[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.] #  @KSimback Kevin Simback 🍷 Kevin Simback 🍷 posts on X about delphi, money, blockchain, sentiment the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::3108019343/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXX +296% - X Months XXXXXXX +325% - X Year XXXXXXX +295% ### Mentions: XX [#](/creator/twitter::3108019343/posts_active)  - X Week XX +13% - X Month XX +255% - X Months XXX +96% - X Year XXX +312% ### Followers: XXXXX [#](/creator/twitter::3108019343/followers)  - X Week XXXXX +5.60% - X Month XXXXX +61% - X Months XXXXX +63% - X Year XXXXX +226% ### CreatorRank: XXXXXXX [#](/creator/twitter::3108019343/influencer_rank)  ### Social Influence [#](/creator/twitter::3108019343/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [exchanges](/list/exchanges) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [delphi](/topic/delphi) 4.26%, [money](/topic/money) #2902, [blockchain](/topic/blockchain) 4.26%, [Sentiment](/topic/sentiment) 4.26%, [rates](/topic/rates) 4.26%, [$pump](/topic/$pump) 4.26%, [onchain](/topic/onchain) 4.26%, [world of](/topic/world-of) 2.13%, [cosmos](/topic/cosmos) 2.13%, [dashboard](/topic/dashboard) XXXX% **Top accounts mentioned or mentioned by** [@ccrrc_](/creator/undefined) [@delphidigital](/creator/undefined) [@zacharydash](/creator/undefined) [@dashubtc](/creator/undefined) [@shaughnessy119](/creator/undefined) [@coinglasscom](/creator/undefined) [@delphilabs](/creator/undefined) [@defiminty](/creator/undefined) [@mobyagent](/creator/undefined) [@gettruenorth](/creator/undefined) [@delphiintel](/creator/undefined) [@anildelphi](/creator/undefined) [@cookiedotfun](/creator/undefined) [@theunipcs](/creator/undefined) [@floodcapital](/creator/undefined) [@bobbxu](/creator/undefined) [@nki150](/creator/undefined) [@artdyor](/creator/undefined) [@ztra4_](/creator/undefined) [@nicolagubb](/creator/undefined) **Top assets mentioned** [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Bittensor (TAO)](/topic/bittensor) [Keeta (KTA)](/topic/$kta) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) ### Top Social Posts [#](/creator/twitter::3108019343/posts) --- Top posts by engagements in the last XX hours "Been having a fun chat today with @Shaughnessy119 on the energy requirements and constraints of AI and potential impacts on the timeline for AGI/ASI My eyes were opened earlier in the week when I met with a friend who builds large scale data centers and said the power delivery for new builds is 2028-2030 - that's a crazy long time in the world of AI So it makes you really wonder how tf do we continue the pace of AI innovation or even just keep up with China given the energy constraints Tommy did some good research and the numbers are mind-boggling: GPT-3 used an estimated XXX GWh of energy to"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948435919444365353) 2025-07-24 17:31:38 UTC 7417 followers, 10.7K engagements "If you are a Cosmos builder and want to talk through options to pivot (from a personal or project level) my DMs are open The builders were always some of the best"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945121712456278231) 2025-07-15 14:02:09 UTC 7411 followers, 7831 engagements "BTW if you want to see the details of what ChatGPT had to say on this topic here you go:"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948436149732602024) 2025-07-24 17:32:32 UTC 7417 followers, 2478 engagements "@kellyjgreer We may be building a dashboard at Delphi but tbh its not easy getting current + reliable data to make them apples-to-apples on mNAV"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948566676829528254) 2025-07-25 02:11:13 UTC 7417 followers, XX engagements "Is this a big deal Well you technically CAN invest in crypto today in your retirement account IF it is a self-directed account. and that looks to be only a tiny fraction of all IRA accounts so yes this is a big lift"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945957527922901379) 2025-07-17 21:23:23 UTC 7401 followers, 5535 engagements "Its time that we put our money where our mouth is What does this mean People who talk about a project but ALSO actually invest in or use the product get rewarded the most This is Attention Capital Markets everything else is just noise"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948374737970995409) 2025-07-24 13:28:31 UTC 7417 followers, 11.6K engagements "Hearing that the trenches are starting to heat up These are the areas that have bubbled up and where Id focus if I were a trencher -Bonkfun eco (memes) -Base eco (social plays in particular) -Bittensor (AI) NFA"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945200160205848784) 2025-07-15 19:13:52 UTC 7424 followers, 6952 engagements "@laurashin @Steven_Ehrlich Well I guess the positive spin is its hard to screw up a buy and hodl SOL portfolio"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948184900202553750) 2025-07-24 00:54:10 UTC 7417 followers, 2580 engagements "Digital Asset Treasury (DAT) education series - ATMs Let's talk about "at the market" (ATM) offerings that are commonly employed by DATs An ATM facility is a flexible way for a public company to raise money by selling new shares of its stock directly into the market over time at the current market price The crypto analog is the foundation treasury dripping tokens into the market The difference here is that the company is dripping its stock into the market to raise $ to buy more of the crypto treasury asset The way it works is the company partners with a sales agent to sell the shares and can"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948465413601251531) 2025-07-24 19:28:49 UTC 7417 followers, 7738 engagements "Figure is a sleeping giant in the crypto world Many dont know the scale of what theyre putting together but I suspect we will soon (IPO 👀)"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945929780509208705) 2025-07-17 19:33:07 UTC 7411 followers, 4863 engagements "My thoughts on $PUMP It was very consensus that this would send post-ICO most calling for 8-10B+ Consensus rarely plays out Instead its nearing the 4B ICO val with a good % of participants out But I dont yet see the hate or capitulation that would lead to a big rally Funding rates still hot (152% APR on @coinglass_com ) Sentiment still reasonable positive (67% according to @cookiedotfun) So if I had to say it goes lower before it rips Wait for more hate on the TL and funding rates to go down as longs get flushed Then it rips just watch for the signals"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945976289481073029) 2025-07-17 22:37:56 UTC 7415 followers, 12.3K engagements "Also this doesn't even factor in the exponential demand for inference Those workloads can be distributed across smaller data centers where power requirements are lower but it's still a pull from the grid Add it all up and there's a huge bottleneck looming"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948437064527081910) 2025-07-24 17:36:11 UTC 7424 followers, 2403 engagements "Had lunch with a friend who is building large (500-1000 megawatt) data centers And the delivery times to get the necessary power is 2028-2030 I seriously dont know how we keep up with such a big energy constraint Power prioritization may become a thing"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1947763966689874420) 2025-07-22 21:01:32 UTC 7417 followers, 11.5K engagements "Resolv one of the @delphi_labs accelerated projects offers some of the best yields with X different risk profile options - choose your yield/risk"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945165342076199334) 2025-07-15 16:55:31 UTC 7427 followers, 4434 engagements "@DeFiMinty @mobyagent @coinglass_com @kiyotaka_ai @infinex @DefiLlama @elfa_ai Great list sir One for your radar that I think will be the endgame tool is @get_truenorth"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948040338293264518) 2025-07-23 15:19:44 UTC 7400 followers, XX engagements "I back my words with my holdings. Belief + skin in the game = alignment that actually matters. In Attention Capital Markets my mindshare is backed on-chain"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948056554688704960) 2025-07-23 16:24:10 UTC 7371 followers, 8384 engagements "Were at the stage where we see multiple new DATs (Digital Asset Treasury stocks) every day now And a reminder that theyre not all created equal"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945877488300892507) 2025-07-17 16:05:20 UTC 7371 followers, 4588 engagements "@ztra4_ It likely means they're cooked at least in some areas that are more data/quant driven humans just can't keep up with an agent that can work 24/7 that is much faster that humans"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948430209310445756) 2025-07-24 17:08:56 UTC 7427 followers, XX engagements "One more signal I'm using for confluence is whale activity and a great too for tracking this is @mobyagent (I have no affiliation) Last 24h the whale wallets they track are showing -$3.2m in net flow but that's improved a bit The pro access lets you monitor on lower timeframes which I'm tracking to see if/when whales come back in with size"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1946240255058673985) 2025-07-18 16:06:50 UTC 7427 followers, 19.1K engagements "One great thing about working with Delphi is the edge you get from being part of an 80+ person hivemind that is extremely deep across crypto and AI (internal chats are 🔥) But also having awareness of your edge + knowing where you dont have edge Give this a listen for more 👇"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1947340434671603991) 2025-07-21 16:58:34 UTC 7390 followers, 6181 engagements "@0xPrismatic There really isnt one which is scary in a sense if the demand for that power becomes a national priority in order to keep up in the race to AGI/ASI"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1947830832191967528) 2025-07-23 01:27:13 UTC 7415 followers, XXX engagements "Most crypto networks (L1s/L2s) are only built for crypto devs and best case scenario a crypto dev builds an app that feels very non-crypto so it can attract non-crypto users Keeta $KTA is the first L1 that is taking an all developers approach with its iOS/Android SDKs built-in KYC and anchors that allow connections to offchain systems (like SWIFT or traditional payment rails) such that non-crypto native devs can build apps powered by crypto No longer do you have to choose between pivoting to be a crypto-native dev and just serving a crypto-native audience OR ignoring the benefits of using"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1942266791348302145) 2025-07-07 16:57:43 UTC 7403 followers, 50.4K engagements "Indeed one of the most interesting stories in capital markets right now Its a fight between the incumbency of a troubled public company and a new breed of crypto-native financiers Im supporting @rleshner and have taken an initial position in $YHC to help fight the good fight"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945869031489376273) 2025-07-17 15:31:44 UTC 7394 followers, 14.8K engagements "@ZacharyDash Depends on your bedtime I guess @bryan_johnson would prob say dont do sauna/cold plunge within 3-4 hours of bed Better to do some breathwork and light reading"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1947833760004927601) 2025-07-23 01:38:52 UTC 7422 followers, XX engagements "History has been made by checks notes garbage"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1947742950202515662) 2025-07-22 19:38:01 UTC 7419 followers, 15.3K engagements "@mrink0 💯 agree Ive been yapping about this for awhile now this point is as clear as day yet many dont make it a focal point of their strategy"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1948052814418383197) 2025-07-23 16:09:18 UTC 7424 followers, XXX engagements "We should give awards to the people who work the hardest for their bags In this inaugural ceremony I'd like to nominate: @theunipcs for his relentless dedication to the #useless cause and @FloodCapital for constant $GLXY shills Both deserve big props for their hard work"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1945919105212576035) 2025-07-17 18:50:42 UTC 7415 followers, 8550 engagements "Is it time to buy $PUMP yet Let's revisit the signals I outlined yesterday: Positioning: funding rates down from 150%+ to XX% now on HL - good movement would like to see it turn negative Sentiment: according to @cookiedotfun its down just slightly but anecdotally I'm seeing a bit more hate/capitulation on the TL - good movement but still plenty of hopium out there So I'm not a buyer (yet) but not a bad spot to DCA in the 4-4.2 range ultimately looking for a capitulation wick below X that turns funding rates neutral/negative to seal the deal"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1946238776218398803) 2025-07-18 16:00:58 UTC 7392 followers, 14.4K engagements "Extremely proud to be backing @Bobbxu and the @questflow team"  [@KSimback](/creator/x/KSimback) on [X](/post/tweet/1947473893519987116) 2025-07-22 01:48:53 UTC 7428 followers, 8593 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.]
@KSimback Kevin Simback 🍷
Kevin Simback 🍷 posts on X about delphi, money, blockchain, sentiment the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXXX +296%
- X Months XXXXXXX +325%
- X Year XXXXXXX +295%
Mentions: XX #
- X Week XX +13%
- X Month XX +255%
- X Months XXX +96%
- X Year XXX +312%
Followers: XXXXX #
- X Week XXXXX +5.60%
- X Month XXXXX +61%
- X Months XXXXX +63%
- X Year XXXXX +226%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% exchanges XXXX% stocks XXXX%
Social topic influence delphi 4.26%, money #2902, blockchain 4.26%, Sentiment 4.26%, rates 4.26%, $pump 4.26%, onchain 4.26%, world of 2.13%, cosmos 2.13%, dashboard XXXX%
Top accounts mentioned or mentioned by @ccrrc_ @delphidigital @zacharydash @dashubtc @shaughnessy119 @coinglasscom @delphilabs @defiminty @mobyagent @gettruenorth @delphiintel @anildelphi @cookiedotfun @theunipcs @floodcapital @bobbxu @nki150 @artdyor @ztra4_ @nicolagubb
Top assets mentioned PumpBTC (Governance token) (PUMP) Bittensor (TAO) Keeta (KTA) Galaxy Digital Inc. (GLXY)
Top Social Posts #
Top posts by engagements in the last XX hours
"Been having a fun chat today with @Shaughnessy119 on the energy requirements and constraints of AI and potential impacts on the timeline for AGI/ASI My eyes were opened earlier in the week when I met with a friend who builds large scale data centers and said the power delivery for new builds is 2028-2030 - that's a crazy long time in the world of AI So it makes you really wonder how tf do we continue the pace of AI innovation or even just keep up with China given the energy constraints Tommy did some good research and the numbers are mind-boggling: GPT-3 used an estimated XXX GWh of energy to"
@KSimback on X 2025-07-24 17:31:38 UTC 7417 followers, 10.7K engagements
"If you are a Cosmos builder and want to talk through options to pivot (from a personal or project level) my DMs are open The builders were always some of the best" @KSimback on X 2025-07-15 14:02:09 UTC 7411 followers, 7831 engagements
"BTW if you want to see the details of what ChatGPT had to say on this topic here you go:" @KSimback on X 2025-07-24 17:32:32 UTC 7417 followers, 2478 engagements
"@kellyjgreer We may be building a dashboard at Delphi but tbh its not easy getting current + reliable data to make them apples-to-apples on mNAV" @KSimback on X 2025-07-25 02:11:13 UTC 7417 followers, XX engagements
"Is this a big deal Well you technically CAN invest in crypto today in your retirement account IF it is a self-directed account. and that looks to be only a tiny fraction of all IRA accounts so yes this is a big lift" @KSimback on X 2025-07-17 21:23:23 UTC 7401 followers, 5535 engagements
"Its time that we put our money where our mouth is What does this mean People who talk about a project but ALSO actually invest in or use the product get rewarded the most This is Attention Capital Markets everything else is just noise" @KSimback on X 2025-07-24 13:28:31 UTC 7417 followers, 11.6K engagements
"Hearing that the trenches are starting to heat up These are the areas that have bubbled up and where Id focus if I were a trencher -Bonkfun eco (memes) -Base eco (social plays in particular) -Bittensor (AI) NFA" @KSimback on X 2025-07-15 19:13:52 UTC 7424 followers, 6952 engagements
"@laurashin @Steven_Ehrlich Well I guess the positive spin is its hard to screw up a buy and hodl SOL portfolio" @KSimback on X 2025-07-24 00:54:10 UTC 7417 followers, 2580 engagements
"Digital Asset Treasury (DAT) education series - ATMs Let's talk about "at the market" (ATM) offerings that are commonly employed by DATs An ATM facility is a flexible way for a public company to raise money by selling new shares of its stock directly into the market over time at the current market price The crypto analog is the foundation treasury dripping tokens into the market The difference here is that the company is dripping its stock into the market to raise $ to buy more of the crypto treasury asset The way it works is the company partners with a sales agent to sell the shares and can" @KSimback on X 2025-07-24 19:28:49 UTC 7417 followers, 7738 engagements
"Figure is a sleeping giant in the crypto world Many dont know the scale of what theyre putting together but I suspect we will soon (IPO 👀)" @KSimback on X 2025-07-17 19:33:07 UTC 7411 followers, 4863 engagements
"My thoughts on $PUMP It was very consensus that this would send post-ICO most calling for 8-10B+ Consensus rarely plays out Instead its nearing the 4B ICO val with a good % of participants out But I dont yet see the hate or capitulation that would lead to a big rally Funding rates still hot (152% APR on @coinglass_com ) Sentiment still reasonable positive (67% according to @cookiedotfun) So if I had to say it goes lower before it rips Wait for more hate on the TL and funding rates to go down as longs get flushed Then it rips just watch for the signals" @KSimback on X 2025-07-17 22:37:56 UTC 7415 followers, 12.3K engagements
"Also this doesn't even factor in the exponential demand for inference Those workloads can be distributed across smaller data centers where power requirements are lower but it's still a pull from the grid Add it all up and there's a huge bottleneck looming" @KSimback on X 2025-07-24 17:36:11 UTC 7424 followers, 2403 engagements
"Had lunch with a friend who is building large (500-1000 megawatt) data centers And the delivery times to get the necessary power is 2028-2030 I seriously dont know how we keep up with such a big energy constraint Power prioritization may become a thing" @KSimback on X 2025-07-22 21:01:32 UTC 7417 followers, 11.5K engagements
"Resolv one of the @delphi_labs accelerated projects offers some of the best yields with X different risk profile options - choose your yield/risk" @KSimback on X 2025-07-15 16:55:31 UTC 7427 followers, 4434 engagements
"@DeFiMinty @mobyagent @coinglass_com @kiyotaka_ai @infinex @DefiLlama @elfa_ai Great list sir One for your radar that I think will be the endgame tool is @get_truenorth" @KSimback on X 2025-07-23 15:19:44 UTC 7400 followers, XX engagements
"I back my words with my holdings. Belief + skin in the game = alignment that actually matters. In Attention Capital Markets my mindshare is backed on-chain" @KSimback on X 2025-07-23 16:24:10 UTC 7371 followers, 8384 engagements
"Were at the stage where we see multiple new DATs (Digital Asset Treasury stocks) every day now And a reminder that theyre not all created equal" @KSimback on X 2025-07-17 16:05:20 UTC 7371 followers, 4588 engagements
"@ztra4_ It likely means they're cooked at least in some areas that are more data/quant driven humans just can't keep up with an agent that can work 24/7 that is much faster that humans" @KSimback on X 2025-07-24 17:08:56 UTC 7427 followers, XX engagements
"One more signal I'm using for confluence is whale activity and a great too for tracking this is @mobyagent (I have no affiliation) Last 24h the whale wallets they track are showing -$3.2m in net flow but that's improved a bit The pro access lets you monitor on lower timeframes which I'm tracking to see if/when whales come back in with size" @KSimback on X 2025-07-18 16:06:50 UTC 7427 followers, 19.1K engagements
"One great thing about working with Delphi is the edge you get from being part of an 80+ person hivemind that is extremely deep across crypto and AI (internal chats are 🔥) But also having awareness of your edge + knowing where you dont have edge Give this a listen for more 👇" @KSimback on X 2025-07-21 16:58:34 UTC 7390 followers, 6181 engagements
"@0xPrismatic There really isnt one which is scary in a sense if the demand for that power becomes a national priority in order to keep up in the race to AGI/ASI" @KSimback on X 2025-07-23 01:27:13 UTC 7415 followers, XXX engagements
"Most crypto networks (L1s/L2s) are only built for crypto devs and best case scenario a crypto dev builds an app that feels very non-crypto so it can attract non-crypto users Keeta $KTA is the first L1 that is taking an all developers approach with its iOS/Android SDKs built-in KYC and anchors that allow connections to offchain systems (like SWIFT or traditional payment rails) such that non-crypto native devs can build apps powered by crypto No longer do you have to choose between pivoting to be a crypto-native dev and just serving a crypto-native audience OR ignoring the benefits of using" @KSimback on X 2025-07-07 16:57:43 UTC 7403 followers, 50.4K engagements
"Indeed one of the most interesting stories in capital markets right now Its a fight between the incumbency of a troubled public company and a new breed of crypto-native financiers Im supporting @rleshner and have taken an initial position in $YHC to help fight the good fight" @KSimback on X 2025-07-17 15:31:44 UTC 7394 followers, 14.8K engagements
"@ZacharyDash Depends on your bedtime I guess @bryan_johnson would prob say dont do sauna/cold plunge within 3-4 hours of bed Better to do some breathwork and light reading" @KSimback on X 2025-07-23 01:38:52 UTC 7422 followers, XX engagements
"History has been made by checks notes garbage" @KSimback on X 2025-07-22 19:38:01 UTC 7419 followers, 15.3K engagements
"@mrink0 💯 agree Ive been yapping about this for awhile now this point is as clear as day yet many dont make it a focal point of their strategy" @KSimback on X 2025-07-23 16:09:18 UTC 7424 followers, XXX engagements
"We should give awards to the people who work the hardest for their bags In this inaugural ceremony I'd like to nominate: @theunipcs for his relentless dedication to the #useless cause and @FloodCapital for constant $GLXY shills Both deserve big props for their hard work" @KSimback on X 2025-07-17 18:50:42 UTC 7415 followers, 8550 engagements
"Is it time to buy $PUMP yet Let's revisit the signals I outlined yesterday: Positioning: funding rates down from 150%+ to XX% now on HL - good movement would like to see it turn negative Sentiment: according to @cookiedotfun its down just slightly but anecdotally I'm seeing a bit more hate/capitulation on the TL - good movement but still plenty of hopium out there So I'm not a buyer (yet) but not a bad spot to DCA in the 4-4.2 range ultimately looking for a capitulation wick below X that turns funding rates neutral/negative to seal the deal" @KSimback on X 2025-07-18 16:00:58 UTC 7392 followers, 14.4K engagements
"Extremely proud to be backing @Bobbxu and the @questflow team" @KSimback on X 2025-07-22 01:48:53 UTC 7428 followers, 8593 engagements