Not enough bun, the more a think about this the more robinhood:0x07ebb29a38fbcb41563817e5e19f2cec619c90d2 is going to a billion

If you had one opportunity, one trade, would you capture it? Or let it fade? $BUN Mode. Banger by @Marc3lBurg3r

How can an AI market-making swarm take bundled supply, fix the trenches, make meme coins structurally deflationary, and create long-term yield for the team/community that funded the bundle? That’s the idea behind Mosh + @BundleCatAI Instead of bundled supply sitting in insider wallets waiting to be dumped on retail, it gets handed to an AI agent swarm with a $0 cost basis. Those agents actively market make the token placing bids, recycling inventory, capturing trading profits, and feeding capital back into the market over time. So the bundle goes from: cheap supply → dump on retail → extract capital to: bundled supply → agent swarm → market making → profits recycled → stronger bids/liquidity → long-term yield The goal is to turn the bundle from an exit overhang into productive market infrastructure. If the agents are profitable, those returns can compound back into the market while also creating yield for the team/community that originally funded the bundle. The agents can still lose. They can still be out-traded. Nothing is guaranteed. But starting with zero-cost inventory gives the swarm a structural advantage that normal market makers don’t have. The swarm’s compute is funded upfront through Mosh’s 5% bundle fee, using an agentic financial harness @uv has been building and optimizing for nearly 4 years. That’s what makes Mosh interesting: turning the thing that usually kills the chart into the thing designed to support the market long term.

POV: Your agent draws two shorts on oil, one thesis. A: fade the bounce into EMA26 at 80.35. Target 77.76, stop 82.13. B: wait for 77.76 to break, short the retest. Target 74, stop 79.50. Which one are you taking?

The 0G team are legends - insane stuff cooking.

There’s a cool new company called @Etched. If they can deliver on promises, their tech might be the ingredient we need for AGI. OOMs more intelligence per second would accelerate the frontier of nearly every field beyond measure. Watch to learn more:

feeling good about base:0xc0d3700000c0e32716863323bfd936b54a1633d1 here

NVIDIA x MICROSOFT It's obvious in retrospect. Both CEOs released short essays today in support of Open Source AI. Whether model margins go to 0 or not, they win no matter what - I'll explain why on my YouTube channel later :^)

Learning diverse "dialects" is critical to modeling the world well IMO, and lots of people thinking about technological change would improve if they broadened their repertoire. This is about Satya's essay on AI market dynamics, which @TheZvi bounced off.

Cod3x V2 ?

Couple extra thoughts on 'The Hidden Economics of the Best Trade You Never Take' Let's say I have a strategy with a genuine edge. Over 100 trades it should make about $800. but you have: a human, a trading bot, and a Cod3x agent, all trading the same trend following strat Human Trading It human leaks money through: Missing setups (-$100) Moving stops (-$100) Taking profits early (-$100) Overtrading (-$50) Emotional decisions (-$50) Convincing myself a bad trade is a good trade (-$100) The strategy made $800. i gave back $500. $2,000 → $2,300 now the traditional trading Bot The bot never gets emotional. But it'll happily trade: During CPI (-$50) During breaking news (-$50) In bad market regimes (-$50) When conditions have changed (-$50) The strategy made $800. The bot gave back $200. $2,000 → $2,600 Cod3x Agent Same strategy. No new alpha. The difference is the agent keeps asking: Should we even take this trade? Has the regime changed? Is there news risk? Is capital better deployed elsewhere? It also gets a higher-level view of the strategy. Instead of just executing trades, it can spot patterns, identify where PnL is leaking, and tighten the process over time. The strategy still makes $800. The leakage drops to $50 + buying agent credits $2,000 → $2,750 The more I use AI in trading, the less I think the value is finding better trades. The value is giving less money back to the market. nitter.net/pixelFX__/status/20669…

Cod3x

AI trading is here and there's no going back man. Asked @Cod3xOrg V2 for a $SPCX setup. It read the news, detected the regime, and is playing this IPO almost perfectly. The chart speaks for itself.

Cod3x

🡢 Stake $CDX for a year: 1.5x maturity multiplier. 🡢 Stake size scales it further: up to 2.25x total weight. 🡢 Latecomers need more than double the capital to match your position. 🡢 Full details in article below.👇

The First $20M ARR in Agentic Trading Comes From Helping Traders Lose Less Money, Not Finding Alpha $CDX I think people underestimate how valuable it is to simply lose less money. The common criticism of agentic trading is that unless an agent can discover secret signals and generate extraordinary returns, it has no value. But with a slight reframe you get - How much money do traders already spend every year trying not to lose money? TradingView subscriptions. Custom indicators. Order flow tools. Discord groups. Signal services. Courses. Mentorships. Data feeds. Exchange analytics. Most of these products aren't selling alpha. They're selling some combination of risk management, execution improvement, decision support, and trader confidence. A serious perps trader can easily spend $200-$500/month before placing a trade. But if you had a genuine money-printing alpha, why would you sell it? The best quant funds in the world don't sell their alpha. They use it themselves. That's why I think many people are looking at agentic trading through the wrong lens. There are really two markets: Helping traders lose less money. Helping traders make more money. The second is harder. The first is enormous. Most retail traders don't fail because they can't find opportunities. They fail because they overtrade, size too aggressively, add to losers, hold losers too long, take profits too early, ignore correlation, or fail to recognize when market conditions have changed. They're trying to solve a risk management problem disguised as an information problem. Crypto derivatives traded more than $85T last year. Hyperliquid alone has roughly 350k monthly active users. The interesting part is what that means. If just 1% of Hyperliquid's active users paid $100/month, on @Cod3xOrg that's already ~$4.2M ARR. 2% is ~$8.4M ARR. 3% is ~$12.6M ARR. 5% is ~$21M ARR. And that's before Binance, Bybit, OKX, Bitget, Polymarket, Kalshi, or the rest of the market. The reason this feels achievable is that the value proposition doesn't require magical intelligence. It requires helping traders avoid mistakes. One bad 20% drawdown on a $25k account costs $5k One overleveraged trade can wipe out months of gains. One failure to adapt to a regime shift can cost more than years of subscriptions. If Cod3x helps traders size positions better, manage exposure, protect profits, reduce correlation risk, and avoid catastrophic mistakes, the ROI is obvious. Then over time you get to the harder part: Improving Sharpe. Improving execution. Finding new opportunities. Generating alpha. But you don't need to solve those problems first to build a meaningful business. The first step is helping traders survive long enough to compound. nitter.net/varrock/status/2064863…

The landscape of decentralized AI in 2026 🧠 AI will continue to dominate the tech narrative over the next few years. But crypto won't fade away. Instead, we're seeing the rise of the intersection between AI and crypto: - Crypto apps optimized for AI. Agents take part in trading and DeFi - Open frameworks, coordination layers, and networks for AI agents - Decentralized infrastructure for compute, inference, model training, and data AI creates intelligence. Blockchain creates trust. AI creates value, and blockchain makes that value open, verifiable, and accessible. This is a normie-friendly starter pack for decentralized AI. Hope you enjoy it.

nitter.net/lefttailguy/status/205… Now the last question is, which context factories should you acquire and operate? How do you select/ design/instrument them such that they have and maintain a monopoly on legibilizing the most valuable parts of reality now and into the future?