On a future sale of the company I offer XX% of the proceeds to the investors. Happy to work with Seedphrase"
X Link 2025-07-23T22:46Z 229.7K followers, 55K engagements

"Pumpfun insiders dumped $160M of tokens in the first few days of trading. At the same time notorious inffluencers known for undisclosed paid shills of fake provably fair casinos were telling people that questioned the valuation that theyre anti-crypto and should support PUMP"
X Link 2025-07-25T17:52Z 229.8K followers, 40.4K engagements

"CyberKongz offered me a free genesis NFT last week thats worth $15k. I declined. I dont accept gifts. I dont do paid posts. Also my opinion is my opinion. Feel free to debate me and change my mind. It has happened many times. I can be wrong. But I dont believe my post is fud"
X Link 2025-08-19T20:22Z 229.7K followers, 71.2K engagements

"Epic ct crash out🤣"
X Link 2025-08-21T18:08Z 229.7K followers, 119.3K engagements

"NFT market will come back just like Bitcoin did after everybody called the bubble top at $X and it fell back under XX cents. What wont come back are your monkey jpegs"
X Link 2025-09-07T02:03Z 229.7K followers, 67.4K engagements

"One thing to consider is that these NFT Strategy tokens can end up creating a sell wall for the underlying NFT. If the price of the NFT doesnt rise to trigger the sale then the corresponding NFTs just sit there. I think these could benefit from a more intelligent pricing model"
X Link 2025-10-05T22:00Z 229.7K followers, 14.7K engagements

"Dimensional buying dip just filed a 13G for $GDOT Green Dot. This company is getting acquired any day now. China exit clears the way. So does settling a recent suit. Interim CEO is XX years old. Mystery shelf filing along with comment of we have no plans to use it. All adds up"
X Link 2025-10-09T18:22Z 229.8K followers, 16.4K engagements

"Orangie confirms that he was liquidated and has to immediately sell his Sprinter van"
X Link 2025-10-13T02:46Z 229.7K followers, 380.3K engagements

"ApeFest brought BAYC euphoria back. Couldnt have bigger announcements. Amazon Gaming partnership new streaming show and even construction of the IRL clubhouse starting in a couple months. And the NFT which has been down only for several years barely budges. Market is cooked"
X Link 2025-10-25T13:30Z 229.7K followers, 60K engagements

"Literally nobody considers it a flex anymore to have a CryptoPunks PFP. So you gotta ask yourself whos left as the marginal buyer The same phenomenom occurred with the Bored Ape PFP in 2022 for various reasons. And that floor price has dropped XX% since"
X Link 2025-11-04T12:37Z 229.7K followers, 31.3K engagements

"Nothing will replace the thrill of high profile NFT mints in 2021. Some of these were like lottery tickets but instead of spending $X it was $2000. And if you hit big you could walk away immediately with millions"
X Link 2025-11-05T03:34Z 229.7K followers, 9250 engagements

"@Whaler99_ $BLND $RPD $GDOT $MQ $RSKD All these Id say are special sits and will be acquired within a year or two. Im long all of these. I think Ive wrotten about them all too"
X Link 2025-11-09T15:46Z 229.8K followers, XXX engagements

"Can somebody explain how a DEX can pause deposits and withdrawals Sounds like some school yard bullshit to me"
X Link 2025-11-12T18:54Z 229.8K followers, 236.3K engagements

"Once trust is gone its impossible to get back"
X Link 2025-11-15T01:12Z 229.7K followers, 21.8K engagements

"Just a reminder that you can use anything you want as a PFP. Meaning you dont need to own the NFT. There are no rules or anything like that. At one point there was a social construct around this but that ship has sailed. Which means the PFP NFT has literally no utility or value"
X Link 2025-11-18T22:05Z 229.7K followers, 35.6K engagements

"At peak NFT fomo Damien Hirst sold 10000 mints for $2000 each. Buyers had the opportunity to keep the digital token or burn and receive a small physical version. Market preference is clear. While the digital is still worth $2000 the physical floor is up XXX% to over $14000"
X Link 2025-11-19T14:58Z 229.8K followers, 118.6K engagements

"Theres really only so many elections and other stuff worth betting on. I like live action betting. Taking good teams that are down a goal late with big odds. You just cant do this on Polymarket. And I think people will get bored betting on random things. The action is too slow"
X Link 2025-11-23T01:14Z 229.7K followers, 3464 engagements

"As predicted $GDOT acquired X weeks later"
X Link 2025-11-24T12:05Z 229.8K followers, 9476 engagements

"@Whaler99_ 👆Thats one down. $GDOT"
X Link 2025-11-24T12:36Z 229.8K followers, XXX engagements

"@deghendrik Theres no guarantees but my highest confidence acquisition targets were $RPD and $GDOT. Dont have any specific thesis on $RSKD in terms of acquisition but just a hunch it will happen. Plus there was a Reuters rumor earlier this year that it engaged Qatalyst Partners"
X Link 2025-11-24T12:39Z 229.8K followers, XXX engagements

"Bitcoin / $MSTR delta now XX% YTD. Thats the highest it has ever been And on the recent snapback rally the price difference has EXPANDED. The stock is literally not doing what it supposedly should do. Its a cult. And Michael Saylor is just a CNBC version of David Koresh"
X Link 2025-11-27T14:35Z 229.7K followers, 8352 engagements

"Somebody didnt renew the Wolf Game domain"
X Link 2025-11-29T13:08Z 229.7K followers, 5496 engagements

"No matter how much you complain on X youd never get that $100M out of MEXC"
X Link 2025-11-29T14:29Z 229.7K followers, 9724 engagements

"$CRM is a terminal short. Very mediocre SaaS products catered to the largest enterprise clients that are in the best position to leverage advancements in AI. Can custom build solutions for significantly less. And be able to shift opex to capex which makes the numbers look better"
X Link 2025-11-30T23:50Z 229.7K followers, 6803 engagements

"People keep asking me about Monad. I dont really have a strong opinion on it or any other new blockchain. I think if you look at the market its pretty obvious that theres really only Ethereum and Solana being actively built on. Maybe Binance Chain a little too. And all of these are seeing rapidly declining usage rates. Even Sui with an insane amount of marketing and mindshare never really got a material amount of users. Ill never really short any of these as you never know what tricks they have up their sleeves. Its easy to control supply and create other types of short term incentives that"
X Link 2025-12-01T05:54Z 229.7K followers, 14.8K engagements

"Goldman Sachs upgrades $CHYM to BUY and raises P. Over X years ago Tiger Global invested in Chime at more than 3x todays price. This was before ChimeCore with its XX% gross margins was even a concept. And the company has been growing like crazy since. Probably close inflection"
X Link 2025-12-01T13:39Z 229.8K followers, 5814 engagements

"MEXC finally says the quiet part out loud. Theyre the wolf. Youre the sheep. Reassuring to those with frozen accounts"
X Link 2025-12-01T13:49Z 229.7K followers, 4810 engagements

"I fudded my way to getting paid by MEXC"
X Link 2025-12-01T15:23Z 229.8K followers, 4035 engagements

"Stablecoin adoption is probably the most hyped fintech narrative going. Theres no real benefit to using blockchain in payments. Its already old technology that costs more and adds an unnecessary layer of friction"
X Link 2025-12-01T20:02Z 229.7K followers, 10.7K engagements

"NAV has been dropping like a rock. Its barely over net asset value. Literally a couple more down sessions away from breaching the benchmark. Funding options have dried up. If it starts selling Bitcoin like it says it will have to if these things happen I wonder who the buyer is"
X Link 2025-12-01T20:57Z 229.8K followers, 6482 engagements

"@Jason @Amex People that would spend $5000 a year on this are likely flying business class and have access to the lounge. Also probably have high tier credit cards that provide additional access. Im not sure theres any business model that works in an airport"
X Link 2025-12-02T00:46Z 229.8K followers, 31.9K engagements

"Saylor is the Egg Man💡 A trader thinks that the prices of eggs are going to increase and so he contacts his broker and asks him to buy 1000000 egg futures at $XXXX Sure enough a week later the price of egg futures is $XXXX and the trader happy to ride his winners places an order for 3000000 more egg futures Next month at $XXXX a piece he pats himself on the back and restructures his liquid investments to buy another 10000000 egg futures At the end of the quarter egg futures are trading at $X and the trader finally calls up his broker and tells him to sell them all The broker replies: To who"
X Link 2025-12-02T00:49Z 229.8K followers, 46.9K engagements

"@Hadas_Gold Anecdotally it just doesnt seem likely that multi-billionaires can be paid to endorse people like a crypto KOL"
X Link 2025-12-02T13:29Z 229.8K followers, 3316 engagements

"Im reimagining my entire portfolio. Diving deep into each company that I own and asking myself what the moat is in an agentic AI dominated world. I will double down on those that benefit from this and cut bait with the ones that will experience competitive advantage destruction"
X Link 2025-12-02T19:45Z 229.7K followers, 4577 engagements

"Zcash cabal have left the building. Causing the coin to crash XX% in a week. And optional privacy will never be mentioned again. Praise the brave souls that warned you that this would happen. And set fire to the pumpers that dumped on your heads. Nature is healing once again.🫡"
X Link 2025-12-02T23:59Z 229.7K followers, 18.4K engagements

"$RELY stands to benefit from the Airwallex / China data mismanagement accusation. Perfect timing as Remitly is looking to grow its enterprise business. Can see Airwallex being banned for use by US companies. Not worth the risk of CCP getting access to this treasure trove of data"
X Link 2025-12-03T03:43Z 229.7K followers, 4249 engagements

"@BoxLongs Im usually negative going into earnings but the sentiment so awful here and upside so obvious once you peel back the onion that I went in with a full position size ahead of earnings. But also willing to double up if we get -XX% or more tomorrow"
X Link 2025-12-03T16:29Z 229.8K followers, XXX engagements

"$WRD has some room to go I think"
X Link 2025-12-03T18:34Z 229.8K followers, 1643 engagements

"Alot of $CHYM investors were fudded out after Q3 despite the beat and raise. It wasnt the numbers that caused them to sell. It was the IPO lockup expiration the next day. I doubled my position because I know that these funds wont sell at an XX% loss. 2021 Series G was at $25B"
X Link 2025-12-03T19:04Z 229.8K followers, 3776 engagements

"$PATH on the verge of XX% ARR growth. Which changes everything from a valuation perspective. Makes it a $100+ stock. R/R here stacked on the latter"
X Link 2025-12-03T21:29Z 229.8K followers, 6261 engagements

"More reason why I fade consensus smart plays like $PYPL. Just like $XYZ yesterday the CFO uses whats supposed to be an investor friendly fireside chat at the UBS conference to unnecessarily fud their own company by making negative forward looking statements nobody asked for"
X Link 2025-12-03T23:23Z 229.8K followers, 8624 engagements

"$CHYM CFO today at the UBS conference makes some interesting comments about a few publicly traded restaurants which blamed macro pressures for a weak Q3. He says he has the data. And the consumer is resilient. Overall restaurant spending well up. So was Black Friday vs last year"
X Link 2025-12-04T00:05Z 229.8K followers, 3516 engagements

"Key takeaway for $CHYM at UBS conference yesterday is the operating leverage its driving. Not gonna raise headcount next year. Costs mostly fixed. Its proprietary ChimeCore processing platform is driving XX% gross margins. Its ChimeCard take rate suddenly XX% higher than before"
X Link 2025-12-04T13:02Z 229.8K followers, 3564 engagements

"Wall Street trying its hardest today to give the most muted wait and see junior analyst response possible to an actual by the numbers inflection point beat and raise by $PATH. Just like $GME back in 2020 theres a huge short position and cult following of rabid retail traders"
X Link 2025-12-04T16:51Z 229.8K followers, 5110 engagements

"@NateSD222 Much prefer the far less followed $WRD in that category. Also should be profitable soon and has true L4 autonomous tech"
X Link 2025-12-04T19:19Z 229.8K followers, XXX engagements

"I knew there was a $FLY thesis there somewhere"
X Link 2025-12-04T20:20Z 229.7K followers, 2961 engagements

"Netflix acquiring Warner Bros is wild. XX years ago Warner Bros went public at a $20B valuation. It has done a 3x since. Netflix at the time was trading for a few hundred million dollars. People were still favoring DVD. Netflix is up 500x since and now acquired Warner Bros"
X Link 2025-12-05T16:07Z 229.7K followers, 8818 engagements

"Uber drivers are getting nearly as bad as the taxi drivers they replaced. Cancelling rides. Annoying chit chat. Bad music. Bad driving. This really strengthens my bull case for $WRD robotaxi. Remove the human element. Its safer and without senseless friction. Point A to point B"
X Link 2025-12-06T15:01Z 229.7K followers, 12.1K engagements

"Im surprised this isnt a more popular opinion"
X Link 2025-12-06T23:43Z 229.8K followers, 8391 engagements

"@Kryptonomanos Eventually but still decades away"
X Link 2025-12-07T04:36Z 229.8K followers, XXX engagements

"$WRD will seem obvious soon"
X Link 2025-12-07T14:14Z 229.7K followers, 2934 engagements

"@priv8_code Probably the opposite. It will inflate useful assets. NFT speculators have already moved to Pokemon"
X Link 2025-12-09T17:32Z 229.7K followers, XXX engagements

"@BoxLongs @Koralan111 🙏"
X Link 2025-12-10T03:18Z 229.7K followers, XXX engagements

"Nevan Charles Elam sends his regards"
X Link 2025-12-11T15:57Z 229.7K followers, 3113 engagements

"The more I study Sophie Rain the more I like her. Shes a brilliant marketer. And she plays the long game. This girl is going places. Yes I subbed to her OnlyFans. I did it for educational purposes so I can learn more about her. Im happily married"
X Link 2024-12-05T01:20Z 229.8K followers, 1M engagements

"This is my final post on the Pixel Vault asset acquisition offer. And if I dont get an LOI today consider it formally withdrawn. There will not be a followup post. But for those interested I outlined a sensible and immediate plan of action working alongside with Chuba. This includes the leveraging of unreleased tech that Chuba has already built. We believe we can leverage AI to create a low lift monthly comic that is topical and based upon ct chatter and trends. It will be sold on a shallow bonding curve for a nominal fee. Chuba has a scratch and win lottery ticket tech that we will leverage"
X Link 2025-07-24T17:30Z 229.8K followers, 35.4K engagements

"Last week it was Magic Eden with multiple layoffs. This week its Doodles. Pixel Vault closed. The NFT industry is reaching a bottom. Only Pudgy Penguins is really notable. Although others are still trying hard. And most just slipped away. Bubble popped and its still deflating"
X Link 2025-07-24T19:08Z 229.8K followers, 104K engagements

"We have seen Luca turn around Pudgy Penguins. Spencer seems to be doing the same with Moonbirds. Garga came back as Yuga CEO and has been delivering. Matt is cooking with Critters. Crypto does have some transformational leaders. Your job is easy. Just bet on them"
X Link 2025-08-16T17:12Z 229.8K followers, 37.5K engagements

"The Sandbox sold over $350M worth of virtual land in 2021. Let that sink in"
X Link 2025-08-27T22:02Z 229.8K followers, 87.2K engagements

"The very simple way to explain the Strategy flywheel is that it requires NFT prices to rise in perpetuity. When this doesnt happen the thing breaks. Actually now were seeing NFT prices fall. So the flywheel is working in reverse"
X Link 2025-10-07T17:07Z 229.8K followers, 52.6K engagements

"Something we havent seen in awhile that we love to see is the Amplitude $AMPL CFO (whos a boss with many wins) making a $300k open market buy. This stock is very underappreciated. Has a legit 10x or even 100x chance with @spenserskates as a generational leader. More on it soon"
X Link 2025-11-12T23:00Z 229.8K followers, 6191 engagements

"This well coordinated Zcash marketing campaign comes at a real cost. These mega influencers that have made vast fortunes off promoting Bitcoin are now discrediting it in an attempt to push a completely contrived narrative of Zcash being better. Its the only way they can sell it"
X Link 2025-11-23T18:50Z 229.8K followers, 30.2K engagements

"Im pretty sure that the MEXC business strategy is to just steal everybodys money and return those that complain loud enough on X"
X Link 2025-11-27T23:12Z 229.8K followers, 59.1K engagements

"My new hobby is reading LinkedIn career highlights from failed crypto founders desperately looking for work"
X Link 2025-11-29T04:01Z 229.8K followers, 32.8K engagements

"I havent seen retail investors so excited about a stock like $PATH since $GME in 2020. A real cult following is starting to kick off. And unlike GameStep which even today is basically still a meme UiPath has alot of tech (and shorts). See for yourself:"
X Link 2025-12-04T03:15Z 229.8K followers, 10.6K engagements

"$AMPL founder and CEO @spenserskates continues to give good vibes after listening to him on a Y Combinator podcast yesterday talking about AI disruption of traditional software SaaS companies. Amplitude well positioned to not only not be disrupted but actually be the disruptor"
X Link 2025-12-04T13:14Z 229.8K followers, 3370 engagements

"And you can buy $AMPL at a XX% discount to its 2021 post-IPO high before everybody else figures this out. Thats the alpha right there. Amplitude is moving fast and has Cursor and maybe a major unnamed LLM (according to CFO yesterday @ UBS conference) as AI analytics customers"
X Link 2025-12-04T13:14Z 229.8K followers, 1796 engagements

"$AMPL really acquihired the most elite set of AI nerds from YC during the past year. If you have the vision to look out even a few months I think youll be blown away with what these Chads roll out. Starting with Ask AI next month. The Cursor of analytics. Rerating very soon"
X Link 2025-12-04T16:10Z 229.8K followers, 3786 engagements

"In a Y Combinator podcast yesterday @spenserskates revealed that since relasing the free AI Visibility tool a few weeks ago that Amplitude platform signups have DOUBLED. Sounds like kinda like alpha right there. Certainly hasnt reflected yet in the price of $AMPL. Down 90%😲"
X Link 2025-12-04T16:34Z 229.8K followers, 5586 engagements

"$AMPL down XX% from its 2021 peak and XX% from its IPO price to be clear. Still thought of as a legacy analytics SaaS. Instead of an AI disruptor"
X Link 2025-12-04T16:37Z 229.8K followers, 1921 engagements

"@BoxLongs @DogLog29 He really reminds me of a guy that works at Accenture. And thats where he spent his career. So it fits. And tbh these people just love to hear themselves speak"
X Link 2025-12-09T20:46Z 229.8K followers, XX engagements

"Update on my crypto exchange short thesis a month ago. $GEMI $COIN Bitcoin down 11%. Which is important as its a good pair trade long so you stay delta neutral. Coinbase stock down 21%. Gemini down a whopping 47%"
X Link 2025-11-13T23:35Z 229.8K followers, 16.4K engagements

"$GEMI short absolutely printing. Stock down XX% in X months. Company and executives have now fully pivoted to just pumping Zcash. Is there even a reason to cover the short here"
X Link 2025-11-24T17:31Z 229.8K followers, 8201 engagements

"People always ask if there were signs. This clip is from a year ago👇 Over the last two weeks Andrew we've generated $XXX billion in BTC gains. We're making $XXX million a day. I'm staring at my screen and we're selling dollar bills for $X sometimes a million times a minute"
X Link 2025-12-01T14:36Z 229.8K followers, 656.8K engagements

"Gemini $GEMI is down XX% from its well oversubscribed IPO price in just X months. And down nearly XX% from the high print that day. Diabolical destruction of capital"
X Link 2025-12-01T23:09Z 229.8K followers, 8399 engagements

"My crypto exchange short thesis came just a few weeks after the IPO. $GEMI"
X Link 2025-12-01T23:11Z 229.8K followers, 3104 engagements

"No real thesis on $FLY but down XX% in X months from its very hyped IPO price and XX% off its peak. Seems like a good R/R on rockets / aerospace / national defense. Especially with the US planning a Golden Dome and Firefly probably a part of it. Can moon any time. Pardon the pun"
X Link 2025-12-03T03:27Z 229.8K followers, 5505 engagements

"Firefly Aerospace $FLY is down XX% from its peak only a few months ago. Despite landing Blue Ghost successfully on the moon. It has another launch in a few months so will be in the news again. Trades at $1.7B EV with $900M cash and no debt. Its valued less than many meme coins"
X Link 2025-12-03T12:58Z 229.8K followers, 9661 engagements

"Been thinking alot about WeRide $WRD. Feels like a true L4 autonomous driver Robotaxi player that juat came off a nice earnings call and has positive updates about operating in Dubai already. Still priced at half its IPO valuation. Will benefit from robotics tailwind. Big upside"
X Link 2025-12-03T17:46Z 229.8K followers, 9875 engagements

"$GEMI likely bottomed here after losing XX% in XXX months since its IPO for no fundamental reason. I gave the short thesis for it right off the bat. But now at 1/70 the valuation of $COIN and 1/7 its 2021 venture valuatiom it looks compelling with plenty of new product catalysts"
X Link 2025-12-04T12:53Z 229.8K followers, 3360 engagements

"Most importantly the $GEMI credit card is seeing unprecedented adoption. At XXXXX% APR it could drive meaningful revenues. Also excited for the derivatives license and prediction markets. Should hear more on this soon. Gemini really has right to win here. Good secular crypto bet"
X Link 2025-12-04T12:53Z 229.8K followers, 1428 engagements

"Everything has a price where I get interested. And while I (rightly) labelled it a terminal short at $XX $GEMI is a BUY at $XX. It has been substantially derisked at these levels. And given its financial super app vision its not entirely boxed into only crypto which I like"
X Link 2025-12-04T12:53Z 229.8K followers, 1421 engagements

"Are data centers in space priced into some of these aerospace stocks like $FLY that are trading at XX% below the recent IPO price Would be very disruptive to land based data centers. So many advantages like: -No land / cooling needed -Unlimited solar energy -Global low latency"
X Link 2025-12-04T20:20Z 229.8K followers, 8194 engagements

"$WRD is trading at $2.4B EV with almost $800M cash w/ no debt and it actually has fully autonomous robotaxis running all over Abu Dhabi running on Ubers network. Meanwhile $TSLA is valued at over 600x more at $1.5T and it still uses human safety drivers in its robotaxi pilot.🤔"
X Link 2025-12-05T02:46Z 229.8K followers, 20.1K engagements

"$RXRX publishes positive results this morning on the first ever drug developed with AI.😲 $NVDA is an investor at much higher prices. Cathie Wood has been buying recently. Stock has XX% short interest"
X Link 2025-12-08T14:04Z 229.8K followers, 9913 engagements

"Theres a reason why despite the web3 gaming market being absolutely obliterated that theres no Critters Quest community fud and NFT prices are still subtantially above mint price. Its because this team isnt just heads down building but they communicate all day every day.🎄"
X Link 2025-12-08T19:28Z 229.8K followers, 5260 engagements

"CryptoPunks at $100k are likely the most overvalued asset class in the world"
X Link 2025-12-09T17:08Z 229.8K followers, 37.4K engagements

"@El_Crypto_Chapo Theres literally a dozen people left that care about this market. And 2/3 of them are the ones selling their zero cost basis CryptoPunks as fast as they can. No marginal buyers left. No DAT fomo. Not first NFT as they once claimed. Will inevitably go to zero"
X Link 2025-12-09T17:13Z 229.8K followers, 8995 engagements

"I think the most important thing thats going to happen in the world in the next X to X years is data centers in space. How to play 1) I want to get long space. So Im buying $FLY (down XX% for no reason). 2) Ill fade land based data center plays. Including energy inputs"
X Link 2025-12-09T20:23Z 229.8K followers, 42.7K engagements

"Sam Altman is talking about $ASAN. He and Dustin Moskovitz go ways back"
X Link 2025-12-10T03:00Z 229.8K followers, 4657 engagements

"$RELY CEO today sees the biggest opportunity in stablecoin adoption for Remitly simply from their tens of millions of foreign recipient users that will want to hodl a stronger USD over local currencies that are in terminal decline. Stablecoins are basically the USD trojan horse"
X Link 2025-12-10T03:26Z 229.8K followers, 3917 engagements

"News today👇 Blue Ghost landers and Elytra orbiters are well equipped to support Voltas larger vision for a lunar power network. If you know about lunar power (and space data centers) then you will see $FLY is well positioned. Ill buy for XX% off its August 2025 IPO price"
X Link 2025-12-10T14:32Z 229.8K followers, 5855 engagements

"Its remarkable that this is worth $2300"
X Link 2025-12-11T06:37Z 229.8K followers, 23.4K engagements

"Dubai launches WeRide pilot today. Book WeRide under the Autonomous tab in the Uber app in highly populated areas. After trying unsuccessfully to get a human Uber (and even Lyft) for nearly an hour last night Im buying more $WRD today. THE FUTURE Fuck drivers. I want robots"
X Link 2025-12-11T14:50Z 229.8K followers, 3837 engagements

"@BoxLongs Same rhetoric likely"
X Link 2025-12-11T15:29Z 229.8K followers, XXX engagements

"AI robotics and space are where I think well have the strongest narrative tailwinds for 2026. Bonus points for companies playing in all three categories like $FLY (down XX% from recent highs.🚀"
X Link 2025-12-11T18:33Z 229.8K followers, 6160 engagements

"I hope people realize that I wasnt trying to be mean when I said that your cartoon monkey pics are going to zero. Some always take it the wrong way and use the opportunity to make personal attacks against me. Im genuinely trying to help people with actionable insights"
X Link 2025-12-11T18:39Z 229.8K followers, 23.7K engagements

"Never fall in love with any asset. Always be able to cut bait when your thesis is proved wrong. And make sure to hodl. You cant get rich off XX% moves. But not cashing a 10x gain is just retarded"
X Link 2025-12-11T19:09Z 229.8K followers, 8719 engagements

"Remember all the people that said that theyll buy a Mutant at XXX ETH Getting pretty close. And I bet they dont buy"
X Link 2025-12-12T03:33Z 229.8K followers, 9007 engagements

"RTFKT wont even pay its $10/month web hosting bill. So now you cant even see the jpegs that you collectively bought for over $100M"
X Link 2025-04-24T12:47Z 229.7K followers, 168.9K engagements

"The only analyst that follows $TEAD really is JMP and he has a $X PT which was lowered from $XX but BUY reiterated a few weeks ago. Thats a 3x to his revised ultra conservative target. Do what you like with that information"
X Link 2025-10-27T15:38Z 229.8K followers, 2909 engagements

"@MetaVsMe @Whaler99_ Ive been posting alot about these. $CHYM being the latest. Im also long $TEAD and you can get a way better entry than me as Im down big on that (but dont think Im wrong). $RPD and $CMRC a couple of my biggest positions and Im also down on these. But conviction is strong"
X Link 2025-11-09T15:44Z 229.8K followers, XXX engagements

"@BoxLongs Id say theres alot of these but can shortlist ones without debt issues and were not SPACs. Just off top of my head from ones I own: $MQ $CMRC $BLND $RSKD $CDLX (has some debt)"
X Link 2025-11-11T14:07Z 229.8K followers, XXX engagements

"Its not lost on me that Haveli bought a near XX% stake in Couchbase mere months before it took it private this past June. Same playbook with $BLND. As it recently bought 10M shares open market. Obvious that this company will be taken out. Just hope it goes a little higher first"
X Link 2025-11-30T15:18Z 229.8K followers, 8879 engagements

"If Goldman Sachs is right and $CHYM take rate is XXXX% vs XXXX% then it means 2026 GAAP net income is $77M (7x consensus) and 2027 will be $307M (2x). Tiny shift = massive outperformance. None of this includes ANY new platform products like I anticipate to compete with Robinhood"
X Link 2025-12-02T05:00Z 229.8K followers, 5924 engagements

"UiPath reports today after the bell. $PATH down XX% off a post-IPO peak a few years ago. Has been sort of forgotten (and misunderstood) as a RPA play. People think its old tech with agentic AI being new. But its Maestro platform compliments the RPA in a very compelling way"
X Link 2025-12-03T14:48Z 229.8K followers, 5136 engagements

"At some point the market will start to reprice $ASAN as the agentic control plane for knowledge-work orchestration rather than just another work flow software tool. Its the reason that @moskov has literally bought well over a BILLION DOLLARS worth of shares recently open market"
X Link 2025-12-03T14:54Z 229.7K followers, 4670 engagements

"Haveli out there in plain sight in the open market literally acquiring all of $BLND"
X Link 2025-12-04T01:31Z 229.8K followers, 4618 engagements

"Im not gonna post about crypto anymore outside of the major assets. Its so obvious to me when tokenomics simply make no mathematical sense and I know it will collapse. And I can be repeatedly right for years calling this stuff out. But at the end of the day nobody really cares"
X Link 2025-12-04T02:49Z 229.8K followers, 10.8K engagements

"$AMPL has some room here"
X Link 2025-12-04T16:46Z 229.8K followers, 6270 engagements

"What a difference a few years makes as narratives shift. $META surges X% on Zuck simply making a comment that its cutting back on its metaverse investments. The same hype that mooned the stock in 2021 is now such a toxic category that the stock gains $100B value by snubbing it"
X Link 2025-12-04T19:18Z 229.8K followers, 8646 engagements

"For those asking I havent sold any $PATH. Its still very early in the narrative shift from Robotic Process Automation to that plus Agentic AI. Stock still trading ar a XX% discount to its IPO price. Inflection point hit. Next phase is the analysts coming on board with upgrades"
X Link 2025-12-05T11:01Z 229.8K followers, 8321 engagements

"American investors cant grasp the level of innovation taking place in Asia with respect to robotics and in particular autonomous driving. Its alot of disbelief so they fud the stocks because all they see in SF are robotaxis with safety drivers. Thats the alpha. Im long $WRD"
X Link 2025-12-05T16:43Z 229.8K followers, 5517 engagements

"@FB_WSB No but I bought shares last week. Open market"
X Link 2025-12-06T15:16Z 229.8K followers, XXX engagements

"Autonomous driving has been consuming my mind. I really believe its the most obvious mega trend that well see play out over the next few years. Like its actually here now and works nearly perfect. But still hardly anybody believes it. And once you try it youll never go back"
X Link 2025-12-07T04:34Z 229.8K followers, 17.2K engagements

"$WRD bull thesis👇 - Only company scaling L4 robotaxi at same time as L2++ ADAS - L4 robotaxi running NOW in Abu Dhabi with no safety drivers or at fault collisions - 2nd globally to Waymo but trades at only 1/200 its valuation with no debt - 5x growth expected over next X years"
X Link 2025-12-08T03:35Z 229.8K followers, 7163 engagements

"God bless anybody that still cares about NFTs"
X Link 2025-12-09T14:35Z 229.8K followers, 17.9K engagements

"Were literally in the midst of the most disruptive technological revolution in history with AI space travel autonomous driving and much more.🚀 And theres still people here that are fascinated about jpegs. Do you mfers hate money and like being depressed XX% of the time🤷"
X Link 2025-12-09T17:25Z 229.8K followers, 14K engagements

"Hear me out a Judeo Christian Dubai would cook. Add bacon. Allow beer in the malls. Ban smoking indoors. Be a bit more tolerant towards weed. Locate it in a proper time zone. Everything else is pretty much perfect about the place"
X Link 2025-12-09T21:07Z 229.8K followers, 10.8K engagements

"@Mealsandeals @gmoneyNFT It doesnt need to be XX ETH. Thats alot between friends. Gmoney my friend. Dont want to create animosity. Id do X ETH on that bet. Enough to keep it interesting"
X Link 2025-12-09T21:14Z 229.8K followers, 4021 engagements

"$RXRX has a XX% short interest and just published pretty positive data on the first drug developed with AI. Its a bit of a long shot because it does dilute alot as it sells shares since it needs cash. But its a candidate for a face ripping squeeze. And Cramer is max bearish.🚀"
X Link 2025-12-09T22:04Z 229.8K followers, 4580 engagements

"You cant tell me that $GEMI is worth only 1/60th of $COIN. I feel its a much better brand. No fud. Doesnt have a history of mass freezing accounts and platform crashes during market volatility. Clear vision of fintech super app with prediction market and derivatives tailwinds"
X Link 2025-12-10T03:17Z 229.8K followers, 8933 engagements

"@crypto_stevie @digitalartchick These all have alot of room. I havent sold any $ASAN. Added more $FLY today actually"
X Link 2025-12-10T03:27Z 229.8K followers, XXX engagements

"$GEMI has alot of predictable tailwinds over the next year. Nevermind the obvious crypto mega trend. All it needs to do is copy $HOOD with stocks perps and prediction markets. Its coming. Gemini is a strong brand that doesnt have a legion of retail haters like Robinhood does"
X Link 2025-12-10T16:30Z 229.8K followers, 7726 engagements

"No need to reinvent the wheel for $GEMI. Its branded credit cards are growing fast. Exchange revenues are scaling. Its properly positioned to capitalize as a retail super app. I hated it at $XX (posted a short thesis) but I love it here at $XX. Check back on this one in a year"
X Link 2025-12-10T16:33Z 229.8K followers, 2109 engagements

"$AMPL is quietly becoming THE leader in AI analytics. It poached several top AI builders from Y Combinator the past year. And the best part is you can buy it at XX% discount to its 2021 IPO price before the market catches up. Thats the alpha. @spenserskates is a huge brain Chad"
X Link 2025-12-10T20:01Z 229.8K followers, 4647 engagements

"Took X hours to play out"
X Link 2025-12-10T21:45Z 229.8K followers, 2558 engagements

"Polymarket is valued at $9B. $GEMI now holds a US license for prediction markets and now has the right to win in this category. Its only valued at $1.5B with a XX% short interest. Do what you like with this information"
X Link 2025-12-11T17:22Z 229.8K followers, 8956 engagements

"$FLY poaches Senior Director of Operations Space Intelligence and Weapon Systems at Boeing as new COO. This is a BIG hire. Ramon was a top space executive with Boeing for nearly XX years. Firefly is preparing for work on the Golden Dome. Its the US version of Israels Iron Dome"
X Link 2025-12-11T21:40Z 229.8K followers, 4043 engagements

"@FutureForbesX @tradertacko On paper its been absolute terrible VC year for me and probably everybody else. But my bets on this stuff are long dated and also really only need X to hit every few years. Im already up a stupid amount. I just tell it like it is. Dont listen and fade me to zero on this stuff"
X Link 2025-12-12T03:43Z 229.8K followers, XXX engagements

"@FutureForbesX @tradertacko Im confident that I add more value than nearly everybody else here just being a guu you cannot buy off or pay to say good things about your project. I leaned into Critters hard youre right and its substantially above mint price still in an horrendous web3 gaming market"
X Link 2025-12-12T03:45Z 229.8K followers, XXX engagements