binji_x

the greatest minds of my generation have been fooled by low liquidity high market cap valuations

the size of the exit door is more important than the exuberance of the room

“and then when crypto twitter capitulated, we bought up all their coins for cheap!”

“and then when crypto twitter capitulates, we will buy up all their coins for cheap”

by the way i don’t really hold a lot of eth (pre rich)

i just really like what it stands for

eth didn’t just pump.

it added 1.13 solana’s
31.7 optimism’s
32.7 celestia’s

to its market cap.
in just 30 days.

heavy lies the crown.

the pectra upgrade went well.

the fusaka upgrade will be even better.

the new era of ethereum is just getting started.

had a chat with the @KaitoAI team

one thing really stood out : they really care about their token holders and it reflects in the way they do bd

a different view on internet capital markets:

back in high school i lived inside a little united nations: 170 teenagers from 80 countries, every accent echoing off the dorm walls.

tuition was covered by donors who believed in socioeconomic diversity, but plane tickets home were on us.

when breaks came around we would band together to raise money for friends whose families could not wire funds fast enough, or simply could not afford it.

gofundme existed, yet it only accepted u.s. or eu cards and we were sixteen with no credit history. so we hacked around the rules…one kid would front the charge, another’s aunt would paypal him, someone else would convert rupees to dollars at the kiosk, and once an envelope of cash went “missing.” every trip home for many of my friends felt like an obstacle course of middlemen and mistrust.

internet capital markets end that maze.

a borderless wallet funds the flight in stable‑value tokens that settle in seconds. no bank holidays, no “card not supported,” no hidden chargebacks. donors can see the funds land onchain in real time, students can redeem them for an e‑ticket, and every step sits in an open ledger that cannot be taken away.

that is the promise: capital that moves at the speed of friendship, unconstrained by zip code, age, or the whims of companies.

the next generation should not learn financial improvisation just to hug their families for the holidays.

let’s continue to build rails that treat a sixteen‑year‑old in kenya with the same respect as a hedge fund in new york.

that is the internet capital market, and we are shaping it.

another view on Internet capital markets:

back in high school i lived inside a little united nations: 170 teenagers from 80 countries, every accent echoing off the dorm walls.

tuition was covered by donors who believed in socioeconomic diversity, but plane tickets home were on us.

when breaks came around we would band together to raise money for friends whose families could not wire funds fast enough, or simply could not afford it.

gofundme existed, yet it only accepted u.s. or eu cards and we were sixteen with no credit history. so we hacked around the rules…one kid would front the charge, another’s aunt would paypal him, someone else would convert rupees to dollars at the kiosk, and once an envelope of cash went “missing.” every trip home for many of my friends felt like an obstacle course of middlemen and mistrust.

internet capital markets end that maze.

a borderless wallet funds the flight in stable‑value tokens that settle in seconds. no bank holidays, no “card not supported,” no hidden chargebacks. donors can see the funds land onchain in real time, students can redeem them for an e‑ticket, and every step sits in an open ledger that cannot be taken away.

that is the promise: capital that moves at the speed of friendship, unconstrained by zip code, age, or the whims of companies.

the next generation should not learn financial improvisation just to hug their families for the holidays.

let’s continue to build rails that treat a sixteen‑year‑old in kenya with the same respect as a hedge fund in new york.

that is the internet capital market, and we are shaping it.

market physics and why crypto ripped the way that it did:

- a macro fund slaps a $200m futures block on cme

- the executing broker is now short and panic‑buys spot across six paper‑thin books

- every sweep pulls the next offer so depth vanishes in real time

- option desks sitting short gamma feel the heat and pile on with more spot buys

- feedback loop ignites so the chart teleports upward

- price stalls near a fat strike, hedges flip, brokers dump and option desks follow

- bids vaporize, candle free‑falls just as hard

a one block trade caused two heart attacks because crypto asset liquidity is in scattered puddles and not in one deep ocean.

maybe we fix the pipes by bringing everything onchain and connecting liquidity together before the next elephant swims.

number go up is cool, but bringing all the numbers onchain will make it stay that way and not violently flip around as much from whale activity.

market physics and why crypto ripped the way that it did:

- a macro fund slaps a $200m futures block on cme

- the executing broker is now short and panic‑buys spot across six paper‑thin books

- every sweep pulls the next offer so depth vanishes in real time

- option desks sitting short gamma feel the heat and pile on with more spot buys

- feedback loop ignites so the chart teleports upward

- price stalls near a fat strike, hedges flip, brokers dump and option desks follow

- bids vaporize, candle free‑falls just as hard

a one block trade caused two heart attacks because crypto asset liquidity is in scattered puddles and not in one deep ocean.

maybe we fix the pipes by bringing everything onchain and connecting liquidity together before the next elephant swims.

number to up is cool, but bringing all the numbers onchain will make it stay that way and not violently flip around as much from whale activity.

market physics:

a a fund blocks $200 m of eth futures on cme
- the broker delta‑hedges across 6 thin exchanges
- option desks short‑gamma chase the move.

end result =

bids vanish price gaps higher; the same flow in reverse nukes it just as fast.

think we ought to fix this

institutions are plugging into crypto with futures desks and etfs, but the order books they’re hedging in are puddles in comparison to the equities oceans they’re used to.

until we pool liquidity into one deep onchain hub, we can expect strange candles.

tokenizing a single hackathon project is like giving equity to a paper airplane

tokenizing the builder is a bet on all the planes they’ll ever build

early-stage creator tokens should be supply-scheduled around people, not their prototypes

tokenizing a single hackathon project is like giving equity to a paper airplane

tokenizing the builder is a bet on all the planes they’ll ever build

early-stage tokens should be supply-scheduled around people, not prototypes

why do people who use apple face id hate on worldcoin’s orb?

ethereum is for everybody

it’s the ultimate validation that what we are doing is actually worth it for the world

an eth pump is validation that smart contracts are worth it

would you rather i narrate my life and thoughts or just give you crypto threads?

my thesis is

“prove you’re human”

will only get more important as time goes on.

and the blockchain is the only incorruptible way to truly measure humanity.

i don’t know who needs to hear this but you don’t need to overthink a pump

you can just enjoy it!