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👨‍💼Addressing the Recent $DEAI Market Fluctuations 👨‍💼👇 First and foremost, let’s clear up some misconceptions surrounding recent events. There are no hidden agendas, no rug pulls, and no conspiracy theories—just market dynamics at play. To clarify: ✅ No team member has sold a single token (Just read the tokenomics...

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🏴‍☠️TheMoondalorian🏴‍☠️

1,305 subscribers

12,387 Aufrufe • vor 1 Jahr •via X (Twitter)

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12 Kommentare

Profilbild von Zero1 Community
Zero1 Communityvor 1 Jahr

Thank you for your continuous support, great summary as usual

Profilbild von 🏴‍☠️TheMoondalorian🏴‍☠️
🏴‍☠️TheMoondalorian🏴‍☠️vor 1 Jahr

IYKYK! $DEAI 💎

Profilbild von Filip Brnadic
Filip Brnadicvor 2 Jahren

What's your crypto exit strategy? I track 30+ indicators that have successfully marked the top of a bull run in prior cycles. My logic is simple. ✅ Hold blue-chip assets during the bull run ✅ Avoid a -70% drawdown by selling near the top. Check it out 👇

Profilbild von MaxBidding
MaxBiddingvor 1 Jahr

Great explanation! Everything should be clear for $DEAI holders

Profilbild von thedude
thedudevor 1 Jahr

Some people are so short sighted and price-driven! $DEAI is a fundamental gem and nothing has changed. Will rise like a phoenix from here.🚀

Profilbild von Leandro Cassini
Leandro Cassinivor 1 Jahr

So when the promised airdrop? I staked a lot for more than 9months as $deai supposed to be an incubator for other projects that was the main thing of the platform but so far -they changed plans to ai agents -didn’t incubate a single project -have zero plans to incubate a new one

Profilbild von 🏴‍☠️TheMoondalorian🏴‍☠️
🏴‍☠️TheMoondalorian🏴‍☠️vor 1 Jahr

False. They incubated @synthasai which is live on base and airdrop os confirmed too. Patience is key till markets stabilize. Simple.

Profilbild von Niels
Nielsvor 1 Jahr

Well said 🤝

Profilbild von RGivot.skai
RGivot.skaivor 1 Jahr

Let's go $DEAI I am bullish for the future

Profilbild von Petro Pano
Petro Panovor 1 Jahr

@0xCryptoGraphr

Profilbild von Not_Interesting
Not_Interestingvor 1 Jahr

Solid said, nice that there are still people who have a clue 👍🏻

Profilbild von 🏴‍☠️TheMoondalorian🏴‍☠️
🏴‍☠️TheMoondalorian🏴‍☠️vor 1 Jahr

They will preveil at the end and make the correct descisions based on facts instead of fear and doubts. Information > Emotion It always was and always will be the better investment guide.

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141,276 Aufrufe • vor 2 Monaten

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Compound Interest Enjoyer 📈

54,048 Aufrufe • vor 6 Monaten

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.
0:57

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. Follow and turn notifications on. I will post the warning before it hits the headlines.

WhaleTwits

148,383 Aufrufe • vor 2 Monaten

🚨 WARNING: THE WORST DAY OF 2026 IS TOMORROW. JPMorgan is preparing to dump $165,000,000,000 into the market right at open. Thinking this won’t move the market? You’re in for the rudest awakening of your life. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.
0:37

🚨 WARNING: THE WORST DAY OF 2026 IS TOMORROW. JPMorgan is preparing to dump $165,000,000,000 into the market right at open. Thinking this won’t move the market? You’re in for the rudest awakening of your life. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.

WhaleTwits

340,862 Aufrufe • vor 2 Monaten

🚨 ALERT / TECHNICAL FEEDBACK (TUNA Launchpad) $TUNA CA: GfLD9EQn7A1UjopYVJ8aUUjHQhX14dwFf8oBWKW8pump Everyone, stay sharp. This is not FUD — it’s technical information. A lot of people are buying without even testing the launchpad, and as a developer, I felt it was my responsibility to test it first and share real feedback based on what I saw (it’s all shown in the video). ✅ The site appears to be AI-built — and that’s not the issue. The real issue is how the launchpad works, and right now it has critical flaws for anyone putting money into it. 1) No automated on-chain transaction flow A serious launchpad should handle the transaction flow automatically on-chain. Instead, you click “create token” and then you must manually send SOL to a wallet the platform is “waiting on” to receive funds — and only then they create the token and send you your buy. ➡️ This is a massive risk, because it’s not a standard verifiable on-chain flow (a program/contract executing the logic transparently). 2) Tokens are being created with NO Solana metadata The token coming out is not minting with proper metadata — meaning no name, no image, no on-chain identity recorded correctly. ➡️ That’s a major red flag. I can deploy a token with correct Solana metadata in 5 minutes, so a launchpad failing to do this is a serious problem. 3) Token launches with ZERO liquidity (no pool) The token starts with no liquidity at all, only your initial buy. ➡️ Result: it cannot trade on any DEX, because there is no pool / curve to enable swaps. Every real launchpad uses a bonding curve or liquidity model so the token launches with a functional market and a meaningful starting market cap (many start around $4k+, and in ecosystems like BONK pairs such as USD1 often start even higher). 📌 Summary The idea is good, but building a real launchpad is not easy. In its current state, these issues make the risk much higher than most people realize. Since I’m confident most didn’t test it, I tested it for you and shared what I found. If this helped you avoid losses (or reduce risk), here’s my Solana wallet for a tip/bonus: FoJ6dHubHf1bnZpNRDQktzWbDeb5AMcyR761KrNKaeNf ✅ There are still about 10 more problems that I will list in the comments! Good luck to those who stay! Who knows, maybe after the good idea and making money from the fees, they'll decide to do everything 100%. I wish you all the best.
1:54

🚨 ALERT / TECHNICAL FEEDBACK (TUNA Launchpad) $TUNA CA: GfLD9EQn7A1UjopYVJ8aUUjHQhX14dwFf8oBWKW8pump Everyone, stay sharp. This is not FUD — it’s technical information. A lot of people are buying without even testing the launchpad, and as a developer, I felt it was my responsibility to test it first and share real feedback based on what I saw (it’s all shown in the video). ✅ The site appears to be AI-built — and that’s not the issue. The real issue is how the launchpad works, and right now it has critical flaws for anyone putting money into it. 1) No automated on-chain transaction flow A serious launchpad should handle the transaction flow automatically on-chain. Instead, you click “create token” and then you must manually send SOL to a wallet the platform is “waiting on” to receive funds — and only then they create the token and send you your buy. ➡️ This is a massive risk, because it’s not a standard verifiable on-chain flow (a program/contract executing the logic transparently). 2) Tokens are being created with NO Solana metadata The token coming out is not minting with proper metadata — meaning no name, no image, no on-chain identity recorded correctly. ➡️ That’s a major red flag. I can deploy a token with correct Solana metadata in 5 minutes, so a launchpad failing to do this is a serious problem. 3) Token launches with ZERO liquidity (no pool) The token starts with no liquidity at all, only your initial buy. ➡️ Result: it cannot trade on any DEX, because there is no pool / curve to enable swaps. Every real launchpad uses a bonding curve or liquidity model so the token launches with a functional market and a meaningful starting market cap (many start around $4k+, and in ecosystems like BONK pairs such as USD1 often start even higher). 📌 Summary The idea is good, but building a real launchpad is not easy. In its current state, these issues make the risk much higher than most people realize. Since I’m confident most didn’t test it, I tested it for you and shared what I found. If this helped you avoid losses (or reduce risk), here’s my Solana wallet for a tip/bonus: FoJ6dHubHf1bnZpNRDQktzWbDeb5AMcyR761KrNKaeNf ✅ There are still about 10 more problems that I will list in the comments! Good luck to those who stay! Who knows, maybe after the good idea and making money from the fees, they'll decide to do everything 100%. I wish you all the best.

Kame Crypto

14,081 Aufrufe • vor 8 Monaten

🚨 DUMP BELOW $62,000 WILL BE BRUTAL I’ve been trading for more than 15 years and have never seen this much long-side liquidity stacked in one single zone. More than $1.6 billion in longs gets wiped if the price loses $62,000. Do you understand what it means? $1.6 billion is about to get liquidated. Once it happens, the cascade will be unstoppable. Your favorite influencer who said, “The Bitcoin market cycle bottom is already in,” is about to get liquidated. And here’s the part nobody wants to hear: This is the only right moment when you should buy. Exactly when it feels the most painful and brutal. When that liquidity gets taken, reaching the market cycle bottom is no longer a question. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later
0:29

🚨 DUMP BELOW $62,000 WILL BE BRUTAL I’ve been trading for more than 15 years and have never seen this much long-side liquidity stacked in one single zone. More than $1.6 billion in longs gets wiped if the price loses $62,000. Do you understand what it means? $1.6 billion is about to get liquidated. Once it happens, the cascade will be unstoppable. Your favorite influencer who said, “The Bitcoin market cycle bottom is already in,” is about to get liquidated. And here’s the part nobody wants to hear: This is the only right moment when you should buy. Exactly when it feels the most painful and brutal. When that liquidity gets taken, reaching the market cycle bottom is no longer a question. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later

Alex Mason 👁△

168,379 Aufrufe • vor 8 Tagen

🚨 DUMP BELOW $58,000 WILL BE BRUTAL I’ve been trading for more than 15 years and have never seen this much long-side liquidity stacked in one single zone. More than $1.5 billion in longs gets wiped if the price loses $58,000. Do you understand what it means? $1.5 billion is about to get liquidated. Once it happens, the cascade will be unstoppable. Your favorite influencer who said, “The Bitcoin market cycle bottom is already in,” is about to get liquidated. And here’s the part nobody wants to hear: This is the only right moment when you should buy. Exactly when it feels the most painful and brutal. When that liquidity gets taken, reaching the market cycle bottom is no longer a question. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:32

🚨 DUMP BELOW $58,000 WILL BE BRUTAL I’ve been trading for more than 15 years and have never seen this much long-side liquidity stacked in one single zone. More than $1.5 billion in longs gets wiped if the price loses $58,000. Do you understand what it means? $1.5 billion is about to get liquidated. Once it happens, the cascade will be unstoppable. Your favorite influencer who said, “The Bitcoin market cycle bottom is already in,” is about to get liquidated. And here’s the part nobody wants to hear: This is the only right moment when you should buy. Exactly when it feels the most painful and brutal. When that liquidity gets taken, reaching the market cycle bottom is no longer a question. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

1,250,640 Aufrufe • vor 1 Monat

If you’re looking for the next wave of AI infrastructure opportunities, this is a must-watch 🚀 Everyone’s chasing the next big AI agent, but they’re missing the real story. Why is aixbt is dominating the market and how Cookie DAO 🍪 $COOKIE could change everything We discuss 👇 Why $COOKIE Is The Hidden AI GEM💎 on BASE! Chainlink For AI?! 400x POSSIBILITY! With most of the AI market mania fixated on which AI agent to speculate on next, we are deep diving into the depths of the ecosystem to find the next major infrastructure plays. With Aixbt dominating in crypto twitter mind share, it has proven the AI agents with the ability to produce impactful market insights stand among the pack as leaders in the market. Already Aixbt is at a 600M market cap only a couple of months after deployment. We break down why Aixbt has this ability to outperform other agents and how data aggregation is the necessary technical edge. Also, we analyze CookieDAO $COOKIE as the infrastructure provider leading the market with its data aggregation and packaging process. $COOKIE is on the verge of revamping its tokenomics to incorporate API access to data swarm API’s that they provide into the flywheel economics of the token. As demand increases from human and AI users of access to the data being aggregated will become that much more valuable in order for Agents to perform at a level equal to or greater than what Aixbt is capable of performing today. As $COOKIE are spent for these API’s by agents and developers, the supply gets burnt and funneled to the DAO. This will have a very positive impact on the value perception for the token. We also break down our predictions as to how their flagship agent Agent Cookie will perform once activated and released into the public sphere. Already based on internal testing as reported by the team, Agent Cookie is successfully producing valuable market calls. If Agent Cookie can achieve similar mind share as AIXBT as a result of its broader data aggregation access, this will have major ramifications for the value of $COOKIE and the ecosystem as a whole once more agents are launched using the same data infrastructure layer. 🚀Sign up to receive our Newsletter for weekly updates! Disclaimer: The views and opinions expressed by The Block Runner are for informational purposes only and do not constitute financial, investment, or other advice.
23:55

If you’re looking for the next wave of AI infrastructure opportunities, this is a must-watch 🚀 Everyone’s chasing the next big AI agent, but they’re missing the real story. Why is aixbt is dominating the market and how Cookie DAO 🍪 $COOKIE could change everything We discuss 👇 Why $COOKIE Is The Hidden AI GEM💎 on BASE! Chainlink For AI?! 400x POSSIBILITY! With most of the AI market mania fixated on which AI agent to speculate on next, we are deep diving into the depths of the ecosystem to find the next major infrastructure plays. With Aixbt dominating in crypto twitter mind share, it has proven the AI agents with the ability to produce impactful market insights stand among the pack as leaders in the market. Already Aixbt is at a 600M market cap only a couple of months after deployment. We break down why Aixbt has this ability to outperform other agents and how data aggregation is the necessary technical edge. Also, we analyze CookieDAO $COOKIE as the infrastructure provider leading the market with its data aggregation and packaging process. $COOKIE is on the verge of revamping its tokenomics to incorporate API access to data swarm API’s that they provide into the flywheel economics of the token. As demand increases from human and AI users of access to the data being aggregated will become that much more valuable in order for Agents to perform at a level equal to or greater than what Aixbt is capable of performing today. As $COOKIE are spent for these API’s by agents and developers, the supply gets burnt and funneled to the DAO. This will have a very positive impact on the value perception for the token. We also break down our predictions as to how their flagship agent Agent Cookie will perform once activated and released into the public sphere. Already based on internal testing as reported by the team, Agent Cookie is successfully producing valuable market calls. If Agent Cookie can achieve similar mind share as AIXBT as a result of its broader data aggregation access, this will have major ramifications for the value of $COOKIE and the ecosystem as a whole once more agents are launched using the same data infrastructure layer. 🚀Sign up to receive our Newsletter for weekly updates! Disclaimer: The views and opinions expressed by The Block Runner are for informational purposes only and do not constitute financial, investment, or other advice.

ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧

101,528 Aufrufe • vor 1 Jahr

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.
0:39

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.

0xNobler

375,857 Aufrufe • vor 2 Monaten

David Sacks: The Chip Stock Crash is Based on Momentum, NOT Fundamentals David Sacks: “That is the key question here, this correction in the markets, is it driven by fundamentals or is it driven by momentum? I think it's driven by momentum. Meaning that over the past year, you've had this roughly 10x run up in memory chip stocks, and you've seen this overall huge rise in any stock that's related to the AI boom. And I think it was inevitable that you'd see a pullback. I think there was something like a 10% pullback in the Nasdaq from the peak. But when you look at this momentum trade, it was down like 30% or 40%. You look at what happened in South Korea, you look at what happened with Leopold's fund, and obviously there was a lot of leverage behind this momentum trade, so when it corrects, it's going to be brutal. But I think that the question again is, does this reveal anything about the fundamentals? Is the CapEx that's being invested in the AI boom eventually going to deliver ROI, or is this some sort of bubble? I think there will be a return on all of this CapEx, and this is temporary market volatility amplified by leverage.”
1:01

David Sacks: The Chip Stock Crash is Based on Momentum, NOT Fundamentals David Sacks: “That is the key question here, this correction in the markets, is it driven by fundamentals or is it driven by momentum? I think it's driven by momentum. Meaning that over the past year, you've had this roughly 10x run up in memory chip stocks, and you've seen this overall huge rise in any stock that's related to the AI boom. And I think it was inevitable that you'd see a pullback. I think there was something like a 10% pullback in the Nasdaq from the peak. But when you look at this momentum trade, it was down like 30% or 40%. You look at what happened in South Korea, you look at what happened with Leopold's fund, and obviously there was a lot of leverage behind this momentum trade, so when it corrects, it's going to be brutal. But I think that the question again is, does this reveal anything about the fundamentals? Is the CapEx that's being invested in the AI boom eventually going to deliver ROI, or is this some sort of bubble? I think there will be a return on all of this CapEx, and this is temporary market volatility amplified by leverage.”

The All-In Podcast

55,344 Aufrufe • vor 26 Tagen

Everyone's blaming Michael Saylor for this drawdown. Jamie Coutts looked at the data and came to a different conclusion: "#Bitcoin didn't top because of MicroStrategy." Jamie Coutts (Jamie Coutts CMT) is chief crypto analyst at Real Vision and one of the most rigorous liquidity researchers in the space. He joined me to explain the one force that actually drives this market: "Global liquidity is the main driver of all asset prices." We cover: - Why we're really in a bear market — a lack of demand, not one company: long-term holders selling peaked in Q3 last year, a classic cycle-top signal - His honest miss: his cycle risk model flagged the top, but he read it as a 30-40% correction — "it ended up being the cycle top" - Where the liquidity actually went: AI hyperscalers cutting buybacks and issuing debt, the SpaceX listing, and "the granddaddy of all" — record US government issuance - The debasement math: debt growing faster than liquidity, why "something's got to give," and why more liquidity has to enter this year or next - His warning: it often requires things to get worse before they get better - The 12-month playbook: tokenization and AI agents as the two demand drivers, and why supply discipline meeting real demand would be a first for crypto Thanks to Jamie for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their 8% Deposit bonus with the link in the comment tweet. Timestamps: 00:45 - Michael Saylor's Impact on Bitcoin 02:47 - Global Liquidity, Debt and Interest Rates 09:02 - Bitcoin, AI and the Agentic Era 14:49 - Navigating Economic Uncertainty 30:37 - The Future of Crypto: Supply and Demand 39:00 - Bitcoin, Altcoins and Market Risk 46:33 - NEAR Protocol and Interoperability 52:05 - Zcash and Privacy Coins 54:55 - Market Momentum and Investment Strategy
1:01:49

Everyone's blaming Michael Saylor for this drawdown. Jamie Coutts looked at the data and came to a different conclusion: "#Bitcoin didn't top because of MicroStrategy." Jamie Coutts (Jamie Coutts CMT) is chief crypto analyst at Real Vision and one of the most rigorous liquidity researchers in the space. He joined me to explain the one force that actually drives this market: "Global liquidity is the main driver of all asset prices." We cover: - Why we're really in a bear market — a lack of demand, not one company: long-term holders selling peaked in Q3 last year, a classic cycle-top signal - His honest miss: his cycle risk model flagged the top, but he read it as a 30-40% correction — "it ended up being the cycle top" - Where the liquidity actually went: AI hyperscalers cutting buybacks and issuing debt, the SpaceX listing, and "the granddaddy of all" — record US government issuance - The debasement math: debt growing faster than liquidity, why "something's got to give," and why more liquidity has to enter this year or next - His warning: it often requires things to get worse before they get better - The 12-month playbook: tokenization and AI agents as the two demand drivers, and why supply discipline meeting real demand would be a first for crypto Thanks to Jamie for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their 8% Deposit bonus with the link in the comment tweet. Timestamps: 00:45 - Michael Saylor's Impact on Bitcoin 02:47 - Global Liquidity, Debt and Interest Rates 09:02 - Bitcoin, AI and the Agentic Era 14:49 - Navigating Economic Uncertainty 30:37 - The Future of Crypto: Supply and Demand 39:00 - Bitcoin, Altcoins and Market Risk 46:33 - NEAR Protocol and Interoperability 52:05 - Zcash and Privacy Coins 54:55 - Market Momentum and Investment Strategy

Michaël van de Poppe

106,848 Aufrufe • vor 29 Tagen

DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024 When any narrative could fly without fundamentals just on liquidity inflow > Endless liquidity > Endless hype > Endless belief that “this time it’s different” But this market has changed Today projects grow thanks to a sustainable foundation clear economics and mechanisms that work not only in a bull market And if we draw an analogy the best contrast to the meme sector right now is iGaming > Same explosive numbers > Same user flow > Same ability to scale fast But compared to memes the nature of this money is completely different For memes it is Price = Function of attention For iGaming: Price = Function of model That’s why the growth potential of these narratives is similar but the further progress is fundamentally different Although here you also need to be careful because like in any other niche in iGaming there are dishonest or low-quality cases especially if: > The token is not connected to the product > Buybacks come not from revenue but from treasury > There is no real use-case > Liquidity is limited to one chain But of course there are exceptions and personally for me one of the best cases as an example is 1win Token I want to note that they have existed for 10 years and have only been growing during this period And now let’s move to the key advantages that caught my attention: > Userbase of millions of users = demand > Buyback from revenue and therefore it’s not “support” but constant pressure from the business > Dual-native (BNB + SOL) more markets = more liquidity > Regular token burns > Integration into an already existing product If we sum it all up: Memes = pure speculation iGaming (when built properly) = speculation + fundamentals And this combination is what makes the difference Essentially the same growth dynamics but a completely different quality of holding The story of “catching hype” is over now only those with fundamentals win and this project has it NFA DYOR
1:29

DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024 When any narrative could fly without fundamentals just on liquidity inflow > Endless liquidity > Endless hype > Endless belief that “this time it’s different” But this market has changed Today projects grow thanks to a sustainable foundation clear economics and mechanisms that work not only in a bull market And if we draw an analogy the best contrast to the meme sector right now is iGaming > Same explosive numbers > Same user flow > Same ability to scale fast But compared to memes the nature of this money is completely different For memes it is Price = Function of attention For iGaming: Price = Function of model That’s why the growth potential of these narratives is similar but the further progress is fundamentally different Although here you also need to be careful because like in any other niche in iGaming there are dishonest or low-quality cases especially if: > The token is not connected to the product > Buybacks come not from revenue but from treasury > There is no real use-case > Liquidity is limited to one chain But of course there are exceptions and personally for me one of the best cases as an example is 1win Token I want to note that they have existed for 10 years and have only been growing during this period And now let’s move to the key advantages that caught my attention: > Userbase of millions of users = demand > Buyback from revenue and therefore it’s not “support” but constant pressure from the business > Dual-native (BNB + SOL) more markets = more liquidity > Regular token burns > Integration into an already existing product If we sum it all up: Memes = pure speculation iGaming (when built properly) = speculation + fundamentals And this combination is what makes the difference Essentially the same growth dynamics but a completely different quality of holding The story of “catching hype” is over now only those with fundamentals win and this project has it NFA DYOR

Gargoyle

16,672 Aufrufe • vor 5 Monaten

We are excited to announce a powerful step for the future of FOMO! Taking a page out of Virtuals book on BASE, FOMO will be releasing the ability for future projects to be paired in $FOMO in the coming weeks. This is the biggest release we have ever announced. Launch your AI Agent Token + $FOMO trading pair Every individual agent token is paired with the $FOMO token in its liquidity pool. When launching an agent on you will need $FOMO tokens, which are used to create the liquidity pool. This process creates deflationary pressure for FOMO and the entire agent ecosystem. When creating your agent and token, you will have the option to pair your launch with FOMO or SOL, as our goal is not to alienate any project, but rather invite the best communities, CTO’s and builders to launch with us. If you decide to pair your project with FOMO you in turn get full marketing and dev support, once your project graduates the bonding curve and reaches Raydium. Further, as an added incentive, as our revenue grows we will be using part of the funds to support projects that have paired in FOMO. And Devs who launch tokens paired in FOMO will earn fees from their AI Agent token launch. Building the most robust agents using our framework will catapult us as one of the most prominent standards of the Solana ecosystem. Not only have we developed our own core infrastructure, but we also pull from some of the best repo’s and developer talent in all of AI, not just blockchain. Our team is comprised of 9 world class artificial intelligence engineers, PHDs in mathematics and engineering from the top companies on the cutting edge of AI. The future of AI Agents will be on Solana and we will help lead the way.
0:39

We are excited to announce a powerful step for the future of FOMO! Taking a page out of Virtuals book on BASE, FOMO will be releasing the ability for future projects to be paired in $FOMO in the coming weeks. This is the biggest release we have ever announced. Launch your AI Agent Token + $FOMO trading pair Every individual agent token is paired with the $FOMO token in its liquidity pool. When launching an agent on you will need $FOMO tokens, which are used to create the liquidity pool. This process creates deflationary pressure for FOMO and the entire agent ecosystem. When creating your agent and token, you will have the option to pair your launch with FOMO or SOL, as our goal is not to alienate any project, but rather invite the best communities, CTO’s and builders to launch with us. If you decide to pair your project with FOMO you in turn get full marketing and dev support, once your project graduates the bonding curve and reaches Raydium. Further, as an added incentive, as our revenue grows we will be using part of the funds to support projects that have paired in FOMO. And Devs who launch tokens paired in FOMO will earn fees from their AI Agent token launch. Building the most robust agents using our framework will catapult us as one of the most prominent standards of the Solana ecosystem. Not only have we developed our own core infrastructure, but we also pull from some of the best repo’s and developer talent in all of AI, not just blockchain. Our team is comprised of 9 world class artificial intelligence engineers, PHDs in mathematics and engineering from the top companies on the cutting edge of AI. The future of AI Agents will be on Solana and we will help lead the way.

FOMO

129,867 Aufrufe • vor 1 Jahr