Degentraland

Insiders are insider trading on insider trading allegations of insiders front running bundled tokens from insiders dumping on side wallets.

Total crypto market cap is up 7% today and no one is talking about it.

Say what you want about Mark Zuckerberg. He is ALWAYS early.
• Acquired Instagram in 2012 for $1B. Market said he overpaid. Now worth $100B+.
• Acquired WhatsApp in 2014 for ~$20B. Hedging declining youth engagement + the shift to private messaging. Now worth $100B+.
• Announced Libra in 2019 when the stablecoin market was ~$5B. Today it’s ~$300B+.
If regulation and market headwinds hadn’t killed it, Meta’s stablecoin business would likely be bigger than Circle or Tether.

Biggest takeaway from ETH Denver:
There is so much opportunity in novel DeFi markets.
RWAs, prediction, perps, gambling, FX.
New types of market making and arbitrage. Vaults and yield generation strategies.
Whoever figures out how to best monetize will win.

FX is the product with the greatest asymmetric gains in crypto right now.
Stablecoin market is ~$300bn but 99% is denominated in USD.
~50% of global payments are in non-USD currencies (EUR, GBP, MXN, BRL, etc.)
The PMF is proven, but the TAM is untapped.
Several companies are launching non-USD stables (many with regulatory moats and highly-sought after EMI licenses).
Bet on the companies tokenizing these currencies and the infra (like Tempo or Circle) that enables them.

My engagement is dogshit after taking a year off X.
But the alpha I’m about to provide to the hundred people that see my posts will be generational.
Excited to run it back with you all.

Despite the down-only market, I’ve never been more bullish on crypto.
-BlackRock buying Uniswap tokens
-Apollo buying Morpho tokens
-Citadel, Ark, Tether buying LayerZero equity/tokens
-CME exploring token launch
-Other major public companies (unannounced) exploring token launches.
-Schwab, BlackRock, Morgan Stanley, Visa, etc. on a crypto hiring frenzy.
The institutions are here. And they’re buying your coins at a discount.
Stables/RWA/DeFi/AI will lead the charge in 2026, given proven PMF in crypto.
But we’re already seeing an increased interest in long-forgotten sectors: consumer/entertainm

Every crypto influencer is pivoting to AI 😂
Bottom signal

People dreamed of institutions buying their bags for years
Unfortunately, retail got completely rinsed by scammers, exchanges, and teams OTCing right before BlackRock open market buys 🤷‍♂️

Supercycle (memes)

$CENTS holders grew to almost 7k in a day.
Top 10 holders now own less than 15% of the supply.
There are so few legit AI memes right now. This one is obvious to me.

BTC is $85k.
You don't have to take shit from anyone anymore.

My brothers in Christ.
I spent 7 figures on pictures and virtual land last cycle.
We are so god damn early.

$CENTS will succeed because:
1. It's the ultimate community manager.
The AI agent replies to everyone. Insightful responses, not just the trite "gm" we've grown numb to.
2. The community will have deeper psychological ties to this bot vs. comps.
The community collectively trains the model through its responses. Think of it like raising a child.
3. Strong network effects.
As the price goes up, and more people enter the eco_, the AI agent will learn and improve at a faster rate.

$GOAT was the first memecoin I played in size.
Putting similar conviction into $CENTS.
Only sentient meme I've seen that can rival Truth Terminal.

It’s honestly surreal seeing BTC holding strong above $80k.
Those who stuck around during FTX / Luna know how dismal it was.
Everyone was laughing at us and dancing on our graves.
Who’s laughing now?