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
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.
Psyops retweeted
I started building @Salpha_bot to automate my own research, and to give AI coding a try. The MVP went live in mid-April.
Five months later, @Salpha_bot is a full research index for on-chain coins. It is used in over 300 group chats, reaching more than 22,000 members.
Until now, that index answered one report at a time.
Today that changes. Salpha chat is live.
Salpha chat puts our entire research index in your hands.
Ask it things like:
- "List all utility coins that launched on @RobinhoodCrypto today above 100k mcap"
- "What is group chat and X sentiment on this coin?"
- "List FOMO trader positions and thesis on this coin"
Research that took an afternoon of looking through X, group chats and block explorers now takes one message.
Inside our community group, Salpha chat is free. Your questions make the product better and shapes what we build next.
Outside the community, chat runs as a paid service for your own groups and DMs.
To be clear: the free reports are not going anywhere. They are the core of Salpha. We will keep improving the free and paid versions side by side. More chains, more data on each coin, and faster reports for everyone.
What we are building is bigger than just a research assistant, though.
Coin discovery today is a manual grind. You watch fifty group chats, check the deployer, find who was early, and track which callers have a good record. The best traders do this full time, every day. Most people simply don't have the time to keep up.
We are automating that entire process and putting AI on top of it. What took hours now takes minutes, and the edge that belonged to a few full-time degens becomes available to everyone.
We think this is how coins will be discovered and traded from now on.
This release is only the first version. It only gets better from here.
Psyops retweeted
Arbitrum’s revenue arc is just beginning
Annualized @Arbitrum has made $8m in 2026 so far, but i think this will scale much higher very quickly
Here’s a quick rundown of each piece:
1. Tx fees are simply what people pay in ETH to use Arbitrum One, w/ more speculation starting to happen, think this trends upwards
2. Timeboost may likely be replaced with PGA (post DAO vote happening rn), which may lead to more revenue
3. Dedicated blockchain revenue (Orbit) is mainly coming from @RobinhoodCrypto rn, but it’s very likely we see this grow as we onboard more clients to their L2s
4. Treasury management consists of yield generated from assets (ETH, stables, RWAs) the DAO treasury holds which will grow as the other sources of revenue grow
Lastly there’s another exciting category we have coming soon that may potentially be huge driver in revenue
All that capital held within the treasury wherein $ARB holders as a collective have direct control
Stay tuned
Psyops retweeted
Since no one was keen on answering this question, I've took it upon myself to build a PUBLIC Dune query which uses FOMO's fee router in order to calculate the total profitability of all active FOMO traders (SOL) in the past 90 days.
The numbers:
> Out of the 292,531 wallets traded through FOMO in the last 90 days, 18,033 of them are in profit.
> Only 6.16% of ALL traders in the last 3 months were profitable.
The median trader is down ~$120. As a group they are down $1.26 BILLION. Of the 6% who are green, 88% made under $100. Only 25 out of 292,531 wallets made more than $10K
Query is public and linked below:
dune.com/queries/8354772
For reference, a "wagering platform" such as Rainbet with a 1% house edge sits at ~37% user profitability over the same time span.
Psyops retweeted
"We spent a generation teaching people the first rule of the internet: never give out your real identity to strangers. We have a word, doxxing, for inflicting that exposure on someone against their will. And now the same governments and platforms are asking every citizen to do it to themselves, voluntarily, as a condition of logging in."
nevergivethemyourface.com/
Psyops retweeted
This is the shift.
AI scales the attacker.
Quantum changes the cost curve.
Both weaken the old promise:
“they won’t have enough compute.”
Information-theoretic security changes the premise.
QuStream is built to scale security that compute alone cannot break.
☢️You remember? Google optimized Shor's algorithm. The algorithm that breaks asymmetric cryptography (RSA, elliptic curves) once you have a quantum computer with enough Qubits.
The US government blocked the paper. So Google published a Zero Knowledge proof instead: a mathematical proof that they have the result, without revealing how. Cryptographic sorcery 🧙
But the Internet is sneaky. Someone launched a contest to re-discover the result with AI. The LLM searches a huge space of circuits (each one a candidate optimization of Shor's), and tests whether it beats the previous best. The clever part: they use the ZKP verifier as the reward function. No false positives, and it turns out to be a very efficient signal.
In less than 2 days, the community re-discovered Google's result !!!
🔔15 days later, the LLMs are still improving it. They're already 44% ahead of Google.
Hard to say where this stops, ie. what the true minimum quantum complexity for Shor's is. But we will not close the full gap. You still need a Quantum Computer with a relatively large number of qubits. The only thing that changed is that this number drops a little every day, and it has been dropping for 15 days straight.
Psyops retweeted
Really intrigued about the receipts they have
I saw changing the name from zkfgsol to turbine cash to zinc cash
I saw in their own webpage that the revenues will feed the zkfg treasury
I saw in their own telegram the founder said revenues will feed the zkfg treasury
I had their before BD on my space saying the revenues will feed the zkfg treasury
A refund of $500k was made to the investor who decided to exit
The investor who decided to stay, believe in shift boss and absorb the losses gave the team around $400k to operate and it seems they built zinc with that money
I can't really wait to see the receipts
Psyops retweeted
i was early on $ZINC, bought below 100k mc
but sold most of it at 10$ after realizing there was a second coin which was supposed to have value accrued to it
wasn't ideal at all but now that the zinc team is trying to NOT fullfill its promise to its OG supporters its even worse
all this mess is just a $ORE bullcase at this point, because can't be a SoV candidate with such centralized actors
what's the best way to short solana:zinc155BS4mSPk8GXQj4R5hkVDQXcW253pTYq5SGyfi?
no matter what happens now its clear that there are deep ethical issues with the team
you should expect the token to go to ≈0 once the mania has subsided
revenue share doesnt ultimately matter as this project will be worthless within a year
Psyops retweeted
Update: we haven't heard anything from the Zinc founder in more than 24 hours.
We are exploring all strategic and legal paths and are committed to doing what we can to create a solution for the relevant stakeholders.
There are ongoing private discussions I don't want to disrupt and also legal implications of tweeting things publicly
What I can say is we're actively pursuing a good resolution here, monitoring the situation closely, and thinking of ways to improve the mechanism to reduce the % of dramatic situations like this in the future
Sorry if that's a non-answer, I now understand some of the reasons why corpo-speak exists 🫡
Psyops retweeted
Caught red-handed.
After I published this exposé, the @zinc_cash team worked hard to remove any mention of the ZKFG raise and governance that have funded them to build Zinc.
See the changes on the page from the original post (no mention of "Shift boss — Market-driven protocol funding".
If this is not an admission of dishonesty and wrongdoing, I don't know what is.
Truly Orwellian rewrite of history.
Is @zinc_cash rugging their investors? 👇
That's a pretty serious accusation, so let's dive into it.
There's a live proposal on @MetaDAOProject from the @zinc_cash team to take the ZKFG private.
What's ZKFG, and what does Zinc have to do with it?
MetaDAO ZKFG token raise has been funding the @zinc_cash team for 10 months while they were silently building Zinc. (proof in the first reply)
The original idea they got funded for (ZK SOL) was a flop.
And that's fine; startups try things, and when they fail, they often pivot.
But then they pivoted to Zinc, and found a PMF, and decided to... rug the investors?
As per Zinc's website, 1% of all SOL volume (10% of 10% protocol fee) should go back to ZKFG treasury (see screenshot), but that NEVER happened. (proof in the first reply)
So instead of giving $5.5 m — $55m back to investors (math explained below), they decided to keep silent and try to buy back their investors for peanuts, rather than return some meaningful value to them? 👇
Psyops retweeted
docs added to liquid protocol repo
$wstDIEM — liquid staked DIEM on @base.
Stake @VeniceAI DIEM → earn inference yield (monetized on @asksurplus & @antseed (soon) → use $wstDIEM as @Morpho collateral, borrow DIEM, and loop. 10-20% variable APR on $wstDIEM
wstDIEM — 0xe49FA849cB37b0e7A42B2335e333fb99474167ba
curve DIEM/wstDIEM — 0x21c33a1Bb5f6Eb43563e1fB9e7AA1D4E90C1A0CD
repo linked below
Psyops retweeted
I kept running into the same wall in crypto: you find a token, and all you have is a contract address. Who built it? Why is it moving? What do people actually think?
So I started building salpha to do that work for you. You hand it a token, it reads everything and writes you a single research report: the team, the catalysts, the community sentiment, the alpha most people miss, every claim sourced back to where it came from.
The deeper reason I'm building it: I think the most interesting frontier in AI right now isn't the models themselves, it's the application layer. Everyone has the same models. The leverage is in taking a narrow, genuinely painful workflow and shaping AI tightly around it. Niche verticals are a wildly underrated design space, and salpha is partly my way of exploring it.
It's early, and I'm building in the open. Around 120 people use it on Telegram and ~50 on web, with activity that ebbs and flows day to day. The results are already strong enough that people keep coming back but there's real work left on hallucinations and accuracy, and that's most of where my head is right now.
The part I'm actually proud of however, is that it all runs cheaply, on DeepSeek V4 Flash, through meticulous optimization of our input data and our prompts. Getting the most out of AI is in my opinion, data science on what you feed it married to prompts that actually work.
App is live now, links are in bio.
Psyops retweeted
New ATHs yesterday with @antseed hitting almost 3B tokens served on the day.
On the @AskVenice side of the business, looks like things might be getting real with a wstDIEM @liquid_launcher integration 👀
We are thinking of turning the Diem.Antseed.com pool into a liquid staking Diem....
Psyops retweeted
1.5 Trillion.
After being unable to on-ramp funds yesterday to a CEX. Trying with multiple banks. Both transactions got paused and the banks start a huge questionnaire whilst blocking the activity.
This all added to why I have an interest in this vertically integrated platform.
717 $WIRE Platform coming together on a weekend👀
Stay tuned for end of month announcement(s) and further details!
