Zaheer
@SplitCapital
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Hegemon • Perpetual Optimist 🕊
Jannah
Joined February 2018
بِسْمِ ٱللَّهِ مَجْر۪ىٰهَا وَمُرْسَىٰهَآ ۚ إِنَّ رَبِّى لَغَفُورٌۭ رَّحِيمٌۭ
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3 years ago today, the industry was on its knees after 10+ multi-billion dollar liquidations from massive busineses in the space. 2 years ago, the industry was on the brink of more scrutiny from an admin that was hell-bent on killing it. Last year, we awaited many promises from
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Its time to have another community Fan Art event where you make the art, and the community votes their favorite! The top 5 art pieces will be receiving the rewards! RULES: - Anything Hero Siege related - No NSFW - No AI (we will filter these out) - Post progress pictures, at
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I would like to remind everyone that there is nothing new under the sun and if you believe, as some do, that the race to AGI/ASI is one that is an existential threat for nation states - there is plenty of precedence for this. During WW2 there were many government-owned,
END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments, CFO Says -- WSJ
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Someone else sent this in a group chat and it randomly seems relevant. https://t.co/Qp2r4l4c3A
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Can’t beat them? Connect your broker to trade like them.
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I'd be open to changing my mind on this but anyway you cut it these projects are still 3-4 years old. Keep growing at any expense possible.
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In another world, I would respect Hyperliquid and similar projects an immense amount more if they cut down buybacks in order for well-intentioned company growth, tackling a bigger universe. Nonetheless, I still love Hyperliquid.
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Said differently, prioritizing growth is paramount and one of the things I would appreciate the most from any project that is high flying. If a project always spits out dividends it's not always the best way to express excess dollars.
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Discretionary token buybacks are always going to be better because the team will always know best when and where to spend money. The idea that it's always good to spend money on token buybacks is flawed because most of these businesses still need massive R&D to keep growing.
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Bitcoin almost putting its lowest trading close since Q3 start. Bitcoin hasn't traded below $100k since early May.
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Another 10% loss on Total3ES. We're ~25% away from April (Tariff) lows on Total3ES. Absolutely unreal unravelling of alts, it's hard to believe.
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People are really underestimating how much open interest has moved on altcoins lately because of how wide the gap was on October 10th. We're moving about 10-15% open interest on select days and we're acting like these are normal market conditions.
This is a good reminder that altcoin market cap outside of BTC, ETH, and stablecoins, has cratered back to the lows while BTC remains in a slightly healthier range. The churn always always always happens on alts.
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I’m right curving this I’ve gone so deep into too many rabbit holes, to a point where it’s impossible to deny God’s existence God is real and God loves you
The older I get, the more I believe God is real Coming from someone who grew up catholic, lost faith for couple of decades, became skeptic and religiously distant The world has its way of showing you the truth
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Especially bears — really there’s very little value in the most optimistic case.
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It’s always good to ask yourself why you’re on Twitter, building an audience. If you don’t have a clear goal or vision then this place will just consume you and you’ll end up losing a lot more money than you could’ve if you just logged off.
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Honestly you just have to hire enough freaks of nature that when they execute, everything just works out.
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Every few months I meet a VC who swears they don’t do crypto, then leans in and whispers: our best deal from X vintage was the team that pivoted into crypto. If the outlier keeps being crypto…
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It’s all too common for our friends to want to leave the market when things get “boring” but boring is relative and for most it means when the market isn’t going straight line up. Not only do we then lose a lot of retail trading balances but also getting their attention again
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A big problem with crypto is that both the market and its participants thrive on momentum. As soon as momentum wanes, slows down, or dies, so too does the interest of the market’s attention span. This greatly multiplies the bearish or bullish reflexivity.
The forward return for crypto after a major liquidation event is always quite positive but the time to recovery is the real consideration. The simple formula is something like the worst the liquidation and seasonality, the longer it will take for markets to clear the risk and
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17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down. @SenateDems could learn something from that.
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