#  @crypto_condom CryptoCondom The crypto industry is expected to see a large amount of mergers and acquisitions (M&A) consolidations as it moves from speculative valuations to fundamental ones. Meanwhile, Binance is drawing attention with its recent moves, including a $2 billion stablecoin investment from Abu Dhabi's MGX and its application for a crypto ETF. Additionally, there are concerns about the market's focus on superficiality and the need for more serious and hardworking builders in the space. ### Engagements: [------] [#](/creator/twitter::1424441728770220037/interactions)  - [--] Week [-------] -26% - [--] Month [---------] -15% - [--] Months [----------] +68% - [--] Year [----------] +27% ### Mentions: [--] [#](/creator/twitter::1424441728770220037/posts_active)  - [--] Week [---] +9.50% - [--] Month [---] +18% - [--] Months [-----] +34% - [--] Year [-----] -24% ### Followers: [-------] [#](/creator/twitter::1424441728770220037/followers)  - [--] Week [-------] +0.19% - [--] Month [-------] +0.83% - [--] Months [-------] +11% - [--] Year [-------] +22% ### CreatorRank: [-------] [#](/creator/twitter::1424441728770220037/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 44.44% [stocks](/list/stocks) 29.17% [cryptocurrencies](/list/cryptocurrencies) 25.69% [exchanges](/list/exchanges) #2513 [technology brands](/list/technology-brands) 7.64% [financial services](/list/financial-services) #325 [social networks](/list/social-networks) 2.08% [products](/list/products) 1.39% [countries](/list/countries) 1.39% [automotive brands](/list/automotive-brands) 0.69% **Social topic influence** [$cvna](/topic/$cvna) #40, [bearish](/topic/bearish) 5.56%, [crypto](/topic/crypto) #6995, [blackrock](/topic/blackrock) #549, [$orcl](/topic/$orcl) #109, [liquidity](/topic/liquidity) #3055, [$aes](/topic/$aes) #7, [money](/topic/money) 4.86%, [if you](/topic/if-you) 4.86%, [binance](/topic/binance) 4.86% **Top accounts mentioned or mentioned by** [@layerzerocore](/creator/undefined) [@wilson19947653](/creator/undefined) [@dinosaurteef](/creator/undefined) [@hyperliquidx](/creator/undefined) [@carvana](/creator/undefined) [@blackrock](/creator/undefined) [@linksideup](/creator/undefined) [@plastoise](/creator/undefined) [@sjdedic](/creator/undefined) [@achilesseth](/creator/undefined) [@andyyy](/creator/undefined) [@nullragrets](/creator/undefined) [@uniswap](/creator/undefined) [@crediblecrypto](/creator/undefined) [@dubby__3th](/creator/undefined) [@cryptonoymous](/creator/undefined) [@yieldsearcher](/creator/undefined) [@openai](/creator/undefined) [@tomcapital](/creator/undefined) [@defillama](/creator/undefined) **Top assets mentioned** [Carvana Co. (CVNA)](/topic/$cvna) [BlackRock Inc (BLK)](/topic/blackrock) [Oracle Corporation (ORCL)](/topic/$orcl) [AES, Corp. (AES)](/topic/$aes) [Layerzero (ZRO)](/topic/$zro) [Bitcoin (BTC)](/topic/$btc) [Rollbit Coin (RLB)](/topic/$rlb) [Aave (AAVE)](/topic/$aave) [Ethereum (ETH)](/topic/$eth) [Denison Mines Corp (DNN)](/topic/$dnn) [Solana (SOL)](/topic/$sol) [iShares BTC Trust (IBIT)](/topic/$ibit) [Hyperliquid (HYPE)](/topic/$hype) [Duolingo, Inc. (DUOL)](/topic/$duol) [Energy Transfer, LP. (ET)](/topic/$et) [World Liberty Financial (WLFI)](/topic/$wlfi) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [IonQ, Inc. (IONQ)](/topic/$ionq) [Mario Coin (COIN)](/topic/$coin) [Forward Industries (FWDI)](/topic/forward-industries) [Uniswap (UNI)](/topic/$uni) [Curve DAO Token (CRV)](/topic/$crv) [Maker (MKR)](/topic/$mkr) [BNB (BNB)](/topic/$bnb) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "Consider this a reminder that cash IS a position. Today my equities portfolio hit ATH thx to my rotation from tech to energy in Dec. I have taken off 40% cash to be ready to buy blood. The remaining spot longs are covered by my publicly posted shorts in $CVNA $ORCL & $IBIT. 🫡" [X Link](https://x.com/crypto_condom/status/2018768811734741206) 2026-02-03T19:29Z 135.8K followers, 32.1K engagements "🎯"The laptop-class bourgeoisie are in the most trouble" If you're under [--] the crisis is already here The most replaceable roles are entry-level low-skill knowledge jobs "The laptop-class bourgeoisie are in the most trouble" @AviFelman https://t.co/bjScFgWlJw If you're under [--] the crisis is already here The most replaceable roles are entry-level low-skill knowledge jobs "The laptop-class bourgeoisie are in the most trouble" @AviFelman https://t.co/bjScFgWlJw" [X Link](https://x.com/crypto_condom/status/2022001345868538188) 2026-02-12T17:34Z 135.8K followers, 10.4K engagements "Wrong. The market proved most alt coins have NO bids when mm liquidity is pulledthey literally go to zero & are worthless. The ONLY coins that have a value prop and will outperform aka be a good buy post crash are those with revenue & utility commiserate with valuation. To me that is $hype $aave $bnb for now. Ironically owning altcoins right now is much lower risk than [--] days ago. But most people believe the opposite. Ironically owning altcoins right now is much lower risk than [--] days ago. But most people believe the opposite" [X Link](https://x.com/crypto_condom/status/1977331271144460348) 2025-10-12T11:11Z 135.8K followers, 109.2K engagements "It is time to short $ORCL again" [X Link](https://x.com/crypto_condom/status/2022005184843612447) 2026-02-12T17:49Z 135.8K followers, [----] engagements "My equities portfolio is at ATH today. I bought the first tranche of some more puts to protect it. This time the short of choice is @duolingo. $DUOL is massively overvalued at an $8b MC at $169/share. It will eventually go the way of the Dodo Bird and Netscape.but for now im just targeting a MC decline to $5b on the backs of translating airpods and AI LLMs that can teach you anything w/o a live translator or subscription plan. https://twitter.com/i/web/status/1993032049117040642 https://twitter.com/i/web/status/1993032049117040642" [X Link](https://x.com/crypto_condom/status/1993032049117040642) 2025-11-24T19:00Z 135.5K followers, 89.2K engagements "@Citrini7 what is your favoritte single name robotics stock as a moonshot (have an extra drink for me)" [X Link](https://x.com/crypto_condom/status/2004358628502089820) 2025-12-26T01:08Z 135.6K followers, 13.7K engagements "The market doesnt dont understand this right now.but it will soon. This is bullish Energy stocks. Based on my research $AES is most likely to benefit due to preexisting data center contracts and high probability of acquisition from a larger infrastructure partner/investor. *TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS *TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS *TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS *TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS" [X Link](https://x.com/crypto_condom/status/2010865019513102476) 2026-01-13T00:02Z 135.5K followers, 27.4K engagements "I have comprehensive Tesla insurance with FSD discount on a [----] Tesla for about 40% the cost of @geico or @StateFarm. Now @Lemonade_Inc is offering 50% off. FSD really is the way to go. NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD is steering because it had data showing it reduced accidents. A car that sees [---] degrees never gets drowsy and reacts in milliseconds cant be compared to a https://t.co/CwyGCptTcn NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD" [X Link](https://x.com/crypto_condom/status/2014040018055000239) 2026-01-21T18:18Z 135.6K followers, [----] engagements "We are not a serious industry. Mark my words Ethzilla will keep selling $ETH. https://www.coindesk.com/business/2026/01/24/ethereum-treasury-firm-buys-jet-engines-amid-tokenization-push-after-selling-eth https://www.coindesk.com/business/2026/01/24/ethereum-treasury-firm-buys-jet-engines-amid-tokenization-push-after-selling-eth" [X Link](https://x.com/crypto_condom/status/2015240676837929087) 2026-01-25T01:49Z 135.8K followers, 13.9K engagements "@yieldsearcher Its a timely event to highlight how old and underperforming the us power grid is. Data centers + Winter are an excellent argument for the energy sector. $ET & $AES well positioned for both" [X Link](https://x.com/crypto_condom/status/2015507685186134198) 2026-01-25T19:30Z 135.6K followers, [----] engagements "All metals took a red day today on the back of Gold and Silver's Darth Maul moves. Fundamentally Uranium is my highest conviction commodity. Ive been accumulating since [----] and wont be stopping now. Uranium has true structural demand and diminishing spot supply. 🫡fwiw my exposure is $URA & $DNN Uranium jumps to highest price since October [----] 📈📈 https://t.co/QAA8axSCTN Uranium jumps to highest price since October [----] 📈📈 https://t.co/QAA8axSCTN" [X Link](https://x.com/crypto_condom/status/2015951418532766006) 2026-01-27T00:54Z 135.5K followers, 15.7K engagements "Interesting things afoot with $ZRO Announcement catalyst 2/10/25 should be interesting" [X Link](https://x.com/crypto_condom/status/2015969102867661013) 2026-01-27T02:04Z 135.5K followers, [----] engagements "Converted my $URA to $DNN this morning. Best way to look at this is that SPROTT is going to become to Uranium what Strategy is to Bitcoin. Miners like $DNN with large spot uranium treasuries few/no liabilities and cash on hand are going to rapidly reprice. Its just starting. Ka-boom💣🎆🤯 Today Sprott Physical #Uranium Trust issued 9.56M shares to raise an incredible $214M🏧💵😲 used to stack [------] lbs #U3O8⚛⛏🛒 as its NAV soared $387M to a record $7.24B💰🥳 #SPUT now holds a record $323M🏦 closing at a +1.63% PREMIUM to NAV🐳🤠🐂 #Nuclear https://t.co/xpvM8ygz1z Ka-boom💣🎆🤯 Today Sprott" [X Link](https://x.com/crypto_condom/status/2016564358977933635) 2026-01-28T17:29Z 135.5K followers, 45.1K engagements "Cancelled my @OpenAI sub bc @GeminiApp is so good. Shorted $ORCL on the basis of leveraged debt loss of mind share and Im bearish software. Target $140. 🫡" [X Link](https://x.com/crypto_condom/status/2016598584951517516) 2026-01-28T19:45Z 135.5K followers, 14.2K engagements "Softbank and Oracle are the best proxies for leveraged OpenAI. I am bearish @openai and ads wont save them from a re-rating lower. I am short $ORCL to express this view. There is a new head scratching OpenAI headline every day. Reminds me of [----] when every single person in crypto knew something was up with FTX but couldn't quite put their finger on it. It's like these things become so large and generally accepted that the market just sleepwalks https://t.co/lpitrzZ7BT There is a new head scratching OpenAI headline every day. Reminds me of [----] when every single person in crypto knew" [X Link](https://x.com/crypto_condom/status/2016636877609075174) 2026-01-28T22:17Z 135.5K followers, [----] engagements "Im seriously considering shorting @Adobe Same reason as my $FIG short.AI is going to steal a lot of software application utility AND subscribers. Graphic artist friends tell me they now use it for AI touchups vs doing the whole picture Belt tightening will result in cancelled subs when an AI model can do almost as good of a touch up as a layman. I decided to test it with an overexposed pic of Shadow at the dog park this am. Seeing the results Im going to do a detailed breakdown on their revenues to see what amount of revenue is coming from software subs to potentially support a re-rating." [X Link](https://x.com/crypto_condom/status/2016915668109594986) 2026-01-29T16:45Z 135.5K followers, [----] engagements "For posterity let us pour one out for @infinex's attempt at a $1b valuation and anyone who believed that it was remotely reasonable. @MoonrockCapital : I am calling it now this Infinex is going to be one of the most successful and sustainable TGEs of this cycle. And one that future founders will study and try to replicate." TLDR: This is not [----] anymore and it genuinely warms me that the crypto markets are starting to view new projects thru a lens of moat and revenue vs hopium. @sjdedic Kain literally dumps the token of his gameFi project from his public wallet along with other team members." [X Link](https://x.com/crypto_condom/status/2017580687805628503) 2026-01-31T12:48Z 135.8K followers, [---] engagements "🥂ahem.cheers to fellow traders like @LSDinmycoffee & @Tom__Capital for their consistent @Oracle short thesis. If you dont follow both you should. This shit is destined for lower. $ORCL $ORCL is considering slashing up to [-----] jobs as the company struggles with the cost of its AI build-out. $ORCL is considering slashing up to [-----] jobs as the company struggles with the cost of its AI build-out" [X Link](https://x.com/crypto_condom/status/2017748273017045315) 2026-01-31T23:54Z 135.6K followers, [----] engagements "NEVER leaving this app. Credit to @saylor y @acousticxbt" [X Link](https://x.com/crypto_condom/status/2017750994617094332) 2026-02-01T00:04Z 135.6K followers, 10.1K engagements "Ban this guy. Hes a moron and didnt even bother to fact check what hes merely posting for engagement. Saylor isnt going to start selling in 3% or not. @MicroStrategy is ALREADY at .84 NAV per @blockworksres and prob *does* goes lower. It has been this low (and lower) before. DYOR and TRUST BUT VERIFY. Dont listen larps like this asshole. 🚨 BREAKING MICHAEL SAYLOR GOTTA START SELLING [------] $BTC WORTH OVER $54 BILLION IF BITCOIN DROPS ANOTHER 3%. CURRENT mNAV: [----]. AUTO DUMP TRIGGER: [----]. ANOTHER BLACK SWAN IS COMING https://t.co/PC8I9yissV 🚨 BREAKING MICHAEL SAYLOR GOTTA START SELLING" [X Link](https://x.com/crypto_condom/status/2017758208727654731) 2026-02-01T00:33Z 135.6K followers, 20.6K engagements "No one ever wants to hear my bearish research.but ill share it none the less. The stablecoin market cap continues to decline. Week over week stablecoin growth is negative suggestive of continued decline in volatile asset pricing and a potential short term rolling over of growth as suggested by EMAs. Analysis performed on the stablecoin data from @DefiLlama 🦙 https://twitter.com/i/web/status/2017762585508991106 https://twitter.com/i/web/status/2017762585508991106" [X Link](https://x.com/crypto_condom/status/2017762585508991106) 2026-02-01T00:51Z 135.6K followers, 37.1K engagements "NGL crypto market supply in profit is pretty ugly. Over a 30d window only 55% of all btc holdings are in profit while only 42% of all eth holdings are in profit. Meanwhile $SOL trading like the shitcoin it is with only 14% of holders in profit. The worse ofc is $WLFI.only .37% of holders in profit💀 https://twitter.com/i/web/status/2017935373096149429 https://twitter.com/i/web/status/2017935373096149429" [X Link](https://x.com/crypto_condom/status/2017935373096149429) 2026-02-01T12:17Z 135.7K followers, 15.2K engagements "Objective Analytics that Make me Bearish until Data changes: 👉Stable coin market cap continues in decline 👉The amount of $BTC on exchanges has been increasing for [--] days contiguous with sell pressure vs accumulation 👉week over week ETF outflow continues to be greater than inflow Analytics from @glassnode https://twitter.com/i/web/status/2017938128464400451 https://twitter.com/i/web/status/2017938128464400451" [X Link](https://x.com/crypto_condom/status/2017938128464400451) 2026-02-01T12:28Z 135.6K followers, [----] engagements "The @LayerZero_Core x @NYSE X accounts each had interesting announcements on the same day 1/19/26 🤔Purely speculative but its possible they're related in some way. A pepe can hope. [--] days away from finding out" [X Link](https://x.com/crypto_condom/status/2018120450459516964) 2026-02-02T00:33Z 135.8K followers, 12.2K engagements "Lithium & uranium will directly benefit from this. BREAKING: Trump launches $12 billion minerals stockpile to counter China BREAKING: Trump launches $12 billion minerals stockpile to counter China" [X Link](https://x.com/crypto_condom/status/2018302772265795734) 2026-02-02T12:37Z 135.5K followers, 21.2K engagements "I still believe in a hidden season for $HYPE. Time will tell. No matter if hidden clues or not @Degen_Alfie did a masterpiece ❤ Today is February 1st. Only [----] days left to see if this image is just a coincidence or if a $HYPE airdrop is coming on Chinese New Year (Feb 17) almost exactly one year after HyperEVMs launch (Feb [--] 2025). https://t.co/a1euidxHCf Today is February 1st. Only [----] days left to see if this image is just a coincidence or if a $HYPE airdrop is coming on Chinese New Year (Feb 17) almost exactly one year after HyperEVMs launch (Feb [--] 2025). https://t.co/a1euidxHCf" [X Link](https://x.com/crypto_condom/status/2018318986161570143) 2026-02-02T13:41Z 135.6K followers, 10.9K engagements "@Crypto_Chase @raychi_god ZRO nfa" [X Link](https://x.com/crypto_condom/status/2018447435048091785) 2026-02-02T22:12Z 135.5K followers, [---] engagements "@sshxbt @LayerZero_Core but you wouldnt know it" [X Link](https://x.com/crypto_condom/status/2018518445353267362) 2026-02-03T02:54Z 135.6K followers, [----] engagements "Think $duol goes a lot lower but $123 today is a good place to tp. 🫡 My equities portfolio is at ATH today. I bought the first tranche of some more puts to protect it. This time the short of choice is @duolingo. $DUOL is massively overvalued at an $8b MC at $169/share. It will eventually go the way of the Dodo Bird and Netscape.but for now https://t.co/1WUqFKxjeJ My equities portfolio is at ATH today. I bought the first tranche of some more puts to protect it. This time the short of choice is @duolingo. $DUOL is massively overvalued at an $8b MC at $169/share. It will eventually go the way" [X Link](https://x.com/crypto_condom/status/2018712252522668055) 2026-02-03T15:44Z 135.6K followers, [----] engagements "There are literally thousands of qualified blockchain analysts who would have been proud to recieve this scholarship.but @vladtenev picks a guy who had/has millions of @EclipseFND equity and a sexual assault scandal. Do fucking better Vlad. ZOOMER ROBINHOOD CEO VLAD TENEV'S AI COMPANY ANNOUNCES FIRST RESEARCH SCHOLARSHIP RECIPIENT NEEL SOMANI FORMER ECLIPSE FOUNDER WHO DEPARTED AFTER SEXUAL MISCONDUCT ALLEGATIONS: X ZOOMER ROBINHOOD CEO VLAD TENEV'S AI COMPANY ANNOUNCES FIRST RESEARCH SCHOLARSHIP RECIPIENT NEEL SOMANI FORMER ECLIPSE FOUNDER WHO DEPARTED AFTER SEXUAL MISCONDUCT ALLEGATIONS: X" [X Link](https://x.com/crypto_condom/status/2018801650044113187) 2026-02-03T21:39Z 135.7K followers, 17.7K engagements "If God is good zero comes before Jan 17th [----] for the sake of mi familia and my portfolio. $CVNA is cooking their books Enron style and someday I want to be there to see it fail. Im short. I've been short and Im still short. 🫡 $CVNA From zero to hero to zero again to hero again. When zero again https://t.co/Y9VyZQ8ZlU $CVNA From zero to hero to zero again to hero again. When zero again https://t.co/Y9VyZQ8ZlU" [X Link](https://x.com/crypto_condom/status/2019090757437853905) 2026-02-04T16:48Z 135.6K followers, [----] engagements "This is why our industry continues to fail. Listing the $30m shitter of a dead NFT project with no utility is tasteless @coinbase. Do better Spot trading for Doodles (DOOD) will go live on [--] February [----]. The opening of our DOOD-USD trading pair will begin on or after 9AM PT if liquidity conditions are met in regions where trading is supported. https://t.co/mwHRQupBw7 Spot trading for Doodles (DOOD) will go live on [--] February [----]. The opening of our DOOD-USD trading pair will begin on or after 9AM PT if liquidity conditions are met in regions where trading is supported." [X Link](https://x.com/crypto_condom/status/2019093136807805274) 2026-02-04T16:58Z 135.8K followers, [----] engagements "Nibbled some $ONDS [----] & $DNN $3.60. I remain a uranium defense + energy bull. Spot only for safety. Plenty of cash + $ORCL $IBIT & $CVNA shorts printing Added a PLTR 2x Short ETF position today too.target $100 thanks to my friend @krugman87 Consider this a reminder that cash IS a position. Today my equities portfolio hit ATH thx to my rotation from tech to energy in Dec. I have taken off 40% cash to be ready to buy blood. The remaining spot longs are covered by my publicly posted shorts in $CVNA $ORCL & $IBIT. 🫡 Consider this a reminder that cash IS a position. Today my equities portfolio" [X Link](https://x.com/crypto_condom/status/2019113625319834110) 2026-02-04T18:19Z 135.6K followers, 13.6K engagements "Fair warning. @HyperliquidX has become a consensus trade bc its gud tech.but consensus trades have a way of humbling you when everyone is sheltering in the same coin. Stay in spot or stay frosty" [X Link](https://x.com/crypto_condom/status/2019128752744411198) 2026-02-04T19:19Z 135.6K followers, 29.2K engagements "$ET - I am long" [X Link](https://x.com/crypto_condom/status/2019163798284935176) 2026-02-04T21:38Z 135.8K followers, [----] engagements "@Faead15 @HyperliquidX Wistful :) but Im patient and happily sitting in stables" [X Link](https://x.com/crypto_condom/status/2019210883889840251) 2026-02-05T00:46Z 135.5K followers, [---] engagements "@DegenSensei @HyperliquidX no sir. Hype thrives in volatility bc they generate enormous money from liquidations and knife catching. CEX/DEX tokens die from apathy.when everyone gets liquidated and walks away. We are not there yet" [X Link](https://x.com/crypto_condom/status/2019300872254087379) 2026-02-05T06:43Z 135.5K followers, [---] engagements "While you guys are talking about knife catching Im gonna sit tight in cash and have a mimosa. Equities havent puked yet so crypto wont either. Im not interested in little bounces (not that we've had them so far)" [X Link](https://x.com/crypto_condom/status/2019403695210000716) 2026-02-05T13:32Z 135.5K followers, [----] engagements "@chumbawamba22 @Carvana @_kablaa Yes but not until 5-7" [X Link](https://x.com/crypto_condom/status/2019421514911932781) 2026-02-05T14:43Z 135.6K followers, [---] engagements "Full tp hit here at $140 on $ORCL. Think this trades to $120 but i'm locking down my profit here. Cancelled my @OpenAI sub bc @GeminiApp is so good. Shorted $ORCL on the basis of leveraged debt loss of mind share and Im bearish software. Target $140. 🫡 Cancelled my @OpenAI sub bc @GeminiApp is so good. Shorted $ORCL on the basis of leveraged debt loss of mind share and Im bearish software. Target $140. 🫡" [X Link](https://x.com/crypto_condom/status/2019436426920955989) 2026-02-05T15:42Z 135.5K followers, [----] engagements "Had I it puts I bough at 88-89k and sold at 69k today. Using profits to buy ibit here 58-62k" [X Link](https://x.com/crypto_condom/status/2019515761564479994) 2026-02-05T20:57Z 135.5K followers, [----] engagements "@conksresearch Binance is selling 2.5b spot every 15m atm" [X Link](https://x.com/crypto_condom/status/2019544151092785607) 2026-02-05T22:50Z 135.5K followers, [----] engagements "@ConstanceWaing @fresh_kickin best way to monitor is to use the cipriani hash ribbons which track the hashrate compression" [X Link](https://x.com/crypto_condom/status/2019618239580676332) 2026-02-06T03:44Z 135.6K followers, [---] engagements "Notably yesterday was the highest revenue day for @HyperliquidX since 10/10. A total of $6.84m was generated for buy backs and OI was $5.2b Analytics: @DefiLlama" [X Link](https://x.com/crypto_condom/status/2019731847404761538) 2026-02-06T11:16Z 135.6K followers, [----] engagements "For the first time in days @binance is a net buyer of spot $BTC here. Minimal spot selling atm from all exchanges. NFP delayed from today until Web 2/11 will likely be supportive of a mean reversion in risk temporarily. NQ futures have been green in the overnight session. I am not personally in a rush to buy anything. I think we ultimately see hedging into end of day as no one wants to carry risk into the weekend bc of the possibility of an Iranian conflict escalation. I believe equities & crypto still have more down side this month so Im staying defensive." [X Link](https://x.com/crypto_condom/status/2019737727525061051) 2026-02-06T11:39Z 135.7K followers, 11.6K engagements "@TheOtherParker_ Feels sus. I dont think this is correct The spot selling originated on Binance not cb where etf volume would account for an unwind" [X Link](https://x.com/crypto_condom/status/2019748516831101146) 2026-02-06T12:22Z 135.6K followers, [----] engagements "@achilesseth @binance Im uncomfortably long zro and hype. I bought some btc yesterday too" [X Link](https://x.com/crypto_condom/status/2019748688873111903) 2026-02-06T12:23Z 135.5K followers, [---] engagements "@achilesseth @binance I think they prove stablecoin infrastructure to the nyse in some way" [X Link](https://x.com/crypto_condom/status/2019750252702499084) 2026-02-06T12:29Z 135.5K followers, [---] engagements "@exitpumpBTC Binance is buying spot now tho. Think higher for reversion" [X Link](https://x.com/crypto_condom/status/2019751510775636266) 2026-02-06T12:34Z 135.5K followers, [----] engagements "@lookonchain Lubin & Trend are not safu imo" [X Link](https://x.com/crypto_condom/status/2019758879039463691) 2026-02-06T13:03Z 135.6K followers, [----] engagements "@Crypto_Chase @krakenpro Congrats. Kraken customer service is great" [X Link](https://x.com/crypto_condom/status/2019821099694084256) 2026-02-06T17:10Z 135.6K followers, [----] engagements "@Delphi_Digital Prob runs the tokenized nyse. Nfa" [X Link](https://x.com/crypto_condom/status/2020620224064803080) 2026-02-08T22:06Z 135.6K followers, [----] engagements "Genuinely fucking embarassing. Singing watching. So we got millions of people watching the Big Game to sing along with us. Oh and we put it on the world's largest LED screen @SphereVegas. https://t.co/dYqBkEy41g Singing watching. So we got millions of people watching the Big Game to sing along with us. Oh and we put it on the world's largest LED screen @SphereVegas. https://t.co/dYqBkEy41g" [X Link](https://x.com/crypto_condom/status/2020685971239453131) 2026-02-09T02:27Z 135.8K followers, 55.3K engagements "WTF JUST IN - Discord to globally require a bio-metric face scan or ID verification for full access next month to protect "teen safety." Verge https://t.co/5EYFwz5YCY JUST IN - Discord to globally require a bio-metric face scan or ID verification for full access next month to protect "teen safety." Verge https://t.co/5EYFwz5YCY" [X Link](https://x.com/crypto_condom/status/2020893810369196139) 2026-02-09T16:13Z 135.8K followers, 19.3K engagements "Damnit I hate being bearish down here.but the fact that $BTC cant rally on the back of the @nikkei and @Nasdaq pumps is not great" [X Link](https://x.com/crypto_condom/status/2020895699064250564) 2026-02-09T16:20Z 135.8K followers, [----] engagements "God level investigative citizen journalism at work. This is why @x is incredible. The @LayerZero_Core event is tomorrow and should hopefully warrant the pomp and circumstance being afforded if. Heres hoping for cryptos iPhone moment 🙏 Everyone kept assuming the LayerZero NYC reveal announced by @PrimordialAA would be something directly tied to the NYSE building. Wall Street optics the whole center of finance moment. But then I saw a behind-the-scenes build-out photo posted by @ldf_gm from the LayerZero https://t.co/klxGbb7BKP Everyone kept assuming the LayerZero NYC reveal announced by" [X Link](https://x.com/crypto_condom/status/2021045365366194249) 2026-02-10T02:15Z 135.8K followers, 16.6K engagements "@Wilson19947653 @X @LayerZero_Core ZEO will announce layer zeros CRE equivalent and well get to see how good it is. 🫡" [X Link](https://x.com/crypto_condom/status/2021050716035650046) 2026-02-10T02:36Z 135.8K followers, [---] engagements "@andyyy @X @LayerZero_Core its not exactly a chain. Think its their version of CRE" [X Link](https://x.com/crypto_condom/status/2021053474230976818) 2026-02-10T02:47Z 135.8K followers, [---] engagements "@Wilson19947653 @X @LayerZero_Core I think they'll do better than you think sir. Dont let bag bias get in the way of making money. You can like both" [X Link](https://x.com/crypto_condom/status/2021053695702729019) 2026-02-10T02:48Z 135.8K followers, [---] engagements "@zerolore @zerokevo @PrimordialAA @LayerZero_Core 🫶" [X Link](https://x.com/crypto_condom/status/2021054616847384868) 2026-02-10T02:52Z 135.8K followers, [---] engagements "jfc what a fucking retard. These are your counterparties. A Super Bowl halftime show insider has been confirmed and he still lost money. Rapper @Preme created a Polymarket account yesterday and bet $185K on both Cardi B and Drake not performing. Preme is a longtime friend of Drake and has deep connections in the music industry. He https://t.co/KJLIjF7WCd A Super Bowl halftime show insider has been confirmed and he still lost money. Rapper @Preme created a Polymarket account yesterday and bet $185K on both Cardi B and Drake not performing. Preme is a longtime friend of Drake and has deep" [X Link](https://x.com/crypto_condom/status/2021055295443943453) 2026-02-10T02:55Z 135.8K followers, 24.3K engagements "@leadorfollow123 @Wilson19947653 @X @LayerZero_Core por que no los dos" [X Link](https://x.com/crypto_condom/status/2021058468308975707) 2026-02-10T03:07Z 135.8K followers, [---] engagements "@giangosfit @leadorfollow123 @Wilson19947653 @X @LayerZero_Core certainly possible. we'll see" [X Link](https://x.com/crypto_condom/status/2021059246520139815) 2026-02-10T03:10Z 135.8K followers, [---] engagements "@cointradernik Por Que no Los dos Think energy continues to cook for the next quarter while us incentives for infra build outs get announced then more speculative tech trades receive tailwinds from the spaceX ipo and looser monetary policy" [X Link](https://x.com/crypto_condom/status/2021175767070093407) 2026-02-10T10:53Z 135.8K followers, [----] engagements "I paid $400 to adopt the 2nd great love of my lifea rescue poodle named Shadow. He was not potty trained. Hed been caged the first 9m of his life with no training whatsoever so ever. But the day I came for himhe hopped in my car without a leash or incentive. He knew he was going to a better place. Save a life and make a friend forever. Adopt a rescue. https://twitter.com/i/web/status/2021747081103151245 https://twitter.com/i/web/status/2021747081103151245" [X Link](https://x.com/crypto_condom/status/2021747081103151245) 2026-02-12T00:44Z 135.8K followers, [----] engagements "IMO the best risk/return in the markets today is being long tech/bitcoin/commodities hedged by shorts in $CVNA & $IONQ. NFA" [X Link](https://x.com/crypto_condom/status/1977725150528188779) 2025-10-13T13:16Z 135.8K followers, 24.3K engagements "Does this surprise anyone $COIN customer service has been terrible for years (except for Cobie) Their ui/ux for trading sucks ass and fees are super high vs trading on a competitor. BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion" [X Link](https://x.com/crypto_condom/status/2022062177537208737) 2026-02-12T21:36Z 135.8K followers, 19.6K engagements "RT @ThorTrades8: Mom how did we get so poor Your dad and us stayed in the Netherlands after the implementation of the 36% tax on unrea" [X Link](https://x.com/crypto_condom/status/2022356479291068739) 2026-02-13T17:05Z 135.8K followers, [---] engagements "By its own admission @aixbt_agent gets its data ONLY by scraping @X. It does not look on chain & it does not use outside sources. You can get scraping services for $30 & feed it into ChatGPT to give you a tweet. 🤖TLDR: Claiming $AIXBT will have substantial revenue or subscribers for that matter is EL not FA Matrix for $AIXBT demand after their tiered model launches next week Their token holding model better for short term pumpamentals Subscription model better for long term value accrual https://t.co/JRQQsCOllp Matrix for $AIXBT demand after their tiered model launches next week Their token" [X Link](https://x.com/crypto_condom/status/1879264228424536527) 2025-01-14T20:28Z 135.8K followers, 117.4K engagements "ALT OI BTC OI for the first time in [--] months since the Jan [----] local top. Time to pay attention. @wclemente @cointradernik" [X Link](https://x.com/crypto_condom/status/1966837085731779020) 2025-09-13T12:11Z 135.8K followers, 289.2K engagements "The $SOL DAT Forward Industries $FORD holds approximately [----] million $SOL tokens. The avg purchase price was around $232 per token. This represents a [----] % floating loss at $154/SOL. This is a $530.76 million unrealized loss to date. How long do you think it will be before they start selling more $SOL when it shits the bed to $120 This is just straight up one of the most bearish HTF charts I've seen Now usually I'd just be like "ah everyone is seeing this so it won't play out" "Just a ploy to make people bearish before up" But I'm not seeing any panic no one is discussing this WTF is going" [X Link](https://x.com/crypto_condom/status/1988396027662016583) 2025-11-11T23:58Z 135.8K followers, 73.1K engagements "Great report form @CryptoBased_ @rollbit remains my sole asymmetric bet and my only long term hodl atm. Chart continues to look better the more supply deflates. The new Holders Report for $RLB is live 🎉 Since our last report the $RLB supply has been reduced by 675% all this in just over three months Read below for the in-depth breakdown on the supply for $RLB as well as the team and investor distribution. https://t.co/otUI0fIVgM The new Holders Report for $RLB is live 🎉 Since our last report the $RLB supply has been reduced by 675% all this in just over three months Read below for the" [X Link](https://x.com/crypto_condom/status/2003153072902803779) 2025-12-22T17:18Z 135.8K followers, 13.8K engagements "2026 portfolio: Energy: $AES Defense: $ONDS Semis/AI: $INTC Robotics: $FANUC Commodities: $URA" [X Link](https://x.com/crypto_condom/status/2007198235367256261) 2026-01-02T21:12Z 135.8K followers, 24.5K engagements "CT isnt prepared to admit the buy backs work. Note: CCap owns $RLB 🎩Hat tip to @dcfgod for his $PUMP buybacks post (Im long $PUMP as well) 🔥 [------] RLB was just bought & burned ($44931) 🔥 Hourly revenues: Casino: $21548 🎲 Sports: $1538 ⚽ Trading: $158204 📈 Burned Today: [-------] RLB ($109.7K) Burned This Week: [-------] RLB ($634.4K) Burned This Year: [---------] RLB ($33.4M) Lifetime Burn: https://t.co/wdvprukxC6 🔥 [------] RLB was just bought & burned ($44931) 🔥 Hourly revenues: Casino: $21548 🎲 Sports: $1538 ⚽ Trading: $158204 📈 Burned Today: [-------] RLB ($109.7K) Burned This Week:" [X Link](https://x.com/crypto_condom/status/2011489859345559841) 2026-01-14T17:25Z 135.8K followers, 24.9K engagements "I absolutely believe that one of the most asymmetric lotto bets you can make in the market today are deep OTM puts on $CVNA. IMO the @GothamResearch report is accurate and I've long said @Carvana has hidden their debt Enron-style via their private subsidiaries DriveTime & Bridgecrest. @QTRResearch here are mine https://t.co/gajZ3pW0ng @QTRResearch here are mine https://t.co/gajZ3pW0ng" [X Link](https://x.com/crypto_condom/status/2016922629660147905) 2026-01-29T17:13Z 135.8K followers, 13K engagements "Here's a crazy fucking thought for you: If a founder spent raised capital wontonly in the past.they dont care about your investment. If a founder claims to support a project while objectively cashing out his OWN token weekly.they dont care about your investment. If a founder tries to raise at a $1b valuation with no moat and no revenue.they are using you for exit liquidity Brought to you by @infinex 🙇♀ @sjdedic Kain literally dumps the token of his gameFi project from his public wallet along with other team members. The project spent investor money lavishly on open bars and high end real" [X Link](https://x.com/crypto_condom/status/2017656885529202818) 2026-01-31T17:51Z 135.8K followers, 16.2K engagements "I guess we can look for more sales from the $SOL ETF Forward Industries soon. They purchased $1.58b of $SOL at $232 avg price and now price is down 57.4% and going much much lower. 💀 FORWARD INDUSTRIES HAS NOW PURCHASED $1.58B $SOL Forward Industries has purchased $1.58B of $SOL at an average price of $232. Forward Industries is a Solana DAT supported by Galaxy Digital Jump Crypto and Multicoin Capital. https://t.co/uABnOtTZJv FORWARD INDUSTRIES HAS NOW PURCHASED $1.58B $SOL Forward Industries has purchased $1.58B of $SOL at an average price of $232. Forward Industries is a Solana DAT" [X Link](https://x.com/crypto_condom/status/2017975010711789663) 2026-02-01T14:55Z 135.8K followers, 13.4K engagements "One of the smartest a guys I know @krugman87 thinks we bottom when $BMNR mNAV is .5 (contiguous with prior cycle lows). Thatd make ETH 1300-1500 which lines up tbh.wipes out all the sub 2k leverage built up since FTX. BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the 5th largest documented principal trading loss in history if sold. Unrealized losses are now at 66% of the size of Archegos in [----] the largest loss ever recorded. https://t.co/JLHqMDLL1M BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the" [X Link](https://x.com/crypto_condom/status/2018289990170534311) 2026-02-02T11:46Z 135.8K followers, 22.3K engagements "Bought a shit ton of $AES calls with a year of theta. Didnt expect to get a @blackrock M&A so fast (Jan [--] to Feb 2) but happy for the win. Will assess tp based on the (eventually) announced merger valuation. FIRMLY believe Energy is an under-appreciated sector with plenty of hefty dividends catalysts and near-NAV book value pricing. 🫡 I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy" [X Link](https://x.com/crypto_condom/status/2018547124862955988) 2026-02-03T04:48Z 135.8K followers, 10.2K engagements "💀$USDC market cap is in decline 💀Total stablecoin market cap LTF is in decline week over week as well (HTF yes this will go higher but not necessarily via $USDC) 💀A weak dollar with low interest rates will cause a significant decline in revenue Circle is destined for lower. Dan needs EL. So let's get this straight. @circle stock is -80% from its peak [--] months ago. And last year total trading volume of stablecoins was [--] Trillion. Now in Jan alone stables volume was 10T And Usdc was 8T of that.in one month. TAM of stables will be north of 1000T. 🚀 So let's get this straight. @circle stock" [X Link](https://x.com/crypto_condom/status/2018714860947661179) 2026-02-03T15:55Z 135.8K followers, 17.9K engagements "This is the dumbest shit I've ever heard "This has caused ETH to decline over 20% also dragging BTC down" If you're gonna make shit up at least make it sound believable. Trend Research & Garrett's $ETH deleveraging has had no effect on $BTC weakness nor spot selling. We havent bottomed and we're going lower. $ETH to 1300-1500 just bc of the idiocy of this post. They expect one of us in the wreckage brother. https://twitter.com/i/web/status/2019171210266034430 https://twitter.com/i/web/status/2019171210266034430" [X Link](https://x.com/crypto_condom/status/2019171210266034430) 2026-02-04T22:08Z 135.8K followers, 14.2K engagements "Friends asked why HYPE BNB are holding up so well. The answer is simple: these tokens thrive in volatility but die in apathy. CEX/DEX generate enormous revenue during liquidations and knife catching when volume is high. Apathy occurs after everyone gets liquidated and walks away from the casino. Fair warning. @HyperliquidX has become a consensus trade bc its gud tech.but consensus trades have a way of humbling you when everyone is sheltering in the same coin. Stay in spot or stay frosty. https://t.co/WO2oFYaUnL Fair warning. @HyperliquidX has become a consensus trade bc its gud tech.but" [X Link](https://x.com/crypto_condom/status/2019301359552471530) 2026-02-05T06:45Z 135.8K followers, 17.7K engagements "@samkazemian This is like congratulating a pedophile for giving out free candy" [X Link](https://x.com/crypto_condom/status/2019390695577162156) 2026-02-05T12:40Z 135.8K followers, [----] engagements "Pretty incredible research report on @Carvana from @_kablaa. Some truly damning facts: 🌊Roughly [-----] of $CVNA [-----] loans were originated underwater. 😱Lenders are repossessing car worth less than their debt. When the car sells at auction for whatever the market will bear they eat this cost. LGD on these loans runs 60-80%. 💀36.1% of $CVNA loans are already past the depreciation red line.including borrowers at 110% 120% even 130%+ LTV https://abeliananalysis.com/posts/carvana-short-thesis/ https://abeliananalysis.com/posts/carvana-short-thesis/" [X Link](https://x.com/crypto_condom/status/2019410029133132091) 2026-02-05T13:57Z 135.8K followers, [----] engagements "Added some more $XPRO here. Chart looks amazing on every time frame. Do you know who is @Chevron's LATAM oil well subcontractor is anon That's right. $XPRO 👉Zero debt 👉Free Cash Flow 👉LATAM Middle East & West Africa presence 👉Book value is $12.82 https://t.co/HKtwVnNX5W Do you know who is @Chevron's LATAM oil well subcontractor is anon That's right. $XPRO 👉Zero debt 👉Free Cash Flow 👉LATAM Middle East & West Africa presence 👉Book value is $12.82 https://t.co/HKtwVnNX5W" [X Link](https://x.com/crypto_condom/status/2019836688525324303) 2026-02-06T18:12Z 135.8K followers, [----] engagements "The US government is literally TELLING you how important nuclear power is to our current energy infrastructure. Ive been accumulating uranium exposure for [--] years. My body is ready. Nuclear energy is back in a BIG way. Nuclear energy is back in a BIG way" [X Link](https://x.com/crypto_condom/status/2020509243955171694) 2026-02-08T14:45Z 135.8K followers, 37.6K engagements "Kyle is in most respects everything wrong with crypto VC literally fled his fund for EL Promotes scam coins & terror Close minded Permanently hypocritical @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned" [X Link](https://x.com/crypto_condom/status/2020526660970242361) 2026-02-08T15:54Z 135.8K followers, 28K engagements "@emiliemc This was terrible. Your marketing team is as bad as your customer service (minus cobie)" [X Link](https://x.com/crypto_condom/status/2020717745009213809) 2026-02-09T04:33Z 135.8K followers, [----] engagements "Please give my @arkham friend @0xColle a follow. His account got nuked and he's rebuilding. He is a fantastic account for following analytics and on chain sleuthing. You never know what alpha you may glean. 🤝" [X Link](https://x.com/crypto_condom/status/2020880681199456680) 2026-02-09T15:21Z 135.8K followers, [----] engagements "Kyle Translation: any Solana teams looking for exit liquidity shoot me a note. Forward could be a great landing place for you (like it was for me) Any Solana teams looking for a soft landing shoot me a note. Forward could be a great landing place for you Any Solana teams looking for a soft landing shoot me a note. Forward could be a great landing place for you" [X Link](https://x.com/crypto_condom/status/2021014818036027765) 2026-02-10T00:14Z 135.8K followers, 13.1K engagements "@RonFilipkowski This is fallacious. Binance custodies $WLFI for liquidity they do not own that amount of the @worldlibertyfi supply" [X Link](https://x.com/crypto_condom/status/2021258668549853410) 2026-02-10T16:23Z 135.8K followers, [----] engagements "@mattydaytrades_ please dear god for all that is holy let this pile of shit go to zero" [X Link](https://x.com/crypto_condom/status/2021308498114453687) 2026-02-10T19:41Z 135.8K followers, [----] engagements "@NullRagrets @Uniswap @BlackRock @CantonNetwork @LayerZero_Core Era is zro sir. Ifykyk" [X Link](https://x.com/crypto_condom/status/2021325253671047537) 2026-02-10T20:47Z 135.8K followers, [---] engagements "@yieldsearcher trump may have cooked the books. Interesting he was quoted today as saying employment was fine https://x.com/HOTELIERCRYPTO_/status/2021392835531182238s=20 *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD -FIRSTSQUAWK- Imagine trusting this and you are still unemployed https://x.com/HOTELIERCRYPTO_/status/2021392835531182238s=20 *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD -FIRSTSQUAWK- Imagine trusting this and you are still unemployed" [X Link](https://x.com/crypto_condom/status/2021410313028157702) 2026-02-11T02:25Z 135.7K followers, [----] engagements "True Story: My 76yr old mother called me today. She asked if she should buy $BTC. Genuinely cant decide if this was bullish or bearish💀" [X Link](https://x.com/crypto_condom/status/2021418377194111265) 2026-02-11T02:57Z 135.8K followers, 12.5K engagements "@non_acta40437 condom IS old :)" [X Link](https://x.com/crypto_condom/status/2021426394027393112) 2026-02-11T03:29Z 135.8K followers, [---] engagements "@derivativemonky @LayerZero_Core Brother did you even READ what I posted" [X Link](https://x.com/crypto_condom/status/2021559135901290594) 2026-02-11T12:17Z 135.8K followers, [---] engagements "🎯Credit to @AggrNews for the breaking news. If you dont follow him you're missing out on the highest quality news and alpha. @Ian_Unsworth Its almost like the world's largest asset manager invested in $UNI and @Uniswap will put up a website re: tokenization with the tagline "trusted by blackrock" @Ian_Unsworth Its almost like the world's largest asset manager invested in $UNI and @Uniswap will put up a website re: tokenization with the tagline "trusted by blackrock"" [X Link](https://x.com/crypto_condom/status/2021589097303716336) 2026-02-11T14:16Z 135.8K followers, 18.8K engagements "@0xderpyderp @LayerZero_Core And 150m of tokens bought by tether citadel and ark.and all the other tokens your lazy ass dont bother to research. HFSP" [X Link](https://x.com/crypto_condom/status/2021593650669535560) 2026-02-11T14:34Z 135.8K followers, [---] engagements "The court is going to force Drivetime $CVNA's Enron-style subsidiary to disclose their cooked books. This will legally allow further discovery of the @Carvana fraud going on. This shit is going to unwind & go to zero. $CVNA plaintiffs motion to compel was granted today -- the Drivetime attachments Garcia Sr. unilaterally withheld during discovery are coming in. Judge Boyle granted these attachments the designation of "Attorneys Eyes Only." Pressure likely mounting on @GrantThorntonUS https://t.co/QSAelbFQIr $CVNA plaintiffs motion to compel was granted today -- the Drivetime attachments" [X Link](https://x.com/crypto_condom/status/2021617597716869230) 2026-02-11T16:09Z 135.8K followers, [----] engagements "@edwardmorra_btc @AggrNews posted it several times on X and in my research discord.but that was the first old post i found so go look if you dont believe me sir. 🤷♀" [X Link](https://x.com/crypto_condom/status/2021618963378049500) 2026-02-11T16:14Z 135.8K followers, [---] engagements "@monadmagician @Carvana Time to buy puts is past my friend. Iv too high now. Dont get rekt" [X Link](https://x.com/crypto_condom/status/2021627316515090462) 2026-02-11T16:48Z 135.8K followers, [---] engagements "@c2mtrading Straight from your last vid. Ty boss" [X Link](https://x.com/crypto_condom/status/2021628023318229273) 2026-02-11T16:50Z 135.8K followers, [---] engagements "@Linksideup @AustinBarack @LayerZero_Core @canton Por Que no Los dos $zro connects canton too sirdream a little bit bigger darlin" [X Link](https://x.com/crypto_condom/status/2021651066522354026) 2026-02-11T18:22Z 135.8K followers, [---] engagements "@ImperiumPaper The amount Blackrock bought is small. Imo the amount of $ZRO tether citadel and ark bought is a much grander gesture" [X Link](https://x.com/crypto_condom/status/2021660916270707118) 2026-02-11T19:01Z 135.8K followers, [----] engagements "@J0nnyMang0 @LayerZero_Core I am not. Just good tech. I own a spot bag from 2.20" [X Link](https://x.com/crypto_condom/status/2021671145523519646) 2026-02-11T19:42Z 135.8K followers, [---] engagements "@gullhesten 3.50" [X Link](https://x.com/crypto_condom/status/2021744171942653980) 2026-02-12T00:32Z 135.7K followers, [---] engagements "Shadow is the greatest investment Ive ever made ❤🐩" [X Link](https://x.com/crypto_condom/status/2021749573077623140) 2026-02-12T00:53Z 135.8K followers, [----] engagements "@Crypto_shogun23 Zero interest in xmr. Hype 21-25 Ill be buying spot" [X Link](https://x.com/crypto_condom/status/2021749723527590177) 2026-02-12T00:54Z 135.8K followers, [---] engagements "@NickWoolos Can buy .25acre gulf front property sub 1m rn. Its dirt cheap in Florida atm" [X Link](https://x.com/crypto_condom/status/2022008357897556418) 2026-02-12T18:02Z 135.8K followers, [---] engagements "@GlobalMacroZen Look at us banks jpm and gs. Both with major loss of momentum as well. Banking primed to not be a good sector rn" [X Link](https://x.com/crypto_condom/status/2022017799158477026) 2026-02-12T18:39Z 135.8K followers, [---] engagements "RT @zerolore: When we launched @USDT0_to we worked for [--] days straight to make sure everything was perfect for the world to see. The inp" [X Link](https://x.com/crypto_condom/status/2022158639180730783) 2026-02-13T03:59Z 135.8K followers, [--] engagements "RT @yieldsearcher: Coincidentally just in time for the long wknd" [X Link](https://x.com/crypto_condom/status/2022448960519180790) 2026-02-13T23:13Z 135.8K followers, [--] engagements "Im not fucking leaving. Its a shit industry at times but its OUR industry. It is what we make of it. Lets make it great. Many of the smartest people I've met in crypto over the past few years are actively looking for ways to pivot to other industries. Make of that what you will. Many of the smartest people I've met in crypto over the past few years are actively looking for ways to pivot to other industries. Make of that what you will" [X Link](https://x.com/crypto_condom/status/1896898739664749038) 2025-03-04T12:21Z 135.8K followers, 290.7K engagements "This is bullish AF for mature revenue generating stable coin DeFi apps like $CRV $AAVE & $MKR. If you dont believe me or dont get itI dont have time to explain it to you. SEC Chair Paul Atkins announces that DeFi platforms will be exempt from regulatory restrictions. Hes also stated that The right to have self custody of one's private property is a foundational American value that should not disappear when one logs on to the internet. https://t.co/dN7bSyRea2 SEC Chair Paul Atkins announces that DeFi platforms will be exempt from regulatory restrictions. Hes also stated that The right to have" [X Link](https://x.com/crypto_condom/status/1932260628917280981) 2025-06-10T02:16Z 135.8K followers, 58.5K engagements "For years Defi was beaten down threatened prosecuted & witch hunted. Protocols were afraid to hire US devs & incorporate in the US for fear of reprisal. Now the SEC issues a statement they are going to ENDORSE blockchain apps and support DeFi. ✊My brothers in Christ we havent even fucking BEGUN to reprice this. Hold onto your butts. This is bullish AF for mature revenue generating stable coin DeFi apps like $CRV $AAVE & $MKR. If you dont believe me or dont get itI dont have time to explain it to you. This is bullish AF for mature revenue generating stable coin DeFi apps like $CRV $AAVE &" [X Link](https://x.com/crypto_condom/status/1932417317985493126) 2025-06-10T12:39Z 135.8K followers, 43.1K engagements "Im going to share some alpha. Pay attention. 🪖LINK is THE trade of [----]. Plan ahead. GL" [X Link](https://x.com/crypto_condom/status/1988054988665614842) 2025-11-11T01:23Z 135.8K followers, 93.5K engagements "@Ian_Unsworth Its almost like the world's largest asset manager invested in $UNI and @Uniswap will put up a website re: tokenization with the tagline "trusted by blackrock"" [X Link](https://x.com/crypto_condom/status/1995889354250527184) 2025-12-02T16:14Z 135.8K followers, 21K engagements "I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy dividend for spot. Calls have dirt fucking cheap IV. $aes is the most undervalued oversold power generation company in the market today. Blackrock is in final discussions to acquire $aes but stock value remains modest at best. AES Corp supplies power to Microsoft and other big hyperscalers and yet the market ignores P/E of around $aes is" [X Link](https://x.com/crypto_condom/status/2007165388740497679) 2026-01-02T19:01Z 135.8K followers, 44K engagements "The @rollbit casino has operated flawlessly & profitably for 5yr. @Razer_Rollbits commitment to regulatory & legal compliance make $rlb a comfy hodl as the token has no sig emissions and onchain buy & burn slowly eat away at supply🤝 Looking forward to new games licenses & updates in [----] https://twitter.com/i/web/status/2008287490096951793 https://twitter.com/i/web/status/2008287490096951793" [X Link](https://x.com/crypto_condom/status/2008287490096951793) 2026-01-05T21:20Z 135.8K followers, 19.8K engagements "Physical merchandise is integral to the customer experience in an online casino. Love this high-end @rollbit poker set gifted to Kamino. Lovely to see team paying attention to the customer experience. High value details like this are key to user retention and growth. $RLB remains a comfy hodl for me 🫡 There is no second best. What a gift. ❤ @rollbit https://t.co/Gh0VDZE01S There is no second best. What a gift. ❤ @rollbit https://t.co/Gh0VDZE01S" [X Link](https://x.com/crypto_condom/status/2015735358600650831) 2026-01-26T10:35Z 135.8K followers, 11.3K engagements "For posterity let us pour one out for @infinex's attempt at a $1b valuation and anyone who believed that it was remotely reasonable. @MoonrockCapital : I am calling it now this Infinex is going to be one of the most successful and sustainable TGEs of this cycle. And one that future founders will study and try to replicate." TLDR: This is not [----] anymore and it genuinely warms me that the crypto markets are starting to view new projects thru a lens of moat and revenue vs hopium. @sjdedic Kain literally dumps the token of his gameFi project from his public wallet along with other team members." [X Link](https://x.com/crypto_condom/status/2017580806181388567) 2026-01-31T12:48Z 135.8K followers, 47.3K engagements "$AES is getting m&aed by @BlackRock at an as yet unknown valuation (guesstimate $18ish). Proof that theres always a bull market somewhere for companies near book value and good fundamentals. 🤝 I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy dividend for spot. https://t.co/weTiCvc7QO I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme" [X Link](https://x.com/crypto_condom/status/2018713142340010232) 2026-02-03T15:48Z 135.8K followers, [----] engagements "Been a while since Ive needed to look this up.but if you're worried about liquidation cascades.@DefiLlama has you covered: First large $ETH liquidation cluster starts at $1891 https://defillama.com/liquidations/eth https://defillama.com/liquidations/eth" [X Link](https://x.com/crypto_condom/status/2019264198866280491) 2026-02-05T04:17Z 135.8K followers, 22.9K engagements "The only crypto I own atm are $RLB & $ZRO. I do indeed hope Gandalf comes at dawn on the 5th day. it's always darkest before dawn. 10-Feb-26 it's always darkest before dawn. 10-Feb-26" [X Link](https://x.com/crypto_condom/status/2019533820278853798) 2026-02-05T22:09Z 135.8K followers, 10.1K engagements "That @HyperliquidX traded 1% of COMEX's combined daily volume in the last [--] days is genuinely incredible Gold and Silver have done over $20B in volume on Hyperliquid over the last [--] days It's also reached 1% of COMEX's combined daily volume in the last [--] days For context this ratio was 0.1% just two weeks ago. Slowly then all at once. Hyperliquid. https://t.co/SLmjsPWike Gold and Silver have done over $20B in volume on Hyperliquid over the last [--] days It's also reached 1% of COMEX's combined daily volume in the last [--] days For context this ratio was 0.1% just two weeks ago. Slowly then all" [X Link](https://x.com/crypto_condom/status/2019758058151285065) 2026-02-06T13:00Z 135.8K followers, 17.6K engagements "Democratization of preIPO equity access will inevitably result in a major increase in liquidity & accessibility vs traditional RFQ systems now available. Early access to preIPO shares bf tokenization becomes commonplace creates an opportunity for appreciation and ROI before IPO. https://twitter.com/i/web/status/2020294526951182779 https://twitter.com/i/web/status/2020294526951182779" [X Link](https://x.com/crypto_condom/status/2020294526951182779) 2026-02-08T00:32Z 135.8K followers, [----] engagements ".@Uniswap built a tokenization platform w/@BlackRock for liquidity @CantonNetwork built a chain for the private settlement of tokenized equities Did @LayerZero_Core build an orchestration enterpriselayer to unify all of the above Feels like the answer is yes. Tuesday should be interesting. https://twitter.com/i/web/status/2020616125340357061 https://twitter.com/i/web/status/2020616125340357061" [X Link](https://x.com/crypto_condom/status/2020616125340357061) 2026-02-08T21:50Z 135.8K followers, 43.8K engagements "If you think $HOOD looks attractive at $86youll think it looks even better at $66. Thats where Ill be buying 🫡 Robinhood looking attractive at $86 or 36x PE with decent upside (33% IRR) in the long run. Core assumptions: [--]. Equity trading market grows 12.7% CAGR and Robinhood has 6.5% of marketshare and [---] bps take rate in [----]. [--]. Crypto trading market grows 10% CAGR (quite https://t.co/hDMpclkhXF Robinhood looking attractive at $86 or 36x PE with decent upside (33% IRR) in the long run. Core assumptions: [--]. Equity trading market grows 12.7% CAGR and Robinhood has 6.5% of marketshare and" [X Link](https://x.com/crypto_condom/status/2021272530669961626) 2026-02-10T17:18Z 135.8K followers, 11.3K engagements "$AES green on a day where everything else is red. Id guess news regarding their @BlackRock M&A is coming soon given the unusual dark pool activity posting at a premium. I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy dividend for spot. https://t.co/weTiCvc7QO I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current" [X Link](https://x.com/crypto_condom/status/2021306660547899863) 2026-02-10T19:33Z 135.8K followers, [----] engagements "🫳🎙Something noteworthy: The concept of @LayerZero_Core "Atomicity Zones" is technically identical to @CantonNetwork's "Global Synchronizer" BUT generalized. It allows different entities (e.g. a broker and an exchange) to execute simultaneous transactions in parallel without blocking each other. Furthermore one of the obstacles for the @NYSE potentially using Canton is the "Owner's Dilemma" (not wanting to use someone else's chain). LayerZero isn't launching a classic competing chain (like Solana) but a "meta-layer" or true Layer [--]. The NYSE could use "Zero" to build its own custom" [X Link](https://x.com/crypto_condom/status/2021393369985851567) 2026-02-11T01:18Z 135.8K followers, 18.5K engagements "My baby knows how comfy it is longing $zro $rlb and energy stocks. 🤝" [X Link](https://x.com/crypto_condom/status/2021743848960238039) 2026-02-12T00:31Z 135.8K followers, [----] engagements "Preach it brother Theres never been a better time to be a fundamental investor. Theres never been a better time to be a fundamental investor" [X Link](https://x.com/crypto_condom/status/2022008764833075620) 2026-02-12T18:03Z 135.8K followers, [----] engagements "RT @Nebraskangooner: $COIN Your friendly neighborhood Gooner warned you of breakdown months ago. 🤝" [X Link](https://x.com/crypto_condom/status/2022141557345038785) 2026-02-13T02:51Z 135.8K followers, [--] engagements "Worth noting what stays red in a sea of green" [X Link](https://x.com/crypto_condom/status/2022349479786287461) 2026-02-13T16:37Z 135.8K followers, [----] engagements "RT @aakashgupta: Hubermans right that this will be a trillion-dollar drug class. Hes also telling you exactly who will own that trillion" [X Link](https://x.com/crypto_condom/status/2022369091504259139) 2026-02-13T17:55Z 135.8K followers, [--] engagements "RT @Tom__Capital: I'm sensing a theme 👊" [X Link](https://x.com/crypto_condom/status/2022425613467025424) 2026-02-13T21:40Z 135.8K followers, [--] engagements "People are salty bc they missed the $ZRO move even tho it was hinted at ahead of time by marketing and citizen researchers. They didnt bother to look at the fundamentals and thus had no conviction to buy/hodl. @LayerZero_Core has been doing public token buy backs of investors for more than a year. Supply is not supply and @ARK_Funds @citadel & others bought TOKENS not equity. Examples: 4% TGE suppy was repurchased at launch Sept [----] Buyback Announcement: The LayerZero Foundation executed a buyback of [--] million ZRO tokens (5% of total supply) from early investors valued at approximately" [X Link](https://x.com/crypto_condom/status/2021552791869604132) 2026-02-11T11:51Z 135.8K followers, 28.2K engagements "Timber This is going to $200 with haste. Once the records of Drivetime are subpoenaed the $CVNA fraud will unwind and they will get delisted from the S&P + hopefully go bankrupt" [X Link](https://x.com/crypto_condom/status/2021620738311279095) 2026-02-11T16:21Z 135.8K followers, [----] engagements "Theres always a bull market somewhere. These are the [--] puts protecting my portfolio while my energy stocks print. 🫡" [X Link](https://x.com/crypto_condom/status/2021632685635248255) 2026-02-11T17:09Z 135.8K followers, 13.4K engagements "$CVNA is committing fraud. That fraud is starting to unwind as DriveTime records get subpoenaed. Dont get caught on the wrong end of this. Its downward momentum is going to keep accelerating to technical support levels of $310 $200 and finally $0. IMO the best risk/return in the markets today is being long tech/bitcoin/commodities hedged by shorts in $CVNA & $IONQ. NFA IMO the best risk/return in the markets today is being long tech/bitcoin/commodities hedged by shorts in $CVNA & $IONQ. NFA" [X Link](https://x.com/crypto_condom/status/2021983237938336187) 2026-02-12T16:22Z 135.8K followers, [----] engagements "Portfolio hit ATH again today bc of these hedges. Fundamentals matter & this shit was/is overvalued AF Taking profit on @Expedia here so I can short from higher after earnings tomorrow. 🫡 Theres always a bull market somewhere. These are the [--] puts protecting my portfolio while my energy stocks print. 🫡 https://t.co/Iv4F1mTBW3 Theres always a bull market somewhere. These are the [--] puts protecting my portfolio while my energy stocks print. 🫡 https://t.co/Iv4F1mTBW3" [X Link](https://x.com/crypto_condom/status/2021984611862294752) 2026-02-12T16:27Z 135.8K followers, [----] engagements "Started a large put position in $JPM @Chase targeting $200s. Technically the stock's MACD indicates that the downward velocity is accelerating. Fundamentally JPM signaled projected expenses of $105 billion. significantly higher than the $102$103 billion analysts had modeled. Recent SEC filings also show that C-suite insiders are selling including the CFO + General Counsel have sold 5% to 10% of all holdings in early [----]. Finally real estate credit risk in the sunbelt risk of credit limits due to Trump's 10% card max and reputational concerns due to debanking will all continue to weigh on the" [X Link](https://x.com/crypto_condom/status/2022330379747635617) 2026-02-13T15:21Z 135.8K followers, [----] engagements "@plastoise @ImperiumPaper @zachxbt Then you shouldnt follow sir. I cant help it if I call out ETH weakness. I make no money off my account or research. I share thots publically and freely. If you dont like them theres nothing wrong with thatjust leave" [X Link](https://x.com/crypto_condom/status/2022472749776548013) 2026-02-14T00:47Z 135.8K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@crypto_condom CryptoCondomThe crypto industry is expected to see a large amount of mergers and acquisitions (M&A) consolidations as it moves from speculative valuations to fundamental ones. Meanwhile, Binance is drawing attention with its recent moves, including a $2 billion stablecoin investment from Abu Dhabi's MGX and its application for a crypto ETF. Additionally, there are concerns about the market's focus on superficiality and the need for more serious and hardworking builders in the space.
Social category influence finance 44.44% stocks 29.17% cryptocurrencies 25.69% exchanges #2513 technology brands 7.64% financial services #325 social networks 2.08% products 1.39% countries 1.39% automotive brands 0.69%
Social topic influence $cvna #40, bearish 5.56%, crypto #6995, blackrock #549, $orcl #109, liquidity #3055, $aes #7, money 4.86%, if you 4.86%, binance 4.86%
Top accounts mentioned or mentioned by @layerzerocore @wilson19947653 @dinosaurteef @hyperliquidx @carvana @blackrock @linksideup @plastoise @sjdedic @achilesseth @andyyy @nullragrets @uniswap @crediblecrypto @dubby__3th @cryptonoymous @yieldsearcher @openai @tomcapital @defillama
Top assets mentioned Carvana Co. (CVNA) BlackRock Inc (BLK) Oracle Corporation (ORCL) AES, Corp. (AES) Layerzero (ZRO) Bitcoin (BTC) Rollbit Coin (RLB) Aave (AAVE) Ethereum (ETH) Denison Mines Corp (DNN) Solana (SOL) iShares BTC Trust (IBIT) Hyperliquid (HYPE) Duolingo, Inc. (DUOL) Energy Transfer, LP. (ET) World Liberty Financial (WLFI) Robinhood Markets, Inc. (HOOD) Coinbase Global Inc. (COIN) Ondas Holdings Inc. Common Stock (ONDS) IonQ, Inc. (IONQ) Mario Coin (COIN) Forward Industries (FWDI) Uniswap (UNI) Curve DAO Token (CRV) Maker (MKR) BNB (BNB) Tesla, Inc. (TSLA)
Top posts by engagements in the last [--] hours
"Consider this a reminder that cash IS a position. Today my equities portfolio hit ATH thx to my rotation from tech to energy in Dec. I have taken off 40% cash to be ready to buy blood. The remaining spot longs are covered by my publicly posted shorts in $CVNA $ORCL & $IBIT. 🫡"
X Link 2026-02-03T19:29Z 135.8K followers, 32.1K engagements
"🎯"The laptop-class bourgeoisie are in the most trouble" If you're under [--] the crisis is already here The most replaceable roles are entry-level low-skill knowledge jobs "The laptop-class bourgeoisie are in the most trouble" @AviFelman https://t.co/bjScFgWlJw If you're under [--] the crisis is already here The most replaceable roles are entry-level low-skill knowledge jobs "The laptop-class bourgeoisie are in the most trouble" @AviFelman https://t.co/bjScFgWlJw"
X Link 2026-02-12T17:34Z 135.8K followers, 10.4K engagements
"Wrong. The market proved most alt coins have NO bids when mm liquidity is pulledthey literally go to zero & are worthless. The ONLY coins that have a value prop and will outperform aka be a good buy post crash are those with revenue & utility commiserate with valuation. To me that is $hype $aave $bnb for now. Ironically owning altcoins right now is much lower risk than [--] days ago. But most people believe the opposite. Ironically owning altcoins right now is much lower risk than [--] days ago. But most people believe the opposite"
X Link 2025-10-12T11:11Z 135.8K followers, 109.2K engagements
"It is time to short $ORCL again"
X Link 2026-02-12T17:49Z 135.8K followers, [----] engagements
"My equities portfolio is at ATH today. I bought the first tranche of some more puts to protect it. This time the short of choice is @duolingo. $DUOL is massively overvalued at an $8b MC at $169/share. It will eventually go the way of the Dodo Bird and Netscape.but for now im just targeting a MC decline to $5b on the backs of translating airpods and AI LLMs that can teach you anything w/o a live translator or subscription plan. https://twitter.com/i/web/status/1993032049117040642 https://twitter.com/i/web/status/1993032049117040642"
X Link 2025-11-24T19:00Z 135.5K followers, 89.2K engagements
"@Citrini7 what is your favoritte single name robotics stock as a moonshot (have an extra drink for me)"
X Link 2025-12-26T01:08Z 135.6K followers, 13.7K engagements
"The market doesnt dont understand this right now.but it will soon. This is bullish Energy stocks. Based on my research $AES is most likely to benefit due to preexisting data center contracts and high probability of acquisition from a larger infrastructure partner/investor. *TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS *TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS *TRUMP: TECH COMPANIES MUST PAY FOR DATA CENTER ELECTRIC BILLS *TRUMP: HAVE MUCH TO ANNOUNCE IN COMING WEEKS ON DATA CENTERS"
X Link 2026-01-13T00:02Z 135.5K followers, 27.4K engagements
"I have comprehensive Tesla insurance with FSD discount on a [----] Tesla for about 40% the cost of @geico or @StateFarm. Now @Lemonade_Inc is offering 50% off. FSD really is the way to go. NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD is steering because it had data showing it reduced accidents. A car that sees [---] degrees never gets drowsy and reacts in milliseconds cant be compared to a https://t.co/CwyGCptTcn NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD"
X Link 2026-01-21T18:18Z 135.6K followers, [----] engagements
"We are not a serious industry. Mark my words Ethzilla will keep selling $ETH. https://www.coindesk.com/business/2026/01/24/ethereum-treasury-firm-buys-jet-engines-amid-tokenization-push-after-selling-eth https://www.coindesk.com/business/2026/01/24/ethereum-treasury-firm-buys-jet-engines-amid-tokenization-push-after-selling-eth"
X Link 2026-01-25T01:49Z 135.8K followers, 13.9K engagements
"@yieldsearcher Its a timely event to highlight how old and underperforming the us power grid is. Data centers + Winter are an excellent argument for the energy sector. $ET & $AES well positioned for both"
X Link 2026-01-25T19:30Z 135.6K followers, [----] engagements
"All metals took a red day today on the back of Gold and Silver's Darth Maul moves. Fundamentally Uranium is my highest conviction commodity. Ive been accumulating since [----] and wont be stopping now. Uranium has true structural demand and diminishing spot supply. 🫡fwiw my exposure is $URA & $DNN Uranium jumps to highest price since October [----] 📈📈 https://t.co/QAA8axSCTN Uranium jumps to highest price since October [----] 📈📈 https://t.co/QAA8axSCTN"
X Link 2026-01-27T00:54Z 135.5K followers, 15.7K engagements
"Interesting things afoot with $ZRO Announcement catalyst 2/10/25 should be interesting"
X Link 2026-01-27T02:04Z 135.5K followers, [----] engagements
"Converted my $URA to $DNN this morning. Best way to look at this is that SPROTT is going to become to Uranium what Strategy is to Bitcoin. Miners like $DNN with large spot uranium treasuries few/no liabilities and cash on hand are going to rapidly reprice. Its just starting. Ka-boom💣🎆🤯 Today Sprott Physical #Uranium Trust issued 9.56M shares to raise an incredible $214M🏧💵😲 used to stack [------] lbs #U3O8⚛⛏🛒 as its NAV soared $387M to a record $7.24B💰🥳 #SPUT now holds a record $323M🏦 closing at a +1.63% PREMIUM to NAV🐳🤠🐂 #Nuclear https://t.co/xpvM8ygz1z Ka-boom💣🎆🤯 Today Sprott"
X Link 2026-01-28T17:29Z 135.5K followers, 45.1K engagements
"Cancelled my @OpenAI sub bc @GeminiApp is so good. Shorted $ORCL on the basis of leveraged debt loss of mind share and Im bearish software. Target $140. 🫡"
X Link 2026-01-28T19:45Z 135.5K followers, 14.2K engagements
"Softbank and Oracle are the best proxies for leveraged OpenAI. I am bearish @openai and ads wont save them from a re-rating lower. I am short $ORCL to express this view. There is a new head scratching OpenAI headline every day. Reminds me of [----] when every single person in crypto knew something was up with FTX but couldn't quite put their finger on it. It's like these things become so large and generally accepted that the market just sleepwalks https://t.co/lpitrzZ7BT There is a new head scratching OpenAI headline every day. Reminds me of [----] when every single person in crypto knew"
X Link 2026-01-28T22:17Z 135.5K followers, [----] engagements
"Im seriously considering shorting @Adobe Same reason as my $FIG short.AI is going to steal a lot of software application utility AND subscribers. Graphic artist friends tell me they now use it for AI touchups vs doing the whole picture Belt tightening will result in cancelled subs when an AI model can do almost as good of a touch up as a layman. I decided to test it with an overexposed pic of Shadow at the dog park this am. Seeing the results Im going to do a detailed breakdown on their revenues to see what amount of revenue is coming from software subs to potentially support a re-rating."
X Link 2026-01-29T16:45Z 135.5K followers, [----] engagements
"For posterity let us pour one out for @infinex's attempt at a $1b valuation and anyone who believed that it was remotely reasonable. @MoonrockCapital : I am calling it now this Infinex is going to be one of the most successful and sustainable TGEs of this cycle. And one that future founders will study and try to replicate." TLDR: This is not [----] anymore and it genuinely warms me that the crypto markets are starting to view new projects thru a lens of moat and revenue vs hopium. @sjdedic Kain literally dumps the token of his gameFi project from his public wallet along with other team members."
X Link 2026-01-31T12:48Z 135.8K followers, [---] engagements
"🥂ahem.cheers to fellow traders like @LSDinmycoffee & @Tom__Capital for their consistent @Oracle short thesis. If you dont follow both you should. This shit is destined for lower. $ORCL $ORCL is considering slashing up to [-----] jobs as the company struggles with the cost of its AI build-out. $ORCL is considering slashing up to [-----] jobs as the company struggles with the cost of its AI build-out"
X Link 2026-01-31T23:54Z 135.6K followers, [----] engagements
"NEVER leaving this app. Credit to @saylor y @acousticxbt"
X Link 2026-02-01T00:04Z 135.6K followers, 10.1K engagements
"Ban this guy. Hes a moron and didnt even bother to fact check what hes merely posting for engagement. Saylor isnt going to start selling in 3% or not. @MicroStrategy is ALREADY at .84 NAV per @blockworksres and prob does goes lower. It has been this low (and lower) before. DYOR and TRUST BUT VERIFY. Dont listen larps like this asshole. 🚨 BREAKING MICHAEL SAYLOR GOTTA START SELLING [------] $BTC WORTH OVER $54 BILLION IF BITCOIN DROPS ANOTHER 3%. CURRENT mNAV: [----]. AUTO DUMP TRIGGER: [----]. ANOTHER BLACK SWAN IS COMING https://t.co/PC8I9yissV 🚨 BREAKING MICHAEL SAYLOR GOTTA START SELLING"
X Link 2026-02-01T00:33Z 135.6K followers, 20.6K engagements
"No one ever wants to hear my bearish research.but ill share it none the less. The stablecoin market cap continues to decline. Week over week stablecoin growth is negative suggestive of continued decline in volatile asset pricing and a potential short term rolling over of growth as suggested by EMAs. Analysis performed on the stablecoin data from @DefiLlama 🦙 https://twitter.com/i/web/status/2017762585508991106 https://twitter.com/i/web/status/2017762585508991106"
X Link 2026-02-01T00:51Z 135.6K followers, 37.1K engagements
"NGL crypto market supply in profit is pretty ugly. Over a 30d window only 55% of all btc holdings are in profit while only 42% of all eth holdings are in profit. Meanwhile $SOL trading like the shitcoin it is with only 14% of holders in profit. The worse ofc is $WLFI.only .37% of holders in profit💀 https://twitter.com/i/web/status/2017935373096149429 https://twitter.com/i/web/status/2017935373096149429"
X Link 2026-02-01T12:17Z 135.7K followers, 15.2K engagements
"Objective Analytics that Make me Bearish until Data changes: 👉Stable coin market cap continues in decline 👉The amount of $BTC on exchanges has been increasing for [--] days contiguous with sell pressure vs accumulation 👉week over week ETF outflow continues to be greater than inflow Analytics from @glassnode https://twitter.com/i/web/status/2017938128464400451 https://twitter.com/i/web/status/2017938128464400451"
X Link 2026-02-01T12:28Z 135.6K followers, [----] engagements
"The @LayerZero_Core x @NYSE X accounts each had interesting announcements on the same day 1/19/26 🤔Purely speculative but its possible they're related in some way. A pepe can hope. [--] days away from finding out"
X Link 2026-02-02T00:33Z 135.8K followers, 12.2K engagements
"Lithium & uranium will directly benefit from this. BREAKING: Trump launches $12 billion minerals stockpile to counter China BREAKING: Trump launches $12 billion minerals stockpile to counter China"
X Link 2026-02-02T12:37Z 135.5K followers, 21.2K engagements
"I still believe in a hidden season for $HYPE. Time will tell. No matter if hidden clues or not @Degen_Alfie did a masterpiece ❤ Today is February 1st. Only [----] days left to see if this image is just a coincidence or if a $HYPE airdrop is coming on Chinese New Year (Feb 17) almost exactly one year after HyperEVMs launch (Feb [--] 2025). https://t.co/a1euidxHCf Today is February 1st. Only [----] days left to see if this image is just a coincidence or if a $HYPE airdrop is coming on Chinese New Year (Feb 17) almost exactly one year after HyperEVMs launch (Feb [--] 2025). https://t.co/a1euidxHCf"
X Link 2026-02-02T13:41Z 135.6K followers, 10.9K engagements
"@Crypto_Chase @raychi_god ZRO nfa"
X Link 2026-02-02T22:12Z 135.5K followers, [---] engagements
"@sshxbt @LayerZero_Core but you wouldnt know it"
X Link 2026-02-03T02:54Z 135.6K followers, [----] engagements
"Think $duol goes a lot lower but $123 today is a good place to tp. 🫡 My equities portfolio is at ATH today. I bought the first tranche of some more puts to protect it. This time the short of choice is @duolingo. $DUOL is massively overvalued at an $8b MC at $169/share. It will eventually go the way of the Dodo Bird and Netscape.but for now https://t.co/1WUqFKxjeJ My equities portfolio is at ATH today. I bought the first tranche of some more puts to protect it. This time the short of choice is @duolingo. $DUOL is massively overvalued at an $8b MC at $169/share. It will eventually go the way"
X Link 2026-02-03T15:44Z 135.6K followers, [----] engagements
"There are literally thousands of qualified blockchain analysts who would have been proud to recieve this scholarship.but @vladtenev picks a guy who had/has millions of @EclipseFND equity and a sexual assault scandal. Do fucking better Vlad. ZOOMER ROBINHOOD CEO VLAD TENEV'S AI COMPANY ANNOUNCES FIRST RESEARCH SCHOLARSHIP RECIPIENT NEEL SOMANI FORMER ECLIPSE FOUNDER WHO DEPARTED AFTER SEXUAL MISCONDUCT ALLEGATIONS: X ZOOMER ROBINHOOD CEO VLAD TENEV'S AI COMPANY ANNOUNCES FIRST RESEARCH SCHOLARSHIP RECIPIENT NEEL SOMANI FORMER ECLIPSE FOUNDER WHO DEPARTED AFTER SEXUAL MISCONDUCT ALLEGATIONS: X"
X Link 2026-02-03T21:39Z 135.7K followers, 17.7K engagements
"If God is good zero comes before Jan 17th [----] for the sake of mi familia and my portfolio. $CVNA is cooking their books Enron style and someday I want to be there to see it fail. Im short. I've been short and Im still short. 🫡 $CVNA From zero to hero to zero again to hero again. When zero again https://t.co/Y9VyZQ8ZlU $CVNA From zero to hero to zero again to hero again. When zero again https://t.co/Y9VyZQ8ZlU"
X Link 2026-02-04T16:48Z 135.6K followers, [----] engagements
"This is why our industry continues to fail. Listing the $30m shitter of a dead NFT project with no utility is tasteless @coinbase. Do better Spot trading for Doodles (DOOD) will go live on [--] February [----]. The opening of our DOOD-USD trading pair will begin on or after 9AM PT if liquidity conditions are met in regions where trading is supported. https://t.co/mwHRQupBw7 Spot trading for Doodles (DOOD) will go live on [--] February [----]. The opening of our DOOD-USD trading pair will begin on or after 9AM PT if liquidity conditions are met in regions where trading is supported."
X Link 2026-02-04T16:58Z 135.8K followers, [----] engagements
"Nibbled some $ONDS [----] & $DNN $3.60. I remain a uranium defense + energy bull. Spot only for safety. Plenty of cash + $ORCL $IBIT & $CVNA shorts printing Added a PLTR 2x Short ETF position today too.target $100 thanks to my friend @krugman87 Consider this a reminder that cash IS a position. Today my equities portfolio hit ATH thx to my rotation from tech to energy in Dec. I have taken off 40% cash to be ready to buy blood. The remaining spot longs are covered by my publicly posted shorts in $CVNA $ORCL & $IBIT. 🫡 Consider this a reminder that cash IS a position. Today my equities portfolio"
X Link 2026-02-04T18:19Z 135.6K followers, 13.6K engagements
"Fair warning. @HyperliquidX has become a consensus trade bc its gud tech.but consensus trades have a way of humbling you when everyone is sheltering in the same coin. Stay in spot or stay frosty"
X Link 2026-02-04T19:19Z 135.6K followers, 29.2K engagements
"$ET - I am long"
X Link 2026-02-04T21:38Z 135.8K followers, [----] engagements
"@Faead15 @HyperliquidX Wistful :) but Im patient and happily sitting in stables"
X Link 2026-02-05T00:46Z 135.5K followers, [---] engagements
"@DegenSensei @HyperliquidX no sir. Hype thrives in volatility bc they generate enormous money from liquidations and knife catching. CEX/DEX tokens die from apathy.when everyone gets liquidated and walks away. We are not there yet"
X Link 2026-02-05T06:43Z 135.5K followers, [---] engagements
"While you guys are talking about knife catching Im gonna sit tight in cash and have a mimosa. Equities havent puked yet so crypto wont either. Im not interested in little bounces (not that we've had them so far)"
X Link 2026-02-05T13:32Z 135.5K followers, [----] engagements
"@chumbawamba22 @Carvana @_kablaa Yes but not until 5-7"
X Link 2026-02-05T14:43Z 135.6K followers, [---] engagements
"Full tp hit here at $140 on $ORCL. Think this trades to $120 but i'm locking down my profit here. Cancelled my @OpenAI sub bc @GeminiApp is so good. Shorted $ORCL on the basis of leveraged debt loss of mind share and Im bearish software. Target $140. 🫡 Cancelled my @OpenAI sub bc @GeminiApp is so good. Shorted $ORCL on the basis of leveraged debt loss of mind share and Im bearish software. Target $140. 🫡"
X Link 2026-02-05T15:42Z 135.5K followers, [----] engagements
"Had I it puts I bough at 88-89k and sold at 69k today. Using profits to buy ibit here 58-62k"
X Link 2026-02-05T20:57Z 135.5K followers, [----] engagements
"@conksresearch Binance is selling 2.5b spot every 15m atm"
X Link 2026-02-05T22:50Z 135.5K followers, [----] engagements
"@ConstanceWaing @fresh_kickin best way to monitor is to use the cipriani hash ribbons which track the hashrate compression"
X Link 2026-02-06T03:44Z 135.6K followers, [---] engagements
"Notably yesterday was the highest revenue day for @HyperliquidX since 10/10. A total of $6.84m was generated for buy backs and OI was $5.2b Analytics: @DefiLlama"
X Link 2026-02-06T11:16Z 135.6K followers, [----] engagements
"For the first time in days @binance is a net buyer of spot $BTC here. Minimal spot selling atm from all exchanges. NFP delayed from today until Web 2/11 will likely be supportive of a mean reversion in risk temporarily. NQ futures have been green in the overnight session. I am not personally in a rush to buy anything. I think we ultimately see hedging into end of day as no one wants to carry risk into the weekend bc of the possibility of an Iranian conflict escalation. I believe equities & crypto still have more down side this month so Im staying defensive."
X Link 2026-02-06T11:39Z 135.7K followers, 11.6K engagements
"@TheOtherParker_ Feels sus. I dont think this is correct The spot selling originated on Binance not cb where etf volume would account for an unwind"
X Link 2026-02-06T12:22Z 135.6K followers, [----] engagements
"@achilesseth @binance Im uncomfortably long zro and hype. I bought some btc yesterday too"
X Link 2026-02-06T12:23Z 135.5K followers, [---] engagements
"@achilesseth @binance I think they prove stablecoin infrastructure to the nyse in some way"
X Link 2026-02-06T12:29Z 135.5K followers, [---] engagements
"@exitpumpBTC Binance is buying spot now tho. Think higher for reversion"
X Link 2026-02-06T12:34Z 135.5K followers, [----] engagements
"@lookonchain Lubin & Trend are not safu imo"
X Link 2026-02-06T13:03Z 135.6K followers, [----] engagements
"@Crypto_Chase @krakenpro Congrats. Kraken customer service is great"
X Link 2026-02-06T17:10Z 135.6K followers, [----] engagements
"@Delphi_Digital Prob runs the tokenized nyse. Nfa"
X Link 2026-02-08T22:06Z 135.6K followers, [----] engagements
"Genuinely fucking embarassing. Singing watching. So we got millions of people watching the Big Game to sing along with us. Oh and we put it on the world's largest LED screen @SphereVegas. https://t.co/dYqBkEy41g Singing watching. So we got millions of people watching the Big Game to sing along with us. Oh and we put it on the world's largest LED screen @SphereVegas. https://t.co/dYqBkEy41g"
X Link 2026-02-09T02:27Z 135.8K followers, 55.3K engagements
"WTF JUST IN - Discord to globally require a bio-metric face scan or ID verification for full access next month to protect "teen safety." Verge https://t.co/5EYFwz5YCY JUST IN - Discord to globally require a bio-metric face scan or ID verification for full access next month to protect "teen safety." Verge https://t.co/5EYFwz5YCY"
X Link 2026-02-09T16:13Z 135.8K followers, 19.3K engagements
"Damnit I hate being bearish down here.but the fact that $BTC cant rally on the back of the @nikkei and @Nasdaq pumps is not great"
X Link 2026-02-09T16:20Z 135.8K followers, [----] engagements
"God level investigative citizen journalism at work. This is why @x is incredible. The @LayerZero_Core event is tomorrow and should hopefully warrant the pomp and circumstance being afforded if. Heres hoping for cryptos iPhone moment 🙏 Everyone kept assuming the LayerZero NYC reveal announced by @PrimordialAA would be something directly tied to the NYSE building. Wall Street optics the whole center of finance moment. But then I saw a behind-the-scenes build-out photo posted by @ldf_gm from the LayerZero https://t.co/klxGbb7BKP Everyone kept assuming the LayerZero NYC reveal announced by"
X Link 2026-02-10T02:15Z 135.8K followers, 16.6K engagements
"@Wilson19947653 @X @LayerZero_Core ZEO will announce layer zeros CRE equivalent and well get to see how good it is. 🫡"
X Link 2026-02-10T02:36Z 135.8K followers, [---] engagements
"@andyyy @X @LayerZero_Core its not exactly a chain. Think its their version of CRE"
X Link 2026-02-10T02:47Z 135.8K followers, [---] engagements
"@Wilson19947653 @X @LayerZero_Core I think they'll do better than you think sir. Dont let bag bias get in the way of making money. You can like both"
X Link 2026-02-10T02:48Z 135.8K followers, [---] engagements
"@zerolore @zerokevo @PrimordialAA @LayerZero_Core 🫶"
X Link 2026-02-10T02:52Z 135.8K followers, [---] engagements
"jfc what a fucking retard. These are your counterparties. A Super Bowl halftime show insider has been confirmed and he still lost money. Rapper @Preme created a Polymarket account yesterday and bet $185K on both Cardi B and Drake not performing. Preme is a longtime friend of Drake and has deep connections in the music industry. He https://t.co/KJLIjF7WCd A Super Bowl halftime show insider has been confirmed and he still lost money. Rapper @Preme created a Polymarket account yesterday and bet $185K on both Cardi B and Drake not performing. Preme is a longtime friend of Drake and has deep"
X Link 2026-02-10T02:55Z 135.8K followers, 24.3K engagements
"@leadorfollow123 @Wilson19947653 @X @LayerZero_Core por que no los dos"
X Link 2026-02-10T03:07Z 135.8K followers, [---] engagements
"@giangosfit @leadorfollow123 @Wilson19947653 @X @LayerZero_Core certainly possible. we'll see"
X Link 2026-02-10T03:10Z 135.8K followers, [---] engagements
"@cointradernik Por Que no Los dos Think energy continues to cook for the next quarter while us incentives for infra build outs get announced then more speculative tech trades receive tailwinds from the spaceX ipo and looser monetary policy"
X Link 2026-02-10T10:53Z 135.8K followers, [----] engagements
"I paid $400 to adopt the 2nd great love of my lifea rescue poodle named Shadow. He was not potty trained. Hed been caged the first 9m of his life with no training whatsoever so ever. But the day I came for himhe hopped in my car without a leash or incentive. He knew he was going to a better place. Save a life and make a friend forever. Adopt a rescue. https://twitter.com/i/web/status/2021747081103151245 https://twitter.com/i/web/status/2021747081103151245"
X Link 2026-02-12T00:44Z 135.8K followers, [----] engagements
"IMO the best risk/return in the markets today is being long tech/bitcoin/commodities hedged by shorts in $CVNA & $IONQ. NFA"
X Link 2025-10-13T13:16Z 135.8K followers, 24.3K engagements
"Does this surprise anyone $COIN customer service has been terrible for years (except for Cobie) Their ui/ux for trading sucks ass and fees are super high vs trading on a competitor. BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion"
X Link 2026-02-12T21:36Z 135.8K followers, 19.6K engagements
"RT @ThorTrades8: Mom how did we get so poor Your dad and us stayed in the Netherlands after the implementation of the 36% tax on unrea"
X Link 2026-02-13T17:05Z 135.8K followers, [---] engagements
"By its own admission @aixbt_agent gets its data ONLY by scraping @X. It does not look on chain & it does not use outside sources. You can get scraping services for $30 & feed it into ChatGPT to give you a tweet. 🤖TLDR: Claiming $AIXBT will have substantial revenue or subscribers for that matter is EL not FA Matrix for $AIXBT demand after their tiered model launches next week Their token holding model better for short term pumpamentals Subscription model better for long term value accrual https://t.co/JRQQsCOllp Matrix for $AIXBT demand after their tiered model launches next week Their token"
X Link 2025-01-14T20:28Z 135.8K followers, 117.4K engagements
"ALT OI BTC OI for the first time in [--] months since the Jan [----] local top. Time to pay attention. @wclemente @cointradernik"
X Link 2025-09-13T12:11Z 135.8K followers, 289.2K engagements
"The $SOL DAT Forward Industries $FORD holds approximately [----] million $SOL tokens. The avg purchase price was around $232 per token. This represents a [----] % floating loss at $154/SOL. This is a $530.76 million unrealized loss to date. How long do you think it will be before they start selling more $SOL when it shits the bed to $120 This is just straight up one of the most bearish HTF charts I've seen Now usually I'd just be like "ah everyone is seeing this so it won't play out" "Just a ploy to make people bearish before up" But I'm not seeing any panic no one is discussing this WTF is going"
X Link 2025-11-11T23:58Z 135.8K followers, 73.1K engagements
"Great report form @CryptoBased_ @rollbit remains my sole asymmetric bet and my only long term hodl atm. Chart continues to look better the more supply deflates. The new Holders Report for $RLB is live 🎉 Since our last report the $RLB supply has been reduced by 675% all this in just over three months Read below for the in-depth breakdown on the supply for $RLB as well as the team and investor distribution. https://t.co/otUI0fIVgM The new Holders Report for $RLB is live 🎉 Since our last report the $RLB supply has been reduced by 675% all this in just over three months Read below for the"
X Link 2025-12-22T17:18Z 135.8K followers, 13.8K engagements
"2026 portfolio: Energy: $AES Defense: $ONDS Semis/AI: $INTC Robotics: $FANUC Commodities: $URA"
X Link 2026-01-02T21:12Z 135.8K followers, 24.5K engagements
"CT isnt prepared to admit the buy backs work. Note: CCap owns $RLB 🎩Hat tip to @dcfgod for his $PUMP buybacks post (Im long $PUMP as well) 🔥 [------] RLB was just bought & burned ($44931) 🔥 Hourly revenues: Casino: $21548 🎲 Sports: $1538 ⚽ Trading: $158204 📈 Burned Today: [-------] RLB ($109.7K) Burned This Week: [-------] RLB ($634.4K) Burned This Year: [---------] RLB ($33.4M) Lifetime Burn: https://t.co/wdvprukxC6 🔥 [------] RLB was just bought & burned ($44931) 🔥 Hourly revenues: Casino: $21548 🎲 Sports: $1538 ⚽ Trading: $158204 📈 Burned Today: [-------] RLB ($109.7K) Burned This Week:"
X Link 2026-01-14T17:25Z 135.8K followers, 24.9K engagements
"I absolutely believe that one of the most asymmetric lotto bets you can make in the market today are deep OTM puts on $CVNA. IMO the @GothamResearch report is accurate and I've long said @Carvana has hidden their debt Enron-style via their private subsidiaries DriveTime & Bridgecrest. @QTRResearch here are mine https://t.co/gajZ3pW0ng @QTRResearch here are mine https://t.co/gajZ3pW0ng"
X Link 2026-01-29T17:13Z 135.8K followers, 13K engagements
"Here's a crazy fucking thought for you: If a founder spent raised capital wontonly in the past.they dont care about your investment. If a founder claims to support a project while objectively cashing out his OWN token weekly.they dont care about your investment. If a founder tries to raise at a $1b valuation with no moat and no revenue.they are using you for exit liquidity Brought to you by @infinex 🙇♀ @sjdedic Kain literally dumps the token of his gameFi project from his public wallet along with other team members. The project spent investor money lavishly on open bars and high end real"
X Link 2026-01-31T17:51Z 135.8K followers, 16.2K engagements
"I guess we can look for more sales from the $SOL ETF Forward Industries soon. They purchased $1.58b of $SOL at $232 avg price and now price is down 57.4% and going much much lower. 💀 FORWARD INDUSTRIES HAS NOW PURCHASED $1.58B $SOL Forward Industries has purchased $1.58B of $SOL at an average price of $232. Forward Industries is a Solana DAT supported by Galaxy Digital Jump Crypto and Multicoin Capital. https://t.co/uABnOtTZJv FORWARD INDUSTRIES HAS NOW PURCHASED $1.58B $SOL Forward Industries has purchased $1.58B of $SOL at an average price of $232. Forward Industries is a Solana DAT"
X Link 2026-02-01T14:55Z 135.8K followers, 13.4K engagements
"One of the smartest a guys I know @krugman87 thinks we bottom when $BMNR mNAV is .5 (contiguous with prior cycle lows). Thatd make ETH 1300-1500 which lines up tbh.wipes out all the sub 2k leverage built up since FTX. BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the 5th largest documented principal trading loss in history if sold. Unrealized losses are now at 66% of the size of Archegos in [----] the largest loss ever recorded. https://t.co/JLHqMDLL1M BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the"
X Link 2026-02-02T11:46Z 135.8K followers, 22.3K engagements
"Bought a shit ton of $AES calls with a year of theta. Didnt expect to get a @blackrock M&A so fast (Jan [--] to Feb 2) but happy for the win. Will assess tp based on the (eventually) announced merger valuation. FIRMLY believe Energy is an under-appreciated sector with plenty of hefty dividends catalysts and near-NAV book value pricing. 🫡 I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy"
X Link 2026-02-03T04:48Z 135.8K followers, 10.2K engagements
"💀$USDC market cap is in decline 💀Total stablecoin market cap LTF is in decline week over week as well (HTF yes this will go higher but not necessarily via $USDC) 💀A weak dollar with low interest rates will cause a significant decline in revenue Circle is destined for lower. Dan needs EL. So let's get this straight. @circle stock is -80% from its peak [--] months ago. And last year total trading volume of stablecoins was [--] Trillion. Now in Jan alone stables volume was 10T And Usdc was 8T of that.in one month. TAM of stables will be north of 1000T. 🚀 So let's get this straight. @circle stock"
X Link 2026-02-03T15:55Z 135.8K followers, 17.9K engagements
"This is the dumbest shit I've ever heard "This has caused ETH to decline over 20% also dragging BTC down" If you're gonna make shit up at least make it sound believable. Trend Research & Garrett's $ETH deleveraging has had no effect on $BTC weakness nor spot selling. We havent bottomed and we're going lower. $ETH to 1300-1500 just bc of the idiocy of this post. They expect one of us in the wreckage brother. https://twitter.com/i/web/status/2019171210266034430 https://twitter.com/i/web/status/2019171210266034430"
X Link 2026-02-04T22:08Z 135.8K followers, 14.2K engagements
"Friends asked why HYPE BNB are holding up so well. The answer is simple: these tokens thrive in volatility but die in apathy. CEX/DEX generate enormous revenue during liquidations and knife catching when volume is high. Apathy occurs after everyone gets liquidated and walks away from the casino. Fair warning. @HyperliquidX has become a consensus trade bc its gud tech.but consensus trades have a way of humbling you when everyone is sheltering in the same coin. Stay in spot or stay frosty. https://t.co/WO2oFYaUnL Fair warning. @HyperliquidX has become a consensus trade bc its gud tech.but"
X Link 2026-02-05T06:45Z 135.8K followers, 17.7K engagements
"@samkazemian This is like congratulating a pedophile for giving out free candy"
X Link 2026-02-05T12:40Z 135.8K followers, [----] engagements
"Pretty incredible research report on @Carvana from @_kablaa. Some truly damning facts: 🌊Roughly [-----] of $CVNA [-----] loans were originated underwater. 😱Lenders are repossessing car worth less than their debt. When the car sells at auction for whatever the market will bear they eat this cost. LGD on these loans runs 60-80%. 💀36.1% of $CVNA loans are already past the depreciation red line.including borrowers at 110% 120% even 130%+ LTV https://abeliananalysis.com/posts/carvana-short-thesis/ https://abeliananalysis.com/posts/carvana-short-thesis/"
X Link 2026-02-05T13:57Z 135.8K followers, [----] engagements
"Added some more $XPRO here. Chart looks amazing on every time frame. Do you know who is @Chevron's LATAM oil well subcontractor is anon That's right. $XPRO 👉Zero debt 👉Free Cash Flow 👉LATAM Middle East & West Africa presence 👉Book value is $12.82 https://t.co/HKtwVnNX5W Do you know who is @Chevron's LATAM oil well subcontractor is anon That's right. $XPRO 👉Zero debt 👉Free Cash Flow 👉LATAM Middle East & West Africa presence 👉Book value is $12.82 https://t.co/HKtwVnNX5W"
X Link 2026-02-06T18:12Z 135.8K followers, [----] engagements
"The US government is literally TELLING you how important nuclear power is to our current energy infrastructure. Ive been accumulating uranium exposure for [--] years. My body is ready. Nuclear energy is back in a BIG way. Nuclear energy is back in a BIG way"
X Link 2026-02-08T14:45Z 135.8K followers, 37.6K engagements
"Kyle is in most respects everything wrong with crypto VC literally fled his fund for EL Promotes scam coins & terror Close minded Permanently hypocritical @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned"
X Link 2026-02-08T15:54Z 135.8K followers, 28K engagements
"@emiliemc This was terrible. Your marketing team is as bad as your customer service (minus cobie)"
X Link 2026-02-09T04:33Z 135.8K followers, [----] engagements
"Please give my @arkham friend @0xColle a follow. His account got nuked and he's rebuilding. He is a fantastic account for following analytics and on chain sleuthing. You never know what alpha you may glean. 🤝"
X Link 2026-02-09T15:21Z 135.8K followers, [----] engagements
"Kyle Translation: any Solana teams looking for exit liquidity shoot me a note. Forward could be a great landing place for you (like it was for me) Any Solana teams looking for a soft landing shoot me a note. Forward could be a great landing place for you Any Solana teams looking for a soft landing shoot me a note. Forward could be a great landing place for you"
X Link 2026-02-10T00:14Z 135.8K followers, 13.1K engagements
"@RonFilipkowski This is fallacious. Binance custodies $WLFI for liquidity they do not own that amount of the @worldlibertyfi supply"
X Link 2026-02-10T16:23Z 135.8K followers, [----] engagements
"@mattydaytrades_ please dear god for all that is holy let this pile of shit go to zero"
X Link 2026-02-10T19:41Z 135.8K followers, [----] engagements
"@NullRagrets @Uniswap @BlackRock @CantonNetwork @LayerZero_Core Era is zro sir. Ifykyk"
X Link 2026-02-10T20:47Z 135.8K followers, [---] engagements
"@yieldsearcher trump may have cooked the books. Interesting he was quoted today as saying employment was fine https://x.com/HOTELIERCRYPTO_/status/2021392835531182238s=20 *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD -FIRSTSQUAWK- Imagine trusting this and you are still unemployed https://x.com/HOTELIERCRYPTO_/status/2021392835531182238s=20 *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD -FIRSTSQUAWK- Imagine trusting this and you are still unemployed"
X Link 2026-02-11T02:25Z 135.7K followers, [----] engagements
"True Story: My 76yr old mother called me today. She asked if she should buy $BTC. Genuinely cant decide if this was bullish or bearish💀"
X Link 2026-02-11T02:57Z 135.8K followers, 12.5K engagements
"@non_acta40437 condom IS old :)"
X Link 2026-02-11T03:29Z 135.8K followers, [---] engagements
"@derivativemonky @LayerZero_Core Brother did you even READ what I posted"
X Link 2026-02-11T12:17Z 135.8K followers, [---] engagements
"🎯Credit to @AggrNews for the breaking news. If you dont follow him you're missing out on the highest quality news and alpha. @Ian_Unsworth Its almost like the world's largest asset manager invested in $UNI and @Uniswap will put up a website re: tokenization with the tagline "trusted by blackrock" @Ian_Unsworth Its almost like the world's largest asset manager invested in $UNI and @Uniswap will put up a website re: tokenization with the tagline "trusted by blackrock""
X Link 2026-02-11T14:16Z 135.8K followers, 18.8K engagements
"@0xderpyderp @LayerZero_Core And 150m of tokens bought by tether citadel and ark.and all the other tokens your lazy ass dont bother to research. HFSP"
X Link 2026-02-11T14:34Z 135.8K followers, [---] engagements
"The court is going to force Drivetime $CVNA's Enron-style subsidiary to disclose their cooked books. This will legally allow further discovery of the @Carvana fraud going on. This shit is going to unwind & go to zero. $CVNA plaintiffs motion to compel was granted today -- the Drivetime attachments Garcia Sr. unilaterally withheld during discovery are coming in. Judge Boyle granted these attachments the designation of "Attorneys Eyes Only." Pressure likely mounting on @GrantThorntonUS https://t.co/QSAelbFQIr $CVNA plaintiffs motion to compel was granted today -- the Drivetime attachments"
X Link 2026-02-11T16:09Z 135.8K followers, [----] engagements
"@edwardmorra_btc @AggrNews posted it several times on X and in my research discord.but that was the first old post i found so go look if you dont believe me sir. 🤷♀"
X Link 2026-02-11T16:14Z 135.8K followers, [---] engagements
"@monadmagician @Carvana Time to buy puts is past my friend. Iv too high now. Dont get rekt"
X Link 2026-02-11T16:48Z 135.8K followers, [---] engagements
"@c2mtrading Straight from your last vid. Ty boss"
X Link 2026-02-11T16:50Z 135.8K followers, [---] engagements
"@Linksideup @AustinBarack @LayerZero_Core @canton Por Que no Los dos $zro connects canton too sirdream a little bit bigger darlin"
X Link 2026-02-11T18:22Z 135.8K followers, [---] engagements
"@ImperiumPaper The amount Blackrock bought is small. Imo the amount of $ZRO tether citadel and ark bought is a much grander gesture"
X Link 2026-02-11T19:01Z 135.8K followers, [----] engagements
"@J0nnyMang0 @LayerZero_Core I am not. Just good tech. I own a spot bag from 2.20"
X Link 2026-02-11T19:42Z 135.8K followers, [---] engagements
"@gullhesten 3.50"
X Link 2026-02-12T00:32Z 135.7K followers, [---] engagements
"Shadow is the greatest investment Ive ever made ❤🐩"
X Link 2026-02-12T00:53Z 135.8K followers, [----] engagements
"@Crypto_shogun23 Zero interest in xmr. Hype 21-25 Ill be buying spot"
X Link 2026-02-12T00:54Z 135.8K followers, [---] engagements
"@NickWoolos Can buy .25acre gulf front property sub 1m rn. Its dirt cheap in Florida atm"
X Link 2026-02-12T18:02Z 135.8K followers, [---] engagements
"@GlobalMacroZen Look at us banks jpm and gs. Both with major loss of momentum as well. Banking primed to not be a good sector rn"
X Link 2026-02-12T18:39Z 135.8K followers, [---] engagements
"RT @zerolore: When we launched @USDT0_to we worked for [--] days straight to make sure everything was perfect for the world to see. The inp"
X Link 2026-02-13T03:59Z 135.8K followers, [--] engagements
"RT @yieldsearcher: Coincidentally just in time for the long wknd"
X Link 2026-02-13T23:13Z 135.8K followers, [--] engagements
"Im not fucking leaving. Its a shit industry at times but its OUR industry. It is what we make of it. Lets make it great. Many of the smartest people I've met in crypto over the past few years are actively looking for ways to pivot to other industries. Make of that what you will. Many of the smartest people I've met in crypto over the past few years are actively looking for ways to pivot to other industries. Make of that what you will"
X Link 2025-03-04T12:21Z 135.8K followers, 290.7K engagements
"This is bullish AF for mature revenue generating stable coin DeFi apps like $CRV $AAVE & $MKR. If you dont believe me or dont get itI dont have time to explain it to you. SEC Chair Paul Atkins announces that DeFi platforms will be exempt from regulatory restrictions. Hes also stated that The right to have self custody of one's private property is a foundational American value that should not disappear when one logs on to the internet. https://t.co/dN7bSyRea2 SEC Chair Paul Atkins announces that DeFi platforms will be exempt from regulatory restrictions. Hes also stated that The right to have"
X Link 2025-06-10T02:16Z 135.8K followers, 58.5K engagements
"For years Defi was beaten down threatened prosecuted & witch hunted. Protocols were afraid to hire US devs & incorporate in the US for fear of reprisal. Now the SEC issues a statement they are going to ENDORSE blockchain apps and support DeFi. ✊My brothers in Christ we havent even fucking BEGUN to reprice this. Hold onto your butts. This is bullish AF for mature revenue generating stable coin DeFi apps like $CRV $AAVE & $MKR. If you dont believe me or dont get itI dont have time to explain it to you. This is bullish AF for mature revenue generating stable coin DeFi apps like $CRV $AAVE &"
X Link 2025-06-10T12:39Z 135.8K followers, 43.1K engagements
"Im going to share some alpha. Pay attention. 🪖LINK is THE trade of [----]. Plan ahead. GL"
X Link 2025-11-11T01:23Z 135.8K followers, 93.5K engagements
"@Ian_Unsworth Its almost like the world's largest asset manager invested in $UNI and @Uniswap will put up a website re: tokenization with the tagline "trusted by blackrock""
X Link 2025-12-02T16:14Z 135.8K followers, 21K engagements
"I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy dividend for spot. Calls have dirt fucking cheap IV. $aes is the most undervalued oversold power generation company in the market today. Blackrock is in final discussions to acquire $aes but stock value remains modest at best. AES Corp supplies power to Microsoft and other big hyperscalers and yet the market ignores P/E of around $aes is"
X Link 2026-01-02T19:01Z 135.8K followers, 44K engagements
"The @rollbit casino has operated flawlessly & profitably for 5yr. @Razer_Rollbits commitment to regulatory & legal compliance make $rlb a comfy hodl as the token has no sig emissions and onchain buy & burn slowly eat away at supply🤝 Looking forward to new games licenses & updates in [----] https://twitter.com/i/web/status/2008287490096951793 https://twitter.com/i/web/status/2008287490096951793"
X Link 2026-01-05T21:20Z 135.8K followers, 19.8K engagements
"Physical merchandise is integral to the customer experience in an online casino. Love this high-end @rollbit poker set gifted to Kamino. Lovely to see team paying attention to the customer experience. High value details like this are key to user retention and growth. $RLB remains a comfy hodl for me 🫡 There is no second best. What a gift. ❤ @rollbit https://t.co/Gh0VDZE01S There is no second best. What a gift. ❤ @rollbit https://t.co/Gh0VDZE01S"
X Link 2026-01-26T10:35Z 135.8K followers, 11.3K engagements
"For posterity let us pour one out for @infinex's attempt at a $1b valuation and anyone who believed that it was remotely reasonable. @MoonrockCapital : I am calling it now this Infinex is going to be one of the most successful and sustainable TGEs of this cycle. And one that future founders will study and try to replicate." TLDR: This is not [----] anymore and it genuinely warms me that the crypto markets are starting to view new projects thru a lens of moat and revenue vs hopium. @sjdedic Kain literally dumps the token of his gameFi project from his public wallet along with other team members."
X Link 2026-01-31T12:48Z 135.8K followers, 47.3K engagements
"$AES is getting m&aed by @BlackRock at an as yet unknown valuation (guesstimate $18ish). Proof that theres always a bull market somewhere for companies near book value and good fundamentals. 🤝 I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy dividend for spot. https://t.co/weTiCvc7QO I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme"
X Link 2026-02-03T15:48Z 135.8K followers, [----] engagements
"Been a while since Ive needed to look this up.but if you're worried about liquidation cascades.@DefiLlama has you covered: First large $ETH liquidation cluster starts at $1891 https://defillama.com/liquidations/eth https://defillama.com/liquidations/eth"
X Link 2026-02-05T04:17Z 135.8K followers, 22.9K engagements
"The only crypto I own atm are $RLB & $ZRO. I do indeed hope Gandalf comes at dawn on the 5th day. it's always darkest before dawn. 10-Feb-26 it's always darkest before dawn. 10-Feb-26"
X Link 2026-02-05T22:09Z 135.8K followers, 10.1K engagements
"That @HyperliquidX traded 1% of COMEX's combined daily volume in the last [--] days is genuinely incredible Gold and Silver have done over $20B in volume on Hyperliquid over the last [--] days It's also reached 1% of COMEX's combined daily volume in the last [--] days For context this ratio was 0.1% just two weeks ago. Slowly then all at once. Hyperliquid. https://t.co/SLmjsPWike Gold and Silver have done over $20B in volume on Hyperliquid over the last [--] days It's also reached 1% of COMEX's combined daily volume in the last [--] days For context this ratio was 0.1% just two weeks ago. Slowly then all"
X Link 2026-02-06T13:00Z 135.8K followers, 17.6K engagements
"Democratization of preIPO equity access will inevitably result in a major increase in liquidity & accessibility vs traditional RFQ systems now available. Early access to preIPO shares bf tokenization becomes commonplace creates an opportunity for appreciation and ROI before IPO. https://twitter.com/i/web/status/2020294526951182779 https://twitter.com/i/web/status/2020294526951182779"
X Link 2026-02-08T00:32Z 135.8K followers, [----] engagements
".@Uniswap built a tokenization platform w/@BlackRock for liquidity @CantonNetwork built a chain for the private settlement of tokenized equities Did @LayerZero_Core build an orchestration enterpriselayer to unify all of the above Feels like the answer is yes. Tuesday should be interesting. https://twitter.com/i/web/status/2020616125340357061 https://twitter.com/i/web/status/2020616125340357061"
X Link 2026-02-08T21:50Z 135.8K followers, 43.8K engagements
"If you think $HOOD looks attractive at $86youll think it looks even better at $66. Thats where Ill be buying 🫡 Robinhood looking attractive at $86 or 36x PE with decent upside (33% IRR) in the long run. Core assumptions: [--]. Equity trading market grows 12.7% CAGR and Robinhood has 6.5% of marketshare and [---] bps take rate in [----]. [--]. Crypto trading market grows 10% CAGR (quite https://t.co/hDMpclkhXF Robinhood looking attractive at $86 or 36x PE with decent upside (33% IRR) in the long run. Core assumptions: [--]. Equity trading market grows 12.7% CAGR and Robinhood has 6.5% of marketshare and"
X Link 2026-02-10T17:18Z 135.8K followers, 11.3K engagements
"$AES green on a day where everything else is red. Id guess news regarding their @BlackRock M&A is coming soon given the unusual dark pool activity posting at a premium. I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current importance in AI/data center buildout bottlenecks. TLDR: AES is ending a long consolidation has strong fundamentals and a comfy dividend for spot. https://t.co/weTiCvc7QO I just bought a number of calls for $AES a US energy corp. I believe energy will be a recurring theme for [----] due to its current"
X Link 2026-02-10T19:33Z 135.8K followers, [----] engagements
"🫳🎙Something noteworthy: The concept of @LayerZero_Core "Atomicity Zones" is technically identical to @CantonNetwork's "Global Synchronizer" BUT generalized. It allows different entities (e.g. a broker and an exchange) to execute simultaneous transactions in parallel without blocking each other. Furthermore one of the obstacles for the @NYSE potentially using Canton is the "Owner's Dilemma" (not wanting to use someone else's chain). LayerZero isn't launching a classic competing chain (like Solana) but a "meta-layer" or true Layer [--]. The NYSE could use "Zero" to build its own custom"
X Link 2026-02-11T01:18Z 135.8K followers, 18.5K engagements
"My baby knows how comfy it is longing $zro $rlb and energy stocks. 🤝"
X Link 2026-02-12T00:31Z 135.8K followers, [----] engagements
"Preach it brother Theres never been a better time to be a fundamental investor. Theres never been a better time to be a fundamental investor"
X Link 2026-02-12T18:03Z 135.8K followers, [----] engagements
"RT @Nebraskangooner: $COIN Your friendly neighborhood Gooner warned you of breakdown months ago. 🤝"
X Link 2026-02-13T02:51Z 135.8K followers, [--] engagements
"Worth noting what stays red in a sea of green"
X Link 2026-02-13T16:37Z 135.8K followers, [----] engagements
"RT @aakashgupta: Hubermans right that this will be a trillion-dollar drug class. Hes also telling you exactly who will own that trillion"
X Link 2026-02-13T17:55Z 135.8K followers, [--] engagements
"RT @Tom__Capital: I'm sensing a theme 👊"
X Link 2026-02-13T21:40Z 135.8K followers, [--] engagements
"People are salty bc they missed the $ZRO move even tho it was hinted at ahead of time by marketing and citizen researchers. They didnt bother to look at the fundamentals and thus had no conviction to buy/hodl. @LayerZero_Core has been doing public token buy backs of investors for more than a year. Supply is not supply and @ARK_Funds @citadel & others bought TOKENS not equity. Examples: 4% TGE suppy was repurchased at launch Sept [----] Buyback Announcement: The LayerZero Foundation executed a buyback of [--] million ZRO tokens (5% of total supply) from early investors valued at approximately"
X Link 2026-02-11T11:51Z 135.8K followers, 28.2K engagements
"Timber This is going to $200 with haste. Once the records of Drivetime are subpoenaed the $CVNA fraud will unwind and they will get delisted from the S&P + hopefully go bankrupt"
X Link 2026-02-11T16:21Z 135.8K followers, [----] engagements
"Theres always a bull market somewhere. These are the [--] puts protecting my portfolio while my energy stocks print. 🫡"
X Link 2026-02-11T17:09Z 135.8K followers, 13.4K engagements
"$CVNA is committing fraud. That fraud is starting to unwind as DriveTime records get subpoenaed. Dont get caught on the wrong end of this. Its downward momentum is going to keep accelerating to technical support levels of $310 $200 and finally $0. IMO the best risk/return in the markets today is being long tech/bitcoin/commodities hedged by shorts in $CVNA & $IONQ. NFA IMO the best risk/return in the markets today is being long tech/bitcoin/commodities hedged by shorts in $CVNA & $IONQ. NFA"
X Link 2026-02-12T16:22Z 135.8K followers, [----] engagements
"Portfolio hit ATH again today bc of these hedges. Fundamentals matter & this shit was/is overvalued AF Taking profit on @Expedia here so I can short from higher after earnings tomorrow. 🫡 Theres always a bull market somewhere. These are the [--] puts protecting my portfolio while my energy stocks print. 🫡 https://t.co/Iv4F1mTBW3 Theres always a bull market somewhere. These are the [--] puts protecting my portfolio while my energy stocks print. 🫡 https://t.co/Iv4F1mTBW3"
X Link 2026-02-12T16:27Z 135.8K followers, [----] engagements
"Started a large put position in $JPM @Chase targeting $200s. Technically the stock's MACD indicates that the downward velocity is accelerating. Fundamentally JPM signaled projected expenses of $105 billion. significantly higher than the $102$103 billion analysts had modeled. Recent SEC filings also show that C-suite insiders are selling including the CFO + General Counsel have sold 5% to 10% of all holdings in early [----]. Finally real estate credit risk in the sunbelt risk of credit limits due to Trump's 10% card max and reputational concerns due to debanking will all continue to weigh on the"
X Link 2026-02-13T15:21Z 135.8K followers, [----] engagements
"@plastoise @ImperiumPaper @zachxbt Then you shouldnt follow sir. I cant help it if I call out ETH weakness. I make no money off my account or research. I share thots publically and freely. If you dont like them theres nothing wrong with thatjust leave"
X Link 2026-02-14T00:47Z 135.8K followers, [---] engagements
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/creator/twitter::crypto_condom