I'm an old SOL bull account for most purposes. I sold most of my Solana during the Trump pump of 2025, moved a lot into BTC. Then into S&P and QQQ. Remainder NBIS, GOOGL, AMZN, real estate, and a few space stocks. Other portion early rounds like Valar, Erebor, Sphere, and energy grid for the bottleneck of energy and AI. Crypto hasn't been that interesting the last year and a half. AI has taken much of its steam. Easy money has been made elsewhere. I think as the economy accepts the future that thesis starts to change. Crypto is becoming interesting as a trade again. I have BTC and BONK bags that I haven't sold and will continue to hold until much higher. Things I think are interesting for the coming bull (if that is in fact where we are going, which I've long believed would be the cycle towards the end of 2026 / start of 2027), maybe we are still early, maybe it's right. RH: It has shown real momentum. I'm not chasing new things but re-buying winners. For me that is PONS and AI. I might get them wrong but good risk reward bets for potential of multi billion MC. HYPE: Is what it is. They own perps and are doing volume that you can't dismiss. cough* cough* Kalshi cough* Solana: I'm not sure but BONK, USELESS, and a small and rogue ALLINU, plus SOL itself seem interesting here. Underlying beta seems more interesting than SOL itself for a R/R. NEAR: I have no thesis outside of people who have hit SOL, ZEC, BTC, and other majors seem to think it will run. Narrative wins and who am I to dismiss that. Keeping it simple and not going off script in crypto. Energy for data centers remains the biggest trade of our vintage. Robotics and application layers for AI are too early for me. It's the Myspace of our generation. I'd rather bet later and with more confidence than doing it now. I will but now is not the time. If we enter a bull market enjoy the ride. Don't overtrade. Have a plan and stick with it.

solana:DezXAZ8z7PnrnRJjz3wXBoRgixCa6xjnB7YaB1pPB263 not gonna say anything, you decide.

Wild

BONK on Solana. Sometimes oldies are the best when BTC runs. Inflation is gone. DAO treasury empty, no overhang left. ETF and a fee stream buying and burning daily. One of the only fair market tokens left. DOGE fell 90% then ran 10x next cycle. SHIB did 7x. Do with that what you will.

It's becoming clear that some Democrats simply won't get to yes, no matter what we put in the text. President Trump has now agreed to two historic ethics provisions — provisions these very members demanded. We've given you everything you’ve asked for, yet you keep holding the bill hostage, demanding more and more and more. It's beyond frustrating. There's nothing left to give.

I'm in some RH tickers because I think memes can be a loud canary in the coal mine for the larger economy. Not a ton of exposure but enough to notice. Pretty surprised by the momentum. My best guess would be BTC pushes towards 90k and at that point I get out of all of them. Might be too early but I'd be surprised (happy to be wrong), that we don't chop around there for awhile. There's a lot to digest. The larger economy as midterms come to the forefront. Deciding if AGI continues to make the economy strong or not, there needs to be some larger consensus there. My bet is yes sometime in the next 4-8 months and we rip into a new era of growth, before it all blows up in our face or we adapt and change as our species has done so well. I would also bet on the second. But don't get chopped up in the meantime. That's my plan. Have your's and actually stick with it. If you don't have one for the next six months think of one. Have a thesis and what you want to execute. Why are you doing it and what is the outcome you want. Buying is the easy part.

Why do we want this? Is human connection no longer a thing we need to solve for?

$BONK breakout loading $BONK to Billions

AFTER 500 CALLS IN THE PAST FEW HOURS WE GOT ALL THE VOTES IN THE LAST SECONDS AND PASSED THE DISINFLATION PROPOSAL BY A LITERAL HAIR THANK YOU TO EVERYONE WHO WAS OPEN TO CHANGING THEIR MIND LETS GOOOOOOOOOOOOOO WE DID IT SOL $1,000

AGI probably won't happen soon, said no one ever.

I haven't taken much, or any really, time to digest everything that's happened in the last few months. (I realize I didn't even tweet a big message about Prime Video and what our content going up on really meant to me, as a person, having gone through so much shit in this space and being perpetually in startup and defence mode.) I don't celebrate wins much, it's always what next, what now, and how do we go even bigger? You go as high as the bar you set. But holy shit, we've achieved things. Web3 is an incredible place. It's noisy, yes, but it's a place for dreamers, and by extension, crazy people that have a pulse on the future other's can't quite discern yet. It's punk and counter culture. We were told so often that "we can't do this" "this isn't gonna work" and "I don't get it". Because it's unfamiliar territory, and that's uncomfortable for bystanders. Being a founder is all about leaning into discomfort, welcoming the trials, and leveling up. It's much easier when you have a die-hard community that begins to see the light and believes in your mission. We've done insane things at @Claynosaurz. We will continue to do insane things at Claynos. We've challenged a status quo. And we will be a best-in-class community-driven collectibles entertainment brand for the digital age. In just a day, the ecosystem has supported us in ways I don't even know how to react to right now. Over $1.1m to get this next adventure started. Your belief in us is fuel. Thank you, over and over. There is no finish line, and I think you know that about us. You better believe we will do incredible, industry shifting things with HEEBOO. I am so turbo bullish on the possibilities that platform will create, and our trajectory. I am so bullish on the creator economy, because we live it ourselves, it's our story, in a way that's much more intimate and aligned, and that is where the future goes when legacy companies are dis-intermediated. There is no Hollywood if it does not monopolize artists, fans and creators: there are simply content & entertainment creators. And they go wherever tf they choose. And they will build fan constellations as a moat. And those fans will also be builders, ambassadors, enjoyers, collectors, buyers, sellers, ideators. Participants. And that deserves alignment. That will be the only way forward. And that is the great promise of web3. A redistribution of power. Higher.

Fighting grave dancers on the timeline is useless. Will let the work speak for itself over time $BONK will continue to build products that support the BONK eco and community across chains Reports of BONK's death have been greatly exaggerated

I feel an important reminder is in order: There is no @cycol_gallery without BONK. @exchgART dies 2 years ago without BONK. Artists wouldn’t have commission opportunities without BONK Art Masters. Artists wouldn’t have grant funding through the Arts Ambassador Program or Creator Grants without BONK. Job opportunities for artists in the space are pretty much non-existent without BONK. Artists lose opportunities to exhibit globally, exhibit at the past 2 Breakpoints and other @SolanaEvents, and build their CV’s without BONK. Artists leave the space 5 years ago without BONK’s airdrop @TheOnlyNom @bonk_inu have been there for artists since the beginning, have done more for artists than almost anyone, and continue to do what they can during this difficult time because they understand the important role art plays in the @solana ecosystem. BONK changed my life and I know it changed some of yours too.

We also announced today that Valar Atomics and NVIDIA are collaborating on a 30MW closed loop end to end AI factory, which consumes no water from the local community. This is only possible when two technologies come together: waterless power generation and waterless AI cooling.

Today, Valar Atomics became the first nuclear startup to make electricity, and we did it by powering an NVIDIA Spark. This is the first meeting of advanced nuclear and AI; two technologies which will transform the next century. But that’s only the start of our collaboration.

Ward 250 has just passed 24 hours of continuous operations at 100% power.

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This is a moment ngl. Big thanks to @BusinessInsider for profiling @cycol_gallery. We work extremely hard to bridge the traditional and digital art worlds and articles like this level up our legitimacy. S/O to @solana @Pedromiranda @TheOnlyNom and @bonk_inu for believing in the vision, and the Cycol team for bringing it every exhibition, further proving we are one of the most exciting new galleries to come out of NYC. Pull up tonight as we showcase @FrankApeWorld for his first solo exhibition in almost a decade. Link to the article in the comments.