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The biggest value unlock for crypto going forward will be
Tokens that actually incentivize holding, wheter they are :
- Tokenized ownership coins via @MetaDAOProject
- Authority coins via @realmsdaos
- Floor rising coins via @FloorsFinance or @Exchequerfi
Chinese Crypto Twitter is so much more honest than English Crypto Twitter.
A former Binance listing manager @ChaseWang just said on a Chinese podcast:
"Everyone trades short-term with no long-term holders. Retail doesn't understand the value. Market makers only care about short-term profit."
That's it. That's the industry.
No one holds. No one builds conviction. Every token is a hot potato.
English CT won't say this because everyone's talking their own book.
Chinese CT doesn't care.
Until you fix the holding problem, structurally, not narratively, crypto stays a casino.
The answer is downside protection. Everything else is cope.
Psyops retweeted
In order to make bagworking great again, you need to put builders in the position to succeed.
Sovereign Treasuries that have fully redeemable backing give bagworkers actual skin in the game.
Once only available to @UFGDeFi, now available for all launches on @adeepabyss.
it has become complete counter-consensus to be bullish onchain now, have never seen sentiment this bad & ive been here ~9 years
crypto twitter has forgotten that it requires actual work on the builder side to make coins do well, so many traders complaining about lower ceilings on coins and not nearly enough people actually trying to build interesting protocols and/or to change that dynamic
We need way more anti-extraction infrastructure
@UFGDeFi dropped a key primitive via sovereign treasuries which i'm sure can be customized even further for different outcomes but this is the path to build towards bringing value and retaining it
gg to the Defi OGs shipping this
Hyperliquid in an era of extraction has become the embodiment of integrity & alignment with this ethos is being spearheaded by it's community via Elysium & it's soon to launch ecosystem
$KNTQ thesis is simple :
"Play long-term games with long-term people" 🌚
Psyops retweeted
While I am salpha.ai posting, I'll share some thoughts on what I am trying to achieve with it and why.
The age of mass deployment in crypto has made it effectively impossible for any trader to manually go through all the new tokens deployed daily, even when applying quantitative filters.
This has been compounded by the ease of launching fake projects with AI-aided development. Rugs and larps are reaching levels of sophistication that make them difficult for even seasoned traders and researchers to identify.
KOLs actively becoming 'devs' and leading their followers to the slaughter makes it even worse.
As an onchain trader, I began building salpha to help me sift through the mountains of crap being launched daily, so I could focus my research capacity on things that are actually worth my time.
Salpha was the first tool to develop AI-powered narrative and social reports for all onchain coins.
Salpha is now in the early stages of layering this data on top of all the more common tools that traders use daily.
The plan is to combine onchain, web, social, GitHub and many more types of data to create the most advanced alpha tool on the market.
The plan is to offer as much of this for free as possible, and to be the cheapest provider wherever we have to charge.
Why free?
a) Because I am an onchain trader.
These tools should help people make more informed decisions about what they invest in, hopefully leading to a recovery of onchain from the cesspool of scams and rugs it has become. This directly benefits my trading.
b) In the age of AI-powered development, the only moat is distribution. By keeping the service free or as cheap as possible, we can get it into the hands of as many traders as possible and make it very difficult for competitors to catch up.
c) The first two points feed into the bigger picture. If onchain becomes the best place to make money again, and salpha becomes the best tool for finding those opportunities, the upside for both is enormous.
That's what I'm ultimately trying to build: not just another crypto data tool, but the information layer that makes onchain worth trading again. And if we get that right, I think salpha can become something much bigger than people currently imagine.
. @sal_ash_ singlehandly saving gem hunters from scammers serial rugging by "devving coins"
His bot gives ease access to deep dive and soon clean reputation check on CT, the winning tool of 2026 so far for me, check out his deep dive bot it's worth it and about to get better
Quick Salpha update:
Working on some significant upgrades to both salpha's free and paid versions.
We will introduce a simple larp check to see whether a technical projects product is working and its github seems legit.
We are also working on a much larger onchain investigation module. This will provide all the basic checks needed to identify bundles, proxima usage and other scams.
We will also begin to build a DB of wallets and X accounts which are repeatedly involved in scams/larps.
The plan is to include all the above in the free reports we provide.
The paid version of salpha will have access to all the above tools but without any limits, so you can do much more detailed investigation for yourself with the AI helping you.
Accumulating $KNTQ and $GP from @GraphiteProto
Incoming catalysts, real revenue, attention shift and more aligned communities
Elysium eco will have gems and if graphite delivers on all that stealth hype it's undervalued
There is basically 0 friction now on launching scams that look like real projects, hope launchpads on @Enter_Elysium introduce friction like 5k per coin launched & dev/early wallet timelocks
Unless launchpads make deving unprofitable it will continue
@AscendLaunch @MontraXYZ
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Always thought that floor coins where a good idea to retain value for holders & have a sustainable environment for communities to thrive, yet every iteration so far hasn't caught as people always go back to getting farmed on on scammers infinite deploy, is @UFGDeFi the one 👀
“launchpads have extracted a few billion dollars that would today sit in people’s wallets or in token liquidities”
It’s time to shift the balance of power back to holders. Sovereign Treasuries accomplish this by turning volume into permanent backing for memecoins.
@UFGDeFi 🏛️
Still remember vividly how anything ICO related post 2021 was hated for being too extractive, while "fair launches" memes where all the rage but the pendulum has swung too far & memes are just well oiled extraction factories now
A departure from fair launch model is inevitable
the return to dino coins trend is prob just rediscovery of old vintage projects from a time when crypto actually tried to do things (relative to now) and prior to brain drain to AI/tech (rightly so tbh)
cryptography, quantum resistance, cross chain protocols, defi, tokenization, etc
lots of junk back then also. but post 2021 environment for crypto has really just been a slew of projects that are rehashes of existing ideas (but now on chain x!) or just plain low effort; many exceptions ofc but speaking very generally about mean project
also helps that even if most of these projects were formerly VC cash grabs, enough time has passed that they are now mostly fully diluted
Is this @AscendLaunch coded 👀
There is a coin out there that gives you exposure to :
- an aligned team
- staking yield primitive
- a mobile trading app
- an L2
- a non extractive Launchpad
- Hooks design layer
All of this adjacent to the chain with the top asset in crypto, hard to not be bullish on $KNTQ 🌚
There is a timeline where AI x V4 tooling completely nuke the current dev fast farming meta via creative hooks forcing devs, KOLs & snipers to hold, of course scammers will reinvent themselves but AI tooling will be able to adjust faster & more reactively too
$IMD coded ?
It only gets worse from here with proxima becoming a widely known tool.
Who remembers when DogWifTools blew up because that dude did a documentary on it that watched like one big scamtool promo video lmao?
Well this is 10x as user friendly and 10x as good. Basically enables anyone to launch rugs and with a little bit of effort even launch undetectable rugs lol..
New pairs have been virtually untradable for a while so imagine how they will be in the coming days to weeks.
Beyond just the fact that everything will be / already is a bundle rug, now more and more traders will flip from traders to launchers and more groups of traders will begin only buying tokens launched by their respective groups(this has already been happening but I expect it to accelerate even more now).
Rugfective Acceleration (r/acc)
when I though Univ4 would shift a lot of attention away from solana, I'm already seeing UX designs & a lot of creative "hooks" via the token22 model
The place that allows a "pumpfun moment" for hooks, with complete ease of launch & expanding customizability for retail will win
Hooks are literally behavioral incentives coded, they can completely disrupt the trenches & force participants to play long term games, wheter via uniswap hooks or token22 solana ones, streamlined integration of creative hooks in launchpads is the best design tek of this cycle
Grabbed some $GP @GraphiteProto here, the thesis is simple : crime
Unpcs has motion so his cabal will leverage it to push coins they control & gp by tom fits that narrative
Degens will tell you it's RWA issuer x launchpads meta but the thesis is bonk cabal crime all the way
Most hyperliquid eco points get farmed & dumped while farmers move on, retention is really low even more when this was not even the initial airdrop but an extension with no promises
Thanks for the team not creating tremendous 0 cost basis sell pressure & protecting $KNTQ holders
A total of 36,800,000 kPoints were distributed through this program. kPoints holders who participated have been allocated 50,000,000 KNTQ.
kPoints holders may acquire KNTQ at a fixed price of $0.26/KNTQ for a 10 day claim period.
Any unclaimed KNTQ at the end of the 10 day claim period will be returned to the Kinetiq Foundation [@KinetiqFND], allocated towards ecosystem and growth.
Downloaded @Markets_xyz because I want to use something that benefits my $KNTQ bags for mobile
Peak Incentive alignment maxxing, they got me 😅
This is the most important part of @AscendLaunch , instead of going the pump route & incentivize neverending launches for fees, their bet is to be support worthwhile projects which they will eventually capture value from once those projects grow big enough
Playing the long game
The most pristine asset in crypto is $HYPE
Team is beyond aligned, community of relentless bulls
No larping just business while growing and capturing value, Hype top 3 coins sooner or later seems inevitable...
