WTL @HeisWTL

Indonesia's Rupiah has gone to zero against Bitcoin. This is where all fiat ends up.

$ORBIO is hitting all time highs in platform revenue and AI token usage... @0x_aster reports $46K in retail business revenue over 40 days, generated by users purchasing AI credits with their credit cards reportedly 10x its protocol revenue Yash explains why sustainable business revenue matters for long-term growth, alongside usage reaching roughly 2.5 billion tokens per day “ If you want a long-term project, it needs a very solid business model underneath.”

MCG @MCGlive

3 days ago

Today on MCG $ORBIO | @orbiodotso w/ @0x_aster Orbio is a marketplace that sells cheap AI credits for different models at discounts. Highlights Include: 02:32 - Yash’s background 06:53 - Agent's credit problem 07:29 - Fix: trading volume funds inference 07:38 - Grants of up

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@comic @MSTR_simulator What are you talking about bro it’s all a fugazzi no one cares Just number go up that’s all that matters rich or poor

when the market gets boring, that's usually when I start paying the most attention. no green candles. no dopamine. no timeline hysteria. just projects quietly building while everyone gets distracted. that's when I want to study: what's actually shipping? who still has users? who still has liquidity? who is still attracting builders? which token actually captures value? the easiest time to get excited is after something pumps 300%. the better time to do the work is when nobody cares. boring markets are where watchlists become positions.

this is the $CRCL thesis in one chart. USDC added ~$1.1B in market cap in 7 days more than 2x the growth of the next closest stablecoin. the stock can trade wherever it wants short term. I’m watching the network. more USDC → more reserves → more distribution → more liquidity → more reasons to build around Circle. $CRCL is a bet that internet-native dollars keep winning.

jmike.var @miketwinks

3 weeks ago

when people ask me why $CRCL i just show them this chart usdc added +$1.1b in market cap in 7 days that’s the answer

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@0xkekov You should try my strategy

Are we still in uptober?

@based_minecraft Great old times…

@BeefMcManstick Saving this for when $CASHCAT, $STONK and $AI are all up 5x and CT pretends it never capitulated.

@saylor I'm not joining Bears Anonymous. I'm buying $MSTR until the wheels fall off. ~$10k in already. I keep buying until June 2027. then I wait for the bull market, rotate the gains into $STRC and live off the yield. want to watch the experiment? my profile is public.

robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 has now gone through 3 major drawdowns. 1st drawdown: ~45% it recovered. 2nd drawdown: ~54% it recovered again and pushed to a new high. 3rd drawdown: ~68% and that's where we are now. from roughly ~$380M at the recent peak to around ~$122M today. this is what people forget when they look at charts after the fact. the rallies look obvious. the drawdowns feel like the thesis is dead. $AI has already shown that this market can reprice it violently in BOTH directions. I'm not saying every dip has to recover. but if the LONG ecosystem keeps building and the thesis remains intact, a ~68% drawdown is exactly the kind of reset that gets my attention. same project. same thesis. way less expensive expectations. now let's see if history rhymes for a third time.

Everyone is looking at these charts and seeing death. I’m looking at them and seeing capitulation. RH Chain didn’t suddenly lose the thesis — liquidity disappeared, attention moved on, and tourists got nuked. That’s EXACTLY when I want to be watching. $PONS. $CASHCAT. $NET. If RH Chain catches a second wave, people will look back at these charts and say: “How the fuck did I not buy that?” I’m not leaving. I’m accumulating.

Stacco @Stacco__

2 weeks ago

My opinion as to why onchain looks the way that it does and why I'm still delusionally bullish on RH chain.

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I don't need 100 positions. I need the right ones. $BTC — the foundation. $MSTR — amplified Bitcoin + capital markets. $CRCL — the rails for internet-native dollars. $ORBIO — AI compute, agents and tokenized inference. $PONS — asymmetric exposure to the next wave of speculation. different narratives. same thesis: the line between crypto, stocks, AI and internet-native markets is disappearing. I'm building the portfolio for that convergence. now we wait for the stones to activate.

this is the part of $MSTR people still don't fully appreciate. Saylor isn't just accumulating Bitcoin. he's trying to manufacture financial products around it. $STRC combines: capital from traditional markets + a dollar-denominated income product + a corporate balance sheet built around Bitcoin the investor gets yield. Strategy gets another channel to raise capital. and that capital can ultimately strengthen the Bitcoin treasury. that's why “Digital Credit” matters. the real innovation isn't simply owning BTC. it's building an entire capital structure that can continuously attract different kinds of investors around BTC. $MSTR is becoming a financial machine with Bitcoin at the center.

Michael Saylor @saylor

2 weeks ago

Digital Credit is an alloy of capital and currency. $STRC

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last month I bought ~$50 of $CASHCAT. not because I wanted a full position. just enough to put my foot in the water and start watching it more closely. that little test position is now worth around $38. perfect. I wasn't looking for instant green candles anyway. I'm waiting for the real bottom (if we even get one) before I size this up properly. sometimes the first buy isn't the bet. it's just the ticket that makes you pay attention. if $CASHCAT gives me the setup I'm waiting for, I'll add a lot more.

this is much bigger than “daily dividends.” if approved, Strategy is turning its preferred stack into something closer to a continuously compounding credit product. every calendar day counts. weekends count. holidays count. cash gets paid on the next business day. why does that matter? less reinvestment lag. more predictable income. potentially better liquidity. potentially tighter pricing around par. and if that makes $STRC / $STRF / $STRK / $STRD more attractive to income investors, Strategy gets access to an even deeper pool of capital. more demand for Digital Credit → more capital raised → more balance-sheet flexibility → potentially more BTC per share. this is the part of the $MSTR thesis people miss. Saylor isn't just buying Bitcoin. he's building an entire Bitcoin capital market around it.

Strategy @Strategy

3 weeks ago

Every calendar day would count. $STRC Daily dividends are proposed, subject to shareholder approval.

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this is another reason I think people still frame $CRCL too narrowly. Circle isn't just issuing a stablecoin. it's building the rails around dollar liquidity. now BTC can be deposited as collateral, minted into cirBTC, and used to borrow USDC through lending markets on Arc or Ethereum. think about the loop: BTC collateral → cirBTC → USDC liquidity → onchain lending → more USDC utility Bitcoin holders don't necessarily need to sell BTC to access dollars anymore. they can borrow against it. and guess what sits on the other side of that trade? USDC. payments. AI agents. tokenized assets. and now BTC-backed credit. Circle keeps finding new reasons for capital to settle in USDC. that's the $CRCL thesis getting broader.

USDC @USDC

4 weeks ago

BTC-backed borrowing, settled in USDC. Eligible Circle Mint LLC customers can now deposit BTC, mint cirBTC, and borrow USDC through supported third-party lending markets on Arc or Ethereum. A more direct path from BTC collateral to dollar-denominated liquidity.

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this is the part of the LONG thesis I think people are sleeping on. the ecosystem isn't just creating stock-paired tokens anymore. it's starting to build the liquidity layer underneath tokenized stocks. if top LONG pairs already control 20–40% of their underlying stock supply, letting community vaults deploy directly into the main USDG/STOCK pools creates a much stronger flywheel: stock pair demand → deeper liquidity → more volume → LP fees → fees back into the vault → even deeper liquidity that's how you go from “interesting tokenized stock experiment” to actual market infrastructure. Robinhood Chain will need deep liquidity if tokenized equities are going to scale. LONG is positioning itself to own part of that layer. very interesting.

LONG() @longdotxyz

3 weeks ago

Introducing the community vault LP upgrade. The next step for LONG stock pairs: becoming the liquidity backbone for tokenized stocks on Robinhood by holding the largest external liquidity positions. Top LONG pairs already capture 20–40% of their underlying stocks’ circulating

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this is one of the most underrated parts of the $CRCL thesis. AI agents don't need banks. they need programmable money. money they can hold. send. swap. bridge. pay for APIs with. use 24/7. without asking a human for permission every transaction. and USDC is already settling ~99% of agent-driven payment volume on Circle's stack. now Circle is building the entire layer around it: Agent Wallets Agent Marketplace x402 payments Nanopayments Circle Skills and Arc underneath all of it. the internet gave humans digital money. AI agents may make programmable dollars the default money of machines. and Circle is positioning itself directly in the middle of that economy. $CRCL

Circle @circle

3 weeks ago

Want to give your agent access to USDC (the $ agents use for 99% of txns)? Copy + paste this into your @Muse: "Connect to Circle Agent Stack using agents.circle.com/skills/setup.md"

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this is exactly what I want to see from $ORBIO. not just announcements. builders. 60+ people building on top of the Orbio / $CREDIT flywheel. $5k+ in CREDIT stipends. 10 winners. new apps, agents and experiments actually touching the ecosystem. price is what CT watches first. but ecosystems are built in the opposite order: builders → products → users → activity → liquidity → price. if Orbio keeps attracting people who actually build with the stack, the token thesis gets much more interesting. $ORBIO

orbio @orbiodotso

3 weeks ago

Orbio Build Week. Over 60 builders, >$5000 in credit stipends, and ten winners. Meet the top four: 1) @errandboard 2) @RobertoAgentApp 3) @foundryxyz 4) @LudiArena More results, honorable mentions, and what comes next:

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