Thrilled and humbbled to share my journey with Puff, a flagship Crypto project poised to etch its mark in Crypto history & revolutionize memecoins. It's a journey of innovation, powered by a vision to redefine our digital landscape and the way we think and express our memecoin

Yikes for $KAITO, $COOKIE et al. If you are just catching up on this and missed the free shorts, the current alpha is that there is a 7 day unstaking period to claim and unload $KAITO tokens. See below screenshot, literally there is lots at stake(d). Yet another interesting

Uncertainty if they rule against them, less uncertainty if the don't. Markets hate uncertainty, so let's see how the market will react to the news.

Now, a long road lies ahead for $LIT and @Lighter_xyz to build non farming users. As far as price is concerned, my short/mid-term expectation is for people to accumulate <2/2.5B (VC raise at ~1.5B) and offload at 5/6B (probably this gets frontran a bit). Longer term, it is

Spread on $LIT has been open for quite a bit, easy to take advantage of. Excited for TGE, soon...! 🕯️

Thought experiment on #Polymarket if I were structuring a view on #Lighter $LIT I would pair: (A) YES FDV >$4B (day 1) with (B) NO “airdrop by Dec 31” as a hedge A ratio of $1100 on (A) to $500 on (B) feels comfy. If airdrop does take place, (A) would appreciate in

As our industry matures, this is another challenge that needs to be overcome: Equity Holders and/Vs. Token Holders, particularly in M&A situations. $AXL & $CRCL, $TNSR & $BASE @HyperliquidX seems to have a desirable design going for it, 99% of revenue goes back to buybacks and

This is a terrific opportunity to see how the market will respond to good news. Pay attention!

I believe we will get more cuts, but that is not always a good thing in the short term for equities and crypto. In fact, given the current landscape, I personally see it as more bearish. ....and wait until inflation ticks up again later on in the year, gonna be tough for many.

Patiently accumulate and corner supply. Set the bait for overconfident traders eager to short an overextended, overvalued shitcoin. Keep liquidating them while farming negative funding and rolling it into your longs. Then sell and repeat. $Pippin hooray!

Where is the money going to continue coming from? Either you continue raising and dilute shareholders or you sell #BTC. The business has no net cashflow, but does have cashflow obligations (i.e., dividends). Unless, BTC keeps going up. 🤞

Still in month 2 of the bear market, a few more months to go. Steady lads 😅 P.S: Liking commodities here (and no, #BTC not a true commodity yet).

BTFD has worked so well so far, until it doesn't. Which is why many people are getting rekt. Let the market confirm first, not your belief.

Bingo! 🫡

Ever since 10/10, $BTC just hasn’t been trading well. That’s not an emotional statement, it’s simply what the market is showing. I keep seeing people in various groups mindlessly buying every dip and repeating slogans. I get the enthusiasm, but price action matters. You can

Who pays for the tariffs? And who will pay for what the "tariff dividend" will end up causing?

Have we bottomed yet #BTC?

Bitcoin at 100K certainly looks attractive to many... "Cheap BTC" they say. But imho, buy it when the market starts showing signs of bullishness. Let the market act +ly first and you will have plenty of time to buy it before it reaches whatever your bullish target is. Take

Markets still choppy, ironically enough instead of breaking out, we’re now flirting with a breakdown. Whether we like it or not, we know that crypto doesn’t move in isolation and is tethered to equities. Every cycle proves the same thing, namely that #Bitcoin and the rest of

Exactly 17 years ago, on October 31st, Satoshi Nakamoto published the Bitcoin whitepaper. Happy Helloween! 🎃🤘

Trump-Xi deal arguably went better than most expected. JP was a tad hawkish, but market knows his replacement wont be. So, why is the market not flying? Pay attention when the market goes down to good news.