Part time trader on https://nitter.gq/t.co/fCOXmeAXqX, Full-time barista https://nitter.gq/t.co/Ii483rb2Gr
Joined October 2023
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onchainquant retweeted
give a man a fish and you feed him for a day
teach a man to Claude Code and you financially ruin him with distracting side projects for the rest of his life
onchainquant retweeted
Funds are SAFU = I will nuke all your longs, I will devalue your alts by -30%, then I will give you your coins back for -30% cheaper than I sold/shorted them for.
Simply giving those coins back to their owners doesn't mean you are clean.
This is the scam CZ & Binance have pulled on the industry for years.
Crypto was made for self custody.
onchainquant retweeted
😂. Would be like me congratulating my neighbor with the same landlord as me publicly: “Congratulations to my neighbor for successfully Airbnbing out his apartment. I didn’t want to violate my lease agreement, but kudos to you for the bravery to do it so flagrantly.”
It's amazing to see that Solana was able to advertise and even get an office in China. 👏
@BNBChain was not able to do this, so far. 🤣
Hopefully, what's good for one industry player is also good for the rest.
onchainquant retweeted
Is Altman connecting dots with $WLD? 👀
Look at what's happening:
- ChatGPT's mysterious wallet surfaces
- OpenAI launches 24/7 autonomous dots
- World Money rolls out stablecoin payments
- World ID building infrastructure for agents
- World's Year 3 summary teases a new World ID app and a mysterious "fall moment"
World even published an article specifically connecting OpenAI's dots to proof of humanity.
AI agents need to transact, but they also need trusted humans behind them.
No integration confirmed, but that's a hell of a lot of coincidences.
While CT piles into increasingly crowded $NEAR & $ZEC narratives, the smarter asymmetric bet could be the one everyone's overlooking.
onchainquant retweeted
Now I find myself thinking that whenever I provide any personal information to a crypto project, I should check to see if the project actually employs real developers.
@edison0xyz seems to really love Vibe Coding.
unavailable
onchainquant retweeted
this is the best write up on something that’s still being heavily overlooked on Robinhood
$800,000 in fees in one day on Robinhood
and the token is at 11 million marketcap still
onchainquant retweeted
Believe in Ai Agents
Believe in Robotics
Believe in Physical AI
Believe in $VIRTUALS
nitter.gq/virtuals_io/status/209…
onchainquant retweeted
also ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 is basically the only robotics/physical ai token @Rewkang has given any public credit to.
eyeing ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73.
thesis:
- virtuals is the biggest platform for launching tokenized ai agents (18k+ launched, day-one infrastructure on RH chain).
- unitree is the company behind viral dancing humanoid robots from china and did ~$250m revenue in 2025 (+335% yoy) with ~$85m net profit at 60% gross margins, shipped a ton of humanoids and is profitable.
- unitree ipo soon on shanghai's STAR market ~aug 19. first humanoid robotics listing, ~$9b pricing with only 10% of shares floating. small-float STAR debuts go vertical, CXMT did +466% on day one 2 weeks ago. retail outside of china cannot buy the stock (unless tradexyz lists UNITREE like it did for CXMT).
- virtuals' robotics division is unitree's data partner, running 30+ of their robots and producing the most unitree training data outside china. that makes ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 pretty much the only unitree beta liquid token.
- this is a purely robotics x ai narrative trade, not a fundamentals trade. the actual data business is nonsubstantial in terms of revenue.
- regardless i think the r/r is pretty decent. we have dated binary catalysts, token 87% off ath, fully unlocked supply, and a secondary narrative with $200m+ agent volume on RH chain in its first month.
caveat: if ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 doesn't move within days of the debut, thesis is dead and i'm out. nfa.