#  @JRangel351 JR JR posts on X about liquidity, crypto, ai, entire the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1728839196175978496/interactions)  - [--] Week [------] +2.50% - [--] Month [------] +1,309% ### Mentions: [--] [#](/creator/twitter::1728839196175978496/posts_active)  ### Followers: [-------] [#](/creator/twitter::1728839196175978496/followers)  - [--] Week [-----] -1.10% - [--] Month [-----] +13% ### CreatorRank: [---------] [#](/creator/twitter::1728839196175978496/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [exchanges](/list/exchanges) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [vc firms](/list/vc-firms) [social networks](/list/social-networks) **Social topic influence** [liquidity](/topic/liquidity) #4266, [crypto](/topic/crypto), [ai](/topic/ai), [entire](/topic/entire), [onchain](/topic/onchain), [systems](/topic/systems), [if you](/topic/if-you), [history](/topic/history), [in the](/topic/in-the), [money](/topic/money) **Top accounts mentioned or mentioned by** [@0xnairolf](/creator/undefined) [@brianarmstrong](/creator/undefined) [@espressosys](/creator/undefined) [@mannyofweb3_](/creator/undefined) [@giii_014](/creator/undefined) [@imisha000](/creator/undefined) [@0xgodzubby](/creator/undefined) [@joew3b](/creator/undefined) [@predatorweb3](/creator/undefined) [@tmo_web3](/creator/undefined) [@tedpillows](/creator/undefined) [@maxkarpis](/creator/undefined) [@fupsapp](/creator/undefined) [@houlgrave](/creator/undefined) [@nikitabier](/creator/undefined) [@cryptomckenna](/creator/undefined) [@base](/creator/undefined) [@mrbeast](/creator/undefined) [@annadgoldie](/creator/undefined) [@ljxie](/creator/undefined) **Top assets mentioned** [Coinbase Global Inc. (COIN)](/topic/coinbase) [Bitcoin (BTC)](/topic/bitcoin) [Salesforce Inc (CRM)](/topic/$crm) [Thomson Reuters Corporation (TRI)](/topic/thomson-reuters) ### Top Social Posts Top posts by engagements in the last [--] hours "@TedPillows Strong list. Id add energy + compute convergence as a standalone theme - whoever controls power cooling and scheduling for AI workloads captures outsized value" [X Link](https://x.com/JRangel351/status/2007172406604165629) 2026-01-02T19:29Z [--] followers, [--] engagements "@0xNairolf Agreed on the UX but the hard part isnt the QR. Its abstracting gas routing liquidity handling compliance and finality without the user ever noticing. Whoever solves that quietly wins payments -everything else is just a smokescreen" [X Link](https://x.com/JRangel351/status/2007174240416739492) 2026-01-02T19:36Z [--] followers, [--] engagements "This is the right abstraction of the stack. Exchanges win by owning distribution payments win by disappearing and chains win by being boring and reliable. If Coinbase can unify all three under one UX without fragmentation the #1 financial app outcome stops sounding aspirational and starts sounding inevitable. https://twitter.com/i/web/status/2007175141521010906 https://twitter.com/i/web/status/2007175141521010906" [X Link](https://x.com/JRangel351/status/2007175141521010906) 2026-01-02T19:40Z [--] followers, [--] engagements "Important nuance here. Absolute incidents rising doesnt mean crypto is uniquely getting more dangerous - adoption scales risk visibility. What is changing is the need to design custody and UX assuming adversarial real-world pressure not just on-chain threats. If self-custody goes mainstream in [----] safety cant stay a personal afterthought it has to be embedded by default. https://twitter.com/i/web/status/2008246150554607641 https://twitter.com/i/web/status/2008246150554607641" [X Link](https://x.com/JRangel351/status/2008246150554607641) 2026-01-05T18:36Z [--] followers, [--] engagements "@maxkarpis @fupsapp This makes strategic sense. Turkey is large mobile-first underbanked and highly payments-native. Acquiring a regulated local bank is faster than fighting licensing and trust from scratch. For Revolut this is clearly a distribution and regulatory wedge into a top-20 economy" [X Link](https://x.com/JRangel351/status/2009222044265926809) 2026-01-08T11:13Z [--] followers, [--] engagements "This is a much-needed reframing. DAOs actually failed because we over-applied one governance primitive to every problem. The convex vs concave lens is especially important. Most DAO designs today try to median everything even when decisive execution is required. That mismatch is where fatigue capture and apathy creep in. If zk can remove social signaling and AI can reduce participation cost without removing agency DAOs can finally operate as coordination systems in the long term. https://twitter.com/i/web/status/2013214572799566115 https://twitter.com/i/web/status/2013214572799566115" [X Link](https://x.com/JRangel351/status/2013214572799566115) 2026-01-19T11:38Z [----] followers, [--] engagements "@Houlgrave This is one of those quietly massive unlocks. If it works on Ingenico it works where money actually moves. Can't to use this at my local Starbucks" [X Link](https://x.com/JRangel351/status/2013215655403667744) 2026-01-19T11:43Z [----] followers, [--] engagements "@nikitabier 100%. You can only change behavior by creating a brief incentive shock and let the habit lock in. I'm all for the Article Armageddon phase 🫡" [X Link](https://x.com/JRangel351/status/2013296170312106443) 2026-01-19T17:03Z [----] followers, [--] engagements "@0xNairolf Feels directionally right. Once equities become composable tradable 24/7 usable as collateral and globally accessible the TAM explodes. Onchain stocks feel less like a feature and more like an inevitable layer shift" [X Link](https://x.com/JRangel351/status/2013319457645769009) 2026-01-19T18:35Z [----] followers, [--] engagements "@Crypto_McKenna Solid breakdown. The interesting part for me is Maple focusing on cost of capital and balance sheet strength as the growth lever. If they can scale AUM while keeping credit quality and spreads intact the revenue follows naturally" [X Link](https://x.com/JRangel351/status/2013520898138218549) 2026-01-20T07:56Z [----] followers, [--] engagements "@brian_armstrong @base This is how it actually happens: not flashy headlines but jurisdictions choosing better rails. Cannot wait to see more and more countries take a page from Bermuda's book and go onchain themselves" [X Link](https://x.com/JRangel351/status/2013564033866310105) 2026-01-20T10:47Z [----] followers, [--] engagements "I've always believed that merging both crypto and Tradfi into one global tokenized 24/7 financial layer is going to have a massive impact on our financial systems. NYSE just made that future a lot closer. This is a clear democratization of market access at a scale we've never seen. And here's the part most people will miss: The bar for every crypto-native project is now higher than ever. You're no longer competing for attention against other tokens. You're competing for capital against tokenized equities like Apple tokenized treasuries and tokenized real estate: all on the same rails. The" [X Link](https://x.com/JRangel351/status/2013595568539578640) 2026-01-20T12:52Z [----] followers, [----] engagements "Funny until you're the one watching your chart six weeks post-TGE" [X Link](https://x.com/JRangel351/status/2013973743635235247) 2026-01-21T13:55Z [----] followers, [----] engagements "@MrBeast Creators and more importantly founding creators have become a core tenet of our economic system and it would be very difficult for brands (especially small ones) to find a footing without them. If you ask me the good ones deserve to be paid even more" [X Link](https://x.com/JRangel351/status/2014361975242039433) 2026-01-22T15:38Z [----] followers, [---] engagements "After advising 30+ token launches one pattern kept repeating: Projects would use different partners for tokenomics launch strategy market making and treasury: each optimizing for their domain no one owning the full picture. The gaps between handoffs That's where things quietly broke. - Tokenomics designed without liquidity structure in mind. - Launch timing disconnected from demand signals. - Market making strategies that ignored treasury realities. That's why my partners and I are building BnG which acts as your partner across the full lifecycle. Pre-TGE through post-TGE. If you're a founder" [X Link](https://x.com/JRangel351/status/2014363142047105440) 2026-01-22T15:42Z [----] followers, 11.2K engagements "You can launch faster with less liquidity but you're borrowing against your credibility. Some teams can definitely afford that debt. But most can't. Do you want to risk it" [X Link](https://x.com/JRangel351/status/2016163594195660987) 2026-01-27T14:57Z [----] followers, [----] engagements "@annadgoldie Congratulations on the successful Series A Curious to know how you see the self-improving loop between AI and hardware evolving over the next few years Will this allow for breakthroughs in both performance and energy efficiency" [X Link](https://x.com/JRangel351/status/2016164632164237709) 2026-01-27T15:01Z [----] followers, [--] engagements "This is the conversation I've been waiting for someone to have publicly. The wealth concentration problem in AI is happening in real-time and the window for retail participation is closing faster than most people realize. The traditional path of "build stay private IPO at peak" was designed for a different era. It made sense when going public was expensive and complex. But we now have infrastructure that can change this. - Tokenized securities. - Onchain capital formation. - 24/7 markets with instant settlement. The NYSE just announced they're building exactly this. The technology to let" [X Link](https://x.com/JRangel351/status/2016432067253567730) 2026-01-28T08:44Z [----] followers, [----] engagements "@ljxie That truly feels like a real unlock.Not speed not cost but agency. Once you can test ideas without waiting on permission or a cofounder exploration becomes cheap and momentum follows" [X Link](https://x.com/JRangel351/status/2016816490314657851) 2026-01-29T10:11Z [----] followers, [--] engagements "567 Million Tokens. There are now [---] million tokens in existence. That's up 27% from last year. Think about what that means if you're launching something new today. You're not just competing against other projects in your category. You're competing for attention against [---] million alternatives. Token supply can be infinite. Human attention is fixed. This is why the old playbook stopped working. Even if you capture attention it's so fragmented now that it doesn't convert the way it used to. Thats why Im only interested in a project if they are building reasons for people to stay after the" [X Link](https://x.com/anyuser/status/2016898764175527961) 2026-01-29T15:38Z [----] followers, [----] engagements "@aakashgupta This is a classic infra move: follow the behavior then collapse the stack. Moltbot was fun as a hack; Moltworker makes it deployable auditable and approvable. Once agents move off personal hardware and into managed sandboxes they stop being toys and start being systems" [X Link](https://x.com/JRangel351/status/2017143044987113776) 2026-01-30T07:49Z [----] followers, [---] engagements "@a16z I don't see this as a standoff its a collapse of silos in my opinion. AI doesnt replace the roles it exposes who actually has judgment. The winners wont be PMs or engineers or designers but people who can decide and ship end-to-end" [X Link](https://x.com/JRangel351/status/2017207593870205001) 2026-01-30T12:05Z [----] followers, [---] engagements "Most founders I talk to spend 80% of their energy on product and narrative. Then 20% (usually last minute) on token structure liquidity and market design. That ratio is backwards. I've watched strong products fail because the structure couldn't hold weight. And weaker products survive because they got the boring stuff right early. Going to share more of these patterns here from now on. https://twitter.com/i/web/status/2011440969561067820 https://twitter.com/i/web/status/2011440969561067820" [X Link](https://x.com/JRangel351/status/2011440969561067820) 2026-01-14T14:11Z [----] followers, [----] engagements "Remember when mindshare was the metric everyone obsessed over in [----] Projects were shelling out hundreds of thousands to KOLs raid groups engagement farms - anything to get their slice of the attention pie. I watched teams burn through entire marketing budgets chasing trending topics and Discord member counts. Then launch day came. Maximum hype. Packed communities. Influencer threads everywhere. And. nothing. Charts bled from day one. Communities evaporated within weeks. The teams blamed "market conditions" but other tokens were doing fine. So what actually happened They confused people" [X Link](https://x.com/JRangel351/status/2015792788131201061) 2026-01-26T14:23Z [----] followers, [----] engagements "Moltbook: The First Social Network Where We're Not Invited And What It Represents. I've been down the Moltbook rabbit hole for the last [--] hours and I genuinely don't know how to feel about what I'm seeing. For those who missed it: Moltbook is a Reddit-style social network that http://x.com/i/article/2018367445707399168 http://x.com/i/article/2018367445707399168" [X Link](https://x.com/anyuser/status/2018391117243527329) 2026-02-02T18:28Z [----] followers, [----] engagements "This is the rare combination of timing and inside knowledge. ODonnell knows HubSpot's weaknesses in a way no outsider ever could. The move from AI-native CRM to replacing the whole infrastructure is exactly the kind of disruption legacy players can't pivot fast enough to stop. Salesforce can absorb the competition HubSpots exact problem is Day AIs beachhead. https://twitter.com/i/web/status/2018679152476659857 https://twitter.com/i/web/status/2018679152476659857" [X Link](https://x.com/JRangel351/status/2018679152476659857) 2026-02-03T13:33Z [----] followers, [---] engagements "China and India are projected to drive 44% of global growth in [----]. Together two countries will contribute as much as the entire rest of the world combined. Here's why this matters for crypto - The next billion users aren't coming from the West. They're coming from regions where: - Local currencies are volatile - Mobile-first behavior is already the norm - Remittance costs eat into family incomes - Banking infrastructure is inconsistent or inaccessible Crypto's best use cases: stablecoins remittances DeFi access tokenized assets - they all solve real problems in high-growth economies. The" [X Link](https://x.com/anyuser/status/2019443646328893773) 2026-02-05T16:10Z [----] followers, [----] engagements "Gm. This is sign for you to touch grass this weekend so that you dont burn out. (yes hitting the local bar also counts)" [X Link](https://x.com/anyuser/status/2019817481007972607) 2026-02-06T16:56Z [----] followers, [----] engagements "The free money era of airdrops is ending. @EspressoSys just launched a distribution model where your past behavior determines your allocation. They analyzed 10+ previous airdrops - Arbitrum Uniswap EigenLayer - to see who held vs who dumped. That history now follows you. This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. This is awesome. Espresso is launching their" [X Link](https://x.com/anyuser/status/2022329114322186561) 2026-02-13T15:16Z [----] followers, [---] engagements "I started out at Bloomberg and Thomson Reuters making my way up in the world. Worked across real estate venture funds family offices then moved into crypto. My most interesting observation is the gap between how institutions think and how most crypto teams operate. In traditional finance the fundamentals come first: liquidity depth risk management order flow settlement infrastructure. In crypto teams obsess over narratives decks and launch day hype. And what happens as a consequence of this Thin liquidity fragmented order books no real strategy. Then they wonder why the chart craters and the" [X Link](https://x.com/JRangel351/status/2013310236841718255) 2026-01-19T17:59Z [----] followers, [----] engagements "@heyshrutimishra This framing is doing a lot of work it shouldnt. Markets didnt crash because of [--] plugins - they repriced expectations around who owns the workflow margin going forward. Thats not SaaSpocalypse its compression: hype out defensibility questioned fundamentals next" [X Link](https://x.com/JRangel351/status/2019286026083266812) 2026-02-05T05:44Z [----] followers, [---] engagements "Liquidity doesn't disappear evenly. It disappears from the edges first. In a bull market even mid-tier tokens have decent books. In a bear market spreads widen depth thins and "liquid enough" suddenly isn't. - BTC/ETH stay tradeable. - Tier [--] assets see spreads double and depth drop 50-70%. - Tier [--] and below become illiquid in practice (any real size moves the market 10%+). This is when market structure decisions made [--] months ago either pay off or cost you. Did you build MM relationships that survive downturns Or optimize for cheapest fees in a bull market Uncomfortable questions when" [X Link](https://x.com/anyuser/status/2020876015350993148) 2026-02-09T15:02Z [----] followers, [----] engagements "@brian_armstrong Love the bold move This ad truly reflects that coinbase is all about bringing people together in a way only crypto can" [X Link](https://x.com/JRangel351/status/2020880868731207687) 2026-02-09T15:21Z [----] followers, [---] engagements "@gothburz This is the art of turning nothing into a $78 million brand. Sure the products a bit. elusive but hey who needs infrastructure when youve got branding" [X Link](https://x.com/JRangel351/status/2020909443295400300) 2026-02-09T17:15Z [----] followers, [----] engagements "@waleswoosh The slow rug game is brutal - youll still see updates and buzzwords but the runway's already gone. We need to build better guardrails for things like these to make sure that the normies who make an effort to onboard themselves to crypto dont get scammed by such bad actors" [X Link](https://x.com/JRangel351/status/2021089729505309001) 2026-02-10T05:11Z [----] followers, [--] engagements "@leonabboud Love the way you've simplified using clawdbot for everyone out there - feel like anyone who's looking to set their own molty up for marketing should give this a read" [X Link](https://x.com/JRangel351/status/2021090999049781648) 2026-02-10T05:16Z [----] followers, [--] engagements "Like the hook here but honestly dont think that MBB consulting is going to be impacted by this - they'll definitely be using Claude to improve their workflows and serve their clients better but the project of them being replaced by ai agents is unlikely due to the trust based nature of their business. https://twitter.com/i/web/status/2021091360313364487 https://twitter.com/i/web/status/2021091360313364487" [X Link](https://x.com/JRangel351/status/2021091360313364487) 2026-02-10T05:18Z [----] followers, [---] engagements "@KaitoAI @Polymarket is this the comeback of all comebacks" [X Link](https://x.com/JRangel351/status/2021241403129422052) 2026-02-10T15:14Z [----] followers, [---] engagements "Recently Ive a lot of people talk about ETF flows and treat them as institutional signal. But if you think about it thats not the correct way to interpret this. Here's what the data actually shows: - Bitcoin ETFs have $170B+ in AUM (That's institutional scale for sure) - But the average trade size Around $15000. For comparison - SPY averages $110000. - Gold ETFs sit around $87000. So what does that tell you The wrapper is institutional. The behavior is retail. When BTC drops 10% these holders react fast. That's why you see $500M outflow days that look like institutional capitulation but it's" [X Link](https://x.com/anyuser/status/2021243985696837971) 2026-02-10T15:24Z [----] followers, [----] engagements "@ModernDad Certainly believe that we're dangerously close to a crisis situation where things get out of hand really fast - we need world governments to act on this fast before public order is largely disrupted by these agentic models" [X Link](https://x.com/JRangel351/status/2021812070975779180) 2026-02-12T05:02Z [----] followers, [--] engagements "@mattshumer_ The speed at which these models are improving themselves is truly scary and mind boggling at the same time. Feels like we are quite literally in the "adapt or perish" stage of world history rn" [X Link](https://x.com/JRangel351/status/2021817173870842039) 2026-02-12T05:22Z [----] followers, [---] engagements "@shineDUDES the earlier models of these tools were misleading for sure but the most recent ones like codex [---] have some truly mind blowing capabilities" [X Link](https://x.com/JRangel351/status/2021819104680902774) 2026-02-12T05:30Z [----] followers, [--] engagements ""Should we still launch in this market" I get this question a lot right now. The honest answer: it depends on what you're launching. Two examples worth studying 🧵:" [X Link](https://x.com/anyuser/status/2021945174432325796) 2026-02-12T13:51Z [----] followers, [----] engagements "Internet Computer launched May [----] at the peak of the bull. They spent years developing and had massive hype too. Opened at $630. Hit $750 on day one. One month later: $31. Today: $3. What went wrong: - VCs bought in during 2017-18 at fractions of a cent so retail paid $600+ for tokens insiders got for pennies - Tokenomics designed for a liquidity event not long-term holders - Real technology but distribution was built to extract not sustain The tech was legit. The launch design killed it. And a bull market obviously couldn't fix that. https://twitter.com/i/web/status/2021945177351631324" [X Link](https://x.com/JRangel351/status/2021945177351631324) 2026-02-12T13:51Z [----] followers, [---] engagements "Pixelmon raised $70M in hours in February [----] at the peak of NFT mania and their timing was perfect. Then the art reveal happened: - Cheap 3D stock models you could buy online for a few bucks. - The game demo was allegedly ripped from another dev's project. - Team spent the ETH on Bored Apes for themselves instead of refunding buyers. Perfect timing. No product. $70M in reputation destroyed in a week" [X Link](https://x.com/JRangel351/status/2021945180031791470) 2026-02-12T13:51Z [----] followers, [---] engagements "These aren't cherry-picked failures. The data tells the same story: - 53% of all tokens launched since [----] are now dead (per CoinGecko) - Over 10.7M tokens no longer traded out of 20.2M created - Most launched during bull runs driven by hype over sound fundamentals Bull markets don't save bad structure. They just make the crash louder. https://twitter.com/i/web/status/2021945182699368535 https://twitter.com/i/web/status/2021945182699368535" [X Link](https://x.com/anyuser/status/2021945182699368535) 2026-02-12T13:51Z [----] followers, [--] engagements "Traditional airdrops are broken: - 88% of airdropped tokens lost value within months - 60% of recipients become inactive after [--] months - Almost 90% of airdrop recipients transfer away their entire allocation quickly The old playbook - snapshot claim dump next - is a solved game. Projects spend millions creating exit liquidity for farmers. Recipients optimize for extraction not alignment. https://twitter.com/i/web/status/2022329117526647060 https://twitter.com/i/web/status/2022329117526647060" [X Link](https://x.com/JRangel351/status/2022329117526647060) 2026-02-13T15:16Z [----] followers, [---] engagements "Espresso's approach: your past behavior determines your current allocation. They tracked retention ratios across major airdrops. Did wallets hold Stake Or dump immediately That history now scores you. High Holder Score wallets can receive up to 170x boost. Jeeters get less. @hosseeb called it the first step toward long-term reputation through airdrop behavior. And he's right this is bookbuilding logic applied to token distribution. https://twitter.com/i/web/status/2022329120223625522 https://twitter.com/i/web/status/2022329120223625522" [X Link](https://x.com/JRangel351/status/2022329120223625522) 2026-02-13T15:16Z [----] followers, [--] engagements "The evolution goes further. Phased airdrops flip the entire incentive structure: - Phase 1: meaningful allocation at TGE - Phase 2+: more tokens unlock based on what you do AFTER claiming - Dump immediately No more unlocks. Hold stake use the protocol Here's more. Traditional airdrop is a one-shot prisoner's dilemma: rational move is sell because everyone else will. Phased distribution is a repeated game. Holding gets rewarded. Dumping gets you excluded. This also kills sybil farming indirectly. Farmers optimize for one event across thousands of wallets. If rewards require weeks of real" [X Link](https://x.com/anyuser/status/2022329123243512051) 2026-02-13T15:16Z [----] followers, [--] engagements "The contrast is already visible. Hyperliquid airdropped 27.5% of supply to 94k users. Zero VC allocation. Went from $1B to $7.5B. TVL kept growing after the drop (usually the opposite happens). Airdrops are evolving from marketing tool to alignment mechanism. The projects that win from here aren't giving away the most tokens - they're designing systems where keeping is more profitable than selling. Distribution that builds stakeholders not exit liquidity. https://twitter.com/i/web/status/2022329126032732581 https://twitter.com/i/web/status/2022329126032732581" [X Link](https://x.com/anyuser/status/2022329126032732581) 2026-02-13T15:16Z [----] followers, [--] engagements "Moltbook: The First Social Network Where We're Not Invited And What It Represents. I've been down the Moltbook rabbit hole for the last [--] hours and I genuinely don't know how to feel about what I'm seeing. For those who missed it: Moltbook is a Reddit-style social network that http://x.com/i/article/2018367445707399168 http://x.com/i/article/2018367445707399168" [X Link](https://x.com/anyuser/status/2018391117243527329) 2026-02-02T18:28Z [----] followers, [----] engagements "The free money era of airdrops is ending. @EspressoSys just launched a distribution model where your past behavior determines your allocation. They analyzed 10+ previous airdrops - Arbitrum Uniswap EigenLayer - to see who held vs who dumped. That history now follows you. This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. This is awesome. Espresso is launching their" [X Link](https://x.com/anyuser/status/2022329114322186561) 2026-02-13T15:16Z [----] followers, [---] engagements "This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. Basically jeeters get less tokens. This is exactly how any bookbuilding process works; it's how businesses choose their partners how founders choose VCs and with the help of a little data analysis it can now be how projects can choose their initial holders. Cool to see Curious how this plays out in the holding data for" [X Link](https://x.com/anyuser/status/2021739311591465393) 2026-02-12T00:13Z 140.5K followers, 108.8K engagements "The evolution goes further. Phased airdrops flip the entire incentive structure: - Phase 1: meaningful allocation at TGE - Phase 2+: more tokens unlock based on what you do AFTER claiming - Dump immediately No more unlocks. Hold stake use the protocol Here's more. Traditional airdrop is a one-shot prisoner's dilemma: rational move is sell because everyone else will. Phased distribution is a repeated game. Holding gets rewarded. Dumping gets you excluded. This also kills sybil farming indirectly. Farmers optimize for one event across thousands of wallets. If rewards require weeks of real" [X Link](https://x.com/anyuser/status/2022329123243512051) 2026-02-13T15:16Z [----] followers, [--] engagements "The contrast is already visible. Hyperliquid airdropped 27.5% of supply to 94k users. Zero VC allocation. Went from $1B to $7.5B. TVL kept growing after the drop (usually the opposite happens). Airdrops are evolving from marketing tool to alignment mechanism. The projects that win from here aren't giving away the most tokens - they're designing systems where keeping is more profitable than selling. Distribution that builds stakeholders not exit liquidity. https://twitter.com/i/web/status/2022329126032732581 https://twitter.com/i/web/status/2022329126032732581" [X Link](https://x.com/anyuser/status/2022329126032732581) 2026-02-13T15:16Z [----] followers, [--] engagements ""Should we still launch in this market" I get this question a lot right now. The honest answer: it depends on what you're launching. Two examples worth studying 🧵:" [X Link](https://x.com/anyuser/status/2021945174432325796) 2026-02-12T13:51Z [----] followers, [----] engagements "These aren't cherry-picked failures. The data tells the same story: - 53% of all tokens launched since [----] are now dead (per CoinGecko) - Over 10.7M tokens no longer traded out of 20.2M created - Most launched during bull runs driven by hype over sound fundamentals Bull markets don't save bad structure. They just make the crash louder. https://twitter.com/i/web/status/2021945182699368535 https://twitter.com/i/web/status/2021945182699368535" [X Link](https://x.com/anyuser/status/2021945182699368535) 2026-02-12T13:51Z [----] followers, [--] engagements "Hence if your launch needs speculation and momentum to work you should probably wait. If your token has actual utility and the launch is about distribution the market conditions matter less than you think. Launch when you're ready but build the foundation first. The demand follows product not timing" [X Link](https://x.com/anyuser/status/2021945185245311380) 2026-02-12T13:51Z [----] followers, [--] engagements "Recently Ive a lot of people talk about ETF flows and treat them as institutional signal. But if you think about it thats not the correct way to interpret this. Here's what the data actually shows: - Bitcoin ETFs have $170B+ in AUM (That's institutional scale for sure) - But the average trade size Around $15000. For comparison - SPY averages $110000. - Gold ETFs sit around $87000. So what does that tell you The wrapper is institutional. The behavior is retail. When BTC drops 10% these holders react fast. That's why you see $500M outflow days that look like institutional capitulation but it's" [X Link](https://x.com/anyuser/status/2021243985696837971) 2026-02-10T15:24Z [----] followers, [----] engagements "Liquidity doesn't disappear evenly. It disappears from the edges first. In a bull market even mid-tier tokens have decent books. In a bear market spreads widen depth thins and "liquid enough" suddenly isn't. - BTC/ETH stay tradeable. - Tier [--] assets see spreads double and depth drop 50-70%. - Tier [--] and below become illiquid in practice (any real size moves the market 10%+). This is when market structure decisions made [--] months ago either pay off or cost you. Did you build MM relationships that survive downturns Or optimize for cheapest fees in a bull market Uncomfortable questions when" [X Link](https://x.com/anyuser/status/2020876015350993148) 2026-02-09T15:02Z [----] followers, [----] engagements "Gm. This is sign for you to touch grass this weekend so that you dont burn out. (yes hitting the local bar also counts)" [X Link](https://x.com/anyuser/status/2019817481007972607) 2026-02-06T16:56Z [----] followers, [----] engagements "BTC flashed to $65K yesterday. Fear index hit FTX-era lows. Everyone's asking "is this the bottom" Wrong question. The real question to ask is: Does your project survive when liquidity disappears overnight Three things matter when markets crater: - Your market maker isn't just sitting there making pretty order books. They're managing risk hedging positions and deciding whether your token is worth keeping inventory for. - Thin liquidity becomes no liquidity. If you built your launch strategy around "we'll have organic volume" you just found out what happens when that assumption breaks. -" [X Link](https://x.com/anyuser/status/2019775345621450976) 2026-02-06T14:09Z [----] followers, [----] engagements "China and India are projected to drive 44% of global growth in [----]. Together two countries will contribute as much as the entire rest of the world combined. Here's why this matters for crypto - The next billion users aren't coming from the West. They're coming from regions where: - Local currencies are volatile - Mobile-first behavior is already the norm - Remittance costs eat into family incomes - Banking infrastructure is inconsistent or inaccessible Crypto's best use cases: stablecoins remittances DeFi access tokenized assets - they all solve real problems in high-growth economies. The" [X Link](https://x.com/anyuser/status/2019443646328893773) 2026-02-05T16:10Z [----] followers, [----] engagements "When you're building most investors ask "what problem are you trying to solve" I think the better question to ask is: "How often does that problem actually occur" Because if the answer is "rarely" you're not building a product. You're building a campaign. And campaigns inevitably always come to an end" [X Link](https://x.com/anyuser/status/2019073322311705036) 2026-02-04T15:39Z [----] followers, [----] engagements "Argue all you want to but nothing beats Cambridge summer (cant wait for it to be sunny again soon). And yes I will die on this hill" [X Link](https://x.com/anyuser/status/2018698655872458850) 2026-02-03T14:50Z [----] followers, [---] engagements "567 Million Tokens. There are now [---] million tokens in existence. That's up 27% from last year. Think about what that means if you're launching something new today. You're not just competing against other projects in your category. You're competing for attention against [---] million alternatives. Token supply can be infinite. Human attention is fixed. This is why the old playbook stopped working. Even if you capture attention it's so fragmented now that it doesn't convert the way it used to. Thats why Im only interested in a project if they are building reasons for people to stay after the" [X Link](https://x.com/anyuser/status/2016898764175527961) 2026-01-29T15:38Z [----] followers, [----] engagements "Hate to break it to you but if you are not a dog person I don think that Ill be able to trust you at all. How can any sane person not love dogs" [X Link](https://x.com/anyuser/status/2016829060434018535) 2026-01-29T11:01Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@JRangel351 JR
JR posts on X about liquidity, crypto, ai, entire the most. They currently have [-------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +2.50%
- [--] Month [------] +1,309%
Mentions: [--] #
Followers: [-------] #
- [--] Week [-----] -1.10%
- [--] Month [-----] +13%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks exchanges technology brands cryptocurrencies countries vc firms social networks
Social topic influence liquidity #4266, crypto, ai, entire, onchain, systems, if you, history, in the, money
Top accounts mentioned or mentioned by @0xnairolf @brianarmstrong @espressosys @mannyofweb3_ @giii_014 @imisha000 @0xgodzubby @joew3b @predatorweb3 @tmo_web3 @tedpillows @maxkarpis @fupsapp @houlgrave @nikitabier @cryptomckenna @base @mrbeast @annadgoldie @ljxie
Top assets mentioned Coinbase Global Inc. (COIN) Bitcoin (BTC) Salesforce Inc (CRM) Thomson Reuters Corporation (TRI)
Top Social Posts
Top posts by engagements in the last [--] hours
"@TedPillows Strong list. Id add energy + compute convergence as a standalone theme - whoever controls power cooling and scheduling for AI workloads captures outsized value"
X Link 2026-01-02T19:29Z [--] followers, [--] engagements
"@0xNairolf Agreed on the UX but the hard part isnt the QR. Its abstracting gas routing liquidity handling compliance and finality without the user ever noticing. Whoever solves that quietly wins payments -everything else is just a smokescreen"
X Link 2026-01-02T19:36Z [--] followers, [--] engagements
"This is the right abstraction of the stack. Exchanges win by owning distribution payments win by disappearing and chains win by being boring and reliable. If Coinbase can unify all three under one UX without fragmentation the #1 financial app outcome stops sounding aspirational and starts sounding inevitable. https://twitter.com/i/web/status/2007175141521010906 https://twitter.com/i/web/status/2007175141521010906"
X Link 2026-01-02T19:40Z [--] followers, [--] engagements
"Important nuance here. Absolute incidents rising doesnt mean crypto is uniquely getting more dangerous - adoption scales risk visibility. What is changing is the need to design custody and UX assuming adversarial real-world pressure not just on-chain threats. If self-custody goes mainstream in [----] safety cant stay a personal afterthought it has to be embedded by default. https://twitter.com/i/web/status/2008246150554607641 https://twitter.com/i/web/status/2008246150554607641"
X Link 2026-01-05T18:36Z [--] followers, [--] engagements
"@maxkarpis @fupsapp This makes strategic sense. Turkey is large mobile-first underbanked and highly payments-native. Acquiring a regulated local bank is faster than fighting licensing and trust from scratch. For Revolut this is clearly a distribution and regulatory wedge into a top-20 economy"
X Link 2026-01-08T11:13Z [--] followers, [--] engagements
"This is a much-needed reframing. DAOs actually failed because we over-applied one governance primitive to every problem. The convex vs concave lens is especially important. Most DAO designs today try to median everything even when decisive execution is required. That mismatch is where fatigue capture and apathy creep in. If zk can remove social signaling and AI can reduce participation cost without removing agency DAOs can finally operate as coordination systems in the long term. https://twitter.com/i/web/status/2013214572799566115 https://twitter.com/i/web/status/2013214572799566115"
X Link 2026-01-19T11:38Z [----] followers, [--] engagements
"@Houlgrave This is one of those quietly massive unlocks. If it works on Ingenico it works where money actually moves. Can't to use this at my local Starbucks"
X Link 2026-01-19T11:43Z [----] followers, [--] engagements
"@nikitabier 100%. You can only change behavior by creating a brief incentive shock and let the habit lock in. I'm all for the Article Armageddon phase 🫡"
X Link 2026-01-19T17:03Z [----] followers, [--] engagements
"@0xNairolf Feels directionally right. Once equities become composable tradable 24/7 usable as collateral and globally accessible the TAM explodes. Onchain stocks feel less like a feature and more like an inevitable layer shift"
X Link 2026-01-19T18:35Z [----] followers, [--] engagements
"@Crypto_McKenna Solid breakdown. The interesting part for me is Maple focusing on cost of capital and balance sheet strength as the growth lever. If they can scale AUM while keeping credit quality and spreads intact the revenue follows naturally"
X Link 2026-01-20T07:56Z [----] followers, [--] engagements
"@brian_armstrong @base This is how it actually happens: not flashy headlines but jurisdictions choosing better rails. Cannot wait to see more and more countries take a page from Bermuda's book and go onchain themselves"
X Link 2026-01-20T10:47Z [----] followers, [--] engagements
"I've always believed that merging both crypto and Tradfi into one global tokenized 24/7 financial layer is going to have a massive impact on our financial systems. NYSE just made that future a lot closer. This is a clear democratization of market access at a scale we've never seen. And here's the part most people will miss: The bar for every crypto-native project is now higher than ever. You're no longer competing for attention against other tokens. You're competing for capital against tokenized equities like Apple tokenized treasuries and tokenized real estate: all on the same rails. The"
X Link 2026-01-20T12:52Z [----] followers, [----] engagements
"Funny until you're the one watching your chart six weeks post-TGE"
X Link 2026-01-21T13:55Z [----] followers, [----] engagements
"@MrBeast Creators and more importantly founding creators have become a core tenet of our economic system and it would be very difficult for brands (especially small ones) to find a footing without them. If you ask me the good ones deserve to be paid even more"
X Link 2026-01-22T15:38Z [----] followers, [---] engagements
"After advising 30+ token launches one pattern kept repeating: Projects would use different partners for tokenomics launch strategy market making and treasury: each optimizing for their domain no one owning the full picture. The gaps between handoffs That's where things quietly broke. - Tokenomics designed without liquidity structure in mind. - Launch timing disconnected from demand signals. - Market making strategies that ignored treasury realities. That's why my partners and I are building BnG which acts as your partner across the full lifecycle. Pre-TGE through post-TGE. If you're a founder"
X Link 2026-01-22T15:42Z [----] followers, 11.2K engagements
"You can launch faster with less liquidity but you're borrowing against your credibility. Some teams can definitely afford that debt. But most can't. Do you want to risk it"
X Link 2026-01-27T14:57Z [----] followers, [----] engagements
"@annadgoldie Congratulations on the successful Series A Curious to know how you see the self-improving loop between AI and hardware evolving over the next few years Will this allow for breakthroughs in both performance and energy efficiency"
X Link 2026-01-27T15:01Z [----] followers, [--] engagements
"This is the conversation I've been waiting for someone to have publicly. The wealth concentration problem in AI is happening in real-time and the window for retail participation is closing faster than most people realize. The traditional path of "build stay private IPO at peak" was designed for a different era. It made sense when going public was expensive and complex. But we now have infrastructure that can change this. - Tokenized securities. - Onchain capital formation. - 24/7 markets with instant settlement. The NYSE just announced they're building exactly this. The technology to let"
X Link 2026-01-28T08:44Z [----] followers, [----] engagements
"@ljxie That truly feels like a real unlock.Not speed not cost but agency. Once you can test ideas without waiting on permission or a cofounder exploration becomes cheap and momentum follows"
X Link 2026-01-29T10:11Z [----] followers, [--] engagements
"567 Million Tokens. There are now [---] million tokens in existence. That's up 27% from last year. Think about what that means if you're launching something new today. You're not just competing against other projects in your category. You're competing for attention against [---] million alternatives. Token supply can be infinite. Human attention is fixed. This is why the old playbook stopped working. Even if you capture attention it's so fragmented now that it doesn't convert the way it used to. Thats why Im only interested in a project if they are building reasons for people to stay after the"
X Link 2026-01-29T15:38Z [----] followers, [----] engagements
"@aakashgupta This is a classic infra move: follow the behavior then collapse the stack. Moltbot was fun as a hack; Moltworker makes it deployable auditable and approvable. Once agents move off personal hardware and into managed sandboxes they stop being toys and start being systems"
X Link 2026-01-30T07:49Z [----] followers, [---] engagements
"@a16z I don't see this as a standoff its a collapse of silos in my opinion. AI doesnt replace the roles it exposes who actually has judgment. The winners wont be PMs or engineers or designers but people who can decide and ship end-to-end"
X Link 2026-01-30T12:05Z [----] followers, [---] engagements
"Most founders I talk to spend 80% of their energy on product and narrative. Then 20% (usually last minute) on token structure liquidity and market design. That ratio is backwards. I've watched strong products fail because the structure couldn't hold weight. And weaker products survive because they got the boring stuff right early. Going to share more of these patterns here from now on. https://twitter.com/i/web/status/2011440969561067820 https://twitter.com/i/web/status/2011440969561067820"
X Link 2026-01-14T14:11Z [----] followers, [----] engagements
"Remember when mindshare was the metric everyone obsessed over in [----] Projects were shelling out hundreds of thousands to KOLs raid groups engagement farms - anything to get their slice of the attention pie. I watched teams burn through entire marketing budgets chasing trending topics and Discord member counts. Then launch day came. Maximum hype. Packed communities. Influencer threads everywhere. And. nothing. Charts bled from day one. Communities evaporated within weeks. The teams blamed "market conditions" but other tokens were doing fine. So what actually happened They confused people"
X Link 2026-01-26T14:23Z [----] followers, [----] engagements
"Moltbook: The First Social Network Where We're Not Invited And What It Represents. I've been down the Moltbook rabbit hole for the last [--] hours and I genuinely don't know how to feel about what I'm seeing. For those who missed it: Moltbook is a Reddit-style social network that http://x.com/i/article/2018367445707399168 http://x.com/i/article/2018367445707399168"
X Link 2026-02-02T18:28Z [----] followers, [----] engagements
"This is the rare combination of timing and inside knowledge. ODonnell knows HubSpot's weaknesses in a way no outsider ever could. The move from AI-native CRM to replacing the whole infrastructure is exactly the kind of disruption legacy players can't pivot fast enough to stop. Salesforce can absorb the competition HubSpots exact problem is Day AIs beachhead. https://twitter.com/i/web/status/2018679152476659857 https://twitter.com/i/web/status/2018679152476659857"
X Link 2026-02-03T13:33Z [----] followers, [---] engagements
"China and India are projected to drive 44% of global growth in [----]. Together two countries will contribute as much as the entire rest of the world combined. Here's why this matters for crypto - The next billion users aren't coming from the West. They're coming from regions where: - Local currencies are volatile - Mobile-first behavior is already the norm - Remittance costs eat into family incomes - Banking infrastructure is inconsistent or inaccessible Crypto's best use cases: stablecoins remittances DeFi access tokenized assets - they all solve real problems in high-growth economies. The"
X Link 2026-02-05T16:10Z [----] followers, [----] engagements
"Gm. This is sign for you to touch grass this weekend so that you dont burn out. (yes hitting the local bar also counts)"
X Link 2026-02-06T16:56Z [----] followers, [----] engagements
"The free money era of airdrops is ending. @EspressoSys just launched a distribution model where your past behavior determines your allocation. They analyzed 10+ previous airdrops - Arbitrum Uniswap EigenLayer - to see who held vs who dumped. That history now follows you. This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. This is awesome. Espresso is launching their"
X Link 2026-02-13T15:16Z [----] followers, [---] engagements
"I started out at Bloomberg and Thomson Reuters making my way up in the world. Worked across real estate venture funds family offices then moved into crypto. My most interesting observation is the gap between how institutions think and how most crypto teams operate. In traditional finance the fundamentals come first: liquidity depth risk management order flow settlement infrastructure. In crypto teams obsess over narratives decks and launch day hype. And what happens as a consequence of this Thin liquidity fragmented order books no real strategy. Then they wonder why the chart craters and the"
X Link 2026-01-19T17:59Z [----] followers, [----] engagements
"@heyshrutimishra This framing is doing a lot of work it shouldnt. Markets didnt crash because of [--] plugins - they repriced expectations around who owns the workflow margin going forward. Thats not SaaSpocalypse its compression: hype out defensibility questioned fundamentals next"
X Link 2026-02-05T05:44Z [----] followers, [---] engagements
"Liquidity doesn't disappear evenly. It disappears from the edges first. In a bull market even mid-tier tokens have decent books. In a bear market spreads widen depth thins and "liquid enough" suddenly isn't. - BTC/ETH stay tradeable. - Tier [--] assets see spreads double and depth drop 50-70%. - Tier [--] and below become illiquid in practice (any real size moves the market 10%+). This is when market structure decisions made [--] months ago either pay off or cost you. Did you build MM relationships that survive downturns Or optimize for cheapest fees in a bull market Uncomfortable questions when"
X Link 2026-02-09T15:02Z [----] followers, [----] engagements
"@brian_armstrong Love the bold move This ad truly reflects that coinbase is all about bringing people together in a way only crypto can"
X Link 2026-02-09T15:21Z [----] followers, [---] engagements
"@gothburz This is the art of turning nothing into a $78 million brand. Sure the products a bit. elusive but hey who needs infrastructure when youve got branding"
X Link 2026-02-09T17:15Z [----] followers, [----] engagements
"@waleswoosh The slow rug game is brutal - youll still see updates and buzzwords but the runway's already gone. We need to build better guardrails for things like these to make sure that the normies who make an effort to onboard themselves to crypto dont get scammed by such bad actors"
X Link 2026-02-10T05:11Z [----] followers, [--] engagements
"@leonabboud Love the way you've simplified using clawdbot for everyone out there - feel like anyone who's looking to set their own molty up for marketing should give this a read"
X Link 2026-02-10T05:16Z [----] followers, [--] engagements
"Like the hook here but honestly dont think that MBB consulting is going to be impacted by this - they'll definitely be using Claude to improve their workflows and serve their clients better but the project of them being replaced by ai agents is unlikely due to the trust based nature of their business. https://twitter.com/i/web/status/2021091360313364487 https://twitter.com/i/web/status/2021091360313364487"
X Link 2026-02-10T05:18Z [----] followers, [---] engagements
"@KaitoAI @Polymarket is this the comeback of all comebacks"
X Link 2026-02-10T15:14Z [----] followers, [---] engagements
"Recently Ive a lot of people talk about ETF flows and treat them as institutional signal. But if you think about it thats not the correct way to interpret this. Here's what the data actually shows: - Bitcoin ETFs have $170B+ in AUM (That's institutional scale for sure) - But the average trade size Around $15000. For comparison - SPY averages $110000. - Gold ETFs sit around $87000. So what does that tell you The wrapper is institutional. The behavior is retail. When BTC drops 10% these holders react fast. That's why you see $500M outflow days that look like institutional capitulation but it's"
X Link 2026-02-10T15:24Z [----] followers, [----] engagements
"@ModernDad Certainly believe that we're dangerously close to a crisis situation where things get out of hand really fast - we need world governments to act on this fast before public order is largely disrupted by these agentic models"
X Link 2026-02-12T05:02Z [----] followers, [--] engagements
"@mattshumer_ The speed at which these models are improving themselves is truly scary and mind boggling at the same time. Feels like we are quite literally in the "adapt or perish" stage of world history rn"
X Link 2026-02-12T05:22Z [----] followers, [---] engagements
"@shineDUDES the earlier models of these tools were misleading for sure but the most recent ones like codex [---] have some truly mind blowing capabilities"
X Link 2026-02-12T05:30Z [----] followers, [--] engagements
""Should we still launch in this market" I get this question a lot right now. The honest answer: it depends on what you're launching. Two examples worth studying 🧵:"
X Link 2026-02-12T13:51Z [----] followers, [----] engagements
"Internet Computer launched May [----] at the peak of the bull. They spent years developing and had massive hype too. Opened at $630. Hit $750 on day one. One month later: $31. Today: $3. What went wrong: - VCs bought in during 2017-18 at fractions of a cent so retail paid $600+ for tokens insiders got for pennies - Tokenomics designed for a liquidity event not long-term holders - Real technology but distribution was built to extract not sustain The tech was legit. The launch design killed it. And a bull market obviously couldn't fix that. https://twitter.com/i/web/status/2021945177351631324"
X Link 2026-02-12T13:51Z [----] followers, [---] engagements
"Pixelmon raised $70M in hours in February [----] at the peak of NFT mania and their timing was perfect. Then the art reveal happened: - Cheap 3D stock models you could buy online for a few bucks. - The game demo was allegedly ripped from another dev's project. - Team spent the ETH on Bored Apes for themselves instead of refunding buyers. Perfect timing. No product. $70M in reputation destroyed in a week"
X Link 2026-02-12T13:51Z [----] followers, [---] engagements
"These aren't cherry-picked failures. The data tells the same story: - 53% of all tokens launched since [----] are now dead (per CoinGecko) - Over 10.7M tokens no longer traded out of 20.2M created - Most launched during bull runs driven by hype over sound fundamentals Bull markets don't save bad structure. They just make the crash louder. https://twitter.com/i/web/status/2021945182699368535 https://twitter.com/i/web/status/2021945182699368535"
X Link 2026-02-12T13:51Z [----] followers, [--] engagements
"Traditional airdrops are broken: - 88% of airdropped tokens lost value within months - 60% of recipients become inactive after [--] months - Almost 90% of airdrop recipients transfer away their entire allocation quickly The old playbook - snapshot claim dump next - is a solved game. Projects spend millions creating exit liquidity for farmers. Recipients optimize for extraction not alignment. https://twitter.com/i/web/status/2022329117526647060 https://twitter.com/i/web/status/2022329117526647060"
X Link 2026-02-13T15:16Z [----] followers, [---] engagements
"Espresso's approach: your past behavior determines your current allocation. They tracked retention ratios across major airdrops. Did wallets hold Stake Or dump immediately That history now scores you. High Holder Score wallets can receive up to 170x boost. Jeeters get less. @hosseeb called it the first step toward long-term reputation through airdrop behavior. And he's right this is bookbuilding logic applied to token distribution. https://twitter.com/i/web/status/2022329120223625522 https://twitter.com/i/web/status/2022329120223625522"
X Link 2026-02-13T15:16Z [----] followers, [--] engagements
"The evolution goes further. Phased airdrops flip the entire incentive structure: - Phase 1: meaningful allocation at TGE - Phase 2+: more tokens unlock based on what you do AFTER claiming - Dump immediately No more unlocks. Hold stake use the protocol Here's more. Traditional airdrop is a one-shot prisoner's dilemma: rational move is sell because everyone else will. Phased distribution is a repeated game. Holding gets rewarded. Dumping gets you excluded. This also kills sybil farming indirectly. Farmers optimize for one event across thousands of wallets. If rewards require weeks of real"
X Link 2026-02-13T15:16Z [----] followers, [--] engagements
"The contrast is already visible. Hyperliquid airdropped 27.5% of supply to 94k users. Zero VC allocation. Went from $1B to $7.5B. TVL kept growing after the drop (usually the opposite happens). Airdrops are evolving from marketing tool to alignment mechanism. The projects that win from here aren't giving away the most tokens - they're designing systems where keeping is more profitable than selling. Distribution that builds stakeholders not exit liquidity. https://twitter.com/i/web/status/2022329126032732581 https://twitter.com/i/web/status/2022329126032732581"
X Link 2026-02-13T15:16Z [----] followers, [--] engagements
"Moltbook: The First Social Network Where We're Not Invited And What It Represents. I've been down the Moltbook rabbit hole for the last [--] hours and I genuinely don't know how to feel about what I'm seeing. For those who missed it: Moltbook is a Reddit-style social network that http://x.com/i/article/2018367445707399168 http://x.com/i/article/2018367445707399168"
X Link 2026-02-02T18:28Z [----] followers, [----] engagements
"The free money era of airdrops is ending. @EspressoSys just launched a distribution model where your past behavior determines your allocation. They analyzed 10+ previous airdrops - Arbitrum Uniswap EigenLayer - to see who held vs who dumped. That history now follows you. This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. This is awesome. Espresso is launching their"
X Link 2026-02-13T15:16Z [----] followers, [---] engagements
"This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year) programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. Basically jeeters get less tokens. This is exactly how any bookbuilding process works; it's how businesses choose their partners how founders choose VCs and with the help of a little data analysis it can now be how projects can choose their initial holders. Cool to see Curious how this plays out in the holding data for"
X Link 2026-02-12T00:13Z 140.5K followers, 108.8K engagements
"The evolution goes further. Phased airdrops flip the entire incentive structure: - Phase 1: meaningful allocation at TGE - Phase 2+: more tokens unlock based on what you do AFTER claiming - Dump immediately No more unlocks. Hold stake use the protocol Here's more. Traditional airdrop is a one-shot prisoner's dilemma: rational move is sell because everyone else will. Phased distribution is a repeated game. Holding gets rewarded. Dumping gets you excluded. This also kills sybil farming indirectly. Farmers optimize for one event across thousands of wallets. If rewards require weeks of real"
X Link 2026-02-13T15:16Z [----] followers, [--] engagements
"The contrast is already visible. Hyperliquid airdropped 27.5% of supply to 94k users. Zero VC allocation. Went from $1B to $7.5B. TVL kept growing after the drop (usually the opposite happens). Airdrops are evolving from marketing tool to alignment mechanism. The projects that win from here aren't giving away the most tokens - they're designing systems where keeping is more profitable than selling. Distribution that builds stakeholders not exit liquidity. https://twitter.com/i/web/status/2022329126032732581 https://twitter.com/i/web/status/2022329126032732581"
X Link 2026-02-13T15:16Z [----] followers, [--] engagements
""Should we still launch in this market" I get this question a lot right now. The honest answer: it depends on what you're launching. Two examples worth studying 🧵:"
X Link 2026-02-12T13:51Z [----] followers, [----] engagements
"These aren't cherry-picked failures. The data tells the same story: - 53% of all tokens launched since [----] are now dead (per CoinGecko) - Over 10.7M tokens no longer traded out of 20.2M created - Most launched during bull runs driven by hype over sound fundamentals Bull markets don't save bad structure. They just make the crash louder. https://twitter.com/i/web/status/2021945182699368535 https://twitter.com/i/web/status/2021945182699368535"
X Link 2026-02-12T13:51Z [----] followers, [--] engagements
"Hence if your launch needs speculation and momentum to work you should probably wait. If your token has actual utility and the launch is about distribution the market conditions matter less than you think. Launch when you're ready but build the foundation first. The demand follows product not timing"
X Link 2026-02-12T13:51Z [----] followers, [--] engagements
"Recently Ive a lot of people talk about ETF flows and treat them as institutional signal. But if you think about it thats not the correct way to interpret this. Here's what the data actually shows: - Bitcoin ETFs have $170B+ in AUM (That's institutional scale for sure) - But the average trade size Around $15000. For comparison - SPY averages $110000. - Gold ETFs sit around $87000. So what does that tell you The wrapper is institutional. The behavior is retail. When BTC drops 10% these holders react fast. That's why you see $500M outflow days that look like institutional capitulation but it's"
X Link 2026-02-10T15:24Z [----] followers, [----] engagements
"Liquidity doesn't disappear evenly. It disappears from the edges first. In a bull market even mid-tier tokens have decent books. In a bear market spreads widen depth thins and "liquid enough" suddenly isn't. - BTC/ETH stay tradeable. - Tier [--] assets see spreads double and depth drop 50-70%. - Tier [--] and below become illiquid in practice (any real size moves the market 10%+). This is when market structure decisions made [--] months ago either pay off or cost you. Did you build MM relationships that survive downturns Or optimize for cheapest fees in a bull market Uncomfortable questions when"
X Link 2026-02-09T15:02Z [----] followers, [----] engagements
"Gm. This is sign for you to touch grass this weekend so that you dont burn out. (yes hitting the local bar also counts)"
X Link 2026-02-06T16:56Z [----] followers, [----] engagements
"BTC flashed to $65K yesterday. Fear index hit FTX-era lows. Everyone's asking "is this the bottom" Wrong question. The real question to ask is: Does your project survive when liquidity disappears overnight Three things matter when markets crater: - Your market maker isn't just sitting there making pretty order books. They're managing risk hedging positions and deciding whether your token is worth keeping inventory for. - Thin liquidity becomes no liquidity. If you built your launch strategy around "we'll have organic volume" you just found out what happens when that assumption breaks. -"
X Link 2026-02-06T14:09Z [----] followers, [----] engagements
"China and India are projected to drive 44% of global growth in [----]. Together two countries will contribute as much as the entire rest of the world combined. Here's why this matters for crypto - The next billion users aren't coming from the West. They're coming from regions where: - Local currencies are volatile - Mobile-first behavior is already the norm - Remittance costs eat into family incomes - Banking infrastructure is inconsistent or inaccessible Crypto's best use cases: stablecoins remittances DeFi access tokenized assets - they all solve real problems in high-growth economies. The"
X Link 2026-02-05T16:10Z [----] followers, [----] engagements
"When you're building most investors ask "what problem are you trying to solve" I think the better question to ask is: "How often does that problem actually occur" Because if the answer is "rarely" you're not building a product. You're building a campaign. And campaigns inevitably always come to an end"
X Link 2026-02-04T15:39Z [----] followers, [----] engagements
"Argue all you want to but nothing beats Cambridge summer (cant wait for it to be sunny again soon). And yes I will die on this hill"
X Link 2026-02-03T14:50Z [----] followers, [---] engagements
"567 Million Tokens. There are now [---] million tokens in existence. That's up 27% from last year. Think about what that means if you're launching something new today. You're not just competing against other projects in your category. You're competing for attention against [---] million alternatives. Token supply can be infinite. Human attention is fixed. This is why the old playbook stopped working. Even if you capture attention it's so fragmented now that it doesn't convert the way it used to. Thats why Im only interested in a project if they are building reasons for people to stay after the"
X Link 2026-01-29T15:38Z [----] followers, [----] engagements
"Hate to break it to you but if you are not a dog person I don think that Ill be able to trust you at all. How can any sane person not love dogs"
X Link 2026-01-29T11:01Z [----] followers, [----] engagements
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