Bought some $JEF 88jUcA4vvbiyXxhhnk6RHyxuGaHhR7NQnfVwd6hBpump I’ve learned the hard way in the past not to fade 4chan runners

[ ZOOMER ] 1000X LEVERAGE PERPETUALS EXCHANGE, PAPERTRADE, HITS $25M IN USER DEPOSIT AHEAD OF LAUNCH ON OCTOBER 10TH: ONCHAIN

NEW: U.S. government-linked wallets have now deposited 17,733 bitcoin:native ($1.48 billion) and 750 ethereum:0x2260fac5e5542a773aa44fbcfedf7c193bc2c599 ($62 million) into Coinbase Prime over the past three days, according to Lookonchain. The wallets still hold $25.4 billion worth of crypto, including $25.3 billion in bitcoin alone, per Arkham labeling.

i’m long ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 because i think proving you’re human becomes one of the most valuable services on an internet full of AI. the investment thesis is based on a simple question: what happens when creating a convincing fake person costs almost nothing? dating apps need real matches. advertisers need real audiences. platforms need to stop the same person farming a thousand free trials. services accepting AI agents need a way to verify the human behind them. these are problems businesses have an economic reason to solve. World already reported nearly 18 million Orb-verified humans in april and Selfie Check gives everyday apps a simpler entry point: a roughly 20-second check on your phone, making adoption a much easier sell than convincing everyone to visit a “dystopian” orb. Tinder has announced expansion beyond its Japan pilot, including the US. Okta’s Human Principal beta uses World ID to connect agents to verified humans. that gives the thesis both a distribution base and concrete routes into consumer and enterprise products. World Money adds another channel. its september rollout began across 150+ countries, with stablecoin payments, virtual accounts and a Stripe-powered funding experience starting in the US. my view is that useful everyday products make the identity network easier to grow. the token connection is what makes this interesting for WLD. World has outlined application fees payable in WLD, and World ID 4.0 supports fee enforcement. activating and scaling that model is the catalyst i’m underwriting: adoption translating into token demand. that remains an opportunity ahead, rather than established fee revenue today. meanwhile, the scheduled daily unlock rate stepped down by 43% in july, from roughly 5.1m to 2.9m WLD. supply still grows, but the pace of new unlocks is materially lower. my bull case is that these pieces reinforce each other: more useful integrations bring more verified humans, making World ID more attractive to the next platform. i think the market can reprice that opportunity well before the revenue reaches maturity. the better AI gets, the stronger the business case for proving who is human. i’m long WLD because World has a credible shot at making that verification a standard part of the internet.

i think $NEAR has a pretty clean setup into $3.33. Confidential Intents TVL is approaching the $70m threshold that triggers the first [email protected] snapshot. those rewards only convert if NEAR trades at or above $3.33 VWAP for 3 consecutive days. that effectively gives the market an obvious coordination point. the reflexivity is simple: TVL reaches $70m → snapshot activates → $3.33 becomes the focal price → more attention/capital flows into the trade → higher price makes the reward more likely to convert → reinforcing the narrative. and it’s not happening in a vacuum. Intents volume and revenue are accelerating, NEAR has been outperforming, while funding and OI still don’t look particularly crowded. im long