Generational compounders in crypto are bought at trough earnings and trough multiples — and when you buy them, you won’t feel that original. You already know which ones those are; don’t let the need to feel original stop you from acting when the market offers you that chance in

Crypto: - overestimated on its breadth but underestimated on its depth, and... - maturing into a subsector of fintech, therefore - diversification makes no sense. Double down on winners @ cyclical trough - primed for sizing into secular winners (especially equity / stocks) given

A16z总结的这11个方向的use case，并不牵强，核心就是在ai时代，在blockchain这个global open and privacy-preserving computer 来运营。 基本上现在每个方向都有项目在尝试了。 我唯一的疑问是，这里面有一些：1. 可能最后有社会价值，但是未必有独立做大的商业价值；2.

回顾2025年半导体市场，真的是有太多太多精彩的故事，最大的主题就是: AI需求驱动导致半导体基建的估值体系重构 + 产业链的价值分配重写 从2024年开始，半导体基建正在飞速吞噬整个IT产业利润，SP500里半导体净利润EPS在IT行业里占比，在两年时间从不到20%上升了到了40%，而且还在呈加速上升姿态

https://t.co/4X0pjek9s3

Agreed. If Warren Buffett were living his 20-30s today, he'd be a software engineer + investor hybrid who's full-stack fluent in both worlds utilizing the best AI has to offer. We are entering into a world where the old-school pure-play liberal-art generalists are gonna get turbo

Some thoughts (aggregation) on why $BTC is dumping so hard as the equity market wobbles a bit. Longer-term prob doesn't matter but just thinking out loud: - Cyclers/ old-guard selling + DATs out of gas - Macro / liquidity w/ BTC being risk-on asset - AI = Better risk-on beta so

Well thank god I’m not a technical analyst

From a while ago but one could really indeed make the argument about owning fintech equities that benefit from crypto vs buying large cap beta.

I'm not a technical analyst but

A comp sheet I'm looking at. Presented without comments. Could be useful if you are into real tokens. Can't guarantee accuracy because I literally pulled it thru AI and some eyeballing.

I’m just saying, accumulators with a 2-3x knockin at prices below mining cost for BTC over 12 months ain’t too bad of an idea. Same goes for things like other best in class alts that could get creamed due to end of cycle.

Thrilled to support Ludovic and Capybobo. Ludo’s first-time Web3 journey has stood out for clarity, resilience, and execution. From investment discussions to ecosystem synergies, we’ve seen strong alignment. Looking forward to a powerful TGE and the road ahead.

While I’m not 100% on the scaling of the platform, think $avUSDC captures a significant portion of the platforms fee generation atm and is a pretty good place to park some cash

10% dilution in exchange for Lilin's family office + silent controlling complex behind one of the largest security houses (GF) & funds (Value Partner) in China. Deeping roots in Asia, prob gonna catapult $MATH's connection & business in the private wealth / exotics space.

What I mean is, when you long strong SOV + solid compounder w/ FCF plays and short vaporware overvalued VC bullshit over a mid-term horizon & be careful w/ funding & leverage you are gonna 100% make money.

Those who were in tradfi but now in Web3 can feel my pain -- how things trade really makes no sense and you have to follow the 50 IQ narrative + what the crowd thinks to really ride the wave / make money in the past 5-10 years (even if you know it's a scam / not gonna end well).

Everyone wants to trade They just don't know it yet Find out tomorrow Built on MegaETH

Love your loved ones. Appreciate what your have Prepared for the next phase of the super cycle.

I dunno but $WU really doing this Web3 stuff while being levered to the tits at 3x PE and shorted like a pig seems like a good squeeze idea and eventually take out tbh