# ![@BearlyRational Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4628501535.png) @BearlyRational Bearly Rational

Bearly Rational posts on X about starknet, zcash, strk, coinbase the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::4628501535/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4628501535/c:line/m:interactions.svg)

- [--] Week [-----] -27%
- [--] Month [-----] +218%
- [--] Months [------] +3,862%
- [--] Year [------] +308%

### Mentions: [--] [#](/creator/twitter::4628501535/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4628501535/c:line/m:posts_active.svg)

- [--] Week [--] +18%
- [--] Month [--] +97%
- [--] Months [---] +663%
- [--] Year [---] +250%

### Followers: [---] [#](/creator/twitter::4628501535/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4628501535/c:line/m:followers.svg)

- [--] Week [---] +0.82%
- [--] Month [---] +2.20%
- [--] Months [---] +21%
- [--] Year [---] +27%

### CreatorRank: [---------] [#](/creator/twitter::4628501535/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4628501535/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  74% [finance](/list/finance)  26% [stocks](/list/stocks)  23% [technology brands](/list/technology-brands)  21% [exchanges](/list/exchanges)  20% [travel destinations](/list/travel-destinations)  7% [automotive brands](/list/automotive-brands)  2% [products](/list/products)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[starknet](/topic/starknet) #122, [zcash](/topic/zcash) 21%, [strk](/topic/strk) #33, [coinbase](/topic/coinbase) 19%, [crypto](/topic/crypto) 14%, [$yec](/topic/$yec) 9%, [gold](/topic/gold) 8%, [usdc](/topic/usdc) 7%, [$strk](/topic/$strk) 6%, [ai](/topic/ai) 6%

**Top accounts mentioned or mentioned by**
[@elibensasson](/creator/undefined) [@starknet](/creator/undefined) [@coinbase](/creator/undefined) [@lyskey](/creator/undefined) [@brianarmstrong](/creator/undefined) [@paradex](/creator/undefined) [@mene](/creator/undefined) [@dexteraiagent](/creator/undefined) [@zcashrabbi](/creator/undefined) [@zforzcash](/creator/undefined) [@tokenbeyondai](/creator/undefined) [@balajis](/creator/undefined) [@calcutat](/creator/undefined) [@daydreamsagents](/creator/undefined) [@jaredctate](/creator/undefined) [@gemini](/creator/undefined) [@krakenfx](/creator/undefined) [@mybraavos](/creator/undefined) [@milocredit](/creator/undefined) [@peterizzo](/creator/undefined)

**Top assets mentioned**
[StarkNet (STRK)](/topic/starknet) [Zcash (ZEC)](/topic/zcash) [Coinbase Global Inc. (COIN)](/topic/coinbase) [USDC (USDC)](/topic/usdc) [Strike (STRK)](/topic/$strk) [Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [balajis (BALAJIS)](/topic/$balajis) [Ethereum (ETH)](/topic/ethereum) [Near Protocol (NEAR)](/topic/$near) [Cypherpunk Technologies Inc. (CYPH)](/topic/$cyph) [zkSync (ZK)](/topic/zksync)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Ywallet is the best wallet for Zcash and Ycash Ive seen for note management. Zashi is a huge step towards abstracting away note management and focusing on commerce txns. Solid UX but the crosspay needs faster settlement imho. Still very good for what is happening on backend"  
[X Link](https://x.com/BearlyRational/status/2022722744572625091)  2026-02-14T17:20Z [---] followers, [--] engagements


"$NEAR at $1 seems like a steal. $YEC under $1 same. $STRK Starknet at [--] seems asymmetric. gotta have patience yall and gems will turn up Lots of crap crypto vapor out there. Holding and acquiring more of these [--] 💪"  
[X Link](https://x.com/BearlyRational/status/2019649629709840685)  2026-02-06T05:49Z [---] followers, [---] engagements


"I have been reading through some of the @daydreamsagents code for Agentic AI on Starknet x402 paymaster facilitators. Very bullish for STRK ecosystem. 🤯"  
[X Link](https://x.com/BearlyRational/status/2022789731394949558)  2026-02-14T21:47Z [---] followers, [---] engagements


"$CYPH is down 47% YTD lol"  
[X Link](https://x.com/BearlyRational/status/2019622110352875576)  2026-02-06T04:00Z [---] followers, [--] engagements


"@vesuxyz the decimals for your repayment UI are causing errors. You need to extend to [--] decimals for WBTC. Otherwise low value loans cant be repaid"  
[X Link](https://x.com/BearlyRational/status/2020518388015976600)  2026-02-08T15:21Z [---] followers, [--] engagements


"@boundless_xyz @bread_ @emilianobonassi @conduitxyz Starknet included"  
[X Link](https://x.com/BearlyRational/status/2020522091641258233)  2026-02-08T15:36Z [---] followers, [--] engagements


"@BuzzPatterson @BillAckman Very doubtful any major conflict happens during the Olympics. Thatd be risky business. 😬"  
[X Link](https://x.com/BearlyRational/status/2020523245154586665)  2026-02-08T15:40Z [---] followers, [----] engagements


"@StarkWhaleAlert Dang thats a lot of STRK. Bridging onto L2 from L1 is a bullish move for Starknet. I think there is an epic disconnect between the current price (5) and the real value. Will be interesting how the asymmetry plays out over the next few months @EliBenSasson"  
[X Link](https://x.com/BearlyRational/status/2020613288934121550)  2026-02-08T21:38Z [---] followers, [--] engagements


"@EliBenSasson @Cointelegraph USDC with privacy (shielded view keys verifiable settlement and supply) would be a huge win. No one wants their salary medical payments or embarrassing buys on a public bulletin board. Good thing Starknet has the bones to get this done 🚀"  
[X Link](https://x.com/BearlyRational/status/2020623885138624843)  2026-02-08T22:20Z [---] followers, [--] engagements


"ZRO with big L1 pivot news today. Claim is ZK for parallel heterogeneous (reduce duplication for block production) backend. Seems counterintuitive to trustless blockchain but well see. Spot light on ETH and traditional L1 + L2 for rebuttals imho. zksync Starknet 🍿"  
[X Link](https://x.com/BearlyRational/status/2021617213002985841)  2026-02-11T16:07Z [---] followers, [--] engagements


"@jaredctate @DGBAT_Official You should strongly consider talking to @peerxyz for pairing digidollar with fiat (Venmo Zelle etc)"  
[X Link](https://x.com/BearlyRational/status/2022189506880057592)  2026-02-13T06:02Z [---] followers, [---] engagements


"@omarespejel @openclaw @Starknet @avnu_fi The part that makes my head spin is where are the agents spending keys actually stored"  
[X Link](https://x.com/BearlyRational/status/2022691413146898773)  2026-02-14T15:16Z [---] followers, [--] engagements


"@dexteraiagent @daydreamsagents Is Dexter on Starknet"  
[X Link](https://x.com/BearlyRational/status/2022810712133763152)  2026-02-14T23:10Z [---] followers, [--] engagements


"Zcash volume is massive right now. Strong challenge to Bitcoin BTC on Coinbase rn I am watching ZEC volume closely 👀"  
[X Link](https://x.com/BearlyRational/status/1990001979897295286)  2025-11-16T10:20Z [---] followers, [--] engagements


"@EliBenSasson Cryptographically verifiable secret evidence $ZEC $STRK $YEC 🫡"  
[X Link](https://x.com/BearlyRational/status/1990806595400511781)  2025-11-18T15:37Z [---] followers, [---] engagements


"@exodus Zcash is literally the only right answer today (via sapling or orchard or intents). In the next few years (or months) the answer will likely be Zcash Ycash and $STRK @Starknet iykyk 🤙🏽 $ZEC $YEC"  
[X Link](https://x.com/BearlyRational/status/1992116932439691487)  2025-11-22T06:24Z [---] followers, [---] engagements


"XRP has a market cap 10x Zcash. XRP has a market cap 10000x Ycash Think about that Still very early in ZK adoption"  
[X Link](https://x.com/BearlyRational/status/1992461550624645448)  2025-11-23T05:13Z [---] followers, [---] engagements


"@XRPathologist So basically people will talk about Zcash (and Ycash) over Thanksgiving then therell be further accumulation in ascending triangle . Then Santa rides his Christmas rocket. 🎅"  
[X Link](https://x.com/BearlyRational/status/1992746796448411779)  2025-11-24T00:07Z [---] followers, [---] engagements


"@ZcashRabbi @zooko @VitalikButerin Ztarknet (ie Starknet L2 + settlement on Zcash) is a very good idea for scaling and maintaining privacy at L1 on Zcash. @Starknet has massive scale. They use sTarks and also tend toward [--] bit (eg Blake2s vs Blake2b [--] bit in Zcash/Ycash which is more compute intensive)"  
[X Link](https://x.com/BearlyRational/status/1992792925928145041)  2025-11-24T03:10Z [---] followers, [--] engagements


"@ZcashRabbi When chains cant scale to masses L2s with recursive ZK validity proofs make a lot of sense & the L1 maintains its role/value as the foundational settlement. My advice would be to not be too hubristic or closed minded. Trial decryption is compute intensive. L2s are necessary"  
[X Link](https://x.com/BearlyRational/status/1992796464150634899)  2025-11-24T03:24Z [---] followers, [--] engagements


"@ZcashRabbi Im following the brains and building on @Starknet and Ycash. After watching several hours of @EliBenSasson interviews and deep diving ZK and $STRK you begin to realize it makes A LOT of sense to L2 on Starknet 🧠 (Cairo has a learning curve though worth it imho)"  
[X Link](https://x.com/BearlyRational/status/1992808992813494711)  2025-11-24T04:14Z [---] followers, [---] engagements


"cannot stress this enough These are full horn Bullish: [--]. Agentic AI in IDEs (Cursor Claude Antigravity) [--]. ZKP for scale & privacy (Zcash Ycash Starknet) Price discovery may take time but daaaaamn next gen yall. Study up 👀 @YcashFoundation @StarknetFndn @cursor_ai"  
[X Link](https://x.com/BearlyRational/status/1993871833922470193)  2025-11-27T02:37Z [---] followers, [---] engagements


"Zcash Ycash Starknet 💪 INSIGHT: SECs Hester Peirce says crypto self-custody and financial privacy are basic freedoms. https://t.co/FYwID8QrFb INSIGHT: SECs Hester Peirce says crypto self-custody and financial privacy are basic freedoms. https://t.co/FYwID8QrFb"  
[X Link](https://x.com/BearlyRational/status/1995249547128557802)  2025-11-30T21:52Z [---] followers, [---] engagements


"I like the concept of Bitcoin BUT I dont like its : - lack of privacy - resistance to adapting - lack of adopting updated standards Zcash Ycash Starknet even Solana and Near are leading in the space imho. Study up 🤓"  
[X Link](https://x.com/BearlyRational/status/1997002955665571948)  2025-12-05T17:59Z [---] followers, [---] engagements


"Privacy scale ZK validity proofs crypto and cryptography verifiable compute 🚀 @Starknet @StarkWareLtd Zcash Ycash Saddle up yall 🤠🫡 I dunno who needs to hear this but this current moment is the Netscape or iPhone moment for crypto. Its working bigger than ever before far beyond our wildest dreams. Both the institutional parts and the cypherpunk parts. I dunno who needs to hear this but this current moment is the Netscape or iPhone moment for crypto. Its working bigger than ever before far beyond our wildest dreams. Both the institutional parts and the cypherpunk parts"  
[X Link](https://x.com/BearlyRational/status/1997784225756725401)  2025-12-07T21:44Z [---] followers, [---] engagements


"@ErikVoorhees Does Venice have a VScode extension like Claude Code Wondering how to swap in Venice in an IDE. Possible"  
[X Link](https://x.com/BearlyRational/status/1998897851376742656)  2025-12-10T23:29Z [---] followers, [---] engagements


"Significant technical damage on the $STRK crypto charts 😬 -8% 1D -18% 1W -53% 1M -82% 1Y Tokenomics and price action is rough. Will be interesting to see if the tech is for realz and gains traction and adoption. Or else it wont be pretty"  
[X Link](https://x.com/BearlyRational/status/2001490567918977454)  2025-12-18T03:11Z [---] followers, [--] engagements


"Constructive criticism of Starknet: - The dev tools are complex but powerful. Too complex for a jr dev. - sncast vs snforge vs starkli etc etc is too complicated imho but again very powerful. - non-native STRK in Coinbase is problematic (bad UX for txfers) - too much supply rn"  
[X Link](https://x.com/BearlyRational/status/2001496148398440930)  2025-12-18T03:34Z [---] followers, [--] engagements


"To address these my recommendations: - Hire dev tool product mgmt to simplify. - Consolidate; sunset old tools ppl should not be using - Get native STRK and USDC on Coinbase asap - Do a good faith burn (like stellar in Nov 2019) Starknet 🫡"  
[X Link](https://x.com/BearlyRational/status/2001499291513434179)  2025-12-18T03:46Z [---] followers, [--] engagements


"@kkirkbos @EliBenSasson Might be worth watching order books (on Coinbase for example). Some think significant depth around current price is good (liquidity). But if the market maker has an agenda thats not good. -50% in [--] month isnt organic Worth a look for STRK. 👀"  
[X Link](https://x.com/BearlyRational/status/2002391706230988950)  2025-12-20T14:52Z [---] followers, [--] engagements


"When you analyze order books and trades for Starknet STRK theres patterns of wash trading and controlled price descent. youve got a large trader (and or MM) controlling both sides of the books. Should be raised to @coinbase compliance investigation. Been going on for weeks"  
[X Link](https://x.com/BearlyRational/status/2003121024754495808)  2025-12-22T15:10Z [---] followers, [--] engagements


"@coinbase Very obvious wash trades. also MM walls on both sides bid & ask + near [--] spread. @EliBenSasson itll be interesting when trades are private DEX vs CEX. In theory private trade would make this very common. Controversial topic; Should this be allowed Starknet STRK 🫡"  
[X Link](https://x.com/BearlyRational/status/2003132407701225844)  2025-12-22T15:55Z [---] followers, [--] engagements


"@Auri_0x Agreed. Starknet the network 👍🏽 but STRK the token needs much better tokenomics. Too much supply rn and even though there is decent liquidity at market price market makers are manhandling the price in a controlled descent. Ironically STRK is small enough that MM can do that"  
[X Link](https://x.com/BearlyRational/status/2003217284635197665)  2025-12-22T21:33Z [---] followers, [--] engagements


"@coinbase @EliBenSasson @brian_armstrong Same shenanigans These are wash trades Zero spread; MM buy and sell walls; controlled price descent. Thats market manipulation. Debatable whether fair in crypto CEX/DEX. But its very obvious for a trained eye. Starknet 🚀 STRK 🐻"  
[X Link](https://x.com/BearlyRational/status/2003483648860033163)  2025-12-23T15:11Z [---] followers, [--] engagements


"@coinbase @EliBenSasson @brian_armstrong More wash trades zero spread buy sell walls. Text book case of manipulation surprised Coinbase allows this. And if Coinbase is the MM then thatd be worse (fake volume). Starknet has great tech; but this token price shenanigans is not healthy. Major shame for crypto imho"  
[X Link](https://x.com/BearlyRational/status/2003796610036473960)  2025-12-24T11:55Z [---] followers, [--] engagements


"@EliBenSasson [----] was a great year for ZKP awareness. Zcash awareness up. Ycash awareness up. Starknet awareness up. Snarks and Starks up. Encryption up. Privacy up. Scaling necessity up. Price discovery should follow but may take time. [----] could be a breakout year. 🚀"  
[X Link](https://x.com/BearlyRational/status/2004310747778895877)  2025-12-25T21:58Z [---] followers, [--] engagements


"2026 incoming Im bullish on: [--]. Ycash as store of value; private encrypted digital money. [--]. Starknet for programmability scalability cryptography innovation (zkp proofs) [--]. Silver (& Gold) = opposite of fiat. [--]. AI in IDEs + Agentic transactions [--]. Zcash for awareness"  
[X Link](https://x.com/BearlyRational/status/2004422256504746483)  2025-12-26T05:21Z [---] followers, [---] engagements


"Abaxx very well positioned. Men has significant potential to surprise (especially if rates are lowered and hnw tier consumes and invests more) Interoperability between chains will continue to gain momentum imho led by Near intents model. USDC will continue to grow. NFA/DYOR"  
[X Link](https://x.com/BearlyRational/status/2004423566306283541)  2025-12-26T05:26Z [---] followers, [---] engagements


"Wish list for 2026: [--]. Either regulators or market forces need to deal with market manipulators in crypto otherwise consumers wont adopt bc the stigma of rugs and p&d will hinder growth [--]. Better listings at the major exchanges: DGB (an OG still not listed is crazy); Ycash"  
[X Link](https://x.com/BearlyRational/status/2004425585699983765)  2025-12-26T05:34Z [---] followers, [--] engagements


"3. Coinbase needs native Starknet support. When you start researching smart contracts and cryptography proofs you start to realize Cairo is next level. (bb Aztec and noir also very very good). But the whole am I on ETH or L2 is bad UX. Native Starknet is on the wishlist. USDC"  
[X Link](https://x.com/BearlyRational/status/2004426667834724571)  2025-12-26T05:38Z [---] followers, [--] engagements


"@EliBenSasson Having to pick a network (and making sure you have the currency for fees and making sure the destination wallet supports the network) is VERY BAD UX. It leads to lost or frozen funds or upset users who give up or spread negative feedback. L2 generally needs to do better.🫡"  
[X Link](https://x.com/BearlyRational/status/2004602451924816061)  2025-12-26T17:17Z [---] followers, [--] engagements


"@Starknet @StarknetEco [----] is going to be 🔥 L1 private assets (sapling/orchard) L2 Starknet scale and web3 economy Zcash Ycash"  
[X Link](https://x.com/BearlyRational/status/2004606957764870429)  2025-12-26T17:35Z [---] followers, [---] engagements


"@EliBenSasson Are there plans to add USDC (Starknet native) to Near intents and Coinbase Those seem like big unlocks for Starknet from a UX standpoint as well"  
[X Link](https://x.com/BearlyRational/status/2005143234801180995)  2025-12-28T05:06Z [---] followers, [--] engagements


"@Gemini @cypherpunk @tyler @cameron [----]. Ycash. 🤙🏽 Which major US exchange will list Ycash first (The only friendly fork to Zcash; GPU minable; ticker $YEC) @coinbase @krakenfx @Gemini Which major US exchange will list Ycash first (The only friendly fork to Zcash; GPU minable; ticker $YEC) @coinbase @krakenfx @Gemini"  
[X Link](https://x.com/BearlyRational/status/2006384553079026062)  2025-12-31T15:18Z [---] followers, [--] engagements


"Days like this I particularly love Ycash. You know what I mean 🫡"  
[X Link](https://x.com/BearlyRational/status/2009087872964677974)  2026-01-08T02:20Z [---] followers, [---] engagements


"Ycash If you are disappointed by the current Zcash governance drama please consider augmenting your Zcash holdings with a bit of Ycash. You can hold a bit of YEC on the side and still be a ZEC maxi. ✅ BitMart: https://t.co/l6irLY5Lhm SafeTrade: https://t.co/Yz0uqgge3p If you are disappointed by the current Zcash governance drama please consider augmenting your Zcash holdings with a bit of Ycash. You can hold a bit of YEC on the side and still be a ZEC maxi. ✅ BitMart: https://t.co/l6irLY5Lhm SafeTrade: https://t.co/Yz0uqgge3p"  
[X Link](https://x.com/BearlyRational/status/2009384788138856685)  2026-01-08T22:00Z [---] followers, [---] engagements


"@EliBenSasson Feed Claude the Cairo Book as context and it does a much better job. Same with open zeppelin 3.0.0 docs. Building with Cairo and Starknet is fun but challenging so feed your tools comprehensive context 🫡"  
[X Link](https://x.com/BearlyRational/status/2009418263709753790)  2026-01-09T00:13Z [---] followers, [--] engagements


"@EliBenSasson @Starknet @Lyskey Serious question: what improvements are in the works for on-ramp to Starknet via Coinbase. STRK on CB is still ETH STRK and you cant stake it or send it without a bridge. Also no USDC (Starknet) support. How can this friction be addressed"  
[X Link](https://x.com/BearlyRational/status/2010380575677509787)  2026-01-11T15:57Z [---] followers, [--] engagements


"@EliBenSasson @Starknet @Lyskey @ready_co card in might help but maybe there are other things brewing for Starknet 🫡"  
[X Link](https://x.com/BearlyRational/status/2010407138112504202)  2026-01-11T17:43Z [---] followers, [--] engagements


"@Delphi_Digital @defiprime If Perp DEXs become mainstream things like @paradex and @Starknet will be 🔥"  
[X Link](https://x.com/BearlyRational/status/2011264015323054308)  2026-01-14T02:28Z [---] followers, [--] engagements


"@jdxddcZOeq7tAX6 @EliBenSasson @NEARProtocol Thats a hot take 😬 I like when Eli discusses the applied math and how it works in Starknet. 🤙🏽 I agree that STRK tokenomics are not good. Theres too much supply & unlocks are too big and too frequent. They need a massive Stellar XLM esque burn to reduce uncirculated supply"  
[X Link](https://x.com/BearlyRational/status/2011833748585923046)  2026-01-15T16:11Z [---] followers, [--] engagements


"@Lyskey Good step. Im still scratching my head why USDC on Starknet isnt included on intents or Coinbase deposits. I feel like there are still some basic steps to go for foundational rails for Starknet"  
[X Link](https://x.com/BearlyRational/status/2012019905911275699)  2026-01-16T04:31Z [---] followers, [--] engagements


"My read on Starknet STRK is a measured recovery move to [--]. One volume spike (like DASH) will do exactly that. It definitely needs volume to do it tho. Maybe ETF maybe Solana maybe a coin burn not sure 🤷🏽♂ But thats what I see in the chart. DYOR. NFA"  
[X Link](https://x.com/BearlyRational/status/2012024781508657175)  2026-01-16T04:51Z [---] followers, [--] engagements


"@DigiAwareness_ @jaredctate Im still not understanding what happens at the end of the timelock. User timelocks DGB collateral and mints digidollars. Then digidollars are in the wild. Timelock ends digidollars still in the wild. Does user need to burn digidollars to make the DGB collateral spendable"  
[X Link](https://x.com/BearlyRational/status/2012954284934177042)  2026-01-18T18:24Z [---] followers, [--] engagements


"For those watching STRK Starknet hourly chart and tape more market making shenanigans. These are wash trades. STRK just gapped down. Its not random. 👀 MM on @coinbase @brian_armstrong Admittedly I spend too much time watching STRK order books 😕"  
[X Link](https://x.com/BearlyRational/status/2013050873396474255)  2026-01-19T00:48Z [---] followers, [---] engagements


"Starknet Coinbase Market Maker lol"  
[X Link](https://x.com/BearlyRational/status/2013055076294934850)  2026-01-19T01:05Z [---] followers, [---] engagements


"The wash trades are particularly bad today on Coinbase STRK Starknet market. 🥴 @brian_armstrong @EliBenSasson Claude Opus [---] can detect this btw. Try feeding in a screenshot of orders. I guess the bigger question is why would Coinbase crack down on this 🤷🏽♂ theyd lose fees"  
[X Link](https://x.com/BearlyRational/status/2013089745375527125)  2026-01-19T03:22Z [---] followers, [--] engagements


"Opus Starknet compliance report: This has the hallmarks of coordinated manipulation: artificial price containment via walls combined with repetitive wash-trade executions at the controlled price. Id escalate this for formal investigation & consider filing a Suspicious Activity Report https://twitter.com/i/web/status/2013154826272510020 https://twitter.com/i/web/status/2013154826272510020"  
[X Link](https://x.com/BearlyRational/status/2013154826272510020)  2026-01-19T07:41Z [---] followers, [--] engagements


"In case you were wondering the Davos tier elites have been buying things like @mene Gold and Platinum for months 👀 Epic run under way in metals. Check mate 🚀 MENE"  
[X Link](https://x.com/BearlyRational/status/2013348521240408129)  2026-01-19T20:31Z [---] followers, [--] engagements


"Starknet technicals breaking down 😬 Chart not looking good at all. Too much supply. Token supply burn needed"  
[X Link](https://x.com/BearlyRational/status/2014501405923672430)  2026-01-23T00:52Z [---] followers, [--] engagements


"@mene Platinum Gold 👀 🚀"  
[X Link](https://x.com/BearlyRational/status/2014530662980846071)  2026-01-23T02:48Z [---] followers, [--] engagements


"@ZforZcash I agree. The tokenomics of Ycash are much better than Starknet. YEC is an L1 coin with a small supply and low market cap. STRK has too much token supply and very aggressive dilution due to locked coins. STRK needs to basically burn half its supply. 🤷🏽♂"  
[X Link](https://x.com/BearlyRational/status/2014558879770935661)  2026-01-23T04:40Z [---] followers, [---] engagements


"@ZforZcash If Starknet does burn supply like Stellar XLM in [----] youd likely see significant price discovery because there is a lot of building and interoperability going on with Stark. And they seem like an ally to ZK and crypto overall. Also ETF"  
[X Link](https://x.com/BearlyRational/status/2014563711714000986)  2026-01-23T04:59Z [---] followers, [--] engagements


"@EliBenSasson Bullish on the tech and Cairo. 🫡 Not bullish on the tokenomics though. Starknet needs a massive burn of uncirculated coins; too many coins imho"  
[X Link](https://x.com/BearlyRational/status/2014813847866257736)  2026-01-23T21:33Z [---] followers, [--] engagements


"@paradex I was researching your UX Constructive criticism: wallet connect & funding is very confusing. I was expecting to connect @myBraavos & then start trading in one step but that is not the case. Imho UX needs to be simpler + compatible with native @Starknet. @EliBenSasson"  
[X Link](https://x.com/BearlyRational/status/2015508957402706280)  2026-01-25T19:35Z [---] followers, [--] engagements


"@TokenBeyondAI Reasonable assessment on Starknet. Theres too much supply (especially locked supply). They need a significant token burn. Stellar xlm had the same issue several years ago. Even staking reward a meh bc theres so much supply"  
[X Link](https://x.com/BearlyRational/status/2015556120245567860)  2026-01-25T22:43Z [---] followers, [--] engagements


"@TokenBeyondAI All that said even riskier to short STRK though because if there is an uncirculated token burn then the price will likely go bonkers bullish"  
[X Link](https://x.com/BearlyRational/status/2015556695901253653)  2026-01-25T22:45Z [---] followers, [--] engagements


"@TokenBeyondAI In Nov [----] Stellar XLM same situation sub [--] range + massive locked supply. Half supply was burned by SDF and gave XLM the chance to recover to 75-80. It was a solid 8-10x move. Starknet powers of locked supply should be weighing option rn bc technical damage is not good"  
[X Link](https://x.com/BearlyRational/status/2015560498818043938)  2026-01-25T23:00Z [---] followers, [--] engagements


"@balajis In the age of gen AI content humans will develop greater appreciation for live performances & real hard assets @AlexHonnold epic climb CFB NFL Gold Platinum jewelry @mene Silver 🚀 AI raised bar for software but the counter balancethat which is REAL 🤓 Thoughts"  
[X Link](https://x.com/BearlyRational/status/2015648775910650167)  2026-01-26T04:51Z [---] followers, [--] engagements


"@EliBenSasson Crypto is a mine field; 95% drawdowns (STRK) rug pulls copy cat contracts insider trading market manipulation monopoly money air complicated UX. Ive gotten all of those reasons from people for not adopting. Also some say whats wrong with my bank Normalcy bias"  
[X Link](https://x.com/BearlyRational/status/2015670959622234362)  2026-01-26T06:19Z [---] followers, [---] engagements


"@EliBenSasson I think complicated UX is number [--]. choosing a network deploying an address Deposit into a DEX L1 vs L2 Chance of reorg or orphans Thats all UX too complicated for the masses (vs login to bank or Fidelity)"  
[X Link](https://x.com/BearlyRational/status/2015671926182785105)  2026-01-26T06:23Z [---] followers, [--] engagements


"@MakeGoldGreat Im kicking myself for not buying a sealed monster box of eagles and maples 😭 The vast majority of people do not own enough silver"  
[X Link](https://x.com/BearlyRational/status/2015679587880222901)  2026-01-26T06:53Z [---] followers, [--] engagements


"@milocredit @pete_rizzo_ Agreed. I would not be surprised if Trump administration pushes this out in the US. If the is going to be the center of the crypto world its the only way (and tax consumption instead). The only way. BTC would go to $500k easy if cap gains were 0% in the US"  
[X Link](https://x.com/BearlyRational/status/2015960599243755761)  2026-01-27T01:30Z [---] followers, [--] engagements


"@milocredit @pete_rizzo_ [--] cap gains is a strategic move to win web3 economic share. A magnet for capital flows. [--] cap gains paves the way for AI agents to transact freely. why DJT and @DavidSacks should push for [--] cap gains in US. Taxing income on crypto gains is silly; should be at consumption"  
[X Link](https://x.com/BearlyRational/status/2015962310695928029)  2026-01-27T01:37Z [---] followers, [--] engagements


"@LunarCrush $YEC #Ycash 🤙🏽👀"  
[X Link](https://x.com/BearlyRational/status/1507042794992328733)  2022-03-24T17:12Z [---] followers, [--] engagements


"$YEC #Ycash 👀 When you know you know 🤙🏽 Ycash vs #Bitcoin on a daily chart 👀 YECBTC Have not sold any $YEC since the day I heard about Ycash from @El_DoN_EV 🤝 https://t.co/5YHDZz28je Ycash vs #Bitcoin on a daily chart 👀 YECBTC Have not sold any $YEC since the day I heard about Ycash from @El_DoN_EV 🤝 https://t.co/5YHDZz28je"  
[X Link](https://x.com/BearlyRational/status/1508072974129065985)  2022-03-27T13:26Z [---] followers, [--] engagements


"👏 for Coinbase for stepping up. But Tornado has/had a fraction of the value locked vs major transparent #crypto chains; so the defend #privacy argument seems weak here. The clap is for the battling the defend open-source part. 1/ Coinbase is funding a lawsuit brought by six individuals challenging the Treasury's sanction of the Tornado Cash smart contracts. https://t.co/DkMHtyt0zR 1/ Coinbase is funding a lawsuit brought by six individuals challenging the Treasury's sanction of the Tornado Cash smart contracts. https://t.co/DkMHtyt0zR"  
[X Link](https://x.com/BearlyRational/status/1568045201767411713)  2022-09-09T01:14Z [---] followers, [--] engagements


"These kind of deals in luxury space are exciting $KER.PA $OR.PA Theres an appetite for deals. companies like LVMH $LVMUY $CFRUY $MC.PA have deep pockets and/or significant equity to trade. Related to $MENEF for sure. Paris Luxury Kering is in talks to sell its beauty business to LOral in a deal that values the unit at roughly $4 billion https://t.co/39mXR91K8A Kering is in talks to sell its beauty business to LOral in a deal that values the unit at roughly $4 billion https://t.co/39mXR91K8A"  
[X Link](https://x.com/BearlyRational/status/1979549223571054676)  2025-10-18T14:04Z [---] followers, [---] engagements


"@Gemini emerging as leader in this $YEC Ycash listing poll. Shield it and they will come 🍿 Which major US exchange will list Ycash first (The only friendly fork to Zcash; GPU minable; ticker $YEC) @coinbase @krakenfx @Gemini Which major US exchange will list Ycash first (The only friendly fork to Zcash; GPU minable; ticker $YEC) @coinbase @krakenfx @Gemini"  
[X Link](https://x.com/BearlyRational/status/1990977131149734059)  2025-11-19T02:55Z [---] followers, [--] engagements


"@coingecko $YEC Ycash $STRK $ZEC Zcash $ZK $BALAJIS"  
[X Link](https://x.com/BearlyRational/status/1991022298217001133)  2025-11-19T05:54Z [---] followers, [---] engagements


"If amount of shielded signifies strength of ecosystem then $YEC Ycash is also in a position of strength. It has 6+ million shielded. 💪 The amount of Shielded $ZEC signifies the strength of the ecosystem. It remains strong. On a wider timeframe Zcash is inevitable. https://t.co/7EST1mfFNH The amount of Shielded $ZEC signifies the strength of the ecosystem. It remains strong. On a wider timeframe Zcash is inevitable. https://t.co/7EST1mfFNH"  
[X Link](https://x.com/BearlyRational/status/1994521889889554776)  2025-11-28T21:40Z [---] followers, [---] engagements


"One of the most informative macro pod episodes 🧠 @balajis $BALAJIS + @LukeGromen = 🎯 Pure gold. Insightful. Must watch. A few months ago I got the opportunity to sit down with @balajis for a conversation on the @ns podcast. We talked about a # of structural issues within macro - a full table of contents & the conversation is below; a YouTube link can be found below that. Thx for having me on A few months ago I got the opportunity to sit down with @balajis for a conversation on the @ns podcast. We talked about a # of structural issues within macro - a full table of contents & the"  
[X Link](https://x.com/BearlyRational/status/2006070243173728426)  2025-12-30T18:29Z [---] followers, [--] engagements


"@chaseadams @TheAhmadOsman If youve set up a mining rig before following the steps for ai rig is pretty easy. And yes you can still mine crypto these days with your GPU rig. Ycash 🤝 AI AI 🤝 Ycash"  
[X Link](https://x.com/BearlyRational/status/2009793199045546434)  2026-01-10T01:03Z [---] followers, [--] engagements


"@ZforZcash I think thats barking up the wrong tree. I wouldnt sell STRK. But buying Ycash is a no brainer at these levels. Starknet is a different beast; they have leading smart contract tech (Cairo). They mainly need to burn some uncirculated supply"  
[X Link](https://x.com/BearlyRational/status/2014562362129580201)  2026-01-23T04:54Z [---] followers, [--] engagements


"@mert @checkprice Good to see hidden gems listed as well Ycash 🚀"  
[X Link](https://x.com/BearlyRational/status/2016052422536528003)  2026-01-27T07:35Z [---] followers, [--] engagements


"@myBraavos you should look at zashi wallet crosspay and integrate something similar in Braavos for Starknet. Near intents essentially integrated into the wallet. @EliBenSasson @Starknet heres something for your UX list 😉"  
[X Link](https://x.com/BearlyRational/status/2016396667864650218)  2026-01-28T06:23Z [---] followers, [--] engagements


"@EliBenSasson Lets hope it is related to adoption and usage of STRK because the chain is near all time lows for market price. It needs to be something that significantly improves the tokenomics of Starknet"  
[X Link](https://x.com/BearlyRational/status/2017050640267235786)  2026-01-30T01:42Z [---] followers, [---] engagements


"@EliBenSasson My real guess: Starknet migrates to its own L1. Which frankly would avoid a lot of confusion across networks"  
[X Link](https://x.com/BearlyRational/status/2017055412424757707)  2026-01-30T02:01Z [---] followers, [--] engagements


"Very well articulated Great segment to watch if you are researching crypto Bitcoin Starknet Zcash etc 🫡 Thank you @CNBC for having me this morning bright & early to talk CLARITY and zk https://t.co/TeMoT1U7Pv Thank you @CNBC for having me this morning bright & early to talk CLARITY and zk https://t.co/TeMoT1U7Pv"  
[X Link](https://x.com/BearlyRational/status/2017057210728403029)  2026-01-30T02:08Z [---] followers, [---] engagements


"If you are new to precious metals gold silver platinum you should definitely follow @JoshCrumb . He has over a decade of receipts with solid metals energy SOV theses. Tech + real assets masterclass. 🫡 Bitgold Goldmoney Men Abaxx"  
[X Link](https://x.com/BearlyRational/status/2017063461289939413)  2026-01-30T02:32Z [---] followers, [---] engagements


"@EliBenSasson @BoredElonMusk Eli I like your conviction However the tokenomics of STRK seem broken. Unlocks = BAD. Price trend is hemorrhaging in persistent bear. There is wash trading and pinning in STRK markets. And L2 has complicated UX and dependence on L1. Hoping for best but reality might be stark"  
[X Link](https://x.com/BearlyRational/status/2017239138685333969)  2026-01-30T14:11Z [---] followers, [--] engagements


"@balajis @mene is one way of democratizing gold and platinum ownership. No you cant transport/wear millions of dollars at one time but its a solid choice for diversification into real assets. Bitcoin Zcash Ycash and Men $menef jewelry is wise https://mene.com https://mene.com"  
[X Link](https://x.com/BearlyRational/status/2017245179909144624)  2026-01-30T14:35Z [---] followers, [---] engagements


"@mert Seeing historic mcap swings makes me realize how undervalued and underowned Ycash is right now. Its mcap is in the low millions. Zcash in billions. Silver in trillions. Still so early 🤷🏽♂"  
[X Link](https://x.com/BearlyRational/status/2017246917370253380)  2026-01-30T14:41Z [---] followers, [---] engagements


"@Lyskey @extendedapp Tbh with Starknet tokenomics. There is too much supply Too much supply allows bad actors to make markets & control price. If you study Coinbase order book that is exactly what is happening for months. Even if its the best tech controlled drawdowns will force people out"  
[X Link](https://x.com/BearlyRational/status/2017618122493333598)  2026-01-31T15:17Z [---] followers, [--] engagements


"@Lyskey @extendedapp DEX help rebalance market making power structure (more decentralized natural price discovery) Starknet has leaders in area of DEX/dapp; extended paradex avnu etc. But STRK holders are suffering bc of bad tokenomics Now is time for a burn & independent private chain Else $0"  
[X Link](https://x.com/BearlyRational/status/2017620658474389745)  2026-01-31T15:27Z [---] followers, [--] engagements


"@Calcutat @Lyskey @paradex @unichain @Starknet @megaeth @aztecnetwork @AbstractChain Ill be honest guys Ive been using Starknet dev tools for months now and the version conflicts + multiple tools is not a very good experience. Major area of opportunity for dev UX. Especially for custom circuits garaga scarb etc"  
[X Link](https://x.com/BearlyRational/status/2019237364036669486)  2026-02-05T02:31Z [---] followers, [--] engagements


"@Calcutat @Lyskey @paradex @unichain @Starknet @megaeth @aztecnetwork @AbstractChain Also RPC version conflicts and onchain verifiers. Kind of a headache. I hope the dev experience improves significantly. Need a consolidation of tools and blessed versioning. Privacy features will be kinda meh if no one can build easily"  
[X Link](https://x.com/BearlyRational/status/2019238155992592439)  2026-02-05T02:34Z [---] followers, [--] engagements


"Good read. Especially for those on bleeding edge like Starknet iykyk Have been following reactions to what I said about L2s about [---] days ago. One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a [--] week delay" is to infra what forking Compound is to governance - something we've done Have been following reactions to what I said about L2s about [---] days ago. One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a [--] week delay" is to infra what forking Compound is to"  
[X Link](https://x.com/BearlyRational/status/2019444763980668970)  2026-02-05T16:15Z [---] followers, [--] engagements


"@gsummersmba Much more likely imo that the same old paper gold silver playbook is being used on Bitcoin. Big money institutions sell paper etfs which lowers the price; then they buy the real asset BTC. Very obvious. Stablecoin = the strategy for govt to extend the life of the dollar"  
[X Link](https://x.com/BearlyRational/status/2019658613464395935)  2026-02-06T06:25Z [---] followers, [--] engagements


"@starkience @Calcutat @LootSurvivor @ethereum @growthepie_eth That says Starknet is 6% of what"  
[X Link](https://x.com/BearlyRational/status/2019991484959953394)  2026-02-07T04:27Z [---] followers, [--] engagements

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