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Joined February 2021
324 Photos and videos
highConviction.SOL retweeted
If the socialists had their way, Elon would have had his paypal profits taken and redistributed for the greater good. The world would never have seen Tesla, nor SpaceX. And the world wouldn't know it, because they were uncreated, and thus unseen. Imagine the companies that don't exist, because Washington destroyed them before they were born.
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I would highly recommend using this time to identify who’s a larp/ seeking attention and who you should be following in future bull environments. Easy to cull the time line.
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From the lens of past, present and future, I have found I line in the future
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highConviction.SOL retweeted
5 Nov 2025
Unf*ck your trading:
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highConviction.SOL retweeted
Some random weekend thoughts about AI, crypto and equities: The stock market is in a bubble because of too much liquidity, but only for non-AI stocks. There might be a crash eventually, but mostly for the 95% of stocks that don’t make >10% returns per year (the ‘zombie’ stocks as I call them). Do not invest in consumer goods or traditional companies, get out of stock index funds, and fully allocate to AI and crypto. Keep 20% cash if you are worried about overvaluations (I’m not), so you can buy in if a crash should happen but still generate wealth with the remaining 80%. AI is not in a bubble! People saying that simply don’t use it enough and don’t see where the world is headed. This is not like the Internet bubble 25 years ago. Yes, crazy money is being invested in AI chips and data centers, but most companies using AI in their operations are making a return on their investment already. And there is literally unlimited money available because of M2 growth, this won’t stop until the fiat system blows up. Not all AI companies will survive, so don’t put all your eggs in one basket (my AI basket is mostly Tesla and Galaxy Digital). Bitcoin will also keep doing well. Lots of whales have been selling over the past months, keeping BTC in its current range. But the selling will stop at some point. And keep in mind that all these coins have been bought up by the market without the price dropping below $100K, and the demand for BTC will only go up over time. Don’t be greedy, just buy spot and don’t use leverage. It may seem boring, but you’ll still make a 10X over a few years and your position won’t blow up. I am still skeptical about Ethereum, I feel that without Tom Lee the price would be much lower right now. He is taking all supply off the table, does the market not see that? Maybe he is right that ETH will be the crypto of choice for Wall Street, but I don’t see it (yet). I don’t have a position in it and will only do it when I see evidence of financial markets starting to actively use it. I believe Solana is much better (much faster, cheaper, more revenue on its L1) and still very undervalued, it’s just less well known yet outside of crypto circles. But that may change after the very successful launch of the first SOL staking ETFs last week. I remain convinced most people will lose their jobs in the coming years because of AI. The process of lay offs has already started at the big tech companies (where it is most visible now) and it’s harder and harder for fresh graduates to find jobs. There is no incentive for CEOs or politicians to talk about this, so they just try to keep the masses calm by advising them to reschool or retrain themselves. In my opinion that will just postpone the inevitable a bit, if it even helps at all. My advice: Save as much money now, invest whatever you can and prepare for a simpler, less costly life. If I would be in a position where I could lose my job in a few years I’d sell my house now and live in a smaller, cheaper place without a mortgage. Maybe I’d even live on a boat or so. Just be prepared for what could happen to you. Eventually there will be an age of abundance, likely with a universal high income. Just make sure you can get there without too many financial scars. Don’t panic, but be realistic about the future. Don’t only focus on money, but think about your health as well and don’t forget to spend time with your loved ones. Happy weekend!
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highConviction.SOL retweeted
29 Oct 2025
Please take a moment to vote your Tesla stock. It is super important. Control of Tesla could affect the future of civilization.
Here are Tesla’s current five largest shareholders (excluding Elon Musk) and how they voted in last year’s ratification of Elon's 2018 pay package: • Vanguard (holds $115B in $TSLA): For • BlackRock ($95B): For • State Street ($52B): Against • Fidelity/Geode Capital ($30B): For • JPMorgan Chase ($21B): For Unlike last year’s ratification vote, Elon and Kimbal Musk can both participate in this year's 2025 CEO Performance Award plan vote due to Tesla's reincorporation to Texas (from Delaware). BUT, we should not get complacent. Assume this vote is close and encourage everyone you know who is a $TSLA shareholder to vote. 8 days left.
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Ct really over levered trying to make it all back
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highConviction.SOL retweeted
18 Oct 2025
Action speaks louder than words. There's a reason why I've been saying Guy is THE best DeFi founder of this cycle.
17 Oct 2025
surprised no one has noticed, but @gdog97_ has been quietly buying $25M(!) of ethena in the last 48hrs from his personal wallet - all on the open market. $18m purchased so far, $7M usdc left in his twap. what does he know? etherscan.io/address/0xA7eEA…
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highConviction.SOL retweeted
23 Sep 2025
How to vote your Tesla shares
Here's how to vote in @Tesla's shareholder meeting: For $TSLA shareholders who use Fidelity: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). The email may come from one of several different addresses. Search for an email received in 2025 using the following keywords: “Tesla”, “Fidelity.Investments.email@shareholderdocs.fidelity.com”, “e-notification@edocs.mybrokerageinfo.com”, or “id@proxyvote.com”. Open the email and follow described instructions to vote. Robinhood: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “noreply@robinhood.com Tesla”. Open the email and click VOTE. Interactive Brokers: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “interactivebrokers@proxydocs.com Tesla”. Open the email and follow described instructions. Charles Schwab: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. Additionally, you can log into your brokerage account, use the keywords ‘proxy events’ in the search bar and navigate to proxy events. Alternatively, search for a 16-digit control number in your postal mail. Visit proxyvote.com and submit your 16-digit control number to vote. Morgan Stanley/E*Trade: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. Open the email and follow described instructions. Merrill Lynch: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. The email may come from one of several different addresses so please search your inbox for “Tesla” as well. Open the email and follow described instructions. Vanguard Brokerage: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: “id@proxyvote.com Tesla”. Open the email and follow described instructions. J.P. Morgan: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Search for an email received in 2025 using the following keywords: "id@proxyvote.com Tesla" Open the email and follow described instructions. If you cannot locate this email, contact JPM support at 888-938-4409 to learn how to vote. All Other Brokerages: • To cast your vote online, you’ll need to search for a specific email in your inbox, which may be in your spam folder (same email address that is associated with your broker account). Try searching for each of these three terms to see if you can locate an email from your broker sent in 2025: “id@proxyvote.com Tesla” “@proxydocs.com Tesla” “@saytechnologies.com Tesla” If you find an email, open it and follow described instructions. International $TSLA holders: Some brokers outside of the U.S. don’t allow retail shareholders to vote. If you have not received any voting instructions, please contact your broker to confirm if they provide for proxy voting and, if so, to request such instructions. If you have any additional questions regarding how to vote, please contact Tesla's proxy solicitor, Innisfree M&A Incorporated, at (877) 717-3936 (from the United States or Canada) or 1 (412) 232-3651 (from other locations). Sometimes, when you don't participate in proxy voting, brokers may exercise their discretion to cast votes on your behalf, so be proactive! General info: If you cannot locate any emails, try voting by mail, phone or QR code. If you have not received any instructions whether via email or by mail, contact your broker as soon as possible to request such instructions. More info here: • Vote by phone: votetesla.com/how-to-vote/vo… • Vote by QR code: votetesla.com/how-to-vote/vo… • Vote by mail: votetesla.com/how-to-vote/vo… Every vote counts, whether you own one share or many. Make your voices heard. It only takes a few minutes. Reminder: You must have been a Tesla shareholder as of the September 15th record date to be able to vote. Tesla's shareholder meeting will take place on November 6, 2025 in Austin, Texas. Voting is now open, so go vote!
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highConviction.SOL retweeted
Lotta talk of dark AMMs these days People are acting like they're new, but the first one was Lifinity and it's been market making on Solana and improving prices for traders since January 2022. And Lifinity is the only one that built a community and enabled it to profit from it.
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Most traders will eventually come to the conclusion that trading is about doing nothing for the most part.
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highConviction.SOL retweeted
14 May 2025
I believe @grass is one of the most underappreciated protocols in crypto, and I'm very happy to share the following report covering the $GRASS business and the economics behind its current data sales as well as upcoming products: docsend.com/v/p4fmn/grass_ar… TLDR below 🧵

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highConviction.SOL retweeted
26 Mar 2025
At Delphi we hosted @0xdrej of @grass for an internal Demo day to showcase Grass to all of our companies (Research, Ventures, Labs) 🌱 Well beyond expectations. Grass's ~3M nodes globally allow faster and unrestricted access to live data for use in AI. Velocity and access.
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highConviction.SOL retweeted
Projects tend to like buybacks since they visibly pump the token on the price chart. Users tend to like distribution because they don't have to sell to share in the profit. There's a little-known top 10 DEX across all chains that distributes revenue... x.com/Lifinity_io/status/188…
Our next round of protocol revenue has been distributed! ♾ Once again, we have set a new record for monthly revenue 🔥 517,754 USDC has been added as concentrated liquidity to buy LFNTY 🫡
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Some thoughts. $Ray is an obvious play on continued sol eco degeneracy @mobyagent is the same play with lower mc and ai Both great options
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highConviction.SOL retweeted
FROM CHAOS TO STRATEGY. THE PRO TERMINAL APPROACHES.
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I can't believe I have to say this, But no - this does not mean you don't have to report your crypto taxes until 2026. So what does it mean? 🧵I'll give you the tl;dr first, and the long story if you care.
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highConviction.SOL retweeted
2 Jan 2025
📰 Why News Aggregation Matters in Crypto The crypto market moves fast and news can make or break trades. Staying ahead requires timely and relevant updates, but finding the right information in a sea of noise is a challenge. 💡 How $AIT Helps ✅ Real-Time Scraping: Collects key updates from across platforms. ✅ Smart Summaries: Turns complex news into actionable insights. ✅ Market Context: Links news to sentiment and potential impact. 🤖 AIT Agent on X More than news, it’s context, analysis, and actionable advice in real time. Stay informed. Trade smarter. 🚀
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