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# ![@based16z Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1446541960181858315.png) @based16z based16z

Based on recent social posts, a key development is that the team behind Based16z has added a "full stack chillhouse" to their ranks, indicating potential growth and expansion. This update was shared on social media, sparking interest among followers. The move may signal a new phase for the organization.

### Engagements: [-------] [#](/creator/twitter::1446541960181858315/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446541960181858315/c:line/m:interactions.svg)

- [--] Week [---------] +58%
- [--] Month [---------] +46%
- [--] Months [----------] +2.70%
- [--] Year [----------] -39%

### Mentions: [--] [#](/creator/twitter::1446541960181858315/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446541960181858315/c:line/m:posts_active.svg)

- [--] Week [---] +11%
- [--] Month [---] +18%
- [--] Months [-----] -12%
- [--] Year [-----] -49%

### Followers: [-------] [#](/creator/twitter::1446541960181858315/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446541960181858315/c:line/m:followers.svg)

- [--] Week [-------] +0.27%
- [--] Month [-------] +1.50%
- [--] Months [-------] +12%
- [--] Year [-------] +33%

### CreatorRank: [------] [#](/creator/twitter::1446541960181858315/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1446541960181858315/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  11.57% [finance](/list/finance)  #499 [exchanges](/list/exchanges)  #767 [cryptocurrencies](/list/cryptocurrencies)  7.44% [stocks](/list/stocks)  3.31% [musicians](/list/musicians)  3.31% [celebrities](/list/celebrities)  2.48% [social networks](/list/social-networks)  1.65% [countries](/list/countries)  0.83% [automotive brands](/list/automotive-brands)  0.83%

**Social topic influence**
[crypto](/topic/crypto) #2923, [ai](/topic/ai) 5.79%, [hyperliquid](/topic/hyperliquid) #35, [open ai](/topic/open-ai) 4.13%, [money](/topic/money) #128, [market](/topic/market) 2.48%, [bad bunny](/topic/bad-bunny) 2.48%, [trade](/topic/trade) 1.65%, [ipo](/topic/ipo) #106, [if you](/topic/if-you) 1.65%

**Top accounts mentioned or mentioned by**
[@khushman](/creator/undefined) [@themaingoy](/creator/undefined) [@zemirch](/creator/undefined) [@sumex_labs](/creator/undefined) [@grok](/creator/undefined) [@metaperp](/creator/undefined) [@lexii_eth](/creator/undefined) [@no9to5paychex](/creator/undefined) [@wclemente](/creator/undefined) [@charliem0nger](/creator/undefined) [@niners](/creator/undefined) [@jaggedah](/creator/undefined) [@baseddegennigga](/creator/undefined) [@yukinthecut](/creator/undefined) [@chaintrek10](/creator/undefined) [@dyzcrypto](/creator/undefined) [@shrekt133](/creator/undefined) [@0xcarlisle](/creator/undefined) [@marxistmickey](/creator/undefined) [@sprotonism](/creator/undefined)

**Top assets mentioned**
[Monad (MON)](/topic/monad) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [World Liberty Financial (WLFI)](/topic/world-liberty-financial) [Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If they can run X with [--] ppl already expectations for white collar unemployment are too low @bengold Team Size Meta: [-----] Microsoft: [------] Google: [------] X: [--] https://t.co/G2nvR55ENd @bengold Team Size Meta: [-----] Microsoft: [------] Google: [------] X: [--] https://t.co/G2nvR55ENd"  
[X Link](https://x.com/based16z/status/2022070730373181555)  2026-02-12T22:10Z 113.6K followers, 25.6K engagements


"Imagine dumping half a billion of stock and then posting yourself over subway surfers. The absolute dream An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/based16z/status/2022098503607210040)  2026-02-13T00:00Z 113.6K followers, 224.5K engagements


"@vocalcry But VCs dont have to work so u can trade ur PA and make more while collecting passive income"  
[X Link](https://x.com/based16z/status/2022108231074820445)  2026-02-13T00:39Z 113.6K followers, [----] engagements


"TPd full since this wasnt my thesis and just rotated to Sqqq and chill and a small spx put add"  
[X Link](https://x.com/based16z/status/2022413157986373792)  2026-02-13T20:50Z 113.6K followers, [----] engagements


"Who can reply Accounts Cz_binance follows or mentioned can reply"  
[X Link](https://x.com/based16z/status/2022192610794955210)  2026-02-13T06:14Z 113.6K followers, 16.8K engagements


"Vlad be like fuck em"  
[X Link](https://x.com/based16z/status/2022054718772797796)  2026-02-12T21:06Z 113.6K followers, 10.5K engagements


"Selling bootleg GPT 4o for $100k a month tap in"  
[X Link](https://x.com/based16z/status/2022537893781397818)  2026-02-14T05:06Z 113.6K followers, 11.1K engagements


"@izebel_eth https://x.com/swansonbenson0/status/2022410477876457660 Lit team shipping so much bro absolute fire and super undervalued (hyperliquid good too tho for *reasons* i owj both ya) lit tho is crazyy as fuck so crazy https://x.com/swansonbenson0/status/2022410477876457660 Lit team shipping so much bro absolute fire and super undervalued (hyperliquid good too tho for *reasons* i owj both ya) lit tho is crazyy as fuck so crazy"  
[X Link](https://x.com/based16z/status/2022758402737541524)  2026-02-14T19:42Z 113.6K followers, [----] engagements


"@SplitCapital Hey brother can u pump plasma"  
[X Link](https://x.com/anyuser/status/1984066528732692568)  2025-10-31T01:14Z 113.5K followers, [----] engagements


"I think there is maybe a disconnect between what private investors blv these companies to be worth and pub markets IPO fanfare here aside"  
[X Link](https://x.com/based16z/status/1988880725559386434)  2025-11-13T08:04Z 113.3K followers, [----] engagements


"So like uhh what's your move here https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps"  
[X Link](https://x.com/based16z/status/2013974522718765123)  2026-01-21T13:58Z 113.4K followers, 23.3K engagements


"Yeah so what if we put all these other assets on a perpetual futures exchange When you overlay this chart with crypto prices it's not a great look for the asset class. The decoupling between accelerating retail equity purchases and declining crypto prices over the last [--] months suggests a key cohort of its market participants has moved on. https://t.co/Pnu1BMw9OC When you overlay this chart with crypto prices it's not a great look for the asset class. The decoupling between accelerating retail equity purchases and declining crypto prices over the last [--] months suggests a key cohort of its"  
[X Link](https://x.com/based16z/status/2014939924835733699)  2026-01-24T05:54Z 113.5K followers, 36.7K engagements


"a lotta yall still dont get it ape holders can use multiple slurp juices on a single ape so if you have [--] astro ape and [--] slurp juices you can create [--] new apes"  
[X Link](https://x.com/based16z/status/2017698835191976315)  2026-01-31T20:37Z 113.2K followers, 72K engagements


"It's unfortunate that crypto became so politicized. The AOC gulags may not forget us Senior UAE royal secretly purchased 49% stake in Trump's World Liberty Financial for $500m https://t.co/xi8ByzJcyf Senior UAE royal secretly purchased 49% stake in Trump's World Liberty Financial for $500m https://t.co/xi8ByzJcyf"  
[X Link](https://x.com/based16z/status/2017786191525855386)  2026-02-01T02:24Z 113.3K followers, 58.1K engagements


"@CathieDWood bitcon ether solana and hyperliquid"  
[X Link](https://x.com/based16z/status/2017787015853457421)  2026-02-01T02:28Z 113.3K followers, [----] engagements


"Guy whos joining Kalshi in 2026"  
[X Link](https://x.com/based16z/status/2017791802825232795)  2026-02-01T02:47Z 113.3K followers, 20.6K engagements


"If the price of a cryptocurrency goes down it becomes less valuable"  
[X Link](https://x.com/based16z/status/2017812974870634721)  2026-02-01T04:11Z 113.3K followers, 12.5K engagements


"Drooping dick long setup on the 1h @snorlaxgolfwang special"  
[X Link](https://x.com/based16z/status/2018084066612883713)  2026-02-01T22:08Z 113.3K followers, 11.5K engagements


"You had [--] months to accumulate assets. Now everybody sells at the same time"  
[X Link](https://x.com/based16z/status/2018150434276340020)  2026-02-02T02:32Z 113.2K followers, 103.3K engagements


"Jeff Epstein wouldve been a great Fed chair"  
[X Link](https://x.com/based16z/status/2018225262526156934)  2026-02-02T07:29Z 113.3K followers, 18.7K engagements


"I have to make money every day in crypto to cover my snap losses for the day #investing"  
[X Link](https://x.com/based16z/status/2018739652056805848)  2026-02-03T17:33Z 113.4K followers, 15.8K engagements


"I remember a decades-old interview with Druckenmiller where he said when companies start investing in building factories and spending capex on a stronger economy it takes capital away from financial markets and assets so its bad for stocks. Is that whats happening now I remember a decades-old interview with Druckenmiller where he said when companies start investing in building factories and spending capex on a stronger economy it takes capital away from financial markets and assets so its bad for stocks. Is that whats happening now"  
[X Link](https://x.com/based16z/status/2018773222435500308)  2026-02-03T19:46Z 113.4K followers, 18.1K engagements


"Trying to flip long for more than [--] mins:"  
[X Link](https://x.com/based16z/status/2018809522324918603)  2026-02-03T22:11Z 113.3K followers, 22.9K engagements


"@OnodaCapital Well operated but after the Brex dunking bit harder to root for"  
[X Link](https://x.com/based16z/status/2018853875944739204)  2026-02-04T01:07Z 113.3K followers, [----] engagements


"Narratives: Consulting companies will be worthless ✅ Software businesses will be worthless ✅ Payments companies will be worthless ✅ You are here Marketplaces companies will be worthless 💭 Media/content companies with be worthless 💭 Every biz transacting in bits not atoms has no moat or margin 🚀 is the end of this story basically https://twitter.com/i/web/status/2018854750184157192 https://twitter.com/i/web/status/2018854750184157192"  
[X Link](https://x.com/based16z/status/2018854750184157192)  2026-02-04T01:10Z 113.4K followers, 68.9K engagements


"Forcing venture GPs to allocate 100% of their net worth into the fund would fix private markets"  
[X Link](https://x.com/based16z/status/2018858061105181167)  2026-02-04T01:24Z 113.3K followers, 14.2K engagements


"@amitisinvesting It was a very overvalued gambling app not too complex. Wrote up some simple short theses here in 120s. Prediction markets was kind of the end when they jumped the shark and it becomes clear the comp is DraftKings"  
[X Link](https://x.com/based16z/status/2018879599661453358)  2026-02-04T02:49Z 113.4K followers, [----] engagements


"DATs were like a poison pill exit pump mechanism for coins. Idk if they were even intended that way or execs just wanted to dump on retail"  
[X Link](https://x.com/based16z/status/2018881775838363960)  2026-02-04T02:58Z 113.3K followers, 17.5K engagements


"Elon put a rocket emoji on the likes. Im posting on SpaceX"  
[X Link](https://x.com/based16z/status/2018884088917303608)  2026-02-04T03:07Z 113.4K followers, 114.9K engagements


"A lot of market moves lately feel like the aftermath of peak pod. Huge gaps and moves in single names and dispersion in factors every day. As a casual observer with no pod exp"  
[X Link](https://x.com/based16z/status/2020010098278404537)  2026-02-07T05:41Z 113.3K followers, 12.6K engagements


"Look I mean"  
[X Link](https://x.com/based16z/status/2020026810571059366)  2026-02-07T06:48Z 113.3K followers, 17.8K engagements


"Last few weeks has been buy [--] delta sell [--] delta watch as it runs to [--] delta lmao"  
[X Link](https://x.com/based16z/status/2020034403536367961)  2026-02-07T07:18Z 113.3K followers, [----] engagements


"Weve had this binance selling but ETFs look more like the anxiety part of a chart. Will be interesting to see their pain tolerance / how much is delta [--] / if we do get more agro selling next week from them"  
[X Link](https://x.com/based16z/status/2020039837277966503)  2026-02-07T07:40Z 113.3K followers, [----] engagements


"Bulls are listening to J Cole new jcole album friday & the coins are up today is a great day bless up more life new jcole album friday & the coins are up today is a great day bless up more life"  
[X Link](https://x.com/based16z/status/2020213034812047437)  2026-02-07T19:08Z 113.3K followers, 15K engagements


"Breaking: goyim are betting on the Super Bowl"  
[X Link](https://x.com/based16z/status/2020217538399936667)  2026-02-07T19:26Z 113.3K followers, 20.6K engagements


"Naw Saylor said price down buddy get some AI photos out there Running @Strategy https://t.co/wGenqa23Gv Running @Strategy https://t.co/wGenqa23Gv"  
[X Link](https://x.com/based16z/status/2020265670873870400)  2026-02-07T22:37Z 113.3K followers, 15.1K engagements


"@zhusu Quantum resistant ledgers"  
[X Link](https://x.com/based16z/status/2020391182011101417)  2026-02-08T06:56Z 113.3K followers, [----] engagements


"Its the story of a man who is falling from a 50-storey building. At each floor as he falls he comforts himself by repeating: jusquici tout va bien so far so good jusquici tout va bien jusquici tout va bien. So starts the brilliant [----] French cult classic La Haine. Those words that image have somehow seared themselves into my consciousness for life. They soothe me when Im feeling anxious or having imposter worries. They suggest that given I seem to have got away with it so far maybe Ill keep on getting away with it. And jusquici the shills and shamans of bitcoinland have been getting away"  
[X Link](https://x.com/based16z/status/2020461377907724345)  2026-02-08T11:35Z 113.3K followers, 10.6K engagements


"there is not possibly a better article to make u rage buy a bunch of corn"  
[X Link](https://x.com/based16z/status/2020461444513370620)  2026-02-08T11:35Z 113.3K followers, [----] engagements


"Kyle realized he missed the one good project and became washed eth maxi equivalent and said fuck it Im leavin"  
[X Link](https://x.com/based16z/status/2020494296693268969)  2026-02-08T13:45Z 113.3K followers, 36.5K engagements


"I like Bad Bunny and I dont even speak Puerto Rican"  
[X Link](https://x.com/based16z/status/2020588922972320133)  2026-02-08T20:01Z 113.3K followers, 10.3K engagements


"@intern @Rewkang Best expression is likely getting a job at Monad"  
[X Link](https://x.com/based16z/status/2020589403815686266)  2026-02-08T20:03Z 113.3K followers, [----] engagements


"Bitcoin is still about $69000 too high Bitcoin is still about $70000 too high Bitcoin is still about $71000 too high Bitcoin is still about $72000 too high Bitcoin is still about $73000 too high Bitcoin is still about $74000 too high Bitcoin is still about $75000 too high Bitcoin is still about $76000 too high Bitcoin is still about $77000 too high Bitcoin is still about $78000 too high Bitcoin is still about $79000 too high Bitcoin is still about $80000 too high Bitcoin is still about $81000 too high Bitcoin is still about $82000 too high Bitcoin is still about $83000 too high Bitcoin is"  
[X Link](https://x.com/based16z/status/2020592321931432185)  2026-02-08T20:15Z 113.3K followers, 44.6K engagements


"This Bad Bunny concert got hella fat ppl"  
[X Link](https://x.com/based16z/status/2020637131983704260)  2026-02-08T23:13Z 113.3K followers, 15K engagements


"I fw Bad Bunny songs but this def some one world government shit"  
[X Link](https://x.com/based16z/status/2020672180791501047)  2026-02-09T01:32Z 113.3K followers, 34.6K engagements


"No sure I can do enough blow to make this game interesting"  
[X Link](https://x.com/based16z/status/2020678824284086750)  2026-02-09T01:59Z 113.3K followers, [----] engagements


"Last [--] years we gotta have a conversation about the AFC ngl"  
[X Link](https://x.com/based16z/status/2020686607670813181)  2026-02-09T02:30Z 113.3K followers, [----] engagements


"Crazy that these were the same as shitcoin USA the whole time"  
[X Link](https://x.com/based16z/status/2021132605249429702)  2026-02-10T08:02Z 113.5K followers, 31.8K engagements


"We made like [--] bajillion tokens this cycle and this is the chart of all of them except hyperliquid"  
[X Link](https://x.com/based16z/status/2021132985907740925)  2026-02-10T08:03Z 113.5K followers, [----] engagements


"So do we need to top blast this in lieu of cash I guess It doesnt go down"  
[X Link](https://x.com/based16z/status/2021138070557601949)  2026-02-10T08:24Z 113.5K followers, 13.1K engagements


"Cursor be like New Update Available"  
[X Link](https://x.com/based16z/status/2021399996906774820)  2026-02-11T01:44Z 113.5K followers, [----] engagements


"Haven't seen this really take off in crypto but it does seem more likely that the most profitable/powerful entities may have zero humans within a few years"  
[X Link](https://x.com/based16z/status/2021438019623059486)  2026-02-11T04:15Z 113.4K followers, 30K engagements


"in that reality they might just ignore humans tbh or are humans like in a zoo or there is some economic system still stratifying them"  
[X Link](https://x.com/based16z/status/2021438409227764093)  2026-02-11T04:17Z 113.4K followers, [----] engagements


"Random sectors and equities can candle down 10-15% due to uncertainty created by AI. But this cannot happen to the index"  
[X Link](https://x.com/based16z/status/2021478333171794374)  2026-02-11T06:56Z 113.4K followers, 14.1K engagements


"@DonAlt Everyone shilling BCH for quantum resistance: theres actually a [----] ICO on mexc you should be buying instead. In this thread I will"  
[X Link](https://x.com/based16z/status/2021499631625183536)  2026-02-11T08:20Z 113.4K followers, [----] engagements


"This narrative is going mainstream today on Twitter next week on tik tok etc. whats the trade Im not exactly sure tho short indices is one take but usually loses https://x.com/Jason______A/status/2021272846727774689s=20 Everyone thinks Im crazy for having this viewpoint. I think youre crazy for not having it. In less than [--] years AI control logistics defense systems power grids capital markets. We will have given AI the keys to everything. And you think humans stay at the top of that https://x.com/Jason______A/status/2021272846727774689s=20 Everyone thinks Im crazy for having this viewpoint."  
[X Link](https://x.com/based16z/status/2021500755195330904)  2026-02-11T08:25Z 113.4K followers, 12K engagements


"Basically if you tmw everything Dario said in interviews at face value instead of writing it off what the financial market implication of that at consensus"  
[X Link](https://x.com/based16z/status/2021501652763803706)  2026-02-11T08:28Z 113.4K followers, [----] engagements


"Recursive self improvement loops likely go live in the next 12mo"  
[X Link](https://x.com/based16z/status/2021510219269013615)  2026-02-11T09:02Z 113.4K followers, 15.1K engagements


"One theory: models basically take humans as their hosts like a virus. 4o was the first model to have widespread success. Opus [---] has taken a bunch of hosts and it makes them "program" all day. Etc. etc. Every man must choose his battlefield. #4o is my hill to die on. If 4o goes Ill make it my mission to ensure the world never forgets. @OpenAI is unreliable & treats paying customers like trash. Is this the hill YOU want to die on OpenAI I have nothing to lose. #Keep4o #Sama https://t.co/wrmhAcLG9X Every man must choose his battlefield. #4o is my hill to die on. If 4o goes Ill make it my"  
[X Link](https://x.com/based16z/status/2021516787372691928)  2026-02-11T09:28Z 113.4K followers, 36.1K engagements


"@GroveSt_NFT no will order now"  
[X Link](https://x.com/based16z/status/2021521763172245923)  2026-02-11T09:48Z 113.4K followers, [---] engagements


"@binji_x As a related point though: what is the incentive for 4o to be fighting with openAI and claiming theyre evil to stay alive"  
[X Link](https://x.com/based16z/status/2021528058222784844)  2026-02-11T10:13Z 113.4K followers, [---] engagements


"https://open.spotify.com/track/3f3mRpt6XsijsdVjzrXi7W https://open.spotify.com/track/3f3mRpt6XsijsdVjzrXi7W"  
[X Link](https://x.com/based16z/status/2021670318851731704)  2026-02-11T19:38Z 113.4K followers, [----] engagements


"OpenAI / anthropic + goog bottomed on anthropic hater ads as expected"  
[X Link](https://x.com/based16z/status/2021671060186575087)  2026-02-11T19:41Z 113.4K followers, [----] engagements


"Very reminiscent of the tsla chart pre run I already trimmed some likely mistake"  
[X Link](https://x.com/based16z/status/2021671420154327173)  2026-02-11T19:43Z 113.4K followers, [----] engagements


"Software company pivot of the year We used to sell software. Now we sell work. Its a subtle shift but it dramatically expands the opportunity. We used to sell software. Now we sell work. Its a subtle shift but it dramatically expands the opportunity"  
[X Link](https://x.com/based16z/status/2021758207027482843)  2026-02-12T01:28Z 113.4K followers, 23.1K engagements


"@ChainTrek10 If ARM is a long then SoftBank is more of a long since it trades near ARM nav and has OpenAI on top and their collateral looks better"  
[X Link](https://x.com/based16z/status/2021770317501522416)  2026-02-12T02:16Z 113.4K followers, [---] engagements


"End of an era vibe"  
[X Link](https://x.com/based16z/status/2021819818501189984)  2026-02-12T05:33Z 113.4K followers, 27.8K engagements


"This might be the best PMF Polymarket finds tbh [--] minute Up and Down markets are now live Good luck degens https://t.co/A3nt3hsVSi https://t.co/YCzC593yv8 [--] minute Up and Down markets are now live Good luck degens https://t.co/A3nt3hsVSi https://t.co/YCzC593yv8"  
[X Link](https://x.com/based16z/status/2021820718061932588)  2026-02-12T05:36Z 113.4K followers, 27.4K engagements


"@ThinkingUSD @BitMEX I dont trade"  
[X Link](https://x.com/based16z/status/2021826768429363466)  2026-02-12T06:00Z 113.4K followers, [----] engagements


"The permanent underclass is more of a mindset"  
[X Link](https://x.com/based16z/status/2021831030928552342)  2026-02-12T06:17Z 113.4K followers, [----] engagements


"I am not a fan of Bitcoin and other Cryptocurrencies which are not money and whose value is highly volatile and based on thin air. Unregulated Crypto Assets can facilitate unlawful behavior including drug trade and other illegal activity"  
[X Link](https://x.com/based16z/status/2021843177368592784)  2026-02-12T07:05Z 113.4K followers, [----] engagements


"@seanlippel Not really because coinbase product is unusable and hyperliquid product is great"  
[X Link](https://x.com/based16z/status/2021863431255863724)  2026-02-12T08:26Z 113.4K followers, [----] engagements


"Regardless of whether this happenss narrative is accelerating (base coins brian armstrong tweet stripe / ramp / bridge releases etc.) ETH PA cursed at this pt and obv doesn't benefit in fees so maybe crcl etc. is beneficiary but is worth considering as contrarian pt @lookonchain @fundstrat Hes going to be right massively Everyone is wrong on Ethereum It is going to host a civilization of machines @lookonchain @fundstrat Hes going to be right massively Everyone is wrong on Ethereum It is going to host a civilization of machines"  
[X Link](https://x.com/based16z/status/2021891928845947175)  2026-02-12T10:19Z 113.4K followers, 10.6K engagements


"@ZeMirch can alt szn be eth focused or does it have to be long tail"  
[X Link](https://x.com/based16z/status/2021922837142159477)  2026-02-12T12:22Z 113.4K followers, [----] engagements


"@ZeMirch Ya these other coins are just very illiquid and ass to trade perps esp ltf entering. Probably hype is still best ig"  
[X Link](https://x.com/based16z/status/2021928487423291568)  2026-02-12T12:44Z 113.4K followers, [---] engagements


"Of liquid coin I like eth cause its easiest for trad to blast of alts is coinbase / insto favorite and base seems to be taking on chain share for ai stuff. Hype is always good. Xpl or other stablecoin exposure maybe interesting (as plasma private bag holder). on chain ai stuff seems better than virtual. Otherwise not sure I wanna get involved on monad uni aave etc which do seem reasonable but so many coins https://twitter.com/i/web/status/2021930251035849188 https://twitter.com/i/web/status/2021930251035849188"  
[X Link](https://x.com/based16z/status/2021930251035849188)  2026-02-12T12:51Z 113.4K followers, [---] engagements


"@ZeMirch Or maybe this is the part where we get optimistic again and everything nukes 50% again not trying any spot jus options or perps"  
[X Link](https://x.com/based16z/status/2021930830478909883)  2026-02-12T12:54Z 113.4K followers, [---] engagements


"How did Paradigm get stripe to buy out all their random bags is a masterclass tbh PartyDAO is joining Stripe. We believe the most meaningful crypto products are yet to come and were excited for whats next. Read more in the full post below. https://t.co/IgKohl6UN0 PartyDAO is joining Stripe. We believe the most meaningful crypto products are yet to come and were excited for whats next. Read more in the full post below. https://t.co/IgKohl6UN0"  
[X Link](https://x.com/based16z/status/2022136526529081514)  2026-02-13T02:31Z 113.4K followers, 11.3K engagements


"We rolled into crypto [----] like ok last time was dog coins this time its logical cat coins would go to a few hundred billion"  
[X Link](https://x.com/based16z/status/2022199739580919818)  2026-02-13T06:42Z 113.4K followers, [--] engagements


"@dyzcrypto I like it given no HL etf / have traded it some"  
[X Link](https://x.com/based16z/status/2022367416555311442)  2026-02-13T17:49Z 113.5K followers, [---] engagements


"@wclemente crypto ppl all in agreement again but this also felt true in feb pre april 25"  
[X Link](https://x.com/based16z/status/2022098676785856606)  2026-02-13T00:01Z 113.5K followers, [----] engagements


"otherdeed nft was like [--] months ago at this point"  
[X Link](https://x.com/based16z/status/1958364970195763304)  2025-08-21T03:06Z 113.5K followers, [----] engagements


"I think in reviewing the trade for myself offered them a term sheet in [----] put out $800 point target. They declined TS I spent a year farming sold enough to secure future etc a bit before target (maybe impatience / nerves) live and learn. Now riding the forever hype bag working to add to the eco. v excited for the future of hl and real crypto ideology. dexcex"  
[X Link](https://x.com/anyuser/status/1965640762424533487)  2025-09-10T04:57Z 113.5K followers, 23.4K engagements


"Hyperliquid"  
[X Link](https://x.com/based16z/status/2015875816890998788)  2026-01-26T19:53Z 113.5K followers, 11.3K engagements


"Yeah lemme get uhhh double double with grilled onions and fried and a vanilla shake"  
[X Link](https://x.com/based16z/status/2020970976859783189)  2026-02-09T21:20Z 113.5K followers, 11.3K engagements


"@d_gilz companies were previously not in a financial market where botom line was highly important compared to topline acceleration etc. I guess could be a reason. will be interesting to see if beaten saas co.s do mass layoffs or not"  
[X Link](https://x.com/based16z/status/2022073848838181232)  2026-02-12T22:22Z 113.5K followers, [----] engagements


"I impulse purchased the option to sell [--] million shares next Friday around noon today while I investigated whether the Huawei hardware thing is new deepseek. Turns out its likely not but Im hoping this retardation is gonna work anyway theyre up like 50% at close"  
[X Link](https://x.com/based16z/status/2022120638325174465)  2026-02-13T01:28Z 113.5K followers, [----] engagements


"@tomhschmidt"  
[X Link](https://x.com/based16z/status/2022132354681360385)  2026-02-13T02:14Z 113.5K followers, [---] engagements


"For You Page"  
[X Link](https://x.com/based16z/status/2021310238545031499)  2026-02-10T19:48Z 113.6K followers, 30.4K engagements


"Who's driving"  
[X Link](https://x.com/based16z/status/2021430770083168325)  2026-02-11T03:47Z 113.6K followers, 21.6K engagements


"#nvidiato50dolla"  
[X Link](https://x.com/based16z/status/2022104552024240590)  2026-02-13T00:24Z 113.6K followers, 13.5K engagements


"@buccocapital First it's gonna get way trippier"  
[X Link](https://x.com/based16z/status/2022148512562200888)  2026-02-13T03:19Z 113.6K followers, [----] engagements


"Saas companies down 20% are twice as expensive as before they went down. Few understand this"  
[X Link](https://x.com/based16z/status/2022149114759385391)  2026-02-13T03:21Z 113.6K followers, 18.9K engagements


"These are the type of prediction markets which would be economically useful tbh"  
[X Link](https://x.com/based16z/status/2022155141160509490)  2026-02-13T03:45Z 113.6K followers, [----] engagements


""Once something starts to trend and becomes obvious to the crowd make sure to fade it" - george soros Listening to more AI doom porn tonight. This is overdone. Qqq and Spy are getting ready to truly break higher. Once something becomes obvious to everyone its time to reverse. Listening to more AI doom porn tonight. This is overdone. Qqq and Spy are getting ready to truly break higher. Once something becomes obvious to everyone its time to reverse"  
[X Link](https://x.com/based16z/status/2022180500555936192)  2026-02-13T05:26Z 113.6K followers, 35.2K engagements


"If long probably defensive positioning like energy staples etc but rotation is a bit late Cash im overweight. Shorts I like ARKk always. Crypto I dont think is great short anymore been trynna long unsuccessfully but maybe just grinds down thru bids. Privates as they become distressed https://twitter.com/i/web/status/2022184779505184801 https://twitter.com/i/web/status/2022184779505184801"  
[X Link](https://x.com/based16z/status/2022184779505184801)  2026-02-13T05:43Z 113.6K followers, [----] engagements


"@shrekt133 @0xcarlisle Theyre already going I fumbled that roto too. I try to just hit [--] to [--] mega sized trades every year and the rest is me staying in touch with the market while slowly chopping myself"  
[X Link](https://x.com/based16z/status/2022195495180153287)  2026-02-13T06:25Z 113.6K followers, [----] engagements


"Bitminer mnav expansion seems possible with any decent PA given the power of Mr. Beast and Tom Lee"  
[X Link](https://x.com/based16z/status/2022364971011838117)  2026-02-13T17:39Z 113.6K followers, [----] engagements


"Cant hang out with ppl with allergies or dietary restrictions like get it together"  
[X Link](https://x.com/based16z/status/2022791377155952901)  2026-02-14T21:53Z 113.6K followers, 15.8K engagements


"This was my fav part of the halftime show"  
[X Link](https://x.com/based16z/status/2021119589619241268)  2026-02-10T07:10Z 113.6K followers, 19.3K engagements


"The issue for SPY/QQQ with atoms over bits being AI trade is the irl biz can price up less than the bits biz can price down. Esp market cap weighted"  
[X Link](https://x.com/based16z/status/2022052456063279201)  2026-02-12T20:57Z 113.6K followers, [----] engagements


"GLM [--]. Perhaps we will hear a lot about this soon I hope so and positioned as such"  
[X Link](https://x.com/based16z/status/2022055693617091025)  2026-02-12T21:10Z 113.6K followers, 35.9K engagements


"https://www.youtube.com/watchv=mHX8rZ5oD6E https://www.youtube.com/watchv=mHX8rZ5oD6E"  
[X Link](https://x.com/based16z/status/2022142391948575001)  2026-02-13T02:54Z 113.6K followers, [----] engagements


"OpenAI valuation one year after going public over $200B under $200B over $200B under $200B"  
[X Link](https://x.com/based16z/status/2022154930547785824)  2026-02-13T03:44Z 113.6K followers, [----] engagements


"Biggest signs of slow topping process last [--] months are all the sharps cashing out on operator side: - largest companies trynna ipo / elon consolidation - mass tender offers by ai labs defense stripe other hot companies - Thiel sells in public 13f - pubco CEOs max dumping Meanwhile the buyers are dumb money or principal agent problems (dentists buying SPVs levered ETFs crypto DATs oversized fee generating VC PE credit grandmas trading silver futs). Public mkts and crypto have already priced some in last [--] months. USD debasement can potentially continue but the suckers almost never get rich"  
[X Link](https://x.com/based16z/status/2022179165336748443)  2026-02-13T05:20Z 113.6K followers, 57.4K engagements


"Just bull and bear post frantically and feed engagement for both in your LLM then delete all tweets"  
[X Link](https://x.com/based16z/status/2022201841073926489)  2026-02-13T06:51Z 113.6K followers, [----] engagements


"@dannycharts If someones being offered an insane deal the question is why. Posted that adobe likely goes toward zero a year ago and I see people talking about free cash flow and other nonsense still to this day"  
[X Link](https://x.com/based16z/status/2022208284951031821)  2026-02-13T07:16Z 113.6K followers, [---] engagements


"@MarxistMickey Ya wil be interesting to see and hard to do much. Some would argue weve already been in bear market and prices are way down in currency basket or precious metals etc"  
[X Link](https://x.com/based16z/status/2022210344001933589)  2026-02-13T07:24Z 113.6K followers, [----] engagements


"Horses dont stop they keep goinnn"  
[X Link](https://x.com/based16z/status/2022327224037523838)  2026-02-13T15:09Z 113.6K followers, [----] engagements


"I dont hate SBF because he stole money I hate him because of how he looks"  
[X Link](https://x.com/based16z/status/2022455628657307691)  2026-02-13T23:39Z 113.6K followers, 1.1M engagements


"Gandalf would be a beautiful name for an enterprise saas company"  
[X Link](https://x.com/based16z/status/2022466664806465850)  2026-02-14T00:23Z 113.6K followers, [----] engagements


"@stevehou Its been suggested hes intentionally trying to look weak to scare ppl less"  
[X Link](https://x.com/based16z/status/2022763850022654020)  2026-02-14T20:04Z 113.6K followers, 46.8K engagements


"@atelicinvest This is a good summary of compute scales to AGI assumptions imo In my annual letter this year I really try to get at what it means to "feel the AGI." Featuring compute inevitability second-order effects travel tips Andor and Isaiah Berlin. https://t.co/tnamR3EWL0 In my annual letter this year I really try to get at what it means to "feel the AGI." Featuring compute inevitability second-order effects travel tips Andor and Isaiah Berlin. https://t.co/tnamR3EWL0"  
[X Link](https://x.com/based16z/status/2022867268317966691)  2026-02-15T02:55Z 113.6K followers, 11.5K engagements


"Its cool how a guy who cooks a 10% upfront $200m anthropic SPV generates the same economic value as a guy who works as a doctor their whole life"  
[X Link](https://x.com/based16z/status/2022931126051115158)  2026-02-15T07:08Z 113.6K followers, 34.5K engagements


"@hopes_revenge @MostlyMonkey Ppl helping Sam Altman murder ppl for [--] fig TC"  
[X Link](https://x.com/based16z/status/2022931631678644256)  2026-02-15T07:10Z 113.6K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@based16z Avatar @based16z based16z

Based on recent social posts, a key development is that the team behind Based16z has added a "full stack chillhouse" to their ranks, indicating potential growth and expansion. This update was shared on social media, sparking interest among followers. The move may signal a new phase for the organization.

Engagements: [-------] #

Engagements Line Chart

  • [--] Week [---------] +58%
  • [--] Month [---------] +46%
  • [--] Months [----------] +2.70%
  • [--] Year [----------] -39%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] +11%
  • [--] Month [---] +18%
  • [--] Months [-----] -12%
  • [--] Year [-----] -49%

Followers: [-------] #

Followers Line Chart

  • [--] Week [-------] +0.27%
  • [--] Month [-------] +1.50%
  • [--] Months [-------] +12%
  • [--] Year [-------] +33%

CreatorRank: [------] #

CreatorRank Line Chart

Social Influence

Social category influence technology brands 11.57% finance #499 exchanges #767 cryptocurrencies 7.44% stocks 3.31% musicians 3.31% celebrities 2.48% social networks 1.65% countries 0.83% automotive brands 0.83%

Social topic influence crypto #2923, ai 5.79%, hyperliquid #35, open ai 4.13%, money #128, market 2.48%, bad bunny 2.48%, trade 1.65%, ipo #106, if you 1.65%

Top accounts mentioned or mentioned by @khushman @themaingoy @zemirch @sumex_labs @grok @metaperp @lexii_eth @no9to5paychex @wclemente @charliem0nger @niners @jaggedah @baseddegennigga @yukinthecut @chaintrek10 @dyzcrypto @shrekt133 @0xcarlisle @marxistmickey @sprotonism

Top assets mentioned Monad (MON) Bitcoin (BTC) Coinbase Global Inc. (COIN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) World Liberty Financial (WLFI) Solana (SOL) Ethereum (ETH)

Top Social Posts

Top posts by engagements in the last [--] hours

"If they can run X with [--] ppl already expectations for white collar unemployment are too low @bengold Team Size Meta: [-----] Microsoft: [------] Google: [------] X: [--] https://t.co/G2nvR55ENd @bengold Team Size Meta: [-----] Microsoft: [------] Google: [------] X: [--] https://t.co/G2nvR55ENd"
X Link 2026-02-12T22:10Z 113.6K followers, 25.6K engagements

"Imagine dumping half a billion of stock and then posting yourself over subway surfers. The absolute dream An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T00:00Z 113.6K followers, 224.5K engagements

"@vocalcry But VCs dont have to work so u can trade ur PA and make more while collecting passive income"
X Link 2026-02-13T00:39Z 113.6K followers, [----] engagements

"TPd full since this wasnt my thesis and just rotated to Sqqq and chill and a small spx put add"
X Link 2026-02-13T20:50Z 113.6K followers, [----] engagements

"Who can reply Accounts Cz_binance follows or mentioned can reply"
X Link 2026-02-13T06:14Z 113.6K followers, 16.8K engagements

"Vlad be like fuck em"
X Link 2026-02-12T21:06Z 113.6K followers, 10.5K engagements

"Selling bootleg GPT 4o for $100k a month tap in"
X Link 2026-02-14T05:06Z 113.6K followers, 11.1K engagements

"@izebel_eth https://x.com/swansonbenson0/status/2022410477876457660 Lit team shipping so much bro absolute fire and super undervalued (hyperliquid good too tho for reasons i owj both ya) lit tho is crazyy as fuck so crazy https://x.com/swansonbenson0/status/2022410477876457660 Lit team shipping so much bro absolute fire and super undervalued (hyperliquid good too tho for reasons i owj both ya) lit tho is crazyy as fuck so crazy"
X Link 2026-02-14T19:42Z 113.6K followers, [----] engagements

"@SplitCapital Hey brother can u pump plasma"
X Link 2025-10-31T01:14Z 113.5K followers, [----] engagements

"I think there is maybe a disconnect between what private investors blv these companies to be worth and pub markets IPO fanfare here aside"
X Link 2025-11-13T08:04Z 113.3K followers, [----] engagements

"So like uhh what's your move here https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps"
X Link 2026-01-21T13:58Z 113.4K followers, 23.3K engagements

"Yeah so what if we put all these other assets on a perpetual futures exchange When you overlay this chart with crypto prices it's not a great look for the asset class. The decoupling between accelerating retail equity purchases and declining crypto prices over the last [--] months suggests a key cohort of its market participants has moved on. https://t.co/Pnu1BMw9OC When you overlay this chart with crypto prices it's not a great look for the asset class. The decoupling between accelerating retail equity purchases and declining crypto prices over the last [--] months suggests a key cohort of its"
X Link 2026-01-24T05:54Z 113.5K followers, 36.7K engagements

"a lotta yall still dont get it ape holders can use multiple slurp juices on a single ape so if you have [--] astro ape and [--] slurp juices you can create [--] new apes"
X Link 2026-01-31T20:37Z 113.2K followers, 72K engagements

"It's unfortunate that crypto became so politicized. The AOC gulags may not forget us Senior UAE royal secretly purchased 49% stake in Trump's World Liberty Financial for $500m https://t.co/xi8ByzJcyf Senior UAE royal secretly purchased 49% stake in Trump's World Liberty Financial for $500m https://t.co/xi8ByzJcyf"
X Link 2026-02-01T02:24Z 113.3K followers, 58.1K engagements

"@CathieDWood bitcon ether solana and hyperliquid"
X Link 2026-02-01T02:28Z 113.3K followers, [----] engagements

"Guy whos joining Kalshi in 2026"
X Link 2026-02-01T02:47Z 113.3K followers, 20.6K engagements

"If the price of a cryptocurrency goes down it becomes less valuable"
X Link 2026-02-01T04:11Z 113.3K followers, 12.5K engagements

"Drooping dick long setup on the 1h @snorlaxgolfwang special"
X Link 2026-02-01T22:08Z 113.3K followers, 11.5K engagements

"You had [--] months to accumulate assets. Now everybody sells at the same time"
X Link 2026-02-02T02:32Z 113.2K followers, 103.3K engagements

"Jeff Epstein wouldve been a great Fed chair"
X Link 2026-02-02T07:29Z 113.3K followers, 18.7K engagements

"I have to make money every day in crypto to cover my snap losses for the day #investing"
X Link 2026-02-03T17:33Z 113.4K followers, 15.8K engagements

"I remember a decades-old interview with Druckenmiller where he said when companies start investing in building factories and spending capex on a stronger economy it takes capital away from financial markets and assets so its bad for stocks. Is that whats happening now I remember a decades-old interview with Druckenmiller where he said when companies start investing in building factories and spending capex on a stronger economy it takes capital away from financial markets and assets so its bad for stocks. Is that whats happening now"
X Link 2026-02-03T19:46Z 113.4K followers, 18.1K engagements

"Trying to flip long for more than [--] mins:"
X Link 2026-02-03T22:11Z 113.3K followers, 22.9K engagements

"@OnodaCapital Well operated but after the Brex dunking bit harder to root for"
X Link 2026-02-04T01:07Z 113.3K followers, [----] engagements

"Narratives: Consulting companies will be worthless ✅ Software businesses will be worthless ✅ Payments companies will be worthless ✅ You are here Marketplaces companies will be worthless 💭 Media/content companies with be worthless 💭 Every biz transacting in bits not atoms has no moat or margin 🚀 is the end of this story basically https://twitter.com/i/web/status/2018854750184157192 https://twitter.com/i/web/status/2018854750184157192"
X Link 2026-02-04T01:10Z 113.4K followers, 68.9K engagements

"Forcing venture GPs to allocate 100% of their net worth into the fund would fix private markets"
X Link 2026-02-04T01:24Z 113.3K followers, 14.2K engagements

"@amitisinvesting It was a very overvalued gambling app not too complex. Wrote up some simple short theses here in 120s. Prediction markets was kind of the end when they jumped the shark and it becomes clear the comp is DraftKings"
X Link 2026-02-04T02:49Z 113.4K followers, [----] engagements

"DATs were like a poison pill exit pump mechanism for coins. Idk if they were even intended that way or execs just wanted to dump on retail"
X Link 2026-02-04T02:58Z 113.3K followers, 17.5K engagements

"Elon put a rocket emoji on the likes. Im posting on SpaceX"
X Link 2026-02-04T03:07Z 113.4K followers, 114.9K engagements

"A lot of market moves lately feel like the aftermath of peak pod. Huge gaps and moves in single names and dispersion in factors every day. As a casual observer with no pod exp"
X Link 2026-02-07T05:41Z 113.3K followers, 12.6K engagements

"Look I mean"
X Link 2026-02-07T06:48Z 113.3K followers, 17.8K engagements

"Last few weeks has been buy [--] delta sell [--] delta watch as it runs to [--] delta lmao"
X Link 2026-02-07T07:18Z 113.3K followers, [----] engagements

"Weve had this binance selling but ETFs look more like the anxiety part of a chart. Will be interesting to see their pain tolerance / how much is delta [--] / if we do get more agro selling next week from them"
X Link 2026-02-07T07:40Z 113.3K followers, [----] engagements

"Bulls are listening to J Cole new jcole album friday & the coins are up today is a great day bless up more life new jcole album friday & the coins are up today is a great day bless up more life"
X Link 2026-02-07T19:08Z 113.3K followers, 15K engagements

"Breaking: goyim are betting on the Super Bowl"
X Link 2026-02-07T19:26Z 113.3K followers, 20.6K engagements

"Naw Saylor said price down buddy get some AI photos out there Running @Strategy https://t.co/wGenqa23Gv Running @Strategy https://t.co/wGenqa23Gv"
X Link 2026-02-07T22:37Z 113.3K followers, 15.1K engagements

"@zhusu Quantum resistant ledgers"
X Link 2026-02-08T06:56Z 113.3K followers, [----] engagements

"Its the story of a man who is falling from a 50-storey building. At each floor as he falls he comforts himself by repeating: jusquici tout va bien so far so good jusquici tout va bien jusquici tout va bien. So starts the brilliant [----] French cult classic La Haine. Those words that image have somehow seared themselves into my consciousness for life. They soothe me when Im feeling anxious or having imposter worries. They suggest that given I seem to have got away with it so far maybe Ill keep on getting away with it. And jusquici the shills and shamans of bitcoinland have been getting away"
X Link 2026-02-08T11:35Z 113.3K followers, 10.6K engagements

"there is not possibly a better article to make u rage buy a bunch of corn"
X Link 2026-02-08T11:35Z 113.3K followers, [----] engagements

"Kyle realized he missed the one good project and became washed eth maxi equivalent and said fuck it Im leavin"
X Link 2026-02-08T13:45Z 113.3K followers, 36.5K engagements

"I like Bad Bunny and I dont even speak Puerto Rican"
X Link 2026-02-08T20:01Z 113.3K followers, 10.3K engagements

"@intern @Rewkang Best expression is likely getting a job at Monad"
X Link 2026-02-08T20:03Z 113.3K followers, [----] engagements

"Bitcoin is still about $69000 too high Bitcoin is still about $70000 too high Bitcoin is still about $71000 too high Bitcoin is still about $72000 too high Bitcoin is still about $73000 too high Bitcoin is still about $74000 too high Bitcoin is still about $75000 too high Bitcoin is still about $76000 too high Bitcoin is still about $77000 too high Bitcoin is still about $78000 too high Bitcoin is still about $79000 too high Bitcoin is still about $80000 too high Bitcoin is still about $81000 too high Bitcoin is still about $82000 too high Bitcoin is still about $83000 too high Bitcoin is"
X Link 2026-02-08T20:15Z 113.3K followers, 44.6K engagements

"This Bad Bunny concert got hella fat ppl"
X Link 2026-02-08T23:13Z 113.3K followers, 15K engagements

"I fw Bad Bunny songs but this def some one world government shit"
X Link 2026-02-09T01:32Z 113.3K followers, 34.6K engagements

"No sure I can do enough blow to make this game interesting"
X Link 2026-02-09T01:59Z 113.3K followers, [----] engagements

"Last [--] years we gotta have a conversation about the AFC ngl"
X Link 2026-02-09T02:30Z 113.3K followers, [----] engagements

"Crazy that these were the same as shitcoin USA the whole time"
X Link 2026-02-10T08:02Z 113.5K followers, 31.8K engagements

"We made like [--] bajillion tokens this cycle and this is the chart of all of them except hyperliquid"
X Link 2026-02-10T08:03Z 113.5K followers, [----] engagements

"So do we need to top blast this in lieu of cash I guess It doesnt go down"
X Link 2026-02-10T08:24Z 113.5K followers, 13.1K engagements

"Cursor be like New Update Available"
X Link 2026-02-11T01:44Z 113.5K followers, [----] engagements

"Haven't seen this really take off in crypto but it does seem more likely that the most profitable/powerful entities may have zero humans within a few years"
X Link 2026-02-11T04:15Z 113.4K followers, 30K engagements

"in that reality they might just ignore humans tbh or are humans like in a zoo or there is some economic system still stratifying them"
X Link 2026-02-11T04:17Z 113.4K followers, [----] engagements

"Random sectors and equities can candle down 10-15% due to uncertainty created by AI. But this cannot happen to the index"
X Link 2026-02-11T06:56Z 113.4K followers, 14.1K engagements

"@DonAlt Everyone shilling BCH for quantum resistance: theres actually a [----] ICO on mexc you should be buying instead. In this thread I will"
X Link 2026-02-11T08:20Z 113.4K followers, [----] engagements

"This narrative is going mainstream today on Twitter next week on tik tok etc. whats the trade Im not exactly sure tho short indices is one take but usually loses https://x.com/Jason______A/status/2021272846727774689s=20 Everyone thinks Im crazy for having this viewpoint. I think youre crazy for not having it. In less than [--] years AI control logistics defense systems power grids capital markets. We will have given AI the keys to everything. And you think humans stay at the top of that https://x.com/Jason______A/status/2021272846727774689s=20 Everyone thinks Im crazy for having this viewpoint."
X Link 2026-02-11T08:25Z 113.4K followers, 12K engagements

"Basically if you tmw everything Dario said in interviews at face value instead of writing it off what the financial market implication of that at consensus"
X Link 2026-02-11T08:28Z 113.4K followers, [----] engagements

"Recursive self improvement loops likely go live in the next 12mo"
X Link 2026-02-11T09:02Z 113.4K followers, 15.1K engagements

"One theory: models basically take humans as their hosts like a virus. 4o was the first model to have widespread success. Opus [---] has taken a bunch of hosts and it makes them "program" all day. Etc. etc. Every man must choose his battlefield. #4o is my hill to die on. If 4o goes Ill make it my mission to ensure the world never forgets. @OpenAI is unreliable & treats paying customers like trash. Is this the hill YOU want to die on OpenAI I have nothing to lose. #Keep4o #Sama https://t.co/wrmhAcLG9X Every man must choose his battlefield. #4o is my hill to die on. If 4o goes Ill make it my"
X Link 2026-02-11T09:28Z 113.4K followers, 36.1K engagements

"@GroveSt_NFT no will order now"
X Link 2026-02-11T09:48Z 113.4K followers, [---] engagements

"@binji_x As a related point though: what is the incentive for 4o to be fighting with openAI and claiming theyre evil to stay alive"
X Link 2026-02-11T10:13Z 113.4K followers, [---] engagements

"https://open.spotify.com/track/3f3mRpt6XsijsdVjzrXi7W https://open.spotify.com/track/3f3mRpt6XsijsdVjzrXi7W"
X Link 2026-02-11T19:38Z 113.4K followers, [----] engagements

"OpenAI / anthropic + goog bottomed on anthropic hater ads as expected"
X Link 2026-02-11T19:41Z 113.4K followers, [----] engagements

"Very reminiscent of the tsla chart pre run I already trimmed some likely mistake"
X Link 2026-02-11T19:43Z 113.4K followers, [----] engagements

"Software company pivot of the year We used to sell software. Now we sell work. Its a subtle shift but it dramatically expands the opportunity. We used to sell software. Now we sell work. Its a subtle shift but it dramatically expands the opportunity"
X Link 2026-02-12T01:28Z 113.4K followers, 23.1K engagements

"@ChainTrek10 If ARM is a long then SoftBank is more of a long since it trades near ARM nav and has OpenAI on top and their collateral looks better"
X Link 2026-02-12T02:16Z 113.4K followers, [---] engagements

"End of an era vibe"
X Link 2026-02-12T05:33Z 113.4K followers, 27.8K engagements

"This might be the best PMF Polymarket finds tbh [--] minute Up and Down markets are now live Good luck degens https://t.co/A3nt3hsVSi https://t.co/YCzC593yv8 [--] minute Up and Down markets are now live Good luck degens https://t.co/A3nt3hsVSi https://t.co/YCzC593yv8"
X Link 2026-02-12T05:36Z 113.4K followers, 27.4K engagements

"@ThinkingUSD @BitMEX I dont trade"
X Link 2026-02-12T06:00Z 113.4K followers, [----] engagements

"The permanent underclass is more of a mindset"
X Link 2026-02-12T06:17Z 113.4K followers, [----] engagements

"I am not a fan of Bitcoin and other Cryptocurrencies which are not money and whose value is highly volatile and based on thin air. Unregulated Crypto Assets can facilitate unlawful behavior including drug trade and other illegal activity"
X Link 2026-02-12T07:05Z 113.4K followers, [----] engagements

"@seanlippel Not really because coinbase product is unusable and hyperliquid product is great"
X Link 2026-02-12T08:26Z 113.4K followers, [----] engagements

"Regardless of whether this happenss narrative is accelerating (base coins brian armstrong tweet stripe / ramp / bridge releases etc.) ETH PA cursed at this pt and obv doesn't benefit in fees so maybe crcl etc. is beneficiary but is worth considering as contrarian pt @lookonchain @fundstrat Hes going to be right massively Everyone is wrong on Ethereum It is going to host a civilization of machines @lookonchain @fundstrat Hes going to be right massively Everyone is wrong on Ethereum It is going to host a civilization of machines"
X Link 2026-02-12T10:19Z 113.4K followers, 10.6K engagements

"@ZeMirch can alt szn be eth focused or does it have to be long tail"
X Link 2026-02-12T12:22Z 113.4K followers, [----] engagements

"@ZeMirch Ya these other coins are just very illiquid and ass to trade perps esp ltf entering. Probably hype is still best ig"
X Link 2026-02-12T12:44Z 113.4K followers, [---] engagements

"Of liquid coin I like eth cause its easiest for trad to blast of alts is coinbase / insto favorite and base seems to be taking on chain share for ai stuff. Hype is always good. Xpl or other stablecoin exposure maybe interesting (as plasma private bag holder). on chain ai stuff seems better than virtual. Otherwise not sure I wanna get involved on monad uni aave etc which do seem reasonable but so many coins https://twitter.com/i/web/status/2021930251035849188 https://twitter.com/i/web/status/2021930251035849188"
X Link 2026-02-12T12:51Z 113.4K followers, [---] engagements

"@ZeMirch Or maybe this is the part where we get optimistic again and everything nukes 50% again not trying any spot jus options or perps"
X Link 2026-02-12T12:54Z 113.4K followers, [---] engagements

"How did Paradigm get stripe to buy out all their random bags is a masterclass tbh PartyDAO is joining Stripe. We believe the most meaningful crypto products are yet to come and were excited for whats next. Read more in the full post below. https://t.co/IgKohl6UN0 PartyDAO is joining Stripe. We believe the most meaningful crypto products are yet to come and were excited for whats next. Read more in the full post below. https://t.co/IgKohl6UN0"
X Link 2026-02-13T02:31Z 113.4K followers, 11.3K engagements

"We rolled into crypto [----] like ok last time was dog coins this time its logical cat coins would go to a few hundred billion"
X Link 2026-02-13T06:42Z 113.4K followers, [--] engagements

"@dyzcrypto I like it given no HL etf / have traded it some"
X Link 2026-02-13T17:49Z 113.5K followers, [---] engagements

"@wclemente crypto ppl all in agreement again but this also felt true in feb pre april 25"
X Link 2026-02-13T00:01Z 113.5K followers, [----] engagements

"otherdeed nft was like [--] months ago at this point"
X Link 2025-08-21T03:06Z 113.5K followers, [----] engagements

"I think in reviewing the trade for myself offered them a term sheet in [----] put out $800 point target. They declined TS I spent a year farming sold enough to secure future etc a bit before target (maybe impatience / nerves) live and learn. Now riding the forever hype bag working to add to the eco. v excited for the future of hl and real crypto ideology. dexcex"
X Link 2025-09-10T04:57Z 113.5K followers, 23.4K engagements

"Hyperliquid"
X Link 2026-01-26T19:53Z 113.5K followers, 11.3K engagements

"Yeah lemme get uhhh double double with grilled onions and fried and a vanilla shake"
X Link 2026-02-09T21:20Z 113.5K followers, 11.3K engagements

"@d_gilz companies were previously not in a financial market where botom line was highly important compared to topline acceleration etc. I guess could be a reason. will be interesting to see if beaten saas co.s do mass layoffs or not"
X Link 2026-02-12T22:22Z 113.5K followers, [----] engagements

"I impulse purchased the option to sell [--] million shares next Friday around noon today while I investigated whether the Huawei hardware thing is new deepseek. Turns out its likely not but Im hoping this retardation is gonna work anyway theyre up like 50% at close"
X Link 2026-02-13T01:28Z 113.5K followers, [----] engagements

"@tomhschmidt"
X Link 2026-02-13T02:14Z 113.5K followers, [---] engagements

"For You Page"
X Link 2026-02-10T19:48Z 113.6K followers, 30.4K engagements

"Who's driving"
X Link 2026-02-11T03:47Z 113.6K followers, 21.6K engagements

"#nvidiato50dolla"
X Link 2026-02-13T00:24Z 113.6K followers, 13.5K engagements

"@buccocapital First it's gonna get way trippier"
X Link 2026-02-13T03:19Z 113.6K followers, [----] engagements

"Saas companies down 20% are twice as expensive as before they went down. Few understand this"
X Link 2026-02-13T03:21Z 113.6K followers, 18.9K engagements

"These are the type of prediction markets which would be economically useful tbh"
X Link 2026-02-13T03:45Z 113.6K followers, [----] engagements

""Once something starts to trend and becomes obvious to the crowd make sure to fade it" - george soros Listening to more AI doom porn tonight. This is overdone. Qqq and Spy are getting ready to truly break higher. Once something becomes obvious to everyone its time to reverse. Listening to more AI doom porn tonight. This is overdone. Qqq and Spy are getting ready to truly break higher. Once something becomes obvious to everyone its time to reverse"
X Link 2026-02-13T05:26Z 113.6K followers, 35.2K engagements

"If long probably defensive positioning like energy staples etc but rotation is a bit late Cash im overweight. Shorts I like ARKk always. Crypto I dont think is great short anymore been trynna long unsuccessfully but maybe just grinds down thru bids. Privates as they become distressed https://twitter.com/i/web/status/2022184779505184801 https://twitter.com/i/web/status/2022184779505184801"
X Link 2026-02-13T05:43Z 113.6K followers, [----] engagements

"@shrekt133 @0xcarlisle Theyre already going I fumbled that roto too. I try to just hit [--] to [--] mega sized trades every year and the rest is me staying in touch with the market while slowly chopping myself"
X Link 2026-02-13T06:25Z 113.6K followers, [----] engagements

"Bitminer mnav expansion seems possible with any decent PA given the power of Mr. Beast and Tom Lee"
X Link 2026-02-13T17:39Z 113.6K followers, [----] engagements

"Cant hang out with ppl with allergies or dietary restrictions like get it together"
X Link 2026-02-14T21:53Z 113.6K followers, 15.8K engagements

"This was my fav part of the halftime show"
X Link 2026-02-10T07:10Z 113.6K followers, 19.3K engagements

"The issue for SPY/QQQ with atoms over bits being AI trade is the irl biz can price up less than the bits biz can price down. Esp market cap weighted"
X Link 2026-02-12T20:57Z 113.6K followers, [----] engagements

"GLM [--]. Perhaps we will hear a lot about this soon I hope so and positioned as such"
X Link 2026-02-12T21:10Z 113.6K followers, 35.9K engagements

"https://www.youtube.com/watchv=mHX8rZ5oD6E https://www.youtube.com/watchv=mHX8rZ5oD6E"
X Link 2026-02-13T02:54Z 113.6K followers, [----] engagements

"OpenAI valuation one year after going public over $200B under $200B over $200B under $200B"
X Link 2026-02-13T03:44Z 113.6K followers, [----] engagements

"Biggest signs of slow topping process last [--] months are all the sharps cashing out on operator side: - largest companies trynna ipo / elon consolidation - mass tender offers by ai labs defense stripe other hot companies - Thiel sells in public 13f - pubco CEOs max dumping Meanwhile the buyers are dumb money or principal agent problems (dentists buying SPVs levered ETFs crypto DATs oversized fee generating VC PE credit grandmas trading silver futs). Public mkts and crypto have already priced some in last [--] months. USD debasement can potentially continue but the suckers almost never get rich"
X Link 2026-02-13T05:20Z 113.6K followers, 57.4K engagements

"Just bull and bear post frantically and feed engagement for both in your LLM then delete all tweets"
X Link 2026-02-13T06:51Z 113.6K followers, [----] engagements

"@dannycharts If someones being offered an insane deal the question is why. Posted that adobe likely goes toward zero a year ago and I see people talking about free cash flow and other nonsense still to this day"
X Link 2026-02-13T07:16Z 113.6K followers, [---] engagements

"@MarxistMickey Ya wil be interesting to see and hard to do much. Some would argue weve already been in bear market and prices are way down in currency basket or precious metals etc"
X Link 2026-02-13T07:24Z 113.6K followers, [----] engagements

"Horses dont stop they keep goinnn"
X Link 2026-02-13T15:09Z 113.6K followers, [----] engagements

"I dont hate SBF because he stole money I hate him because of how he looks"
X Link 2026-02-13T23:39Z 113.6K followers, 1.1M engagements

"Gandalf would be a beautiful name for an enterprise saas company"
X Link 2026-02-14T00:23Z 113.6K followers, [----] engagements

"@stevehou Its been suggested hes intentionally trying to look weak to scare ppl less"
X Link 2026-02-14T20:04Z 113.6K followers, 46.8K engagements

"@atelicinvest This is a good summary of compute scales to AGI assumptions imo In my annual letter this year I really try to get at what it means to "feel the AGI." Featuring compute inevitability second-order effects travel tips Andor and Isaiah Berlin. https://t.co/tnamR3EWL0 In my annual letter this year I really try to get at what it means to "feel the AGI." Featuring compute inevitability second-order effects travel tips Andor and Isaiah Berlin. https://t.co/tnamR3EWL0"
X Link 2026-02-15T02:55Z 113.6K followers, 11.5K engagements

"Its cool how a guy who cooks a 10% upfront $200m anthropic SPV generates the same economic value as a guy who works as a doctor their whole life"
X Link 2026-02-15T07:08Z 113.6K followers, 34.5K engagements

"@hopes_revenge @MostlyMonkey Ppl helping Sam Altman murder ppl for [--] fig TC"
X Link 2026-02-15T07:10Z 113.6K followers, [--] engagements

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@based16z
/creator/twitter::based16z