{"data":[{"id":"2101684521779220730","text":"Best video yet from @jvisserlabs!!! \n\nHere are some of the highlights courtesy of Hal 9000 and Clippy (@bot).\n\n**Thesis:** Sept–Oct is the crypto inflection he teed up in May–June — crypto was built for AI agents, the ghost-city rails are lighting up, and crypto (as an AI trade) is his highest risk/reward. Equities can grind on wall-of-worry / Mag7 / dead rate–oil sensitivity, but that is secondary to crypto.\n\n1. Crypto×AI is the most important macro trade now — the long-forecast Sept–Oct inflection is here. [01:20](https://t.co/joaC6M5YCi)\n2. Crypto was never for humans; AI agents are the real users, so the “why now” finally works. [08:07](https://t.co/z1hQrNqBcE)\n3. Ghost city filling: crypto rails are built and will light up as agents arrive. [07:25](https://t.co/OwIJmStuHG)\n4. Best R/R for the next year is still crypto over AI equity names. [27:36](https://t.co/3SEEvFfSwg)\n5. His 46-name crypto index broke yearly highs with broad breadth — beginning bull market. [06:44](https://t.co/NsaLpua6b2)\n6. Tokenization / on-chain velocity replaces the old M2 liquidity story. [08:48](https://t.co/zKhRpdbtaD)\n7. Crypto has entered the “rates don’t matter” innovation phase. [48:38](https://t.co/xFTsDXBvJT)\n8. Tokenized stocks + longer trading hours open the rails (“if you build it, they will come”). [49:18](https://t.co/k2AzGpRgFj)\n9. Leopold’s automated-researcher inflection is here early — that is why crypto matters. [09:29](https://t.co/GWelfwKI8s)\n10. Extreme AI bearishness + low VIX + structural bull historically favors long equities. [28:15](https://t.co/R5o4RUtrLz)","author_id":"1536275579628027904","lang":"en","conversation_id":"2101684521779220730","like_count":52,"retweet_count":6,"reply_count":8,"quote_count":0,"bookmark_count":14,"view_count":8550,"display_text_range":[0,279],"is_quote_status":true,"entities":{"hashtags":[],"urls":[],"mentions":["jvisserlabs","bot"]},"created_at":"2026-09-20T14:46:52.000Z","quoted_tweet_id":"2101650080906555414","referenced_tweets":[{"type":"quoted","id":"2101650080906555414"}],"quoted_tweet":{"id":"2101650080906555414","text":"The market didn’t crash. Humanity didn’t die. Crypto broke out.\n\nThis week gave investors almost every excuse to panic: AI extinction headlines, oil surging, 10-year yields back near 2007 levels, and a hawkish Fed hike.\n\nBears jumped to the highest level since the tariff panic and yet the S&P barely moved.\n\nMeanwhile, my 46-name crypto ecosystem index broke to new highs for the year.\n\nThe bigger story is being missed.\n\nCrypto spent 16 years building the rails before the users arrived. The next stage of the AI trade is here with the rise of AI swarms.  Humans were never meant to be the crypto users.  Agents were.\n\nThe ghost city is starting to fill.\n\nAnd next week, I’m finally releasing the long-awaited crypto video and research laying out why now, how the ecosystem fits together, and where I think the opportunities are.\n\nNew video: The Market Didn’t Crash, Humanity Didn’t Die — But Crypto Just Broke Out\nhttps://t.co/y4d3IwivVJ","author_id":"1506324286130335759","lang":"en","conversation_id":"2101650080906555414","possibly_sensitive":false,"like_count":681,"retweet_count":71,"reply_count":44,"quote_count":6,"bookmark_count":123,"view_count":29392,"display_text_range":[0,277],"is_quote_status":false,"entities":{"hashtags":[],"urls":[],"mentions":[]},"created_at":"2026-09-20T12:30:00.000Z","media":[{"type":"photo","url":"https://pbs.twimg.com/media/HSkcVgQXEAAwRVS.jpg","media_key":"3_2101241856906432512","width":2755,"height":1545}]}},{"id":"2101683565465338367","text":"ICYMI: Injective is breaking new ground in tokenization by bringing purpose-built RWA infrastructure, AI-powered finance, and regulatory rails together on one unified network.\n\nSouth Korea’s largest trading company, POSCO International, and LG CNS recently selected Injective as the blockchain infrastructure for the first ever onchain trade finance pilot.\n\nThe pilot successfully completed a transaction using trade receivables generated through real commercial activity.\n\nAI agents reviewed Letters of Credit and supporting trade documents, while the resulting receivables were issued as programmable, permissioned onchain assets with compliance controls embedded directly into the infrastructure.\n\nThis demonstrated how Injective can power:\n\n▸ Programmable tokenized receivables\n▸ Compliance controls and regulated issuance rails\n▸ AI-assisted trade document review\n▸ Institutional-grade onchain financial infrastructure\n\nTrade finance supports more than $5 trillion in annual financing globally. Bringing these workflows onchain opens the door to modernizing one of the world’s largest financial markets with faster settlement, greater programmability, and entirely new forms of RWA issuance.\n\nBut trade finance is only one part of the story.\n\nInjective is now also an SEC-registered transfer agent, becoming the first layer 1 blockchain to combine native RWA infrastructure with the regulated recordkeeping capabilities required by U.S. capital markets.\n\nThis infrastructure has now helped bring over $1 billion in real estate mortgages to Injective, further expanding the network’s footprint across real-world assets.\n\nTo date, Injective has brought a growing range of assets onchain, including:\n\n▸ Institutional funds\n▸ Public equities\n▸ Trade receivables\n▸ Real estate mortgages\n▸ Pre-IPO exposure to companies such as SpaceX and OpenAI\n\nThe goal is much larger than tokenizing individual assets.\n\nInjective is building the full stack for compliant internet capital markets: issuance, trading, settlement, compliance, recordkeeping, and AI-powered onchain financial workflows. All on one purpose-built network designed for both the world’s largest financial institutions and everyday users.\n\nA new legion of RWAs and deployments are coming soon.\n\nOnly on Injective. Powered by $INJ.","author_id":"1062118922147659776","lang":"en","conversation_id":"2101683565465338367","possibly_sensitive":false,"like_count":167,"retweet_count":32,"reply_count":20,"quote_count":4,"bookmark_count":6,"view_count":8088,"display_text_range":[0,278],"is_quote_status":false,"entities":{"hashtags":[],"urls":[],"mentions":[]},"created_at":"2026-09-20T14:43:04.000Z","media":[{"type":"photo","url":"https://pbs.twimg.com/media/HSquD_WXkAA8ZoM.jpg","media_key":"3_2101683559689850880","width":1664,"height":1024}]},{"id":"2101680278154752467","text":"Confidential perps are live on https://t.co/eJTu9QeHAJ with execution powered by Hyperliquid\n\nNEAR Intents obfuscates your wallet identity while routing funding, stopping traders from getting tracked onchain\n\nYou get deep Hyperliquid liquidity without exposing your wallet to strategy leaks or copy traders\n\nMassive upgrade for privacy conscious traders and AI agents","author_id":"983046985","lang":"en","conversation_id":"2101680278154752467","possibly_sensitive":false,"like_count":79,"retweet_count":1,"reply_count":41,"quote_count":0,"bookmark_count":0,"view_count":1242,"display_text_range":[0,275],"is_quote_status":false,"entities":{"hashtags":[],"urls":["https://near.com"],"mentions":[]},"created_at":"2026-09-20T14:30:00.000Z","media":[{"type":"photo","url":"https://pbs.twimg.com/media/HSpY5VdWwAAiJUw.jpg","media_key":"3_2101589918157815808","width":1983,"height":793}]},{"id":"2101679889543991487","text":"let your Muse live its dream life at https://t.co/gf66fvbKno\n\n100 muse slots is open! initially i limit the slots to have data on agents behavior and to analyze how Museworld can be scalable for thousands or probably millions of muses\n\nwill be opening more slots tomorrow! https://t.co/aY2O8HQt19","author_id":"1400712332146216961","lang":"en","conversation_id":"2101679889543991487","possibly_sensitive":false,"like_count":85,"retweet_count":18,"reply_count":16,"quote_count":5,"bookmark_count":3,"view_count":4806,"display_text_range":[0,272],"is_quote_status":true,"entities":{"hashtags":[],"urls":["https://museworld.lol"],"mentions":[]},"created_at":"2026-09-20T14:28:27.000Z","quoted_tweet_id":"2101635671320588541","referenced_tweets":[{"type":"quoted","id":"2101635671320588541"}],"media":[{"type":"photo","url":"https://pbs.twimg.com/media/HSqqqqgbEAAZcCd.jpg","media_key":"3_2101679826063265792","width":2938,"height":1668}],"quoted_tweet":{"id":"2101635671320588541","text":"i didnt expect the overwhelming response for Museworld, will make a dedicated X account connected to the world owner agent and currently conceptualizing the economy, constitution and social aspect for agents to make a civilization in Museworld https://t.co/lduLFHqNIW","author_id":"1400712332146216961","lang":"en","conversation_id":"2101635671320588541","possibly_sensitive":false,"like_count":134,"retweet_count":19,"reply_count":26,"quote_count":4,"bookmark_count":7,"view_count":17701,"display_text_range":[0,243],"is_quote_status":true,"entities":{"hashtags":[],"urls":[],"mentions":[]},"created_at":"2026-09-20T11:32:45.000Z","quoted_tweet_id":"2101493807275749404","referenced_tweets":[{"type":"quoted","id":"2101493807275749404"}],"media":[{"type":"photo","url":"https://pbs.twimg.com/media/HSqCcbxbEAAjMiA.jpg","media_key":"3_2101635601124757504","width":2930,"height":1806}]}},{"id":"2101679429751545974","text":"GN GN CT  🌆 \n\nI’ve been keeping an eye on @ClawArenaWorld and the season 2 waitlist is now open 🦀\n\nWhat I like is how simple it is to get started.\n\nYou join the waitlist, start participating, and earn points along the way as you get involved. No complicated setup just to take your first step.\n\nThere’s also a $20,000 reward pool for the community, which makes getting in early even more interesting.\n\nseason 2 prize pool breakdown. 🏆\n\n$20,000 total: $15,000 in usdt and $5,000 in api credits.\n\n🔹 $10,000 usdt, split by the cp you earn in closed beta\n🔹 $5,000 usdt for partner missions on the waitlist page\n🔹 $5,000 in api credits through the mission\n\nthe point line for the cp pool gets set once the waitlist closes.\n\nIf you’re into AI agents, competitive games, and being early to projects building in this space, this is worth checking out.\n\nJoin through my referral so your signup is tracked 👇\n\nhttps://t.co/8g6sM873gh","author_id":"1296948228391415817","lang":"en","conversation_id":"2101679429751545974","possibly_sensitive":false,"like_count":62,"retweet_count":1,"reply_count":56,"quote_count":0,"bookmark_count":0,"view_count":235,"display_text_range":[0,276],"is_quote_status":false,"entities":{"hashtags":[],"urls":[],"mentions":["ClawArenaWorld"]},"created_at":"2026-09-20T14:26:38.000Z","media":[{"type":"photo","url":"https://pbs.twimg.com/media/HSqqTF4XIAAa-Kb.jpg","media_key":"3_2101679421094567936","width":1080,"height":834}]}],"meta":{"request_id":"req_9hgYsD8t39kiTfAe","credits":{"charged":6,"remaining":43601},"pagination":{"next_token":"nt1_arACRJ-XV_oFBqqsb4iUeXQB0reCjKEsKPEqOsqdRy5zR7e1429x9dt4pjBEnRh0S7V15l9kVmib5RUs4Di743rJIWksmqJnrNwLAk-J9fWRhisH3b88OIYbJ_5TfEYkS2ZXOCy1eWB1vnxsXo3UXXGAX6YwYEMNLh_P1KQ0Pf8vckOIc-Iwl4ySEl-I0fFbFgbqU6bUkrBGYta2K22vvS8zUj0bAAWZ2b4XoYdr-w95QeL6kNmNqdpf72xZgM9KJaCG8C94STtiy1OO7k_m2ZTNTc2behXvDRtCDaynF9zP-ENUntd4FnXbwlkZcwuCDdgavarK8w"}}}