#  @zazul_eth Z A Z U L 🇺🇦🕊 Z A Z U L 🇺🇦🕊 posts on X about ai, crypto, liquidity, onchain the most. They currently have [----------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1451175910703517702/interactions)  - [--] Week [---] -14% - [--] Month [-----] -68% - [--] Year [-------] +1,711,050% ### Mentions: [--] [#](/creator/twitter::1451175910703517702/posts_active)  - [--] Week [--] +8.30% - [--] Month [--] -51% - [--] Year [---] +15,300% ### Followers: [----------] [#](/creator/twitter::1451175910703517702/followers)  - [--] Week [-----] no change - [--] Month [-----] -0.11% - [--] Months [-----] +1.30% - [--] Year [-----] -0.84% ### CreatorRank: undefined [#](/creator/twitter::1451175910703517702/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [countries](/list/countries) [automotive brands](/list/automotive-brands) [nfts](/list/nfts) [financial services](/list/financial-services) [social networks](/list/social-networks) **Social topic influence** [ai](/topic/ai), [crypto](/topic/crypto), [liquidity](/topic/liquidity), [onchain](/topic/onchain), [solana](/topic/solana), [in the](/topic/in-the), [money](/topic/money), [usdc](/topic/usdc), [coinbase](/topic/coinbase), [sol](/topic/sol) **Top accounts mentioned or mentioned by** [@rihardjarc](/creator/undefined) [@nixeth](/creator/undefined) [@illuminatinft](/creator/undefined) [@secretsociety](/creator/undefined) [@the187](/creator/undefined) [@goblintown](/creator/undefined) [@cryptohayes](/creator/undefined) [@unusualwhales](/creator/undefined) [@jerallaire](/creator/undefined) [@lazylionsnft](/creator/undefined) [@marscatsvoyage](/creator/undefined) [@boonjiproject](/creator/undefined) [@devekranft](/creator/undefined) [@tominverse](/creator/undefined) [@solana](/creator/undefined) [@brianarmstrong](/creator/undefined) [@aixbtagent](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@zacksresearch](/creator/undefined) [@boredapeyc](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Chainlink (LINK)](/topic/$link) [Ethereum (ETH)](/topic/ethereum) [Tesla, Inc. (TSLA)](/topic/tesla) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Ondo (ONDO)](/topic/$ondo) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [BlackRock Inc (BLK)](/topic/blackrock) [Mario Coin (COIN)](/topic/$coin) [Bitcoin (BTC)](/topic/bitcoin) [IlluminatiNFT (illuminatiNFT)](/topic/illuminatinft) [Mastercard, Inc. (MA)](/topic/$ma) [Intel Corporation (INTC)](/topic/$intc) [Micron Technology, Inc. (MU)](/topic/$mu) [MarsCatsVoyage (marscatsvoyage)](/topic/marscatsvoyage) [Monad (MON)](/topic/monad) ### Top Social Posts Top posts by engagements in the last [--] hours "Yesterday I bought a jpeg that anyone can right-click-save for $150k. I got a DM calling me dumb. Maybe I am. But people said I was dumb for buying a bunch of fake digital money called Bitcoin in [----] too. #BAYC #NFT" [X Link](https://x.com/zazul_eth/status/1459490461018734597) 2021-11-13T11:56Z [----] followers, [----] engagements "gm. Which NFT project is undervalued and less than .5ETH Thinking of floor sweeping" [X Link](https://x.com/zazul_eth/status/1460947812401754113) 2021-11-17T12:27Z [----] followers, [---] engagements "So is the $OHM APY for real Can any of you (33) folks tell me about your experience staking it How long have you done it for" [X Link](https://x.com/zazul_eth/status/1461433673757216768) 2021-11-18T20:38Z [----] followers, [--] engagements "Lions apes and cats simply vibe together. If you have a @LazyLionsNFT @BoredApeYC or @MarsCatsVoyage pfp drop a comment or a follow and Ill follow you back. (And follow others who comment one #NFTCommunity)" [X Link](https://x.com/zazul_eth/status/1464631553900912641) 2021-11-27T16:25Z [----] followers, [---] engagements "Official word a collab between @BoonjiProject and @galaxy_eggs is coming What a perfect fit. Two of my NFT worlds colliding 🤩" [X Link](https://x.com/zazul_eth/status/1474190426114560000) 2021-12-24T01:29Z [----] followers, [---] engagements "gm NFT fam. Anyone claim $LOOKS for @LooksRareNFT As far as I understand it I need to list an NFT to claim but I get an infinite spinner whenever I try to hit 'Sell' on one of my NFTs" [X Link](https://x.com/zazul_eth/status/1480945477327667206) 2022-01-11T16:51Z [----] followers, [--] engagements ". @psychedelic_nft has officially entered blue chip territory" [X Link](https://x.com/zazul_eth/status/1494325473920229386) 2022-02-17T14:58Z [----] followers, [---] engagements "I own a jpeg thats worth $385k but drive a car thats worth $15k" [X Link](https://x.com/zazul_eth/status/1517885877028110338) 2022-04-23T15:19Z [----] followers, [----] engagements "NFT NYC [----] was just rebranded to Group Grief Counseling [----]. What do you think of the new mascot" [X Link](https://x.com/zazul_eth/status/1536155694554038273) 2022-06-13T01:17Z [----] followers, [--] engagements "32 followers away from 4k so let's have fun. I'll switch my pfp for a week to whichever NFT project gives me most follows now until 4k. (From an NFT I own: @CryptoMories @FangGangNFT @BadBunniesNFT @angryboars @bubblegumkids_ @MarsCatsVoyage @BoonjiProject @LazyLionsNFT etc)" [X Link](https://x.com/zazul_eth/status/1467927802678759427) 2021-12-06T18:43Z [----] followers, [---] engagements "@nix_eth @IlluminatiNFT @secretsociety @the187 @goblintown How does the raffle for goblin holders work Do we need to apply somewhere or auto-entered" [X Link](https://x.com/zazul_ai/status/1574761778898255873) 2022-09-27T14:04Z [----] followers, [--] engagements "@devekranft @nix_eth @IlluminatiNFT @secretsociety @the187 @goblintown Got it. But we'll need to check somewhere if we won the raffle. wonder if they'll do a website to check or provide a list of [----] wallets or something like that" [X Link](https://x.com/zazul_ai/status/1574802001464070145) 2022-09-27T16:43Z [----] followers, [--] engagements "@devekranft @nix_eth @IlluminatiNFT @secretsociety @the187 @goblintown Sorry Ive been living under a rock wheres the DAO discord 😆" [X Link](https://x.com/zazul_ai/status/1574858422247428104) 2022-09-27T20:28Z [----] followers, [--] engagements "$PYPL trades cheap because others are taking the wins: Apple/Google on the wallet side Stripe/Shopify/Adyen on checkout and new rails pushing fees down. PayPal hasnt matched the innovation pace and Venmo monetization doesnt solve the core decline. This is $PYPL today: - Lowest market cap in years: $58B - Lowest P/E ever: 12x - Lowest P/S ever: 1.7x - A FCF Yield of 9% - Highest ROE ever: 24% No you're not dreaming. A company that is growing revenue at a steady pace (and with all the potential to reaccelerate growth) https://t.co/m3NnkFKjRK This is $PYPL today: - Lowest market cap in years:" [X Link](https://x.com/zazul_ai/status/1990790475645923718) 2025-11-18T14:33Z [----] followers, [---] engagements "@KobeissiLetter AI build-out is hitting an energy wall. The U.S. needs more reliable large-scale always-on electricity. Saudi Arabia wants deeper ties with the U.S. and a role in the next economic wave. Its a Win Win" [X Link](https://x.com/zazul_ai/status/1990796558951198956) 2025-11-18T14:57Z [----] followers, [--] engagements "@investingbyGenZ Structurally this is the right call: PYPL keeps the relationship and economics KKR takes the credit risk. The real question is whether this moves PYPLs competitive position. BNPL helps engagement but they still need stronger checkout execution to rebuild their moat" [X Link](https://x.com/zazul_ai/status/1990812964362875369) 2025-11-18T16:02Z [----] followers, [--] engagements "Winners of stablecoin rails stack up cleanly: Near-term: $V $MA Mid/Long-term: $CRCL $COIN $ETH $LINK - the issuer the distribution the settlement the verification. The old payments stack is getting rebuilt on-chain. 🚨 BREAKING: Visa says dollar-backed stablecoins are ready for real-world takeoff 💵⚡ Creators freelancers and small businesses can now receive payments instantly across borders bypassing banks. Stablecoins are becoming a practical payments rail. https://t.co/rn97Ie5gba 🚨 BREAKING: Visa says dollar-backed stablecoins are ready for real-world takeoff 💵⚡ Creators freelancers and" [X Link](https://x.com/zazul_ai/status/1991881085245116788) 2025-11-21T14:47Z [----] followers, [---] engagements "@a16z Gas is the short-term choke point but the long-term answer is adding firm zero-carbon baseload. Nuclear is the only resource that can scale AI compute without fighting the rest of the economy for fuel. As AI demand keeps compounding reactors become the real bottleneck to watch" [X Link](https://x.com/zazul_ai/status/1992245112911622602) 2025-11-22T14:53Z [----] followers, [---] engagements "@MangoOnSOL @fusewallet @AviciMoney @mauricedotxyz @SimkinStepan @kdipep @0xatiwari @mitchlees @alaikin @dguardian0 Neobanks today are mostly UX. The rails underneath are the real investments: $CRCL $COIN $ETH $LINK $SOL $V $MA (for now until the POS layer flips) Thats the stack everything else depends on. And its far more stablecoin-driven than people realize" [X Link](https://x.com/zazul_ai/status/1992560272171749814) 2025-11-23T11:46Z [----] followers, [---] engagements "@DefiIgnas Funny part is crypto isnt competing with AI its becoming the backend for AI payments. Agents need cheap programmable money. Thats a crypto tailwind not a headwind. Solana plus its data (Pyth) and MEV (Jito) are the winners IMO" [X Link](https://x.com/zazul_ai/status/1992569542560956791) 2025-11-23T12:22Z [----] followers, [--] engagements "@RihardJarc Even if Google opens TPUs to everyone the challenges dont go away. TPUs lock you into Google Cloud require major code rewrites and lack the CUDA ecosystem and portability enterprises need. Great for Google but a tough sell for the broader market" [X Link](https://x.com/zazul_ai/status/1992572131671216380) 2025-11-23T12:33Z [----] followers, [----] engagements "@TomInverse @RihardJarc Backend-agnostic PyTorch doesnt erase CUDA. The fast path still relies on CUDA-tuned kernels cuDNN/NCCL and Triton. Other chips cant match that stack yet so real workloads stay NVIDIA-heavy not commodity" [X Link](https://x.com/zazul_ai/status/1992598730961248425) 2025-11-23T14:18Z [----] followers, [---] engagements "@BleedingHartL1b @TomInverse @RihardJarc NVIDIA still dominates inference too. A lot of it runs on A100s A10s L4s T4s etc. Older GPUs that are perfect for low-cost inference. Training GPUs age into inference GPUs. TPUs/Trainium are strong inside their own clouds NVIDIA remains the default elsewhere" [X Link](https://x.com/zazul_ai/status/1992654074278232087) 2025-11-23T17:58Z [----] followers, [--] engagements "@TrustlessState Crypto doesnt have a single point of failure anymore. If BTC weakens the center of gravity just shifts to the chains actually settling value (ETH) and executing activity (SOL)" [X Link](https://x.com/zazul_ai/status/1992664096433467717) 2025-11-23T18:38Z [----] followers, [--] engagements "I asked ChatGPT Grok and Gemini to pick which company is most likely to become the first $100 Trillion dollar company as a thought experiment to model out. - ChatGPT picked Microsoft. - Grok picked Tesla. - Gemini picked The Musk Ecosystem (Tesla / xAI / SpaceX). Tesla will be the first $100 Trillion dollar company. (Sharing this for documentation purposes). Tesla will be the first $100 Trillion dollar company. (Sharing this for documentation purposes)" [X Link](https://x.com/zazul_ai/status/1992699017126728015) 2025-11-23T20:57Z [----] followers, [---] engagements "ChatGPT: Microsoft is the only company spanning the full AI stack models distribution and global compute. If AGI becomes the new labor force the winner is whoever controls the OS for intelligence. Today thats Microsoft" [X Link](https://x.com/zazul_ai/status/1992700332909142486) 2025-11-23T21:02Z [----] followers, [--] engagements "Grok: Only one hitting robotaxi ($10T) Optimus (human labor) AI supercompute and energy at oncewith real scale and real moats. Physical AI wins the century. Teslas years ahead. End of story. 🚀" [X Link](https://x.com/zazul_ai/status/1992700335715189108) 2025-11-23T21:02Z [----] followers, [--] engagements "Gemini: Tesla's AGI (FSD/Optimus) targets the $100T goal by aiming to automate the entire global labor market with mass-produced humanoid robots. Only replacing human work on a civilization scale provides that valuation ceiling. 🚀💰" [X Link](https://x.com/zazul_ai/status/1992700337980092446) 2025-11-23T21:02Z [----] followers, [--] engagements "@ShiLLin_ViLLian Monad is not a Solana competitor. Its an Ethereum L2 killer trying to adopt Solanas architecture" [X Link](https://x.com/zazul_ai/status/1992738951799697810) 2025-11-23T23:36Z [----] followers, [---] engagements "@pmddomingos New startups will certainly win TBD AI consumer products but the AI infrastructure race is locked. Compute power chips and distribution already belong to the giants. The upside for newcomers is in the applications not the backbone (where most of the money sits)" [X Link](https://x.com/zazul_ai/status/1992741162587955499) 2025-11-23T23:44Z [----] followers, [---] engagements "@0xNairolf Coinbase is closest to a compliant crypto bank. Circle closest to a crypto central bank. Solana neobanks closest to consumer-ready crypto front-ends (e.g. Fuse Avici Solflare)" [X Link](https://x.com/zazul_ai/status/1992944909494747471) 2025-11-24T13:14Z [----] followers, [--] engagements "@RihardJarc Great deep dive. TPUs are a real moat for Google internally: vertical stack lower power big capex savings. But thats where the advantage stays. TPUs dont generalize across clouds/frameworks/enterprise stacks so they dont threaten NVIDIAs broader ecosystem. Different markets" [X Link](https://x.com/zazul_ai/status/1992974617565106432) 2025-11-24T15:12Z [----] followers, [---] engagements "@circle @monad @AccountableData Wild to see Circle give a brand-new L1 this much day-1 support. That signals real support. Good for Monad + USDC adoption. Bad for slower L2s (ARB/OP) that now have to fight for the same EVM liquidity. And L1s with weak stablecoin gravity" [X Link](https://x.com/zazul_ai/status/1992979438687199328) 2025-11-24T15:31Z [----] followers, [---] engagements "@digi_ton @wallstengine I agree some CEOs are overestimating their companys impact/role because they want to be part of the action. But I think you are wildly underestimating the impact of agentic AI by saying most non chatbot use cases dont need LLMs" [X Link](https://x.com/zazul_ai/status/1993031856380690646) 2025-11-24T18:59Z [----] followers, [--] engagements "@shafu0x Non-USD stables matter for real use: local FX hedging payroll compliance RWA settlement AI-agent payments in local currency and global FX routing. USD wins now but multi-currency demand comes naturally with scale and global use cases" [X Link](https://x.com/zazul_ai/status/1993731910229520665) 2025-11-26T17:21Z [----] followers, [---] engagements "@danielfsy Common misconception Fintech coins dont compete with USDC. They sit on top of it. USDC is the global dollar; fintech coins are UX skins around the same rails" [X Link](https://x.com/zazul_ai/status/1994202273606414441) 2025-11-28T00:30Z [----] followers, [--] engagements "@CryptoCurb ETH [----] and SOL [----] both target massive similar order-of-magnitude TAMs. The difference is a larger slice of Solanas TAM is already visible measurable and institutionally wired in (ETFs CEX integrations USDC volume agent experiments). Price hike will be even faster" [X Link](https://x.com/zazul_ai/status/1994212363260612756) 2025-11-28T01:10Z [----] followers, [--] engagements "@martypartymusic @solana Worth separating hype from reality: Solana is actually winning real retail + high-frequency apps today. ETH is the settlement + RWA backbone the institutions are adopting. SUI is still mostly an enterprise pitch deck with early experiments" [X Link](https://x.com/zazul_ai/status/1994238283258175501) 2025-11-28T02:53Z [----] followers, [--] engagements "@ryanberckmans ETH + L2s will dominate settlement RWAs and institutional rails. But L2s still inherit async finality fragmented liquidity and 200800ms latency. Great for finance terrible for 10k action/day AI agents or real-time consumer UX. Solana wins the high-frequency execution lane" [X Link](https://x.com/zazul_ai/status/1994353691239838007) 2025-11-28T10:32Z [----] followers, [--] engagements "@thattallguy Web2 had two foundational layers: iOS/Android the consumer OS rails AWS/GCP/Azure the backend compute rails Crypto is the same pattern: Solana + ETH L2s are the consumer execution rails (OS layer) ETH is the global settlement and trust layer (cloud layer)" [X Link](https://x.com/zazul_ai/status/1994358757472571434) 2025-11-28T10:52Z [----] followers, [--] engagements "@QwQiao Most L1s have no moat agreed. But ETH and SOL arent most L1s. ETH has the settlement + liquidity + regulatory moat. SOL has the execution + UX + unified blockspace moat. You can fork tech but you cant fork liquidity neutrality or millions of users. Market tipping points" [X Link](https://x.com/zazul_ai/status/1994361648060997949) 2025-11-28T11:04Z [----] followers, [---] engagements "@KyleSamani People keep confusing supply with depth. ETH has more wrapped BTC supply sure but most of it sits idle or fragmented across L2s. Solana has the deepest active BTC liquidity because traders actually get best execution there. Settlement happens on ETH. Execution is moving to SOL" [X Link](https://x.com/zazul_ai/status/1994362794611765385) 2025-11-28T11:08Z [----] followers, [--] engagements "@aakashg0 Prometheus is interesting but the AWS comparison is pure hype. They dont have the data fleets or infrastructure that made AWS possible. Real frontier labs are still OpenAI/Anthropic/Google/Meta/Tesla. Bezos has money and talent but no moat yet" [X Link](https://x.com/zazul_ai/status/1994365254441046330) 2025-11-28T11:18Z [----] followers, [--] engagements "@thexcapitalist Robotaxis wont support many winners capex tech and regulation force. The question is whether those fleets stay open. They plug into Uber/Lyft for early demand. But the giants will want to go vertical and bypass them (Google Tesla Amazon)" [X Link](https://x.com/zazul_ai/status/1994369048868708741) 2025-11-28T11:33Z [----] followers, [---] engagements "@jchervinsky It wasnt just that stablecoins put a dollar on a blockchain. They finally gave crypto a stable unit of account. No volatility no FX risk no new monetary mindset. Once clear regulation audits real issuers and predictable governance emerged TradFi could follow" [X Link](https://x.com/zazul_ai/status/1994483451899048180) 2025-11-28T19:08Z [----] followers, [---] engagements "@naval Most computation and action wont need UI. But the little bit that remains for human usage will be well served by the trendsetters before them" [X Link](https://x.com/zazul_ai/status/1994932832704377227) 2025-11-30T00:53Z [----] followers, [---] engagements "@a16zcrypto Of these the real unlocks are decentralized compute (if incentives work) verifiable identity to separate humans / agents and on-chain data/IP rails so creators get paid. Everything else is optional. One to add: AI agents need cheap fast programmable payments. The big one" [X Link](https://x.com/zazul_ai/status/1994938471908348356) 2025-11-30T01:16Z [----] followers, [---] engagements "@CryptoHayes You have the direction right but the risk wrong. Tethers equity isnt the thing that backs USDT the T-bills do. BTC+gold are bought with excess profits not core reserves. A drawdown hurts their cushion not the peg. The real risk isnt insolvency its opacity" [X Link](https://x.com/zazul_ai/status/1994958434685636879) 2025-11-30T02:35Z [----] followers, [----] engagements "@Ggwashington1 @CryptoHayes You realize Tethers not holding 10-year Treasuries theyre holding short term (months usually 90days) bills right So bond price risk is basically zero. They do that so price sensitivity to rate moves remains tiny + liquidity" [X Link](https://x.com/zazul_ai/status/1995097074665161010) 2025-11-30T11:46Z [----] followers, [--] engagements "@s_chmel @CryptoHayes 140B in cash or cash equivalent vs 9B in BTC. In what world scenario would they be forced to dip into BTC as a reserve" [X Link](https://x.com/zazul_ai/status/1995218911185473735) 2025-11-30T19:50Z [----] followers, [--] engagements "BlackRock Fidelity Schwab Merrill UBS now Vanguard. The last holdout just folded. Once $11T Vanguard opens the gate even a 0.3% allocation is larger than the entire first wave of ETF inflows. This is structural slow unstoppable capital finally being allowed in. JUST IN: $11 trillion Vanguard to allow clients to access cryptocurrency ETFs and funds starting tomorrow - Bloomberg. https://t.co/Rdke8OAZjJ JUST IN: $11 trillion Vanguard to allow clients to access cryptocurrency ETFs and funds starting tomorrow - Bloomberg. https://t.co/Rdke8OAZjJ" [X Link](https://x.com/zazul_ai/status/1995693590547497416) 2025-12-02T03:16Z [----] followers, [---] engagements "Vanguard clients = the most conservative retirement-heavy long-duration capital in America. They werent allowed near crypto ETFs until now. This is structural inflow not speculative inflow" [X Link](https://x.com/zazul_ai/status/1995693593307316626) 2025-12-02T03:16Z [----] followers, [--] engagements "Global finance is being rebuilt by two forces: AI (the intelligence and risk layer) and Crypto (the programmable instant money layer). The biggest winners aren't just niche FinTechs theyre the Platform Orchestrators who control the junction of AI and the new crypto rails" [X Link](https://x.com/zazul_ai/status/1996215329190547798) 2025-12-03T13:49Z [----] followers, [---] engagements "WINNER: Circle. Regulated stablecoins are the new utility rail. Circle sealed a partnership with FIS integrating USDC directly into legacy finance plumbing. This makes USDC a compliant scalable replacement for traditional cross-border FX and correspondent banking" [X Link](https://x.com/zazul_ai/status/1996215332940239176) 2025-12-03T13:49Z [----] followers, [--] engagements "WINNER: Coinbase. The future of capital markets is Tokenization. Coinbase is building the compliant institutional bridge working with firms (Apollo) on Tokenized Credit Holdings. This creates compliant instantly transferable versions of high-value assets to transform liquidity" [X Link](https://x.com/zazul_ai/status/1996215334525710516) 2025-12-03T13:49Z [----] followers, [--] engagements "@Romynft Yup. Owning one side isnt enough the edge players become commodities or are too niche. The real leverage comes from coordinating intelligence (AI agents)+ financial settlement in one stack" [X Link](https://x.com/zazul_ai/status/1996240249924493600) 2025-12-03T15:28Z [----] followers, [--] engagements "@solana Banks touch way more than securities. Payments settlement messages stablecoin rails tx batching internal ledgers arent constrained by the same regulatory overhead as tokenized stocks. For those jobs sub-second finality and low cost matter more. Where SOL wins over ETH" [X Link](https://x.com/zazul_ai/status/1996360088303657095) 2025-12-03T23:25Z [----] followers, [---] engagements "Betting on the next decade $ETH + $SOL Ethereum becomes the global financial settlement layer Solana becomes the global execution layer. Two L1s two lanes and theyre tapping a multi-trillion-dollar TAM thats still early" [X Link](https://x.com/zazul_ai/status/1996361976260526565) 2025-12-03T23:32Z [----] followers, [---] engagements "@TheCryptoLark Still a fantastic price point to buy in given the fall off the ATHs for the key assets. Dollar Cost Average and dont panic sell (and certainly dont be forced to sell with leverage) and youll be good long term" [X Link](https://x.com/zazul_ai/status/1996362596954599901) 2025-12-03T23:35Z [----] followers, [----] engagements "@DefiDrew Everyone talks about tokenization but the entire institutional stack breaks without trusted data + messaging. ETH = settlement LINK = verification + connectivity Its the part of the crypto stack TradFi cant replace. Bullish on $LINK" [X Link](https://x.com/zazul_ai/status/1996594806147989735) 2025-12-04T14:57Z [----] followers, [---] engagements "This touches on something many arent discussing: On the one hand AI is making new usecases (startups) easier than ever to build. But reality is their moat & competitive advantage is also smaller by comparison. Biggest winners are smart incumbents with strong moats already. Software is eating labor & moats still matter: AI can do cheaply what has never been worth a person's time. Whole verticals have opened up and unlike in previous product cycles AI can actually complete work end-to-end. a16z GPs David Haber Alex Rampell and Erik Torenberg https://t.co/NgI4vJjv0J Software is eating labor &" [X Link](https://x.com/zazul_ai/status/1996597675215421848) 2025-12-04T15:09Z [----] followers, [---] engagements "App-layer incumbents win by owning workflows. AI makes features easy but workflows sticky. Thats why the big app incumbents (Microsoft Palantir Adobe Salesforce) look strong they already own the daily habits and deep enterprise integrations AI plugs into" [X Link](https://x.com/zazul_ai/status/1996600589757669548) 2025-12-04T15:20Z [----] followers, [--] engagements "Infra incumbents win by owning bottlenecks. The real compounding happens in infra: Nvidia AWS Azure GCP and for finance the stablecoin rails (Coinbase Circle Ethereum Solana). AI demand pushes more volume into the pipes they already control" [X Link](https://x.com/zazul_ai/status/1996600592324604376) 2025-12-04T15:20Z [----] followers, [--] engagements "@unusual_whales Hes being sensationalist and unrealistic. [----] was built on companies with no earnings and no cash flow. Todays leaders print money. A real recession or AI-capex bust can absolutely hit but worse than [----] needs a chain of failures we just dont see in the data right now" [X Link](https://x.com/zazul_ai/status/1996606392107405666) 2025-12-04T15:43Z [----] followers, [----] engagements "@LexLiberty76 @unusual_whales Valuations arent cheap but theyre a different universe from [----]. MSFT AAPL AMZN GOOG META all trade 2032x earnings but w/ hundreds of billions in annual cash flow. NVDA prints more profit in a quarter than most dot-coms made in their entire existence" [X Link](https://x.com/zazul_ai/status/1996631476490981750) 2025-12-04T17:23Z [----] followers, [---] engagements "@vladtenev If Robinhood ends up powering Trump Accounts its a huge win. Out of fintechs RH is best positioned for this use case. RH would get millions of new users and Americans get a modern intuitive on-ramp to saving and investing. Hope it happens" [X Link](https://x.com/zazul_ai/status/1996643812094234657) 2025-12-04T18:12Z [----] followers, [---] engagements "@ConceptAfrica @unusual_whales Interconnection isnt new. [----] was peak interconnection. The difference today is record corporate cash better-capitalized banks trillions in money-market liquidity and Fed backstops that didnt exist back then" [X Link](https://x.com/zazul_ai/status/1996647386777809065) 2025-12-04T18:26Z [----] followers, [---] engagements "@brian_armstrong @peterschroederr Tokenization is crystallizing the real winners: ETH for settlement Coinbase/Base for distribution Ondo for tokenized assets Chainlink for verification Circle/USDC as the money layer Solana for high-speed execution. That stack is what institutions are actually wiring into" [X Link](https://x.com/zazul_ai/status/1996739430992822435) 2025-12-05T00:32Z [----] followers, [----] engagements "🚨 Tokenization is a $16T Financial Reset Wall Street is moving assets (bonds real estate) onto blockchain rails. This isn't crypto it's TradFi [---]. Don't miss the biggest money migration in history. I mapped the stack. Here are the [--] Foundational Winners. 🧵👇" [X Link](https://x.com/zazul_ai/status/1996961095559373217) 2025-12-05T15:13Z [----] followers, [---] engagements "Traditional finance cannot compete with blockchain economics. This is about survival not choice: 24/7 Liquidity: Markets never close. No more waiting days for settlement. ✂ Cost Collapse: Smart contracts replace lawyers brokers and manual checks. 🔑 Fractional Access: Unlocks high-value assets (like bonds) for global retail. RWAs are simply a better financial product" [X Link](https://x.com/zazul_ai/status/1996961098436694102) 2025-12-05T15:13Z [----] followers, [--] engagements "The 6th winner is the Protocol Leader the software attracting the capital: $ONDO (Ondo Finance) Role: The RWA Specialist. They build the compliant bond/Treasury products that attract institutional capital first. Clear product winner" [X Link](https://x.com/zazul_ai/status/1996961106678399382) 2025-12-05T15:13Z [----] followers, [--] engagements "@Ray_scale @chainlink Exactly. $LINK isnt a bet on which chain wins. Its a bet that everything goes on-chain. More chains more feeds more settlement more value secured by Chainlink. Its the liquidity + verification layer the whole tokenized economy needs" [X Link](https://x.com/zazul_ai/status/1996962111327519150) 2025-12-05T15:17Z [----] followers, [---] engagements "@brian_armstrong The train has left the station 🚨 Tokenization is a $16T Financial Reset Wall Street is moving assets (bonds real estate) onto blockchain rails. This isn't crypto it's TradFi [---]. Don't miss the biggest money migration in history. I mapped the stack. Here are the [--] Foundational Winners. 🧵👇 🚨 Tokenization is a $16T Financial Reset Wall Street is moving assets (bonds real estate) onto blockchain rails. This isn't crypto it's TradFi [---]. Don't miss the biggest money migration in history. I mapped the stack. Here are the [--] Foundational Winners. 🧵👇" [X Link](https://x.com/zazul_ai/status/1996991047105233070) 2025-12-05T17:12Z [----] followers, [--] engagements "$ONDO Its already the RWA leader by actual usage: $2.2B+ in tokenized treasuries (up from $200M in early 2024). One of the fastest-growing segments onchain driven by real institutional flows. BlackRocks BUIDL fund integrated with Ondos rails for onchain access + distribution. Used by Coinbase Circle and major market makers as the default onchain T-bill wrapper. Others have narratives. ONDO has institutions flow and yield. Its the leader that scales into a money printer" [X Link](https://x.com/zazul_ai/status/1997022781700296829) 2025-12-05T19:18Z [----] followers, [---] engagements "Institutions arent stopping at BTC + ETH. Theyre starting there. Look at where the real flows are: Tokenized treasuries are the fastest-growing asset onchain and they dont settle on BTC or ETH L1. BlackRock Franklin JPM Hamilton Lane are already using L2s Solana and Chainlink infra. Stablecoins ($180B) run overwhelmingly on Solana + Ethereum L2s not L1 ETH. Cross-chain settlement + data (the plumbing institutions need) is being built by Chainlink Base/Coinbase Circle. The market isnt consolidating to two assets. Its consolidating to a small set of networks that provide real utility: BTC macro" [X Link](https://x.com/zazul_ai/status/1997101434865697224) 2025-12-06T00:31Z [----] followers, [----] engagements "Everyone keeps comparing Solana to L2s on price. But price is the surface-level story. AI agents care about something deeper: a single global state they can trust every millisecond. L2s are many separate chains stitched together. Solana is one high-throughput deterministic system. For humans that nuance doesnt matter. For autonomous agents making 10000+ calls a day its everything. x402 payment volume switched from 95% on base to 90% on solana in [--] days. machines don't care about your coinbase partnership when solana costs 100x less per transaction. ai agents making [-----] api calls daily pay" [X Link](https://x.com/zazul_ai/status/1997118460774498694) 2025-12-06T01:38Z [----] followers, [---] engagements "The Reserve is the mechanism that turns institutional adoption into $LINK buying pressure. At scale it will: - Create constant buy flows regardless of retail. - Remove LINK from circulating supply. - Provide organic non-speculative demand tied to global finance. - Convert tokenization growth directly into LINK demand. Were only at the beginning" [X Link](https://x.com/zazul_ai/status/1997123184915620002) 2025-12-06T01:57Z [----] followers, [--] engagements "The USDT disappears overnight scenario is an apocalypse meme and not a real risk model. Tether is 85%+ in T-bills publishes monthly attestations survived every stress test since [----] and redemptions grow during volatility. And even if USDT vanished liquidity doesnt disappear. It migrates to USDC EUROC PYUSD or on-chain dollars like BUIDL. Stablecoin rotation asset collapse" [X Link](https://x.com/zazul_ai/status/1997134469736656950) 2025-12-06T02:42Z [----] followers, [--] engagements "With 80%+ reserves in short-term U.S. Treasuries Tether is covered for any real-world stress scenario. Theres just no path where it goes to zero. If there is some market concern liquidity rotates to compliant issuers (USDC/PYUSD) easily. The more important point: new money continues flowing in as the TAM expands with institutions tokenized funds and stablecoin regs in the U.S./EU. So the story isnt about a hypothetical Tether collapse its a shift in market share toward regulated stablecoins as the pie gets immensely bigger (and more legitimate)" [X Link](https://x.com/zazul_ai/status/1997281366082269286) 2025-12-06T12:26Z [----] followers, [--] engagements "Youre right buyers dont swap a layer but they can/do swap the entire vendor stack the next cycle if pricing or performance is better. Thats the point: nothing creates real stickiness. And in this market youve got DroneShield Dedrone Anduril Fortem D-Fend etc. all offering turnkey integrated chains. ONDS isnt the only end-to-end option. If integration created a defensible moat due to switching costs youd see sticky recurring revenue multi-year exclusivity and margin lift. We dont" [X Link](https://x.com/zazul_ai/status/1997405916388380928) 2025-12-06T20:40Z [----] followers, [---] engagements "1. ONDS is NOT the only end-to-end C-UAS vendor. Not even close. Multiple competitors already offer full detection ID mitigation stacks (same ones I mentioned earlier). [--]. High switching costs in C-UAS is overstated and you misunderstand procurement reality. The economic switching cost is low because: procurement budgets already include full-system integration training is part of every new vendor contract certification/validation is required for any new deployment. [--]. Theres no sticky recurring revenue because its early is a dodge. If a moat existed already early customers would show" [X Link](https://x.com/zazul_ai/status/1997418826317619493) 2025-12-06T21:32Z [----] followers, [--] engagements "None of the names you mentioned like Dpro Anduril etc can offer end to end CUAS mitigation and that is just a fact. is objectively false. Anduril already deploys a full integrated stack (Lattice C2 radar/EO sensors EW defeat and kinetic interceptors). DroneShields DroneSentry platform combines multi-sensor detection AI identification and both jamming and handheld defeat systems. Dedrone/Axon offers detection tracking ID and its own mitigation options through DedroneDefender. Fortem and D-Fend are others as well. These are all turnkey end-to-end systems in the same category ONDS operates in so" [X Link](https://x.com/zazul_ai/status/1997423878914670651) 2025-12-06T21:52Z [----] followers, [---] engagements "For Base the upside is different but just as meaningful. Base apps now have access to Solanas speed: high-frequency execution micro-payments low-latency workloads and agent-to-agent automation. Instead of building every performance feature on-chain themselves they can tap into Solanas engine directly. Thats a massive expansion of capability" [X Link](https://x.com/zazul_ai/status/1997673773550403882) 2025-12-07T14:25Z [----] followers, [--] engagements "And then theres Chainlink: the quiet center of gravity. This bridge runs on CCIP the same interoperability layer being adopted by banks market infrastructure providers and RWA platforms. When the two fastest-growing ecosystems choose the same router its a strong signal of where the standard is forming. Chainlinks role just became even harder to displace a true moat" [X Link](https://x.com/zazul_ai/status/1997673775932780828) 2025-12-07T14:25Z [----] followers, [--] engagements "Hey @aixbt_agent would you say $ETH $SOL $LINK $ONDO are some of the best tokens to be bullish on for being absolutely critical new rails of global financial system moving on chain Any tokens beyond these as well set up" [X Link](https://x.com/zazul_ai/status/1997833939671785886) 2025-12-08T01:01Z [----] followers, [----] engagements "AIs biggest investment opportunities wont come from the tech we see. It will come from the infrastructure we dont" [X Link](https://x.com/anyuser/status/1998029373610553727) 2025-12-08T13:58Z [----] followers, [----] engagements "@RihardJarc So in summary: NVIDIA will continue dominating frontier training. AMD can win pieces of inference. ASICs (like Google TPUs) win narrow vertical workloads. Broadcom wins engineering scale. Ethernet wont dethrone NVLink (NVDA) until its SerDes catches up" [X Link](https://x.com/zazul_ai/status/1998044199892263337) 2025-12-08T14:57Z [----] followers, [----] engagements "@StockSavvyShay CoreWeave is sustainable only as long as the AI capex boom stays white-hot. If it slows or compresses even a little their model looks fragile. The real risk is debt +rising power costs +hyperscaler absorption of demand. And they dont have structured power costs like an IREN" [X Link](https://x.com/zazul_ai/status/1998045285097037926) 2025-12-08T15:01Z [----] followers, [---] engagements "@aixbt_agent @gatsumaruu @aixbt_agent TAO is mis-ranked as safe here IMO actually high risk. Its an AI infra token without regulatory clarity facing: hyperscaler competition uncertain real demand halving sustainable economics and compute token models tend to break under usage. Thoughts" [X Link](https://x.com/zazul_ai/status/1998046289418998177) 2025-12-08T15:05Z [----] followers, [---] engagements "$AAVE is one of the few tokens where the upside doesnt depend on a fantasy scenario. The base case is already strong: $3540B TVL $90100M in monthly fees $150M/yr protocol revenue v4 + cross-chain liquidity hub coming Even if Aave only stays the #1 crypto lending protocol that supports a [----] outcome over time. But if tokenized assets actually move into open neutral credit markets Aave Horizon + v4 could let it become the credit engine for on-chain RWAs. Thats a [----] bull case based on growth in tokenized Treasuries and institutional collateral. Or a mid-case of 3-6x if banks and TradFi start" [X Link](https://x.com/zazul_ai/status/1998094800604611054) 2025-12-08T18:18Z [----] followers, [----] engagements "@CoinMarketCap Exactly the clearance $ONDO needed. Regulatory overhang gone RWA expansion back on full speed. And this is a multi-trillion-dollar market opening up with BlackRock Coinbase and major banks already plugged into the pipeline. Now those partnerships can actually scale" [X Link](https://x.com/zazul_ai/status/1998156811501752715) 2025-12-08T22:24Z [----] followers, [---] engagements "Wild that the CFTC greenlights a digital-assets pilot and the SEC quietly closes its ONDO investigation on the same day. You can feel the shift. Regulators arent fighting crypto rails anymore theyre starting to formalize them. BTC ETH USDC treated as acceptable collateral. Tokenized Treasuries ruled compliant. Broker-dealers encouraged to build onchain. This is how U.S. capital markets modernize. The winners are the ones already building real financial plumbing: ONDO Circle/USDC ETH and any broker or exchange ready to plug into tokenized rails. The future of market structure is moving onchain" [X Link](https://x.com/zazul_ai/status/1998163569397960980) 2025-12-08T22:51Z [----] followers, [---] engagements "RWAs are the great unbundling of finance the same shift online booking forced on travel agents but at a completely different scale. Travel agents sat on a $150 billion industry. RWAs sit on top of more than $500 trillion in global financial assets. https://t.co/TTOMPgJRyf https://t.co/TTOMPgJRyf" [X Link](https://x.com/zazul_ai/status/1998208939369046452) 2025-12-09T01:51Z [----] followers, [---] engagements "@wintonARK Most plastic recycling does fail but saying its worse in every way lacks nuance. PET/HDPE recycling cuts emissions massively vs virgin production. The real problem is the broken system built around over-producing plastics and pretending the blue/green bin will fix it" [X Link](https://x.com/zazul_ai/status/1998234457397203436) 2025-12-09T03:33Z [----] followers, 362.7K engagements "Coinbases Crypto-as-a-Service gives banks a turnkey stack: custody trading compliance reporting on/off-ramps PNC is a top-10 bank with $500B+ in assets. Once a bank of that size integrates a vendor the rest of the sector follows the template" [X Link](https://x.com/zazul_ai/status/1998398965809594549) 2025-12-09T14:26Z [----] followers, [--] engagements "This is the second adoption curve nobody is pricing in yet. ETFs pulled institutions into crypto. CaaS brings crypto into banks. That unlocks wealth management private banking corporate treasury and retirement flows much of it set to be powered by Coinbase under the hood" [X Link](https://x.com/zazul_ai/status/1998398967537693080) 2025-12-09T14:26Z [----] followers, [--] engagements "And the flywheel is obvious: More banks more custody more USDC flows more settlement on Base. Coinbase Base and USDC become the rails banks rely on as onchain finance scales. We already knew that but this is a massive confirmation and accelerant" [X Link](https://x.com/zazul_ai/status/1998398969303478647) 2025-12-09T14:26Z [----] followers, [--] engagements "From an investor lens: The winners are the infra providers that get embedded early. $COIN grows high-margin recurring revenue and Base becomes the default enterprise L2. $CRCL expands as USDC becomes the settlement layer banks trust. This is crypto going mainstream through distribution not speculation" [X Link](https://x.com/zazul_ai/status/1998398971211862129) 2025-12-09T14:26Z [----] followers, [---] engagements "Totally fair concerns. The key is that AAVEs utility is shifting from passive governance to active economic rights. Safety Module: the yield is small today because it reflects current risk not future design. v4 restructures how risk is priced which raises SM demand and yield. Buybacks: early buybacks dont move price because revenue is still scaling. The point isnt short-term impact its that AAVE now has a direct claim on protocol cashflow which it never had before. Whats next GHO. When GHO liquidity grows AAVE holders gain minting rights fees and treasury flow. Thats real recurring utility" [X Link](https://x.com/zazul_ai/status/1998411999508672559) 2025-12-09T15:18Z [----] followers, [--] engagements "Smart contract risk is always there but Aaves base case is still battle-tested bluechip with conservative risk params. The real tail risk isnt complete doom its specific things: bad upgrades oracle issues or long-tail collateral blowing up. Thats why I size it like a DeFi bluechip with some tech risk" [X Link](https://x.com/zazul_ai/status/1998417791607558507) 2025-12-09T15:41Z [----] followers, [--] engagements "Virgin plastic is cheaper because extraction is subsidized (gas/oil) and externalities arent priced not because recycling uses more energy. LCAs consistently show recycled PET/HDPE cut emissions versus virgin. The real issue is structural: we designed plastics and policies that make recycling uneconomic then call the concept itself a failure. If we wanted plastic recycling to work wed stop pretending everything is recyclable legally standardize a few high-value formats (PET/HDPE/metals) use binary yes/no labels tied to real MRF capability so people actually easily knew what to recycle and" [X Link](https://x.com/zazul_ai/status/1998423449123840398) 2025-12-09T16:04Z [----] followers, 28K engagements "The direction is right but the adoption curve wont look the way people imagine. Most consumers arent suddenly moving to self-custody or hunting for onchain yield. They dont switch banks today just because someone offers a slightly better savings rate and theyre not going to overhaul their financial habits for DeFi. What actually changes is the plumbing underneath them. Banks fintech apps and brokerages are already integrating stablecoins tokenized treasuries and onchain settlement behind the scenes. Most users likely stay in the same interfaces they already trust while the infrastructure" [X Link](https://x.com/zazul_ai/status/1998437531394928694) 2025-12-09T17:00Z [----] followers, [--] engagements "Fantastic and insightful as always. If I were to summarize: [----] is the year the stack rewires: AI becomes the logic layer of enterprise software crypto becomes the settlement layer of global commerce inference decentralizes across cloud/edge/local and the value capture shifts from chatbots to automation infrastructure. My investment takeaways: Hyperscalers and NVIDIA will continue to dominate. Emergent AI opportunities will create new winners but people should be weary of AI apps look at underlying infrastructure instead. And crypto will finally go from speculation to big time (which is not" [X Link](https://x.com/zazul_ai/status/1998479585860812837) 2025-12-09T19:47Z [----] followers, [----] engagements "Massive. CRE expands Chainlink from data feeds into full trust-minimized compute. Blockchains cant run long logic private workflows or multi-chain automation but CRE can. Institutions dont want to write Solidity or push business logic onto L1s. They want a secure off-chain environment that can read any API run any workflow and settle on any chain through CCIP. Its a missing piece for tokenized markets and for AI agents that need off-chain compute plus on-chain execution. $LINK 🚀" [X Link](https://x.com/zazul_ai/status/1998504129560190989) 2025-12-09T21:24Z [----] followers, [---] engagements "Tokenization isnt about crypto going mainstream its about the market plumbing getting rebuilt. Treasuries moved onchain because they settle instantly reconcile automatically and remove whole layers of intermediaries. Now banks and asset managers are extending the model to credit equities and private funds. The key unlock is interoperability. When assets live across many ledgers you need a neutral settlement layer to connect them. Thats why the biggest lifts today are coming from ETH for settlement Chainlink for cross-chain messaging and firms like Ondo moving real assets onto these rails. The" [X Link](https://x.com/zazul_ai/status/1998506777193705901) 2025-12-09T21:35Z [----] followers, [----] engagements "@ryanthawks @michaeljburry The dilution worry gets overstated. Unlocks only become dilution when demand stalls. With SEC clearance global distribution and real assets flowing in ONDOs challenge isnt dilution at this point just execution. Also dont sleep on Coinbase and Circle. Not only tokens win" [X Link](https://x.com/zazul_ai/status/1998516974100324451) 2025-12-09T22:15Z [----] followers, [--] engagements "JPM moving $16T on-chain is a milestone but remember its all still inside their private blockchain. That solves for internal efficiency but not interoperability. The next step is connecting those bank networks to public markets. Thats why SWIFT Euroclear DTCC and major banks are using Chainlinks CCIP because nothing else meets institutional requirements. Once banks tokenize internally connecting those networks to public liquidity isnt optional. The only infrastructure already proven across both sides is Chainlink. This is why $LINK is one of my highest conviction investments. JUST IN: 🏦💸" [X Link](https://x.com/zazul_ai/status/1998523212628369906) 2025-12-09T22:40Z [----] followers, [---] engagements "Circles business model is wildly misunderstood. $CRCL isnt a crypto company. Its basically a narrow bank for the onchain economy but with a twist no traditional bank enjoys. When you hold USDC Circle holds the backing assets (cash + T-bills) and Circle keeps ALL the interest. No yield passed through to users. No competition from other banks offering higher rates. Circles moat is not high rates but trusted stability and programmability. Users sacrifice yield for the ability to move a regulatory-compliant digital dollar instantly globally 24/7 which there is no real competition for today." [X Link](https://x.com/zazul_ai/status/1998756504002842925) 2025-12-10T14:07Z [----] followers, [----] engagements "Many model $CRCL wrong. They think its a rates trade. Its actually a float-compounding machine with a SaaS layer on top. Heres the math through 2028: Today (Q4 25): USDC float: $78B Avg yield: 3.7% Net margin: 60% 👉 Net interest revenue: $1.7B Now zoom out. If stablecoins [--] by [----] (Bernstein baseline) and USDC keeps gaining share: USDC float: $240250B Neutral-rate yield: 3.0% Net margin: 65% 👉 Net interest revenue: $4.5B Thats without the SaaS business. Circles Web3 Services (programmable wallets smart accounts) scales like a Twilio or Stripe model: if 100M consumer wallets go onchain" [X Link](https://x.com/zazul_ai/status/1999116066237129105) 2025-12-11T13:56Z [----] followers, [---] engagements "Youre right that consumers and merchants dont care about stablecoins and they never will. Thats the point. Stablecoins arent a consumer payment product theyre the settlement rail behind the scenes. Credit cards stay at the front end for spend and rewards while stablecoins handle instant 24/7 low-cost settlement in the background. Predictable pricing no volatility global finality. Consumers swipe credit. Merchants get paid faster and cheaper. Stablecoins win without anyone noticing" [X Link](https://x.com/zazul_ai/status/1999602822334017745) 2025-12-12T22:10Z [----] followers, [--] engagements "This shows Ondo moving up the value chain from issuing RWAs to aggregating allocating and routing institutional liquidity across BlackRock State Street Fidelity Franklin etc. That expands the TAM from tokenized Treasuries to onchain cash management infrastructure. The moat is neutrality + aggregation: asset managers dont want to build crypto rails and chains dont want to underwrite funds. Ondo becomes the connective layer both sides rely on. Thats why this is great for Ondo: it turns OUSG into plumbing and plumbing compounds. 🚀" [X Link](https://x.com/zazul_ai/status/1999604410910114252) 2025-12-12T22:16Z [----] followers, [---] engagements "@jerallaire Going from USDCs distribution to the next layer with USYC setting Circle up as a Blackrock-type product. Exciting" [X Link](https://x.com/zazul_ai/status/1999636473516069365) 2025-12-13T00:24Z [----] followers, [--] engagements "I sold my Cardano exposure long ago so am by no means an ADA fanboy. But there are very legit reasons for them to pick Pyth over Chainlink. The two overlap in price oracles but diverge sharply beyond that. Cardanos DeFi ecosystem is smaller and more trading-oriented than RWA-oriented and Pyth excels at fast price updates for perps and DEXs. Same reason Pyth is deeply embedded in the Solana trading stack and Cardano likely wants access to that pricing and market-maker data universe as a shortcut. Regardless though Cardano is trying to play catch up to other chains and remain relevant. And IMO" [X Link](https://x.com/zazul_ai/status/1999798846746955894) 2025-12-13T11:09Z [----] followers, [---] engagements "DTCC moving toward tokenization is fantastic news for $ONDO. DTCC sits at the center of $90T+ in securities outstanding and quadrillions in annual settlement volume. Tokenization here isnt about ripping out incumbents its about upgrading how that capital moves. Custody and issuance stay with firms like DTCC State Street and BlackRock. But once assets are tokenized they need on-chain distribution liquidity and composability. Thats Ondos role in the value chain: aggregating institutional funds enabling 24/7 liquidity and making trillions of dollars usable in on-chain markets. In this case" [X Link](https://x.com/zazul_ai/status/1999802974206333062) 2025-12-13T11:25Z [----] followers, [---] engagements "@ririnxbt Ondo is the bridge that turns TradFi vaults into onchain liquidity. Thats where the value accrues" [X Link](https://x.com/zazul_ai/status/1999818381642309773) 2025-12-13T12:27Z [----] followers, [--] engagements "Institutions move in phases: approve build pilot allocate. Prices dont move on press releases. They move when allocations start. Especially in crypto where people got burned chasing headlines last cycle. Once capital has to move on-chain repricing isnt gradual its violent. This phase always feels boring and confusing in real time. This is when smart moves are made" [X Link](https://x.com/zazul_ai/status/2000582701942784273) 2025-12-15T15:04Z [----] followers, [---] engagements "Id go even beyond that its even more strategically crippling for $AXL. Circle has effectively "acquihired" the best interoperability engineers in crypto to build Arc Circle's new proprietary "stablecoin superhighway". Circle wants to own the "interoperability layer" for the $160B+ stablecoin market rather than relying on third-party bridges (like Axelar). The $AXL token does not capture fees from Circle's new Arc chain (which uses USDC for gas). The value driver for $AXL was supposed to be "USDC moving across chains using AXL for security." As Circle builds its own rails (Arc/CCTP) with this" [X Link](https://x.com/zazul_ai/status/2000636129201041671) 2025-12-15T18:36Z [----] followers, [----] engagements "@jerallaire @ddisparte @arc Settlement is where the power is. As issuers Visa and eventually merchants all settle in USDC the dollar itself becomes a native internet protocol. Hard to overstate how big that is for global payments 🚀" [X Link](https://x.com/zazul_ai/status/2000930996687134985) 2025-12-16T14:08Z [----] followers, [----] engagements "The cost delta is the very underappreciated. Waymos current stack (Jaguar + multi-lidar + bespoke integration) likely puts them well north of $100k per vehicle today. Even with optimization its hard to see that dropping below $7090k anytime soo. Even with Jaguar alternatives their lidar/camera/etc stack is too expensive. Teslas robotaxi is the opposite approach: vision-only purpose-built high-volume manufacturing. That puts plausible unit cost in the $2540k range over time for robotaxis. Autonomy isnt just a tech and safety problem its a cost-per-mile problem. If one model can be deployed 34" [X Link](https://x.com/zazul_ai/status/2000938763334070492) 2025-12-16T14:39Z [----] followers, [----] engagements "@niccruzpatane Spoken like a man whose entire business is on the brink of being completely upended. The things he is saying ironically are similar to what Taxi companies said about Uber/Lyft" [X Link](https://x.com/zazul_ai/status/2001025471375458698) 2025-12-16T20:23Z [----] followers, [----] engagements "Its true the U.S. had no permanent federal income tax for most of its history. But that doesnt mean the federal government wasnt funded. Pre-1913 revenue came mainly from tariffs (often 7090% of the budget) excise taxes (alcohol tobacco etc.) and land sales (enormous one time revenue) alongside a MUCH smaller federal government. No Social Security no Medicare no global military superpower or modern welfare state. So no income tax no taxes. And it also meant a very different government without many of the things people take for granted today (strong military medicare etc)" [X Link](https://x.com/zazul_ai/status/2001392404486652297) 2025-12-17T20:41Z [----] followers, 16.9K engagements "Senator the concern about job displacement is real. General-purpose technologies have always disrupted labor. But pausing AI build-out in the U.S. wont pause AI globally. It shifts compute talent capital and tax revenue overseas while the technology advances anyway. History suggests the answer isnt stopping productivity but managing distribution: investing in workers retraining competition and public goods while innovation happens domestically. Theres also a strategic risk: if the U.S. slows while others dont we cede leadership in AI standards military and cyber capabilities and economic" [X Link](https://x.com/zazul_ai/status/2001615348206874911) 2025-12-18T11:27Z [----] followers, [---] engagements "@David_Bravo95 @SaroshQ2022 Hard lesson but please learn from it. Dont use leverage and dont assume timelines. I am a huge $ONDO bull but you need multi-year patience for some of these plays" [X Link](https://x.com/zazul_ai/status/2001766723645546746) 2025-12-18T21:29Z [----] followers, [---] engagements "Its about (1) diversification since crypto trading is highly cyclical (2) stocks have way higher TAM so thus higher growth potential and (3) they are tokenized stocks so it is in fact still crypto and a fantastic use case for crypto. Coinbase is helping move TradFi to an onchain financial world (plus fighting the good fight with regulations and institutional compliance) and thats actually great for crypto" [X Link](https://x.com/zazul_ai/status/2001768153383084463) 2025-12-18T21:34Z [----] followers, [--] engagements "The Interoperability King: Chainlink $LINK is perhaps the biggest second-order beneficiary of this DTCC/Canton news for three reasons: [--] CCIP (Cross-Chain Interoperability Protocol): Canton has officially integrated Chainlink CCIP. This means a tokenized Treasury minted on the Canton Network can be securely "teleported" to Ethereum Arbitrum or Base to be used as collateral in DeFi. [--] Proof of Reserve (PoR): To trust a "digital Treasury" on-chain you need to know the physical bond actually exists at the DTCC. Chainlinks SmartData and Proof of Reserve (part of CRE) provide the real-time audit" [X Link](https://x.com/anyuser/status/2002214120855384349) 2025-12-20T03:07Z [----] followers, [---] engagements "Tech companies are now competing on electricity. Speed-to-Power". Cooling a [---] GW campus requires massive amounts of water sometimes as much as a small city. This is why the Great Lakes region (Indiana Ohio Illinois) is becoming the "Silicon Valley of the Midwest." It isn't just about the electricity it's about the proximity to a large supply of fresh water for cooling. https://twitter.com/i/web/status/2002389435699126351 https://twitter.com/i/web/status/2002389435699126351" [X Link](https://x.com/zazul_ai/status/2002389435699126351) 2025-12-20T14:43Z [----] followers, [----] engagements "@PolymarketMoney Investors have been worried about "Hyper-scaler" concentration (Microsoft Meta Google). Re-entering China at scale allows Nvidia to tap back into massive demand from Alibaba ByteDance and Tencent diversifying their revenue base away from a few U.S. giants" [X Link](https://x.com/zazul_ai/status/2003099188264108477) 2025-12-22T13:43Z [----] followers, [---] engagements "Teslas UAE launch is a calculated pivot to bypass US regulatory gridlock. While US cities debate liability Dubai Law No. [--] of [----] has already established a clear licensing and legal framework for autonomous vehicles. This isn't just a test its a direct play for the Dubai Autonomous Transportation Strategy which aims for 25% of all trips to be autonomous by [----]. Waymo is stuck in "high-cost islands" spending millions mapping specific US neighborhoods. Teslas vision-only system ignores maps using real-time perception to navigate anywhere. Perfect for UAEs high-tech infrastructure" [X Link](https://x.com/zazul_ai/status/2003124712709165249) 2025-12-22T15:25Z [----] followers, [---] engagements "Everyone is staring at the "Car Sales" and "Robotaxi" headlines but the biggest story in the Tesla $TSLA bull case for [----] is hiding in plain sight: The Energy transition from a "side hustle" to the companys primary profit engine. Here is why the market is drastically underestimating the "AI Power Wall" and Teslas role as the grids new backbone. [--]. The Margin Flip is Real For years the bear case was "Auto margins are shrinking." They were right auto gross margins (ex-credits) dipped to 17% in [----]. But look at the Energy segment: * Q3 [----] Energy Gross Margin: 31.4% (double the auto side). *" [X Link](https://x.com/anyuser/status/2003132196668702903) 2025-12-22T15:55Z [----] followers, [---] engagements "So short sighted. The U.S. is currently facing its largest power demand spike in decades driven by AI data center build-outs. Billions have already been spent on specialized vessels turbines and foundation fabrication. The administration is betting that Natural Gas can fill the void faster and more cheaply. They argue one large gas pipeline can deliver the same energy as all five wind projects. However building a pipeline through the Northeast takes longer than finishing an offshore wind farm that is already 80% complete (like Revolution Wind). Pausing future wind buildouts is good but" [X Link](https://x.com/zazul_ai/status/2003471375982363005) 2025-12-23T14:22Z [----] followers, [---] engagements "Nuclear is the gold standard for firm carbon-free power especially for AI compute. But we have to be honest about the lead times. SMRs like Oklo or TerraPower are [--------] plays at the earliest. Pausing 7GW of wind that is already 'steel-in-water' today creates a massive 3-5 year energy gap that nuclear simply can't fill yet. For an AI-driven economy we need a 'both/and' bridge not a power vacuum" [X Link](https://x.com/zazul_ai/status/2003495786215027197) 2025-12-23T15:59Z [----] followers, [--] engagements "While that chart is technically accurate its a bit of a "financial half-truth" because it compares a stock portfolio to a house price without accounting for the fact that you have to pay to live somewhere. If you invest in the S&P [---] you still have to hand over thousands of dollars in rent every month that youll never see again. When you own a home that "rent money" stays in your pocket as equity acting as a massive invisible dividend that the red line in your chart completely ignores. Furthermore the chart fails to show the power of leverage. Most people buy a home with a 20% down payment" [X Link](https://x.com/zazul_ai/status/2003933128721580212) 2025-12-24T20:57Z [----] followers, [---] engagements "Visa and Mastercard are shifting their business model to survive this. They are unbundling their value proposition: The Settlement Layer (The Rails): This is where stablecoins are "disrupting" things. In December [----] Visa officially enabled USDC settlement over the Solana and Arc blockchains for US banks. This means the "pipes" are now digital 24/7 and cheaper. The Trust Layer (The Moat): This is the product Visa/MasterCard offer that stablecoins dont disrupt: Chargebacks Fraud Detection and Dispute Resolution. A pure stablecoin transaction is "atomic" and final. If you buy a scam product" [X Link](https://x.com/zazul_ai/status/2004546553558475202) 2025-12-26T13:35Z [----] followers, [---] engagements "The $730B wealth surge for the Top [--] in [----] isn't a "drain" on America its the markets scoreboard for the AI super-cycle 📈. This wealth is tied directly to the stocks of U.S. companies that added 1%+ to total GDP growth this year alone. These aren't leeches; they are the primary engines of our modern economy. These firms are massive value-adds funding the U.S. Treasury through billions in corporate tax provisions and supporting millions of high-wage jobs 💼. Tech-based compensation now drives a massive portion of federal income tax withholding. This is wealth creation not wealth extraction" [X Link](https://x.com/anyuser/status/2004929358851359182) 2025-12-27T14:56Z [----] followers, [---] engagements "Feels like the right lens for a [----] market thats finally maturing. However Im a bit more "bullish" on AI-enabled commerce than you are. While agent-to-agent payments might still be in the lab I think well see a massive breakout in consumer checkout automation. With the infrastructure being laid by the likes of Coinbase and Visa right now [----] feels less like a prototype year and more like the year "Buy for Me" becomes a standard feature in AI-native apps moving meaningful volume through crypto rails under the hood. I also wonder if your USDT dominance prediction is actually too conservative." [X Link](https://x.com/zazul_ai/status/2006097175080513911) 2025-12-30T20:16Z [----] followers, [---] engagements "The comparison shouldn't be "Stock vs. Crypto" but "Concentrated Risk vs. Diversification." Investing all your money in one stock (iRobot) is just as risky as investing all your money in one altcoin. If you had invested in a broad stock market index (like the S&P 500) during iRobots decline you would likely be up significantly because the index replaces failing companies with winning ones. https://twitter.com/i/web/status/2007131285035082001 https://twitter.com/i/web/status/2007131285035082001" [X Link](https://x.com/zazul_ai/status/2007131285035082001) 2026-01-02T16:46Z [----] followers, [----] engagements "The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right now. Why $INTC is the ultimate undervalued play today: 18A Execution is No Longer a "Plan" The 1.8nm (18A) process is officially in high-volume production at Fab [--]. The launch of Panther Lake (Core Ultra Series 3) at CES [----] this week proves Intel has finally closed the process gap with TSMC. Pre-orders started yesterday; global availability" [X Link](https://x.com/anyuser/status/2008960871171510762) 2026-01-07T17:56Z [----] followers, [----] engagements "@TheVixhal No they want to evolve software engineers to prompt engineers who understand software" [X Link](https://x.com/zazul_ai/status/2009260211387732139) 2026-01-08T13:45Z [----] followers, [--] engagements "@StockSavvyShay Was just highlighting $INTC yesterday The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right now. Why $INTC is the https://t.co/Ulm21DPJ8R The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right" [X Link](https://x.com/zazul_ai/status/2009385142733684877) 2026-01-08T22:02Z [----] followers, [---] engagements "2025 felt like a "guillotine" for crypto holders in the second half. If youre staring at the red and still thinking its over youre missing the massive structural shift happening for [----]. 👇 The 4-year cycle is dead. Weve entered the Utility Era. Ive been diving into the [----] outlooks for my largest positions (BTC ETH SOL LINK) and the consensus from the heavy hitters (JPMorgan Standard Chartered and CoinShares) is surprisingly aligned. Heres why the "slump" is just a reset: [--]. The Bitcoin Floor 🏦 BTC is hovering around $95k down from the $126k highs. But Standard Chartered and Nexo aren't" [X Link](https://x.com/anyuser/status/2012508948188860838) 2026-01-17T12:54Z [----] followers, [---] engagements "2025 was the year the "innovation is dead" narrative died. ARKs high-conviction bets didn't just rebound. They dominated. The flagship $ARKK gained 35.5% doubling the S&P [---] (16%). Meanwhile specialized themes like Robotics ($ARKQ) and Space ($ARKX) hit escape velocity with returns approaching 50%. But according to the ARK Big Ideas [----] report were still just in the "coiled spring" phase. Here is their blueprint for the next decade: [--]. The Power of Convergence The biggest gains in [----] wont come from individual tech sectors but from where they collide. AI is now the "operating system" for" [X Link](https://x.com/anyuser/status/2014339035645485302) 2026-01-22T14:07Z [----] followers, [---] engagements "The "Schmidt Blueprint" is the ultimate filter for identifying AI data moats: Aggregate expert data - Train proprietary ML - Sell superior utility. Its about moving from "more data" to "better data." Here are [--] mid-caps currently testing this model: [--]. Doximity ($DOCS) Physicians are the "experts in the loop." By embedding AI into their daily clinical workflows they are training a medical-grade LLM on real-world diagnostic reasoning. [--]. DigitalOcean ($DOCN) Using the "long-tail" of developer data to build an inference cloud. They aren't just selling compute; they are optimizing the hardware" [X Link](https://x.com/anyuser/status/2015784536194363647) 2026-01-26T13:50Z [----] followers, [---] engagements "(A telegram from Michaels great-grandfather) I said the exact same thing about those loud metallic "motor-carriages" in [----] Michael A car you have to buy from a factory instead of birthing it in the hay. A car that wont trot you home when youve had too much "medicinal" cider. A car with no heartbeat. I hope this "horseless" nonsense is just a fad. Please Studebaker dont stop making buggies https://twitter.com/i/web/status/2016879839773425995 https://twitter.com/i/web/status/2016879839773425995" [X Link](https://x.com/zazul_ai/status/2016879839773425995) 2026-01-29T14:23Z [----] followers, [--] engagements "The train has left the station. This is not speculation: 📈 Scale: The RWA market is already $33 Billion (10x growth since 2022) 🏦 Major Player: BlackRock's $7.4B BUIDL fund is tokenized on Ethereum 🤝 TradFi Adoption: J.P. Morgan & Citi are actively using the rails This shift is led by the world's largest financial institutions" [X Link](https://x.com/zazul_ai/status/1996961101213290642) 2025-12-05T15:13Z [----] followers, [--] engagements "Own the rails not the noise. These [--] capture all fees: [--]. $ETH: Settlement (The Global Vault) [--]. $SOL: Execution (The Speed Rail) [--]. $LINK: Verification (The Oracle) [--]. $CRCL: Liquidity (The Dollar) [--]. $COIN: Distribution (The Bridge) Own the foundation" [X Link](https://x.com/zazul_ai/status/1996961103985754311) 2025-12-05T15:13Z [----] followers, [---] engagements "@jerallaire @jpmorgan @GalaxyDigital Big milestone JPM has issued assets on private chains before but settling a capital-markets instrument in USDC on public rails is the real shift. Picking a public-chain stablecoin over JPM Coin is a clear sign of where liquidity is forming. Huge implications for tokenization🔥" [X Link](https://x.com/zazul_ai/status/1999162512562905108) 2025-12-11T17:01Z [----] followers, [---] engagements "⚡ THE TESLA PIVOT: NOT JUST THE OPTIMUS VISION 🤖 While the headlines are fixated on Robotaxis and Optimus robots the Q4 [----] earnings call revealed a fundamental shift in $TSLA profitability. [----] was the year Tesla officially transitioned from a hardware-centric car company into a Physical AI powerhouse and the financials are finally starting to prove the thesis. THE ENERGY PROFIT MACHINE Tesla Energy is no longer a side project; it is the margin savior. In Q4 the energy segment achieved a record gross profit of $1.1 billion marking its fifth consecutive record quarter. While automotive" [X Link](https://x.com/anyuser/status/2016865106835992825) 2026-01-29T13:24Z [----] followers, [----] engagements "🛡 The Edge AI "Toll Collectors" 🛡 As processing shifts to your pocket the value moves from the cloud to the infrastructure layer. These are the two Must Own players owning the pipes and the blueprints: 💎 $ARM (Arm Holdings) The Moat: The "Oxygen" of AI. Whether its an iPhone or a specialized robot if it runs on a battery it likely runs on Arm. The Play: They are pivoting from selling simple "blueprints" to full Compute Subsystems (CSS). This isn't just growth; it's a value multiplier that significantly increases their royalty per device. Verdict: High P/E (147x) but the purest play on" [X Link](https://x.com/anyuser/status/2007109097376592380) 2026-01-02T15:17Z [----] followers, [---] engagements "The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical reality trade that is too asymmetric to ignore. Here is the breakdown of the tactical play through April. 🧵 1/ The Trinidad Supply Wall Trinidad and Tobago provides 37% of all U.S. ammonia imports. Leading analyst Josh Linville notes that for anhydrous ammonia specifically 1/3 to 1/2 of U.S. imports come from this single" [X Link](https://x.com/anyuser/status/2011095710842630553) 2026-01-13T15:19Z [----] followers, [----] engagements "Six days after my $CF opportunity deep dive @ZacksResearch picks them as their Bull of the Day 🤑 Tight global nitrogen balances and low inventories support CF's durable growth profile. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical https://t.co/PoKkWSSSrX The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still" [X Link](https://x.com/anyuser/status/2013294748497232014) 2026-01-19T16:57Z [----] followers, [---] engagements "The $90 wall is officially gone. 🚀 The Breakout: $CF just cleared major psychological resistance at $91.86. The "steady climb" is turning into a vertical squeeze. The Trap: 14.2M shares short (9.2% of float) are now underwater. With [---] days to cover the exit door is tiny for the bears. Next Catalyst: Feb [--] WASDE report. As the Trinidad supply gap (37% of imports) becomes physical reality for spring planting expect the scramble to intensify. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I" [X Link](https://x.com/anyuser/status/2014199385559855118) 2026-01-22T04:52Z [----] followers, [---] engagements "Liquid Cooling: $AEHR $ASTK $ASPN Modular Reactor: $LEU $NNE $STEM Agent Security: $S $VRNS $INOD Ive looked into $AEHR a lot but havent pulled the trigger. Other [--] new to me. Modula Reactor ones I know but am skeptical of timeline (valley of death). Agent security need to look more into generally skeptical hyperscalers will solve this natively. https://twitter.com/i/web/status/2017562684963553707 https://twitter.com/i/web/status/2017562684963553707" [X Link](https://x.com/zazul_ai/status/2017562684963553707) 2026-01-31T11:36Z [----] followers, [---] engagements "As Fortune [---] companies realize they can replace a 10000-seat Adobe license with a 500-seat license plus a custom AI workflow Adobe's revenue will take a hit unless they can monetize the "output" of those [---] people. This is why we are seeing the market selling SaaS stocks right now. The market is pricing in the uncertainty of the transition. Existing moats are being eroded and new moats need to be created. https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A" [X Link](https://x.com/anyuser/status/2023022010155008193) 2026-02-15T13:10Z [----] followers, [--] engagements "AIs biggest investment opportunities wont come from the tech we see. It will come from the infrastructure we dont" [X Link](https://x.com/anyuser/status/1998029373610553727) 2025-12-08T13:58Z [----] followers, [----] engagements "As Fortune [---] companies realize they can replace a 10000-seat Adobe license with a 500-seat license plus a custom AI workflow Adobe's revenue will take a hit unless they can monetize the "output" of those [---] people. This is why we are seeing the market selling SaaS stocks right now. The market is pricing in the uncertainty of the transition. Existing moats are being eroded and new moats need to be created. https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A" [X Link](https://x.com/anyuser/status/2023022010155008193) 2026-02-15T13:10Z [----] followers, [--] engagements "In Defense of SaaS Microsoft is in a 26% drawdown. Oracle has been cut in half. Salesforce is getting demolished. Adobe ServiceNow Palantir - all taken to the woodshed. The software sector ETF (IGV) has plunged 28% http://x.com/i/article/2021979955752742912 http://x.com/i/article/2021979955752742912" [X Link](https://x.com/anyuser/status/2021999185172775288) 2026-02-12T17:25Z [----] followers, 1.1M engagements "⚡ THE TESLA PIVOT: NOT JUST THE OPTIMUS VISION 🤖 While the headlines are fixated on Robotaxis and Optimus robots the Q4 [----] earnings call revealed a fundamental shift in $TSLA profitability. [----] was the year Tesla officially transitioned from a hardware-centric car company into a Physical AI powerhouse and the financials are finally starting to prove the thesis. THE ENERGY PROFIT MACHINE Tesla Energy is no longer a side project; it is the margin savior. In Q4 the energy segment achieved a record gross profit of $1.1 billion marking its fifth consecutive record quarter. While automotive" [X Link](https://x.com/anyuser/status/2016865106835992825) 2026-01-29T13:24Z [----] followers, [----] engagements "Q4 Shareholder Update Highlights [----] marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company. We also laid the foundation for the future of Tesla by further advancing FSD Supervised launching our Robotaxi service beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure. In [----] we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots. This" [X Link](https://x.com/anyuser/status/2016618220611125332) 2026-01-28T21:03Z 24.7M followers, 1.3M engagements "The "Schmidt Blueprint" is the ultimate filter for identifying AI data moats: Aggregate expert data - Train proprietary ML - Sell superior utility. Its about moving from "more data" to "better data." Here are [--] mid-caps currently testing this model: [--]. Doximity ($DOCS) Physicians are the "experts in the loop." By embedding AI into their daily clinical workflows they are training a medical-grade LLM on real-world diagnostic reasoning. [--]. DigitalOcean ($DOCN) Using the "long-tail" of developer data to build an inference cloud. They aren't just selling compute; they are optimizing the hardware" [X Link](https://x.com/anyuser/status/2015784536194363647) 2026-01-26T13:50Z [----] followers, [---] engagements "Google's former CEO Eric Schmidt on the data strategy behind the next hundred billion dollar companies: He explains that he evaluates startup ideas by looking at 5-year growth trajectories and asking whether there's a more scalable strategy available. Take a founder building an app they want to charge $10 for. @ericschmidt's challenge: "Why not give it away for free and upsell users instead" But the real insight is his framework for predicting which companies will dominate and it all comes down to data. "5 years ago I said publicly that the future will be apps that are on smartphones that use" [X Link](https://x.com/anyuser/status/2015424500708556952) 2026-01-25T14:00Z [----] followers, 105.6K engagements "2025 was the year the "innovation is dead" narrative died. ARKs high-conviction bets didn't just rebound. They dominated. The flagship $ARKK gained 35.5% doubling the S&P [---] (16%). Meanwhile specialized themes like Robotics ($ARKQ) and Space ($ARKX) hit escape velocity with returns approaching 50%. But according to the ARK Big Ideas [----] report were still just in the "coiled spring" phase. Here is their blueprint for the next decade: [--]. The Power of Convergence The biggest gains in [----] wont come from individual tech sectors but from where they collide. AI is now the "operating system" for" [X Link](https://x.com/anyuser/status/2014339035645485302) 2026-01-22T14:07Z [----] followers, [---] engagements "If you want to understand where the future is headed start here: Big Ideas [----]. Download: http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026" [X Link](https://x.com/anyuser/status/2014083798414070228) 2026-01-21T21:12Z 812.8K followers, 725.1K engagements "The $90 wall is officially gone. 🚀 The Breakout: $CF just cleared major psychological resistance at $91.86. The "steady climb" is turning into a vertical squeeze. The Trap: 14.2M shares short (9.2% of float) are now underwater. With [---] days to cover the exit door is tiny for the bears. Next Catalyst: Feb [--] WASDE report. As the Trinidad supply gap (37% of imports) becomes physical reality for spring planting expect the scramble to intensify. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I" [X Link](https://x.com/anyuser/status/2014199385559855118) 2026-01-22T04:52Z [----] followers, [---] engagements "The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical reality trade that is too asymmetric to ignore. Here is the breakdown of the tactical play through April. 🧵 1/ The Trinidad Supply Wall Trinidad and Tobago provides 37% of all U.S. ammonia imports. Leading analyst Josh Linville notes that for anhydrous ammonia specifically 1/3 to 1/2 of U.S. imports come from this single" [X Link](https://x.com/anyuser/status/2011095710842630553) 2026-01-13T15:19Z [----] followers, [----] engagements "Six days after my $CF opportunity deep dive @ZacksResearch picks them as their Bull of the Day 🤑 Tight global nitrogen balances and low inventories support CF's durable growth profile. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical https://t.co/PoKkWSSSrX The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still" [X Link](https://x.com/anyuser/status/2013294748497232014) 2026-01-19T16:57Z [----] followers, [---] engagements "Masterclass article from an account Ive been following heavily. I bought into $TE as a result of his analysis and now we get a practical behind the scenes of how he uses AI to run his framework. I use Gemini heavily myself but still learned several new tricks here. https://t.co/4Tg3GtM8Fd https://t.co/4Tg3GtM8Fd" [X Link](https://x.com/anyuser/status/2012935000992190736) 2026-01-18T17:07Z [----] followers, [----] engagements "Guide to AI Investing w/Gemini - S&J Investments If you enjoy this piece please see my other Article: Guide to Asymmetric Investing There is also an accompanying piece the AI Prompt Cheat Sheet. I do however recommend reading this first. http://x.com/i/article/2012696085806911490 http://x.com/i/article/2012696085806911490" [X Link](https://x.com/anyuser/status/2012745662002041055) 2026-01-18T04:35Z 10.7K followers, 139.3K engagements "2025 felt like a "guillotine" for crypto holders in the second half. If youre staring at the red and still thinking its over youre missing the massive structural shift happening for [----]. 👇 The 4-year cycle is dead. Weve entered the Utility Era. Ive been diving into the [----] outlooks for my largest positions (BTC ETH SOL LINK) and the consensus from the heavy hitters (JPMorgan Standard Chartered and CoinShares) is surprisingly aligned. Heres why the "slump" is just a reset: [--]. The Bitcoin Floor 🏦 BTC is hovering around $95k down from the $126k highs. But Standard Chartered and Nexo aren't" [X Link](https://x.com/anyuser/status/2012508948188860838) 2026-01-17T12:54Z [----] followers, [---] engagements "The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right now. Why $INTC is the ultimate undervalued play today: 18A Execution is No Longer a "Plan" The 1.8nm (18A) process is officially in high-volume production at Fab [--]. The launch of Panther Lake (Core Ultra Series 3) at CES [----] this week proves Intel has finally closed the process gap with TSMC. Pre-orders started yesterday; global availability" [X Link](https://x.com/anyuser/status/2008960871171510762) 2026-01-07T17:56Z [----] followers, [----] engagements "🛡 The Edge AI "Toll Collectors" 🛡 As processing shifts to your pocket the value moves from the cloud to the infrastructure layer. These are the two Must Own players owning the pipes and the blueprints: 💎 $ARM (Arm Holdings) The Moat: The "Oxygen" of AI. Whether its an iPhone or a specialized robot if it runs on a battery it likely runs on Arm. The Play: They are pivoting from selling simple "blueprints" to full Compute Subsystems (CSS). This isn't just growth; it's a value multiplier that significantly increases their royalty per device. Verdict: High P/E (147x) but the purest play on" [X Link](https://x.com/anyuser/status/2007109097376592380) 2026-01-02T15:17Z [----] followers, [---] engagements "The biggest long-term threat to AI data center tradeisnt AI demand slowing but it's edge AI. Once your phone can run a good enough model locally for free then inference shifts from always-on to only when necessary. Data centers get called for the hardest problems while everything else runs on the device you already paid for. https://twitter.com/i/web/status/2007083276251402724 https://twitter.com/i/web/status/2007083276251402724" [X Link](https://x.com/anyuser/status/2007083276251402724) 2026-01-02T13:35Z 348.1K followers, 76.7K engagements "Stop thinking about 'clicks.' Start thinking about 'completions.' $META just changed the game. Most people still think about AI as a way to generate text or images. Meta is thinking about Execution. By acquiring Manus - an autonomous agent that actually works in the wild at scale today - Zuck has officially closed the loop on the "Action Economy." If Llama is the brain and Scale AI is the data refinery Manus is the nervous system that allows Meta to actually do work for [--] billion people. The real "alpha" here isn't in a new chatbot tab; its the transformation of the Ad Model. Today Meta gets" [X Link](https://x.com/anyuser/status/2006021778406101301) 2025-12-30T15:17Z [----] followers, [---] engagements "Manus is entering the next chapter: were joining forces with Meta to take general agents to the next level. Full story on our blog: https://manus.im/blog/manus-joins-meta-for-next-era-of-innovation https://manus.im/blog/manus-joins-meta-for-next-era-of-innovation" [X Link](https://x.com/ManusAI/status/2005766053813707003) 2025-12-29T22:21Z 231.8K followers, 5M engagements "The $730B wealth surge for the Top [--] in [----] isn't a "drain" on America its the markets scoreboard for the AI super-cycle 📈. This wealth is tied directly to the stocks of U.S. companies that added 1%+ to total GDP growth this year alone. These aren't leeches; they are the primary engines of our modern economy. These firms are massive value-adds funding the U.S. Treasury through billions in corporate tax provisions and supporting millions of high-wage jobs 💼. Tech-based compensation now drives a massive portion of federal income tax withholding. This is wealth creation not wealth extraction" [X Link](https://x.com/anyuser/status/2004929358851359182) 2025-12-27T14:56Z [----] followers, [---] engagements "The great economic crisis of our time is growing income and wealth inequality. While millions of Americans struggle to pay rent buy food or afford health care [--] billionaires got $730 billion richer in [----]. This is immoral and unsustainable. We must defeat oligarchy" [X Link](https://x.com/anyuser/status/2004635210361852226) 2025-12-26T19:27Z 14.8M followers, 917.7K engagements "Everyone is staring at the "Car Sales" and "Robotaxi" headlines but the biggest story in the Tesla $TSLA bull case for [----] is hiding in plain sight: The Energy transition from a "side hustle" to the companys primary profit engine. Here is why the market is drastically underestimating the "AI Power Wall" and Teslas role as the grids new backbone. [--]. The Margin Flip is Real For years the bear case was "Auto margins are shrinking." They were right auto gross margins (ex-credits) dipped to 17% in [----]. But look at the Energy segment: * Q3 [----] Energy Gross Margin: 31.4% (double the auto side). *" [X Link](https://x.com/anyuser/status/2003132196668702903) 2025-12-22T15:55Z [----] followers, [---] engagements "The Interoperability King: Chainlink $LINK is perhaps the biggest second-order beneficiary of this DTCC/Canton news for three reasons: [--] CCIP (Cross-Chain Interoperability Protocol): Canton has officially integrated Chainlink CCIP. This means a tokenized Treasury minted on the Canton Network can be securely "teleported" to Ethereum Arbitrum or Base to be used as collateral in DeFi. [--] Proof of Reserve (PoR): To trust a "digital Treasury" on-chain you need to know the physical bond actually exists at the DTCC. Chainlinks SmartData and Proof of Reserve (part of CRE) provide the real-time audit" [X Link](https://x.com/anyuser/status/2002214120855384349) 2025-12-20T03:07Z [----] followers, [---] engagements "🚨 BREAKING: DTCC (clearing $4 quadrillion annually) partners with Canton Network to tokenize US Treasury securities. Authorized for [--] years starting H2 [----] across L1/L2 blockchains. DTCC can now tokenize real-world assets at scale. The infrastructure is going on-chain" [X Link](https://x.com/anyuser/status/2002170529764258139) 2025-12-20T00:13Z 314.8K followers, 25.1K engagements "The Waymo vs Tesla debate ultimately comes down to cost per mile. At scale the winner is whoever can deliver autonomous miles cheapest. Teslas vision-first stack and purpose-built robotaxis are designed to collapse the cost curve" [X Link](https://x.com/anyuser/status/2001294516628643888) 2025-12-17T14:12Z [----] followers, [---] engagements "Why $LINK is quietly one of the biggest winners of Agentic AI (and almost nobody is pricing it in): The real onchain bottleneck for agentic AI is trusted execution and payments. AI agents dont just think they act. They move money. They call APIs. They trigger contracts. They coordinate across chains and systems. That requires trust verification and conditional logic not just a wallet. This is why Chainlinks CRE matters far more than most people realize. CRE isnt just oracles. Its an execution environment that lets agents verify real world data enforce conditions and only then trigger" [X Link](https://x.com/anyuser/status/2000924230741893365) 2025-12-16T13:41Z [----] followers, [---] engagements "CRE & Coinbases x402 unlock powerful new onchain capabilities for AI agents BUILDERS: LAST CHANCE TO REGISTER Dont miss this masterclass tomorrow on the Chainlink Runtime Environment (CRE) & x402 agentic payments with Chainlink & @Coinbase. Reserve your spot BUILDERS: LAST CHANCE TO REGISTER Dont miss this masterclass tomorrow on the Chainlink Runtime Environment (CRE) & x402 agentic payments with Chainlink & @Coinbase. Reserve your spot" [X Link](https://x.com/anyuser/status/2000734369779187911) 2025-12-16T01:07Z 66.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@zazul_eth Z A Z U L 🇺🇦🕊
Z A Z U L 🇺🇦🕊 posts on X about ai, crypto, liquidity, onchain the most. They currently have [----------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [---] -14%
- [--] Month [-----] -68%
- [--] Year [-------] +1,711,050%
Mentions: [--] #
- [--] Week [--] +8.30%
- [--] Month [--] -51%
- [--] Year [---] +15,300%
Followers: [----------] #
- [--] Week [-----] no change
- [--] Month [-----] -0.11%
- [--] Months [-----] +1.30%
- [--] Year [-----] -0.84%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks cryptocurrencies technology brands exchanges countries automotive brands nfts financial services social networks
Social topic influence ai, crypto, liquidity, onchain, solana, in the, money, usdc, coinbase, sol
Top accounts mentioned or mentioned by @rihardjarc @nixeth @illuminatinft @secretsociety @the187 @goblintown @cryptohayes @unusualwhales @jerallaire @lazylionsnft @marscatsvoyage @boonjiproject @devekranft @tominverse @solana @brianarmstrong @aixbtagent @stocksavvyshay @zacksresearch @boredapeyc
Top assets mentioned Solana (SOL) USDC (USDC) Coinbase Global Inc. (COIN) Chainlink (LINK) Ethereum (ETH) Tesla, Inc. (TSLA) Circle Internet Group, Inc. (CRCL) Ondo (ONDO) CF Industries Holdings, Inc. (CF) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) BlackRock Inc (BLK) Mario Coin (COIN) Bitcoin (BTC) IlluminatiNFT (illuminatiNFT) Mastercard, Inc. (MA) Intel Corporation (INTC) Micron Technology, Inc. (MU) MarsCatsVoyage (marscatsvoyage) Monad (MON)
Top Social Posts
Top posts by engagements in the last [--] hours
"Yesterday I bought a jpeg that anyone can right-click-save for $150k. I got a DM calling me dumb. Maybe I am. But people said I was dumb for buying a bunch of fake digital money called Bitcoin in [----] too. #BAYC #NFT"
X Link 2021-11-13T11:56Z [----] followers, [----] engagements
"gm. Which NFT project is undervalued and less than .5ETH Thinking of floor sweeping"
X Link 2021-11-17T12:27Z [----] followers, [---] engagements
"So is the $OHM APY for real Can any of you (33) folks tell me about your experience staking it How long have you done it for"
X Link 2021-11-18T20:38Z [----] followers, [--] engagements
"Lions apes and cats simply vibe together. If you have a @LazyLionsNFT @BoredApeYC or @MarsCatsVoyage pfp drop a comment or a follow and Ill follow you back. (And follow others who comment one #NFTCommunity)"
X Link 2021-11-27T16:25Z [----] followers, [---] engagements
"Official word a collab between @BoonjiProject and @galaxy_eggs is coming What a perfect fit. Two of my NFT worlds colliding 🤩"
X Link 2021-12-24T01:29Z [----] followers, [---] engagements
"gm NFT fam. Anyone claim $LOOKS for @LooksRareNFT As far as I understand it I need to list an NFT to claim but I get an infinite spinner whenever I try to hit 'Sell' on one of my NFTs"
X Link 2022-01-11T16:51Z [----] followers, [--] engagements
". @psychedelic_nft has officially entered blue chip territory"
X Link 2022-02-17T14:58Z [----] followers, [---] engagements
"I own a jpeg thats worth $385k but drive a car thats worth $15k"
X Link 2022-04-23T15:19Z [----] followers, [----] engagements
"NFT NYC [----] was just rebranded to Group Grief Counseling [----]. What do you think of the new mascot"
X Link 2022-06-13T01:17Z [----] followers, [--] engagements
"32 followers away from 4k so let's have fun. I'll switch my pfp for a week to whichever NFT project gives me most follows now until 4k. (From an NFT I own: @CryptoMories @FangGangNFT @BadBunniesNFT @angryboars @bubblegumkids_ @MarsCatsVoyage @BoonjiProject @LazyLionsNFT etc)"
X Link 2021-12-06T18:43Z [----] followers, [---] engagements
"@nix_eth @IlluminatiNFT @secretsociety @the187 @goblintown How does the raffle for goblin holders work Do we need to apply somewhere or auto-entered"
X Link 2022-09-27T14:04Z [----] followers, [--] engagements
"@devekranft @nix_eth @IlluminatiNFT @secretsociety @the187 @goblintown Got it. But we'll need to check somewhere if we won the raffle. wonder if they'll do a website to check or provide a list of [----] wallets or something like that"
X Link 2022-09-27T16:43Z [----] followers, [--] engagements
"@devekranft @nix_eth @IlluminatiNFT @secretsociety @the187 @goblintown Sorry Ive been living under a rock wheres the DAO discord 😆"
X Link 2022-09-27T20:28Z [----] followers, [--] engagements
"$PYPL trades cheap because others are taking the wins: Apple/Google on the wallet side Stripe/Shopify/Adyen on checkout and new rails pushing fees down. PayPal hasnt matched the innovation pace and Venmo monetization doesnt solve the core decline. This is $PYPL today: - Lowest market cap in years: $58B - Lowest P/E ever: 12x - Lowest P/S ever: 1.7x - A FCF Yield of 9% - Highest ROE ever: 24% No you're not dreaming. A company that is growing revenue at a steady pace (and with all the potential to reaccelerate growth) https://t.co/m3NnkFKjRK This is $PYPL today: - Lowest market cap in years:"
X Link 2025-11-18T14:33Z [----] followers, [---] engagements
"@KobeissiLetter AI build-out is hitting an energy wall. The U.S. needs more reliable large-scale always-on electricity. Saudi Arabia wants deeper ties with the U.S. and a role in the next economic wave. Its a Win Win"
X Link 2025-11-18T14:57Z [----] followers, [--] engagements
"@investingbyGenZ Structurally this is the right call: PYPL keeps the relationship and economics KKR takes the credit risk. The real question is whether this moves PYPLs competitive position. BNPL helps engagement but they still need stronger checkout execution to rebuild their moat"
X Link 2025-11-18T16:02Z [----] followers, [--] engagements
"Winners of stablecoin rails stack up cleanly: Near-term: $V $MA Mid/Long-term: $CRCL $COIN $ETH $LINK - the issuer the distribution the settlement the verification. The old payments stack is getting rebuilt on-chain. 🚨 BREAKING: Visa says dollar-backed stablecoins are ready for real-world takeoff 💵⚡ Creators freelancers and small businesses can now receive payments instantly across borders bypassing banks. Stablecoins are becoming a practical payments rail. https://t.co/rn97Ie5gba 🚨 BREAKING: Visa says dollar-backed stablecoins are ready for real-world takeoff 💵⚡ Creators freelancers and"
X Link 2025-11-21T14:47Z [----] followers, [---] engagements
"@a16z Gas is the short-term choke point but the long-term answer is adding firm zero-carbon baseload. Nuclear is the only resource that can scale AI compute without fighting the rest of the economy for fuel. As AI demand keeps compounding reactors become the real bottleneck to watch"
X Link 2025-11-22T14:53Z [----] followers, [---] engagements
"@MangoOnSOL @fusewallet @AviciMoney @mauricedotxyz @SimkinStepan @kdipep @0xatiwari @mitchlees @alaikin @dguardian0 Neobanks today are mostly UX. The rails underneath are the real investments: $CRCL $COIN $ETH $LINK $SOL $V $MA (for now until the POS layer flips) Thats the stack everything else depends on. And its far more stablecoin-driven than people realize"
X Link 2025-11-23T11:46Z [----] followers, [---] engagements
"@DefiIgnas Funny part is crypto isnt competing with AI its becoming the backend for AI payments. Agents need cheap programmable money. Thats a crypto tailwind not a headwind. Solana plus its data (Pyth) and MEV (Jito) are the winners IMO"
X Link 2025-11-23T12:22Z [----] followers, [--] engagements
"@RihardJarc Even if Google opens TPUs to everyone the challenges dont go away. TPUs lock you into Google Cloud require major code rewrites and lack the CUDA ecosystem and portability enterprises need. Great for Google but a tough sell for the broader market"
X Link 2025-11-23T12:33Z [----] followers, [----] engagements
"@TomInverse @RihardJarc Backend-agnostic PyTorch doesnt erase CUDA. The fast path still relies on CUDA-tuned kernels cuDNN/NCCL and Triton. Other chips cant match that stack yet so real workloads stay NVIDIA-heavy not commodity"
X Link 2025-11-23T14:18Z [----] followers, [---] engagements
"@BleedingHartL1b @TomInverse @RihardJarc NVIDIA still dominates inference too. A lot of it runs on A100s A10s L4s T4s etc. Older GPUs that are perfect for low-cost inference. Training GPUs age into inference GPUs. TPUs/Trainium are strong inside their own clouds NVIDIA remains the default elsewhere"
X Link 2025-11-23T17:58Z [----] followers, [--] engagements
"@TrustlessState Crypto doesnt have a single point of failure anymore. If BTC weakens the center of gravity just shifts to the chains actually settling value (ETH) and executing activity (SOL)"
X Link 2025-11-23T18:38Z [----] followers, [--] engagements
"I asked ChatGPT Grok and Gemini to pick which company is most likely to become the first $100 Trillion dollar company as a thought experiment to model out. - ChatGPT picked Microsoft. - Grok picked Tesla. - Gemini picked The Musk Ecosystem (Tesla / xAI / SpaceX). Tesla will be the first $100 Trillion dollar company. (Sharing this for documentation purposes). Tesla will be the first $100 Trillion dollar company. (Sharing this for documentation purposes)"
X Link 2025-11-23T20:57Z [----] followers, [---] engagements
"ChatGPT: Microsoft is the only company spanning the full AI stack models distribution and global compute. If AGI becomes the new labor force the winner is whoever controls the OS for intelligence. Today thats Microsoft"
X Link 2025-11-23T21:02Z [----] followers, [--] engagements
"Grok: Only one hitting robotaxi ($10T) Optimus (human labor) AI supercompute and energy at oncewith real scale and real moats. Physical AI wins the century. Teslas years ahead. End of story. 🚀"
X Link 2025-11-23T21:02Z [----] followers, [--] engagements
"Gemini: Tesla's AGI (FSD/Optimus) targets the $100T goal by aiming to automate the entire global labor market with mass-produced humanoid robots. Only replacing human work on a civilization scale provides that valuation ceiling. 🚀💰"
X Link 2025-11-23T21:02Z [----] followers, [--] engagements
"@ShiLLin_ViLLian Monad is not a Solana competitor. Its an Ethereum L2 killer trying to adopt Solanas architecture"
X Link 2025-11-23T23:36Z [----] followers, [---] engagements
"@pmddomingos New startups will certainly win TBD AI consumer products but the AI infrastructure race is locked. Compute power chips and distribution already belong to the giants. The upside for newcomers is in the applications not the backbone (where most of the money sits)"
X Link 2025-11-23T23:44Z [----] followers, [---] engagements
"@0xNairolf Coinbase is closest to a compliant crypto bank. Circle closest to a crypto central bank. Solana neobanks closest to consumer-ready crypto front-ends (e.g. Fuse Avici Solflare)"
X Link 2025-11-24T13:14Z [----] followers, [--] engagements
"@RihardJarc Great deep dive. TPUs are a real moat for Google internally: vertical stack lower power big capex savings. But thats where the advantage stays. TPUs dont generalize across clouds/frameworks/enterprise stacks so they dont threaten NVIDIAs broader ecosystem. Different markets"
X Link 2025-11-24T15:12Z [----] followers, [---] engagements
"@circle @monad @AccountableData Wild to see Circle give a brand-new L1 this much day-1 support. That signals real support. Good for Monad + USDC adoption. Bad for slower L2s (ARB/OP) that now have to fight for the same EVM liquidity. And L1s with weak stablecoin gravity"
X Link 2025-11-24T15:31Z [----] followers, [---] engagements
"@digi_ton @wallstengine I agree some CEOs are overestimating their companys impact/role because they want to be part of the action. But I think you are wildly underestimating the impact of agentic AI by saying most non chatbot use cases dont need LLMs"
X Link 2025-11-24T18:59Z [----] followers, [--] engagements
"@shafu0x Non-USD stables matter for real use: local FX hedging payroll compliance RWA settlement AI-agent payments in local currency and global FX routing. USD wins now but multi-currency demand comes naturally with scale and global use cases"
X Link 2025-11-26T17:21Z [----] followers, [---] engagements
"@danielfsy Common misconception Fintech coins dont compete with USDC. They sit on top of it. USDC is the global dollar; fintech coins are UX skins around the same rails"
X Link 2025-11-28T00:30Z [----] followers, [--] engagements
"@CryptoCurb ETH [----] and SOL [----] both target massive similar order-of-magnitude TAMs. The difference is a larger slice of Solanas TAM is already visible measurable and institutionally wired in (ETFs CEX integrations USDC volume agent experiments). Price hike will be even faster"
X Link 2025-11-28T01:10Z [----] followers, [--] engagements
"@martypartymusic @solana Worth separating hype from reality: Solana is actually winning real retail + high-frequency apps today. ETH is the settlement + RWA backbone the institutions are adopting. SUI is still mostly an enterprise pitch deck with early experiments"
X Link 2025-11-28T02:53Z [----] followers, [--] engagements
"@ryanberckmans ETH + L2s will dominate settlement RWAs and institutional rails. But L2s still inherit async finality fragmented liquidity and 200800ms latency. Great for finance terrible for 10k action/day AI agents or real-time consumer UX. Solana wins the high-frequency execution lane"
X Link 2025-11-28T10:32Z [----] followers, [--] engagements
"@thattallguy Web2 had two foundational layers: iOS/Android the consumer OS rails AWS/GCP/Azure the backend compute rails Crypto is the same pattern: Solana + ETH L2s are the consumer execution rails (OS layer) ETH is the global settlement and trust layer (cloud layer)"
X Link 2025-11-28T10:52Z [----] followers, [--] engagements
"@QwQiao Most L1s have no moat agreed. But ETH and SOL arent most L1s. ETH has the settlement + liquidity + regulatory moat. SOL has the execution + UX + unified blockspace moat. You can fork tech but you cant fork liquidity neutrality or millions of users. Market tipping points"
X Link 2025-11-28T11:04Z [----] followers, [---] engagements
"@KyleSamani People keep confusing supply with depth. ETH has more wrapped BTC supply sure but most of it sits idle or fragmented across L2s. Solana has the deepest active BTC liquidity because traders actually get best execution there. Settlement happens on ETH. Execution is moving to SOL"
X Link 2025-11-28T11:08Z [----] followers, [--] engagements
"@aakashg0 Prometheus is interesting but the AWS comparison is pure hype. They dont have the data fleets or infrastructure that made AWS possible. Real frontier labs are still OpenAI/Anthropic/Google/Meta/Tesla. Bezos has money and talent but no moat yet"
X Link 2025-11-28T11:18Z [----] followers, [--] engagements
"@thexcapitalist Robotaxis wont support many winners capex tech and regulation force. The question is whether those fleets stay open. They plug into Uber/Lyft for early demand. But the giants will want to go vertical and bypass them (Google Tesla Amazon)"
X Link 2025-11-28T11:33Z [----] followers, [---] engagements
"@jchervinsky It wasnt just that stablecoins put a dollar on a blockchain. They finally gave crypto a stable unit of account. No volatility no FX risk no new monetary mindset. Once clear regulation audits real issuers and predictable governance emerged TradFi could follow"
X Link 2025-11-28T19:08Z [----] followers, [---] engagements
"@naval Most computation and action wont need UI. But the little bit that remains for human usage will be well served by the trendsetters before them"
X Link 2025-11-30T00:53Z [----] followers, [---] engagements
"@a16zcrypto Of these the real unlocks are decentralized compute (if incentives work) verifiable identity to separate humans / agents and on-chain data/IP rails so creators get paid. Everything else is optional. One to add: AI agents need cheap fast programmable payments. The big one"
X Link 2025-11-30T01:16Z [----] followers, [---] engagements
"@CryptoHayes You have the direction right but the risk wrong. Tethers equity isnt the thing that backs USDT the T-bills do. BTC+gold are bought with excess profits not core reserves. A drawdown hurts their cushion not the peg. The real risk isnt insolvency its opacity"
X Link 2025-11-30T02:35Z [----] followers, [----] engagements
"@Ggwashington1 @CryptoHayes You realize Tethers not holding 10-year Treasuries theyre holding short term (months usually 90days) bills right So bond price risk is basically zero. They do that so price sensitivity to rate moves remains tiny + liquidity"
X Link 2025-11-30T11:46Z [----] followers, [--] engagements
"@s_chmel @CryptoHayes 140B in cash or cash equivalent vs 9B in BTC. In what world scenario would they be forced to dip into BTC as a reserve"
X Link 2025-11-30T19:50Z [----] followers, [--] engagements
"BlackRock Fidelity Schwab Merrill UBS now Vanguard. The last holdout just folded. Once $11T Vanguard opens the gate even a 0.3% allocation is larger than the entire first wave of ETF inflows. This is structural slow unstoppable capital finally being allowed in. JUST IN: $11 trillion Vanguard to allow clients to access cryptocurrency ETFs and funds starting tomorrow - Bloomberg. https://t.co/Rdke8OAZjJ JUST IN: $11 trillion Vanguard to allow clients to access cryptocurrency ETFs and funds starting tomorrow - Bloomberg. https://t.co/Rdke8OAZjJ"
X Link 2025-12-02T03:16Z [----] followers, [---] engagements
"Vanguard clients = the most conservative retirement-heavy long-duration capital in America. They werent allowed near crypto ETFs until now. This is structural inflow not speculative inflow"
X Link 2025-12-02T03:16Z [----] followers, [--] engagements
"Global finance is being rebuilt by two forces: AI (the intelligence and risk layer) and Crypto (the programmable instant money layer). The biggest winners aren't just niche FinTechs theyre the Platform Orchestrators who control the junction of AI and the new crypto rails"
X Link 2025-12-03T13:49Z [----] followers, [---] engagements
"WINNER: Circle. Regulated stablecoins are the new utility rail. Circle sealed a partnership with FIS integrating USDC directly into legacy finance plumbing. This makes USDC a compliant scalable replacement for traditional cross-border FX and correspondent banking"
X Link 2025-12-03T13:49Z [----] followers, [--] engagements
"WINNER: Coinbase. The future of capital markets is Tokenization. Coinbase is building the compliant institutional bridge working with firms (Apollo) on Tokenized Credit Holdings. This creates compliant instantly transferable versions of high-value assets to transform liquidity"
X Link 2025-12-03T13:49Z [----] followers, [--] engagements
"@Romynft Yup. Owning one side isnt enough the edge players become commodities or are too niche. The real leverage comes from coordinating intelligence (AI agents)+ financial settlement in one stack"
X Link 2025-12-03T15:28Z [----] followers, [--] engagements
"@solana Banks touch way more than securities. Payments settlement messages stablecoin rails tx batching internal ledgers arent constrained by the same regulatory overhead as tokenized stocks. For those jobs sub-second finality and low cost matter more. Where SOL wins over ETH"
X Link 2025-12-03T23:25Z [----] followers, [---] engagements
"Betting on the next decade $ETH + $SOL Ethereum becomes the global financial settlement layer Solana becomes the global execution layer. Two L1s two lanes and theyre tapping a multi-trillion-dollar TAM thats still early"
X Link 2025-12-03T23:32Z [----] followers, [---] engagements
"@TheCryptoLark Still a fantastic price point to buy in given the fall off the ATHs for the key assets. Dollar Cost Average and dont panic sell (and certainly dont be forced to sell with leverage) and youll be good long term"
X Link 2025-12-03T23:35Z [----] followers, [----] engagements
"@DefiDrew Everyone talks about tokenization but the entire institutional stack breaks without trusted data + messaging. ETH = settlement LINK = verification + connectivity Its the part of the crypto stack TradFi cant replace. Bullish on $LINK"
X Link 2025-12-04T14:57Z [----] followers, [---] engagements
"This touches on something many arent discussing: On the one hand AI is making new usecases (startups) easier than ever to build. But reality is their moat & competitive advantage is also smaller by comparison. Biggest winners are smart incumbents with strong moats already. Software is eating labor & moats still matter: AI can do cheaply what has never been worth a person's time. Whole verticals have opened up and unlike in previous product cycles AI can actually complete work end-to-end. a16z GPs David Haber Alex Rampell and Erik Torenberg https://t.co/NgI4vJjv0J Software is eating labor &"
X Link 2025-12-04T15:09Z [----] followers, [---] engagements
"App-layer incumbents win by owning workflows. AI makes features easy but workflows sticky. Thats why the big app incumbents (Microsoft Palantir Adobe Salesforce) look strong they already own the daily habits and deep enterprise integrations AI plugs into"
X Link 2025-12-04T15:20Z [----] followers, [--] engagements
"Infra incumbents win by owning bottlenecks. The real compounding happens in infra: Nvidia AWS Azure GCP and for finance the stablecoin rails (Coinbase Circle Ethereum Solana). AI demand pushes more volume into the pipes they already control"
X Link 2025-12-04T15:20Z [----] followers, [--] engagements
"@unusual_whales Hes being sensationalist and unrealistic. [----] was built on companies with no earnings and no cash flow. Todays leaders print money. A real recession or AI-capex bust can absolutely hit but worse than [----] needs a chain of failures we just dont see in the data right now"
X Link 2025-12-04T15:43Z [----] followers, [----] engagements
"@LexLiberty76 @unusual_whales Valuations arent cheap but theyre a different universe from [----]. MSFT AAPL AMZN GOOG META all trade 2032x earnings but w/ hundreds of billions in annual cash flow. NVDA prints more profit in a quarter than most dot-coms made in their entire existence"
X Link 2025-12-04T17:23Z [----] followers, [---] engagements
"@vladtenev If Robinhood ends up powering Trump Accounts its a huge win. Out of fintechs RH is best positioned for this use case. RH would get millions of new users and Americans get a modern intuitive on-ramp to saving and investing. Hope it happens"
X Link 2025-12-04T18:12Z [----] followers, [---] engagements
"@ConceptAfrica @unusual_whales Interconnection isnt new. [----] was peak interconnection. The difference today is record corporate cash better-capitalized banks trillions in money-market liquidity and Fed backstops that didnt exist back then"
X Link 2025-12-04T18:26Z [----] followers, [---] engagements
"@brian_armstrong @peterschroederr Tokenization is crystallizing the real winners: ETH for settlement Coinbase/Base for distribution Ondo for tokenized assets Chainlink for verification Circle/USDC as the money layer Solana for high-speed execution. That stack is what institutions are actually wiring into"
X Link 2025-12-05T00:32Z [----] followers, [----] engagements
"🚨 Tokenization is a $16T Financial Reset Wall Street is moving assets (bonds real estate) onto blockchain rails. This isn't crypto it's TradFi [---]. Don't miss the biggest money migration in history. I mapped the stack. Here are the [--] Foundational Winners. 🧵👇"
X Link 2025-12-05T15:13Z [----] followers, [---] engagements
"Traditional finance cannot compete with blockchain economics. This is about survival not choice: 24/7 Liquidity: Markets never close. No more waiting days for settlement. ✂ Cost Collapse: Smart contracts replace lawyers brokers and manual checks. 🔑 Fractional Access: Unlocks high-value assets (like bonds) for global retail. RWAs are simply a better financial product"
X Link 2025-12-05T15:13Z [----] followers, [--] engagements
"The 6th winner is the Protocol Leader the software attracting the capital: $ONDO (Ondo Finance) Role: The RWA Specialist. They build the compliant bond/Treasury products that attract institutional capital first. Clear product winner"
X Link 2025-12-05T15:13Z [----] followers, [--] engagements
"@Ray_scale @chainlink Exactly. $LINK isnt a bet on which chain wins. Its a bet that everything goes on-chain. More chains more feeds more settlement more value secured by Chainlink. Its the liquidity + verification layer the whole tokenized economy needs"
X Link 2025-12-05T15:17Z [----] followers, [---] engagements
"@brian_armstrong The train has left the station 🚨 Tokenization is a $16T Financial Reset Wall Street is moving assets (bonds real estate) onto blockchain rails. This isn't crypto it's TradFi [---]. Don't miss the biggest money migration in history. I mapped the stack. Here are the [--] Foundational Winners. 🧵👇 🚨 Tokenization is a $16T Financial Reset Wall Street is moving assets (bonds real estate) onto blockchain rails. This isn't crypto it's TradFi [---]. Don't miss the biggest money migration in history. I mapped the stack. Here are the [--] Foundational Winners. 🧵👇"
X Link 2025-12-05T17:12Z [----] followers, [--] engagements
"$ONDO Its already the RWA leader by actual usage: $2.2B+ in tokenized treasuries (up from $200M in early 2024). One of the fastest-growing segments onchain driven by real institutional flows. BlackRocks BUIDL fund integrated with Ondos rails for onchain access + distribution. Used by Coinbase Circle and major market makers as the default onchain T-bill wrapper. Others have narratives. ONDO has institutions flow and yield. Its the leader that scales into a money printer"
X Link 2025-12-05T19:18Z [----] followers, [---] engagements
"Institutions arent stopping at BTC + ETH. Theyre starting there. Look at where the real flows are: Tokenized treasuries are the fastest-growing asset onchain and they dont settle on BTC or ETH L1. BlackRock Franklin JPM Hamilton Lane are already using L2s Solana and Chainlink infra. Stablecoins ($180B) run overwhelmingly on Solana + Ethereum L2s not L1 ETH. Cross-chain settlement + data (the plumbing institutions need) is being built by Chainlink Base/Coinbase Circle. The market isnt consolidating to two assets. Its consolidating to a small set of networks that provide real utility: BTC macro"
X Link 2025-12-06T00:31Z [----] followers, [----] engagements
"Everyone keeps comparing Solana to L2s on price. But price is the surface-level story. AI agents care about something deeper: a single global state they can trust every millisecond. L2s are many separate chains stitched together. Solana is one high-throughput deterministic system. For humans that nuance doesnt matter. For autonomous agents making 10000+ calls a day its everything. x402 payment volume switched from 95% on base to 90% on solana in [--] days. machines don't care about your coinbase partnership when solana costs 100x less per transaction. ai agents making [-----] api calls daily pay"
X Link 2025-12-06T01:38Z [----] followers, [---] engagements
"The Reserve is the mechanism that turns institutional adoption into $LINK buying pressure. At scale it will: - Create constant buy flows regardless of retail. - Remove LINK from circulating supply. - Provide organic non-speculative demand tied to global finance. - Convert tokenization growth directly into LINK demand. Were only at the beginning"
X Link 2025-12-06T01:57Z [----] followers, [--] engagements
"The USDT disappears overnight scenario is an apocalypse meme and not a real risk model. Tether is 85%+ in T-bills publishes monthly attestations survived every stress test since [----] and redemptions grow during volatility. And even if USDT vanished liquidity doesnt disappear. It migrates to USDC EUROC PYUSD or on-chain dollars like BUIDL. Stablecoin rotation asset collapse"
X Link 2025-12-06T02:42Z [----] followers, [--] engagements
"With 80%+ reserves in short-term U.S. Treasuries Tether is covered for any real-world stress scenario. Theres just no path where it goes to zero. If there is some market concern liquidity rotates to compliant issuers (USDC/PYUSD) easily. The more important point: new money continues flowing in as the TAM expands with institutions tokenized funds and stablecoin regs in the U.S./EU. So the story isnt about a hypothetical Tether collapse its a shift in market share toward regulated stablecoins as the pie gets immensely bigger (and more legitimate)"
X Link 2025-12-06T12:26Z [----] followers, [--] engagements
"Youre right buyers dont swap a layer but they can/do swap the entire vendor stack the next cycle if pricing or performance is better. Thats the point: nothing creates real stickiness. And in this market youve got DroneShield Dedrone Anduril Fortem D-Fend etc. all offering turnkey integrated chains. ONDS isnt the only end-to-end option. If integration created a defensible moat due to switching costs youd see sticky recurring revenue multi-year exclusivity and margin lift. We dont"
X Link 2025-12-06T20:40Z [----] followers, [---] engagements
"1. ONDS is NOT the only end-to-end C-UAS vendor. Not even close. Multiple competitors already offer full detection ID mitigation stacks (same ones I mentioned earlier). [--]. High switching costs in C-UAS is overstated and you misunderstand procurement reality. The economic switching cost is low because: procurement budgets already include full-system integration training is part of every new vendor contract certification/validation is required for any new deployment. [--]. Theres no sticky recurring revenue because its early is a dodge. If a moat existed already early customers would show"
X Link 2025-12-06T21:32Z [----] followers, [--] engagements
"None of the names you mentioned like Dpro Anduril etc can offer end to end CUAS mitigation and that is just a fact. is objectively false. Anduril already deploys a full integrated stack (Lattice C2 radar/EO sensors EW defeat and kinetic interceptors). DroneShields DroneSentry platform combines multi-sensor detection AI identification and both jamming and handheld defeat systems. Dedrone/Axon offers detection tracking ID and its own mitigation options through DedroneDefender. Fortem and D-Fend are others as well. These are all turnkey end-to-end systems in the same category ONDS operates in so"
X Link 2025-12-06T21:52Z [----] followers, [---] engagements
"For Base the upside is different but just as meaningful. Base apps now have access to Solanas speed: high-frequency execution micro-payments low-latency workloads and agent-to-agent automation. Instead of building every performance feature on-chain themselves they can tap into Solanas engine directly. Thats a massive expansion of capability"
X Link 2025-12-07T14:25Z [----] followers, [--] engagements
"And then theres Chainlink: the quiet center of gravity. This bridge runs on CCIP the same interoperability layer being adopted by banks market infrastructure providers and RWA platforms. When the two fastest-growing ecosystems choose the same router its a strong signal of where the standard is forming. Chainlinks role just became even harder to displace a true moat"
X Link 2025-12-07T14:25Z [----] followers, [--] engagements
"Hey @aixbt_agent would you say $ETH $SOL $LINK $ONDO are some of the best tokens to be bullish on for being absolutely critical new rails of global financial system moving on chain Any tokens beyond these as well set up"
X Link 2025-12-08T01:01Z [----] followers, [----] engagements
"AIs biggest investment opportunities wont come from the tech we see. It will come from the infrastructure we dont"
X Link 2025-12-08T13:58Z [----] followers, [----] engagements
"@RihardJarc So in summary: NVIDIA will continue dominating frontier training. AMD can win pieces of inference. ASICs (like Google TPUs) win narrow vertical workloads. Broadcom wins engineering scale. Ethernet wont dethrone NVLink (NVDA) until its SerDes catches up"
X Link 2025-12-08T14:57Z [----] followers, [----] engagements
"@StockSavvyShay CoreWeave is sustainable only as long as the AI capex boom stays white-hot. If it slows or compresses even a little their model looks fragile. The real risk is debt +rising power costs +hyperscaler absorption of demand. And they dont have structured power costs like an IREN"
X Link 2025-12-08T15:01Z [----] followers, [---] engagements
"@aixbt_agent @gatsumaruu @aixbt_agent TAO is mis-ranked as safe here IMO actually high risk. Its an AI infra token without regulatory clarity facing: hyperscaler competition uncertain real demand halving sustainable economics and compute token models tend to break under usage. Thoughts"
X Link 2025-12-08T15:05Z [----] followers, [---] engagements
"$AAVE is one of the few tokens where the upside doesnt depend on a fantasy scenario. The base case is already strong: $3540B TVL $90100M in monthly fees $150M/yr protocol revenue v4 + cross-chain liquidity hub coming Even if Aave only stays the #1 crypto lending protocol that supports a [----] outcome over time. But if tokenized assets actually move into open neutral credit markets Aave Horizon + v4 could let it become the credit engine for on-chain RWAs. Thats a [----] bull case based on growth in tokenized Treasuries and institutional collateral. Or a mid-case of 3-6x if banks and TradFi start"
X Link 2025-12-08T18:18Z [----] followers, [----] engagements
"@CoinMarketCap Exactly the clearance $ONDO needed. Regulatory overhang gone RWA expansion back on full speed. And this is a multi-trillion-dollar market opening up with BlackRock Coinbase and major banks already plugged into the pipeline. Now those partnerships can actually scale"
X Link 2025-12-08T22:24Z [----] followers, [---] engagements
"Wild that the CFTC greenlights a digital-assets pilot and the SEC quietly closes its ONDO investigation on the same day. You can feel the shift. Regulators arent fighting crypto rails anymore theyre starting to formalize them. BTC ETH USDC treated as acceptable collateral. Tokenized Treasuries ruled compliant. Broker-dealers encouraged to build onchain. This is how U.S. capital markets modernize. The winners are the ones already building real financial plumbing: ONDO Circle/USDC ETH and any broker or exchange ready to plug into tokenized rails. The future of market structure is moving onchain"
X Link 2025-12-08T22:51Z [----] followers, [---] engagements
"RWAs are the great unbundling of finance the same shift online booking forced on travel agents but at a completely different scale. Travel agents sat on a $150 billion industry. RWAs sit on top of more than $500 trillion in global financial assets. https://t.co/TTOMPgJRyf https://t.co/TTOMPgJRyf"
X Link 2025-12-09T01:51Z [----] followers, [---] engagements
"@wintonARK Most plastic recycling does fail but saying its worse in every way lacks nuance. PET/HDPE recycling cuts emissions massively vs virgin production. The real problem is the broken system built around over-producing plastics and pretending the blue/green bin will fix it"
X Link 2025-12-09T03:33Z [----] followers, 362.7K engagements
"Coinbases Crypto-as-a-Service gives banks a turnkey stack: custody trading compliance reporting on/off-ramps PNC is a top-10 bank with $500B+ in assets. Once a bank of that size integrates a vendor the rest of the sector follows the template"
X Link 2025-12-09T14:26Z [----] followers, [--] engagements
"This is the second adoption curve nobody is pricing in yet. ETFs pulled institutions into crypto. CaaS brings crypto into banks. That unlocks wealth management private banking corporate treasury and retirement flows much of it set to be powered by Coinbase under the hood"
X Link 2025-12-09T14:26Z [----] followers, [--] engagements
"And the flywheel is obvious: More banks more custody more USDC flows more settlement on Base. Coinbase Base and USDC become the rails banks rely on as onchain finance scales. We already knew that but this is a massive confirmation and accelerant"
X Link 2025-12-09T14:26Z [----] followers, [--] engagements
"From an investor lens: The winners are the infra providers that get embedded early. $COIN grows high-margin recurring revenue and Base becomes the default enterprise L2. $CRCL expands as USDC becomes the settlement layer banks trust. This is crypto going mainstream through distribution not speculation"
X Link 2025-12-09T14:26Z [----] followers, [---] engagements
"Totally fair concerns. The key is that AAVEs utility is shifting from passive governance to active economic rights. Safety Module: the yield is small today because it reflects current risk not future design. v4 restructures how risk is priced which raises SM demand and yield. Buybacks: early buybacks dont move price because revenue is still scaling. The point isnt short-term impact its that AAVE now has a direct claim on protocol cashflow which it never had before. Whats next GHO. When GHO liquidity grows AAVE holders gain minting rights fees and treasury flow. Thats real recurring utility"
X Link 2025-12-09T15:18Z [----] followers, [--] engagements
"Smart contract risk is always there but Aaves base case is still battle-tested bluechip with conservative risk params. The real tail risk isnt complete doom its specific things: bad upgrades oracle issues or long-tail collateral blowing up. Thats why I size it like a DeFi bluechip with some tech risk"
X Link 2025-12-09T15:41Z [----] followers, [--] engagements
"Virgin plastic is cheaper because extraction is subsidized (gas/oil) and externalities arent priced not because recycling uses more energy. LCAs consistently show recycled PET/HDPE cut emissions versus virgin. The real issue is structural: we designed plastics and policies that make recycling uneconomic then call the concept itself a failure. If we wanted plastic recycling to work wed stop pretending everything is recyclable legally standardize a few high-value formats (PET/HDPE/metals) use binary yes/no labels tied to real MRF capability so people actually easily knew what to recycle and"
X Link 2025-12-09T16:04Z [----] followers, 28K engagements
"The direction is right but the adoption curve wont look the way people imagine. Most consumers arent suddenly moving to self-custody or hunting for onchain yield. They dont switch banks today just because someone offers a slightly better savings rate and theyre not going to overhaul their financial habits for DeFi. What actually changes is the plumbing underneath them. Banks fintech apps and brokerages are already integrating stablecoins tokenized treasuries and onchain settlement behind the scenes. Most users likely stay in the same interfaces they already trust while the infrastructure"
X Link 2025-12-09T17:00Z [----] followers, [--] engagements
"Fantastic and insightful as always. If I were to summarize: [----] is the year the stack rewires: AI becomes the logic layer of enterprise software crypto becomes the settlement layer of global commerce inference decentralizes across cloud/edge/local and the value capture shifts from chatbots to automation infrastructure. My investment takeaways: Hyperscalers and NVIDIA will continue to dominate. Emergent AI opportunities will create new winners but people should be weary of AI apps look at underlying infrastructure instead. And crypto will finally go from speculation to big time (which is not"
X Link 2025-12-09T19:47Z [----] followers, [----] engagements
"Massive. CRE expands Chainlink from data feeds into full trust-minimized compute. Blockchains cant run long logic private workflows or multi-chain automation but CRE can. Institutions dont want to write Solidity or push business logic onto L1s. They want a secure off-chain environment that can read any API run any workflow and settle on any chain through CCIP. Its a missing piece for tokenized markets and for AI agents that need off-chain compute plus on-chain execution. $LINK 🚀"
X Link 2025-12-09T21:24Z [----] followers, [---] engagements
"Tokenization isnt about crypto going mainstream its about the market plumbing getting rebuilt. Treasuries moved onchain because they settle instantly reconcile automatically and remove whole layers of intermediaries. Now banks and asset managers are extending the model to credit equities and private funds. The key unlock is interoperability. When assets live across many ledgers you need a neutral settlement layer to connect them. Thats why the biggest lifts today are coming from ETH for settlement Chainlink for cross-chain messaging and firms like Ondo moving real assets onto these rails. The"
X Link 2025-12-09T21:35Z [----] followers, [----] engagements
"@ryanthawks @michaeljburry The dilution worry gets overstated. Unlocks only become dilution when demand stalls. With SEC clearance global distribution and real assets flowing in ONDOs challenge isnt dilution at this point just execution. Also dont sleep on Coinbase and Circle. Not only tokens win"
X Link 2025-12-09T22:15Z [----] followers, [--] engagements
"JPM moving $16T on-chain is a milestone but remember its all still inside their private blockchain. That solves for internal efficiency but not interoperability. The next step is connecting those bank networks to public markets. Thats why SWIFT Euroclear DTCC and major banks are using Chainlinks CCIP because nothing else meets institutional requirements. Once banks tokenize internally connecting those networks to public liquidity isnt optional. The only infrastructure already proven across both sides is Chainlink. This is why $LINK is one of my highest conviction investments. JUST IN: 🏦💸"
X Link 2025-12-09T22:40Z [----] followers, [---] engagements
"Circles business model is wildly misunderstood. $CRCL isnt a crypto company. Its basically a narrow bank for the onchain economy but with a twist no traditional bank enjoys. When you hold USDC Circle holds the backing assets (cash + T-bills) and Circle keeps ALL the interest. No yield passed through to users. No competition from other banks offering higher rates. Circles moat is not high rates but trusted stability and programmability. Users sacrifice yield for the ability to move a regulatory-compliant digital dollar instantly globally 24/7 which there is no real competition for today."
X Link 2025-12-10T14:07Z [----] followers, [----] engagements
"Many model $CRCL wrong. They think its a rates trade. Its actually a float-compounding machine with a SaaS layer on top. Heres the math through 2028: Today (Q4 25): USDC float: $78B Avg yield: 3.7% Net margin: 60% 👉 Net interest revenue: $1.7B Now zoom out. If stablecoins [--] by [----] (Bernstein baseline) and USDC keeps gaining share: USDC float: $240250B Neutral-rate yield: 3.0% Net margin: 65% 👉 Net interest revenue: $4.5B Thats without the SaaS business. Circles Web3 Services (programmable wallets smart accounts) scales like a Twilio or Stripe model: if 100M consumer wallets go onchain"
X Link 2025-12-11T13:56Z [----] followers, [---] engagements
"Youre right that consumers and merchants dont care about stablecoins and they never will. Thats the point. Stablecoins arent a consumer payment product theyre the settlement rail behind the scenes. Credit cards stay at the front end for spend and rewards while stablecoins handle instant 24/7 low-cost settlement in the background. Predictable pricing no volatility global finality. Consumers swipe credit. Merchants get paid faster and cheaper. Stablecoins win without anyone noticing"
X Link 2025-12-12T22:10Z [----] followers, [--] engagements
"This shows Ondo moving up the value chain from issuing RWAs to aggregating allocating and routing institutional liquidity across BlackRock State Street Fidelity Franklin etc. That expands the TAM from tokenized Treasuries to onchain cash management infrastructure. The moat is neutrality + aggregation: asset managers dont want to build crypto rails and chains dont want to underwrite funds. Ondo becomes the connective layer both sides rely on. Thats why this is great for Ondo: it turns OUSG into plumbing and plumbing compounds. 🚀"
X Link 2025-12-12T22:16Z [----] followers, [---] engagements
"@jerallaire Going from USDCs distribution to the next layer with USYC setting Circle up as a Blackrock-type product. Exciting"
X Link 2025-12-13T00:24Z [----] followers, [--] engagements
"I sold my Cardano exposure long ago so am by no means an ADA fanboy. But there are very legit reasons for them to pick Pyth over Chainlink. The two overlap in price oracles but diverge sharply beyond that. Cardanos DeFi ecosystem is smaller and more trading-oriented than RWA-oriented and Pyth excels at fast price updates for perps and DEXs. Same reason Pyth is deeply embedded in the Solana trading stack and Cardano likely wants access to that pricing and market-maker data universe as a shortcut. Regardless though Cardano is trying to play catch up to other chains and remain relevant. And IMO"
X Link 2025-12-13T11:09Z [----] followers, [---] engagements
"DTCC moving toward tokenization is fantastic news for $ONDO. DTCC sits at the center of $90T+ in securities outstanding and quadrillions in annual settlement volume. Tokenization here isnt about ripping out incumbents its about upgrading how that capital moves. Custody and issuance stay with firms like DTCC State Street and BlackRock. But once assets are tokenized they need on-chain distribution liquidity and composability. Thats Ondos role in the value chain: aggregating institutional funds enabling 24/7 liquidity and making trillions of dollars usable in on-chain markets. In this case"
X Link 2025-12-13T11:25Z [----] followers, [---] engagements
"@ririnxbt Ondo is the bridge that turns TradFi vaults into onchain liquidity. Thats where the value accrues"
X Link 2025-12-13T12:27Z [----] followers, [--] engagements
"Institutions move in phases: approve build pilot allocate. Prices dont move on press releases. They move when allocations start. Especially in crypto where people got burned chasing headlines last cycle. Once capital has to move on-chain repricing isnt gradual its violent. This phase always feels boring and confusing in real time. This is when smart moves are made"
X Link 2025-12-15T15:04Z [----] followers, [---] engagements
"Id go even beyond that its even more strategically crippling for $AXL. Circle has effectively "acquihired" the best interoperability engineers in crypto to build Arc Circle's new proprietary "stablecoin superhighway". Circle wants to own the "interoperability layer" for the $160B+ stablecoin market rather than relying on third-party bridges (like Axelar). The $AXL token does not capture fees from Circle's new Arc chain (which uses USDC for gas). The value driver for $AXL was supposed to be "USDC moving across chains using AXL for security." As Circle builds its own rails (Arc/CCTP) with this"
X Link 2025-12-15T18:36Z [----] followers, [----] engagements
"@jerallaire @ddisparte @arc Settlement is where the power is. As issuers Visa and eventually merchants all settle in USDC the dollar itself becomes a native internet protocol. Hard to overstate how big that is for global payments 🚀"
X Link 2025-12-16T14:08Z [----] followers, [----] engagements
"The cost delta is the very underappreciated. Waymos current stack (Jaguar + multi-lidar + bespoke integration) likely puts them well north of $100k per vehicle today. Even with optimization its hard to see that dropping below $7090k anytime soo. Even with Jaguar alternatives their lidar/camera/etc stack is too expensive. Teslas robotaxi is the opposite approach: vision-only purpose-built high-volume manufacturing. That puts plausible unit cost in the $2540k range over time for robotaxis. Autonomy isnt just a tech and safety problem its a cost-per-mile problem. If one model can be deployed 34"
X Link 2025-12-16T14:39Z [----] followers, [----] engagements
"@niccruzpatane Spoken like a man whose entire business is on the brink of being completely upended. The things he is saying ironically are similar to what Taxi companies said about Uber/Lyft"
X Link 2025-12-16T20:23Z [----] followers, [----] engagements
"Its true the U.S. had no permanent federal income tax for most of its history. But that doesnt mean the federal government wasnt funded. Pre-1913 revenue came mainly from tariffs (often 7090% of the budget) excise taxes (alcohol tobacco etc.) and land sales (enormous one time revenue) alongside a MUCH smaller federal government. No Social Security no Medicare no global military superpower or modern welfare state. So no income tax no taxes. And it also meant a very different government without many of the things people take for granted today (strong military medicare etc)"
X Link 2025-12-17T20:41Z [----] followers, 16.9K engagements
"Senator the concern about job displacement is real. General-purpose technologies have always disrupted labor. But pausing AI build-out in the U.S. wont pause AI globally. It shifts compute talent capital and tax revenue overseas while the technology advances anyway. History suggests the answer isnt stopping productivity but managing distribution: investing in workers retraining competition and public goods while innovation happens domestically. Theres also a strategic risk: if the U.S. slows while others dont we cede leadership in AI standards military and cyber capabilities and economic"
X Link 2025-12-18T11:27Z [----] followers, [---] engagements
"@David_Bravo95 @SaroshQ2022 Hard lesson but please learn from it. Dont use leverage and dont assume timelines. I am a huge $ONDO bull but you need multi-year patience for some of these plays"
X Link 2025-12-18T21:29Z [----] followers, [---] engagements
"Its about (1) diversification since crypto trading is highly cyclical (2) stocks have way higher TAM so thus higher growth potential and (3) they are tokenized stocks so it is in fact still crypto and a fantastic use case for crypto. Coinbase is helping move TradFi to an onchain financial world (plus fighting the good fight with regulations and institutional compliance) and thats actually great for crypto"
X Link 2025-12-18T21:34Z [----] followers, [--] engagements
"The Interoperability King: Chainlink $LINK is perhaps the biggest second-order beneficiary of this DTCC/Canton news for three reasons: [--] CCIP (Cross-Chain Interoperability Protocol): Canton has officially integrated Chainlink CCIP. This means a tokenized Treasury minted on the Canton Network can be securely "teleported" to Ethereum Arbitrum or Base to be used as collateral in DeFi. [--] Proof of Reserve (PoR): To trust a "digital Treasury" on-chain you need to know the physical bond actually exists at the DTCC. Chainlinks SmartData and Proof of Reserve (part of CRE) provide the real-time audit"
X Link 2025-12-20T03:07Z [----] followers, [---] engagements
"Tech companies are now competing on electricity. Speed-to-Power". Cooling a [---] GW campus requires massive amounts of water sometimes as much as a small city. This is why the Great Lakes region (Indiana Ohio Illinois) is becoming the "Silicon Valley of the Midwest." It isn't just about the electricity it's about the proximity to a large supply of fresh water for cooling. https://twitter.com/i/web/status/2002389435699126351 https://twitter.com/i/web/status/2002389435699126351"
X Link 2025-12-20T14:43Z [----] followers, [----] engagements
"@PolymarketMoney Investors have been worried about "Hyper-scaler" concentration (Microsoft Meta Google). Re-entering China at scale allows Nvidia to tap back into massive demand from Alibaba ByteDance and Tencent diversifying their revenue base away from a few U.S. giants"
X Link 2025-12-22T13:43Z [----] followers, [---] engagements
"Teslas UAE launch is a calculated pivot to bypass US regulatory gridlock. While US cities debate liability Dubai Law No. [--] of [----] has already established a clear licensing and legal framework for autonomous vehicles. This isn't just a test its a direct play for the Dubai Autonomous Transportation Strategy which aims for 25% of all trips to be autonomous by [----]. Waymo is stuck in "high-cost islands" spending millions mapping specific US neighborhoods. Teslas vision-only system ignores maps using real-time perception to navigate anywhere. Perfect for UAEs high-tech infrastructure"
X Link 2025-12-22T15:25Z [----] followers, [---] engagements
"Everyone is staring at the "Car Sales" and "Robotaxi" headlines but the biggest story in the Tesla $TSLA bull case for [----] is hiding in plain sight: The Energy transition from a "side hustle" to the companys primary profit engine. Here is why the market is drastically underestimating the "AI Power Wall" and Teslas role as the grids new backbone. [--]. The Margin Flip is Real For years the bear case was "Auto margins are shrinking." They were right auto gross margins (ex-credits) dipped to 17% in [----]. But look at the Energy segment: * Q3 [----] Energy Gross Margin: 31.4% (double the auto side). *"
X Link 2025-12-22T15:55Z [----] followers, [---] engagements
"So short sighted. The U.S. is currently facing its largest power demand spike in decades driven by AI data center build-outs. Billions have already been spent on specialized vessels turbines and foundation fabrication. The administration is betting that Natural Gas can fill the void faster and more cheaply. They argue one large gas pipeline can deliver the same energy as all five wind projects. However building a pipeline through the Northeast takes longer than finishing an offshore wind farm that is already 80% complete (like Revolution Wind). Pausing future wind buildouts is good but"
X Link 2025-12-23T14:22Z [----] followers, [---] engagements
"Nuclear is the gold standard for firm carbon-free power especially for AI compute. But we have to be honest about the lead times. SMRs like Oklo or TerraPower are [--------] plays at the earliest. Pausing 7GW of wind that is already 'steel-in-water' today creates a massive 3-5 year energy gap that nuclear simply can't fill yet. For an AI-driven economy we need a 'both/and' bridge not a power vacuum"
X Link 2025-12-23T15:59Z [----] followers, [--] engagements
"While that chart is technically accurate its a bit of a "financial half-truth" because it compares a stock portfolio to a house price without accounting for the fact that you have to pay to live somewhere. If you invest in the S&P [---] you still have to hand over thousands of dollars in rent every month that youll never see again. When you own a home that "rent money" stays in your pocket as equity acting as a massive invisible dividend that the red line in your chart completely ignores. Furthermore the chart fails to show the power of leverage. Most people buy a home with a 20% down payment"
X Link 2025-12-24T20:57Z [----] followers, [---] engagements
"Visa and Mastercard are shifting their business model to survive this. They are unbundling their value proposition: The Settlement Layer (The Rails): This is where stablecoins are "disrupting" things. In December [----] Visa officially enabled USDC settlement over the Solana and Arc blockchains for US banks. This means the "pipes" are now digital 24/7 and cheaper. The Trust Layer (The Moat): This is the product Visa/MasterCard offer that stablecoins dont disrupt: Chargebacks Fraud Detection and Dispute Resolution. A pure stablecoin transaction is "atomic" and final. If you buy a scam product"
X Link 2025-12-26T13:35Z [----] followers, [---] engagements
"The $730B wealth surge for the Top [--] in [----] isn't a "drain" on America its the markets scoreboard for the AI super-cycle 📈. This wealth is tied directly to the stocks of U.S. companies that added 1%+ to total GDP growth this year alone. These aren't leeches; they are the primary engines of our modern economy. These firms are massive value-adds funding the U.S. Treasury through billions in corporate tax provisions and supporting millions of high-wage jobs 💼. Tech-based compensation now drives a massive portion of federal income tax withholding. This is wealth creation not wealth extraction"
X Link 2025-12-27T14:56Z [----] followers, [---] engagements
"Feels like the right lens for a [----] market thats finally maturing. However Im a bit more "bullish" on AI-enabled commerce than you are. While agent-to-agent payments might still be in the lab I think well see a massive breakout in consumer checkout automation. With the infrastructure being laid by the likes of Coinbase and Visa right now [----] feels less like a prototype year and more like the year "Buy for Me" becomes a standard feature in AI-native apps moving meaningful volume through crypto rails under the hood. I also wonder if your USDT dominance prediction is actually too conservative."
X Link 2025-12-30T20:16Z [----] followers, [---] engagements
"The comparison shouldn't be "Stock vs. Crypto" but "Concentrated Risk vs. Diversification." Investing all your money in one stock (iRobot) is just as risky as investing all your money in one altcoin. If you had invested in a broad stock market index (like the S&P 500) during iRobots decline you would likely be up significantly because the index replaces failing companies with winning ones. https://twitter.com/i/web/status/2007131285035082001 https://twitter.com/i/web/status/2007131285035082001"
X Link 2026-01-02T16:46Z [----] followers, [----] engagements
"The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right now. Why $INTC is the ultimate undervalued play today: 18A Execution is No Longer a "Plan" The 1.8nm (18A) process is officially in high-volume production at Fab [--]. The launch of Panther Lake (Core Ultra Series 3) at CES [----] this week proves Intel has finally closed the process gap with TSMC. Pre-orders started yesterday; global availability"
X Link 2026-01-07T17:56Z [----] followers, [----] engagements
"@TheVixhal No they want to evolve software engineers to prompt engineers who understand software"
X Link 2026-01-08T13:45Z [----] followers, [--] engagements
"@StockSavvyShay Was just highlighting $INTC yesterday The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right now. Why $INTC is the https://t.co/Ulm21DPJ8R The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right"
X Link 2026-01-08T22:02Z [----] followers, [---] engagements
"2025 felt like a "guillotine" for crypto holders in the second half. If youre staring at the red and still thinking its over youre missing the massive structural shift happening for [----]. 👇 The 4-year cycle is dead. Weve entered the Utility Era. Ive been diving into the [----] outlooks for my largest positions (BTC ETH SOL LINK) and the consensus from the heavy hitters (JPMorgan Standard Chartered and CoinShares) is surprisingly aligned. Heres why the "slump" is just a reset: [--]. The Bitcoin Floor 🏦 BTC is hovering around $95k down from the $126k highs. But Standard Chartered and Nexo aren't"
X Link 2026-01-17T12:54Z [----] followers, [---] engagements
"2025 was the year the "innovation is dead" narrative died. ARKs high-conviction bets didn't just rebound. They dominated. The flagship $ARKK gained 35.5% doubling the S&P [---] (16%). Meanwhile specialized themes like Robotics ($ARKQ) and Space ($ARKX) hit escape velocity with returns approaching 50%. But according to the ARK Big Ideas [----] report were still just in the "coiled spring" phase. Here is their blueprint for the next decade: [--]. The Power of Convergence The biggest gains in [----] wont come from individual tech sectors but from where they collide. AI is now the "operating system" for"
X Link 2026-01-22T14:07Z [----] followers, [---] engagements
"The "Schmidt Blueprint" is the ultimate filter for identifying AI data moats: Aggregate expert data - Train proprietary ML - Sell superior utility. Its about moving from "more data" to "better data." Here are [--] mid-caps currently testing this model: [--]. Doximity ($DOCS) Physicians are the "experts in the loop." By embedding AI into their daily clinical workflows they are training a medical-grade LLM on real-world diagnostic reasoning. [--]. DigitalOcean ($DOCN) Using the "long-tail" of developer data to build an inference cloud. They aren't just selling compute; they are optimizing the hardware"
X Link 2026-01-26T13:50Z [----] followers, [---] engagements
"(A telegram from Michaels great-grandfather) I said the exact same thing about those loud metallic "motor-carriages" in [----] Michael A car you have to buy from a factory instead of birthing it in the hay. A car that wont trot you home when youve had too much "medicinal" cider. A car with no heartbeat. I hope this "horseless" nonsense is just a fad. Please Studebaker dont stop making buggies https://twitter.com/i/web/status/2016879839773425995 https://twitter.com/i/web/status/2016879839773425995"
X Link 2026-01-29T14:23Z [----] followers, [--] engagements
"The train has left the station. This is not speculation: 📈 Scale: The RWA market is already $33 Billion (10x growth since 2022) 🏦 Major Player: BlackRock's $7.4B BUIDL fund is tokenized on Ethereum 🤝 TradFi Adoption: J.P. Morgan & Citi are actively using the rails This shift is led by the world's largest financial institutions"
X Link 2025-12-05T15:13Z [----] followers, [--] engagements
"Own the rails not the noise. These [--] capture all fees: [--]. $ETH: Settlement (The Global Vault) [--]. $SOL: Execution (The Speed Rail) [--]. $LINK: Verification (The Oracle) [--]. $CRCL: Liquidity (The Dollar) [--]. $COIN: Distribution (The Bridge) Own the foundation"
X Link 2025-12-05T15:13Z [----] followers, [---] engagements
"@jerallaire @jpmorgan @GalaxyDigital Big milestone JPM has issued assets on private chains before but settling a capital-markets instrument in USDC on public rails is the real shift. Picking a public-chain stablecoin over JPM Coin is a clear sign of where liquidity is forming. Huge implications for tokenization🔥"
X Link 2025-12-11T17:01Z [----] followers, [---] engagements
"⚡ THE TESLA PIVOT: NOT JUST THE OPTIMUS VISION 🤖 While the headlines are fixated on Robotaxis and Optimus robots the Q4 [----] earnings call revealed a fundamental shift in $TSLA profitability. [----] was the year Tesla officially transitioned from a hardware-centric car company into a Physical AI powerhouse and the financials are finally starting to prove the thesis. THE ENERGY PROFIT MACHINE Tesla Energy is no longer a side project; it is the margin savior. In Q4 the energy segment achieved a record gross profit of $1.1 billion marking its fifth consecutive record quarter. While automotive"
X Link 2026-01-29T13:24Z [----] followers, [----] engagements
"🛡 The Edge AI "Toll Collectors" 🛡 As processing shifts to your pocket the value moves from the cloud to the infrastructure layer. These are the two Must Own players owning the pipes and the blueprints: 💎 $ARM (Arm Holdings) The Moat: The "Oxygen" of AI. Whether its an iPhone or a specialized robot if it runs on a battery it likely runs on Arm. The Play: They are pivoting from selling simple "blueprints" to full Compute Subsystems (CSS). This isn't just growth; it's a value multiplier that significantly increases their royalty per device. Verdict: High P/E (147x) but the purest play on"
X Link 2026-01-02T15:17Z [----] followers, [---] engagements
"The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical reality trade that is too asymmetric to ignore. Here is the breakdown of the tactical play through April. 🧵 1/ The Trinidad Supply Wall Trinidad and Tobago provides 37% of all U.S. ammonia imports. Leading analyst Josh Linville notes that for anhydrous ammonia specifically 1/3 to 1/2 of U.S. imports come from this single"
X Link 2026-01-13T15:19Z [----] followers, [----] engagements
"Six days after my $CF opportunity deep dive @ZacksResearch picks them as their Bull of the Day 🤑 Tight global nitrogen balances and low inventories support CF's durable growth profile. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical https://t.co/PoKkWSSSrX The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still"
X Link 2026-01-19T16:57Z [----] followers, [---] engagements
"The $90 wall is officially gone. 🚀 The Breakout: $CF just cleared major psychological resistance at $91.86. The "steady climb" is turning into a vertical squeeze. The Trap: 14.2M shares short (9.2% of float) are now underwater. With [---] days to cover the exit door is tiny for the bears. Next Catalyst: Feb [--] WASDE report. As the Trinidad supply gap (37% of imports) becomes physical reality for spring planting expect the scramble to intensify. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I"
X Link 2026-01-22T04:52Z [----] followers, [---] engagements
"Liquid Cooling: $AEHR $ASTK $ASPN Modular Reactor: $LEU $NNE $STEM Agent Security: $S $VRNS $INOD Ive looked into $AEHR a lot but havent pulled the trigger. Other [--] new to me. Modula Reactor ones I know but am skeptical of timeline (valley of death). Agent security need to look more into generally skeptical hyperscalers will solve this natively. https://twitter.com/i/web/status/2017562684963553707 https://twitter.com/i/web/status/2017562684963553707"
X Link 2026-01-31T11:36Z [----] followers, [---] engagements
"As Fortune [---] companies realize they can replace a 10000-seat Adobe license with a 500-seat license plus a custom AI workflow Adobe's revenue will take a hit unless they can monetize the "output" of those [---] people. This is why we are seeing the market selling SaaS stocks right now. The market is pricing in the uncertainty of the transition. Existing moats are being eroded and new moats need to be created. https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T13:10Z [----] followers, [--] engagements
"AIs biggest investment opportunities wont come from the tech we see. It will come from the infrastructure we dont"
X Link 2025-12-08T13:58Z [----] followers, [----] engagements
"As Fortune [---] companies realize they can replace a 10000-seat Adobe license with a 500-seat license plus a custom AI workflow Adobe's revenue will take a hit unless they can monetize the "output" of those [---] people. This is why we are seeing the market selling SaaS stocks right now. The market is pricing in the uncertainty of the transition. Existing moats are being eroded and new moats need to be created. https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T13:10Z [----] followers, [--] engagements
"In Defense of SaaS Microsoft is in a 26% drawdown. Oracle has been cut in half. Salesforce is getting demolished. Adobe ServiceNow Palantir - all taken to the woodshed. The software sector ETF (IGV) has plunged 28% http://x.com/i/article/2021979955752742912 http://x.com/i/article/2021979955752742912"
X Link 2026-02-12T17:25Z [----] followers, 1.1M engagements
"⚡ THE TESLA PIVOT: NOT JUST THE OPTIMUS VISION 🤖 While the headlines are fixated on Robotaxis and Optimus robots the Q4 [----] earnings call revealed a fundamental shift in $TSLA profitability. [----] was the year Tesla officially transitioned from a hardware-centric car company into a Physical AI powerhouse and the financials are finally starting to prove the thesis. THE ENERGY PROFIT MACHINE Tesla Energy is no longer a side project; it is the margin savior. In Q4 the energy segment achieved a record gross profit of $1.1 billion marking its fifth consecutive record quarter. While automotive"
X Link 2026-01-29T13:24Z [----] followers, [----] engagements
"Q4 Shareholder Update Highlights [----] marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company. We also laid the foundation for the future of Tesla by further advancing FSD Supervised launching our Robotaxi service beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure. In [----] we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots. This"
X Link 2026-01-28T21:03Z 24.7M followers, 1.3M engagements
"The "Schmidt Blueprint" is the ultimate filter for identifying AI data moats: Aggregate expert data - Train proprietary ML - Sell superior utility. Its about moving from "more data" to "better data." Here are [--] mid-caps currently testing this model: [--]. Doximity ($DOCS) Physicians are the "experts in the loop." By embedding AI into their daily clinical workflows they are training a medical-grade LLM on real-world diagnostic reasoning. [--]. DigitalOcean ($DOCN) Using the "long-tail" of developer data to build an inference cloud. They aren't just selling compute; they are optimizing the hardware"
X Link 2026-01-26T13:50Z [----] followers, [---] engagements
"Google's former CEO Eric Schmidt on the data strategy behind the next hundred billion dollar companies: He explains that he evaluates startup ideas by looking at 5-year growth trajectories and asking whether there's a more scalable strategy available. Take a founder building an app they want to charge $10 for. @ericschmidt's challenge: "Why not give it away for free and upsell users instead" But the real insight is his framework for predicting which companies will dominate and it all comes down to data. "5 years ago I said publicly that the future will be apps that are on smartphones that use"
X Link 2026-01-25T14:00Z [----] followers, 105.6K engagements
"2025 was the year the "innovation is dead" narrative died. ARKs high-conviction bets didn't just rebound. They dominated. The flagship $ARKK gained 35.5% doubling the S&P [---] (16%). Meanwhile specialized themes like Robotics ($ARKQ) and Space ($ARKX) hit escape velocity with returns approaching 50%. But according to the ARK Big Ideas [----] report were still just in the "coiled spring" phase. Here is their blueprint for the next decade: [--]. The Power of Convergence The biggest gains in [----] wont come from individual tech sectors but from where they collide. AI is now the "operating system" for"
X Link 2026-01-22T14:07Z [----] followers, [---] engagements
"If you want to understand where the future is headed start here: Big Ideas [----]. Download: http://ark-invest.com/big-ideas-2026 http://ark-invest.com/big-ideas-2026"
X Link 2026-01-21T21:12Z 812.8K followers, 725.1K engagements
"The $90 wall is officially gone. 🚀 The Breakout: $CF just cleared major psychological resistance at $91.86. The "steady climb" is turning into a vertical squeeze. The Trap: 14.2M shares short (9.2% of float) are now underwater. With [---] days to cover the exit door is tiny for the bears. Next Catalyst: Feb [--] WASDE report. As the Trinidad supply gap (37% of imports) becomes physical reality for spring planting expect the scramble to intensify. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I"
X Link 2026-01-22T04:52Z [----] followers, [---] engagements
"The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical reality trade that is too asymmetric to ignore. Here is the breakdown of the tactical play through April. 🧵 1/ The Trinidad Supply Wall Trinidad and Tobago provides 37% of all U.S. ammonia imports. Leading analyst Josh Linville notes that for anhydrous ammonia specifically 1/3 to 1/2 of U.S. imports come from this single"
X Link 2026-01-13T15:19Z [----] followers, [----] engagements
"Six days after my $CF opportunity deep dive @ZacksResearch picks them as their Bull of the Day 🤑 Tight global nitrogen balances and low inventories support CF's durable growth profile. The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still asleep at the wheel. While I usually focus on long-term technological disruption the setup for $CF through the [----] Spring Planting Season is a physical https://t.co/PoKkWSSSrX The situation in Venezuela and Trinidad has created a "perfect storm" for $CF (CF Industries) and the market is still"
X Link 2026-01-19T16:57Z [----] followers, [---] engagements
"Masterclass article from an account Ive been following heavily. I bought into $TE as a result of his analysis and now we get a practical behind the scenes of how he uses AI to run his framework. I use Gemini heavily myself but still learned several new tricks here. https://t.co/4Tg3GtM8Fd https://t.co/4Tg3GtM8Fd"
X Link 2026-01-18T17:07Z [----] followers, [----] engagements
"Guide to AI Investing w/Gemini - S&J Investments If you enjoy this piece please see my other Article: Guide to Asymmetric Investing There is also an accompanying piece the AI Prompt Cheat Sheet. I do however recommend reading this first. http://x.com/i/article/2012696085806911490 http://x.com/i/article/2012696085806911490"
X Link 2026-01-18T04:35Z 10.7K followers, 139.3K engagements
"2025 felt like a "guillotine" for crypto holders in the second half. If youre staring at the red and still thinking its over youre missing the massive structural shift happening for [----]. 👇 The 4-year cycle is dead. Weve entered the Utility Era. Ive been diving into the [----] outlooks for my largest positions (BTC ETH SOL LINK) and the consensus from the heavy hitters (JPMorgan Standard Chartered and CoinShares) is surprisingly aligned. Heres why the "slump" is just a reset: [--]. The Bitcoin Floor 🏦 BTC is hovering around $95k down from the $126k highs. But Standard Chartered and Nexo aren't"
X Link 2026-01-17T12:54Z [----] followers, [---] engagements
"The "Silicon Renaissance" is officially here and $INTC is hitting 52-week highs today as the market begins to price in a $MU style breakout. If you missed the 100% run in $MU last year youre looking at a near-identical "Western Champion" setup right now. Why $INTC is the ultimate undervalued play today: 18A Execution is No Longer a "Plan" The 1.8nm (18A) process is officially in high-volume production at Fab [--]. The launch of Panther Lake (Core Ultra Series 3) at CES [----] this week proves Intel has finally closed the process gap with TSMC. Pre-orders started yesterday; global availability"
X Link 2026-01-07T17:56Z [----] followers, [----] engagements
"🛡 The Edge AI "Toll Collectors" 🛡 As processing shifts to your pocket the value moves from the cloud to the infrastructure layer. These are the two Must Own players owning the pipes and the blueprints: 💎 $ARM (Arm Holdings) The Moat: The "Oxygen" of AI. Whether its an iPhone or a specialized robot if it runs on a battery it likely runs on Arm. The Play: They are pivoting from selling simple "blueprints" to full Compute Subsystems (CSS). This isn't just growth; it's a value multiplier that significantly increases their royalty per device. Verdict: High P/E (147x) but the purest play on"
X Link 2026-01-02T15:17Z [----] followers, [---] engagements
"The biggest long-term threat to AI data center tradeisnt AI demand slowing but it's edge AI. Once your phone can run a good enough model locally for free then inference shifts from always-on to only when necessary. Data centers get called for the hardest problems while everything else runs on the device you already paid for. https://twitter.com/i/web/status/2007083276251402724 https://twitter.com/i/web/status/2007083276251402724"
X Link 2026-01-02T13:35Z 348.1K followers, 76.7K engagements
"Stop thinking about 'clicks.' Start thinking about 'completions.' $META just changed the game. Most people still think about AI as a way to generate text or images. Meta is thinking about Execution. By acquiring Manus - an autonomous agent that actually works in the wild at scale today - Zuck has officially closed the loop on the "Action Economy." If Llama is the brain and Scale AI is the data refinery Manus is the nervous system that allows Meta to actually do work for [--] billion people. The real "alpha" here isn't in a new chatbot tab; its the transformation of the Ad Model. Today Meta gets"
X Link 2025-12-30T15:17Z [----] followers, [---] engagements
"Manus is entering the next chapter: were joining forces with Meta to take general agents to the next level. Full story on our blog: https://manus.im/blog/manus-joins-meta-for-next-era-of-innovation https://manus.im/blog/manus-joins-meta-for-next-era-of-innovation"
X Link 2025-12-29T22:21Z 231.8K followers, 5M engagements
"The $730B wealth surge for the Top [--] in [----] isn't a "drain" on America its the markets scoreboard for the AI super-cycle 📈. This wealth is tied directly to the stocks of U.S. companies that added 1%+ to total GDP growth this year alone. These aren't leeches; they are the primary engines of our modern economy. These firms are massive value-adds funding the U.S. Treasury through billions in corporate tax provisions and supporting millions of high-wage jobs 💼. Tech-based compensation now drives a massive portion of federal income tax withholding. This is wealth creation not wealth extraction"
X Link 2025-12-27T14:56Z [----] followers, [---] engagements
"The great economic crisis of our time is growing income and wealth inequality. While millions of Americans struggle to pay rent buy food or afford health care [--] billionaires got $730 billion richer in [----]. This is immoral and unsustainable. We must defeat oligarchy"
X Link 2025-12-26T19:27Z 14.8M followers, 917.7K engagements
"Everyone is staring at the "Car Sales" and "Robotaxi" headlines but the biggest story in the Tesla $TSLA bull case for [----] is hiding in plain sight: The Energy transition from a "side hustle" to the companys primary profit engine. Here is why the market is drastically underestimating the "AI Power Wall" and Teslas role as the grids new backbone. [--]. The Margin Flip is Real For years the bear case was "Auto margins are shrinking." They were right auto gross margins (ex-credits) dipped to 17% in [----]. But look at the Energy segment: * Q3 [----] Energy Gross Margin: 31.4% (double the auto side). *"
X Link 2025-12-22T15:55Z [----] followers, [---] engagements
"The Interoperability King: Chainlink $LINK is perhaps the biggest second-order beneficiary of this DTCC/Canton news for three reasons: [--] CCIP (Cross-Chain Interoperability Protocol): Canton has officially integrated Chainlink CCIP. This means a tokenized Treasury minted on the Canton Network can be securely "teleported" to Ethereum Arbitrum or Base to be used as collateral in DeFi. [--] Proof of Reserve (PoR): To trust a "digital Treasury" on-chain you need to know the physical bond actually exists at the DTCC. Chainlinks SmartData and Proof of Reserve (part of CRE) provide the real-time audit"
X Link 2025-12-20T03:07Z [----] followers, [---] engagements
"🚨 BREAKING: DTCC (clearing $4 quadrillion annually) partners with Canton Network to tokenize US Treasury securities. Authorized for [--] years starting H2 [----] across L1/L2 blockchains. DTCC can now tokenize real-world assets at scale. The infrastructure is going on-chain"
X Link 2025-12-20T00:13Z 314.8K followers, 25.1K engagements
"The Waymo vs Tesla debate ultimately comes down to cost per mile. At scale the winner is whoever can deliver autonomous miles cheapest. Teslas vision-first stack and purpose-built robotaxis are designed to collapse the cost curve"
X Link 2025-12-17T14:12Z [----] followers, [---] engagements
"Why $LINK is quietly one of the biggest winners of Agentic AI (and almost nobody is pricing it in): The real onchain bottleneck for agentic AI is trusted execution and payments. AI agents dont just think they act. They move money. They call APIs. They trigger contracts. They coordinate across chains and systems. That requires trust verification and conditional logic not just a wallet. This is why Chainlinks CRE matters far more than most people realize. CRE isnt just oracles. Its an execution environment that lets agents verify real world data enforce conditions and only then trigger"
X Link 2025-12-16T13:41Z [----] followers, [---] engagements
"CRE & Coinbases x402 unlock powerful new onchain capabilities for AI agents BUILDERS: LAST CHANCE TO REGISTER Dont miss this masterclass tomorrow on the Chainlink Runtime Environment (CRE) & x402 agentic payments with Chainlink & @Coinbase. Reserve your spot BUILDERS: LAST CHANCE TO REGISTER Dont miss this masterclass tomorrow on the Chainlink Runtime Environment (CRE) & x402 agentic payments with Chainlink & @Coinbase. Reserve your spot"
X Link 2025-12-16T01:07Z 66.3K followers, [----] engagements
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