[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@joinearlybird](/creator/twitter/joinearlybird) "You're looking at Internet Capital Markets built on Solana"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947283099621941353) 2025-07-21 13:10:44 UTC 93.2K followers, XXX engagements "ππPolymarket: Long or Short The company has secured $XXX million in funding to date with backers including Ethereum co-founder Vitalik Buterin and Peter Thiel's Founders Fund. In June it closed a $XXX million round at a valuation exceeding $X billion. Breaking today: Polymarket is acquiring QCEX a CFTC-licensed exchange and clearinghouse for $XXX million. This move sets the stage for its return to the U.S. market after a three-year absence following the closure of probes by the DOJ and CFTC. In the first half of 2025 the platform saw $X billion in predictions. With U.S. access on the"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947326223061037069) 2025-07-21 16:02:05 UTC 93.3K followers, XXX engagements "The latest info you need to long/short pre-ICO projects π"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1945837478960640340) 2025-07-17 13:26:21 UTC 93.2K followers, 1202 engagements "xAI: Grok X launched as "world's most intelligent model" with tool use real-time search. Grok X Heavy for subscribers. Integrates with Tesla Optimus robots. $10B funding Saudi data center talks. Military contracts. Grok for Government"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1945510206676275282) 2025-07-16 15:45:53 UTC 93.2K followers, XX engagements "Figure AI: Humanoid robotics focus. Raising $1.5B at $39.5B valuation. Aims for 100k robots. Breakthrough in end-to-end AI. Competition from Boston Dynamics Tesla Optimus"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1945510208676954442) 2025-07-16 15:45:54 UTC 93.2K followers, XX engagements "π§΅ OpenAI: Long or Short $300B+ valuation. 800M users. $5B in losses. Still the AI king or peaking too early Lets break down the updates numbers drama and whats priced in π π Product Updates (2025 so far): GPT-4.5 (Feb) Image API (April) o3 & o4-mini (Apr/June) ChatGPT Agent (July) π° Funding: Raised $40B in March at $300B post (SoftBank + syndicate). Earlier talks valued it higher ($340B pre). Capital for compute + AGI race. π Financials: $10B run-rate revenue (June) Projecting $12.7B in 2025 Lost $5B in 2024 Not cash-flow positive till 2029 Aiming for $125B revenue by then π«’ The Drama:"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947649810896425218) 2025-07-22 13:27:55 UTC 93.2K followers, XXX engagements "BREAKING: Polymarket considers launching its own stablecoin"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947751034358485141) 2025-07-22 20:10:08 UTC 93.3K followers, XXX engagements "GENIUS/CLARITY/ANTI-CBDC impact on Internet Capital Markets π€π The GENIUS CLARITY and Anti-CBDC Acts just became law marking a huge win for crypto regulation in the US. But what do they mean for internet capital markets on Solana - think DeFi tokenized assets and on-chain trading Let's break it down: GENIUS Act creates a framework for stablecoins: issuers must hold reserves follow AML rules and ensure transparency. For Solana this boosts liquidity -stablecoins like USDC thrive here enabling faster cheaper capital flows in DeFi without regulatory gray areas. More institutional money"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947342477813317636) 2025-07-21 17:06:41 UTC 93.3K followers, XXX engagements "Stripe vs Ramp Which one wins the long game π§΅ STRIPE: Bull case: Dominates internet payments sits on massive data moat. Quietly evolving into a global financial layer (treasury issuance fraud identity). Bear case: Fat valuation margin pressure from commoditized infra. No IPO yet = growing impatience. Can it defend as others build vertically RAMP: Bull case: Building an anti-spend culture in a spend-first world. Expanding fast into procurement vendor mgmt AI finance co-pilot. True SaaS + Fintech blend. Bear case: Heavy reliance on interchange = long-term risk. Competing in crowded territory"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1946261384078967098) 2025-07-18 17:30:48 UTC 93.2K followers, XXX engagements "Here's what you missed with no pre-IPO exposure: Meta: $4.9M β‘ $104B (21200) Airbnb: $2M β‘ $47B (23500) Uber: $5M β‘ $75.5B (15000) Coinbase: $15M β‘ $99.6B (6640) Stop missing out"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1945497415240278476) 2025-07-16 14:55:04 UTC 93.3K followers, 1187 engagements "We need both for Internet Capital Markets"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947683965692706879) 2025-07-22 15:43:38 UTC 93.2K followers, XXX engagements "Polymarket: DOJ & CFTC dropped probes no charges under Trump admin - major win for crypto betting. Eyes US market return. Raising $200M at $1B val led by Founders Fund. Active markets on Powell ouster Fed rates. Spec: No token yet but airdrop rumors swirl on X. Expansion into new prediction categories amid regulatory thaw"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1945837481242296803) 2025-07-17 13:26:22 UTC 93.2K followers, XXX engagements "Cluely: Long or Short 21-year-old @im_roy_lee's (Columbia dropout Harvard rescind) viral AI startup built a cheat on everything tool. Lets dive in. π§΅ πΈ Funding Raised $5.3M pre-seed (Apr) + $15M Series A (June a16z) at $120M valuation. Spent on 10000 TikTok accounts $1.5M rave and rapid hiring. π¨ Recent Moves ARR doubled to $7M by July. Now pitching as a productivity tool not a cheat. Hiring top talent with $250350K designer salaries. π€ Long vs Short Bull case: 150K waitlist viral GTM open-source speed - could be the Google of AI assistants. Bear case: Ethical red flags clones popping up"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947703939987870015) 2025-07-22 17:03:00 UTC 93.2K followers, XXX engagements "@unusual_whales but does JPMorgan give its employee X months notice before firing"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1945498215060574533) 2025-07-16 14:58:14 UTC 93.3K followers, 82.3K engagements "Introducing the Capital Raising Stack (NEW) X. @joinearlybird price action. X. @ArfurRock metric leaks. X. Raise $$$ X. Announce on @tbpn"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1933168202067972374) 2025-06-12 14:23:10 UTC 93.1K followers, 1643 engagements "@aeyakovenko is Breakpoint = Coldplay concert"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947400528943796649) 2025-07-21 20:57:21 UTC 93.3K followers, XXX engagements "BREAKING: FBI ends investigation of Kraken founder returns seized devices"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1947665664799289493) 2025-07-22 14:30:55 UTC 93.3K followers, XXX engagements "Phantom: Launched direct perp trading via Hyperliquid. $150M Series C at $3B val. Features: swaps staking xStocks multichain perps. Spec: Airdrop rumors heat up. Becoming financial super app"  [@joinearlybird](/creator/x/joinearlybird) on [X](/post/tweet/1945837489257652581) 2025-07-17 13:26:24 UTC 93.1K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@joinearlybird
"You're looking at Internet Capital Markets built on Solana" @joinearlybird on X 2025-07-21 13:10:44 UTC 93.2K followers, XXX engagements
"ππPolymarket: Long or Short The company has secured $XXX million in funding to date with backers including Ethereum co-founder Vitalik Buterin and Peter Thiel's Founders Fund. In June it closed a $XXX million round at a valuation exceeding $X billion. Breaking today: Polymarket is acquiring QCEX a CFTC-licensed exchange and clearinghouse for $XXX million. This move sets the stage for its return to the U.S. market after a three-year absence following the closure of probes by the DOJ and CFTC. In the first half of 2025 the platform saw $X billion in predictions. With U.S. access on the" @joinearlybird on X 2025-07-21 16:02:05 UTC 93.3K followers, XXX engagements
"The latest info you need to long/short pre-ICO projects π" @joinearlybird on X 2025-07-17 13:26:21 UTC 93.2K followers, 1202 engagements
"xAI: Grok X launched as "world's most intelligent model" with tool use real-time search. Grok X Heavy for subscribers. Integrates with Tesla Optimus robots. $10B funding Saudi data center talks. Military contracts. Grok for Government" @joinearlybird on X 2025-07-16 15:45:53 UTC 93.2K followers, XX engagements
"Figure AI: Humanoid robotics focus. Raising $1.5B at $39.5B valuation. Aims for 100k robots. Breakthrough in end-to-end AI. Competition from Boston Dynamics Tesla Optimus" @joinearlybird on X 2025-07-16 15:45:54 UTC 93.2K followers, XX engagements
"π§΅ OpenAI: Long or Short $300B+ valuation. 800M users. $5B in losses. Still the AI king or peaking too early Lets break down the updates numbers drama and whats priced in π π Product Updates (2025 so far): GPT-4.5 (Feb) Image API (April) o3 & o4-mini (Apr/June) ChatGPT Agent (July) π° Funding: Raised $40B in March at $300B post (SoftBank + syndicate). Earlier talks valued it higher ($340B pre). Capital for compute + AGI race. π Financials: $10B run-rate revenue (June) Projecting $12.7B in 2025 Lost $5B in 2024 Not cash-flow positive till 2029 Aiming for $125B revenue by then π«’ The Drama:" @joinearlybird on X 2025-07-22 13:27:55 UTC 93.2K followers, XXX engagements
"BREAKING: Polymarket considers launching its own stablecoin" @joinearlybird on X 2025-07-22 20:10:08 UTC 93.3K followers, XXX engagements
"GENIUS/CLARITY/ANTI-CBDC impact on Internet Capital Markets π€π The GENIUS CLARITY and Anti-CBDC Acts just became law marking a huge win for crypto regulation in the US. But what do they mean for internet capital markets on Solana - think DeFi tokenized assets and on-chain trading Let's break it down: GENIUS Act creates a framework for stablecoins: issuers must hold reserves follow AML rules and ensure transparency. For Solana this boosts liquidity -stablecoins like USDC thrive here enabling faster cheaper capital flows in DeFi without regulatory gray areas. More institutional money" @joinearlybird on X 2025-07-21 17:06:41 UTC 93.3K followers, XXX engagements
"Stripe vs Ramp Which one wins the long game π§΅ STRIPE: Bull case: Dominates internet payments sits on massive data moat. Quietly evolving into a global financial layer (treasury issuance fraud identity). Bear case: Fat valuation margin pressure from commoditized infra. No IPO yet = growing impatience. Can it defend as others build vertically RAMP: Bull case: Building an anti-spend culture in a spend-first world. Expanding fast into procurement vendor mgmt AI finance co-pilot. True SaaS + Fintech blend. Bear case: Heavy reliance on interchange = long-term risk. Competing in crowded territory" @joinearlybird on X 2025-07-18 17:30:48 UTC 93.2K followers, XXX engagements
"Here's what you missed with no pre-IPO exposure: Meta: $4.9M β‘ $104B (21200) Airbnb: $2M β‘ $47B (23500) Uber: $5M β‘ $75.5B (15000) Coinbase: $15M β‘ $99.6B (6640) Stop missing out" @joinearlybird on X 2025-07-16 14:55:04 UTC 93.3K followers, 1187 engagements
"We need both for Internet Capital Markets" @joinearlybird on X 2025-07-22 15:43:38 UTC 93.2K followers, XXX engagements
"Polymarket: DOJ & CFTC dropped probes no charges under Trump admin - major win for crypto betting. Eyes US market return. Raising $200M at $1B val led by Founders Fund. Active markets on Powell ouster Fed rates. Spec: No token yet but airdrop rumors swirl on X. Expansion into new prediction categories amid regulatory thaw" @joinearlybird on X 2025-07-17 13:26:22 UTC 93.2K followers, XXX engagements
"Cluely: Long or Short 21-year-old @im_roy_lee's (Columbia dropout Harvard rescind) viral AI startup built a cheat on everything tool. Lets dive in. π§΅ πΈ Funding Raised $5.3M pre-seed (Apr) + $15M Series A (June a16z) at $120M valuation. Spent on 10000 TikTok accounts $1.5M rave and rapid hiring. π¨ Recent Moves ARR doubled to $7M by July. Now pitching as a productivity tool not a cheat. Hiring top talent with $250350K designer salaries. π€ Long vs Short Bull case: 150K waitlist viral GTM open-source speed - could be the Google of AI assistants. Bear case: Ethical red flags clones popping up" @joinearlybird on X 2025-07-22 17:03:00 UTC 93.2K followers, XXX engagements
"@unusual_whales but does JPMorgan give its employee X months notice before firing" @joinearlybird on X 2025-07-16 14:58:14 UTC 93.3K followers, 82.3K engagements
"Introducing the Capital Raising Stack (NEW) X. @joinearlybird price action. X. @ArfurRock metric leaks. X. Raise $$$ X. Announce on @tbpn" @joinearlybird on X 2025-06-12 14:23:10 UTC 93.1K followers, 1643 engagements
"@aeyakovenko is Breakpoint = Coldplay concert" @joinearlybird on X 2025-07-21 20:57:21 UTC 93.3K followers, XXX engagements
"BREAKING: FBI ends investigation of Kraken founder returns seized devices" @joinearlybird on X 2025-07-22 14:30:55 UTC 93.3K followers, XXX engagements
"Phantom: Launched direct perp trading via Hyperliquid. $150M Series C at $3B val. Features: swaps staking xStocks multichain perps. Spec: Airdrop rumors heat up. Becoming financial super app" @joinearlybird on X 2025-07-17 13:26:24 UTC 93.1K followers, XXX engagements
/creator/twitter::1429132199240994818/posts