All you need to know is #onchain. Reporting on interesting buys & sells, often catching early smart money positioning in real-time 👀
Joined February 2015
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OnChain Zoom retweeted
This was a shitcoin deal of 50k that was going around in the groupchats and i was wondering who in their right mind would shill dog shit like this and Ladies and Gentleman, WE HAVE A WINNER!
// my extremely undervalued crypto-native bet for the Peptides & Biotech cycle - $CHOO
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note: mp cap has just joined choo as an Advisor - below is our thesis on why we have decided to bet on it
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unless you've been living under a rock, you know that Peptides & Biotech are the biggest market after AI.
in the recent few weeks, we have seen how the market has been aggressively rotating to Peptides sector - and with it, the coming mindshare rotation along the risk curve of assets. in november 2024, solana onchain experience a major Agentic AI mindshare boom after the big rotation to Agentic AI - we saw it come to fruition with ai16z, griffain, and many other names in the agentic sector. all of which broke all mc ceilings of onchain plays, not in the form of pure memes, but in the form of utility-native memes.
today, my bet is the same is about to happen with Bio - both in mindshare, and also utility.
my crypto-side horse for this extreme sector is $CHOO - the first RWA Layer for Peptides.
Michael Morelli, the founder of CHOO, has generated more than $100million+ in sales organically through his socials - fully doxxed and also very known in the peptides space. CHOO is his GTM strategy to growth-hack the next generation research peptides.
The case to be made for CHOO becoming the Mascot of Dog Longevity sector is extremely strong. Its essentially the first Brian Johnson of dogs. They saved a rescue dog's life by making him the Most Measured Dog on the Planet, by treating it with next-generation peptides that recently even brought the attention of Andrew Huberman. They trademarked the IP for said peptide compound as the K-9 brand which belongs to the CHOO ecosystem.
You might ask - what convinced me to play CHOO as the crypto eco's primary Peptide sector horse?
one word: distribution.
CHOO's peptide RWA distribution layers pawgen.com and realpeptide.co are already doing 6figures/month and 7figures/month revenue.
And they are accelerating.
CHOO is my exposure to this sector as it is the Value Accrual Layer for Peptide RWAs - according to their team, they have designed the eco such that peptides purchased via the CHOO distribution pipeline to be at a systematically lower price than Fiat, making CHOO not only the Mascot of Peptides, but also the Value Accrual Layer of Peptides - as the protocol burns 50-100% of all CHOO used in peptide purchasea.
After chatting with the Choo founding team, i have decided to join them as an Advisor - as i believe that this is perhaps the best exposure that crypto natives can get in the Peptide sector, whether it be now or the rest of the Bio cycle. however, note that crypto is very volatile it is best to come in only with what we can afford to lose.
note: mp cap has $CHOO and is also going to be advising the crypto side together with ex-wlfi @cryptogle and other larger players in the crypto sector (that can't be revealed yet). depending on market conditions, mp cap may buy or sell tokens at any time. please do your own research. this is not investment advice.
note2: as with many other players in the peptide space, peptides in their distribution are strictly research-only - please do NOT consume any materials without independent professional health advice. this is strictly not an endorsement of using any peptides, bio materials without prior professional and medical advice.
NFA DYOR
EJAxERvKU4kEVXn3NarjvRtgaMaJyP9ZuMeKA7JJpump
On Hyperliquid, the only PnL cohort net short is the +$1M winners: −$34M.
Every other cohort is net long, led by small losers ($0 to −$100K) at +$440M.
The −$1M rekt wallets: +$317M net long ETH, −$188M net short HYPE. Winners lean the other way on both.
$SLC
Good jump today, solid wallets buying in the last 7 days.
base:0x6bd83abc39391af1e24826e90237c4bd3468b5d2 @silencioNetwork
I am surprised there is not much chatter around this micro cap. I am a buyer at this price and slurping any dips that might come.
They’re collecting real voice data and selling it to AI labs.
Contributor cost ~$10/hour.
Standard datasets sell for $30–100/hour (specialized up to $250).
At a $50 sale price that’s roughly 80% direct gross margin before other costs. Dataset reuse could make it even better on later sales.
Company-reported numbers:
- ~2.5 million contributors
- ~180 countries
- ~500k hours in the catalogue
- Q1 2026 voice-data revenue ~$100k
- Monthly operating burn ~$75k
- Team of 14
Not huge numbers yet, but it’s actual commercial activity with repeat customers, not pure promises.
Token side is a bit messier.
100B max supply. Community reserve alone is 32.5B over 120 months → ~271M SLC/month on average. Other unlocks on top of that.
Buybacks of 75% of data revenue are committed, but only after a $1M cash reserve (originally targeted Q3 2026).
Unclaimed-token burns have happened; open-market revenue buybacks still need verification.
Rough math: to offset ~$134k/month in estimated net emissions at current price, you’d need roughly $2.15M annual eligible revenue.
Doable if the business scales, not guaranteed.
Circulating supply numbers differ across trackers, so the exact mcap is a bit fuzzy.
Bottom line from the data: real product and unit economics that make sense, tokenomics that are still emissions-heavy and conditional on future buybacks.
Interesting microcap if revenue keeps growing and the buybacks actually start. Still early and high-risk until the on-chain numbers match the commitments.
Not financial advice. Just the numbers as reported.
I like to follow this guy
He doesn't trade much but he is usually right. He bought $100k ethereum:0x0d8775f648430679a709e98d2b0cb6250d2887ef, most of it in the last week.
WA: 0x4adbfdee6188df8a24eaeee87c9bdebd4dd3fb64
$bat in a small retrace, good spot to buy it around $0.17.
A violent repricing is imminent - it fits multiple hot sectors (AI, privacy, agent payments, crypto cards) and circulation supply is = total supply, ergo noone to dump on you.
With 120m users, distribution side is solved, now time to execute on the new roadmap and tie it in with a good token value accrual mechanism.
This is still a sleeper coin, far from consensus on CT. Just the way we like it, perfect conditions for a big run. I reckon people will wake up to it at $1.
OnChain Zoom retweeted
Dear crypto twitter,
Reposting this for the last time before I most likely will have to delete
Kalshi thing was mid in comparison lol
Sincerely,
Beni
Now that crime is legal I can brag about this publically
In 2021 I hit @CryptoGodJohn paid group for 6 figs by hunting the stops of their positions
I joined every single paid group on ct, mainly by using mirrors, and started tracking every single trade made on each. I quickly realized they were taking advantage of their users so I happily took advantage of them
I would use orderbook data and compare how each signal had an impact in the books
I had an automated Excel, it was fucking art with telegram notifs for every trade I should take
When I found guys who were heavily copytraded, I started wash trading and spoofing like a mfer to bring prices down and since they all used hard stop losses I would make bank on the slippage hit.
It wasn’t particularly hard since they would pick tickers with no liquidity to pump their own entries :)
shoutout @eliz883 who was by far the worst user of that predatory technique
I also made sure to hit you Eliz, in fact you were hit so often you started closing your positions 2 minutes after posting because I made your grift unprofitable past the pump and dump of your posts lol
It was the best on FTX because FTX OTC would buy my entire stack of some illiquid trash for like 4% from spot when it was literally empty and I had nuked it 20%+
Anyhow major thanks to @CryptoGodJohn
I ate real good thanks to your grifting, made more than 100k on your ass alone
I nuked you personally more than anybody else because I particularly hated how predatory you were to your users
Would be a shame if someone perpetuated what I began in 21 in your group again
I am an old man now, I retired from the shananigans
Thanks and fuck you
OnChain Zoom retweeted
I wrote code. Now I face 45 years in prison because others misused it.
Code that no one controls. Code that no one can change or shut down.
Yet somehow, I’m being held responsible for what others chose to do with it.
I feel like the whole BoA money laundering thing should be talked about, but what's left to say?
I spent a year in prison for not filling out a form around selling Bitcoin and got in trouble because someone two degrees separate from me allegedly used it to launder funds. The amount in question was around $30k.
BoA launders $5b and has to give one fifth of it back to the government. No jail for anyone.
This is America.
$Surplus consolidating right below ATH. Smart money accumulating in the last 7 days.
Usage and growth breaking records. This one should eclipse $orbio.
OnChain Zoom retweeted
Major rerating of $Grass is still to occur. This is a much better product than their competitors whilst Grass has a valuation at the fraction of the price.
One of the few crypto projects with a genuine moat in a category with an unfathomably large TAM, and an example of how building with crypto infrastructure has actually solved a real problem.
I've never seen a bigger disconnect between CT and a very successful legitimate growing project before than Grass.
OnChain Zoom retweeted
With @ubik_gold I'm working on an engine that interprets reality while continuously trying to predict the future. It synthesizes world news, finds the main currents, and forecasts where things are going
Initially wanted to push the limits of H3 Max Turbo, a model that generates video faster than it plays for a more fun and interactive way to share the data. I'm still iterating on the output format based on feedback.
think generative world and ai characters is one of the biggest upcoming trend so this is why I'm positioning myself there
OnChain Zoom retweeted
Gm @ether_fi now makes more money than lighter but still trades at 1/5th the market cap
They have extremely strong and consistent week / week growth
All spending, user, cards, etc. metrics are at all time highs
They just launched a stablecoin with @ethena… imagine a stablecoin with over $1.5b of real yearly spending… not p2p transfers or defi chain switching loops or whatever
They’re going into the most fruitful consumer spending quarter (Christmas / Black Friday shopping)
And… they haven’t even done the Q4 holders call yet where we’re expecting them to launch perps 👀
Note: dcf cap seeded ethfi
Top holders of $PRIORS are not selling, acontraire - they are adding even more in the last 24 hrs. Orbio style run about to commence?
I guess the best course of action is just to mute the $XPL ticker. What a cursed piece of crap.