Penzlyk.base.eth
@penzlik
@base.base.eth enjoyer ⚡
Building points, threads & reputation.
info farmer across top ecosystems.
Turning alpha and data into visual art.
ENSv2 is live on mainnet and airdrop channels already write “retro”. Reality: ENS shipped a commemorative NFT, one per wallet, snapshot June 1, 2026, mint costs gas. No token, and ENS’s support page says no active or planned airdrops. Fake “ENSv2 upgrade” pages are a known scam category, so a real launch is perfect cov...
Oct 26: the OCC gave Ripple a final federal charter for a trust bank. No deposits, no loans, no FDIC. What it does: hold the reserves behind RLUSD and do custody for institutions. Issuance stays with Standard Custody & Trust under NYDFS. Two lanes, two supervisors.
XRP isn’t in the approved activities. Real test is th...
3
Anthropic reportedly told IPO investors Q3 revenue hit $16.8B. All of H1 was $16.3B. The $80.7B draft S-1 loss looks wild, but $72B is a non-cash charge on convertible notes. The real risk is $600B+ in compute commitments. Target val is around $2T. The $1.75T figure is SpaceX. BTC fell ~15% the week before SpaceX liste...
5
2 posts. Rank 16 of 80 curators in Ethos Curators v2. And 1,052 views that paid me zero.
What paid: 34 clean clicks at 0.5 points each. What got cut: 23 bot clicks, 7 from AWS and Google Cloud, and 14 tweets of my own thread, because replying to yourself doesn't count.
Funniest dashboard section I've seen. Paid partn...
penzlik.base.eth
@penzlyk_s
3d
2 posts. Rank 16 out of 80 curators. And 1,052 views that paid me exactly zero. Ethos asked how you reward unique content on X without paying for botted views. After two posts in Curators v2 my answer is simple: stop paying for views. Entry is 1300+ on Ethos, and only reactions https://t.co/EbCWggQsXQ
3
Etherscan has been in Claude's directory since September. 16 tools, 60+ EVM chains, no API key, read-only.
One thing from their docs: a heading "Guard against prompt injection" and a single line to be careful stacking it with other connectors in one chat.
My read, not their claim: token names and source comments are ...
2
Hayes closed Maelstrom’s whole directional book on Oct 24. About $22M (Lookonchain, others say ~$26M, approximate data, not confirmation), mostly ETH, plus ENA, UNI and four more. His take: macro and geopolitics, market falls before it rises, he waits for the all-clear. Fed decides Oct 28. In June he cut HYPE, NEAR, ZE...
6
Jesse Pollak said on July 15 his social bet on Base was wrong. Three months later Ethos Trade has his trust at 71% (screenshot price, it moves).
3 mainnet upgrades since May 28, but Cobalt shipped without native account abstraction. Ethos runs on Base, so bettors likely farm his chain. I do too.
Would a second public...
penzlik.base.eth
@penzlyk_s
5d
Jesse Pollak spent July 15 telling everyone his social bet on Base was wrong. Q1 2026 was “a punch in the face”, the Base App went back to Coinbase, Cobie took it over.
Three months later Ethos Trade has him at 71% trust. Screenshot price, it moves.
Is 71 a lot? I flip every
2
Heatbit just put 20 Bitmain chips inside a water heater element. Bitwater: 34 TH/s on 600W, $899 preorder ($1,299 later), ships Q1 2027, US and Canada tanks only. Their own estimate is about $1 a day solo (approximate data, not confirmation), so payback is roughly 2 to 2.5 years and the yield is expected value, not a p...
1
6
a16z did not quit crypto. On Oct 22 a16z Crypto became a16z Frontier, with AI and robotics added to the mandate. a16z says crypto investing and regulatory lobbying stay.
Worth noting: in May the $2.2B fifth fund was pitched as crypto-focused (TheStreet, approximate). Ali Yahya, their first crypto investor since 2017, ...
1
3
Oct 20: Trump promises 1% to anyone who turns in fraud. On his own $1B example that is $10M, from a program reportedly sized at $25M. He decides personally who gets paid. The False Claims Act already pays 15 to 30%. Scope is government program fraud, not the crypto scams in your feed. Meanwhile 80% of $TRUMP supply sit...
1
5
Lens opened Open Doors Day for Farcaster users. Badge for having a Farcaster ID, low effort, I claimed mine yesterday. No Lens token announced that I can find, so it’s a badge, not a promise. The Lens ecosystem did drop BONSAI to active users in March 2024, but that came from the MadFi app team. Treat any “Lens allocat...
1
2