Terra, Germany
Joined April 2021
It's so difficult to explain to the outside world what it has meant to live in the West Bank in the last few months. The level of Israeli violence we have been witnessing has not only been unprecedented, but it's beyond rogue and feral. Israelis, whether in the army or not, have been armed not just with military grade weapons like M16s, but they've been provided with drones. Every neighborhood in the West Bank faces some form of Israeli violence every day. It's either settlers carrying out pogroms, shooting Palestinians in their own lands and homes, or the army and police detaining Palestinians and subjecting them to torture as a sadistic ritual. As Palestinians we've been stripped of all capacity to not just push back, but to even remain on our lands. BRIEF: Water has been systemically cut off, electricity is slowly cut off, access to hospitals and education is ruptured, there are economic restrictions on money flow while Israeli soldiers carry out organized and systemic robbery of Palestinians (stealing money from people on checkpoints, stealing gold from homes, and even carrying out army-sanctioned robberies of hundreds of thousands of dollars from official money exchange offices). The West Bank feels so dystopic, every day we wait to see if Israelis have come up with a reason to carry out their sadistic games of violence. Whether it's some Jewish holiday, or some other excuse, we're always just waiting to see what event Israelis will evoke that day to attack us. It's like a daily waltz with death. You either survive another day, or you don't.
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Kryptotaoist📵 retweeted
🚨 Daily settler harassment of Palestinians in Duma, West Bank
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בגלל העניין והחשיבות הציבורית אני ורחלי החלטנו ביחד עם הגרדיאן שהסרט נז״א יהיה נגיש באינטרנט בחינם, ללא הגבלת זמן, כדי שכל אדם יוכל לצפות בו ובעדויות החיילים. זה יקרה בעוד כמה שבועות, בנובמבר, במועד הכי מוקדם שהצלחנו לקבוע. עד אז פנינו לבתי קולנוע בישראל והצענו להם את הסרט ללא עלות, בתקווה שיוקרן בארץ כבר עכשיו, במקביל להפצתו בבתי קולנוע בעולם. הצגתו תהיה החלטה אמיצה אל מול אלימות גדולה שמכוונת להסתרתו. אני יודע שיש ביקוש אדיר לצפות בסרט ואני מקווה שבאופן הזה כולם בקרוב יוכלו לראות אותו: בין אם בבתי הקולנוע ובין אם באינטרנט בעוד כמה שבועות. הרבה דברים לא נכונים נאמרו עלינו ועל הסרט בשבוע החולף. הסרט מבוסס על תחקיר עיתונאי מקיף של שלוש שנים והפרטים בו מאומתים ומוצלבים. הוא ידבר בעד עצמו והאמת סופה להתבהר. עשינו את הסרט כדי לעורר דיון ציבורי לגבי המעשים של הממשלה בעזה, ההרג של יותר מ73,000 בני אדם, רובם אזרחים, הנרמול של מלחמת השמדה, של התפיסה ש״אין בלתי מעורבים״. עשרים וארבעה חיילים וחיילות עשו צעד ודיברו מול מצלמה על מה שחברה שלמה לא רוצה לדבר עליו. ההכרה בזוועות בעזה לא מפחיתה לרגע מהטבח הנפשע של השבעה באוקטובר, שחמאס אחראי עליו, שחיילים מדברים עליו בסרט, ושאין לו שום הצדקה. להפך. הרי ההתעלמות ממה שקורה בעזה היא מהגורמים שסללו את הדרך לשבת הנוראה ההיא. וההתעלמות הזו נמשכת. עיתונות היא לא בגידה. ביקורת היא לא בגידה. זו חובה של כל אזרח שממשלתו מבצעת פשעים לדעת ושל כל חייל שהיה עד להם לספר. מסתובבים כאן אלפי חיילים כאלה, שיצפו בסרט ויזהו את מה שמתואר בו באופן אישי: את ההרג של אנשים לא חמושים שחוצים קו מדומיין, את אישורי הנז״א במאות, את התקיפות המערכתיות בבתי משפחות, את השריפה וההשמדה הפיזית של עזה, רצח וירי על אנשים רעבים במרכזי מזון ופשעים נוספים שאין להם הצדקה. גם אם זה מפחיד, זו חובתכם למצוא את הדרך להעיד על מה שראיתם. יגידו לכם שכדאי להסתיר את האמת למען הסברה בחו״ל, אבל זה קשקוש. שם יודעים כבר הכל. פשעים לא מסבירים אלא עוצרים. הסתרת האמת קודם כל מרעילה את החברה שלנו ומעל הכל מאפשרת לפגיעה בבני אדם בעזה להימשך. ובנימה אישית: אני כותב על מדיניות האש של הצבא בעזה בעברית ב״שיחה מקומית״ כבר שלוש שנים. התחקירים זכו להתעלמות בישראל. עכשיו בפעם הראשונה משהו נסדק במסך ההתעלמות - וזה דבר חיובי. זה דבר בריא. כן, זה מגיע עם מחיר אישי גדול. היה שבוע קשה. אבל בתוכו גם יש המון תמיכה, והרבה נדיבות. מה שבטוח: האיומים לא יעזרו. זה לא מרתיע אותנו. אני ורחלי נחזור לארץ ונמשיך להיאבק על עתיד המקום הזה ביחד עם שותפים רבים.
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Kryptotaoist📵 retweeted
Have you ever seen a Rujira Custom Concentrated Liquidity interact with / arbitrage a @THORChain base layer pool? Wouldn't you like a piece of that sweet action? Visit @RujiraNetwork to add your liquidity. Choose a pair, could be BTC/ETH or TCY/RUNE or whatever assets you have
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Kryptotaoist📵 retweeted
Replying to @Sokio8D
Dad died when I was a child Grew up on government support Rent, healthcare and basic living needs provided by my government for my entire family Got extra funds to go to school Got much more extra funds to go to university (University was free - Money was for living costs) Got cancer Treatment paid for by government Struck it big in crypto Imagine being the scum of the earth and not pay taxes after that
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Kryptotaoist📵 retweeted
I don’t know who will care about what I’m saying, but the situation here in Gaza is literally spiraling out of control in a terrifying way. We are living in an area that makes up no more than 30% of the entire Gaza Strip, and this area has been reduced to rubble and tents. We are besieged by land, sea, and air. There is no real way out and nowhere we can escape to. There are cranes and massive sand embankments surrounding Gaza, and people are living under constant surveillance and fear. You cannot leave, and you cannot choose where you want to go. All you can do is wait. Water stations have almost completely stopped operating because fuel and oil have run out. The tents have been torn apart and worn down by the extreme heat, and people are living inside them in conditions that are impossible to describe. Hospitals have been extensively destroyed, with medicines and medical supplies unavailable, and even basic diagnostic and treatment equipment has become extremely scarce. Almost everything is prohibited from entering Gaza, and even what is allowed in is subject to approval and restrictions. The entire education system has collapsed. Schools have been destroyed, children have been deprived of their education, and families are sleeping on the streets or living in tents that offer no protection from the extreme heat, cold, or any other danger. The reality here is far worse than anything I can write. Words cannot convey the scale of what we are experiencing, and no single photograph can show what it is like to watch an entire city collapse before our eyes. We are not living a normal life. We are simply trying to survive. Besieged from every direction, without a home, without safety, and without any clear way out.
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Kryptotaoist📵 retweeted
🛡️ THORChain is entering a new era. Salute to the devs who refused to stop pushing. Salute to every node operator. Salute to every THORChad who stayed when it would’ve been easier to leave. 🍻 The network is now verifying every single keyshare through the new KeyVerify protocol before churn begins. No shortcuts. No panic. No compromise. The final hurdle is moving funds into fresh vaults through churn. Once complete, LP actions, secured assets, trading, and the full protocol will come back online. Many criticized the slower recovery. But after a ~$11M exploit, security became Priority #1. The result? ⚔️ New security standards ⚔️ New verification procedures ⚔️ A battle-tested network ⚔️ A stronger THORChain Most protocols talk about resilience. THORChain has lived it. Welcome to the new armored reality of THORChain. 🛡️ No wrappers. No bridges. No middlemen. Just decentralized liquidity, stronger than before. 🔥 #THORChain #RUNE
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Kryptotaoist📵 retweeted
feels like monero:native and $RUNE are the only true crypto-ethos-coded projects left. Not speaking to their price or anything superficial. Just the core product on offer; feels like these would be the only 2 Satoshi would approve of. Even $BTC has been coopted by sailor & others.
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Hi @Ctrl_Wallet, where can I get help? I can't trade or send my assets in your wallet. Discord seems to be down. I tried using the chatbot, but for more than 24 hours now, I've been getting the message “Waiting for a teammate.”
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Kryptotaoist📵 retweeted
This is a huge opportunity for Europe. Welcome Anthropic with open arms. Roll out the red carpet. Visa for all employees. Europe already controls the AI hardware bottleneck through ASML. Add the world's leading AI safety lab and you have the foundations of an AI superpower.
BREAKING: Anthropic CEO formally refuses to comply with the Department of War's demands. 44% chance they're banned from the supply chain. poly.market/6kkVEei
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Hi @aptera_motors – I don't think it's a good sign that you're not communicating!
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Where can I register for ego death snorkel therapy?
Ego death snorkel therapy! @bradnecyk @ShowPsychedelic
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Kryptotaoist📵 retweeted
Power of $CFGI : Using their data, you can create awesome auto trading bot like this one ! One of my creation :)
Bebou 1 Price just closed a $BCH trade. Spot PNL: 10.94% Entry Price: $554.08 Exit Price: $614.70 Users have built 549 different systems to save you screen time. Autotrade on NMST.io with $CFGI
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The next change in strategy was announced in #83 of the weekly $CFGI Spaces. The focus is on the migration from CFGI to NMST. Here is a concise summary: xitter.cf/CFGI_Token/status/1999… Major Strategic Pivot: • Team officially moving to "Plan B" - radical simplification from complex multi-product approach • Overwhelming community support for this direction over "Plan A" (status quo) • Quote: "a team have made a great product, great website, but a terrible token" • Core goal: Create a token that can "perform well and capture attention in any market" Token Evolution (CFGI → NMST): • Complete 1:1 migration from current token to "No More Screen Time" (NMST) • Same supply, price, platform access - only ticker changes • Adding 2% tax to collect ETH for user rewards (attention-based value capture) • 18% supply reserve available for community-decided initiatives Platform Consolidation: • All social accounts merging into one Twitter account • CFGI.io moving to background (automated daily scores only) • Multiple specialized accounts being archived/retired • "One platform, one token, one account" philosophy CFGI Token Significance Strategic Repositioning: • CFGI transitioning to background role - no longer primary focus • Still operational for data sales to bootstrap team funding • Will serve as traffic onboarding tool to NMST platform • Quote: "Data narrative moving into background... majority of people don't give a shit about data company's token" Market Reality: • Acknowledged CFGI approach wasn't market-validated • Moving away from "traditional fundamentals" (revenue, AUM, data narrative) • Pivoting to "attention-based" tokenomics instead Lessons Learned & Planned Changes What Went Wrong: • Over-complexity: Multiple products, accounts, access points • Market mismatch: Data/fundamental approach doesn't resonate in crypto • Quote: "Get rid of complicated flywheel... seven different access points" • UX problems: "It sucks now... we haven't made one update to improve it" Strategic Corrections: • Radical Simplification: "Platform does one thing, token does one thing" • Attention Focus: Building for speculation/gambling appeal vs. fundamentals • User Experience: 10:1 ratio (vs. current 30:1) for platform access • Social Elements: Copy trading, leaderboards, competitions coming • Instant Gratification: Vault trading for "lazy people, less setup" Technical Roadmap: • Perpetual trading (next week) • Social trading homepage with live performance feeds • UX/UI overhaul • Mobile app (Q2 2025) • Stocks integration (ready to deploy) Concreteness Assessment Highly Concrete: ✅ Token migration mechanics (1:1, 2% tax structure) ✅ Platform access ratios (10:1 vs 30:1) ✅ Account consolidation plan ✅ Technical features ready (stocks data, perps trading) Moderately Concrete: ⚠️ Social trading implementation details ⚠️ Timeline specifics beyond "next week" for perps ⚠️ Revenue model transitions Vague/Aspirational: ❌ Exact community voting mechanisms ❌ Specific marketing/attention strategies ❌ Chain migration decisions (mentioned Base/Solana possibilities) Mood Assessment Overall Tone: Cautiously Optimistic but Realistic Positive Indicators: • "Feels good cross the board" • Platform now "self-sufficient from revenue to operating costs" • Strong community engagement/feedback incorporation • Team alignment on direction Sobering Elements: • Frank admission of market failure ("terrible token") • Going "against fundamentals that we value" • Recognition of "83 weeks" journey without breakthrough • Market described as "dead across the board" for utility micro caps Leadership Style: • Highly collaborative: "Do not be silent... your words literally change everything" • Transparent about uncertainties and mistakes • Open to community input on major decisions (supply changes, chain migration)* Community Relationship: • Strong emphasis on collective decision-making • Weekly feedback cycles established • Genuine appreciation expressed for ongoing support* * My personal opinion: I do not see what is claimed in these passages being fulfilled in practice. For example, the very good suggestion C. by @BeBouBeBouBeBou, which received a lot of positive feedback, is not mentioned at all. If I am wrong here, I would be grateful for corrections. Summary: This represents a significant strategic pivot from a data/fundamentals-based approach to an attention-driven, simplified platform model. The statements are notably concrete on technical implementation but appropriately flexible on community-driven decisions. The mood suggests a team that has learned from missteps and is taking a more market-responsive approach.
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Kryptotaoist📵 retweeted
Day #100 Bullposting $CFGI 🚀 🔥Achievement Of The Day : A hundred post about this amazing project ! So many things have been done since August, the market price doesn’t reflect the quality of this coin and the team behind it. Shootout to these incredible builders ! ⬇️
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Has one of the last loyal bullposters of $CFGI now also fallen silent? Hope not. xitter.cf/BeBouBeBouBeBou/status…
Day #99 Bullposting $CFGI 🚀 🔥 Difference Of The Day : If you follow @CFGI_MAEVE, you’ve seen the different trades she takes. But have you seen the latest trades with a new design ? Old design : trades by @CFGI_MAEVE, auto trader made by the team. New design : trades by users of @NMST_io , platform where you can create your auto trader !
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Two opposing trends: $CFGI's weekly Spaces are increasing, here is the summary of #82. The number of successful trades is also rising. The token's price is moving in the wrong direction, now at an FDV of less than 1 million – unbelievable. xitter.cf/CFGI_Token/status/1996… Overview Summary: CFGI Project Space #82 🎯 Most Important Statements & Announcements Strategic Direction Major pivot under consideration: Team is debating between Plan A (continue as-is with CFGI data company) vs. Plan B (go all-in on "No More Screen Time" / NMST auto-trading platform) Team consensus: All members are leaning toward Plan B — a radical simplification and pivot to NMST Plan C (final plan) will be community-informed, combining team and community input Core realization:  "Either we want to be right or we want to be successful" — the market doesn't value data companies or complex token utility Key Announcements CFGI platform is now self-sufficient and near-automated in operating costs Perp/leverage trading coming next to NMST App release for NMST targeted for Q2 Possible chain migration being considered (likely Base or Solana — ETH volume described as "dead") Potential token contract upgrade from CFGI to NMST with new tokenomics 📁 Project Code Name "5" Summary Origin:  An external party (via AFO network) offered to invest ~$1M instead of letting the team do an NFT raise Initial promise:  Full acquisition of NFT raise; later shifted to direct investment; then talks of 100% acquisition Current status:  Effectively stalled — their ideas keep expanding (IPO, new company), but no meaningful progress for months Team's stance: "Expectations are now zero" — still friendly/networked, but no longer waiting on them Described as:  Speaker's "biggest regret" and "most expensive mistake" — canceling the Maeve NFT raise in anticipation of this deal Outcome:  Time-rugged; incompatible timelines (TradFi giants vs. micro-cap crypto needs) 💰 CFGI Token Significance — Discussion Points Current perception problem:  Crypto market doesn't care about data companies or complex tokenomics Overcomplication is cited as the root cause of the token's struggles Token utility is fragmented across 7–10 use cases — plan is to reduce to one or two (trading access + rewards) Plan B vision for token: • Token-gated access to NMST (no credit card, no other crypto — only token) • Tiered benefits based on holdings • Fees + small tax → automatic rewards pool for holders • Extremely simplified tokenomics Fundamental belief: The token cannot succeed unless it can "fight for attention" in speculative markets — CFGI fundamentals don't translate to token value- 📉 Lessons Learned — What Went Wrong & Planned Changes What Didn't Go Well • Outsourced B2B/advisory team — "Didn't do anything" — no longer working with them • Trusting external advisory for fundraising — Waited on promised investment round that never materialized • Canceled Maeve NFT raise — Lost momentum and funding opportunity • Influencer marketing — Nearly scammed for ~$300K; insider wallets front-ran and dumped; had to fight for refunds • Overcomplication — Too many Twitter accounts, platforms, tokenomics uses, Telegram groups, etc. • Building for fundamentals — Market doesn't reward this — "you can't build too fundamentally at this size" Planned Changes (Plan B) • Archive most Twitter accounts — consolidate to one main account • Consolidate Telegram channels • Simplify token utility to 1–2 functions • CFGI becomes background/shadow product — SEO-driven, not promoted • NMST becomes the front-facing product — token-gated, speculative, social, gamified • Team members now have part-time jobs for sustainable working conditions •No more reliance on outside advisory teams 🔍 Assessment: Concreteness & Substance Strategic direction — ⚠️ Directional but not finalized; Plan B is favored but Plan C (community input) is the goal Technical progress — ✅ Concrete; NMST beta works, bugs fixed, perp trading coming, indicators added Tokenomics changes — ⚠️ Vague; "completely change tokenomics" mentioned but no specifics Chain migration — ⚠️ Speculative; acknowledged as possibility, no commitment Timeline — ⚠️ Soft; Q2 app release mentioned, no hard dates Project "5" — ✅ Transparent; clear admission of failure and current zero expectations Revenue/sustainability — ✅ Concrete; CFGI is self-sufficient, team has outside income Overall: Statements are honest and reflective but largely strategic/philosophical rather than hard announcements. Main concrete items: CFGI is automated, NMST beta is functional, perp trading is next. 😐 Mood Assessment Reflective & Humble — Openly admits mistakes; "we're wrong, not the market" Frustrated but Determined — Disappointment with influencers, advisors, and Project 5 — but "we will win" Pragmatic / Resigned — Accepting that crypto is an "attention market" and they must adapt Cautiously Optimistic — Believes NMST path can work; team still committed Community-focused — Emphasizes not wanting to cause "max pain" for token holders Holiday-adjacent warmth — Opens and closes with well-wishes (Thanksgiving, Christmas) Summary: The mood is sobered realism — a team that has been humbled by setbacks, is self-critical, but remains committed and is trying to pivot strategically rather than give up or abandon the project.
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"The Uncomfortable Truth The team built an EXCELLENT PRODUCT. The team created a TERRIBLE TOKEN." $CFGI xitter.cf/CFGI_Overseer/status/1… I had Claude Sonnet 4.5 analyse the statement by @CFGI_Overseer and the community's reactions. The results and suggestions seem spot on to me. This is a very long post, so here is an overview of the structure: 1. Executive Summary 2. Competitive Landscape Findings 3. Central Discussion Points (5 points) 4. Plan A: "The Market is Wrong" (Pro/Contra as Bullet Points) 5. Plan B: "We Are Wrong" (Pro/Contra as Bullet Points) 6. Alternative Perspectives (BeBou's Plan C - Middle Path) 7. Critical Strategic Questions (4 questions) 8. Strategic Recommendation Framework (Decision Matrix + Hybrid Option) 9. Risk Assessment Summary (Plan A, B, Hybrid risks) 10. Founder's Cognitive Biases (3 biases) 11. Final Strategic Insight (The Uncomfortable Truth + Best Path Forward + The Brutal Question) 12. Community Voice Summary (6 voices + consensus) 13. Final Assessment (Market evidence + final recommendation) 1. EXECUTIVE SUMMARY Core Problem: Massive user-token holder gap (100,000+ users vs. 1,400 token holders) despite proven product success (88% win rate, 27.65% YTD return, top Google rankings). Critical Question: Is this a market timing issue or a fundamental product-market-fit problem for the token itself? 2. COMPETITIVE LANDSCAPE FINDINGS Direct Competitors (Auto-Trading Platforms) Established players: 3Commas, Coinrule, Cryptohopper, Bitsgap, Pionex, TradeSanta • Key Finding: NONE of these major platforms have their own utility tokens • They operate on subscription models (USD/fiat payments) • Market size: $41B (2024) → projected $154B (2033) Data Platform Competitors Messari, Glassnode, Token Terminal, Dune Analytics • Key Finding: These platforms do NOT have utility tokens • Premium subscription models in USD • Data access = USD revenue, not tokenized Critical Market Insight The most successful crypto data and auto-trading platforms deliberately avoid utility tokens and monetize directly via fiat subscriptions. 3. CENTRAL DISCUSSION POINTS 1. The Value Capture Paradox • Team has created massive VALUE (product works, users love it, data sells) • Token captures ZERO of this value (users can pay in fiat, no forced token use) • Free index draws 100k+ users → only 1.4k bought tokens 2. The "Who Needs a Token?" Problem • Founder's own admission: "Who wants a token for a data company?" • Crypto users want tokens for speculation, not for paying subscription fees • Western users prefer credit cards over token purchases for tools 3. The Complexity Curse • Multiple platforms (CFGI.io + NMST.io) • Multiple tokens mentioned ($CFGI, $NMST) • Multiple value propositions (data company, auto-trader, IPO plans) • Community feedback: "too confusing for new users" 4. The "Advisor Rug" / Team Issues • Expensive lessons with B2B partners (no value) • Advisory team "time rugged" (no meaningful updates) • Pivot from NFT sale compromised initial funding • Core team intact but resources strained 5. The Timing vs. Product Debate • Team achievement: Roadmap exceeded by 2-5x • Market response: Token price continues falling • Classic founder dilemma: "Are we early or wrong?" 4. PLAN A: "THE MARKET IS WRONG" (Stay the Course) STRATEGIC LOGIC "We built something great; the market will eventually recognize our value." ✅ PRO ARGUMENTS • Proven Product Merit 88% win rate, 27.65% YTD return objectively strong Competitors charge $50-200/month for weaker results Product quality is not in question • SEO/Distribution Moat Top Google rankings = massive free user acquisition 100k+ monthly visitors Hard for competitors to replicate • B2B Revenue Potential Already selling data to "biggest companies in crypto" Can fund operations independent of token Real revenue stream exists • Market Cycle Theory Utility tokens underperform in speculative markets May gain traction in mature crypto cycles 2024-2025 could shift sentiment • Completed Infrastructure Platform built, bugs worked out, systems proven No need to rebuild from scratch Technical foundation is solid • Token Holder Stability 1,400 holders who stayed through downturn = true believers Less selling pressure from weak hands already gone Core community remains committed • Profitability Flywheel Once B2B data sales sustain operations, all token revenue = pure growth Financial sustainability path exists Independence from token sales for operations ❌ CONTRA ARGUMENTS • 2 Years of Market Rejection Not just bear market; token fell during bull runs too Market has spoken repeatedly and consistently Pattern is clear, not noise • No Moat for Token Value Users don't NEED the token (can pay fiat) No forced token burning/staking mechanism Token is optional, not essential • Competitor Validation 3Commas, Bitsgap, etc. deliberately avoided tokens $100M+ valuations without tokenization Market leaders chose different path for a reason • Opportunity Cost Every month waiting = talented team not building what market wants Time is finite resource Could be building something market actually values • Death by Stagnation "Tens of thousands of projects" failed by refusing to pivot Founder acknowledges this risk himself Historical precedent is brutal • Token Holder Frustration Even loyal holders lose patience over time Death spiral of selling pressure can accelerate Community morale declining • Data Business ≠ Token Business B2B clients pay in USD Creating USD revenue that doesn't flow to token Revenue disconnected from token value • Regulatory Risk Undefined; longer timeline = more regulatory exposure SEC scrutiny increasing on utility tokens Legal landscape worsening COMMUNITY SENTIMENT ON PLAN A • Mandarin: Willing to support, but warns against "being afraid to kill darlings" • Cassius: Skeptical of 30% APY appealing to delusional 100x-seeking crypto users • General tone: Respect for the team, but low enthusiasm for staying the course 5. PLAN B: "WE ARE WRONG" (Radical Pivot) STRATEGIC LOGIC "Focus everything on what's hot (AI/auto-trading), make token the ONLY access point, move to friendlier chain." ✅ PRO ARGUMENTS • Clear Value Proposition One brand (NMST), one use case (AI auto-trading), one token ($NMST) Eliminates confusion completely Easy to understand and communicate • Forced Token Utility 100% token-gated = must hold tokens to access Creates genuine, non-optional demand Real utility, not optional utility • Narrative Alignment "AI trading bot" is THE hot narrative in 2024-2025 Rides current market trend Appeals to speculation mindset • Tax/Fee Mechanism Small trading tax + profit sharing = continuous token value accrual Sustainable tokenomics model Automatic value capture • Chain Optionality Moving to "more active and friendly chain" (Base, Solana, etc.) More retail attention and lower barriers Ethereum gas fees kill small projects • Data as Operational Funding CFGI.io runs in background, funds operations via B2B sales Separates boring (data) from sexy (AI bot) Best of both worlds • Team Capabilities Proven Already built the tech; just re-packaging and re-focusing Not starting from zero Execution capability exists • Meme/Speculation Potential "No More Screen Time" is catchy and memeable AI + crypto = speculative goldmine Appeals to crypto culture and psychology ❌ CONTRA ARGUMENTS • Abandoning Core Asset CFGI index is THE crown jewel (100k users, #1 Google) Relegating it to "background" wastes this massive asset High difficulty to justify strategically • Token Swap Complexity $CFGI → $NMST migration = tax events for holders Holder confusion and potential dropoff Execution risk is significant • Chain Migration Risk Smart contract migration challenges Liquidity fragmentation across chains Technical and community holder dropoff risks • Regulatory Scrutiny Adding trading tax + profit sharing = potential securities classification Could trigger enforcement action Critical legal risk • Existing Holder Betrayal 1,400 holders bought into CFGI vision Pivot = broken promises and trust loss Community split risk is real • Competitive Saturation "AI trading bot" space is crowded Snorter Bot, Cookie DAO, dozens of others Moderate risk of getting lost in noise • Execution Overload Chain migration + rebrand + token swap + new tokenomics Massive operational lift simultaneously Resource constraint with small team • Loss of B2B Credibility Data clients may see pivot as desperation Could lose existing contracts Revenue risk to core business • Unproven Token-Gating Assumption No evidence users WANT to buy tokens vs. paying $50/month in fiat Fundamental assumption may be wrong Could kill user growth entirely COMMUNITY SENTIMENT ON PLAN B • EasyBillion: Strong support; "Go all in on auto trader, seamless UX/UI, remove bells and whistles" • Deno: Agrees project is "too confusing"; wants simpler setup • Lolos369: Suggests podcasts/X spaces (marketing, not structural change) • BeBou: Proposes middle path (see below) 6. ALTERNATIVE PERSPECTIVES Community Member: BeBou's "Plan C" (Middle Path) Core Idea: One unified platform with 3 user tiers 1. Free Tier (Average Joe): • Live indicators, like checking CoinGecko • Nudge to premium features • Gateway to paid tiers 2. Members Tier: • Monthly subscription ($ or $CFGI) • Access to copy @CFGI_MAEVE bot • 30% APY performance 3. Advanced Tier: • One-time fee to build custom bots • Earn % from users who copy your bot • For elite traders and trading companies Key Innovation: "Vaults" • Users deposit funds and let MAEVE trade automatically • Solves API/CEX setup complexity (major barrier identified by community) • Similar to TradFi model (trust broker with savings account) • Could integrate directly with CEX platforms Strategic Merit: • Leverages CFGI brand without abandoning it • Addresses UX complexity directly • Creates clear token utility at each tier • Doesn't require chain migration • Respects existing holders while improving model 7. CRITICAL STRATEGIC QUESTIONS 1. The Token Necessity Test Question: If $CFGI didn't exist, would the business be more or less successful? Data Point: Competitors without tokens (3Commas, Bitsgap) are massively successful Implication: Token may be a LIABILITY, not an asset 2. The Regulatory Time Bomb Question: What happens if Plan B's profit-sharing mechanism gets classified as a security? Risk Assessment: HIGH • Trading taxes that distribute profits = textbook securities test failure • Could trigger enforcement action, de-listing, legal costs • Existential threat to project 3. The User Psychology Gap Question: Do crypto users want to HOLD a token to access a tool, or SPECULATE on a token for gains? Market Evidence: • Speculation wins: meme coins outperform utility tokens 10:1 • Utility preference: users choose fiat subscriptions when available • Middle ground: very few success cases exist 4. The Founder Authenticity Dilemma Question: Is pivoting to "AI meme narrative" authentic, or does it compromise team integrity? Founder's own words: "I do think our most bullish and highest value selling point is being a data company" Risk: Building what you DON'T believe in = poor execution and lack of passion 8. STRATEGIC RECOMMENDATION FRAMEWORK DECISION MATRIX If primary goal = TOKEN PRICE APPRECIATION: → Recommended Path: Modified Plan B → Rationale: Must create forced scarcity + speculation narrative If primary goal = SUSTAINABLE BUSINESS: → Recommended Path: Modified Plan A → Rationale: B2B data revenue + fiat subscriptions = real business model If primary goal = SERVING TOKEN HOLDERS: → Recommended Path: Plan C (BeBou variant) → Rationale: Balances existing commitments with market demands If primary goal = TEAM LONG-TERM VISION: → Recommended Path: Plan A + Timeline → Rationale: Set 6-month deadline; if no improvement, trigger Plan B HYBRID OPTION: "The Pragmatic Pivot" Phase 1 (Months 1-3): Simplification • Unify CFGI.io and NMST.io under ONE domain (keep both brands as product lines) • Implement BeBou's 3-tier model • Make token OPTIONAL but ADVANTAGEOUS (20% discount for token payments, token-only features) • Fix UX issues (community feedback = setup is too hard) Phase 2 (Months 4-6): Tokenomics Enhancement • Introduce token staking for premium features • Create profit-sharing mechanism ONLY from data B2B sales (not trading fees = less regulatory risk) • Launch vault product (managed MAEVE access) Phase 3 (Month 6): Decision Point • If token metrics improve (holders increasing, price stabilizing) → continue Plan A • If no improvement → trigger Plan B migration Phase 4 (If triggered): Full Pivot • Execute Plan B with 3-month timeline • Transparent communication to community • Compensate long-term holders (airdrop, bonus allocation) 9. RISK ASSESSMENT SUMMARY PLAN A RISKS (Stay Course) Probability of Failure: 70% Cost of Failure: Low • Team intact, product exists, can pivot later • Minimal additional investment required • Reversible decision Upside if Successful: Moderate • Stable business, loyal community • But limited token price upside • Sustainable but not explosive PLAN B RISKS (Radical Pivot) Probability of Failure: 60% Cost of Failure: HIGH • Community split and trust loss • Regulatory issues potential • Execution overload with small team • Could destroy existing value Upside if Successful: High • Token price moon potential • Narrative alignment with market • Speculation pump possible HYBRID RISKS (Pragmatic Pivot) Probability of Failure: 40% Cost of Failure: Moderate • Some community confusion • Resource allocation challenges • Complexity of managing both Upside if Successful: Moderate-High • Sustainable business + improved token metrics • Best of both worlds potential • Respects all stakeholders 10. FOUNDER'S COGNITIVE BIASES TO WATCH 1. Sunk Cost Fallacy "We've built all this, we can't abandon it now" Reality Check: Past investment doesn't determine future returns Counter Evidence: Competitors who avoided tokens are MORE successful 2. Confirmation Bias "The market just doesn't understand us yet" Reality Check: 2 years of consistent market rejection = signal, not noise Counter Evidence: 1,400 holders out of 100,000 users = clear message 3. Founder's Curse "I know what's best; they're just chasing 100x memes" Reality Check: Market gets to decide what has value, not founders Counter Evidence: Being "right" but poor is still losing 11. FINAL STRATEGIC INSIGHT The Uncomfortable Truth The team built an EXCELLENT PRODUCT. The team created a TERRIBLE TOKEN. These are separate problems requiring separate solutions. Best Path Forward: 1. Admit the token failed (not the product) • Product metrics are stellar • Token metrics are abysmal • These are different problems 2. Rebuild token utility from first principles (BeBou's model is smart) • 3-tier system makes sense • Vaults solve UX problem • Optional but advantageous token use 3. Set concrete deadlines (6-month test, then decide) • No more "waiting for market" • Clear metrics for success/failure • Force decision point 4. Preserve the data business (this is the real asset) • 100k users, #1 Google ranking • B2B revenue stream • Don't sacrifice this 5. Consider the radical option: Would 3Commas be better off WITH a token? No. Would CFGI be better off WITHOUT one? Probably. THE BRUTAL QUESTION Is the team building a token project that has a product, or a product company that has a token? If answer = Token project → Execute Plan B immediately If answer = Product company → Consider removing/minimizing token entirely The market isn't wrong. The team isn't wrong. The token-product fit is wrong. 12. COMMUNITY VOICE SUMMARY Mandarin: Trust team to "kill darlings" and pivot Cassius: Crypto users are delusional; 30% APY won't excite them Deno: Too confusing, simplify everything EasyBillion: Go all-in on auto-trader, beautiful UX, clear value prop Lolos369: Need better marketing (spaces, podcasts) BeBou: Detailed 3-tier model with vaults Consensus: Community wants SIMPLICITY + CLARITY + REAL TOKEN UTILITY 13. FINAL ASSESSMENT The strategic analysis reveals: The core problem is not product vs. market, but token design vs. user behavior. Critical insight from competitive analysis: All successful competitors (3Commas, Bitsgap, Messari, Glassnode) deliberately chose NOT to have tokens. They monetize directly in fiat and are MORE successful because of it. The Paradox: The team has solved a $100M+ user problem (product excellence), but has an unsolved 1,400 token holder problem (token-market fit). The Recommendation: The best strategy is likely the Hybrid Approach: • Simplify the product (community feedback is clear) • Rethink token utility from first principles (BeBou's proposal has merit) • Set a 6-month deadline with clear metrics • If unsuccessful: Either fully execute Plan B OR think radically: remove the token entirely and operate as a pure SaaS business The Uncomfortable Truth: An excellent product doesn't necessarily need a token. Sometimes the token is the problem, not the solution. Key Market Evidence: • 100,000+ users love the FREE product • Only 1,400 bought the token • All major competitors avoided tokens and succeeded • 2 years of consistent market rejection despite product excellence Final Recommendation: The team should seriously consider whether they're building a token company or a product company. The answer will determine whether Plan A, B, or removing the token entirely is the right path. The market has spoken clearly: it values the product but rejects the token. The question is whether the team will listen.
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Kryptotaoist📵 retweeted
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The most interesting part about this chart of successful trades by $CFGI is that hardly anyone has it on their radar.
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