$TSLA Thesis: Advanced AI Based Robotics and Clean Energy Company 2025 PT: $500-1000 2030 PT: $1500-3000 #Bitcoin/ #Ethereum Thesis: Open Source Peer-to-Peer Cryptographically Secured Storage and Compute Cloud 2025 PT: $100,000 / $10,000 2030 PT: $500,000 / $100,000

Why wouldn't we make a new ATH?

BTC is finally at the only resistance I deem serious enough to prevent a new ATH Am I changing my positioning? No Am I taking profits? No Am I a retard? Yes I've been calling bears retards since 60k, I think here you can at least make a compelling case I just don't wanna

I’m holding my Bitcoin long to New ATH

I'm reasonably confident that I'm not even thinking big enough for how much on chain options will grow through EOY 2027. And I'm thinking in the trillions 😂 I do think on chain options will gain market share vs Deribit much faster than on chain perps have gained on Binance. For reference, Hyperliquid and Lighter are combining for about 10% of Binance, OKX, and Bybit perp volume. @DeriveXYZ is already doing 5-8% of Deribit volume. I think Hyperliquid and Lighter can easily get up to 30%+ of perps in 2027, but I think on chain options share (Derive, but also potentially Lighter, Paradex, HL if they're live) gets north of 50% vs Deribit. 2027 will be the year that DEXs>CEXs. Binance, Coinbase, Deribit are bloated, complacent, and asleep at the wheel. Zero innovation, garbage UI/UX. Billions more in equity value will flow to DEX tokens like $HYPE, $LIT, and $DRV from here.

Have 300x 100/125k $BTC call spreads for Dec25, but there's lots of different ways to express "$BTC to ATH by Christmas". This is just how I am. Thought being I'm not positive we can crack $100k by then, but if we do, a run at ATH is an interesting bet. If you were to do 80k/125k x300 $BTC you have $4m more upside (max $11.4m), but it also costs about 5.5x as much at $2.1m premium vs 377k for the 100/125.

putting this project on notifications hearing things robinhood needs good art

Don't care Remain bullish Bears can suck it

After Friday's post-cpi retrace, mkt rinsed out the minor build-up of open interest that was there, spot buyers absorbed range lows. Looks like perp traders now are unsure & don't want to place big bets ahead of FOMC. Mkt looking duly de-frothed. I added some btc this morning.

Rumor mill is saying to expect CLARITY to not pass but for the innovation exemptions from the SEC to come by Friday or early next week. Hearing that the SEC is fully mobilized and ready to move on crypto rules no matter what.

Crazy how different all the charts look out there in terms of market structure. Which is actually nice bc it filters out a lot of trades and allows you to be a lot more selective in finding good setups overall on majors. $Eth is another Id like to add to early next week. Feels like after its next rally, whenever that is we will be seeing around 3.2k possibly. Would love to get a sweep lower first if given for those adds

I think I agree we haven't found the killer meta yet but we are in the ballpark. These token-stock hybrids feel so close to something big but still one or two tweaks away. I think the pieces are there but my gut says they haven't been put together optimally yet. I will continue watching for more novel mechanisms to pop up and shout when one really hits me.

Robinhood Chain is facing its first test here. If I had to guess, volume recovers but I don't think the current meta is sustainable. Something else needs to work for the real leg up. Pre-IPO perps feel like they were made for Robinhood Chain to me.

This is very important so I am going to explain this as simple as possible because people won’t read the full report: - robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 already has $40M+ of liquidity across 40+ pools. That’s about 1/6 of all LP on Robinhood Chain. - In the last week alone, 10 new pools opened against robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 (ICOIN, ORBIO, FATCOIN, MEME, RSTR, DRILL, NUDES, PONS, DGAME, MOO). Eight of those formed in just six days. - Example: The robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18/$BONER pool went live and in seven days became the #1 venue for BONER, handling 35–37% of all BONER volume. New pairs are already taking 15% of robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18's ~$36M daily tape. - As this continues, more tokens launch against robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18, more volume routes through robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18, and more robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 gets locked as inventory in those pools. Liquidity compounds. The key here is none of this is priced into robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18. To most people it’s just a dog meme sitting on a NVIDIA pair. So what does this mean if you actually value it as the liquidity layer for stock memes on a chain with no native token (removing any memetic value)? Bear case: $20–90M. Meta stalls, bridges stay small, stocks never route through it. Base case: $500M–$1.2B. 15 decent meme stocks, handling a real but not dominant share of their flow. 2–5x from here. Bull case: $2.7–12B. 30 memes, two runners, stocks start pairing through robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18. Extra bull: $8.5–40B. robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 becomes the actual money of the Robinhood Chain meme-stock economy. The probability-weighted expected valuation is $3.7 billion market cap (at 19x from today) There is no Robinhood token. robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 is the closest thing to a proxy because it already sits at the center of the liquidity, the NVDA vault, and the new pairs. The market is still pricing the meme. It is not pricing the infrastructure.

$ETH trying to break $2550 for the 8th time, unreal. You can see in real time how the market is sidelined and doesn't have the patience to wait for lower to buy in.

All eyes on ETH Coiled and primed The next leg up is going to be filthy

3/ Tom DeMark, founder of DeMark Analytics and a capital markets advisor to Bitmine is expecting ETH to make a sharp upward move in coming weeks. According to Tom DeMark, ➡️ “In August, ETH moved sideways without a downside break and the 12-day metric expired, which implies a renewal of the upside move. ➡️ We believe this further supports the continuation of the prior uptrend. ➡️ We expect, last week’s sharp one-day rally was a likely preview of the pending advance.”

This just looks so good to me IDK Maybe I'm delusional, but sometimes it feels good to be a bit stupid

For Bitcoin over the next 48 hours, 79.6k is the line that matters. Hold above it and this looks like a normal reset before the next move higher. This means that 80k becomes the battlefield first. If Bitcoin can keep absorbing sellers there and build a base instead of giving back the breakout, the next real test is the 81.3-82k supply zone. A clean break and hold above 82k would suggest sellers have been exhausted, opening a relatively thin path toward 83.5-84.5k. Why I’m leaning higher: - Funding is still pretty clean hence not much long froth - The short squeeze has already cleared some fuel - Spot ETF flows are still doing the heavy lifting - Yields are easing ahead of jobs data But it’s simple. Lose 79.6k on a proper 4H close and this bullish setup is wrong. Then 77.3k, possibly 75.6k, is back on the table. People are waiting for Bitcoin to “confirm” strength above 82k. By then, the move may already be well underway.

Robinhood $HOOD simultaneously expanding upwards (TradePMR, Platinum, Advisory) and outwards (Robinhood Chain, social trading) is really remarkable.

Bought a little more BTC today.