1/ STRONG VIEWS, LOOSELY HELD. My work involves a lot of analysis. I try to look at the narrative from various angles to make sure to account for both potential gains and pitfalls. 🧵👇🏻

The @TreehouseFi Squirrel Council 🐿️ is the gift that keeps on giving, and probably the only (?) NFT collection that has delivered tremendous value this cycle Weak hands were wETHing them into 0.02-0.04E bids ($45-90) and they just paid out a $700 airdrop (10x dividend at these “bear market” prices) for GoNuts Season 2. That doesn’t even count the juicy dividend from Season 1! And at a 1K collection, the FP could easily spike too (won’t tank below 0.02E because I would just absorb the entire collection myself) DON’T FADE THE SQUIRREL PS. Staking tETH also presents the best R/R across LSTs right now with 2.5% base PLUS 3.4% airdrop yield @squirrelbbg @godofnuts

The official Azuki TCG how to play video is live on YouTube. Watch below:

Help me qualify for (3,3) on @blackhaven to get early access. Sign up through my link and grab yours before it's too late. early.blackhaven.xyz/ref/Sig…

Happy New Year and thank you @august_digital and @upshift_fi for the cozy hoodie and very useful power bank! Sustainable, real, and scalable ($500mm TVL and growing!) yield on blue chip assets is always best enjoyed with a side of quality merch 🤓 Cheers @aya_kantor @AElkrief @MaxEtherETH 🥂 🎊 🎇 @HarbingerDigAdv is a proud early investor and power user of the platform :)

Nova Thera: Battle of Honor | A new Pixelmon™ Official Anime trailer A battle waged with honor, carried by the loyalty of their monsters

Thank you all for coming to our dinner! Always wonderful connecting with fellow Pinoy holders, both familiar faces and new ones, made even more magical by our guests visiting from out of town @magicross7 @jyp_nft @miacomart It's amazing to see how we have grown over the years!

Why I am keeping my small $2K @megaeth allocation despite the opportunity cost of locking up $184K that could be earning triple digit APY on @HyperliquidX 1) $2K at $1B FDV is the minimum I should receive, given that any bid cancellations will be redistributed to holders (upside here can only grow, with already over $1mm in cancelled allocations) 2) Gated incentive program lets my little $2K check function as a ticket to more farming opportunities 3) Premarket trading is saying my $2K is worth $10K now 😮 4) Most importantly - it forces me to continue to pay attention to the MegaETH ecosystem, continue to do diligence / learn about new projects, so when mainnet launches, I’ll already have the preparation, mental space, and conviction to deploy deep 6 if not 7 digs into the ecosystem and capitalize on usually high day 1 yields. The $2K is a Trojan horse to unlock potentially juicy YIELD 🤤 (Pic of a Hypurr Farmer)

Huge thanks to @chawweiyang and @co_museum for the ultimate, one‑of‑a‑kind Le Freeport experience made possible by @HarbingerDigAdv and @TreehouseFi. Even more special with some of the top founders and builders in the space joining in. Truly unforgettable, thank you everyone!

The “revenue” or “buyback” meta with @HyperliquidX / @pumpdotfun etc is refreshing and a great sign of a maturing industry. This shouldn’t be “meta” anyway, it should just be standard. All roads lead back to fundamentals, cash flow, and direct value accrual to tokens Also Happy FVF :) @Azuki

Markets moving. Volatility of the markets always affect the volatility of our moods. Stick to your convictions.

Gm. 📈

Crypto x AI has always been a match made in heaven, but most of what we've seen so far has been underwhelming, or unsustainable. @caesar_data is among a handful with real substance - real proprietary engineering, demonstrated value-add to promising niches, and most importantly, a real team with real vision and commitment! For the doubters, try out the alpha yourself on ask.caesar.xyz/ Much better than vanilla deep research options on the big chatbots imo

What's wild to me is that at 50K UAW / $520mm TVL, or an average of $10.4K tETH per wallet, people are sleeping on @TreehouseFi squirrels at $100 per NFT. $100K market cap, with 200% boost on nuts on a token that's trading at $500mm-$1B FDV (possibly even higher in the future given the team's killer execution). It's actually pretty reasonable for big tETH holders to bid the entire collection size at current prices even if the NFT goes to zero, just for anti-dilution. For every squirrel you take out of the market, someone won't be adding 100-200% of their dilutive nuts to the airdrop pool. LFN together, but I'm LFNing with my #squirrelarmy @squirrelbbg

🌳 Staking with $TREE: A Guide to Pre-Deposit Vaults Gaia is coming. ✨ And with it, your first real opportunity to put $TREE to work! Introducing Treehouse Pre-Deposit Vaults—a new staking opportunity to back DOR Panelists for a 50 - 75% APR. 🧵👇 treehouse.finance/blog/pre-d…

1/ Scammer PSA, I could have lost my gold grill BAYC! this "hygienAF" / "hygiendnut" is lurking around @BoredApeYC @pudgypenguins @Memeland @DigiDaigaku (prolly a seasoned scammer from last cycle if he's even still in the digi channel lol) MO: social/discord phishing Stay safe out there and don't get too greedy! My golden rule unless it's a really warm lead - assume that everyone is GUILTY UNTIL PROVEN INNOCENT

Introducing $RDAC @redactedcoin on #Bitget Launchpool ⛏️ Lock BGB to share 12,516,000 RDAC! ⏰ Locking period: May 13, 10:00 – May 18, 10:00 (UTC) ➡️ Join here: bitget.com/events/launchpool…

Introducing Upshift. Institutions, stablecoins and tokenized assets are bringing trillions onchain. Trillions need yield.

BERA tokens currently trading at $8.45 at @WhalesMarket. This basically puts estimated FDV at $4.225B. Still on the low end imo but a $5B FDV would be fair initial valuation for an L1 token but it could probably go higher. $HYPE - $25B FDV $BNB - $82B FDV $SOL - $119B FDV What's a fair valuation for $BERA? 🤔

Today, we burned 13.69% of the total $PENGU supply upon the close of the claim. That is 12,164,667,616 tokens.