Why smart people do irrational things with money. Market psychology, crypto manias and my own bad decisions, explained.
Joined February 2021
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The Sahil vs Ansem drama, summarized for normal people:
Sahil: posts screenshots
Ansem: “that’s not how I text”
Sahil: posts more screenshots
On-chain sleuths: open 47 tabs
Crypto Twitter: grabs popcorn
Retail, opening their portfolio: “that’s not how I invest either”
Jokes aside, here’s the uncomfortable part:
Whatever the truth turns out to be, most of us never asked “is this person paid?”
We only asked “can you make me money?”
Confidence isn’t evidence.
Who’s the loudest voice in your portfolio right now?
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Which trading stat would you least want your friends to see?
A) Your real win rate
B) Your biggest single loss
C) How long you hold losers vs winners
D) How many coins you bought after they’d already pumped
No lying.
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You weren't early. You were someone's exit.
Exfil.fun shows who's up, who's underwater, and who could sell into you before you buy.
Look at the hill first.
Finally a good trading app offers limit orders.
Exfil.fun is the name of the game
"We hired 200 KOLs based on a score on a website, did zero research on their audiences, and tried to sell $5 NFTs in 2026. Somehow, the problem is everyone else."
Well at least they got some engagement now, and yet nobody will care.
Crypto Twitter KOLs are a fucking scam. And we have the numbers to prove why.
We hired 200+ KOLs with 10M+ combined followers. Every single one had a 400+ Sorsa score and 100+ Smart Followers. Most had 1,000+ Sorsa.
200+ KOLs posted twice each.
Our result? 280 NFTs sold at $5.
Now let’s talk about this circus.
Fake views. Fake likes. AI-generated replies that don’t even understand what the project does. The same fucking accounts liking and replying to each other in engagement groups, recycling engagement and pretending they’re influential.
You have 200K followers but can’t prove you have actual buyers. You’re scared of referral deals because deep down you know nobody will click your links, buy anything or convert.
YOU HAVE BOTTED FOLLOWERS, NOT INFLUENCE.
And the funniest part? You genuinely think you’re marketing professionals. You’re a bunch of engagement farmers playing influencer, selling fake numbers to projects and calling it a career.
Our team tested this firsthand. We were ready to pay for influence, but got fucking nothing.
And you wonder why CT is dying? Why projects are cutting deals? Why marketing teams are moving to TikTok and Instagram?
BECAUSE NOBODY WANTS TO PAY FOR YOUR BULLSHIT ANYMORE.
Honestly, go work at McDonald’s. At least you’ll serve people something useful instead of selling projects fake engagement and pretending to be important.
200+ KOLs. 10M+ followers. 280 NFTs sold.
That’s your fucking influence.
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Vapourware
From $deai to dead.
Today we are sharing that Zero1 Labs is winding down.
This was not an easy decision. We are proud of what we built and of the people who built it with us. Our repositories will remain open-source on GitHub for anyone exploring encrypted computation and decentralized AI.
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The story of $U1
What happens when Meteora’s DLMM playbook launches on Base?
Some stats for $Met
• ~$600M daily volume
• ~$400M+ annualized fees
• Solana only
• No Base exposure
Umbrae $U1
• First DLMM on Base
• Multi-chain Base + Solana
• Fixed 5M supply
• 5% of all fees to holders
• Up to 35% via NFT equity
• Backed by Hashlock security
• AI-driven liquidity + lower fees
Base has curently no DLMM.
Aerodrome isn’t one nor is Uniswap V3
Meteora proved the model works.
Umbrae is exporting it to an untouched base market.
Millions programmed.
$AVICI is using the right playbook by focussing on community first instead of throwing tokens out of the window.
Reward: a new daily ATH in users using the app.
Neobank of the future when regulations dont hit them to hard.
$XPL?
Since TGE it’s been pure frustration, token going straight to 0.
Do Kwon would be proud from prison.
Neobank? Another fairytale story being destroyed by a greedy team.
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Content creation on x reaches insane levels of absurdity.
There are now content creator guides on how to improve your "GM" ppst routine.
X algorithm creates a new kind of slaves.
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My christmas wishlist is verymodest.
How about a juicy close the year buyback of $xmw.
Letter send to @mediumtension
$SOLV didn’t climb into the top tier of liquid staking revenue by luck.
It did it by playing a different game.
The big players win on size.
Solv wins by plugging liquid staking into a wider onchain Bitcoin reserve system that produces real yield, not the usual looped incentives everyone else hides behind.
Pulling in $2.3M in 30-day revenue tells you everything.
People aren’t just trialing the product.
They’re parking capital because the engine actually delivers.
And when the market finally rotates back to sustainable yield and real cashflow, only the protocols with built-in revenue machines are going to make it.
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AI boom incoming.
Mining pressure rising.
Electricity costs exploding.
You know what wins in 2026?
Cheap energy.
@MorphwareAI understood it before anyone else.
Hydro-powered compute.
Hydro-powered mining.
Hydro-powered buybacks.
$XMW is a bet on the fuel that powers the major narrative in 2026.
Who controls the grids has the power.
And @mediumtension is the guy who built the pipeline straight to the source.
We are simply not bullish enough on $xmw.
Bitcoin yield?
Funny how nobody realizes $Solv already built the mechanism for it years ago.
Solv’s original Voucher system was
a framework for wrapping yield, credit and BTC cash flows into liquid, tradable assets.
Now every RWA protocol is playing catch-up without knowing it.
BTC holders want yield without dumping their stack.
Institutions want on-chain income they can move like capital.
@SolvProtocol solved both problems before the market even understood the questions.
If Vouchers resurface, the entire ‘BTC yield’ narrative gets rewritten.
The new X update made the platform straight-up feral.
Copying small accounts now performs better than actual creativity.
Recycling posts wins over originality.
More “creator friendly”?
It just became more braindead.
We’re in full battlefield mode now where any means are acceptable to farm engagement.
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Why $xmw has a holders first approach:
Most Web3 tokens die because the companies behind them use crypto money to build a Web2 business.
Typical tokenomics load early buyers with years of sell pressure while teams earn salaries, unlock allocations, and scale privately.
Rev share sounds fair, but it usually isn’t. It relies on emissions, creates fixed APRs, and caps the token price. The higher the price goes, the worse the yield becomes. It pulls value out of the token instead of reinforcing it.
Investors end up carrying all the risk while teams keep all the upside.
This is why long-term buybacks for $XMW make sense. Constant buy pressure compounds. And their newest partnership with dahab miners shows real dedication.
Well done @mediumtension