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@QwQiao Avatar @QwQiao qw

qw posts on X about crypto, ai, business, money the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance #2168 stocks #1657 cryptocurrencies #4512 technology brands XXXX% social networks XXXX% exchanges XXXX% automotive brands XXXX%

Social topic influence crypto #136, ai #2689, business #2826, money 8.33%, strong 4.17%, stablecoins 4.17%, amzn 4.17%, businesses #18, liquidity #29, contracts #117

Top accounts mentioned or mentioned by @hosseeb @wallstreetmoon @santiagoroel @notthreadguy @4ormund @kylesamani @robustus @macbudkowski @bitcoineo @jaynam2878 @irmanoviyanii @aeyakovenko @0xamol @defi_cheetah @saintagnesbets @smartmoneyct @piitien1603i @venturecoinist @stackup_fi @datahiveai

Top assets mentioned Ethereum (ETH) Mastercard, Inc. (MA) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL)

Top Social Posts

Top posts by engagements in the last XX hours

"at a 3-5 yr time horizon the only correct answer is tokens with strong (future) revenue and currently trading at reasonable multiples. everything else is going to zero. monetary premium outside btc is a thing of the past"
X Link 2025-06-23T16:41Z 169.4K followers, 74.4K engagements

"small update: still hold first X of the X but added amzn and removed xiaomi amzn story is simple: their retail margin is going to substantially increase thx to industrial robots + aws benefits from a strong ai compute tailwind + current sentiment is pretty bad xiaomi: i became enamored with evs and self-driving from personal exp but the industry is pretty cutthroat and i dont believe its a munger-style "wonderful business" that i can hold for XX yrs"
X Link 2025-11-26T20:32Z 169.4K followers, 32.9K engagements

"at this point im seriously entertaining the possibility that apple is going to win the ai race by letting their rivals fight each other to the death only to later simply plug in the best model produced by them do nothing. win"
X Link 2025-12-04T10:37Z 169.4K followers, 12.8K engagements

"when assessing l1 tokens u should keep in mind that ur opportunity cost is not t-bills yielding 4%/yr but nasdaq tech stocks with insanely high moats consistently growing XX% yoy and priced at earnings multiples in the 20s"
X Link 2025-12-04T12:59Z 169.4K followers, 17.4K engagements

"important corollary is that its unlikely we grow out of our debt thx to ai and robots. the money printer must STAY ON"
X Link 2025-12-05T09:23Z 169.4K followers, 7284 engagements

"theres a case to be made for a new kind of decentralized insurance businesses built on top of prediction markets while the vast majority of market participants r speculators conceivably a small % of them will use these markets to hedge against certain events (eg hurricane). decentralized insurers would come in as counterparties and provide liquidity. normally hedgers r negative ev they pay a premium for risk transfer while insurors r positive ev as they provide a valuable service"
X Link 2025-12-08T22:30Z 169.4K followers, 15.6K engagements

"tsla is a 7/10 insane automation ip but cars r a commodity business and its possible humanoids will be similar"
X Link 2025-12-10T10:26Z 169.4K followers, 4910 engagements

"default to jevons paradox when reasoning about ai. ai will cause job losses: short term maybe but long term ai increases human labor productivity leading to more job creation. 1-2 generations is sufficient for labor force to adapt. cheaper inference will reduce demand for chips and energy: cost reduction will open up new applications and dramatically increase demand for chips and energy. this is playing out empirically. ai will make google search obsolete: front end maybe. but because ai makes knowledge acquisition more efficient there will be demand for more knowledge more questions and more"
X Link 2025-12-10T12:29Z 169.4K followers, 7177 engagements

"the most 0-to-1 thing in crypto right now is stablecoin-enabled credit when u can move money at the speed of light money spends less time "in transit" and more time generating yield"
X Link 2025-11-26T18:52Z 169.4K followers, 55.4K engagements

"otoh btc and defi have much simpler stories. btc's story is that of digital gold. defi's story is one of profit generating businesses"
X Link 2025-12-04T14:14Z 169.4K followers, 2781 engagements

"crypto bros r going to trade stonks and realize they r up against much much more sophisticated counterparties"
X Link 2025-11-26T01:23Z 169.4K followers, 484.6K engagements

"if u believe l1s currently have v few credible competitors u've simply incorrectly framed the competitive landscape l1s r not just competing with each other but also with tradfi exchange and settlement stack - namely nasdaq+dtcc plus hundreds if not thousands of derivatives equivalents and their international counterparts this should be self-evident this past year when ai sucked so much capital (both long term and speculative) from crypto to the point where even cryptonatives pivoted to trading stonks"
X Link 2025-12-04T13:56Z 169.4K followers, 24.7K engagements

"@hosseeb we already had this debate:"
X Link 2025-12-11T00:30Z 169.4K followers, 2728 engagements

"i have a hard time convincing myself to own l1 tokens long term not because the p/e ratios r high but because they have no moat. without a moat they become commoditized and cant capture meaningful value. - users can bridge from one chain to another easily these days. - most app devs can move from one chain to another fairly quickly too (aside from a handful of complex smart contracts). - and its never been easier to launch a new chain. their switching cost of blockchains is nowhere near something like aws. the only way as far as i can see for chains to strengthen their moat is to verticalize"
X Link 2025-11-27T21:05Z 169.4K followers, 597.8K engagements

"most sobering thing i read recently is that no technological revolution in the last couple hundred years - be it steam engine electricity or computers - however amazing they r have changed the long term gdp per capita growth of 2%"
X Link 2025-12-05T09:20Z 169.4K followers, 88.3K engagements

"im too old to want to win debates but if anyone believes that a weighted index of l1s (of their choosing) will outperform a weighted index of the 8-10/10s on my list in the next XX yrs im happy to settle the debate with a bet"
X Link 2025-12-11T00:53Z 169.4K followers, 32.4K engagements

"the smartest guy i went to high school with used to beat me at every math competition then decided to study romance languages at the worlds #1 ranked university then became a high school french teacher im still baffled by every decision this sequence today"
X Link 2025-12-03T10:23Z 169.4K followers, 411.6K engagements

"when i say stablecoins r not a threat at all I mean specifically consumer-to-merchant which is visa and mcs core business. however there r at least X major battlegrounds between visa/mc and stablecoin startups namely b2b (eg importer/exporter cross border) and c2c (eg remittance). these r areas where stablecoin startups have undeniably found pmf AND visa/mc have publicly said they wanted to expand into. b2b payment specifically is much much larger than consumer-to-merchant volume-wise"
X Link 2025-12-06T22:53Z 169.4K followers, 31.1K engagements

"@MacBudkowski not sure about lido but aave might be higher than a 5/10. as a user have to trust that their smart contracts r battle tested enough to not lose ur money"
X Link 2025-12-10T10:23Z 169.4K followers, 1678 engagements

"whats the most objective measure of "moat" imo it's fees/revenue. everything else is a vanity metric. if ur business has durable moats and operates in a growing space it should earn more revenue over time. conversely if it doesn't have moats either it loses market share to competitors or it maintains market share by engaging in price wars. both situations lead to flat or lower fees over time. (note that just because a business has no moat doesn't mean it's not valuable. it just means that it passes value to customers rather than keeping it for itself. in fact this is true for the vast"
X Link 2025-11-29T22:46Z 169.4K followers, 74.8K engagements

"the fact that the market cant agree on wtf l1s r at an economic level or how tf to value them is tautologically why its hard to make a compelling bull (or bear) case for them. to make money in markets u have to own something that the market will eventually catch on to do u believe the market will eventually catch on to the p/e story the network effect story the store of value story or something else is the crux of it"
X Link 2025-12-04T14:10Z 169.4K followers, 18.2K engagements

"an unexpected takeway from my time in crypto is that visa and mastercard have insanely high moats. their banking and regulatory relationships as well as acceptance among consumers and merchants r so entrenched in global commerce that every new competitor ends up plugging into them rather than replacing them. would argue that their business is more defensible than even the largest tech companies in the world. and no stablecoins r not a threat at all but a rail they can easily wrap on top of"
X Link 2025-12-06T13:00Z 169.4K followers, 75.6K engagements

"if i had to rank various businesses by moat: 10/10: msft (mission critical saas) aapl (brand + dev eco) visa/ma (payment network effect) tsm (ip + physical infra) 9/10: goog (search and ai ip) amzn (ecommerce network effect + logistics physical infra) moodys s&p fico (regulatory + brand + ratings network effect) 8/10: meta (social network effect) nvda (ip + cuda network effect) 5/10: the best crypto businesses 3/10: blockchains (narrow/no moat isnt necessarily a bad thing but u have to believe that the team can constantly out-innovate competitors)"
X Link 2025-12-10T10:15Z 169.4K followers, 120.8K engagements

"asml 10/10 similar to tsm"
X Link 2025-12-10T10:29Z 169.4K followers, 4393 engagements

"@Bitcoineo my parents r pretty happy since i generated far more return on their sacrifice than theyve ever imagined"
X Link 2025-12-11T09:39Z 169.4K followers, XXX engagements