chamathsintern's profile picture. market participant

rocky

@chamathsintern

market participant

مثبتة

the best trade of the next decade will be to long populism i recommend yall lever up and size in

best trade of the last decade was long fiat debasement. bitcoin was the best expression best trade of the next decade is?



rocky أعاد

Equal weighted Amazon, Apple, Microsoft & Nvidia has > 100X’d since January 2002. A similar, public & liquid opp beckons for select major cryptoassets over the coming decades. Trims during exuberance make sense, but hodling the majority will remain the key skill.


rocky أعاد

few people know that jeff crashed cme to generate one last exit pump to fsh


capo is bullish alternative cryptocurrencies and you’re bearish?


fuck you, higher

chamathsintern's tweet image. fuck you, higher

I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share sales…



"you dont have to tweet everything that comes to your mind"


we need to send the polygon and sui teams to jail


monad (0 buybacks) trades 2x pumpfun (1m daily) because the market (i) trusts the team to act in good faith and (ii) execute until they die discl - i own both


xyz100 1b 24 vol eoy

yes %57.9
yes but in red %42.1

صوت 19 · النتائج النهائية


ur perp exchange is great babe the ones with liquidity scare me


its obv [insert funds] have no meaningful exposure to hype if you just read their tweets / look at their "investments" 🤣🤣


paradigm putting their balls into hype tempo and monad is what jesus wouldve done


guy who sold hype for 29 on an illiquid sunday afternoon


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