[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.] #  @QwQiao qw qw posts on X about crypto, business, ai, money the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::712457848874086400/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +265% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::712457848874086400/posts_active)  - X Week XX -XX% - X Month XX +39% - X Months XXX -XX% - X Year XXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::712457848874086400/followers)  - X Week XXXXXXX +0.07% - X Month XXXXXXX +0.77% - X Months XXXXXXX +2.40% - X Year XXXXXXX +10% ### CreatorRank: XXXXXXX [#](/creator/twitter::712457848874086400/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) #3111 [exchanges](/list/exchanges) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [crypto](/topic/crypto) #246, [business](/topic/business) #1167, [ai](/topic/ai) 6.67%, [money](/topic/money) 6.67%, [defi](/topic/defi) 4.44%, [$ma](/topic/$ma) #5, [relationships](/topic/relationships) #206, [bullish](/topic/bullish) 4.44%, [debt](/topic/debt) 4.44%, [nasdaq](/topic/nasdaq) XXXX% **Top accounts mentioned or mentioned by** [@hosseeb](/creator/undefined) [@santiagoroel](/creator/undefined) [@wallstreetmoon](/creator/undefined) [@hamillioo](/creator/undefined) [@aeyakovenko](/creator/undefined) [@notthreadguy](/creator/undefined) [@4ormund](/creator/undefined) [@kylesamani](/creator/undefined) [@robustus](/creator/undefined) [@sreeramkannan](/creator/undefined) [@0xamol](/creator/undefined) [@defi_cheetah](/creator/undefined) [@saintagnesbets](/creator/undefined) [@sofiacryptovibe](/creator/undefined) [@bank65704](/creator/undefined) [@niggachandesu](/creator/undefined) [@posttenebras2](/creator/undefined) [@tamgros](/creator/undefined) [@michaelh_0g](/creator/undefined) [@solana](/creator/undefined) **Top assets mentioned** [Mastercard, Inc. (MA)](/topic/$ma) [Ethereum (ETH)](/topic/ethereum) [Zcash (ZEC)](/topic/$zec) ### Top Social Posts Top posts by engagements in the last XX hours "crypto bros r going to trade stonks and realize they r up against much much more sophisticated counterparties" [X Link](https://x.com/QwQiao/status/1993490833413488993) 2025-11-26T01:23Z 169.4K followers, 484.2K engagements "whats the most objective measure of "moat" imo it's fees/revenue. everything else is a vanity metric. if ur business has durable moats and operates in a growing space it should earn more revenue over time. conversely if it doesn't have moats either it loses market share to competitors or it maintains market share by engaging in price wars. both situations lead to flat or lower fees over time. (note that just because a business has no moat doesn't mean it's not valuable. it just means that it passes value to customers rather than keeping it for itself. in fact this is true for the vast" [X Link](https://x.com/QwQiao/status/1994900714209120679) 2025-11-29T22:46Z 169.4K followers, 71.7K engagements "when assessing l1 tokens u should keep in mind that ur opportunity cost is not t-bills yielding 4%/yr but nasdaq tech stocks with insanely high moats consistently growing XX% yoy and priced at earnings multiples in the 20s" [X Link](https://x.com/QwQiao/status/1996565116679053595) 2025-12-04T12:59Z 169.4K followers, 17.3K engagements "if u believe l1s currently have v few credible competitors u've simply incorrectly framed the competitive landscape l1s r not just competing with each other but also with tradfi exchange and settlement stack - namely nasdaq+dtcc plus hundreds if not thousands of derivatives equivalents and their international counterparts this should be self-evident this past year when ai sucked so much capital (both long term and speculative) from crypto to the point where even cryptonatives pivoted to trading stonks" [X Link](https://x.com/QwQiao/status/1996579473655742878) 2025-12-04T13:56Z 169.4K followers, 23.8K engagements "most sobering thing i read recently is that no technological revolution in the last couple hundred years - be it steam engine electricity or computers - however amazing they r have changed the long term gdp per capita growth of 2%" [X Link](https://x.com/QwQiao/status/1996872240642798049) 2025-12-05T09:20Z 169.4K followers, 84.5K engagements "btw how do i know this because a decade ago i was the said counterparty. roughly X out of every XX trades you made in the us stock market had me on the other side. i know how good i was and i know how good my competitors like jump and citadel were. every inefficiency u can possibly think of has been fully exploited by us. u may get lucky for a few months. but the only reliable way for u to make money long term is to buy good stuff and hold it for years most likely an index fund. in fact the professional trading industry would go out of business if all of u did just that. the worst performers" [X Link](https://x.com/QwQiao/status/1994035194387451984) 2025-11-27T13:26Z 169.4K followers, 178.9K engagements "i have a hard time convincing myself to own l1 tokens long term not because the p/e ratios r high but because they have no moat. without a moat they become commoditized and cant capture meaningful value. - users can bridge from one chain to another easily these days. - most app devs can move from one chain to another fairly quickly too (aside from a handful of complex smart contracts). - and its never been easier to launch a new chain. their switching cost of blockchains is nowhere near something like aws. the only way as far as i can see for chains to strengthen their moat is to verticalize" [X Link](https://x.com/QwQiao/status/1994150717784035410) 2025-11-27T21:05Z 169.4K followers, 595.8K engagements "the smartest guy i went to high school with used to beat me at every math competition then decided to study *romance languages* at the worlds #1 ranked university then became a high school french teacher im still baffled by every decision this sequence today" [X Link](https://x.com/QwQiao/status/1996163491062055183) 2025-12-03T10:23Z 169.4K followers, 411.1K engagements "the fact that the market cant agree on wtf l1s r at an economic level or how tf to value them is tautologically why its hard to make a compelling bull (or bear) case for them. to make money in markets u have to own something that the market will eventually catch on to do u believe the market will eventually catch on to the p/e story the network effect story the store of value story or something else is the crux of it" [X Link](https://x.com/QwQiao/status/1996582909751251022) 2025-12-04T14:10Z 169.4K followers, 17.9K engagements "otoh btc and defi have much simpler stories. btc's story is that of digital gold. defi's story is one of profit generating businesses" [X Link](https://x.com/QwQiao/status/1996583812449394881) 2025-12-04T14:14Z 169.4K followers, 2680 engagements "an unexpected takeway from my time in crypto is that visa and mastercard have insanely high moats. their banking and regulatory relationships as well as acceptance among consumers and merchants r so entrenched in global commerce that every new competitor ends up plugging into them rather than replacing them. would argue that their business is more defensible than even the largest tech companies in the world. and no stablecoins r not a threat at all but a rail they can easily wrap on top of" [X Link](https://x.com/QwQiao/status/1997290061650387184) 2025-12-06T13:00Z 169.4K followers, 68.5K engagements "the most 0-to-1 thing in crypto right now is stablecoin-enabled credit when u can move money at the speed of light money spends less time "in transit" and more time generating yield" [X Link](https://x.com/QwQiao/status/1993754742275911770) 2025-11-26T18:52Z 169.4K followers, 55.2K engagements "defi coins im most bullish on in the coming years r the ones that r actively working on supporting tradfi assets be it trading or lending against tradfi assets tam could be orders of mag bigger than focusing solely on cryptonative assets a nice externality of this is it helps us get out of our reflexive boom and bust cycles (ie falling crypto asset prices causing fundamentals to deteriorate) the biggest hurdle in the past was in fact regulations but that seems to be changing" [X Link](https://x.com/QwQiao/status/1993994184559042778) 2025-11-27T10:43Z 169.4K followers, 21K engagements "to add a bit more nuance to this i dont think l1 tokens r necessarily *bad* investments. i certainly wouldnt short them. i just cant convince myself that they r *great* investments. theres a universe of thousands of assets to choose from. u can always find a handful of 9/10 assets to own. why agonize over the 7/10s i sleep much better knowing that every asset i own has durable moats operates in exponentially growing spaces *and* is reasonably priced" [X Link](https://x.com/QwQiao/status/1994437813220077821) 2025-11-28T16:06Z 169.4K followers, 30.4K engagements "have firmly switched from chatgpt to gemini as my primary chatbot. gemini X is the first time output is of similar quality to gpt X while being an order of mag faster" [X Link](https://x.com/QwQiao/status/1994717274645598307) 2025-11-29T10:37Z 169.4K followers, 13K engagements "a pitfall among some smart ppl is they keep pushing the same idea in the public. when u do that too forcefully and too repeatedly u get mentally trapped and lose ability to absorb opposing views. dont become the big short guy or the supercycle guy or the gold guy or the long term debt cycle guy or the spac guy etc etc" [X Link](https://x.com/QwQiao/status/1994738834727170207) 2025-11-29T12:02Z 169.4K followers, 19.5K engagements "the best argument for why l1 tokens r not grossly overvalued if u believe they can become non-sovereign store of value. in other words if u believe they r good hedges against btc. there r at least X major risks btc will face in the coming decades: - security budget - quantum resistance the thesis is that btc is relatively ossified and may not move fast enough to address these issues ofc i still believe btc is by far the best non-sovereign money and the most likely one to replace gold but if u want a good reason to hold l1 tokens this is it. u r welcome l1 token believoooors" [X Link](https://x.com/QwQiao/status/1995818415773114535) 2025-12-02T11:32Z 169.4K followers, 27.2K engagements "this is probably the best essay ive written (and its been X years)" [X Link](https://x.com/QwQiao/status/1995819169749565554) 2025-12-02T11:35Z 169.4K followers, 9728 engagements "@4ormund probably - he always struck me as someone who won everything but never cared about winning" [X Link](https://x.com/QwQiao/status/1996164914415911034) 2025-12-03T10:29Z 169.4K followers, 29.5K engagements "couple more weeks of grave dancing followed by couple more quarters of apathy then up only $zec" [X Link](https://x.com/QwQiao/status/1996189504454201467) 2025-12-03T12:07Z 169.4K followers, 21.6K engagements "@santiagoroel @hosseeb @KyleSamani @notthreadguy im actually not as bearish as u r 🤣 just not as bullish as they r" [X Link](https://x.com/QwQiao/status/1996589598022009021) 2025-12-04T14:37Z 169.4K followers, 1128 engagements "@robustus novo nordisk obv" [X Link](https://x.com/QwQiao/status/1996747927767994515) 2025-12-05T01:06Z 169.4K followers, XXX engagements "at this point im seriously entertaining the possibility that apple is going to win the ai race by letting their rivals fight each other to the death only to later simply plug in the best model produced by them do nothing. win" [X Link](https://x.com/QwQiao/status/1996529182709572079) 2025-12-04T10:37Z 169.4K followers, 12.7K engagements "important corollary is that its unlikely we grow out of our debt thx to ai and robots. the money printer must STAY ON" [X Link](https://x.com/QwQiao/status/1996873024524759160) 2025-12-05T09:23Z 169.4K followers, 6953 engagements "when i say stablecoins r not a threat at all I mean specifically consumer-to-merchant which is visa and mcs core business. however there r at least X major battlegrounds between visa/mc and stablecoin startups namely b2b (eg importer/exporter cross border) and c2c (eg remittance). these r areas where stablecoin startups have undeniably found pmf AND visa/mc have publicly said they wanted to expand into. b2b payment specifically is much much larger than consumer-to-merchant volume-wise" [X Link](https://x.com/QwQiao/status/1997439157547708876) 2025-12-06T22:53Z 169.4K followers, 26.8K 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.]
@QwQiao qw
qw posts on X about crypto, business, ai, money the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +265%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX +39%
- X Months XXX -XX%
- X Year XXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.07%
- X Month XXXXXXX +0.77%
- X Months XXXXXXX +2.40%
- X Year XXXXXXX +10%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXX% stocks #3111 exchanges XXXX% technology brands XXXX%
Social topic influence crypto #246, business #1167, ai 6.67%, money 6.67%, defi 4.44%, $ma #5, relationships #206, bullish 4.44%, debt 4.44%, nasdaq XXXX%
Top accounts mentioned or mentioned by @hosseeb @santiagoroel @wallstreetmoon @hamillioo @aeyakovenko @notthreadguy @4ormund @kylesamani @robustus @sreeramkannan @0xamol @defi_cheetah @saintagnesbets @sofiacryptovibe @bank65704 @niggachandesu @posttenebras2 @tamgros @michaelh_0g @solana
Top assets mentioned Mastercard, Inc. (MA) Ethereum (ETH) Zcash (ZEC)
Top Social Posts
Top posts by engagements in the last XX hours
"crypto bros r going to trade stonks and realize they r up against much much more sophisticated counterparties"
X Link 2025-11-26T01:23Z 169.4K followers, 484.2K engagements
"whats the most objective measure of "moat" imo it's fees/revenue. everything else is a vanity metric. if ur business has durable moats and operates in a growing space it should earn more revenue over time. conversely if it doesn't have moats either it loses market share to competitors or it maintains market share by engaging in price wars. both situations lead to flat or lower fees over time. (note that just because a business has no moat doesn't mean it's not valuable. it just means that it passes value to customers rather than keeping it for itself. in fact this is true for the vast"
X Link 2025-11-29T22:46Z 169.4K followers, 71.7K engagements
"when assessing l1 tokens u should keep in mind that ur opportunity cost is not t-bills yielding 4%/yr but nasdaq tech stocks with insanely high moats consistently growing XX% yoy and priced at earnings multiples in the 20s"
X Link 2025-12-04T12:59Z 169.4K followers, 17.3K engagements
"if u believe l1s currently have v few credible competitors u've simply incorrectly framed the competitive landscape l1s r not just competing with each other but also with tradfi exchange and settlement stack - namely nasdaq+dtcc plus hundreds if not thousands of derivatives equivalents and their international counterparts this should be self-evident this past year when ai sucked so much capital (both long term and speculative) from crypto to the point where even cryptonatives pivoted to trading stonks"
X Link 2025-12-04T13:56Z 169.4K followers, 23.8K engagements
"most sobering thing i read recently is that no technological revolution in the last couple hundred years - be it steam engine electricity or computers - however amazing they r have changed the long term gdp per capita growth of 2%"
X Link 2025-12-05T09:20Z 169.4K followers, 84.5K engagements
"btw how do i know this because a decade ago i was the said counterparty. roughly X out of every XX trades you made in the us stock market had me on the other side. i know how good i was and i know how good my competitors like jump and citadel were. every inefficiency u can possibly think of has been fully exploited by us. u may get lucky for a few months. but the only reliable way for u to make money long term is to buy good stuff and hold it for years most likely an index fund. in fact the professional trading industry would go out of business if all of u did just that. the worst performers"
X Link 2025-11-27T13:26Z 169.4K followers, 178.9K engagements
"i have a hard time convincing myself to own l1 tokens long term not because the p/e ratios r high but because they have no moat. without a moat they become commoditized and cant capture meaningful value. - users can bridge from one chain to another easily these days. - most app devs can move from one chain to another fairly quickly too (aside from a handful of complex smart contracts). - and its never been easier to launch a new chain. their switching cost of blockchains is nowhere near something like aws. the only way as far as i can see for chains to strengthen their moat is to verticalize"
X Link 2025-11-27T21:05Z 169.4K followers, 595.8K engagements
"the smartest guy i went to high school with used to beat me at every math competition then decided to study romance languages at the worlds #1 ranked university then became a high school french teacher im still baffled by every decision this sequence today"
X Link 2025-12-03T10:23Z 169.4K followers, 411.1K engagements
"the fact that the market cant agree on wtf l1s r at an economic level or how tf to value them is tautologically why its hard to make a compelling bull (or bear) case for them. to make money in markets u have to own something that the market will eventually catch on to do u believe the market will eventually catch on to the p/e story the network effect story the store of value story or something else is the crux of it"
X Link 2025-12-04T14:10Z 169.4K followers, 17.9K engagements
"otoh btc and defi have much simpler stories. btc's story is that of digital gold. defi's story is one of profit generating businesses"
X Link 2025-12-04T14:14Z 169.4K followers, 2680 engagements
"an unexpected takeway from my time in crypto is that visa and mastercard have insanely high moats. their banking and regulatory relationships as well as acceptance among consumers and merchants r so entrenched in global commerce that every new competitor ends up plugging into them rather than replacing them. would argue that their business is more defensible than even the largest tech companies in the world. and no stablecoins r not a threat at all but a rail they can easily wrap on top of"
X Link 2025-12-06T13:00Z 169.4K followers, 68.5K engagements
"the most 0-to-1 thing in crypto right now is stablecoin-enabled credit when u can move money at the speed of light money spends less time "in transit" and more time generating yield"
X Link 2025-11-26T18:52Z 169.4K followers, 55.2K engagements
"defi coins im most bullish on in the coming years r the ones that r actively working on supporting tradfi assets be it trading or lending against tradfi assets tam could be orders of mag bigger than focusing solely on cryptonative assets a nice externality of this is it helps us get out of our reflexive boom and bust cycles (ie falling crypto asset prices causing fundamentals to deteriorate) the biggest hurdle in the past was in fact regulations but that seems to be changing"
X Link 2025-11-27T10:43Z 169.4K followers, 21K engagements
"to add a bit more nuance to this i dont think l1 tokens r necessarily bad investments. i certainly wouldnt short them. i just cant convince myself that they r great investments. theres a universe of thousands of assets to choose from. u can always find a handful of 9/10 assets to own. why agonize over the 7/10s i sleep much better knowing that every asset i own has durable moats operates in exponentially growing spaces and is reasonably priced"
X Link 2025-11-28T16:06Z 169.4K followers, 30.4K engagements
"have firmly switched from chatgpt to gemini as my primary chatbot. gemini X is the first time output is of similar quality to gpt X while being an order of mag faster"
X Link 2025-11-29T10:37Z 169.4K followers, 13K engagements
"a pitfall among some smart ppl is they keep pushing the same idea in the public. when u do that too forcefully and too repeatedly u get mentally trapped and lose ability to absorb opposing views. dont become the big short guy or the supercycle guy or the gold guy or the long term debt cycle guy or the spac guy etc etc"
X Link 2025-11-29T12:02Z 169.4K followers, 19.5K engagements
"the best argument for why l1 tokens r not grossly overvalued if u believe they can become non-sovereign store of value. in other words if u believe they r good hedges against btc. there r at least X major risks btc will face in the coming decades: - security budget - quantum resistance the thesis is that btc is relatively ossified and may not move fast enough to address these issues ofc i still believe btc is by far the best non-sovereign money and the most likely one to replace gold but if u want a good reason to hold l1 tokens this is it. u r welcome l1 token believoooors"
X Link 2025-12-02T11:32Z 169.4K followers, 27.2K engagements
"this is probably the best essay ive written (and its been X years)"
X Link 2025-12-02T11:35Z 169.4K followers, 9728 engagements
"@4ormund probably - he always struck me as someone who won everything but never cared about winning"
X Link 2025-12-03T10:29Z 169.4K followers, 29.5K engagements
"couple more weeks of grave dancing followed by couple more quarters of apathy then up only $zec"
X Link 2025-12-03T12:07Z 169.4K followers, 21.6K engagements
"@santiagoroel @hosseeb @KyleSamani @notthreadguy im actually not as bearish as u r 🤣 just not as bullish as they r"
X Link 2025-12-04T14:37Z 169.4K followers, 1128 engagements
"@robustus novo nordisk obv"
X Link 2025-12-05T01:06Z 169.4K followers, XXX engagements
"at this point im seriously entertaining the possibility that apple is going to win the ai race by letting their rivals fight each other to the death only to later simply plug in the best model produced by them do nothing. win"
X Link 2025-12-04T10:37Z 169.4K followers, 12.7K engagements
"important corollary is that its unlikely we grow out of our debt thx to ai and robots. the money printer must STAY ON"
X Link 2025-12-05T09:23Z 169.4K followers, 6953 engagements
"when i say stablecoins r not a threat at all I mean specifically consumer-to-merchant which is visa and mcs core business. however there r at least X major battlegrounds between visa/mc and stablecoin startups namely b2b (eg importer/exporter cross border) and c2c (eg remittance). these r areas where stablecoin startups have undeniably found pmf AND visa/mc have publicly said they wanted to expand into. b2b payment specifically is much much larger than consumer-to-merchant volume-wise"
X Link 2025-12-06T22:53Z 169.4K followers, 26.8K engagements