0xkyle__

interesting how CRWV is up 4x from IPOs when everyone on this app was mad dunking on it during IPO

it seems everybody in crypto knew stablecoins were bullish, but no one actually understood the extent in which it was bullish, and more importantly, the extent in which the trad investors thought it was bullish

Saylor buying 1bn, BTC treasury companies buying hundreds of millions, and we can't break 107k?

🧸🎯

well, breaking my rule of not posting this

but jfc

hype ath

crcl ath

cant believe this is happening in 2025 tbh

yea.. token premium definitely exists

imagine if a 2b stock drops 95% lol

btc goes up in times of crisis: global monetary hedge, digital gold, working as intended

btc goes down in times of crisis: 24h macro proxy for financial markets, market showing its hand, working as intended

Oi, lah, you want make big money with yield farming, is it? I tell you, this thing can give high APY, maybe 10-100%, make your crypto work hard, sia. Passive income, no need bank, all decentralised, confirm lah. But hor, got big risk leh. Impermanent loss can eat your money, 60% of Uniswap users kena before. Smart contract got bug, maybe lose all. Market up down like yoyo, your profit also shaky. Some platform scam, rug pull, you cry also no use. Regulation? Nobody know what coming. Tax also headache. Want try, must study hard, pick good platform, don’t throw all money in. I need sell my watch liao, you buy policy first lah, help me out sia.

indeed, this rly just got me thinking that i am naive to attribute the typical 20x P/E to tokens in this industry (aside from a few special cases)

this would explain the bad PA - it is fair for them to trade way lower by virtue of being a token and not a stock / security tbh

only 4 names have outperformed BTC YTD in my list (mostly exchange-listed assets, not including stuff like spx6900 / kta / etc.)

market is so path dependent now... buy and hold just doesn't exist (if you bought and held HYPE you'd be up 58%, but if you bought near the bottom you'd be up 300%~)

"gold up btc down"

didn't this happen last time - isn't the fact more like btc is a 24h traded market so people can express their opinion through there vs the spx?

unsure

as usual
1) if you're underwater on good coins, continue holding
2) long

to all projects w a token, if you want your token to go up, what you need is:

- good tokenomics
- good buybacks (not peanuts)
- consistency (not cyclical business, so buybacks don't fluctuate)

unfortunately, you MUST HAVE all 3 - having 1 or 2 is simply not enough

don't even know what i'm buying. just slinging shit. everything's going up. is this a bull market?

privy acquisition
all roads lead to stablecoins

tardfi -90% dump is done

one bullish candle and everyone starts apeing shitters from 10 months ago

..

the fundamental problem with crypto tokens is that you're simply taking so much risk for a much less optimum return profile

wow i wonder why hyperliquid is at ATH!

and then i wonder why there's 20 different perp dexes now

finally got around to watching Theia's tokens are broken presentation

THIS IS A MUST WATCH IMO. Here are all my favourite slides if you don't have time to watch and just want to read - imo very impactful and clear cut.

continued below:

https://www.youtube.com/watch?v=99XsVSN_doQ&t=954s

feeling extremely underallocated to Bitcoin stocks and crypto stocks tbh

I feel like this has been the play this entire cycle, and I noticed it really early on, but I didn't capitalise on it - feel like my eyes are now open

i think i'm underallocated to Bitcoin stocks and crypto stocks tbh