Ex-BlackRock | Full-time crypto degen | Alpha researcher

Joined May 2025
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MY PREDICTIONS FOR THE NEXT 3 YEARS 2026: Iran war escalates through Q3 2026: Oil stays above $130 for 6 months 2026: S&P falls to 5,200, BTC to $55,000 2026: Fed prints money under a new name 2026: First G7 country enters technical recession 2026: Dollar loses reserve currency status debate goes mainstream 2027: Iran ceasefire 2027: Oil falls back to $90 2027: Fed pivots hard - 4 cuts in 12 months 2027: S&P recovers to 6,500 2027: Bitcoin bottoms in Q1, doubles by Q4 2027: Real estate crashes in 3 major US cities 2027: AI boom starts showing up in GDP numbers 2027: Gold stays above $3,000 2028: Bitcoin above $400,000 2028: S&P at 9,000 2028: people who held through 2026 make generational wealth 2028: Fed balance sheet hits $15 trillion It always plays out this way Bookmark this Come back in 2028
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Orbion retweeted
This is officially the craziest gain ever in crypto
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Could you imagine smth like this in Web2? Stop telling me there's no money in crypto
The largest USDC transfer in history. ~$4.4B sent to the Coinbase Hyperliquid deployer.
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Stop telling me AI bubble isn't real
Microsoft Bans Claude Code After AI Costs More Than The Humans It Replaced
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Orbion retweeted
Decentralized AI coins worth watching right now: $TAO - the one I feel best about $WLD - horrible to trade but the narrative is real $VIRTUAL - worth watching $OPG - potential sleeper $GRASS - trades like garbage but interesting $AKT - not bad actually $ROBO - hard to trade $VVV - still unsure on this one Am I missing smth?
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Fast forward 12 months from now and it'll be obvious to everyone why crypto matters again We've been in this exact place before. 2018 felt like the end. 2022 felt like the end Both times the narrative shifted from "why does this exist" to "why didn't I buy more"
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Orbion retweeted
If you wake up and get to your work within 30 minutes, it is almost impossible to have a bad day The first hour sets everything Most people spend it reacting to other people's agendas before they've touched their own Don't ruin your day
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Orbion retweeted
No matter where you are in life right now, this matters: > Specialize > Pick 1 thing, maybe 2 > Go deep into it AI is collapsing the value of being generally decent at a lot of things The generalists are getting replaced first The specialists are getting more valuable faster than at any point in history The people who will have a real life in 10 years are the ones who got obsessively good at something specific while everyone else was trying to stay broadly relevant
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Orbion retweeted
One thing most people don't understand about corporate crypto sales: tax-loss harvesting If a company has taxable income somewhere - staking rewards, a realized gain on another position - they can deliberately sell crypto at a loss to offset it BitMine earns ~$258 million a year from staking. That is taxable income. They are sitting on a massive unrealized loss on their BTC position. Selling some of that position at a loss reduces the tax bill on the staking income. The loss is real for tax purposes even if they buy back immediately. Here's the crypto-specific detail: historically there was no wash-sale rule for crypto In equities, if you sell at a loss and buy back the same asset within 30 days, the IRS disallows the loss. Crypto is classified as property, not a security, so that restriction never applied the same way. You could sell ETH at a loss and buy it back the next morning. Lock in the tax benefit without actually changing your position. Legislators are discussing closing this. And for corporations it's more complicated than for individuals. But this is why a sale is not always what it looks like from the outside.
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Orbion retweeted
Whether Bitcoin is $62k or $59k or $52k right now doesn't matter 3 years from now you'll wish you bought at any of those prices The people who made real money in every cycle weren't the ones who timed the bottom perfectly They were the ones who bought when it was uncomfortable and held when everyone said it was over
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Orbion retweeted
If winning was 100% guaranteed, you'd go 10x harder But if you go 10x harder rn, the win would be almost 100% guarantee
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Orbion retweeted
The real Saylor problem is not the selling or the ponzi mechanics It's that he now dominates 90% of all Bitcoin discourse Every conversation becomes: is he selling, is he not selling, is STRC breaking, is BTC going to zero Meanwhile nobody is talking about adoption. Nobody is talking about what's actually being built. Nobody is having the interesting philosophical conversation about what this technology is even for. Bitcoin used to have the most interesting intellectual community in finance. Now the whole feed is one man's balance sheet. That crowding out is a real cost. And it has nothing to do with price.
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