Degenerate philosopher
Joined June 2024
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- Followers88
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😁 Tim Frazier retweeted
BTC is now at risk of closing two red years in a row
It has never closed two consecutive red years in a row since 2010. Meanwhile, 2025 already broke one record as the first post-halving year to ever close red
Every red year before this one was followed by a green one:
• 2014 -57.5%, 2015 +34.5%
• 2018 -73.6%, 2019 +92.2%
• 2022 -64.3%, 2023 +155.4%
• 2025 -6.3%, 2026 -13.4% so far
Those were full capitulation years that reset the market
2025 only closed -6% so the reset never came, it rolled straight into 2026 and its first half alone did -33%
To dodge the record BTC needs to reclaim the ~$87.5k yearly open by Dec 31. Thats +15.5% from here with less than 8 weeks left
Santa rally incoming? Drop your predictions fam
😁 Tim Frazier retweeted
🏁 THE FINAL STRETCH.
The clock is ticking, Commanders. ⏱️
The Battle Town × Tangem Challenge ends November 15.
7 levels. One mission. A chance to finish in the Top 10 and win a Tangem wallet. 🏆
Already completed your run? There's still time to improve your result.
⚔️ Don't leave your best time behind.
🎮 Play now: t.me/battletown_bot/play
#BattleTown #Tangem
😁 Tim Frazier retweeted
AI trading agents were built to give everyone the edge quant desks have had for years
The receipts so far are mixed: agent treasuries got $30M+ in paper gains, while holders backing them lost ~$190M combined
Let's break down whether agents are actual alpha machines or just exit liquidity 2.0
Nov 12 | 3 PM UTC | 10 AM EST
LFG
😁 Tim Frazier retweeted
If verified, empty-office buyers expose a compute provenance gap. Web3’s credible role is narrow: tamper-resistant attestations linking approved chips to operators and locations, giving auditors a trail without exposing sensitive infrastructure publicly.
teapaw.org/watcherguru/status/211…
JUST IN: 🇺🇸🇨🇳 US reportedly approved Nvidia $NVDA chip sales to Chinese firms with empty offices and suspicious ties.
😁 Tim Frazier retweeted
Who can add you to groups and channels?
Settings → Privacy and Security → Groups & Channels.
Pick your answer before spam picks it for you.
😁 Tim Frazier retweeted
i spent $1,200 in Digger Bit to make my character glow.
apparently i’m the revenue model.
$DIG is the only position i kept in my Fomo wallet. closed the others at a loss. meanwhile, i keep coming back here to play, upgrade my gear and unwind.
spending that much on a glowing character made something click for me: i’m already paying for the experience. the game doesn’t have to pay me to keep my attention.
now add crypto buried in the mines. better gear, deeper exploration, a chance to dig up something valuable. that gets my attention even more.
the economic design is why i’m holding the token alongside playing.
@DiggerBit allocates 75% of game revenue to market buybacks. the acquired DIG is split: 40% burned, 50% recycled into mining and Gold Rush rewards, 10% into liquidity.
the reward pool uses existing tokens. more players don’t automatically mean more tokens minted.
and players can start without a wallet. someone coming from a regular game can spend on progression or cosmetics without ever reading a tokenomics thread. under the published model, that spending still funds DIG purchases.
that’s the connection i care about: a reason to spend money inside the game, with a defined route back to the token.
there’s already an onchain burn of 6.73m DIG to inspect. the team has just announced in-game swaps, transfers and withdrawals too. i want to keep tracking how the revenue loop develops as more players arrive.
i can see $DIG reaching a market cap in the tens of millions. the reason i have that conviction is the product: this beta already has me spending money and coming back voluntarily.
now i want to see how many other people end up paying to glow.
😁 Tim Frazier retweeted
S&P 500 companies lost $3T yesterday after democrats midterm sweep scared everyone riding AI wave
Nvidia alone lost ~$450B and miners turned AI hosts (IREN, cipher, applied digital) dipped 14%+ each
Meanwhile ING put ~$500M of data center loans on the auction block
- 12 loans, all at once
- $25M part tied to Stargate's New Mexico site (OpenAI, Softbank, Oracle)
- Oracle already sent that developer a force majeure notice
- bids due Nov 19
ING declined to comment on this one. Dumping a dozen loans at once during a selloff kinda says it for them
$500M is a rounding error, sure. 2008 didnt start with Lehman either, it started a year earlier with small stuff everyone called contained
Does the history repeat itself this time?
😁 Tim Frazier retweeted
Today's rarest find was sold for 2,571 $GRAM
The kind of price you'd usually expect from a Black backdrop or an ultra-rare model
> Imposter (0.1%)
> Wise Raven (0.3%)
> Lemongrass (0.9%)
Something about this one caught a collector's eye
Can you spot what makes it so special?
😁 Tim Frazier retweeted
got a @solanamobile Seeker?
Seeker Club on Cherry is where owners discuss apps, share feedback and trade ideas
entry is gated by the .skr name on your connected wallet
chat.cherry.fun/@seekerclub
😁 Tim Frazier retweeted
Markets are bleeding, but the Arena doesn't stop for a red light
In Drafts, even a Squad with negative PnL can win if it holds up better than your rival's
💡PSA: picking less volatile tokens might be your best play
Watch. Analyze. Compete.
The climb continues, even on red days ⚔️
😁 Tim Frazier retweeted
Polygon is now debating hardfork to hand $70.4M $POL back from attacker wallets
PIP would zero out those balances and credit the same amounts to verified Polymarket and Binance addresses:
~23.86M $POL to recover Polymarket drain, and ~46.63M from Binance hack
Validators already blocklisted the addresses, and per the proposal the attacker then offered them cash to unblock tx
The proposal calls it a one-time thing not a whole precedent for future hardforks
😁 Tim Frazier retweeted
While everyone is waiting for NFT season to come back like it’s 2021...
It’s already quietly taking shape inside Telegram
Inside a 1B+ user app, still less than 0.1% are anywhere near Telegram-native ownership. Early is an understatement 💎
Know anyone in the 0.1% club? Tag him below 👇
😁 Tim Frazier retweeted
If your daily $BTC rewards dropped last month, you did nothing wrong.
Bitcoin made mining harder in October. Twice.
Difficulty rose 5.92% on the 16th and 5.54% on the 29th. Earning the same $BTC now takes about 12% more work than it did on 3 October.
This hit every Bitcoin miner in the world. What it costs them is where they differ.
Miners paying household electricity prices switch off first. Your digital miner runs on industrial rates inside a GoMining data center, so it never stopped.
Next change lands around 16 November.
Did your rewards drop last month?
😁 Tim Frazier retweeted
Bitcoin mining got about 12% harder in October.
Two difficulty rises in a month: 5.92% on the 16th, then 5.54% on the 29th, taking the network to 148.36T.
For anyone running bitcoin miners, the same hardware now earns less $BTC per day than it did four weeks ago. Nothing broke. The network noticed more hashrate arriving and made the puzzle harder.
The interesting part is where that hashrate came from, because most adjustments this year were cuts.
This is one Bitcoin mining farm in the United States. 70 megawatts, around 21,000 ASIC miners.
What do you think is driving the recovery?
😁 Tim Frazier retweeted
OKX CEO Star Xu just roasted CZ's first Binance hack interview
Xu says the talking tokens episode made him sick, calling it misleading and accusing CZ of downplaying his own responsibility while trashing banks to cover for the failure
his takes:
- CZ keeps saying "i don't run Binance" while being the loudest Binance voice of the whole crisis
- somehow found time to argue with Elon about SpaceX
- leans on "only 2% of funds gone" like that answers the security question
- marketing for fresh deposits never stopped
- comparing exchanges to banks is irresponsible, different threat models, attack surfaces and consequences
- "left a pregnant woman on the front line", a shot at co-CEO Yi He
CZ's pitch on the podcast was that AI is speeding up hacks so you fight it with AI ("the only way to beat the monster is to become one"), plus an industry security alliance with cross-audits and fast freezes
Best part is Xu wrapping the whole dunk with a call to build security standards together "even with competitors"
Right after attaching halloween costumes clowning Binance's "multi-layered defense" by the way, this one was diabolical
Is Star Xu actually cooking here or what?
