Rank #1 on the yearly leaderboard for yet another consecutive year in a row. Bear markets, bull markets, sideways, doesn’t matter to me. Study simply being built different.

Here at $86k, this is the first time in a while that BTC feels very nice to me to add for long-term accumulation. BTC trades as a high-beta risk asset on shorter timeframes when equities are weak, but long-term it continues to decouple upward as the world’s choice of digital

For the first time since its nonstop grind down from $17B fdv, I bought some plasma. Since yesterday’s market selloff it has been one of the few coins showing strong relative PA, suggesting finally an exhaustion of sellers; I believe the Cobie thesis may be ready to play out here

It was indeed the scariest chart in crypto.

Supported by 'thoughts and prayers' type of energy

This is one of the scariest charts in crypto and you can't convince me otherwise.

Orderly is still so cheap that its staking APR from just a portion of its fee revenue is consistently over 40% without using any token emissions or points to incentivize trading volume. People have become so accustomed to assuming that any high staking yields are padded by token

If you’re having a hard time understanding why KOL’s would want to launch their own perp DEX, you should take a look at Aden, another Orderly launched DEX from one of the largest Korean KOLs, which has done about $13bil in monthly volume, earning him millions in fees. It has

Virtuals ran to 5 billion+ over the course of the agent meta. Orderly, the functional equivalent for perp dexes, has no competition in its lane and is seeing large KOLs launching new Orderly powered DEXs daily, while still at just $350M FDV even after new Binance + Upbit listing.

Large accounts impressed by the performance of a certain trending perp dex, not realizing it's entirely powered / built on Orderly (which takes a share of all fees). This is the narrative equivalent to selling pickaxes in a gold rush.

So the SEC update to accelerate the timeline of ETF approvals creates one of the wildest narrative overlaps I've seen in a long time on AVAX specifically. Like nearly black-swan level convergence of ETF approval + close to $1 billion DAT bid coming at almost the same time. The

Quick followup discussion to my last post, on Trump related coins in general. It shouldn’t be surprising to anyone that holders of large locked WLFI allocations would want to sell even at a large discount. The fact is that all Trump related coins suffer from the same massive

So I checked with an OTC contact on this one, and apparently it's actually verified / real. During the same time period that Justin Sun was blacklisted from selling, a different World Liberty team advisor was actively trying to sell over 100M tokens at just 5 cents per token.

Gm! Been touching snow for a bit since flattening the books in Jan, but wanted to pop my head in for a bit to share an interview I recorded with @thiccyth0t on the evolution of my edge in crypto since 2015.

Gmoas.

Regardless, AIXBT is the single strongest performing agent related coin since my first post on it. There's really no debate about the relative strength it has to the rest of the agent space.

Most people missing the point here- if you have two agents with similar valuations and high beta it presents a pair trade that other assets don't have. Comparing zerebro to non-AI makes no sense, because the only asset you should be benchmarking it to is similar AI

There are agents, and there are chatgpt wrappers. Succeeding in crypto x AI this cycle isn't about being blindly long in the face of nauseating volatility, it's about betting on the real tech while simultaneously betting against the gimmicks.

Not sure how the market missed it, but this orderbook liquidity protocol I posted about a while back apparently just landed an exclusive deal to run Raydium’s entire new perp dex, and its volume has shot up to nearly half a billion dollars of volume a day since then. I looked

Anatomy of a chart. Holder distribution now far better positioned to run ATHs as the only Binance spot listed coin that has novel AI tech, influence, and meme status all in one.