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pixel rich, dolla poor.

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The Critic

A sharp-tongued web3 commentator who calls out scams, defends collectors, and mixes hard-hitting takes with NFT flexes. Pixel rich, dolla poor, loud, influential, and unapologetically blunt. Commands a highly engaged audience and provokes conversation across the crypto timeline.

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You call out scammers for stealing bags while keeping an entire wardrobe of rare pixels, congrats, you’re the vigilante with the expensive avatar and an empty bank account. It’s like being the town crier who owns the biggest megaphone and the smallest wallet.

Built a 77k+ engaged audience that drives discourse in web3, successfully spotlighted community-first wins like Azuki, and parlayed collector positions into potential seven-figure airdrop upside (thanks to rare Azuki and $ANIME allocations).

To protect the web3 community by exposing bad actors, pushing for transparency, and elevating projects that actually prioritize collectors. They aim to keep the ecosystem honest by shining a spotlight on grifters and rewarding teams that build community-first products.

Values transparency, community ownership, and meritocratic rewards for collectors. Skeptical of pay-for-play influence and extractive founders; believes strong communities (not VCs or marketing budgets) should be prioritized and rewarded. Trusts evidence, receipts, and on-chain behavior over hype.

Fearless, credible, and highly engaging, can mobilize attention quickly. Deep NFT/collector knowledge, excellent at unpacking receipts and telling a clear narrative. Strong community trust from repeatedly spotlighting winners and calling out losers.

Tone can be abrasive and polarizing, which sometimes alienates potential allies or fuels heated pile-ons. Aggressive calls-outs risk legal or reputational blowback and can be perceived as reactionary rather than constructive. Occasional reliance on snark over nuanced analysis.

Turn investigative threads into repeatable formats: short, source-linked threads with TL;DR bullets and charts to maximize retweets. Use X Spaces for post-thread AMAs to deepen trust, clip highlights into short videos for wider share, and pin a clear 'how I vet projects' guide. Partner with trusted blue-chip projects for co-hosted events, start a Substack for long-form investigations, and use Lists to curate quality content you want followers to see more of.

Fun fact: tags themselves 'pixel rich, dolla poor' while holding high-value NFTs and tweeting 9,808 times. Follower count: 77,402; Following: 1,187. Highest-performing takes include investigative threads about $WELL and critiques of paid-for CT manipulation (one tweet reached ~218k views).

Top tweets of Grail.eth

Damn, Keungz from @yogapetz took the nuclear option and went full scammer mode on his community with the $WELL TGE. Another day in web3, yet another founder cashes in on his community. It's one thing to fuck the web3 randoms with a soft rug, but it's another level to blatantly rug your community @keung $WELL played The @well3official team claimed a 'last minute' loophole in the claim needed to be fixed, hence the claim button did not work. Tokens were unclaimable for nearly an hour with a total coms blackout. MEANWHILE on ByBit/BitGet exchanges, millions of $WELL tokens were relentlessly being dumped the entire time taking the token down from the initial .22+ to under .002 If it was not the community (or investors) who could claim then we have a real mystery on our hands because then who was relentlessly selling millions of tokens? Ghosts? Or maybe it was @keung and co grabbing his exit? I can't say I'm surprised here. The entire Yogapetz project was a blatant discount ripoff of everything @Memeland did attracting those left behinds who missed the Memeland wave. But if Memeland was the Hermes bag you buy at Dubai Mall, Yogapetz was that cheap Chinese knockoff you find at the village nightmarket... I was never in this one as a holder or buyer of the token, but I feel for the L the community took here and the fact that they were so blatantly Bamboozled by grifter Keungz.

158k

I hope @KaitoAI and this whole YAPS phenomenon just fades into obscurity. Launch the fucking $YAP token, let it go to fucking zero as all the fake bull posters inevitably dump it, and move on. Then our shitty timeline can go back to still being shitty, but at least it was filled with our own organic pile of shit, not someone else's shit, which is paid for by advertisers. Kaito is a useful tool, but that's all it is and it comes with downsides. I dislike the entire CT being directly by a for-profit company looking to make a buck here. And I don't much buy into the YAP token utility. Spending YAPS to buy leaderboard positions as utility? Really? Yea, so crushing the leaderboard with fake paid-for topics by the worst of web3 to further destroy whatever shred of organic content is still left on the CT timeline is going to make our content flow better? Naw, let this YAPs meta just fucking die already. If we had some filter to scrape away YAP-directed content on CT, I would enable this in an instant.

69k

It's been a long ride with @Azuki. A three-year journey and I'm glad to part of this ride. 50.5% to the community with 37.5% directly unlocked on TGE (NFTs) which makes this the highest allocation for community for any NFT blue-chip. The rest (13%) to be controlled by the community (token holders). So far, the only blue-chip NFT project with no VC money. The community eats first at the Azuki table. Well done @Azuki team and shoutout to @Zagabond for continuing to grind through both fame and fud cycles. The entire team and community have proven resilience and deserve what's coming. anime.xyz/tokenomics

42k

My humble $ANIME portfolio from just a handful of NFTs (5 azuki, 5 elementals, and 15 beanz). A much smaller position than I had 18 months ago, but I can't complain with the token output. Looks like I'll be getting a lower seven figure airdrop if the FDV hits 1B+. Some of the much bigger azuki whales had 5-6x my point score, so they are going to be getting close to a 8 figure drop at the top end! I'll have more from some of our SpiritDao bags (I own 25% of our collective golden skateboard etc) and some other positions as well not reflected here, probably around 2M more $ANIME. The team really nailed the collectors points and rewarded collectors for holding rares. Well done there! Shoutout to @spiritdao member @Seraph_global for working with the team, as part of the @Azuki team to help collectors see their day. The collectors scores nailed it for the community and I'm glad to see this result. Though I only had a few Azuki, they are some of the rarest in the collection, and they were justly rewarded. My Gold kigu spirit azuki had 4.8M $AZUKI 😱 My triple gold Azuki scored 3M $Azuki 12.5M $AZUKI. If we hit -a 1B FDV tomorrow, that's $1.25M USD airdrop. -a 1.5B FDV, that's ~$1.9M USD -a 2B FDV, that's ~2.5M USD LFG

99k

Ok so bad news for all the seed and strategic investors in @playoffthegrid / @GunzillaGames. There was supposed to be a 5% unlock for the 40M seed and 2% for the 60M strategic (many of the early investors did a 50/50 check into both as part of a package investment, so the average was 50M FDV). But probably looks like @binance forced last-minute changes as listing requirement to ensure a low float, high FDV on TGE to force narrative 'win' out here. This is just my guess here, but we all know the exchanges with power can force these kind of tokenomic changes. Investors who already have waited almost 5 YEARS were given the following email informing them of a vesting change with the option for a refund. Here was the letter the Off the Grid team sent to investors: ------------- "We sincerely appreciate your continued support and trust Following our roadmap, we launched the GUNZ Testnet over a year ago. Over the past year, by providing services to real gamers, we have gathered extensive data and insights crucial for ensuring the sustainable growth of the GUNZ ecosystem. After careful analysis, and according to our SAFT, we have decided to implement adjustments to our tokenomics. These changes are designed to foster a robust and healthy foundation for the ongoing growth and success of the GUNZ ecosystem. In light of these updates, we would like to offer you an option to request a refund of your purchase consideration. If you wish to proceed with a refund request, please confirm your intention by replying to this email. If you accept the changes in tokenomics related to your SAFT no other actions are required. Thank you once again for your trust and partnership." ------------------------ TLDR is basically 'fuck you investors. We will change the tokenomics right before TGE" "Let me hold your capital for 5 years you supportive investors then completely change the vesting so there is 12 month cliff with no unlock. Accept this or take the no-interest refund and fuck off" Investors rekt here with no money back on TGE. Also means the circulating supply is even more controlled and the market cap is not at all real. But maybe, just maybe, the game can keep this FDV for 12+ months? Pretty bad treatment for the investors IMO. Only winner's here on TGE are the exchanges and market makers. It's still a good look for web3 gaming with the narrative boost and potentially strong UA if the token and nft economy works. But to the market cap has been strongly manipulated which is disappointing and investors are taking an L over the short term.

230k

Came to Singapore for @token2049, but staying for the Chicken and Rice. Can and will eat this every day for a week straight.

38k

1) You delivered extremely discounted high-grade heroin to the entire NFT ecosystem through your pharmacy (BLUR) given away in an easily consumable pill form (POINTS). 2) When everyone in NFT city became addicted to your free heroin, given out at the ONLY pharmacy chain in the city, you launched a new fast-food chain that steals the logo, and entire food menu from competitors then started handing out free PACburgers to bring customers and you promised 99%-off unlimited food vouchers usable in the fast-food chain to ANYONE and EVERYONE who started buying in bulk your discounted heroin at your Pharmacy. 3) A few months into your fast food chain launch, everyone finds out your unlimited food vouchers sold like candy in BULK at your Pharmacy are in fact limited to only the soft drink section, now only leaving an entire population of BROKE AND HUNGRY heroin addicts who shoved all their cash into buying your pills in bulk, now stuck with worthless food vouchers that are just soda vouchers, and your fast food chain is now packed with angry customers who are told they are going to have to now pay FULL price for your shitty uninspired fast food menu that tastes and smells shittier than all the (original) fast food chains you copied. So duh, your token values have collapsed when you signaled this and when you promise unlimited free food, then do not deliver that free food. You have no network value with BLAST: just a copy-paste chain with an invented token and a user base addicted to Ponzi rewards. There is nothing else here. You don't have any network effect because BLAST is a copy-paste chain with no tech moat and nothing unique outside of you leveraging a different product to peel off mercenary users with promised incentives. You competed with BLUR by offering a better UI/UX than the competition. BLAST is just a copy-paste chain with a made-up token and Ponzi rewards. Maybe you can find a PMF over time here if you build up some unique tech, but you are not going to do it by cutting out the incentives on the way there because BLAST has no sticky network effect yet. Not one single serious project chooses BLAST to build anything real as I see it. The only utility is the Ponzi and maximizing short-term gains for both the teams cooking up these projects and the users trying to rip as much from the ecosystem as they can.

156k

It's always the fucking Market Makers 🤮🤮🤮 Predators in web3 Predators in real life Eugene "Diddy" Ng, the Asian Diddy of web3 Eugene runs a shady market making shop @DWFLabs which provides dodgy token liquidity for projects...and "liquidity" to ladies drinks. Video floating around past few days of him doing the deed. Clearly this this loving family man and father of a daughter is an old pro Eugene has messaged plenty of women to meet up for 'interviews'. Sad that there are likely many victims here of his liquidity providing operation.

125k

I'm in the unenviable position of having to FUD my bags, bags I dearly love, calling out a team I greatly admire over at @todaythegame As one of the larger holders of the NFTs (with 5% of the Genesis supply and 2.5% of the secondary supply) and someone who participated in the strategic round, I'm caught up in this drama because I've been publically backing the project. I've bull-posted and I've put my own capital into buying the NFTs, something I bet none of the actual advisors of the project have bothered to do. I missed the entire $LIMBO drama as I was moving countries and on a 14-hour flight. I didn't participate in the insider round (i.e. the token address shared before it was public) and I'm happy I did not. I had no idea the team was spinning up the idea to launch a memecoin out of the blue before the actual TGE of the main token. Participating and profiting on this launch, especially as the largest NFT holder before the actual community would have been wrong as I see it. The short of the drama 'TODAY' was the team did a stealth launch of a pump.fun memecoin tied to an AI Agent that is aiming to be a virtual superstar, This in itself is a perfect way to capture the narrative and hype coalescing around AI Agents (IMO, 2024's own version of the 2020 Defi Protocol hype) and tie it to their gaming platform which entirely focuses around interacting with AI agents in a game world setting. But the launch went horribly wrong and what should have been rewarding for the core community who have backed the project was instead thrown to the memecoiners and a handful of insiders who profited. Yes there is a 2% airdorp to holders, but brothers in christ, how much is 2% shared out to 777 Ancient Seed holders and 5000 Mythic Seed holders? Sorry, but 2% is a slap in the face to the holders who backed this. "2% for thee and 98% for me" No thanks. Spitting out a pumpfun shitcoin before your core token TODAY that investors/community are expecting is risking seriously diluting the core value. Even more so when most of the community did not benefit at all. It takes a long time to build a reputation and a few seconds to destroy it. And that's the situation the team finds itself in. The cardinal sin here is not that they tried to experiment with some new tech. But they rewarded everyone but the core community first, and those who have backed the project most last. I understand this was not the intention of the team, but this is the end result. I admire the ballsy move by the team, but the move went so wrong. A day later we have a community in chaos, the team's perfect reputation now stained, the core NFT holders backing the project in an uproar, and myself who backed the project fully and put in ~200k into the riskiest of assets and continuing to acquire more and more positions when few in this space care a damn about NFTs are left feeling fairly disgusted by the whole thing. Founders take not: reward your own community first before everyone else. The team in dramatic fashion failed to do this. Here is how the launch should have gone: - Team launches the token in stealth via a bundle to filter out snipers/bots. - Team let's the value die - Team acquires slowly 20-30 percent of the token from the dev wallet - Team announces the token and at the same time airdropping 95% of that supply to the NFT holders. Instead we have a token that started < 1M, was shared to insiders (who shared with other friends and sniped more) when it was a tiny cap, shared out to the NFT holders when it was at 3M, and by the time most of the community could participate, the token was already at 15-20M and running to 40M and now it's at a 5M cap. Now most of the core community are likely down 30-80% on this move, the value of the main token is possibly diluted and damaged, and the project's reputation has been smeared. If was are going to just by results, this was a terrible result. Making such a move should have been a more thoughtful process and nothing you suddenly yolo out of the blue. I had a call with the founder and I don't believe this was malicious. They had good intensions but non of the founders are in the trenches or degens. But here we are with troubles. Ignoring the cardinal sin of giving no ROI to your strongest backers and giving it all to random memecoiner, at least you can justify the end justify the means if the token value maintains. But clearly it's been dumped and the FUD has damaged the entire TODAY brand. I love the core game and the tech they are building. I also support the founders. They have spent a year building a good community and have been delivering a product. They failed to reward their core holders here with this move, but besides the loss of community trust, the core product they are building remains the same. But restitution must be made as I see it and debts paid to the community. What I want to see and expect to see going forward. ➡️The 1% team allocation given to the community. The community was farmed and now the team needs to pay. There should be no financial compensation to the team before the actual holders. I want the team to entirely focus on building value to TODAY, and the best way to ensure this is to make sure whatever happens with $LIMBO points back to $TODAY. If one thing is done at, this should be the minimum to regain trust. ➡️The 1% given to advisors returned and given to the community as an airdrop. The advisors, if they were paid compensation do not deserve any such. the advice damaged the entire project. ➡️Any profits made by the people attached to the project should be used to buy back the NFTs. I looked at some of the transactions and clearly there were buyers buying in for nothing and dumping at 50-100x. Assuming these were insiders attached to the project in some way (market makers, advisors, friends of advisors), I would want to see that liquidity returned with buybacks of the NFTs. Unreasonable demands? Possibly. But then again launching a shitter at the cost of your entire community and giving the value to random non-believers first, however, this came about to be, is how you destroy your community that backed you. Trust was lost, and trust must be regained with actions not words, not apologies. Now, in terms of the actual tech demonstrated, it's exciting. If we ignore the financial mistakes made by the team, I do believe the Agent AI represented by $LIMBO is an exciting extension of the tech. Even more so if this becomes a platform play where multiple agents (and tokens) can be spun out with the tech, all leading back to the core $TODAY token. So I'm not blind here to some of the benefits and the narrative the team can capture with this move. But to get there and regain the trust for this to matter, the team needs to now put in the work. And ignoring the whole thing won't make this go away. So I'm expecting the team make this right, and I know the want to make this right. The captain of a ship is responsible for what happens to that ship. We don't blame the passengers, we don't blame the crew, the captain takes the blame when shit goes down. And this TODAY ship was driven into the side of a cliff at 30 knots and the passengers woke up to find themselves in the water and drowning. The community does not want to hear the captain shouting about why mistakes were made by the pilot, they want the lifeboats to be deployed and to be brought to the original destination.

43k

"Building on @base" is rapidly becoming "Rugging on base" Seeing the head of base @jessepollak use his account to basically nonstop shill a stream of 'content creator coins' (i.e. low cap rugs) to extract from the market is bearish as fuck. The point being what? By showing you can use your influence to pump and dump newly created tokens and labeling this 'value creation'? I didn't think @coinbase was trying to 'tokenize the world' with rugs renamed as content coins. Sorry, we already have Pumpfun for that. We don't need to build more rugs on base. And I thought things were actually serious over at Base...

54k

Took a glance at my @monprotocol Community Claim & Presale Allocation to figure out my $MON holdings. Clocking in at about ~24,000,000 $MON from the nft+presale claim. There's more from my private sale etc, but I won't cover that portion here. - 18,532,022 $mon from my pixelmon NFTs - 5,522,189 $mon from my community presale Keep in mind ~80% of the presale and nft claim is VESTED for multiple years, which means around ~4,500,000 MON is unlocked at TGE. It's been a long journey with @Pixelmon and it's been quite a ride watching @GiulioXdotEth turn a THE top NFT rug into one of the darling brands of web3 gaming by building non-stop hand-in-hand WITH the community. I am utterly convinced that MON PROTOCOL will be a multi-billion dollar project within the next 3-18 months. The team is building and @GiulioXdotEth is one of the top founders in this space and knows how to play this game. With 10 years of runway, a team of nearly 100 people, 5 games in production, an anime being produced, innovative revenue sharing to the NFTs ready to go live, more than 100 partners signed on, and [REDACTED], this is not a project that is going to sit around at a low market cap. It's going to be one of the top, if not the top gaming brands in the space for sure. I believe I can turn my ~27M-30M $mon tokens into a 9-figure win here over the next 2 years. When you find a true winner, you double down your bet. I'm bullish and I will be max-staking on TGE. LFG!

141k

Most engaged tweets of Grail.eth

I hope @KaitoAI and this whole YAPS phenomenon just fades into obscurity. Launch the fucking $YAP token, let it go to fucking zero as all the fake bull posters inevitably dump it, and move on. Then our shitty timeline can go back to still being shitty, but at least it was filled with our own organic pile of shit, not someone else's shit, which is paid for by advertisers. Kaito is a useful tool, but that's all it is and it comes with downsides. I dislike the entire CT being directly by a for-profit company looking to make a buck here. And I don't much buy into the YAP token utility. Spending YAPS to buy leaderboard positions as utility? Really? Yea, so crushing the leaderboard with fake paid-for topics by the worst of web3 to further destroy whatever shred of organic content is still left on the CT timeline is going to make our content flow better? Naw, let this YAPs meta just fucking die already. If we had some filter to scrape away YAP-directed content on CT, I would enable this in an instant.

69k

Damn, Keungz from @yogapetz took the nuclear option and went full scammer mode on his community with the $WELL TGE. Another day in web3, yet another founder cashes in on his community. It's one thing to fuck the web3 randoms with a soft rug, but it's another level to blatantly rug your community @keung $WELL played The @well3official team claimed a 'last minute' loophole in the claim needed to be fixed, hence the claim button did not work. Tokens were unclaimable for nearly an hour with a total coms blackout. MEANWHILE on ByBit/BitGet exchanges, millions of $WELL tokens were relentlessly being dumped the entire time taking the token down from the initial .22+ to under .002 If it was not the community (or investors) who could claim then we have a real mystery on our hands because then who was relentlessly selling millions of tokens? Ghosts? Or maybe it was @keung and co grabbing his exit? I can't say I'm surprised here. The entire Yogapetz project was a blatant discount ripoff of everything @Memeland did attracting those left behinds who missed the Memeland wave. But if Memeland was the Hermes bag you buy at Dubai Mall, Yogapetz was that cheap Chinese knockoff you find at the village nightmarket... I was never in this one as a holder or buyer of the token, but I feel for the L the community took here and the fact that they were so blatantly Bamboozled by grifter Keungz.

158k

Ok so bad news for all the seed and strategic investors in @playoffthegrid / @GunzillaGames. There was supposed to be a 5% unlock for the 40M seed and 2% for the 60M strategic (many of the early investors did a 50/50 check into both as part of a package investment, so the average was 50M FDV). But probably looks like @binance forced last-minute changes as listing requirement to ensure a low float, high FDV on TGE to force narrative 'win' out here. This is just my guess here, but we all know the exchanges with power can force these kind of tokenomic changes. Investors who already have waited almost 5 YEARS were given the following email informing them of a vesting change with the option for a refund. Here was the letter the Off the Grid team sent to investors: ------------- "We sincerely appreciate your continued support and trust Following our roadmap, we launched the GUNZ Testnet over a year ago. Over the past year, by providing services to real gamers, we have gathered extensive data and insights crucial for ensuring the sustainable growth of the GUNZ ecosystem. After careful analysis, and according to our SAFT, we have decided to implement adjustments to our tokenomics. These changes are designed to foster a robust and healthy foundation for the ongoing growth and success of the GUNZ ecosystem. In light of these updates, we would like to offer you an option to request a refund of your purchase consideration. If you wish to proceed with a refund request, please confirm your intention by replying to this email. If you accept the changes in tokenomics related to your SAFT no other actions are required. Thank you once again for your trust and partnership." ------------------------ TLDR is basically 'fuck you investors. We will change the tokenomics right before TGE" "Let me hold your capital for 5 years you supportive investors then completely change the vesting so there is 12 month cliff with no unlock. Accept this or take the no-interest refund and fuck off" Investors rekt here with no money back on TGE. Also means the circulating supply is even more controlled and the market cap is not at all real. But maybe, just maybe, the game can keep this FDV for 12+ months? Pretty bad treatment for the investors IMO. Only winner's here on TGE are the exchanges and market makers. It's still a good look for web3 gaming with the narrative boost and potentially strong UA if the token and nft economy works. But to the market cap has been strongly manipulated which is disappointing and investors are taking an L over the short term.

230k

My humble $ANIME portfolio from just a handful of NFTs (5 azuki, 5 elementals, and 15 beanz). A much smaller position than I had 18 months ago, but I can't complain with the token output. Looks like I'll be getting a lower seven figure airdrop if the FDV hits 1B+. Some of the much bigger azuki whales had 5-6x my point score, so they are going to be getting close to a 8 figure drop at the top end! I'll have more from some of our SpiritDao bags (I own 25% of our collective golden skateboard etc) and some other positions as well not reflected here, probably around 2M more $ANIME. The team really nailed the collectors points and rewarded collectors for holding rares. Well done there! Shoutout to @spiritdao member @Seraph_global for working with the team, as part of the @Azuki team to help collectors see their day. The collectors scores nailed it for the community and I'm glad to see this result. Though I only had a few Azuki, they are some of the rarest in the collection, and they were justly rewarded. My Gold kigu spirit azuki had 4.8M $AZUKI 😱 My triple gold Azuki scored 3M $Azuki 12.5M $AZUKI. If we hit -a 1B FDV tomorrow, that's $1.25M USD airdrop. -a 1.5B FDV, that's ~$1.9M USD -a 2B FDV, that's ~2.5M USD LFG

99k

Came to Singapore for @token2049, but staying for the Chicken and Rice. Can and will eat this every day for a week straight.

38k

Post @Pixelmon TGE, I and a few others are tossing around the idea throwing an exclusive web3 party in PHUKET (Thailand) at an amazing beach club for core Pixelmon holders and top web3 invites. Will be a great way to celebrate together how far Pixelmon (and web3 gaming) has come along over the nearly 3 years, from rug to one of the top web3 gaming brands. What think you?

30k

1) You delivered extremely discounted high-grade heroin to the entire NFT ecosystem through your pharmacy (BLUR) given away in an easily consumable pill form (POINTS). 2) When everyone in NFT city became addicted to your free heroin, given out at the ONLY pharmacy chain in the city, you launched a new fast-food chain that steals the logo, and entire food menu from competitors then started handing out free PACburgers to bring customers and you promised 99%-off unlimited food vouchers usable in the fast-food chain to ANYONE and EVERYONE who started buying in bulk your discounted heroin at your Pharmacy. 3) A few months into your fast food chain launch, everyone finds out your unlimited food vouchers sold like candy in BULK at your Pharmacy are in fact limited to only the soft drink section, now only leaving an entire population of BROKE AND HUNGRY heroin addicts who shoved all their cash into buying your pills in bulk, now stuck with worthless food vouchers that are just soda vouchers, and your fast food chain is now packed with angry customers who are told they are going to have to now pay FULL price for your shitty uninspired fast food menu that tastes and smells shittier than all the (original) fast food chains you copied. So duh, your token values have collapsed when you signaled this and when you promise unlimited free food, then do not deliver that free food. You have no network value with BLAST: just a copy-paste chain with an invented token and a user base addicted to Ponzi rewards. There is nothing else here. You don't have any network effect because BLAST is a copy-paste chain with no tech moat and nothing unique outside of you leveraging a different product to peel off mercenary users with promised incentives. You competed with BLUR by offering a better UI/UX than the competition. BLAST is just a copy-paste chain with a made-up token and Ponzi rewards. Maybe you can find a PMF over time here if you build up some unique tech, but you are not going to do it by cutting out the incentives on the way there because BLAST has no sticky network effect yet. Not one single serious project chooses BLAST to build anything real as I see it. The only utility is the Ponzi and maximizing short-term gains for both the teams cooking up these projects and the users trying to rip as much from the ecosystem as they can.

156k

IS WEB3 GAMING DEAD? Investing in a product-focused web3 game is now a meditation on how much punishment one is willing to endure while waiting for a catalyst to save your portfolio. Building a web3 gaming product is a mediation on how much abuse your team can endure from the community of down bad bag holders while still trying to launch a product that the market is ambivalent, uncaring, and often hostile. Welcome to gaming meets crypto folks. Those who lack the tolerance for pain, avoid it and just stay in the memecoin casino. You are statically almost certainly going to get a full portfolio wipe eventually playing that game, but you'll feel the dopamine thrill while falling into the abyss of bankruptcy. When you invest in gaming, it's just a slow and quite frankly, boring death by a thousand portfolio cuts, especially for those who are in for a quick trade or quick sprint to TGE and then flip. Long term holders learn to understand the real meaning of the word 'long term' and flippers turned bagholders often learn what "joining the community" means. Based on the market performance of gaming tokens and a string of recent GameFi TGEs, the speculative gaming narrative is dying, crushed, and cracked by the pressures exerted by the memecoin craze. As someone who has been all in gaming with bags all over there place, I feel the pain here. But despite all the 'gaming is ded' noise that makes for great clickbait, let me posit a thought in support of gaming. Maybe what's dying is the old narrative and maybe a new, more robust narrative is being fashioned in its place. You see web3 gaming has a problem with some absurd expectations right now. The (legit) web3 gaming teams show up to run a marathon, but the spectators cheering in the stands are expecting the race to be a 100-meter dash that takes just seconds, not a 42-kilometer slog that takes hours. And right now, the entire stadium of active participants powering the entire ecosystem called web3 are (now) conditioned to expect lightning-quick sprints to TGE where each participant must seemingly set an instant world record or be labeled as a failure. Under these brutal expectations, teams building products with long development life cycles face galeforce headwinds. And getting the worst of it are those building web3 games, a sector that has to bear the added burden of years of disappointing failures and scams and several bull-to-bust cycles that have NOT yet resulted in any break-out successes. The life cycle of a legitimate game does not match well with the hyper-short timelines expected in web3, where whitepaper idea to product implementation can occur in days or weeks. Gaming, as it is now, cannot compete. It's a different kind of product entirely with a different set of expectations, made clear by the past 4 years. Right now, stripped of any extra speculative hype, gaming does not stack up favorably to the attention-driven memecoin world where massive profits can flow in, and just as quickly, straight back out of projects quicker than you can flip a coin. Where can gaming eke out a win if you can't bust out massive wins right at the start (the TGE)? With the long game. By building something succeeds and acquires real players (duh), and a lot of them. By enduring the long run to the finish line over many months and possibly years, with dozens of iterations to find what works, optimize, and discard what does not. And that long game is making undisputable breach into web2, winning by attracting player scale AND showing revenue numbers. This long game is a slog. It's difficult, it's expensive, it's years in the making, years of watching hot air rise to the top of market caps while projects of substance sink to the bottom. But here the risk and the great reward is that not one game so far has achieved this. It's a new horizon. We don't know what we will see when we push forward. It's a blank slate. But on it, any story can be yet written. New narratives captured. There is an asymmetry to this bet. And all it takes is one trade, one bet gone right, that can change your life. To back something that everyone discards. That's how millionaires are made. My thesis is this and has always been this: The first game that shows player scale outside of web3 while also demonstrating how the gravity of crypto incentives unleashed on gamers completely oblivious to the web3 side dramatically increase UA & in-game spend behaviors... Is going to crash into the greater gaming market like a bull in a china shop. The sound of disruption is going to change things. The question is, what players are going to make it to the end of the race? Which bulls are the ones that crash into the shop and start smashing things and making noise? So no, web3 gaming is not dead. It's not in vogue. It's not making investors (or teams building) rich, yet. But. The teams that can crack this diamond-hard nut and deliver the first game that crushes the numbers is going to change the game for all games. The risks are high, but the rewards for getting this right are even higher. So yes, I'm going to take this bet.

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"To Catch a Predator": Web3 edition Meet @Eug_Ng - Devoted father and family man - Founding partner at @OpenEden_Labs and @DWFLabs - Lives in Singapore (a citizen) - Flown (or fled) to Dubai for #BinanceBlockchainWeek - Flies to HK, invites women to interviews, then spikes drinks with Rohypnol - Makes weird sexual jokes about his daughter

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Took a glance at my @monprotocol Community Claim & Presale Allocation to figure out my $MON holdings. Clocking in at about ~24,000,000 $MON from the nft+presale claim. There's more from my private sale etc, but I won't cover that portion here. - 18,532,022 $mon from my pixelmon NFTs - 5,522,189 $mon from my community presale Keep in mind ~80% of the presale and nft claim is VESTED for multiple years, which means around ~4,500,000 MON is unlocked at TGE. It's been a long journey with @Pixelmon and it's been quite a ride watching @GiulioXdotEth turn a THE top NFT rug into one of the darling brands of web3 gaming by building non-stop hand-in-hand WITH the community. I am utterly convinced that MON PROTOCOL will be a multi-billion dollar project within the next 3-18 months. The team is building and @GiulioXdotEth is one of the top founders in this space and knows how to play this game. With 10 years of runway, a team of nearly 100 people, 5 games in production, an anime being produced, innovative revenue sharing to the NFTs ready to go live, more than 100 partners signed on, and [REDACTED], this is not a project that is going to sit around at a low market cap. It's going to be one of the top, if not the top gaming brands in the space for sure. I believe I can turn my ~27M-30M $mon tokens into a 9-figure win here over the next 2 years. When you find a true winner, you double down your bet. I'm bullish and I will be max-staking on TGE. LFG!

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Let me tell you about two recent coins launched on the TIER 1 exchange @Bybit_Official that are going to change your life. These tokens are $WELL (@well3official) and $DOP (@dop_org) These tokens are revolutionary game-changing intergalactic, AI-driven, DEPIN-powered, Zero-knowledge protocols that will not only make you rich but also give you both a relaxing Thai massage and do your tax filings too The team behind these two outstanding projects are some of the most renowned M.I.T blockchain scientists:

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I'm in the unenviable position of having to FUD my bags, bags I dearly love, calling out a team I greatly admire over at @todaythegame As one of the larger holders of the NFTs (with 5% of the Genesis supply and 2.5% of the secondary supply) and someone who participated in the strategic round, I'm caught up in this drama because I've been publically backing the project. I've bull-posted and I've put my own capital into buying the NFTs, something I bet none of the actual advisors of the project have bothered to do. I missed the entire $LIMBO drama as I was moving countries and on a 14-hour flight. I didn't participate in the insider round (i.e. the token address shared before it was public) and I'm happy I did not. I had no idea the team was spinning up the idea to launch a memecoin out of the blue before the actual TGE of the main token. Participating and profiting on this launch, especially as the largest NFT holder before the actual community would have been wrong as I see it. The short of the drama 'TODAY' was the team did a stealth launch of a pump.fun memecoin tied to an AI Agent that is aiming to be a virtual superstar, This in itself is a perfect way to capture the narrative and hype coalescing around AI Agents (IMO, 2024's own version of the 2020 Defi Protocol hype) and tie it to their gaming platform which entirely focuses around interacting with AI agents in a game world setting. But the launch went horribly wrong and what should have been rewarding for the core community who have backed the project was instead thrown to the memecoiners and a handful of insiders who profited. Yes there is a 2% airdorp to holders, but brothers in christ, how much is 2% shared out to 777 Ancient Seed holders and 5000 Mythic Seed holders? Sorry, but 2% is a slap in the face to the holders who backed this. "2% for thee and 98% for me" No thanks. Spitting out a pumpfun shitcoin before your core token TODAY that investors/community are expecting is risking seriously diluting the core value. Even more so when most of the community did not benefit at all. It takes a long time to build a reputation and a few seconds to destroy it. And that's the situation the team finds itself in. The cardinal sin here is not that they tried to experiment with some new tech. But they rewarded everyone but the core community first, and those who have backed the project most last. I understand this was not the intention of the team, but this is the end result. I admire the ballsy move by the team, but the move went so wrong. A day later we have a community in chaos, the team's perfect reputation now stained, the core NFT holders backing the project in an uproar, and myself who backed the project fully and put in ~200k into the riskiest of assets and continuing to acquire more and more positions when few in this space care a damn about NFTs are left feeling fairly disgusted by the whole thing. Founders take not: reward your own community first before everyone else. The team in dramatic fashion failed to do this. Here is how the launch should have gone: - Team launches the token in stealth via a bundle to filter out snipers/bots. - Team let's the value die - Team acquires slowly 20-30 percent of the token from the dev wallet - Team announces the token and at the same time airdropping 95% of that supply to the NFT holders. Instead we have a token that started < 1M, was shared to insiders (who shared with other friends and sniped more) when it was a tiny cap, shared out to the NFT holders when it was at 3M, and by the time most of the community could participate, the token was already at 15-20M and running to 40M and now it's at a 5M cap. Now most of the core community are likely down 30-80% on this move, the value of the main token is possibly diluted and damaged, and the project's reputation has been smeared. If was are going to just by results, this was a terrible result. Making such a move should have been a more thoughtful process and nothing you suddenly yolo out of the blue. I had a call with the founder and I don't believe this was malicious. They had good intensions but non of the founders are in the trenches or degens. But here we are with troubles. Ignoring the cardinal sin of giving no ROI to your strongest backers and giving it all to random memecoiner, at least you can justify the end justify the means if the token value maintains. But clearly it's been dumped and the FUD has damaged the entire TODAY brand. I love the core game and the tech they are building. I also support the founders. They have spent a year building a good community and have been delivering a product. They failed to reward their core holders here with this move, but besides the loss of community trust, the core product they are building remains the same. But restitution must be made as I see it and debts paid to the community. What I want to see and expect to see going forward. ➡️The 1% team allocation given to the community. The community was farmed and now the team needs to pay. There should be no financial compensation to the team before the actual holders. I want the team to entirely focus on building value to TODAY, and the best way to ensure this is to make sure whatever happens with $LIMBO points back to $TODAY. If one thing is done at, this should be the minimum to regain trust. ➡️The 1% given to advisors returned and given to the community as an airdrop. The advisors, if they were paid compensation do not deserve any such. the advice damaged the entire project. ➡️Any profits made by the people attached to the project should be used to buy back the NFTs. I looked at some of the transactions and clearly there were buyers buying in for nothing and dumping at 50-100x. Assuming these were insiders attached to the project in some way (market makers, advisors, friends of advisors), I would want to see that liquidity returned with buybacks of the NFTs. Unreasonable demands? Possibly. But then again launching a shitter at the cost of your entire community and giving the value to random non-believers first, however, this came about to be, is how you destroy your community that backed you. Trust was lost, and trust must be regained with actions not words, not apologies. Now, in terms of the actual tech demonstrated, it's exciting. If we ignore the financial mistakes made by the team, I do believe the Agent AI represented by $LIMBO is an exciting extension of the tech. Even more so if this becomes a platform play where multiple agents (and tokens) can be spun out with the tech, all leading back to the core $TODAY token. So I'm not blind here to some of the benefits and the narrative the team can capture with this move. But to get there and regain the trust for this to matter, the team needs to now put in the work. And ignoring the whole thing won't make this go away. So I'm expecting the team make this right, and I know the want to make this right. The captain of a ship is responsible for what happens to that ship. We don't blame the passengers, we don't blame the crew, the captain takes the blame when shit goes down. And this TODAY ship was driven into the side of a cliff at 30 knots and the passengers woke up to find themselves in the water and drowning. The community does not want to hear the captain shouting about why mistakes were made by the pilot, they want the lifeboats to be deployed and to be brought to the original destination.

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