RT Ignas | DeFi (@DefiIgnas)Where are the AI vibe coded crypto apps?Yes they will get hacked.But crypto degens love risk.In DeFi summer we threw millions into untested contracts and paid thousands USD per tx.And we trade useless memecoins for fun. Like spending a few k usd per shitcoin doesn't hurt too much.Vibe coded contracts would be speed-running PMF in the open.Deploy fast, see what gets hype, and then actually rebuild it (after it gets hacked) with audits after realizing there is PMF.This is a goldmin ...

Where are the AI vibe coded crypto apps?Yes they will get hacked.But crypto degens love risk.In DeFi summer we threw millions into untested contracts and paid thousands USD per tx.And we trade useless memecoins for fun. Like spending a few k usd per shitcoin doesn't hurt too much.Vibe coded contracts would be speed-running PMF in the open.Deploy fast, see what gets hype, and then actually rebuild it (after it gets hacked) with audits after realizing there is PMF.This is a goldmine of ideas. Somehow we forgo ...

RT Ignas | DeFi (@DefiIgnas)Quantum FUD weighs heavy on BTC price.But I think Coinbase's Board on Quantum Computing will help address it.They can't change Bitcoin's code alone, but they can:- Fund research- Give leadership and urgency to prepare- Tell to institutions that the industry is taking this VERY seriouslyCoinbase has billions in BTC. If quantum rekts wallets or BTC itself, their core business is dead.And Brian Armstrong said in an interview BTC is going to $1m by 2030. Too much at risk.They'll push ...

Saylor not making me happy today.Good his BTC has no voting power like he would have in hoarding ETH and staking ithttps://t.co/U3TOlBVmKWMichael Saylor (@saylor):The greatest risk to Bitcoin is ambitious opportunists advocating protocol changes. ...

Quantum FUD weighs heavy on BTC price.But I think Coinbase's Board on Quantum Computing will help address it.They can't change Bitcoin's code alone, but they can:- Fund research- Give leadership and urgency to prepare- Tell to institutions that the industry is taking this VERY seriouslyCoinbase has billions in BTC. If quantum rekts wallets or BTC itself, their core business is dead.And Brian Armstrong said in an interview BTC is going to $1m by 2030. Too much at risk.They'll push hard on this. ...

The major bearish argument against crypto is China.They ban it seeing it as net negative for society and promote their own CBDC. ...

RT Ignas | DeFi (@DefiIgnas)BTC price prediction based on Manufacturing PMI is dumb:PMI stayed below 50 in 2023 and early 2024, yet BTC pumped from $16k to $73kIf you waited for PMI to reach 50, you would've missed 350% pumpAlso, US Economy is ~80% services, and less than 15% manufacturing GDP (Yes, I gemini'ed it)Claiming Bitcoin is driven by liquidity, institutional adoption (now ETFs), gold, and fiscal dominance makes sense.Manufacturing doesn't ...

RT Ignas | DeFi (@DefiIgnas)These crypto IPOs are no fun:Bitgo, Ledger, Bullish, Kraken, Gemini, Consensys, even Certik...Zero upside for crypto natives. I used Ledger, where is my airdrop? lol I only got my private data leaked.Seriously, Galaxy at least tokenized $GLXY after IPO - that's the crypto spirit.Make onchain amazing. ...

Twitter was better than X.- Thread > Articles. You could quote tweet specific arguments. The new algo now kills threads.- Short 280-character tweets forced concise thinking. The art of brevity is super needed in this AI slop world.- 'For you' reduced the need to follow new accounts, making it tough for new creators to grow. To grow now, you need loud, polarizing, clickbait posts.- Creator payments distort incentives: Twitter was about organic idea-sharing for the sake of it. Not commercialized attention tha ...

BTC price prediction based on Manufacturing PMI is dumb:PMI stayed below 50 in 2023 and early 2024, yet BTC pumped from $16k to $73kIf you waited for PMI to reach 50, you would've missed 350% pumpAlso, US Economy is ~80% services, and less than 15% manufacturing GDP (Yes, I gemini'ed it)Claiming Bitcoin is driven by liquidity, institutional adoption (now ETFs), gold, and fiscal dominance makes sense.Manufacturing doesn'tSatoshi Flipper (@SatoshiFlipper):The bull market Bitcoin blow off top starts forming wh ...