zeroxkyle

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ok this might be FTX 2.0 man

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ok this might be FTX 2.0 man

With crypto, this volatility is something we're used to. Meanwhile Google did a -12% move and Amazon -7% and Intel -23% - in equity land where they expect a lot less volatility

It's safe to say that what's going on there is probably far worse than here tbh

There are basically 5-10 next "Hyperliquids" in the sense that these are fast growing businesses with token alignment and a team that is S-tier and ships a product that TradFi genuinely wants and so has huge demand

Just buy those tokens, and nothing else

Crypto markets are +EV to be in now because there is still massive alpha to be captured here - most other participants are so short-term minded that they can't think beyond the day to day.

If you have a year long timeframe, you will find more success than anyone else.

Gated communities will become more of trend because public commons on the Internet is toxic. Evidence of a deeper cultural rot tbh.

As the saying goes: 可怜之人必有可恨之处. Whoever is pitiful must have a cause to be despised.

The industry - and markets, have been bifurcating for quite some time. Crypto as an industry is dead. That is true. DeFi 1.0, DeFi 2.0, LSTs, Over-collateralized lending, Memes, Ponzis, numba go up - all those ideologies and assets are dead. Dead from years of scams and bundling, killed by the own greed that created it, like a snake devouring its own tail. There is no one coming to save it.

The irony is that the cynicism of the typical "CT Schizo Poster" - the type of person you had to be, to be accepted in this era of Crypto, killed itself. What more could you expect of a persona that is inflammatory, extractive, negative and hypocritical? With 0 value added and spending the whole day complaining about extractors while waiting patiently for the next "scam" - this poverty mindset, this -EV thinking was doomed to collapse.

The industry is now called "Digital Assets". This industry is flowering. CEO of major asset managers talking about tokenization. Hyperliquid being referenced on Bloomberg terminals for Pre-IPO stocks. Stablecoins being adopted by the largest companies across the world. And great businesses with sustainable economics deciding to focus value on their token.

Today, Anthropic Pre-IPO stocks was launched. CZ rang the Nasdaq Bell. Neobanks are being adopted all across the world. Hundreds of millions of dollars of GPU loans are being financed through crypto rails, unbeknownst to them. Everyone here believes the pie will get larger. There is so much value to capture. Neobanks are the fastest growing vertical to come out since stablecoins. 24/7 trading has only been launched a few weeks ago. We've only begun to scratch the surface of what is to come.

Pick a side. Crypto is dead, long live crypto.

it was fun while it lasted

AI Semis: Denial
Space: Depression
Quantum: Depression
Robotics: Depression
Financials: Complacency
Uranium: Depression
Gold: Anger
Cyber: Optimism
Software: Belief
Crypto: Disbelief

Considering flying to NYC just to meet my friends whom I miss, and also to pump <my bags>

My dream is to host podcasts where i interview founders purely from a token standpoint, and host investment pitch events on a larger scale

But I'm lazy... 😭😭😭

am a big fan of all AI related coins in crypto when it's real durable businesses targeting the big pie and using token-economics to accelerate growth

- VVV - inference provider - not only the cheapest on a MC basis but all comps are illiquid + private AI being extremely important as we've seen how Ant has gone woke

- CHIP - scalable GPU loans - targetting small to mid market meat which is entirely being ignored by large banks - evident in loan demand growth ; using blockchain to streamline operations as well - imo getting from couple months per loan to 30 days is a huge undertaking + moat that can't be replicated

do u guys remember how 2 cycles ago there was a dichotomy between NFT CT and CT CT

i feel the same way now, just that this time with meme CT and CT CT

like idfk who kimchi is, and i'm just shocked a post like this has 300k views lmfao

we are all living in k shaped realities

man there are so many projects led by S tier founders / teams this cycle, with genuinely value accretive token structures

how can you not be bullish?

frankly i have no clue what papertrade is i just know whenever jez likes my tweets i go "oh so this is a good one"

damn call of duty really making more and more realistic scenarios eh

the litmus test is - are you comfortable holding your coins for a year without selling? if you aren't, you're holding the wrong coins

in case it wasn't clear enough, i'm bearish equities and bullish crypto

"The best time to be bearish is when everyone is screaming black monday, at range lows, when everyone is fearful and really think it's over"

- Warren Buffet

re: markets

u guys need to believe in smth. obviously its an echo bubble if u hold trash coins that are destined for zero anyways.

tldr if you are a sovereign individual and are in crypto because of it, you cannot just be financially sovereign, but sovereign in every part of your life

fighting for what you believe in & being high agency

you will need these skills in the coming patch update of the world