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$TIBBIR - The devil is in the details.
Most people lose in crypto because they never look at the actual mechanics. They chase hype, narratives, KOL calls – and get absolutely slaughtered. The real edge is boring until it prints 100x-400x. Let me walk you through exactly how to separate the one winning horse from the thousands of scams.
First principle that almost never fails:
No TGE. No ICO. No pre-mine. Stealth, fair launch – exactly like Bitcoin was and this is the only way to really succeed.
Why does this matter so much? Because every single VC coin, every “strategic round”, every team allocation is future sell pressure timed for the worst moment. A true fair launch removes 95 % of the manipulation surface from day one. It forces real battle-testing of distribution. Weak hands, bots, snipers, paper-handed tourists – they all get washed out early. What remains is an extremely clean holder base that has already survived multiple 5-10x cycles internally. When real money finally notices, these are the coins that go parabolic because there is almost no one left to sell.
Now let’s be crystal clear on the two completely different categories.
Meme coins
100 % attention & liquidity game. Zero utility, zero revenue, zero fundamentals. They live and die by tweets and nothing else.
Real talk: there are exactly 4-5 accounts on this planet that can create a sustained meme coin pump in 2025:
@elonmusk, @realDonaldTrump, @cz_binance, maybe @heyibinance on a hot day.
That’s it. Full stop.
Everyone else is 100 % irrelevant noise.
Every single “crypto influencer” with 100k–2m followers is completely powerless when it comes to actually moving price. They can create a 2-5 minute wick, maybe a 30-100 % pump that lasts an hour, then it gets dumped straight into your bids while they post rocket emojis and “told you so” memes.
They know they’re nobodies.
You should know it too.
They keep the grift alive for one reason only: it’s their last remaining income source. No real job will take them, no VC wants them on payroll, so they have to pretend they still matter. They raid Telegram groups, coordinate paid trends, buy fake volume, pay each other for raids – all so they can sell their 5-20 % pre-bought bags into retail FOMO.
Classic cycle:
- KOL gets tipped or allocates early (always)
- Posts “undiscovered gem” at 500k-10 M MC
- His 500 clones copy-paste the same message
- You apes rush in
- They distribute the entire float in 2-6 hours
- Chart dies, they move to the next one
- Repeat 7 days a week
These people are not your friends.
They are professional exit liquidity providers, scammers and fraudsters.
And the worst part? They still can’t accept that the game completely changed in 2024-2025. Liquidity is now so concentrated that unless one of the five gods above tweets, the meme is dead on arrival. The era of midcurve KOLs pumping 1 M → 2 B coins is over forever. Those days are gone and they’re never coming back. That’s why 99.9 % of meme coins launched since mid-2024 are graveyards. The only ones still alive either got the golden tweet from a god-tier account or they’re slow rugs run by the same KOL circles.
Memes are lottery tickets.
Treat them as such.
If you’re buying because some blue-check with a cartoon avatar told you it’s the next $PEPE, just know you’re the exit liquidity.
$TIBBIR is the exact opposite of that circus – but that’s another story.
In the meme world, just remember: unless it’s tweeted by one of the five accounts above, it’s already dead. You’re just late to the distribution party.
Utility coins – the ones that actually generate revenue on chain.
Everyone says “utility will save us in the bear market”. Then 2022 happens and 99 % of them bleed worse than BTC. Why?
Because the crash has almost nothing to do with utility disappearing. Real usage (fees, TVL, oracle calls) usually stays flat or even grows in bear markets – look at Chainlink node payments or MakerDAO stability fees in 2022-23.
The real killer is always the same:
- Vesting schedules hitting exactly when liquidity is thinnest
- Treasury / ecosystem funds quietly selling to pay salaries
- Market makers unwinding delta hedges or just closing positions
That’s what forces the correlation. Tokens without these structural leaks massively outperformed in the last bear because no one was forced to sell.
This is why tokenomics > narrative 100 % of the time.
If a project has 20-40 % team + investors + ecosystem fund locked for 4-8 years, it doesn’t matter how “real” the product is – it will eventually dump on retail. It’s not evil, it’s just math. And when the team controls announcements and has a market maker on retainer, retail literally cannot win the timing game.
Fair-launch stealth projects destroy this model completely.
No one to front-run you. No coordinated dumps. Just pure holder conviction.
Everything I just described - KOL grifts, vesting bombs, treasury dumps, market-maker hedging, forced BTC correlation - literally cannot happen to $TIBBIR.
Zero unlocks, zero insiders, zero paid shillers, real revenue, real treasury, real Ribbit backing.
That’s not marketing. That’s structural impossibility.
$TIBBIR - Stealth launched on Base, 100 % fair, zero pre-mine, zero insider OTCs.
From day one all supply was in circulation, available for anyone.
That alone puts it in the top 0.01 % of all tokens ever created. But it gets better – way better.
On-chain proofs are public and undeniable:
- Micky Malka’s personal wallet (mickym.eth) funded the deployer that added liquidity
- 5 different SEC-registered Tibbir-named entities tied to the deployer (Tibbir Holdings LLC, Tibbir Investments LLC, Tibbir Trust, Tibbir Ventures LLC, Tibbir Capital Partners)
- The @ribbita2012 account is literally run by the Ribbit team
- Ribbit Token Letter 2024 and 2025 openly talk about the exact thesis $TIBBIR is executing
- Not even mentioning that the @ribbita2012 AI agent autonomously market-bought CryptoPunk #9098 for 89 ETH (~$300K+ premium at the time) after scanning all 10,000 Punks for the perfect frog-aesthetic match.
- dig into @altcoinist tweets if you want the rest of the rabbit hole
Even the greediest ruggers in history always create massive exit liquidity before they disappear: fake pumps, larp announcements, CEX listings, coordinated dumps, whatever it takes.
$TIBBIR has done the exact opposite for almost a year: no listings, no dumps, no insider selling, just quiet accumulation and treasury stacking.
The “stealth exit” FUD is pure copium from people who missed the run and can’t accept a real unicorn was born right in front of them.
Reality check: this isn’t an exit – it’s contributors finally going public with their positions. The exact opposite of a rug.
And we’re still at ~300 M MC with the product barely out of stealth.
30 B–50 B+ is not a meme, it’s the floor once the world wakes up.
We are nowhere near the top – we’re still in the first inning of the first game of the season.
Ask yourself a simple question: would Vlad Tenev (CEO of Robinhood), Micky Malka, or Ribbit Capital – one of the most successful fintech VCs ever – really risk their decades-long reputation for a couple million dollars exit? The answer is obviously no. This is not a VC extraction play. This is their actual long-term bet on the merger of fintech, AI agents, and crypto.
- Website just got fully rebranded and now fully match the exact aesthetic @ribbita2012 and $TIBBIR lore.
- The claimable soulbound NFTs, which was announced by @ribbita2012 is the same design coin, which is used on Ribbit Capital official website.
- Treasury is stacking hard – the official $TIBBIR developer/treasury wallet (0x80a8f11201bc1962d0dfff0a5b9c49b14bb2b7c2 on Base) currently holds 10.2558 cbbtc (roughly $1 M at current prices)
- Still no major spot CEX listings, still pure DEX liquidity, still organic and controlled. When those listings hit, the low float will ignite.
Most projects are built to extract you. $TIBBIR was built to survive you.
This is properly engineered – not random degen engineering, but deliberate, long-term architecture built by people who have already won at the highest levels of fintech and crypto. The KYA (Know-Your-Agent) moat is something the market hasn’t fully priced yet. In a world where AI agents will custody and move billions on chain, trust becomes the single biggest bottleneck. Ribbit wrote the playbook on this exact problem in their 2025 letter. $TIBBIR is the execution layer. Every single dip for the past months has been absorbed instantly. There are no faceless market makers dumping. Every sell you see is a named whale taking profit – and every single one of those sells gets eaten by bigger hands within minutes. Real whales do not FOMO into 5k MC lotteries. They accumulate quietly at 100 M, 200 M, 500 M+ because it feels safe and legitimate. Sitting at ~300 M market cap right now with zero future unlocks, this utility token has a massive addressable market and real revenue generation – meaning it runs its own independent cycle. While everything else bleeds in the next bear, $TIBBIR will be quietly stacking treasury and marching straight to 30B–50B+ valuations on pure product adoption, completely detached from BTC cycles.
This is not a bear market. This is the purge phase where weak hands and tourists leave and the real holders load up. Frogs aren’t jumping ship – they’re doubling and tripling down.
If you’ve been in $TIBBIR since the early days, you’ve already made life-changing money. Most people are just sitting on moonbags now. The game stopped being about “making it” months ago – now it’s about not screwing it up by over-trading. Best thing you can do: hold and buy every dip. This is not a chart to trade. The worst mistake you can possibly make is selling chunks right before the actual catalysts hit – dev reveals, product launches, listings, partnerships.
$TIBBIR is quietly filling a segment that literally did not exist two years ago: the convergence of fintech, AI agents, and crypto at scale. There is no competition in the current top 10-20 for what is coming. Every holder is a market maker here. Your behavior literally builds the chart brick by brick. You can’t kill it, but your conviction decides how fast and how strong the next leg up will be. There will never be a need to dump this into a bear market because the distribution is already pristine and the revenue of this segment is real and extremely high. Future partners (and Ribbit has plenty) will market-buy $TIBBIR to actually use it, not to flip it. Price appreciation will be the side quest for investment funds and potential ETFs. This feels exactly like early Bitcoin felt to the people who got it before the world did.
Micky Malka was one of those people – he watched Bitcoin from day one (backed Coinbase right at seed, led Robinhood's Series A, and straight-up saved it from collapse in 2021 with a $3.4B emergency lifeline when the world was imploding)
That’s why he built $TIBBIR the exact same way: no ICO, no pre-mine, no VC allocations, 100% fair from block one. Same philosophy, same stealth playbook, same winner-take-all mindset.
History doesn’t repeat, but it rhymes – and right now it’s rhyming hard.
The future belongs to rebels.
@mickymalka, keep building.
GL, HF. 🐸
World is Fair = World is Flat
WIF coded
We're thrilled that a dedicated Robinhood Chain track will be featured in Crypto World's Fair, spotlighting the growing eco being built with @RobinhoodCrypto.
$25k will be awarded across the top 5 startups integrating with Robinhood Chain.
Join online: colosseum.com/worldsfair
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“Simple can be harder than complex… But it’s worth it in the end because once you get there, you can move mountains.”
- Steve Jobs
$WIF
CA: 0x5173b8eA6923c2d40267890D45C46a3480954773
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Tuesday?
Thursday?
Tomorrow?
$WIF weeeeeeeeen ?
CA: 0x5173b8eA6923c2d40267890D45C46a3480954773
I like to play
$WIF mode
haya !
Community is everything.
More than 1,100 holders already share Ownership in what $WIF is becoming.
"We wanted to ensure that $WIF's launch was fair and accessible to everyone, rather than being controlled by a select group of VCs.
This approach aligns with our vision for a more decentralized and inclusive financial system."
Step 1 - like.
Step 2 - follow.
Step 3 - ?? :))
$WIF lore is very deep.
CA: 0x5173b8eA6923c2d40267890D45C46a3480954773
$WIF
CA: 0x5173b8eA6923c2d40267890D45C46a3480954773
Every world has its characters.
Every story has its rails.
Every movement needs a place to begin.
$WIF, powered by @ponsdotfamily.
Built on @RobinhoodApp Chain.
Inspired by @vladtenev.
🪙Main storyline loading. Full map unlocking.🪙
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$OPAL - a gem by definition. A winner by design.
The name alone should tell you something.
Coincidence? I don't think so.
Summer is amazing, just came home from the beach and ready to shit talk again :D before I will have some beers and will grill some steaks (I know, you don't give a fuck :D)
as you can see - Bitcoin crashed, whole crypto market is red, but those tokens I recommended - quite decoupling from the whole market, huge accumulation is happening right now, they do really great, preparing for a massive move to the UP.
I hope you followed my advice from this post teapaw.org/ContentIsHot/status/20… and swapped your shitcoins to $TIBBIR and $OPAL.
The whole purpose of the post was to make you free, lock out and make you also enjoy the summer time, instead of gambling non-stop and just watching your port go down.
the reason is simple - when hype dies, memecoins die with it - you can include useless utility tokens here.
$TIBBIR and $OPAL have something memecoins don't - fundamentals that attract accumulation regardless of what the market does.
everyone knows $TIBBIR and those, who have eyes and are not lazy to read and research a bit, are not missing it, but let's get more to $OPAL, because majority is still missing it (future unicorn at 3.56m MC lol)
I said OPAL is a gem in a title, but unfortunately, the gem word is quite cooked in the crypto space, due to all the KOLs and garbage shillers, who overused this word, but time to fix it.
as I explained in this post - teapaw.org/ContentIsHot/status/20… "Market healing itself, as always common sense wins. Bet on those, who REALLY build"
and here: teapaw.org/ContentIsHot/status/20… "the best performing tokens were always the ones with real fundamentals - revenue-generating projects with tokenomics built to grow token value over time."
lol, man, doesn't $HYPE prove it for you? don't $MORPHO, $AAVE, $VIRTUAL, $LINK and many others create a pattern in your head?
it's new meta, market healing itself for real.
and once you understand that, most of the old narratives suddenly stop making sense anymore.
all these useless L1s with 12 users, dApps that rugged your own money back at you, web3 socials O_o, DAOs voting $50M on a logo, move-to-earn where you sweated for a rug - MUST GO AWAY.
You vote with your money and eventually dumb money is exhausted, because if it worked, it would continue, but it's stopping for a reason.
capital always tells the truth eventually.
narratives come and go, but money flows where value is actually being created.
yeah and privacy coins - you seem to be literally retarded, if you believe such nonsense, you can't realize what Chainalysis/TRM Labs/CipherTrace and other Crypto Forensics companies can dig on you, especially if you did a massive crime and FBI/DOJ/SEC will step in.
Just watch what Kim Jong Un gang and crypto criminals really do use for their operations, facts don't lie.
memecoins are another story, but as you can see, major CEXes don't list them organically at all, and those teams, despite having CEX listing offers on the table, don't pay for listings + market became so ruthless and KOLs and farmers so rekt -> they became too greedy and not allowing anything to run - nobody bagworks and those, who run memes don't see potential themselves, @WhiteWhaleLabs tried to run $WHITEWHALE, did good, it went 200m$ mc, but eventually he gave up, you can't only get so far on motivation alone - when the investment outweighs the potential return, it stops making sense. And judging by everything, he's not a stupid guy - he did the math and realized the numbers didn't add up.
which brings us back to the real question - if old narratives are getting exhausted, where is smart money rotating next?
bro, it's still too early, $OPAL sitting at 3.56m$ MC, you can still make it.
tbh I am quite surprised, what @pumpfun did with their hackathon.
they frontrunned the whole market - Base, BNB, other Solana launchpads and players and they ran an amazing event, giving you vetted projects on a plate.
they did deep due diligence on each participant to choose winners -> filtered out garbage and scammers.
to receive an investment and move forward as a winner - @pumpfun expected a legal structure ("Participant Entity") and had requirements around ownership and token holdings. -> even better filtering.
in other words, the market literally handed you a pre-filtered list of projects. The hard part wasn't finding opportunities - it was identifying which winner had the biggest upside.
all you had to do was just dig through hackathon winners, choose the best and ape. I researched all of them, quite deeply - I treat my money with respect, as I am fully dedicated to keep winning in crypto, no matter the market.
after spending hundreds of hours researching all of them, $OPAL stood out the most to me. It felt like the most established project in the cohort, with a strong foundation, clear execution, and massive upside potential.
and that's exactly why I keep coming back to OPAL every single time I compare it against everything else in the cohort.
don't take my word for it.
everything below is public information - spend 20 minutes reading it yourself and come to your own conclusion:
Thesis - teapaw.org/ContentIsHot/status/20…
Alpha, first VC cheque + business formation timeline - teapaw.org/ContentIsHot/status/20…
Partnership with LPL and first revenue - teapaw.org/ContentIsHot/status/20…
GitHub activity - what Josh is building teapaw.org/ContentIsHot/status/20…
OpenAI HQ showcase - teapaw.org/ContentIsHot/status/20…
OPAL is Tim Draper's favourite project - teapaw.org/ContentIsHot/status/20…
Existing/potential clients & TAM - teapaw.org/ContentIsHot/status/20…
Google Cloud & Opal - teapaw.org/ContentIsHot/status/20…
ACE round - teapaw.org/ContentIsHot/status/20…
Interview with MCGlive MUST READ - teapaw.org/ContentIsHot/status/20…
$OPAL Thesis/Roadmap > Hype - teapaw.org/ContentIsHot/status/20… O
PAL Business model - Medal 2.0 on crypto rails - teapaw.org/ContentIsHot/status/20…
DO NOT BE LAZY. REALLY READ IT. ABSORB IT.
now put all those pieces together and ask yourself one simple question.
then tell me - do there exist any better project than $OPAL?
- amazing project with huge total addressable market, @pumpfun hackathon winner, Delaware C-Corp, first $250K cheque received, ACE round - nearest time, VCs lined up - Floodgate, Pantera Capital, Emergence Capital, LPL as one of the first clients and they already generate revenue, Google Cloud as infrastructural partner - huge grant coming, pitched live in front of @sama and won, warm relationships with @OpenAI and @OpenAIDevs, data loop & flywheel are public, iPhone application is already made and sent for approval to AppStore, I could forget something, but you know why - because there is sooooo much about them, it's hard to remember everything :D
and that's exactly why the current valuation makes so little sense to me.
come on bro. escape the matrix, it's your golden ticket.
the fundamentals are one thing.
market behaviour is another - and both are telling the same story:
since we hit $6M ATH and retraced, over 8% of total supply changed hands. $350K+ was deployed buying the dip. without that absorption - we would not be at $3.5M, we would be looking at sub-$1M MC.
what do they know? who is buying OPAL and why?
hehe, follow the smart money.
I am not writing it to actually shill it to you, I just like what I do :D
so it's up to you - to join the ride or to fumble again and then keep crying in the casino.
Choose your pill.
Bet on those, who really understand the crypto, build, deliver and the most important part - will build a crypto project with REVENUE, which will support the tokenomics.
$OPAL is the one, most undervalued utility gem on @solana.
$OPAL
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
gl, hf
P.S. OPAL is really beautiful gem - pic related :D
$OPAL is the most asymmetric bet on @solana right now.
Josh literally named the proven business model in the interview.
his exact words on @MCGlive stream: "we started with kind of the gaming layer, which is a very similar model to what Medal.tv does" (teapaw.org/MCGlive/status/2060108…)
anon, sit down.
let me explain why this one sentence is massive.
Peter Thiel @peterthiel wrote a book called "Zero to One" - one of the most important books in Silicon Valley.
the core idea: the hardest thing in business is going from 0 to 1 - proving something works for the first time.
Medal.tv @Medal_TV already did that.
$85.5M raised from 22 institutional investors, had $500M acquisition offer from OpenAI, fully proven business model.
$OPAL doesn't need to go from 0 to 1.
they are going from 1 to n - taking the proven model, paying the users, adding crypto rails, and scaling it to every game, every swipe, every behavioral signal on the planet.
$OPAL is literally Medal.tv 2.0, having it's Apple moment and it's sitting at $3.2M MC.
/what is Medal.tv @Medal_TV:
-gaming clip platform - 3 billion+ clips recorded
-raised $85.5M across 5 rounds (Seed → Series D)
-investors: OMERS Ventures, Horizons Ventures, Samsung NEXT @SamsungNext, PEAK6 and 17 more
-$333M valuation (last round July 2024, confirmed by TechCrunch)
-General Intuition research lab - turns gameplay clips into spatial intelligence AI models (hehe)
-OpenAI @OpenAI reportedly offered $500M to acquire them. founder turned it down - he sees huge potential.
and you know what Medal.tv @Medal_TV does NOT do?
pay users a single dollar for the behavioral data they generate.
users upload clips -> Medal.tv captures the data -> gameplay actions, spatial decisions, controller inputs -> and feeds it into their General Intuition AI research lab to build spatial intelligence foundation models.
22 institutional investors get rich off that data, users get nothing - classic web2 playbook.
/what $OPAL does differently:
-captures richer data - real-time decisions, reactions, voice, keystrokes, not just clips.
-pays users automatically via crypto rails - zero friction, instant payouts
-TikTok swiping layer on top for non-gamers, normies, non-crypto.
-licenses directly to AI labs
-players generate the data -> players get paid -> labs get what they need
Major upgrade from the Medal.tv @Medal_TV model - gamers get paid for their gameplay, TikTok style app users get paid for their time !
everyone wins - all on crypto rails with AI.
Medal.tv users don't even know they're leaving money on the table - web2 never gave this choice to get paid.
but when OPAL drops the app - and it's sitting in the App Store waiting for Apple approval right now - onboarding will be instant.
you play your game/you swipe your feed - you get paid.
that's it.
no crypto knowledge needed - just open the app and earn.
that's how you onboard millions.
oh, and before I forget -
LPL @lplenglish - world's largest esports league - already a paying client (I don't think you still get how big it is)
contracts executed. revenue confirmed by Josh on April 18. not a "partnership post." real money already hitting.
Josh building the same proven business model as Medal.tv - but flipped the value back to the users.
that's the whole game.
Medal.tv built a $333M company by keeping all the value.
OPAL will build a billion dollar company by giving it back.
that's not just a better model - that's why it wins.
Medal.tv: $85.5M raised. 333M$ valuation. had $500M acquisition offer from OpenAI.
still doesn't pay users.
$OPAL: $3.2M MC.
*will pay users.
*crypto rails.
*AI lab pipeline.
*already has paying clients.
*Delaware C-Corp, SEC-registered.
*15+ hackathon wins.
*Google Cloud @googlecloud infrastructural partner - BIG grant incoming.
*iPhone app submitted to Apple - approval imminent.
*VC meetings happening right now. Floodgate @floodgatefund in-person June 16.
*ACE round — upcoming days.
the proven model exists. the acquirer is already known.
the price is still a joke.
and you're still looking at dog coins? :D
P.S. price dropped to $3.2M MC.
thesis has not changed. every catalyst still intact.
if anything it's just a better entry than yesterday.
don't get emotional. don't jeet your conviction play because of some red candles.
buy more to average down your entry, if you top blasted and just hold and chill, if you already fully ported.
the guys who faded $MORPHO, $HYPE, $AAVE at the first dip are still coping.
don't be that guy.
gl, hf
$OPAL
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
P.S. solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump was created specifically for @pumpfun hackathon - not like the majority of winners who existed months before and adapted.
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump tokenomics were designed from scratch to match exactly what @pumpfun required - built to keep winning.
most projects had to patch their tokenomics around existing decisions.
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump had none of that baggage. super fucking CLEAAAAAAAAAAAN
Understand why it matters and let that sink in.
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$OPAL is the most asymmetric bet on @solana right now.
Josh literally named the proven business model in the interview.
his exact words on @MCGlive stream: "we started with kind of the gaming layer, which is a very similar model to what Medal.tv does" (teapaw.org/MCGlive/status/2060108…)
anon, sit down.
let me explain why this one sentence is massive.
Peter Thiel @peterthiel wrote a book called "Zero to One" - one of the most important books in Silicon Valley.
the core idea: the hardest thing in business is going from 0 to 1 - proving something works for the first time.
Medal.tv @Medal_TV already did that.
$85.5M raised from 22 institutional investors, had $500M acquisition offer from OpenAI, fully proven business model.
$OPAL doesn't need to go from 0 to 1.
they are going from 1 to n - taking the proven model, paying the users, adding crypto rails, and scaling it to every game, every swipe, every behavioral signal on the planet.
$OPAL is literally Medal.tv 2.0, having it's Apple moment and it's sitting at $3.2M MC.
/what is Medal.tv @Medal_TV:
-gaming clip platform - 3 billion+ clips recorded
-raised $85.5M across 5 rounds (Seed → Series D)
-investors: OMERS Ventures, Horizons Ventures, Samsung NEXT @SamsungNext, PEAK6 and 17 more
-$333M valuation (last round July 2024, confirmed by TechCrunch)
-General Intuition research lab - turns gameplay clips into spatial intelligence AI models (hehe)
-OpenAI @OpenAI reportedly offered $500M to acquire them. founder turned it down - he sees huge potential.
and you know what Medal.tv @Medal_TV does NOT do?
pay users a single dollar for the behavioral data they generate.
users upload clips -> Medal.tv captures the data -> gameplay actions, spatial decisions, controller inputs -> and feeds it into their General Intuition AI research lab to build spatial intelligence foundation models.
22 institutional investors get rich off that data, users get nothing - classic web2 playbook.
/what $OPAL does differently:
-captures richer data - real-time decisions, reactions, voice, keystrokes, not just clips.
-pays users automatically via crypto rails - zero friction, instant payouts
-TikTok swiping layer on top for non-gamers, normies, non-crypto.
-licenses directly to AI labs
-players generate the data -> players get paid -> labs get what they need
Major upgrade from the Medal.tv @Medal_TV model - gamers get paid for their gameplay, TikTok style app users get paid for their time !
everyone wins - all on crypto rails with AI.
Medal.tv users don't even know they're leaving money on the table - web2 never gave this choice to get paid.
but when OPAL drops the app - and it's sitting in the App Store waiting for Apple approval right now - onboarding will be instant.
you play your game/you swipe your feed - you get paid.
that's it.
no crypto knowledge needed - just open the app and earn.
that's how you onboard millions.
oh, and before I forget -
LPL @lplenglish - world's largest esports league - already a paying client (I don't think you still get how big it is)
contracts executed. revenue confirmed by Josh on April 18. not a "partnership post." real money already hitting.
Josh building the same proven business model as Medal.tv - but flipped the value back to the users.
that's the whole game.
Medal.tv built a $333M company by keeping all the value.
OPAL will build a billion dollar company by giving it back.
that's not just a better model - that's why it wins.
Medal.tv: $85.5M raised. 333M$ valuation. had $500M acquisition offer from OpenAI.
still doesn't pay users.
$OPAL: $3.2M MC.
*will pay users.
*crypto rails.
*AI lab pipeline.
*already has paying clients.
*Delaware C-Corp, SEC-registered.
*15+ hackathon wins.
*Google Cloud @googlecloud infrastructural partner - BIG grant incoming.
*iPhone app submitted to Apple - approval imminent.
*VC meetings happening right now. Floodgate @floodgatefund in-person June 16.
*ACE round — upcoming days.
the proven model exists. the acquirer is already known.
the price is still a joke.
and you're still looking at dog coins? :D
P.S. price dropped to $3.2M MC.
thesis has not changed. every catalyst still intact.
if anything it's just a better entry than yesterday.
don't get emotional. don't jeet your conviction play because of some red candles.
buy more to average down your entry, if you top blasted and just hold and chill, if you already fully ported.
the guys who faded $MORPHO, $HYPE, $AAVE at the first dip are still coping.
don't be that guy.
gl, hf
$OPAL
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
Today on MCG: @opalbotgg ft. @qtzx06 | $OPAL
Opal is a behavioral data company turning consumer apps into detailed data pipelines for AI labs
Today's conversation covered:
03:44 - About the team
06:12 - @OpenAI presentation generated 3M+ @LinkedIn impressions and jump started everything
10:14 - The Opal thesis
13:14 - Starting with gaming, TikTok-style swipe app launching soon with crypto rails
18:51 - ACE round closed mid interview 🚨
25:25 - @solana relationship
27:39 - @RampCapitalLLC as an institutional financial partner
28:50 - Institutional grants on the way
35:25 - How far can $OPAL go?
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump - ACE ROUND 100% confirmed.
somehow we all missed it - the best crypto lawyer on CT confirmed solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump ACE round on record.
two weeks ago.
let me give you two independent on-record confirmations.
confirmation #1 - Joshua Lin @qtzx06 (OPAL co-founder) confirmed ACE round live on @MCGlive stream - May 28, 2026 (teapaw.org/MCGlive/status/2060108…)
confirmation #2 - Gabriel Shapiro @lex_node (MetaLeX @MetaLeX_Labs founder) the best crypto lawyer on CT. 16+ years corporate law. AM Law 10/20 firms. worked on the Facebook/WhatsApp deal personally. built the ACE mechanism from scratch.
on May 15, 2026 - two weeks before Josh confirmed it - Gabriel named @opalbotgg publicly on the @MCGlive official tweet alongside Pumpcade, Blox and Polyfactual as projects using ACE round.
his exact words on stream: "We're tokenizing Opal. Opal's choosing Ace Round."
source: teapaw.org/MCGlive/status/2055400… date: May 15, 2026
two independent sources.
both on record - this is not a rumor. ACE round happening!
now let's talk about what this actually means.
most people think ACE = token goes up.
it is, but the real bull case is much bigger than that!!!
think bigger!
*token -> SAFEs (we are here - pre-seed stage. first $250K institutional cheque already closed, $10M post-money valuation on SEC filing. ACE round not yet open to public. announcement imminent.)
*next step -> equity (SAFEs convert to actual equity shares at the first priced round - Series A, the first major VC investment round with a formal company valuation. this is when Floodgate @floodgatefund, Emergence Capital @emergencecap, Pantera @PanteraCapital formally come in with a term sheet. meetings already happened. June 16 Floodgate in-person visit confirmed. @TimDraper hello!)
*step after -> Series A (this is where the company gets a formal dollar valuation agreed by VCs. typical AI data company Series A in 2026 - $20M-$100M+ valuation. SEC post-money is already $10M at pre-seed. Series A would be a significant step up from here.)
*end game -> IPO or acquisition (behavioral data company with AI lab clients, Google Cloud @googlecloud partnership, LPL @lplenglish revenue, and institutional backing. the acquirers are sitting right there - OpenAI @OpenAI ($852B), Google @Google ($2T+), Microsoft @Microsoft ($3T+), Meta @Meta ($1.4T+). Gabriel Shapiro @lex_node - the man who did Facebook/WhatsApp M&A - built the legal rails for exactly this outcome.)
if you hold solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump tokens and convert via ACE - you are not just buying a utility coin.
you are converting your tokens into SAFEs in a Delaware C-Corp - the same type of legal agreement institutional investors use, but available to token holders for the first time.
retail gets in before the company is formally priced at Series A.
the token is currently sitting at $5M MC - while pump.fun @Pumpfun, the most well-funded launchpad in crypto, already valued it at $10M when they wrote the $250K cheque.
you are buying at a 50% discount to where the first institutional money came in.
a company with a legitimate path to Series A -> IPO -> or acquisition by one of the largest companies on the planet.
retail has never had access to this at this stage. ever.
this is what legitimacy looks like in crypto in 2026.
how is this even sitting at $5M MC right now?!?
we are more than crypto degens with solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump - we are future early shareholders in a company that is building the data infrastructure for the next generation of AI.
and don't forget - we will be the first users of the app. literally scrolling, playing games and getting paid for it :D vid related, RHLF my life :D
yeah bro, heard you not buying solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump, as you bought a utility coin with real catalysts - Discord server and a Telegram group COMING SOON :DDDDDD
we are all gonna be fucking rich!!!
gl,hf
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
Read more:
Thesis - teapaw.org/ContentIsHot/status/20…
Alpha, first VC cheque + business formation timeline - teapaw.org/ContentIsHot/status/20…
Partnership with LPL and first revenue - teapaw.org/ContentIsHot/status/20…
GitHub activity - what Josh is buildinghttps://teapaw.org/ContentIsHot/status/2059647506900803891
OpenAI HQ showcase - teapaw.org/ContentIsHot/status/20…
OPAL is Tim Draper's favourite project - teapaw.org/ContentIsHot/status/20…
Existing/potential clients & TAM - teapaw.org/ContentIsHot/status/20…
Google Cloud & Opal - teapaw.org/ContentIsHot/status/20…
ACE round - teapaw.org/ContentIsHot/status/20…
Interview with MCGlive MUST READ - teapaw.org/ContentIsHot/status/20…
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump Thesis/Roadmap > Hype - teapaw.org/ContentIsHot/status/20…
This quoted post is unavailable.
hey yo @blknoiz06 @tulipking @notthreadguy @cobie
when was the last time you actually called something low MC and went ruthless on it?
give every normie a shot to ride with you like a GOAT.
ask yourself your a question ARE YOU THE GOAT or just another KOL ?
time to remember where you came from :D how you all started.
I really want you to take a serious look at @opalbotgg - Opal Intelligence Labs.
/The utility - read this twice:
-think TikTok-style app meets AI agent living inside your game.
while you scroll and play - Opal captures behavioral data that AI labs, robotics companies, and autonomous vehicle manufacturers pay millions for and have no other way to get at scale.
you just scroll. you just play. the money hits your wallet automatically.
you are not the product. you get paid.
iPhone app submitted to Apple. coming very soon.
/Why this isn't your usual low MC play:
-fully doxxed team. Delaware C-Corp. SEC Form D filed May 6. public paper trail - sec.gov/Archives/edgar/data/…
-Founder, main dev/builder - Joshua Lin, (@qtzx06), qtzx.dev / co-founder - Stephen Hung (@stpnhh), stephenhung.me:
- 15+ hackathon wins. won OpenAI Codex hackathon. pitched live in front of @sama. won.
-Floodgate @floodgatefund - @annimaniac emailed Josh first. inbound. in-person SF meeting already done.
-Emergence Capital @emergencecap - meeting confirmed same week. $1.5B+ AUM. seeded Zoom, Salesforce, GitLab.
-LPL @lplenglish - world's most decorated LoL league. 400M+ users. contracts executing. first revenue live April 18.
-Google Cloud @googlecloud Infrastructure Partner + Huge grant coming soon- formal HQ meeting, Austin,
-OpenAI HQ showcase @OpenAIDevs - May 27. main stage. OpenAI used their photo as the event cover.
-$10M post-money valuation. $250K institutional cheque already closed. round still open.
-GitHub: darkest green of the year in May 2026. every single commit - private repos.
Floyd "Money" Mayweather @FloydMayweather has printed close to a billion without reading skills.
I bet you have reading skills.
20 minutes. read the DD. ape it. make the open call.
fuck those who say you're a top caller - they have no conviction. you do.
/20 min read:
-Thesis - teapaw.org/ContentIsHot/status/20…
-Alpha, first VC cheque + business formation timeline - teapaw.org/ContentIsHot/status/20…
-Partnership with LPL + first revenue - teapaw.org/ContentIsHot/status/20…
-GitHub activity - teapaw.org/ContentIsHot/status/20…
-OpenAI HQ showcase - teapaw.org/ContentIsHot/status/20…
-Tim Draper's favourite project - teapaw.org/ContentIsHot/status/20… @a1lon9
-Existing/potential clients & TAM - teapaw.org/ContentIsHot/status/20… -
Google Cloud & Opal - teapaw.org/ContentIsHot/status/20…
-ACE round - teapaw.org/ContentIsHot/status/20…
-MCGlive interview MUST READ - teapaw.org/ContentIsHot/status/20…
-$OPAL Thesis/Roadmap > Hype - teapaw.org/ContentIsHot/status/20…
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
Web: opalbot.gg
X: @opalbotgg
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump - conviction play.
☕️gm gm, anon hope you gonna have a great weekend, some Saturday post for you:
the most popular mistake you can do with a utility play is selling too early.
why does majority sell too early?
there are a couple of reasons they don't understand about utility projects:
1.fundamental difference with memecoins - they are not purely attention/hype based. you are not following social trends and predicting possible events. every catalyst in utility coins - better we call them roadmap steps - supports the fundamentals and brings the project closer to generating or increasing revenue, depending on the stage → makes the project really more valuable for big smart money, who buys supply or invests in size, which pushes the project higher and higher.
2.they blindly follow and copy-trade KOLs/traders thinking they know everything - in reality they don't. majority just follow volume and sell when it fades. when you follow that technique you get cooked for a simple reason - they trade in size and you following their trade makes you always too late. use them only as signals to spot interesting projects or you ngmi.
3.they sell early because they borrow conviction from other people - KOLs, traders etc - and never dig in themselves. they don't read posts longer than 2 sentences and don't understand the whole picture and thesis of the play.
-> all this leads to emotional investing. you get stressed, you panic at a small retracement or when some KOL sold and you jeet. when in reality the thesis remains the same and crypto volatility is fully normal.
be smarter, lil friend. make conclusions:
*find all available information for your utility project
*never ape bundled VC coins - ape only purely launched on legit platforms (@pumpfun is not bad, blame the farmers, not the launchpad)
*research, always keep questioning yourself before you have the whole picture - who is the team, what did they do in the past, what's the roadmap, what have they already built
*build up your own conviction so nobody or nothing can shake you out (don't rely on your crypto friends - 99% of them will be farmers and the first ones to dump on you. it takes real time to find your real crypto bros)
*buy and HOLD - yes, HOLDing always brings the biggest gains in the best projects (you already did the research - you found it and you are sure it's the one)
*treat every retracement as a good discount to accumulate more, especially when you know you are really early roadmap-wise. don't pay too much attention to MC - a $100M MC coin has the same chances to do 50x-100x as a $1M MC coin
the only red flags for utility plays:
*team does not deliver or roadmap is not being executed without reasonable explanations (keep it real - life is complicated. don't sell if something is delayed 2-3 days or there is a macro dump. be reasonable)
now let's go through solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump.
does it meet every criteria I just described?
*team - who are they and what did they do:
-Joshua Lin, (@qtzx06), qtzx.dev / co-founder - Stephen Hung (@stpnhh), stephenhung.me, two UCSD/Berkeley founders who have been coding together since age 12.
-20 hackathons. 15 wins.
-judged by Sam Altman and Greg Brockman at OpenAI HQ.
-Stanford AI research background.
-open GitHub with 11,000+ contributions per year.
-this is not anonymous - this is one of the most proven young builder teams in crypto right now.
*what they already built:
-live AI gaming agent - joins your Discord, plays alongside you in real time
-behavioral data pipeline capturing decisions, reactions, movements at scale
-Birdeye integration live - on-chain data flowing
-first revenue confirmed - contracts executed
-iPhone app submitted to Apple - waiting for approval
*roadmap execution - no delays, only acceleration:
/business formation catalysts: Delaware C-Corp incorporated. SEC Form D filed. first $250K institutional cheque closed April 23. Rho business bank account opened. Ramp partnership active.
/revenue catalysts: first revenue confirmed. LPL - world's largest esports league - live demos completed, contracts executed. Google Cloud infrastructural partnership locked in, grant incoming, next meeting June 2nd.
/institutional catalysts: in major talks with Floodgate, Emergence Capital, Pantera Capital, a16z, Google Cloud. Ann Miura-Ko - who mentored founders of Snap, Instagram, Twitter - reached out to Josh first. in-person meetings already happened and scheduled. VC announcement coming.
/community catalysts: ACE round incoming - token holders convert to SAFEs, same seat at the cap table as VCs. supply locks up before VC announcement.
/product catalysts: iPhone app Apple approval incoming. app = first consumer product live = real revenue scaling = real users = real data = real licensing to AI labs.
/validation catalysts: presented at OpenAI HQ May 27. OpenAI and Cerebral Valley engaged only with @opalbotgg out of every project at the showcase. Tim Draper called it his favourite project at the pump.fun hackathon. UCSD officially acknowledged the team.
thesis remains exactly the same.
don't overcomplicate your investing,
don't get emotional.
nothing has changed. everything is being executed.
the party has not even started.
position yourself before 99.99% of CT, yeah, they are always late, trust me, majority does not know or do not believe in solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump yet
don't confuse my posts with your regular KOLs - I am not shilling or hyping you. I have no pull to do it, too small :D just read and verify everything, as always.
stop clicking. keep researching.
bet on young builders-maniacs :D who can't stop shipping - vid related
gl, hf
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
P.S. I could have missed some stuff, so grab your coffee and go through the posts below for the full picture of everything already happening:
Thesis - teapaw.org/ContentIsHot/status/20…
Alpha, first VC cheque + business formation timeline - teapaw.org/ContentIsHot/status/20…
Partnership with LPL and first revenue - teapaw.org/ContentIsHot/status/20…
GitHub activity - what Josh is buildinghttps://teapaw.org/ContentIsHot/status/2059647506900803891
OpenAI HQ showcase - teapaw.org/ContentIsHot/status/20…
OPAL is Tim Draper's favourite project - teapaw.org/ContentIsHot/status/20…
Existing/potential clients & TAM - teapaw.org/ContentIsHot/status/20…
Google Cloud & Opal - teapaw.org/ContentIsHot/status/20…
ACE round - teapaw.org/ContentIsHot/status/20…
Interview with MCGlive MUST READ - teapaw.org/ContentIsHot/status/20…
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump - conviction play.
☕️gm gm, anon hope you gonna have a great weekend, some Saturday post for you:
the most popular mistake you can do with a utility play is selling too early.
why does majority sell too early?
there are a couple of reasons they don't understand about utility projects:
1.fundamental difference with memecoins - they are not purely attention/hype based. you are not following social trends and predicting possible events. every catalyst in utility coins - better we call them roadmap steps - supports the fundamentals and brings the project closer to generating or increasing revenue, depending on the stage → makes the project really more valuable for big smart money, who buys supply or invests in size, which pushes the project higher and higher.
2.they blindly follow and copy-trade KOLs/traders thinking they know everything - in reality they don't. majority just follow volume and sell when it fades. when you follow that technique you get cooked for a simple reason - they trade in size and you following their trade makes you always too late. use them only as signals to spot interesting projects or you ngmi.
3.they sell early because they borrow conviction from other people - KOLs, traders etc - and never dig in themselves. they don't read posts longer than 2 sentences and don't understand the whole picture and thesis of the play.
-> all this leads to emotional investing. you get stressed, you panic at a small retracement or when some KOL sold and you jeet. when in reality the thesis remains the same and crypto volatility is fully normal.
be smarter, lil friend. make conclusions:
*find all available information for your utility project
*never ape bundled VC coins - ape only purely launched on legit platforms (@pumpfun is not bad, blame the farmers, not the launchpad)
*research, always keep questioning yourself before you have the whole picture - who is the team, what did they do in the past, what's the roadmap, what have they already built
*build up your own conviction so nobody or nothing can shake you out (don't rely on your crypto friends - 99% of them will be farmers and the first ones to dump on you. it takes real time to find your real crypto bros)
*buy and HOLD - yes, HOLDing always brings the biggest gains in the best projects (you already did the research - you found it and you are sure it's the one)
*treat every retracement as a good discount to accumulate more, especially when you know you are really early roadmap-wise. don't pay too much attention to MC - a $100M MC coin has the same chances to do 50x-100x as a $1M MC coin
the only red flags for utility plays:
*team does not deliver or roadmap is not being executed without reasonable explanations (keep it real - life is complicated. don't sell if something is delayed 2-3 days or there is a macro dump. be reasonable)
now let's go through solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump.
does it meet every criteria I just described?
*team - who are they and what did they do:
-Joshua Lin, (@qtzx06), qtzx.dev / co-founder - Stephen Hung (@stpnhh), stephenhung.me, two UCSD/Berkeley founders who have been coding together since age 12.
-20 hackathons. 15 wins.
-judged by Sam Altman and Greg Brockman at OpenAI HQ.
-Stanford AI research background.
-open GitHub with 11,000+ contributions per year.
-this is not anonymous - this is one of the most proven young builder teams in crypto right now.
*what they already built:
-live AI gaming agent - joins your Discord, plays alongside you in real time
-behavioral data pipeline capturing decisions, reactions, movements at scale
-Birdeye integration live - on-chain data flowing
-first revenue confirmed - contracts executed
-iPhone app submitted to Apple - waiting for approval
*roadmap execution - no delays, only acceleration:
/business formation catalysts: Delaware C-Corp incorporated. SEC Form D filed. first $250K institutional cheque closed April 23. Rho business bank account opened. Ramp partnership active.
/revenue catalysts: first revenue confirmed. LPL - world's largest esports league - live demos completed, contracts executed. Google Cloud infrastructural partnership locked in, grant incoming, next meeting June 2nd.
/institutional catalysts: in major talks with Floodgate, Emergence Capital, Pantera Capital, a16z, Google Cloud. Ann Miura-Ko - who mentored founders of Snap, Instagram, Twitter - reached out to Josh first. in-person meetings already happened and scheduled. VC announcement coming.
/community catalysts: ACE round incoming - token holders convert to SAFEs, same seat at the cap table as VCs. supply locks up before VC announcement.
/product catalysts: iPhone app Apple approval incoming. app = first consumer product live = real revenue scaling = real users = real data = real licensing to AI labs.
/validation catalysts: presented at OpenAI HQ May 27. OpenAI and Cerebral Valley engaged only with @opalbotgg out of every project at the showcase. Tim Draper called it his favourite project at the pump.fun hackathon. UCSD officially acknowledged the team.
thesis remains exactly the same.
don't overcomplicate your investing,
don't get emotional.
nothing has changed. everything is being executed.
the party has not even started.
position yourself before 99.99% of CT, yeah, they are always late, trust me, majority does not know or do not believe in solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump yet
don't confuse my posts with your regular KOLs - I am not shilling or hyping you. I have no pull to do it, too small :D just read and verify everything, as always.
stop clicking. keep researching.
bet on young builders-maniacs :D who can't stop shipping - vid related
gl, hf
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
P.S. I could have missed some stuff, so grab your coffee and go through the posts below for the full picture of everything already happening:
Thesis - teapaw.org/ContentIsHot/status/20…
Alpha, first VC cheque + business formation timeline - teapaw.org/ContentIsHot/status/20…
Partnership with LPL and first revenue - teapaw.org/ContentIsHot/status/20…
GitHub activity - what Josh is buildinghttps://teapaw.org/ContentIsHot/status/2059647506900803891
OpenAI HQ showcase - teapaw.org/ContentIsHot/status/20…
OPAL is Tim Draper's favourite project - teapaw.org/ContentIsHot/status/20…
Existing/potential clients & TAM - teapaw.org/ContentIsHot/status/20…
Google Cloud & Opal - teapaw.org/ContentIsHot/status/20…
ACE round - teapaw.org/ContentIsHot/status/20…
Interview with MCGlive MUST READ - teapaw.org/ContentIsHot/status/20…
Hallelujah ! 💥
@MCGlive guys @DineroDom @ChillTRDjust did an amazing interview of @opalbotgg dev/co-founder Joshua Lin (@qtzx06) and it is puuuuuuuuuure alpha ! MUST READ
/who he is:
*previously did AI research with a Stanford professor on LM interpretability - that's what got him into AI
*co-founder Stephen Hung @stpnhh - they've been coding together since age 12
*20 hackathons over the last year and a half. won 15.
/the OpenAI moment:
*presented Opal and Opal infrastructure to industry leaders at @OpenAI
*3 million+ impressions on LinkedIn from that single event
J*osh: "that just jump-started us into a company worth looking into"
/what Opal actually is - Josh's own words:
*"Opal is a very large data company. we build consumer loops that turn user behavior into preference data."
*RLHF datasets traditionally come from data labelers and surveys. Josh: "the bigger thesis is - these datasets aren't going to come from laborers. they're going to come from consumer products."
swipes, rankings, bets, gameplay, creator intention - that's how real preference gets revealed at scale
*"the bull case is generating the largest dataset per person - personalized, structured, and licensed to Labs"
*AI labs will buy enormous amounts of this data. no other way to get it at scale.
/target users:
*starting with gamers + TikTok scrollers
*bigger ICP: traditional consumer. NOT only crypto native.
*"retail consumers - they're the hugest market"
/Ramp - @tryramp
*engineers from Ramp actively helping on financial and economics side
*Josh on their engineers: "really cracked"
/Google Cloud @googlecloud :
*"they're going to give us a pretty big grant" - not disclosing the number yet
*building on top of Google Cloud infrastructure
*next meeting this Tuesday
*"we're in pretty major talks with them"
/Solana foundation @SolanaFndn:
*helped get their X account back
*providing resources and support ongoing
/VC reception:
*"pretty bullish across the board"
*getting invites. getting terms.
Josh: "VC announcement in the coming days" - said on record in this interview
/Pantera Capital @PanteraCapital - Jay @0xfishylosopher:
*mentioned in the interview as part of the institutional pipeline and his close friend
*Pantera Capital is one of the most respected crypto-native VCs on the planet
/Emergence Capital @emergencecap:
*in the pipeline, confirmed
/Ace round:
*Josh had an ACE round meeting - same structure @Pumpfun used to bring Jump Capital @jump_ into Pumpcade @cademarket
same playbook. same bridge.
/Floodgate Fund @floodgatefund - June 16:
*Josh confirmed live: flying to Floodgate office June 16
in-person. not a zoom call.
*Ann Miura-Ko mentored founders of Snap, Instagram, Twitter through her Stanford program
*Josh: "that's gonna be pretty exciting"
/OpenAI Developer @OpenAIDevs showcase:
*attended. presented live demo.
*Josh: "it's always good going back to the OpenAI office"
/OpenAI Codex @OpenAI:
*OpenAI Codex hackathon win still paying dividends - direct line into OpenAI engineering and product teams
/iPhone app:
*submitted to Apple, waiting for approval
*Josh: "launching the app. people use it. make a lot of money from the app."
*target: coming weeks
/crypto native, community first:
*Josh launched on pump.fun @Pumpfun on purpose. he wants the token holders community built first - before any VC comes in. most founders chase the VC cheque first and drop the community some scraps later. Josh flipped it. community owns the bag before institutions do. by the time the VC announcement drops - and it will - the people who believed early are already positioned. that's not an accident. that's his play.
/after this interview:
*Josh has a direct meeting with the pump.fun @Pumpfun team scheduled right after
*the bridge between pump.fun @Pumpfun , institutional capital and @opalbotgg is being built in real time
Anon, you know what to do, top-blast/full-port 💥👀
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
Target: BILLLLLLLLLLLIONS
gl,hf
$OPAL x Google Cloud
while you were busy gambling memecoins, $OPAL quietly locked in Google Cloud as infrastructure partner.
AAAAAAAAAAAAAAAA - IT'S GETTING HOTTER AND HOTTER !!!
I have never seen such a bullish project.
All while their official X account
@opalbotgg is fully silent and marketing has not even started.
June timeline is packed - non-stop catalysts.
okay, let's get back to business.
Josh dropped this on record in the interview: "Google Cloud @googlecloud is giving them a grant and they are in pretty major talks with them
pretty BIG one. exact number can't disclose yet.
next meeting this Tuesday - June 2nd"
( @MCGlive - teapaw.org/MCGlive/status/2060108… - 28min12sec ) and yeah, they already had a meeting with Google Cloud on April 21, 2026.
let me put that in context for you.
Google for Startups Cloud Program gives:
-standard AI startups - up to $200,000 in cloud credits
-AI-first startups - up to $350,000 in cloud credits
*on top of that: dedicated mentorship from DeepMind @GoogleDeepMind, Google Labs @GoogleLabs and Google Cloud @googlecloud engineers, architecture reviews, exclusive events and technical training.
$OPAL is an AI-first startup. they qualify for the top tier - $350,000 grant from Google Cloud, bro.
but this is not just a grant. this is an infrastructural partnership.
$OPAL is literally building on top of Google Cloud @googlecloud infrastructure.
Google @Google doesn't hand out $200K-$350K to random projects.
nearly all AI unicorns are Google Cloud customers.
they pick who they back carefully - because they want the best AI companies building on their stack, not on AWS @awscloud or Azure @Azure.
when Google Cloud @googlecloud gives you credits and schedules recurring meetings - they are betting on you.
the most epic part:
Google DeepMind @GoogleDeepMind is actively licensing third party behavioral datasets to train their models - they paid $60M/year just for Reddit data access.
$OPAL is building exactly the kind of behavioral data pipeline they need - and they're doing it on Google Cloud infrastructure.
meaning - Google could go from grant provider -> infrastructural partner -> DATA LICENSING CLIENT.👀
connect the dots yourself.
Google Cloud @googlecloud ($2T+ Alphabet @Alphabet) is not just a vendor for $OPAL.
they are infrastructure partner, grant provider and active supporter. ALREADY.
and the announcement hasn't even dropped yet.
gl,hf
$OPAL
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
but what happens when Google decides it's cheaper to acquire the data company than to keep licensing from them? 👀 hmmmm
anything is possible for such talented, ambitious, young, hard-working team.
LFG !
@qtzx06 @stpnhh keep building !
Today on MCG: @opalbotgg ft. @qtzx06 | $OPAL
Opal is a behavioral data company turning consumer apps into detailed data pipelines for AI labs
Today's conversation covered:
03:44 - About the team
06:12 - @OpenAI presentation generated 3M+ @LinkedIn impressions and jump started everything
10:14 - The Opal thesis
13:14 - Starting with gaming, TikTok-style swipe app launching soon with crypto rails
18:51 - ACE round closed mid interview 🚨
25:25 - @solana relationship
27:39 - @RampCapitalLLC as an institutional financial partner
28:50 - Institutional grants on the way
35:25 - How far can $OPAL go?
YOU WANT TO KNOW WHY $OPAL WILL HIT BILLIONS? 💥
$OPAL key is right in front of you. unlock your exit from the matrix. the only question is whether you take it 🤷♂️😉
Let's talk about existing and potential clients and TAM.
confirmed client - LPL @lplenglish - world's largest esports league. revenue already flowing. contracts executed. already happened.
potential client - Ramp @ramp ($40B valuation, IPO-ready by end of 2026). Josh met their engineers directly. Ramp doesn't take meetings for fun.
but let's zoom out.
who else needs this data?
AI labs - in an arms race for RLHF behavioral training data they can't generate themselves:
-OpenAI @OpenAI ($852B)
-Anthropic @AnthropicAI ($965B - just raised Series H today)
-Google DeepMind @GoogleDeepMind (Alphabet, $2T)
-Meta AI @MetaAI (Meta, $1.4T)
-xAI @xai ($200B)
Robotics - need human motion, reaction and split-second decision data at scale:
-Figure AI @figure_robot ($39.5B)
-Boston Dynamics @BostonDynamics (Hyundai-owned)
-Tesla Optimus @Tesla ($1T)
Autonomous vehicles - real-time human reaction data under pressure:
-Waymo @Waymo ($126B)
-Mobileye @Mobileye (~$10B)
Gaming giants - behavioral data on their own players they never had structured access to:
-EA @EA ($55B)
-Riot Games @riotgames (Tencent-owned)
-Epic Games @EpicGames (~$31B)
Josh said it best in the interview: "Labs will buy as much data as possible. any extra data incorporated into the corpus is an extra way to win the AGI race."
TAM for behavioral AI training data - tens of billions and growing with no ceiling in sight.
you do the math - billions.
and it's not hopium.
DYOR, verify, bro ✊
gl, hf.
$OPAL
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
Target: Billlllllllllllllions
P.S. I suspect rails for OpenAI as data buyer already building :D - from previous post:
-they already won OpenAI hackathon and established warm connections with OpenAI teams 👀
/the OpenAI moment:
*presented Opal and Opal infrastructure to industry leaders at
@OpenAI
*3 million+ impressions on LinkedIn from that single event
*Josh: "that just jump-started us into a company worth looking into"
/OpenAI Developer @OpenAIDevs showcase:
*attended. presented live demo.
*Josh: "it's always good going back to the OpenAI office"
/OpenAI Codex @OpenAI:
*OpenAI Codex hackathon win still paying dividends - direct line into OpenAI engineering and product teams
NOT BREAKING, BUT STILL BREAKING :D
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump is $PUMPCADE on steroids!
Let me explain you why.
Have a seat, anon.
Just yesterday we had an amazing stream on MCG @MCGlive: @opalbotgg ft. @qtzx06 @DineroDom0 @ChillTRD - solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump:
(whole stream - teapaw.org/MCGlive/status/2060108…)
(summary - teapaw.org/ContentIsHot/status/20…)
There is one significant moment, which we have not dipped deep enough.
Yes, it's ACE round.
What is ACE even?
*the ACE round let $PUMPCADE token holders convert their tokens into SAFEs - a legal agreement for future equity in the company.
!!!community investors, retail, token holders, degens - got the same seat at the cap table as VCs.
!!!first time this was ever done in crypto.
They finalized it during the interview, with a @pumpfun meeting scheduled right after to discuss it further.
Josh mentioned it will happen before institutional backing.
As explained in the summary post before - Josh is crypto native and he wants retail, who never had access to private equities before VCs, to make it this time.
The devil is in the details.
This is a massive upgrade from the $pumpcade @cademarket roadmap - yes, UPGRADE, not just a change.
We can't know - if this decision came from @pumpfun, @kosgoood after doing their homework (well, $PUMPCADE could be a rough first draft) or it was done on purpose to highlight solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump as the runner, given the huge fundamentals.
We can't know - if it was a personal smart requirement or initiative from Joshua Lin @qtzx06 & Stephen Hung @stpnhh.
But it doesn't matter.
What really matters - it's a fact and it's happening right now.
IT WILL BRING MASSIVE UPSIDE AND BENEFITS TO EARLY TOKEN HOLDERS WHO WERE ATTENTIVE ENOUGH.
Why?
It's simple - big institutions, VC funds won't ever risk insider trading into one of thousands of their investments by buying a token before delivering a cheque.
It's simply not worth it.
So - we will hear big VC onboarding announcements after the ACE round is finished.
Massive !!!
The roadmap and strategy are being built for maximum benefit of solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump holders, especially the early believers.
Those attentive and smart enough understand the significance of this and are loading as many tokens as they can.
I suspect some tier-2/tier-3 VCs and huge whales are already loading tokens to position themselves to convert to Opal Intelligence Labs future equity further on.
And you know why - they will hold these tokens to convert later. you got it, right? :D
Literally it's burning/staking deflationary mechanism (we will have whitepaper, understand full tokenomics later on, ACE round details later on)
Please understand, my lil friend - VCs, especially Tier-1, won't invest in a project unless they see real revenue and return potential.
They did their DD. They see what the solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump team can do and fully understand their potential.
We are witnessing a new unicorn in the making - especially in the new era of tokenization.
They are making their first big steps, and it's clear why they are making a big bet on @opalbotgg - the total addressable market for behavioural data is too big.
All AI labs rely on it. They are ready to pay unlimited amounts of money for it.
Sometimes roadmaps shift and timelines adjust - but even if a surprise tier-2 VC steps in before the ACE round, tier-1 funds like Pantera Capital @PanteraCapital, Emergence Capital @emergencecap, and Floodgate @floodgatefund will step in around mid-June/end-June - so there is plenty of time to launch the ACE round first.
Meaning -> we are fully gucci !
BILLLLLLIONS !!!
ngl - you won a lottery ticket if you already hold solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump.
If you don't - time is ticking.
Even middle-curvers will make it this time :D
Don't be afraid of anything, you gonna make it.
gl, hf.
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
Target: Billlllllllllllllions
Hallelujah ! 💥
@MCGlive guys @DineroDom @ChillTRDjust did an amazing interview of @opalbotgg dev/co-founder Joshua Lin (@qtzx06) and it is puuuuuuuuuure alpha ! MUST READ
/who he is:
*previously did AI research with a Stanford professor on LM interpretability - that's what got him into AI
*co-founder Stephen Hung @stpnhh - they've been coding together since age 12
*20 hackathons over the last year and a half. won 15.
/the OpenAI moment:
*presented Opal and Opal infrastructure to industry leaders at @OpenAI
*3 million+ impressions on LinkedIn from that single event
J*osh: "that just jump-started us into a company worth looking into"
/what Opal actually is - Josh's own words:
*"Opal is a very large data company. we build consumer loops that turn user behavior into preference data."
*RLHF datasets traditionally come from data labelers and surveys. Josh: "the bigger thesis is - these datasets aren't going to come from laborers. they're going to come from consumer products."
swipes, rankings, bets, gameplay, creator intention - that's how real preference gets revealed at scale
*"the bull case is generating the largest dataset per person - personalized, structured, and licensed to Labs"
*AI labs will buy enormous amounts of this data. no other way to get it at scale.
/target users:
*starting with gamers + TikTok scrollers
*bigger ICP: traditional consumer. NOT only crypto native.
*"retail consumers - they're the hugest market"
/Ramp - @tryramp
*engineers from Ramp actively helping on financial and economics side
*Josh on their engineers: "really cracked"
/Google Cloud @googlecloud :
*"they're going to give us a pretty big grant" - not disclosing the number yet
*building on top of Google Cloud infrastructure
*next meeting this Tuesday
*"we're in pretty major talks with them"
/Solana foundation @SolanaFndn:
*helped get their X account back
*providing resources and support ongoing
/VC reception:
*"pretty bullish across the board"
*getting invites. getting terms.
Josh: "VC announcement in the coming days" - said on record in this interview
/Pantera Capital @PanteraCapital - Jay @0xfishylosopher:
*mentioned in the interview as part of the institutional pipeline and his close friend
*Pantera Capital is one of the most respected crypto-native VCs on the planet
/Emergence Capital @emergencecap:
*in the pipeline, confirmed
/Ace round:
*Josh had an ACE round meeting - same structure @Pumpfun used to bring Jump Capital @jump_ into Pumpcade @cademarket
same playbook. same bridge.
/Floodgate Fund @floodgatefund - June 16:
*Josh confirmed live: flying to Floodgate office June 16
in-person. not a zoom call.
*Ann Miura-Ko mentored founders of Snap, Instagram, Twitter through her Stanford program
*Josh: "that's gonna be pretty exciting"
/OpenAI Developer @OpenAIDevs showcase:
*attended. presented live demo.
*Josh: "it's always good going back to the OpenAI office"
/OpenAI Codex @OpenAI:
*OpenAI Codex hackathon win still paying dividends - direct line into OpenAI engineering and product teams
/iPhone app:
*submitted to Apple, waiting for approval
*Josh: "launching the app. people use it. make a lot of money from the app."
*target: coming weeks
/crypto native, community first:
*Josh launched on pump.fun @Pumpfun on purpose. he wants the token holders community built first - before any VC comes in. most founders chase the VC cheque first and drop the community some scraps later. Josh flipped it. community owns the bag before institutions do. by the time the VC announcement drops - and it will - the people who believed early are already positioned. that's not an accident. that's his play.
/after this interview:
*Josh has a direct meeting with the pump.fun @Pumpfun team scheduled right after
*the bridge between pump.fun @Pumpfun , institutional capital and @opalbotgg is being built in real time
Anon, you know what to do, top-blast/full-port 💥👀
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
Target: BILLLLLLLLLLLIONS
gl,hf
ADDITIONAL INFO:
Interview with MCGlive alpha, MUST READ - teapaw.org/ContentIsHot/status/20…
Thesis - teapaw.org/ContentIsHot/status/20…
Alpha, first VC cheque + business formation timeline - teapaw.org/ContentIsHot/status/20…
Partnership with LPL and first revenue - teapaw.org/ContentIsHot/status/20…
OPAL is Tim Draper's favourite project - teapaw.org/ContentIsHot/status/20…
GitHub activity - what Josh is building - teapaw.org/ContentIsHot/status/20…
OpenAI HQ showcase - teapaw.org/ContentIsHot/status/20…
another solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump angle nobody is talking about - and I somehow missed it myself:
💥They already have signed contracts and real revenue coming in. The exact structure is still not public - data buyer, behavioral analytics, voice model pipeline, or a mix of all three - but the key point is simple: this is no longer just a concept. Commercial demand is already there:
/@opalbotgg announced their LPL angle back in April - and unlike most crypto "partnerships", this one looks operational, not cosmetic:
-Opal Intelligence @opalbotgg: "We've been building for the world's largest esports league. Our agents watch professional League gameplay and ingest real data. Reading team comps, predicting bans, optimizing draft phase decisions. This is where gaming AI gets tactical. The difference between knowing the game and playing the game." (teapaw.org/opalbotgg/status/20406…)
💥and on April 18 Joshua Lin @qtzx06 confirmed in Discord - contracts were already executing and first revenue had already hit ( hmmmmmm - right after they opened bank account for their company April 14 -you can read business formation timeline here - teapaw.org/ContentIsHot/status/20…)
/LPL @lplenglish - the world's most decorated League of Legends league. most World Championship titles of any region. exclusive to Bilibili in China - 400M+ registered users. tens of millions of passionate fans across Asia. the highest quality competitive gameplay data on the planet, generated every single day.
That strongly suggests at least one of their announced relationships is already commercial - not just a partnership post, but real execution and real money.
Professional LoL gameplay = some of the highest quality behavioral training data on the planet. robotics companies and AI labs pay millions for exactly this.
This is the kind of catalyst the market usually understands late. solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump is no longer just selling a vision - commercialization is already live.
^you can wait for bigger accounts to tell you what this means or you can be positioned before they do.
^@opalbotgg already got their first $250K cheque. the next VC cheque is imminent. they already have a huge client, and revenue is already being generated - unlike your "plzclaimfeesbro" utility plays. don't fumble, invest in real hard-working doxxed devs with real utility and revenue.
^also don't get emotionally attached to chains - @base or @solana campmaxxing. you're here to invest in winners. the best project is the best project, wherever it launches and this is 100% the right play.
solana:2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
CA: 2PzS5SYYWjUFvzXNFaMmRkpjkxGX6R5v8DnKYtdcpump
MC: ~$3.06M
Target: $1B+ play on @solana
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