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Calibrating the compass to wisdom and good judgment.

Joined September 2009
Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)Photo by bakes ⛏️ (@AlphaBakes)
bakes ⛏️ retweeted
Bitcoin had a monthly bullish market structure break btw.
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bakes ⛏️ retweeted
as someone who has actually been here since inception, this is rather funny you see a version of this every 5 months for years Solana is in the best place it's been in since inception - leads RWA growth - leads spot - leads scale with more scale than all other chains ***combined*** including "newcomers" - is not a multisig server - just got 2x faster - just doubled blockspace - just passed disinflation proposal - has the highest number of rev generating startups - *does* have a great path w.r.t perps with a dozen integrations coming up - has an upcoming most scalable privacy and private defi layer in all of crypto - is the most battled tested blockchain at mass scale in existence - is top 2/3 in literally everything this is not to say it is perfect or is without its troubles. it has a lot of work to do. and the best track record for doing it. it is simply to say "it's in the most perilous place it's ever been in" is nonsense slop trillions
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bakes ⛏️ retweeted
There is one hard asset.
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bakes ⛏️ retweeted
Big Solana news: The Light Protocol team is joining Helius to help build Solana's most complete ZK privacy layer. Private payments, markets, and finance -- at Solana scale. Fully composable, fully onchain, fully open-source.
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bakes ⛏️ retweeted
Protect your ORE from quantum threats. Today, ORE is releasing a new quantum-safe smart wallet for holders. Users can now custody their ORE and manage stake from a smart wallet, secured by quantum-resistant Falcon-512 keypairs. 🧵
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bakes ⛏️ retweeted
Big start to 2026. Here's what launched this week in ORE: 1. ORE privacy pool with @theprivacycash 2. TurboORE with @DeFiCarrot 3. stORE liquid staking token 4. stORE privacy pool 5. stORE became #1 privacy pool on Solana 6. stORE live on @kamino swap 7. X space with Carrot 🧵
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bakes ⛏️ retweeted
It’s good to see volume returning w/ memecoins & ICOs doing well. With coins running, I’d keep an eye out for launchpad coins such as: $PUMP $GP / $BONK $META Most of these coins have bottomed. Think they are primed to run if coins continue to perform well
the trenches looking good here
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> When Bitcoin miners fail to mine a Bitcoin in a block, their computational credits don't go to other miners, it gets spent. Correct. And thus when those miners *do* eventually win a block, they're *forced* to sell the crypto reward to make up for their fiat losses and continue mining. The capital paid to electricity companies ultimately gets withdrawn from the value the token via miner sales. Buyers have to offset that selling just to neutralize the downward price pressure from miners. It's not an ideal setup for a "store of value". The big idea behind this ORE redesign was to invert that value flow and redirect miner expenses into the token rather than away from it.
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bakes ⛏️ retweeted
ORE has solved the original sin of crypto. 🧵👇
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bakes ⛏️ retweeted
quick math: Daily Revenue (24h): $21,138 Annualized: ~$7.7M Current MC: $9.8M P/R = 1.27 (!!!) Revenue ATH, while CT still sleeping $ORE @ore
Inflation is collapsing ⤵️ Revenue curves are exploding. ⤴️ $ORE is quietly crossing into deflation.
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bakes ⛏️ retweeted
took a stab at graphite protocol @GraphiteProto here. useless at ATH yet $GP is at an all time LOW of 30m. (LESS THAN 15MIL CIRC). remember around 10% of all fees from bonk go into $GP buybacks. Bonk Q4? who knows. im positioned with $1 and $GP
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Why @bonkfun is best positioned for Internet Capital Markets 2.0 👇 1/6
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bakes ⛏️ retweeted
The goal with BONKFun 2.0 is how we can bring big companies on chain safely and work with the biggest companies on earth to grow the Solana pie. This is both for memes and ICM. @bonk_inu has proven to be a trusted partner for some of the biggest companies on earth already and it will only get better from here imo. It's all going to be happening on @solana soon enough.
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bakes ⛏️ retweeted
Pf extracts 800m from retail, gave zero airdrop back to trenchers who built it, Alon tweets “Jew mode” then nukes the chart and vanishes for 14 days without a word while believers got liquidated for millions PF crimes a few coins up and CT goes: ‘’We love PF It’s organic yeaay’’
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bakes ⛏️ retweeted
pumpfun could focus on improving their business and actually provide some value to their token holders, instead they are using their war chest to fund a fud campaign? right
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bakes ⛏️ retweeted
$GP is reaching irresistible levels my bag is still really big, but I'll be looking to add back what I sold near the top down here @bonkfun revenue has yet to slow down. $GP is the best way to bet on said revenue. The great thing about $GP is, even when the market or bonk eco dips, as long as volume sustains, $GP is still fundamentally gaining value. I see no logical reason for this dip - if volume actually died off, then I'd understand. But it hasn't. Bonk eco goes up? GP goes up Bonk eco goes down but volume sustains? GP dips and gives you free entry because they're still generating the same amount of fees and nothing at all has changed... Never heard of a coin generating $105,000+ a day in buy backs/eventual burns sitting under $130m mcap.
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