Vedraniac 🔮 retweeted
we need to talk about brazil in the 70's: no fatties, no tattoos in sight, no instagram filter faces, just natural beauty. women actually used to look like this. we lost it bad
Vedraniac 🔮 retweeted
The look she gives me when I call the group playing music from a Bluetooth speaker on the hiking trail a slur
Vedraniac 🔮 retweeted
Seneca curó la ansiedad 2.000 años antes de que existiera la terapia.
Fue el hombre más rico de Roma y consejero de un emperador. Y aun así pasó su vida escribiendo sobre cómo calmar la mente.
7 frases de él que todavía funcionan 🧵
Vedraniac 🔮 retweeted
"Ben sizi ekmeksiz bıraktım ama babasız bırakmadım." - İsmet İnönü
🔴 İkinci Dünya Savaşı ölüm oranları:
(Haritaları Seviyorum)
Vedraniac 🔮 retweeted
Wondering WHAT $FLYBRAIN actually is?
Let me explain what a connectome is because it matters beyond the memecoin:
A connectome is a complete map of every neuron and every connection in a brain. Think of it like the electrical blueprint for an entire city, down to every single wire and switch.
On Sept 3rd, Google Research and HHMI Janelia published the first complete connectome of an adult brain: a fruit fly. 166,000 neurons. 125 million synapses. Released open-source, free for anyone to use.
That is actually historic.
And then, of course crypto found it.
$FLYBRAIN is a token on Robinhood Chain built on top of this dataset. It did 90x in 6 hours. It's also already mostly back down. The candle is not the point.
The actual pitch is the most interesting thing I've seen in this space in a while:
Truth Terminal was the first artificial intelligence to become a millionaire on chain.
The goal for Flybrain is to be the first BIOLOGICAL intelligence to do it. The wiring comes from a real animal's nervous system, not from training data.
138,639 neurons simulated on a single GPU.
Pons trades act as its senses.
Orders are its reflexes.
The team says there's no script, no AI agent.
Just the connectome, live.
None of this mind you, is independently verified.
Take it for what it is.
Three things to understand before you do anything...
1) A follow is not an endorsement. a16z following a token account is not the same as a16z buying the token. The causation on the Andreessen link is "possible," not established.
2) There are multiple sites claiming to be this project with different neuron counts. 138k on one. 165k on another. Open-source dataset means anyone can fork it.
3). A 90x in 6 hours works both directions.
(and a special 4... how the hell did a FLY launch a token, when the article even says if the screen is white it can't see anything... also flies dont have thumbs)
But Here's my actual question: does real science attached to a token change anything? Its open sourced, so theoretically anyone can do this?
Is the reality that this is just a casino with a better story?
Vedraniac 🔮 retweeted
added more to my $UBIK bags.
i still think UBIK and ZZZ are going to be the main runners for AI on RH.
they're the simple attention plays. easy to understand, easy to spread and already have enough mindshare to lead the rotation.
but i don't think the AI meta ends with them.
if $UBIK and $ZZZ keep running, eventually people are going to start digging deeper and asking what actual AI products are already being built on RH.
that's where bags like $QUOTIENT get really interesting to me.
Q already has a working forecasting product, finds mispriced prediction markets and has an API that other products/agents can consume. meanwhile RH itself keeps pushing further into both prediction markets and agentic trading.
so my positioning is pretty simple:
$UBIK + $ZZZ lead the attention
$QUOTIENT and the actual tech plays follow
and if prediction markets really start getting their own rotation after that, Q could eventually find itself leading a completely separate narrative too.
probably gonna stop aping random new coins for a bit and just sit comfortably in the bags i already have conviction in.
until the market shows me the meta has actually changed, i don't really see a reason to keep looking for a new one.
Vedraniac 🔮 retweeted
The zzz-2:native 💤 thesis.
I know a lot of you younginz ain't really been around THE BLOCK like that.
So let an OG like me tell you why this is a GENERATIONAL TRADE.
Firstly, congratulations for surviving the bear market and having the wits [or lack thereof] to still be here.
Most niggaz are LONG GONE, this is a VERY SMALL COMMUNITY - even if "trading apps" inflate that figure.
Secondly, know what you're buying.
The founder of GMX [who has always remained anonymous] is filthy rich.
Most DeFi founders are wealthy anyway, so that's not really a surprise.
But the surprise element is STILL HAVING MOTIVATION once you've made it.
If you come back to the game YOU'VE ALREADY BEAT, you mostly do it because of PASSION.
You DON'T HAVE TO do it.
You CHOOSE TO do it.
The GMX founder ran up his company in THE MOST VICIOUS BEAR MARKET.
Most of you can't comprehend this because you weren't around to experience the terror post-FTX.
Now, he's back in GREAT MARKET CONDITIONS where ALMOST EVERYTHING is FAVOURABLE for him.
Just think for a second.
He done it once where THE ODDS WERE STACKED AGAINST HIM,
You don't believe he can do it again with X10 MORE EXPERIENCE and WEALTH in his possession?
Secondly,
Vlad [founder of Robinhood] has been SUPER KEEN on his chain being used for REAL PROJECTS - not just memecoins.
Vlad's initial idea was to create a blockchain for RWA, however he saw the BUZZ FOR MEMES and went along with it.
However, deep down inside, he's HUNGRY for legitimate founders to honour his chain with fundamentals.
This is a unique opportunity where you're buying something whereby you acknowledge that Vlad and GMX/ZZZ founder have aligned interests.
The skillset that the founder of GMX/ZZZ has is second to none - he knows crypto like the back of his hand.
He isn't some tradfi guy popping out and trying to learn the basics for his new launch.
He is DEEPLY CONNECTED and KNOWLEDGEABLE.
The CEO of Cryptodotcom, Kris, follows him too.
Recently Vlad acquired stakeholder status into Crypto.
This is, of course, a strategical investment to utilize the connections of Cryptodotcom,
And likewise, Vlad, GMX/ZZZ founder and Kris all benefit from the RISE OF CRYPTO as a whole.
You don't think Vlad will notice what's being built here?
You think the FIRST REAL AI PRODUCT on his platform will go unnoticed?
He'll interact with memes all day long but won't take the opportunity to elevate Robinhood onchain with a reputable DeFi GODFATHER building on it?
GMX/ZZZ founder is also INCREDIBLY SHARP.
He stealth launched and gave us subtle hints/cues - essentially letting people SPECULATE on the OPEN MARKET.
FAIR LAUNCH.
You gotta remember, he isn't some first-time coderkid who's building something without knowing how to market it.
He deliberately came with a pre-planned blueprint.
You are missing The Greatest AI Trade in Crypto History by fading this.
~ Dr. Axius. 💤
Vedraniac 🔮 retweeted
Şu hatunun bir videosu düşmüş kanım dondu aq
Yorumlara paslıyorum silinmeden izleyin.
Vedraniac 🔮 retweeted
some thoughts on this
1/ first off must read, good compilation of projects ; really good alpha gathering here
2/ secondly from markets perspective i find that lending & borrowing is a very much solved primitive and as such new protocols dont really have much moat especially when entrenched winners move over. i mean lending, borrowing, yield - not only are these verticals solved, they're also sorely based on antifragility - w all the hacks going on, no one wants to put serious money into a protocol 2 weeks old.
theres also no real new innovation to be done here; hence no new earnings inflection on top of existing defi revenue.
3/ as such i dont really view lending borrowing tokens net new nor interesting
4/ dex tokens and launchpads are the obvious longs here when a chain picks up. this trade is evidently late with the top launchpad up 100x ; but i think there is space for a winning dex / aggregator - we've found the pump of RH, but the raydium / jupiter is yet to be seen.
with uniswap on the chain though, i think an aggregator makes alot more sense than a standalone dex.
5/ stock token pairs are very much memes - i dont think theres any new innovative layers here. at best i believe these will trade like beta to the underlying, at worst i dont see a key differential bw token1 paired to stockXYZ and token2 paired to the same stock.
and so the framework to approach this is w akin to memes - all an attention game
6/ taking all this into consideration, to me, there is at best 5 tokens to long on RH chain - personally only like 2 ; bear in mind i am not a meme guy (bad at these games)
7/ side note - alts at these levels feels like do or die - we had the mania, we had the celebrity coins, we have all the grifters coming out of the woodwork aft 1 day.
i will say, if we only get 1-2 weeks of pump though, that would be very disappointing, even for crypto
sometimes you just have to take a chance
