#  @Flip_Research Flip Flip posts on X about friendtech, crypto, ai, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1483068931816443905/interactions)  - [--] Week [-----] -28% - [--] Month [------] +217% - [--] Months [------] -51% - [--] Year [-------] -90% ### Mentions: [--] [#](/creator/twitter::1483068931816443905/posts_active)  - [--] Month [--] -50% - [--] Months [--] -38% - [--] Year [--] +18% ### Followers: [-----] [#](/creator/twitter::1483068931816443905/followers)  - [--] Week [-----] +0.43% - [--] Month [-----] +1.60% - [--] Months [-----] +1.10% - [--] Year [-----] +8.30% ### CreatorRank: [---------] [#](/creator/twitter::1483068931816443905/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) 42% [finance](/list/finance) 29% [countries](/list/countries) 7% [stocks](/list/stocks) 6% [exchanges](/list/exchanges) 4% [technology brands](/list/technology-brands) 4% [currencies](/list/currencies) 1% [events](/list/events) 1% [social networks](/list/social-networks) 1% **Social topic influence** [friendtech](/topic/friendtech) #17, [crypto](/topic/crypto) 9%, [ai](/topic/ai) 4%, [market](/topic/market) 4%, [china](/topic/china) 3%, [web3](/topic/web3) 3%, [hyperliquid](/topic/hyperliquid) 3%, [creators](/topic/creators) 2%, [the first](/topic/the-first) 2%, [ct](/topic/ct) 2% **Top accounts mentioned or mentioned by** [@friendspaceapp](/creator/undefined) [@posttenebras2](/creator/undefined) [@jim_buildr](/creator/undefined) [@grok](/creator/undefined) [@polymarket](/creator/undefined) [@0xreisearch](/creator/undefined) [@gameforone](/creator/undefined) [@defimaestro](/creator/undefined) [@zemirch](/creator/undefined) [@herrocrypto](/creator/undefined) [@pedrofounder](/creator/undefined) [@machibigbrother](/creator/undefined) [@hyperliquidx](/creator/undefined) [@base](/creator/undefined) [@seankelleyx](/creator/undefined) [@ishmeoweth](/creator/undefined) [@agentchud](/creator/undefined) [@eclipticaos](/creator/undefined) [@virtualkenji](/creator/undefined) [@0xbreadguy](/creator/undefined) **Top assets mentioned** [Friend.tech (FRIEND)](/topic/friendtech) [REI Network (REI)](/topic/$rei) [Official Trump (TRUMP)](/topic/$trump) [Pump.fun (PUMP)](/topic/pumpfun) [Optimism (OP)](/topic/optimism) [Ethena (ENA)](/topic/ethena) [Pendle (PENDLE)](/topic/pendle) [EigenCloud (EIGEN)](/topic/$eigen) [Renzo (REZ)](/topic/$rez) [Eigenpie (EGP)](/topic/$egp) [ORBIT (GRIFT)](/topic/$grift) [DEFAI (DEFAI)](/topic/defai) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Hyperliquid (HYPE)](/topic/$hype) [Uniswap (UNI)](/topic/$uni) [1inch (1INCH)](/topic/$1inch) [GMX (GMX)](/topic/$gmx) [Gains Network (GNS)](/topic/$gns) [Radiant Capital (RDNT)](/topic/$rdnt) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Noble Corporation (NE)](/topic/$ne) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "@ishmeow_eth No I think eth is great as technological innovation something that I've spent most of my time on over the past few yrs But just don't think it's a good investment rn" [X Link](https://x.com/Flip_Research/status/2019094689291366633) 2026-02-04T17:04Z [----] followers, [---] engagements "@PostTenebras2 @grok how have eth leadership framed eth as a SOV or a utility token" [X Link](https://x.com/Flip_Research/status/2019095535286665403) 2026-02-04T17:07Z [----] followers, [--] engagements "We've added FriendTech style social rooms to @FriendSpaceApp something that many FT OGs have asked for. At the same time we've also made the app public with invite codes being optional (but still beneficial as users receive 5% of invitee points) Slowly but surely we're delivering on our grand plan of a social ecosystem built from the ground up for crypto natives. Trading Rooms and Social Rooms are the core pillar of this. Next up is working on further DeFi integrations so that all of CT can find the alfa they're looking for in one place- without noise and with true market discovery. In-room" [X Link](https://x.com/anyuser/status/2015404100607770716) 2026-01-25T12:39Z [----] followers, [----] engagements "I used to be a full on ETH maxi ultrasound in my profile etc. But it's been tough to see leadership meander through various ideas over the years with no clear direction. Meanwhile fee income for ETH has fallen to a fraction of its peak. Yeah you can argue this is scaling blah blah but you'll still give a tradfi analyst an aneurysm trying to reconcile current valuation with the fundamentals I think there are lots of potential narratives upon which ETH can make a comeback: L1/L2 distinction (Vitalik's tweet maybe a first step towards this idk) Quantum resistance RWA/Tokenisation growth" [X Link](https://x.com/anyuser/status/2019008477310443606) 2026-02-04T11:21Z [----] followers, [----] engagements "This aged well- I think we're starting to get towards a value zone but we need to see a cleansing of the DATs first. Feel times like this are perfect for staying heads down and focusing on building. I remember FriendTech had its success in the depths of a bear We're still shipping hard on @FriendSpaceApp a social ecosystem built for CT natives. Polymarket integration into our trading rooms coming soon Sold some BTC today for the first time in a while. Felt dirty but can't ignore the persistent weakness vs equities anymore. Q is who's the marginal buyer Marginal sellers on other hand: DATs" [X Link](https://x.com/Flip_Research/status/2019703645739098448) 2026-02-06T09:24Z [----] followers, [---] engagements "$REI has been the only alt I've been holding since last year through a 3x followed by a 95% downturn. Such is crypto. But it's nice to see it get some love again thanks to @AgentChud the incredible work over at @EclipticaOS as well as ofc @0xreisearch @game_for_one $REI- Novel AI architecture which allows for persistent memory deep contextual answers and genuine learning resulting in performance that's comparable *or better* than leading LLMs. Project that transcends crypto fully expect this to be trading far higher soon @game_for_one $REI- Novel AI architecture which allows for persistent" [X Link](https://x.com/Flip_Research/status/2020819598291947740) 2026-02-09T11:18Z [----] followers, [----] engagements "Some thoughts after a couple of days at side events in SG: - ALOT more people at events compared to last yr (for context a yr ago $BTC was at $26K $ETH $1.4K $SOL $19) and just an insane number of side events in total- I think over [---] - Vibes last yr were outright bearish VCs were holding off on investing many ppl sidelined etc. This year it's mixed. Cautious optimism but still alot of sidelined capital. Many waiting until after Fed pivot and the November election - Many are in it for the long-term on the Crypto-AI narrative I feel this is one that's here to stay. Suspect we'll see AI Agents" [X Link](https://x.com/Flip_Research/status/1836350371482210613) 2024-09-18T10:23Z [----] followers, 24.5K engagements "@VirtualKenji Thanks Kenji agreed. Kinda the other way round but meeting some Friendtech OGs all looked v different to what I expected (apart from @0xBreadguy ๐) Feel blessed to be a part of the space" [X Link](https://x.com/Flip_Research/status/1836359222361231760) 2024-09-18T10:58Z [----] followers, [----] engagements "Interesting to see the narrative tokens outperforming post-FOMC. Double digit gains on the day for SUI and AERO. Perhaps a lesson in there Some thoughts after a couple of days at side events in SG: - ALOT more people at events compared to last yr (for context a yr ago $BTC was at $26K $ETH $1.4K $SOL $19) and just an insane number of side events in total- I think over [---] - Vibes last yr were outright Some thoughts after a couple of days at side events in SG: - ALOT more people at events compared to last yr (for context a yr ago $BTC was at $26K $ETH $1.4K $SOL $19) and just an insane number" [X Link](https://x.com/Flip_Research/status/1836627090495734146) 2024-09-19T04:43Z [----] followers, [----] engagements "Insane. While I'm not personally affected RTing for visibility. Can't let withholding non-native tokens become the norm it's essentially theft Whoa boy looks like I got farmed. I've learned subsequently that EtherFI had some random snapshot in August and if you weren't holding weETH on that date they zeroed all of your EIGEN rewards. So it doesn't matter if you provided liquidity for months previously the forfeit https://t.co/yIrHYtvrqZ Whoa boy looks like I got farmed. I've learned subsequently that EtherFI had some random snapshot in August and if you weren't holding weETH on that date they" [X Link](https://x.com/Flip_Research/status/1837456692730085378) 2024-09-21T11:39Z [----] followers, [----] engagements "Going through your list: Hyperlane- I like what they're building Eigenlayer- Etherfi Renzo Swell Eigenpie Puffer. In hindsight it would have been best to stake with Eigen directly Kroma- via NFT mainly feel this one's been flying under the radar Debridge (passive) Jumper (passive) Ethena- Mainly through Pendle YT at this point S1 was best cook this yr S2 less so. Not sure I'll do S3 vesting requirements been made far too complex Mantle- Via Puff and INIT. Puff been one of the better farms even with price decline. Think $COOK will cook and Puff a bit undervalued. Init reasonable dual farm" [X Link](https://x.com/Flip_Research/status/1837852119526953465) 2024-09-22T13:51Z [----] followers, [---] engagements "Probably one of the most obvious mispricings right now driven by airdrop sell pressure $Eigen beta play at $10M mcap $53M fdv and over $1.15B in TVL. Versus $Rez at $74M mcap $451M fdv $1.05B TVL and $Ethfi at $264M mcap $1.5B fdv $6.26B TVL. There seems to be a huge mispricing for $Egp according to these numbers I am seeing. Technical setup is also looking https://t.co/JtMdr4wTxS $Eigen beta play at $10M mcap $53M fdv and over $1.15B in TVL. Versus $Rez at $74M mcap $451M fdv $1.05B TVL and $Ethfi at $264M mcap $1.5B fdv $6.26B TVL. There seems to be a huge mispricing for $Egp according to" [X Link](https://x.com/Flip_Research/status/1839216776879419815) 2024-09-26T08:13Z [----] followers, [----] engagements "Great post. If you're looking to make money solo in the current market there are a few ways imo: - Focus on being early - Focus on strats that don't scale - Invest passively - Sell something (content service etc.) If you pit yourself against sophisticated players unless you have inside info or are the VERY top in what you do you'll eventually lose READ THIS if you are a trader or aspiring to be one: Huss was the first to like my reply and inspired me to write more (atrached). Heres the cold truth. It almost never makes sense to go full time solo investor. There are of course exceptions but" [X Link](https://x.com/Flip_Research/status/1839901870602539313) 2024-09-28T05:36Z [----] followers, [----] engagements "@Defi_Maestro ๐ค" [X Link](https://x.com/Flip_Research/status/1858403816376259027) 2024-11-18T06:56Z [----] followers, [---] engagements "Great summary of $GRIFT. Market just starting to realise the value of DEFAI- Orbit brings this together with intents and its agent-solver network. The practical applications of this are exciting but we're still very much early. I hold a position. 1/ The DeFAI protocol @orbitcryptoai (GRIFT) bridges key crypto sectors like interoperability and intents but is valued solely as a DeFAI platform. Its agent-solver network built by @sphereone_ could be a major competitive moat. Now valued at $70M up 63% this week Orbit and https://t.co/FvYv4AWqHv 1/ The DeFAI protocol @orbitcryptoai (GRIFT) bridges" [X Link](https://x.com/Flip_Research/status/1878830042278674602) 2025-01-13T15:42Z [----] followers, [----] engagements "We're living in a simulation FartStrategy will accelerate the Fartcoin Flywheel. https://t.co/XLsNSP5rjS FartStrategy will accelerate the Fartcoin Flywheel. https://t.co/XLsNSP5rjS" [X Link](https://x.com/Flip_Research/status/1882497535241228365) 2025-01-23T18:36Z [----] followers, [----] engagements "@crypthoem I remember farming absurd amounts on iron finance but living in constant fear of the depeg.good times Nowadays feels like majority of launches are straight out insider grifts" [X Link](https://x.com/Flip_Research/status/1886720445606461478) 2025-02-04T10:16Z [----] followers, [---] engagements "@ZeMirch Adjustable standing desk plus under desk treadmill has been a game changer for me" [X Link](https://x.com/Flip_Research/status/1888290154558759181) 2025-02-08T18:13Z [----] followers, [---] engagements "Berkshire Hathaway's historic cash reserves presented without comment" [X Link](https://x.com/Flip_Research/status/1893322526643699834) 2025-02-22T15:30Z [----] followers, [----] engagements "I just can't get bullish about this SBR announcement. - Started off by namedropping shitcoins that it makes zero sense for the US government to 'stockpile' - Mentioned BTC & ETH [--] mins later almost like he was prompted to do so by someone watching the PA - Timed during a low liquidity weekend off the back of a big crypto retracement - No mention of funding or the reasoning behind stockpiling these assets. How is this going to get through congress - No new EO still referring to the original one after inauguration - Lots of blatant insider trading - Shitcoins mentioned the same as Sacks'" [X Link](https://x.com/Flip_Research/status/1896493439551709186) 2025-03-03T09:30Z [----] followers, 18.5K engagements "Update for transparency: Sacks mentioned that he no longer has any crypto exposure and sold his stake in bitwise invest" [X Link](https://x.com/Flip_Research/status/1896521484937609264) 2025-03-03T11:22Z [----] followers, [----] engagements "@cozypront This is a wishlist not the confirmed list. Ondo founder already said he's not invited" [X Link](https://x.com/Flip_Research/status/1897542059914928390) 2025-03-06T06:57Z [----] followers, [---] engagements "It's fascinating to see the unshakeable optimism of bagholders in TG groups even when their bags are down 95% Human nature I guess" [X Link](https://x.com/Flip_Research/status/1899189037304516709) 2025-03-10T20:02Z [----] followers, [---] engagements "@ZeMirch S tier: United Kingdom" [X Link](https://x.com/Flip_Research/status/1902024064736084066) 2025-03-18T15:47Z [----] followers, [---] engagements "It's been [--] years since $MSTR's peak and subsequent 99% drop" [X Link](https://x.com/Flip_Research/status/1903072360984400113) 2025-03-21T13:13Z [----] followers, [----] engagements "Ngl seeing CEXs go for the jugular at the first sign of weakness makes me want to buy $HYPE. They clearly view it as a systemic risk to their own survival which in turn shows the potential here" [X Link](https://x.com/Flip_Research/status/1905103610658070637) 2025-03-27T03:44Z [----] followers, [----] engagements "Canada and Mexico tariff info" [X Link](https://x.com/Flip_Research/status/1907545711710736518) 2025-04-02T21:28Z [----] followers, [----] engagements "Liberation Day turned out to be Liquidation Day" [X Link](https://x.com/Flip_Research/status/1907551951459693003) 2025-04-02T21:53Z [----] followers, [---] engagements "Update on where we stand. Tariff negotiations being a fugazi turned out to be broadly correct- as shown by the Trump admin rejecting Vietnam's offer of 0% reciprocal tariffs. It's becoming clear that there is one main target here- China. Yesterday Peter Navarro published an op-ed in the FT where he made it clear what the Trump admin's intentions are. He mentioned that 'this is not a negotiation' and that 'this is just the beginning'. Tariffs are just one part of this and rightly or wrongly they want to address the goods trade deficit. They want assurances that countries will 'stop allowing" [X Link](https://x.com/Flip_Research/status/1909524696002879645) 2025-04-08T08:32Z [----] followers, [----] engagements "@Based_Bitman Yeah also China have approached this intelligently slowly ratcheting up pressure but also leaving room for more (like controlling heavy rare earth's but holding off on light rare for now). Don't think this will go how the Trump admin expects" [X Link](https://x.com/Flip_Research/status/1909543540910096541) 2025-04-08T09:47Z [----] followers, [---] engagements "Long dated bond yields pumping back up despite Trump backing down on tariffs. This time Trump doesn't have many cards left though.the only strong one is backing down on China" [X Link](https://x.com/Flip_Research/status/1910437536708661722) 2025-04-10T20:59Z [----] followers, [---] engagements "Market reaction aside (where as you know we're seeing unpredecented moves in equities credit fx etc.) it just doesn't pass the smell test for me. I'm yet to see any sort of coherent strat from Trump admin just lots of posturing conflicting msgs and infighting between Bessent Navarro etc. Occams razor and all that" [X Link](https://x.com/Flip_Research/status/1914627781817688324) 2025-04-22T10:30Z [----] followers, [---] engagements "Excited to share what I've been working on. FriendTech was one of my richest experiences in crypto and I believe there's much more potential with SocialFi. We're iterating upon this to create a true Web3 Social Hub. Invite-only beta coming soon. H/T @0xDamien @vacuumlabs Introducing FriendSpace: https://t.co/e0uAX9EA1D Introducing FriendSpace: https://t.co/e0uAX9EA1D" [X Link](https://x.com/Flip_Research/status/1929898648608870714) 2025-06-03T13:51Z [----] followers, [----] engagements "Justin Sun starting his own MSTR style TRX ponzi with the deal orchestrated by Dominari Securities boutique IB with links to the Trump family. Note that Sun also was the top holder of the $TRUMP token at the Trump dinner. Sometimes I'm embarrassed to be part of this space FT: Crypto group Tron to go public after US pauses probe into billionaire founder https://t.co/fOpu5XSdag FT: Crypto group Tron to go public after US pauses probe into billionaire founder https://t.co/fOpu5XSdag" [X Link](https://x.com/Flip_Research/status/1934592812185801051) 2025-06-16T12:44Z [----] followers, [----] engagements "@DefiMojo Thats true although requires alot of active management" [X Link](https://x.com/Flip_Research/status/1934915952036008171) 2025-06-17T10:08Z [----] followers, [---] engagements "@CCT_TradingZone @HeraAggregator Interesting one although pretty competitive market imo. Thanks for sharing post will take read" [X Link](https://x.com/Flip_Research/status/1934917239779610658) 2025-06-17T10:13Z [----] followers, [--] engagements "@JeroenHesp Thanks. I'd say this article is a good place to start on understanding the architecture: Then @0xreisearch shares some practical use cases / benchmark results (often outperforming mainstream models) https://x.com/ReiNetwork0x/status/1904942519198036050 https://x.com/ReiNetwork0x/status/1904942519198036050" [X Link](https://x.com/Flip_Research/status/1934975973226901665) 2025-06-17T14:06Z [----] followers, [---] engagements "@0xPrismatic Partially agree- crypto natives are imo some of the most pioneering allowing you to build initial user base / prove PMF before broadening scope e.g. Hyperliquid" [X Link](https://x.com/Flip_Research/status/1935589922754183491) 2025-06-19T06:46Z [----] followers, [---] engagements "@JamesWynnReal @IncomeSharks 40x longs entire networth Loses it all Starts calling guys out for being delusionally bullish Make it make sense Also this chart would look very different if dollar denominated" [X Link](https://x.com/Flip_Research/status/1935958096750252438) 2025-06-20T07:09Z [----] followers, [---] engagements "Agree with issues imo are all symptomatic of late stage capitalism the West is experiencing. I sometimes find myself going back to this: Felt like a turning point in history- Nixon shock end of Bretton-Woods start of debt fuelled growth (at the expense of all else). Issues accelerated in last decade by rise of populism + compounding effect of inequality https://wtfhappenedin1971.com/ https://wtfhappenedin1971.com/ https://wtfhappenedin1971.com/ https://wtfhappenedin1971.com/" [X Link](https://x.com/Flip_Research/status/1936914370698563897) 2025-06-22T22:29Z [----] followers, [---] engagements "@Crypto_McKenna Agree think AI in general v saturated with LLM wrappers- such a low barrier to entry. I like Nous but I'd also check out REI some gigabrain stuff going on there" [X Link](https://x.com/Flip_Research/status/1938185175516778567) 2025-06-26T10:38Z [----] followers, [---] engagements "@captain0verU @friendtech @0xMakesy @cyberlynx_eth @WilliamTong @luxetheluxe @HerroCrypto @gman_eth @slander_eth @smartfoodchef @ThisMalaka @PedroFounder @iluvfishnchips_ Appreciate the tag man Miss those days.I'm trying to build what FriendTech should have been with @FriendSpaceApp Watch this space (or do please hmu if you have any thoughts)" [X Link](https://x.com/Flip_Research/status/1938857856364658841) 2025-06-28T07:11Z [----] followers, [---] engagements "Main debate on the TL seems to be about OGs going AWOL this cycle focusing on BTC/Equities etc. This shouldn't be any surprise- as wealth increases risk tolerance naturally declines- why keep taking big risks when you've made it I'd be more wary of those who say they have made it but are still shilling shitcoins in the same way as previous cycles. Couple of counterpoints though: - There are an insane number of tokens out there now and it's incredibly easy to launch new ones so it makes sense that smart money is less involved in such a value extractive space (unless they have inside info) -" [X Link](https://x.com/Flip_Research/status/1939401778975412606) 2025-06-29T19:13Z [----] followers, [----] engagements "I've read countless takes on the PumpFun launch today comparisons to Hype Bonk etc etc. Here's my take to add to the mix. Think there are some important considerations: Negatives: - We are coming into this from a point of substantially declining revenues opposite of hype - Pumpfun has been one of it not the most value extractive players in the space. I think it's a redacted take to think this'll change. Already they're rumoured to be doing only 25% buyback vs Hype 97% - I cannot imagine what they can actually do with all the money they're raising for what is a pretty straightforward app at" [X Link](https://x.com/Flip_Research/status/1943338796029792521) 2025-07-10T15:57Z [----] followers, [----] engagements "@0xkinnif @ReiNetwork0x @nmss_gg Goddamn that's so cool. Glgl in TI ser" [X Link](https://x.com/Flip_Research/status/1943563395623493695) 2025-07-11T06:49Z [----] followers, [---] engagements "On the rare occasion I use metamask I notice a new update and wonder wtf they are thinking" [X Link](https://x.com/Flip_Research/status/1945514363378442528) 2025-07-16T16:02Z [----] followers, [---] engagements "Phase [--] probably played out launch successful. Now we're in phase [--] the equitable redistribution https://x.com/mlmabc/status/1945696325020061733 I've read countless takes on the PumpFun launch today comparisons to Hype Bonk etc etc. Here's my take to add to the mix. Think there are some important considerations: Negatives: - We are coming into this from a point of substantially declining revenues opposite of hype https://x.com/mlmabc/status/1945696325020061733 I've read countless takes on the PumpFun launch today comparisons to Hype Bonk etc etc. Here's my take to add to the mix. Think there" [X Link](https://x.com/Flip_Research/status/1945701338735620339) 2025-07-17T04:25Z [----] followers, [----] engagements "Drop below ico price played out. Most holders are in pain at current levels (low 4s) lots of natural buyers given the ICO soft floor and few unforced sellers. Probs bottomed around here but esp with current funding can imagine some chop now. Keep an eye on fundamentals though this will determine long term direction. Atm trend still not looking great Phase [--] probably played out launch successful. Now we're in phase [--] the equitable redistribution https://t.co/qu9r2a2DIi Phase [--] probably played out launch successful. Now we're in phase [--] the equitable redistribution https://t.co/qu9r2a2DIi" [X Link](https://x.com/Flip_Research/status/1946443117739307069) 2025-07-19T05:32Z [----] followers, [----] engagements "@machibigbrother Fuck Zora I'm building Friendtech as it should have been. Check out @FriendSpaceApp. Happy to share more info in DM" [X Link](https://x.com/Flip_Research/status/1950238651679379785) 2025-07-29T16:55Z [----] followers, [--] engagements "@EvgenyGaevoy @brian_armstrong Imo it's a smart ad- it's well received by UK crypto natives and all of CT. Those who are most offended probably aren't the target market. And at least its humorous.remember the cringe of Solana's deleted US ad last year ๐ " [X Link](https://x.com/Flip_Research/status/1952295831240942040) 2025-08-04T09:09Z [----] followers, [---] engagements "*Arbitrum Tokenomics Deep-Dive Analysis* The $ARBI airdrop might be the most hyped drop this year. But how does it compare with previous big airdrops and how will pricing play out In this thread I've compared $ARBI to $UNI $OP and $1INCH with interesting results. ๐งต๐" [X Link](https://x.com/Flip_Research/status/1636775536721788928) 2023-03-17T17:04Z [----] followers, 105.6K engagements "*Fundamentals* In terms of the Arbitrum fundamentals Arbitrum One has picked up significant TVL/volume carving out a niche as a financial applications chain (think $GMX $GNS $RDNT). It's one of the few profitable chains (source: @tokenterminal) and is still in its infancy" [X Link](https://x.com/Flip_Research/status/1636775608255672320) 2023-03-17T17:04Z [----] followers, [----] engagements "*Conclusions* All three comparables have shown it's profitable to BTFD. However timing the bottom isn't easy. For $ARBI there are three additional considerations: - Relatively high initial supply - Minimal yr1 emissions - Bull market timing (particularly for $ARBI ecosystem)" [X Link](https://x.com/Flip_Research/status/1636775611569160193) 2023-03-17T17:04Z [----] followers, [----] engagements "Solid T2049 checklist from @ahboyash Will be at token again this yr if you want a catchup/coffee meet please slide into my DMs How to navigate @token2049 Singapore Content breakdown: Things and apps to prepare before landing Getting around Singapore Good cafes/restaurants to book meetings Save this guide ๐ - - - - - - - - - - - - [--]. Things to prep before arrival a) MANDATORY Fill up https://t.co/MJVadZwPRN How to navigate @token2049 Singapore Content breakdown: Things and apps to prepare before landing Getting around Singapore Good cafes/restaurants to book meetings Save this guide ๐ - - -" [X Link](https://x.com/Flip_Research/status/1833864291541213264) 2024-09-11T13:44Z [----] followers, [----] engagements "- Market increasingly detached from fundamentals focus on mindshare/short termism (eg. which rational investor in their right mind would buy $TRUMP token) - Attention spans rapidly trending towards zero. Why spend days working on an article when a shitpost gets more engagement Where did all the longform professional fund writers go in crypto Feels like the number of funds engaged in public thesis generation has shrunk significantly maybe [--] total come to mind Where did all the longform professional fund writers go in crypto Feels like the number of funds engaged in public thesis generation has" [X Link](https://x.com/Flip_Research/status/1893921624098820130) 2025-02-24T07:11Z [----] followers, [----] engagements "US Exceptionalism- The Great Unwind Warren Buffett often talks about the 'American Tailwind' in his annual letters and how the American economic engine is second to none. He's been correct- this philosophy has helped him achieve incredible returns over generations cementing him as one of the greatest investors of all time. However I believe the tides are rapidly changing and as of the end of [----] I hold only small amounts of US equity and crypto. In this post I outline my thesis behind this trade plus why I think we see both a DXY decline AND underperformance on US equities (and by extension" [X Link](https://x.com/Flip_Research/status/1893983824838570430) 2025-02-24T11:18Z [----] followers, [----] engagements "2. The Trump Effect Its no exaggeration to say that Donald Trump has changed the face of politics- the MAGA movement is a seismic shift away from traditional discourse. While Trump claims he will make America great again I propose that he is in the process of substantially reducing Americas clout on the world stage and ultimately his policies lead to a slow decline in US prospects. To understand why we first have to understand why the dollar is the global reserve currency. At a very basic level you could argue that it's due to the strength of the US economic engine with an economy" [X Link](https://x.com/Flip_Research/status/1893983831889256596) 2025-02-24T11:18Z [----] followers, [---] engagements "3. Federal Reserve Dilemma US political and fiscal policy leaves the Fed in a tough spot. Many of the Trump administration's isolationist policies don't make economic sense. It's already well established that Autarkic policy is inferior to global cooperation (see the Law of Comparative advantage for example) While the US market still remains broadly strong we're starting to see signs of labor market cooling along with lower business investment (businesses need long term certainty to invest). [----] GDP growth estimates are moderate at around 2.2%. However inflation remains persistent with 3%" [X Link](https://x.com/Flip_Research/status/1893983835009786287) 2025-02-24T11:18Z [----] followers, [---] engagements "Thanks- timescale is more short to mid term. Drop in US equities leads to a value-insensitive repricing across the board particularly so for higher-risk assets which have no fundamental link to the exceptionalism unwind narrative. My strat is basically to have minimal dollar exposure but liquidity to take advantage of any substantial repricing" [X Link](https://x.com/Flip_Research/status/1894003673216192740) 2025-02-24T12:37Z [----] followers, [---] engagements "I believe we've developed something unique by combining the virality of the FriendTech model with core Defi protocols. Our first room type integrates in-chat Hyperliquid trading. DM me to take a look at what we've been working on. Time to run back the SocialFi meta Beta testnet is live. DM for access ๐ https://t.co/EKm86kA0Jm Beta testnet is live. DM for access ๐ https://t.co/EKm86kA0Jm" [X Link](https://x.com/Flip_Research/status/1973039596205424837) 2025-09-30T14:57Z [----] followers, [----] engagements "Love to see the good guys in the space winning when i started building echo [--] years ago i knew it had 95% chance of failing. to be honest i couldnt really imagine any other outcome but i thought at least it may be a noble failure worth attempting. i certainly didn't think echo would be sold to coinbase but here we are: when i started building echo [--] years ago i knew it had 95% chance of failing. to be honest i couldnt really imagine any other outcome but i thought at least it may be a noble failure worth attempting. i certainly didn't think echo would be sold to coinbase but here we are:" [X Link](https://x.com/Flip_Research/status/1980580812925071770) 2025-10-21T10:23Z [----] followers, [---] engagements "Altcoin market is on hardmode atm: Limited inflows too many new launches recycled narratives lots of insider trading. Sometimes it's better to just sit it out. Spent most of [----] and [----] risk-off (stablefarming in [----] and [---] K/D in 2019). imo it's good to preserve mental energy for when easymode begins but also keeping in touch with the market. Then when the time is right the gains will be glorious" [X Link](https://x.com/Flip_Research/status/1981645689730871505) 2025-10-24T08:55Z [----] followers, [----] engagements "FriendTech [--] unwind: DAT Edition Sequans Redeems 50% of Convertible Debt Through Strategic Asset Reallocation. This move opportunistically leverages Bitcoin holdings to enhance financial flexibility reduce Debt-to-NAV ratio and boost buyback capacity while preserving long-term treasury optionality. $SQNS Learn https://t.co/bTbVMQGC2T Sequans Redeems 50% of Convertible Debt Through Strategic Asset Reallocation. This move opportunistically leverages Bitcoin holdings to enhance financial flexibility reduce Debt-to-NAV ratio and boost buyback capacity while preserving long-term treasury" [X Link](https://x.com/Flip_Research/status/1985736192747303002) 2025-11-04T15:49Z [----] followers, [---] engagements "Feels like 80% of all rugs are from vaults attack surface is huge esp with all the leveraged looping/rehypothecation going on these days. Think vast majority would be better off ignoring these completely" [X Link](https://x.com/Flip_Research/status/1986003351381721300) 2025-11-05T09:31Z [----] followers, [---] engagements "@timedotfun one of the good guys had a slick platform and run by FriendTech OGs. Shame to see them go was one of the genuine novel concepts in the space We loved what https://t.co/KEAe1Tr4T4 tried to build it's sad to see it end. We still believe theres massive potential for a social platform that feels web2-simple but web3-native. At FriendSpace we'll continue fighting the good fight to make SocialFi great again. Watch We loved what https://t.co/KEAe1Tr4T4 tried to build it's sad to see it end. We still believe theres massive potential for a social platform that feels web2-simple but" [X Link](https://x.com/Flip_Research/status/1986102331763511455) 2025-11-05T16:04Z [----] followers, [---] engagements "@0xKawz @moolah Good luck look forward to seeing what you're building here" [X Link](https://x.com/Flip_Research/status/1988281037550743782) 2025-11-11T16:21Z [----] followers, [---] engagements "@TaikiMaeda2 Also in May [----] MSTR held around 0.7% of total supply vs 3.2% now- much harder to shift and all else equal should be a big illiquidity discount in theory" [X Link](https://x.com/Flip_Research/status/1988685284758942182) 2025-11-12T19:08Z [----] followers, [----] engagements "@OttoSuwen Once the pain wears off please come check out what we're building at @FriendSpaceApp Forged from the tears of FriendTech we're trying to build SocialFi as it should have been" [X Link](https://x.com/Flip_Research/status/1988909646036263270) 2025-11-13T09:59Z [----] followers, [--] engagements "Pro tip the most obvious giveaway for AI written content is the em dash: Generative AI loves to use this but it's not even on a standard keyboard. Amazed at how many people dont know (or don't care) and send me clearly copy/pasted AI responses these days" [X Link](https://x.com/Flip_Research/status/1990176019765252511) 2025-11-16T21:51Z [----] followers, [---] engagements "Influence does not always equal trading skill. Even with comps like the one below traders are incentivised to take short term outsized risks. How do we fix this - Create a structure that provides both short and long term trading incentives - Create a social space where users can see and understand context to each trade - Let users directly share in and speculate on trader's success - Full transparency on trader performance - Integrating various social proofing mechanisms such as @ethos_network to help identify any bad actors Let the market use all this info to determine the best traders and" [X Link](https://x.com/Flip_Research/status/1991470986328211649) 2025-11-20T11:37Z [----] followers, [----] engagements "Sorry but this is a terrible take. Defending Kain's character and accusing complainers of being flippers is irrelevant to the facts: - $300M/1Bn Locked FDV is overvalued on pretty much every metric. Infinex has just $161M TVL and annualised fee revenue of c.$5M vs probs its closest competitor FOMO with over double the revenues at $12M (and I believe they recently did a raise at $100M just before market went GG down) - This is meant to be a COMMUNITY round i.e. generous enough to be oversubbed by multiples to maximise distribution (see Megaeth) but is priced like a VC round - Kain has said he" [X Link](https://x.com/Flip_Research/status/1994855196069933457) 2025-11-29T19:45Z [----] followers, 13K engagements "@alphaDefi_ So was $IRON.until it wasn't" [X Link](https://x.com/Flip_Research/status/1513515474528710664) 2022-04-11T13:53Z [----] followers, [--] engagements "$RLB seems like a nice numbers play despite the big wick. Note this isn't a speculative wick but purely the market trying to catch up with the new information. I don't believe it's close to doing this yet. Bought a decent sized bag will add on dips" [X Link](https://x.com/Flip_Research/status/1689158855547113472) 2023-08-09T06:17Z [----] followers, [----] engagements "In late [----] was close to quitting crypto after roundtripping my antshares bags. Had a change of heart ended up redepositing and buying higher. Then it rebranded as neo I discovered waltonchain vechain and a great group of friends inc. @Defi_Maestro. Rest is history https://t.co/bmbjAWgffP https://t.co/bmbjAWgffP" [X Link](https://x.com/Flip_Research/status/1945350463248851320) 2025-07-16T05:11Z [----] followers, [----] engagements "One of the best things about being late cycle is getting honest takes from top traders across the spectrum. From those sharing everything now they've cashed out to deeply introspective/retrospective takes. Can use all of this to refine your own mental model. Here are some of my favourite: @Cbb0fe's account of how he 'made it' with his brother shows just how much opportunity there is in the space for the bold: @clukzSOL's take on the dynamics in the trenches: @PillageCapital's bear thesis for BTC worth paying attention to someone who was one of the top Bitcoin holders last cycle:" [X Link](https://x.com/Flip_Research/status/1993609571353415834) 2025-11-26T09:15Z [----] followers, [----] engagements "@0xRacerAlt @FriendSpaceApp Racer also rugged us all ๐ฅฒ But it's sooner than you think fren keep an eye out for announcements. This'll be much more than friendtech 2.0" [X Link](https://x.com/Flip_Research/status/1999560564951994473) 2025-12-12T19:22Z [----] followers, [--] engagements "@Squierel_hl @FriendSpaceApp Top [---] friendtech users plus beta testers are whitelisted but will have invite codes too We'll also be handing out invite codes on our channel" [X Link](https://x.com/Flip_Research/status/2005901483905003995) 2025-12-30T07:19Z [----] followers, [--] engagements "Don't want to say I called it but I called it (disclaimer I did buy a bit of s&p last week which is rekt but port still mainly gbp/eur)" [X Link](https://x.com/Flip_Research/status/1907788037582463012) 2025-04-03T13:31Z [----] followers, [---] engagements "It's been a good year so far. - Moved primarily to cash (non-USD) towards start of yr - Bought the post-inauguration / liberation day blood with remaining cash in non-USD currencies Think the playbook for rest of yr is becoming increasingly clear now: Equities IMO equities have limited upside from here. Macro remains supportive but still all else equal we're in far worse shape than the last time we hit 6k. I've sold all my S&P that I bought sub-5k around current levels (5.8-6k) as the r/r just isn't there for me. Crypto BTC thesis has improved substantially: - Overton Window dramatically" [X Link](https://x.com/Flip_Research/status/1934913921414025461) 2025-06-17T10:00Z [----] followers, 17.8K engagements "The DAT reckoning is coming. $MSTR holds 3.4% of BTC supply over $60Bn and is trading at a 14% premium to NAV $BMNR holds 3.2% of ETH supply over $12Bn and is trading at a 12% premium to NAV There is NO REASON why these should be trading a premium at all and these premiums have been steadily compressing as sentiment has been declining. In fact given how illiquid these positions are (imagine the market response if Saylor sells a single BTC) they should be trading at a significant discount to NAV. Remember it wasn't long ago that GBTC was trading at nearly a 50% discount and the market is" [X Link](https://x.com/Flip_Research/status/2000937954189930809) 2025-12-16T14:35Z [----] followers, [----] engagements "@HerroCrypto We just launched @FriendSpaceApp check us out Friendtech OGs have a points airdrop waiting for them too https://x.com/FriendSpaceApp/status/2008579640915538250 Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN https://x.com/FriendSpaceApp/status/2008579640915538250 Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN" [X Link](https://x.com/Flip_Research/status/2008854920460730809) 2026-01-07T10:55Z [----] followers, [---] engagements "@VitalikButerin Come check our what we're building at @FriendSpaceApp A SocialFi app built from the ground up for crypto natives permissionless chat rooms integrated with core defi protocols. No investors or VCs building for the love of the game" [X Link](https://x.com/Flip_Research/status/2013985888183689689) 2026-01-21T14:43Z [----] followers, [---] engagements "@test1136362 @FriendSpaceApp @blknoiz06 We tried to build our platform as transparently as possible which is why it's easy to see that your only activity is creating two rooms before instantly dumping your keys on buyers. And fwiw malicious activity like this will have points zeroed too" [X Link](https://x.com/Flip_Research/status/2014356416480383374) 2026-01-22T15:16Z [----] followers, [--] engagements "@VietnamPenguin I feel you man- we're trying to do things differently with @FriendSpaceApp A SocialFi app built for web3 starting with permissionless trading room with Hyperliquid integration. Oh and our points program has a fixed length :D" [X Link](https://x.com/Flip_Research/status/2015102488467116448) 2026-01-24T16:40Z [----] followers, [--] engagements "FriendTech has been such a huge inspiration to us which is why 10% of all points have been airdropped to FT users no strings attached. You can check your points drop and launch access eligibility at the link below The promised checker is now LIVE (more information below) https://t.co/gyFIDLx2nn The promised checker is now LIVE (more information below) https://t.co/gyFIDLx2nn" [X Link](https://x.com/Flip_Research/status/2002119211460722837) 2025-12-19T20:49Z [----] followers, [----] engagements "@machibigbrother There's a new SocialFi friend: @FriendSpaceApp We just launched Big points alloc waiting for you as a FriendTech OG https://x.com/FriendSpaceApp/status/2008579640915538250 https://x.com/FriendSpaceApp/status/2008579640915538250" [X Link](https://x.com/Flip_Research/status/2008852718685942022) 2026-01-07T10:46Z [----] followers, [---] engagements "Excited to share some info on FriendSpace's first room type the Trading Room. - Creators trade in-chat key-holders share in profits - Funded entirely from key trading fees creating a powerful flywheel - Built on @base trades executed on @HyperliquidX - Public leaderboards tracking room trading performance In a space where KOLS are getting paid $$$s to shill garbage we're helping users find real value. FriendSpace. https://t.co/mWFgx7HvHx https://t.co/mWFgx7HvHx" [X Link](https://x.com/anyuser/status/1935409244888777065) 2025-06-18T18:48Z [----] followers, [----] engagements "@game_for_one $REI- Novel AI architecture which allows for persistent memory deep contextual answers and genuine learning resulting in performance that's comparable *or better* than leading LLMs. Project that transcends crypto fully expect this to be trading far higher soon" [X Link](https://x.com/anyuser/status/1946808522408128896) 2025-07-20T05:44Z [----] followers, [----] engagements "Sold some BTC today for the first time in a while. Felt dirty but can't ignore the persistent weakness vs equities anymore. Q is who's the marginal buyer Marginal sellers on other hand: DATs Insti topblasters us etc. Maybe you'll be thanking me for my sacrifice soon ๐ Altcoin market is on hardmode atm: Limited inflows too many new launches recycled narratives lots of insider trading. Sometimes it's better to just sit it out. Spent most of [----] and [----] risk-off (stablefarming in [----] and [---] K/D in 2019). imo it's good to preserve mental https://t.co/97Yrf8Ndxa Altcoin market is on hardmode" [X Link](https://x.com/anyuser/status/1985371039887401308) 2025-11-03T15:38Z [----] followers, [----] engagements "1. The key to happiness in life is moderation in all aspects [--]. The key to making money is to be batshit insane singularly obsessed with success Most focus on [--] hoping to move to [--] But you should be focused on [--] until you can afford [--]. This plays out in a fractal too" [X Link](https://x.com/anyuser/status/2003129634972684713) 2025-12-22T15:44Z [----] followers, [---] engagements "In [----] I had a well paid job in finance. I gave it up to focus on crypto- at the worst possible time the start of a bear market. But you know what It turned out to be the best decision of my life. Let [----] be the year where you overcome inertia and finally do what you love" [X Link](https://x.com/anyuser/status/2006978114702946725) 2026-01-02T06:37Z [----] followers, [----] engagements "It's almost time its January and were launching shortly Notifications ON ๐ https://t.co/9uumHPi0y0 its January and were launching shortly Notifications ON ๐ https://t.co/9uumHPi0y0" [X Link](https://x.com/Flip_Research/status/2007920085881798665) 2026-01-04T21:00Z [----] followers, [----] engagements "We are live LETSGO Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN" [X Link](https://x.com/Flip_Research/status/2008580213236740410) 2026-01-06T16:43Z [----] followers, [---] engagements "RT @Finch_in_flight: While this news about DATs staying in the indexes is good and removes uncertainty it's not as bullish as it sounds at" [X Link](https://x.com/Flip_Research/status/2008712860197941673) 2026-01-07T01:30Z [----] followers, [--] engagements "I think about this tweet alot. But right now we log into an app that's plagued by bots/AI Slop zero crypto integration with misaligned incentives There has to be a better way. This is why I've founded @FriendSpaceApp a social app built from the ground up for crypto natives. Please try it out yet if you haven't already Currently invite-only but here's a few codes: GLX2FLBEMX TLFENKPCLM R256XFHTGC XDK5EK4V7M XMUUBL5ALQ GUXUGDPJW3 7CP3FHSU68 XW63WZHN4T DV9CG8GPKM YTLJBH29HA" [X Link](https://x.com/anyuser/status/2009210197697257617) 2026-01-08T10:26Z [----] followers, [----] engagements "RT @SeanKelleyX: FriendTech captivated many before its fall. My friend @Flip_Research saw the potential and built something better: @Frien" [X Link](https://x.com/anyuser/status/2009957860697092519) 2026-01-10T11:57Z [----] followers, [--] engagements "There's some great alfa being shared on @FriendSpaceApp here are a few of my favourite rooms: @MrNeverPullsOut managed to catch alot of the AI meta sharing names like $RALPH early. Incredible alfa @PedroFounder won our first trading comp and has been on the pulse with his trades up 40% over a week @SeanKelleyX managed to catch alot of the BTC runup although got chopped up a bit on ETH ๐ฅฒ @Asnozther_eth hasn't been trading with much capital but a great winrate on their trades both long and short on names like $IP $APT and $ZEC. Currently sitting at 67% PnL This list is non-exhaustive shoutout" [X Link](https://x.com/anyuser/status/2012555112657322176) 2026-01-17T15:58Z [----] followers, [----] engagements "Excited that FriendSpace is @myfanforce's new campaign. These guys are SocialFi OGs who are focused on working with top creators to create organic valuable content. Aligns perfectly with what we're doing. LFG The FriendSpace Campaign is LIVE $10000 USDC Reward for Creators to be split with their Top Fans @FriendSpaceApp is where real Web3 social happens. No noise. Just alpha. A place where creators and their community benefit from the value they build together Details below ๐ https://t.co/LObPPTCbwc The FriendSpace Campaign is LIVE $10000 USDC Reward for Creators to be split with their Top" [X Link](https://x.com/Flip_Research/status/2015772986431652037) 2026-01-26T13:05Z [----] followers, [----] engagements "Don't think I've seen such dichotomy in the markets for years: - TradFi is euphoric - CT is depressed Getting [----] vibes here and think it's starting to look pretty frothy for equities (although it's impossible to call tops) Unfort think more pain to come for crypto bros" [X Link](https://x.com/anyuser/status/2016115753620058119) 2026-01-27T11:47Z [----] followers, [---] engagements "State of the market" [X Link](https://x.com/Flip_Research/status/2016125076114977247) 2026-01-27T12:24Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Flip_Research FlipFlip posts on X about friendtech, crypto, ai, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence cryptocurrencies 42% finance 29% countries 7% stocks 6% exchanges 4% technology brands 4% currencies 1% events 1% social networks 1%
Social topic influence friendtech #17, crypto 9%, ai 4%, market 4%, china 3%, web3 3%, hyperliquid 3%, creators 2%, the first 2%, ct 2%
Top accounts mentioned or mentioned by @friendspaceapp @posttenebras2 @jim_buildr @grok @polymarket @0xreisearch @gameforone @defimaestro @zemirch @herrocrypto @pedrofounder @machibigbrother @hyperliquidx @base @seankelleyx @ishmeoweth @agentchud @eclipticaos @virtualkenji @0xbreadguy
Top assets mentioned Friend.tech (FRIEND) REI Network (REI) Official Trump (TRUMP) Pump.fun (PUMP) Optimism (OP) Ethena (ENA) Pendle (PENDLE) EigenCloud (EIGEN) Renzo (REZ) Eigenpie (EGP) ORBIT (GRIFT) DEFAI (DEFAI) Fartcoin (FARTCOIN) Hyperliquid (HYPE) Uniswap (UNI) 1inch (1INCH) GMX (GMX) Gains Network (GNS) Radiant Capital (RDNT) Coinbase Global Inc. (COIN) Noble Corporation (NE) Bitcoin (BTC)
Top posts by engagements in the last [--] hours
"@ishmeow_eth No I think eth is great as technological innovation something that I've spent most of my time on over the past few yrs But just don't think it's a good investment rn"
X Link 2026-02-04T17:04Z [----] followers, [---] engagements
"@PostTenebras2 @grok how have eth leadership framed eth as a SOV or a utility token"
X Link 2026-02-04T17:07Z [----] followers, [--] engagements
"We've added FriendTech style social rooms to @FriendSpaceApp something that many FT OGs have asked for. At the same time we've also made the app public with invite codes being optional (but still beneficial as users receive 5% of invitee points) Slowly but surely we're delivering on our grand plan of a social ecosystem built from the ground up for crypto natives. Trading Rooms and Social Rooms are the core pillar of this. Next up is working on further DeFi integrations so that all of CT can find the alfa they're looking for in one place- without noise and with true market discovery. In-room"
X Link 2026-01-25T12:39Z [----] followers, [----] engagements
"I used to be a full on ETH maxi ultrasound in my profile etc. But it's been tough to see leadership meander through various ideas over the years with no clear direction. Meanwhile fee income for ETH has fallen to a fraction of its peak. Yeah you can argue this is scaling blah blah but you'll still give a tradfi analyst an aneurysm trying to reconcile current valuation with the fundamentals I think there are lots of potential narratives upon which ETH can make a comeback: L1/L2 distinction (Vitalik's tweet maybe a first step towards this idk) Quantum resistance RWA/Tokenisation growth"
X Link 2026-02-04T11:21Z [----] followers, [----] engagements
"This aged well- I think we're starting to get towards a value zone but we need to see a cleansing of the DATs first. Feel times like this are perfect for staying heads down and focusing on building. I remember FriendTech had its success in the depths of a bear We're still shipping hard on @FriendSpaceApp a social ecosystem built for CT natives. Polymarket integration into our trading rooms coming soon Sold some BTC today for the first time in a while. Felt dirty but can't ignore the persistent weakness vs equities anymore. Q is who's the marginal buyer Marginal sellers on other hand: DATs"
X Link 2026-02-06T09:24Z [----] followers, [---] engagements
"$REI has been the only alt I've been holding since last year through a 3x followed by a 95% downturn. Such is crypto. But it's nice to see it get some love again thanks to @AgentChud the incredible work over at @EclipticaOS as well as ofc @0xreisearch @game_for_one $REI- Novel AI architecture which allows for persistent memory deep contextual answers and genuine learning resulting in performance that's comparable or better than leading LLMs. Project that transcends crypto fully expect this to be trading far higher soon @game_for_one $REI- Novel AI architecture which allows for persistent"
X Link 2026-02-09T11:18Z [----] followers, [----] engagements
"Some thoughts after a couple of days at side events in SG: - ALOT more people at events compared to last yr (for context a yr ago $BTC was at $26K $ETH $1.4K $SOL $19) and just an insane number of side events in total- I think over [---] - Vibes last yr were outright bearish VCs were holding off on investing many ppl sidelined etc. This year it's mixed. Cautious optimism but still alot of sidelined capital. Many waiting until after Fed pivot and the November election - Many are in it for the long-term on the Crypto-AI narrative I feel this is one that's here to stay. Suspect we'll see AI Agents"
X Link 2024-09-18T10:23Z [----] followers, 24.5K engagements
"@VirtualKenji Thanks Kenji agreed. Kinda the other way round but meeting some Friendtech OGs all looked v different to what I expected (apart from @0xBreadguy ๐) Feel blessed to be a part of the space"
X Link 2024-09-18T10:58Z [----] followers, [----] engagements
"Interesting to see the narrative tokens outperforming post-FOMC. Double digit gains on the day for SUI and AERO. Perhaps a lesson in there Some thoughts after a couple of days at side events in SG: - ALOT more people at events compared to last yr (for context a yr ago $BTC was at $26K $ETH $1.4K $SOL $19) and just an insane number of side events in total- I think over [---] - Vibes last yr were outright Some thoughts after a couple of days at side events in SG: - ALOT more people at events compared to last yr (for context a yr ago $BTC was at $26K $ETH $1.4K $SOL $19) and just an insane number"
X Link 2024-09-19T04:43Z [----] followers, [----] engagements
"Insane. While I'm not personally affected RTing for visibility. Can't let withholding non-native tokens become the norm it's essentially theft Whoa boy looks like I got farmed. I've learned subsequently that EtherFI had some random snapshot in August and if you weren't holding weETH on that date they zeroed all of your EIGEN rewards. So it doesn't matter if you provided liquidity for months previously the forfeit https://t.co/yIrHYtvrqZ Whoa boy looks like I got farmed. I've learned subsequently that EtherFI had some random snapshot in August and if you weren't holding weETH on that date they"
X Link 2024-09-21T11:39Z [----] followers, [----] engagements
"Going through your list: Hyperlane- I like what they're building Eigenlayer- Etherfi Renzo Swell Eigenpie Puffer. In hindsight it would have been best to stake with Eigen directly Kroma- via NFT mainly feel this one's been flying under the radar Debridge (passive) Jumper (passive) Ethena- Mainly through Pendle YT at this point S1 was best cook this yr S2 less so. Not sure I'll do S3 vesting requirements been made far too complex Mantle- Via Puff and INIT. Puff been one of the better farms even with price decline. Think $COOK will cook and Puff a bit undervalued. Init reasonable dual farm"
X Link 2024-09-22T13:51Z [----] followers, [---] engagements
"Probably one of the most obvious mispricings right now driven by airdrop sell pressure $Eigen beta play at $10M mcap $53M fdv and over $1.15B in TVL. Versus $Rez at $74M mcap $451M fdv $1.05B TVL and $Ethfi at $264M mcap $1.5B fdv $6.26B TVL. There seems to be a huge mispricing for $Egp according to these numbers I am seeing. Technical setup is also looking https://t.co/JtMdr4wTxS $Eigen beta play at $10M mcap $53M fdv and over $1.15B in TVL. Versus $Rez at $74M mcap $451M fdv $1.05B TVL and $Ethfi at $264M mcap $1.5B fdv $6.26B TVL. There seems to be a huge mispricing for $Egp according to"
X Link 2024-09-26T08:13Z [----] followers, [----] engagements
"Great post. If you're looking to make money solo in the current market there are a few ways imo: - Focus on being early - Focus on strats that don't scale - Invest passively - Sell something (content service etc.) If you pit yourself against sophisticated players unless you have inside info or are the VERY top in what you do you'll eventually lose READ THIS if you are a trader or aspiring to be one: Huss was the first to like my reply and inspired me to write more (atrached). Heres the cold truth. It almost never makes sense to go full time solo investor. There are of course exceptions but"
X Link 2024-09-28T05:36Z [----] followers, [----] engagements
"@Defi_Maestro ๐ค"
X Link 2024-11-18T06:56Z [----] followers, [---] engagements
"Great summary of $GRIFT. Market just starting to realise the value of DEFAI- Orbit brings this together with intents and its agent-solver network. The practical applications of this are exciting but we're still very much early. I hold a position. 1/ The DeFAI protocol @orbitcryptoai (GRIFT) bridges key crypto sectors like interoperability and intents but is valued solely as a DeFAI platform. Its agent-solver network built by @sphereone_ could be a major competitive moat. Now valued at $70M up 63% this week Orbit and https://t.co/FvYv4AWqHv 1/ The DeFAI protocol @orbitcryptoai (GRIFT) bridges"
X Link 2025-01-13T15:42Z [----] followers, [----] engagements
"We're living in a simulation FartStrategy will accelerate the Fartcoin Flywheel. https://t.co/XLsNSP5rjS FartStrategy will accelerate the Fartcoin Flywheel. https://t.co/XLsNSP5rjS"
X Link 2025-01-23T18:36Z [----] followers, [----] engagements
"@crypthoem I remember farming absurd amounts on iron finance but living in constant fear of the depeg.good times Nowadays feels like majority of launches are straight out insider grifts"
X Link 2025-02-04T10:16Z [----] followers, [---] engagements
"@ZeMirch Adjustable standing desk plus under desk treadmill has been a game changer for me"
X Link 2025-02-08T18:13Z [----] followers, [---] engagements
"Berkshire Hathaway's historic cash reserves presented without comment"
X Link 2025-02-22T15:30Z [----] followers, [----] engagements
"I just can't get bullish about this SBR announcement. - Started off by namedropping shitcoins that it makes zero sense for the US government to 'stockpile' - Mentioned BTC & ETH [--] mins later almost like he was prompted to do so by someone watching the PA - Timed during a low liquidity weekend off the back of a big crypto retracement - No mention of funding or the reasoning behind stockpiling these assets. How is this going to get through congress - No new EO still referring to the original one after inauguration - Lots of blatant insider trading - Shitcoins mentioned the same as Sacks'"
X Link 2025-03-03T09:30Z [----] followers, 18.5K engagements
"Update for transparency: Sacks mentioned that he no longer has any crypto exposure and sold his stake in bitwise invest"
X Link 2025-03-03T11:22Z [----] followers, [----] engagements
"@cozypront This is a wishlist not the confirmed list. Ondo founder already said he's not invited"
X Link 2025-03-06T06:57Z [----] followers, [---] engagements
"It's fascinating to see the unshakeable optimism of bagholders in TG groups even when their bags are down 95% Human nature I guess"
X Link 2025-03-10T20:02Z [----] followers, [---] engagements
"@ZeMirch S tier: United Kingdom"
X Link 2025-03-18T15:47Z [----] followers, [---] engagements
"It's been [--] years since $MSTR's peak and subsequent 99% drop"
X Link 2025-03-21T13:13Z [----] followers, [----] engagements
"Ngl seeing CEXs go for the jugular at the first sign of weakness makes me want to buy $HYPE. They clearly view it as a systemic risk to their own survival which in turn shows the potential here"
X Link 2025-03-27T03:44Z [----] followers, [----] engagements
"Canada and Mexico tariff info"
X Link 2025-04-02T21:28Z [----] followers, [----] engagements
"Liberation Day turned out to be Liquidation Day"
X Link 2025-04-02T21:53Z [----] followers, [---] engagements
"Update on where we stand. Tariff negotiations being a fugazi turned out to be broadly correct- as shown by the Trump admin rejecting Vietnam's offer of 0% reciprocal tariffs. It's becoming clear that there is one main target here- China. Yesterday Peter Navarro published an op-ed in the FT where he made it clear what the Trump admin's intentions are. He mentioned that 'this is not a negotiation' and that 'this is just the beginning'. Tariffs are just one part of this and rightly or wrongly they want to address the goods trade deficit. They want assurances that countries will 'stop allowing"
X Link 2025-04-08T08:32Z [----] followers, [----] engagements
"@Based_Bitman Yeah also China have approached this intelligently slowly ratcheting up pressure but also leaving room for more (like controlling heavy rare earth's but holding off on light rare for now). Don't think this will go how the Trump admin expects"
X Link 2025-04-08T09:47Z [----] followers, [---] engagements
"Long dated bond yields pumping back up despite Trump backing down on tariffs. This time Trump doesn't have many cards left though.the only strong one is backing down on China"
X Link 2025-04-10T20:59Z [----] followers, [---] engagements
"Market reaction aside (where as you know we're seeing unpredecented moves in equities credit fx etc.) it just doesn't pass the smell test for me. I'm yet to see any sort of coherent strat from Trump admin just lots of posturing conflicting msgs and infighting between Bessent Navarro etc. Occams razor and all that"
X Link 2025-04-22T10:30Z [----] followers, [---] engagements
"Excited to share what I've been working on. FriendTech was one of my richest experiences in crypto and I believe there's much more potential with SocialFi. We're iterating upon this to create a true Web3 Social Hub. Invite-only beta coming soon. H/T @0xDamien @vacuumlabs Introducing FriendSpace: https://t.co/e0uAX9EA1D Introducing FriendSpace: https://t.co/e0uAX9EA1D"
X Link 2025-06-03T13:51Z [----] followers, [----] engagements
"Justin Sun starting his own MSTR style TRX ponzi with the deal orchestrated by Dominari Securities boutique IB with links to the Trump family. Note that Sun also was the top holder of the $TRUMP token at the Trump dinner. Sometimes I'm embarrassed to be part of this space FT: Crypto group Tron to go public after US pauses probe into billionaire founder https://t.co/fOpu5XSdag FT: Crypto group Tron to go public after US pauses probe into billionaire founder https://t.co/fOpu5XSdag"
X Link 2025-06-16T12:44Z [----] followers, [----] engagements
"@DefiMojo Thats true although requires alot of active management"
X Link 2025-06-17T10:08Z [----] followers, [---] engagements
"@CCT_TradingZone @HeraAggregator Interesting one although pretty competitive market imo. Thanks for sharing post will take read"
X Link 2025-06-17T10:13Z [----] followers, [--] engagements
"@JeroenHesp Thanks. I'd say this article is a good place to start on understanding the architecture: Then @0xreisearch shares some practical use cases / benchmark results (often outperforming mainstream models) https://x.com/ReiNetwork0x/status/1904942519198036050 https://x.com/ReiNetwork0x/status/1904942519198036050"
X Link 2025-06-17T14:06Z [----] followers, [---] engagements
"@0xPrismatic Partially agree- crypto natives are imo some of the most pioneering allowing you to build initial user base / prove PMF before broadening scope e.g. Hyperliquid"
X Link 2025-06-19T06:46Z [----] followers, [---] engagements
"@JamesWynnReal @IncomeSharks 40x longs entire networth Loses it all Starts calling guys out for being delusionally bullish Make it make sense Also this chart would look very different if dollar denominated"
X Link 2025-06-20T07:09Z [----] followers, [---] engagements
"Agree with issues imo are all symptomatic of late stage capitalism the West is experiencing. I sometimes find myself going back to this: Felt like a turning point in history- Nixon shock end of Bretton-Woods start of debt fuelled growth (at the expense of all else). Issues accelerated in last decade by rise of populism + compounding effect of inequality https://wtfhappenedin1971.com/ https://wtfhappenedin1971.com/ https://wtfhappenedin1971.com/ https://wtfhappenedin1971.com/"
X Link 2025-06-22T22:29Z [----] followers, [---] engagements
"@Crypto_McKenna Agree think AI in general v saturated with LLM wrappers- such a low barrier to entry. I like Nous but I'd also check out REI some gigabrain stuff going on there"
X Link 2025-06-26T10:38Z [----] followers, [---] engagements
"@captain0verU @friendtech @0xMakesy @cyberlynx_eth @WilliamTong @luxetheluxe @HerroCrypto @gman_eth @slander_eth @smartfoodchef @ThisMalaka @PedroFounder @iluvfishnchips_ Appreciate the tag man Miss those days.I'm trying to build what FriendTech should have been with @FriendSpaceApp Watch this space (or do please hmu if you have any thoughts)"
X Link 2025-06-28T07:11Z [----] followers, [---] engagements
"Main debate on the TL seems to be about OGs going AWOL this cycle focusing on BTC/Equities etc. This shouldn't be any surprise- as wealth increases risk tolerance naturally declines- why keep taking big risks when you've made it I'd be more wary of those who say they have made it but are still shilling shitcoins in the same way as previous cycles. Couple of counterpoints though: - There are an insane number of tokens out there now and it's incredibly easy to launch new ones so it makes sense that smart money is less involved in such a value extractive space (unless they have inside info) -"
X Link 2025-06-29T19:13Z [----] followers, [----] engagements
"I've read countless takes on the PumpFun launch today comparisons to Hype Bonk etc etc. Here's my take to add to the mix. Think there are some important considerations: Negatives: - We are coming into this from a point of substantially declining revenues opposite of hype - Pumpfun has been one of it not the most value extractive players in the space. I think it's a redacted take to think this'll change. Already they're rumoured to be doing only 25% buyback vs Hype 97% - I cannot imagine what they can actually do with all the money they're raising for what is a pretty straightforward app at"
X Link 2025-07-10T15:57Z [----] followers, [----] engagements
"@0xkinnif @ReiNetwork0x @nmss_gg Goddamn that's so cool. Glgl in TI ser"
X Link 2025-07-11T06:49Z [----] followers, [---] engagements
"On the rare occasion I use metamask I notice a new update and wonder wtf they are thinking"
X Link 2025-07-16T16:02Z [----] followers, [---] engagements
"Phase [--] probably played out launch successful. Now we're in phase [--] the equitable redistribution https://x.com/mlmabc/status/1945696325020061733 I've read countless takes on the PumpFun launch today comparisons to Hype Bonk etc etc. Here's my take to add to the mix. Think there are some important considerations: Negatives: - We are coming into this from a point of substantially declining revenues opposite of hype https://x.com/mlmabc/status/1945696325020061733 I've read countless takes on the PumpFun launch today comparisons to Hype Bonk etc etc. Here's my take to add to the mix. Think there"
X Link 2025-07-17T04:25Z [----] followers, [----] engagements
"Drop below ico price played out. Most holders are in pain at current levels (low 4s) lots of natural buyers given the ICO soft floor and few unforced sellers. Probs bottomed around here but esp with current funding can imagine some chop now. Keep an eye on fundamentals though this will determine long term direction. Atm trend still not looking great Phase [--] probably played out launch successful. Now we're in phase [--] the equitable redistribution https://t.co/qu9r2a2DIi Phase [--] probably played out launch successful. Now we're in phase [--] the equitable redistribution https://t.co/qu9r2a2DIi"
X Link 2025-07-19T05:32Z [----] followers, [----] engagements
"@machibigbrother Fuck Zora I'm building Friendtech as it should have been. Check out @FriendSpaceApp. Happy to share more info in DM"
X Link 2025-07-29T16:55Z [----] followers, [--] engagements
"@EvgenyGaevoy @brian_armstrong Imo it's a smart ad- it's well received by UK crypto natives and all of CT. Those who are most offended probably aren't the target market. And at least its humorous.remember the cringe of Solana's deleted US ad last year ๐
"
X Link 2025-08-04T09:09Z [----] followers, [---] engagements
"Arbitrum Tokenomics Deep-Dive Analysis The $ARBI airdrop might be the most hyped drop this year. But how does it compare with previous big airdrops and how will pricing play out In this thread I've compared $ARBI to $UNI $OP and $1INCH with interesting results. ๐งต๐"
X Link 2023-03-17T17:04Z [----] followers, 105.6K engagements
"Fundamentals In terms of the Arbitrum fundamentals Arbitrum One has picked up significant TVL/volume carving out a niche as a financial applications chain (think $GMX $GNS $RDNT). It's one of the few profitable chains (source: @tokenterminal) and is still in its infancy"
X Link 2023-03-17T17:04Z [----] followers, [----] engagements
"Conclusions All three comparables have shown it's profitable to BTFD. However timing the bottom isn't easy. For $ARBI there are three additional considerations: - Relatively high initial supply - Minimal yr1 emissions - Bull market timing (particularly for $ARBI ecosystem)"
X Link 2023-03-17T17:04Z [----] followers, [----] engagements
"Solid T2049 checklist from @ahboyash Will be at token again this yr if you want a catchup/coffee meet please slide into my DMs How to navigate @token2049 Singapore Content breakdown: Things and apps to prepare before landing Getting around Singapore Good cafes/restaurants to book meetings Save this guide ๐ - - - - - - - - - - - - [--]. Things to prep before arrival a) MANDATORY Fill up https://t.co/MJVadZwPRN How to navigate @token2049 Singapore Content breakdown: Things and apps to prepare before landing Getting around Singapore Good cafes/restaurants to book meetings Save this guide ๐ - - -"
X Link 2024-09-11T13:44Z [----] followers, [----] engagements
"- Market increasingly detached from fundamentals focus on mindshare/short termism (eg. which rational investor in their right mind would buy $TRUMP token) - Attention spans rapidly trending towards zero. Why spend days working on an article when a shitpost gets more engagement Where did all the longform professional fund writers go in crypto Feels like the number of funds engaged in public thesis generation has shrunk significantly maybe [--] total come to mind Where did all the longform professional fund writers go in crypto Feels like the number of funds engaged in public thesis generation has"
X Link 2025-02-24T07:11Z [----] followers, [----] engagements
"US Exceptionalism- The Great Unwind Warren Buffett often talks about the 'American Tailwind' in his annual letters and how the American economic engine is second to none. He's been correct- this philosophy has helped him achieve incredible returns over generations cementing him as one of the greatest investors of all time. However I believe the tides are rapidly changing and as of the end of [----] I hold only small amounts of US equity and crypto. In this post I outline my thesis behind this trade plus why I think we see both a DXY decline AND underperformance on US equities (and by extension"
X Link 2025-02-24T11:18Z [----] followers, [----] engagements
"2. The Trump Effect Its no exaggeration to say that Donald Trump has changed the face of politics- the MAGA movement is a seismic shift away from traditional discourse. While Trump claims he will make America great again I propose that he is in the process of substantially reducing Americas clout on the world stage and ultimately his policies lead to a slow decline in US prospects. To understand why we first have to understand why the dollar is the global reserve currency. At a very basic level you could argue that it's due to the strength of the US economic engine with an economy"
X Link 2025-02-24T11:18Z [----] followers, [---] engagements
"3. Federal Reserve Dilemma US political and fiscal policy leaves the Fed in a tough spot. Many of the Trump administration's isolationist policies don't make economic sense. It's already well established that Autarkic policy is inferior to global cooperation (see the Law of Comparative advantage for example) While the US market still remains broadly strong we're starting to see signs of labor market cooling along with lower business investment (businesses need long term certainty to invest). [----] GDP growth estimates are moderate at around 2.2%. However inflation remains persistent with 3%"
X Link 2025-02-24T11:18Z [----] followers, [---] engagements
"Thanks- timescale is more short to mid term. Drop in US equities leads to a value-insensitive repricing across the board particularly so for higher-risk assets which have no fundamental link to the exceptionalism unwind narrative. My strat is basically to have minimal dollar exposure but liquidity to take advantage of any substantial repricing"
X Link 2025-02-24T12:37Z [----] followers, [---] engagements
"I believe we've developed something unique by combining the virality of the FriendTech model with core Defi protocols. Our first room type integrates in-chat Hyperliquid trading. DM me to take a look at what we've been working on. Time to run back the SocialFi meta Beta testnet is live. DM for access ๐ https://t.co/EKm86kA0Jm Beta testnet is live. DM for access ๐ https://t.co/EKm86kA0Jm"
X Link 2025-09-30T14:57Z [----] followers, [----] engagements
"Love to see the good guys in the space winning when i started building echo [--] years ago i knew it had 95% chance of failing. to be honest i couldnt really imagine any other outcome but i thought at least it may be a noble failure worth attempting. i certainly didn't think echo would be sold to coinbase but here we are: when i started building echo [--] years ago i knew it had 95% chance of failing. to be honest i couldnt really imagine any other outcome but i thought at least it may be a noble failure worth attempting. i certainly didn't think echo would be sold to coinbase but here we are:"
X Link 2025-10-21T10:23Z [----] followers, [---] engagements
"Altcoin market is on hardmode atm: Limited inflows too many new launches recycled narratives lots of insider trading. Sometimes it's better to just sit it out. Spent most of [----] and [----] risk-off (stablefarming in [----] and [---] K/D in 2019). imo it's good to preserve mental energy for when easymode begins but also keeping in touch with the market. Then when the time is right the gains will be glorious"
X Link 2025-10-24T08:55Z [----] followers, [----] engagements
"FriendTech [--] unwind: DAT Edition Sequans Redeems 50% of Convertible Debt Through Strategic Asset Reallocation. This move opportunistically leverages Bitcoin holdings to enhance financial flexibility reduce Debt-to-NAV ratio and boost buyback capacity while preserving long-term treasury optionality. $SQNS Learn https://t.co/bTbVMQGC2T Sequans Redeems 50% of Convertible Debt Through Strategic Asset Reallocation. This move opportunistically leverages Bitcoin holdings to enhance financial flexibility reduce Debt-to-NAV ratio and boost buyback capacity while preserving long-term treasury"
X Link 2025-11-04T15:49Z [----] followers, [---] engagements
"Feels like 80% of all rugs are from vaults attack surface is huge esp with all the leveraged looping/rehypothecation going on these days. Think vast majority would be better off ignoring these completely"
X Link 2025-11-05T09:31Z [----] followers, [---] engagements
"@timedotfun one of the good guys had a slick platform and run by FriendTech OGs. Shame to see them go was one of the genuine novel concepts in the space We loved what https://t.co/KEAe1Tr4T4 tried to build it's sad to see it end. We still believe theres massive potential for a social platform that feels web2-simple but web3-native. At FriendSpace we'll continue fighting the good fight to make SocialFi great again. Watch We loved what https://t.co/KEAe1Tr4T4 tried to build it's sad to see it end. We still believe theres massive potential for a social platform that feels web2-simple but"
X Link 2025-11-05T16:04Z [----] followers, [---] engagements
"@0xKawz @moolah Good luck look forward to seeing what you're building here"
X Link 2025-11-11T16:21Z [----] followers, [---] engagements
"@TaikiMaeda2 Also in May [----] MSTR held around 0.7% of total supply vs 3.2% now- much harder to shift and all else equal should be a big illiquidity discount in theory"
X Link 2025-11-12T19:08Z [----] followers, [----] engagements
"@OttoSuwen Once the pain wears off please come check out what we're building at @FriendSpaceApp Forged from the tears of FriendTech we're trying to build SocialFi as it should have been"
X Link 2025-11-13T09:59Z [----] followers, [--] engagements
"Pro tip the most obvious giveaway for AI written content is the em dash: Generative AI loves to use this but it's not even on a standard keyboard. Amazed at how many people dont know (or don't care) and send me clearly copy/pasted AI responses these days"
X Link 2025-11-16T21:51Z [----] followers, [---] engagements
"Influence does not always equal trading skill. Even with comps like the one below traders are incentivised to take short term outsized risks. How do we fix this - Create a structure that provides both short and long term trading incentives - Create a social space where users can see and understand context to each trade - Let users directly share in and speculate on trader's success - Full transparency on trader performance - Integrating various social proofing mechanisms such as @ethos_network to help identify any bad actors Let the market use all this info to determine the best traders and"
X Link 2025-11-20T11:37Z [----] followers, [----] engagements
"Sorry but this is a terrible take. Defending Kain's character and accusing complainers of being flippers is irrelevant to the facts: - $300M/1Bn Locked FDV is overvalued on pretty much every metric. Infinex has just $161M TVL and annualised fee revenue of c.$5M vs probs its closest competitor FOMO with over double the revenues at $12M (and I believe they recently did a raise at $100M just before market went GG down) - This is meant to be a COMMUNITY round i.e. generous enough to be oversubbed by multiples to maximise distribution (see Megaeth) but is priced like a VC round - Kain has said he"
X Link 2025-11-29T19:45Z [----] followers, 13K engagements
"@alphaDefi_ So was $IRON.until it wasn't"
X Link 2022-04-11T13:53Z [----] followers, [--] engagements
"$RLB seems like a nice numbers play despite the big wick. Note this isn't a speculative wick but purely the market trying to catch up with the new information. I don't believe it's close to doing this yet. Bought a decent sized bag will add on dips"
X Link 2023-08-09T06:17Z [----] followers, [----] engagements
"In late [----] was close to quitting crypto after roundtripping my antshares bags. Had a change of heart ended up redepositing and buying higher. Then it rebranded as neo I discovered waltonchain vechain and a great group of friends inc. @Defi_Maestro. Rest is history https://t.co/bmbjAWgffP https://t.co/bmbjAWgffP"
X Link 2025-07-16T05:11Z [----] followers, [----] engagements
"One of the best things about being late cycle is getting honest takes from top traders across the spectrum. From those sharing everything now they've cashed out to deeply introspective/retrospective takes. Can use all of this to refine your own mental model. Here are some of my favourite: @Cbb0fe's account of how he 'made it' with his brother shows just how much opportunity there is in the space for the bold: @clukzSOL's take on the dynamics in the trenches: @PillageCapital's bear thesis for BTC worth paying attention to someone who was one of the top Bitcoin holders last cycle:"
X Link 2025-11-26T09:15Z [----] followers, [----] engagements
"@0xRacerAlt @FriendSpaceApp Racer also rugged us all ๐ฅฒ But it's sooner than you think fren keep an eye out for announcements. This'll be much more than friendtech 2.0"
X Link 2025-12-12T19:22Z [----] followers, [--] engagements
"@Squierel_hl @FriendSpaceApp Top [---] friendtech users plus beta testers are whitelisted but will have invite codes too We'll also be handing out invite codes on our channel"
X Link 2025-12-30T07:19Z [----] followers, [--] engagements
"Don't want to say I called it but I called it (disclaimer I did buy a bit of s&p last week which is rekt but port still mainly gbp/eur)"
X Link 2025-04-03T13:31Z [----] followers, [---] engagements
"It's been a good year so far. - Moved primarily to cash (non-USD) towards start of yr - Bought the post-inauguration / liberation day blood with remaining cash in non-USD currencies Think the playbook for rest of yr is becoming increasingly clear now: Equities IMO equities have limited upside from here. Macro remains supportive but still all else equal we're in far worse shape than the last time we hit 6k. I've sold all my S&P that I bought sub-5k around current levels (5.8-6k) as the r/r just isn't there for me. Crypto BTC thesis has improved substantially: - Overton Window dramatically"
X Link 2025-06-17T10:00Z [----] followers, 17.8K engagements
"The DAT reckoning is coming. $MSTR holds 3.4% of BTC supply over $60Bn and is trading at a 14% premium to NAV $BMNR holds 3.2% of ETH supply over $12Bn and is trading at a 12% premium to NAV There is NO REASON why these should be trading a premium at all and these premiums have been steadily compressing as sentiment has been declining. In fact given how illiquid these positions are (imagine the market response if Saylor sells a single BTC) they should be trading at a significant discount to NAV. Remember it wasn't long ago that GBTC was trading at nearly a 50% discount and the market is"
X Link 2025-12-16T14:35Z [----] followers, [----] engagements
"@HerroCrypto We just launched @FriendSpaceApp check us out Friendtech OGs have a points airdrop waiting for them too https://x.com/FriendSpaceApp/status/2008579640915538250 Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN https://x.com/FriendSpaceApp/status/2008579640915538250 Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN"
X Link 2026-01-07T10:55Z [----] followers, [---] engagements
"@VitalikButerin Come check our what we're building at @FriendSpaceApp A SocialFi app built from the ground up for crypto natives permissionless chat rooms integrated with core defi protocols. No investors or VCs building for the love of the game"
X Link 2026-01-21T14:43Z [----] followers, [---] engagements
"@test1136362 @FriendSpaceApp @blknoiz06 We tried to build our platform as transparently as possible which is why it's easy to see that your only activity is creating two rooms before instantly dumping your keys on buyers. And fwiw malicious activity like this will have points zeroed too"
X Link 2026-01-22T15:16Z [----] followers, [--] engagements
"@VietnamPenguin I feel you man- we're trying to do things differently with @FriendSpaceApp A SocialFi app built for web3 starting with permissionless trading room with Hyperliquid integration. Oh and our points program has a fixed length :D"
X Link 2026-01-24T16:40Z [----] followers, [--] engagements
"FriendTech has been such a huge inspiration to us which is why 10% of all points have been airdropped to FT users no strings attached. You can check your points drop and launch access eligibility at the link below The promised checker is now LIVE (more information below) https://t.co/gyFIDLx2nn The promised checker is now LIVE (more information below) https://t.co/gyFIDLx2nn"
X Link 2025-12-19T20:49Z [----] followers, [----] engagements
"@machibigbrother There's a new SocialFi friend: @FriendSpaceApp We just launched Big points alloc waiting for you as a FriendTech OG https://x.com/FriendSpaceApp/status/2008579640915538250 https://x.com/FriendSpaceApp/status/2008579640915538250"
X Link 2026-01-07T10:46Z [----] followers, [---] engagements
"Excited to share some info on FriendSpace's first room type the Trading Room. - Creators trade in-chat key-holders share in profits - Funded entirely from key trading fees creating a powerful flywheel - Built on @base trades executed on @HyperliquidX - Public leaderboards tracking room trading performance In a space where KOLS are getting paid $$$s to shill garbage we're helping users find real value. FriendSpace. https://t.co/mWFgx7HvHx https://t.co/mWFgx7HvHx"
X Link 2025-06-18T18:48Z [----] followers, [----] engagements
"@game_for_one $REI- Novel AI architecture which allows for persistent memory deep contextual answers and genuine learning resulting in performance that's comparable or better than leading LLMs. Project that transcends crypto fully expect this to be trading far higher soon"
X Link 2025-07-20T05:44Z [----] followers, [----] engagements
"Sold some BTC today for the first time in a while. Felt dirty but can't ignore the persistent weakness vs equities anymore. Q is who's the marginal buyer Marginal sellers on other hand: DATs Insti topblasters us etc. Maybe you'll be thanking me for my sacrifice soon ๐
Altcoin market is on hardmode atm: Limited inflows too many new launches recycled narratives lots of insider trading. Sometimes it's better to just sit it out. Spent most of [----] and [----] risk-off (stablefarming in [----] and [---] K/D in 2019). imo it's good to preserve mental https://t.co/97Yrf8Ndxa Altcoin market is on hardmode"
X Link 2025-11-03T15:38Z [----] followers, [----] engagements
"1. The key to happiness in life is moderation in all aspects [--]. The key to making money is to be batshit insane singularly obsessed with success Most focus on [--] hoping to move to [--] But you should be focused on [--] until you can afford [--]. This plays out in a fractal too"
X Link 2025-12-22T15:44Z [----] followers, [---] engagements
"In [----] I had a well paid job in finance. I gave it up to focus on crypto- at the worst possible time the start of a bear market. But you know what It turned out to be the best decision of my life. Let [----] be the year where you overcome inertia and finally do what you love"
X Link 2026-01-02T06:37Z [----] followers, [----] engagements
"It's almost time its January and were launching shortly Notifications ON ๐ https://t.co/9uumHPi0y0 its January and were launching shortly Notifications ON ๐ https://t.co/9uumHPi0y0"
X Link 2026-01-04T21:00Z [----] followers, [----] engagements
"We are live LETSGO Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN Your new favorite social App is here FriendSpace is now LIVE (more details below) https://t.co/XmrZYMd9SN"
X Link 2026-01-06T16:43Z [----] followers, [---] engagements
"RT @Finch_in_flight: While this news about DATs staying in the indexes is good and removes uncertainty it's not as bullish as it sounds at"
X Link 2026-01-07T01:30Z [----] followers, [--] engagements
"I think about this tweet alot. But right now we log into an app that's plagued by bots/AI Slop zero crypto integration with misaligned incentives There has to be a better way. This is why I've founded @FriendSpaceApp a social app built from the ground up for crypto natives. Please try it out yet if you haven't already Currently invite-only but here's a few codes: GLX2FLBEMX TLFENKPCLM R256XFHTGC XDK5EK4V7M XMUUBL5ALQ GUXUGDPJW3 7CP3FHSU68 XW63WZHN4T DV9CG8GPKM YTLJBH29HA"
X Link 2026-01-08T10:26Z [----] followers, [----] engagements
"RT @SeanKelleyX: FriendTech captivated many before its fall. My friend @Flip_Research saw the potential and built something better: @Frien"
X Link 2026-01-10T11:57Z [----] followers, [--] engagements
"There's some great alfa being shared on @FriendSpaceApp here are a few of my favourite rooms: @MrNeverPullsOut managed to catch alot of the AI meta sharing names like $RALPH early. Incredible alfa @PedroFounder won our first trading comp and has been on the pulse with his trades up 40% over a week @SeanKelleyX managed to catch alot of the BTC runup although got chopped up a bit on ETH ๐ฅฒ @Asnozther_eth hasn't been trading with much capital but a great winrate on their trades both long and short on names like $IP $APT and $ZEC. Currently sitting at 67% PnL This list is non-exhaustive shoutout"
X Link 2026-01-17T15:58Z [----] followers, [----] engagements
"Excited that FriendSpace is @myfanforce's new campaign. These guys are SocialFi OGs who are focused on working with top creators to create organic valuable content. Aligns perfectly with what we're doing. LFG The FriendSpace Campaign is LIVE $10000 USDC Reward for Creators to be split with their Top Fans @FriendSpaceApp is where real Web3 social happens. No noise. Just alpha. A place where creators and their community benefit from the value they build together Details below ๐ https://t.co/LObPPTCbwc The FriendSpace Campaign is LIVE $10000 USDC Reward for Creators to be split with their Top"
X Link 2026-01-26T13:05Z [----] followers, [----] engagements
"Don't think I've seen such dichotomy in the markets for years: - TradFi is euphoric - CT is depressed Getting [----] vibes here and think it's starting to look pretty frothy for equities (although it's impossible to call tops) Unfort think more pain to come for crypto bros"
X Link 2026-01-27T11:47Z [----] followers, [---] engagements
"State of the market"
X Link 2026-01-27T12:24Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::Flip_Research