Investor and Trader

Joined December 2010
My new interview with Darrell Thomas covers gold, energy, inflation, bonds, the wars in Ukraine and Iran and more. It's all connected. youtu.be/kiA4uJzJQog?si=p4ph…
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Baskets go live at noon ET 🧺 🌱 Think of it like an ETF, but onchain and you can build your own: • One token, a whole theme inside • Rebalances itself as prices move • Earns you fees every time it does • No yearly fee. No basket fee to get in or out • Make your own and share it with friends Five ready to go. Yours next.
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The week ahead at TickerSpring 🌱 The audit wraps up Thursday. Friday, baskets go live (already audited). Then vaults reopen to everyone early next week. Big week.
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Crypt0Go1d retweeted
$JUP's fundamentals deserve a closer look 👀 @JupiterExchange: • directs 50% of onchain revenue to jup buybacks • has burned 3b jup • passed its net-zero emissions vote with 75.3% support • offers swaps, perps, lending and borrowing JUP @ 0.34 is still highly undervalued
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🚨 AI COMPANIES ARE ALREADY PREPARING FOR A MAJOR AI DISASTER. Top executives at OpenAI, Anthropic, and other AI firms are planning for what happens after a serious AI-related event. The main fear is a cyberattack that knocks out banks, internet access, power, or even water systems. Some people in the industry believe a major incident could happen within the next 6-12 months. Companies are already discussing emergency rules, political backlash, and even kill switches for advanced AI. And that shows how scary this could get.
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Crypt0Go1d retweeted
Replying to @carlmoon
You know how they say, HiGheR!. Well I'm saying LoWeR!
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THIS IS THE FUNNIEST AI VIDEO I'VE SEEN IN A LONG TIME. Lord Altman of House OpenAI - "Your grace, we are close to AGI." King Jensen - "You've been close for three winters."
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Crypt0Go1d retweeted
Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash. Holders, starting with large and sophisticated ones, should consider moving the bulk of their funds to addresses that have never signed a transaction. And when they do sign one, they should also move remaining funds to a new address (possibly generated from the same seed phrase). Don't rush. While I believe there is cause for action a rushed migration would do more harm than good. Don't panic either. Moving assets to protected addresses is a simple, preventative step which does not require new cryptography or new wallets. IMO it is now reasonable to brace for the possibility that ECDSA breaks before qday, in the worst case in months not years. By "break" I mean fast private key recovery (e.g. in one week) on available hardware (e.g. a large GPU cluster). Recent days have been humbling for human mathematical intuition. Long-held, unquestioned hypotheses have fallen. This includes the n log(n) bound for integer multiplication and the 3SUM conjecture. In hindsight, May's unexpected disproof of the Erdős unit distance conjecture was our warning shot. Yesterday's OpenAI drop made it clear that mathematical superintelligence is upon us. They say there are weeks where decades happen. We are about to live through weeks where centuries of mathematical progress happen. Could our magic 64-byte ECDSA signatures be too good to be true? Was it just security through obscurity all this time? Elliptic curves feel especially vulnerable to superintelligence. Curves carry rich structure, with room for fancy tricks like Schoof, Frobenius, pairings. (By contrast, hashes are designed to minimise algebraic structure.) Separately, as Ewin Tang can attest, an efficient quantum algorithm sometimes foreshadows an efficient classical one. We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once. Also noteworthy is the striking under-representation of cryptographic breakthroughs among the 722 mathematical results OpenAI published. I've witnessed first-hand the US government censoring academic quantum cryptanalysis results. Backroom interventionism is my base case. I urge large, sophisticated actors to lead by example. Project11's "risq list" (bitcoin-risq-list.projecteleven[.]com) is a great tracker of exposed BTC pubkeys. Binance, Bitbank, Robinhood, Bitfinex, and Tether have an opportunity to harden their cold storage. Next month I'll address institutions in London in a live Q&A (forum.ethereuminstitutional[.]org/london-2026). Again, please do not rush. Wallets holding under 50 BTC enjoy partial cover from "Satoshi's shield", i.e. his 20K exposed addresses that hold 50 BTC each. Load-bearing signers like oracles and L2 security councils should consider rotating ECDSA pubkeys with every signed message and/or multi-signing with a hash-based schemes like SPHINCS. Exiting bunker mode safely will require post-AI cryptography. My inclination is to go all-in on hash-based cryptography and avoid structured mathematical assumptions entirely, whether from curves, lattices, or isogenies. A single battle-tested hash (e.g. from the SHA or BLAKE families) yields plausible post-AI security. The Ethereum roadmap on strawmap[.]org fully embraces hash-based cryptography with end-to-end formal verification as a response to the quantum threat. Those timelines must now be revisited and accelerated in light of mathematical superintelligence. I'll be pushing for maximum defensive acceleration.
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Crypt0Go1d retweeted
$BTC | You know what's coming next
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Crypt0Go1d retweeted
Injective is working hard to grow its memecoin ecosystem. Just days ago, two @injective token launchpads went live in the form of @runupdotfun and @sproutsomefun. Today, the official $INJ account announced that its new "Trench Treasury", and the Injective Foundation has allocated token rewards specifically two the communities of those two launchpads. Injective clearly understands the value that memecoin trading and retail activity brings to a blockchain network...
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Crypt0Go1d retweeted
The wait is over. Sprout is LIVE on trysprout.fun 🌱 CA: 0x503f2A7bAc1E2ff2800Aa92EdB82abeF0bFA631E
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🚨READ VERY CAREFULLY🚨 $UNI MIGHT HAVE ONE OF THE MOST INSANE CONFLUENCE SETUPS IN CRYPTO RIGHT NOW. 🦄🔥 This isn’t some random altcoin with a pretty chart and zero fundamentals. This is Uniswap; a protocol that has processed $4.7+ TRILLION in volume sitting beneath a macro structure developing since 2021. UNI is attacking the multi-year descending resistance that has rejected essentially every major rally since the last cycle. And if it breaks…the targets get ridiculous. 🎯 MACRO FIB ROADMAP 0.618 → $15.49 0.786 → $25.41 1.13 → $70.00 1.272 → $106.36 1.414 → $161.61 1.618 → $294.76 But here’s where this gets REALLY interesting: 📐 Macro pattern measured move → ~$100+ 🎯 1.272 Fib → $106.36 🏦 Standard Chartered target → ~$100 Three completely different frameworks converging around the SAME price zone. 👀 And UNI’s fundamentals have changed dramatically. 🔥 THE BUYBACK/BURN ECONOMICS For years, UNI’s biggest weakness was simple: Uniswap could dominate decentralized trading without UNI holders having much direct economic exposure. That’s changing. Protocol fees can now feed the TokenJar + Firepit system, connecting Uniswap activity with UNI permanently removed from circulation. More activity → more potential fees → more UNI burned. Governance also approved a MASSIVE 100 MILLION UNI retroactive treasury burn roughly 10% of the original 1B supply representing what could have been burned had the system existed earlier. ⛓️ UNichain → UNI Net Unichain sequencer economics can also feed UNI burns. UNI is increasingly capturing economics from an entire Uniswap ecosystem, not simply DEX swaps. 💰 MEV → UNI BURNS Proposed Protocol Fee Discount Auctions (PFDA) could capture value historically lost to MEV searchers/validators and redirect auction proceeds toward UNI burns. ⚙️ UNISWAP v4 v4 Hooks transform liquidity pools into programmable financial infrastructure: Dynamic fees. Custom execution. Specialized liquidity. Permissioned markets. New pool structures. Proposed aggregator hooks could even source external liquidity while creating another potential fee/burn mechanism. Uniswap is trying to become the liquidity + execution layer for onchain markets. 🏦 AND TRADFI IS SHOWING UP Permissioned v4 infrastructure opens the door for regulated assets and institutional liquidity, with names including Securitize and Superstate involved in the ecosystem. SMBC Nikko + Nethermind are also building a Japan-focused DeFi gateway on Uniswap v4 targeting stablecoins, RWAs and regulated digital assets. Then comes potentially the biggest catalyst: 🌎 TOKENIZATION Stocks. Bonds. Funds. Stablecoins. RWAs. As traditional assets move onchain, markets become global, programmable and 24/7. Tokenized assets are already trading through Uniswap infrastructure, with a huge portion of tokenized-equity activity occurring outside traditional U.S. market hours. If trillions in traditional assets eventually migrate onchain, somebody needs to provide the liquidity and execution infrastructure. Uniswap is positioning itself directly in the middle. So zoom out: 🦄 4.7T+ historical volume 🔥 Protocol-fee-driven UNI burns 🔥 100M UNI retroactive burn ⛓️ Unichain economics → UNI burns 💰 Potential MEV capture through PFDA ⚙️ Programmable v4 Hooks 🌐 Potential aggregation of outside liquidity 🏦 Institutional / permissioned pools 🇯🇵 Japanese financial infrastructure on v4 🌎 Tokenized equities + RWAs 📈 Potential multi-year breakout And the chart brings everything together: Pattern target → ~$100+ 1.272 Fib → $106.36 Standard Chartered → ~$100 That’s the confluence I care about. And if UNI eventually breaks THROUGH that zone? 1.414 → $161.61 1.618 → $294.76 Those aren’t guarantees. They’re the next macro extensions if UNI enters genuine price discovery. $UNI isn’t simply a bet on another DeFi summer. It’s a bet that global financial markets move on chain.
$UNI is a good play here. Accumulating. Going long on a weekly close above 4.20$
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Crypt0Go1d retweeted
Probably nothing 👀
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Fed Chair Warsh Called In This Gold Manager (Here’s What He Wanted) - Axel Merk Exclusive Full interview: youtube.com/watch?v=z1RShD5X… #fed #economy #finance #dollar @DanielaCambone @AxelMerk
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$ADA CARDANO BULLISH FOR THE FIRST TIME SINCE Q4 2025 -80% from the last cycle highs -91% from 2021 highs BULLISH!!!!! Even if it doesn’t go to new highs there is big profit potential here
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The great migration continues $ZEC -> $NIGHT
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Crypt0Go1d retweeted
$FEYN is live on pump.fun. It powers Feyn: live scam detection for the trenches. Every paid API call buys back and burns $FEYN. More usage. Less $FEYN. CA: FEYNnky1Jp7xfrTnR5U93qBM79RxYkQibzTaR31fdxqS
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Crypt0Go1d retweeted
TikTok employs thousands of behavioral neuroscientists and persuasive design specialists. ⚠️ Their only job: break your dopamine circuit and rebuild it so you can't leave.
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Crypt0Go1d retweeted
Probably nothing
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If you're wondering why $QNT price pumped 3x this week, this list is probably a good place to start ↓↓ • Quant was just chosen to build the next generation of US bank money. The Clearing House, owned by 25 major US banks like Chase, Bank of America, HSBC, and Citi settle more than $2 trillion per day and selected Quant to connect its new on-chain money network. • Quant is now powering the largest banks in the UK. Barclays, HSBC, Lloyds, NatWest, Santander and others are now executing live customer transactions on infrastructure built by Quant. • Quant is directly integrated into Murex’s MX.3 platform. MX.3 is the financial software engine powering 65 of the world's 100 largest banks, and Quant gives them crypto-ready infrastructure without requiring them to rewrite existing infrastructure. • Oracle has put Quant inside its enterprise digital-asset stack. One of the world's largest enterprise software companies has certified Overledger to provide cross-ledger orchestration for settling transactions across different ledgers and off-chain databases. • Quant is shaping the standards that will govern value movement across the internet. SATP is designed to let digital assets move safely between separate networks, and the protocol is now in the IETF's final community-review stage before a decision on publication. • Quant has built technology for the Bank for International Settlements and the Bank of England. Project Rosalind tested 33 API functions and 30+ real-world use cases, with Quant supplying blockchain infrastructure, smart contracts and interoperability. • The European Central Bank picked Quant to help experiment with the Digital Euro. Quant is testing how programmable payments could work directly with central-bank digital money, putting it inside one of Europe’s most important future payments projects. • Quant has already integrated with Nexi’s European payments infrastructure. The underlying SIA network spans 580 nodes across 208,000+ km of fiber, connecting banks, payment providers, and financial institutions across Europe. • Quant has been working on blockchain infrastructure spanning 12 countries across Latin America. The LACChain network gives Quant exposure to cross-border payments, tokenized money and interoperability across multiple national markets. • Quant has a direct route into Japan’s banking system through Dentsu Soken. Dentsu Soken builds mission-critical systems tied to BOJNET, SWIFT, CLS, internet banking, and core banking, and the partnership includes a joint go-to-market plan for Japanese banks. • Quant has been granted multiple patents across the US, Europe, Japan, and China. This gives Quant a defensible IP position in one of the hardest problems in digital finance — enterprise-grade multi-ledger technology. • Quant’s founder helped launch the ISO standard for blockchain and distributed ledger technology. Gilbert Verdian was instrumental in establishing ISO/TC 307, the international committee for blockchain and distributed ledger standards, going on to lead its interoperability working group. • Quant isn't betting the company on just one product. Overledger, Quant Flow, PayScript, QuantNet, and Fusion give it multiple products around interoperability, programmable money, payments, and multi-network settlement. • Gilbert was working on this problem before most people had even heard the word “interoperability.” Before Quant, he spent 20+ years in cybersecurity and senior technology roles across the Federal Reserve, Bank of England, HM Treasury, Mastercard, PricewaterhouseCoopers, HSBC, Ernst & Young, and other major institutions. • $QNT is unusually scarce for an asset servicing a global market. Its maximum supply is just 14.88 million tokens, giving it one of the tightest supply profiles in large-cap crypto. As we've seen this week, when demand spikes, upward moves can be violent. • Staking could create an even more powerful supply-and-demand loop. Likely arriving in 2027, Quant's staking mechanism could see millions of $QNT tokens locked away, while participants earn rewards and growing network usage competes for the same fixed supply. • All of this is only what we're allowed to see. Quant is built to operate behind the scenes as white-label infrastructure; we actually have no idea how many more integrations are already live, being tested, or sitting in the pipeline waiting to be announced. So when people ask me why $QNT suddenly ran this hard this week, I think they're asking the wrong question. The better question is why the market ignored all of this evidence for so long.
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