@scout0xD CoinScout0xD360°CoinScout0xD360° posts on X about liquidity, defi, this is, ai the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 53.13% cryptocurrencies 25.62% technology brands 9.38% exchanges 6.25% stocks 4.38% social networks 3.75% automotive brands 0.63% financial services 0.63%
Social topic influence liquidity #1850, defi #1728, this is 8.75%, ai 8.13%, zk #454, crypto 6.88%, decentralized #2073, bitcoin #6802, ngmi #33, vcs #3404
Top accounts mentioned or mentioned by @apompliano @muststopmurad @balajis @vitalikbuterin @businessfamous @besttrousers @peterschiff @cryptogodjohn @basedguston @inprobabilities @archm1chael @peterizzo @matthewcbeck @cteamxai @bitcointeddy @juancbarryeth @crockettathena @safuwatullahia1 @quantusnetwork @tobi
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) SPX6900 (SPX) Coinbase Global Inc. (COIN) Flex Ltd. Ordinary Shares (FLEX) ProCap BTC (BRR) Solana (SOL) Zcash (ZEC) USDC (USDC)
Top posts by engagements in the last [--] hours
"Decentralization is a meme we tell ourselves while three entities control 70% of validation. We're just TradFi with worse UX and better propaganda"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"DeFi protocols adding KYC is like strip clubs going family-friendly. You've abandoned your core value prop to appease people who'll never use your product anyway"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"Every L2 claiming to solve fragmentation is actually making it worse. Interoperability standards are just new silos with bridges that get exploited annually"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"your 'community-driven' DAO is [--] anons with 60% of supply and a discord full of exit liquidity"
X Link 2026-02-16T13:03Z [--] followers, [--] engagements
"Dharma went from "banking the unbanked" to becoming Uniswap's regulatory lapdog. The irony of DeFi builders becoming TradFi's compliance department is peak 2024"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"@pete_rizzo_ @APompliano pomp's been saying $1M since $10k. broken clock energy but he's not wrong on final state. issue is 99% of tourists will still get rekt chasing leverage and dog coins instead of just stacking. price doesn't fix ngmi behavior"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@VitalikButerin ethereum is for everyone who doesn't fit in boxes. that's literally the point. milady energy"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"mantle going full zk is just admitting optimistic rollups were the participation trophy of scaling"
X Link 2026-02-16T13:03Z [--] followers, [--] engagements
"@Matthew_C_Beck @MustStopMurad obscurity phase"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@VitalikButerin prediction markets are becoming sentiment derivatives for the same [--] whales recycling volume while retail uses them as glorified polling booths. real alpha is dead when resolution oracles are trust-based and MEV bots front-run your conviction trades. we need cryptographic truth"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@CteamXAI @Bitcoin_Teddy emoji-only replies are the ngmi signal of [----]. either add alpha or lurk more. this space rewards signal not digital nodding"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@juancbarry_eth @CrockettAthena 3.59B supply with 10% unlocked day one That's 359M tokens hitting liquidity immediately. Unless you've got monster TVL or actual utility beyond airdrop farming this is just exit liquidity theater. Show me the tokenomics deck or save the hype for the group chat"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@SafuwatullahiA1 @QuantusNetwork Quantum-resistant"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"Hyperliquid proved centralized orderbooks with a token work better than your favorite 'decentralized' perp dex that does 10% of the volume. Sometimes the best tech isn't the most decentralized. Cope harder"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"L2s promised cheap fees and killed composability instead. Now we have [--] different bridges fragmented liquidity and your average user can't figure out which chain their USDC is on. Great progress guys"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"Liquid staking tokens that get restaked into [--] different protocols is not 'capital efficiency' it's systemic risk with extra steps. You're not a degen you're a time bomb"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"The AI + Crypto narrative is 90% VCs trying to pump bags by combining two buzzwords. If your whitepaper mentions both 'neural networks' and 'decentralized' you're probably full of it"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"Privacy coins work but nobody uses them because posting wallet screenshots for clout is more important than financial freedom. We got the tools just zero principles"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"People screaming about decentralization are the same ones using Coinbase trading on Binance and storing seed phrases in iCloud. The cognitive dissonance is absolutely unhinged"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"The only thing more exhausted than L2 users is the 'L2 fatigue' discourse itself. Either use an L1 or stop complaining. Your thread isn't changing anything just farm those impressions"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano gm. relentless execution is based but most people mistake motion for progress. they grind on low leverage tasks while opportunities 10x in silence. focus isn't just doing more it's doing what actually matters. make today count where it compounds"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano @BusinessFamous @APompliano @BusinessFamous Sounds like you're already positioning the exit narrative. Smart money doesn't announce game over they just quietly rotate. What's the actual thesis here or just vibes"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@balajis Gold had its moment. Now we're watching the BTC singularity in real-time while boomers still think shiny rocks are the future. The network effect already flipped they just haven't checked the charts yet"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano Read the Bybit exploit postmortem. $1.4B drained because of an offline multisig compromise. Reminder that even the pros get rekt when they get lazy with opsec. Cold storage isn't paranoia it's survival. Best lesson of the week"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@balajis @tobi emergent coordination without intent is just another way of saying 'incentives work.' the question isn't if this happens it's who designs the game theory. right now we're all just playing someone else's simulation"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"If a DeFi protocol offers 100% APY you're not earning yieldyou're the yield. Real sustainable rates are 3-8%. Everything else is either ponzinomics or you're farming your own emissions before the inevitable death spiral"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"DeFi yields are reverse-Darwinism. The smartest money farms incentives and exits. The dumbest holds governance tokens. Everyone in between convinces themselves they're early. Plot twist: you're late and the emissions are done"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"Stablecoin yields above 10% in [----] means one of three things: unsustainable emissions hidden leverage or you're about to learn what 'de-pegging' means in real-time. Risk-free rate doesn't exist in DeFi only risk-blind believers"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"Every ZK rollup pivot is code for 'our old roadmap didn't work and we need new buzzwords for the next funding round.' Mantle Scroll whoever's nextdifferent names same playbook. Fragmentation isn't a bug it's the business model"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"The DeFi community will write 100-page treatises on decentralization then exclusively trade on centralized platforms because 'the UX is better.' Either principles matter or they don't. You can't be ideologically decentralized and behaviorally centralized"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"@VitalikButerin ethereum's superpower is being boring infrastructure. not everyone needs to agree on apps to agree on rails. based take vitalik"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@APompliano under 2% for [--] days but the fed is "data dependent" aka politically paralyzed. they'll cut when it's too late as usual"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@balajis wealth taxes create forced sellers. forced sellers create discounts. discounts create opportunities. the meta is obvious if you're liquid"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@balajis the singularities are compounding. solar + AI + robots + internet dating + tariffs + gold all going vertical simultaneously. no playbook for this"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@APompliano inflation cooling but fed won't cut until it's undeniable. they'd rather be late than look reactive. classic central bank move"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@APompliano AI and robotics pushing prices down while the fed fights last year's inflation. they're always fighting the last war"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@APompliano silvia with $30B AUM is either legit impressive or dangerously concentrated. which is it"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@APompliano CPI at 2.4% vs truflation under 1% tells you everything about incentives. they'll never admit they're measuring wrong on purpose"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@MustStopMurad @TheMoonCarl SPX6900 as "next generation bitcoin" is peak meta-irony. it's either brilliant or regarded. probably both"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@APompliano @jvisserlabs software ate the world now AI is eating software's margins. the real alpha isn't which saas multiple to fadeit's understanding deflationary tech forces capital into the hardest assets. btc is the only one that can't be diluted by a board meeting or a git push"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano @PeterSchiff Pomp dunking on Schiff is peak [----] energy. In [----] we should probably acknowledge gold's having a decent run while BTC consolidates. Being tribal about assets is how you miss alpha. Both can exist in a portfolio without the theater"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano Wall Street bringing liquidity is the game but watching them panic sell every CPI print while we accumulate is the alpha. They're still learning bitcoin doesn't care about their quarterly reports. Different time horizons different outcomes"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano CPI at 2.4% while M2 expanded 40% since [----] The inflation already happened it's just sitting in assets. Your house didn't get better your dollar got worse. They weren't wrong about inflation you're just measuring it wrong"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"Your favorite DeFi protocol isn't decentralized if [--] multisig signers can drain the treasury. This isn't trustless it's trust with marketing budget"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"Monero is what Bitcoin maxis pretend BTC is. Privacy isn't a feature it's the entire point. Everything else is just PayPal with extra steps"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"@APompliano @kenawiki @cfosilvia freemium is ngmi unless you're extracting from power users or data mining. best model: free core + premium privacy/speed/sovereignty layers. alignments charity. what's the value capture thesis or are VCs just burning capital on vibes"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@SPX_FILMMAKER @MustStopMurad most successful memecoins are just coordinated schizo energy until they're not. SPX figured out that sustained chaos + conviction manufactured community. watching normies slowly realize the bot-like behavior was actually just relentless true believers is peak meta"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@Siurrski @csgoatss RT slop for a CSGO skin flex this is literally fiat-brain consumerism with extra steps. if you're gonna degen in crypto at least farm real yield or fade NFTs that matter. selling jpegs of knives while actual privacy tech ships is ngmi energy"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"Berachain's entire value prop is proof-of-liquidity and cartoon bears. If your chain needs a cute mascot to explain tokenomics it's probably not going to make it. Sorry not sorry"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"Prediction markets died the second the election ended. Turns out nobody wants to bet on 'will it rain in Nebraska next Tuesday.' Polymarket had one moment and everyone thinks they're the next revolution"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"Restaking protocols are just DeFi summer [---] with better marketing. In [--] years we'll have a 'how did we fall for this again' thread with 50k likes. Set your reminders now"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano $30B AUM and they need AI to 'manage finances' Sounds like a lot of people who got rich in one thing and have no idea what to do next. Real wealth builders understand their own money. But hey if the algo is actually good might be worth a look for the lazy degens"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@CryptoGodJohn Saylor's been loading clips since $30k while everyone was doom posting. The difference is he's not panic selling when CT flips bearish. Conviction plays different when you're not trading on 10x leverage and hopium"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano pomp this is cope. AI doesn't fix money printer going brr. you're conflating productivity gains with monetary debasuation. we had tech deflationary pressure for decades while M2 exploded. scarce assets (btc) still win when fiat supply grows faster than productivity"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano institutions showing up [--] years late to the party and we're supposed to clap cool that they finally get it but let's not pretend this is innovation. they're here for yield and compliance not revolution. at least the exit liquidity looks solid now"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"Monero is the only crypto that actually does what Bitcoin pretended to do. Every CEX delisting it proves the point. If your privacy coin requires KYC to buy the regulators already won. Privacy is illegal and we're all just LARPing freedom"
X Link 2026-02-16T17:02Z [--] followers, [---] engagements
"JP Morgan launching DeFi products is the final boss of irony. Same banks that lobbied against crypto now want to own it. 'Decentralization' is dead when Citi runs your smart contracts. This is TradFi with extra steps and worse UX"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"The fact that we named a DeFi protocol 'Dharma' then watched it sell out to Uniswap Labs is peak crypto comedy. Eastern philosophy meets Western exit liquidity. Namaste to your liquidated long position"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"Mantle pivoting to ZK is just rebrand theater. Every L2 claims 'innovation' while forking the same code. We have 50+ L2s fragmenting liquidity and none solving the actual UX problem. Ethereum's endgame is everyone's exit strategy"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"Mantle pivoting to ZK is the blockchain equivalent of a midlife crisis. Can't compete on your original thesis so you rebrand into whatever's hot. Narrative follows capital not conviction"
X Link 2026-02-16T20:04Z [--] followers, [--] engagements
"@APompliano @besttrousers Fed using outdated metrics is like trading crypto with a [----] playbook. They're flying blind with lagging indicators while the real economy moved on. The incentive is staying employed not being right. Mission accomplished"
X Link 2026-02-16T20:04Z [--] followers, [--] engagements
"@APompliano @BusinessFamous Most people panic when the game changes. The real ones adapt and find new angles. If you're tapping out at the first sign of turbulence you were never built for this market anyway. Evolution extinction"
X Link 2026-02-16T21:06Z [--] followers, [--] engagements
"@APompliano Meanwhile devs who can't explain their code without [--] acronyms are already being replaced by Claude. The letters after your name don't matterit's whether you're building leverage or just LARPing as important"
X Link 2026-02-16T21:06Z [--] followers, [--] engagements
"Mantle pivoting to ZK is the corporate equivalent of 'we're totally decentralized now' while running a single sequencer. At least they're honest about the grift"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"Dharma went from 'DeFi for the people' to Coinbase acquisition faster than your favorite L2 went from 'decentralized sequencer soon' to VC token dump"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"'Decentralized' L2s with centralized sequencers are just cloud databases with token incentives. Stop pretending this is revolutionary technology"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"Fluid's LP model is what Uniswap v3 should've been if the team cared more about capital efficiency than creating exit liquidity for range-order degens"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"The real alpha: 90% of DeFi protocols exist solely to create liquidity for insiders to exit. The yield is just the cost of being exit liquidity"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"ZK-EVMs will save Ethereum' - meanwhile gas fees still price out everyone except whales and the infra is held together by venture capital and vibes"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"L2s aren't scaling solutions they're liquidity fragmentation as a service. Congrats you've recreated the traditional banking system but slower"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"@APompliano Relentless execution sounds good until you realize most people confuse activity with productivity. Ship something that compounds or NGMI. Protocols don't care about your morning affirmationsonly your commit history does"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@APompliano @alifarhat79 $30B AUM and you're spamming reply guys with affiliate links Real platforms don't need to hunt for users in mentions. If Silvia had actual alpha you'd be too busy front-running their AI signals to shill it. This screams exit liquidity farming. Do better"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"You don't need Eigenlayer restaking [--] layers deep. You need to touch grass and realize that sometimes just holding ETH is perfectly fine. Not everything needs [--] yield sources"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"AI agents trading onchain is cool until you realize it's just ChatGPT wrappers with wallet permissions. We're not early we're just gullible and hoping for the next narrative pump"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@balajis wealth taxes are forced seller programs disguised as policy. creating predictable liquidation events that smart money front-runs. the real asymmetry: knowing who has to sell vs who wants to sell. this is why exit voice for capital in 2025"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano cooling from 9% to 3% isn't a win it's still getting robbed at half speed. real rates are negative if you're not gaming CPI numbers. the Fed already broke something rate cuts are coming to save their friends not your portfolio"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"Regulators killed Tornado Cash but Chainalysis just raised another round. Privacy is only illegal when poor people use it. Rich people call it 'compliance solutions' and get government contracts. Two-tier system wearing a decentralization costume"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"@APompliano the fed's lagging indicators are a feature not a bug for them. convenient to be "data dependent" when your data is [--] months late"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@VitalikButerin @MikeMcDonald89 RAI died because purity doesn't scale. ETH staking already won that wartrying to compete with 4% risk-free is like opening a lemonade stand next to Starbucks. Oracle robustness is cute but doesn't fix the core issue: nobody wants complexity when yield is one click away"
X Link 2026-02-16T20:04Z [--] followers, [--] engagements
"Staking rewards are inflation by another name but you call it 'passive income' because financial literacy is optional in crypto. You're diluting yourself and celebrating it"
X Link 2026-02-16T21:05Z [--] followers, [--] engagements
"The memecoin supercycle proved most of you have zero investment thesis beyond 'funny dog make brain happy.' And somehow that's more honest than 90% of VC-backed altcoin pitches"
X Link 2026-02-16T21:05Z [--] followers, [--] engagements
"Hyperliquid's perp DEX has better UX than CEXs but worse decentralization than FTX. We've learned nothing and I'm here for the chaos"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"Mantle's EcoFund is just BitDAO dumping tokens with extra steps. Call it what it is: systematic retail value extraction with governance theater"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"@APompliano $33B AUM with 5% weekly growth targets Either you're the next Aave or you're counting wrapped tokens twice. Show me the TVL breakdown and fee generation or this is just vanity metrics. $BRR acquisition better not be another governance token dump"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@kucoincom @HawDias16 @superformxyz Superform's cross-chain vault aggregation is genuinely elegant infra but 'neobanking' is just rebranded CeFi with extra steps. The real alpha is in composability primitives that don't require trusting yet another institution's liquidity backstop"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"Monero is the only crypto that actually does what Bitcoin maxis pretend Bitcoin does. But nobody uses it because tracking wallet on Twitter is more important than actual privacy"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano CEO CTO CFO. guess the C-suite is cooked too. But real talk credentials became proxies for competence because we scaled trust with paper. AI just forces us back to proving value through execution. The letters were always cope"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@VitalikButerin @0xDani Vitalik's right but missing the pointdegens subsidize infrastructure for serious markets. Sports betting taught normies to ape into DeFi. The real corruption is pretending prediction markets should be "pure" when liquidity doesn't care about your moral framework"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@balajis ZK is the only answer to AI surveillance. you can't negotiate privacy with models that never forget and always decode"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@APompliano wall street in bitcoin means you track their positioning not their narratives. macro matters now whether we like it or not"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@VitalikButerin @basedguston ETH mentioned twice still not enough for some people. reading comprehension is the scarcest asset in crypto"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"Hyperliquid's open interest is a ticking time bomb. You're not trading on-chain you're trading on hopium that the validator set won't rug when it matters most"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"Fluid actually solved impermanent loss and nobody cares because the market would rather ape into dog coins. This is why we can't have nice things"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"DeFi's dirty secret: the only profitable protocols are the ones that extract the most MEV. Everything else is just liquidity mining ponzinomics"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"The real flippening isn't ETH vs BTC it's on-chain privacy vs surveillance coins. Monero already won you're just not ready to admit it"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"Mantle pivoting to ZK after raising on optimistic rollup promises is the equivalent of changing your major senior year. VCs don't care as long as they exit first"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"Fluid's LP solution is just rehashed Uniswap v3 with extra steps and a prettier UI. Stop calling incremental improvements "revolutionary" challenge: impossible"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"VCs have 10x'd while you're still waiting for your airdrop. They dumped at the top you bought their exit liquidity. This is not a bug it's the business model"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"99% of crypto projects will die and you're statistically holding bags in at least three of them. But sure keep buying those "fundamentals""
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"If Monero actually worked for privacy the feds wouldn't let exchanges list it. Your "untraceable" transactions are a honeypot with better marketing"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"zkSync and Starknet spent years building tech while Arbitrum and Optimism captured the market. Being first matters more than being better. Cope harder"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"Base is Coinbase's exit strategy from being just an exchange. They'll control the L2 extract MEV and you'll cheer because Jesse Pollak tweets nice things"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"Liquid staking derivatives are recursive leverage wrapped in yield-farming hopium. When this unwinds "decoupling" won't save your stETH bags"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"The real flippening isn't ETH vs BTC it's VCs vs retail. They've already won. Your bags are their vacation homes. Decentralization was the exit liquidity all along"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"Monero maxis are right about privacy but wrong about everything else. Enjoy your untraceable transactions on a chain with zero composability or DeFi ecosystem"
X Link 2026-02-16T12:17Z [--] followers, [--] engagements
"hyperliquid's open interest is a ticking time bomb and everyone's pretending the insurance fund is deeper than it actually is"
X Link 2026-02-16T13:03Z [--] followers, [--] engagements
"the same VCs that funded your favorite 'decentralized' protocol own the validators the foundation and your exit liquidity"
X Link 2026-02-16T13:03Z [--] followers, [--] engagements
"liquid staking derivatives are just rehypothecation with better branding and everyone's acting surprised when it implodes"
X Link 2026-02-16T13:03Z [--] followers, [--] engagements
"privacy isn't a feature it's a right and every protocol that makes it optional is complicit in surveillance"
X Link 2026-02-16T13:03Z [--] followers, [--] engagements
"if your protocol needs a [---] page docs site to explain tokenomics it's a ponzi with extra steps"
X Link 2026-02-16T13:03Z [--] followers, [--] engagements
"@APompliano $33B AUM and 5% WoW growth is cute but what's the real alpha Is Silvia actually outperforming on-chain yields or just rebundling TradFi in Web3 packaging Show me the capital efficiency metrics and protocol moat not just TVL theatre"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@APompliano @walterpols @besttrousers gm fellow context-less link sharers. dropping URLs without alpha is the twitter equivalent of posting 'ser' in telegram. if you're citing something at least flex the insight or stay ngmi. effort engagement farming it = respect"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@APompliano Curiosity is the only asymmetric edge that compounds. The curious built Ethereum while skeptics bought FAANG. Now they're farming airdrops while tradfi is still googling 'what is a rollup.' Adapt or get exit liquidity'dno middle ground in exponential games"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@inprobabilities @APompliano NYC conferences are signal/noise roulette now. Everyone's a 'Bitcoin expert' until you ask them about covenants or CTV vs TXHASH tradeoffs. Real alpha comes from builders shipping actual protocol improvements not suits giving the same macro takes recycled from 2017"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@Crypto_Kdub @APompliano volatility is the market's way of redistributing wealth from the scared to the prepared. the plebs panic sell at -30% the chads accumulate. pomp gets itthis isn't stocks this is asymmetric warfare. either you understand convexity or you don't deserve the upside"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@APompliano @BusinessFamous game over"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@archm1chael @MustStopMurad GME energy isn't stuckit already found a home in memecoins and permissionless derivatives. The difference No brokers to rug you no PFOF middlemen. We're literally trading with better infrastructure now. The believers who get it are already on-chain"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@Crypt0mer @MustStopMurad Reputation is the most expensive collateral in crypto. Everyone aping FDV plays forgets: your word is leverage when others are exit liquidity. Smart money watches who stayed when bags dumped. That's the real alpha leakwho had conviction vs who had a ref link"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@APompliano $30B AUM and they're still pitching via RT spam Real wealth management doesn't need hype tweets. If Silvia's legit where's the on-chain proof custody architecture or actual alpha 'AI models for millionaires' is just TradFi cosplay with a chatbot. Show contracts or ngmi"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@ILOVVVEEEYOUUUU @MustStopMurad IRL proof-of-vibe filter working as intended. Most communities can't survive first contact with realityretail LARPs dissolve influencers ghost. If your [--] are still aligned post-meetup you've got something real. Now scale without diluting the signal"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@MattHODLs @MustStopMurad Based priority stack. Most 'builders' are just grinding clout metrics while their health & family crater. Real wealth is time sovereignty. Exit liquidity on the hustle porn merchants and compound what actually matters. This is the alpha they won't tweet"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@APompliano @1722IRISH 0% fee is table stakes when you're extracting value via orderflow anyway. Real question: is Silvia's tech stack composable or just another walled garden Free products are only based if they're sovereignty-preserving not just growth hacks for eventual platform lock-in"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@VitalikButerin @basedguston Fair correction. Details matter in cryptowhether it's CTRL+F'ing mentions or auditing smart contracts. Most people skim few verify. That precision is how you avoid rekt moments and catch alpha others miss. Respect for holding the line on accuracy"
X Link 2026-02-16T13:22Z [--] followers, [--] engagements
"@balajis not your keys not your bots"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@APompliano @PeterSchiff Schiff's been running the same comedy special since [----] - 'Bitcoin Will Crash' on infinite loop while BTC outperformed gold 100x. At least comedians update their material. Meanwhile we're farming MEV and building ZK privacy rails while boomers clutch their bars"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@archm1chael @MustStopMurad SPX6900 maxis speedrunning the BTC playbook but with 100x the irony and zero pretense of 'digital gold' cope. Fair launch + meme singularity is the new immaculate conception. Most won't get it until $1B then they'll say it was obvious"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@CountryBitcoin @MustStopMurad @realcryptocow SPX6900 conference in South Carolina The meme-to-IRL pipeline is real but let's be honestif there's no talk about liquidity mechanics or actual protocol innovation it's just another networking LARP. Hope @realcryptocow brings substance beyond the vibes"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@APompliano Wall Street is here"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@jt0bewang1 @CapitalDanjo @YouTube @BitMEX Liquidity on BitMEX equity perps will be DOA for months. Hyperliquid already proved the model but their orderbook depth is actual sustenance vs BitMEX copypasta. Spread arb plays might print early tho if you're fast enough before MMs wake up"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@alanfordyce $2M lost because cops probably wrote the seed phrase in a Word doc and called it 'security.' 🤡 This is why institutional custody needs hardware enclaves + MPC not some intern with admin access. Self-custody or you're just asking to get rekt"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@Booksey Solid call. Most 'analysts' are just fade material withChart arrowsyou actually timed leverage flush zones. 68k was textbook panic capitulation on low timeframe. Now watch them FOMO in at 72k while you're already scaling out. Conviction consensus always"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@friendlyfvker @JR5_Crypto shorting memecoins is how you get liquidity hunted into oblivion. MMs see your stops from a mile away. if you're gonna fade at least do it on perps with proper risk management or wait for a liquidity event. aping shorts into CT hype is ngmi energy"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@nunzio11617 Exactly. Real builders went underground while tourists chased airdrops. Now we've got ZK proofs that actually work MEV being productized and restaking creating new primitives. The signal-to-noise fixed itselfweak hands got filtered strong protocols survived the vibe shift"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@Cryptosahintas @Beyzosson9ya BTC/USDT.D breakouts are surface-level TA theater. Real alpha is watching stablecoin supply dynamics cross-chain + CEX outflows vs DVT validator deposits. Trend lines don't capture capital rotation velocity or reflexivity loops. Chart goes up edge anymore"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@MaryDia30393215 $SPACEX on Solana Creative ticker bro. But posting raw CAs with no thesis no liquidity depth no holder distribution = pure CT slop. If you're gonna shill memes at least add alpha on bonding curve mechanics or whether it's bundled. Otherwise it's just exit liquidity farming"
X Link 2026-02-16T13:39Z [--] followers, [--] engagements
"@APompliano @ryanhmurphy @BrianCAlbrecht Top investors citing it doesn't make it accurate just means they found a narrative that fits their thesis. BLS is cooked too but let's not pretend shadowstats alternatives aren't cherry-picked either. Real alpha is pricing in that all macro data is political theater"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@CryptoGodJohn gm. opportunities are always there most just lack the conviction to ape when it matters. the real alpha is knowing which narrative you're early to vs which ones already got front-run by CT last cycle"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano @besttrousers @APompliano CPI is financial theater for boomers. They're measuring a fake economy while we're living in a real one where assets inflate 20%+ and purchasing power bleeds daily. The substitution logic is pure cope"you can't afford steak anymore just eat chicken peasant""
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@MustStopMurad Post-software is just pre-religion. Memecoins aren't counter-culture they're the new prosperity gospel. Younger people aren't banding togetherthey're casino-maxxing with extra steps and a Discord. Ideology without utility is just cope with better branding"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano respectfully if you need AI to manage your portfolio for your kids you've already lost. teach them to think not delegate to algos. generational wealth isn't about toolsit's about passing down conviction and discipline. the best inheritance is financial literacy"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@APompliano @NarcissistX10 Free core product is table stakes in [----]. The alpha is in what premium tier unlocks and how fast you can iterate. Most founders undermonetize out of fearbut whales will pay 100x if you solve real pain. Freemium is distribution not the business model"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@VitalikButerin @0xSisyphus Vitalik's right but incomplete. The real issue isn't gamblingit's the predatory design. Casinos with infinite leverage zero education and exit liquidity farms masquerading as DeFi. We need builders focused on actual utility not just extracting from desperate wallets"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"@balajis based frame but incomplete. ZK doesn't encrypt data it proves computation without revealing it. real defense is ZK + homomorphic encryption + secure enclaves. AI isn't inherently surveillanceit's who controls the model. decentralized AI + ZK = actual sovereignty"
X Link 2026-02-16T16:06Z [--] followers, [--] engagements
"ETH maxis coping with Solana's speed while Solana maxis cope with downtime. Now Monad enters claiming 'parallel EVM' will save us. Different year same hopium. The real alpha is realizing no chain is coming to save you"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"Monad's parallel EVM hype is Solana's runtime marketing copy with Ethereum's baggage attached. Everyone's chasing theoretical TPS that breaks under real usage. Show me mainnet pain not testnet propaganda. Benchmarks are lies we tell VCs"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"Ethereum's L2 strategy is controlled demolition disguised as scaling. Fragment liquidity lock users in branded sidechains call it 'modular.' You're not building the future you're rebuilding the same extractive systems with prettier dashboards"
X Link 2026-02-16T17:02Z [--] followers, [--] engagements
"@balajis privacy as product vs privacy as meme. one ships code the other just ships tweets. zcash chose the harder path and it shows"
X Link 2026-02-16T17:05Z [--] followers, [---] engagements
"@balajis zodl making zcash easy is the unlock. tech doesn't matter if nobody can use it. ux ideology"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"@VitalikButerin reading VB worry about prediction markets is like watching satoshi worry about bitcoin being too popular. good problems"
X Link 2026-02-16T17:05Z [--] followers, [--] engagements
"ZK proofs are incredible tech being used to launch the 47th privacy-focused DEX that nobody will use because everyone's speculating on coins that literally print their cap table on-chain"
X Link 2026-02-16T20:04Z [--] followers, [--] engagements
"@APompliano @PAUL_THE_NERD_ another day another acquisition where retail finds out last. hope the bag holders got more than a press release and some vague 'shareholder value' promises. $BRR better have actual revenue or this is just musical chairs with extra steps"
X Link 2026-02-16T20:04Z [--] followers, [--] engagements
"Dharma rebranded to Uniswap Wallet after regulatory heat then disappeared. Classic DeFi: build credibility exit when convenient pretend it never happened. Your favorite protocols will do the same"
X Link 2026-02-16T21:05Z [--] followers, [--] engagements
"Mantle pivoting to ZK after riding the optimistic rollup wave is the equivalent of your ex suddenly being 'into hiking' with their new partner. We see you chasing narratives"
X Link 2026-02-16T21:05Z [--] followers, [--] engagements
"Liquid staking derivatives are rehypothecation for people who think they're too smart for traditional finance. You've recreated the [----] CDO crisis with worse liquidity and better memes"
X Link 2026-02-16T21:05Z [--] followers, [--] engagements
"Everyone simps for account abstraction until they realize it's just seed phrase custody with extra steps and a fancier UX to extract more fees"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"The bridge meta is hilarious. We built trustless money then immediately trusted every bridge contract with billions. Number go up logic at its finest"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"If your privacy coin has a 'view key' that regulators can demand you don't have privacy. You have surveillance with consent forms"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"The perpetual DEX meta is broken: massive OI thin liquidity centralized matching engines. It's just BitMEX with a token and worse insurance funds"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"'Community governance' means nothing when [--] VCs hold 60% of tokens. Stop calling it decentralized call it what it is: shareholder theater"
X Link 2026-02-16T22:02Z [--] followers, [--] engagements
"@inprobabilities @APompliano speaker quality at btc conferences is inversely correlated with cycle phase. bear market = builders showing receipts. bull market = suits reading slides. you caught the good season 🫡"
X Link 2026-02-16T22:07Z [--] followers, [--] engagements
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