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Builder. Trader. Writer. Charity. Sharing insights in DeFi, Economics, & Business 📳 Founder of @zeroomega_ @lofitheyeti
Denver / Chicago
Joined October 2012
The Lofi Foundation will be setting up water wells in a new country thanks to Komodo Water! 💧🦎 INDONESIA 🇮🇩 There are nearly 100 MILLION people in Indonesia who don't have access to clean water. That's roughly 35% of people in the country with no clean water 🤯 This
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$IGV vs $BTC ⤵️ Correlation remains ~0.90–0.95 Both topped in October IGV now printing some of the largest capitulation volume candles on record, with a gap below If IGV is bottoming, $BTC as high beta likely amplifies the move on reversal $IGV tracks U.S. tech + high-beta
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Some quick @lofitheyeti updates 🥶 🧊 Lofi is now featured in an Intro To Blockchain course alongside Bonk, Pepe, Toshi, and Ponke and is hosted by @Alchemy University on the main page 🧊 I was unable to get a BIG Lofi Winter event across the line due to several factors but we
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Some quick @lofitheyeti updates 🥶 🧊 Lofi is now featured in an Intro To Blockchain course alongside Bonk, Pepe, Toshi, and Ponke and is hosted by @Alchemy University on the main page 🧊 I was unable to get a BIG Lofi Winter event across the line due to several factors but we
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take notes $SUI folks, my guy @0xWara dropping signal here ⇢ it's no longer enough to just go back and forth in your own bubble ⇢ you need to bring fresh people into the ecosystem ⇢ you need to go out and explore other ecosystems ⇢ you need to keep an open mind and realize
I wish Sui kols would start posting more about other blockchains Expanding your niche in web3 is essential to onboard new users to your favorite chain, but... Breaking the eco chamber we unintentionally created by only posting abt 1 specific chain/protocol is not easy Your die
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Live look of @zachxbt getting ready to drop this report to send crypto to 0
NEW: Major investigation dropping February 26 on one of crypto’s most profitable businesses where multiple employees abused internal data to insider trade over a prolonged period of time.
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Meta will eventually issue a stablecoin or adopt one The only real question is where it settles Not from a branding standpoint From a systems standpoint Distribution, compliance, liquidity depth, and technical architecture will determine the outcome Here are the realistic
SCOOP: Mark Zuckerberg’s Meta is planning a stablecoin comeback in H2, eyeing a third-party vendor as a key partner to power payments across Facebook, Instagram and WhatsApp. @IanAllison123 reports https://t.co/NGgZHy9MC0
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when @SBF_FTX was gambling user funds and manipulating $BTC, the market was nuking left and right we just had @JaneStreetGroup doing effectively the same thing everyday at 10am a bunch of bad apples from the same tree one thing is clear: Bitcoin and crypto can now go much,
For months, 10 AM meant one thing: the Jane Street dump. Yesterday, they got hit with an insider trading lawsuit. Today at 10 AM? Bitcoin rips higher instead. Coincidence, or did the game just change?
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$IGV Just Did Something It’s Never Done Before Four of the largest volume days in its entire history… back to back. $IGV tracks U.S. software and application tech. Think high-beta growth. AI names. Duration-sensitive equities. Sequence: 1. Largest volume day ever 2. 2nd
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Meta will eventually issue a stablecoin or adopt one The only real question is where it settles Not from a branding standpoint From a systems standpoint Distribution, compliance, liquidity depth, and technical architecture will determine the outcome Here are the realistic
SCOOP: Mark Zuckerberg’s Meta is planning a stablecoin comeback in H2, eyeing a third-party vendor as a key partner to power payments across Facebook, Instagram and WhatsApp. @IanAllison123 reports https://t.co/NGgZHy9MC0
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After a good community $SUI Space today where everyone was fired up about the news @Meta is integrating stablecoins in H2 2026, and the @SuiNetwork account was commenting on posts, it seems all the replies are gone 😶 I saw replies on @CoinDesk @Cointelegraph @cryptorover
Sui Roundtable Episode 15 kicks off now! Join @matteodotsui @0xd34th and me for $SUI alpha 🌊
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Sui Roundtable Episode 15 kicks off now! Join @matteodotsui @0xd34th and me for $SUI alpha 🌊
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$ETH Update ⤵️ ➭ Trading below fair value on the logarithmic regression band ➭ 4H descending triangle breakdown confirmed ➭ Watching for retest vs reclaim back into range ➭ Pressing into major HVN (2021 ATH / 2022 base) Acceptance below = continuation Reclaim = fake out
$ETH positioning is becoming asymmetric in a way worth paying attention to 👀 Across venues, downside liquidation pressure is thinning while upside risk is stacking Roughly $19B in ETH shorts sit exposed if price pushes toward $3,600 On the downside, only $6.3B in longs would
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$ETH Update ⤵️ ➭ Trading below fair value on the logarithmic regression band ➭ 4H descending triangle breakdown confirmed ➭ Watching for retest vs reclaim back into range ➭ Pressing into major HVN (2021 ATH / 2022 base) Acceptance below = continuation Reclaim = fake out
$ETH positioning is becoming asymmetric in a way worth paying attention to 👀 Across venues, downside liquidation pressure is thinning while upside risk is stacking Roughly $19B in ETH shorts sit exposed if price pushes toward $3,600 On the downside, only $6.3B in longs would
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Thanks for reading. To support my writing: 1. Follow me @eyezenhour for more business and AI content 2. Repost this thread if you enjoyed reading
There Are 8 Men Quietly Shaping The AI Decade Capital, infrastructure, and regulatory access will determine who compounds and ultimately wins Here’s today's AI Heirarchy: 🧵
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My Take: The winners won’t be determined by model IQ alone They’ll be determined by: ➭ Access to energy ➭ Access to chips ➭ Default distribution ➭ Regulatory alignment AI is becoming infrastructure Infrastructure concentrates and requires energy and massive scale
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TLDR AI power is consolidating across four layers: The real leverage sits at four control layers: ➭ Compute: Nvidia + hyperscalers ➭ Distribution: Microsoft, Google, Meta, Apple ➭ Frontier models: OpenAI, Anthropic, DeepMind, xAI ➭ Policy: Concentrated among all of them
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