darran
@darran0x
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renaissance investor | crypto since forever
Joined April 2021
AI Supercycle – Alt season. $NVDA is the Bitcoin of AI. It feels like the growth already happened. Nvidia is now the most valuable company in the world. Still, five years from now, most of us will wish we owned more. I should probably average into NVDA, but I won’t. It’s alt.
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The CT bull thesis for $PUMP seems to be:. $2 billion war chest to. pump creator tokens (aka market manipulation).so streamers get rich (aka dump on their followers).so more creators will stream and spin the flywheel. therefore $100 billion business . am I getting this right?.
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They found an infinite mint exploit for Gold. Bitcoin fixes this.
Congrats to the team at @MarathonFusion for identifying a plausible, scalable process for transmuting mercury into gold. This is something that drove Isaac Newton insane.
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If you missed the $PUMP token sale at $0.004 last weekend, they're running it again this weekend.
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Hyperliquid.
JUST IN: $10 trillion Charles Schwab to launch Bitcoin & Ethereum trading services.
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We should probably raise interest rates tbh. There is nothing wrong with the real estate market. There are plenty of buyers at a price that's adjusted for 7% mortgage rates.
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Dell upgraded to $165 price target. > $DELL +4.33%.> $TSSI -0.28%. A lot of growth for DELL trading at a FWD PE of ~12. Looking to earnings for TSSI, the integration partner for AI datacenters, to see how much of this growth is flowing through.
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gm. $EOSE
Rebalanced the prospecting portfolio today to increase allocation to energy, specifically on-site energy storage. Looking to earnings. > Closed $OPEN after overnight DD (+23%).> Trimmed $RKLB ($53.18), $OUST ($29.68), and $NU ($13.99).> Opened $EOSE at $5.01 and $FLNC at $8.32.
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ICO holders are up +20% since the Pump Fun sale.ETH holders are up +20% since the Pump Fun sale.
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25,000 out of 40,000 BTC transferred so far. Looks like it will probably be the full stack.
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The remaining 40k BTC was consolidated to:.bc1qs4nzm0je7wqfyfmqr4ht4upyzy57vc95nf4au0.
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I see the ancient Bitcoin whale is preparing to bomb the charts with GLXY again.
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Rebalanced the prospecting portfolio today to increase allocation to energy, specifically on-site energy storage. Looking to earnings. > Closed $OPEN after overnight DD (+23%).> Trimmed $RKLB ($53.18), $OUST ($29.68), and $NU ($13.99).> Opened $EOSE at $5.01 and $FLNC at $8.32.
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ASP Isotopes still mostly under the radar but running again today. $ASPI +17%
Nuclear will take years to play out but it's one of the primary AI-adjacent verticals. Some highlights for the new researchers:.> TerraPower, founded by Bill Gates (private co), has raised $1.4B. > ASP Isotopes $ASPI is producing the HALEU fuel for TerraPower, likely others.
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Extended +47% in premarket, touching $2.20.Now +24% at $1.85. $OPEN could trade as a levered bet on RE but the fundamentals are broken until earnings prove otherwise. Skimmed socials last night. Meme stock energy. Manage risk tightly on this one.
"Opendoor is the next Carvana" is an elite narrative. I'll give it a shot. $OPEN +38% today. Squeezy.
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So, congrats to the hodlers on the bounce. and congrats to the traders that came back. and jfc gl to the people that keep shorting it. This is a bull market. Long your longs.
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I have actually traded ETH a couple times post-Liberation Day. Mostly through ETHU, SBET. Tom Lee and other CNBC KOLs are unironically bullish. They reach a new population of left curve buyers that will never interact with the L1 directly. It's a good trade but I prefer others.
What if. > $HYPE is the new SOL.> $SOL is the new ETH.> $ETH is the new BTC.> $BTC is the new Gold.
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