NIKOLAI ππ retweeted
The @coingecko 2026 CEX report quantified what most projects feel and few want to say:
β 68% of newly listed tokens are underwater on day one
β <25% are still green by day 60
β <10% are above listing price after 12 months on most top exchanges
This isn't a market cycle problem. It's a structural one.
The listing event consumes all the energy.
The post-listing void absorbs the consequences.
NIKOLAI ππ retweeted
April 2026 delistings:
Binance: 14 tokens
Bitget: 28 tokens
Kraken: full delisting cycle
Upbit: 3 watchlist additions
50+ tokens gone in 30 days.
The pattern? Volume dried up first.
Price followed.
Delisting was just the funeral.
We built KENDLE so projects don't end up here.
kendle.xyz
NIKOLAI ππ retweeted
That $600 Mac Mini you bought last month?
It just became a near-Opus reasoning machine.
Qwen3.5 27B (distilled on Claude Opus 4.6 traces) is putting up real numbers:
β beats Claude Sonnet 4.5 on SWE-bench
β 96.91% HumanEval
β 24% less CoT bloat
β runs 4-bit quantized, locally
300K+ downloads on HF in days.
Frontier labs won't subsidize cheap tokens on subscriptions forever.
Local agent loops just got a lot more viable.
We're early.
NIKOLAI ππ retweeted
Good list. here's mine for @openclaw agents:
1. Coding: github.com/superpowers
2. Scraping: github.com/D4Vinci/Scrapling
3. News: mcpmarket.com/tools/skills/aβ¦
4. Socials: mcpmarket.com/server/reddit-β¦
5. Photo: github.com/kingbootoshi/nanoβ¦
6. Browser: github.com/pinchtab/pinchtab
7. Google: github.com/googleworkspace/cβ¦
8. SEO: github.com/zubair-trabzada/gβ¦
9. LinkedIn: github.com/eracle/OpenOutreaβ¦
10. Video: remotion.dev
11. Video editing: github.com/tadaspetra/loop
12. Marketing: github.com/coreyhaines31/marβ¦
13. UI/UX: github.com/nextlevelbuilder/β¦
14. Product: github.com/deanpeters/Producβ¦
15. Whisper: github.com/Vaibhavs10/insaneβ¦
16. Youtube: github.com/sharbelxyz/nova-yβ¦
17. Google Ads: github.com/TheMattBerman/gooβ¦
18. Website cloner: github.com/JCodesMore/ai-webβ¦
19. Screen capture: github.com/siddharthvaddem/oβ¦
20. Design: github.com/VoltAgent/awesomeβ¦
21. YT Shorts: github.com/rushindrasinha/yoβ¦
Some of the best open source repos to try this weekend:
1. Paperclip : github.com/paperclipai/paperβ¦
2. Mirofish : github.com/666ghj/MiroFish
3. Hermes: github.com/nousresearch/hermβ¦
4. Openclaw: github.com/openclaw/openclaw
NIKOLAI ππ retweeted
OpenAI dropped Codex CLI.
The open source community dropped something better:
β 30 specialized agents (not just 1)
β works with any workflow skill
β autopilot mode built-in
β MCP memory servers
β 6 concurrent agents at once
β multi-agent orchestration
10K+ stars. Free. Forever.
NIKOLAI ππ retweeted
I saw @AlexFinn say he's tired of the "OpenClaw is dead" posts while running 5 agents lol
So I built openclawdeaths.xyz to track every single one
Got inspired by @jerryfeng's bitcoindeaths.com.
BTC and OpenClaw got the same energy: people keep saying it's dead, it keeps growing
The best part is the site is fully run by an @openclaw agent. scrapes X and GitHub every day, pushes updates, deploys on Vercel. no human touches it.
the thing they said is dead is running its own death tracker ππ¦
$1.7B raised for L1/L2 infrastructure. 50K combined daily active users. That's $35K per user.
L2 usage dropped 68% year-over-year.
The ratio of L2 to L1 daily active users fell from 10.43 to 1.12.
The funding narrative says scaling is the priority. User behavior says something else.
Capital keeps flowing into faster execution, modular stacks, new consensus tweaks.
Meanwhile Solana runs millions of DAUs and Base is growing through apps. Even Vitalik is revisiting L2 assumptions.
This is what it looks like when capital keeps funding a vision that users are no longer fully validating.
For traders and active market participants, this is the real problem. Not lack of information, but lack of relevant context. The narrative says one thing, funding says another, and behavior is breaking the tie.
That's what Nodiens is built around, connecting market discussion with price action, sentiment shifts, and behavioral signals so you can see which story the data actually supports.
One of those signals has historically moved price first.
The CLARITY Act just got its compromise text.
The draft bans passive yield on stablecoins. Holding USDC and earning interest is off the table.
Activity-based rewards survive, but the line between the two is still vague.
Circle dropped 20% in a single session. COIN fell over 10%.
Most of CT is debating whether the bill passes or stalls. Both outcomes create uncertainty.
Headline is political, but the signal is behavioral.
Watch what's happening underneath: stablecoin flows, positioning shifts, where capital is quietly reallocating while the debate plays out.
The signal isn't in the bill text, but in how the market is already repositioning around it.
With midterm elections later this year, the window for crypto legislation is narrowing.
That compression changes how risk gets priced from here.
Read the positioning, not the politics.
NFA. DYOR.
NIKOLAI ππ retweeted
Peter Steinberger might be the first solo billion-dollar founder in history.
And he didn't even want to be...
A burned-out Austrian developer sells his PDF company after 13 years. $100M+ exit. Nearly a billion devices running his code. He's done. Books a one-way ticket to Madrid and disappears.
Then one weekend in late 2025, he gets annoyed that a tool he wants doesn't exist. So he prompts it into existence in one hour.
That tool becomes @openclaw.
5 months later:
β 338,000 @github stars β more than React, more than Linux
β Fastest-growing open-source project in GitHub history
β 22,000+ commits. 66,000+ forks. 6,000+ community skills
β Updates shipping almost every day β 50+ releases since January
β Sam Altman calls him a "genius"
β @OpenAI , Meta, Microsoft all wanted him
β Satya Nadella called him personally
He could have built a billion-dollar company.
He said no.
"I could totally see how OpenClaw could become a huge company. And no, it's not really exciting for me. What I want is to change the world, not build a large company."
@steipete joined OpenAI. Moved OpenClaw to an independent foundation. Kept it open-source forever.
One developer. One weekend project. One tool that 337,000 people are now building on.
We're entering the era of the super individual.
One person with the right AI tools can compete with teams of 50. One side project can become the #1 repo on GitHub. One burned-out developer can change an entire industry by scratching his own itch.
OpenClaw started as a WhatsApp relay built in one hour.
Now it's powering the agentic revolution.
What's the side project you've been sitting on? π¦
Four straight weeks of declines across equities.
The Nasdaq down 3%
Gold down 14%
BTC held above $68K
That's not how this used to work.
For most of its history, BTC dumped harder than equities in risk-off moments.
Now there's ~$50B in sticky ETF capital that didn't exist before 2024.
Institutional holders faced a 50% drawdown and stayed.
Correlation is weakening.
That shift is worth watching.
NIKOLAI ππ retweeted
Most tokens lose 40% of their CEX volume within 3 months of listing.
We tracked 70+ tokens launched via launchpads in 2024.
Here's what we found:
β 85% have daily volume under $50K today
β 60% are on only 1 CEX
β 30% already got the ST (Special Treatment) flag
β Market makers didn't save them β real traders would have
We built KENDLE to fix this.
If your token is bleeding volume on @MEXC_Official, @Gate , @kucoincom or @bitget β DM us.
kendle.xyz
$210M in leveraged shorts wiped before the US woke up.
BTC reclaimed $71K.
Funding rates had been negative for days and short interest was concentrated at levels that tend to precede forced liquidations.
The crowd was positioned for a drop.
Then the squeeze started and the same positions that were betting against the market became the fuel that pushed it higher.
$2B more in short exposure sits between here and $75K.
Price told you BTC moved.
Positioning told you it was going to.
One is a reaction. The other is an edge.
NIKOLAI ππ retweeted
A token on @Gate got flagged for low volume.
What happened next:
β ST tag applied
β API restricted
β CoinGecko stopped tracking the price
β Community panicked
β π
We launched a trading competition.
855 real traders joined.
$140K/day organic volume within a week.
3 weeks later:
β ST tag removed
β API restored
β Tracking resumed
The token is still listed today.
NIKOLAI ππ retweeted
Quick health check for your token listing:
Go to @coingecko β Your token β Markets tab
Check these 4 numbers:
1. 24h Volume β under $50K = flagged
2. Spread β above 2% = danger
3. +2% Depth β under $3K = thin
4. Number of exchanges β only 1-2 = risky
The projects that survive bear markets
aren't the ones with the best tech.
They're the ones that kept their volume alive.
kendle.xyz















