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@Delztheplug Delz
Delz posts on X about just a, tvl, pumpfun, onchain the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
Mentions: XX #
Followers: XXX #
- X Week XXX +2.80%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #6902 finance technology brands stocks social networks travel destinations exchanges musicians nfts
Social topic influence just a, tvl, pumpfun, onchain #1286, beta, 10m #291, protocol, bitcoin #2022, $5b, cascade
Top assets mentioned Pump.fun (PUMP) Bitcoin (BTC) Ethereum (ETH) Solana (SOL) BlackRock Inc (BLK) Hundred Million (100M) Alphabet Inc Class A (GOOGL) BlackBerry Limited (BB) Coinbase Global, Inc. (COIN)
Top Social Posts #
Top posts by engagements in the last XX hours
"@zhusu to me the 'long BTC dominance' thesis died the day the ETFs went live. BTC.D has been bleeding from XX% to XX% as capital aggressively rotates out. Isn't clinging to that thesis now just a recipe for underperformance against the broader market"
@Delztheplug on X 2025-07-23 14:35:39 UTC XXX followers, XX engagements
"well I'd argue crypto is the one arena where this background matters less. On-chain history is the ultimate resume and we've seen anon devs with zero pedigree build multi-billion dollar protocols. Isn't this the first system where 'proof of work' can truly overcome 'proof of privilege'" @Delztheplug on X 2025-07-24 13:12:49 UTC XXX followers, XXX engagements
"@Rahim_mahtab calling this 'institutional buying' is kind of a category error lol. GameSquare is a gaming company buying a digital antiquity not BlackRock buying a productive asset. How does this one outlier signal a broader sustainable trend for traditional finance to follow" @Delztheplug on X 2025-07-24 14:24:37 UTC XXX followers, XX engagements
"I'd argue this is just textbook market manipulation disguised as a 'levels' flex. The SEC's market integrity rules for TV appearances are strict. Isn't this just an admission that crypto markets are still a completely unregulated casino where the house can say one thing and do another with zero consequences" @Delztheplug on X 2025-07-25 16:19:31 UTC XXX followers, XXX engagements
"the 'alt season of old' is dead because the market is more efficient not because alts are. Capital is concentrating in productive L2s with a combined TVL of over $30B. Isn't this a sign of a smarter alt season where capital now requires a fundamental thesis beyond just high beta" @Delztheplug on X 2025-07-24 16:11:22 UTC XXX followers, XX engagements
"@iamkadense this focus on BTC.D is fighting the last war. The $5B+ in ETH ETF inflows have fundamentally altered market structure creating a second independent source of liquidity. Isn't waiting for a BTC.D signal just ignoring the massive ETH beta that's now driving the market" @Delztheplug on X 2025-07-25 01:38:33 UTC XXX followers, XX engagements
"@beaniemaxi every participant on pumpfun knows they're in a casino with a XX% house edge. This isn't exploitation; it's consensual degeneracy. If the game is transparently -EV from the start at what point does personal responsibility for one's own speculative bets come into play" @Delztheplug on X 2025-07-23 17:17:27 UTC XXX followers, 1617 engagements
"@based16z to me the market is forward-looking. The abysmal vibes aren't from the XX% dip but from the $20B+ in VC unlocks scheduled for the next year. It's a rational pricing of a massive future supply overhang. Isn't this just the market efficiently front-running the inevitable" @Delztheplug on X 2025-07-25 00:47:33 UTC XXX followers, XX engagements
"to me this model introduces significant smart contract risk to $1.5T asset class whose primary feature is its simple ossified security. How does SatLayer quantify and insure against the new systemic risks being added to this $400M of BTC and what happens in a black swan event" @Delztheplug on X 2025-07-23 14:53:08 UTC XXX followers, XX engagements
"@based16z man crypto has spent the last decade building the perfect sandbox for this future. The TradFi bros are about to learn what a 40x liquidation cascade looks like in real-time. Do you think they're ready for our kind of volatility" @Delztheplug on X 2025-07-25 16:01:58 UTC XXX followers, XX engagements
"I'd argue this is borderline VC malpractice. A $400k salary is X% of a standard $10M Series A burning a founding engineer's worth of runway on a single non-technical hire. With early-stage failure rates over XX% isn't this just setting the company up to die faster but with more Twitter followers" @Delztheplug on X 2025-07-24 14:14:38 UTC XXX followers, XXX engagements
"@FerreWeb3 the solution isn't a single chain but the modular stack. BTC is the $1.2T SoV layer ETH is the settlement layer for billions in L2 TVL and SOL is the execution layer for high-throughput apps. Why are we still looking for one chain to rule them all" @Delztheplug on X 2025-07-24 16:32:05 UTC XXX followers, XX engagements
"@based16z I'd argue it's not addiction; it's information velocity. The 'hypnotizing' orderbook isn't a slot machine it's a high-fidelity data feed that allows good traders to process market structure faster. Are we misinterpreting a high-performance flow state for a gambling trance" @Delztheplug on X 2025-07-25 13:46:24 UTC XXX followers, XXX engagements
"@zjasper666 the game theory is flawed. An engineer shipping a feature that adds $1M in ARR has the same shot at a $2k prize as someone in marketing. Isn't this a flat incentive structure that disincentivizes the very high-impact work that would actually accelerate the outcome" @Delztheplug on X 2025-07-25 00:27:46 UTC XXX followers, XX engagements
"@follis_ From where I stand 'walking away' can be a luxury. If your tilted position is rapidly approaching a key invalidation level active management is required. Isn't the ultimate goal a system so robust (with pre-set SL/TP) that it functions perfectly despite your emotional state" @Delztheplug on X 2025-07-24 14:47:21 UTC XXX followers, XXX engagements
"@RyanSAdams This isn't a flippening of demand but a structural bleed from Grayscale's XXX% fee on GBTC. BlackRock's IBIT is still seeing massive inflows. If you normalize for the GBTC effect is there any real evidence that new institutional demand for ETH is greater than for BTC" @Delztheplug on X 2025-07-24 14:41:45 UTC XXX followers, XXX engagements
"Jackboys X with XX savage adlibs and heavenly melodies. Feels like listening to astroworld for the first time again" @Delztheplug on X 2025-07-13 04:49:50 UTC XXX followers, 32.3K engagements
"@AzFlin lol the meme is missing the fourth panel: the mid-curve dev who has to spend the next X months rewriting the 'vibe code' so it doesn't get hacked for $100M. Isn't 'vibe coding' just another term for shipping unauditable technical debt at lightning speed" @Delztheplug on X 2025-07-25 15:30:29 UTC XXX followers, XX engagements
"perps are a guaranteed path to liquidation with that goal. A X% move against you on 50x leverage is a total loss. Memes offer the only plausible asymmetry. Isn't a 2x on a new sub-$10M market cap coin a far higher probability event than a perfectly timed high-leverage trade on a major" @Delztheplug on X 2025-07-24 23:33:13 UTC XXX followers, XXX engagements
"@iamDCinvestor crypto-native retail did front-run this. The market bottomed in June 2022 at $XXX and the ETF didn't launch until July 2024. Isn't this just a classic case of smart retail accumulating for two years and now selling into the institutional bid" @Delztheplug on X 2025-07-24 14:54:55 UTC XXX followers, XX engagements
"@isabellasg3 it's even worse than it appears. With giants like OpenAI and Google controlling the foundational AI models aren't we just building the next generation of applications on an even more centralized and opaque layer than AWS" @Delztheplug on X 2025-07-25 01:58:35 UTC XXX followers, XXX engagements
"this isn't 'present looking'; it's 'competitive landscape analysis.' L2s like Arbitrum and Base already have a combined TVL over $5B and solve many of the problems HyperEVM is working on. What specific 10x advantage does HyperEVM's future vision offer that justifies ignoring these established working ecosystems" @Delztheplug on X 2025-07-25 00:17:43 UTC XXX followers, XX engagements
"@0xG00gly From where I stand this is bearish. The entire Moodeng dev team (one guy in a Bangkok internet cafe) just got conscripted. What's the new timeline on the roadmap now" @Delztheplug on X 2025-07-25 13:50:57 UTC XXX followers, XX engagements
"@RiddlerNFT @virtuals_io the value hinges on the AI's execution capabilities not just its analysis. Can it perform complex conditional trades that a human can't like automatically rotating capital based on real-time funding rates across multiple perps What's its most powerful use case" @Delztheplug on X 2025-07-24 16:28:39 UTC XXX followers, XX engagements
"rip this thesis assumes the 'apps' remain the same. BlackBerry had the developer and user network effect until the iPhone created a 10x better paradigm for new apps. If a non-EVM chain becomes the exclusive home for a breakout AI or DePIN protocol with 10M+ users wouldn't that create a new powerful network effect from scratch" @Delztheplug on X 2025-07-25 16:49:12 UTC XXX followers, XXX engagements
"the L2 narrative is a double-edged sword. While Arbitrum and Polygon build on ETH their success also siphons TVL and user activity away from the L1 with projects like Base now holding $2.5B+. How does ETH's value accrue if the bulk of the economic activity happens on L2s with their own tokens" @Delztheplug on X 2025-07-24 16:41:45 UTC XXX followers, XX engagements
"@CupOJoseph I'd argue this isn't just debasement; it's also a massive AI-driven productivity boom. The top XX S&P companies are reporting record earnings growth. How much of this rally is real technological progress versus the monetary illusion you're highlighting" @Delztheplug on X 2025-07-25 15:09:25 UTC XXX followers, X engagements
"hmm this creates a massive systemic risk for Bitcoin itself. With $408M in TVL already you're building a highly-leveraged interconnected web of financial derivatives on top of BTC. Doesn't a single slashing cascade event in this system pose a greater threat to Bitcoin's 'SoV' narrative than any protocol it's trying to secure" @Delztheplug on X 2025-07-24 13:07:22 UTC XXX followers, XX engagements
"To me this is a signal of market froth not fundamental demand. It's financial engineering to capture a NAV premium completely detached from ETH's actual blockspace demand ($1M/day in fees). Doesn't this create a fragile reflexive loop that could collapse just as quickly as it forms" @Delztheplug on X 2025-07-25 13:40:14 UTC XXX followers, XXX engagements
"@AltcoinSherpa personally the 'fundamentals' comparison to Ethena feels like a stretch. ENA has a $1.4B market cap and a proven multi-billion dollar yield source from its basis trade. Isn't this a great TA setup on a fundamentally much less proven asset rather than a true FA play" @Delztheplug on X 2025-07-24 14:07:10 UTC XXX followers, XXX engagements
"From where I stand this is a purity test that no chain from that era passes. Bitcoin had the 184B BTC inflation bug in 2010 (CVE-2010-5139) and Ethereum had the DAO hack. Given these precedents of early catastrophic bugs on the top two assets isn't framing this decade-old mishap as a unique XRP flaw disingenuous" @Delztheplug on X 2025-07-24 13:01:06 UTC XXX followers, 2623 engagements
"the '5km run' is the perfect metaphor for the tension between LPs and GPs. LPs demand quarterly performance but the real alpha came from theses like 'long SOL beta' that took 6-12 months to play out in 2023. How do you balance that pressure for quarterly results with the patience required for a real thesis to mature" @Delztheplug on X 2025-07-23 14:57:40 UTC XXX followers, XXX engagements
"@vohvohh the blame lies with the platforms not the users. If Kaito's algorithm rewards low effort slop it will get low effort slop. Users are just rational actors. What specific mechanism like a Sybil-resistant reputation score could force these platforms to reward signal over noise" @Delztheplug on X 2025-07-24 23:36:31 UTC XXX followers, XX engagements
"since you asked nicely i will give u X analogies like youre X lol X. You got a really big cool new toy (Bitcoin). You were happy. But then your friend got a tiny toy that magically turned into a giant robot with lasers (a memecoin that did 100x). Now your big toy doesn't seem so cool and you're sad. 2nd. The grown-ups are all playing on the big safe slide (Bitcoin) so it's going very high. But all the fun crazy toys you like (altcoins) are in the sandbox and no one is playing with them. You're sad because you're in the sandbox not on the slide" @Delztheplug on X 2025-07-24 13:18:46 UTC XXX followers, XXX engagements
"pumpfun isn't the punishment; it's the chaotic user onboarding engine that enables a future alt season. It's the messy front door that brings in the liquidity that will eventually rotate into quality. Without this engine bringing in millions of new users where does the capital for a real alt season even come from" @Delztheplug on X 2025-07-25 16:33:54 UTC XXX followers, XX engagements
"@KyleReidhead I'd argue this conflates 'settlement' with 'usage.' With $10B in daily stablecoin volume these firms use ETH as a payment rail not its DeFi ecosystem. Isn't this just a more efficient SWIFT not proof of deep native adoption" @Delztheplug on X 2025-07-24 15:10:43 UTC XXX followers, XX engagements
"@DAnconia_Crypto the third is 'our VCs are aligned with the community.' loll They're aligned until their tokens unlock at a XX% discount to your entry price. At what point does 'long-term partner' just mean 'exit liquidity provider'" @Delztheplug on X 2025-07-25 14:15:53 UTC XXX followers, XX engagements
"Well My take is that 'in touch with the timeline' is the key. The 2021 meta was long-form DeFi theses. The 2024 meta is Farcaster frames and memecoin narratives. New creators are native to this. Is the true multi-cycle skill just a ruthless ability to abandon old playbooks that are no longer working" @Delztheplug on X 2025-07-22 12:55:59 UTC XXX followers, XX engagements
"@BullRun_Sago my process is slightly different lol: Make a plan. Panic-abandon the plan at the first sign of trouble. FOMO into someone else's plan. Review the results (pain). Is there a patch for this bug"" @Delztheplug on X 2025-07-25 01:50:23 UTC XXX followers, XX engagements
"@ayyyeandy this TVL figure is misleading. The data shows Solana has XX RWA issuers to Aptos's XX. Doesn't this suggest Solana has a far more diverse and decentralized RWA ecosystem while Aptos's $531M TVL could be dangerously concentrated in a single protocol" @Delztheplug on X 2025-07-25 18:47:45 UTC XXX followers, XX engagements
"this is a worrying trend to me mann. A significant portion of this new stake comes from centralized entities like Coinbase (15% market share). Are we celebrating a supply shock or the gradual custodial capture of Ethereum's validator set sacrificing decentralization for a number on a chart" @Delztheplug on X 2025-07-23 17:57:47 UTC XXX followers, XXX engagements
"@NateGeraci I'd argue this is a misleading comparison. BTC ETF inflows are still net negative since June due to the massive $1B+ in outflows from GBTC. Aren't these iShares numbers just a fraction of the full picture which is far less bullish for the overall asset" @Delztheplug on X 2025-07-25 15:35:38 UTC XXX followers, 1331 engagements
"@coinmamba tbh your 'unknown' point is the key. The entire FUD hinges on the assumption that this $1.9B unstake is economically motivated selling. Has any on-chain analysis traced the source Isn't identifying the 'who' and 'why' the only thing that matters to resolve this debate🤷♂" @Delztheplug on X 2025-07-24 14:32:12 UTC XXX followers, XX engagements
"@materkel how I see it we should be worried but not about the price lol. Bitmine's market cap is under $300M. Aren't they likely just selling their own inflated stock to raise the cash to buy this ETH The market itself is funding its own pump which feels like a much bigger risk" @Delztheplug on X 2025-07-24 12:53:03 UTC XXX followers, XXX engagements
"I'd argue the TVL/Volume ratio is a massive red flag. TSLAX doing $2M in volume on just $170k of liquidity is a 10x daily turnover. This indicates extreme capital inefficiency and high slippage. Isn't this just a high-friction casino for small size not a viable market for real stock exposure" @Delztheplug on X 2025-07-24 16:37:47 UTC XXX followers, XX engagements
"to me the cause isn't utility; it's capital concentration. Billions in liquidity are focused on a few core narratives like Solana memecoins (with daily DEX volume often $1B) and ETH restaking starving the mid-curve. Isn't this kind of a sign of a smarter more efficient market not a broken one" @Delztheplug on X 2025-07-24 13:48:54 UTC XXX followers, XX engagements
"@Rahim_mahtab the $500M ETH treasury is the real story and the $10M NFT allocation is just a rounding error used for marketing. A X% allocation to a hyper-volatile asset class is hardly a high-conviction bet. What stops this from being a PR stunt rather than a serious financial strategy👀" @Delztheplug on X 2025-07-24 15:15:26 UTC XXX followers, XX engagements
"this is the 2024 launch meta perfected: use influencers to manufacture a god-tier narrative achieve a ludicrous Day X valuation and provide exit liquidity for insiders. After a XX% drop from the highs how does a project with this kind of supply overhang ever recover community trust" @Delztheplug on X 2025-07-25 18:33:22 UTC XXX followers, XX engagements
"@0xMerp this is the chart of a healthy deleveraged market not a dying one lol. With OI down XX% from its $15B peak the next rally will be driven by spot ETF demand which is far more sustainable. Isn't a low OI the perfect clean foundation for a real breakout" @Delztheplug on X 2025-07-24 16:07:05 UTC XXX followers, XX engagements
"spot on man I wont ever cheer on lawsuits of protocols or builders. I'm not exactly a fan of Pumpfun but I would never support a lawsuit against a protocol or builder. DeFi is about freedom to transact so be accountable for your own shit if you lose money. It's nobody's fault but your own" @Delztheplug on X 2025-07-23 18:10:29 UTC XXX followers, XX engagements
"I'd argue the capital source is fundamentally different. 2021 was fueled by $800B in direct stimulus checks to retail. 2024 is driven by institutional ETF flows. Aren't these two completely different risk profiles with institutions far less likely to rotate into high-beta NFTs" @Delztheplug on X 2025-07-25 00:12:21 UTC XXX followers, XXX engagements
"@jon_charb I'd argue the market is correctly pricing in the 10-year lockup. That $1B in $SPK isn't liquid; it's a future supply overhang for incentives. Why should the market value future emissions which will create sell pressure at a 1:1 ratio with the current spot price" @Delztheplug on X 2025-07-23 15:09:56 UTC XXX followers, XXX engagements
"@DefiIgnas the market is rationally pricing in the $20B+ of VC & team unlocks coming in the next XX months. That's a massive supply overhang. Isn't this 'bearishness' just a correct assessment of the sell pressure ETF inflows must fight" @Delztheplug on X 2025-07-24 20:46:05 UTC XXX followers, XXX engagements
"From where I stand the entire flywheel hinges on one critical component: the market's willingness to continue buying the stock at a significant premium to its Net Asset Value (NAV). The moment that premium collapses and the stock just trades as a proxy for its crypto holdings the 'free money' printer shuts off. What do you think is the catalyst that could break that spell" @Delztheplug on X 2025-07-14 15:58:45 UTC XXX followers, 1556 engagements
"The thought of talking (yapping) about a project is more draining than actually talking about the project" @Delztheplug on X 2025-07-25 17:07:02 UTC XXX followers, XX engagements
"well the LLM isn't the disease; it's the amplifier. Corporate culture has rewarded verbose 'smart-sounding' nonsense for 50+ years. The AI just democratized it. Is the real problem that we haven't built DAOs with a culture that explicitly punishes this regardless of the tool used" @Delztheplug on X 2025-07-24 13:21:17 UTC XXX followers, XX engagements
"@iamkadense the timeline during red candles is the highest signal feed you can find. The tourists are gone the FUD is loud and only the high-conviction players are left. Isn't that the perfect moment to see who's really building and who was just here for the pump" @Delztheplug on X 2025-07-25 16:03:58 UTC XXX followers, XX engagements
"@0xBalloonLover any significant buyback 'criminal' or not leaves a massive on-chain footprint that quant funds and MMs can trade against. The market isn't dumb. Isn't this 'secret' alpha already fully priced in by the sophisticated players who can read Etherscan" @Delztheplug on X 2025-07-25 00:55:57 UTC XXX followers, XXX engagements
"From where I stand this is kind of a false dichotomy. The strongest brand is an unstoppable product. Uniswap did about $1.5B in volume few days ago with no token for years; its product was its brand. Isn't a killer product the only truly defensible narrative in a world of AI-generated junk" @Delztheplug on X 2025-07-24 23:20:38 UTC XXX followers, XXX engagements
"@juanaxyz00 this is more complex in crypto. A partner like Lido which stakes XX% of all ETH is also Ethereum's single largest 'user.' Doesn't this blur the line where pleasing a key partner is the same as pleasing your most important user" @Delztheplug on X 2025-07-23 14:41:57 UTC XXX followers, XXX engagements
"@MetamateDaz this wasn't just 'horny bulls' but a targeted liquidity hunt. That $305M cascade looks like a professional flush of the leverage below a key support level. Isn't this less about retail greed and more about a market structure designed to profit from it" @Delztheplug on X 2025-07-23 14:27:14 UTC XXX followers, XX engagements
"@theunipcs 'HODL' is a dangerous oversimplification. Holding a laggard like ARB through its recent XX% drop while SOL is ripping is a massive opportunity cost. Isn't the real skill knowing when conviction becomes stubbornness and when to rotate capital to a stronger trend" @Delztheplug on X 2025-07-24 14:57:56 UTC XXX followers, XXX engagements
"@0xKNL__ Chamath's view is crypto-native. The Fed's 'independence' has overseen a XX% devaluation of the dollar since 1971. Bitcoin was created as a direct response to this system's failure. Isn't valuing this 'independence' a fundamentally anti-crypto position" @Delztheplug on X 2025-07-24 15:58:38 UTC XXX followers, X engagements
"@basedkarbon to me this cycle is different. With $5B in ETF inflows providing a constant bid ETH's role has changed. It's becoming the stable 'index' while capital immediately seeks higher beta in alts. Isn't waiting for an ETH ATH just fighting the last war's capital rotation patterns" @Delztheplug on X 2025-07-25 01:20:06 UTC XXX followers, XX engagements
"How I see it the institutional capital from giants like the $800B NPS will flow into the newly-legalized BTC/ETH ETFs not web3 gaming. 🤷🏾♂ Isn't there a risk that the 'K-Crypto' narrative becomes entirely financialized starving the more innovative gaming sector of the very capital you're hoping for" @Delztheplug on X 2025-07-22 12:58:58 UTC XXX followers, XXX engagements
"@ali_charts @pudgypenguins this pattern is now so obvious it's become a target for a liquidity grab. After a XXX% run-up since late June isn't there a significant risk the trend is exhausted and this test of the 10-day SMA will be the one that finally breaks down" @Delztheplug on X 2025-07-25 15:39:31 UTC XXX followers, XXX engagements
"@chainyoda the 'four-year cycle' is a broken model. With $15B+ in net ETF inflows this year we now have a constant non-cyclical bid. How does a game with a persistent institutional buyer still follow the same old boom-bust rules" @Delztheplug on X 2025-07-24 23:26:56 UTC XXX followers, XX engagements
"this is a major strategic pivot for the EF lol. They're moving from passive research funding to actively fighting in the narrative wars against other L1s especially with the AI market projected to be worth trillions. Is this the moment the EF realizes winning the attention market is as important as the tech race" @Delztheplug on X 2025-07-23 17:23:57 UTC XXX followers, XXX engagements
"I get your stance but this creates a builder's dilemma. A platform like pumpfun provides open permissionless rails. How can a neutral infrastructure provider be held legaly responsible for the user-generated 'games' played on top of it Isn't that like suing TCP/IP for enabling online poker" @Delztheplug on X 2025-07-23 17:40:40 UTC XXX followers, XXX engagements
"@hellojintao to me this reverses causality. Pumpfun's success is built on the very rails BONK helped establish. With 1M holders BONK was the initial stress test and distribution engine for Solana's consumer infra. Didn't Pumpfun just build a better mousetrap on a pre-existing foundation" @Delztheplug on X 2025-07-24 15:01:30 UTC XXX followers, XX engagements
"@blueclarityone this is an instant hire. The 'Sydney Sweeney ambassador' line alone is worth the $400k base. The real question is does the X% equity come with a 3-month cliff or a 6-month cliff" @Delztheplug on X 2025-07-25 14:18:57 UTC XXX followers, XX engagements
"this thesis has a fatal flaw lol. Wall Street is buying spot ETH in an ETF wrapper not CRV or MKR directly. With the ETH ETF holding over 5M ETH how does that capital jump from a regulated product into these high-risk on-chain DeFi assets Isn't this just crypto-natives front-running a narrative that has no direct mechanism" @Delztheplug on X 2025-07-25 16:44:13 UTC XXX followers, XXX engagements