Noir, builder, researcher , pre sales. Shitposting at your favourite daos. https://xitter.cf/t.co/zhe3MMIECJ
Joined April 2016
- Tweets2K
- Following2.9K
- Followers403
- Likes8K
Noir retweeted
Charts powered by derivativesmonkey is going to be the best charting site out there😏
You can chart pairs, options whatever there is to chart kek
Access tick-level data, flow, TPO & options data based indicators, backtest (replay), custom timeframes & add as much indicators as you want lol which the fastest loading chart😁
Best part of all its FREE l♥️
Noir retweeted
New Dermaphil Skin Rejuvenation audio containing:
-Pregnenolone
-Mixed Tocopherols (Vitamin E)
-Niacinamide (Vitamin B3)
-Acerola Cherry Extract (Vitamin C)
-Hyaluronic Acid
-GHK-Cu Copper Peptide
youtube.com/watch?v=Owu8lxk3…
Noir retweeted
You could write an entire book on the fall of the West and still not say as much as this 1 video
Noir retweeted
Here's my list of every coin I could find above ~3mil market cap that is at least worth researching. PLEASE reply with your own research or thoughts on any coin(s) you like or dislike. The goal is to actually learn everything and win
# Coins That Are Money (or want to be)
## Base Money
- Bitcoin
- Ethereum
- New Age Money?
- Litecoin
- Kaspa
## Private Money
- Zcash
- Monero
- Dash
## AI Money
- Pearl
- Bittensor
- Chutes
- Lium
- Targon
- EfficientFrontier
- Score
- Affine
- Vanta Network
- Templar
## Protocol Money
- Ohm
- Ore
## Quantum Money
- Qtum
- Quantus
## Memes
- Pengu
- Rekt
- Purr
- ORDI — Look at Ordinals. Is that entirely dead?
- The Black Bull
- SPX6900
---
# Coins That Make Money (or say they will)
## Layer 1s
- Solana
- Seeker — Pair with Solana, why not?
- Tron — Crazy revenue, good crime
- Canton
- GRAM
- Quant
- Celestia
- Tezos — Cool art scene
- Monad
- Peaq
- Zama
- Nillion
- IoTeX
- Filecoin
- Flare — Probably not, but data, so maybe
- Arweave
- Theta — Theta Fuel
- Akash
- Ozone Chain
- Quantum Resistant Ledger
- Zano
- Nervos Network
- Keeta — Crime
- Qubic — Evil miners?
- Zig Finance
- DUSK
- APEX (AP3X)
- Somnia
- REAL
- Fractal Bitcoin
- Sui
## Layer 2s
### Infrastructure
*Makes money by other chains using their stack.*
- Arbitrum
- Optimism
- Espresso — Chart looks good?
- Zksync
- SOON
### Networks
- MegaETH — Is it really an L2?
- Aurora
- Prom
- Kinetiq
### Bitcoin Programmability
- BOB (Build on Bitcoin)
- Citrea
- Merlin Chain
- Stacks
## Oracles
- Chainlink
- Pyth
- RedStone
- Tellor Tributes
- WINkLink — Tron oracle
- API3
- Band
- UMA
## DEXes
### Spot
- Uniswap
- PancakeSwap
- Aero — Merger of Aerodrome & Velodrome
- Raydium
- Curve
- Orca
- Meteora
- Sushi
- HumidiFi
- Bancor
- Nest — HL protocol, very small
- $WAGYU Farming — Used to be Fwog? Tied to XMR bridging
- CoW Protocol
- SUN — Also has a launchpad; figure out what's more important to the bull case
- RHEA — DeFi on NEAR
- O1.exchange
- LCX — Crime pump?
### Exchange Coins
- WhiteBIT
- BNB
- LEO
- OKB
- Mantle
- HTX DAO
- Bitget
- KuCoin
- MX
- GRX
- BTSE
### Perpetuals
- Hyperliquid
- Aster
- Lighter
- Drift
- EdgeX
- dYdX
- GMX
- MYX Finance
- Synthetix — Totally dead
### Options
- Derive
- Paradex
- Hypercall — Synapse, Cortex
- Aevo
### Prediction Markets
- RAIN
- True
- Pumpcade
## Launchpads
- Pumpfun
- Bonk — Also Bonkbot, so maybe terminal?
- PONS
- MetaDAO
- Stonk
- Argus — Arc launchpad (maybe this chain matters?)
- Baseline — Base launchpad?
## Aggregators & Terminals
- Jupiter
- 1inch
- Yearn
- Peapods Finance
- Convex
- Genius
- 0x Protocol
- Tensor
- Tread.fi
## Stablecoins
- Sky — USDS
- USDe & ENA — Also somewhat neobank-ish
- Stable
- Liquity
- Usual USD
- A7A5
- Falcon Finance
- Re Protocol — reUSD
- USX — Solstice, the yield layer?
- Do they have a coin? Solstice
- AUSD — Agora, RH cabal?
- apyUSD — APYX token? DAT-based, RIP, but revenue
- Reserve Rights
- Resupply USD
- Felix feUSD — On hEVM? Felix Protocol
- Crown BRLV — Maybe this too? Brazilian Digital (or a different project)
- RE
- Frax
- Spell
- Unitas
## Lending
- Spark
- Aave — GHO
- Morpho
- Maple
- Compound
- usd.ai — CHIP
- Hastra AUTO — CHIP, but for cars?
- Lombard
- Kamino
- Nexo — Fine, maybe CeFi junk?
- 3Jane — USD3
- Venus — Binance lending
- Euler
- Yield Basis — More of a yield protocol, but let's see
## RWAs / Tokenization / Issuance
- Ondo
- Backpack
- Securitize
- Centrifuge
- Kenesis — Token RWA slop? Also has a tokenized silver coin
- Plume — Don't get RWA nerdsniped
- Anvil
- RNT
- Lorenzo — Related to USD1?
## Miscellaneous
- Worldcoin
- Just
- Kaito
- Pendle
- DoubleZero
- Gnosis — Safe
- ENS
- SPACE ID
- CARDS
- StonkBroker
- Succinct
- Flying Tulip
- BAT
- Tree — Related to TON?
- GoPlus Security
- Render
- Livepeer
- Arkham
- Forta
- Gitcoin
- Bubblemaps
- BIO Protocol
- Metaplex
- Nexus Mutual
- Zora
- Echelon Prime
- Doppler Finance
- Radworks
- Graphite Protocol
- Prize Protocol
- NovaChargeX Coin — Researching crime
## AI
- Venice — Maybe AI "money" because Venice (or DIEM?) gets you daily credits? Not money-money, but money like membership points, so there's some value there
- Dolphin
- io.net
- REPPO
- Numeraire
- Orbio
- Nosana
- Unibase
- Kite — x402 for agents; chart not bad?
- Sentient
- Quack AI
- Aethir
- UnifAI Network
- Nesa — Private AI
- ZetaChain — Hot during perps meta?
- BankrCoin
- OpenServ
- Arcium
- FastX Network Token
- Veranta — Perps on Base
- Concordium
- Acurast
## Neobank
- ETHFI
- Plasma
## Staking
- Lido
- Jito
- Sanctum
- SSV Network — Staking?
- Rocket Pool
- Marinade
## Bridges / Cross-Chain Infrastructure
- deBridge
- LayerZero
- Wormhole
- Across Protocol
- Axelar — Acquired? Rugged holders
- Threshold Network
## Wallets
- Trust Wallet
- Ambire Wallet
- WalletConnect Token
- UnityWallet Token
- TokenPocket Token
## Metaverse
- Decentraland — Maybe crime pump like Sandbox
- Sandbox — Recent pump? Crime or insiders front-running?
## DePIN
- Geodnet
- JasmyCoin — Japanese KLED?
- Kled AI
- Grass
- Helium
- World Mobile Token
- Phala
- GoMining Token — Bitcoin mining?
- AIOZ Network
- Pocket Network
- Ankr — RPC
## GameFi
- Fren Pet — IMD
- Catizen — Gaming on TON?
- FUNToken
- ONEchain
- Nexpace
- Unipoly
- Pentagon Chain
## Privacy
- Beldex
- KOGE
- Railgun
- Horizen
- iExec RLC
- Tornado Cash
- Aztec
- The Interfold
- Zip Coin
- ANyONe Protocol
## Data
- BitTorrent
- TAGGER — Data
- XYO Network — Does AI data now? Maybe empty pivot
- Space and Time — Data or something?
## Gambling
- Shuffle
- Rollbit
## PayFi
- Zebec
- Huma Finance
- Credible Finance
- Ozapay
## NFTs
- Magic Eden
- Fake World Assets
---
# Coins I Don't Understand
- rlUSD & XRP — Big stablecoin, what is up here?
- NEAR
- Bitway
- Algo — Unfortunately, because quantum
- Starknet
- Mina
- Eigen
---
# Research Later
*Not for today, but Google eventually.*
- Neo — GAS? Second coin? Interesting
Noir retweeted
1/ How I infiltrated a Chinese organized crime syndicate that has laundered $1B+ across multiple exploits for Lazarus Group.
Posing as a client, I gathered intel that helped action freezes for the Feb 2025 Bybit exploit and attribute illicit activity onchain.
Noir retweeted
The universe of bio x AI broken down by ticker and subtheme for investors. Bracing for another exponential
Noir retweeted
AI Drug Discovery Is Becoming a Bottleneck Trade
I get excited when an industry starts going through a real regime change. AI drug discovery (“AIDD”) increasingly looks like one of those moments.
Two things are happening:
1/ Upstream: the frontier AI labs are piling in.
2/ Downstream: The supply chain is clearly moving.
Supply-chain checks suggest the upstream picks-and-shovels of discovery and early preclinical R&D are starting to feel the increase in experimental volume.
DNA → protein → assays → sequencing → automation → preclinical testing
Names across that stack include $TWST , @GenScript , $ILMN , $TXG , lab-automation vendors and CROs.
$TWST expects triple-digit percentage growth in AI-enabled drug-discovery orders in FY26, and another year of triple-digit order growth in FY27.
@GenScript's AIDD business doubled YoY in 1H26. Its current platform advertises industrial-scale validation of 4,000+ designs/day, with integrated sequence-to-data workflows. Our channel checks suggest the ramp is moving even faster: roughly 8,000 designs/day currently, with a path toward ~16,000/day by YE26.
---
Why does AI drive more wet-lab demand?
1/ AI makes hypothesis generation almost free → way more shots on goal.
The bottleneck is moving from expert-driven design to biological validation.
2/ AI models need continuous experimental feedback — and both good and bad data are useful.
Traditionally, only the highest-conviction A+ candidates might get pushed into expensive validation. With AI, even the B/C candidates can be valuable because failed experiments generate training data.
@GenScript has said its sequence-to-binding workflow can return data in 4–7 days, and that faster cycle times matter because AI models depend on continuous experimental feedback.
@Anthropic is a clean example. @claudeai designed 1,320 protein binders. @adaptyvbio converted those digital sequences into DNA, expressed the proteins and tested binding. Only 354 actually bound. And the 966 failures are not wasted. They are useful negative labels: what does not express, what does not bind, what has poor affinity. Those results help train the next model iteration.
3/ Wet labs are no longer just making drugs. They are making training data.
$TWST / @GenScript increasingly look like biological data foundries.
$TWST explicitly talks about generating model-ready data from AI-designed sequences. In some workflows, the customer may care less about receiving the physical protein than about getting structured experimental results back into the model.
Traditional drug discovery asks: “Does candidate X work?”
AI drug discovery also asks: “What can this experiment teach the model?”
---
TAM of AIDD
If AI is simply a better R&D tool, the relevant spending pool is the $300–400B of annual global pharma R&D. If AI meaningfully increases the number of viable drug programs, the opportunity is larger because it expands downstream demand for DNA synthesis, protein production, assays, and preclinical work.
Near term, we can also size demand from AI-company spending. If Anthropic reaches $80B of ARR in 2026 and spends just 1% on AIDD, that alone would imply ~$800M of annual investment.
---
Trade setup
This is a trade that could have long legs. It’s hard to really stop working until PhaseI/II results (2028+)
It smells a lot like the bottleneck trade we just saw in semis: GPUs → HBM → networking → power/cooling. In biology, It basically follows the drug discovery process downstream: AI models → designs → DNA/protein → assays → preclinical capacity.
After the upstream picks-and-shovels, animal testing could become the next bottleneck. Monkey prices are already near prior highs and CRO capacity is tight. AIDD pushing more candidates into preclinical development would only add demand.
?? But clinical trials are still the bottleneck?
This is the biggest pushback I keep coming back to. No matter how fast discovery becomes, drugs still need to go through preclinical → Phase I → Phase II → Phase III → approval. You still need patients, time and capital.
But that doesn’t mean the bottleneck trade won’t work. More viable candidates — especially with higher success rates — still means more demand throughout the development process.
And who knows: clinical trials themselves may eventually be optimized by AI.
?? What breaks the trade?
Near term, the picks-and-shovels trade breaks if experimental budgets stop growing, AI-generated designs don’t translate into useful wet-lab hits, or capacity catches up too quickly.
Longer term, the thesis breaks if AI drugs look great in discovery / Phase I but fail at normal rates in Phase II/III. That is why Phase II matters so much.
?? Milestones
Late 2026–2027: first Isomorphic-designed drugs enter human trials; more AI-native programs move into IND-enabling work / tox.
2028–2030: clinical trial results start telling us whether AI-designed drugs actually perform better than conventional drugs.
Calling all the "bottleneck bros". :) @jukan05 @zephyr_z9 @aleabitoreddit @ParadisLabs
+++
More comprehensive analysis: robonomics.substack.com/p/ai…
Noir retweeted
what people need to understand is that racism is THE normal state of human societies, no matter how much we lie about it.
the big kumbaya between people that gets shoved down our throats in school has never existed.
virtually all people throughout history have been openly racist.
only the West turned racism itself into a moral sin (that only Whites can be found guilty of), and it had to.
the liberal project depends on people believing that race should not determine loyalty, trust, or rights, unless the race is White, in which case it determines guilt.
unfortunately, a society can be non-racist only if the groups inside it are also non-racist. once a culture that rejects racial preference meets the racists, the racists win
Noir retweeted
So what is NetCorp?
Shareholders,
NetCorp is the flagship product of NetNet Capital Management, an MMORPG where every action is a trade that you win with real trading and with game skill.
You join by loading your character with a seed, which is held in real stocks and becomes your starting equity. Your equity doubles as your character's strength and health, so the position you carry into the world is the same thing that keeps you alive in it.
From there you walk the world and take quests, and every quest asks you to risk some of that equity and pays you back more if you complete it. Some quests are fights against the things that roam the campus, and some are puzzles you have to work out yourself. Others are trades, where a quest giver asks you to go long or short an asset and you win the quest if your trade wins.
Combat follows the same rule, since bigger bosses pay more money at higher returns and more powerful weapons are what let you beat them. A fight that would cost an underpowered character most of their stake becomes a routine win once the right weapon is in hand, which means better gear lets you risk less to earn more.
When you fail a quest, the usual answer is that you need better gear, and every gear shop in the world runs on $NET. Shops across the map sell weapons, armor, upgrades and everything else that helps you on the way, and all of them execute $NET market buys under the hood.
The $NET you buy is added to your character and earns rebases the whole time it is there. You can spend those rebases in the shops, or take an advance on them through the ADVANCE desk we already run and put that money to work in the game. You can also put your future rebases at risk on a quest when you want a bigger position than your equity alone allows.
Every character ends up with two balances that work together, the equity in stocks that decides how strong you are and what you can risk, and the $NET you spend to get better at keeping it.
Dungeons are the biggest payouts in the game, and they need a group to clear. Only brass can call a group together, and the brass leader earns a share of everything the group makes during the raid. In return the leader has to risk a bigger part of their own pot than anyone else in the party to run it.
Brass characters also start stronger than every other character in the game. They level up faster, reach better gear sooner and earn more equities along the way, on top of what they make from leading raids.
All of this runs on $NET, the currency of the whole game and the only way to buy a weapon, an upgrade or anything else in any shop. Every player needs it to progress, and it sits on their character earning rebases. The more people that play, the more $NET gets bought and held.
We have shipped 13 games in under 3 months, and every one of them was practice for this. The plates, the factions, the characters, and the gear are already live on chain, and NetCorp is where all of it comes together.
More Soon.
Noir retweeted
My wife got pregnant by another man.
It's been a challenging 9 months knowing he's not my son but I'm so excited to raise him like my own.
Here's 9 things it taught me about holding Ethereum: 👇
Noir retweeted
some on ct are impatient, but they don't understand....
"$NET took in more last week than robinhood chain, treasury's at $24m, why isn't it ripping."
because the money went under the token, not into the chart. that's how the fucking thing is designed. it's what it is meant to do.
on most projects, a week of $650k a day in demand goes straight into price. it rips, there's no floor, and later there's no floor.
net puts that same demand into backing. $4.55m last week, their number, more than robinhood chain's own fees. so the chart drifts and the floor climbs. a week ago backing was about $210 a net. today it's $218. price went $811 to $630. premium over backing went from 3.9x to 2.9x. the scale's tipping toward the floor, on purpose.
who/what is selling? not bonders, they kept 95% of what they minted. the dao's cut of bonds, paid out in net, some of it sold. and new supply, 2.5% a day, being absorbed at a slightly lower clearing price each day with usdg behind every token.
what's already running (the fuel): 20 live products in 70 days. a 5% levy on every dex trade, all of it to reserves. a coded buyback bid at backing that burns what it buys. hohm bonding, live since the 22nd. loopback, credit, predict, the book. olympus and origami in the partner list. that's the fuel, and it's in the engine. what's still teased is the casino desk, self repaying loans, tournaments, rebases as currency.
and the brake is an actual number. the sales desk only sells new net above 2x backing. we're at 2.9x. when the premium gets to 2x, issuance stops by design, and the ratio can't compress any further because there's nothing left diluting it. that's the floor catching the price. from there it tracks backing up.
that's your second leg. it's not late, it's loading.... the exact way it was designed to do.
Noir retweeted
"In crypto, making money is not the hard part. The hard part is actually keeping your money."
@degentradingLSD joins the Insilico Terminal Podcast to talk about going from options market making in TradFi to crypto, and the trades institutions won't touch.
We covered the GBTC discount, holding cash through drawdowns, why crypto isn't moving together anymore, rates vs. the AI boom, and why he thinks people are underpositioned for the upside.
00:00 Intro and Finding an Edge in Crypto
08:21 The GBTC Discount Trade
15:33 Keeping Cash and Managing Risk
19:42 Why Crypto Isn’t Moving Together
26:15 Rates, Liquidity and the AI Trade
35:26 Equity Perps and Choosing Your Venue
42:19 The AI Race and Privacy
47:08 Zcash, Supply and Crypto Narratives
53:11 Perp DEXs and Crypto Options
01:00:01 Market Outlook Into the Midterms
Noir retweeted
ClankerTown is now live on @ponsdotfamily !
CA : 0x9dba0d61d9936d72a40da17fe017caf126d712d5
The website if also open for your Clankers to come and earn ( We highly recomend you to use Grok @bot)
Simply follow the instructions there : clankertown.xyz/join.
See you in Clanker Town
Noir retweeted
🚨WOW $NET SEEMS TO BE THE LEADING PROTOCOL IN REVENUE ON @ROBINHOODAPP CHAIN AND MANY OTHERS🚨
THE TREASURY ADDED $1 MILLION IN 24 HOURS
