zhusu
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supercycle (HAPPENING EDITION)
supercycle (BETRAYED BY VITALIK EDITION)
Don't really think the argument that pump will be a substitute token purchase for memecoin proxy to sol and hence bearish sol is that well thought out
I think if anything it entrenches solana as the chain where as a builder you can actually get consumer traction
I think if anything it entrenches solana as the chain where as a builder you can actually get consumer traction
Wait so why did ppl panic sell Circle secondaries so hard a few months ago
What do ppl think the yield of plasma lockdrop is gonna be
supercycle (PUMPFUN STOLE MY MONEY EDITION)
supercycle (rectangle of uncomfortability edition)
This cycle prob lasts longer and goes higher than people realise is possible
It is the first one where there is genuine mass adoption of Bitcoin as a store of value commensurate with gold or sovereign bonds
It is the first one where there is genuine mass adoption of Bitcoin as a store of value commensurate with gold or sovereign bonds
supercycle (THIS is the bounce?? edition)
supercycle (WHERE'S THE BOUNCE EDITION)
supercycle (what if we topped edition)
How does this $LOUD @stayloudio stuff work, anyone have a tldr
Randi Zuckerberg doesn’t get enough credit for trying to use the carpe in “carpe your crypto diem” as a verb
Anyone working on onchain cribbage?
MSTR mNAV is probably the most important barometer of health and market direction now
I find it interesting that James Wynn is willing to put on extremely large sizes in public for all to see. From experience, this is almost always a bad idea where negative externalities outweigh positive ones.
It will be interesting to observe how he manages 10-20x leverage on insane size over the long term.
It will be interesting to observe how he manages 10-20x leverage on insane size over the long term.
supercycle (broken twitter edition)
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Circle (CRCL) surged 34% to a new all-time high after the U.S. Senate passed the GENIUS Act — fueling optimism for stablecoin regulation and crypto equities. With Circle’s blowout IPO, many now see this as the start of a broader wave of crypto public listings.
💬 Is this real investor demand driving crypto IPOs — or just short-term hype? Which crypto companies do you think are next?
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The Fed held rates steady for the 4th meeting in a row. Chair Powell said more data is needed before cutting, even as inflation cools. The Fed’s 2025 outlook shows two possible rate cuts. Meanwhile, Trump reignited tensions, calling Powell “stupid” and urging a 2% cut to boost the economy.
💬 How are you positioning? Do you expect rate cuts this year — or more delays ahead?
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