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kelington Profile
kelington

@kelxyz_

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investing + research

Joined September 2019
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@kelxyz_
kelington
5 months
2009-2017: hard money. 2017-2024: programmable money. 2025-2030: intelligent money.
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@kelxyz_
kelington
7 hours
If so we’ll soon enter arguably the best phase of the market, when new hot sectors are already identified, still underallocated, and undergo washout from stealth phase buyers up big. Narrows the field of choice significantly.
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@kelxyz_
kelington
7 hours
Onchain and now CEX alt mini blowoffs + down big on tiny btc down moves has been semi predictive of larger drop offs for BTC in the past, let’s see if that holds.
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@kelxyz_
kelington
22 hours
RT @Sokio8D: do you remember when you wanted what you currently have?.
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@kelxyz_
kelington
1 day
RT @defi_monk: Last Friday was my last day at @MessariCrypto. It’s been an absolutely incredible experience, and I truly believe Messari….
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@kelxyz_
kelington
1 day
The ability to pay talent should be a huge edge because why do senior roles at Soros pay just 200k. In crypto they pay BD guys 200k to throw parties with an apparent unwritten rule prohibiting deodorant.
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@kelxyz_
kelington
1 day
shill best monitoring tool for onchain , particularly want alerts on volume shifts.
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@kelxyz_
kelington
2 days
Tweet media one
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@kelxyz_
kelington
2 days
i’m commuting the grave sin of fading the established winning platform in favor of accumulating the cheaply valued similar platform. pray for me.
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@kelxyz_
kelington
2 days
Imagine thinking the world is gonna go Weimar and not doing everything to secure the future of your association.
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@kelxyz_
kelington
3 days
only goal in life . when you reach the end. Will your God. Be stunned and amazed by your efforts.
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@kelxyz_
kelington
3 days
RT @katexbt:
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@kelxyz_
kelington
3 days
RT @Adam_Tehc: A delay in the underlying dataset for my Pump dashboards led to 24 hour volume calculations seeming much lower than they sho….
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@kelxyz_
kelington
3 days
What if the hat stayed on?.
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@kelxyz_
kelington
3 days
If for some reason you need further proof for how scrolling the timeline poisons your ability to think. Just search an absolute DOGWATER TIER ticker that has absolutely zero chance of recovery. Scroll the endless bullposts. Eventually the ape mind is forced to think. What if?.
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@kelxyz_
kelington
4 days
it’s a good game.
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@kelxyz_
kelington
4 days
what’s the best way to play a shit ton of poker hands so i can learn how to play well. app or site recs?.
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@kelxyz_
kelington
4 days
yeah as frothy as it seems I lean towards "no" on the question of: does the proliferation of altcoin strategy companies mark the global top of the maket?. leaning towards trend testing before unit bias trick swoons retail + juiced reflexive yields swoons tradfi. lower then higher.
@Citrini7
Citrini
4 days
this is a great read but also my takeaway is “damn the investment trust trade went on for a very long time before it imploded”.
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@kelxyz_
kelington
4 days
yes. if we assume that:. > biggest companies + BTC to 5-6T.> The next class of winners to 1T.> Hype succeeds in winning a material % of world finance.> Jeff continues to long his longs, doesnt sell or defers team vest.> Forget $800 per point, $800 per coin.
@hypecapitalxyz
luka.hl
4 days
@kelxyz_ Still early tbf, hyperEVM wasn’t even compitable till like mid April.
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@kelxyz_
kelington
4 days
have read a lot on position sizing but want more resources on l/s. shill best reads on the theory and practice of long short investing pls.
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@kelxyz_
kelington
4 days
remember AKASH was upset at the opportunity to farm more points.
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