Arthur
@arthur0x
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CEO & CIO @DeFianceCapital Leading Asia-based investment firm across liquid and venture strategies. Fundamental driven active investing.
Onchain
Joined April 2013
I think the world will increasingly not tolerate bullshit jobs/task especially those bureaucratic unneccesary admin stuff given that AI can solve all these things easily.
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New perpetual swap market share all time high. One venue is consistently growing while the others shrink. Hyperliquid
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Me fearing massive AI led job displacement in a few years at 2am while my girl was focusing on who's gonna be the winner of culinary class wars S2 is a good illustration of the difference in reality we are all experiencing now.
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Probability of massive entry/mid level white collar job displacement in the next 3 - 5 years with current pace of AI advancement?
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I think the industry's biggest players with great balance sheet will need to step in and provide some stabilizing function for BTC if they are wise enough to play the long game.
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What went wrong with crypto 1. 10/10 slaughter (will I get sued if I mention Binance?). 2. Digital Asset Treasuries (DATs) hangover. 3. Reversed flows from crime syndicates: major flows reversed after the DoJ indictment of the Cambodian Prince Group last October. 4. Quantum
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Logical and probable explanation of this move.
This was the highest volume day on $IBIT, ever, by a factor of nearly 2x, trading $10.7B today. Additionally, roughly $900M in options premiums were traded today, also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally
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We get what we deserve.
To put into perspective how bad we got screwed by the Trump administration. January 2025: BTC and Alts were primed to take off. $TRUMP and $MELANIA drop within the same weekend and obliterate all liquidity. February - April 2025: There was infinite tariff nonsense that churned
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I am buying here, but think R/R is very compelling if holding time frame is more than weeks. That said the era of tech based crypto investing in crypto is truly over.
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So this is what end of an era feels like. Have always wondered how some of the biggest industries and sectors in the past went into another era. Surreal to experience it first hand.
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This whole crypto cycle play out in the worst way possible for the investor archetype but many excellent traders are having a field days and even achieved record pnl with this move. Unfortunately eventually there wouldn't be enough liquidity and opportunity for traders to profit
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Market stop expecting ever expanding Network effort and high growth rate for software but instead reprice hard to replicate, high barrier to entry hardware companies is the thesis.
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Potential generational rotation from software to hardware companies in play now in the stock market.
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How many times has Jensen officially visited Taiwan in the past twelve months? Man really hustle hard and enjoy the Taiwanese street foods.
Look at the expression on Jensen’s face when a reporter asks if TSMC is going to make enough wafers for Nvidia this year. I'm not a CIA body language expert, but GOOD LUCK to da bears. $NVDA Reporter: "Jensen will TSMC be supplying enough for you guys this year?" Nvidia CEO
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Talk less, perform better. Current environment is not super conducive for opinions and view sharing.
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