Moving at the speed of consciousness. All posts are my own and are not to be perceived as investment advice. this verified account is my only account.
Miami, FL
Joined August 2021
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While I never called the top, I believe I called the bottom to the day. And by the way, this was the only time I ever said I believed it was the bottom.
Do you think I was right?
Anthropic looking healthy is very positive for equities which ultimately is positive for crypto. Very good turn of events. A week ago their valuation and burn looked terrifying.
Semiconductor stocks $SOXX which is one of the best ways to gauge the AI trade just touched the 200 day moving average which it has not done in 508 days. If this breaks down the semis are in a technical bear market.
Agreed
Citadel's Ken Griffin says we're "almost certainly" in an AI Bubble and compares it to the telecom fiber-optic overbuild during the Dot-Com bubble 🚨🚨
barchart.com/story/news/8339…
Unfortunately Leo will get smoked now. He’s revenge trading his blow up after catching one of the best macro trades of the century. That does not come around often and chasing the AI trade near highs will teach him a lesson.
I’m not a hater. Props to him for what he achieved. However buying calls late cycle to chase his original trade is not the strategy now.
Funny thing is people will fade or argue against the opinions of billionaire investors with 40 years of experience and listen to a random dude on YouTube for their advice.
Pay attention and learn from the winners. Unless of course you like losing.
🔥BILLIONAIRE PAUL TUDOR ON SHORTING STOCKS IN 2027:
“I'm sure...I’ll be short the whole year.”
“It still feels like 1999,” he said, comparing today’s AI market to the year before the dot-com crash.
"If I go back to 2000, you had all this issuance, all these IPOs in 98 and 99 and really 2000, 2001, 2002, those were the easiest years to be short."
He expects new AI shares would flood the market in 2027, pushing prices down and helping shorts profit.
Jeff Sekinger retweeted
🔥BILLIONAIRE PAUL TUDOR ON SHORTING STOCKS IN 2027:
“I'm sure...I’ll be short the whole year.”
“It still feels like 1999,” he said, comparing today’s AI market to the year before the dot-com crash.
"If I go back to 2000, you had all this issuance, all these IPOs in 98 and 99 and really 2000, 2001, 2002, those were the easiest years to be short."
He expects new AI shares would flood the market in 2027, pushing prices down and helping shorts profit.
It other words, the Robinhood developers launched one token named $WALLET then used that token as a transaction discount token / gas fee token on Robinhood Chain.
I see three potential outcomes:
1) Robinhood publicly says $WALLET is not theirs and they will never use the token. The token then goes to $0
2) Nothing is ever said and no actions are taken so the token just floats around the current $16m market cap as a memecoin then likely slowly dies off
3) Robinhood comes out and states that they are going to use the $WALLET token as a utility token to pay for gas fees or discounts on Robinhood Chain. If this happens it is very likely going to $10b+ based on other exchanges launching fee discount tokens and their valuations
So hypothetically here is what could happen in those 3 scenarios:
1) goes to $0
2) goes to $0
3) goes up 564x ($10b market cap)
This is called asymmetry. Worst case scenario it goes to $0. Best case it goes up 500x+. If I risk a small % and it goes to $0, it barely impacts the portfolio. If the best case plays out, it meaningfully impacts the portfolio. This is how VC's think and invest.
Not financial advice. I just think this storyline and potential is fascinating.
🚨 $WALLET ON-CHAIN BOMBSHELL 🚨
We uncovered 90 SUCCESSFUL gas-sponsored operations on Robinhood Chain, a recurring 0.85% swap fee, and a shared WALLET fee collector.
Not speculation. Actual blockchain transactions.
Here’s what we found 🧵👇
1/7 — 90 REAL GAS-SPONSORED OPERATIONS ⛽
Our full-chain investigation identified:
✅ 90/90 successful ERC-4337 user operations
✅ 22 distinct smart accounts
✅ 177.08 $WALLET charged for gas sponsorship
✅ Same paymaster across all 90
This is demonstrable token utility.
🔗 Paymaster:
robinhoodchain.blockscout.co…
🔗 Example transaction:
robinhoodchain.blockscout.co…
2/7 — ONE COLLECTION WALLET. 90 TRANSACTIONS. 👀
Every single sponsored transaction involved WALLET transfers to the SAME address.
💰 489.41 $WALLET received across these transactions.
And here’s the interesting part:
The collector had no deployed contract code and zero outgoing account transactions when checked.
🔗 Collector:
robinhoodchain.blockscout.co…
Who configured this recurring collection arrangement?
3/7 — THE 0.85% FEE DISCOVERY 🔥
We decoded two transactions showing the exact same fee structure.
Transaction A:
• 23,941.22 WALLET swap output
• 203.500361 WALLET collected
• Exactly 0.85%
Transaction B:
• 1,212.50 WALLET swap output
• 10.306215 WALLET collected
• Exactly 0.85%
Both sent the fee to the SAME address.
🔗 TX A:
robinhoodchain.blockscout.co…
🔗 TX B:
robinhoodchain.blockscout.co…
4/7 — GAS FEES AND SWAP FEES ARE SEPARATE ⚡
Across the 90 transactions:
⛽ 177.08 WALLET — recorded gas sponsorship
💰 312.32 WALLET — additional transfers to collector
Total: 489.41 WALLET.
In 42 transactions, the collector received more WALLET than the recorded gas charge.
This suggests the address supports a broader fee-collection workflow.
🔗 Paymaster:
robinhoodchain.blockscout.co…
5/7 — THE FEE PARAMETER IS IN THE CALLDATA 🔍
Both decoded transactions contain:
• Same swap executor
• Same WALLET token
• Same collector
• Same 0x2134 parameter
0x2134 = 8,500.
On a 1,000,000-unit scale, that’s exactly 0.85%.
The parameter’s precise ABI meaning still needs confirmation, but the repeating pattern is hard to ignore.
🔗 Executor:
robinhoodchain.blockscout.co…
🔗 WALLET contract:
robinhoodchain.blockscout.co…
6/7 — ESTABLISHED INFRASTRUCTURE CONNECTIONS 🧩
The transactions involve:
⚙️ ERC-4337 account abstraction
⛽ An Alchemy-associated paymaster
🔄 0x Settler-style swap execution
💰 WALLET-denominated payments
This is not just a token sitting in wallets.
It’s being used in a functioning on-chain payment and trading workflow.
🔗 Paymaster owner:
robinhoodchain.blockscout.co…
🔗 Swap executor:
robinhoodchain.blockscout.co…
7/7 — THE BIG QUESTION REMAINS 👀
We have now verified:
✅ 90 successful sponsored operations
✅ Real WALLET gas-payment functionality
✅ Repeating 0.85% swap fees
✅ One shared collection address
✅ Established trading and paymaster infrastructure
The remaining missing piece is a verified control relationship between Robinhood’s operational wallets and this infrastructure.
The on-chain utility is real. The ownership mystery is still open.
Follow for the next findings. 🔎
$WALLET #RobinhoodChain #OnChain #ERC4337
Position sizing is by far the most important skill set you need to master in trading/investing.
Quants have mastered volatility adjusted sizing. Macro investors have unbelievable sense of when to size big. Meme coin traders “full port” and live at their grandmas house.
First the cold card gets hacked for over 9 figures. Then the cold card page starts posting links to hack more people just trying to avoid getting hacked. Tough times.
We are investigating how a post containing a phishing link was published from this account. It has since been deleted.
Do not visit or interact with that link. COLDCARD’s only official website is coldcard.com.
This account has used offline 2FA with tightly restricted access since 2017. We have contacted @X and are reviewing all account access.
We will share further verified updates here.
If you believe in the intersections of AI agents and crypto, then Virtuals (the number 1 launch pad for agents) is wise to look into. Technically looks like a bottom as well
Anyone worth of 9+ figures knows it takes many massive “failures” to get there. Many more failures than successes. The only people that don’t understand this are the ones that never got on the field and tried. They just stayed in the bleachers shouting.
