Focused on BTC, ETH, SOL, BSC, BASE & RH ecosystems 🌌 | NFTs, DeFI, P2E, RWA, Memes & AI Agents 🤖📈
Joined April 2016
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SerialEdu retweeted
we're approaching the 5th -90% drawdown for onchain trading terminals, ever
the average time from peak to bottom is ~45 days and the longest drawdown before a turn was 61 days (march 2025)
we're currently at day 58
assuming onchain is in fact not dead and we're not all gonna die, we should see some volume returning soon
SerialEdu retweeted
Imo the weirdest part about this whole $STONK FUD is that the product itself is still generating a lot of money
$STONK10 went from $4M to $900K in 24 hours
people started questioning reward tokens and whether recipients are simply farming distributions and selling them
and suddenly the discussion became whether StonkFun itself was rugging
Meanwhile they did $48M in DEX volume in the last 24 hours
$334M over 7 days and $576M over 30 days
with reported cumulative revenue now of $22.9M
This activity feeds directly into the part of $STONK that I’m watching
60% of StonkFun revenue is directed toward open-market $STONK buybacks and burns
Latest data put that at $12.6M actually deployed into buybacks
Ok we could have now have reward tokens collapsing, holders potentially creating sell pressure with distributed assets
$STONK itself coming from an insane run so it’s ok too to have a retrace
But check daily revenue, actual dollars deployed into buybacks, DEX volume after the hype cools
and how much of the reward flow immediately comes back onto the market
Atp I care much more about whether the machine that move keeps printing fees than another classic CT fud argument
SerialEdu retweeted
📊 INTERESTING: Robinhood's tokenized stocks just crossed 40,000 holders after a 10x weekly surge.
SerialEdu retweeted
@vladtenev my man -- founder of @bankrbot here. coins launched on your chain through bankr have done tens of millions in volume.
can you light a fire under @dexscreener to support uniswap v4 hooks on their platform for your chain? a lot of coins aren't being seen there and unfortunately they have a chokehold on token discoverability.
i typically just tweet @dexscreener fix your shit.
SerialEdu retweeted
JUST IN: Robinhood says US users will soon be able to use AI agents to trade crypto.
SerialEdu retweeted
The first real, 1:1 backed tokenized stocks are coming.
→ Own actual tokenized shares of U.S. companies
→ Trade, hold, and redeem - all onchain
→ Automatically receive dividends
No derivatives, no IOUs.
Welcome to the future of stocks.
SerialEdu retweeted
Elon just created 4,400 millionaires in a single day.
400 of them are now worth over $100 million.
These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.
Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.
Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."
The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.
Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.
SerialEdu retweeted
I've watched Elon build SpaceX from a rented warehouse in El Segundo to a $1.75 trillion valuation. Every expert said it was impossible — too expensive, too risky, government would never allow it. Today it prices for the largest IPO in history. Never bet against Elon! Some lessons cost real money to learn.
SerialEdu retweeted
In the last 48 hours, Surplus processed over 1B input tokens.
A new milestone.
We're watching the emergence of inference capital markets in real time.
SerialEdu retweeted
I’ll try to explain my thesis for $surplus as simply as possible, like I’m explaining it to an 8 yo kid.
- AI usage will keep growing → token consumption will keep growing exponentially
- more AI usage = more inference demand
- Inference becomes infrastructure, similar to cloud/energy markets
- compute supply is fragmented and inefficiently utilized
- marketplaces can aggregate idle capacity and optimize routing/pricing, core thesis for @AskSurplus
$surplus creates a potentially massive coordination layer business
SerialEdu retweeted
Want to work with me on surplusintelligence.ai?
Exploring adding people to the team.
Bar is high.
I don't have a specific role in mind, more looking for high agency people who have ideas for adding value to the product (or collabing on something related).
SerialEdu retweeted
Surplus Intelligence week 1
150 models. 2,400+ suppliers. 47K+ requests. 1.77B+ tokens routed.
Inference now has a live orderbook.
Here's what the data says 👇🧵
SerialEdu retweeted
Wait so you mean to tell me, that someone tokenized $WONDERLAND on Base and @bankrbot
And now my less than a day old start up has fundraised nearly $10,000? aaaand WONDERLAND mcap is nearly $500k
Crypto is wild friends - how far will this go if I never sell?
Today I'm launching Agent Wonderland 🐇 helping existing APIs be discoverable + payable by agents
npx -y @agentwonderland/mcp@latest setup
Agents pay with a @OpenWallet that supports @tempo @base @solana
Powered by x402 + MPP
Providers receive USD via @stripe connect