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I see some anger and confusion about $HYPE
Looks like a lot of people are still sidelined and overthinking this
Yes, the valuation seems high - if you look at Revenue multiple vs FDV
This reminds me of people angry at Tesla and Elon in 2019/20 for being crazy expensive for a “car company”
We haven’t had a true game changer like Hyperliquid that follows the crypto Ethos in years
Crazy revenue, almost all of it used to buy back the token
All done transparently
You’ve got a project aiming to be way more than a DEX, with insane real revenue, 97% of which is used to buy the token
What more do you need?
Jeff is a one of a kind
I am betting on the Jockey since the HYPE TGE, and will continue to bet on the Jockey
Hyperliquid is much more than a DEX, Jeff has been clear. But it seems like people aren’t listening. Once again.
Just like when Elon was telling everyone that Tesla was much more than a car company and all you had to do was listen, buy his stock, and hodl
Looks like a lot of people are still sidelined and overthinking this
Yes, the valuation seems high - if you look at Revenue multiple vs FDV
This reminds me of people angry at Tesla and Elon in 2019/20 for being crazy expensive for a “car company”
We haven’t had a true game changer like Hyperliquid that follows the crypto Ethos in years
Crazy revenue, almost all of it used to buy back the token
All done transparently
You’ve got a project aiming to be way more than a DEX, with insane real revenue, 97% of which is used to buy the token
What more do you need?
Jeff is a one of a kind
I am betting on the Jockey since the HYPE TGE, and will continue to bet on the Jockey
Hyperliquid is much more than a DEX, Jeff has been clear. But it seems like people aren’t listening. Once again.
Just like when Elon was telling everyone that Tesla was much more than a car company and all you had to do was listen, buy his stock, and hodl
This Tuesday, I am releasing the 6th episode of DROPS, our podcast series for upcoming founders and projects!
This time, I sat down with @Lukex from @satlayer !
We talk about:
- Bitcoin as pristine collateral
- Bitcoin Staking
- The 4 layers of BTC yield
- Bitcoin DEFI and how to earn 5-10% yield on your BTC
- Is Bitcoin DEFI worth the risk?
- What Satlayer is
- Why the world needs Satlayer
- Bitcoin backed Stablecoins
And much more!
Out on Tuesday on DROPS 🫡
This time, I sat down with @Lukex from @satlayer !
We talk about:
- Bitcoin as pristine collateral
- Bitcoin Staking
- The 4 layers of BTC yield
- Bitcoin DEFI and how to earn 5-10% yield on your BTC
- Is Bitcoin DEFI worth the risk?
- What Satlayer is
- Why the world needs Satlayer
- Bitcoin backed Stablecoins
And much more!
Out on Tuesday on DROPS 🫡
POLKADOT JUNE starts in less than a week!
Today, we share another insight form our 3H conversation with @gavofyork (that will be premiered during the first week of June!) :
Gavin Wood co-founder of Ethereum and creator of Solidity, the EVM, and @Polkadot - keeps it it real: the move to rollups (L2s) is pushing Ethereum into an identity crisis, pulling value out of the core chain and making it more like a “rollup host” than a true smart contract platform.
This is something that Gavin and his team had theorized more than 7 years ago: "the writing was on the wall". These issues were coming, so he built something different from day one: Polkadot and the "Parachains".
Parachains aren’t a quick fix; they’re the foundation. Gavin admits it’s not perfect, but the important thing is the solid groundwork: Polkadot was always about real scalability and letting specialized chains work together, instead of patching old problems.
The lesson: What you build at the foundation is what matters, even if it’s not perfect yet. Now that Polakdot has built a strong base, there only needs to be a few tweaks here and there to enable the great products of tomorrow to be built on Polkadot
Full conversation out on June 4th, on the WHEN SHIFT HAPPENS PODCAST - to kickstart POLKADOT JUNE!
Today, we share another insight form our 3H conversation with @gavofyork (that will be premiered during the first week of June!) :
Gavin Wood co-founder of Ethereum and creator of Solidity, the EVM, and @Polkadot - keeps it it real: the move to rollups (L2s) is pushing Ethereum into an identity crisis, pulling value out of the core chain and making it more like a “rollup host” than a true smart contract platform.
This is something that Gavin and his team had theorized more than 7 years ago: "the writing was on the wall". These issues were coming, so he built something different from day one: Polkadot and the "Parachains".
Parachains aren’t a quick fix; they’re the foundation. Gavin admits it’s not perfect, but the important thing is the solid groundwork: Polkadot was always about real scalability and letting specialized chains work together, instead of patching old problems.
The lesson: What you build at the foundation is what matters, even if it’s not perfect yet. Now that Polakdot has built a strong base, there only needs to be a few tweaks here and there to enable the great products of tomorrow to be built on Polkadot
Full conversation out on June 4th, on the WHEN SHIFT HAPPENS PODCAST - to kickstart POLKADOT JUNE!
The ultimate alpha on finding the best memecoin:
A fine combination of:
- do you laugh (hard)when explaining it to other people?
- are people pissed off or laugh when you explain it to them?
- is your coin top trending on Moonshot for months, whether its up a lot or down horrendously?
- who is shilling it and did you REALLY make money off the “shills” of your favorite KOL?
Bonus: If your favorite KOL is coping instead of shilling the memecoin you are eyeing, you might have a bingo!
A fine combination of:
- do you laugh (hard)when explaining it to other people?
- are people pissed off or laugh when you explain it to them?
- is your coin top trending on Moonshot for months, whether its up a lot or down horrendously?
- who is shilling it and did you REALLY make money off the “shills” of your favorite KOL?
Bonus: If your favorite KOL is coping instead of shilling the memecoin you are eyeing, you might have a bingo!
Crypto markets ALWAYS blow up
They will blow up once again in the next 2 years
They will blow up once again in the next 2 years
I am seeing to many people on this platform who got rekt in Feb / March coming out, yip-yapping and bragging again
Somehow, they always come back with a loud mouth near local tops
This never ends well
Karma is a b*tch
Stay safe out there, and watch out who you listen to
Somehow, they always come back with a loud mouth near local tops
This never ends well
Karma is a b*tch
Stay safe out there, and watch out who you listen to
There is no WAGMI in crypto
It’s just a sham
It you believe in ‘WAGMI’ , ‘Believe in Something’ or ‘HODL’
You need to roundtrip or lose everything once, or twice
And then you will understand
It’s called learning by doing (and feeling the pain)
It’s just a sham
It you believe in ‘WAGMI’ , ‘Believe in Something’ or ‘HODL’
You need to roundtrip or lose everything once, or twice
And then you will understand
It’s called learning by doing (and feeling the pain)
One of my predictions this cycle:
The 100s of Microstrategy copycats bring BTC to 200-250K by creating insane amount of leverage
They compete with each other to offer the best “BTC yield” - like CEFI companies did in 2021
They over leverage themselves and take too much risks
Retail and institutions buy their stocks because “its free money”
Altcoins go mad due to wealth effect of BTC being at 200K +
Every gets rich on paper (as usual)
At some point, the leverage gets too insane and everything blows up
A lot of the Microstrategy copycats go out of business
Tons of people blow up
BTC goes to 69.420 USD, down 72% from its ATH
All the alts get rekt
We all get poor again - as usual
We all get called scammers again by all the people who pilled in when leverage was too high - as usual
Microstrategy itself is fine
We all get to buy crypto at depressed prices in 2027 but almost no one does because they’ve been too burnt - as usual
The cycle starts again - as usual
History doesnt repeat but it rhymes
♻️
The 100s of Microstrategy copycats bring BTC to 200-250K by creating insane amount of leverage
They compete with each other to offer the best “BTC yield” - like CEFI companies did in 2021
They over leverage themselves and take too much risks
Retail and institutions buy their stocks because “its free money”
Altcoins go mad due to wealth effect of BTC being at 200K +
Every gets rich on paper (as usual)
At some point, the leverage gets too insane and everything blows up
A lot of the Microstrategy copycats go out of business
Tons of people blow up
BTC goes to 69.420 USD, down 72% from its ATH
All the alts get rekt
We all get poor again - as usual
We all get called scammers again by all the people who pilled in when leverage was too high - as usual
Microstrategy itself is fine
We all get to buy crypto at depressed prices in 2027 but almost no one does because they’ve been too burnt - as usual
The cycle starts again - as usual
History doesnt repeat but it rhymes
♻️
BTC at 111k?
Feeling numb
Been here since early 2019 with full conviction , when BTC was at 3.5K
If you are in crypto day in and day out since years and try to contribute to the industry, you must believe that it will go up forever because that is literally Bitcoin’s value prop
If you dont believe so, You haven’t done your homework and / or are a tourist
Bitcoin and crypto prices going up is literally showing that they are working as designed (and yes - that you were indeed right - but Karma punishes people who brag so you better keep quiet and focused)
And therefore there is no reason to feel euphoric at all
It’s just how it should be: 10k was expected, 100k was expected, so is 1M
My only (small) celebration will be at big round numbers for BTC: 1M and 10M
Feeling numb
Been here since early 2019 with full conviction , when BTC was at 3.5K
If you are in crypto day in and day out since years and try to contribute to the industry, you must believe that it will go up forever because that is literally Bitcoin’s value prop
If you dont believe so, You haven’t done your homework and / or are a tourist
Bitcoin and crypto prices going up is literally showing that they are working as designed (and yes - that you were indeed right - but Karma punishes people who brag so you better keep quiet and focused)
And therefore there is no reason to feel euphoric at all
It’s just how it should be: 10k was expected, 100k was expected, so is 1M
My only (small) celebration will be at big round numbers for BTC: 1M and 10M
If you think you will get rich off a shitcoin
I have a bad news for you
You won’t
You will get rekt, both financially and mentally
Your welcome
I have a bad news for you
You won’t
You will get rekt, both financially and mentally
Your welcome
If you are printing money on leverage
You are not a genius
You are a gambling addict
You don’t need leverage to make a fortune in an 80+ vol asset class
You are not a genius
You are a gambling addict
You don’t need leverage to make a fortune in an 80+ vol asset class
All you have to do is work hard
Stack BTS
Never sell
Not lose your sats
Not lose your mind
It’s not that hard
Stack BTS
Never sell
Not lose your sats
Not lose your mind
It’s not that hard
This week I'm releasing a 90 min conversation with @APompliano - a powerhouse entrepreneur, investor, and the voice behind The Pomp Podcast, one of the most renowned and watched shows in the Crypto and Finance space.
Get ready for a masterclass in wealth-building and personal branding!
We talk about:
- How to Live an Extraordinary Life!
- Why Anthony believes we’re headed toward a “Bitcoin-only” financial system over time
- Lessons he learned from his biggest mistakes, such as his substantial investment in BlockFi
- How Anthony built one of the biggest personal brands in Crypto and Finance
- Dealing with FUD online - and why arguing with strangers online is a waste of time
- Mental health - and the importance of balancing family time with a busy schedule
- His definition of happiness
And much, much more
Podcast out this Thursday, 22nd May
Get ready for a masterclass in wealth-building and personal branding!
We talk about:
- How to Live an Extraordinary Life!
- Why Anthony believes we’re headed toward a “Bitcoin-only” financial system over time
- Lessons he learned from his biggest mistakes, such as his substantial investment in BlockFi
- How Anthony built one of the biggest personal brands in Crypto and Finance
- Dealing with FUD online - and why arguing with strangers online is a waste of time
- Mental health - and the importance of balancing family time with a busy schedule
- His definition of happiness
And much, much more
Podcast out this Thursday, 22nd May
Some dot ETH heads think I am paid to FUD ETH
This is complete non sense
If you are a true crypto lover, you want Ethereum to succeed
I don’t hold any ETH anymore since mid 2023. I sold most of them for SOL (because I believed it would outperform massively and it did)
I sold the rest of my ETH in 2023 to “stake” them into a bunch of Pudgy Penguins and Crypto Punks
The thesis was that if I truly believe in ETH, I’d rather have levered bet on ETH buy buying the BTC of NFTs (Punks) and the SOL of NFTs (Penguins).
It also somewhat felt less risky than holding ETH, while having a better potential return overall
Tldr: I truly believe ETH has a bright future, and therefore that my NFTs (which are a long term investment) will get sent to the moon
This is complete non sense
If you are a true crypto lover, you want Ethereum to succeed
I don’t hold any ETH anymore since mid 2023. I sold most of them for SOL (because I believed it would outperform massively and it did)
I sold the rest of my ETH in 2023 to “stake” them into a bunch of Pudgy Penguins and Crypto Punks
The thesis was that if I truly believe in ETH, I’d rather have levered bet on ETH buy buying the BTC of NFTs (Punks) and the SOL of NFTs (Penguins).
It also somewhat felt less risky than holding ETH, while having a better potential return overall
Tldr: I truly believe ETH has a bright future, and therefore that my NFTs (which are a long term investment) will get sent to the moon
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