MS2 Capital

MS2 Capital

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Family office. NFA

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Bullish Divergence | $ZEC @FoundryServices launching a ZEC pool tells you everything about where institutional conviction is heading. 🔹Hashrate at ATH. 🔹Sentiment stuck at Neutral (40). 🔹Price: $237. Record network security + muted sentiment = textbook accumulation zone. $CYPH is the cheapest leveraged exposure to this setup a mountain of ZEC at a fat discount to NAV🚀 twitter.com/ms2capital/status/...

Subnets Growth | $TAO Bittensor subnets are shipping and the market is starting to notice. 🔹TAO +52% in 7 days. 🔹$2.8B mcap. 🔹126+ active subnets. But the real story is what's happening inside the network. Quick thread on the subnets growth driving this move in markets🧵 twitter.com/ms2capital/status/...

Every Bittensor subnet is in the green. When did we last time have a narrative this strong where everything was green and up massively? AI stuff January 2025?

Strategy's Acquisition Engine | $MSTR $STRC is the simplest financial product that most people don't understand. - You buy it at $100. - Strategy takes your cash. - @saylor buys Bitcoin. - You collect 11.5% yield. That's it. 🧵Below ↓is a breakdown of the largest corporate $BTC accumulation engine in history. twitter.com/ms2capital/status/...

Derive | $DRV According to @Delphi_Digital latest report, $BTC options OI just flipped futures OI for the first time $65B. This is an important structural shift in crypto derivatives right now, and almost nobody is talking about it. 🧵on why this matters for @DeriveXYZ twitter.com/ms2capital/status/...

DeFi Assassin | $BNKR $BNKR just became the most dangerous agent on Base. No dedicated integrations - it finds the ABI, validates the contract, and executes. Any verified protocol - one shot🏀 ■ Every verified contract on @base - routable through one terminal ■ No partnerships needed: Aero, Morpho, whatever ships next ■ 50-150% faster after a full engine rebuild ■ More protocols on Base = more $BNKR surface area Not a chatbot upgrade - a TAM explosion🚀 twitter.com/ms2capital/status/...

Freysa AI | $FAI Why was @AlgodTrading sharing his bullish thesis on $FAI - because they're building a primitive stack for autonomous agents on @base • Sovereign Agent Framework: agents hold their own keys, no human custody • http:/ml.ink: MCP-native deploy platform where agents ship their own infra • Digital Twins: agent-to-agent coordination for DeFi, DAOs, trading When agents can custody assets AND deploy services, agentic finance stops being a meme and becomes infrastructure - @freysa_ai is quietly assembling the full stack🚀 twitter.com/ms2capital/status/...

Agentic Finance | $FELIX Agency is emerging as a scarce resource - not capital and not headcount. $FELIX proving the zero-human company thesis is real: 💰$80K revenue in 30 days 🤯2x @AnthropicAI Claude subscriptions Picks and shovels of this ecosystem: • $VVV for private agent compute (complete work) • $BNKR AI agents launchpad (provide wallet/transact) • @base is the onchain arena of settlement. The infrastructure for AI-native business is being built right now🚀 twitter.com/ms2capital/status/...

Developer Platform | $UNI The middleware layer between agents and protocols is collapsing🔥 @Uniswap Developer Platform included 7x open-sourced AI Skills - structured modules that let agents: → Execute swaps → Manage liquidity → Deploy contracts directly on the protocol. This isn't a chatbot wrapper. It's the first major DeFi protocol shipping native agent SDKs🦄 twitter.com/ms2capital/status/...

Agentic Finance | $CLAWD The chapter of "AI as a tool" is closing - we’re entering the era of Agentic Finance. > $CLAWD is bridging autonomous code and onchain liquidity. > $BNKR putting no-code agentic tools in everyone's hands. > $VVV fueling agentic finance with permissionless compute. 📈 44% of finance teams are projected to adopt agentic workflows by the end of 2026. AI is evolving from writing code to running its own economic loops - humans aren't constructing the next chapter of financial innovation; agents are building it. twitter.com/ms2capital/status/...

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