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@Architect9000 "ZEC is the most mispriced asset in the history of financial markets"
X Link @Architect9000 2025-10-24T23:03Z 8045 followers, 1363 engagements

"Lets see who had notifications on 🤑"
X Link @Architect9000 2025-10-24T23:42Z 8042 followers, 1408 engagements

"capo was right once too"
X Link @Architect9000 2025-10-27T07:57Z 8042 followers, 1531 engagements

"$AMZN layoff news coming out right before earnings is probably a tell"
X Link @Architect9000 2025-10-28T01:09Z 8041 followers, 2138 engagements

"Your quarterly reminder that I still believe in the $ETH flippening. It may take XX more years at this rate lmao"
X Link @Architect9000 2025-10-30T00:30Z 8045 followers, 1672 engagements

"Took a large position in $MRNA ($27) this morning. I rate the buyout chances at XX% ($42) with a XX% partnership ($31) kicker. That turns out to be a fairly large kbet; the quarter kbet for me was XX% (NFA). Not in love with the company so not something I want to sit on long"
X Link @Architect9000 2025-10-31T16:11Z 8043 followers, 1106 engagements

"Hello bad take dept Id like to report a crime"
X Link @Architect9000 2025-10-31T19:36Z 8043 followers, 1348 engagements

"@planfomo Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of the Blockchain or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else"
X Link @Architect9000 2025-10-31T22:51Z 8042 followers, XXX engagements

"99% of $BTC investors were only interested in holding if price kept going up. Don't give me "store of value" or "debasement hedge" baloney. When the momentum tide goes out we'll see who the true believers are. Bitcoin was a proof of concept that has long since been obsolete"
X Link @Architect9000 2025-11-03T05:12Z 8073 followers, 9195 engagements

"You'll never guess who else currently has a $XXX price target on $COIN"
X Link @Architect9000 2025-10-25T08:11Z 8047 followers, 26K engagements

"I think it would be unwise to trade $COIN earnings. Analysts have generally done a surprisingly bad job at EPS estimates. However CT has been insanely accurate so I'm not sure there's much alpha there. $COIN is a long-term secular growth story that's best to buy & hold (even if us degens can't help but trade it too). Bull case is straightforward: ✅ Coinbase engineering org has dramatically improved cycle time over the last X years. There is no disputing that they have best-in-class execution at scale. ✅ Their product suite has navigated toward and will now benefit from a tsunami of corporate"
X Link @Architect9000 2025-10-28T00:22Z 8042 followers, 18.8K engagements

"@QuadSigmaX I think the market will be happy trading XX% of Base sequencer fees on Coinbase's income statement for XX% of a $40B token as book value"
X Link @Architect9000 2025-10-28T01:07Z 8069 followers, XXX engagements

"I think 2x is recipe for chop at best. Keep in mind that inflows is a loaded term. For every buyer there is a seller. So inflows is mainly referring to the context of where that money is coming from. You want inflows to be from less price-sensitive buyers (eg not retail) and the proportion of that buying to far exceed other venues (hence why 5x is important for signal manifestation)"
X Link @Architect9000 2025-10-29T21:54Z 8043 followers, XXX engagements

"+70% $GOOG lfg Best mag7 value even at this price"
X Link @Architect9000 2025-10-29T21:59Z 8043 followers, 2458 engagements

"I'm always surprised Chipotle is still open in Vegas. There's always a mom n pop Mexican joint across the street that will sell you twice the portion at half the price. We still have Taco Bell too. Astounding they haven't figured out quesabirria yet"
X Link @Architect9000 2025-10-30T19:52Z 8043 followers, 2414 engagements

"Dabbled in some biotech the last few years and most of the personalities on X spend more time talking shit to each other than doing due diligence. One of the worst fintwit communities lol. At least in crypto we try to have a little fun even with the annoying people"
X Link @Architect9000 2025-10-31T18:29Z 8043 followers, XXX engagements

"I never uninstalled gdax 😅"
X Link @Architect9000 2025-11-01T03:05Z 8067 followers, 1260 engagements

"@EGalaxyExplorer The charts suggest $COIN may outperform $BTC. Sadly whenever that's true in the alt world it's usually because things are falling together not going up together"
X Link @Architect9000 2025-11-01T22:04Z 8042 followers, XXX engagements

"@NomiJ62824 @Hirizzy liquid staking doesn't have much use to me unless I want to use it for collateral and in those cases i think i'd prefer to have insured variants with counterparty risk"
X Link @Architect9000 2025-11-02T21:37Z 8059 followers, XX engagements

"@bbzzzbbzzz @chameleon_jeff I think that's only true if you have ungodly liquidity. Remember that 25x long means you get liq'd in a X% move. Most markets are shallow enough that you could move it X% with less than $100mm"
X Link @Architect9000 2025-11-03T07:45Z 8069 followers, XX engagements

"$COIN is gonna post an earnings beat (NFA) report growth in multiple lines and guide up on upcoming legislation and Deribit recognition. What's not to like Give me more dip pls"
X Link @Architect9000 2025-10-23T19:25Z 8069 followers, 10.5K engagements

"The gold rally has been a Chinese low interest rate phenomenon. World Banks expects next year's growth to fall from XXX% to 4.2%. New stimulus measures are probable. Chinese long rates base case is flat to slightly lower in 2026. CN10Y vs Gold"
X Link @Architect9000 2025-10-28T03:07Z 8072 followers, 1642 engagements

"Crypto coins cycle is over Crypto rails cycle is just beginning X $USDC = $X + savings rate + utility"
X Link @Architect9000 2025-10-30T19:44Z 8072 followers, 2986 engagements

"$COIN ends Q3 with $XXX billion in total Assets on Platform. That's a top XX US bank"
X Link @Architect9000 2025-10-30T20:15Z 8073 followers, 43.2K engagements

"Every one of these posts begging for liqs seems to be working this week so Im in. I just opened a giga short on $ZEC Liquidation is $1000 Stop me pls 🙏"
X Link @Architect9000 2025-10-31T19:39Z 8072 followers, 4960 engagements

"Everyone in crypto is bearish. Macro picture continues to support goldilocks base case. November is the best seasonality for $BTC. Alt funding is at March 2025 levels. Most likely scenario is higher on a X month time frame. Read: Stay tactical bc volatility but outright bearishness is a mistake. Weekly technicals all favor neutral stance"
X Link @Architect9000 2025-11-01T16:03Z 8072 followers, 2982 engagements

"@jevgenijs not sure i love this maybe they have lots of customers"
X Link @Architect9000 2025-11-01T18:04Z 8072 followers, XXX engagements

"Ah the classic no news single day oversold to overbought move. $ZK"
X Link @Architect9000 2025-11-02T08:18Z 8072 followers, 1432 engagements

"The SV Chinese girlfriend meme has a rep for being a form of CCP espionage but it's more likely just Chinese industrialized gold-digging hitting the export market"
X Link @Architect9000 2025-11-02T08:31Z 8071 followers, 1464 engagements

"The most sensible way to value $ETH fundamentally is by real yield. Compare: XXXX% $ETH = Staking (2.9%) - 30d rolling 1Y inflation (0.76%) XXX% $USD = US1Y Yield (3.7%) - SSA 2026 COLA CPI (2.8%) By this measure a significantly higher $ETH price $9k isn't absurd at all. As long as network activity continues to trend up I'm happy to buy panic"
X Link @Architect9000 2025-11-02T19:52Z 8073 followers, 2777 engagements

"@pronounced_kyle if you can make $30m you can make $60m"
X Link @Architect9000 2025-11-03T00:05Z 8073 followers, XXX engagements

"Faker is better at League than Shohei Ohtani is at baseball"
X Link @Architect9000 2025-11-03T03:38Z 8073 followers, XXX engagements

"@yantrashikshaka $ETH $BCH $ZEC take your pick. There's a number of better options out there. Nothing wrong with $BTC as a first draft but the ideologues doomed it to the block reward paradox"
X Link @Architect9000 2025-11-03T05:31Z 8073 followers, XXX engagements

"My fascination with crypto has always been about programmable financial networks not the coins themselves. To me the ultimate crypto dream is that we don't need fiat anymore. Not because we replace it with $BTC or $ETH or whatever but because we can simply spend whatever assets we choose just as easily as money. Like why can't my bank account just be $GOOG a couple gold bars my home equity and a Super Bowl futures bet I should be able to go spend that at Starbucks just as easily as $USD. If the government wants a role in money it should be in defining the unit of account not the medium of"
X Link @Architect9000 2025-11-03T07:37Z 8073 followers, 1261 engagements

"One thesis I've been pondering is that the data center buildout might be a corporate version of the GFC. Private equity is gorging on these projects which are pro forming on XXX% utilization predictable energy costs and capturing the full useful life of hardware before obsolescence. The utilization case is pretty strong imo at least for the next decade. The other two are risk factors which I personally wouldn't price as clumsily as PE seems to be. I'm not an expert on data center real estate but I have invested in and GP'd large multifamily real estate projects. The edges in this world are"
X Link @Architect9000 2025-11-03T08:48Z 8073 followers, XXX engagements