Crypto news and market updates. What happened, what's moving, what's next.
Joined March 2024
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‼️ JUST IN: JACK GAMBLE PREDICTS COREWEAVE WILL GO TO ZERO.
@JG_Nuke argues that borrowing costs, losses and dependence on fresh funding threaten CoreWeave’s survival, delivering a sharply bearish assessment of its next five years.
“CoreWeave is a guaranteed zero, in my opinion.”
“There is no conceivable way this company survives the next five years.”
“Their cost of borrowing is going up.”
Ft. @alessandrorisk
Full Interview: youtu.be/uERBdnUJtOE?si=Pg6A…
‼️ BREAKING: MONAD COFOUNDER THINKS BITCOIN COULD LOSE ITS NO. 1 SPOT BY 2040.
@keoneHD says smart contract platform assets could become more valuable as the market recognizes their functionality and potential as stores of value.
“Bitcoin is amazing as digital gold, but it's very simple in what it does.”
“I think that the market will become more familiar with smart contract platform assets as being ones that are really valuable.”
“Because they're both useful, and they're also a great store of value.”
Ft. @alessandrorisk
‼️BIG ETF INFLOWS CAN MARK LOCAL TOPS
@kyledoops says one of the biggest inflow days preceded the current local top.
“Highest ETF inflows, a couple of days later you mark the current top.”
“If we see the biggest weekly outflows on the ETFs, you can start to look for the local bottoms.”
“We haven't quite got there yet.”
Full Show: youtube.com/live/gYHbWvU6d-Q…
Front Runners retweeted
Join @Sheldino_D as he attempts to double his account live on @Bitbase_Ex:👇
cs.cryptobanter.com/4igNrh0
🤖 Made with AI
‼️AI WILL OUTTRADE US. SO WHY WILL PEOPLE KEEP TRADING?
@cryptomanran says people trade for entertainment as well as profit, so even superior AI agents won’t necessarily take away the appeal of winning and losing money.
“Humans are trading not only for profit. They're trading for fun and profit.”
“Remember, this is entertainment.”
“You're social trading for entertainment, for money.”
“The AI agents are gonna be much better than us. We can't beat them.”
Ft. @Kylechasse
‼️JUST IN: KROWN SAYS GOLD HAS TOPPED, COULD FALL BELOW $4,000.
@KrownCryptoCave says gold could drop toward $3,300 to $3,500 within two to four months, citing chart signals and the ten year cycle he tracks.
“I'm extremely bearish here, as I am on silver.”
“One of the biggest things in determining the top for gold was simply just a cycle.”
“I would not be surprised at all to see this thing in the next two to four months somewhere below or well below 4,000 bucks.”
“It's gonna be bounces along the way, of course.”
Ft. @alessandrorisk
Full Show: youtube.com/live/Tx4W7F5a48o…
‼️SAM’S MOVE TO ANTHROPIC COULD GIVE SUI AN ADVOCATE INSIDE THE AI COMPANY.
@EmanAbio says losing Sam is significant, but hopes he will champion Sui at Anthropic while remaining involved in the Move ecosystem.
“He should be our champion internally at Anthropic.”
“He's also part of a Move Foundation.”
“Sam is still gonna be very influential.”
“People still reach out to Sam with questions.”
Ft. @cryptomanran
Watch the Full Interview: youtu.be/Juwr2XEqzYE?si=9zFP…
IF AI CAN BREAK ALL CRYPTO SECURITY, WHEN WOULD IT EVER BE SAFE?
@_bendersgreat_ agrees with Justin Drake that crypto needs to prepare for security threats, but questions the idea of waiting until cryptography is safe from AI.
“I'm not arguing with the message. I'm arguing with the way it was delivered.”
“We need to be prepared.”
“In the world where AI can break all the cryptography, there is no post-AI cryptography.”
“Or at least there's no way to know that we are there.”
“There is always a question of, wait, but what if AI will be able to break what is available today?”
Ft. @therollupco @robbieklages
‼️JUST IN: ELON MUSK SAYS AI AND ROBOTS WILL DO EVERYTHING BETTER THAN HUMANS.
@elonmusk says people could still find happiness without needing to work, spending their time creating art, gardening or doing whatever they enjoy.
“There won't be anything that humans can do that the AI and the robots can't do better.”
“I think people will find ways to be happy.”
“You could certainly create art or whatever you feel like doing essentially.”
Ft. @kscope_nyc
Front Runners retweeted
The riskiest bag in Ran's portfolio is a coin that spells RIBBIT backwards.
$TIBBIR. I asked @cryptomanran from @crypto_banter how sure he is that it's tied to Ribbit Capital and Micky Malka, the fund that backed Coinbase and Robinhood early. He said 70%. I'm 100% sure.
By the end he was at 90%.
The catch? Nobody knows what they're building. Ribbit has never confirmed it. Every other coin he holds, he can price with a spreadsheet. This one is hope and a prayer.
Would you hold a coin on a 90% hunch?
Full video in comments 👇
‼️JUST IN: RAN NEUNER PREDICTS 15X TO 17X UPSIDE FOR ALTCOINS.
@cryptomanran says AI gives programmable crypto a use case that previous cycles struggled to establish. His bullish scenario puts altcoins outside the top 10 at 15x to 17x upside.
“We tried and we failed, and we tried and we failed, but we were always in an upward trend.”
“We found product market fit.”
“You can get to a 17x.”
Ft. @Kylechasse
‼️ANSEM PREDICTS AI WILL MAKE TRUSTED PEOPLE MORE VALUABLE.
@blknoiz06 says an internet crowded with AI agents will increase the value of established relationships, trusted opinions and knowing where people invest.
“In a world of AI, when there's a ton of these agents online and you don't know what's real…”
“You do know the people that you have had relationships with and have built your social graph with over the years.”
“There's gonna be a premium on those people and their opinions and where they're putting their money.”
Ft. @cryptomanran @token2049
FOMO CO-FOUNDER PREDICTS YOUR HOLDINGS WILL DEFINE SOCIAL MEDIA.
@paulerlanger says AI makes convincing posts and media easy to produce, increasing the value of seeing where people actually put their money.
“Anyone can come out with an intelligent statement by drafting a few messages with an LLM.”
“That's your actual belief.”
“You're only posting the things that you wanna post.”
“You actually can have full transparency to see what they do, and this is the beautiful thing that the blockchain enables.”
Ft. @cryptomanran @token2049
‼️JUST IN: DAN TAPIERO REVEALS HE REJECTED FTX DESPITE INVESTOR PRESSURE.
@DTAPCAP says FTX’s valuation was outside his range. He preferred buying Deribit at six to seven times net profit rather than FTX at roughly 50 times revenue.
“I had investors telling me, ‘Dan, you have to invest.’”
“There were some red flags. I didn't think he was a complete fraud.”
“We like Deribit better.”
“I had several LPs that went around me and invested directly into FTX.”
“We've passed on over 400 deals in the last six years.”
Ft. @KevinWSHPod
‼️ RAN NEUNER PREDICTS AI AGENTS WILL BRING GLOBAL MARKETS ONCHAIN.
@cryptomanran says a recent BlackRock report supports his thesis that blockchain rails are better suited to AI agent payments than traditional financial infrastructure.
“All markets are going to come onchain.”
“They're going to be traded not by humans, but by AI agents.”
“AI agents that have a trading velocity that is infinitely bigger than what humans can currently comprehend.”
Ft. @blockworksDAS
‼️JUST IN: solana:suifhC9gU1VbJAPYPTBkHJyyyStKGLLYPVDTmPoqbvA THREAT MONITOR FLAGS RISKS IN REAL TIME.
@EmanAbio says Sui Threat Intelligence is already monitoring the network, with free developer access and validator integration planned.
“Audit is just the beginning.”
“An always on system that is monitoring the network in real time.”
“Giving real time threat analysis to traders.”
“The plan is to make this available for developers so they can start using it for free.”
“Validators themselves can give a trust score or a risk score to that transaction.”
Ft. @cryptomanran
Full Interview: youtu.be/Juwr2XEqzYE
HEDGE FUNDS PROFIT FROM RETAIL’S EUPHORIA.
@MunchingMoez warns that access to news and information can make traders overestimate their edge.
“People believe they have an advantage more than they do.”
“Funds are successful because we're taking advantage of that euphoria.”
“We're like the casino.”
“For the most part, people leave that game a little more disgruntled than when they came in.”
Ft. @APompliano
‼️ SPACEX WILL BE THE FIRST $100 TRILLION COMPANY
@cryptomanran says Musk’s projection sparked excitement, alongside an even bigger prediction from futurist Peter Diamandis.
“Elon's talking about a trillion dollars in revenue by 2028.”
“the first $10 trillion company and the first $100 trillion company in the world.”
Full Show: youtube.com/live/Fp1TLWhvPWM
‼️ JUST IN: CAMERON SAYS ZCASH WILL WIN THE PRIVACY WAR.
The Cypherpunk co-founder @cameron expects a fight over financial privacy, but says decentralized private money will prove difficult to stop.
“I think there probably will be a war on privacy.”
“The question is not if, it's when.”
“I think that Zcash is unstoppable private money.”
“So I think we will win the war.”
Ft. @maxdesalle @tyler