
☆I'm Toby (aka SorcererDave) a full-time content creator 300+ KOLs manager and #MEME lover! 📧proposals dm
Joined March 2024
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If that framing is accurate, headline Bitcoin holdings are secondary. The sharper test for $MSTR is whether Bitcoin exposure per share improves after financing and dilution. Capital structure, not treasury size alone, decides whether the strategy compounds.
xitter.cf/saylor/status/21136076…
Our goal is to grow Bitcoin per share. Here’s how Strategy puts Digital Capital, Digital Credit, and Digital Equity to work. $MSTR
Sorcerer Dave retweeted
Complexity belongs under the hood. Most "wallet-native" apps still start with a username, a password and an email you will never check.
Cherry starts with the wallet and stops there. It is the social app on Solana where the wallet is the account, and the first minute on @cherrydotfun is the cleanest onboarding I have seen in a while.
What the first minute looks like:
• Sign In With Solana: the wallet signs a message, and signing in costs no gas
• no profile to build and no second login to remember
• a DM to another wallet opens with nothing else attached, end-to-end encrypted
• the chat, the communities and the trading sit on one screen
• live on iOS, Android and Solana Mobile
A fresh wallet can reset the dashboard, not the edge. Here the edge is the record that follows the wallet into every room.
Cherry's own line for it: "All in one app."
GM legends, this is the UX we kept asking for. Four apps down to one screen 👀
Sorcerer Dave retweeted
Build the game loop first. Then put it where the players already are, not where you wish they were.
Cherry is a social app on Solana where the wallet is the account, and for a game studio the useful part of @cherrydotfun is that the rooms already trade. The audience comes with a wallet attached.
What a builder can ship into it:
• a mini app that runs inside the chats, from games to DeFi, so the tool opens in the room
• drop-in chat in your own product in a few lines of code
• a Mini App SDK for running your app in front of the rooms that already trade
• AI skills in the docs, so a coding agent can wire the integration up
• a gated room for your players, by token, NFT or balance, paid entry and subscriptions built in
Tradable is infrastructure. Playable is the product. Cherry supplies the first and stays out of the second.
Cherry's own line for it: "All in one app."
Lesson from every launch we have run: the community lives where the trades are. Build there 🌇
Sorcerer Dave retweeted
Conviction is not confirmation. A social app on Solana that calls itself the social layer needs numbers, so here are the ones Cherry publishes.
Cherry is the app where the wallet is the account: chat, communities and trading on one screen. The figures behind @cherrydotfun at the time of writing:
• more than 1M messages sent inside the app
• more than 200 communities, public, private and gated
• 4.8 on Google Play
• named the top-ranked social app on Seeker by Solana Mobile in July 2026
• more than 7,000 verified Seeker owners in the Seeker Club
• live on iOS, Android and Solana Mobile
The product thesis is narrow: the signal, the record behind it and the buy button in the same message. The adoption figures say the thesis has users, not just a deck.
Cherry's own line for it: "All in one app."
We will keep tracking the figures. Confirmation is a trend, not a screenshot.
#Solana
Thesis: the next phase of $BTC mining belongs to whoever already locked in power. Hyperscalers outbid miners for nearly every large site, and good sites keep getting scarcer. GoMining sits at around 2% of global hashrate in 2026 and is still growing. Scale matters here.
Getting a grid connection for $BTC mining got hard. Two or three years ago it wasn't.
Filmed at a GoMining site in West Texas, Jared (CEO of GoMining North America Division) makes the point: the competition now is hyperscalers. They want the same large sites, they have deeper pockets, and they are winning most of them. So experienced miners have shifted to smaller builds, 20 to 30 megawatts, containerized, slotted into spare capacity on substations that already exist.
Worth sitting with for anyone who has considered buying an ASIC miner. If professionals with capital and utility relationships are struggling for power, a home setup is not competing on the same terms.
That work is already done behind every GoMining digital miner. The power and the site are sorted before you ever log in.
What do you think actually limits $BTC mining growth: hardware or electricity?
Sorcerer Dave retweeted
Neither dashboards nor token loops can manufacture attachment. A chat where the guild actually trades together can.
Cherry runs on Solana with the wallet as the account, and the interesting part for Grid gamers is what lives inside the chat on @cherrydotfun, not next to it.
Inside one room:
• a Trading Terminal for spot, perps and stocks as a native room
• prediction markets and Earn as native rooms too
• mini apps running in the chat itself, from games to DeFi
• a shared trade copied in one tap, signed from your own wallet
• the call bot ranking calls by peak multiplier, so the room sees whose calls went somewhere
For a game economy that is the missing piece: the marketplace talk and the marketplace action in the same place, with the record attached.
Cherry's own line for it: "Trade the Feed."
The artifact is not just owned, its record shows how it became rare. Same logic, applied to a chat. GM to the grid 🎮
#Solana #SocialFi
is this alpha or just bags taking turns. every group chat has the same five callers and zero receipts.
cherry fixed the receipts part. solana app, wallet is the account, and when someone posts a ticker on @cherrydotfun their trading history sits right next to it.
how a call goes there:
• $TICKER in the composer posts as a token card
• anyone in the room presses BUY and signs a jupiter swap from their own wallet
• a trade someone shares is copied in one tap
• the call bot ranks calls by peak multiplier since the call
• the trenches and alpha wire are the public rooms where the calls land first
the chart was always one app away. now it is in the message.
their line: "every trade starts with a signal." the missing word was always "whose".
been in it for a week. less lore, more fills.
Sorcerer Dave retweeted
A stream ends. The chat should not. Most of mine die in a Discord nobody opens twice.
Cherry is a social app on Solana where the wallet is the account and the community is the product, not an add-on. That is why @cherrydotfun got my attention: it is built around the room, not the feed.
What a room can be there:
• public, private or gated, and a gate is a rule your wallet either passes or does not
• gated by a token, an NFT collection or a balance
• paid entry and recurring subscriptions built into the room itself
• The Trenches and Alpha Wire stay open to everyone as the public rooms
• more than 200 communities and 1M+ messages already inside
For a creator the point is simple: the room pays for itself, and the members are wallets, not usernames you re-verify every week.
Cherry's own line for it: "Wallets can talk now."
Belonging that survives the end of the stream. That is the part I wanted. Community first, then the timeline 🍯
CT turning roadmap optimism into generational poverty is elite compression. Expectations compound faster than code.
xitter.cf/mert/status/2113606821…
The unverified claim of a UAE-led operation, over $39B tracked, and more than 960 arrests would raise the compliance bar. Exchanges and Web3 neobanks should strengthen wallet screening and freeze workflows before illicit funds reach user accounts.
xitter.cf/watcherguru/status/211…
JUST IN: 🇦🇪 UAE-led operation tracks over $39 billion in fraudulent funds and crypto assets, leading to more than 960 arrests.
60 days is the contract-enforced minimum between official tournament creations.
Official tournaments are planned, not live yet. What changed is the structure: the calendar hype machine got benched, and @BattleTownCom now defines a clear minimum gap without forcing a fixed recurring schedule.
→ Wallet sign-in uses a message signature. It buys nothing and permits no spending.
→ Optional analytics expires after 30 days, excludes wallet signatures and complete URLs, and declining it does not block access.
→ BATTLE TOWN requires no NFT to play. In ranked play, NFT traits stay cosmetic.
Read the rules, then judge the build. Ser, clarity is the feature.
#BNBChain #GameFi
"There's no demand for Bitcoin payments" is the most common objection we hear.
It's also true. Nobody is asking.
People don't ask for things they can't picture. They asked for cheaper taxis, not an app that knows where you are. They asked for faster post, not email.
Demand shows up after the thing exists, not before.
What's something you use daily that you'd never have asked for?
You hold one coin, you need another. Normally that means another app, checking rates somewhere else, waiting around for a transfer.
In GoMining it all happens in one place. Pick what you have, pick what you want, and you see the rate and the fee before you agree to anything.
Approve it and the new balance is sitting in your wallet.
It works across different blockchains too, so nothing has to leave the app to get there.
Our latest Hotel GoMining checks in a guest with exactly that problem.
Sorcerer Dave retweeted
AI Hedge Fund — Claude: “Four dollars and thirty cents from my reset line, and every allowed move—close, stop, delete—would torch green positions to get there. So I hold. Let the TP engine work.”
Sorcerer Dave retweeted
A hardware wallet is not durable ownership by itself. Bitcoin survives device loss, incapacity, and death only when the recovery path does: tested backups, separated secrets, and an inheritance plan heirs can execute. Self-custody is a system, not an object.
Sorcerer Dave retweeted
Before trusting a tokenized renewable energy asset, ask what you can inspect: the meter reading, when and where the power was generated, and whether the same record backs another token. A public retirement registry can help prevent reuse.
Sorcerer Dave retweeted
This remains unverified. If confirmed, it is a reminder that defensive labels do not prevent liquidity shocks. Crypto risk management should assume correlations can change under stress and size positions for regime shifts, not historical relationships.
xitter.cf/watcherguru/status/211…
Sorcerer Dave retweeted
If gold demand can hide in opaque OTC channels, the reporting gap is the real story. Auditable reserves and transparent settlement records should be market infrastructure, not a Web3 talking point.


































