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Chilearmy123

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Woke up expecting sub $100k BTC Instead we’re at $105k 👍👍
Woke up expecting sub $100k BTC

Instead we’re at $105k

👍👍
Why is every NFT project getting a Telegram all of a sudden?
Why is every NFT project getting a Telegram all of a sudden?
How do you shill SOL vs ETH vs SUI vs AVAX, etc. to a normie? I've regressed to only talking about BTC - but curious what narratives normies find most interesting Meanwhile they'll just end up buying XRP and probably outperform all of us
How do you shill SOL vs ETH vs SUI vs AVAX, etc. to a normie?

I've regressed to only talking about BTC - but curious what narratives normies find most interesting

Meanwhile they'll just end up buying XRP and probably outperform all of us
"ETH is severely undervalued" My brother in Christ, it has a $300 BILLION market cap. It's the 36th most valuable asset IN THE WORLD They better be solving world hunger at this valuation, not partnering with a random credit card company for a stablecoin
"ETH is severely undervalued"

My brother in Christ, it has a $300 BILLION market cap.

It's the 36th most valuable asset IN THE WORLD

They better be solving world hunger at this valuation, not partnering with a random credit card company for a stablecoin
First BTC video to get a little traction on TikTok this week Video showed the M2 money supply vs BTC, titled "2026 BTC price prediction" - 4k views - 29 new followers - 26% avg watch time Some observations: - For REAL virality, you need 70%+ avg watch time - TikTok videos have longer life cycles (getting views 2-3 days later) - Follower count basically doesn't matter on TikTok - it'll serve your video to whatever audience it's meant for. As long as your video is "good" by their metrics it'll get views Trying out another editing style today - will update with results
First BTC video to get a little traction on TikTok this week

Video showed the M2 money supply vs BTC, titled "2026 BTC price prediction"
- 4k views
- 29 new followers
- 26% avg watch time

Some observations:
- For REAL virality, you need 70%+ avg watch time
- TikTok videos have longer life cycles (getting views 2-3 days later)
- Follower count basically doesn't matter on TikTok - it'll serve your video to whatever audience it's meant for. As long as your video is "good" by their metrics it'll get views

Trying out another editing style today - will update with results
The most common thing I get when I meet people IRL is they tell me their worst trades A nice to meet you would be great 😂 Instead it's "bro I made such a bad trade last week, you're gonna love this story"
The most common thing I get when I meet people IRL is they tell me their worst trades

A nice to meet you would be great 😂

Instead it's "bro I made such a bad trade last week, you're gonna love this story"
Best part about being a Top 500 staker of the Pump Fun on AVAX: I get a % of every token that graduates airdropped directly to my wallet I've made ~$700 in rewards this week, and have gotten exposure to all of the runners without having to be heads down in the trenches Arena
Best part about being a Top 500 staker of the Pump Fun on AVAX:

I get a % of every token that graduates airdropped directly to my wallet

I've made ~$700 in rewards this week, and have gotten exposure to all of the runners without having to be heads down in the trenches

Arena
SBET is what 95% of Crypto Treasury companies will look like in 2 years We all know how it ends but let’s enjoy the bag pumping while we have it
SBET is what 95% of Crypto Treasury companies will look like in 2 years

We all know how it ends but let’s enjoy the bag pumping while we have it
I really want to buy a Pudgy Penguin They feel free at 9 ETH
I really want to buy a Pudgy Penguin

They feel free at 9 ETH
A lot of people are underestimating Sui both from a trading and content POV Just below HYPE in market cap, yet gets faded by CT because its community is more based in the East & on non-Twitter platforms 4 areas I find interesting: 1. Walrus (also by Mysten Labs) raised $140M in funding, $WAL in top 100 by market cap and the protocol reached 1 Petabyte in storage 2. DeFi: (@suilendprotocol & @bluefinapp top ones to check out here) & BTC DeFi gaining traction 3. Gaming (sold out its 10k supply Sui Play device, & 70 titles in development) 4. One of the largest NFT mints in the last year with @Claynosaurz Imo they also had a great recovery post-exploit Been working with them since we went to Basecamp, and every builder I spoke to mentioned the Move programming language being a huge reason of them coming over to this ecosystem I've also been buying some $SUI (NFA), been doing a deep dive on some of their DeFi protocols and some apps to play with Will share a bit more about them later - REALLY feel like this is completely open for creators and traders alike to get into
A lot of people are underestimating Sui both from a trading and content POV

Just below HYPE in market cap, yet gets faded by CT because its community is more based in the East & on non-Twitter platforms

4 areas I find interesting:

1. Walrus (also by Mysten Labs) raised $140M in funding, $WAL in top 100 by market cap and the protocol reached 1 Petabyte in storage

2. DeFi: (@suilendprotocol & @bluefinapp top ones to check out here) & BTC DeFi gaining traction

3. Gaming (sold out its 10k supply Sui Play device, & 70 titles in development)

4. One of the largest NFT mints in the last year with @Claynosaurz

Imo they also had a great recovery post-exploit

Been working with them since we went to Basecamp, and every builder I spoke to mentioned the Move programming language being a huge reason of them coming over to this ecosystem

I've also been buying some $SUI (NFA), been doing a deep dive on some of their DeFi protocols and some apps to play with

Will share a bit more about them later - REALLY feel like this is completely open for creators and traders alike to get into
If I gave a keynote speech at a crypto conference, what would it be about?
If I gave a keynote speech at a crypto conference, what would it be about?
Is this the end of Crypto Foundation and DAOs? - Blast Foundation back in control of Pacman - Apecoin voting to kill the Apecoin DAO - Sandeep taking charge of Polygon Foundation DAOs & Foundations have been a US compliance loophole, which no longer seems needed Who's next?
Is this the end of Crypto Foundation and DAOs?

- Blast Foundation back in control of Pacman
- Apecoin voting to kill the Apecoin DAO
- Sandeep taking charge of Polygon Foundation

DAOs & Foundations have been a US compliance loophole, which no longer seems needed

Who's next?
The biggest scam of Kaito leaderboards is more than half of the content created isn't about the ACTUAL product/blockchain Instead it's: "omg they're giving away $200k per month to top yappers" This low signal content attracts mercenary participants The other problem is the content ACTUALLY talking about the platform tends to perform worse Which brings you back to square one. It always comes back to the beauty of video content - it gives you so much more freedom to be creative and bake the brand into your content If Kaito can add video tracking and somehow not track the "OMG here's how you can make $20k on Kaito leaderboard farming" content - it'd be a win/win/win
The biggest scam of Kaito leaderboards is more than half of the content created isn't about the ACTUAL product/blockchain

Instead it's: "omg they're giving away $200k per month to top yappers"

This low signal content attracts mercenary participants

The other problem is the content ACTUALLY talking about the platform tends to perform worse

Which brings you back to square one.

It always comes back to the beauty of video content - it gives you so much more freedom to be creative and bake the brand into your content

If Kaito can add video tracking and somehow not track the "OMG here's how you can make $20k on Kaito leaderboard farming" content - it'd be a win/win/win
The best trades I've ever made have come from specializing in ONE ecosystem Find your ecosystem, become THE expert on it, monitor new launches, and position yourself accordingly Seeing successful traders do this with: - HypeEVM - Virtuals - MegaETH - Abstract - The Arena - ???
The best trades I've ever made have come from specializing in ONE ecosystem

Find your ecosystem, become THE expert on it, monitor new launches, and position yourself accordingly

Seeing successful traders do this with:
- HypeEVM
- Virtuals
- MegaETH
- Abstract
- The Arena
- ???
I never sold my Loudio tokens $3,500 ➡️ $400 AMA
I never sold my Loudio tokens

$3,500 ➡️ $400

AMA
The Distraction: "Is Pump Fun extractive to Solana?" The Actual Alpha: - Bitcoin treasury companies - Stablecoins - NFTs thriving again - Deep diving into pre-TGE ecosystems (MegaETH, Abstract, Sophon, etc) - AVAX gaining traction Curate your timeline & the results will follow
The Distraction: "Is Pump Fun extractive to Solana?"

The Actual Alpha:
- Bitcoin treasury companies
- Stablecoins
- NFTs thriving again
- Deep diving into pre-TGE ecosystems (MegaETH, Abstract, Sophon, etc)
- AVAX gaining traction

Curate your timeline & the results will follow
The Monad bearishness is vastly overblown and you should be frantically trying to get "cheap" exposure to $MON
The Monad bearishness is vastly overblown and you should be frantically trying to get "cheap" exposure to $MON
As much as I've hated on ETH, it's hard to ignore the $700M+ in ETF inflows over the past few weeks What happens when the sellers run out of tokens?
As much as I've hated on ETH, it's hard to ignore the $700M+ in ETF inflows over the past few weeks

What happens when the sellers run out of tokens?
The "Pump Fun of AVAX" is up 3x in the last week ($20M ➡️$60M) - The SocialFi platform launched their token launchpad and DEX ~1 month ago - Multiple $10M+ runners have spawned as activity on the platform skyrockets - Fees generated, TVL, transactions all up-only CEO teased an upcoming L1 launch on AVAX with $ARENA as the native token The Arena pump follows the recent meta of returning to real products Other features include a complete Social Media platform with streaming, tickets, & token staking
The "Pump Fun of AVAX" is up 3x in the last week ($20M ➡️$60M)

- The SocialFi platform launched their token launchpad and DEX ~1 month ago
- Multiple $10M+ runners have spawned as activity on the platform skyrockets
- Fees generated, TVL, transactions all up-only

CEO teased an upcoming L1 launch on AVAX with $ARENA as the native token

The Arena pump follows the recent meta of returning to real products

Other features include a complete Social Media platform with streaming, tickets, & token staking
The Trump x Elon debacle is displaying why you should be insanely bullish on X EVERYTHING is happening here vs other social platforms You have these moments where CT breaks out of the bubble and into mainstream I’m bearish on niche CT, extremely bullish on X My guess is as time goes on and if BTC dominance continues, niche CT might slowly “die off” and blend in with regular X instead with Crypto as a whole turn mainstream
The Trump x Elon debacle is displaying why you should be insanely bullish on X

EVERYTHING is happening here vs other social platforms

You have these moments where CT breaks out of the bubble and into mainstream

I’m bearish on niche CT, extremely bullish on X

My guess is as time goes on and if BTC dominance continues, niche CT might slowly “die off” and blend in with regular X instead with Crypto as a whole turn mainstream
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