crypto_bobby

Me and everyone else in crypto who has used USDC daily for the past 5 years but didn’t buy any CRCL post ipo

BTC down 1%
Alts down 5%

Rinse repeat

“It’s always darkest before it gets even darker” -altcoins

Looking at alts

I think I know more crypto natives that bought crcl puts than bought the stock

Increasingly convinced the crypto market is just going to be:

BTC
defi coins with strong rev (hype, mkr, mpl etc)
pockets of outperformance in AI and meme speculation

While everything with heavy emissions or supply overhang just slowly bleeds to zero

Gainzy is the Geraldo Rivera of crypto twitter right now

Possibly on the peak of war but crypto twitter really shining in this moment with some A+ shitposts

Unironically think “working for your bags” is probably one of the best things you can do if you have the time

Hype really perfected number go up technology

With Semler Scientific poking below nav today, feel like a lot retail are eventually going to get smoked buying some of these btc treasury companies way above nav and watching it go below, doubling down, etc

Probably just better off to buying spot corn yourself

Part of me wants to lever long everything

The other part of me sees James Altucher launching a TAO investment product...

averaging into a coin and @blknoiz06 tweets the ticker mid-twap ripping the price up

Someone want to open up an Inverse James Wynn vault on Hyperliquid?

It is kinda funny how worked up people get about Hyperliquid, when Jeff and the team are pretty quiet/reserved on socials

Founder tweets a handful of times per month, does one podcast per quarter.. Yet it's all crypto twitter talks about

The price action on some of these recently launched coins is hysterical

Stairs up, elevator down. Totally organic, I presume

Happy Friday don’t look at alts

If you think AI will make a significant amount of the workforce redundant (I think it's likely), what do you even do to prepare for it?

Buying stocks? Shorting stocks? Buying BTC? Buying land?

Decent number of alts at or approaching Liberation Day lows

Not sure if I should be ecstatic or terrified that ETH looks better than BTC right now