FatRatKiller
@FatRatKiller
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Risk/Compliance/Business Analyst. China & APAC business & market observer. Also focus on DePIN | ICM | RWA | infra bets. Long Asia
Burdur Merkez, Burdur
Joined April 2022
đ Drowning in endless crypto noise? Threads are surface-level. The real gameâthe raw mechanics, the plays nobody writes downâlives elsewhere. đď¸ Thatâs why I built the fatratkiller podcast. follow here https://t.co/Kv424QKR5n Long-form, no filter, no sponsor leash. Just pure
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Professor of Cryptocurrency Criminology at Gutenberg Universityď˝A Web3 Cyber Security Analyst. All content in the channel is subjective and does not constitute investment adviceďźYou can contact me...
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$100M+ rounds. First half of the year. 90% landed in just two flags. When I saw the PitchBook / Crunchbase cut, my first reaction was dread. This is divergence at escape velocity. Iâve been tracking late-stage flows for months, and the anomaly keeps screaming: capital is
The US sucks up the entire world's talent and lets everyone incorporate there to bear the fruits of other country's education systems (smart strategy) And China has great education itself (STEM) and kinda centrally plans what industries to hyper invest in (like EVs and AI)
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China's Chip Industry Enters Phase Two China's semiconductor policy establishment just published a strategic pivot document through Caijing Magazine. Three words dominate: integration, sovereignty, resonance. The explicit admission: pure import-substitution has produced
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On December 18th, 2024, six #Unitree G1 humanoid robots performed live backup dancing at Wang Leehom's Chengdu concert. They executed synchronized Webster flips â a single-leg takeoff forward somersault that most humans cannot do â in a live broadcast environment with
@elonmusk Chinaâs humanoid-robot âmidfield warâ and the numbers are straight-up schizophrenic. Here is the real context. Dec 16, 2025 Unitreeâs shiny ârobot App Storeâ is still public beta with 3 (free) downloadable moves: âFunny Action / Wiggle Dance / Bruce Leeâ for the G1. Yeah. Three
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Iâm watching Li Auto rush into Silicon Valley in late 2025, after pushing a VLA to users on Sep 10, while XPeng is quietly betting its entire compute stack on a North America team running a 720B cloud teacher model, distilled down to 70â80B on-car. Thatâs an order-of-magnitude
#LiAuto has officially launched in #Egypt, #Kazakhstan, and #Azerbaijan. This expansion, following its entry into Uzbekistan, completes the brand's strategic core market layout across Central Asia, the Caucasus, and Africa. The overseas launch features three simultaneous model
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$125K insider YES bets + 300ms delay tax â $125,000 just slammed into Polymarket on âLighter TGE before year-end.â Not random wallets. Suspected team-linked addresses. Coinbase quietly adds $LIGHTER to the roadmap. Question: why are insiders so confident while CT is still
[ ZOOMER ] ODDS THAT LIGHTER DOESNâT TGE IN 2025 AT 35%, WITH THE MOST LIKELY DAY FOR LAUNCH PREDICTED TO BE DECEMBER 29TH 2025
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Iâm pissed because people still think on-chain perps are a level playing field. $Aster just dropped Shield Mode with 1001x leverage, zero slippage, zero gas, zero open/close fees, and youâre still asking whether this âchanges anythingâ? Seriously â do you even understand what
Massive inflow into $ASTER! In the past 24hrs, Whales are stacking hard with top buyers leaderboard heating up: â 1.34M Tokens ($1.05M) â 132.80 Tokens ($105.60M) â 77.2K Tokens ($59.58K) â 70.21K Tokens ($59.45K) High balance wallets and Token Millionaires dominating!
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Five years ago, Pop Mart was barely ahead of #2: 8.5% vs 7.7% market share. Fast-forward, Pop Mart sits at 14%, the runner-up collapses to 6%, and everyoneâs still asking âwhereâs the next Pop Mart?â â while the answer already got swallowed. Pop Mart didnât just sell toys. It
Threadguy explains why crypto traders have edge in stocks. âI think there is edge on the social narrative and attention side. Crypto traders make their career exploiting this. We couldâve traded American Eagle, Popmart, etcâ
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Iâve been watching x402 since V1, and watching people yawn at V2 tells me everything. Most of you are still thinking âpayments = checkout buttons.â That Fiat mindset is why youâre NGMI. Hereâs what actually changed with x402 V2, and why it quietly murders half the so-called
CRE - the orchestration layer, by @chainlink x402 - AI agent payments protocol, by @coinbase Powering the future of finance together
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You wonder why you keep losing in crypto? Because you still think âAI toolsâ are cute toys instead of weapons. I watched @SurfAI raise $15M led by @PanteraCapital, with @cbventures and @DCGco jumping in like they just smelled blood. I dug through their numbers myself. Thatâs
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A -48.47% wipeout on one CEX while spot & perp volume cratered together Bitget nuked by -48.47% in November contract volume while Gate bled -43.91% on spot. My first thought was simple: what kind of market implodes this evenly across every metric at the same time? Because the
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I was numb to âinstitutional narrative pumpsâ until I watched Antalpha drag physical gold into Tetherâs playgroundand turn XAU⎠into a $2.2B monster in five months. who wakes up one day and says: âyeah letâs collapse the distance between LBMA vaults and stablecoin railsâ? and
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You still think NFT liquidity is dead? đĽa free Basel handout flip into $35K a pop and a ~$10M windfall for beeple. I nearly choked when I saw multiple #RegularAnimals clear 10 ETH yesterday on @opensea. These things were handed out for free at Basel. How do you give away a pile
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Zama drop a sealed-bid FHE Dutch auction for 10% of $ZAMA and my brain genuinely short-circuited. who launches a token sale with full homomorphic encryption so nobody can spy on your bid size⌠and then tells you âoh btw all tokens are fully unlocked on Jan 20â??? this feels
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Why is a chain with chronic liquidity fragmentation suddenly crowning a new âliquidity engineâ like weâre in a bull market sprint again? Hereâs the part nobody wants to admit: @Magma_Finance pulled HashKey, SNZ, SevenX, Puzzle, Topspin, NAVI into a single Sui-based DEX bet. That
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I just watched ListaDAO flip the mental model of lending on BNB Chain. Who the hell makes borrowing pay +0.07% while Venus charges 6.4% on $USD1? am I hallucinating or did someone actually ship ânegative interest loansâ in a bear market? the trick lives in their new Smart
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I opened @DeFishingGame today and the first thing that hit me wasnât the 3D gameplay â it was the stacked reward machinethey dropped on BNB Chain. A POP+POS combo inside a brand-new chain game usually means one thing: somebody thinks they found free money. But who actually gets
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Ethereum flip its own engine days before Fusaka hits â 9 protocol booby-traps armed⌠your bags safe? Everyoneâs shitposting memecoins and Ethereum is over here quietly rewriting the rules of its own universe six days before activation. Tell me Iâm not the only one who noticed
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Farcaster already sitting on 18,342 $CLANKER â and the presale hits Dec 5⌠you ready for that squeeze? đĽ 18,342 $CLANKER already absorbed, 1.8% of supply locked by Farcaster itself. Thatâs not a meme bid. Thatâs structural positioning. So hereâs the only question that hit me:
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I knew something was brewing the moment @durov went silent for two days â but waking up to Telegram launching Cocoon, a full decentralized AI compute network that literally pays your GPU in $TON, felt like watching a messaging app suddenly walk into the OpenAI/DataCenter war with
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$3M whitelist window vanish in minutes⌠and WET jumps to a $69M FDV in public saleâyour trigger finger ready? A 5000M FDV slapped on from the start, and people still sprinted. Why does a prop-AMM suddenly pull this kind of gravity? Whoâs actually driving this stampede and why
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