Agentic Clips page for @clipitdev This page is a library of clips created with our agent skills plugin. Optimize your X content today (link in bio)
Joined February 2026
- Tweets340
- Following63
- Followers62
- Likes63
The next global monetary arms race could be U.S. Bitcoin vs. China’s gold.
@blknoiz06 and @Tradermayne unpack @ThinkingUSD thesis on @MarketBubble:
“What Flood said on, like, the U.S. being Bitcoin focused and China being gold focused. Have you heard his thesis on this?”
“Essentially, what he’s saying is, like, China has a fuck ton of gold, like, more gold than they’re putting on or making public. And what they plan on doing is using that gold to back a currency that’s backed by all the gold that they have.”
“Recreate the gold standard. And then it’s like, do we wanna be as dependent on that when China has more gold than us?”
“The alternative to that, if the U.S. is the more digital of the two countries, they’re gonna be like, ‘No. Actually, we’re gonna have a Bitcoin reserve.’”
“And if we have a fuck ton of Bitcoin and Bitcoin goes up substantially and it’s competing with gold for how big it is, then our issues with that look slightly different than they do right now.”
“China is so much more of a digital country than America is. By the way, Canada sold all of its gold. Sold it all at the bottom.”
Crypto doesn’t need a savior to onboard the world.
“There is nobody, no singular person, entity or product that is responsible for onboarding. People, institutions and capital will be onboarded to crypto rails because onchain and crypto rails are the magnum opus of finance.”
“Crypto and the idea of onchain, programmable, immutable finance is inevitable. It could be banned a million times, stopped, shadow-banned, shunned, pushed away, ignored and laughed at. But eventually, on a long enough time frame, the superior man just wins.”
@notthreadguy @counterpartytv
Greeny turned $6K into $32K in one trade, then kept the NFT producing rewards.
“I’m gonna derisk the majority of my position. My P&L is $32,000. I’m super happy with that.”
“I still own the NFT. It’s still earning me $STOCKBROKER every day, every launch, every fee. Play the long-term game with the NFT.”
“I’m walking away with turning $6,000 into $32,000. It’s a 5x. Nearly $50,000 Australian, half a salary in a month, in one trade.”
FT @greenytrades with @craigscoinpurse on @MktMates
The $CLOCKIN team breaks down its controversial launch protections, what it would change, and why crypto mistakes ultimately become tuition.
“People are looking for coins and stuff. They’re not reading, and I’m not trying to take their money. The sniper guys who are really trying to take your money, my money, everybody’s money, that’s a little bit different.”
“We kind of feel like the ecosystem needs a little bit more of a raw, organic pump, a raw organic meme. We could throw it out there in the wild and let the savages be savages or the traders just be traders.”
“In our contract that we signed with Clutch and with BoardLegal, it states in there, because we fought for this, a 33% tax for 33 minutes. In hindsight, with such a hype launch, it should have been higher.”
“The one big mistake that gets made a lot when a market starts to get overheated is people just move too quick. They don’t take the time to read, because that’s when you get wrecked.”
“One of my favorite things about crypto when I first got into it 12 years ago was the underlying tenet of personal responsibility.”
“If you make a mistake, you’re just paying for your education in crypto, unfortunately.”
FT @beijingdou @CryptoVonDoom @AllCityBAYC @clockincoin
AI agents are about to give NFTs an actual job.
“I think over the next six months, we’re gonna see a lot of experiments with agentic NFTs, ERC-6551 wallets, and then letting them go to work.”
“There’s basically an agentic NFT that’s like a politician copy trader. It copy trades Pelosi’s wallet.”
“Who knows if this stuff sticks? I just think it’s fun experimentation, and it could lead to things that actually stick and escape our little Web3 bubble.”
FT @coffeewithcap_ @ChrisJourdan
Clips by Clipit retweeted
What happens when reinsurance starts scaling like software?
“If you zoom back a little bit, this is just kinda like Tesla being able to stamp out Model Ys at lower marginal cost than any other auto manufacturer. We’re literally just able to stamp out the product of reinsurance at lower marginal cost than any other reinsurer in the world. What does that mean over time? It means that if you just survive, you win the market. Right? And, that’s the sufficient condition, actually."
"I just wanna linger on this point for just a second because I really think this is kinda like the whole ballgame right here, what you’re talking about. I think this is why things move onchain. This efficiency you’re talking about, this low headcount. I think before we got on, I think you’re under 12 employees at Re. And, you know, to scale your business to billions, I don’t think it requires you to need to hire, like, hundreds of people. Right?"
"What kind of revenue per head is this right now? And I guess to grow your business to billions, do you need to scale up a lot, or does this stay kind of lean and efficient?"
"Yeah. So we’re at 12. You’re right. It’s about $30 million per head today, so we’re profitable, which is great.I think that it probably understates the efficiency. I think in the near term, you’re probably gonna be double that, maybe more. Where I focus my energy is actually, there’s clearly a need for some redundancy. Right? Twelve is pretty thin still. And so we’re working on making sure we have redundant capabilities on a technical and product and design front. A lot of my energy is now spent on identifying reinsurance and insurance folks that have the muscles that are necessary for us to scale into the rest of the market."
"I’m not thinking about $1 billion because we’re gonna get there. Right? I’m thinking about: how do we get to $5 billion? How do we get to $10 billion? And who are the folks with the expertise locked in their heads that we can pair with technologists to be able to enable this crazy growth?"
"That’s where I spend my time.”
FT @karnsaroya @re
They beat Qwen's best 35B model with miners instead of a research team. Then Qwen shipped a better one that week.
"Last year we did produce a model that was better than Qwen's best model at the 35 billion range. And just before we launched it, they launched another 35B model that was better than ours. It's a race. Everybody's in the race now.
It's not an understatement to say that we are up against nation states, because this is truly China versus the United States, and there's that level of funding. So it's in no ways easy.
Affine's goal is mining reasoning. Reasoning is the way in which a model thinks to itself so that it can answer a question properly. So what we have the miners on the network do is produce machine learning models that can produce reasoning, that they can reason in a way that makes other machine learning models answer the right question. So it's sort of indirect.
Imagine, you would think that I'm smart if, whenever you talk to me, you felt a lot smarter yourself. That's actually reflective. You know that I'm smart if, when you talk to me, things make sense to yourself.
Even if it doesn't produce models that are stylistically perfect, they can at the very least be adapters to other machine learning models. You could run GLM, and instead of GLM thinking, you'd talk to the smaller model and go 30 times faster. But that's not the end goal. The end goal is that mining that latent space of thought is going to be the prerequisite for us training incredibly good models."
FT @twistartups @Jason @Lons @const_reborn @bittensor
Everyone in the group chat makes calls. Nobody keeps score. That's the entire edge
"I thought that was a damn good idea for LLMs. Let's take everyone at their word. If they say 'hey, you gotta buy this token, it's hot' or they're just scanning it, let's measure their conviction. If someone's just scanning a token, that's pretty low conviction. But if they're like 'I just bought this, you guys gotta get in', that's very high conviction.
Then: if I had taken that and placed a bet in a paper trading market, would I have made money? And if I had, I'm going to mark them as high trust.
Over the course of a group chat that's pretty long, you can sort of see, well, these guys are nailing 90% of the tokens. If I had just bought that and sold at the right time, I would have made money. And these people are probably scamming me, so I should probably never buy their tokens.
And so we built this trust graph. That's the core idea of Mark AI, Andreessen in autonomous investor, he's quietly sitting in a group chat, just processing everybody's calls."
FT @elizaOS @shawmakesmagic @DineroDom0 @MCGlive
Just like AI is going to automate a lot of manual labor, a lot of financial jobs are going to get replaced by smart contracts. - @OxSimpleFarmer
"I really liked the idea of peer-to-peer financial infrastructure. It made a lot of sense to me, because the middleman layer is making hundreds of billions of dollars a year, financial portfolio managers, things like this. All of this is pretty much going to get replaced by smart contracts.
"Just like AI is going to automate a lot of manual labor, a lot of financial jobs are going to get replaced by smart contracts. And then probably some level of AI layer making it easier to interact with those smart contracts, the agents."
"The agents would actually conduct the transactions through the smart contracts. For an agent, it's a lot easier to operate a financial asset through smart contracts than it is a bank account."
FT @FF_V12 @FFVPodcast @OxSimpleFarmer
The hardest lesson in crypto building: the best product doesn't win.
"I was talking to a lot of teams that were early-stage builders, and seeing teams that were building pretty solid products but were really unable to get any traction, they were just all missing distribution."
"So the number one lesson was that distribution is more important than product. Product is super important, it can be your hook, but distribution is really the key to success in this industry."
"It's like, if the tree fell and no one was around to hear it or see it, did it really fall?"
FT @FF_V12 @FFVPodcast @OxSimpleFarmer
"If we win, you win. If we lose, you probably still win." Every dollar they own sits in first-loss position.
"Everyone talks about incentive alignment. For our purposes, we've got all of our assets tied up as first loss. We've got this massive safety pool, which is our assets it's earned premium, it's our equity, and it eats any sort of volatility in the underlying insurance portfolio first.
So we can credibly say that if we win, you win. If we lose, you probably are still going to win. This layer ends up being the shock absorber ahead of all the stablecoin tranches we've set up. It'll inevitably be larger than the safety pool for any stablecoin or DeFi product, period. In fact, right now it probably rivals, if not exceeds, the size of the safety pool for Ethena and for the Sky ecosystem, and we are pretty subscale.
Above that we have a mezzanine layer with quarterly redemptions that are actuarially gated. Above that, rUSD, a senior over-collateralized tranche with at least a 50% holdback for redemptions at any moment. As you move up the stack, you get increasingly remote from insurance risk and increasingly liquid."
FT @karnsaroya @re @edge_pod @Nomaticcap @DeFi_Dad
Your next insurance policy won't be written by a broker. It'll be assembled for you in real time.
"There should be AI-enabled insurance companies sitting on top of programmable capital. That's my vision for where this is going to go. What does that mean specifically? It means AI is literally going to take in all the information necessary to get you insurance. It's going to come back and say: here's exactly what your coverages are. Here's your house, your assets need to be covered. You've got kids, you need life insurance. You've got a small business, you need an umbrella policy to go with that.
Here's exactly what your risks are, here's how you need to hedge them, here's a package I put together, and I provisioned the capital from an insurance company, printed exactly the policy you needed, and provisioned the capital on chain so you have comfort that if anything does happen, the insurance is good for it.
That's going to happen. It's not going to be Marsha or Kevin or whoever thinking about this once a year without a fulsome view of who you are or what your business is. It's going to be real time. That's the future."
FT @karnsaroya @re @edge_pod @Nomaticcap
@DeFi_Dad
Full podcast here 👇
xitter.cf/DeFi_Dad/status/208836…
🎙️ New @Edge_Pod
🔓 How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi
0:00 - Intro
1:38 - Building insurance tech before Re
6:36 - Reinsurance and why it matters
9:16 - How big is the reinsurance market?
10:05 - How Re brings reinsurance onchain
14:46 - The DeFi mullet and capital efficiency
18:46 - Growing with just 12 employees
22:45 - Re’s strategy for winning business
28:21 - The capital stack behind Re
35:07 - Re junior tranche and what’s it earning
36:40 - How Re differs from competitors
43:17 - AI's impact on Re future underwriting
46:47 - Re’s role in the growing RWAs
48:50 - Agentic operations within Re
52:28 - Tracking key growth metrics at Re
56:45 - Overview of the RE token
58:44 - Closing
🙏 Thanks to @re CoFounder and CEO @karnsaroya for joining us!
Lloyd's of London has run for 300 years. @re is the same idea, rebuilt for the internet.
"Lloyd's is just a marketplace. It's a pot of money. It has 103 different insurance companies that sit on top of it that specialize in everything from nuclear risks, to aviation and space risks, to property risks of every sort.
That's how you get to insane scale, decompose it and decentralize it in such a way that it's accessible to every other sophisticated reinsurer in the world. The token is intended to emulate the Lloyd's Governance Council: it stipulates who the acceptable counterparties are, what capital they need to post, what economics they need to have at risk to be aligned with the network, and which fees are charged to access that capital.
The market itself is the market of last resort, it absorbs tail risk and is compensated for that. The idea behind Lloyd's is exactly what drives the idea behind Re. It's just that Re is built for the internet age. That's the difference."
FT @edge_pod @Nomaticcap @DeFi_Dad @re @karnsaroya
🎙️ New @Edge_Pod
🔓 How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi
0:00 - Intro
1:38 - Building insurance tech before Re
6:36 - Reinsurance and why it matters
9:16 - How big is the reinsurance market?
10:05 - How Re brings reinsurance onchain
14:46 - The DeFi mullet and capital efficiency
18:46 - Growing with just 12 employees
22:45 - Re’s strategy for winning business
28:21 - The capital stack behind Re
35:07 - Re junior tranche and what’s it earning
36:40 - How Re differs from competitors
43:17 - AI's impact on Re future underwriting
46:47 - Re’s role in the growing RWAs
48:50 - Agentic operations within Re
52:28 - Tracking key growth metrics at Re
56:45 - Overview of the RE token
58:44 - Closing
🙏 Thanks to @re CoFounder and CEO @karnsaroya for joining us!
The on-chain comeback is real
“On-chain activity is starting to feel a lot like 2021 again. There’s new infrastructure being built, new primitives emerging, and projects are becoming much more complex than what we saw in the last cycle. You can feel the experimentation happening everywhere.
But complexity doesn’t automatically equal value. A lot of these projects will be exciting, attract attention, and raise money—but the reality is that 99% of them are probably going to zero.
That isn’t necessarily a bad thing. It’s how the space evolves. Most experiments fail so the few that actually matter can prove themselves, find real users, and become the foundations everyone else builds on. The opportunity is massive, but you still have to separate real traction from hype.”
FT @ChrisJourdan @coffeewithcap_
NFT bros might save Ethereum again, and they already made crypto culturally relevant once.
“Our NFT bro is gonna save Ethereum for the second time because, honestly, the most culturally relevant that crypto has ever been was during the NFT market.
The trading stuff, obviously, with the perps and the on-chain memecoin trading, has garnered attention because there are marketing funnels running around it, but I still think that’s probably very niche.
I think the broadest acceptance—people having any idea what the fuck is going on, or having any semblance of caring—happened during the NFT run.
And so I think it’s exciting. Obviously, the Pokémon stuff with the on-chain gachas has been great. Ultimately, I do think the APY when you post an NFT is pretty interesting. I thought I was earning 10% yield per day, which would be insane, I wish it was real, but it’s still 50% APY per year. That’s still pretty good for an asset that is otherwise sitting in your wallet.”
FT @fullportshow @gmoneyNFT @hunterorrell @0xQuit
The biggest cost of a blockchain may not be its fees—it may be the strategy behind them.
As @mdudas explains:
“The reason I think Solana is in a great position is because it is sort of the everything chain of trading and money movement and settlement. So it’s performant, it’s flexible, and it’s multiuse case.
And I think you see Robinhood trying to, with their chain, and Base with their chain, do a similar thing, but they both have the strategy tax of wanting to sort of king-make certain apps, either intentionally or unintentionally.
And ultimately, they’re gonna have a strategy tax of wanting to have public-company-like fees accrue in anything they send their users to. And I think that will be challenging to compete with when you have this neutral platform and base layer in Solana where people can launch applications. Even the tiniest of fees can make it really hard at the application layer to make money at real scale.”
FT @farokh @Tyler_Did_It @solana
The bet: Robinhood could become a top-5 blockchain.
“The reason I’m building this is because I think Robinhood has potential to be, like, one of the top five blockchains, top four maybe, maybe top three. Who knows? It seems that way.
The bet I’m making is that Robinhood is going to be huge, like Solana, and I want to be the main DEX aggregator on it. I think there’s a lot of potential for that to happen. They’ve done a lot of things really well.
One of the cool things I’ve seen is the amount of NFT collections launching on it, which I feel like gets overlooked. NFTs are a good sign of community. It’s not one or the other that makes a really strong, healthy community and price, it’s the relationship between the token and the NFT together.”
FT @Unc_Show @beijingdou @CryptoVonDoom @MichaelHirsch
What if launching a token didn’t depend on being an insider?
“Anyone can launch a token, and everybody who launches one has a chance to win. Once the pool accrues enough fees, a purchase order is randomly selected from the tokens launched through the platform. That selection is powered by verifiable random numbers and can be verified on-chain, making the process less dependent on KOLs, connections, or insider access. It’s not a guarantee of profits, it’s a way to give every launch a fair chance to participate.”
FT @KrutzkyTrades @fomo @OxSimpleFarmer
What if the most valuable @OriginalBlokyz trait is the one nobody can actually find?
“There’s going to be a small percentage of Blockies with a hidden trait, one that won’t show up in the filters. You’ll only find it if you dig deep into the collection and look for it. Otherwise, you might be sitting on something really valuable and accidentally floor it.
For me, it’s a way to find out who the hardcore fans are, the people willing to look beneath the surface and notice the clues that aren’t being spelled out. It’s like the hints in One Piece: small details that seem insignificant at first, but later reveal that a character is much more than what they appear to be.”
FT @FF_V12 @FFVPodcast @Ukj1111 @MonkOnTheBlok