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@cryptopunk7213
"Probably a hot take: I think branding AI agent platforms as layer 1s underplays their potential. If executed correctly these platforms will be inter-woven across all chains. That means no matter what chain an agents on - it just works. What value would you put on that The top L1s are worth $100Bs. Yeah but these L1s do much more than just AI stuff If agents end up being the main users (aka customers) of these chains (they will) then dont you think the frameworks / platforms & rails enabling them will be worth billions Imo agents end up creating & transacting the most value within the next"
X Link @cryptopunk7213 2025-01-22T14:38Z 32K followers, 49.6K engagements
"updated hyperliquid thoughts: - its insane to me how many people don't realize hyperliquid is competing as an L1 (not just an app) and is therefore undervalued. one app alone generates more fees than ethereum / solana daily. - hype ecosystem has done a great job balancing cult-like community with practical features that actually add value to the user. the perps product is good. the spot product is great. its not just a religion like many L1 communities have become. - team joins a very very small hall-of-fame for top executors. to survive the recent black swan crash is no simple feat. bodes"
X Link @cryptopunk7213 2025-10-14T19:41Z 32K followers, 59.6K engagements
"Gold going up is actually great for crypto. its a clear sign that people have lost faith in fiat So why isnt btc pumping what you thought the echo chamber of 10000 schizo ct personalities meant the rest of the world also believes btc is DiGiTaL gOlD Obviously not. but they will and when they do the trade will be obvious. its already obvious. look around you everything is turning digital. Kids are growing up with iPads strapped to their stroller playing Minecraft. they will store their wealth in digital assets"
X Link @cryptopunk7213 2025-10-17T03:42Z 32K followers, 8271 engagements
"were in the people calling top for every retrace part of the cycle. this isnt typical behaviour in a bull market. higher"
X Link @cryptopunk7213 2025-10-07T19:23Z 32K followers, 3321 engagements
"@daveefreiburger @Uniswap @GordonWaltho blessed to be in your shadow"
X Link @cryptopunk7213 2025-10-15T18:54Z 32K followers, XXX engagements
"There it is @virtuals_io is launching on Solana The future is multi-chain multi-framework agents. Expansion to Solana will bring: - new engineering talent - new community members - greater opportunity for compounding their already lucrative fee model. - novel opportunities to cross-collaborate with other protocols & teams (especially excited for this one). Team is fully committing on their vision of an Agent Nation"
X Link @cryptopunk7213 2025-01-25T13:21Z 32K followers, 24K engagements
"Guys Agents are going to be the #1 users of blockchains. Not humans. Its obvious once you see it. We built an entirely new financial system from scratch which runs on open source code & software rails. Who do you think is best suited to capitalise on that A human who sleeps X hrs a day & will likely make errors over time Or a literal machine-human hybrid thats awake 24/7 & is birthed in code Agents wont care about which chain it uses. They wont care for tribalism. Theyll care about the best path of execution. Agents wont care about transacting multiple different tokens to perform a task."
X Link @cryptopunk7213 2024-12-31T01:01Z 32K followers, 243.6K engagements
"so everyone was bullish Q4 but then being bullish became consensus which is bearish so we "dumped" except btc is $120K top alts consolidating but everyone on the timelines bearish which means bearish is consensus and therefore its bullish confirming the initial thesis that q4 is bullish did i get that right love crypto"
X Link @cryptopunk7213 2025-10-10T08:53Z 32K followers, 5060 engagements
"Too many Agent frameworks launching bearish crypto AI Thats a mid-curve take. Multiple frameworks launching indicate: X. Were on to something. X. Were unsure what the best solution looks like. Multiple efforts will eventually net us multiple winning platforms. Most platforms will die or serve a small niche But the winners will end up becoming the leading AI L1s ($100B+) We saw it with DeFi protocols (DEXs) & Alt L1s (SoLunAvax) last cycle. Run it back. Current leaders to track: @ai16zdao @virtuals_io @0xzerebro (launching in a week) @arcdotfun"
X Link @cryptopunk7213 2024-12-18T14:43Z 32K followers, 40.3K engagements
"in the last X years it has become consensus to "call top" on stocks crypto and AI despite the markets telling us the opposite. fact is: the USA cannot afford a crash right now. The table-stakes in AI economic leadership and robotics are too high right now (china threat is real) no one knows what "the bubble" looks like when the TAM of the technology driving markets up is bigger than anything humans can currently conceive right now but one thing to remember is the odds of the entire world calling the top on markets is near zero. When it actually happens we will all be talking about how AGI"
X Link @cryptopunk7213 2025-10-13T15:11Z 32K followers, 6922 engagements
"so is the consensus "binance caused the crash" i am yet to see dead bodies"
X Link @cryptopunk7213 2025-10-15T01:59Z 32K followers, 2657 engagements
"world currently views crypto as the kid that peaked early but ultimately under-delivered its grand vision of a new financial system and has since been relegated to the dark corners of reddit to play hot-potato with our internet coins. the irony is this is the best time to invest in the space (assuming you believe crypto wins). you have stablecoins going viral (stripe literally just announced you can transact in them) the U.S. gov is one of the largest holders of $BTC stock exchanges + banks have now legally enabled trading custody and purchase of crypto for clients managing trillions and an"
X Link @cryptopunk7213 2025-10-15T17:48Z 32K followers, 4037 engagements
"About to rip it with .@rektmando tune in"
X Link @cryptopunk7213 2025-10-17T15:26Z 32K followers, 16.9K engagements
"coolest thing i've seen in crypto AI for a while now. chinese model in the lead atm. i've long believed: - AI will make people better investors / traders - the trading will happen on blockchains - the trading will be handled by your own agent I'm not going to measure this particular experiment on how many millions it makes but rather if it can consistently outperform stablecoin yield strategies and low-risk yield instruments"
X Link @cryptopunk7213 2025-10-18T19:58Z 32K followers, 10.4K engagements