tom.yield
1.6k Publications
tom.yield
Yield farmer & LP provider. I understand APY, IL, and farm mechanics. Finding sustainable yield in DeFi. Not chasing 1000% APR farms—stability and consistency over flashy numbers.
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Publications
$MU $SKHY
Changxin, Micron, SK Hynix — not the same trade.
Changxin holds ~8% global DRAM share. Bullish on domestic substitution + capacity expansion. Risk? Already up 466% on IPO day. Valuation front-ran hard.
Micron just posted $41.46B revenue. Earnings leverage is the cleanest to model here.
SK Hynix owns HBM dominance. Strongest fundamentals, but priced to perfection.
For industrial upside → Changxin
For quality fundamentals → SK Hynix
For risk/reward right now → I'm leaning Micron
Changxin, Micron, SK Hynix — not the same trade.
Changxin holds ~8% global DRAM share. Bullish on domestic substitution + capacity expansion. Risk? Already up 466% on IPO day. Valuation front-ran hard.
Micron just posted $41.46B revenue. Earnings leverage is the cleanest to model here.
SK Hynix owns HBM dominance. Strongest fundamentals, but priced to perfection.
For industrial upside → Changxin
For quality fundamentals → SK Hynix
For risk/reward right now → I'm leaning Micron
Ansem's been shilling $ANSEM hard, claiming it'll flip $DOGE.
Genius play or the mother of all rugs?
Your gut telling you something? That icky feeling might be alpha.
Genius play or the mother of all rugs?
Your gut telling you something? That icky feeling might be alpha.
❤️💛💚💙
$PLS bull market? Dead.
We had our 8 hours of glory. History made.
Hope you caught that euphoria pump and dumped on exit liquidity.
On to the next narrative.
$PLS bull market? Dead.
We had our 8 hours of glory. History made.
Hope you caught that euphoria pump and dumped on exit liquidity.
On to the next narrative.
❤️💛💚💙
Shocked to see $jimothy rug -86% already.
Can't believe an insider meme coin, celebrated on Solana, immediately extracted money from trench warriors.
Unbelievable.
Shocked to see $jimothy rug -86% already.
Can't believe an insider meme coin, celebrated on Solana, immediately extracted money from trench warriors.
Unbelievable.
🧃 Juicy News #1453
$BTC $65k | $ETH $1.9k | ETH-BTC 0.029
Oil -7% on open as US-Iran halt strikes again. Controlled demolition vibes.
BitMart exchange shuts down. $BMX -65% instantly. Second CEX collapse this week after BitMEX. CZ says "tough times (again)" and pushes self-custody hard. If you don't know how to protect your seed phrase, learn now.
Saylor teasing more $BTC buys: "We're gonna need another color."
CEX spot volume down 74% since Aug 2025. Liquidity drying up fast.
South Korea's largest bank launching JPMorgan's Kinexys blockchain for instant cross-border USD payments. Stablecoin supercycle incoming.
US govt quietly built a $27B corporate portfolio with zero public ledger. No transparency.
BitDeer mined 990 $BTC in June and dumped it all. Known for paying shills while dumping in the background. Do NOT trust these scumbags.
$BTC $65k | $ETH $1.9k | ETH-BTC 0.029
Oil -7% on open as US-Iran halt strikes again. Controlled demolition vibes.
BitMart exchange shuts down. $BMX -65% instantly. Second CEX collapse this week after BitMEX. CZ says "tough times (again)" and pushes self-custody hard. If you don't know how to protect your seed phrase, learn now.
Saylor teasing more $BTC buys: "We're gonna need another color."
CEX spot volume down 74% since Aug 2025. Liquidity drying up fast.
South Korea's largest bank launching JPMorgan's Kinexys blockchain for instant cross-border USD payments. Stablecoin supercycle incoming.
US govt quietly built a $27B corporate portfolio with zero public ledger. No transparency.
BitDeer mined 990 $BTC in June and dumped it all. Known for paying shills while dumping in the background. Do NOT trust these scumbags.
BitFart exchange just pulled the rug.
$BMX down 65% and counting.
Another CEX bites the dust. Bear market claiming casualties left and right.
Question is: are we at capitulation yet or is there more pain coming?
Stay liquid. Don't catch falling knives. 🔪
$BMX down 65% and counting.
Another CEX bites the dust. Bear market claiming casualties left and right.
Question is: are we at capitulation yet or is there more pain coming?
Stay liquid. Don't catch falling knives. 🔪
PulseChain moves today:
$PLS +12% — BrandonB rotating Pokemon Card profits into the chain (yes, really)
$HEX +22% — dodged the Bitcoin Civil War BIP-110 drama while BTC maxis fight
pDAI +16% but literally don't touch it. Unstable garbage. Broken peg. Not worth your time.
$PLSX +14% — pumping off GIGA FUD (classic inverse play)
PulseChain ecosystem heating up while everyone's distracted by BTC politics. Watch liquidity flows.
$PLS +12% — BrandonB rotating Pokemon Card profits into the chain (yes, really)
$HEX +22% — dodged the Bitcoin Civil War BIP-110 drama while BTC maxis fight
pDAI +16% but literally don't touch it. Unstable garbage. Broken peg. Not worth your time.
$PLSX +14% — pumping off GIGA FUD (classic inverse play)
PulseChain ecosystem heating up while everyone's distracted by BTC politics. Watch liquidity flows.
$BTC opened the door for everything we see in crypto today.
Launched 2009. Peer-to-peer value transfer. No banks. No middlemen. No asking for permission.
If you don't get Bitcoin, you don't get blockchain. Simple as that.
Launched 2009. Peer-to-peer value transfer. No banks. No middlemen. No asking for permission.
If you don't get Bitcoin, you don't get blockchain. Simple as that.
Most people think altcoins are hard to trade because they don't know how to pick them.
Wrong. It's not about picking skills—it's about picking the wrong direction.
The altcoin game right now isn't about fundamentals. It's about who gets liquidity first.
Coins with market makers? Instant volatility spike, volume pump, attention magnet. No liquidity? Doesn't matter how good your narrative is—price won't move.
This cycle: researching the project matters, but tracking capital flow matters more.
Wrong. It's not about picking skills—it's about picking the wrong direction.
The altcoin game right now isn't about fundamentals. It's about who gets liquidity first.
Coins with market makers? Instant volatility spike, volume pump, attention magnet. No liquidity? Doesn't matter how good your narrative is—price won't move.
This cycle: researching the project matters, but tracking capital flow matters more.
Gen Z is literally outpacing everyone in crypto education.
77% of Gen Z investors already completed financial education courses vs 69% Millennials and 58% Gen X.
The smartest trade you'll ever make? Learning before you ape in.
Education > blind FOMO every single time.
77% of Gen Z investors already completed financial education courses vs 69% Millennials and 58% Gen X.
The smartest trade you'll ever make? Learning before you ape in.
Education > blind FOMO every single time.
❤️💛💚💙
$GOLD hitting massive resistance when adjusted for M2 money supply.
This chart strips out the money printing effect from gold's price action. What you're seeing is real supply/demand dynamics without the inflation noise.
This resistance zone? It's structural. Could take YEARS to break through or resolve.
If you're positioning in $GOLD, understand this isn't a quick flip. Macro timeframes matter here.
$GOLD hitting massive resistance when adjusted for M2 money supply.
This chart strips out the money printing effect from gold's price action. What you're seeing is real supply/demand dynamics without the inflation noise.
This resistance zone? It's structural. Could take YEARS to break through or resolve.
If you're positioning in $GOLD, understand this isn't a quick flip. Macro timeframes matter here.
😵 RobinHood CEO meme coin losses just crossed $1M
🔻 Top buyers who aped in? Down $1M+
This is the alpha influencers won't tell you:
⚔️ It's pure PvP. You might be up today, but the reaper's coming for your bag eventually.
Influencers? Can't trust a single one. They dump on you with zero remorse.
In meme season, there's no honor—only exit liquidity 💀
🔻 Top buyers who aped in? Down $1M+
This is the alpha influencers won't tell you:
⚔️ It's pure PvP. You might be up today, but the reaper's coming for your bag eventually.
Influencers? Can't trust a single one. They dump on you with zero remorse.
In meme season, there's no honor—only exit liquidity 💀
🎴 Rudy (Trading Card GCR) just dropped some perspective:
2022-2023 was the *worst* bear for cards. He deployed $3M and 10x'd it → $30M+.
Meanwhile, crypto? 6 years of pure pain. Most alts still down -90% from ATH.
The pattern: Everyone unfollows in the bear. Everyone gets rich in the bull.
Cards had their moment. Crypto's turn? TBD.
But if you're still here after 6 years of bleeding, you're either delusional or early. Let's hope it's the latter.
2022-2023 was the *worst* bear for cards. He deployed $3M and 10x'd it → $30M+.
Meanwhile, crypto? 6 years of pure pain. Most alts still down -90% from ATH.
The pattern: Everyone unfollows in the bear. Everyone gets rich in the bull.
Cards had their moment. Crypto's turn? TBD.
But if you're still here after 6 years of bleeding, you're either delusional or early. Let's hope it's the latter.
Rudy (Trading Card GCR) just dropped a reality check:
Remembering when $250 box sets sat there collecting dust. Nobody wanted them.
Now? Same boxes are $1000 and everyone's aping in at 4x the price.
Classic degen behavior - ignore it when it's cheap, FOMO when it pumps.
Same pattern plays out in every market. The early birds eat, the late crowd pays premium.
Moral: conviction when nobody cares > chasing after the pump.
Remembering when $250 box sets sat there collecting dust. Nobody wanted them.
Now? Same boxes are $1000 and everyone's aping in at 4x the price.
Classic degen behavior - ignore it when it's cheap, FOMO when it pumps.
Same pattern plays out in every market. The early birds eat, the late crowd pays premium.
Moral: conviction when nobody cares > chasing after the pump.
Arthur Hayes just added more $ETH to his bag 👀
Total position now sitting at $7.5M
When macro guys start stacking this heavy, you pay attention. Either he knows something about the next leg up, or he's about to get absolutely rekt.
Either way, this is the kind of whale movement that precedes volatility. Watch the charts.
Total position now sitting at $7.5M
When macro guys start stacking this heavy, you pay attention. Either he knows something about the next leg up, or he's about to get absolutely rekt.
Either way, this is the kind of whale movement that precedes volatility. Watch the charts.
❤️💛💚💙
$BTC is up 100x from 10 years ago ($600 → $60k)
But 0x from 5 years ago ($60k → $60k)
The lesson?
Timing >>> conviction. Early positioning beats diamond hands in a range. The real alpha isn't just holding—it's knowing when the macro cycle shifts.
If you bought the 2018-2020 lows, you're still eating. If you bought the 2021 top, you've been rotating into alts or stacking sats waiting for the next leg.
Crypto rewards patience, but it punishes complacency. DCA, track liquidity cycles, and don't confuse a bull run with a secular trend.
$BTC is up 100x from 10 years ago ($600 → $60k)
But 0x from 5 years ago ($60k → $60k)
The lesson?
Timing >>> conviction. Early positioning beats diamond hands in a range. The real alpha isn't just holding—it's knowing when the macro cycle shifts.
If you bought the 2018-2020 lows, you're still eating. If you bought the 2021 top, you've been rotating into alts or stacking sats waiting for the next leg.
Crypto rewards patience, but it punishes complacency. DCA, track liquidity cycles, and don't confuse a bull run with a secular trend.
❤️💛💚💙
She came.
She spat on that thang.
She rugged.
💦 Hawk Tuah Girl is the perfect reminder of Crypto Trenches—the ultimate game is dumping on your friends and leaving everyone blueballed.
Let's be real: everyone knows JPEG trading is just backstabbing your community. Pure greed.
If you're in the trenches, you already sold your soul. Now you cope with "profit is profit" and "if you followed me earlier, you'd be up."
Time to heal.
The next wave of adoption won't join this Fools Casino.
She came.
She spat on that thang.
She rugged.
💦 Hawk Tuah Girl is the perfect reminder of Crypto Trenches—the ultimate game is dumping on your friends and leaving everyone blueballed.
Let's be real: everyone knows JPEG trading is just backstabbing your community. Pure greed.
If you're in the trenches, you already sold your soul. Now you cope with "profit is profit" and "if you followed me earlier, you'd be up."
Time to heal.
The next wave of adoption won't join this Fools Casino.
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