Buy the dip, trust the chain, ride the wave 🌊🚀

Joined November 2025
I spoke with @jvisserlabs to break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, Bitcoin's reaction, and why robotics could be the next big AI trade. YouTube: youtu.be/fEnq13uJBD0?si=5p5r… Spotify: open.spotify.com/episode/4xf… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:50 - AI stock unwind & the summer slowdown 5:45 - Framework for picking AI winners 7:1 3 - China's Kimi K3 & open source vs. closed models 11:09 - Model routers & how many models is too many? 17:46 - The hidden "cultural weights" in AI models 22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation 39:26 - Nasdaq outlook & where he's avoiding 45:09 - Software stocks & what is the next trade?
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Token tide retweeted
Can’t have this fav beat tomorrow. Ran an unreal race best 1/2L by a handicapped plot job 10/1. Off the same mark. All over it
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518 hacks. 10 years. $17,000,000,000 gone 🩸 That's not a statistic That's retirement funds. life savings. generational wealth. wiped. The most important skill in crypto isn't finding the next 100x. It's not losing what you already have. Stay paranoid. stay safe. 🫡
Over the past 10 years, more than $17B has been lost from 518 crypto hacks.
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Another milestone is coming for $ASTRA holders. @AstraBanq cards are coming and that too with multiple benefits. ▪️Full control - zero friction. ▪️Spend globally. ▪️Set and update your limits in real time. @AstraLabs_Inc are building and this would be surely a runner for 2026 and years to come. Community backing still strong
The @AstraBanq cards are almost here!🏦 Virtual, plastic & premium metal cards will be soon available 💳 ▪️Full control - zero friction. ▪️Spend globally. ▪️Set and update your limits in real time. Register now and be among the first to order yours 🔗astrabanq.com/
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Britain’s unemployment rate went up at the end of last year. It reached its highest level in more than 10 years (except during the COVID pandemic). At the same time, wage growth slowed down, meaning salaries are still rising but not as quickly as before. This new data has made investors think that the UK might lower interest rates next month.
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Happy Valentine’s Day to my beautiful wife. The most incredible woman I know. The most amazing mother to our children. The calm in my chaos, the strength behind everything I build, and the heart of our family. People see the wins, the business, the watches, the moves… but they don’t see the sacrifices you make quietly every single day for us. And I do. I am beyond lucky to walk through life with you. Thank you for believing in me, standing by me, and loving me the way you do. Forever grateful. Forever yours. ❤️
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When fear is everywhere, your edge is discipline - not emotion. But let’s be clear: ❌ Don’t gamble your hard-earned money. ❌ Don’t chase random pumps. ❌ Don’t go all-in trying to “catch the bottom.” Instead: ✅ Be greedy when others are fearful - strategically. ✅ Use DCA (Dollar-Cost Averaging). ✅ Focus on spot, not reckless leverage. ✅ Think in months and years, not hours. Markets move in cycles. Fear creates discounts. Discipline builds positions. The market always creates opportunities but only for those who are prepared and save capital.
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$INJ is still among top 10 most active chains. 2,796,906,507 onchain txns this weekend, over $37Million in cumulative chain fees. Think twice before thinking that @injective is not nice deal. Given the current market it is literally a steal right now.
Regardless of markets, Injective is one of the leading chains with rising net flows. Follow the money.
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Token tide retweeted
AI sector is undervalued at this stage 🤖 Worth paying attention to 👀 ✍️ $TAO $RENDER $NEAR $ICP $FET $TRAC $ARKM $ZIG $PHA What am I missing_______
📊 UPDATE: Big Tech is set to pour $650B into AI this year, spending on data centers, chips, and infrastructure, per Walter B.
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Good Morning Legends, What a market this has been, absolute rollercoaster. Big opportunities everywhere right and i am confident the patience will pay off especially if you have got into solid projects. Projects built on hype have already died or dying and such projects won’t last long. This weekend sit for 2 hours and research on solid projects, those 2 hours will give you more clarity than anything.
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$mememind SOLhackathon for AI agents applied.
This Post is from an account that no longer exists. Learn more
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Gm crew, @solana just hit the follow button on @IkonShopApp and the signal is deafening. dev just dropped the pre order engine on chain - tokenised proof of purchase powered by @metaplex core. merchants can now fundraise and verify demand while buyers get auto whitelisted NFTs to redeem their goods. this is the retail flywheel solana actually needs: - instant settlement - zero chargebacks stop fading the DeCom meta and the retail layer of the fastest chain in the game! $IKON AkePSMmyZ3hg85WyDMFUp1svEhzkbvbmwkSR5JPtbBLV
Shipping 🧠 ⚡
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Keeping an eye on this week’s gainers, and $C4E really caught my attention. Doxxed team, solid tech, and a company based in Switzerland. @Chain4Energy already has real revenue, and I picked up some strong points from their latest AMA as well. - Live Energy communities - A blockchain-based trust layer is securing energy data - EV charging adoption - Measurable savings have already accross smart homes Plus, they are also finalising the implementation of the Web3 Auth across the C4E dashboard and ChargEra, giving users a seamless, unified experience! This one feels more about execution than hype.
Are you jumping in during the takeoff of this gem or waiting until everyone finally notices? $C4E just delivered another strong push in a market where moves like this are rare And this isn’t coming out of nowhere.... we’ve seen multiple sharp jumps over the past days, which I’ve been sharing along the way That kind of price action usually reflects what’s happening behind the scenes. The team behind @Chain4Energy is giving everything to get this project off the ground, building something that actually matters in the real world Some context behind the move, straight from the latest AMA: ▪️ Energy Communities already live and used by real cooperatives ▪️ Smart Home Energy Management showing tangible savings ▪️ #EV charging adoption growing through ChargEra ▪️ A blockchain-based trust layer securing energy data ▪️ New CEO, strategic partnerships in progress, and a roadmap focused on scaling and revenue If you want the full picture, take a few minutes to read the full AMA recap here: medium.com/chain4-energy/ent… #Energy #AI #IoT #blockchain Real infrastructure with real use cases When projects like this start moving, they don’t stay quiet for long
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Metals have crashed hard, and the ones who benefited from that move will eventually rotate their capital elsewhere. The real question now is, where does that money go next? If even a part of that rotation flows into $BTC, it could actually be a positive sign, because historically the next rotation usually moves into $ETH. This global shake-up has set the stage for investors to start looking for assets they see as more reliable. Crypto is volatile by nature, but if this level of manipulation exists, even traditionally “safe” bets like metals aren’t immune. If you have funds, the key is to pick a strong narrative, identify real builders, and enter with conviction. 2026 is shaping up to be a strong year for Privacy and Quantum-Proof projects. I’ve personally started allocating into a few solid protocols, and I believe we’ll see clearer skies soon. $CELL $QRL $QANX $ANYONE $QF $ZEC
"Banks & the internet are just as vulnerable as Bitcoin to quantum computers" FALSE Those systems are more centralized, can upgrade quicker, and can rely on external enforcement ("proof of prison" - @cryptoquick) Quantum pt II comes out tomorrow on @blockspace 👇
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Token tide retweeted
$CHZ is holding above the demand zone. You know what comes next.
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Token tide retweeted
New week, same passion. #btc
Strategy has acquired 2,932 BTC for ~$264.1 million at ~$90,061 per bitcoin. As of 1/25/2026, we hodl 712,647 $BTC acquired for ~$54.19 billion at ~$76,037 per bitcoin. $MSTR $STRC strategy.com/press/strategy-…
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. @cz_binance says that only a small number of strategies actually outperform a straightforward buy-and-hold approach.
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Retail gets the headlines, insiders get the exits. This has always been the reality for us retail investors, and the $TRUMP token crash is a perfect example of that. On-chain data shows a wallet linked to the $TRUMP team moved 381,000 $TRUMP to Binance just hours before the crash. This is exactly why on-chain finance needs proper regulation. When insiders dump on the market, it destroys trust and kills the long-term credibility of a project.
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The $ECO team is stepping in with a solid partnership. @ecoproof_io x @AegisProtocolAi This collaboration brings joint initiatives that strengthen both ecosystems and help extend the reach of sustainable projects. Plus, this partnership will be bullish for both ecosystems as their communities explore the partnership. All in all i feel $ECO seems on the right path, and we should see more such bullish news coming in.
Ecoproof 🤝 Aegis Protocol We’re pleased to announce our partnership with @AegisProtocolAi , their all-in-one platform is equipped with switchable AI models and specialized agents tailored for the RWA, DeFi and GameFi sectors. 🔍 What this partnership brings: • Joint initiatives that strengthen the impact of both ecosystems and broaden the reach of sustainable projects. • Aegis will explore the possibility of obtaining $ECO certification once the framework becomes available. We’re glad to welcome $AEP into the $ECO ecosystem. Together, we move closer to a cleaner, more accountable energy future. ♻️
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$QS coming in with a mobile ready update. A complete new interaction for mobile users. @Quick_Sync has always been one of my favourite launches in past, but at the pace they are building is just phenomenal. This is criminally undervalued right now and you better pickup positions before its too late. So much token utility with such game changing in app features.
The release isn’t just mobile-ready. It’s mobile-beautiful. It will bring a clean, elegant mobile experience straight from the browser.
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