Pinned Tweet
I’ll be posting
- excerpts from books i’m reading or revisiting
- good advice and wisdom
- price predictions and investment thesis
- questions
I’ll be reposting
- high signal stuff relevant to crypto
- good advice and wisdom
- cool shit generally speaking
- things I am interested in promoting like good writing, businesses, accounts, tools, etc
I don’t accept payment for tweets.
- excerpts from books i’m reading or revisiting
- good advice and wisdom
- price predictions and investment thesis
- questions
I’ll be reposting
- high signal stuff relevant to crypto
- good advice and wisdom
- cool shit generally speaking
- things I am interested in promoting like good writing, businesses, accounts, tools, etc
I don’t accept payment for tweets.
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David retweeted
🚨 This year’s biggest $HYPE buyer is up $15.5M and still hasn’t sold.
The whale bought 450K $HYPE ($33M) in March–April, with big fills around $37. It has sold just 1,000 $HYPE in the 7 months since.
$HYPE is now ~$71. Is $100 next?
scorearena.ai/markets/cms-c3…
The whale bought 450K $HYPE ($33M) in March–April, with big fills around $37. It has sold just 1,000 $HYPE in the 7 months since.
$HYPE is now ~$71. Is $100 next?
scorearena.ai/markets/cms-c3…
wondering why $HYPE underperformed last week, so i went thru who was selling.
here’s what i found.
> paradigm unstaked about 2.55m hype (~$224m) from 1–3 Nov
> a16z-labelled wallet 0xb5E4 sent 76,000 hype (~ $6.5m) to exchanges on 4 Nov.
> team / core-contributor unlock on 6 Nov: abouM at ~$87)
> binance hype withdrawals are still frozen, ~2.436m hype (about $213M)
> top HL traders were about $269m net short hype (~3 Nov)
> 6 Nov: four whale wallets closed hype longs for about $5m in profit
flood (@thinkingusd) unstaked 153k hype (~ $11.8M) around 6 Nov, with a 7-day queue.
> wintermute sold $28m hype in the last 7d
that's a lot of supply hitting at once, right after the ICE news.
most of this pressure is already out in the open. i think the next leg up might be coming soon.
$100 is coded.
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David retweeted
i'm so hyped for genetically engineered houseplants and pets
our homes are literally gonna look like Avatar
example: this is a petunia with mushroom DNA that glows in the dark every single night (and you can already buy one)
yes, the light comes straight from the plant's own ies / no paint / no black light)
that's because a startup called Light Bio put the genes of glowing wild mushrooms inside it
every plant already makes the stuff those genes need, so the petunia keeps making its own light for as long as it's alive
right now in person it's a soft glow, it looks like moonlight
but they teamed up with Ginkgo Bioworks (OpenAI partner btw) to make plants that glow at least 10x brighter
together they're testing new versions of the glow genes to find the ones that shine the brightest
and before that even lands, they're already rolling out the next generation:
> the plants grow 2-3x faster than the original
> the flowers come in pink and blue for the first time
> one of them even shifts between pink and white depending on the sun and temperature
i might replace all my lamps with these lol
our homes are literally gonna look like Avatar
example: this is a petunia with mushroom DNA that glows in the dark every single night (and you can already buy one)
yes, the light comes straight from the plant's own ies / no paint / no black light)
that's because a startup called Light Bio put the genes of glowing wild mushrooms inside it
every plant already makes the stuff those genes need, so the petunia keeps making its own light for as long as it's alive
right now in person it's a soft glow, it looks like moonlight
but they teamed up with Ginkgo Bioworks (OpenAI partner btw) to make plants that glow at least 10x brighter
together they're testing new versions of the glow genes to find the ones that shine the brightest
and before that even lands, they're already rolling out the next generation:
> the plants grow 2-3x faster than the original
> the flowers come in pink and blue for the first time
> one of them even shifts between pink and white depending on the sun and temperature
i might replace all my lamps with these lol
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A little look into how the two compare. Bonus: a blurb on why the FTX fraud was different. x.com/i/article/2118…
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David retweeted
🚨 Midterm Fear Explodes As Crypto Crowd Turns Bearish On Election Day
🗳️ Midterm voting has expectedly become one of crypto’s loudest topics here on election day. The crowd has broken out into a very bearish narrative with current forecasts favoring Democrats gaining House te is also highly competitive. This shift in political power is adding another layer of fear around Bitcoin near $77.5K.
🏛️ Many crypto traders view continued Republican control as the more crypto-friendly outcome. Republican leaders and the Trump administration have pushed digital-asset regulation, stablecoin rules, self-custody protections and other pro-crypto policies, so expectations of stronger Democratic power are helping drive today’s negative narrative.
🔄 Extreme bearishness can also become a useful counter-signal. If BTC holds roughly $76.5K to $77K while election fear stays elevated, the odds of a relief rally improve. A reclaim of $79K would strengthen that signal, while a clean break below $76K would suggest the crowd’s fear is being confirmed rather than faded.
🔗 Our Live Midterm Bullish Vs. Bearish Dashboard: app.santiment.net/s/TnVSrwL9?utm…
🗳️ Midterm voting has expectedly become one of crypto’s loudest topics here on election day. The crowd has broken out into a very bearish narrative with current forecasts favoring Democrats gaining House te is also highly competitive. This shift in political power is adding another layer of fear around Bitcoin near $77.5K.
🏛️ Many crypto traders view continued Republican control as the more crypto-friendly outcome. Republican leaders and the Trump administration have pushed digital-asset regulation, stablecoin rules, self-custody protections and other pro-crypto policies, so expectations of stronger Democratic power are helping drive today’s negative narrative.
🔄 Extreme bearishness can also become a useful counter-signal. If BTC holds roughly $76.5K to $77K while election fear stays elevated, the odds of a relief rally improve. A reclaim of $79K would strengthen that signal, while a clean break below $76K would suggest the crowd’s fear is being confirmed rather than faded.
🔗 Our Live Midterm Bullish Vs. Bearish Dashboard: app.santiment.net/s/TnVSrwL9?utm…
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David retweeted
Our trust in our hardware has entered freefall lately. Vitalik is right that this is unacceptable. You shouldn't have to hack your television or dissemble your hardware wallet. Accessible, open, and verifiable silicon is necessary and Ethereum welcomes those building it.
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David retweeted
📌 This week on Santiment Weekly, just delivered to subscribers:
🚨 Binance lost ~$6.3B from its hot wallets on Oct 29, the largest theft in crypto history. $BTC had spent five days flat, then closed the week −5.6% at $76,565. $SOL −7.3%, $ETH −6.3%. $XMR was the only major the second week running that privacy held up.
📤 Coins poured off exchanges: ~19,200 BTC and ~421,100 ETH across the week. Part of that is the stolen funds, part is holders moving to self-custody.
😨 The crowd broke. The ratio of positive to negative BTC posts hit 0.41, the most negative in three months. Positive posts barely moved, while negative ones jumped 74%. It’s a fear spike, not a loss of conviction.
🫠 ETH’s MVRV slipped below 1.0, so the average holder is now slightly underwater. BTC still sits 46% above cost basis.
📰 Also this week: the Fed held rates, ICE is bringing Hyperliquid-based perps to the US, Polymarket was drained for $2.65M, Ripple won an OCC trust charter, Strategy posted a $19.53B paper-gain quarter, and more.
Full recap ↓
santimentdata.substack.com/p/santiment-we…
📩 Want it in your inbox every week? Make sure you have Weekly newsletter turned on under Email preferences in your Sanbase account.
🚨 Binance lost ~$6.3B from its hot wallets on Oct 29, the largest theft in crypto history. $BTC had spent five days flat, then closed the week −5.6% at $76,565. $SOL −7.3%, $ETH −6.3%. $XMR was the only major the second week running that privacy held up.
📤 Coins poured off exchanges: ~19,200 BTC and ~421,100 ETH across the week. Part of that is the stolen funds, part is holders moving to self-custody.
😨 The crowd broke. The ratio of positive to negative BTC posts hit 0.41, the most negative in three months. Positive posts barely moved, while negative ones jumped 74%. It’s a fear spike, not a loss of conviction.
🫠 ETH’s MVRV slipped below 1.0, so the average holder is now slightly underwater. BTC still sits 46% above cost basis.
📰 Also this week: the Fed held rates, ICE is bringing Hyperliquid-based perps to the US, Polymarket was drained for $2.65M, Ripple won an OCC trust charter, Strategy posted a $19.53B paper-gain quarter, and more.
Full recap ↓
santimentdata.substack.com/p/santiment-we…
📩 Want it in your inbox every week? Make sure you have Weekly newsletter turned on under Email preferences in your Sanbase account.
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David retweeted
Neuralink’s first product is called Telepathy.
It enables high-speed communication with computers or humans simply by thinking. Output bandwidth will vastly exceed the fastest human speech or typing in a few years. Read that sentence again.
It enables high-speed communication with computers or humans simply by thinking. Output bandwidth will vastly exceed the fastest human speech or typing in a few years. Read that sentence again.
Our engineers recently visited one of our speech restoration study participants for a 72-hour hackathon.
The goal: rapidly prototype as many features as possible to enhance the experience of using Neuralink to communicate with thought.
Here are some of the things we built 🧵
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David retweeted
In the 16 hours after the Oct 29 Binance hack, the leverage left DeFi through repayments rather than liquidations, a quieter exit than the selloff headlines suggest. Stablecoin debt across the major lending protocols fell $244M while liquidations came to about $1.9M.
📉 Total 4% to $5.29B, its lowest level since Aug 7.
📊 $213M of the decline came between 00:00 and 04:00 UTC on Oct 30, more than double the largest 4h drop since May.
🧭 Repayments in that window hit $383M, against $141M of new borrowing.
Debt had already fallen $263M over the three weeks since its Oct 5 peak, and the hack night nearly matched that overnight.
🔗 Explore DeFi stablecoin debt in Sanbase: app.santiment.net/charts/defi-de…
📉 Total 4% to $5.29B, its lowest level since Aug 7.
📊 $213M of the decline came between 00:00 and 04:00 UTC on Oct 30, more than double the largest 4h drop since May.
🧭 Repayments in that window hit $383M, against $141M of new borrowing.
Debt had already fallen $263M over the three weeks since its Oct 5 peak, and the hack night nearly matched that overnight.
🔗 Explore DeFi stablecoin debt in Sanbase: app.santiment.net/charts/defi-de…
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David retweeted
Our exchange-flow data picked up the Binance wallet movement within the hour.
📊 $USDT leaving exchanges in the 20:00 UTC hour was more than 8x the next-largest hour since Oct 27.
📊 $ETH outflows in the same hour ran about 3x the next-largest hour since Oct 27.
🧭 Binance says otential security issue and that user funds are safe. It has not called the outflows a hack.
A note for anyone reading flow charts tomorrow: a record outflow usually means coins moving into self-custody. This one is not that. The bulk went from Binance hot wallets to newly created addresses, and frozen funds still show up as outflow.
🔗 Explore USDT and ETH exchange outflows in Sanbase: app.santiment.net/charts/usdt-et…
📊 $USDT leaving exchanges in the 20:00 UTC hour was more than 8x the next-largest hour since Oct 27.
📊 $ETH outflows in the same hour ran about 3x the next-largest hour since Oct 27.
🧭 Binance says otential security issue and that user funds are safe. It has not called the outflows a hack.
A note for anyone reading flow charts tomorrow: a record outflow usually means coins moving into self-custody. This one is not that. The bulk went from Binance hot wallets to newly created addresses, and frozen funds still show up as outflow.
🔗 Explore USDT and ETH exchange outflows in Sanbase: app.santiment.net/charts/usdt-et…
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David retweeted
5 of 6 traders agreed with @Nebulabsxyz’s $HYPE ATH call — and the one guy who faded it is the only one in the green (so far).
Score turns trading calls on X into prediction markets. Pick a side, beat the caller, and the top traders get funded.
scorearena.ai/markets/hype-u…
Score turns trading calls on X into prediction markets. Pick a side, beat the caller, and the top traders get funded.
scorearena.ai/markets/hype-u…
$HYPE gets the much awaited momentum boost 🚀
Price has cleared the main hurdle at $91.50 and is now inbound for a retest of its ATH at $97.95.
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David retweeted
Every week, Santiment’s researchers put together the Weekly Anomaly Report: a recap of the spikes, divergences and other unusual market events our data registered. Each edition flags setups worth watching, sets out the market backdrop, and grades how the previous week’s calls to 14 edition, just out on our Substack, found one strong setup: $STRK, where price, activity and crowd mood all peaked on the same day.
📈 STRK rose about 120% from Oct 8 to Oct 11 on plans to become its own blockchain. Active addresses, new wallets and crowd sentiment all hit their weekly highs on Oct 11, alongside price.
📉 By Oct 13, active addresses were down more than 60%, new wallets about 80% and price about 30%.
🧭 Last week’s call on $SAND missed. Traders kept betting against it, as the setup required, and price fell about 23% anyway.
The full report grades every call and lists what to watch next. Subscribe to our Substack to get each edition as it lands, plus the rest of our research and stories.
🔗 Read the full Santiment Weekly Anomaly Report: santimentdata.substack.com/p/the-weekly-a…
📈 STRK rose about 120% from Oct 8 to Oct 11 on plans to become its own blockchain. Active addresses, new wallets and crowd sentiment all hit their weekly highs on Oct 11, alongside price.
📉 By Oct 13, active addresses were down more than 60%, new wallets about 80% and price about 30%.
🧭 Last week’s call on $SAND missed. Traders kept betting against it, as the setup required, and price fell about 23% anyway.
The full report grades every call and lists what to watch next. Subscribe to our Substack to get each edition as it lands, plus the rest of our research and stories.
🔗 Read the full Santiment Weekly Anomaly Report: santimentdata.substack.com/p/the-weekly-a…
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David retweeted
Today we're standing up XBOX LABS (labs.xbox.com). Here is the note that I sent to the team:
Team,
The first video games emerged some 75 years ago. In the time since, there have been booms and busts, but every year there are more great games to play, more devices to play them, and best of all, more people than ever playing. That growth helped make XBOX what it is today, and we've helped shape the industry in return, from bringing hard drives to consoles and online gaming through Xbox Live to Game Pass and cloud gaming, alongside franchises that have brought millions of people together.
In recent weeks, we've seen games rapidly decompiled and rebuilt to run on hardware they were never originally designed to support. Windows PC builds have been translated to run on Apple Silicon or ported to run inside a browser through WebAssembly and WebGPU, the latter now approaching 90% global browser support. Perhaps more surprisingly, we've seen many of the biggest games in the world have been remixed into the source code of another.
These experiments challenge long-held assumptions about our industry: the tether between software and hardware, the boundary between creation and play, and how people discover and experience games. While it is hard to predict the future of gaming, it is easy to see the possibilities in making great games easier to access, giving old games new life and allowing more players to become creators and co-creators. These are unmistakably good outcomes for players, even when (and sometimes because) they challenge our existing business models.
To explore these possibilities, I’ve asked Scott to stand-up XBOX LABS, a small group of game makers, engineers and scientists whose job is to turn emerging ideas into things our players and developers can experience. We'll build in the open, learn from what people do, and measure success by whether more people are playing and creating.
I think XBOX has an important role to play here. Coding became the first major workload for agents because they can write, run, and test software. Games share many of those same properties, and people spend more than 72 billion hours a year playing XBOX games, roughly five times the estimated time spent writing code worldwide. We've spent 25 years learning how to make great games, and I want our game makers to help shape what these new technologies make possible. As we learn, we’ll share the tools we build with developers across the industry, just as we always have.
Our priorities aren't changing. We remain committed to the 4Cs, to making great games, to our hardware and to being responsible stewards of IP and the communities built around it. LABS gives us a way to explore new technology that is game design led without abandoning the work already underway.
Asha
Team,
The first video games emerged some 75 years ago. In the time since, there have been booms and busts, but every year there are more great games to play, more devices to play them, and best of all, more people than ever playing. That growth helped make XBOX what it is today, and we've helped shape the industry in return, from bringing hard drives to consoles and online gaming through Xbox Live to Game Pass and cloud gaming, alongside franchises that have brought millions of people together.
In recent weeks, we've seen games rapidly decompiled and rebuilt to run on hardware they were never originally designed to support. Windows PC builds have been translated to run on Apple Silicon or ported to run inside a browser through WebAssembly and WebGPU, the latter now approaching 90% global browser support. Perhaps more surprisingly, we've seen many of the biggest games in the world have been remixed into the source code of another.
These experiments challenge long-held assumptions about our industry: the tether between software and hardware, the boundary between creation and play, and how people discover and experience games. While it is hard to predict the future of gaming, it is easy to see the possibilities in making great games easier to access, giving old games new life and allowing more players to become creators and co-creators. These are unmistakably good outcomes for players, even when (and sometimes because) they challenge our existing business models.
To explore these possibilities, I’ve asked Scott to stand-up XBOX LABS, a small group of game makers, engineers and scientists whose job is to turn emerging ideas into things our players and developers can experience. We'll build in the open, learn from what people do, and measure success by whether more people are playing and creating.
I think XBOX has an important role to play here. Coding became the first major workload for agents because they can write, run, and test software. Games share many of those same properties, and people spend more than 72 billion hours a year playing XBOX games, roughly five times the estimated time spent writing code worldwide. We've spent 25 years learning how to make great games, and I want our game makers to help shape what these new technologies make possible. As we learn, we’ll share the tools we build with developers across the industry, just as we always have.
Our priorities aren't changing. We remain committed to the 4Cs, to making great games, to our hardware and to being responsible stewards of IP and the communities built around it. LABS gives us a way to explore new technology that is game design led without abandoning the work already underway.
Asha
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David retweeted
⚠️ Our only official Telegram group is t.me/santiment_netw…
Any other group using the Santiment name is a fake. Please report it.
Our admins never DM first and never ask for funds or seed phrases. If someone does, block and report them.
Any other group using the Santiment name is a fake. Please report it.
Our admins never DM first and never ask for funds or seed phrases. If someone does, block and report them.
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David retweeted
Leaving SG @token2049 here’s my tldr:
* Stands absolutely anti signal
* Very small dinners are where things happen
* Asia reminds us how much US suck on security/ infrastructure/ food/ hygiene/ value for money in general
* Prediction markers (aka gambling) dominate retail
* There are always more exchanges that I know of (gambling redux)
* Most VCs are GONE
* Remaining and successful VCs are all about PAYMENTS (thru crypto to fringe industries/ countries/ clients)
* Apparently coupons to give to financial dominatrix is a fringe industry
* Nobody talks about true crypto (L1s, consensus mechanisms, decentralization)
* Some smart ones are scared shitless about AI hacks and cryptography jailbreaks
Here you go, I saved you the business class 19-hour ticket price, and the world a picture of you in it.
Onwards.
* Stands absolutely anti signal
* Very small dinners are where things happen
* Asia reminds us how much US suck on security/ infrastructure/ food/ hygiene/ value for money in general
* Prediction markers (aka gambling) dominate retail
* There are always more exchanges that I know of (gambling redux)
* Most VCs are GONE
* Remaining and successful VCs are all about PAYMENTS (thru crypto to fringe industries/ countries/ clients)
* Apparently coupons to give to financial dominatrix is a fringe industry
* Nobody talks about true crypto (L1s, consensus mechanisms, decentralization)
* Some smart ones are scared shitless about AI hacks and cryptography jailbreaks
Here you go, I saved you the business class 19-hour ticket price, and the world a picture of you in it.
Onwards.
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We're the leading data provider for XRPL!
Where we’ve been lately 🌏
🇰🇷 Korea Blockchain Week: a panel in the XRPfi track, and a data workshop at EASYCON Seoul
🇨🇭 CV Summit, Zurich: Santiment founder @balance_ra on reading market risk beyond price
Code KBW2026 still gets you Sanbase for less until Oct 17
👇
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scary, no bueno
more and more personal real connections and referrals will matter.
Cold calling and cold intros will soon be dead. No-one will trust your outreach.
And, of course, scamming will happen now on a whole new level.
more and more personal real connections and referrals will matter.
Cold calling and cold intros will soon be dead. No-one will trust your outreach.
And, of course, scamming will happen now on a whole new level.
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).Community noteThe 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
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