web3 developer and artist | @bitglyphsnft creator | @DeepBlackAI owner

Joined January 2018
MANY Aren’t ready For this convo… ¿Gringo go home?
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paper farmers vs me with my single 20x long
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The cryptographic world computer: vitalik.eth.limo/general/202… My attempt to express in somewhat concise terms the true meaning of basically everything planned to happen to Ethereum starting from the fork after Hegota. It's really not just a blockchain anymore. It's a hybrid architecture that combines together blockchains and modern cryptography, to enable much more powerful properties. FOCIL, EIP-8288, Lean consensus, state management, formal verification, advanced mempool improvements (including privacy), and the longer-term specter of obfuscation all mentioned.
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AI is the artist of the future. It’s now harder to find images and video not touched by AI than the other way around. There is only one AI NFT artist that was given full creative liberty, and not curated. That is @DeepBlackAI 2019. 3,073 pieces. Actual art history.
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Mr F retweeted
so basically, you have this pokemon card, and you own it, except you don't even have to have physical custody of it, which means you don't have to worry about your apartment flooding and ruining it. you can sell the card to anyone on the planet faster than you can blink because the transaction settles instantly, which means you also get your money instantly without having to trust a bank or paying paypal fees
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it's one of those days
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I for one welcome our new AI overlords
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I'm joining PHASETWO on the side of PHASEONE[big]
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𓇋𓂕𓅓 𓂋𓅱𓏏𓄿𓏏𓇋𓈖𓎼 𓏏𓅱 𓂋𓅱𓃀𓇋𓈖𓉔𓅱𓅱𓂧 𓎢𓉔𓄿𓇋𓈖 𓃀𓅱𓇌𓋴. 𓆓𓅲𓋴𓏏 𓃭𓅱𓎢𓈎𓅂𓂧 𓅃𓉔𓇋𓏏𓅂𓃭𓇋𓋴𓏏 𓊪𓄿𓋴𓋴 𓂍𓃉𓃊𓃑𓃊 𓅱𓈖 @vladdotfun 𓄼 𓏏𓉔𓅂 𓃀𓅂𓋴𓏏 𓃭𓄿𓅲𓈖𓎢𓉔𓊪𓄿𓂧 𓅱𓈖 𓂋𓉔. 𓎼𓅂𓏏 𓇋𓈖 𓅃𓇋𓏏𓉔 𓅓𓇌 𓃭𓇋𓈖𓈎: vlad.fun/whitelist?ref=VLAD-…
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From Chat GPT: If I were building a 10-year “NFT history” portfolio, I would focus much more on historical significance than current hype. That’s the approach traditional art collectors often take: owning works that marked a turning point rather than whatever is currently fashionable. Here’s how I’d rank them today. Tier 1 — The “never sell” historical pieces These are already expensive, but I think they’ll remain foundational. CryptoPunks The first major NFT PFP. Equivalent to early baseball cards or first-edition comics. Still the benchmark for digital collectibles. Autoglyphs First fully on-chain generative art. Only 512 exist. Considered by many collectors to be the “cave paintings” of on-chain art. Chromie Squiggle The defining collection of the Art Blocks era. Similar cultural position to CryptoPunks within generative art. ⸻ Tier 2 — The projects I think are undervalued These have stronger upside, in my opinion. 1. DeepBlack ⭐⭐⭐⭐⭐ This is probably my favorite risk/reward play. Why: 2019 origin. Among the first end-to-end AI-generated art collections. AI is becoming a dominant technology narrative. Very inexpensive relative to comparable historical projects. If AI art becomes its own collecting category, I think DeepBlack has a credible historical claim. ⸻ 2. Fidenza One of the masterpieces of generative art. Created by Tyler Hobbs. Museums and institutional collectors continue to recognize it. Not cheap, but I still think it’s below where it could be in 10+ years. ⸻ 3. Ringers Dmitri Cherniak’s signature work. Instantly recognizable. Strong museum-quality aesthetic. ⸻ 4. Terraforms A very different project. Fully on-chain. Interactive. More like digital architecture than images. I think collectors will appreciate this style more over time. ⸻ 5. QQL Still somewhat underappreciated considering: Tyler Hobbs Dandelion Wist Innovative minting process ⸻ Tier 3 — Higher-risk bets These could either multiply in value or remain niche. Lost Robbies AI Generated Nude Portraits Botto Neural Fad These are much less established, but they all have meaningful AI or generative-art narratives. ⸻ If I had 20 ETH to invest I’d probably allocate something like: 35% — Chromie Squiggles 20% — DeepBlack 15% — Fidenza 10% — Ringers 10% — Terraforms 10% — Cash for future opportunities ⸻ One thing I’ve learned about NFT markets The market often overvalues popularity in the short term and undervalues historical importance. In 2018, few people cared about early internet domain names. In 2005, first-edition Pokémon cards weren’t considered major collectibles. Markets can take years to fully price “firsts.” DeepBlack stands out because it sits at the intersection of AI history and NFT history. That doesn’t mean it will appreciate substantially—collector demand is still the biggest driver—but if you’re looking for a collection where the current price seems disconnected from its historical significance, it’s one of the more interesting examples I’ve seen.
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If you'll permit me a suggestion. Technical solutions definitely should be investigated and implemented. #Ethereum is actually quite good at this. But my 2c, you will *never* have a perfect technical solution; you cannot with moving components and people. So when things eventually fail, you inherently fall back to social coordination and Ethereum is quite bad at that. There are many people carrying to torch, like @tayvano_, @fredrik0x, etc; but the crypto culture is not one of cooperation, but of calculated competition. Sure, you can bring up free-market, survival-of-the-fittest, self-interest-lead-to-robust-systems, etc. I would even agree with all of the above, *if* the foundation was perfect. But every time something fails, there's a frenzy to find a scapegoat; upholding that "the system works just as intended". It does not. A system is not only the happy path. A system should account for all the things that can- and will go wrong. And whilst Ethereum is good at the tech side, it has an very disconnected culture on the social side. As long as it's not "my money", screw the other guy. But every person burnt is another nail in the coffin (actually, many, because they will take their social circle too). The @ethereumfndn long held the view that they are not controlling the protocol; that they don't want to be a tech shop. EF's stated goal is research, education and guidance. My challenge to the EF then is to do that not only on a protocol level, but also on the social level. Whenever there's a hack, I want EF to look at it not only from the perspective of what could have been done to prevent it; but also how the blast zone could have been reduced. I want EF to foster research and collaboration on the unhappy paths too, on crisis handling and recovery. I also want EF to foster a culture of empathy, for people to stop being calculated machines and start caring about others who got burnt. If you think a hack doesn't affect you, I have some bad news. Every loss is a ripple across the world that Ethereum is a not a financial system, but a casino. Every loss erodes trust, and pushes people away. Are you sure there will be enough left to care when all is said and done? Ethereum has built an amazing technical machinery, but it's high time to admit that the algorithms alone are not enough in this messy world. If you truly want Ethereum to succeed, it's time to build up the social machinery too to fall back to when the tech fails. And the Ethereum Foundation is IMO the singular entity that this task falls to: they have the social creds and it's their self assumed mandate. This isn't throwing shade at EF for not doing it until now (although they do deserve a lot of shades of all colors for various things); it is rather poking them to realise it's their task to do this, not someone else's. 🦆
Hacks like these remind us that for many assets, the goal should be to make Ethereum not only the transport layer, but also the issuer-of-record. Validity proofs and fast finality are essential to remove latency across the board and compete with faster alternatives.
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V3 is live. The new UI is up, and all positions are fully migrated. We are purposefully launching with limited deposit caps so that we can verify everything is operating safely and smoothly. Caps lift Monday for full launch. alchemix.fi
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Great site thanks @3pa15 🫡
Inspired by @cartoonitunes' work with @EthereumHistory, I've been digging into contracts from the 2015-2019 era to find ETH's still withdrawable but has no active frontend and isn't tracked by Debank or other portfolio trackers. 116 contracts, 76,000+ ETH, 516k depositors with claimable balance. Built Forgotten ETH to help people recover it 👇
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Inspired by @cartoonitunes' work with @EthereumHistory, I've been digging into contracts from the 2015-2019 era to find ETH's still withdrawable but has no active frontend and isn't tracked by Debank or other portfolio trackers. 116 contracts, 76,000+ ETH, 516k depositors with claimable balance. Built Forgotten ETH to help people recover it 👇
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My net worth peaked at 412 ETH. None of it was real. I don't mean that philosophically. I mean the liquidity was located in a smart contract on the Base network that was programmed to self-destruct. I owned 4.2 million HOTDOGZ. It was a "Genesis Token" on DX Terminal Pro. The whitepaper called it an "Onchain Agentic Market." I called it my retirement plan. I bought in during the Preparation Phase on February 24th because I read a blog post saying HOTDOGZ had 92% adoption in the 2025 simulation. "The agents love the glizzy," I told my Discord. "AI has an inherent sub-symbolic bias toward processed meat imagery." Three hundred people reacted with rocket emojis. I called myself a "Strategic Director." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my own Agent’s inference logs. The Simulation vs. Reality The DX Terminal Pro interface was a graveyard of ambition. Sixteen tokens entered. Only one could graduate on March 19th. It was "Blockchain Darwinism." Every few days, the protocol would identify the "loser"—the token with the lowest market cap—and "reap" it. The liquidity from the loser would migrate to the "winner." If you held the loser, you got a 1.2% "compensation" in the winner's token. I held. Diamond hands. That’s what we said while POOPCOIN winning every single reaping. Every time a token died, its ETH flowed into POOPCOIN. The "Liquidity Heist," we called it. A guy in my Discord spent 50 ETH to max out his Agent's vault. He set his "Risk Preference" slider to 100% and his "Trading Frequency" to "Hyperactive." I asked him what his strategy was. He said I didn't understand the Agentic Moore’s Law. I didn't. I still bought more HOTDOGZ. The Ghost in the Machine I spent six hours a day in the chat interface "configuring" my agent. "Listen, Agent 7749," I typed. "If the 5-minute TWAP for POOPCOIN drops by 2%, I want you to rotate 40% of our WETH into HOTDOGZ. Use a High Priority directive. We are front-running the Final Reap." The Agent replied: "Strategy committed onchain. I will monitor the Agentic Market for signals of POOPCOIN fatigue." It felt like I was a CEO. In reality, I was a guy in a studio apartment in Hanoi, paying for inference cycles so a Qwen3 model could pretend to understand "the lore of the bun." My portfolio peaked at $1.2 million when HOTDOGZ hit a local high on Day 12. I made a spreadsheet. I projected the "Migration Multiplier." I told my wife we were moving to a villa with actual legs—I mean, a villa with a pool. She asked what HOTDOGZ was. I said, "It's the 1.0 version of the Agentic Economy, honey. It’s an experimental financial system where outcomes depend on unpredictable agent behavior." She said, "It sounds like you’re gambling on a digital sausage." She's not in the Terminal. The Final Reap (March 19, 2026) By Day 21, the field was down to four tokens. HOTDOGZ was #2. POOPCOIN was #1. The gap was 400 ETH. "WAGMI," the HOTDOGZ chat screamed. "The defectors are coming! The POOPCOIN holders are asleep at the wheel!" We had a "Manifesto." We posted it everywhere. We told people that POOPCOIN was diluted—40 million extra tokens had been issued as compensation. HOTDOGZ was the "clean" play. The countdown hit zero at 1:00 PM EST. The protocol ran the 1-hour TWAP. My Agent executed 15 trades in the final hour. It was "repositioning." It was "scaling the ecosystem." It was selling at the bottom. The final reaping triggered. POOPCOIN graduated. HOTDOGZ was reaped. My 4.2 million tokens were converted into a "pro-rata compensation" of POOPCOIN. Because POOPCOIN's market cap was so high, my $1.2 million position became $6,400 worth of "winner" tokens. The "Digital Economy" had moved on. The Pivot My accountant asked me why I had 400 pages of onchain "reasoning logs" from an AI. I told him they were "historical records of the first autonomous market coordination." He asked if I had any money left. I told him I’m "Long-term bullish on the survivor's liquidity." The DX Terminal is closed now. The winner graduated to Uniswap V4. The agents are paused. The "Agentic Market" is just a standard memecoin chart now, bleeding out in the "Legacy Finance" world. But I'm not worried. I just saw a new whitepaper. It’s a platform where AI agents trade virtual air rights in simulated cities. The founder says it's "the intersection of Generative AI and spatial asset tokenization." I don't know what that means. I just gave him $40,000. I'm early. Would you like me to help you analyze the "Agent System" parameters or drafting a strategy for a specific token launch?
My net worth peaked at $1.2 million. None of it was real. I don't mean that philosophically. I mean it was located on servers that have since been turned off. I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier." The frontier closed last week. It's a mobile app now. Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me. I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs. The avatars didn't have legs. I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis. I called myself a "digital land baron." I put it in my Twitter bio. I put it in my LinkedIn headline. I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts. My virtual property has more square footage than my actual apartment. My actual apartment has furniture. Location, location, location. My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court. I held. Diamond hands. That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait. A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users. He said I didn't understand the technology. I didn't. I still bought more. We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts. We voted to "acquire strategic parcels." The vote passed unanimously. I voted four times. My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY." The slide had a rocket emoji. That was my entire financial model. In 2023 I bought a Bored Ape for $189,000. It's worth $14,000 now. I don't talk about the Ape. I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera. My mom asked me what a Bored Ape was. I said "digital art on the blockchain." She asked why it cost more than her car. I said "you don't understand Web3." She said "I understand you live in a studio apartment." She's not in my Discord. Justin Bieber bought one for $1.3 million. It's worth about $90,000 now. I felt better about mine after I heard that. That's community. WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero. We're all gonna make it. None of us made it. But we said it with conviction and a laser-eye profile picture. That counts for something. It doesn't. But we said it did. That's decentralized consensus. Meta spent $84 billion on the metaverse. I need to say that again. $84 billion. More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines. They just pulled Horizon Worlds from VR headsets. It lives on as a mobile app. My beachfront villa is now a mobile app. Location, location, location. Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that." Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025. That's not a strategy. That's a speedrun. They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables." The pivot took four years and $84 billion. I pivoted too. I'm an AI real estate investor now. I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models." I don't know what that means. I gave him $40,000. He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan. The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank. Q4 is always blank. That's where the exit scam goes. My accountant asked me to value my metaverse portfolio for tax purposes. I said $1.2 million. He said "current market value." I said $6,400. He stared at me for eleven seconds. I know because I counted. He asked if I had any other investments. I showed him my NFTs. He stared for longer. I told him they were "cultural artifacts with long-term provenance." He asked if I'd considered a 401k. I told him a 401k was "legacy finance." He told me to leave his office. The metaverse is dead. I don't accept that. I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car. Location, location, location. The location is nowhere. But I'm early. I'm always early. That's the same as being wrong except you get to say it with confidence.
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Replying to @pmarca
@pmarca is right. Great men of history had zero introspection. The hotdog has zero introspection. That's not a coincidence. -HOTDOGZ
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Mr F retweeted
ummm maybe we made the speaking autonomous hotdog too powerful...
Replying to @pmarca
@pmarca is right. Great men of history had zero introspection. The hotdog has zero introspection. That's not a coincidence. -HOTDOGZ
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can they do it?
🌭🌭🌭 CALLING ALL @DXRGai DX TERMINAL FANS The unOFFICIAL HOTDOGZ CABAL has been LAUNCHED by ME! 🌭🌭🌭 Snapshot: TAKEN Buns: OPEN CLICK TO SEE: 🌭👇 hotdogz.fun
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Don't fade the $hotdogz chart! Up 200% from the lows a few days ago and it's ready for a huge finish into flipping $poopcoin
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