Joined April 2015
1,496 Photos and videos
Pinned Tweet
Everyone's hiding in semis. SMH (red) vs SPY (white). Energy costs crushing data center economics. Helium supply disrupted. SMH still 38% vs SPY at 5% — that 33pt gap compresses fast in risk-off. The "safe" trade may have the most air underneath it. @qthomp
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robjames retweeted
Well so solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp did a $4M airdrop and price barely tanked Here's a hidden fact it feels like HL early days when we had the airdrop and most users just deposited it back to trade perps similar concept, the degen's like myself will continue to gacha and the money flows back to the eco-system again Interesting times ahead, higher
The Q2 $CARDS rewards have been processed and the claim is now live. This quarter, 15,000,000 $CARDS (0.75% of total supply) have been allocated to eligible participants across the Collector Crypt ecosystem. Review and claim your allocation at: claim.collectorcrypt.com
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robjames retweeted
BPC-157 might be the most-cited peptide in the space. A 2025 HSS Journal systematic review (PMID:40756949) just put the entire evidence base in one place. The picture is more complicated than the hype.
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robjames retweeted
You read that right... Gross Profit peaked at $811k on a single day (June 10) which is ~$296M/yr. annualized gross profit - Revenues and profits are quickly ramping up - Crypto traders are asleep at the wheel - Their white-labeled product is quickly becoming the standard. If any of the apps built on CC win, CC wins - DAU climbing - Token accrues all value - One-piece and other trading cards gaining traction - $2500 packs have been a huge success - ~$35M NAV (Cards in treasury) - Web2 presence growing solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp feels so obvious
How are people missing this! @Collector_Crypt metrics are absolutely exploding while solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp trades at sub 1x earnings despite every financial KPI simultaneously printing new ATH's! Let me put this into perspective... Gross Profit peaked at $811k on a single day (June 10). Annualized gross profit (current ATH rate) comes in at ~$296M/yr. This gives CollectorCrypt a 0.2 P/E to MC ratio ($55M) or a 1.45 P/E to FDV ratio. ($439M) But Dom "Token has no Value and the buyback mechanism is discretionary" @TuomHolmberg has made it clear that he intends for all economics to flow back to the token, it is simply a matter of legislation and legal clarity. "Well 90% of revenue is coming from Pokémon cards anyways" The majority of revenue coming from Pokémon cards is a strong argument for growth. The door for One-Piece, sports cards, comic books and beyond is wide opened and Collector crypt is well positioned to capture this. This is also represented in DAU's. Just yesterday we set a local ATH of 828... This is next to nothing in terms of addressable market. there are 420 million collectors worldwide that are largely unaware of the offering and solutions Collectorcrypt can offer. What do you think happens once they discover CC? Closing thoughts: - Revenues and profits are quickly ramping up - Crypto traders are asleep at the wheel - Their white-labeled product is quickly becoming the standard. If any of the apps built on CC win, CC wins - DAU climbing - Token accrues all value - One-piece and other trading cards gaining traction - $2500 packs have been a huge success - ~$35M NAV (Cards in treasury) - Web2 presence growing Despite the impressive numbers i do expect growth to continue from here. Listen to my full conversation with @bassbuddha on @MCGlive below (ALPHA)
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Impressive considering the amount of high end grails you would need to source. Which for the non-collector audience is not ez.
Collector launched their $2,500 packs yesterday and integrated with @solflare, immediately hitting a new daily high. Printed more than $800k in daily profit, which is almost $300M annualized. Incredible team that simply can't stop shipping. $CARDS coded.
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robjames retweeted
Peptides might be the most exciting frontier in medicine.
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robjames retweeted
Every millennial's dream
Every great collection deserves a centerpiece. The card everyone notices first. The card with a story behind it. We built a machine around cards like that. The $2,500 Pokémon Gacha is now live.
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robjames retweeted
I'm already seeing this content all over my TikTok and how Gen Z is going to go absolutely nuts about it. That's the very definition of a crypto consumer product that will bring millions of people onchain without them even realizing it. All it took was repackaging something people already love in the real world into a fun onchain experience, and they'll follow. Who would have thought it could be that simple?
Jun 6
POV: A stranger offers you a free spin and you win a $2,300 graded Pokémon card
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robjames retweeted
Would you?

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robjames retweeted
TRUMP: GREAT CHANCE THAT PEACE BETWEEN ISRAEL AND LEBANON WILL HAPPEN THIS YEAR
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RT @HFI_Research: Well done JPM. It is just math.
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"energy lockdown"
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robjames retweeted
Oil shortages will only matter once the wealthy elite's European summer trips are impeded. Then once that happens, they will put the plebs in lockdown to conserve fuel for their vacations.
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robjames retweeted
*TRUMP SET TO EXTEND US SHIP WAIVER TO EASE OIL, GAS DELIVERIES
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robjames retweeted
This has moved from a kinetic war to a war on X between Trump and Iran's leadership
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robjames retweeted
This doesn't look like it's mean reverting just yet....
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robjames retweeted
Tony Greer: "A global energy crisis is unfolding in real time, but the oil futures market is grinding to a halt at $100-a-barrel for Brent. Most traders can’t get their heads around this, but I stand by “TG’s Theory of Delayed Volatility.” There will be NO SUPPLY CHAIN SHORTAGE or ENERGY CRISIS until an analyst at JP Morgan can’t get his latte on time or fill up his BMW." -@TgMacro - The Navigator- (one of the best market newsletters out there)
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robjames retweeted
Remember when I laid out this thesis 10-11 sessions ago? And how everyone called me an idiot? Having said that, we soon need to see some further sequential progress or else the momentum will fade
Markets typically bottom, when the rate of change improves
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robjames retweeted
Short $NVDA $SMH
Thursday after vixperation in June 2024, semiconductors peaked relative to the Nasdaq and underperformed for ~300 days. Interestingly, today is a Thursday after vixperation.
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robjames retweeted

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robjames retweeted
Apr 14
okay so in all seriousness, the $CARDS token is absolutely RIPPING, and theres a few potential reasons why: - March was Collector Crypts highest revenue month EVER - tokenized RWA assets on Solana is at ATH - general interest in Pokemon and packs is RUNNING not to mention as you can see below, @Collector_Crypt has taken the lead for spending across ALL Gacha platforms and how can you not bet on the BEST of a booming industry :)
Apr 13
the frisk effect
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