Happy Holidays 🍾🥂
出身地であります福島県須賀川市でALIAKE(
@ALIAKE_info )のコンサートがありまして、わたくしゲスト出演させて頂きました🎤今年沢山お世話になったALIAKEさん、あざました🤩
関東方面から私を追いかけて見に来てくれたお客様も沢山いて、幸せを噛み締めた1日でした💞🎄🦌🛷🎅🏻⛄️🌟
显示更多
本日は ALIAKEさんのレコ発LIVEにゲスト出演させて頂きました!
会場でお声掛けくださった皆様ありがとうございました🎶
イツメンには、私から声掛けたけどね笑笑いつもありがとう⸜🌷︎⸝
显示更多
#
小湊美和# ソロデビュー20周年記念ライブ…無事!
沢山の方にお越し頂きまして、感無量です💙
そして、支えてくれたメンバーにも大感謝。
感謝の続きは…また今度。
#
ALIAKE#
#
広田圭美#
#
森田晃平#
显示更多
pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after
already 5x off bottom from summer & leading altcoin thus far this cycle
believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction
----
other general market thoughts
zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year
btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks
hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step
this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge
----
timing altcoins
zec uptrend started sept 2025
hype uptrend started jan 2026
pump uptrend started july 2026
ZEHYPERPUMP still strongest 3 imo
stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together
if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third
it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand
go look at old coinbase & robinhood charts, same trend diff timeframe
-----
anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam
there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike
the time to make your list of which coins to start buying is now, everything is floored
------
TLDR:
Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe
highest conviction: PUMP
invalidation levels: 74k, 73, .0034, 750, 95
concerns: rates/war/dxy strength
显示更多
Codex tip: once GPT-6.1 Sol is your main model, stop running Astra on every turn
put Astra on call as an architect agent
GPT-6.1 Sol keeps writing the code
Astra only gets spawned at three points:
→ before a plan: is this the right approach?
→ when the same error comes back: am I digging in the wrong place?
→ before "done": what did I miss?
Astra reviews. Sol ships
Jev engineering is the same move one layer down: the forks that need no thinker (which file, which tool, retry or stop) go to Jev in under half a second, and the big models only see the ones that split
- the full tree
> GPT-6.1 Sol on high runs the main session
> explorer reads the code on Luna
> worker edits and runs tests on Sol
> researcher pulls the docs on Luna
> all three on medium
> Astra on call as the architect
> auto_review checks every approval
paste the tree and this prompt into Codex ↓
"Rebuild my Codex setup around this tree:
1. Check ~/.codex/agents and .codex/agents for agents that already fit explorer, worker and researcher.
> Draft new TOML files only for missing roles
> explorer and researcher on gpt-6-luna, worker on gpt-6.1-sol, all with model_reasoning_effort medium
> Add an architect agent on gpt-6-astra, model_reasoning_effort high, whose only job is reviewing plans, repeated errors and finished work
> Skip any that pin a different model and list them
2. In ~/.codex/config.toml set model to gpt-6.1-sol, model_reasoning_effort to high and approvals_reviewer to auto_review
3. Find anything that would override this (active profiles, flags in my shell aliases, agents.default_subagent_model). Report it, change nothing
4. Add one rule to AGENTS.md: spawn the architect before a large plan, when an error repeats, and before calling a long task done
Show me every change as a diff first. No edits until I say go."
↳
显示更多
my turn! i do not have an agency. all of my pages are entirely self-managed. all of my posts, replies, and messages are my own on socials and NSFW sites alike. with that being said, i also do not play games and will quickly tell you to piss off if you're disrespectful of my time
显示更多
We're excited to share that TermMax has received strategic investment from
@yzilabs.
Every cycle brings new primitives.
We believe fixed-rate markets are the foundation the next era of DeFi will be built on, and TermMax is building that infrastructure across lending, borrowing, and structured products, for human and AI agents alike.
This is only the beginning.
显示更多
TALK ABOUT A WILD DAY.
&& IF YOU MISSED ANYTHING WITH MEMECOINS
I GOT YOU COVERED
between the Buy && Sell buttons....
> Robinhood memes ERUPTED the last 24 hours after Vlad Tenev in a recent podcast expressed outspoke support for RWA tied Memecoins... we saw coins like $INDEX, $PONS, and MORE go on absolute RIPPERS with PONS making new all time highs over 90mil mcap, and INDEX as the next big speculation for what could potentially get listed on Robinhood's app.
> $BLUECHIP on base, an RWA token paired to NVDA sitting at 6mil mcap, Coinbase highlighted their RWAs and the tokenized stocks on BASE's ecosystem. If BASE continues to have opportuntieis many are speculating on contineud success of RWAs and this one appears to be the leader on Coinbase's native ecosystem.
> $CMNS, a virtuals backed, solana soft shilled memecoin that the timeline was SLASHING and VOUCHING for one another all over the Crypto Twitter world. Currently sitting at 5mil mcap after its initial airdrop left many somewhat dissapointed given the small allocation size money wise. But overall many are still speculating this will be heavily pushed by Virtuals and Solana alike.
> Kylie Jenner's X account appears to have been hacked and she shilled a memecoin, and said she was on the pump fun app, both of which quickly appeared to be VERY false and dsicredited, and the memecoin promptly went to 0 EXPEDITIOUSLY... With some hilarious comments about people wantign to CTO the kylie jenner memecoin, yah this shits staying at 0
> It is ABSOLUTELY cat season across all chains, with $SUE a construction cat that was saved by a variety of workers and brought onto the team surged over 2mil mcap, $CETS the BnB RWA token that provides REAL gold continues to dominate with a cult community, and $CATE rebounding all the way back toward 70mil after the DRAMA around side wallet selling and Frank DeGods catching flack for selling shortly after a thesis that 'sellers were out of money'
> $DELTA ripped to a new all time high of over 8.4mil mcap. With an actual tech product that is similar to meteora for providing liquidity on tokens but on the Robinhood chain. Drawing comparison to $MET and other native Liquidity Providing tokens, Delta appears to be one of the more interesting tech products that provides actual infrastructure to Robinhood's ecosystem. If Robinhood is going to continue to get attention then many people are betting on this coin
Another lovely dovely day, between teh buy and sell buttons.
I'll see you tomorrow!
显示更多
Extracts from article in Spectator 16th August by Brendan O’Neill:
Behold the human wreckage of the cult of diversity. The tragedy of Jason Arday is that he was both built up and destroyed by the ruthless machinery of DEI (Diversity, Equity, and Inclusion). The academy made him into the golden boy of its philistine project of ‘decolonisation’ and gave not one thought to what the consequences might be if his thin story unravelled, as it inevitably would. No one can deny it now: wokeness makes false gods and real tragedies. . .
This is the poison chalice of the state religion of diversity. It lays traps for the very people it celebrates. It handpicks members of ‘the oppressed’ for moral anointment and institutional gushing while leaving them open to exposure as others start to query their credentials. That’s the toxic bargain of identity politics: it builds teetering pedestals for ethnic-minority thinkers, meaning their fall from grace is often twice as fatal.
And what a pedestal they made for Arday. They worshipped him as ‘the best in the world’. They beatified him as a black wunderkind whose very presence in a place like Cambridge might help to wash away its sins of whiteness. They canonised him as a living monument to ‘decolonisation’. It was precisely this, their giddy, narcissistic desire to manufacture a kind of black saviour, that made them turn a blind eye to the questionable elements of Arday’s CV and life story. They sacrificed their due diligence to the god of decolonisation.
And Arday suffered. He was both poster boy and sacrificial lamb of the diversity crusade. Even as he gained from it – reaching the dizzying heights of a Cambridge professorship – he was being damned by it. The foundation of myth and sand his starry career was built on was untenable. Its collapse was a given. It is a testament to the ideological blindness of the inhabitants of our ivory towers that none of them foresaw it. . . .
The Faustian ruthlessness of it all is mindblowing.
. . . The media is the only institution in this entire tragic scandal that did its job properly. Journalists found a story and they told it. It was the academy and Arday’s colleagues who failed to do their jobs. Who failed to prize merit over identity, and failed to foresee the public embarrassment that would befall their falsely promoted friend. They ignored the truth – the media found it.
I and others have been arguing for years that the politics of identity is a disaster for all, black and white alike. White kids are overlooked, black kids are patronised. Whites are branded ‘privileged’, blacks ‘oppressed’. Whites are seen as the beneficiaries of historic crimes who must atone for past sins, blacks as history’s perma-victims who require the gracious helping hand of the state. We are demonised or infantilised according to the accident of our race.
Enough. Let our monument to Jason Arday be the restoration of the true ideal of equality. We couldn’t save Jason but we can save merit from the monstrous jaws of identity.
显示更多
.
@Colts LB Austin Ajiake and his daughter, Eliana Ajiake, couldn't be more excited for flag football AND ice cream 😂
2026
@NFLFLAG Championships on ESPN/NFLN
to find a league near you
显示更多