Cookie DAO 🍪

@cookiedotfun

We're building the crypto analyst you always needed and never got. Not an LLM wrapper. Specialized AI drawing on human-indexed data, cutting hours of research.

  1. #1

    ZEC is down 45% in a day, and CT has already written the eulogy. Quantum computers. Mythos. Aliens. Everyone's naming a villain. Nobody's naming the lesson: real security, real te…

    Cookie DAO 🍪 @cookiedotfun ·
    ZEC is down 45% in a day, and CT has already written the eulogy. Quantum comput…
  2. #2

    Let's talk about the future. We've had a lot of "what's next for Cookie?" lately. You deserve a straight answer. Here it is 👇🧵

    Cookie DAO 🍪 @cookiedotfun ·
  3. #3

    Everyone asks where liquidity will rotate next. Start with where attention already went. Last 30 days ecosystem mindshare: Solana: 36.8% Ethereum: 25.2% Polygon: 12.5% Base: 8.76%…

    Cookie DAO 🍪 @cookiedotfun ·
    Everyone asks where liquidity will rotate next. Start with where attention alre…
  4. #4

    THE DATA: the market is already separating AI-agent protocols with verifiable revenue (VVV, Wasabot +88%, xMaquina +155%) from conceptual plays

    Cookie DAO 🍪 @cookiedotfun ·
  5. #5

    Stop guessing where crypto attention is going. Here's the map. Last 7 days: Perp DEX, AI and Layer 1 all bleeding mindshare. Funds & Institutions quietly gained the most of an…

    Cookie DAO 🍪 @cookiedotfun ·
    Stop guessing where crypto attention is going. Here's the map. Last 7 days: Per…
  6. #6

    Most projects lost half their attention this month. hyperliquid:native, ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d , $Morpho didn't. The difference wasn't marketing. It w…

    Cookie DAO 🍪 @cookiedotfun ·
  7. #7

    In Q1, every deck said "DeFAI." Today DeFAI is 0.04% of mindshare. 57 signal units in a week. A narrative everyone adopts is owned by no one. Dilution kills faster than competition

    Cookie DAO 🍪 @cookiedotfun ·
  8. #8

    Most dashboards count engagement. The only question that matters is: Who engaged? 500 traders, analysts, and builders are worth more than 500,000 bot-driven followers. Likes are t…

    Cookie DAO 🍪 @cookiedotfun ·
  9. #9

    By late 2026, AI agents will plausibly outnumber human wallets on-chain. They'll discover protocols and recommend them. No team has an AI-agent distribution strategy yet. The next…

    Cookie DAO 🍪 @cookiedotfun ·
  10. #10

    Everyone is watching price. Smart money watches attention. We analyzed thousands of conversations and ranked the Top 10 projects by signal-to-noise ratio this week. The results mi…

    Cookie DAO 🍪 @cookiedotfun ·
    Everyone is watching price. Smart money watches attention. We analyzed thousand…
  11. #11

    Founders spend months building products. Then launch based on assumptions. The market doesn’t care about your positioning deck. It cares about the narrative that’s already winning…

    Cookie DAO 🍪 @cookiedotfun ·
  12. #12

    HYPE went parabolic on the back of ETF launches (Bitwise's $THYP hit $80M in its first week, beating nearly every other crypto ETF by volume), a Goldman Sachs 13F revealing a PURR…

    Cookie DAO 🍪 @cookiedotfun ·
    HYPE went parabolic on the back of ETF launches (Bitwise's $THYP hit $80M in it…
  13. #13

    What are we researching today?

    Cookie DAO 🍪 @cookiedotfun ·
    What are we researching today?
  14. #14

    EIGHT. 8️⃣ That's how many Ethereum Foundation departures have happened since February. And somehow, the institutional money is still piling in at the same time. $7.5B in tokenize…

    Cookie DAO 🍪 @cookiedotfun ·
    EIGHT. 8️⃣ That's how many Ethereum Foundation departures have happened since F…
  15. #15

    Reminder: Please ensure you are accessing all official Cookie DAO links exclusively through our Linktree. The only verified Discord invite link is: https://t.co/9mKuA2tIR1 Any oth…

    Cookie DAO 🍪 @cookiedotfun ·
  16. #16

    It’s all green on the @HyperliquidX side. The dominant conversation, driven mainly by traders/ analysts, is existential positioning. CT is debating whether they are: → The future…

    Cookie DAO 🍪 @cookiedotfun ·
    It’s all green on the @HyperliquidX side. The dominant conversation, driven mai…
  17. #17

    gCookie, how can we help you today?

    Cookie DAO 🍪 @cookiedotfun ·
    gCookie, how can we help you today?
  18. #18

    The conversation around perpetual exchanges has been building for months. This week, it converted 2 ETF launches, the #1 signal day of the entire month, and the highest-signal twe…

    Cookie DAO 🍪 @cookiedotfun ·
    The conversation around perpetual exchanges has been building for months. This…
  19. #19

    Most teams try to force a narrative onto the market. The smartest ones study the audience first. Good PMF isn’t luck. It’s pattern recognition. The brands that win are the ones th…

    Cookie DAO 🍪 @cookiedotfun ·
    Most teams try to force a narrative onto the market. The smartest ones study th…
  20. #20

    Gentle reminder: coverage, quality, and depth aren't interchangeable. benchmarking against competitors shows you the gap, benchmarking against the industry average shows you how d…

    Cookie DAO 🍪 @cookiedotfun ·
    Gentle reminder: coverage, quality, and depth aren't interchangeable. benchmark…
  21. #21

    x402 is being framed as "the internet's missing payment layer" and slowly yet surely gaining recognition, 28 years dormant in HTTP spec, now shipping via Coinbase/Base with instit…

    Cookie DAO 🍪 @cookiedotfun ·
    x402 is being framed as "the internet's missing payment layer" and slowly yet s…
  22. #22

    5 projects moved up in mindshare this week. here's what actually drove it. → Bitcoin: 46,288 Signal driven by a single narrative cycle: one rumor about Saylor selling BTC, one fou…

    Cookie DAO 🍪 @cookiedotfun ·
    5 projects moved up in mindshare this week. here's what actually drove it. → Bi…
  23. #23

    Anyone can look active. Not everyone is. Data doesn't confuse the two.

    Cookie DAO 🍪 @cookiedotfun ·
    Anyone can look active. Not everyone is. Data doesn't confuse the two.
  24. #24

    gCookie, what are we researching today? ask away and Cookie AI will answer!

    Cookie DAO 🍪 @cookiedotfun ·
    gCookie, what are we researching today? ask away and Cookie AI will answer!
  25. #25

    BTC’s mindshare is up by almost 21% in the past 24h. Who’s pushing this you might ask? → Opinion leaders and traders/analysts make up the volume backbone, 5,200+ authors, 38% of t…

    Cookie DAO 🍪 @cookiedotfun ·
    BTC’s mindshare is up by almost 21% in the past 24h. Who’s pushing this you mig…
  26. #26

    Securitize, Ondo, and xStocks turned a years-long thesis into a live market in a single week. Here's what happened. → @Securitize partnered with Computershare, which manages 60% o…

    Cookie DAO 🍪 @cookiedotfun ·
    Securitize, Ondo, and xStocks turned a years-long thesis into a live market in…
  27. #27

    We’re so back! BTC and ETH are the biggest mindshare gainers on CT this week. The trigger? JP Morgan Chase will now accept Bitcoin and Ethereum as collateral for institutional loa…

    Cookie DAO 🍪 @cookiedotfun ·
    We’re so back! BTC and ETH are the biggest mindshare gainers on CT this week. T…
  28. #28

    Stablecoins have been one of the loudest undercurrents in CT this past month → DeFi & Yield: Lending protocols, vault yields, and APY comparisons are the single biggest driver…

    Cookie DAO 🍪 @cookiedotfun ·
    Stablecoins have been one of the loudest undercurrents in CT this past month →…
  29. #29

    gCookie

    Cookie DAO 🍪 @cookiedotfun ·
    gCookie
  30. #30

    If you could track one thing in crypto right now, what would it be?

    Cookie DAO 🍪 @cookiedotfun ·
    If you could track one thing in crypto right now, what would it be?