MoonMan567
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The world after InfoFi looks strangely quiet
Not because people stopped writing. But because many stopped understanding - why.
The 'write - receive' model used to work like a coffee machine. You dropped a token - you got attention. You wrote a thread - you got a little more. Then it continued by inertia. Then the machine broke. And suddenly it turned out that half of the authors had never brewed coffee themselves.
The 'write - receive' model used to work like a coffee machine. You dropped a token - you got attention. You wrote a thread - you got a little more. Then it continued by inertia. Then the machine broke. And suddenly it turned out that half of the authors had never brewed coffee themselves.
Memory - the thing from which everything begins
Memory-less AI is a nervous creature.
Constantly asks again. Constantly starts over. Seems smart right up until the first complex action
In most AI-Enabled systems, memory is something external. A database is somewhere on the side. Cache. Temporary buffer. As long as everything is simple - it works. When a long context and a sequence of decisions appear - strange pauses and phrases like "I don't remember why we are here..." begin.
Constantly asks again. Constantly starts over. Seems smart right up until the first complex action
In most AI-Enabled systems, memory is something external. A database is somewhere on the side. Cache. Temporary buffer. As long as everything is simple - it works. When a long context and a sequence of decisions appear - strange pauses and phrases like "I don't remember why we are here..." begin.
$XPL is currently trading at $0.1265 (a drop of -0.93% over 24 hours), range $0.1233 - $0.1310. Overall movement is weak, technical analysis indicates a bearish market sentiment. However, concentrated buying is evident - someone is accumulating volume while others are distracted by noise.
Fundamental analysis shows that @Plasma more and more focuses on settlement / on-chain lending, where speed and low cost are more important than daily candles.
#plasma
Fundamental analysis shows that @Plasma more and more focuses on settlement / on-chain lending, where speed and low cost are more important than daily candles.
#plasma
Business Payments: Stability vs. Surprises
In business, there is one thing that is disliked more than taxes.
Unpredictability.
Not "risk".
Specifically surprises
When you send an invoice and don’t know what amount you'll receive in the end.
When the payment takes longer than the work itself.
When the course changes faster than you can update the invoice
For a freelancer, this is quite a frustration, even leading to nervous tics.
Unpredictability.
Not "risk".
Specifically surprises
When you send an invoice and don’t know what amount you'll receive in the end.
When the payment takes longer than the work itself.
When the course changes faster than you can update the invoice
For a freelancer, this is quite a frustration, even leading to nervous tics.
When gold reaches $5000
On most crypto platforms, the price of gold (XAU/USDT) first reached the level of $5000 per ounce.
This refers specifically to derivative instruments and synthetic pairs, not the classic spot market — it is important to keep this in mind.
But the fact itself is indicative.
Gold is once again behaving not like a “boring safe haven asset,” but as an indicator of systemic stress.
Inflation, debts, geopolitics, a deficit of trust in fiat - all of this has long been priced in. Just now, without shame.
Interestingly, gold records coincide not with panic, but with adaptation.
The market is not screaming. It is getting used to the idea that stability is a luxury.
And one more nuance.
If gold is even being actively traded through crypto infrastructure, it means we are no longer talking about “alternative markets.”
We are talking about one financial ecosystem where old and new assets have long intertwined.
This is not a signal.
This is the context in which we will have to live.
#GOLD #XAU #MoonManMacro
On most crypto platforms, the price of gold (XAU/USDT) first reached the level of $5000 per ounce.
This refers specifically to derivative instruments and synthetic pairs, not the classic spot market — it is important to keep this in mind.
But the fact itself is indicative.
Gold is once again behaving not like a “boring safe haven asset,” but as an indicator of systemic stress.
Inflation, debts, geopolitics, a deficit of trust in fiat - all of this has long been priced in. Just now, without shame.
Interestingly, gold records coincide not with panic, but with adaptation.
The market is not screaming. It is getting used to the idea that stability is a luxury.
And one more nuance.
If gold is even being actively traded through crypto infrastructure, it means we are no longer talking about “alternative markets.”
We are talking about one financial ecosystem where old and new assets have long intertwined.
This is not a signal.
This is the context in which we will have to live.
#GOLD #XAU #MoonManMacro
Who really holds Bitcoin
The top 100 public companies currently hold about 1.12 million BTC.
And this is where it gets interesting.
👉 63% of this volume is in one hand.
The company Strategy controls over 700,000 BTC. The remaining 99 companies are just statistics, sharing the rest among themselves.
Formally, this is 'institutional acceptance'.
Actually, it's a high concentration of risk.
This is neither good nor bad.
It’s just reality.
Bitcoin is still sold as a decentralized asset, but its corporate liquidity increasingly depends on the decisions of one management, one strategy, one balance.
As long as the market is rising, it looks like confidence.
When stress occurs, it will become a test.
What’s interesting is:
public companies no longer buy BTC 'for experimentation'.
They are building a balance tied to volatility.
And the market silently agrees with this.
The question is not whether this is good.
The question is how long such a structure will remain stable.
A thought for reflection, not advice.
The market loves concentration - until the first moment it stops.
#Bitcoin #MoonManMacro
The top 100 public companies currently hold about 1.12 million BTC.
And this is where it gets interesting.
👉 63% of this volume is in one hand.
The company Strategy controls over 700,000 BTC. The remaining 99 companies are just statistics, sharing the rest among themselves.
Formally, this is 'institutional acceptance'.
Actually, it's a high concentration of risk.
This is neither good nor bad.
It’s just reality.
Bitcoin is still sold as a decentralized asset, but its corporate liquidity increasingly depends on the decisions of one management, one strategy, one balance.
As long as the market is rising, it looks like confidence.
When stress occurs, it will become a test.
What’s interesting is:
public companies no longer buy BTC 'for experimentation'.
They are building a balance tied to volatility.
And the market silently agrees with this.
The question is not whether this is good.
The question is how long such a structure will remain stable.
A thought for reflection, not advice.
The market loves concentration - until the first moment it stops.
#Bitcoin #MoonManMacro
Why TPS is no longer the main character
Once everything was simple. More TPS means better. Fewer fees mean 'mass adoption tomorrow'. These graphs still travel from presentation to presentation, like old family photos.
The problem is that AI looks at these numbers indifferently. It doesn't care how many transactions fly by per second if it can't remember what it did yesterday. Or why it even started this action. Forgetting quickly is also a speed. But a questionable benefit.
The problem is that AI looks at these numbers indifferently. It doesn't care how many transactions fly by per second if it can't remember what it did yesterday. Or why it even started this action. Forgetting quickly is also a speed. But a questionable benefit.
$VANRY is trading around $0.0081. Weekly down 20%, looks unpleasant, RSI already in the oversold zone. MACD, however, hints at a change in rhythm.
While the chart is noisy, @Vanarchain stubbornly builds AI-native L1 for gaming, entertainment, and enterprise cases. The market is looking down right now. Infrastructure - onward! #Vanar
While the chart is noisy, @Vanarchain stubbornly builds AI-native L1 for gaming, entertainment, and enterprise cases. The market is looking down right now. Infrastructure - onward! #Vanar
$XPL at $0.1272 (+2.17% in 24H), range $0.1200 → $0.1291. A quick look at the indicators gives the impression that the technicals look bullish, but the market remembers the unlocks and dilution - and that hasn't gone away.
In @Plasma , something else is currently more important: payment infrastructure and the shift towards intent-based approaches, rather than candles. The rest is noise. $XPL #plasma
In @Plasma , something else is currently more important: payment infrastructure and the shift towards intent-based approaches, rather than candles. The rest is noise. $XPL #plasma
Risk Management #4: Diversification — How Not to Put All Your 'Crypto Eggs' in One Basket
Many people come into crypto for the 'x's', investing their entire deposit in one coin they heard about on TikTok. But there is a rule in investing: diversification is the only 'free lunch' in the market. It helps you survive when individual projects go belly up.
1. The golden rule of capital distribution (Portfolio)
1. The golden rule of capital distribution (Portfolio)
Microtransactions: why they are only possible with the right design
Microtransactions are loved in words.
In presentations, they look beautiful.
In real life, they almost always break.
But when the payment is just a few cents, any little thing becomes a problem:
Commission
Expectation
Uncertainty whether it arrived
And this is where the main thing begins:
Why microtransactions don't work 'by themselves'
In presentations, they look beautiful.
In real life, they almost always break.
But when the payment is just a few cents, any little thing becomes a problem:
Commission
Expectation
Uncertainty whether it arrived
And this is where the main thing begins:
Why microtransactions don't work 'by themselves'
$VANRY slid to approximately $0.0084. For the week -6.67%, the technique is now against him, it is evident even without a magnifying glass.
But @Vanarchain at this time is digging not for price, but for fundamentals - AI-native L1 with memory and logic, plus a focus on Web3 gaming with predictable fees.
The market is nervous. Architecture - no #Vanar
But @Vanarchain at this time is digging not for price, but for fundamentals - AI-native L1 with memory and logic, plus a focus on Web3 gaming with predictable fees.
The market is nervous. Architecture - no #Vanar
What does “AI-ready” really mean?
AI-ready. This term is being thrown around everywhere now.
AI-ready here. AI-ready there. Ready for AI?
Sometimes it seems that just adding a word to the presentation makes the system suddenly smarter.
In reality, it’s much more down-to-earth. AI is not interested in flashy words. It needs four things:
Memory
Logic
Automation
AI-ready here. AI-ready there. Ready for AI?
Sometimes it seems that just adding a word to the presentation makes the system suddenly smarter.
In reality, it’s much more down-to-earth. AI is not interested in flashy words. It needs four things:
Memory
Logic
Automation
$XPL at $0.1232 (-2.14% for 24H), range $0.1198 → $0.1277.
The technology and future unlocks are pressuring — no illusions.
However, @Plasma is increasingly being mentioned in a B2B context: stablecoin payments are not for tweets, but for business. Therefore, the optimism here is not romantic, but utilitarian. $XPL #plasma
The technology and future unlocks are pressuring — no illusions.
However, @Plasma is increasingly being mentioned in a B2B context: stablecoin payments are not for tweets, but for business. Therefore, the optimism here is not romantic, but utilitarian. $XPL #plasma
P2P Transfers in Stablecoins: Without Pain and Unnecessary Questions
There is a simple test for the mass adoption of any technology.
Try to explain it to her friend without slides and jargon.
“I just want to transfer money to you.”
Do not invest.
Do not farm.
Just transfer.
And it is at this point that most crypto products start to "fall apart."
Because instead of “sent - received” clarifications appear. Many clarifications.
Try to explain it to her friend without slides and jargon.
“I just want to transfer money to you.”
Do not invest.
Do not farm.
Just transfer.
And it is at this point that most crypto products start to "fall apart."
Because instead of “sent - received” clarifications appear. Many clarifications.
🧱 Web3 Dictionary: Proof-of-Personhood (PoP / Proof of Humanity)
What is this?
Proof-of-Personhood (PoP) is a mechanism in blockchain networks that allows you to prove that a certain address or account belongs to a real, unique living person, not a bot or AI agent. It is important that PoP tries to confirm your 'humanity' without revealing your real identity (name, address, etc.).
Proof-of-Personhood (PoP) is a mechanism in blockchain networks that allows you to prove that a certain address or account belongs to a real, unique living person, not a bot or AI agent. It is important that PoP tries to confirm your 'humanity' without revealing your real identity (name, address, etc.).
Risk Management #3: Loss Limits — How Not to Let Emotions Burn Your Deposit
We have already figured out, як обмежувати ризик в одній угоді. But what to do when the market is 'stormy' or you find yourself on a losing streak? This is where daily, weekly, and monthly limits come into play.
1. Daily loss limit (Daily Stop)
Trading is a significant psychological burden. After 2 - 3 consecutive losing trades, most traders fall into a state of 'tilt' - the desire to instantly recover. This is precisely the moment when the biggest losses occur.
1. Daily loss limit (Daily Stop)
Trading is a significant psychological burden. After 2 - 3 consecutive losing trades, most traders fall into a state of 'tilt' - the desire to instantly recover. This is precisely the moment when the biggest losses occur.
Why 'adding AI later' almost never works
The idea looks tempting.
It's a chain, it's already running, there are users. Why not add AI on top and move on.
Sounds logical. Until you start looking at the details.
AI doesn't like living in rented apartments. It needs its own memory, constant context, and clear logic of actions.
It's a chain, it's already running, there are users. Why not add AI on top and move on.
Sounds logical. Until you start looking at the details.
AI doesn't like living in rented apartments. It needs its own memory, constant context, and clear logic of actions.
$XPL bounced to $0.1289 (+3.45% in 24H), daily range $0.1208 → $0.1311. Short-term techniques are reviving, but higher timeframes are still bearish. Classic market of doubts.
Against this background, ecosystem movements @Plasma seem more important than the candles. I focus not on the noise, but on utility. $XPL #plasma
Against this background, ecosystem movements @Plasma seem more important than the candles. I focus not on the noise, but on utility. $XPL #plasma
Bitcoin-anchored security: why does Plasma need this 'anchor'
There are things that are whispered about in crypto.
For example, long-term security.
Everyone loves speed.
Everyone loves the 'new architecture.'
But the question 'what will happen to this in a few years?' somehow always sounds awkward.
What is this all about
@Plasma talks about security tied to Bitcoin.
For example, long-term security.
Everyone loves speed.
Everyone loves the 'new architecture.'
But the question 'what will happen to this in a few years?' somehow always sounds awkward.
What is this all about
@Plasma talks about security tied to Bitcoin.
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