Multistrategy Fund Defi ETH SOL | NFT | Top Blur Lender Punk Collector

Joined July 2020
Crypto in its value era, while AI is in its inflated token era. Value tends to be where few are looking.
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Here is the bull case for NEAR AI. The average Google search is 3.4 words. On ~3 words at a time, Google built the biggest advertising business in the world. Search ads alone brought in $63 billion last quarter. Now think about what you tell an AI chatbot. Your salary. Your diagnosis. Your company numbers. The thing you would never ask a real person. Google had to guess what you wanted from three words. Your AI does not have to guess. It already knows, and it remembers forever. Nobody worries about this yet. The AI companies are not selling your data, because right now they need big user numbers before they go public. That will change. It always changes. When it does, one thing will be obvious. NEAR AI has been building the private version of this for years. Your prompt runs inside a sealed part of the chip, so the company that owns the machine cannot read it. You get proof of which model answered you and where it ran. They are the infrastructure layer for this, and Brave and Venice both buy private inference from them. And you can stake near:native right now and take your rewards as private AI instead of tokens. Your stake becomes your AI budget. Which of the last ten things you told an AI would you have typed into Google?
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Sancrypt retweeted
It's so wild how ETH goes up a bunch which leads to altcoins going up a lot which leads to ETH pulling back a tiny bit which leads to altcoins going back to zero Pretty clear that there is a sticky bid for ETH, probably wisest to stick to that if you're not an excellent trader
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Sancrypt retweeted
I rarely do posts like this lol but... B-money has all the ingredients. Unique in itself -an homage to Wei Dai's b-money, the cypherpunk computer scientist who proposed one of the earliest concepts for a decentralized digital currency and was referenced by Satoshi Nakamoto in the Bitcoin white paper as its main inspiration. Yields BTC to holders. Has distributed over 2 btc in the last 72h to holders. A stacked holder holder list. This is the kind of thing that gets high priority in the bsc szn. The b stands for breaking the bank.
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Sancrypt retweeted
on the tokenization supercycle imagine discovering youtube in 2010 and thinking: great, american tv shows can now be distributed globally. you’d be right. but you’d miss the point. the real 1000x was that youtube created an entirely new class of global-native content that traditional tv could never compete with (ie., medium is the message) tokenization will do the same to capital markets it won’t just make american equities easier to buy. it will take high-quality, under-distributed companies around the world and violently reprice them. the subtler point is: distribution is valuation. distribution was always one of the great moats of US capital markets. and that monopoly has now met its final boss: internet-scale distribution of any stock in the world to anyone with a smartphone. imagine every public company on earth were listed on the NYSE, and every person on earth had robinhood installed do you think today’s relative valuations would survive? that is the multi-trillion dollar question
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Sancrypt retweeted
I admit it: I was very wrong about Ethereum I hadn’t built anything on EVM in almost 3 years. My only transactional experience on EVMs was buying shitcoins on Uniswap (still a dogshit experience) I was completely unaware of the gazillions of EIPs that have drastically improved the dev and user experience over the last 3 years The ecosystem is genuinely more robust than ever before, and its the only chain that can even pretend to be sufficiently decentralized I suspect Tom Lee will end up with one of the most absurd PnLs once Ethereum finally goes on its generational run
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Sancrypt retweeted
Yesterday’s move in crypto triggered $2.73BN in short liquidations across the perps market, the largest crypto short-liquidation event on record
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In 2007, a rival fund called Ken Griffin on a Sunday needing to dump a $30 billion book before Monday's open to meet margin calls. The senior banker on the competing bid went to bed. Citadel owned all of it by 6AM. This is him telling the whole story -- the 50-person team assembled in hours, the all-nighter, and the banker on the competing bid who called from Greenwich to say he was going to bed: "And he said, look, it's getting late, this isn't gonna get done tonight. I'm heading off to bed, I'm telling my guys to go home, and we'll pick this up in the morning." "And I said, there will be nothing to pick up in the morning. We're going to get this done. he sort of laughed and hung up." "6AM before the opening of the markets, we bought that entire portfolio." The quote he lands it on, from President Lincoln: "Things may come to those who wait, but only those things left by those who hustle." Bookmark & watch ↓
Jensen Huang founded Nvidia on the wrong graphics technology, and when no one knew the right way, he bought three textbooks from Fry's for a couple hundred dollars to rebuild the algorithm. Nvidia is worth more than $4 trillion today. This is him at Y Combinator on the day he realized Nvidia was building the wrong thing: Nvidia had chosen the wrong graphics approach, finished dead last, and run out of money. Then came the worse discovery. "Not only did we choose the wrong technology, we didn't know how to do it the right way." He said it to the whole company out loud, because the alternative was pretending it wasn't true. "We won't have a company if we don't confront the fact that this doesn't work and start working towards the right algorithm." There was no research budget and no expert to call, so he went and found the answer himself. "I had a couple hundred dollars in my pocket. And so I went down to Fry's and I bought three textbooks. And the textbooks were about OpenGL and how to design OpenGL pipelines. I brought it back to the company and gave it to the engineers." The engineers rebuilt the whole thing from those pages, and it became the foundation for everything Nvidia made after. "Everybody would have thought that Nvidia started out as world leaders in 3D graphics. And we learned it from a textbook." Decades later, he still tells it as a punchline against himself. "We actually started the company, raised money, and bought textbooks, when you think about it." Bookmark & watch ↓
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What is the most expensive “grail” that you can hit on a TCG gacha $250 pack right now? Because in FWA you could pull $186k right now.
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pumped to see @LucaNetz & team crush at #SDCC!!!!! had to pick up a nice one for my collection just now! its wild how much happiness i get from seeing others build along side to what i am building .. i really hope one day it is clear to everyone here that dozens of NFT projects can go MAINSTREAM and WIN and it doesnt stop other projects from winning !!!!!
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Sancrypt retweeted
Wow! Turns out @brian_armstrong was the buyer. Very pleased to see one of the biggest names in crypto embracing punks. Great job Brian, I almost bought him myself.
Punk #4441 bought for 278 ETH ($438,893 USD) by 0x517e...b2b6 from 0x743b...9af7 cryptopunks.app/cryptopunks/…
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Sancrypt retweeted
Lately I have had this feeling that ETH is a better mid to long term bet here than BTC. Between stablecoin/rwa adoption, regulatory clarity, and security + roadmap execution I think there is a good chance larger flows are attracted. I also think Saylor is an eventual problem for BTC, that ETH does not have. I would keep close eye on ETF flows. Over the last few weeks we have had some periods where BTC was red and ETH was not.
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Sancrypt retweeted
It’s no secret that @dsundheim became a bonafide billionaire after the SpaceX IPO. It’s also no secret that he has been buying Cryptopunks this year He started to buy Cryptopunks on Jan 2026 and ended up having 10 Punks prior to SpaceX IPO. You know what he did after SpaceX IPO? Buy more Punks 😅 He made a new wallet and that wallet has been buying more Cryptopunks. To date, his 2nd wallet has bought 26 new Punks In total, Daniel Sundheim has spent over 2,000 ETH on Cryptopunks this 2026: > 547 ETH on wallet 1 > 1,595 ETH on wallet 2 That’s more than $4M dropped on Punks so far. Small thing for a billlionaire like him.
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Look where we stand on BTC, if this is not the end of it, the 200 SMA on the Weekly has always been a great buy. Still most are refusing to buy. 2015, 2018, 2020, 2022, 2026 : 61627$ tapped on 4th of June.
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JUST IN: Standard Chartered compares Ethereum to Amazon during the 2001 dot-com bubble burst, says ETH will catch up to internal metrics - The ether price has fallen sharply in recent months, but the underperformance does not reflect continuing improvements in Ethereum's internal metrics, according to Standard Chartered Bank's Global Head of Digital Assets Research, Geoffrey Kendrick. - Kendrick compared ETH to Amazon stock during the 2001 tech bubble burst, saying ETH will catch up to internal metrics and that "it is just a matter of time." - Kendrick maintained his ether price targets of $4,000 by end-2026 and $40,000 by end-2030. Full story soon...
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Sancrypt retweeted
Let's talk Serena Punks 🧵🎾 Many NFT projects crave the attention celebrity endorsement can bring Very few gain it organically Between March and August 2021 Alexis Ohanian (entrepreneur, co-founder of Reddit and husband of Serena Williams) purchased 7 of the 25 punks with attributes Female, Headband and dark skin
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BREAKING NEWS🚨 @BitMNR (BMNR) will be added to the Russell 1000 Index the 26th of June 2026. @Sharplink (SBET) will be added to the Russell 2000 Index the same day. The floodgates to passive inflows are moving! Are people in Ethereum ready for their ETH going to the moon?🚀
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ETF approvals: ETH $1k -> $4k Bitmine + Pectra: ETH $1.5k -> $5k Clarity + Glamsterdam: ETH $2k -> ...
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