New PFP🐧
Excited to join and be part of the strongest @pudgypenguins community. Bullish on community, IP and consumer crypto.
What do I do next ? 🤔
I LOST MY BELIEF IN CRYPTO.
I haven’t posted on X for almost 4 months. NGL I was burned out. Unmotivated. At some point I genuinely started questioning whether the space was worth believing in.
Then today happened.
I was hosting X space with founders and builders from some of the biggest NFT projects . People running multi million dollar businesses, building massive brands and yet being some of the most humble and down to earth people I’ve met. Different backgrounds, different journeys, different stories but all united by one thing: they genuinely believe in what they are building.
Today’s conversation reminded me that success isn’t about speaking perfect English , it is not about where u r from . It is not even about how much u know ab crypto or NFT. U don’t need to be smartest person in the room .
What matters is passion. Belief. Consistency. Loving what you do even when things get hard. There is a place for everyone in this space . I’m incredibly proud of the projects that joined today’s convo. They are helping more and more people outside of web3 understand what we r actually building here. They r changing how normies look at NFTs, crypto and the people behind them.
I came to the X space with doubts. I left believing in web3 100x more than before . Thank u everyone who shared their stories today.
And if there is one thing I’m taking away today , is this: the builders who refuse to give up are the ones who change the future.
the bitcoin selling might finally be exhausting itself.
@willywoo just said the bearish sell-down "seems to have exhausted"
giving price a reason to breathe, maybe even a push toward mid-$70k.
been range-bound between $60-70k for three weeks
that range might be the floor we needed to find
Q4 could be the turn
Q1/Q2 2027 is when Woo thinks momentum really comes back
do you agree with this thesis?
bitcoin was getting dumped every single day at 10am🚨
then a lawsuit named Jane Street dropped. and in one day crypto added $170 billion in market value.
here's what's actually going on.🧵
it starts with an intern.
Bryce Pratt worked at Terraform Labs, then left to join @JaneStreetGroup in September 2021
he stayed connected to his former employer through a private chat group the court filing literally calls "Bryce's Secret."
that chat group is now exhibit A in a federal insider trading case.
on May 7, 2022, Terraform quietly pulled $150 million from a key liquidity pool. no announcement. no public notice.
within ten minutes, a wallet linked to Jane Street pulled $85 million from the same pool.
ten minutes.
the combined selling helped break UST's dollar peg
Luna's mint-and-burn mechanism spiraled. $40 billion in market value gone in days.
the lawsuit says Jane Street avoided over $200 million in losses by unwinding hours before the collapse.
trades that "would have been impossible without inside information."
then there's the 10am thing
starting late 2024, bitcoin dropped hard almost every trading day at exactly 10am Eastern.
algorithmic, precise, wildly out of proportion to market conditions
wiped leveraged longs, triggered cascades, then reversed
Glassnode tracked it for months. the pattern wasn't subtle.
Jane Street is a designated market maker for multiple Bitcoin ETFs including BlackRock's IBIT
they have the inventory and infrastructure to sell into thin order books at open, push the price down, let liquidations stack, and re-enter lower.
a move they would have manufactured themselves.
here's the part that's hard to ignore.
after the Terraform lawsuit filings went public, the 10am crashes stopped.
Bitcoin had one of its best days in months. ETH up 13%. SOL up 15%. $170 billion added in a single day
traders who'd watched the 10am pattern for months noticed immediately.
none of this is a verdict.
the lawsuit is heavily redacted.
Jane Street calls it "desperate" and "baseless."
but the thread exists now.
One post from @claudeai just triggered a historic IBM stock crash
AI just punched a 100 year old tech giant in the face
@IBM stock crashed 13% after Anthropic announced its AI can modernize old COBOL code faster and cheaper.
Why does this matter?
COBOL is ancient programming language that still runs banks, governments and massive enterprise systems
It is messy, complex and expensive to upgrade
Companies like IBM make serious money helping firms maintain and modernize it
It takes years. It costs millions.
Now AI claims it can understand that old code and help convert or upgrade it in a fraction of the time
Investors did the math instantly
If AI can automate this work, the high margin legacy services business starts looking vulnerable.
Less time. Fewer engineers. Lower costs. Smaller contracts.
That fear alone wiped billions off IBM’s market value in a single day.
This is bigger than one stock move.
It shows AI is moving beyond chatbots and hype
It is attacking boring, stable, cash cow businesses
The kind investors thought were safe
Everyone screaming “buy the dip”.
But since Oct 10, liquidity feels different.
Bitcoin erased $1.21T.
Bitcoin fell $62k with no real relief rally.
That’s historically abnormal.
Volatility feels different.
Players feel different.
ct won’t be the same after this 👀
KOLs who shill gambling/ prediction markets products without disclosure will be suspended
Is it a good thing or bad?
Trump just announced he’s classifying more files…
And Polymarket just pushed alien disclosure to 17% before 2027.
We turned Area 51 into a prediction market.
Monad raised $431M at a $3B valuation.
3 months later:
• Director of Growth resigns
• Head of DeFi resigns
• Ecosystem team member resigns
In crypto, raising is the easy part.
Keeping builders is the real product market fit.
There’s a new narrative emerging called attention markets 👀
On Solana, you can now create and trade “attention markets.”
Someone pays 1 SOL to launch a Trend
like a hashtag, meme or topic.
Others can buy into it
betting that this idea will go viral online
do you think it could be as big as memecoins?
this cycle might not be about retail onboarding
it might be about non human onboarding
if millions of agents need wallets, liquidity and execution environments
blockchains become machine settlement layers
we are early to machine native finance
Free groceries > billboard ads🤯
Wild seeing a prediction market run a free grocery store in NYC
@Polymarket did a pop-up in NYC
crowds loved it
people showed up
this is what experiential marketing looks like
question is just how sustainable that play is
i don’t want to scare you but
the world uncertainty index just hit an all time high
almost 2x higher than covid
-uncertainty at record highs
-debt at record highs
-asset prices at record highs
meanwhile people feel poorer every year
something is off
and nobody knows what’s gonna happen next
elon is about to turn X into a bank👀
x money launches in beta in 2 months
closed beta already running, public beta next
imagine sending money
-investing
-paying bills
-tipping creators
-all inside x
that’s the roadmap
ct should be paying attention
if x money integrates crypto rails
and pushes to hundreds of millions
that’s instant mainstream adoption
