tolks @_tolks Twitter profile

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tolks

@_tolks

11 months

wrote this exact thing 5 weeks ago & made the clear case for being insanely bullish feelsgoodman.gif

Nate Geraci

@NateGeraci

11 months

Key language in Nasdaq/iShares spot ether ETF filing... Grayscale court win + SEC approval of ether futures ETFs should = spot ether ETF approval

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Last Seen Profiles

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@_asyrafothmann

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@PlayPeng909

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@metalrockkitty

@sosooo9087

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@ItsWebbJP

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@werk4equality

@Sukasange_ngewe

tolks

@_tolks

2 years

raise $12M from VCs, spend months building, and you have the ability to release an NFT collection that challenges Pixelmon for the worst thing I've ever seen

Azurbala

@azurbala

2 years

Azurians are coming.

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tolks

@_tolks

2 years

September should be a fun month filled with opportunities and volatility Am I missing anything?

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tolks

@_tolks

2 months

@Rewkang wow crazy how this thinking didn't apply to SUI five days ago and it was okay to shill & dump on people!

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tolks

@_tolks

2 years

Crypto catalysts I'm monitoring this month that hopefully results in Uptober What else am I missing?

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tolks

@_tolks

5 months

this coinbase btc seller is an absolute psychopath

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tolks

@_tolks

6 months

Coinbase revenue from Base continues to parabolic, ~$33M of revenue since the start of 2024

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tolks

@_tolks

2 years

crypto catalysts i'm monitoring throughout November what else am i missing?

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tolks

@_tolks

10 months

zhu really tweeted “run it back turbo” at the pico local high after BTC ran 140% impossible to know how they vaporized billions of dollars

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tolks

@_tolks

2 years

imagine the smell of losing a billion dollars on mobileCoin

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tolks

@_tolks

2 months

when SOL was sub $20 they told me it was a ghostchain with no TVL or users, the next EOS when SOL is ~$200 everything is fake & incentivized so it's overvalued, funny how that works innit

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tolks

@_tolks

1 year

some of the hamster cope from the VC types is hilarious sorry bro, people are having fun & legit talking/interacting/curious more about crypto because of hamsters racing instead of your copy paste ridiculous valuation L2 that has 127 users with a combined 8000 sybil wallets

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tolks

@_tolks

2 months

"i don't understand ETH's underperformance"

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tolks

@_tolks

2 years

crypto catalysts i'm watching throughout December what else am I missing?

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tolks

@_tolks

3 years

busy week. as always, your weekly recap @cmsholdings @blknoiz06 @___hounds @mattysino @Darrenlautf

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tolks

@_tolks

3 years

november recap & highlights, probably nothing @cmsholdings @cmsintern @blknoiz06 @ledgerstatus @mattysino @___hounds @Darrenlautf

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tolks

@_tolks

1 year

Link marines down so bad they’re doing fundamental analysis on Sergey smiles

iLink.CCIP

@BuyMoreLink

1 year

Never seen Sergey smile like this. He knows they just changed the game and he’s psyched! $LINK

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tolks

@_tolks

3 months

Coinbase suing the SEC & FDIC while Van Eck files for a SOL ETF, what a beautiful morning

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tolks

@_tolks

1 year

things are not well over in reddit land

TechCrunch

@TechCrunch

1 year

Reddit is killing blockchain-based Community Points by @morgan_sung

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tolks

@_tolks

7 months

you guys really convinced yourself to fade SOL for the 3rd time, just submit to the SOL<>ETH fractal & embrace it as the high growth beta this cycle it’s been a year+ now of this, you’ll be happier i promise

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tolks

@_tolks

27 days

HNT up 115% from this over the past two months w/ essentially no drawdown while rest of market pukes couldn’t be more convicted in DePIN’s growth, real world impact & opportunities over the coming 12-24 months. AI tokens & DePIN garner core focus, attention & research from me

tolks

@_tolks

3 months

HNT becoming one of my favorite non-meme alts joining MKR & AR (AO) -clear front runner & market leader of DEPIN narrative which will see parabolic growth as the cycle progresses, clear crypto/token use case example, HNT always mentioned -one of few tokens on SOL funds can

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tolks

@_tolks

7 months

actually unfathomable that this token wasn't live ~36 hours ago & was available to buy in size sub 10M market cap, ~450M of 24h volume is absolutely bonkers

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tolks

@_tolks

3 years

another boring week @cmsholdings @mattysino @blknoiz06 @MoonOverlord

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tolks

@_tolks

8 months

haven't looked at MOG in the past 3 months until an hour ago, instantly bought 178 days of consolidation into previous ATH break as we head into the most favorable conditions we've had in years, wouldn't be shocked if it was the next $1B memecoin

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tolks

@_tolks

3 years

your weekly recap @cmsholdings @cmsintern @Darrenlautf @___hounds @mattysino @blknoiz06

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tolks

@_tolks

10 months

people are so angry about SOL’s rally they’re reverting back to issuance FUD & tweeting their models about the chain’s “financial income statement” the entire space is priced on future potential growth, user adoption & having scale for more than the 20k of us here you bozos

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tolks

@_tolks

2 months

ETHBTC making new 1,204 day (!!!) lows

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tolks

@_tolks

3 years

$APE stimmy in full effect and as usual @GiganticRebirth was months early. NFTs launch tokens, profits are sticky to the ecosystem, repeat. NFT marketcap v tokens suggests the wealth created from NFTs is just beginning

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tolks

@_tolks

3 years

some mid to long term hopium, your weekly recap @cmsholdings @blknoiz06 @___hounds @mattysino @Darrenlautf

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tolks

@_tolks

1 year

@Timccopeland @AkadoSang are you telling me they released a 42 page report with the scary headline "Illicit Finance Risk Assessment of Decentralized Finance" only to conclude that it still most commonly occurs with fiat

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tolks

@_tolks

5 months

the most anticipated launch of '24 arguably rugs retail capital that was locked for months to years inflating the metrics which increased pre-launch valuation massively rewarding VCs & team poetic that the same VCs cope & complain about retail liking memecoins, fascinating innit

zefram.eth

@boredGenius

5 months

non-transferable airdrop✅ most tokens go to VCs✅ vesting starts immediately for VCs✅ tiny airdrop alloc✅ points trading encouraged but traders get rugged✅ spend a lot of effort banning VPNs✅ insiders know the precise block number of snapshot✅ it’s so over

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tolks

@_tolks

3 months

HNT becoming one of my favorite non-meme alts joining MKR & AR (AO) -clear front runner & market leader of DEPIN narrative which will see parabolic growth as the cycle progresses, clear crypto/token use case example, HNT always mentioned -one of few tokens on SOL funds can

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tolks

@_tolks

3 years

your December recap, cheers to 2022 @blknoiz06 @cmsholdings @mattysino @Darrenlautf @___hounds

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tolks

@_tolks

9 months

easy to take health & family for granted (especially during trending markets) until it affects you, haven't been as active here or responsive in chats the last few weeks mom has been dealing w/ surprise unknown nerve issue but got out of house for first time this month today,

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tolks

@_tolks

1 year

pre rich is by far my favorite saying to come out of this bear market, incredible language use from cat

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tolks

@_tolks

9 months

@blknoiz06 people really tried to psyop themselves into thinking these guys will understand memecoins, culture, L2s, restaking, bridging, nfts, etc. better than us so the edge will be gone clown behavior

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tolks

@_tolks

3 months

that eth move from 3500 to 3510 on official confirmation of its ETFs launching tuesday was biblical, i'll never forget where i was

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tolks

@_tolks

3 months

ethbtc & soleth green, btcd down, cat coins ripping & clear broad but selective dispersion bid on alts while BTC swept crucial 60k level market clearly acknowledging "well, we're fucked if it's not here so take a chance"

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tolks

@_tolks

4 months

comfy in spot, picture unrelated

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tolks

@_tolks

8 months

don't ever forget that at the pico lows, 16k per BTC, they tried to tell you that: -crypto was a failed experiment, pivot to AI -Europe was going to freeze -Tether was a ponzi -WW3 & recession were imminent -8%+ inflation was permanent -capo was right we earned this + more 🫡

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tolks

@_tolks

8 months

hard to verbalize how ridiculously lucky we are to be aware of & participating/investing in the next 5-10 years of crypto & AI don't take a day for granted, things will forever be changed

Chiefingza

@chiefingza

8 months

Believing more and more that crypto as a financial system might be even more useful for AGI than it is for humans

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tolks

@_tolks

9 months

this shit is going to get so insanely weird over the next few years trump is going to shill a protocol that uses eigenlayer for 3750% apy in a presidential address & endorse polygon as the tech that can send humans to mars

Ansem 🐂🀄️

@blknoiz06

9 months

did antonio brown just tag me in a solana ponzi yield farm or am i tripping

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tolks

@_tolks

7 months

NMT mint exploit, absolutely hate to see it

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tolks

@_tolks

2 years

crypto narratives & trends i'm mainly watching throughout February what am i missing?

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tolks

@_tolks

11 months

there is no second best community @monad_xyz

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tolks

@_tolks

3 years

prices down, but the pace of innovation and investment in crypto never stops NFTs are dominating web2 involvement/partnerships in crypto and the underlying core infrastructure to handle hundreds of millions of users is advancing rapidly @MoonOverlord

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tolks

@_tolks

1 year

> mad lads to 300 while SOL doubles > sell & stake with jito for 6.5% > wait for SOL to break ATH in 2025 > sell for house

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tolks

@_tolks

5 months

patriots in control

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tolks

@_tolks

9 months

one of the hardest things in crypto is realizing something has multiples more in it even after selling a big win, i sold ~2.6M WIF tokens twice (bozo), eventually scaling out sub .01 buys between 20-30M market cap a lot of times, especially in bull, being "late" is still early

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tolks

@_tolks

9 months

@blknoiz06 pancakes one of the few worth protecting at all costs

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tolks

@_tolks

9 months

@kelxyz_ rate cuts, election year, halving, dampened btc vol leading people to eth & sol, sol to eth fractals going to be shared on cnbc, firedancer, depin, payments, etc. etc. man, we deserve this shit

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tolks

@_tolks

7 months

they have nothing left, we already won

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tolks

@_tolks

1 year

hey, ya'll wanna see something funny? ignoring the outlier induced chart crime log scale, according to the same block data sited, yesterday on-chain volume: SOL $1.1B, ETH $1.48B go off for clicks and a "dunk" though king

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tolks

@_tolks

7 months

Newsy Johnson is trending and you want to cash out? How about you take a chance Newsy Johnson

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tolks

@_tolks

1 year

seen this circulating as a dunk on my fellow SOL bros & my counter is so what? TVL is a flawed metric & would 3-4x+ that in TVL with "successful" copy/paste lending/borrowing dapps benefit anyone? new/practical use cases still likeliest to come from SOL imo & i'd rather wager

Mark Jeffrey

@markjeffrey

1 year

But the TVL on Solana $SOL is even worse. It actually flatlines.

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tolks

@_tolks

10 months

the slightly more obscure things going to keep outperforming for longer staking madlads TIA & TAO, brc tokens, xNFTs & backpack exchange, inscribing on BTC & buying ordinals, SOL airdrops (only 9.8k wallets eligible for jito is laughable) + ecosystem growth (BONK), etc.

Pool 2. Paulie

@Pool2Paulie

10 months

think stuff like MUBI goes to 500m-1b in full on brc mania we're in the first leg of that

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tolks

@_tolks

8 days

saw a few tweets when i was traveling about SOL being cooked & the casino toast in a shocking turn of events, for the 87th time this year, SOL then outperformed the majors to the upside while a coin went from 0 to 150M & the entire casino repriced higher. fascinating behavior.

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tolks

@_tolks

1 year

SOL, SOLETH & SOLBTC all outperforming on an insanely bullish day for BTC

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tolks

@_tolks

3 months

governments selling billions, gox unlocking billions, gensler waging a last war on his way out final boss energy off the charts recently, a necessary part of securing the golden bull run soon there will be no FUD or overhangs left standing

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tolks

@_tolks

2 years

you're weekend reading assignment is here with an overview covering *most* of the crypto ecosystem 🫡 thoughts on cyclicality, and outlining the developing sectors and ecosystems that eventually fuel the next rally in late Q3 through EoY

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tolks

@_tolks

6 months

tensorian holders not happy, currently displaying the rare candle wick to volume touch often only seen during hacks

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tolks

@_tolks

3 months

SOLETH trading like one has never ending vapor layers & modularity pillaging it while one has a singular coin to bid crazy how that works innit

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tolks

@_tolks

10 months

bankless guys & eth maxis: stop bullying us, this site has become an unbearable cesspool of hate towards ETH also them: here’s my engagement bait unpopular opinion please reply

sassal.eth/acc 🦇🔊

@sassal0x

10 months

Feeling feisty today - here are 2 unpopular opinions: - The 21m BTC cap will be removed and/or Bitcoin will become a PoS network - The Bitcoin chain will be sunset and BTC the asset will survive as an ERC20 on Ethereum These things may happen within the next 10-20 years

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tolks

@_tolks

2 months

im trying ridiculously hard to remain bullish ETH outperformance over the next 3+ months but the only thing the ETH people talk about are SOL-based metrics, users & incentives

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tolks

@_tolks

9 months

>be CISO at polygon >tweet insanely misleading attention grabbing thing about competitor (SOL) that garners 100k views & 120 retweets in 5 hours >add clarification tweet 4 hours later that original tweet is FUD, article is old, "theoretical" attack is now impossible >profit????

Mudit Gupta

@Mudit__Gupta

9 months

Its an old research paper about a theoretical attack that has been fixed since. Shared as its still a good read for anyone building decentralized systems. Better to learn from other's mistakes rather than repeating yourself. No shade at Solana, every software has bugs.

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tolks

@_tolks

4 months

maybe vitalik & the ETH ivory tower crew should've focused on the worthless governance token that has held their defi ecosystem hostage for years while the founder leverages it to buy multiple mansions instead of a few SOL memecoins

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tolks

@_tolks

7 months

your SOL balance visualized as you rotate from new scam presale to new scam presale

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tolks

@_tolks

3 years

as always, your weekly recap @cmsholdings @___hounds @blknoiz06 @Darrenlautf @mattysino

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tolks

@_tolks

2 years

The captain requests you stow your tray table and re-fasten your seatbelt. Thank you for flying with Sisyphus Airlines

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tolks

@_tolks

4 months

all these bearish vc threads & alts are cooked posts must’ve been hung up in legal review for the past 3 months

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tolks

@_tolks

1 year

been this way for a few weeks but USD inflows continue to only go to 3 places: ETH staking, SOL DeFi & onchain coins ETH staking plays mainly just EigenLayer + Swell so until something changes it's the summer of SOL DeFi & the onchain trenches

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tolks

@_tolks

3 months

SOL has been the leading risk on signal for the majority of the past ~18 months, it’s the clear cut high growth beta to the overall crypto bid if you want your bags to go up, you want SOL & SOLBTC to go up

blockgraze

@blockgraze

3 months

some ETH guys might be upset that SOL is leading, but just know that this regime is your only shot for your bags to go up in USD what's good for Solana is good for crypto

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tolks

@_tolks

8 days

one of the last things i did before leaving last week was buy some moo deng because i remembered the virality of fiona at the local cincy zoo every time i sell some of this coin it goes higher & i fear i might've fumbled parts of wif 2.0 (after fumbling 4M wif tokens twice)

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tolks

@_tolks

2 years

look at the king @tier10k firing off a warning shot before the actual announcement 2 seconds later and he still buries Walter per usual salute 🫡

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tolks

@_tolks

29 days

thankful the NFL is back tonight, will be refreshing to lose money on something other than crypto

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tolks

@_tolks

6 months

checking in on my favorite things

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tolks

@_tolks

11 months

is WETH solvent enough to support an ETH ETF?

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tolks

@_tolks

10 months

seeing more takes like this by the day from ETH maxis 1) ETH can't go up until they stop crying about how it's undervalued (i have bags & want it to go up too) 3) ETH went from 0 to 4k in ~8 years & is the 39th most valuable asset in the world by market cap, ofc other smaller

DeFi Dad ⟠ defidad.eth

@DeFi_Dad

10 months

Kinda amazed how trendy it got in a few months to be bearish ETH. To give up on Ethereum and its L2s now would be foolish. Nothing has changed. The last 2 years of teams building on Ethereum/L2s is so backlogged and will become increasingly obvious again as teams launch. My

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tolks

@_tolks

15 days

coins ripping, stocks ripping, climbed a mountain w/ my gf conquering some previous height fears & doomers are once again shambles bless up, life is good

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tolks

@_tolks

2 months

jokes & ETH problems aside, i think SOLETH move is likely done for a bit within the next ~week. it's clear several entities have been unloading ETH while ETF flows are strong & ETHE is running dry, sentiment reaching new ATLs rough thought is ~2-3 months of ETH outperformance

tolks

@_tolks

2 months

"i don't understand ETH's underperformance"

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tolks

@_tolks

4 months

unironically need this iggy spaces spread as far as possible she's done more explaining/benefitting crypto in the past 30 minutes than the millions of hours of vc podcasts

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tolks

@_tolks

1 year

@adamscochran even if remotely true, i remember when you use to be a semi-useful follow you might as well be WatcherGuru at this point

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tolks

@_tolks

9 months

remember the most important thing, we deserve this

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tolks

@_tolks

4 months

im sorry brother, solscan is hard to read i didn't know what i was doing HH

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tolks

@_tolks

5 months

aaaaaaaaaaaaa

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tolks

@_tolks

7 months

current meme portfolio of market caps im willing to mention consists of BAG, MOG & ZYN, thoughts below. up nicely on BAG, seems like the only authentic beta to wif, not selling until at least 1/10th WIF, "cat coin" sector eventually climbs higher as people increasingly cite

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tolks

@_tolks

5 months

three straight days of GBTC inflows

Tree News

@News_Of_Alpha

5 months

[Tree] Grayscale (GBTC) Daily BTC Flows: +30.8m

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tolks

@_tolks

1 year

why is this a thing

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tolks

@_tolks

7 months

even if we puke from here i wouldnt change my mind on thinking most people haven't properly adapted to current market. way too much doubt, comps to previous cycle returns at this stage, left translated fear, etc. it's evidently clear ETF flows drastically change market structure

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tolks

@_tolks

7 months

market (nomad) putting on absolute clinic just slowly and methodically walking BTC up over the past 7 hours, gib the finale

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tolks

@_tolks

8 months

WHALES is another example of this, sold 20-25 cents on two wallets after a 3x before further realizing the potential as we enter increasingly bullish conditions, one of the most important things you can do is realizing when "late" or something you already sold is still early

tolks

@_tolks

9 months

one of the hardest things in crypto is realizing something has multiples more in it even after selling a big win, i sold ~2.6M WIF tokens twice (bozo), eventually scaling out sub .01 buys between 20-30M market cap a lot of times, especially in bull, being "late" is still early

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tolks

@_tolks

2 years

main crypto sectors, tokens & trends i'll be watching throughout April what else did i miss?

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tolks

@_tolks

8 months

study TAO’s price at the FDV equivalent of what OpenAI is trying to raise

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tolks

@_tolks

9 months

people keep saying this cycle will be faster, it’s the last ever, etc. but *only* 39% of financial advisors think the ETFs are even happening, 12% think never we’re in a constant echo chamber, but important to remember that crypto is still dead to 95%+ of the world

Juan Leon

@singularity7x

9 months

Less than half of all advisors expect a spot bitcoin ETF in 2024 In a surprising development, only 39% of advisors believe a spot bitcoin ETF will be approved in 2024. By contrast, Bloomberg ETF analysts peg the likelihood of a January approval at 90%.

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tolks

@_tolks

10 months

prices uponly, protocols airdropping yearly salaries, ETF approvals imminent, BTC halving, macro rate cuts, crypto ETPs seeing billions shoved into them, stable supply & TVL grinding up, election year it's unfathomable how back we are

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tolks

@_tolks

5 months

@toptickcrypto gary's in his office with a double pappy & a cigar just smashing market sell every few minutes from the DOJ's ledger

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tolks

@_tolks

4 months

this is one of the silliest charts ever created

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tolks

@_tolks

4 months

COIN to 1k, HOOD to 100, the coins to infinity

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tolks

@_tolks

7 months

higher for longer

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tolks

@_tolks

3 years

another boring week @mattysino @cmsholdings @blknoiz06 @MoonOverlord

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tolks

@_tolks

10 months

maybe im overthinking this but seems like this is the final nail in the coffin of any remaining small chance of ETF denial? timing of it ahead of potential ETF launches signals approval & pressure of corporations/banks desire to hold/custody crypto

*Walter Bloomberg

@DeItaone

10 months

⚠ CRYPTO TO BE MEASURED AT FAIR VALUE UNDER NEW FASB RULES

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