Kaiz 🐂🀄️

@Kaiz_294

Market Bubble

clips + content | working w @MarketBubble | support @blknoiz06 | mod at The Ansem Collective

signal → community discord.com/invite/theblac… Joined May 2021

14.2KFollowers

3.5KFollowing

36.5KPosts

4.9KMedia

65.5KLikes

Kaiz 🐂🀄️

@Kaiz_294

Ran Neuner believes fomo is building toward the next evolution of social media, where trading, public PnL, and social validation come together

“If you think that likes are self-validation, when your money goes up as well, and you're making money, and everyone's watching you make money, and your account's going up, then that's the ultimate”

“I predicted that there's going to be a new layer of social networks, which are going to be financially driven social networks”

“I think that's what you guys are pretty much building”

“X is trying to reverse engineer it by saying, we've got the social network, we now want to plug in the finance part of it”

“I think ultimately the future of trading is a bunch of social network trading platforms”

w/ @cryptomanran

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Kaiz 🐂🀄️

@Kaiz_294

Ran Neuner argues crypto has found real product-market fit and points to dopamine, driven social validation as one of the most powerful forces behind consumer adoption

“Crypto has found real product market fit in probably two or three places recently. First one is obviously Bitcoin, which is a store of value”

“Social networks capitalize on it. You do the work by posting a good post, and then you get validated by likes”

“That's what makes those likes addictive, because they give you dopamine”

“Your brain says, oh wow, I love this dopamine, it means I'm a genius, it means my posts are so good”

“That's why I think Facebook, Twitter, Instagram were all very successful, because they gave you self-validation. So you want more and more of it, and you keep posting”

w/ @cryptomanran

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Kaiz 🐂🀄️

@Kaiz_294

Orangie's advice to young onchain traders: your network will literally be your net worth, and creating content is one of the fastest ways to build it

“Your network will literally be your net worth when it comes to onchain trading”

“Whatever budget you're going to put into your fomo wallet, I would take 50% of that and just buy some alpha groups instead”

“Start making a name for yourself, start creating content. There's a lack of content here, so whoever can get any sort of amount of views is already gonna surpass the average person”

“I'm actually going to India in a few days, and there's this trader over there, Judy, getting like 200 views on YouTube”

“I'm gonna meet up with him because he's doing the thing nobody wants to do, which is create content in this super lucrative space”

w/ @orangie

1:07

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Kaiz 🐂🀄️

@Kaiz_294

Santiago reveals why he backed Backpack early instead of buying HYPE, betting on Armani Ferrante's vision for unified liquidity

“I don't own it. My way of expressing the perp, perp, sorry, I think phenomenal piece of innovation is Backpack”

“I was fortunate to back them super early on. Armani is one of the best building crypto. He has one of the best techs”

“He talked about it here, which is a unified liquidity layer”

“Hyperliquid is going to be different than Hyperliquid US. Binance has Binance US. There's a fragmentation of liquidity”

“When you think about how does this TAM really grow, you have to have a unified layer of liquidity. And I think Armani has been very focused on that”

w/ @santiagoroel, @armaniferrante, @Backpack

0:49

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Kaiz 🐂🀄️

@Kaiz_294

Every transaction signature could become a security concern in the quantum era, and crypto needs to prepare now

“Anytime you sign a transaction, you move funds to a new wallet”

“A new wallet that has not signed a transaction”

“Everything we've talked about here relies on new signings”

“Cryptography and security is a thing that is a constant evolution”

“There are very competent teams that are aware of it and are trying to work”

@santiagoroel discusses the potential quantum threat to blockchain wallets and the importance of limiting public-key exposure.

One proposed precaution is moving funds to fresh addresses after signing transactions. This can reduce exposure in certain wallet designs, although it doesn't provide complete quantum protection.

He also acknowledges that crypto's financial applications depend on continuous transaction signing, making post-quantum security an important challenge for the industry.

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Kaiz 🐂🀄️

@Kaiz_294

Banks asks @blknoiz06 how he'd turn $1,000 into $1 million in crypto, and Ansem reveals he started trading with just $100

“If you had to restart and make a million dollars in crypto, what would you do exactly?”

“That's the realistic starting point for a lot of people. It's a few hundred bucks, $1,000. That's the dream, right? 500 bucks and a fucking dream”

“When I first started trading, I had like a hundred dollars, literally a hundred dollars”

“You funded this whole Ansem arc with a hundred dollars? With one blue? That's insane, dude”

1:09

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Kaiz 🐂🀄️

@Kaiz_294

The next MrBeast of trading could emerge from @fomo itself

“I really like Chang because I feel like he was one of the first people on fomo to actually get big”

“He is a fomo native creator and there's more of these guys now”

“Why would you want to trade after a celebrity necessarily, unless he has really good alpha”

“You want to find who is the MrBeast of fomo”

“There are characters like Chang and these other guys that have risen on fomo, then they build an X account and then get thousands of followers there as well”

@paulerlanger highlights Chang as an early example of a trader who built an audience through fomo.

His vision is to discover talented traders within the platform and help them grow into recognizable personalities, with their influence extending to X and beyond.

The opportunity for fomo is to develop its own generation of trading creators, where trading performance, personality and community engagement drive organic growth.

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@Kaiz_294

Vibhu highlights Solana's biggest challenge: massive onchain adoption that most $SOL holders barely know exists

“There's a huge information diffusion gap between what people like us know, who are actually onchain and active and understand the infrastructure, and the asset holders”

“The asset holders are ultra-passive, ultra-disconnected from our world. They don't know about fomo. They don't know about tokenized equities”

“They open up their portfolio in Coinbase or Kraken or Binance. They have a watchlist. They're just tickers. All they know is three characters: SOL, BTC, ETH”

“How do you tell someone that's been buying $5 of SOL every week for five years that people are actually using this, and there's amazing things happening there?”

“This is a challenge that the Foundation has to solve, and until we can do that, we're going to have this disparity between how these things are valued”

w/ @vibhu

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Kaiz 🐂🀄️

@Kaiz_294

Vibhu outlines the @SolanaFndn's critical role in RWA security, from verifying asset backing to protecting apps like fomo when things go wrong

“A lot of the LLM scaling stuff, I think, has been tunnel vision from a lot of companies and individual researchers, where they're trying to scale this one thing, but they've lost sight of the wider picture”

“If you took a step back and used a parallelizable method, you could get better gains”

“Decentralization basically gives you the largest scale environment you could possibly have to parallelize something, but it comes with a whole set of challenges. Those are challenges we've been grappling with at Gensyn for like seven years now”

“When I was writing my thesis and doing my experiments, I was using a few GPUs that I had in a machine I built under my desk. I wanted more, but it was hard to get access”

“If we solved some of those resource problems, we could scale machine learning in a parallelized way way further than we currently are doing”

w/ @vibhu

1:56

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Kaiz 🐂🀄️

@Kaiz_294

Solana has a structural advantage in long-tail finance: anyone, anywhere can build and bring their local markets onchain

“When it comes to alternate finance and long tail, it's very hard to beat Solana”

“Solana is a global and permissionless system”

“Solana is owned by everybody and nobody”

“You can take your local knowledge of these systems”

“Express it on one giant canvas, that is Solana”

@mert explains why he believes @solana has an advantage as more financial assets move onchain.

Builders across different countries bring local knowledge, communities and market opportunities that a single company would struggle to discover on its own.

From regional stock markets to niche assets and memecoins, Solana gives these participants a shared environment to experiment, launch products and access global liquidity.

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Kaiz 🐂🀄️

@Kaiz_294

papertrade is bringing back the spirit of onchain experimentation, with a focus on building primitives that can last across cycles

“The game's always going to keep changing”

“Trying to return to the roots of on-chain experimentation and new primitives”

“Most people just play too short-term games”

“Playing long-term games is the only way to go”

“The people that end up staying in this space are the people that graduate past that mentality and are able to sort of think for themselves”

@izebel_eth reflects on how quickly crypto moves between narratives and how difficult it is to build something with lasting relevance.

With @papertrade_xyz, he wants to explore new onchain trading primitives while maintaining a longer-term approach to building.

He believes the people who survive multiple cycles tend to move beyond chasing quick returns, develop independent convictions and stay focused on what they're creating.

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@Kaiz_294

papertrade is building a new onchain liquidity primitive where traders, smart contracts and AI agents can access leveraged positions directly

“It is a new type of liquidity primitive”

“Anything, a person, a smart contract, an agent, can just hit a smart contract and get an atomic position”

“There’s no limit book. There’s no API management”

“It’s a purely on-chain confirmation”

“That, to me, is a completely new type of composable”

@izebel_eth outlines a vision of papertrade as a liquidity layer that other applications can interact with directly.

Built on Hyperliquid, @papertrade_xyz uses a protocol-owned liquidity pool to take the other side of trades, allowing positions to be opened and closed through smart contracts without relying on a traditional order book.

The longer-term opportunity is composability. Wallets, DeFi protocols and autonomous agents could integrate leveraged trading into their own workflows through direct onchain execution.

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@Kaiz_294 reposted

Santiago R Santos

@santiagoroel

The long term security budget of bitcoin doesn’t matter until it does

Kaiz 🐂🀄️@Kaiz_294 · 21h

Bitcoin's long-term security budget is becoming part of the investment case for Zcash

“I find Bitcoin deeply uninteresting”

“Anytime I've tried to talk about the security budget of Bitcoin over the last 10 years, everyone has said, you're thinking about it too hard”

“You have to think about this today”

“Zcash has gone from basically $50 to now $1,300, still sitting at a fraction of Bitcoin's market cap”

@santiagoroel questions whether Bitcoin's long-term security incentives are receiving enough attention.

As block rewards continue to decline through halvings, transaction fees will need to play a larger role in sustaining miner revenue. He believes investors should be examining that challenge today.

Zcash has become increasingly relevant to his thesis following its substantial price appreciation, while still trading at a fraction of Bitcoin's valuation.

He considers a scenario where capital rotates away from Bitcoin toward Zcash, although he stops short of making a clear prediction that ZEC will surpass BTC in market cap.

0:49

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@Kaiz_294 reposted

@hotpot_dao

we've never stopped shipping, designing, and testing.
we've never been more laser-focused.
we've never lost hope.
we love technology.
we love crypto.
we love our investors, old and new

god bless america. god bless mega.

Kaiz 🐂🀄️@Kaiz_294 · 22h

MegaETH is still building, and three months of market attention won't determine its long-term success

“The problem with crypto is you're building in the open”

“Building a company early on is hard. Now layer on top of that, having a token and having a community”

“I think it's a team that is focused”

“Crypto has the attention span of three months and moves on to the next meta”

“So let them cook”

@santiagoroel remains supportive of @megaeth despite the criticism surrounding the project.

He points to the pressure crypto startups face when every decision, setback and development milestone is scrutinized publicly.

@hotpot_dao and the team are continuing to build, with MegaETH now focusing more heavily on its own applications and ecosystem development.

He believes early-stage investments require patience, especially in an industry where attention moves to a new narrative every few months.

0:36

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Kaiz 🐂🀄️

@Kaiz_294

Ben spent nearly 7 years building @gensynai after realizing AI scaling was hitting a wall that decentralized computing could help overcome

“A lot of the LLM scaling stuff, I think, has been tunnel vision from a lot of companies and individual researchers, where they're trying to scale this one thing, but they've lost sight of the wider picture”

“If you took a step back and used a parallelizable method, you could get better gains”

“Decentralization basically gives you the largest scale environment you could possibly have to parallelize something, but it comes with a whole set of challenges. Those are challenges we've been grappling with at Gensyn for like seven years now”

“When I was writing my thesis and doing my experiments, I was using a few GPUs that I had in a machine I built under my desk. I wanted more, but it was hard to get access”

“If we solved some of those resource problems, we could scale machine learning in a parallelized way way further than we currently are doing”

w/ @benfielding

1:23

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Kaiz 🐂🀄️

@Kaiz_294

Ansem made most of his money trading perps, and he believes the next generation of trading celebrities will emerge from them

Long-term spot positions can build serious wealth, but skilled perp traders can outperform through precise entries, exits and leverage.

50x leverage and six-figure positions from a $10K account make trading compelling to watch.

The skill creates the edge and the PnL creates the audience.

w/ @blknoiz06

1:16

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Kaiz 🐂🀄️

@Kaiz_294

Bitcoin's long-term security budget is becoming part of the investment case for Zcash

“I find Bitcoin deeply uninteresting”

“Anytime I've tried to talk about the security budget of Bitcoin over the last 10 years, everyone has said, you're thinking about it too hard”

“You have to think about this today”

“Zcash has gone from basically $50 to now $1,300, still sitting at a fraction of Bitcoin's market cap”

@santiagoroel questions whether Bitcoin's long-term security incentives are receiving enough attention.

As block rewards continue to decline through halvings, transaction fees will need to play a larger role in sustaining miner revenue. He believes investors should be examining that challenge today.

Zcash has become increasingly relevant to his thesis following its substantial price appreciation, while still trading at a fraction of Bitcoin's valuation.

He considers a scenario where capital rotates away from Bitcoin toward Zcash, although he stops short of making a clear prediction that ZEC will surpass BTC in market cap.

0:49

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Kaiz 🐂🀄️

@Kaiz_294

MegaETH is still building, and three months of market attention won't determine its long-term success

“The problem with crypto is you're building in the open”

“Building a company early on is hard. Now layer on top of that, having a token and having a community”

“I think it's a team that is focused”

“Crypto has the attention span of three months and moves on to the next meta”

“So let them cook”

@santiagoroel remains supportive of @megaeth despite the criticism surrounding the project.

He points to the pressure crypto startups face when every decision, setback and development milestone is scrutinized publicly.

@hotpot_dao and the team are continuing to build, with MegaETH now focusing more heavily on its own applications and ecosystem development.

He believes early-stage investments require patience, especially in an industry where attention moves to a new narrative every few months.

0:36

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Kaiz 🐂🀄️

@Kaiz_294

Banks is bullish on both $CATE and $ANSEM, while Ansem calls the current $ANSEM level a great entry

“I do like Cate here. I like ANSEM here a lot, too. I wish I could trade it”

“ANSEM has felt so free the last couple weeks. It's actually really held up crazy over the last couple days as well”

“I can promise you one thing, it is a great entry here”

“Z's been fucking so locked in, all the shit that he's doing, that I really don't have a ton of extra alpha on any of that”

“The Cate shit as well. I feel the same way about Cate as I did when it was at 25 mil”

w/ @blknoiz06, @Banks, @PoorGoat_

1:06

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Kaiz 🐂🀄️

@Kaiz_294

Maurits approach to building relationships with founders: prove your value before asking for a seat at the table

“I think the first principle is value first. At first, I had nothing to do with it. I was just an affiliate”

“I already was one of the bigger affiliates. I had multiple thousands of sign-ups, and then the team takes it a little bit more serious, because proven value first”

“I started using it more and more, and I was super bullish. Iman was like, you need to have equity in things that you're pushing”

“I sat down with them, and I was really bullish on the product. And then I was super bullish on the founders and their concept. I could just see in their eyes. They were excited about it. I know that look”

“I got a gift for both of them. I got them both a very nice perfume. It was like a small thank you. It was personalized”

w/ @mauritsneo

1:09

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Kaiz 🐂🀄️ (@Kaiz_294) — posts, photos & videos | PeekX