Ansem 🐂🀄️ @blknoiz06

RT @PhoenixTheDev_: All of the crypto bros are interested in roblox now I wonder if this will impact us in a few months or just a phase wh…

@prxnterr @0xuberM i picked the wrong coin not even a week ago 😫

@WheelerrDealerr @Puissant_FeLLA @0xuberM barely any and i lost money on it 😂

@0xuberM give me the right coin & i will get to work immediately brother 😆

RT @notthreadguy: (LIVE) Exposing the TRUTH of the $50B Roblox Economy AND the state of the market https://t.co/A9kqj6Dv5l

@raomtr4 i am not saying capitulation as in saylor will be the one selling

@flashfx yea thats the doomer thesis 😂

RT @kernow_bull: @andyeswecan @blknoiz06 His point being Bitcoin has heavily underperformed gold over the last year as a specific timeframe…

RT @Crypto_Chase: @blknoiz06 personally think saylors stack does more to deter institutions and HNWI's than bring them in. there really isn…

@DerDRIB has nothing to do with bitcoin or zcash

i choose to believe that the past year of underperformance of bitcoin relative to gold is largely because of old holders with cost basis < $100 cashing out in tandem with four year cycle top timing and ends sometime in 2026, people with near 100% NW in crypto re-allocating as metals break out of decade long consolidation & compression believe that bitcoin finds its place in portfolios with gold & silver exposure and benefits from large HNWIs & institutions adding small positions, $BTC as digital analog to gold is easier to transport across global borders, easier to transact with, and overall just a better asset in heavily digital world, think $ZEC also continues to benefit from this and trades closer to 1/10th of $BTC's value over next few years technicals wise don't think it trades beneath last cycle's price peak of ~$69k in 2021 and would be invalidated on bullish outlook if that were to happen on a high timeframe basis, saylor's cost average is currently ~$75k and believe if we traded beneath there it would be a fullscale capitulation into generational buying opportunity, timewise idea would be invalidated if no new all time in 2026 as it would mean from my perspective that the same allocators driving gold's repeated all time highs are not allocating towards $BTC during the same period considering bitcoin is only ~$2T mcap while gold is ~$32T & that $BTC is just risk-on beta in which case it just makes more sense to buy equities building frontier tech, bitcoin's underperformance should be temporary, believe current gap is deep value and accumulating sub $100k will look obvious in hindsight less than a year

RT @a1lon9: @blknoiz06 ideally, we're looking for OTC token deals with the teams so the teams get cash and Pump Fund gets token exposure.

@a1lon9 if pump fun invests in a lot of these companies do pump holders benefit in any way if the pump vc portfolio does well

ngl i dont really understand how crypto onchain is functioning atm, company with over $2B on balance sheet publicly commits to investing millions of dollars in projects on their launchpad once they hit $10M mcap and none of them even move 😂

RT @spyzer: @blknoiz06 there are multiple solutions different to Metadao and I've listed them in my article please read it, should also g…

@0xResurge @KnifeOnchain @0xuberM im not justifying anything whenever you post a coin on the timeline there's reputational risk attached i think its fair to talk about ppl who mentioned coins that dont end up doing well regardless of if its their direct fault or the devs or whoever

RT @zinceth: is Robinhood good for off-ramping? banned from Coinbase and Kraken limited my shit too, I use Robinhood for a lot of other thi…

RT @foobiusV: anyone taking shots at Ansem today for getting excited over Gas is arguing against their own self-interest you want the big…

RT @0xn4te: off the top of my head. SOL onchain projects building at the intersection of AI / crypto / robotics that are much better than…

RT @_imagyn: there’s a huge amount of non-crypto people joining $ralph and $gas i know because they are liking all my posts

RT @notthreadguy: I have a thesis that vibe coding will spark an internet creativity renaissance and crypto is the only monetization vehicl…

RT @galaxyhq: This is a defining moment for Galaxy. We’ve secured ERCOT approval for an additional 830 MW at our Helios campus – doubling…

RT @px_721: said this when I scanned at 100K (glaze) btw - i still don’t think people understand how big gas is / can be

kinda yea, there's three main parts to the ai trade currently -- large companies who benefit the most from ai advancements/usage (nvidia, google, sandisk etc) private frontier ai labs (openai, anthropic etc) app layer: new apps & open source tech that will emerge as a result of devs building new projects -- there is a scenario where crypto is useful for the third bucket esp if ppl want to speculate on new ideas

it's evident that opus 4.5 model was distinctly more advanced than others in how effective it is in allowing engineers to build from scratch - there's currently no way of betting on this upside directly since anthropic is private creator of claude code & many other renowned engineers have explained how their current setup utilizes multiple individual agents working in parallel, so it is likely that future of SWE incorporates some similar strategy Yegge is a principled engineer and ex-Googler with 20+ years of experience writing code, gas town is an attempt at standardizing a methodology for working with multiple agents at the same time to create projects, no such architecture currently exists kubernetes is a framework that helps devs manage instances of their application across the cloud & is very popular in most software stacks, if there were to exist a framework for managing multiple agents in parallel it could also become as commonly used across the board if you believe that the current state of ai is the same as it was in late 2024 then you are not paying close attention if crypto becomes the best way for devs to monetize their work early on then the results of that are obvious, & it any of this tokenized open source software actually sees widespread usage then the internet capital markets thesis actually starts to make sense