SmokeyTheB

token tl;dr's
usual suspects (founders + vcs etc) still showing up, less KOLs and grifters and random firms trying to sell you weird marketing or advisory services
less tokens being listed in general - almost all new launches engaging in some form of *opinionated* market making, dovetails with less VCs deploying capital and fewer rounds being done. more and more "real businesses" questioning the rationale of having a token at all
generally seeing less "interesting" but more "backable" businesses. tokenization still hot, more cool stuff coming on chain (ie. total return swaps) and more unique

my fav rumour that i heard this week is that RH acquired berachain lmeow

the maid just said i look like a dancer
im wearing a tank top and layered issey pants
this is a homicide dawg I have been MICROWAVED

Ngl I forgot how Singapore is one of the most physically and spiritually microwaved places of all time

Walked up to some dude at a function yday and said “hey I think we exchanged friendly slurs at Marquee in Singapore a couple years ago, good to see ya again”
And dude looked at me and deadpanned “yea I don’t think that was me”
Anyway, making lots of new friends in Korea

God it’s almost time for q5 again

I gotta say one of my fav things about being in Korea is the sheer number of steps I get - lowkey mad tons of inclines too
Explains why everyone is so fit here

Off to Korea momentarily - hit ya boy up if you’re in town / wanna get chipotle or chill at the Bridge Summit 🫡

Gonna rebrand the ting to BerAIchAIn to join the AI force

Hmu if u wanna eat chipotle and talk about revenue financing at kbw this year
Tempted to set up camp in the new location in Gangnam and run office hours

i've chatted with a couple teams already but who wants to help tokenize $GNLN?
I've got a few ideas, and it is trading meaningfully under cash / BERA holdings - tons of opportunity with the right structure onchain.

the gold game is actually pretty cool, haven't seen too many people talking about it yet
also have an idea for something that could ex-Bera dev coins on RH - more on this soon, a few more hours of AI psychosis first

members of our team including myself and @homme0x have been getting a bunch of spam password reset requests. We have 2fa / yubikey logins + password reset protect enabled now.
but just in case - there's no free mints, no new token launches, etc etc coming.

Seeing folks shilling an ohm fork in 2026 is truly beautiful
Havent had time to mess around on rh chain but godspeed to the trench soldiers

Thinking of visiting mainland China for the first time post Token2049 - lmk where I should go, who I should meet, and if anyone wants to help me not get kidnapped 🫡