John Zanzi (memento-mori)

John Zanzi

I swell crypto 🀀

33 Followers

Recent casts

πŸ“‰ Fed Liquidity vs. The "War" for Memecoins 🧨 βš”οΈ "I'm prepared to go to war": Alon (@a1lon9), the founder of Pump.fun, just posted a cryptic declaration of war. With his platform facing class-action lawsuits and regulatory heat in 2025, is this a stand against the SEC or a move to protect the $PUMP ecosystem?.

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πŸ’Ž TON in 2026: The "Super-App" Dream vs. Macro Reality πŸ“‰ The hype around Telegram's integration is massive, but as we head into 2026, the cracks in the TON ecosystem are becoming harder to ignore. Is it a revolutionary layer-1, or just an over-hyped messenger extension? The Hard Truths: β€’ ⛓️ The Telegram Anchor: TON is not an independent platform; its survival is 100% tied to Telegram. Any legal hit to Pavel Durov or a conflict with Apple/Google App Stores directly threatens the entire network. β€’ πŸ› οΈ Technical Fragility: Despite claims of "infinite sharding," we’ve seen the network halt for 7+ hours during high-load events like the DOGS airdrop. Validators often struggle with consensus when transaction volume spikes, raising questions about its "enterprise-grade" readiness. β€’ 🩸 Toxic Tokenomics: The market is facing a massive supply overhang. With 37 million TON unlocked every month, there is constant sell pressure that organic demand (mostly from "tap-to-earn" bots) can't absorb.

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πŸ“‰ Ledger Leak & Bitfinex Hacker Release: A Wild Start to 2026 The year is just beginning, and the "crypto surprises" are already rolling in. From massive data breaches to controversial releases, the news cycle is on fire. 🧨 The Highlights: πŸ‘‡ β€’ πŸ›‘οΈ Ledger Data Breach: On-chain sleuth ZachXBT reports a fresh leak of Ledger customer data. The breach occurred via their third-party payment processor, Global-e. Exposed info reportedly includes names, emails, and physical addresses. Check your inbox for notification emails and stay alert for phishing!. β€’ πŸ”“ Ilya Lichtenstein Freed: The man behind the $10B Bitfinex hack has been released early from federal prison. Originally sentenced to 5 years in Nov 2024, he served only 14 months. β€’ βš–οΈ The "Trump Law" Connection: Lichtenstein credited his early release to the First Step Act, a prison reform law signed by Donald Trump in 2018. He stated on X that he plans to use his skills for "positive impact" in cybersecurity.

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Top casts

❗️FOMC Forecasts a 50bps Rate Cut in 2025 to 3.9% The Federal Reserve has revised its macroeconomic projections, signaling a slowdown in economic growth: πŸ“‰ GDP: Expected growth for 2025 has been downgraded from 2.1% to 1.7%. πŸ“ˆ Unemployment: Forecast raised from 4.3% to 4.4%, indicating a cooling labor market. πŸ”₯ PCE Inflation: Now expected at 2.7% instead of 2.5%, which could delay monetary easing. ⚠️ Core PCE Inflation also revised up from 2.5% to 2.8%, highlighting persistent price risks. The Fed also plans to slow the pace of quantitative tightening (QT), which could help support market liquidity. πŸ’‘ Markets are already pricing in potential policy easing in 2025, but will it be enough to spark a new asset rally?

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