liam_xbt

Trading perps is the most unproductive thing I do.

My PnL would be negative if it wasn't for one high conviction win.

The amount of analysis and urge to constantly check the markets is a huge time sink too.

Moving $ off Hyperliquid to farm HyperEVM.

The two ways to make it in crypto:

1. Be the best at one thing
2. Be early to new things

Exchanges are shaking in their boots.

Expect more attacks on Hyperliquid.

Every dip will be for buying.

Ethos NFTs are trading like a 9-figure token is coming.

Yet virtually no one is actively farming.

Launchcoin up 50%

Launchcoins down ~50%.

Highest MCAP one is only $22m.

The casino always wins.

Time to buy the dip

Just sold my Ethos NFT for 5 ETH.

It pays to try out new things.

Echo replaces VC.

Launchcoin replaces kickstarter.

The difference between the Launchcoin meta and AI meta is the ability to dream.

I genuinely believed some AI coins could run to billions.

The tech was novel and not anchored to any existing comps.

Web2 businesses on chain are not the same — they’re anchored to comparable valuations and rev multiples.

Launchcoin may keep crushing but I don’t think we’ll see $100m+ runners.

Show me Launchcoin at $1B.

And I quit my job right now to work for internet capital markets.

Crypto has a massive gambling premium.

You can make 100k/yr spending a couple hours a day airdrop farming.

Or you can gamble on memes and likely lose it all.

Discipline is your biggest edge.

The 80/20 crypto strategy:

1. Hold BTC
2. Farm promising projects
3. Make a few high conviction bets
4. Trench during parabolic windows

Fear and greed index jumped from 15 to 75 in a month.

I virtually never short...

But these coins are up HUGE the few days and idt BTC breaks ATH here.

CT is a preview of the future of finance