Vikara Capital
@VikaraCapital
Followers
510
Following
485
Media
94
Statuses
517
Vikara is a liquid fund investing in listed digital assets. Launched in 2022 by ex-tradfi fund managers. Never financial advice. *DMs open for token pitches.
Sydney, Australia
Joined November 2020
Re-posting and pinning the link to our Vikara September investor monthly titled "Unstability in a PvP World". Highlights (or lowlights): - Macro: is gold telling us inflation isn't over? - Is too late JP going to make it until Feb and will his replacement matter to crypto? -
3
8
28
Due to turbulent market conditions and widespread liquidations the secondary market price for USDe experienced volatility. We can confirm the mint & redeem functionality has remained operational throughout with no downtime experienced, and USDe remains overcollateralised. Due
77
131
1K
We've long wrote about government overreach in our investor updates, even scaring a few investors along the way (a few told us our writings we're off the rail and not helpfulš). Things like IDs to access the internet. Controls on accounts that require digital money to be spent
0
0
2
Just got a mssg on our @coinbase Prime account: āWe are aware that some users may be experiencing degraded performance. Our team is investigating this issue and will provide an update shortly. Your funds are safe.ā Weāve been running this fund for over three years. Do not recall
3
0
7
Wild how many like to claim markets are efficient. But this info re China vs USA was out there. In the good ol days this info would make its way out via research or the media and markets would adjust in what appeared to be an organised manner. Now one trump truth social post
Itās strange to me how few people are seeing Beijingās REE and other export restrictions as a direct response to the 9/29 BIS 50% rule, to the expansion of the Entity List, to the Russian oil purchase sanctions, etc. This didnāt come out of nowhere, and itās not (contād)ā¦
0
0
0
Ok. Few coincidences in life. Whose wallet is this? Crypto not going to survive with open crime season. While same garbage happens in equities, nowhere close to this brazen and once in a while, people are held to account. Never in crypto.
BREAKING: MASSIVE #BITCOIN WHALE TURNS BEARISH. A single trader just opened a massive $420 million short on $BTC through Hyperliquid. He deposited $80 million in USDC and used over 5x leverage to bet against BTC. On top of that, he transferred $50 million to Binance, likely to
2
1
8
Crime season all day, every day.
The insider who opened trades 30 mins before Trumps tarrif announcement closed the trades for $104m+$88m=$192m profits. The @HyperliquidX accounts were opened today.
0
1
5
These are worth tracking on @coinglass_com if we get a pump bc youād rather be an early seller than a very late one, but human psychology means most will have a hard time following their own rules when making money. Follow your rules. Bull Market Peak Indicators: 0/30
0
1
10
Iām turning 41, but I donāt feel like celebrating. Our generation is running out of time to save the free Internet built for us by our fathers. What was once the promise of the free exchange of information is being turned into the ultimate tool of control. Once-free countries
7K
31K
120K
šÆ
born too late to enjoy the preindustrial revolution, born too early to enjoy the breakaway civilization, born just in time to navigate a dying empire and hypergamble out of the impending artificial intelligence rule
0
0
5
unbothered. moisturized. happy. in my lane. focused. flourishing. bidding bottomed Solana memes. Play your game.
33
16
117
Fr
Hello new frens. Sometimes people are drawn in by temptation. Slyly we call it āstrangeā. BSC or BNB was that strange. But @binance is the OG crime exchange. @cz_binance is the crime boss. There are windows of opportunity to play by his rules. But those can be short. Lessons
0
3
25
Hello new frens. Sometimes people are drawn in by temptation. Slyly we call it āstrangeā. BSC or BNB was that strange. But @binance is the OG crime exchange. @cz_binance is the crime boss. There are windows of opportunity to play by his rules. But those can be short. Lessons
25
29
98
The new TradFi meta narrative is the "debasement trade". It took them almost twenty years to notice. Don't believe for a second they will forget about it just because of the $BTC "4yr cycle" It's time for the banksters to sell gold, #crypto, and tech stock derivatives to clients.
84
90
1K
This is alt take on the rush to AI data centres. The BTC miner to AI GPU conversion has got these names absolutely ripping. $IREN, $CIFR, $CLSK, $RIOT, $HUT, and even $BITF. we think it's likely even pulled some money away from larger cap utility altcoins as why play crypto when
1/ Everyoneās hyped on the AI gold rush, with trillions pouring into data centers. But hereās my contrarian take: surging natural gas prices are about to slam the brakes on this whole build-out.
0
0
2
I think the pumpfolio, TROLL, USDUC, TOKABU, NEET and more, Go on a 2024 style run over the next couple months. Community, bullposting and belief comes back full force and the trenches cook. Dont underestimate the power of one of the biggest airdrops in onchain history.
217
62
599
@vibhu @GeneralBingus_ do bros really put ālead @solana shitposter of the official accountā in their bioās owā¦worry of a mis-swap or something? š anyways unstable coin looks good here tho think about it hereās our resident degen hedge fund with some words *runs*
TLDR: Unstable Coin looks good here. New day, new meta. Creator capital markets have been bubbling away for a few months but seem to have caught fire the past few days. And with it comes more PvP and liquidity moving from most everything to CCM plays except $PUMP and $SOL. We
2
3
11
Breadth like this on a $33m token is excellent.
12,000 holders on the SOL $USDUC pair accelerate the unstable coin standard at scale.
10
26
98
Perfect. Lower rates 200 bps or more, go stealth and direct stimy via qe and tariff checks, and whatever else you need to do to turbocharge growth. Thereās no going back now sers and yāall know it. Pamp our bags. @realDonaldTrump @EricTrump
BREAKING: President Trump says there is "virtually no inflation" and "stock markets are continually hitting record highs."
1
1
15
@elonmusk Since we invest in crypto, thinking about what does to crypto gaming tokens? Businesses like @immutable @BuildOnBeam @GoGalaGames? Help, hurt or doesn't matter? Given the cost to create games, you'd think it helps, assuming the AI tech is in fact good enough to create a AAA game
0
2
7