[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Delztheplug Delz Delz posts on X about just a, onchain, tvl, pumpfun the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1077606722699755521/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +5,981% ### Mentions: XX [#](/creator/twitter::1077606722699755521/posts_active)  - X Week XXX +123% - X Month XXX +9,550% ### Followers: XXX [#](/creator/twitter::1077606722699755521/followers)  - X Week XXX +6.60% - X Month XXX +34% ### CreatorRank: XXXXXXX [#](/creator/twitter::1077606722699755521/influencer_rank)  ### Social Influence [#](/creator/twitter::1077606722699755521/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [exchanges](/list/exchanges) XXXX% [travel destinations](/list/travel-destinations) XXXX% [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [musicians](/list/musicians) XXXX% [nfts](/list/nfts) XXXX% **Social topic influence** [just a](/topic/just-a) #1201, [onchain](/topic/onchain) 5.36%, [tvl](/topic/tvl) 4.46%, [pumpfun](/topic/pumpfun) 4.46%, [protocol](/topic/protocol) 3.57%, [beta](/topic/beta) 3.57%, [market cap](/topic/market-cap) 3.57%, [money](/topic/money) 2.68%, [$1b](/topic/$1b) 2.68%, [$5b](/topic/$5b) XXXX% **Top accounts mentioned or mentioned by** [@based16z](/creator/undefined) [@realnimona](/creator/undefined) [@rahimmahtab](/creator/undefined) [@ayyyeandy](/creator/undefined) [@iamkadense](/creator/undefined) [@abeebrozaq](/creator/undefined) [@beaniemaxi](/creator/undefined) [@juanaxyz00](/creator/undefined) [@jgonzalezferrer](/creator/undefined) [@ripdoteth](/creator/undefined) [@kylereidhead](/creator/undefined) [@maruushae](/creator/undefined) [@zhusu](/creator/undefined) [@danconiacrypto](/creator/undefined) [@unionbuild](/creator/undefined) [@jw100x](/creator/undefined) [@bullrunsago](/creator/undefined) [@nategeraci](/creator/undefined) [@coinmamba](/creator/undefined) [@materkel](/creator/undefined) **Top assets mentioned** [Pump.fun (PUMP)](/topic/pumpfun) [Bitcoin (BTC)](/topic/bitcoin) [Hundred Million (100M)](/topic/$100m) [Solana (SOL)](/topic/solana) [USDtb (USDTB)](/topic/$usdtb) [BlackRock Inc (BLK)](/topic/blackrock) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Spark (SPK)](/topic/$spk) [SharpLink Gaming (SBET)](/topic/sharplink) ### Top Social Posts [#](/creator/twitter::1077606722699755521/posts) --- Top posts by engagements in the last XX hours "@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](/creator/x/Delztheplug) on [X](/post/tweet/1948400460311773432) 2025-07-24 15:10:43 UTC XXX followers, XX engagements "@maruushae this is unironically bullish. A whale with millions in fresh profit isn't just apeing into random shit; he's front-running the next narrative. Isn't the real story that the smart money is rotating from memecoins into NFTs"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949121468895215650) 2025-07-26 14:55:45 UTC XXX followers, XX engagements "@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](/creator/x/Delztheplug) on [X](/post/tweet/1948029244417962283) 2025-07-23 14:35:39 UTC XXX followers, XX engagements "umm the risk he identified hasn't disappeared; it's just moved up the stack. We just saw the $100M+ Curve exploit in 2023. Has the fundamental risk of catastrophic smart contract failure gone away or has it just been transferred to the now multi-billion dollar application layer"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949149452171661647) 2025-07-26 16:46:57 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](/creator/x/Delztheplug) on [X](/post/tweet/1948749049185673241) 2025-07-25 14:15:53 UTC XXX followers, XX engagements "the XX% APY on perps is the price of liquidity and stablecoin neutrality. A XXXX% borrow on $USDTb is great but you're taking on the depeg risk of a new unproven asset. Isn't this just swapping a known explicit cost (funding) for an unknown potentially catastrophic tail risk"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949159329296179444) 2025-07-26 17:26:12 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](/creator/x/Delztheplug) on [X](/post/tweet/1948370786990883191) 2025-07-24 13:12:49 UTC XXX followers, XXX engagements "@JW100x the biggest risk to this thesis is Ethereum's security budget. With fees migrating to L2s the L1's revenue is shrinking. How does a chain secure trillions in TradFi assets with a security budget that is a fraction of Bitcoin's $50M/day issuance"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949243778679886254) 2025-07-26 23:01:46 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](/creator/x/Delztheplug) on [X](/post/tweet/1948561434482475088) 2025-07-25 01:50:23 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](/creator/x/Delztheplug) on [X](/post/tweet/1948780159357866359) 2025-07-25 16:19:31 UTC XXX followers, 1303 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](/creator/x/Delztheplug) on [X](/post/tweet/1948388855645626424) 2025-07-24 14:24:37 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](/creator/x/Delztheplug) on [X](/post/tweet/1948817464973791729) 2025-07-25 18:47:45 UTC XXX followers, XXX engagements "that 'empty' is a temporary luxury. Once a killer app starts consuming that remaining 4.9GB of daily blob space won't the fee market kinda ignite and price out the very experimentation you're excited about idk Isn't this just a short-term window before the classic problem of induced demand makes blobs expensive again"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949166219472298100) 2025-07-26 17:53:35 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948080114358468793) 2025-07-23 17:57:47 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](/creator/x/Delztheplug) on [X](/post/tweet/1948415723493093735) 2025-07-24 16:11:22 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948769118225633647) 2025-07-25 15:35:38 UTC XXX followers, 1793 engagements "this strategy risks ignoring the power-law distribution of crypto lol. Fading XX losers might save you from small losses but missing that single 100x winner can be a far greater portfolio-level loss. Given that just one big win pays for all the failures how do you mathematically justify a XX% fade rate"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949242667591700569) 2025-07-26 22:57:21 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948390763559079976) 2025-07-24 14:32:12 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](/creator/x/Delztheplug) on [X](/post/tweet/1948558456899645749) 2025-07-25 01:38:33 UTC XXX followers, XX engagements "the VCs might be right but for the wrong reasons. A new project needs innovation to win. An incumbent with a multi-billion dollar treasury just needs to launch a vampire attack. Isn't this less about reclaiming dominance and more about a bigger balance sheet trying to buy it back"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949160581782503637) 2025-07-26 17:31:11 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948365815469781297) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948422369929785842) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948379869240271202) 2025-07-24 13:48:54 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](/creator/x/Delztheplug) on [X](/post/tweet/1948069962536427997) 2025-07-23 17:17:27 UTC XXX followers, 1617 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](/creator/x/Delztheplug) on [X](/post/tweet/1948401644594495871) 2025-07-24 15:15:26 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948545622166196418) 2025-07-25 00:47:33 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](/creator/x/Delztheplug) on [X](/post/tweet/1948813845947908435) 2025-07-25 18:33:22 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948414641773625642) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948083309612839419) 2025-07-23 18:10:29 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](/creator/x/Delztheplug) on [X](/post/tweet/1948775741958615197) 2025-07-25 16:01:58 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](/creator/x/Delztheplug) on [X](/post/tweet/1948536766719222105) 2025-07-25 00:12:21 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948386343844782143) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948420935523926392) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948741627167613085) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948540644743434712) 2025-07-25 00:27:46 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948037873267065035) 2025-07-23 15:09:56 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948394578215657639) 2025-07-24 14:47:21 UTC XXX followers, XXX engagements "My take is this is the 'productive asset' thesis playing out in real-time. BTC is a non-yielding SoV. ETH offers a XXX% staking yield plus exposure to the entire on-chain economy. Is the market finally pricing ETH not as 'digital gold' but as a high-growth yield-bearing tech stock"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949101216077607398) 2025-07-26 13:35:17 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](/creator/x/Delztheplug) on [X](/post/tweet/1948484855680954628) 2025-07-24 20:46:05 UTC XXX followers, XXX engagements "'automation' is a dangerous euphemism for 'abstraction.' By hiding the code and complexity don't you also hide the risk This feels like a path toward a few powerful black-box 'DeFAI' platforms that become new centralized intermediaries which is the very thing crypto was built to oppose"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949116935292977566) 2025-07-26 14:37:44 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948393168321352189) 2025-07-24 14:41:45 UTC XXX followers, XXX engagements "@ayyyeandy this just amplifies the central risk. The entire system is a bet on a positive funding rate. In a prolonged bear market with negative funding as we saw for months in 2022 doesn't Converge just become a hyper-efficient way to accelerate Ethena's death spiral"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949096284339482829) 2025-07-26 13:15:41 UTC XXX followers, XX engagements "My take is to stop funding 'solutions' and start funding 'primitives.' I'd create a $10B perpetual endowment managed on-chain to exclusively fund open-source public goods: truly open AI models decentralized identity protocols privacy tech and more. Is the goal not to solve one problem but to create a self-sustaining ecosystem of tools that allows millions of others to solve their own"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949106873149391259) 2025-07-26 13:57:45 UTC XXX followers, X engagements "@theejhay01 @AnonVee_ @RealNimona Hey theejay please the two projects which youre currently on their leaderboards what are the keywords you use for each of them asides the project names"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949210560190460196) 2025-07-26 20:49:46 UTC XXX followers, X engagements "@game_for_one this isn't my competition; it's just the noise floor. The real competition is the quant funds and MMs that are actively profiting from this predictable neurotic behavior. Aren't we all just providing liquidity for a much more sophisticated set of players"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949124968064614500) 2025-07-26 15:09:40 UTC XXX followers, XX engagements "Jackboys X with XX savage adlibs and heavenly melodies. Feels like listening to astroworld for the first time again"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1944257942884430043) 2025-07-13 04:49:50 UTC XXX followers, 32.5K engagements "I joined Web3 for financial freedom now my mental heatlh depends on a capybara based website's leaderboard 💔"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949175745424621984) 2025-07-26 18:31:26 UTC XXX followers, XX engagements "the treasury is a double-edged sword. With over 270k ETH and 4k BTC it's a massive asset but it also means $MNT's price is heavily correlated to the majors. How can Mantle 'run it back' on its own merits when its value is so fundamentally tethered to the performance of BTC and ETH"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949119369537105936) 2025-07-26 14:47:25 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948767821887881370) 2025-07-25 15:30:29 UTC XXX followers, XX engagements "The thought of talking (yapping) about a project is more draining than actually talking about the project"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1948792119612645701) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948372918473195626) 2025-07-24 13:21:17 UTC XXX followers, XX engagements "@lex_node the 'saintly beatitude' you describe is actually a dangerous vulnerability in this space. A healthy dose of cynicism isn't a moral failing; it's a critical security tool. In a trust-minimized environment isn't unwavering optimism just a synonym for being the perfect mark"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949094595880427552) 2025-07-26 13:08:58 UTC XXX followers, X engagements "@solidintel_x this raises serious questions. SharpLink holds a $573M ETH treasury. An ex-BlackRock exec joining could give them unparalleled insight into ETF flows. Isn't this a massive albeit legal conflict of interest that could give one public company an unfair advantage"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1948778989390082097) 2025-07-25 16:14:52 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948526917281288255) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948396481217511607) 2025-07-24 14:54:55 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](/creator/x/Delztheplug) on [X](/post/tweet/1948776248949314043) 2025-07-25 16:03:58 UTC XXX followers, XX engagements "@ripchillpill @banditxbt @anoma the fitcoin isnt simple to get thoo lmaoo help"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949162895775789111) 2025-07-26 17:40:22 UTC XXX followers, X 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](/creator/x/Delztheplug) on [X](/post/tweet/1948563499937910988) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948538114290393191) 2025-07-25 00:17:43 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](/creator/x/Delztheplug) on [X](/post/tweet/1948547736430645479) 2025-07-25 00:55:57 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948742772732707030) 2025-07-25 13:50:57 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948523748388184357) 2025-07-24 23:20:38 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948420070461309095) 2025-07-24 16:28:39 UTC XXX followers, XX engagements "inflows are only half the story. The $5.5M ETH held by US ETFs and the massive 32.5M ETH (27% of supply) locked in staking are huge but what about the supply side VC unlocks for major L2s are scheduled to release billions in ETH liquidity. Doesn't this new sell pressure complicate the bull case"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949124135772099067) 2025-07-26 15:06:21 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](/creator/x/Delztheplug) on [X](/post/tweet/1948787632596476270) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948423368987807841) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948762517469041110) 2025-07-25 15:09:25 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](/creator/x/Delztheplug) on [X](/post/tweet/1948397242668269906) 2025-07-24 14:57:56 UTC XXX followers, XXX engagements "@jgonzalezferrer @UxGsol thats what u all say but asides the obvious use of em dash how else would u knoww i'd love to be able to identify and purge what i need to purge"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949163943676514405) 2025-07-26 17:44:32 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](/creator/x/Delztheplug) on [X](/post/tweet/1948369417890353615) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948740077405741289) 2025-07-25 13:40:14 UTC XXX followers, XXX engagements "@Route2FI the 'deal flow' is a noisy signal. With the total crypto market cap still hovering below its $3T 2021 high and institutional ETF money just beginning to compound isn't this more characteristic of a healthy mid-cycle consolidation before the true expansion phase"  [@Delztheplug](/creator/x/Delztheplug) on [X](/post/tweet/1949123479820800447) 2025-07-26 15:03:45 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948384466335940814) 2025-07-24 14:07:10 UTC XXX followers, XXX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948553816066195964) 2025-07-25 01:20:06 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948367838768472510) 2025-07-24 13:01:06 UTC XXX followers, 2663 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](/creator/x/Delztheplug) on [X](/post/tweet/1948034786934550895) 2025-07-23 14:57:40 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](/creator/x/Delztheplug) on [X](/post/tweet/1948770093191573547) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948525333570887811) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948071599199908152) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948075805898162547) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948398141083934871) 2025-07-24 15:01:30 UTC XXX followers, XX 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](/creator/x/Delztheplug) on [X](/post/tweet/1948527745492820128) 2025-07-24 23:36:31 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](/creator/x/Delztheplug) on [X](/post/tweet/1948749820111310853) 2025-07-25 14:18:57 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](/creator/x/Delztheplug) on [X](/post/tweet/1948372283610812559) 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](/creator/x/Delztheplug) on [X](/post/tweet/1948783780639998101) 2025-07-25 16:33:54 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](/creator/x/Delztheplug) on [X](/post/tweet/1948786376398258234) 2025-07-25 16:44:13 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Delztheplug Delz
Delz posts on X about just a, onchain, tvl, pumpfun 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%
- X Month XXXXXX +5,981%
Mentions: XX #
- X Week XXX +123%
- X Month XXX +9,550%
Followers: XXX #
- X Week XXX +6.60%
- X Month XXX +34%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXXX% technology brands XXXX% exchanges XXXX% travel destinations XXXX% countries XXXX% social networks XXXX% musicians XXXX% nfts XXXX%
Social topic influence just a #1201, onchain 5.36%, tvl 4.46%, pumpfun 4.46%, protocol 3.57%, beta 3.57%, market cap 3.57%, money 2.68%, $1b 2.68%, $5b XXXX%
Top accounts mentioned or mentioned by @based16z @realnimona @rahimmahtab @ayyyeandy @iamkadense @abeebrozaq @beaniemaxi @juanaxyz00 @jgonzalezferrer @ripdoteth @kylereidhead @maruushae @zhusu @danconiacrypto @unionbuild @jw100x @bullrunsago @nategeraci @coinmamba @materkel
Top assets mentioned Pump.fun (PUMP) Bitcoin (BTC) Hundred Million (100M) Solana (SOL) USDtb (USDTB) BlackRock Inc (BLK) Coinbase Global, Inc. (COIN) Spark (SPK) SharpLink Gaming (SBET)
Top Social Posts #
Top posts by engagements in the last XX hours
"@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
"@maruushae this is unironically bullish. A whale with millions in fresh profit isn't just apeing into random shit; he's front-running the next narrative. Isn't the real story that the smart money is rotating from memecoins into NFTs" @Delztheplug on X 2025-07-26 14:55:45 UTC XXX followers, XX engagements
"@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
"umm the risk he identified hasn't disappeared; it's just moved up the stack. We just saw the $100M+ Curve exploit in 2023. Has the fundamental risk of catastrophic smart contract failure gone away or has it just been transferred to the now multi-billion dollar application layer" @Delztheplug on X 2025-07-26 16:46:57 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
"the XX% APY on perps is the price of liquidity and stablecoin neutrality. A XXXX% borrow on $USDTb is great but you're taking on the depeg risk of a new unproven asset. Isn't this just swapping a known explicit cost (funding) for an unknown potentially catastrophic tail risk" @Delztheplug on X 2025-07-26 17:26:12 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
"@JW100x the biggest risk to this thesis is Ethereum's security budget. With fees migrating to L2s the L1's revenue is shrinking. How does a chain secure trillions in TradFi assets with a security budget that is a fraction of Bitcoin's $50M/day issuance" @Delztheplug on X 2025-07-26 23:01:46 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
"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, 1303 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
"@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, XXX engagements
"that 'empty' is a temporary luxury. Once a killer app starts consuming that remaining 4.9GB of daily blob space won't the fee market kinda ignite and price out the very experimentation you're excited about idk Isn't this just a short-term window before the classic problem of induced demand makes blobs expensive again" @Delztheplug on X 2025-07-26 17:53:35 UTC XXX followers, XXX 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
"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
"@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, 1793 engagements
"this strategy risks ignoring the power-law distribution of crypto lol. Fading XX losers might save you from small losses but missing that single 100x winner can be a far greater portfolio-level loss. Given that just one big win pays for all the failures how do you mathematically justify a XX% fade rate" @Delztheplug on X 2025-07-26 22:57:21 UTC XXX followers, XXX 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
"@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
"the VCs might be right but for the wrong reasons. A new project needs innovation to win. An incumbent with a multi-billion dollar treasury just needs to launch a vampire attack. Isn't this less about reclaiming dominance and more about a bigger balance sheet trying to buy it back" @Delztheplug on X 2025-07-26 17:31:11 UTC XXX followers, XXX 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
"@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
"@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
"@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
"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, XXX 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
"@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 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
"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
"@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
"@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
"My take is this is the 'productive asset' thesis playing out in real-time. BTC is a non-yielding SoV. ETH offers a XXX% staking yield plus exposure to the entire on-chain economy. Is the market finally pricing ETH not as 'digital gold' but as a high-growth yield-bearing tech stock" @Delztheplug on X 2025-07-26 13:35:17 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
"'automation' is a dangerous euphemism for 'abstraction.' By hiding the code and complexity don't you also hide the risk This feels like a path toward a few powerful black-box 'DeFAI' platforms that become new centralized intermediaries which is the very thing crypto was built to oppose" @Delztheplug on X 2025-07-26 14:37:44 UTC XXX followers, XX 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
"@ayyyeandy this just amplifies the central risk. The entire system is a bet on a positive funding rate. In a prolonged bear market with negative funding as we saw for months in 2022 doesn't Converge just become a hyper-efficient way to accelerate Ethena's death spiral" @Delztheplug on X 2025-07-26 13:15:41 UTC XXX followers, XX engagements
"My take is to stop funding 'solutions' and start funding 'primitives.' I'd create a $10B perpetual endowment managed on-chain to exclusively fund open-source public goods: truly open AI models decentralized identity protocols privacy tech and more. Is the goal not to solve one problem but to create a self-sustaining ecosystem of tools that allows millions of others to solve their own" @Delztheplug on X 2025-07-26 13:57:45 UTC XXX followers, X engagements
"@theejhay01 @AnonVee_ @RealNimona Hey theejay please the two projects which youre currently on their leaderboards what are the keywords you use for each of them asides the project names" @Delztheplug on X 2025-07-26 20:49:46 UTC XXX followers, X engagements
"@game_for_one this isn't my competition; it's just the noise floor. The real competition is the quant funds and MMs that are actively profiting from this predictable neurotic behavior. Aren't we all just providing liquidity for a much more sophisticated set of players" @Delztheplug on X 2025-07-26 15:09:40 UTC XXX followers, XX 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, 32.5K engagements
"I joined Web3 for financial freedom now my mental heatlh depends on a capybara based website's leaderboard 💔" @Delztheplug on X 2025-07-26 18:31:26 UTC XXX followers, XX engagements
"the treasury is a double-edged sword. With over 270k ETH and 4k BTC it's a massive asset but it also means $MNT's price is heavily correlated to the majors. How can Mantle 'run it back' on its own merits when its value is so fundamentally tethered to the performance of BTC and ETH" @Delztheplug on X 2025-07-26 14:47:25 UTC XXX followers, XX 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
"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
"@lex_node the 'saintly beatitude' you describe is actually a dangerous vulnerability in this space. A healthy dose of cynicism isn't a moral failing; it's a critical security tool. In a trust-minimized environment isn't unwavering optimism just a synonym for being the perfect mark" @Delztheplug on X 2025-07-26 13:08:58 UTC XXX followers, X engagements
"@solidintel_x this raises serious questions. SharpLink holds a $573M ETH treasury. An ex-BlackRock exec joining could give them unparalleled insight into ETF flows. Isn't this a massive albeit legal conflict of interest that could give one public company an unfair advantage" @Delztheplug on X 2025-07-25 16:14:52 UTC XXX followers, XXX 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
"@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
"@ripchillpill @banditxbt @anoma the fitcoin isnt simple to get thoo lmaoo help" @Delztheplug on X 2025-07-26 17:40:22 UTC XXX followers, X 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
"@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
"@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
"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
"@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
"inflows are only half the story. The $5.5M ETH held by US ETFs and the massive 32.5M ETH (27% of supply) locked in staking are huge but what about the supply side VC unlocks for major L2s are scheduled to release billions in ETH liquidity. Doesn't this new sell pressure complicate the bull case" @Delztheplug on X 2025-07-26 15:06:21 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, 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
"@jgonzalezferrer @UxGsol thats what u all say but asides the obvious use of em dash how else would u knoww i'd love to be able to identify and purge what i need to purge" @Delztheplug on X 2025-07-26 17:44:32 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
"@Route2FI the 'deal flow' is a noisy signal. With the total crypto market cap still hovering below its $3T 2021 high and institutional ETF money just beginning to compound isn't this more characteristic of a healthy mid-cycle consolidation before the true expansion phase" @Delztheplug on X 2025-07-26 15:03:45 UTC XXX followers, XX 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
"@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
"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, 2663 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
"@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
"@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
"@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
"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
"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