# ![@beaniemaxi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1351139954525696005.png) @beaniemaxi Beanie

The NFT market, particularly related to Beanie and other projects, is experiencing a downturn, with some investors getting liquidated and projects shutting down. Several founders and influencers are facing criticism and backlash, including Spencer, the founder of Moonbirds. The market correction is leading to a reevaluation of project valuations and investor sentiment.

### Engagements: [---] [#](/creator/twitter::1351139954525696005/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1351139954525696005/c:line/m:interactions.svg)

- [--] Week [------] -70%
- [--] Month [-------] -95%
- [--] Months [----------] -40%
- [--] Year [----------] -23%

### Mentions: [--] [#](/creator/twitter::1351139954525696005/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1351139954525696005/c:line/m:posts_active.svg)

- [--] Week [--] -26%
- [--] Month [---] -57%
- [--] Months [-----] +21%
- [--] Year [-----] -31%

### Followers: [-------] [#](/creator/twitter::1351139954525696005/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1351139954525696005/c:line/m:followers.svg)

- [--] Week [-------] -0.08%
- [--] Month [-------] -0.33%
- [--] Months [-------] -0.18%
- [--] Year [-------] +4.80%

### CreatorRank: [---------] [#](/creator/twitter::1351139954525696005/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1351139954525696005/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  57.14% [finance](/list/finance)  38.39% [cryptocurrencies](/list/cryptocurrencies)  24.11% [technology brands](/list/technology-brands)  9.82% [countries](/list/countries)  8.93% [nfts](/list/nfts)  3.57% [social networks](/list/social-networks)  1.79% [vc firms](/list/vc-firms)  1.79% [financial services](/list/financial-services)  1.79% [travel destinations](/list/travel-destinations)  0.89%

**Social topic influence**
[crypto](/topic/crypto) 12.5%, [ai](/topic/ai) 10.71%, [ceo](/topic/ceo) 8.93%, [$ampl](/topic/$ampl) #19, [$wrd](/topic/$wrd) #7, [ipo](/topic/ipo) #774, [$klar](/topic/$klar) #23, [$chym](/topic/$chym) #13, [market](/topic/market) 4.46%, [firefly aerospace](/topic/firefly-aerospace) #45

**Top accounts mentioned or mentioned by**
[@goldilock1969](/creator/undefined) [@boxlongs](/creator/undefined) [@moskov](/creator/undefined) [@spenserskates](/creator/undefined) [@liebermanaustin](/creator/undefined) [@mert](/creator/undefined) [@barnietaintpipe](/creator/undefined) [@ryderripps](/creator/undefined) [@nikitabier](/creator/undefined) [@djaniwhaleskul](/creator/undefined) [@vaultdomains](/creator/undefined) [@antiquenft](/creator/undefined) [@dape_agent](/creator/undefined) [@wanagiamma](/creator/undefined) [@tudmotu](/creator/undefined) [@harryscrypto](/creator/undefined) [@vicsala_victor](/creator/undefined) [@brettthebrewer](/creator/undefined) [@limmadia_1512](/creator/undefined) [@metajules](/creator/undefined)

**Top assets mentioned**
[Ampleforth (AMPL)](/topic/$ampl) [WeRide Inc. (WRD)](/topic/$wrd) [Klarna Group plc (KLAR)](/topic/$klar) [Chime Financial, Inc (CHYM)](/topic/$chym) [Firefly Aerospace (FLY)](/topic/firefly-aerospace) [Fluidity (FLY)](/topic/$fly) [Bitcoin (BTC)](/topic/bitcoin) [Riskified Ltd. (RSKD)](/topic/$rskd) [Remitly Global, Inc. (RELY)](/topic/$rely) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Asana, Inc. (ASAN)](/topic/$asan) [Pudgy Penguins (pudgypenguins)](/topic/pudgypenguins) [Pudgy Penguins (PENGU)](/topic/pudgy-penguins) [eToro Group Ltd (ETOR)](/topic/$etor) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [PubMatic, Inc. (PUBM)](/topic/$pubm) [Rapids (RPD)](/topic/$rpd) [Freshworks Inc. (FRSH)](/topic/$frsh) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Magic Eden (ME)](/topic/magic-eden) [Doodles (doodles)](/topic/doodles) [Pump.fun (PUMP)](/topic/pumpfun) [Moonbirds (moonbirds)](/topic/moonbirds) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Imagine thinking that OpenSea was just gonna airdrop a token rewarding its existing users that generated billions in fees for the platform. We were duped by the illusion of the good intentions of others. Literally send the token to zero when it launches. Ive already seen enough"  
[X Link](https://x.com/beaniemaxi/status/1883964935602159767)  2025-01-27T19:46Z 228.3K followers, 60.6K engagements


"A few years ago I invested in a company that I described as the picks and shovels of web3. Was a bear market and B2B sales dead but I still have these assets. We can mint physically print on demand and ship comic orders. I want to take over Punks Comic from Pixel Vault. Plan👇"  
[X Link](https://x.com/beaniemaxi/status/1938960705799234020)  2025-06-28T14:00Z 228.3K followers, 58.9K engagements


"For the sake of transparency Ill make my offfer public. I will offer $1 for Pixel Vault. Given my proven and verifiable track record I believe the community will benefit. On a future sale of the company I offer 50% of the proceeds to the investors. Happy to work with Seedphrase"  
[X Link](https://x.com/beaniemaxi/status/1948152874594074728)  2025-07-23T22:46Z 228.3K followers, 55K engagements


"Last week it was Magic Eden with multiple layoffs. This week its Doodles. Pixel Vault closed. The NFT industry is reaching a bottom. Only Pudgy Penguins is really notable. Although others are still trying hard. And most just slipped away. Bubble popped and its still deflating"  
[X Link](https://x.com/beaniemaxi/status/1948460378545086584)  2025-07-24T19:08Z 228.3K followers, 104K engagements


"Pumpfun insiders dumped $160M of tokens in the first few days of trading. At the same time notorious inffluencers known for undisclosed paid shills of fake provably fair casinos were telling people that questioned the valuation that theyre anti-crypto and should support PUMP"  
[X Link](https://x.com/beaniemaxi/status/1948803527146344688)  2025-07-25T17:52Z 228.3K followers, 40.6K engagements


"We have seen Luca turn around Pudgy Penguins. Spencer seems to be doing the same with Moonbirds. Garga came back as Yuga CEO and has been delivering. Matt is cooking with Critters. Crypto does have some transformational leaders. Your job is easy. Just bet on them"  
[X Link](https://x.com/beaniemaxi/status/1956766004287066413)  2025-08-16T17:12Z 228.3K followers, 37.6K engagements


"I think suing Ryder Ripps was a very bad decision. Economically it made no sense. And although the RR BAYC collection is an exact copy theres plenty of artistic precedence to jusrify it. Feels distracting to Yuga. Garga has a chance now to squash it. Might be worth considering"  
[X Link](https://x.com/beaniemaxi/status/1957274155704877221)  2025-08-18T02:51Z 228.3K followers, 65.6K engagements


"@ryder_ripps RR BAYC has alot of lore. I dont even know where to buy it though Decentralized OpenSea seems to have blocked it. Might be the only NFT blocked there😂 Wild stuff"  
[X Link](https://x.com/beaniemaxi/status/1957278721439567941)  2025-08-18T03:09Z 228.3K followers, [----] engagements


"BAYC floor now down another 10% since all the amazing announcements. You can call me an asshole for pointing it out (like many have). I really mean no harm and think the team is actually doing a great job. But thats what makes it so bearish. Same with all PFPs. Market is cooked"  
[X Link](https://x.com/beaniemaxi/status/1982944929866264837)  2025-10-27T22:58Z 228.3K followers, 42.7K engagements


"Im gonna stop confusing everybody that think Im bullish on NFTs just cause I rock a Pudgy Penguins PFP. And I got my Substack launching soon (will be dope). So no better time than ever to dox. My name is Michael Kim. Friends call me Beanie. Nice to meet you all. #NewProfilePic"  
[X Link](https://x.com/beaniemaxi/status/1999969268029612484)  2025-12-13T22:26Z 228.3K followers, 35.6K engagements


"Its just inevitable that youll hear about $WRD at some point. Overlooked by US investors as most have never been to Asia. And cant comprehend that theres actually driverless robotaxis operating in multiple major cities TODAY powered by WeRide. Well run and profitable by [----]. Our Robotaxis are in Beijing Guangzhou Abu Dhabi Dubai Riyadh Zurich & Singapore ✨ With around [----] Robotaxis globally by end [----] we're set to deploy tens of thousands by [----] - powered by WeRide One our universal AV platform enabling safe testing and operations. $WRD https://t.co/iHsrf5JVfG Our Robotaxis are in Beijing"  
[X Link](https://x.com/beaniemaxi/status/2002153915299868835)  2025-12-19T23:07Z 228.3K followers, [----] engagements


"Firefly Aerospace $FLY has [--] ways to win with the Golden Dome mega project: 1) Rockets: Ability to launch things fast and efficiently. 2) Electra spacecraft: Space maneuvering vehicle platform. 3) Ground processing: Take data from space sensors and convert to actionable intel"  
[X Link](https://x.com/beaniemaxi/status/2002436665449853263)  2025-12-20T17:51Z 228.3K followers, [----] engagements


"All the problems youre seeing with Waymo in California are due to software glitches that WeRide doesnt have because its built better. US investos are really missing the actual autonomous driving gem which is $WRD. Has nearly the same scale as Waymo without the tech problems"  
[X Link](https://x.com/beaniemaxi/status/2003127157384773662)  2025-12-22T15:35Z 228.3K followers, [----] engagements


"Somehow Waymo is valued at over 50x $WRD. Based on current rounds. And Id argue that its worth less. It has a few more vehicles on the road but constant issues. WeRide has literally never had a safety issue. Its operating without safety drivers in many developed countries"  
[X Link](https://x.com/beaniemaxi/status/2003128943881384109)  2025-12-22T15:42Z 228.3K followers, [----] engagements


"Cathie Wood continues to add $WRD shares. Now up to [--] million shares which makes up 1% of the ARK Autonomous Tech. & Robotics ETF holdings. Theres really only [--] L4 AV players. WeRide Pony and Baidu. And WeRide is priced at a ridiculous discount to the other [--]. I like it alot"  
[X Link](https://x.com/beaniemaxi/status/2005020233912967590)  2025-12-27T20:57Z 228.3K followers, [----] engagements


"You probably missed Tesla (and the generational wealth) so don't repeat the same mistake twice. WeRide $WRD has close to the scale of Waymo with superior L4 tech but trades below 1% of its valuation because it's Chinese. Watch this video and learn👇 https://youtu.be/Qe6Am-Mgikksi=kA6Gv8n0FbcTNZ0g https://youtu.be/Qe6Am-Mgikksi=kA6Gv8n0FbcTNZ0g"  
[X Link](https://x.com/beaniemaxi/status/2006822724237406408)  2026-01-01T20:19Z 228.3K followers, 18.7K engagements


"5 years ago Softbank invested hundreds of millions of dollars into $KLAR at a $45 billion dollar valuation. This was before the business model was proven. Now it is. And Klarna is the clear cut leader in BNPL. Which is displacing revolving credit card debt. Buy now at 80% off"  
[X Link](https://x.com/beaniemaxi/status/2007098243071762722)  2026-01-02T14:34Z 228.3K followers, 10.8K engagements


"As we move into [----] my portfolio is dominated by category defining techs that recently went public at a massive discount to prior venture rounds. I"ve talked about $CHYM before and that"s a core holding. Same story. $ETOR is another one. All trading well below recent rounds.✅"  
[X Link](https://x.com/beaniemaxi/status/2007098246519472421)  2026-01-02T14:34Z 228.3K followers, [----] engagements


"The VC investors might be early but aren't wrong. And the retail public for the first time gets a SIGNIFICANTLY better entry on stocks that will likely define very critical fintech categories over the next decade. $KLAR $CHYM $ETOR [----] was the year of down round IPO. [----] 📈"  
[X Link](https://x.com/beaniemaxi/status/2007098249774330190)  2026-01-02T14:34Z 228.3K followers, [----] engagements


"Adding $CDLX here. Similar play to $BLND when it was $1. When the product was gaining traction among users but revs greatly impacted by an uncontrollable event. In this case its Chases CMS. Widely known to be an inferior product. Bank of America continuation not priced in"  
[X Link](https://x.com/beaniemaxi/status/2008282125204676840)  2026-01-05T20:59Z 228.3K followers, 10.9K engagements


"$BLND had some debt overhang as it had to right size the biz. So does $CDLX. But guiding to positive FCF. Surely this isnt a debilitating situation. Old CFO back tells me that theres something in the works. A recapitalization / private equity deal like what we saw with Haveli"  
[X Link](https://x.com/beaniemaxi/status/2008282127511531840)  2026-01-05T20:59Z 228.3K followers, [----] engagements


"Jensen Huang's CES keynote presentation highlighted a global L4 autonomous driving and Robotaxi ecosystem built on NVIDIA technologies with WeRide featured as a key participant. Not priced in for $WRD"  
[X Link](https://x.com/beaniemaxi/status/2008766364123570238)  2026-01-07T05:03Z 228.3K followers, [----] engagements


"$WRD hit $44 last year. Which is still under a $10 billion valuation. Not absurd to think given this hype that it could revisit those levels. It literally had nothing then. And now it's a fully autonomous and the lowest production cost Robotaxi in China and UAE"  
[X Link](https://x.com/beaniemaxi/status/2008767463773647296)  2026-01-07T05:07Z 228.3K followers, [----] engagements


"Both $KLAR and $CHYM in recent conferences have stated unequivocally that there's no consumer weakness. And $CDLX CEO said the same thing on a podcast a few weeks ago. He has access to $6T of annual consumer spend data. Retail public thinks the sky is falling. What if it isn't"  
[X Link](https://x.com/beaniemaxi/status/2008920378991628383)  2026-01-07T15:15Z 228.3K followers, [----] engagements


"Amplitude $AMPL gets upgraded to OVERWEIGHT at Morgan Stanley. Price target raised to $16. Also announced a small marketing AI acquisition yesterday. Its a true AI disruptor that has poached some of the best devs from YC during the past year. Unfairly mispriced in SaaS fud"  
[X Link](https://x.com/beaniemaxi/status/2011818734059491493)  2026-01-15T15:12Z 228.3K followers, [----] engagements


"If I was trying to make a living here (luckily Im not) Id just be posting about BAYC. I do like high impressions however as I want to get my ideas out there. Not because I have a service to sell (I dont) but I value the feedback and hearing the counterpoints to my thesis"  
[X Link](https://x.com/beaniemaxi/status/2011883506390221193)  2026-01-15T19:29Z 228.3K followers, [----] engagements


"My best guess as to how this plays out (purely speculative hunch) is that Monday morning is the final capitulation. Causing everybody to have a bad Superbowl weekend. And then reversal mid-day with a relief rally. Markets are cruel like that. If you aren't on margin don't worry"  
[X Link](https://x.com/beaniemaxi/status/2019536685793722818)  2026-02-05T22:20Z 228.3K followers, [----] engagements


"Like unless you think crypto is dead forever you aren't sellimg here unless forced. And the fundamentals have never been better for crypto adoption. Particularly for the tokenization of real world assets. I'm not even saying buy right now. But it's too late into the drop to sell"  
[X Link](https://x.com/beaniemaxi/status/2019537559026811205)  2026-02-05T22:24Z 228.3K followers, [----] engagements


"⚠ NOT FINANCIAL ADVICE ⚠ Posts are for informational purposes only and are not financial advice. Always assume that I am actively trading.and my posts may be biased towards my holdings. Trading crypto assets is extremely risky and can result in very significant capital losses"  
[X Link](https://x.com/anyuser/status/1446106342909829124)  2021-10-07T13:33Z 228.3K followers, [----] engagements


"Ethereum Foundation is run by a high school teacher from Japan that hates competition believes in equality of outcome over opportunity and doesnt recognize blockchain consensus as a means of governance. Ethereum has a woke culture problem. And because of that Solana is winning"  
[X Link](https://x.com/anyuser/status/1881494131484278945)  2025-01-21T00:08Z 228.3K followers, 174K engagements


"This guy literally said and I quote: "I control that n*****. I send $$ to his sister and he signs whatever I say and does what I want." And he wasnt talking about one of his Fortnite buddies. Hes referring to the sitting President of Argentina. You cannot make this up.😂"  
[X Link](https://x.com/anyuser/status/1891970038422192310)  2025-02-18T21:56Z 228.3K followers, 422.6K engagements


"Wintermute CEO fully admits that his strategy is extracting as much as possible. This is actually who you are trading against. You dont stand a chance without insider information"  
[X Link](https://x.com/anyuser/status/1892031074223423551)  2025-02-19T01:58Z 228.3K followers, 313.2K engagements


"RTFKT wont even pay its $10/month web hosting bill. So now you cant even see the jpegs that you collectively bought for over $100M"  
[X Link](https://x.com/anyuser/status/1915387192345497654)  2025-04-24T12:47Z 228.3K followers, 169K engagements


"It may sound crazy now as the stock is up nearly 4x from an already lofty IPO price but Circle $CRCL is almost a perfect short. Here are [--] reasons why👇 1) All its comps are juiced by periods of high rates and hockey stick adoption. Its competitors like Tether are generally considered to be more competent operators. Anecdotal but crypto native users prefer USDT for whatever reason. 2) Its largest partners like Coinbase can easily replicate the platform. Coinbase has the technological capabilities already with its custody service. Why wouldnt it launch its own stablecoin 3) Circle isnt a bank."  
[X Link](https://x.com/beaniemaxi/status/1931336528933871632)  2025-06-07T13:04Z 228.3K followers, 33.9K engagements


"NFT market will come back just like Bitcoin did after everybody called the bubble top at $1 and it fell back under [--] cents. What wont come back are your monkey jpegs"  
[X Link](https://x.com/beaniemaxi/status/1964509726408134883)  2025-09-07T02:03Z 228.3K followers, 67.5K engagements


"Its not lost on me that Haveli bought a near 10% stake in Couchbase mere months before it took it private this past June. Same playbook with $BLND. As it recently bought 10M shares open market. Obvious that this company will be taken out. Just hope it goes a little higher first"  
[X Link](https://x.com/beaniemaxi/status/1995150464548307414)  2025-11-30T15:18Z 228.3K followers, 10K engagements


"For [----] Im betting BIG on nerds. $AMPL"  
[X Link](https://x.com/beaniemaxi/status/2002420073907318979)  2025-12-20T16:45Z 228.3K followers, [----] engagements


"Alot of Nikita hate on the tl (especially among crypto bros / AI slop bots) but I like this. Reason being Ive been posting alot about tech stocks lately. And alot of these tickers are unclear as theres popular crypto tokens with the same ticker. Like $AMPL and $S for instance. X is the best source for financial news -- and hundreds of billions of dollars are deployed based on things people read here. We are building Smart Cashtags that allow you to specify the exact asset (or smart contract) when posting a ticker. From Timeline users will be able to https://t.co/nFtuA2ISqJ X is the best"  
[X Link](https://x.com/beaniemaxi/status/2010775406102659442)  2026-01-12T18:06Z 228.3K followers, [----] engagements


"You can now book WeRide $WRD fully autonomous rides with WeChat in China"  
[X Link](https://x.com/beaniemaxi/status/2011443564903809173)  2026-01-14T14:21Z 228.3K followers, [----] engagements


"Since I started diligently posting actionable stock / crypto insights with tickers a couple months ago (vs. slop NFT takes) my impressions per post have dropped 80%. My calls have mostly been bang on. Several multi-baggers already. Is this the financial app algo @nikitabier"  
[X Link](https://x.com/beaniemaxi/status/2011882374867665400)  2026-01-15T19:25Z 228.3K followers, 11.4K engagements


"Long Ethereum here. Overdone move against Bitcoin in particular. Tokenization of assets a sleeping mega trend narrative that should roar back to life any moment now and could send ETH to the moon quickly. I like the odds here. NFA and I reserve right to change opinion whenever"  
[X Link](https://x.com/beaniemaxi/status/2018689152036823245)  2026-02-03T14:12Z 228.3K followers, 11.6K engagements


"I was a little early a couple days ago saying to buy Ethereum. But if history is any indication it will be a profitable trade. Have to be at or near the bottom of this move. Impossible to time exactly but if you're within 20-30% of the bottom on violent swings you're pretty good"  
[X Link](https://x.com/beaniemaxi/status/2019484164307697912)  2026-02-05T18:51Z 228.3K followers, 13.1K engagements


"Maybe it goes down more but at $80 it's a good bet on the future of crypto. I think within a few years it's easily over $1000. Could drop more like anything else as leverage is removed from the system (there's alot of that rn). But unless crypto is over and done with it bounces"  
[X Link](https://x.com/beaniemaxi/status/2019545085415973331)  2026-02-05T22:54Z 228.3K followers, [----] engagements


"You've been warned. SOLANA GAMING SUPER CYCLE"  
[X Link](https://x.com/beaniemaxi/status/2020213094937436199)  2026-02-07T19:08Z 228.3K followers, [----] engagements


"Should not be surprising as this team has been laser focused building and constantly delivering for years. It WILL pay off"  
[X Link](https://x.com/beaniemaxi/status/2020214884315627554)  2026-02-07T19:15Z 228.3K followers, [----] engagements


"Best offer on a BAYC is now $33k. It was nearly double that a week or so ago when I laid out my bear thesis. Not sure why I need to say this but I dont hate yuga. Im completely indifferent to any of these companies. To me its just about making the right trading decisions"  
[X Link](https://x.com/beaniemaxi/status/1693234868249919957)  2023-08-20T12:13Z 228.5K followers, 49.7K engagements


"Satoshi emails on the tl today. Ill tell you who I think it is👇 While Hal Finney is the Bitcoin bull case Ive spent years digging into the origin of Satoshi. Ive read everything I could find and watched countless shows and even foreign documentaries about this topic. I remain pretty convinced that Satoshi is Paul Le Roux. Main evidence being the fact that Satoshi went dark literally right before Le Roux was apprehended in Liberia. Satoshi was very active in emails forum and newsgroups. Never to be heard from again. Le Roux of course is in prison for multiple major crimes. And will be at"  
[X Link](https://x.com/beaniemaxi/status/1761172490871566735)  2024-02-23T23:33Z 228.4K followers, 331.4K engagements


"I really feel like I havent scratched the Libra surface yet. Alot of painful facts are coming out. I think Ive been very responsible with my reporting. While much of it seems like gossip its later confirmed by credible sources. But Im losing friends over this. Do I continue"  
[X Link](https://x.com/beaniemaxi/status/1894742190234222791)  2025-02-26T13:31Z 228.4K followers, 110K engagements


"Prosecutors in Argentina have now asked the justice department to solicit an Interpol red notice for the international capture and detention of Hayden Davis"  
[X Link](https://x.com/beaniemaxi/status/1899952508166168778)  2025-03-12T22:35Z 228.4K followers, 134.9K engagements


"This is my final post on the Pixel Vault asset acquisition offer. And if I dont get an LOI today consider it formally withdrawn. There will not be a followup post. But for those interested I outlined a sensible and immediate plan of action working alongside with Chuba. This includes the leveraging of unreleased tech that Chuba has already built. We believe we can leverage AI to create a low lift monthly comic that is topical and based upon ct chatter and trends. It will be sold on a shallow bonding curve for a nominal fee. Chuba has a scratch and win lottery ticket tech that we will leverage"  
[X Link](https://x.com/beaniemaxi/status/1948435637587099782)  2025-07-24T17:30Z 228.4K followers, 35.4K engagements


"Orangie confirms that he was liquidated and has to immediately sell his Sprinter van"  
[X Link](https://x.com/beaniemaxi/status/1977566608416801114)  2025-10-13T02:46Z 228.4K followers, 380.4K engagements


"ApeFest brought BAYC euphoria back. Couldnt have bigger announcements. Amazon Gaming partnership new streaming show and even construction of the IRL clubhouse starting in a couple months. And the NFT which has been down only for several years barely budges. Market is cooked"  
[X Link](https://x.com/beaniemaxi/status/1982077274758263052)  2025-10-25T13:30Z 228.4K followers, 60.3K engagements


"Agentic shopping is a mega trend. Its seeing insane growth across all channels. Uses AI agents to make rational decisions and complete purchases. Stripe has gone all-in on it. Putting their best and brightest on it. $CMRC is early to the trend. Already partnered with Perplexity"  
[X Link](https://x.com/beaniemaxi/status/1982482833143992498)  2025-10-26T16:21Z 228.4K followers, [----] engagements


"What this also drives are new ecommerce fraud vectors. At a pace weve never seen before. And the top product in this very niche space of merchant fraud prevention (arguably more robust than Stripe Radar) is $RSKD. A stock trading at only 2x cash with no debt. Set to capitalize"  
[X Link](https://x.com/beaniemaxi/status/1982482841452888415)  2025-10-26T16:21Z 228.4K followers, [----] engagements


"You were warned that this would happen. It doesnt take much to move the needle here. Literally one new buyer as it only trades like $500k a day volume. Ive been adding more $TEAD today too. Not done either. I eat my cooking unlike others here. Its still ridiculously cheap $7. Teads launching performance advertising for CTV is a game changer - Only made possible thanks of its merger with Outbrain. Ideal marriage. Market really not paying attention here as $TEAD trades down at $1.50 while controlling the most premium digital real estate on the internet. Teads launching performance advertising"  
[X Link](https://x.com/beaniemaxi/status/1982833056617832780)  2025-10-27T15:33Z 228.5K followers, 19K engagements


"@BoxLongs Just cautious as I was with $PUBM following $TEAD earnings. I expect the worse but happy when my low expectstions get exceeded. But $RSKD I really have a long term thesis on"  
[X Link](https://x.com/beaniemaxi/status/1988337169765986549)  2025-11-11T20:04Z 228.5K followers, [---] engagements


"Gm from the farm.🌦 Woke up early to sip on some unpasteurized milk and listed to the $RSKD Q3 earnings call. TL;DR The numbers look good"  
[X Link](https://x.com/beaniemaxi/status/1988579356709679518)  2025-11-12T12:07Z 228.4K followers, [----] engagements


"@DjaniWhaleSkul $RPD $RSKD $PUBM (rerated higher yesterday) $CMRC $TEAD $MQ"  
[X Link](https://x.com/beaniemaxi/status/1988612931844477270)  2025-11-12T14:20Z 228.4K followers, [---] engagements


"Just a reminder that you can use anything you want as a PFP. Meaning you dont need to own the NFT. There are no rules or anything like that. At one point there was a social construct around this but that ship has sailed. Which means the PFP NFT has literally no utility or value"  
[X Link](https://x.com/beaniemaxi/status/1990904201480909293)  2025-11-18T22:05Z 228.4K followers, 35.7K engagements


"At peak NFT fomo Damien Hirst sold [-----] mints for $2000 each. Buyers had the opportunity to keep the digital token or burn and receive a small physical version. Market preference is clear. While the digital is still worth $2000 the physical floor is up 600% to over $14000"  
[X Link](https://x.com/beaniemaxi/status/1991159263100633536)  2025-11-19T14:58Z 228.5K followers, 119.2K engagements


"As predicted $GDOT acquired [--] weeks later. Dimensional buying dip just filed a 13G for $GDOT Green Dot. This company is getting acquired any day now. China exit clears the way. So does settling a recent suit. Interim CEO is [--] years old. Mystery shelf filing along with comment of we have no plans to use it. All adds up. https://t.co/4n4TDbgtfU Dimensional buying dip just filed a 13G for $GDOT Green Dot. This company is getting acquired any day now. China exit clears the way. So does settling a recent suit. Interim CEO is [--] years old. Mystery shelf filing along with comment of we have no"  
[X Link](https://x.com/beaniemaxi/status/1992927564445483212)  2025-11-24T12:05Z 228.4K followers, [----] engagements


"$RPD and $RSKD next"  
[X Link](https://x.com/beaniemaxi/status/1992928010123829309)  2025-11-24T12:07Z 228.4K followers, [----] engagements


"My new hobby is reading LinkedIn career highlights from failed crypto founders desperately looking for work"  
[X Link](https://x.com/beaniemaxi/status/1994617606696046744)  2025-11-29T04:01Z 228.4K followers, 33.5K engagements


"Asana $ASAN a name nobody has been talking about for years has been quietly positoning itself as as the agentic control plane for knowledge-work orchestration. The founder @moskov has bought almost $2 Billion worth of shares open market. And is tight with Sam Altman and OpenAI"  
[X Link](https://x.com/beaniemaxi/status/1995965036809125981)  2025-12-02T21:15Z 228.4K followers, 10.4K engagements


"$RELY stands to benefit from the Airwallex / China data mismanagement accusation. Perfect timing as Remitly is looking to grow its enterprise business. Can see Airwallex being banned for use by US companies. Not worth the risk of CCP getting access to this treasure trove of data"  
[X Link](https://x.com/beaniemaxi/status/1996062723617214953)  2025-12-03T03:43Z 228.4K followers, [----] engagements


"At some point the market will start to reprice $ASAN as the agentic control plane for knowledge-work orchestration rather than just another work flow software tool. Its the reason that @moskov has literally bought well over a BILLION DOLLARS worth of shares recently open market"  
[X Link](https://x.com/beaniemaxi/status/1996231640616415354)  2025-12-03T14:54Z 228.4K followers, [----] engagements


"The real takeaway for $ASAN at the UBS conference yesterday is that theres a pretty clear line of sight to 20%+ growth without sacrificing the 90% gross margins. This will be driven by AI Teammates. Which is already in closed beta being used by Morningstar and others"  
[X Link](https://x.com/beaniemaxi/status/1996555442886259012)  2025-12-04T12:21Z 228.5K followers, [----] engagements


"$AMPL founder and CEO @spenserskates continues to give good vibes after listening to him on a Y Combinator podcast yesterday talking about AI disruption of traditional software SaaS companies. Amplitude well positioned to not only not be disrupted but actually be the disruptor"  
[X Link](https://x.com/beaniemaxi/status/1996568671666192628)  2025-12-04T13:14Z 228.5K followers, [----] engagements


"$AMPL really acquihired the most elite set of AI nerds from YC during the past year. If you have the vision to look out even a few months I think youll be blown away with what these Chads roll out. Starting with Ask AI next month. The Cursor of analytics. Rerating very soon"  
[X Link](https://x.com/beaniemaxi/status/1996613123231633919)  2025-12-04T16:10Z 228.5K followers, [----] engagements


"$RELY CEO today sees the biggest opportunity in stablecoin adoption for Remitly simply from their tens of millions of foreign recipient users that will want to hodl a stronger USD over local currencies that are in terminal decline. Stablecoins are basically the USD trojan horse"  
[X Link](https://x.com/beaniemaxi/status/1998595108133023877)  2025-12-10T03:26Z 228.4K followers, [----] engagements


"Remitly $RELY has been outspending its competition by a mile in marketing. And the market has punished it for doing so. Treating the spend like a black hole. However Remitly has proven that it can generate 6x the marketing spend per customer in direct gross profit over [--] years"  
[X Link](https://x.com/beaniemaxi/status/2003171202484044204)  2025-12-22T18:30Z 228.4K followers, [----] engagements


"Tokenization of stocks will drive 24/7 trading and untap $300B of stablecoin liquidity. Its inevitable. Meanwhile AI has made next level investment research and modelling accessible to everyone. Not just hedge funds like Resaissance and Millennium. Long $ETOR as beneficiary"  
[X Link](https://x.com/beaniemaxi/status/2006405592051536112)  2025-12-31T16:42Z 228.4K followers, [----] engagements


"Remitly $RELY is trading at a 70% discount to its [----] IPO price despite inflecting to positive net operating income 28% growth this year and being a beneficiary of the 1% cash remittance tax that will hurt it's physical location competition. The gross profit chart is perfect"  
[X Link](https://x.com/beaniemaxi/status/2007234794737029455)  2026-01-02T23:37Z 228.4K followers, [----] engagements


"$RELY possibly the most mispriced stock. Trades at trailing [--] month 8x FCF and EBITDA multiple. At the same time it's in rapid growth mode. Early to stablecoins. Digital disruptor of physical remittances that will be subject to the new 1% cash tax. Immigration fud created alpha"  
[X Link](https://x.com/beaniemaxi/status/2008615889449652251)  2026-01-06T19:05Z 228.4K followers, [----] engagements


"Its basically the Google AdWords of TV advertising. And connected TV is viewed by the average person over [--] hours a day. Its a more engaging medium than social media for instance. Growrh has gone parabolic. $MNTN is a fully programmatic self-serve platform and AI ad creator"  
[X Link](https://x.com/beaniemaxi/status/2009027278143963345)  2026-01-07T22:20Z 228.4K followers, [----] engagements


"@LiebermanAustin Now do $DOCU"  
[X Link](https://x.com/beaniemaxi/status/2010779396693774467)  2026-01-12T18:22Z 228.4K followers, [----] engagements


"@LiebermanAustin $FRSH another one that I think is cooked. Considering OpenAI built its own chat bot easily and uses jt"  
[X Link](https://x.com/beaniemaxi/status/2010779601547772033)  2026-01-12T18:23Z 228.5K followers, [---] engagements


"$BKKT quickly doubled off the local low. So my next play that I bet will greatly outperform Bitcoin is $ASST. Super-DAT (acquired another DAT). Down 95% from its last summer fomo peak. It sold off today into a strong Bitcoin market on fud about a reverse split. Perfect entry"  
[X Link](https://x.com/beaniemaxi/status/2011217853735698853)  2026-01-13T23:24Z 228.5K followers, [----] engagements


"65% of tokens burned. Supply permanently reduced. No VC allo. Basically all the things that have killed every gaming (and most crypto) project over the past few years addressed. Highly risky ofc and nfa but basic sample math in this "Ore inspired" token distribution mechanic.👇 GENESIS QUEST STAKING UPDATE THE LUCKY PICK MINING PROTOCOL & TOKENOMICS RELEASED Introducing The Lucky Pick: our token mining protocol that will fairly distribute $QUEST to the community. Here's everything you need to know 🧵 https://t.co/Xf1MT6O1fM GENESIS QUEST STAKING UPDATE THE LUCKY PICK MINING PROTOCOL &"  
[X Link](https://x.com/beaniemaxi/status/2018557488443048394)  2026-02-03T05:29Z 228.5K followers, 12.4K engagements


"Accurate timeline for the Class of [--] that routinely ask me wtf happened to Pixel Vault following my removal [---] years ago. I cared deeply about that project and still love the community. Some of the sharpest and best crypto ppl that exist were a part of it. We now vibe in 2.0👇 Pixel Vault promised the Marvel of Web3. It raised $100 million. Launched tokens and comics. Even promised a game backed by the DAO. Today everything is gone. Heres how Pixel Vault collapsed🧵 (1/11) https://t.co/x7VfeBd1KS Pixel Vault promised the Marvel of Web3. It raised $100 million. Launched tokens and comics."  
[X Link](https://x.com/beaniemaxi/status/1938273577620701263)  2025-06-26T16:30Z 228.4K followers, 35.4K engagements


"$BIGC is down 97% from its fomo peak and 94% from the very hyped day [--] high IPO price. Its a positive FCF partner-focused ecommerce platform in the midst of a transtion back to growth and asset light self-service model. Bigcommerce has a new CEO from Accenture who has led [--] companies that were sold to Shopify. Hes also brought along several team members with him. Anecdotally a very impressive and crisp speaker with over [--] years of evommerce experience. Frankly a career of stacking W after W. This really is a misunderstood story that is trading at an all time low. The fud is that its simply"  
[X Link](https://x.com/beaniemaxi/status/1948779062878482517)  2025-07-25T16:15Z 228.4K followers, 29K engagements


"Theres no bigger wealth generator in crypto than getting in early to a GameFi winner. But keep in mind that nearly all fail. But when something hits it just prints. Seeing it rn with a soccer fantasy sports app. Less than [----] unique depositors. Its early. But still 100x moves"  
[X Link](https://x.com/beaniemaxi/status/1959497059670605983)  2025-08-24T06:04Z 228.4K followers, 33.8K engagements


"The Sandbox sold over $350M worth of virtual land in [----]. Let that sink in"  
[X Link](https://x.com/beaniemaxi/status/1960825328072605936)  2025-08-27T22:02Z 228.4K followers, 87.3K engagements


"Crypto bro with no savings quits his job to stream full time. It hasnt worked out well. Now hes demanding an immediate stimulus check from Abstract"  
[X Link](https://x.com/beaniemaxi/status/1971629363641848104)  2025-09-26T17:34Z 228.3K followers, 223.6K engagements


"The very simple way to explain the Strategy flywheel is that it requires NFT prices to rise in perpetuity. When this doesnt happen the thing breaks. Actually now were seeing NFT prices fall. So the flywheel is working in reverse"  
[X Link](https://x.com/beaniemaxi/status/1975609039880134931)  2025-10-07T17:07Z 228.4K followers, 52.7K engagements


"Literally nobody considers it a flex anymore to have a CryptoPunks PFP. So you gotta ask yourself whos left as the marginal buyer The same phenomenom occurred with the Bored Ape PFP in [----] for various reasons. And that floor price has dropped 97% since"  
[X Link](https://x.com/beaniemaxi/status/1985687906229608508)  2025-11-04T12:37Z 228.3K followers, 31.4K engagements


"Firefly Aerospace $FLY is down 75% from its peak only a few months ago. Despite landing Blue Ghost successfully on the moon. It has another launch in a few months so will be in the news again. Trades at $1.7B EV with $900M cash and no debt. Its valued less than many meme coins"  
[X Link](https://x.com/beaniemaxi/status/1996202399804109185)  2025-12-03T12:58Z 228.3K followers, 11.2K engagements


"Haveli out there in plain sight in the open market literally acquiring all of $BLND"  
[X Link](https://x.com/beaniemaxi/status/1996391773808243128)  2025-12-04T01:31Z 228.3K followers, [----] engagements


"Key takeaway for $CHYM at UBS conference yesterday is the operating leverage its driving. Not gonna raise headcount next year. Costs mostly fixed. Its proprietary ChimeCore processing platform is driving 90% gross margins. Its ChimeCard take rate suddenly 50% higher than before"  
[X Link](https://x.com/beaniemaxi/status/1996565873583435956)  2025-12-04T13:02Z 228.3K followers, [----] engagements


"Sam Altman is talking about $ASAN. He and Dustin Moskovitz go ways back"  
[X Link](https://x.com/beaniemaxi/status/1998588621578973532)  2025-12-10T03:00Z 228.4K followers, [----] engagements


"$AMPL is quietly becoming THE leader in AI analytics. It poached several top AI builders from Y Combinator the past year. And the best part is you can buy it at 70% discount to its [----] IPO price before the market catches up. Thats the alpha. @spenserskates is a huge brain Chad"  
[X Link](https://x.com/beaniemaxi/status/1998845550364619215)  2025-12-10T20:01Z 228.4K followers, [----] engagements


"Creator coin meta they call it"  
[X Link](https://x.com/beaniemaxi/status/2000396924923584664)  2025-12-15T02:46Z 228.4K followers, [----] engagements


"I dont actually know all that much about Firefly Aerospace $FLY but I also dont think it matters. Company has a rock solid balance sheet is down 75% from peak and is gonna benefit from the secular space trend in [----]. Especially the multi-trillion dollar SpaceX IPO. Easy $$$"  
[X Link](https://x.com/beaniemaxi/status/2000445494703571388)  2025-12-15T05:59Z 228.3K followers, 14.9K engagements


"I have a hunch that well see $100k Bitcoin by the end of the year. Playing it by being long Bitcoin (obviously) and also $GEMI and $BKKT. A couple potential exponential move proxy bets that arent fundamentally broken DATs that will benefit from the reignited interest in crypto"  
[X Link](https://x.com/beaniemaxi/status/2001150008737845550)  2025-12-17T04:38Z 228.4K followers, [----] engagements


"$AMPL Q4 looks good. Were hard at work here for your equity at Amplitude. Were going to be continuing into Christmas week. Merry Christmas https://t.co/njd0RHegat Were hard at work here for your equity at Amplitude. Were going to be continuing into Christmas week. Merry Christmas https://t.co/njd0RHegat"  
[X Link](https://x.com/beaniemaxi/status/2002600408079085613)  2025-12-21T04:41Z 228.4K followers, [----] engagements


"Voyager Technologies $VOYG owns 67% of Starlab (Airbus owns the rest) which will replace the International Space Station within a few years. Space housing is another one of those mega trends thatll creep up on you in disbelief until that moment when its plainly self-evident"  
[X Link](https://x.com/beaniemaxi/status/2002821488949580153)  2025-12-21T19:20Z 228.3K followers, [----] engagements


"Firefly Aerospace $FLY is STILL trading at 1/10 the valuation of $RKLB. Any day now it should announce (with [--] days notice) the launch of its medium-size reusable rocket. If successful and the CEO sounded confident a few days ago at a conference itll be rerated MUCH higher"  
[X Link](https://x.com/beaniemaxi/status/2003164296470286535)  2025-12-22T18:02Z 228.3K followers, [----] engagements


"Just your daily reminder that $VOYG owns 67% of Starlab - along with equity partners like Airbus and Palantir. Its the Mariott of outer space. Starlab success is not priced in"  
[X Link](https://x.com/beaniemaxi/status/2004542055553614140)  2025-12-26T13:17Z 228.4K followers, [----] engagements


"Analysts expect Firefly Aerospace to have the same revenue and earnings as Rocket Lab by [----]. So why is $FLY trading at 1/10th the price of $RKLB Market doesnt believe its rockets can fly. But CEO is very confident as of a couple weeks ago. Launch is soon. Thats the alpha"  
[X Link](https://x.com/beaniemaxi/status/2004547639233413504)  2025-12-26T13:39Z 228.3K followers, 11.8K engagements


"$CHYM is literally obliterating the competition when it comes to new checking account openings. And its not even a bank"  
[X Link](https://x.com/beaniemaxi/status/2005295879641804931)  2025-12-28T15:12Z 228.3K followers, [----] engagements


"Theres many SaaS value traps out there. I think rule of [--] $FRSH is one of these. Despite the new CEO and CFO buying millions worth of shares around this level (love to see it) the core chatbot product is disrupted by AI. OpenAI vibe codes your own chatbot. Saves lots of $$$"  
[X Link](https://x.com/beaniemaxi/status/2006459019842711588)  2025-12-31T20:14Z 228.4K followers, [----] engagements


"Amplitude $AMPL stock is down 70% from its IPO price despite executing on all metrics in a secular hyper growth industry. High IQ founder led (all [--] founders still active) and been poaching top AI talent from YC over the past year. It's a true AI disruptor (not disrupted)"  
[X Link](https://x.com/beaniemaxi/status/2008259530820579431)  2026-01-05T19:29Z 228.4K followers, [----] engagements


"Hilton $HLT an easy technical short here. Could see a Bud Light type fallout over this DHS fiasco. $BUD dropped 20% on that wiping out $27 billion in market value. Took years to recover. Puts still not priced in for potential volatility"  
[X Link](https://x.com/beaniemaxi/status/2008267184502383093)  2026-01-05T19:59Z 228.3K followers, [----] engagements


"Vanguard files a 13G amendment as it increases its stake over to over 10% ownership in Amplitude $AMPL. Stock is down 70% from its IPO price. Valuation hasnr caught up yet to the recent strong business performance. Thats the alpha"  
[X Link](https://x.com/beaniemaxi/status/2008994769910054966)  2026-01-07T20:10Z 228.4K followers, [----] engagements


"Second-order effects of a 10% cap in credit card interest rates are bullish for BNPL models that earn off merchants and not consumers. Long $KLAR. Also bullish for efficient fee-driven neobanks as traditional banks will mass drop customers. Easy onboards for $CHYM. Bearish $JPM"  
[X Link](https://x.com/beaniemaxi/status/2010023968590442709)  2026-01-10T16:20Z 228.3K followers, [----] engagements


"BNPL is displacing the revolving credit model. This move will accelerate that trend. [--] years ago Softbank invested hundreds of millions of dollars into $KLAR at a $45 billion dollar valuation. This was before the business model was proven. Now it is. And Klarna is the clear cut leader in BNPL. Which is displacing revolving credit card debt. Buy now at 80% off. https://t.co/HTQEMLZOWC [--] years ago Softbank invested hundreds of millions of dollars into $KLAR at a $45 billion dollar valuation. This was before the business model was proven. Now it is. And Klarna is the clear cut leader in BNPL."  
[X Link](https://x.com/beaniemaxi/status/2010027482687385750)  2026-01-10T16:34Z 228.3K followers, [----] engagements


"Chime Card is a 0% APR secured credit card. This type of not very common financial product should experience exponential growth if credit card interest rates are capped at 10%. As many (most) consumers will be debanked from their traditional cards because of risk. Get long $CHYM"  
[X Link](https://x.com/beaniemaxi/status/2010079445152055737)  2026-01-10T20:00Z 228.3K followers, [----] engagements


"Any kneejerk reaction weakness in $KLAR on Trumps 10% credit card rate cap comment will make it a ridiculously opportunistic buy. Its like when companies that would obviously benefit from Covid got hit hard initially. Only to 10x or more once the market figured out the benefit"  
[X Link](https://x.com/beaniemaxi/status/2010437307657257128)  2026-01-11T19:43Z 228.3K followers, [----] engagements


"Early overnight trading of Trumps Friday post-market close comments of a 10% credit card rate cap: BNPL stocks are up significantly about 3-5%. Im long $KLAR as the credit card model disruptor. Credit card issuers and big banks down about 1-2%. $COF hit the hardest down 3%"  
[X Link](https://x.com/beaniemaxi/status/2010527923665519038)  2026-01-12T01:43Z 228.3K followers, 15K engagements


"Fundamentals for Solana are pretty good here too. Lack of investment into crypto in general will solidify Solana's lead over competitors. It's like the housing market. When it's down bad building stops and the supply crunch is felt years later. That's why everything is cyclical"  
[X Link](https://x.com/beaniemaxi/status/2019543381131805157)  2026-02-05T22:47Z 228.4K followers, 12.5K engagements

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