#  @Rewkang Andrew Kang Andrew Kang posts on X about crypto, bitcoin, the most, cycle the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1138033434/interactions)  - [--] Week [---------] +518% - [--] Month [---------] +816% - [--] Months [----------] +21% - [--] Year [----------] -64% ### Mentions: [--] [#](/creator/twitter::1138033434/posts_active)  - [--] Week [--] +15% - [--] Month [--] +4% - [--] Months [---] -3.60% - [--] Year [---] -55% ### Followers: [-------] [#](/creator/twitter::1138033434/followers)  - [--] Week [-------] +1.70% - [--] Month [-------] +1.80% - [--] Months [-------] +5.10% - [--] Year [-------] +14% ### CreatorRank: [-------] [#](/creator/twitter::1138033434/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 49.56% [cryptocurrencies](/list/cryptocurrencies) 48.67% [stocks](/list/stocks) 9.73% [countries](/list/countries) 5.31% [exchanges](/list/exchanges) 2.65% [technology brands](/list/technology-brands) 2.65% [financial services](/list/financial-services) 2.65% [automotive brands](/list/automotive-brands) 1.77% [events](/list/events) 0.88% [social networks](/list/social-networks) 0.88% **Social topic influence** [crypto](/topic/crypto) #7293, [bitcoin](/topic/bitcoin) 11.5%, [the most](/topic/the-most) 11.5%, [cycle](/topic/cycle) 10.62%, [$eth](/topic/$eth) 9.73%, [$btc](/topic/$btc) 8.85%, [ai](/topic/ai) 7.08%, [momentum](/topic/momentum) #1061, [we are](/topic/we-are) 6.19%, [the world](/topic/the-world) 6.19% **Top accounts mentioned or mentioned by** [@figurerobot](/creator/undefined) [@apptronik](/creator/undefined) [@boredapeyc](/creator/undefined) [@c2mtrading](/creator/undefined) [@grok](/creator/undefined) [@0xsammy](/creator/undefined) [@virtualsio](/creator/undefined) [@qnt800](/creator/undefined) [@mapleleafcap](/creator/undefined) [@pentosh1](/creator/undefined) [@tokabu777](/creator/undefined) [@btc_minded](/creator/undefined) [@aeontrux](/creator/undefined) [@apolloparodybot](/creator/undefined) [@roninmma_](/creator/undefined) [@mechanismcaps](/creator/undefined) [@ethena](/creator/undefined) [@pumpdotfun](/creator/undefined) [@nousresearch](/creator/undefined) [@primeintellect](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/$eth) [BlackRock Inc (BLK)](/topic/blackrock) [Solana (SOL)](/topic/solana) [Tesla, Inc. (TSLA)](/topic/tesla) [Official Trump (TRUMP)](/topic/$trump) [BNB (BNB)](/topic/$bnb) ### Top Social Posts Top posts by engagements in the last [--] hours "For more than a decade Bitcoin and Altcoins have run along parallel tracks We are at a point in time where those tracks start to split off On a long time horizon one can go one direction and the other the opposite" [X Link](https://x.com/Rewkang/status/1802650423767220418) 2024-06-17T10:32Z 412.2K followers, 465.3K engagements "Advancements in humanoid robotics are now occurring at 10x the rate of the previous decades Working in this industry might be one of the coolest things you ever do Introducing Helix our newest AI that thinks like a human To bring robots into homes we need a step change in capabilities Helix can generalize to any household item ๐งต https://t.co/sPzPV4B50J Introducing Helix our newest AI that thinks like a human To bring robots into homes we need a step change in capabilities Helix can generalize to any household item ๐งต https://t.co/sPzPV4B50J" [X Link](https://x.com/Rewkang/status/1892620514033561659) 2025-02-20T17:01Z 412.3K followers, 60.3K engagements "I havent paid close attention to crypto last few months but it seems high probability that $ETH revisits $1000-1500 this year $215B market cap for a negative growth/profitability asset is ridiculous when its clear speculative winds have already blown past Bear thesis stands A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime but generally the first big one was the https://t.co/CFKecFHg5W A common comparison for" [X Link](https://x.com/Rewkang/status/1908832234687394118) 2025-04-06T10:40Z 412.2K followers, 444.2K engagements "This past year has been one of the most interesting of @MechanismCap's history We continued to back some stellar crypto teams across synthetic dollars (@ethena) memecoins (@pumpdotfun) distributed AI systems (@NousResearch + @PrimeIntellect) and consumer (@defiapp) But we also expanded heavily into Deeptech backing companies in Robotics (@Figure_robot + @Apptronik) Brain Emulation and Nuclear The pace of change in the world is the highest it's ever been and its a great time to be part of it New Investments New Website Still investing on the frontier https://t.co/esn1D02Niq New Investments New" [X Link](https://x.com/Rewkang/status/1922280963197043005) 2025-05-13T13:21Z 412.3K followers, 98.4K engagements "If you want to be involved in research that helps shape government policy for robotics shoot me a DM. We are hiring" [X Link](https://x.com/Rewkang/status/1999969611715150274) 2025-12-13T22:28Z 412.3K followers, 15K engagements "2025 was an insane year for robotics research Long time model architecture/training challenges were solved and major progress was made on data collection techniques understanding data quality and data recipe. This gives Physical AI companies the confidence to finally start investing in large scale data collection. You saw companies like Figure Dyna and PI reach 99% success rates in real life deployments in diverse settings by leveraging RL innovations. Many frameworks were developed for self improving and self-recovering robot models. Researchers figured out how to prevent overfitting in VLA" [X Link](https://x.com/Rewkang/status/2006959130095870338) 2026-01-02T05:21Z 412.2K followers, 120.4K engagements "@0xSammy @x402guard @virtuals_io Crypto is not the correct way to allocate to this thesis" [X Link](https://x.com/Rewkang/status/2020624860633022717) 2026-02-08T22:24Z 412.3K followers, [----] engagements "The following essay is adapted from Mechanism Capital's Apptronik Thesis ______________________________________________________________________________ Across history each wave of innovation has http://x.com/i/article/1968143528892194816 http://x.com/i/article/1968143528892194816" [X Link](https://x.com/Rewkang/status/1968392366987121081) 2025-09-17T19:11Z 412.3K followers, 366.3K engagements "@Apptronik Accelerate" [X Link](https://x.com/Rewkang/status/2022076470865346946) 2026-02-12T22:32Z 412.3K followers, [----] engagements "Most market participants are not appreciating the significance of a potential loss of a 4-month range on Bitcoin The closest parallel we can draw is to that of the range of May [----] where we also came off a parabolic rally of BTC and alts $50B+ of crypto leverage here is similarly at near an ATH (chart does not include CME which is higher) but compounded by the fact that in this scenario we have ranged even longer (18 weeks vs 13) and we have not had extreme washouts yet while we had a few in the middle of the 2020-2021 bull market It's likely that my initial estimates of low $50ks were too" [X Link](https://x.com/anyuser/status/1808545114622677300) 2024-07-03T16:55Z 412.3K followers, 675.6K engagements "The period of easy mode shorting is over Everyday the probability of violent short squeezes grows higher followed by periods of chop and reduced volatility The best use of your time will be investing in humanoid robotics. One of the most asymmetric investment opportunities of our lifetime" [X Link](https://x.com/anyuser/status/1888020289092792688) 2025-02-08T00:21Z 412.3K followers, 325.1K engagements "Some people are skeptical about US Humanoid valuations Unitree will likely trade at $20-50B valuation after they IPO next year Unitree has sold around 10k humanoids. This is less than 0.01% of projected annual humanoid sales Potential of this industry is underappreciated Assume [--] robot = $50k [------] robots = $5B revenue 1M robots = $50B 10M robots = $500B 100M robots = $5T 1B robots = $50T 20b robots = $1 Quadrillion Humanoid robots will be the biggest product market in the history of ever by magnitudes The future largest companies will be Assume [--] robot = $50k [------] robots = $5B revenue 1M" [X Link](https://x.com/Rewkang/status/1988932931902206181) 2025-11-13T11:32Z 412.3K followers, 85.7K engagements "The fact of the matter is that Arbitrum is the fastest growing blue chip chain not yet valued at blue chip status and will rerate to be top of the alt L1/L2 stack Arbitrum IS the fastest horse" [X Link](https://x.com/Rewkang/status/1647388640895553537) 2023-04-15T23:57Z 412.3K followers, 417.8K engagements "The New King of Money Markets The @RDNTCapital Thesis" [X Link](https://x.com/Rewkang/status/1666495970748825603) 2023-06-07T17:22Z 412.3K followers, 939.8K engagements "The Slerf saga is one of the most retarded and beautiful things Ive ever witnessed in crypto For that reason Im in I didn't realize how dumb the people we're trading with are until I listened to the Slurf spaces. I didn't realize how dumb the people we're trading with are until I listened to the Slurf spaces" [X Link](https://x.com/Rewkang/status/1769846206912463277) 2024-03-18T21:59Z 412.3K followers, 565.5K engagements "In February I made a $19M investment in @Figure_robot Its the largest venture check Ive written and its also the most excited Ive been about a world changing technological revolution since diving into Bitcoin/crypto The human labor market is arguably the biggest in the world - $42T - standing at half of global GDP. Combined with an increasing labor shortage crisis Humanoid robotics are set to spawn multiple trillion dollar companies. It is really an inevitability that robots replace man for most functions. First in the warehouse then in the factory then in most service functions etc" [X Link](https://x.com/Rewkang/status/1775751669008974246) 2024-04-04T05:06Z 412.3K followers, 577.7K engagements "Crypto will continue to expand because it is vastly better than both casinos and other trading markets in terms of [--]. volatility [--]. variety [--]. complexity [--]. social component [--]. higher odds of developing an edge It is simply the most engaging multi player money game" [X Link](https://x.com/Rewkang/status/1780351547181789353) 2024-04-16T21:44Z 412.3K followers, 120.2K engagements "Memecoins pumping are no longer indicators of local tops because memecoins are no longer the last rung of desirability as a sector In fact they are the sector that new capital allocators believe in the MOST Memes have and will lead the market Adapt or die" [X Link](https://x.com/Rewkang/status/1795721355767447843) 2024-05-29T07:38Z 412.3K followers, 346.7K engagements "The BTC ETFs opened the door for many new buyers to make bitcoin allocations within their portfolio. The impact of ETH ETFs is a lot less clear-cut. I was vocally bullish for Bitcoin at $25k when the http://x.com/i/article/1804696280545034240 http://x.com/i/article/1804696280545034240" [X Link](https://x.com/Rewkang/status/1804735595111211104) 2024-06-23T04:37Z 412.3K followers, 2.4M engagements "With Mt Gox German coins ETF selling on the horizon I do not believe that support levels and ranges will hold NVDA looking like a local top The only buyers seem to be leverage and short term traders knife catching These moves typically result in a multi billion dollar cascade That will be the signal The current market environment reminds me quite a lot of May [----] not June [----] actually and definitely not December [----] We had become accustomed to up only all dips were for bidding and got turbo reversed. We had a big correction from 64k to 45k and everyone bought expecting The current market" [X Link](https://x.com/Rewkang/status/1805219324753547515) 2024-06-24T12:40Z 412.3K followers, 304.2K engagements "If you believe that the market is going much higher from here and that there will be excess then you have to believe that the NFT market will come back as a way for people to digitally flex Memecoins definitely sucked some speculative energy from NFTs but at this point anyone still holding is not looking to sell. There's no supply so it only takes a small wave to get momentum going again. You have Azuki launching @animecoin soon as well as other top projects potentially doing the same which could be your catalysts This is why I think $BLUR is a good bet to go much higher from here. With most" [X Link](https://x.com/Rewkang/status/1860966963457229248) 2024-11-25T08:41Z 412.3K followers, 291.7K engagements "Eth NFT volumes 3x off the lows and if growth stays strong veBLUR gonna cook https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040 https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040" [X Link](https://x.com/Rewkang/status/1864282813635437011) 2024-12-04T12:17Z 412.3K followers, 22.6K engagements "Humanoid robotics is one of the few and obvious [--] to decatrillion opportunities in my life Similar to Bitcoin in [----] but with larger TAM It's at this point before mainstream hype that you should have maximal exposure. Few have exposure and those that do are undersized" [X Link](https://x.com/Rewkang/status/1900018011404460428) 2025-03-13T02:56Z 412.3K followers, 1.4M engagements "Everyone asking how to get exposure - Tesla is the clearest Public market pick. Tesla will be one of the top humanoid companies in the world along with @Figure_robot and @Apptronik" [X Link](https://x.com/Rewkang/status/1900019544217047499) 2025-03-13T03:02Z 412.3K followers, 151.6K engagements "๐จ Money stuck at @BankofAmerica ๐จ Employees provided WRONG information on wire limits and now my money is stuck. Customer Service unable to help I will send $10000 to a random person that likes and retweets this post. Reporters feel free to reach out. @DavidCTyrie @KatyAKnox @hollyaoneill @Raulanaya99" [X Link](https://x.com/Rewkang/status/1923459027956269555) 2025-05-16T19:22Z 412.3K followers, 287.3K engagements "Unlike the launch of the ETH ETF the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out what happens when that buying dissipates https://t.co/On2KWjAlLx https://t.co/On2KWjAlLx" [X Link](https://x.com/Rewkang/status/1956815871525228609) 2025-08-16T20:30Z 412.3K followers, 954.3K engagements "Would estimate we're about to hit $5b in ETH liquidations across exchanges Taking us down to $3.2k - $3.6k Good night Unlike the launch of the ETH ETF the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out what happens when that buying dissipates Unlike the launch of the ETH ETF the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out" [X Link](https://x.com/Rewkang/status/1957292879971532907) 2025-08-18T04:06Z 412.3K followers, 820.9K engagements "Were excited to colead Dynas Series A with a $68M investment Dyna is one of the ONLY companies that have performant physical intelligence models that are ready to be deployed in the real world Physical AGI is coming Make sure to follow @Lindon_Gao @JasonMa2020 @YorkYang5050 Excited to announce that we have raised $120M in our Series A to advance the frontier of general-purpose high-performance robots. ๐ค The new funding will accelerate progress towards our mission of bringing foundation-model powered robots to everyone everywhere. Read more ๐ https://t.co/snfTuNGFDQ Excited to announce that" [X Link](https://x.com/Rewkang/status/1967752568882266485) 2025-09-16T00:49Z 412.3K followers, 423.6K engagements "Ethereum is Luna [---] https://t.co/HM01BJJwKB https://t.co/HM01BJJwKB" [X Link](https://x.com/Rewkang/status/1971103912330686680) 2025-09-25T06:46Z 412.3K followers, 805.8K engagements "$VIRTUAL is one of the few crypto projects that is doing legitimate things in the robotics sector They are coinvested with us on Robotics deals building a large open source robot training data collection system and developing a commerce protocol for an autonomous machine economy VIRTUAL chart is very reminiscent of SOL early days around $1 - $2. Think people are vastly underestimating the size of the agentic economy and don't realize how absurdly high this chart can go when crypto market conditions improve. https://t.co/iuXz0nJ2XA VIRTUAL chart is very reminiscent of SOL early days around $1" [X Link](https://x.com/Rewkang/status/1984418998411239626) 2025-11-01T00:35Z 412.3K followers, 680.3K engagements "CZ has only ever disclosed owning BTC and BNB so this seems pretty significant Full disclosure. I just bought some Aster today using my own money on @Binance. I am not a trader. I buy and hold. https://t.co/wvmBwaXbKD Full disclosure. I just bought some Aster today using my own money on @Binance. I am not a trader. I buy and hold. https://t.co/wvmBwaXbKD" [X Link](https://x.com/Rewkang/status/1985031136549245037) 2025-11-02T17:07Z 412.3K followers, 451.6K engagements "$TRUMP bottomed at $25 - 68% drawdown from highs - [--] days of downward trend - Bottoming structure momentum reversing - Still barely $6b market cap for a brand more known than Ethereum Target: Top [--] Coin" [X Link](https://x.com/Rewkang/status/1884034979497455945) 2025-01-28T00:25Z 412.3K followers, 460.5K engagements "Tom Lee's ETH thesis is one of the most retarded combinations of financially illiterate arguments I've seen from a well known analyst I've seen in a while. Let's break them down. Tom's thesis is http://x.com/i/article/1964479473161555968 http://x.com/i/article/1964479473161555968" [X Link](https://x.com/Rewkang/status/1970782770805813392) 2025-09-24T09:30Z 412.3K followers, 2M engagements "Tom Lee literally top blasted top of a [--] year range delivering unprecedented amounts of exit liquidity to crypto natives including ETH foundation and ETH cofounders. Similar to Celsius in 21/22 Not surprising that a boomer would back a boomer zombie tech asset A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime but generally the first big one was the https://t.co/CFKecFHg5W A common comparison for Ethereum is" [X Link](https://x.com/Rewkang/status/1971418409737842902) 2025-09-26T03:35Z 412.3K followers, 375.2K engagements "Robot models don't have the benefit of internet scale data that LLMs do Tesla Google Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by @virtuals_io https://t.co/OF6ELTk0qe https://t.co/OF6ELTk0qe" [X Link](https://x.com/Rewkang/status/1984322844193624474) 2025-10-31T18:13Z 412.3K followers, 128.9K engagements "China's explosive growth in robotics has been partially driven by massive government investment Not many know that China has a [--] Trillion RMB robotics fund in addition to many local/regional funds Seems likely we'll see similar initiatives from this US administration TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and is all in on accelerating the sectors development TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico" [X Link](https://x.com/Rewkang/status/1999969608095408612) 2025-12-13T22:28Z 412.3K followers, 62.8K engagements "2025 taught us how to architect Physical AI models and training pipelines [----] is the year where we see the results of scaling robotics data collection [----] is going to be a huge year for embodied AI [----] is going to be a huge year for embodied AI" [X Link](https://x.com/Rewkang/status/2002873208249458908) 2025-12-21T22:45Z 412.3K followers, 193.4K engagements "The last crypto bubbles were an extreme misallocation of capital especially in the backdrop of the 4th Industrial Revolution enabled by AI The bubbles were driven by excess liquidity seeking world changing technology. This technology has arrived in the form of AI and Robotics which will drive and capture real economic value. Given the effects on productivity efficiency and development speed we will see a new normal of double digit economic growth across both new companies and also tangential companies It is not too late to get involved the 4th Industrial Revolution is just starting Crypto to" [X Link](https://x.com/Rewkang/status/2018171645765075095) 2026-02-02T03:56Z 412.3K followers, 212.3K engagements "For those that have experienced atleast one market cycle you build an instinct to be wary of price appreciation that greatly outpaces the historical rate. Seeing the Dot Com bubble [----] GFC all the http://x.com/i/article/2020548108837412864 http://x.com/i/article/2020548108837412864" [X Link](https://x.com/Rewkang/status/2020560687722852391) 2026-02-08T18:09Z 412.3K followers, 2.8M engagements "Understand Reflexivity Seek non-linear impacts Discover convex outcomes https://t.co/YU33t4yLWN https://t.co/YU33t4yLWN" [X Link](https://x.com/Rewkang/status/2021432816056270895) 2026-02-11T03:55Z 412.3K followers, 75.1K engagements "Netherlands will become a future US colony BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains" [X Link](https://x.com/Rewkang/status/2022695121591111701) 2026-02-14T15:31Z 412.3K followers, 147.3K engagements "going to be a big week ZK Layer [--] $GME GameFi Trifecta of Narratives $LRC ZK Layer [--] $GME GameFi Trifecta of Narratives $LRC" [X Link](https://x.com/anyuser/status/1467888609835765760) 2021-12-06T16:08Z 412.3K followers, [----] engagements "Sensing major confluence on $LINK - Eric Schmidt joining as advisor - CCIP & Staking in [----] - Bottoming pattern against BTC and ETH - Foundation stopped weekly dumping - Literally powering 1000+ applications w/ 90%+ market share on every chain" [X Link](https://x.com/anyuser/status/1479947719229808646) 2022-01-08T22:46Z 412.3K followers, [----] engagements "Have been accumulating @AzukiZen as my second high conviction collection after @BoredApeYC Pretty happy with how the team has shaped out after [--] months" [X Link](https://x.com/anyuser/status/1507045715259887624) 2022-03-24T17:24Z 412.3K followers, [----] engagements "Have debated many questions with @samkazemian that I am curious public opinion on: - Should Frax use seigniorage to acquire $ETH collateral as Luna does with $BTC - What is the appropriate pace of reserve accumulation - Should Frax offer a fixed single sided interest rate" [X Link](https://x.com/Rewkang/status/1510610166898577412) 2022-04-03T13:28Z 412.3K followers, [--] engagements "No wonder why the $BTC pumps have been so pathetic. Whenever anyone bought spot on FTX Alameda would just dump it after" [X Link](https://x.com/anyuser/status/1591561447699537920) 2022-11-12T22:39Z 412.3K followers, [----] engagements "Caroline and other Alameda/FTX executives are on the run Whereabouts are unknown but I have set the trap to sniff them out Be patient friends justice will be served" [X Link](https://x.com/anyuser/status/1592994459683356672) 2022-11-16T21:34Z 412.3K followers, [----] engagements "First he came for Mango and I did not speak out for I am not an investor Then he came for USDT and I did not speak out for he did not pose a risk Now he tries to hunt the loan of one of the godfather's of DeFi and that's when the foot is put down to defend" [X Link](https://x.com/anyuser/status/1595025224583770114) 2022-11-22T12:03Z 412.3K followers, [----] engagements "Reflections on this analysis [--] years later $BNB has indeed become a multifaceted coin - MOE within BSC ecosystem & IRL - Operating capital for most crypto traders - Better SOV than $BTC and $ETH - Launchpad access card Tend to think $BNB and @cz_binance continue to outperform #binance Coin has aspirations beyond being a simple discount utility token - it's a multifaceted coin on its path to becoming a medium of exchange store of value among many other things. I write about this in my most recent post. @cz_binance https://t.co/BQefAS8xoE #binance Coin has aspirations beyond being a simple" [X Link](https://x.com/anyuser/status/1596372320293392384) 2022-11-26T05:16Z 412.3K followers, [----] engagements "$30-40k $BTC $2k-$2.8k $ETH Bears are haram" [X Link](https://x.com/anyuser/status/1619022171036319745) 2023-01-27T17:19Z 412.3K followers, 787.6K engagements "Not only has sidelined capital come into markets but so has fresh capital and many sharp players of last cycle are also re-entering the space NFTs are next up for a resurgence Last cycle highs of $10B was merely a test pump. If momentum for crypto continues and @Memeland as a bellwether then we shall see what a real NFT bubble looks like. Educate yourself on what the market size can really become https://www.mechanism.capital/nft-market-size/ One must be careful not to be blinded by the permabear argument of no net new money flows into alts lest they wish to miss the outsized returns of" [X Link](https://x.com/anyuser/status/1723051747621707876) 2023-11-10T18:55Z 412.3K followers, 302K engagements "We are going to reach some serious levels of mental retardation for memecoins this cycle Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in but the payouts and odds aren't the same. That's where the skill comes in - the jackpot winners don't come from pure luck but ability and everyone believes that they can find the next winner. And the more people that they get to buy the same tickets at them the more likely they and their friends win - that's the best feeling - winning together. It's a" [X Link](https://x.com/anyuser/status/1764069999507800282) 2024-03-02T23:27Z 412.3K followers, 1M engagements "This is a massive deal These investment funds see massive passive inflows which means the more investment funds that incorporate these ETFs the larger the constant TWAP will be on BTC and btw its permanent So fucking bullish it hurts Wall Street firms continue to file for Bitcoin ETF exposure in their in-house investment funds. You're going to see a lot of this in coming months. After the close of trading today BlackRock filed with the SEC for its Strategic Income Opportunities Portfolio: "The Fund may Wall Street firms continue to file for Bitcoin ETF exposure in their in-house investment" [X Link](https://x.com/anyuser/status/1764772756325826745) 2024-03-04T21:59Z 412.3K followers, 261.9K engagements "We are at the funnest part of the parabola for memecoins where theyve confirmed enough momentum for attention to 100x but the biggest mainstream influencers & celebrities arent shilling yet But trust me they love this stuff just like they loved NFTs and they will be coming as soon as next few days weeks We are seeing the emergence of memecoins [---] aka culture coins that target specific audiences/ideologies/groups of people. Every celeb/influencer will have their favorite coin theyve partnered with and it will mostly be for coins not on exchanges which means new $ will come on chain buying" [X Link](https://x.com/anyuser/status/1765948496652247193) 2024-03-08T03:51Z 412.3K followers, 368.2K engagements "This cycle you will see many meme coins that mirror/parody the names of big brands and people I expect these brands/people try to protect themselves by distancing themselves from the token once they reach a point that cannot be ignored While we are in the bull this will only add fuel to the fire and any short term corrections likely engulf to new highs Any attention is good attention Unlike companies meme coins cannot be handed a cease and decist. Like AGI they grow beyond the efforts of the original creators taking on a life of their own" [X Link](https://x.com/anyuser/status/1766206063865454997) 2024-03-08T20:55Z 412.3K followers, 344.1K engagements "The memecoin mania really reminds me of the earlier days of crypto where theres a more level playing field for everyone Most older gen investors that overindex to safe proven sectors dont have a good framework for evaluating good long term bets here yet but some are starting to. Many dont get it Im happy for everyone that is winning especially the new generation" [X Link](https://x.com/anyuser/status/1766582702633779416) 2024-03-09T21:51Z 412.3K followers, 181.4K engagements "I am interested in launching the Microstrategy for Dogecoin There needs to be a vehicle in public equity markets for memes If you have a passion for memes corporate finance experience and Saylor like crackhead energy please reach out" [X Link](https://x.com/anyuser/status/1768194133636624708) 2024-03-14T08:35Z 412.3K followers, 279.7K engagements "Although memecoins are commonly analogized to casinos/lotteries the market for memes is probably 100x bigger. Memecoins are assets and people mentally are able to allocate ALOT more into what they perceive as an investment/asset compared to the entertainment expense of a few fun nights out at the casino. Think about it this way the global average spend across collective individual wealth into casinos is probably 2%. Very few people actually put everything on the table. How much might someone put into memecoins 1-5% if they are scared money 10-50% if they are more "degen"/risk tolerant 100+ if" [X Link](https://x.com/anyuser/status/1769472821191688654) 2024-03-17T21:16Z 412.3K followers, 604K engagements "Culture Coins: A new class of Memecoins You could consider all memecoins as coins of culture. Memes themselves are defined as elements of culture that are spread by individuals throughout the world. The first big memecoin Doge was based on a famous internet meme itself and the following wave of memecoins were mostly derivatives of Doge using animals as mascots. This cycle we've seen a new class of memecoins emerge. Coins that embody the beliefs of real world communities that have shared values identities lifestyles political views - Culture Coins. Given that the strength of memecoins are" [X Link](https://x.com/anyuser/status/1776851154221015382) 2024-04-07T05:55Z 412.3K followers, 477.3K engagements "In a few weeks I think you can expect these buying opportunities as huge gifts $60k BTC $130 SOL $2.30 WIF $6 TON We will have an onslaught of ETF approval headlines as the rest of the countries follow the lead of the US. The second wave of ETF inflows will kick in as wealth/asset management teams are cleared to solicit new customers for the ETF and rumors of mainland China access to BTC ETF start to bubble up Be the bottom you want to see in this market" [X Link](https://x.com/anyuser/status/1781158717918237029) 2024-04-19T03:11Z 412.3K followers, 355.9K engagements "It is possible that an ETH ETF approval is not just an isolated event but actually the first step of a complete U-Turn in the Democratic partys policy stance towards crypto In that case you are not bullish enough" [X Link](https://x.com/anyuser/status/1792691151335805226) 2024-05-20T22:57Z 412.3K followers, 182.5K engagements "Study May 2021" [X Link](https://x.com/anyuser/status/1805337347749560657) 2024-06-24T20:28Z 412.3K followers, 648.4K engagements "Crypto markets reach inflection points after sustained periods where trading behaviors become instilled and constantly rewarded Price dropped Bid Support level Bid Some negative sentiment Bid The markets train us just as Pavlov did his dogs At some point you run out of dogs" [X Link](https://x.com/anyuser/status/1807251568959361094) 2024-06-30T03:15Z 412.3K followers, 657.1K engagements "No matter what happens short term Bitcoin below $50k is deep fucking value I will no longer be betting on further downside for ETH. We may have further to fall but effort is better focused on scouting buying opportunities moving forward Don't cry because it's over. Smile because it happened I will no longer be betting on further downside for ETH. We may have further to fall but effort is better focused on scouting buying opportunities moving forward Don't cry because it's over. Smile because it happened" [X Link](https://x.com/anyuser/status/1820355932947206655) 2024-08-05T07:07Z 412.3K followers, 209.6K engagements "It seems that the vast majority of people are underestimating the pace of AI development which at this point is considerably compounding It will not take 5-15 years for society to be extremely reoriented - In the next [--] years there should already be an overwhelming wave of impact. Technological disruption of jobs economies society that will be felt at an unprecedented pace Many cite short term hype and the trough of disillusionment seemingly unaware that AI research and neural nets have been in research since the 1950s We've already had decades where nothing happens we are now in the period" [X Link](https://x.com/anyuser/status/1834209353630724502) 2024-09-12T12:36Z 412.3K followers, 345.6K engagements "The DeSci space right now feels like the early [----] DeFi days. Everything is still raw experimental but there's an underlying understanding from this involved that there is massive potential. It's likely that the current projects won't have the same model/product as they will in the future but that's because they are developing through iteration. It was this way with Maker Synthetix and Aave in [----] which were clunky microcaps that are now massive protocols Have found these to be the most interesting @bioprotocol @pumpdotscience @GLP1science Shill me more" [X Link](https://x.com/anyuser/status/1860722553326850398) 2024-11-24T16:30Z 412.3K followers, 375.5K engagements "People legit shorting this right now when its on a clear path up need to seek help One DOLLA" [X Link](https://x.com/Rewkang/status/1860973047592988723) 2024-11-25T09:05Z 412.3K followers, 38.8K engagements ".@PancakeSwap surpassed Coinbase Pro in volume today and 2.5x'd Uniswap volume This makes a DEX a top [--] exchange" [X Link](https://x.com/Rewkang/status/1381532956078993412) 2021-04-12T09:01Z 412.3K followers, [----] engagements "The strongest communities are those that resemble cults When I notice cult-like activity my instinct is to add to positions rather than to sell" [X Link](https://x.com/Rewkang/status/1386757518634930180) 2021-04-26T19:02Z 412.3K followers, [----] engagements "How do we get a bear market if $ETH is trending up on negative funding while 15% away from ATHs Serious question" [X Link](https://x.com/Rewkang/status/1467589161670660099) 2021-12-05T20:18Z 412.3K followers, [----] engagements "Taipei BAYC meeting ๐ฐ @BoredApeYC #BAYC #BoredApeYachtClub" [X Link](https://x.com/Rewkang/status/1479629679447494657) 2022-01-08T01:43Z 412.3K followers, [----] engagements "When @BoredApeYC launched [--] BTC = [---] Bored Apes Now [--] Bored Ape = [----] BTC" [X Link](https://x.com/Rewkang/status/1483652696989220869) 2022-01-19T04:09Z 412.3K followers, [----] engagements "1/ [----] Echo Bubble - Full thesis A thread presenting evidence for a mid term bottom and oncoming "echo bubble" with thorough confluence from technical analysis onchain data and exchange/derivatives data" [X Link](https://x.com/Rewkang/status/1615062480513863689) 2023-01-16T19:04Z 412.3K followers, 1.2M engagements "China Coin Narrative is here. Some of my favorites - $FIL (FIL) - $DOT - $VET - $EOS - $ICP - $KLAY (actually Korean but it might get confused) - $BNB (People always mistake CZ for Chinese Citizen) - $ETH (Vitalik has had multiple Chinese GFs)" [X Link](https://x.com/Rewkang/status/1626649903186182145) 2023-02-17T18:28Z 412.3K followers, 897.1K engagements "A lot of people in crypto that joined the last few years have never witnessed the power of a China pump since China whales were mostly net sellers from late [----] to [----] They only know the power of Korean pumps Let me tell you the economy of China is 10x and so are their pumps" [X Link](https://x.com/Rewkang/status/1627898898449571843) 2023-02-21T05:11Z 412.3K followers, 573K engagements "Blackrock filing for Bitcoin spot ETF with a 99.8% approval track record is the most positive news we've had in a while - potentially opening floodgates to 10's of billions of flows Yet $BTC only up 6% from news Feels like a mispricing Fun fact: BlackRock's record of getting ETFs approved by the SEC is 575-1. That's another reason this is so big they don't play around. Fun fact: BlackRock's record of getting ETFs approved by the SEC is 575-1. That's another reason this is so big they don't play around" [X Link](https://x.com/Rewkang/status/1670535636191961088) 2023-06-18T20:55Z 412.3K followers, 2.1M engagements "One must be careful not to be blinded by the permabear argument of no net new money flows into alts lest they wish to miss the outsized returns of non-bull market rallies The only requirement for these rallies is that demand exceeds supply for a multiweek period July [----] & Jan [----] saw many large/mid caps become multibaggers. And even with net outflows out of crypto some coins still trade at prices higher than the pre-rally levels Don't underestimate the impact of sidelined capital" [X Link](https://x.com/Rewkang/status/1707746818325659815) 2023-09-29T13:19Z 412.3K followers, 711.4K engagements "How to avoid getting BEAR HOLED and not miss epic rallies We've all been there - be on the right side of a downturn and then getting stuck in a bearish bias that leaves you sidelined or short squeezed when the next rally comes Most bear holes in crypto revolve around the mental model of rallies being implausible due to (1) No new flows entering the space (2) An overfocus on visible supply flows (mt gox US Gov coins Celsius FTX etc) First one must realize that no new $ needs to enter the space for rallies to occur given that all markets are momentum driven the only requirement is that short" [X Link](https://x.com/Rewkang/status/1716792698756296852) 2023-10-24T12:24Z 412.3K followers, 675.2K engagements "1/ The road ahead for Arbitrum ($ARB) - Mega thread [----] - Arbitrum launch [----] - Nitro upgrade for improved performance - Arbitrum Odyssey introduced but paused - Arbitrum Nova a separate chain built for lost-cost transactions focused on gaming and social apps was launched" [X Link](https://x.com/Rewkang/status/1741171612529856524) 2023-12-30T18:57Z 412.3K followers, 501.8K engagements "Bitcoin at $45k still feels mispriced for [----] ETF inflows and halving excitement Market consensus is that ETF is long term bullish for $BTC which is correct but the frontloading of ETF flows is underappreciated Consider that gold ETFs have $120B AUM with an average expense ratio of 0.6%. That's $720m a year in fees. Net Present Value of these fees is $10-20B+ So from launch day ETF issuers will be fighting an all-out land grab for $10-20B in future fees where every marketing dollar spent in [----] is 10x more important than marketing dollars spent in [----] since once customers choose an ETF" [X Link](https://x.com/Rewkang/status/1742011188609712263) 2024-01-02T02:33Z 412.3K followers, 2.3M engagements "The definition of insanity is repeatedly trying to long ETHBTC when longing SOLBTC (or SOLETH) is the much better trade in a bullish environment Over the first 6-7 years of ETH's life there was a lot of uncertainty and lack of education around $ETH. There were a lot of Bitcoin holders to be converted to Ethereum holders. And conversion in the opposite direction when market uncertainty increased. $ETH also became a "safe" risk on asset that traders could get into in size. That's what made it a great cross to trade. But over time people's allocation to eth vs btc started to harden and the" [X Link](https://x.com/Rewkang/status/1752166008868184205) 2024-01-30T03:05Z 412.3K followers, 806.5K engagements "Long term $BTC demand flows this year I approximate to be $40-130B+ One of the most common cardinal sins of crypto investors/traders is underappreciating the amount of wealth/income/liquidity in the world and its spillover into crypto. We hear stats about the market cap of gold stocks real estate so often that it likely turns into noise for many. Many in crypto get stuck in their own little crypto bubble but the more you travel and meet other business owners HNWI etc the more you realize how incomprehensibly massive the amount of $ there is in this world and how much of that can come into" [X Link](https://x.com/Rewkang/status/1756899751478620324) 2024-02-12T04:35Z 412.3K followers, 1.1M engagements "I had a $50k Portfolio in [----] by mid [----] had built this portfolio to the same magnitude as many of the brand name crypto funds in the space without taking on any outside capital The only way this was possible was by finding S tier teams with exceptional product potential early stage accumulating large % ownership of the projects (mostly via public markets) and hard supporting them until they became 100x+ some 1000x liquid investments. Support via token incentive/emissions design marketing/community development strategy DeFi integrations/partnerships exchange connections product design" [X Link](https://x.com/Rewkang/status/1759333681737457810) 2024-02-18T21:46Z 412.3K followers, 501.6K engagements "People are really calling top on memecoin season when BTC hasn't even crossed ATH yet Meme coins are a global shelling point for speculative liquidity. Anyone from any country can access them much more easily than any stock in the world. That's why Doge could rip so much harder than Gamestop. This is a multi month global momentum trade the froth of which you cannot possibly imagine. Total Memecoin market cap last cycle was $100b last cycle and we usually get multiples on MC highs every cycle It's not just retail that are coming in but also HWN traders hedge funds etc. Last cycle we saw [--] fig" [X Link](https://x.com/Rewkang/status/1763748242754269416) 2024-03-02T02:08Z 412.3K followers, 550.5K engagements "You get some really wonky stuff that happens in market trend transitions. Like large delta-neutral funds/institutions getting blown out on "risk free" spread trades (blockfi dcg/genesis 3ac Alameda etc) MSTR currently has $3b of short interest - roughly 20% of its float. I imagine a lot of that float is angry tradfi boomers trying to capture the premium to NAV The funny thing is that the premium went from 50% pre ETF to 13% post ETF but now has reached highs of 70% The bull market is not nearly over so you might get the opposite effect here where that spread blows out in a mega squeeze - $GME" [X Link](https://x.com/Rewkang/status/1764469993473822856) 2024-03-04T01:56Z 412.3K followers, 896.3K engagements "The momentum for SOL onchain activity is insane - its the premier place for all new users to shitcoin and find the next 1000x SOL is about to accrue a huge monetary premium because every dollar that goes into memecoins need to buy SOL first Study the Cambrian explosion on BSB last cycle and its effect on BNB Study the ICO effect on ETH in [----] Convincing reclaim of channel with imminent push above again. Couple this with the fact that most normies are trading memecoins from their phantom wallet and denominating in SOL Yea I think we go higher. https://t.co/Ft3a53hHEC Convincing reclaim of" [X Link](https://x.com/Rewkang/status/1765751838987444531) 2024-03-07T14:50Z 412.3K followers, 648.1K engagements "2024 Top Market Cap Coins [--]. Bitcoin [--]. Ethereum [--]. Solana 4-5. Doge/Shib [--]. BNB [--]. USDT 8-10. Pepe/WIF/TRUMP" [X Link](https://x.com/Rewkang/status/1765858044519289341) 2024-03-07T21:52Z 412.3K followers, 506.1K engagements "Theres going to be a seismic reallocation of value from real estate to crypto induced by consistently high rates Real estate math is pretty insane when you consider high rates fuck you on expenses (interest) + prices + relative yield vs other assets so real estate investors get triple compound fucked. It can be difficult to comprehend the amount of wealth in real estate but it's really gigantic. If you look at some of the richest people / families / businesses across all the world much of it is attributed to real estate because its traditionally been considered a good place to store value." [X Link](https://x.com/Rewkang/status/1767700347018002490) 2024-03-12T23:52Z 412.3K followers, 826.1K engagements "Apparently a fund blew out $1b+ on the MSTR-BTC spread trade today They covered into the close which is why BTC dumped and MSTR premium went to the highs PNL pocketed by based Saylor and will be put back into BTC You get some really wonky stuff that happens in market trend transitions. Like large delta-neutral funds/institutions getting blown out on "risk free" spread trades (blockfi dcg/genesis 3ac Alameda etc) MSTR currently has $3b of short interest - roughly 20% of its float. I https://t.co/JOPSlr6SHH You get some really wonky stuff that happens in market trend transitions. Like large" [X Link](https://x.com/Rewkang/status/1768382949781647733) 2024-03-14T21:05Z 412.3K followers, 1.2M engagements "Cant wait for the Bloomberg piece explaining why Solana hit ATHs" [X Link](https://x.com/Rewkang/status/1769669614399549551) 2024-03-18T10:18Z 412.3K followers, 72.7K engagements "Still Alive Just been busy thinking about how much market share cats take up in a dogs world More meme talk soon" [X Link](https://x.com/Rewkang/status/1774195106905530654) 2024-03-30T22:00Z 412.3K followers, 216.6K engagements "We live in a world where cats are just as populous as dogs People will talk about Cat coin dominance just as they talk about ETH dominance We are at the early stages of this cat coin dominance run Submit" [X Link](https://x.com/Rewkang/status/1774933128584319330) 2024-04-01T22:53Z 412.3K followers, 233.5K engagements "I expect $BTC to touch $80k by May Between $80k and $100k there will be significant supply to work through. However asset/wealth manager sales teams will be cleared to hard sell the ETFs very soon so clearing this supply could only take a month. Up to [--] on the longer end. Once the $100k barrier is broken we go on another huge run again. Because who waits until $110k $115k $120k to sell BTC breaking the 100k barrier will be in everyones mind but little supply available for buyers Understand that we are no longer in the era of single entities pushing up BTC. Our move upwards will be driven by" [X Link](https://x.com/Rewkang/status/1778505879656280435) 2024-04-11T19:30Z 412.3K followers, 401.1K engagements "Army of wealth advisors are about to be activated by major banks for the biggest product launch in over a decade HK ETF slated to launch on Monday This is ETF Wave [--] 80ks by May We touch 100k By End of summer SOL new highs Memes are beta https://www.theblock.co/post/290782/morgan-stanley-bitcoin-etfs https://www.theblock.co/post/290782/morgan-stanley-bitcoin-etfs" [X Link](https://x.com/Rewkang/status/1783460174952337664) 2024-04-25T11:36Z 412.3K followers, 545.6K engagements "2 truths and a lie - The meme cycle is not close to over - SOL outperforms ETH this cycle - Ducks are superior to dogs" [X Link](https://x.com/Rewkang/status/1792513272295399927) 2024-05-20T11:10Z 412.3K followers, 150.7K engagements "The most common mistake you see in crypto markets is buying too early when the trend has inflected from up to down Corrections from big market structure breaks are always deeper and longer than most expect You do not buy when a few people are bearish 10% off BTC highs. Some people need to sell for price to go down after all You buy for the next cycle when everyone is liquidated people leave the space majority of people question whether crypto is dead forever Crypto markets reach inflection points after sustained periods where trading behaviors become instilled and constantly rewarded Price" [X Link](https://x.com/Rewkang/status/1809943914184651070) 2024-07-07T13:33Z 412.3K followers, 604.3K engagements "ETH heading close to $3600 pre-ETF on this relief rally Still believe ETHBTC will be down for a while after ETF approval/launch BTC stronger than anticipated in the face of poor market structure dynamics leads me to believe that there are likely some unannounced major developments being front-run. Potentially: - Major new market entrants (Dell) - China softening of crypto policy/ETF introduction - Other major Nation-state level moves towards embracing BTC (USGov) If so then we may have bottomed at my initial estimate of low $50ks and invalidated on revised estimate of $40ks Most alts still" [X Link](https://x.com/Rewkang/status/1812979852129210477) 2024-07-15T22:37Z 412.3K followers, 1.1M engagements "$BTC now being rumored to be pushed forward as a national asset held as treasury reserve as a platform for many politicians Whether they are successful or not in the first attempt doesnt matter because BTC now has an extremely visible asymmetric upside scenario If successful there are very plausible asymmetric mid term scenarios for $500k+ $1m+ price targets and even if you have probabilities of that at 5% 10% Bitcoin here is very underpriced because the market just moved up from 1% US executing on this would undoubtedly have many other countries following its lead On top of all this you have" [X Link](https://x.com/Rewkang/status/1814346998566342800) 2024-07-19T17:10Z 412.3K followers, 836.2K engagements "I will no longer be betting on further downside for ETH. We may have further to fall but effort is better focused on scouting buying opportunities moving forward Don't cry because it's over. Smile because it happened https://t.co/On2KWjAlLx https://t.co/On2KWjAlLx" [X Link](https://x.com/Rewkang/status/1820277199624159354) 2024-08-05T01:54Z 412.3K followers, 465.5K engagements "It seems as if @MustStopMurad's talk at Token2049 has catalyzed the next wave of capital reallocation into memecoins Popcat seems to be one of the beneficiaries of these capital flows - now in price discovery Setting up to join the [--] greats of this cycle - BONK WIF PEPE FLOKI" [X Link](https://x.com/Rewkang/status/1842565172327809097) 2024-10-05T13:59Z 412.3K followers, 656.8K engagements "CT isnt what it used to be It used to be one of the best places for genuine discourse Going to try a telegram channel for more unfiltered market views trade/investment ideas discussion etc This is a [--] IQ Cycle https://t.me/fiftyiq https://t.me/fiftyiq" [X Link](https://x.com/Rewkang/status/1853573711770869854) 2024-11-04T23:03Z 412.3K followers, 228.3K engagements "Used to think ETH and ETHBTC were overhyped going into the ETH ETF but with Trumps proceeds from WLFI being used to buy $ETH and pro ETH/DeFi SEC and CFTC chairs being nominated and the ETHE overhang + ETF hype cleared this coin dont look too bad anymore" [X Link](https://x.com/Rewkang/status/1867079529161953619) 2024-12-12T05:30Z 412.3K followers, 177K engagements "The winning AI agent platform will be the one with the most developer functionality Developer functionality - More expressive more versatile agents able to do more things The best platforms have been the ones that maximize what people can build/do - this is true for software media games etc Definitely includes agent platforms" [X Link](https://x.com/Rewkang/status/1874854772248858895) 2025-01-02T16:26Z 412.3K followers, 255.9K engagements "2025 SOL ETF Trade - SOL retraced most of post Trump Election pump - Almost a given SOL ETF approved this year if not in Q1 with approval deadlines in Jan-March - No grayscale Overhang like you had with ETH - Solana valued relatively cheap compared to its network usage and growth rate Keep it simple" [X Link](https://x.com/Rewkang/status/1876701509825835332) 2025-01-07T18:44Z 412.3K followers, 792.6K engagements "Leverage on $ETH is almost twice of where it was post ETF rally It seems we have learned nothing" [X Link](https://x.com/Rewkang/status/1878506553654776056) 2025-01-12T18:17Z 412.3K followers, 363.4K engagements "There's a decent argument for $TRUMP to go absolutely ballistic to $100b circulating market cap/$500m fdv and flip Doge - Investing in $TRUMP feels a lot more palatable and attractive to invest in the trump brand than some random dog coin. Even though there is no value for the coin there is an aura of value - Last cycle people didn't know memecoins could create so much wealth. There's now precedent with Doge & Shib so people will be willing to risk much more - There is more money in the economy now than in [----] (stocks + btc higher) - Trump has more global mindshare than Elon & he really has" [X Link](https://x.com/Rewkang/status/1880954622346739831) 2025-01-19T12:25Z 412.3K followers, 422K engagements "A lot of leverage on $ETH is vulnerable below 3k $2200 - $2500 seems reasonable $ETH has added $10b+ in leverage since the election This unwind will be painful but $ETH won't go to zero It will simply range from $2k to $4k for a very long time The bright side is that Vitalik has adopted MooDeng https://t.co/BOGnHohcBQ $ETH has added $10b+ in leverage since the election This unwind will be painful but $ETH won't go to zero It will simply range from $2k to $4k for a very long time The bright side is that Vitalik has adopted MooDeng https://t.co/BOGnHohcBQ" [X Link](https://x.com/Rewkang/status/1884359423558312246) 2025-01-28T21:54Z 412.3K followers, 503.3K engagements "Buying liquidation cascades like these are one of the [--] times a year you shove and buy everything hand over fist A gift" [X Link](https://x.com/Rewkang/status/1886246546934813069) 2025-02-03T02:53Z 412.3K followers, 330.5K engagements "Trump Put potentially in" [X Link](https://x.com/Rewkang/status/1909971579200479662) 2025-04-09T14:08Z 412.3K followers, 523.8K engagements "Trump gave us a paid group signal for free Trump Put potentially in https://t.co/hYkgbYTECr Trump Put potentially in https://t.co/hYkgbYTECr" [X Link](https://x.com/Rewkang/status/1910023613329121418) 2025-04-09T17:34Z 412.3K followers, 225.5K engagements "Trade war causing capitulation and Trump Put coming in are the perfect combination for $BTC to reverse a multi month downtrend Send it Trump Put potentially in https://t.co/hYkgbYTECr Trump Put potentially in https://t.co/hYkgbYTECr" [X Link](https://x.com/Rewkang/status/1911062532435136911) 2025-04-12T14:23Z 412.3K followers, 328.4K engagements "It's extremely difficult for most people to conceptualize technological revolutions that create industries that are exponentially larger than currently exist - multi decatrillion dollar market caps In [----] before the iPhone came out Apple was a $60b company and no one would've believed that it would become the $3T company it is today as that would be 10x larger than the largest company of that time - Exxon Embodied intelligence will change the world as much as the smart phone or car Jobs requiring physical labor will become a relic of the past Humanoid robotics is one of the few and obvious 0" [X Link](https://x.com/Rewkang/status/1912084678867370229) 2025-04-15T10:04Z 412.3K followers, 392.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Rewkang Andrew KangAndrew Kang posts on X about crypto, bitcoin, the most, cycle the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 49.56% cryptocurrencies 48.67% stocks 9.73% countries 5.31% exchanges 2.65% technology brands 2.65% financial services 2.65% automotive brands 1.77% events 0.88% social networks 0.88%
Social topic influence crypto #7293, bitcoin 11.5%, the most 11.5%, cycle 10.62%, $eth 9.73%, $btc 8.85%, ai 7.08%, momentum #1061, we are 6.19%, the world 6.19%
Top accounts mentioned or mentioned by @figurerobot @apptronik @boredapeyc @c2mtrading @grok @0xsammy @virtualsio @qnt800 @mapleleafcap @pentosh1 @tokabu777 @btc_minded @aeontrux @apolloparodybot @roninmma_ @mechanismcaps @ethena @pumpdotfun @nousresearch @primeintellect
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) BlackRock Inc (BLK) Solana (SOL) Tesla, Inc. (TSLA) Official Trump (TRUMP) BNB (BNB)
Top posts by engagements in the last [--] hours
"For more than a decade Bitcoin and Altcoins have run along parallel tracks We are at a point in time where those tracks start to split off On a long time horizon one can go one direction and the other the opposite"
X Link 2024-06-17T10:32Z 412.2K followers, 465.3K engagements
"Advancements in humanoid robotics are now occurring at 10x the rate of the previous decades Working in this industry might be one of the coolest things you ever do Introducing Helix our newest AI that thinks like a human To bring robots into homes we need a step change in capabilities Helix can generalize to any household item ๐งต https://t.co/sPzPV4B50J Introducing Helix our newest AI that thinks like a human To bring robots into homes we need a step change in capabilities Helix can generalize to any household item ๐งต https://t.co/sPzPV4B50J"
X Link 2025-02-20T17:01Z 412.3K followers, 60.3K engagements
"I havent paid close attention to crypto last few months but it seems high probability that $ETH revisits $1000-1500 this year $215B market cap for a negative growth/profitability asset is ridiculous when its clear speculative winds have already blown past Bear thesis stands A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime but generally the first big one was the https://t.co/CFKecFHg5W A common comparison for"
X Link 2025-04-06T10:40Z 412.2K followers, 444.2K engagements
"This past year has been one of the most interesting of @MechanismCap's history We continued to back some stellar crypto teams across synthetic dollars (@ethena) memecoins (@pumpdotfun) distributed AI systems (@NousResearch + @PrimeIntellect) and consumer (@defiapp) But we also expanded heavily into Deeptech backing companies in Robotics (@Figure_robot + @Apptronik) Brain Emulation and Nuclear The pace of change in the world is the highest it's ever been and its a great time to be part of it New Investments New Website Still investing on the frontier https://t.co/esn1D02Niq New Investments New"
X Link 2025-05-13T13:21Z 412.3K followers, 98.4K engagements
"If you want to be involved in research that helps shape government policy for robotics shoot me a DM. We are hiring"
X Link 2025-12-13T22:28Z 412.3K followers, 15K engagements
"2025 was an insane year for robotics research Long time model architecture/training challenges were solved and major progress was made on data collection techniques understanding data quality and data recipe. This gives Physical AI companies the confidence to finally start investing in large scale data collection. You saw companies like Figure Dyna and PI reach 99% success rates in real life deployments in diverse settings by leveraging RL innovations. Many frameworks were developed for self improving and self-recovering robot models. Researchers figured out how to prevent overfitting in VLA"
X Link 2026-01-02T05:21Z 412.2K followers, 120.4K engagements
"@0xSammy @x402guard @virtuals_io Crypto is not the correct way to allocate to this thesis"
X Link 2026-02-08T22:24Z 412.3K followers, [----] engagements
"The following essay is adapted from Mechanism Capital's Apptronik Thesis ______________________________________________________________________________ Across history each wave of innovation has http://x.com/i/article/1968143528892194816 http://x.com/i/article/1968143528892194816"
X Link 2025-09-17T19:11Z 412.3K followers, 366.3K engagements
"@Apptronik Accelerate"
X Link 2026-02-12T22:32Z 412.3K followers, [----] engagements
"Most market participants are not appreciating the significance of a potential loss of a 4-month range on Bitcoin The closest parallel we can draw is to that of the range of May [----] where we also came off a parabolic rally of BTC and alts $50B+ of crypto leverage here is similarly at near an ATH (chart does not include CME which is higher) but compounded by the fact that in this scenario we have ranged even longer (18 weeks vs 13) and we have not had extreme washouts yet while we had a few in the middle of the 2020-2021 bull market It's likely that my initial estimates of low $50ks were too"
X Link 2024-07-03T16:55Z 412.3K followers, 675.6K engagements
"The period of easy mode shorting is over Everyday the probability of violent short squeezes grows higher followed by periods of chop and reduced volatility The best use of your time will be investing in humanoid robotics. One of the most asymmetric investment opportunities of our lifetime"
X Link 2025-02-08T00:21Z 412.3K followers, 325.1K engagements
"Some people are skeptical about US Humanoid valuations Unitree will likely trade at $20-50B valuation after they IPO next year Unitree has sold around 10k humanoids. This is less than 0.01% of projected annual humanoid sales Potential of this industry is underappreciated Assume [--] robot = $50k [------] robots = $5B revenue 1M robots = $50B 10M robots = $500B 100M robots = $5T 1B robots = $50T 20b robots = $1 Quadrillion Humanoid robots will be the biggest product market in the history of ever by magnitudes The future largest companies will be Assume [--] robot = $50k [------] robots = $5B revenue 1M"
X Link 2025-11-13T11:32Z 412.3K followers, 85.7K engagements
"The fact of the matter is that Arbitrum is the fastest growing blue chip chain not yet valued at blue chip status and will rerate to be top of the alt L1/L2 stack Arbitrum IS the fastest horse"
X Link 2023-04-15T23:57Z 412.3K followers, 417.8K engagements
"The New King of Money Markets The @RDNTCapital Thesis"
X Link 2023-06-07T17:22Z 412.3K followers, 939.8K engagements
"The Slerf saga is one of the most retarded and beautiful things Ive ever witnessed in crypto For that reason Im in I didn't realize how dumb the people we're trading with are until I listened to the Slurf spaces. I didn't realize how dumb the people we're trading with are until I listened to the Slurf spaces"
X Link 2024-03-18T21:59Z 412.3K followers, 565.5K engagements
"In February I made a $19M investment in @Figure_robot Its the largest venture check Ive written and its also the most excited Ive been about a world changing technological revolution since diving into Bitcoin/crypto The human labor market is arguably the biggest in the world - $42T - standing at half of global GDP. Combined with an increasing labor shortage crisis Humanoid robotics are set to spawn multiple trillion dollar companies. It is really an inevitability that robots replace man for most functions. First in the warehouse then in the factory then in most service functions etc"
X Link 2024-04-04T05:06Z 412.3K followers, 577.7K engagements
"Crypto will continue to expand because it is vastly better than both casinos and other trading markets in terms of [--]. volatility [--]. variety [--]. complexity [--]. social component [--]. higher odds of developing an edge It is simply the most engaging multi player money game"
X Link 2024-04-16T21:44Z 412.3K followers, 120.2K engagements
"Memecoins pumping are no longer indicators of local tops because memecoins are no longer the last rung of desirability as a sector In fact they are the sector that new capital allocators believe in the MOST Memes have and will lead the market Adapt or die"
X Link 2024-05-29T07:38Z 412.3K followers, 346.7K engagements
"The BTC ETFs opened the door for many new buyers to make bitcoin allocations within their portfolio. The impact of ETH ETFs is a lot less clear-cut. I was vocally bullish for Bitcoin at $25k when the http://x.com/i/article/1804696280545034240 http://x.com/i/article/1804696280545034240"
X Link 2024-06-23T04:37Z 412.3K followers, 2.4M engagements
"With Mt Gox German coins ETF selling on the horizon I do not believe that support levels and ranges will hold NVDA looking like a local top The only buyers seem to be leverage and short term traders knife catching These moves typically result in a multi billion dollar cascade That will be the signal The current market environment reminds me quite a lot of May [----] not June [----] actually and definitely not December [----] We had become accustomed to up only all dips were for bidding and got turbo reversed. We had a big correction from 64k to 45k and everyone bought expecting The current market"
X Link 2024-06-24T12:40Z 412.3K followers, 304.2K engagements
"If you believe that the market is going much higher from here and that there will be excess then you have to believe that the NFT market will come back as a way for people to digitally flex Memecoins definitely sucked some speculative energy from NFTs but at this point anyone still holding is not looking to sell. There's no supply so it only takes a small wave to get momentum going again. You have Azuki launching @animecoin soon as well as other top projects potentially doing the same which could be your catalysts This is why I think $BLUR is a good bet to go much higher from here. With most"
X Link 2024-11-25T08:41Z 412.3K followers, 291.7K engagements
"Eth NFT volumes 3x off the lows and if growth stays strong veBLUR gonna cook https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040 https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040"
X Link 2024-12-04T12:17Z 412.3K followers, 22.6K engagements
"Humanoid robotics is one of the few and obvious [--] to decatrillion opportunities in my life Similar to Bitcoin in [----] but with larger TAM It's at this point before mainstream hype that you should have maximal exposure. Few have exposure and those that do are undersized"
X Link 2025-03-13T02:56Z 412.3K followers, 1.4M engagements
"Everyone asking how to get exposure - Tesla is the clearest Public market pick. Tesla will be one of the top humanoid companies in the world along with @Figure_robot and @Apptronik"
X Link 2025-03-13T03:02Z 412.3K followers, 151.6K engagements
"๐จ Money stuck at @BankofAmerica ๐จ Employees provided WRONG information on wire limits and now my money is stuck. Customer Service unable to help I will send $10000 to a random person that likes and retweets this post. Reporters feel free to reach out. @DavidCTyrie @KatyAKnox @hollyaoneill @Raulanaya99"
X Link 2025-05-16T19:22Z 412.3K followers, 287.3K engagements
"Unlike the launch of the ETH ETF the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out what happens when that buying dissipates https://t.co/On2KWjAlLx https://t.co/On2KWjAlLx"
X Link 2025-08-16T20:30Z 412.3K followers, 954.3K engagements
"Would estimate we're about to hit $5b in ETH liquidations across exchanges Taking us down to $3.2k - $3.6k Good night Unlike the launch of the ETH ETF the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out what happens when that buying dissipates Unlike the launch of the ETH ETF the launch of ETH DATs actually brought meaningful demand But the similarity is that there is likely $10b+ momentum capital frontrunning future buying The market is not ready to find out"
X Link 2025-08-18T04:06Z 412.3K followers, 820.9K engagements
"Were excited to colead Dynas Series A with a $68M investment Dyna is one of the ONLY companies that have performant physical intelligence models that are ready to be deployed in the real world Physical AGI is coming Make sure to follow @Lindon_Gao @JasonMa2020 @YorkYang5050 Excited to announce that we have raised $120M in our Series A to advance the frontier of general-purpose high-performance robots. ๐ค The new funding will accelerate progress towards our mission of bringing foundation-model powered robots to everyone everywhere. Read more ๐ https://t.co/snfTuNGFDQ Excited to announce that"
X Link 2025-09-16T00:49Z 412.3K followers, 423.6K engagements
"Ethereum is Luna [---] https://t.co/HM01BJJwKB https://t.co/HM01BJJwKB"
X Link 2025-09-25T06:46Z 412.3K followers, 805.8K engagements
"$VIRTUAL is one of the few crypto projects that is doing legitimate things in the robotics sector They are coinvested with us on Robotics deals building a large open source robot training data collection system and developing a commerce protocol for an autonomous machine economy VIRTUAL chart is very reminiscent of SOL early days around $1 - $2. Think people are vastly underestimating the size of the agentic economy and don't realize how absurdly high this chart can go when crypto market conditions improve. https://t.co/iuXz0nJ2XA VIRTUAL chart is very reminiscent of SOL early days around $1"
X Link 2025-11-01T00:35Z 412.3K followers, 680.3K engagements
"CZ has only ever disclosed owning BTC and BNB so this seems pretty significant Full disclosure. I just bought some Aster today using my own money on @Binance. I am not a trader. I buy and hold. https://t.co/wvmBwaXbKD Full disclosure. I just bought some Aster today using my own money on @Binance. I am not a trader. I buy and hold. https://t.co/wvmBwaXbKD"
X Link 2025-11-02T17:07Z 412.3K followers, 451.6K engagements
"$TRUMP bottomed at $25 - 68% drawdown from highs - [--] days of downward trend - Bottoming structure momentum reversing - Still barely $6b market cap for a brand more known than Ethereum Target: Top [--] Coin"
X Link 2025-01-28T00:25Z 412.3K followers, 460.5K engagements
"Tom Lee's ETH thesis is one of the most retarded combinations of financially illiterate arguments I've seen from a well known analyst I've seen in a while. Let's break them down. Tom's thesis is http://x.com/i/article/1964479473161555968 http://x.com/i/article/1964479473161555968"
X Link 2025-09-24T09:30Z 412.3K followers, 2M engagements
"Tom Lee literally top blasted top of a [--] year range delivering unprecedented amounts of exit liquidity to crypto natives including ETH foundation and ETH cofounders. Similar to Celsius in 21/22 Not surprising that a boomer would back a boomer zombie tech asset A common comparison for Ethereum is that of a tech stock If that is the case then the best proxy would be Intel. At one time one of the hottest things in the world with unbounded growth expectations A few bubbles later in its lifetime but generally the first big one was the https://t.co/CFKecFHg5W A common comparison for Ethereum is"
X Link 2025-09-26T03:35Z 412.3K followers, 375.2K engagements
"Robot models don't have the benefit of internet scale data that LLMs do Tesla Google Meta are all massively ramping up creation of proprietary robot training data Token incentives could potentially create the largest open source robot training data set Cool work by @virtuals_io https://t.co/OF6ELTk0qe https://t.co/OF6ELTk0qe"
X Link 2025-10-31T18:13Z 412.3K followers, 128.9K engagements
"China's explosive growth in robotics has been partially driven by massive government investment Not many know that China has a [--] Trillion RMB robotics fund in addition to many local/regional funds Seems likely we'll see similar initiatives from this US administration TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and is all in on accelerating the sectors development TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico"
X Link 2025-12-13T22:28Z 412.3K followers, 62.8K engagements
"2025 taught us how to architect Physical AI models and training pipelines [----] is the year where we see the results of scaling robotics data collection [----] is going to be a huge year for embodied AI [----] is going to be a huge year for embodied AI"
X Link 2025-12-21T22:45Z 412.3K followers, 193.4K engagements
"The last crypto bubbles were an extreme misallocation of capital especially in the backdrop of the 4th Industrial Revolution enabled by AI The bubbles were driven by excess liquidity seeking world changing technology. This technology has arrived in the form of AI and Robotics which will drive and capture real economic value. Given the effects on productivity efficiency and development speed we will see a new normal of double digit economic growth across both new companies and also tangential companies It is not too late to get involved the 4th Industrial Revolution is just starting Crypto to"
X Link 2026-02-02T03:56Z 412.3K followers, 212.3K engagements
"For those that have experienced atleast one market cycle you build an instinct to be wary of price appreciation that greatly outpaces the historical rate. Seeing the Dot Com bubble [----] GFC all the http://x.com/i/article/2020548108837412864 http://x.com/i/article/2020548108837412864"
X Link 2026-02-08T18:09Z 412.3K followers, 2.8M engagements
"Understand Reflexivity Seek non-linear impacts Discover convex outcomes https://t.co/YU33t4yLWN https://t.co/YU33t4yLWN"
X Link 2026-02-11T03:55Z 412.3K followers, 75.1K engagements
"Netherlands will become a future US colony BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-14T15:31Z 412.3K followers, 147.3K engagements
"going to be a big week ZK Layer [--] $GME GameFi Trifecta of Narratives $LRC ZK Layer [--] $GME GameFi Trifecta of Narratives $LRC"
X Link 2021-12-06T16:08Z 412.3K followers, [----] engagements
"Sensing major confluence on $LINK - Eric Schmidt joining as advisor - CCIP & Staking in [----] - Bottoming pattern against BTC and ETH - Foundation stopped weekly dumping - Literally powering 1000+ applications w/ 90%+ market share on every chain"
X Link 2022-01-08T22:46Z 412.3K followers, [----] engagements
"Have been accumulating @AzukiZen as my second high conviction collection after @BoredApeYC Pretty happy with how the team has shaped out after [--] months"
X Link 2022-03-24T17:24Z 412.3K followers, [----] engagements
"Have debated many questions with @samkazemian that I am curious public opinion on: - Should Frax use seigniorage to acquire $ETH collateral as Luna does with $BTC - What is the appropriate pace of reserve accumulation - Should Frax offer a fixed single sided interest rate"
X Link 2022-04-03T13:28Z 412.3K followers, [--] engagements
"No wonder why the $BTC pumps have been so pathetic. Whenever anyone bought spot on FTX Alameda would just dump it after"
X Link 2022-11-12T22:39Z 412.3K followers, [----] engagements
"Caroline and other Alameda/FTX executives are on the run Whereabouts are unknown but I have set the trap to sniff them out Be patient friends justice will be served"
X Link 2022-11-16T21:34Z 412.3K followers, [----] engagements
"First he came for Mango and I did not speak out for I am not an investor Then he came for USDT and I did not speak out for he did not pose a risk Now he tries to hunt the loan of one of the godfather's of DeFi and that's when the foot is put down to defend"
X Link 2022-11-22T12:03Z 412.3K followers, [----] engagements
"Reflections on this analysis [--] years later $BNB has indeed become a multifaceted coin - MOE within BSC ecosystem & IRL - Operating capital for most crypto traders - Better SOV than $BTC and $ETH - Launchpad access card Tend to think $BNB and @cz_binance continue to outperform #binance Coin has aspirations beyond being a simple discount utility token - it's a multifaceted coin on its path to becoming a medium of exchange store of value among many other things. I write about this in my most recent post. @cz_binance https://t.co/BQefAS8xoE #binance Coin has aspirations beyond being a simple"
X Link 2022-11-26T05:16Z 412.3K followers, [----] engagements
"$30-40k $BTC $2k-$2.8k $ETH Bears are haram"
X Link 2023-01-27T17:19Z 412.3K followers, 787.6K engagements
"Not only has sidelined capital come into markets but so has fresh capital and many sharp players of last cycle are also re-entering the space NFTs are next up for a resurgence Last cycle highs of $10B was merely a test pump. If momentum for crypto continues and @Memeland as a bellwether then we shall see what a real NFT bubble looks like. Educate yourself on what the market size can really become https://www.mechanism.capital/nft-market-size/ One must be careful not to be blinded by the permabear argument of no net new money flows into alts lest they wish to miss the outsized returns of"
X Link 2023-11-10T18:55Z 412.3K followers, 302K engagements
"We are going to reach some serious levels of mental retardation for memecoins this cycle Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in but the payouts and odds aren't the same. That's where the skill comes in - the jackpot winners don't come from pure luck but ability and everyone believes that they can find the next winner. And the more people that they get to buy the same tickets at them the more likely they and their friends win - that's the best feeling - winning together. It's a"
X Link 2024-03-02T23:27Z 412.3K followers, 1M engagements
"This is a massive deal These investment funds see massive passive inflows which means the more investment funds that incorporate these ETFs the larger the constant TWAP will be on BTC and btw its permanent So fucking bullish it hurts Wall Street firms continue to file for Bitcoin ETF exposure in their in-house investment funds. You're going to see a lot of this in coming months. After the close of trading today BlackRock filed with the SEC for its Strategic Income Opportunities Portfolio: "The Fund may Wall Street firms continue to file for Bitcoin ETF exposure in their in-house investment"
X Link 2024-03-04T21:59Z 412.3K followers, 261.9K engagements
"We are at the funnest part of the parabola for memecoins where theyve confirmed enough momentum for attention to 100x but the biggest mainstream influencers & celebrities arent shilling yet But trust me they love this stuff just like they loved NFTs and they will be coming as soon as next few days weeks We are seeing the emergence of memecoins [---] aka culture coins that target specific audiences/ideologies/groups of people. Every celeb/influencer will have their favorite coin theyve partnered with and it will mostly be for coins not on exchanges which means new $ will come on chain buying"
X Link 2024-03-08T03:51Z 412.3K followers, 368.2K engagements
"This cycle you will see many meme coins that mirror/parody the names of big brands and people I expect these brands/people try to protect themselves by distancing themselves from the token once they reach a point that cannot be ignored While we are in the bull this will only add fuel to the fire and any short term corrections likely engulf to new highs Any attention is good attention Unlike companies meme coins cannot be handed a cease and decist. Like AGI they grow beyond the efforts of the original creators taking on a life of their own"
X Link 2024-03-08T20:55Z 412.3K followers, 344.1K engagements
"The memecoin mania really reminds me of the earlier days of crypto where theres a more level playing field for everyone Most older gen investors that overindex to safe proven sectors dont have a good framework for evaluating good long term bets here yet but some are starting to. Many dont get it Im happy for everyone that is winning especially the new generation"
X Link 2024-03-09T21:51Z 412.3K followers, 181.4K engagements
"I am interested in launching the Microstrategy for Dogecoin There needs to be a vehicle in public equity markets for memes If you have a passion for memes corporate finance experience and Saylor like crackhead energy please reach out"
X Link 2024-03-14T08:35Z 412.3K followers, 279.7K engagements
"Although memecoins are commonly analogized to casinos/lotteries the market for memes is probably 100x bigger. Memecoins are assets and people mentally are able to allocate ALOT more into what they perceive as an investment/asset compared to the entertainment expense of a few fun nights out at the casino. Think about it this way the global average spend across collective individual wealth into casinos is probably 2%. Very few people actually put everything on the table. How much might someone put into memecoins 1-5% if they are scared money 10-50% if they are more "degen"/risk tolerant 100+ if"
X Link 2024-03-17T21:16Z 412.3K followers, 604K engagements
"Culture Coins: A new class of Memecoins You could consider all memecoins as coins of culture. Memes themselves are defined as elements of culture that are spread by individuals throughout the world. The first big memecoin Doge was based on a famous internet meme itself and the following wave of memecoins were mostly derivatives of Doge using animals as mascots. This cycle we've seen a new class of memecoins emerge. Coins that embody the beliefs of real world communities that have shared values identities lifestyles political views - Culture Coins. Given that the strength of memecoins are"
X Link 2024-04-07T05:55Z 412.3K followers, 477.3K engagements
"In a few weeks I think you can expect these buying opportunities as huge gifts $60k BTC $130 SOL $2.30 WIF $6 TON We will have an onslaught of ETF approval headlines as the rest of the countries follow the lead of the US. The second wave of ETF inflows will kick in as wealth/asset management teams are cleared to solicit new customers for the ETF and rumors of mainland China access to BTC ETF start to bubble up Be the bottom you want to see in this market"
X Link 2024-04-19T03:11Z 412.3K followers, 355.9K engagements
"It is possible that an ETH ETF approval is not just an isolated event but actually the first step of a complete U-Turn in the Democratic partys policy stance towards crypto In that case you are not bullish enough"
X Link 2024-05-20T22:57Z 412.3K followers, 182.5K engagements
"Study May 2021"
X Link 2024-06-24T20:28Z 412.3K followers, 648.4K engagements
"Crypto markets reach inflection points after sustained periods where trading behaviors become instilled and constantly rewarded Price dropped Bid Support level Bid Some negative sentiment Bid The markets train us just as Pavlov did his dogs At some point you run out of dogs"
X Link 2024-06-30T03:15Z 412.3K followers, 657.1K engagements
"No matter what happens short term Bitcoin below $50k is deep fucking value I will no longer be betting on further downside for ETH. We may have further to fall but effort is better focused on scouting buying opportunities moving forward Don't cry because it's over. Smile because it happened I will no longer be betting on further downside for ETH. We may have further to fall but effort is better focused on scouting buying opportunities moving forward Don't cry because it's over. Smile because it happened"
X Link 2024-08-05T07:07Z 412.3K followers, 209.6K engagements
"It seems that the vast majority of people are underestimating the pace of AI development which at this point is considerably compounding It will not take 5-15 years for society to be extremely reoriented - In the next [--] years there should already be an overwhelming wave of impact. Technological disruption of jobs economies society that will be felt at an unprecedented pace Many cite short term hype and the trough of disillusionment seemingly unaware that AI research and neural nets have been in research since the 1950s We've already had decades where nothing happens we are now in the period"
X Link 2024-09-12T12:36Z 412.3K followers, 345.6K engagements
"The DeSci space right now feels like the early [----] DeFi days. Everything is still raw experimental but there's an underlying understanding from this involved that there is massive potential. It's likely that the current projects won't have the same model/product as they will in the future but that's because they are developing through iteration. It was this way with Maker Synthetix and Aave in [----] which were clunky microcaps that are now massive protocols Have found these to be the most interesting @bioprotocol @pumpdotscience @GLP1science Shill me more"
X Link 2024-11-24T16:30Z 412.3K followers, 375.5K engagements
"People legit shorting this right now when its on a clear path up need to seek help One DOLLA"
X Link 2024-11-25T09:05Z 412.3K followers, 38.8K engagements
".@PancakeSwap surpassed Coinbase Pro in volume today and 2.5x'd Uniswap volume This makes a DEX a top [--] exchange"
X Link 2021-04-12T09:01Z 412.3K followers, [----] engagements
"The strongest communities are those that resemble cults When I notice cult-like activity my instinct is to add to positions rather than to sell"
X Link 2021-04-26T19:02Z 412.3K followers, [----] engagements
"How do we get a bear market if $ETH is trending up on negative funding while 15% away from ATHs Serious question"
X Link 2021-12-05T20:18Z 412.3K followers, [----] engagements
"Taipei BAYC meeting ๐ฐ @BoredApeYC #BAYC #BoredApeYachtClub"
X Link 2022-01-08T01:43Z 412.3K followers, [----] engagements
"When @BoredApeYC launched [--] BTC = [---] Bored Apes Now [--] Bored Ape = [----] BTC"
X Link 2022-01-19T04:09Z 412.3K followers, [----] engagements
"1/ [----] Echo Bubble - Full thesis A thread presenting evidence for a mid term bottom and oncoming "echo bubble" with thorough confluence from technical analysis onchain data and exchange/derivatives data"
X Link 2023-01-16T19:04Z 412.3K followers, 1.2M engagements
"China Coin Narrative is here. Some of my favorites - $FIL (FIL) - $DOT - $VET - $EOS - $ICP - $KLAY (actually Korean but it might get confused) - $BNB (People always mistake CZ for Chinese Citizen) - $ETH (Vitalik has had multiple Chinese GFs)"
X Link 2023-02-17T18:28Z 412.3K followers, 897.1K engagements
"A lot of people in crypto that joined the last few years have never witnessed the power of a China pump since China whales were mostly net sellers from late [----] to [----] They only know the power of Korean pumps Let me tell you the economy of China is 10x and so are their pumps"
X Link 2023-02-21T05:11Z 412.3K followers, 573K engagements
"Blackrock filing for Bitcoin spot ETF with a 99.8% approval track record is the most positive news we've had in a while - potentially opening floodgates to 10's of billions of flows Yet $BTC only up 6% from news Feels like a mispricing Fun fact: BlackRock's record of getting ETFs approved by the SEC is 575-1. That's another reason this is so big they don't play around. Fun fact: BlackRock's record of getting ETFs approved by the SEC is 575-1. That's another reason this is so big they don't play around"
X Link 2023-06-18T20:55Z 412.3K followers, 2.1M engagements
"One must be careful not to be blinded by the permabear argument of no net new money flows into alts lest they wish to miss the outsized returns of non-bull market rallies The only requirement for these rallies is that demand exceeds supply for a multiweek period July [----] & Jan [----] saw many large/mid caps become multibaggers. And even with net outflows out of crypto some coins still trade at prices higher than the pre-rally levels Don't underestimate the impact of sidelined capital"
X Link 2023-09-29T13:19Z 412.3K followers, 711.4K engagements
"How to avoid getting BEAR HOLED and not miss epic rallies We've all been there - be on the right side of a downturn and then getting stuck in a bearish bias that leaves you sidelined or short squeezed when the next rally comes Most bear holes in crypto revolve around the mental model of rallies being implausible due to (1) No new flows entering the space (2) An overfocus on visible supply flows (mt gox US Gov coins Celsius FTX etc) First one must realize that no new $ needs to enter the space for rallies to occur given that all markets are momentum driven the only requirement is that short"
X Link 2023-10-24T12:24Z 412.3K followers, 675.2K engagements
"1/ The road ahead for Arbitrum ($ARB) - Mega thread [----] - Arbitrum launch [----] - Nitro upgrade for improved performance - Arbitrum Odyssey introduced but paused - Arbitrum Nova a separate chain built for lost-cost transactions focused on gaming and social apps was launched"
X Link 2023-12-30T18:57Z 412.3K followers, 501.8K engagements
"Bitcoin at $45k still feels mispriced for [----] ETF inflows and halving excitement Market consensus is that ETF is long term bullish for $BTC which is correct but the frontloading of ETF flows is underappreciated Consider that gold ETFs have $120B AUM with an average expense ratio of 0.6%. That's $720m a year in fees. Net Present Value of these fees is $10-20B+ So from launch day ETF issuers will be fighting an all-out land grab for $10-20B in future fees where every marketing dollar spent in [----] is 10x more important than marketing dollars spent in [----] since once customers choose an ETF"
X Link 2024-01-02T02:33Z 412.3K followers, 2.3M engagements
"The definition of insanity is repeatedly trying to long ETHBTC when longing SOLBTC (or SOLETH) is the much better trade in a bullish environment Over the first 6-7 years of ETH's life there was a lot of uncertainty and lack of education around $ETH. There were a lot of Bitcoin holders to be converted to Ethereum holders. And conversion in the opposite direction when market uncertainty increased. $ETH also became a "safe" risk on asset that traders could get into in size. That's what made it a great cross to trade. But over time people's allocation to eth vs btc started to harden and the"
X Link 2024-01-30T03:05Z 412.3K followers, 806.5K engagements
"Long term $BTC demand flows this year I approximate to be $40-130B+ One of the most common cardinal sins of crypto investors/traders is underappreciating the amount of wealth/income/liquidity in the world and its spillover into crypto. We hear stats about the market cap of gold stocks real estate so often that it likely turns into noise for many. Many in crypto get stuck in their own little crypto bubble but the more you travel and meet other business owners HNWI etc the more you realize how incomprehensibly massive the amount of $ there is in this world and how much of that can come into"
X Link 2024-02-12T04:35Z 412.3K followers, 1.1M engagements
"I had a $50k Portfolio in [----] by mid [----] had built this portfolio to the same magnitude as many of the brand name crypto funds in the space without taking on any outside capital The only way this was possible was by finding S tier teams with exceptional product potential early stage accumulating large % ownership of the projects (mostly via public markets) and hard supporting them until they became 100x+ some 1000x liquid investments. Support via token incentive/emissions design marketing/community development strategy DeFi integrations/partnerships exchange connections product design"
X Link 2024-02-18T21:46Z 412.3K followers, 501.6K engagements
"People are really calling top on memecoin season when BTC hasn't even crossed ATH yet Meme coins are a global shelling point for speculative liquidity. Anyone from any country can access them much more easily than any stock in the world. That's why Doge could rip so much harder than Gamestop. This is a multi month global momentum trade the froth of which you cannot possibly imagine. Total Memecoin market cap last cycle was $100b last cycle and we usually get multiples on MC highs every cycle It's not just retail that are coming in but also HWN traders hedge funds etc. Last cycle we saw [--] fig"
X Link 2024-03-02T02:08Z 412.3K followers, 550.5K engagements
"You get some really wonky stuff that happens in market trend transitions. Like large delta-neutral funds/institutions getting blown out on "risk free" spread trades (blockfi dcg/genesis 3ac Alameda etc) MSTR currently has $3b of short interest - roughly 20% of its float. I imagine a lot of that float is angry tradfi boomers trying to capture the premium to NAV The funny thing is that the premium went from 50% pre ETF to 13% post ETF but now has reached highs of 70% The bull market is not nearly over so you might get the opposite effect here where that spread blows out in a mega squeeze - $GME"
X Link 2024-03-04T01:56Z 412.3K followers, 896.3K engagements
"The momentum for SOL onchain activity is insane - its the premier place for all new users to shitcoin and find the next 1000x SOL is about to accrue a huge monetary premium because every dollar that goes into memecoins need to buy SOL first Study the Cambrian explosion on BSB last cycle and its effect on BNB Study the ICO effect on ETH in [----] Convincing reclaim of channel with imminent push above again. Couple this with the fact that most normies are trading memecoins from their phantom wallet and denominating in SOL Yea I think we go higher. https://t.co/Ft3a53hHEC Convincing reclaim of"
X Link 2024-03-07T14:50Z 412.3K followers, 648.1K engagements
"2024 Top Market Cap Coins [--]. Bitcoin [--]. Ethereum [--]. Solana 4-5. Doge/Shib [--]. BNB [--]. USDT 8-10. Pepe/WIF/TRUMP"
X Link 2024-03-07T21:52Z 412.3K followers, 506.1K engagements
"Theres going to be a seismic reallocation of value from real estate to crypto induced by consistently high rates Real estate math is pretty insane when you consider high rates fuck you on expenses (interest) + prices + relative yield vs other assets so real estate investors get triple compound fucked. It can be difficult to comprehend the amount of wealth in real estate but it's really gigantic. If you look at some of the richest people / families / businesses across all the world much of it is attributed to real estate because its traditionally been considered a good place to store value."
X Link 2024-03-12T23:52Z 412.3K followers, 826.1K engagements
"Apparently a fund blew out $1b+ on the MSTR-BTC spread trade today They covered into the close which is why BTC dumped and MSTR premium went to the highs PNL pocketed by based Saylor and will be put back into BTC You get some really wonky stuff that happens in market trend transitions. Like large delta-neutral funds/institutions getting blown out on "risk free" spread trades (blockfi dcg/genesis 3ac Alameda etc) MSTR currently has $3b of short interest - roughly 20% of its float. I https://t.co/JOPSlr6SHH You get some really wonky stuff that happens in market trend transitions. Like large"
X Link 2024-03-14T21:05Z 412.3K followers, 1.2M engagements
"Cant wait for the Bloomberg piece explaining why Solana hit ATHs"
X Link 2024-03-18T10:18Z 412.3K followers, 72.7K engagements
"Still Alive Just been busy thinking about how much market share cats take up in a dogs world More meme talk soon"
X Link 2024-03-30T22:00Z 412.3K followers, 216.6K engagements
"We live in a world where cats are just as populous as dogs People will talk about Cat coin dominance just as they talk about ETH dominance We are at the early stages of this cat coin dominance run Submit"
X Link 2024-04-01T22:53Z 412.3K followers, 233.5K engagements
"I expect $BTC to touch $80k by May Between $80k and $100k there will be significant supply to work through. However asset/wealth manager sales teams will be cleared to hard sell the ETFs very soon so clearing this supply could only take a month. Up to [--] on the longer end. Once the $100k barrier is broken we go on another huge run again. Because who waits until $110k $115k $120k to sell BTC breaking the 100k barrier will be in everyones mind but little supply available for buyers Understand that we are no longer in the era of single entities pushing up BTC. Our move upwards will be driven by"
X Link 2024-04-11T19:30Z 412.3K followers, 401.1K engagements
"Army of wealth advisors are about to be activated by major banks for the biggest product launch in over a decade HK ETF slated to launch on Monday This is ETF Wave [--] 80ks by May We touch 100k By End of summer SOL new highs Memes are beta https://www.theblock.co/post/290782/morgan-stanley-bitcoin-etfs https://www.theblock.co/post/290782/morgan-stanley-bitcoin-etfs"
X Link 2024-04-25T11:36Z 412.3K followers, 545.6K engagements
"2 truths and a lie - The meme cycle is not close to over - SOL outperforms ETH this cycle - Ducks are superior to dogs"
X Link 2024-05-20T11:10Z 412.3K followers, 150.7K engagements
"The most common mistake you see in crypto markets is buying too early when the trend has inflected from up to down Corrections from big market structure breaks are always deeper and longer than most expect You do not buy when a few people are bearish 10% off BTC highs. Some people need to sell for price to go down after all You buy for the next cycle when everyone is liquidated people leave the space majority of people question whether crypto is dead forever Crypto markets reach inflection points after sustained periods where trading behaviors become instilled and constantly rewarded Price"
X Link 2024-07-07T13:33Z 412.3K followers, 604.3K engagements
"ETH heading close to $3600 pre-ETF on this relief rally Still believe ETHBTC will be down for a while after ETF approval/launch BTC stronger than anticipated in the face of poor market structure dynamics leads me to believe that there are likely some unannounced major developments being front-run. Potentially: - Major new market entrants (Dell) - China softening of crypto policy/ETF introduction - Other major Nation-state level moves towards embracing BTC (USGov) If so then we may have bottomed at my initial estimate of low $50ks and invalidated on revised estimate of $40ks Most alts still"
X Link 2024-07-15T22:37Z 412.3K followers, 1.1M engagements
"$BTC now being rumored to be pushed forward as a national asset held as treasury reserve as a platform for many politicians Whether they are successful or not in the first attempt doesnt matter because BTC now has an extremely visible asymmetric upside scenario If successful there are very plausible asymmetric mid term scenarios for $500k+ $1m+ price targets and even if you have probabilities of that at 5% 10% Bitcoin here is very underpriced because the market just moved up from 1% US executing on this would undoubtedly have many other countries following its lead On top of all this you have"
X Link 2024-07-19T17:10Z 412.3K followers, 836.2K engagements
"I will no longer be betting on further downside for ETH. We may have further to fall but effort is better focused on scouting buying opportunities moving forward Don't cry because it's over. Smile because it happened https://t.co/On2KWjAlLx https://t.co/On2KWjAlLx"
X Link 2024-08-05T01:54Z 412.3K followers, 465.5K engagements
"It seems as if @MustStopMurad's talk at Token2049 has catalyzed the next wave of capital reallocation into memecoins Popcat seems to be one of the beneficiaries of these capital flows - now in price discovery Setting up to join the [--] greats of this cycle - BONK WIF PEPE FLOKI"
X Link 2024-10-05T13:59Z 412.3K followers, 656.8K engagements
"CT isnt what it used to be It used to be one of the best places for genuine discourse Going to try a telegram channel for more unfiltered market views trade/investment ideas discussion etc This is a [--] IQ Cycle https://t.me/fiftyiq https://t.me/fiftyiq"
X Link 2024-11-04T23:03Z 412.3K followers, 228.3K engagements
"Used to think ETH and ETHBTC were overhyped going into the ETH ETF but with Trumps proceeds from WLFI being used to buy $ETH and pro ETH/DeFi SEC and CFTC chairs being nominated and the ETHE overhang + ETF hype cleared this coin dont look too bad anymore"
X Link 2024-12-12T05:30Z 412.3K followers, 177K engagements
"The winning AI agent platform will be the one with the most developer functionality Developer functionality - More expressive more versatile agents able to do more things The best platforms have been the ones that maximize what people can build/do - this is true for software media games etc Definitely includes agent platforms"
X Link 2025-01-02T16:26Z 412.3K followers, 255.9K engagements
"2025 SOL ETF Trade - SOL retraced most of post Trump Election pump - Almost a given SOL ETF approved this year if not in Q1 with approval deadlines in Jan-March - No grayscale Overhang like you had with ETH - Solana valued relatively cheap compared to its network usage and growth rate Keep it simple"
X Link 2025-01-07T18:44Z 412.3K followers, 792.6K engagements
"Leverage on $ETH is almost twice of where it was post ETF rally It seems we have learned nothing"
X Link 2025-01-12T18:17Z 412.3K followers, 363.4K engagements
"There's a decent argument for $TRUMP to go absolutely ballistic to $100b circulating market cap/$500m fdv and flip Doge - Investing in $TRUMP feels a lot more palatable and attractive to invest in the trump brand than some random dog coin. Even though there is no value for the coin there is an aura of value - Last cycle people didn't know memecoins could create so much wealth. There's now precedent with Doge & Shib so people will be willing to risk much more - There is more money in the economy now than in [----] (stocks + btc higher) - Trump has more global mindshare than Elon & he really has"
X Link 2025-01-19T12:25Z 412.3K followers, 422K engagements
"A lot of leverage on $ETH is vulnerable below 3k $2200 - $2500 seems reasonable $ETH has added $10b+ in leverage since the election This unwind will be painful but $ETH won't go to zero It will simply range from $2k to $4k for a very long time The bright side is that Vitalik has adopted MooDeng https://t.co/BOGnHohcBQ $ETH has added $10b+ in leverage since the election This unwind will be painful but $ETH won't go to zero It will simply range from $2k to $4k for a very long time The bright side is that Vitalik has adopted MooDeng https://t.co/BOGnHohcBQ"
X Link 2025-01-28T21:54Z 412.3K followers, 503.3K engagements
"Buying liquidation cascades like these are one of the [--] times a year you shove and buy everything hand over fist A gift"
X Link 2025-02-03T02:53Z 412.3K followers, 330.5K engagements
"Trump Put potentially in"
X Link 2025-04-09T14:08Z 412.3K followers, 523.8K engagements
"Trump gave us a paid group signal for free Trump Put potentially in https://t.co/hYkgbYTECr Trump Put potentially in https://t.co/hYkgbYTECr"
X Link 2025-04-09T17:34Z 412.3K followers, 225.5K engagements
"Trade war causing capitulation and Trump Put coming in are the perfect combination for $BTC to reverse a multi month downtrend Send it Trump Put potentially in https://t.co/hYkgbYTECr Trump Put potentially in https://t.co/hYkgbYTECr"
X Link 2025-04-12T14:23Z 412.3K followers, 328.4K engagements
"It's extremely difficult for most people to conceptualize technological revolutions that create industries that are exponentially larger than currently exist - multi decatrillion dollar market caps In [----] before the iPhone came out Apple was a $60b company and no one would've believed that it would become the $3T company it is today as that would be 10x larger than the largest company of that time - Exxon Embodied intelligence will change the world as much as the smart phone or car Jobs requiring physical labor will become a relic of the past Humanoid robotics is one of the few and obvious 0"
X Link 2025-04-15T10:04Z 412.3K followers, 392.6K engagements
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/creator/twitter::Rewkang