Trader & Strategist NFA, DYOR Prev: @SuperteamNL co-founder
Joined January 2022
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It’s Christmas morning, 2026. You wake up to the sound of Christmas music playing downstairs and the smell of freshly baked cookies. You grab your phone. MOTION is sitting at a $50M mcap, Pipeline is about to go live on mainnet, and your bags are looking healthier than ever. No awkward Christmas dinner at your in-laws this year, and the new Harry Potter HBO series just dropped. You slip into your favorite Christmas pajamas, curl up on the couch under a warm blanket, and make yourself a steaming cup of hot chocolate with extra whipped cream. You open your wallet, press “Claim Rewards,” and realize that a single day of volume just paid for every Christmas present under the tree. Snow is falling outside, the fireplace is crackling, and you don’t have a single worry in the world. Life is good. Your diamond hands paid off.
Now that the V2 rollout is finished we've done some housekeeping!
The new contract code can be found in the public repo here: github.com/MetalLegBob/fanta…
All programs have also been upgraded to SBPFv3 ready for SIMD-500, then re-verified on chain using OtterSec, you can confirm code live onchain matches the repo by checking any Solana block explorer.
Following this a 24hr timelock has been placed back on the multisig.
As a reminder, you can now transfer your MOTION (tax free) to other wallets by using the transfer tool available on our website.
Stay safe (and in motion)!
When I was at @SuperteamNL , one of the big messages from Superteam Global was how AI had made building easier and more accessible than ever.
And I couldn’t agree more.
But making it easier to build is only half the equation.
We also need an ecosystem that encourages experimentation, rather than one where a handful of large organizations can dictate what’s possible.
That means providing the infrastructure and freedom builders need to experiment.
Because experimentation drives innovation, and in an industry moving as fast as crypto, failing to innovate means falling behind.
That’s the decentralized environment crypto is supposed to enable.
Super bullish that Bob is building this.
One of the biggest blockers to experimentation and innovation on Sol is distribution (or lack of).
Put simply, if your idea doesn't fit inside the box given to you by the big infrastructure (routing, indexing, etc), then no one will find your token/idea/launchpad etc.
Some have tried to counter this by launching a visible token (i.e via pump or wherever) and then directing that attention to their own site but that's still too high friction.
Both the expense of building, and the skill required to do so have been reduced 90%, and we should be using this to innovate and experiment. Not just rely on a few big corps to decide what features are 'worth it'.
So i'm building Pipeline (it will never have a token, and any potential revenue if it succeeds will be part of the @fffactoryhq ecosystem).
Pipeline is a permissionless onchain router for new bonding curves, AMMs, launchpads etc. Creators can register their contracts with Pipeline, and infra (trading bots, terminals, charting) that has Pipeline integrated will pick them up automatically.
Anyone that's interested in experimenting with the platform, looking to build something themselves, whether that's things to register with Pipeline, or infra built on top of it, please drop me a dm or comment here.
Currently only live on devnet as still running tests etc, will likely build a few fun AMMs/T22 hooks that can be experimented with myself to go with the mainnet launch, but anything extra built by others would be awesome (if you build your own amms, bonding curves, launchpads etc you can charge your own fees on them).
github.com/MetalLegBob/pipel…
Hedge funds use satellite imagery to count cars in Walmart parking lots and compare traffic to previous years to predict whether earnings will beat or miss expectations.
These are the people you're trading against when you trade perps btw.
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Evolu retweeted
The first of our $GANG holders letters. I'll be publishing one of these at the end of each month to share how things have been going and provide more data.
As crypto matures, companies that once had to focus primarily on business strategy are becoming industry giants that need to start thinking about corporate strategy.
One of its core principles, creating value through synergies, is something I believe remains massively underexplored in crypto.
Many of these companies are still operating with a startup mindset, overlooking the value they could unlock by thinking beyond their individual products.
Someone should show them what's possible.
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I just want to highlight solana:syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta by @SyndicateGameHQ another time to everyone
The current mcap is ~415k (only 47.5% of supply is circulating) and the treasury is currently $530k (as reported by @backabledotbiz)
That means you can literally buy solana:syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta 25% (!!!) under its Net Asset Value (NAV) at this price
If you’re bullish on Syndicate’s future, I think this is a seriously interesting valuation to be looking at
Check out my full bull case here 👇
Put your capital in Motion.
A PERPETUAL MOTION MACHINE!
You can now purchase $MOTION directly via Jupiter.
pRoFiTj36haRD5sG2Neqib9KoSrtdYMGrM7SEkZetfR
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Being able to own a liquid stake in a real startup is insane to me.
I genuinely don't understand why this is so under appreciated in crypto, everyone rather chases the next vaporware meme.
Angel investing used to be reserved for wealthy individuals with the right connections.
Now you can open MetaDAO or another ownership platform and buy a stake in a startup you actually believe in.
No need to be a millionaire. No need to know the right people.
Just you, your research, and the ability to invest in something you believe has a future.
The fact that we're making startup investing this accessible, yet barely anyone seems to care, genuinely baffles me.
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Going agains the consensus like this works because the human mind is programmed for pessimism through evolution.
Species that pay more attention to threats are more likely to survive and therefore reproduce.
Also a negative event can have a far bigger impact on your life than a positive event can.
This all means that people are far more likely to be loud about pessimistic views than they are about optimistic views.
Keep this in mind when looking at your timeline and the market in general.
"The short sting of pessimism prevails while the powerful pull of optimism goes unnoticed" - Morgan Housel
Never have I ever seen this much doom on the timeline
Everyone and their grandma is calling for a “black Monday” and selling their bags in preparation
Trading against the consensus has done well for me in the past
Will this time be any different?
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Evolu retweeted
there's so many design decisions that went into @fffactoryhq mechanics that people don't see or understand properly, but will become so much clearer as we continue growing:
- one of, if not the only, tax tokens in existence where it's possible to buy/sell at fair market value whilst still paying the tax
- closed loop, custom infra that front ran a huge swathe of issues we've seen elsewhere (from stonk tokens taking taxes and dumping them, to vampire LPs ruining V4 mechanics etc)
- variable taxes designed to productively harvest as much volatility as possible (because you can't be a liquidity layer AND charge high fees on your pools, so you need to be as efficient as possible in capturing what you can guarantee)
- a sustainable yield system that can put up crazy numbers when the attention is there, and still remain standard tradfi competitive when attention dwindles (whilst also being completely separate to the mechanics that perpetually grow TVL/deflate supply)
gonna drop an article soon going more in depth into how these things work under the surface + why they were chosen to work like that
the factory is, unironically, just getting started
Evolu retweeted
Good week for @SyndicateGameHQ solana:syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta
- @solanamobile Seeker app finalised ✅
- first version of iOS and Android Free2Play app live on testflight ✅
- Biggest promo week collab we've had yet... 🔃
- Highest 1D number of unique spenders AND new spenders since our August highs 📈
Good times ahead.
The bigger the return, the higher the price
This applies to everything in life
You want a nicer car? You need to pay more
You want a fitter body? You need to workout
You want a better salary? You need to work harder
This also applies to crypto:
You want higher returns? You need a stronger mind to endure the volatility
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One thing we should never forget about the markets:
Things that never happened before happen all the time.
History is interesting, but investing is not a prefect science.
A geologist can look at billions of years of historical data and determine how the earth moves.
A doctor knows how a kidney works because a kidney works the same in 2026 as it did in 1976.
But the market is not a hard science. It is a massive group of people making imperfect decisions.
History is interesting, but don't get caught up studying historical events to determine the future.
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Evolu retweeted
The last month has been crazy.
Heads down shipping V2 which went live a week ago.
Full focus on our @backabledotbiz raise for solana:syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta closed out with $600k raised.
Now, hardcore ship mode. Just getting started.
Join the solana:syQqkspvb2PRr1meJ5pJDmhgxwc4hUou2TMjjrTmeta.
FYI
Just over an hour left on this raise
Personally not one I’m fading
If they raised through the traditional route (VCs), with these numbers, the valuation would be much higher than what they are raising at now
Made my commitment to the @SyndicateGameHQ raise on @backabledotbiz 🤝
$290k+ revenue in the first 3 months
30% 7-day retention vs. ~4% industry standard
Plans to expand to the App Store & Google Play with a non-crypto version
Excited to become an owner of this awesome game
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Couldn’t agree more here
Innovation is key if you want to stay/be on top, especially in a space moving as fast as crypto
But innovation requires experimentation
And experimentation requires freedom
I think this is something that SOL leadership should be encouraging a lot more
Biggest problem with hooks/amm/t22 etc etc experimentation on Sol rn is distribution.
Experienced (still am) the exact same problems with @fffactoryhq.
Dex's don't route, terminals don't trade, charting tools don't chart and blah blah blah - the current decentralized system is only as open as its largest infra providers allow.
Most of those platforms are also so large/cemented in their own lane that you either need mass capital/traction to get them to pay attention, or they'll like your concept/platform enough and just vamp it themselves instead.
Needs solving if we want to allow innovation on sol to keep pace with the increased build capacity/speed that ai has brought.
Pipeline.
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