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1.2M views
Apparently a fund blew out $1b+ on the MSTR-BTC spread trade today
They covered into the close which is why BTC dumped and MSTR premium went to the highs
PNL pocketed by based Saylor and will be put back into BTC
1M views
We are going to reach some serious levels of mental retardation for memecoins this cycle
Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tickets in, but the payouts and odds aren't
823.1K views
There’s going to be a seismic reallocation of value from real estate to crypto induced by consistently high rates
Real estate math is pretty insane when you consider high rates fuck you on expenses (interest) + prices + relative yield vs other assets so real estate investors get
547.1K views
People are really calling top on memecoin season when BTC hasn't even crossed ATH yet
Meme coins are a global shelling point for speculative liquidity. Anyone from any country can access them much more easily than any stock in the world. That's why Doge could rip so much harder
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🔥 Top post: Bitcoin at $45k still feels mispriced for 2024 ETF inflows and h · 2.2M views
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Apparently a fund blew out $1b+ on the MSTR-BTC spread trade today
They covered into the close which is why BTC dumped and MSTR premium went to the highs
PNL pocketed by based Saylor and will be put back into BTC
There’s going to be a seismic reallocation of value from real estate to crypto induced by consistently high rates
Real estate math is pretty insane when you consider high rates fuck you on expenses (interest) + prices + relative yield vs …
Advocating for a 1-5% portfolio allocation of memecoins is like boomers advocating for 1-5% portfolio allocation of $BTC
Study mental retardation
We are going to reach some serious levels of mental retardation for memecoins this cycle
Think of the Memecoin ecosystem as essentially a Skill-based Global Lottery Platform. Players get to decide which lottery brand they want to buy tick…
People are really calling top on memecoin season when BTC hasn't even crossed ATH yet
Meme coins are a global shelling point for speculative liquidity. Anyone from any country can access them much more easily than any stock in the world. …
Not only has sidelined capital come into markets but so has fresh capital and many sharp players of last cycle are also re-entering the space
NFTs are next up for a resurgence
Last cycle highs of $10B was merely a test pump. If momentum …
China Coin Narrative is here. Some of my favorites
- $FIL (恭喜FIL財)
- $DOT
- $VET
- $EOS
- $ICP
- $KLAY (actually Korean, but it might get confused)
- $BNB (People always mistake CZ for Chinese Citizen)
- $ETH (Vitalik has had multiple …
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- Established account (13+ years old).
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Rubina Dilaik
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Melinda French Gates
14%
Mayor Zohran Kwame Mamdani
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rob delaney
12%
Tavleen Singh
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