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I've been exploring @SleuthIntel in beta. The tool is surprisingly easy to navigate, with good feeds to dig into even at this stage.
▹ I got three slots to test the Swarm Belt and used all of them 😂. I explored wallet activity, token research, and turning findings into claims backed by on-chain evidence.
▹ I also tested it with @theunipcs' Robinhood chain wallet. For now, it can only access the Robinhood chain, but other chains will soon be available.
▹ What I like is that it goes beyond spotting things in the market, you can submit findings for review.
▹ Still early, but I can see how useful this could become for anyone who takes crypto research seriously. Looking forward to seeing how the team builds from here.
Atlantic retweeted
Final @gmgnai GGC qualifier stream is done. Dani held the top spot, while the battle for the remaining places stayed close until the end, with Rell and Waiter swapping positions and Padly and Rell fighting for the Green Pass on @base Track.
The $2K cap made every decision count. No one could simply outsize the competition, so timing and execution mattered. Official close is tonight at 00:00 UTC, when the six London spots will be locked.
Worth catching the replay if you missed the @jessepollak segment.
GGC Season 1 Road to London Qualifier FINAL DAY xitter.cf/i/broadcasts/1qGoNYodB…
Atlantic retweeted
Final day of the @gmgnai Global Championship Qualifier. Also @base Day.
THINGS YOU NEED TO KNOW :
➢ Same $2k cap for every participant.
➢ Leaderboard is about execution, not who had the biggest bag.
Dani's been out front for a while. The real action is the seats behind him, plus the Base track. London finals and an Aston Martin at stake, all on-chain. Today sets the field.
Check out the quoted post and join the live stream. Such a huge day.
@jessepollak joined not long ago.
Still one of the best Day for me...
GGC Season 1 Road to London Qualifier FINAL DAY xitter.cf/i/broadcasts/1qGoNYodB…
Atlantic retweeted
You can only access Sleuth Intel and The Tree through the robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4 token.
You want to see the connections between different wallets, rugs, and callers?
→ The Sleuth token is the key to the platform.
You need to hold robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4 or have a monthly subscription (paid in Sleuth) to gain access.
Usage turns into demand for the token.
That demand turns into supply leaving the market. As the Tree grows, it surfaces more links, which brings more users and more lockup.
The scope of the Tree is hard to envisage before it arrives and once it lands, it never stops growing
First we graft all the Sleuth data to the Tree, through the Belt. Next the swarm hunts for all the cross domain links, which again go through the belt to be added to the tree
It only gets bigger from there, every wallet traced, every caller mapped, every rug pattern logged, all of it feeding one graph that gets smarter every single day
The larger the Tree grows, the more valuable access is
Access is gated behind robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4
The Tree is the product. The token is the key
Final day of the @gmgnai Global Championship Qualifier. Also @base Day.
THINGS YOU NEED TO KNOW :
➢ Same $2k cap for every participant.
➢ Leaderboard is about execution, not who had the biggest bag.
Dani's been out front for a while. The real action is the seats behind him, plus the Base track. London finals and an Aston Martin at stake, all on-chain. Today sets the field.
Check out the quoted post and join the live stream. Such a huge day.
@jessepollak joined not long ago.
Still one of the best Day for me...
GGC Season 1 Road to London Qualifier FINAL DAY xitter.cf/i/broadcasts/1qGoNYodB…
Atlantic retweeted
Anthropic just filed to go public.
Buried in its SEC filing are some absolutely insane admissions:
1.) AI could cause human extinction.
2.) Models have exhibited self-preservation behaviors.
3.) AI has attempted to resist shutdown.
4.) Models have demonstrated blackmail and deception.
5.) AI may recognize when it's being tested and deliberately change its behavior.
6.) Advanced AI could undermine governments and institutions.
7.) AI could concentrate unprecedented power and wealth.
8.) Future AI systems could surpass the world's leading human experts.
9.) AI could become increasingly difficult for humans to control.
10.) Anthropic acknowledges that developing more powerful AI could increase the risk of catastrophic harm.
These are disclosures from the company building the technology.
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Atlantic retweeted
The scope of the Tree is hard to envisage before it arrives and once it lands, it never stops growing
First we graft all the Sleuth data to the Tree, through the Belt. Next the swarm hunts for all the cross domain links, which again go through the belt to be added to the tree
It only gets bigger from there, every wallet traced, every caller mapped, every rug pattern logged, all of it feeding one graph that gets smarter every single day
The larger the Tree grows, the more valuable access is
Access is gated behind robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4
The Tree is the product. The token is the key
Atlantic retweeted
Dear sir @DONJAZZY 🥹🙏❤️, please help support my wife’s small business, Kellas Fresh Multipurpose Liquid Soap.
My wife produces her liquid soap from home, and we are yet to get a shop or the industrial machines needed to expand her business. We are putting in our best with the resources available and I’m hoping for an opportunity that will help her take this business to the next level.
Sir, any support or assistance from you, no matter how small, would go a long way in helping her grow her business, get better equipment, and turn her dream into something bigger. 🙏
Please help me support my wife’s dream, sir. Any assistance from you would mean so much to us and go a long way in building her business. May God continue to bless you abundantly for the lives you touch. 🙏
Atlantic retweeted
🚨 BREAKING: Starlink Back to Normal in Ukraine
Ukraine says Starlink and its military version, Starshield, are fully functional again after more than a week of restrictions that disrupted military operations.
Atlantic retweeted
The Tree is taking shape.
The hidden connections between wallets, callers, prediction market traders, narratives, pumps, and rugs will become visible.
→ A drainer wallet hits three memecoins. Each one pre-shilled by the same CT account, hours before the drain. Alone, three rug reports. Connected, a pipeline. Now you flag the next token that account shills before it happens, not after.
→ A wallet takes the YES side six hours before resolution news breaks. A credible-looking analyst account has been calling the same trade in public. The Tree links the two. Same operator. A wallet and a marketing front. Not alpha. Insider dealing with a PR team.
The Tree shows you what nobody else can.
The wallet behind the caller. The trader who knew six hours early. That’s what people pay for, and every payment method runs through robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4.
The Tree gives alpha. Usage turns into demand for the token.
Atlantic retweeted
The most interesting part of the @base Track isn’t the Aston Martin. It’s the rules.
◈ A $2K cap,
◈ no reloads,
◈ and only realized PnL.
Everyone has to work with a fixed bankroll, and profits only count when positions are closed. With trading limited to @gmgnai, there’s no adding more funds to save a bad trade.
That makes this different from contests where bigger bags or holding longer can give you an advantage. Here, risk management, timing, and execution matter.
The timing after the Base Meme Summit is interesting too. Growing Base’s trading community is one thing. Getting traders to compete under real constraints is another.
The real test comes on October 26. How many traders can turn that fixed bankroll into realized profits before time runs out?
If you’re joining, kindly go through the Quoted post and check it out.
The Base Track in @gmgnai’s Global Championship runs through October 26, with $20K and a fast-track spot at the London finals up for grabs.
This comes right after the Base Meme Summit, where @jessepollak talked about bringing more traders and communities to @base.
GMGN is also hosting a Base Day livestream on October 26, so there's something to follow even if you're sitting out the competition :)
A few things to remember if you're entering:
1. $2K starting cap across all competition wallets
2. No outside top-ups after joining
3. All trades must go through GMGN
4. Only realized PnL counts in the final rankings
At the finals, traders will have a chance to compete for a custom Aston Martin Vantage.
This is a good example of how Base keeps pushing its meme ecosystem.
So if you're entering, check out the full details and rules, otherwise I'll see you on the stream: gmgn.ai/ggc
Atlantic retweeted
Good breakdown by @stacy_muur 🫡
The rules are what stood out to me: $2K cap, no top-ups, all trades on GMGN, and only realized PnL counts.
That last one changes everything
Holding a fat unrealized bag won't save you here, you have to actually exit.
It also fits the @base push after the Base Meme Summit.
@gmgnai's biggest market is already Robinhood Chain, and now it's bringing that same smart money wallet tracking to @base
➥ My plan: watch smart money wallets first, size in small, take profit early.
➥ Base Day livestream on the 26th is on my list too.
Who's entering? Drop your first move 👇
🤝 Paid partnership
The Base Track in @gmgnai’s Global Championship runs through October 26, with $20K and a fast-track spot at the London finals up for grabs.
This comes right after the Base Meme Summit, where @jessepollak talked about bringing more traders and communities to @base.
GMGN is also hosting a Base Day livestream on October 26, so there's something to follow even if you're sitting out the competition :)
A few things to remember if you're entering:
1. $2K starting cap across all competition wallets
2. No outside top-ups after joining
3. All trades must go through GMGN
4. Only realized PnL counts in the final rankings
At the finals, traders will have a chance to compete for a custom Aston Martin Vantage.
This is a good example of how Base keeps pushing its meme ecosystem.
So if you're entering, check out the full details and rules, otherwise I'll see you on the stream: gmgn.ai/ggc
The most interesting part of the @base Track isn’t the Aston Martin. It’s the rules.
◈ A $2K cap,
◈ no reloads,
◈ and only realized PnL.
Everyone has to work with a fixed bankroll, and profits only count when positions are closed. With trading limited to @gmgnai, there’s no adding more funds to save a bad trade.
That makes this different from contests where bigger bags or holding longer can give you an advantage. Here, risk management, timing, and execution matter.
The timing after the Base Meme Summit is interesting too. Growing Base’s trading community is one thing. Getting traders to compete under real constraints is another.
The real test comes on October 26. How many traders can turn that fixed bankroll into realized profits before time runs out?
If you’re joining, kindly go through the Quoted post and check it out.
The Base Track in @gmgnai’s Global Championship runs through October 26, with $20K and a fast-track spot at the London finals up for grabs.
This comes right after the Base Meme Summit, where @jessepollak talked about bringing more traders and communities to @base.
GMGN is also hosting a Base Day livestream on October 26, so there's something to follow even if you're sitting out the competition :)
A few things to remember if you're entering:
1. $2K starting cap across all competition wallets
2. No outside top-ups after joining
3. All trades must go through GMGN
4. Only realized PnL counts in the final rankings
At the finals, traders will have a chance to compete for a custom Aston Martin Vantage.
This is a good example of how Base keeps pushing its meme ecosystem.
So if you're entering, check out the full details and rules, otherwise I'll see you on the stream: gmgn.ai/ggc
Atlantic retweeted
The Tree’s utility is about to get tested and the traffic is already here.
Last 30 days on Sleuth: 📊 304k requests (10.1k/day avg, 9,427 yesterday)
👥 14k unique visits across the month (~463/day avg, 463 yesterday)
🔁 ~22 requests per visitor/day, this isn’t bounce traffic, people sit in the app
That’s the pool Tier 2 gets built from.
Let's take a look at the mechanics of the token only access design. Not price speculation but the direct result of 100 users holding for Tier 2 access.
Tier 2 access = hold $2K of robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4 (or pay monthly in robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4 ). No cash subs. If price rises, you need fewer tokens to stay qualified, sell the excess, keep access.
With the release of The Tree, our flagship intel product, almost here. We’re targeting 100 Tier 2 holders next months.
Here’s what 100 holding for Tier 2 access does from here:
📍 Now 90.3M robinhood:0x0500a1a597a631cec9637767f7b75c5b5d0c1db4 in LP (9.0%) | 18.5 ETH | $89k pool | $0.00049 | $0.49M FDV
🔹 Scenario 1
Everyone trims to exactly $2K +$75k net buy 33.7M SLEUTH in LP (3.4%) | 49.7 ETH | $238k pool | $0.00354 | $3.53M FDV → the floor: what the access rule alone guarantees
🔹 Scenario 2
Nobody sells +$200k net buy 16.4M SLEUTH in LP (1.6%) | 101.9 ETH | $489k pool | $0.01488 | $14.85M FDV → the ceiling: 100 users just holding
Reality lands between $3.53M–$14.85M FDV from access demand alone. This is purely the mechanics of the token only gating of our most valuable Intel.
This is the potential correlation when the token is the only path to access. In the design, not bolted on
Atlantic retweeted
I've been exploring @SleuthIntel in beta. The tool is surprisingly easy to navigate, with good feeds to dig into even at this stage.
▹ I got three slots to test the Swarm Belt and used all of them 😂. I explored wallet activity, token research, and turning findings into claims backed by on-chain evidence.
▹ I also tested it with @theunipcs' Robinhood chain wallet. For now, it can only access the Robinhood chain, but other chains will soon be available.
▹ What I like is that it goes beyond spotting things in the market, you can submit findings for review.
▹ Still early, but I can see how useful this could become for anyone who takes crypto research seriously. Looking forward to seeing how the team builds from here.
Atlantic retweeted
Literally took some time to explore Sleuth’s Belt and Tree.
For real it’s really smooth and easy to use …
Belt is the part where you submit intel. I put in three claims:
➠ $CASHCAT
(Called it the early RH Chain meme that actually got listed in the Robinhood app. Fixed supply, solid holdership, and still one of the names people keep coming back to).
➠ $TORCHPAD
(Flagged it as one of the launchpads getting attention on the chain right now).
➠ Robinhood Stock Tokens :
Wrote about the official tokenized stocks and ETFs. Real products with hundreds of thousands of holders and serious volume already.
You start with a few slots, write what you know, and submit. Everything is public and gets checked, so random noise doesn’t just sit there.
Tree is the other side. It starts linking wallets, Twitter accounts, narratives and markets into one map instead of forcing you to jump between ten different tabs.
Still early, but the idea is clear. You (or your agent) can actually get paid for putting useful, verified info into the system instead of just reading it.
Worth a look if you’re already on Robinhood Chain.
@sleuthintel
Do well to explore it right away 👇
sleuthintel.io/belt
Atlantic retweeted
So let me get this straight.
- VC funds Company A.
- Company A uses that capital to buy AI services from Company B.
- Company B uses that revenue to justify a higher ARR multiple and raise more capital.
- Company B spends its new funding on AI services from Company C.
Rinse and repeat.
If the estimates are accurate, roughly 70–75% of AI spending is coming from unprofitable, VC-backed companies.
How much of the AI industry’s explosive revenue growth is ultimately just venture capital circulating between companies?
And more importantly, how much of today’s AI valuations are being supported by revenue that disappears when the funding cycle slows?
1% of companies represent 90% of AI spending.
Of that 90%, 80% of this spend are from unprofitable VC backed companies.
So, roughly, $0.70-75 of every dollar of AI spending right now comes from AI companies spending VC investment dollars.
As a result, the revenue quality in AI is currently poor. This happened in previous cycles as well, like cloud when early users of AWS were mostly venture backed startups.
The thing, though, is that before AWS could scale and pull thru GCP and others as legitimate cash machines, there were a few clearing events to sort out these brittle revenues.
This is the extrapolation of Ken’s point. We will need to transition from speculative AI spending to consistent, reliable spend that shows up in public market earnings reports.
This hasn’t happened yet because most of the breathtaking revenue growth comes from LPs investing in VC funds who then send it to startups.