Coming out of the valley this year

Joy, despair, joy, despair. Kurumi is three trades in 😅 FX Fighter Kurumi-chan is now streaming on Crunchyroll.

to expand on my alt-outperformance cycle; you will not be able to throw darts like in 2017/2021 - market is sophisticated, liquidity is fragmented, bidding is reserved for select quality coins and dispersion is increasingly higher thanks to ease-of-access launchpads combined with low costs of deployment this means you will have to select winners, theorycraft theses, understand why something would pump, but also track all these metrics and challenge your ideas as fundamental drivers shift to be prepared to drop your bag on a moments notice and rotate your capital elsewhere opportunity cost has never been higher - sitting in wrong coins this cycle will be more punishing than ever before that being said - doing due dilligence, having flexibility, not marrying your bags and understanding where to put your chips is the single most important skill for a spot holder/rotator in the next 24-36 months perpetual altszn - but only in select corners of industry. those will outperform so hard they will push the cumulative index on their own

The problem isn't the fees themselves. It's the huge gap between how cheap it is to create a coin and how expensive it is to trade it competitively (cost of production vs cost of speculation). In mature capitalism, competition puts pressure on those costs. Onchain trading is still early, and those pressures haven't fully taken hold. We're missing one of capitalism's most valuable forces: competitive efficiency. Funny enough, as crypto matures, average onchain fees will shrink toward zero - yet EV and ROI will diminish along with them. We need to understand the good, the bad, and the reasons behind both. And as consumers, it's our job to keep demanding for better.

swarms is the future

The ticker is $JUMP The super-app for onchain finance.

The one who never gambles is the greatest gambler of all — he has gone all in, staking the rest of his life on mediocrity.

There’re accounts here that I know irl, worth >$10m with <5k followers, worth >$100m with <500 followers. There’re also accounts here with >50k followers but <$100k to their name. Almost always a result of lifestyle inflation or overextension. These are accounts you know very well. I.e. social validation is a terrible metric to gauge someone’s competence.

watching sneaker->nft->meme archetype have opinions on perps little do they know four years ago i made a trade with god: lose more money on perps than ppl will ever see in a lifetime for the ability to totally trust my instincts on liq, ux, sauce that makes a good exch

hear me out: instead of democracy, we fine-tune the best open-weights model with Lee Kuan Yew’s writings then let it run a small public sector gov

Play video games or be dumb! Those are your only 2 choices 😂

higher

u probably regret selling good bags today btw

btw if you cant tell we have officially reached the age if degenerate gambling like, this is the stop. this is what gcr predicted in 2022. we are here. we have arrived.

"Robinhood is still early" has become a consensus take all over ct. Especially with multiple coins holding 200m+ market cap at once and equity pair "betas" doing 8 figures. But there is a problem with a bet everyone agrees on. A lot of the new flows are coming from borrowed conviction instead of real funded conviction. That way every little dip can turn into a huge flush because borrowed conviction bought on the belief of it going up endlessly. Once the music turns off the realization kicks in. That's why eventually a flush is needed to distribute supply into the right hands again. Whether that happens now or in a month doesn't matter. Your mission is to bid the dips and sit on your hands until the coins go up again. When looking at the "big three" on rh (Cashcat, Pons and AI) a huge share of the top 500 wallets are "fresh money" meaning they have accumulated their position less than 14 days ago. This doesn't necessarily reveal that these wallets are buying with borrowed conviction but it creates an idea of how the supply is distributed. The coin with the most long term holders here is Cashcat with a 78.4% share. This makes sense when looking at the chart as well. This is precisely the reason why its the safest bet on a dip too.

bu zhi tao

pumping off the bottom after a bear market is infinitely more euphoric than anything else. Even better than breaching ATHs Nothing compares (assuming you are properly allocated)

For anyone with endless ideas, this agent age is nirvana as those ideas are met with endless execution, endless exploration. I've never had has much fun working with computers as I do right now. What a time to be alive.

As the uPNLs get bigger, everyone becomes philosophers. The fact is luck is the only difference maker but nobody recognizes this until it’s all over and too late to appreciate it. Don’t get lost in the sauce. Anyway, let the fun continue.

feels like onchain is entering a pretty exotic and experimental phase; rwa pairs, hooks, multiple leading chains, 5+ competitive launchpads and dexes (at same time), retail apps routers. just a matter of time until the next big sticky product finds a new home in crypto. cool shi