FactoryDAO: The DAO that builds DAOs. Join the community and start building the future of human collaboration https://xitter.cf/t.co/lqBx217Tb3
Joined January 2022
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The macro picture is messy.
Gold blow-off top. Silver acting like a shitcoin dev dump. S&P arching over. Iran closing the Strait of Hormuz with the US fleet inbound.
We've never had a crypto bear market coincide with a real-world macro bear.
Nick thinks Bitcoin finds fair value first. Here's why 👇
We're seeing the first signs of crypto assets with genuine utility floors: tokens directly tied to protocol revenue, not hype. The kind of value connection that's never existed in traditional markets.
Is this what the next era of crypto looks like?
Full breakdown + much more in this week's episode.
open.spotify.com/episode/2Ec…
(1/5) New Crypto Market Watch 🎙️
"Agents Unlock Now" @DrNickA and @exuinco discuss why a widely adopted open sourced Agent could change everything for crypto.
The meta crypto desperately needs might finally be here
Thread 🧵
(4/5) We also cover:
• Why geopolitical chaos creates opportunity for radical autonomy tech
• Different anarchist visions (ANCAP citadels vs DAO communes)
• How off grid technical communities are natural crypto adopters
• Why 2026 is highest leverage year for positioning
(5/5)
"You've got like a year or two to figure out how you're going to operate in this new world"
Full episode: open.spotify.com/episode/4TH…
New Crypto Market Watch Episode: 2026: What's Coming. 📢
@drnick & @ExUnico spent 90 minutes predicting 2026 & arrived at some genuinely wild conclusions. Bitcoin retraces to $69k and reaches new ATH. Privacy meta emerging. Surveillance state on steroids. And why crypto events might be our only anchor to reality in an AI-slop-filled world🧵
AI & Information Collapse: LLM training data is saturated with AI-generated slop. The feedback loops have begun. When you can't trust anything you see online, you can't price markets. You can't run civilization.
Bottom line: expect events, acceleration, and things getting too weird to account for. We're at least moderately bullish, but staying hedged. New episode of Crypto Market Watch is live. Listen in, join our Telegram, and take care of each other out there. It's going to get weird.
open.spotify.com/episode/0Bu…
Getting older in crypto is weird.
You watch the young kids do 90-hour weeks at conferences.
You realize you can't anymore.
And you're okay with it because the infrastructure got so much better.
Maybe professionalization isn't death.
Maybe it's just... growing up. 🧵🧵🧵🧵
2025 was the year the guard changed.
Libertarian OGs leaving.
Institutions arriving.
Prices flat.
But infrastructure? Regulatory? Adoption?
That's mooning.
This is a changing of an era episode.
New podcast now.
open.spotify.com/episode/4ac…
/the end
Bitcoin just knocked on the gates of Goblin Town. We're ranging between $80k-90k. If we break $69k (the old ATH), we're looking at 2-3 years in deep Goblin Town. The leverage got flushed. The market got wounded. But is someone forced selling a massive bag, or are we actually done here?
Let's talk. 🧵
We've dropped $35k from ATH.
Ethereum's lost $5k (5k to 3k). Solana hit support levels we haven't seen in years.
But here's what's wild—there's no FTX, no Celsius, no 3AC blowing up the system this time.
So what caused the bloodbath?
Full breakdown here 👇
open.spotify.com/episode/0DB…
Also covered: ICOs making a REAL comeback. Monad's $280M raise. The AI bubble looking increasingly Ponzi-esque. And the UK just abolished juries.
The market's restructuring. Everything's changing.
New Crypto Market Watch episode. Don't miss this one.
Join the conversation & community:
t.me/+cAVDNR02JUAzYTRk
