seanlippel

The jeets who were still holding on and not long-term aligned in @soulgra_ph got their pump, and have likely now hit the exits.

We can now begin the Main Event.

Never been happier that I completely faded the Celestia bull posting from mid to late 2024.

It wasn't that easy as in this liquid fund game you can't miss the one runner (Sol in '23, Hype in '25), and Tia had as many people I consider quality analyzoooors very convinced.

Crypto is in dire need of more crypto application investors, and less infrastructure investors.

More fundamental liquid token investors, and less narrative chasers.

I am just one man doing my part.

Tehran’s mullahs fleeing faster than that Aptos founder at token unlock time.

Whenever I hear crypto people talking about "institutions" in crypto, it's strikingly obvious that they have no clue what actual institutions are.

.@soulgra_ph is just the beginning.

I can remain solvent way longer than the market can remain irrational on the best application projects at the intersection of crypto x AI.

🧵👇 1) We are excited to announce that we have acquired a ~10% token stake in @soulgra_ph ($GRPH) via open-market purchases, as we seek to provide institutional venture support for the top builders in the @arcdotfun ($ARC) ecosystem.

So why @soulgra_ph and what's next?

The paradox of $hype is that it is "consensus", but still institutionally "under-owned."

Not for lack of desire, but because of the lack of qualified custody options for institutional buyers.

Probably the best set-up for the next leg higher of an asset as that barrier clears.

$MKR looks like it's about to put in an absolute god candle that it does once every couple of years

There is still significant edge for asset allocators in this market.

No investor actually reads governance forums for alpha.

Even fewer are true power users of crypto applications.

Keep focusing where others aren’t looking. That’s where the opportunity still lives.

If you're not working for your bags like @MustStopMurad, I don't want to hear any excuses. Grind harder.

Reminder: HYPE and FARTCOIN leverage increases on Hyperliquid.

Expect some more volality for these assets. Not necessarily a bad thing, in fact probably good for HYPE revenues given how prevalant the trading of these two assets are.

Hyperliquid.

CT went from this HYPE run is just getting started, to the HYPE top is already in.

Truly deranged. No wonder the entirety of the TL is broke from alt trading.

We're bottoming 30, or high 20s worst case btw.

Hyperliquid.

On-chain capital markets are upside down right now.

Whether they're good or bad projects, tokens launched via decentralized launchpads are down only (after initial pump). Solid teams still need post-launch support.

Working on a new specialized vehicle to fix this. Stay tuned.

Starting to think James Wynn may not be all that good at this leverage trading thing.

SOL ecosystem tokens looks ready to rip, may even long Melania 🤣

Hot take: We actually need more crypto VCs fighting on the TL. And it shouldn't stop until any of us durably outperform BTC.

Catching up, so Zoran really got liquidated before the failed Treasury auction that gapped us back down 😂

Mindshare begins with network.
True networks are decentralized.

The first creator network is back on @cookiedotfun, rewarding what matters: trust, impact, and intent.

Decentralized InfoFi is here & I'm in.
Are you?

https://cookie.fun/accounts/66bb3697d2c43d17651ec450

Remember where chasing him.eth pump and dumps left you in the AI agent meta.

Fool me once etc etc.