Writer of long threads. Strategy tactician above the trenches. @DeGodsNFT OG Class of 2021
Joined March 2021
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May 20
FWIW:
Generous airdrops of $JUP, $ME, $BONK, Tensor, @solanamobile etc absolutely sparked the crazy run on the $SOL ecosystem in 2023-2024. User liquidity everywhere
Imagine if @HyperliquidX ran the same playbook for $HYPE via $UNIT, @prjx_hl, @felixprotocol, more $KNTQ etc 👀
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Apr 5
Something THIS good has under 1K views?!
If you’re still here: read it.
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Feb 6
Meanwhile
Feb 5
The CLARITY Act could be law by April 3rd.
“I think it's quite realistic given the level of work that's been put into crypto being made in America once again.”
@patrickjwitt (White House Digital Assets) and @PatrickMcHenry (Ondo Vice Chairman) on why optimism is justified.
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Jan 29
Tip: wanna buy an undervalued token like $SWAP, but don't like the volume on DexScreener? Check Hypercore Spot.
Then CEX listings (see @MEXC_Official ☺️)
Seems like the only HyperEVM tokens with a CEX listing right now are $SWAP and $PURR.
Now what's @HyperSwap Terminal? 👀
Jan 28
HyperSwap Terminal - Coming (really) soon
The terminal to house all markets
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Jan 17
If you didn’t get it then, hopefully you’ve got it now.
“Life changing money” in crypto is probably over.
Sports betting and prediction markets are more engaging and entertaining avenues for gambling. The downside is far more manageable.
NFTs and memecoins are rigged and have become a punchline in mainstream culture. We cooked the golden goose while acting like clowns.
The upside? Wealth creation in crypto is an easy layup, as long as you plan for it.
We have easy compounding gains and yield that’s unrivaled in TradFi.
“We’re early” now looks like 2x on an established alt with future catalysts (ex: currently $UNI $CAKE and $MET).
You can buy with size, hold spot months on end, and not worry about an overnight crash.
Shaving profits off your trades until you’re guaranteed positive PnL for your winners.
Five figure airdrops are no longer a given, but farm wisely and you probably hit 1-2 in a year.
IMO the current Clarity Act noise is standard Senate negotiation tactics. A positive outcome feels inevitable, because it creates too much money to pass on for influential people and companies.
ETH and BNB will run and store RWAs and post-regulation profit sharing DeFi tokens.
Alt-season will follow.
Some short-lived meta will probably offer a 100x with even worse long odds than NFTs in 2021 and memecoins in 2024.
Retail dead money ain’t coming in. Polymarket and DraftKings are strictly better and more accessible for a dopamine hit.
But that kind of gambling rarely leads to reliable wealth creation.
That’s what we have in here.
No financial options out there can match what you’re still doing day to day.
That’s your edge.
Use it.
20 May 2025
“Life changing money” is a lie and a trap. Maybe you get there, but the best way to make sure it *doesn’t* happen is to recklessly insist on it with dumb bets.
Wealth creation and growth: pretty much guaranteed.
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21 Nov 2025
FWIW I'd recommend putting some LPs into @katana right now.
(I dunno how my $KAT stacks up here, prob need to ramp up)
on Katana, users win ⚔️
$42k in vaultbridge & AUSD treasury yield are being donated to users in katana yearn vaults. raising the value per vault share (yvvbTokens).
donations over the next 7 days:
🔹3.6 ETH
🔹21k USDC
🔹3k USDT
🔹7k AUSD
🔹0.003 WBTC
the flywheel in motion.
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21 Nov 2025
Tightened up the vbUSDC-vbETH range a few days ago on @SushiSwap.
Got a bit more yield than the 123.35% ;)
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20 Nov 2025
$1m insurance backed protection for depositors pretty much the best way to onboard new crypto users. Defeats every negative narrative about the industry.
Plus @aave just released v4 testnet.
Let's see what they can do with the new liquidity 😁
Institutional Supercycle.
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20 Nov 2025
Have seen this movie before: $RAM has the same high holder revenue system as $SHADOW and $x33 on Sonic.
Except, you know . . .
Hyperliquid.
(Oh, $1.9m marketcap and in Epoch 1 😁)
17 Nov 2025
The $RAM token hasn't been live for 7 days yet, but according to @DefiLlama we are number 1 on HyperEVM for holder revenue over the last 7 days.
Starting off strong:
ALT RAMSES RISES
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20 Nov 2025
PS: No I'm not LPing my $RAM for the infi APR right now. Sorry. I refuse to set any range ceiling at this early stage 😉)
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17 Nov 2025
1) Vast majority of traders would do much better just buying those BTC/SOL lows and getting off this fucking app 😅
(See post from 2022, during the FTX collapse 👇)
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17 Nov 2025
5) Demoralizing and extracting from retail is a bit of a “killing the golden goose” scenario. $TRUMP was the season finale.
This was the moment that separated the men from the boys.
20 Jan 2025
If there's ever a time to midcurve the market, it's this week (and honestly the next 24-48 hours will be critical)
There's a LOT of institutional grade tokens that have gone dormant/sideways for the last three years.
If nothing happens this week, losses should be minimal.
When big money gets the green light?
These sectors will go parabolic.
There is no such thing as being stuck with the bag because it's not a bunch of memes. It's massive amounts of real world assets tools to amplify their value.
So here's the play:
- Very little downside, low volatility (by our standards 😉)
- My RWAs barely went down this week on the nuke, some even went up,
- Massive upside potential in this new administration.
$TRUMP is retail money.
RWAs and DeFi = Blackrock money.
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17 Nov 2025
6) Where we’re at now:
- Retail at full learned helplessness and nihilism.
- Many smaller alts could very easily be *undervalued* right now by IRL standards relative to marketcap. Especially post SEC clarity.
Nature heals.
And eventually, value has to win.
11 Nov 2025
One thesis I’ve been running with post-Trump election/pre-SEC clarity:
- Legal clarity on alts => ability for institutions to buy-in (see influx of liquidity into ETH and SOL LSTs after SEC “not a security” announcement.)
- Ability to add token value without fear of hitting a legal tripwire.
- Browse @DefiLlama, look for tokens with absurdly low marketcaps vs. the field when it comes to volume, fees and revenue (not just TVL)
- To @icobeast’s point: SOL has some tokens that fit nicely here. $CLOUD and $MET are solid choices.
- @MeteoraAG leads everything other than Tether and Circle on 1Y monthly average fees 👀
- LST project FDV marketcap vs. revenue (see below)
$LDO: $822m
$JTO: $736m
. . . and
$CLOUD: $97m
- $KMNO: Auto-compounding/real time adjustments to LP pool ranges are rare. Last I checked, token doesn’t do anything yet. Cool. Undervalued.
- On EVM: $ETHFI $REZ $KERNEL all have investments from and/or close ties with Binance.
The big alpha here:
All of these airdropped in the recent cycle. Had post-TGE dumps as expected.
Especially on the EVM side: these tokens are running flat for 1Y at a bottom since then, future pump is inevitable.
Contrarian trade here: these are not short term trades, but long-term holds waiting for the next SEC greenlight to ramp up interest.
Revenue good.
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11 Nov 2025
2024: Memecoin cabals extracted airdrop liquidity from degens.
2025: Market makers extracted memecoin cabal liquidity through perp dex leverage.
Size advantage.
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