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

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- X Year XXXXXXXXXX +8.80%

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

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

- X Week XXXXXXX +0.02%
- X Month XXXXXXX +0.12%
- X Months XXXXXXX +1.90%
- X Year XXXXXXX +9.20%

### CreatorRank: XXXXXXX [#](/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**
[finance](/list/finance)  #5853 [cryptocurrencies](/list/cryptocurrencies)  #1082 [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [nfts](/list/nfts)  #41 [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [vc firms](/list/vc-firms)  #215

**Social topic influence**
[ipo](/topic/ipo) #188, [ai](/topic/ai) #6676, [crypto](/topic/crypto) 4.41%, [$chym](/topic/$chym) #3, [$wrd](/topic/$wrd) #4, [$ampl](/topic/$ampl) #2, [$fly](/topic/$fly) #1, [debt](/topic/debt) #666, [$blnd](/topic/$blnd) #1, [bitcoin](/topic/bitcoin) XXX%

**Top accounts mentioned or mentioned by**
[@boxlongs](/creator/undefined) [@blackcap_eth](/creator/undefined) [@bitgrateful](/creator/undefined) [@speculatorart](/creator/undefined) [@68xlucky](/creator/undefined) [@khallid4397](/creator/undefined) [@whaler99](/creator/undefined) [@vicsalavictor](/creator/undefined) [@barkmeta](/creator/undefined) [@nachunja](/creator/undefined) [@wassieweb3](/creator/undefined) [@huyndvt90](/creator/undefined) [@spenserskates](/creator/undefined) [@bingespresso](/creator/undefined) [@updatingpriors](/creator/undefined) [@jtlonsdale](/creator/undefined) [@nghamsari](/creator/undefined) [@0xrysk](/creator/undefined) [@natesd222](/creator/undefined) [@kryptonomanos](/creator/undefined)

**Top assets mentioned**
[Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Ampleforth (AMPL)](/topic/$ampl) [Fluidity (FLY)](/topic/$fly) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Bitcoin (BTC)](/topic/bitcoin) [UiPath, Inc. (PATH)](/topic/$path) [CryptoPunks (cryptopunks)](/topic/cryptopunks) [Asana, Inc. Class A Common Stock (ASAN)](/topic/$asan) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Marqeta, Inc. Class A Common Stock (MQ)](/topic/$mq) [Strategy (MSTR)](/topic/$mstr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Goldman Sachs (GS)](/topic/goldman-sachs) [Monad (MON)](/topic/monad) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Block, Inc. (XYZ)](/topic/$xyz) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Magic Eden (ME)](/topic/magic-eden) [Doodles (doodles)](/topic/doodles) [Pudgy Penguins (pudgypenguins)](/topic/pudgypenguins) [Pudgy Penguins (PENGU)](/topic/pudgy-penguins) [Pump.fun (PUMP)](/topic/pumpfun) [Rapids (RPD)](/topic/$rpd)
### Top Social Posts
Top posts by engagements in the last XX hours

"Its not lost on me that Haveli bought a near XX% 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 229.8K followers, 8834 engagements


"People keep asking me about Monad. I dont really have a strong opinion on it or any other new blockchain. I think if you look at the market its pretty obvious that theres really only Ethereum and Solana being actively built on. Maybe Binance Chain a little too. And all of these are seeing rapidly declining usage rates. Even Sui with an insane amount of marketing and mindshare never really got a material amount of users. Ill never really short any of these as you never know what tricks they have up their sleeves. Its easy to control supply and create other types of short term incentives that"  
[X Link](https://x.com/beaniemaxi/status/1995370802007396779)  2025-12-01T05:54Z 229.8K followers, 14.8K engagements


"MEXC finally says the quiet part out loud. Theyre the wolf. Youre the sheep. Reassuring to those with frozen accounts"  
[X Link](https://x.com/beaniemaxi/status/1995490354154582102)  2025-12-01T13:49Z 229.8K followers, 4798 engagements


"People always ask if there were signs. This clip is from a year ago👇 Over the last two weeks Andrew we've generated $XXX billion in BTC gains. We're making $XXX million a day. I'm staring at my screen and we're selling dollar bills for $X sometimes a million times a minute"  
[X Link](https://x.com/beaniemaxi/status/1995502221799415943)  2025-12-01T14:36Z 229.8K followers, 656.7K 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 229.8K followers, 3464 engagements


"More reason why I fade consensus smart plays like $PYPL. Just like $XYZ yesterday the CFO uses whats supposed to be an investor friendly fireside chat at the UBS conference to unnecessarily fud their own company by making negative forward looking statements nobody asked for"  
[X Link](https://x.com/beaniemaxi/status/1996359683351978036)  2025-12-03T23:23Z 229.8K followers, 8616 engagements


"$CHYM CFO today at the UBS conference makes some interesting comments about a few publicly traded restaurants which blamed macro pressures for a weak Q3. He says he has the data. And the consumer is resilient. Overall restaurant spending well up. So was Black Friday vs last year"  
[X Link](https://x.com/beaniemaxi/status/1996370341690823131)  2025-12-04T00:05Z 229.8K followers, 3511 engagements


"$AMPL down XX% from its 2021 peak and XX% from its IPO price to be clear. Still thought of as a legacy analytics SaaS. Instead of an AI disruptor"  
[X Link](https://x.com/beaniemaxi/status/1996619829625970868)  2025-12-04T16:37Z 229.8K followers, 1897 engagements


"Are data centers in space priced into some of these aerospace stocks like $FLY that are trading at XX% below the recent IPO price Would be very disruptive to land based data centers. So many advantages like: -No land / cooling needed -Unlimited solar energy -Global low latency"  
[X Link](https://x.com/beaniemaxi/status/1996675977791910337)  2025-12-04T20:20Z 229.8K followers, 7246 engagements


"Netflix acquiring Warner Bros is wild. XX years ago Warner Bros went public at a $20B valuation. It has done a 3x since. Netflix at the time was trading for a few hundred million dollars. People were still favoring DVD. Netflix is up 500x since and now acquired Warner Bros"  
[X Link](https://x.com/beaniemaxi/status/1996974841724129550)  2025-12-05T16:07Z 229.8K followers, 8794 engagements


"Uber drivers are getting nearly as bad as the taxi drivers they replaced. Cancelling rides. Annoying chit chat. Bad music. Bad driving. This really strengthens my bull case for $WRD robotaxi. Remove the human element. Its safer and without senseless friction. Point A to point B"  
[X Link](https://x.com/beaniemaxi/status/1997320601074119001)  2025-12-06T15:01Z 229.8K followers, 12K engagements


"Im surprised this isnt a more popular opinion"  
[X Link](https://x.com/beaniemaxi/status/1997451866616308074)  2025-12-06T23:43Z 229.8K followers, 8354 engagements


"Tbh this is fatastic advice once you made it"  
[X Link](https://x.com/beaniemaxi/status/1998026857963504044)  2025-12-08T13:48Z 229.8K followers, 11.2K engagements


"$RXRX publishes positive results this morning on the first ever drug developed with AI.😲 $NVDA is an investor at much higher prices. Cathie Wood has been buying recently. Stock has XX% short interest"  
[X Link](https://x.com/beaniemaxi/status/1998030841147273694)  2025-12-08T14:04Z 229.8K followers, 9742 engagements


"God bless anybody that still cares about NFTs"  
[X Link](https://x.com/beaniemaxi/status/1998401008536265106)  2025-12-09T14:35Z 229.8K followers, 16.5K engagements


"CryptoPunks at $100k are likely the most overvalued asset class in the world"  
[X Link](https://x.com/beaniemaxi/status/1998439680296001682)  2025-12-09T17:08Z 229.8K followers, 32.4K engagements


"@El_Crypto_Chapo Theres literally a dozen people left that care about this market. And 2/3 of them are the ones selling their zero cost basis CryptoPunks as fast as they can. No marginal buyers left. No DAT fomo. Not first NFT as they once claimed. Will inevitably go to zero"  
[X Link](https://x.com/beaniemaxi/status/1998440893477519826)  2025-12-09T17:13Z 229.8K followers, 8031 engagements


"Reminder that the same John and the Nelk Boys ran one of the biggest NFT scams of 2022. $30m sold at prices as high as $4000. Promises of exclusive event access and other things not fulfilled. Literally went dark right after. And now predictably back for more with Full Send coin"  
[X Link](https://x.com/beaniemaxi/status/1889899954988261732)  2025-02-13T04:50Z 229.8K followers, 56.4K 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/beaniemaxi/status/1915387192345497654)  2025-04-24T12:47Z 229.8K followers, 168.9K 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 229.8K followers, 58.9K engagements


"For the sake of transparency Ill make my offfer public. I will offer $X 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 XX% of the proceeds to the investors. Happy to work with Seedphrase"  
[X Link](https://x.com/beaniemaxi/status/1948152874594074728)  2025-07-23T22:46Z 229.8K followers, 55K engagements


"Your move Gfunk"  
[X Link](https://x.com/beaniemaxi/status/1948206686004531423)  2025-07-24T02:20Z 229.8K followers, 27.8K 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 229.8K 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 229.8K followers, 40.4K engagements


"Theres whales and then theres this mfer. Talk about conviction. His moves have always puzzled me tbh. But if it works out were talking God tier"  
[X Link](https://x.com/beaniemaxi/status/1952434542838460418)  2025-08-04T18:20Z 229.8K followers, 54.2K 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 229.8K followers, 65.5K 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 229.8K followers, 4239 engagements


"The Sandbox sold over $350M worth of virtual land in 2021. Let that sink in"  
[X Link](https://x.com/beaniemaxi/status/1960825328072605936)  2025-08-27T22:02Z 229.8K followers, 87.2K 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 229.8K followers, 60K engagements


"BAYC floor now down another XX% 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 229.8K followers, 42.5K engagements


"$CHYM winning the war on deposits. A game that the big banks arent well positioned for. You can buy it now at an XX% discount to its 2021 Series G valuation. Its basically Cash App for non-broke people. I fudded the IPO fomo. And told you to avoid it at $XX. But its a buy now"  
[X Link](https://x.com/beaniemaxi/status/1985518758077599774)  2025-11-04T01:25Z 229.8K followers, 8718 engagements


"The only real privacy coin is the only coin not mooning because crypto people that suddenly seem to be fixated on privacy are too stupid to be able to buy it cause its not on any centralized exchanges because its banned due to it actually functioning properly as a privacy coin"  
[X Link](https://x.com/beaniemaxi/status/1986515925374259205)  2025-11-06T19:27Z 229.8K followers, 182.1K engagements


"@MetaVsMe @Whaler99_ Ive been posting alot about these. $CHYM being the latest. Im also long $TEAD and you can get a way better entry than me as Im down big on that (but dont think Im wrong). $RPD and $CMRC a couple of my biggest positions and Im also down on these. But conviction is strong"  
[X Link](https://x.com/beaniemaxi/status/1987546848505057742)  2025-11-09T15:44Z 229.8K followers, XXX engagements


"Zero percent chance this token does anything other than a speedrun to zero"  
[X Link](https://x.com/beaniemaxi/status/1988678229939613876)  2025-11-12T18:40Z 229.8K followers, 25.8K engagements


"Can somebody explain how a DEX can pause deposits and withdrawals Sounds like some school yard bullshit to me"  
[X Link](https://x.com/beaniemaxi/status/1988681817046806726)  2025-11-12T18:54Z 229.8K followers, 236.2K engagements


"Something we havent seen in awhile that we love to see is the Amplitude $AMPL CFO (whos a boss with many wins) making a $300k open market buy. This stock is very underappreciated. Has a legit 10x or even 100x chance with @spenserskates as a generational leader. More on it soon"  
[X Link](https://x.com/beaniemaxi/status/1988743790706987323)  2025-11-12T23:00Z 229.8K followers, 6154 engagements


"3 years later only X of these builders have any current involvement in crypto"  
[X Link](https://x.com/beaniemaxi/status/1988797600007614911)  2025-11-13T02:34Z 229.8K followers, 85.4K engagements


"@BoxLongs Can add $MQ to that too. Im long all of these"  
[X Link](https://x.com/beaniemaxi/status/1989096640054272147)  2025-11-13T22:22Z 229.8K followers, XXX engagements


"Once trust is gone its impossible to get back"  
[X Link](https://x.com/beaniemaxi/status/1989501821514121440)  2025-11-15T01:12Z 229.8K followers, 21.8K engagements


"Having a CryptoPunks profile pic next cycle will have the same aura as a Bored Ape this cycle"  
[X Link](https://x.com/beaniemaxi/status/1989699682067480993)  2025-11-15T14:19Z 229.8K followers, 111.6K 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 229.8K followers, 35.6K engagements


"Kraken will probably IPO at about half the valuation of Coinbase after securing a $200M investment from Citadel at a $20B valuation. My guess is it will flip Coinbase shortly after. Kraken just feels like a very well run company. While Coinbase always seems several steps behind"  
[X Link](https://x.com/beaniemaxi/status/1990946008369365127)  2025-11-19T00:51Z 229.8K followers, 43.1K engagements


"At peak NFT fomo Damien Hirst sold 10000 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 XXX% to over $14000"  
[X Link](https://x.com/beaniemaxi/status/1991159263100633536)  2025-11-19T14:58Z 229.8K followers, 118.5K engagements


"@waleswoosh Stumbled upon it when scoping out 1stDibs as I was looking at the stock as it was so beat down. Seems to bave real action too in this physical market"  
[X Link](https://x.com/beaniemaxi/status/1991164114090016850)  2025-11-19T15:18Z 229.8K followers, 8372 engagements


"@chooserich Thats from 1stDibs"  
[X Link](https://x.com/beaniemaxi/status/1991521654305091768)  2025-11-20T14:58Z 229.8K followers, XXX engagements


"Theres really only so many elections and other stuff worth betting on. I like live action betting. Taking good teams that are down a goal late with big odds. You just cant do this on Polymarket. And I think people will get bored betting on random things. The action is too slow"  
[X Link](https://x.com/beaniemaxi/status/1992401444121825549)  2025-11-23T01:14Z 229.8K followers, 3458 engagements


"@BoxLongs $NG $SSRM $SBSW To name a few I wrote about. Not a single one is down. But now the play is SaaS. The most hated market"  
[X Link](https://x.com/beaniemaxi/status/1993699070301573508)  2025-11-26T15:11Z 229.8K followers, XXX engagements


"If this bounce back rally tells you anything about crypto its that you should just buy Bitcoin and forget about everything else"  
[X Link](https://x.com/beaniemaxi/status/1993919967960396190)  2025-11-27T05:49Z 229.8K followers, 12.7K engagements


"Every day it becomes more obvious that crypto has made most of its success stories accidentally rich. And it benefits the undeserving. Meaning theres very few that have made real money by providing utility (improving others). Its mostly extractive behavior followed by gambling"  
[X Link](https://x.com/beaniemaxi/status/1994037902901448800)  2025-11-27T13:37Z 229.8K followers, 11K engagements


"Bitcoin / $MSTR delta now XX% YTD. Thats the highest it has ever been And on the recent snapback rally the price difference has EXPANDED. The stock is literally not doing what it supposedly should do. Its a cult. And Michael Saylor is just a CNBC version of David Koresh"  
[X Link](https://x.com/beaniemaxi/status/1994052518221934741)  2025-11-27T14:35Z 229.8K followers, 8328 engagements


"$CHYM reminds me of the Facebook IPO. Very similar hype as category definer and subsequent drop from $40+ to mid-teens. We know what happened after that and I bet well see the same move play out. Truly a transformational company which does to banking what Facebook did to social"  
[X Link](https://x.com/beaniemaxi/status/1994199872354881626)  2025-11-28T00:21Z 229.8K followers, 5071 engagements


"Anecdotally its rare to see a company with as much retail interest out there as $PATH has. Pretty awesome community of seemingly highly educated and informed retail investors in this name. Can buy it for an XX% discount to its IPO price from a few years ago. 2022 $PLTR vibes.🧐"  
[X Link](https://x.com/beaniemaxi/status/1994296141932798156)  2025-11-28T06:43Z 229.8K followers, 14.8K engagements


"Strong opinion that $CHYM will soon start to compete directly with Robinhood with a retail trading x crypto platform (prediction markets too). Easy lift now that it launched XX% gross margin digital infrastructure with ChimeCore. Its the Revolut of the US. AT 1/10 THE VALUATION"  
[X Link](https://x.com/beaniemaxi/status/1994410317627970047)  2025-11-28T14:17Z 229.8K followers, 5145 engagements


"Im very long $BLND. One of my largest holdings. Agree with @BoxLongs that its not insultingly cheap anymore but feels like with Haveli buying 10M shares recently open market at these levels and still buying daily that the bottom is in. Revs can hit inflection point and go parabolic in tiny uptick in housing market (mostly refi) drmand. R/R favors upside here. Dont consider it a 10x but think its an easy 2-3x without much downside potential"  
[X Link](https://x.com/beaniemaxi/status/1994437583263215910)  2025-11-28T16:05Z 229.8K followers, XXX engagements


"@BoxLongs @updating_priors @vicsala_victor @JTLonsdale @NGhamsari Nimas original incentive package had him earning out billions like Elon with strikes at like $XX $XXX $XXX per share. Expectations were high. And again its a much better company today. Just needs a small tick up in refi demand. Not even a huge uptick"  
[X Link](https://x.com/beaniemaxi/status/1994601768727269402)  2025-11-29T02:58Z 229.8K followers, XXX engagements


"@BoxLongs @updating_priors @vicsala_victor @JTLonsdale @NGhamsari I compare it to a very well run gold mining company. Like an $AEM for instance. Will survive during the worst part of cycle. But when it turns look out. If Nima can hang out he can get it back to IPO price at very least. But really think it gets bought before. Maybe even $RKT"  
[X Link](https://x.com/beaniemaxi/status/1994602759992349138)  2025-11-29T03:02Z 229.8K followers, XXX 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 229.8K followers, 32.7K engagements


"Somebody didnt renew the Wolf Game domain"  
[X Link](https://x.com/beaniemaxi/status/1994755341545070953)  2025-11-29T13:08Z 229.8K followers, 5485 engagements


"$BLND is an example:"  
[X Link](https://x.com/beaniemaxi/status/1994817269223100660)  2025-11-29T17:14Z 229.8K followers, 3291 engagements


"Nima goes into detail about this during a fireside chat at the Wells Fargo conference last week. Worth a listen if youre a tech investor. Makes me very bullish on Google but theres more alpha in the less talked about beneficiaries of this mega trend"  
[X Link](https://x.com/beaniemaxi/status/1994817272536596882)  2025-11-29T17:14Z 229.8K followers, 1845 engagements


"Goldman Sachs upgrades $CHYM to BUY and raises P. Over X years ago Tiger Global invested in Chime at more than 3x todays price. This was before ChimeCore with its XX% gross margins was even a concept. And the company has been growing like crazy since. Probably close inflection"  
[X Link](https://x.com/beaniemaxi/status/1995487800754602043)  2025-12-01T13:39Z 229.8K followers, 5811 engagements


"The final nail in the coffin for Saylor will be when he starts buying other failed DAT companies. Reminiscent of when SBF was in panic mode and bought BlockFi and Voyager Digital to try to stop the bleeding. He almost bought Celsius too but the deal fell apart at the finish line"  
[X Link](https://x.com/beaniemaxi/status/1995536737230004560)  2025-12-01T16:53Z 229.8K followers, 47K engagements


"Such a bad take. A) Bitcoin price would crash if Saylor sold. And theres not enough liquidity to exit the position. He is the liquidity. Institutions have been net sellers. B) Debt isnt free. Theres regular interest payments. Therefore he must sell more shares in perpetuity"  
[X Link](https://x.com/beaniemaxi/status/1995569161523921331)  2025-12-01T19:02Z 229.8K followers, 38.8K engagements


"Stablecoin adoption is probably the most hyped fintech narrative going. Theres no real benefit to using blockchain in payments. Its already old technology that costs more and adds an unnecessary layer of friction"  
[X Link](https://x.com/beaniemaxi/status/1995584207490617367)  2025-12-01T20:02Z 229.8K followers, 10.7K engagements


"NAV has been dropping like a rock. Its barely over net asset value. Literally a couple more down sessions away from breaching the benchmark. Funding options have dried up. If it starts selling Bitcoin like it says it will have to if these things happen I wonder who the buyer is"  
[X Link](https://x.com/beaniemaxi/status/1995598080796987684)  2025-12-01T20:57Z 229.8K followers, 6476 engagements


"@Jason @Amex People that would spend $5000 a year on this are likely flying business class and have access to the lounge. Also probably have high tier credit cards that provide additional access. Im not sure theres any business model that works in an airport"  
[X Link](https://x.com/beaniemaxi/status/1995655688870367506)  2025-12-02T00:46Z 229.8K followers, 31.9K engagements


"Saylor is the Egg Man💡 A trader thinks that the prices of eggs are going to increase and so he contacts his broker and asks him to buy 1000000 egg futures at $XXXX Sure enough a week later the price of egg futures is $XXXX and the trader happy to ride his winners places an order for 3000000 more egg futures Next month at $XXXX a piece he pats himself on the back and restructures his liquid investments to buy another 10000000 egg futures At the end of the quarter egg futures are trading at $X and the trader finally calls up his broker and tells him to sell them all The broker replies: To who"  
[X Link](https://x.com/beaniemaxi/status/1995656425654419612)  2025-12-02T00:49Z 229.8K followers, 46.8K engagements


"@Hadas_Gold Anecdotally it just doesnt seem likely that multi-billionaires can be paid to endorse people like a crypto KOL"  
[X Link](https://x.com/beaniemaxi/status/1995847823276060814)  2025-12-02T13:29Z 229.8K followers, 3314 engagements


"A year ago: $MSTR -XX% Bitcoin -X% XX% delta😲 And so its not unpossibleI mean we may very well be the most profitable company in the United States growing the fastest right now because there's not many companies that are making $XXX million a day doing what they're doing"  
[X Link](https://x.com/beaniemaxi/status/1995872836603576504)  2025-12-02T15:09Z 229.8K followers, 82.6K engagements


"Im reimagining my entire portfolio. Diving deep into each company that I own and asking myself what the moat is in an agentic AI dominated world. I will double down on those that benefit from this and cut bait with the ones that will experience competitive advantage destruction"  
[X Link](https://x.com/beaniemaxi/status/1995942414926975265)  2025-12-02T19:45Z 229.8K followers, 4559 engagements


"UiPath reports today after the bell. $PATH down XX% off a post-IPO peak a few years ago. Has been sort of forgotten (and misunderstood) as a RPA play. People think its old tech with agentic AI being new. But its Maestro platform compliments the RPA in a very compelling way"  
[X Link](https://x.com/beaniemaxi/status/1996230115764682885)  2025-12-03T14:48Z 229.8K followers, 5078 engagements


"$WRD has some room to go I think"  
[X Link](https://x.com/beaniemaxi/status/1996286907223859404)  2025-12-03T18:34Z 229.8K followers, 1626 engagements


"$PATH on the verge of XX% ARR growth. Which changes everything from a valuation perspective. Makes it a $100+ stock. R/R here stacked on the latter"  
[X Link](https://x.com/beaniemaxi/status/1996331101263131128)  2025-12-03T21:29Z 229.8K followers, 6222 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 229.8K followers, 4564 engagements


"It was just reported that ARK Autonomous Technology & Robotics ETF has added $WRD this week for the first time. HIGHER"  
[X Link](https://x.com/beaniemaxi/status/1996540856359403762)  2025-12-04T11:23Z 229.8K followers, 4808 engagements


"$GEMI likely bottomed here after losing XX% in XXX months since its IPO for no fundamental reason. I gave the short thesis for it right off the bat. But now at 1/70 the valuation of $COIN and 1/7 its 2021 venture valuatiom it looks compelling with plenty of new product catalysts"  
[X Link](https://x.com/beaniemaxi/status/1996563622659871084)  2025-12-04T12:53Z 229.8K followers, 3148 engagements


"Wall Street trying its hardest today to give the most muted wait and see junior analyst response possible to an actual by the numbers inflection point beat and raise by $PATH. Just like $GME back in 2020 theres a huge short position and cult following of rabid retail traders"  
[X Link](https://x.com/beaniemaxi/status/1996623356318437663)  2025-12-04T16:51Z 229.8K followers, 5067 engagements


"@NateSD222 Much prefer the far less followed $WRD in that category. Also should be profitable soon and has true L4 autonomous tech"  
[X Link](https://x.com/beaniemaxi/status/1996660649372659796)  2025-12-04T19:19Z 229.8K followers, XXX engagements


"@nachunja The problem with Block has never been the product(s). Its a communication / IR problem. Terribly confusing message and so many moving parts. And then they always focus on the one not doing so well and fud the company. Almost like theyre trying to keep the price down"  
[X Link](https://x.com/beaniemaxi/status/1996669864816099357)  2025-12-04T19:56Z 229.8K followers, XXX engagements


"@FB_WSB No but I bought shares last week. Open market"  
[X Link](https://x.com/beaniemaxi/status/1997324364950233313)  2025-12-06T15:16Z 229.8K followers, XXX engagements


"@Kryptonomanos Eventually but still decades away"  
[X Link](https://x.com/beaniemaxi/status/1997525686257680795)  2025-12-07T04:36Z 229.8K followers, XXX engagements


"No real thesis on $FLY but down XX% in X months from its very hyped IPO price and XX% off its peak. Seems like a good R/R on rockets / aerospace / national defense. Especially with the US planning a Golden Dome and Firefly probably a part of it. Can moon any time. Pardon the pun"  
[X Link](https://x.com/beaniemaxi/status/1996058618085736737)  2025-12-03T03:27Z 229.8K followers, 5208 engagements


"I knew there was a $FLY thesis there somewhere"  
[X Link](https://x.com/beaniemaxi/status/1996675980895584314)  2025-12-04T20:20Z 229.8K followers, 2881 engagements


"Autonomous driving has been consuming my mind. I really believe its the most obvious mega trend that well see play out over the next few years. Like its actually here now and works nearly perfect. But still hardly anybody believes it. And once you try it youll never go back"  
[X Link](https://x.com/beaniemaxi/status/1997525175731105824)  2025-12-07T04:34Z 229.8K followers, 17.1K engagements


"@priv8_code Probably the opposite. It will inflate useful assets. NFT speculators have already moved to Pokemon"  
[X Link](https://x.com/beaniemaxi/status/1998445635318505554)  2025-12-09T17:32Z 229.8K followers, XXX engagements


"The more I study Sophie Rain the more I like her. Shes a brilliant marketer. And she plays the long game. This girl is going places. Yes I subbed to her OnlyFans. I did it for educational purposes so I can learn more about her. Im happily married"  
[X Link](https://x.com/beaniemaxi/status/1864479835101241705)  2024-12-05T01:20Z 229.8K followers, 1M 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 2022 for various reasons. And that floor price has dropped XX% since"  
[X Link](https://x.com/beaniemaxi/status/1985687906229608508)  2025-11-04T12:37Z 229.8K followers, 31.3K engagements


"No matter how much you complain on X youd never get that $100M out of MEXC"  
[X Link](https://x.com/beaniemaxi/status/1994775793353068764)  2025-11-29T14:29Z 229.8K followers, 9709 engagements


"@BoxLongs @DogLog29 He really reminds me of a guy that works at Accenture. And thats where he spent his career. So it fits. And tbh these people just love to hear themselves speak"  
[X Link](https://x.com/beaniemaxi/status/1998494519814394334)  2025-12-09T20:46Z 229.8K followers, XX engagements


"@BoxLongs Id say theres alot of these but can shortlist ones without debt issues and were not SPACs. Just off top of my head from ones I own: $MQ $CMRC $BLND $RSKD $CDLX (has some debt)"  
[X Link](https://x.com/beaniemaxi/status/1988247208672587909)  2025-11-11T14:07Z 229.8K followers, XXX engagements


"I fudded my way to getting paid by MEXC"  
[X Link](https://x.com/beaniemaxi/status/1995514116191203619)  2025-12-01T15:23Z 229.8K followers, 4025 engagements


"If Goldman Sachs is right and $CHYM take rate is XXXX% vs XXXX% then it means 2026 GAAP net income is $77M (7x consensus) and 2027 will be $307M (2x). Tiny shift = massive outperformance. None of this includes ANY new platform products like I anticipate to compete with Robinhood"  
[X Link](https://x.com/beaniemaxi/status/1995719688064532713)  2025-12-02T05:00Z 229.8K followers, 5863 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 229.8K followers, 4236 engagements


"Firefly Aerospace $FLY is down XX% 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 229.8K followers, 8932 engagements


"Im not gonna post about crypto anymore outside of the major assets. Its so obvious to me when tokenomics simply make no mathematical sense and I know it will collapse. And I can be repeatedly right for years calling this stuff out. But at the end of the day nobody really cares"  
[X Link](https://x.com/beaniemaxi/status/1996411432381104437)  2025-12-04T02:49Z 229.8K followers, 10.8K engagements


"And you can buy $AMPL at a XX% discount to its 2021 post-IPO high before everybody else figures this out. Thats the alpha right there. Amplitude is moving fast and has Cursor and maybe a major unnamed LLM (according to CFO yesterday @ UBS conference) as AI analytics customers"  
[X Link](https://x.com/beaniemaxi/status/1996568676124840252)  2025-12-04T13:14Z 229.8K followers, 1771 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 229.8K followers, 3753 engagements


"In a Y Combinator podcast yesterday @spenserskates revealed that since relasing the free AI Visibility tool a few weeks ago that Amplitude platform signups have DOUBLED. Sounds like kinda like alpha right there. Certainly hasnt reflected yet in the price of $AMPL. Down 90%😲"  
[X Link](https://x.com/beaniemaxi/status/1996619132465504723)  2025-12-04T16:34Z 229.8K followers, 5557 engagements


"$AMPL has some room here"  
[X Link](https://x.com/beaniemaxi/status/1996622262771011680)  2025-12-04T16:46Z 229.8K followers, 6232 engagements


"$WRD is trading at $2.4B EV with almost $800M cash w/ no debt and it actually has fully autonomous robotaxis running all over Abu Dhabi running on Ubers network. Meanwhile $TSLA is valued at over 600x more at $1.5T and it still uses human safety drivers in its robotaxi pilot.🤔"  
[X Link](https://x.com/beaniemaxi/status/1996773173883179074)  2025-12-05T02:46Z 229.8K followers, 20K engagements


"For those asking I havent sold any $PATH. Its still very early in the narrative shift from Robotic Process Automation to that plus Agentic AI. Stock still trading ar a XX% discount to its IPO price. Inflection point hit. Next phase is the analysts coming on board with upgrades"  
[X Link](https://x.com/beaniemaxi/status/1996897615800328606)  2025-12-05T11:01Z 229.8K followers, 8264 engagements


"$WRD will seem obvious soon"  
[X Link](https://x.com/beaniemaxi/status/1997671136016937328)  2025-12-07T14:14Z 229.8K followers, 2879 engagements


"Theres a reason why despite the web3 gaming market being absolutely obliterated that theres no Critters Quest community fud and NFT prices are still subtantially above mint price. Its because this team isnt just heads down building but they communicate all day every day.🎄"  
[X Link](https://x.com/beaniemaxi/status/1998112554376167907)  2025-12-08T19:28Z 229.8K followers, 5039 engagements


"Were literally in the midst of the most disruptive technological revolution in history with AI space travel autonomous driving and much more.🚀 And theres still people here that are fascinated about jpegs. Do you mfers hate money and like being depressed XX% of the time🤷"  
[X Link](https://x.com/beaniemaxi/status/1998443847735480373)  2025-12-09T17:25Z 229.8K followers, 12.7K engagements


"I think the most important thing thats going to happen in the world in the next X to X years is data centers in space. How to play 1) I want to get long space. So Im buying $FLY (down XX% for no reason). 2) Ill fade land based data center plays. Including energy inputs"  
[X Link](https://x.com/beaniemaxi/status/1998488758585536692)  2025-12-09T20:23Z 229.8K followers, 29.3K engagements


"@Mealsandeals @gmoneyNFT It doesnt need to be XX ETH. Thats alot between friends. Gmoney my friend. Dont want to create animosity. Id do X ETH on that bet. Enough to keep it interesting"  
[X Link](https://x.com/beaniemaxi/status/1998501500914393241)  2025-12-09T21:14Z 229.8K followers, 3676 engagements


"Been thinking alot about WeRide $WRD. Feels like a true L4 autonomous driver Robotaxi player that juat came off a nice earnings call and has positive updates about operating in Dubai already. Still priced at half its IPO valuation. Will benefit from robotics tailwind. Big upside"  
[X Link](https://x.com/beaniemaxi/status/1996274890547331094)  2025-12-03T17:46Z 229.8K followers, 9776 engagements


"Alot of $CHYM investors were fudded out after Q3 despite the beat and raise. It wasnt the numbers that caused them to sell. It was the IPO lockup expiration the next day. I doubled my position because I know that these funds wont sell at an XX% loss. 2021 Series G was at $25B"  
[X Link](https://x.com/beaniemaxi/status/1996294410674348176)  2025-12-03T19:04Z 229.8K followers, 3773 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 XX% gross margins. Its ChimeCard take rate suddenly XX% higher than before"  
[X Link](https://x.com/beaniemaxi/status/1996565873583435956)  2025-12-04T13:02Z 229.8K followers, 3558 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 229.8K followers, 3335 engagements


"$WRD bull thesis👇 - Only company scaling L4 robotaxi at same time as L2++ ADAS - L4 robotaxi running NOW in Abu Dhabi with no safety drivers or at fault collisions - 2nd globally to Waymo but trades at only 1/200 its valuation with no debt - 5x growth expected over next X years"  
[X Link](https://x.com/beaniemaxi/status/1997872646453641602)  2025-12-08T03:35Z 229.8K followers, 6970 engagements


"$RXRX has a XX% short interest and just published pretty positive data on the first drug developed with AI. Its a bit of a long shot because it does dilute alot as it sells shares since it needs cash. But its a candidate for a face ripping squeeze. And Cramer is max bearish.🚀"  
[X Link](https://x.com/beaniemaxi/status/1998514020769476687)  2025-12-09T22:04Z 229.8K followers, 3346 engagements


"@crypto_stevie @digitalartchick These all have alot of room. I havent sold any $ASAN. Added more $FLY today actually"  
[X Link](https://x.com/beaniemaxi/status/1998595325955895407)  2025-12-10T03:27Z 229.8K followers, XXX engagements


"Im pretty sure that the MEXC business strategy is to just steal everybodys money and return those that complain loud enough on X"  
[X Link](https://x.com/beaniemaxi/status/1994182678732530032)  2025-11-27T23:12Z 229.8K followers, 59K engagements


"What a difference a few years makes as narratives shift. $META surges X% on Zuck simply making a comment that its cutting back on its metaverse investments. The same hype that mooned the stock in 2021 is now such a toxic category that the stock gains $100B value by snubbing it"  
[X Link](https://x.com/beaniemaxi/status/1996660403745816671)  2025-12-04T19:18Z 229.8K followers, 8555 engagements


"American investors cant grasp the level of innovation taking place in Asia with respect to robotics and in particular autonomous driving. Its alot of disbelief so they fud the stocks because all they see in SF are robotaxis with safety drivers. Thats the alpha. Im long $WRD"  
[X Link](https://x.com/beaniemaxi/status/1996983729189974309)  2025-12-05T16:43Z 229.8K followers, 5425 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 229.8K followers, 3135 engagements