building a life outside the system
Joined August 2021
- Tweets 24,273
- Following 2,959
- Followers 43,899
- Likes 57,790
1,279 Photos and videos
6h
never wrong, just early
27 Sep 2025
the $XPL one Neobank is most interesting tbh
even for ppl who have zero interest in crypto, an all in one banking app with:
• default 10% yields instead of 0.4%
• instant payments globally with $0 fees
• privacy enabled transactions
is a much better experience than any bank
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8h
bullish for crypto degeneracy btw
8h
I'm becoming increasingly confident that the stock market top is not in yet.
Valuations are historically elevated due to the AI premium.
However, it's becoming more and more clear that AI will have a meaningful impact on the profitability of many businesses.
Current valuations feel far more justified than indicative of a bubble.
Even if you expect a dot-com-style crash eventually, I believe we're currently closer to 1998 than 2000.
Higher for longer imo.
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8h
I'm becoming increasingly confident that the stock market top is not in yet.
Valuations are historically elevated due to the AI premium.
However, it's becoming more and more clear that AI will have a meaningful impact on the profitability of many businesses.
Current valuations feel far more justified than indicative of a bubble.
Even if you expect a dot-com-style crash eventually, I believe we're currently closer to 1998 than 2000.
Higher for longer imo.
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Jun 13
Cathie Wood is the TradFi version of a chopped crypto KOL.
Her Innovation Fund is down 35% over the last five years while the S&P 500 is up 75%.
It's the equivalent of a crypto influencer who made one good call 10 years ago and built their entire identity around it.
While being consistently wrong for the following decade.
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Jun 12
nah man there is no way bro is doing it again 😭
Jun 12
am long $SPCX @ $175 because elon becoming the world's first trillionaire is the most entertaining outcome
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Jun 12
$SPCX is up 5x in the last 12 months and now trades at a P/S ratio of 94.
I still expect a pop due to the low-float structure.
But long-term, it definitely isn't a buy for me at this valuation.
Regardless of the price action, the IPO did indicate a few bullish things.
$100B in retail commitments shows there's still a massive amount of sidelined capital waiting for the next opportunity.
It's also broadly bullish that index providers ultimately didn't bend the rules and prioritize SpaceX through special rules.
The largest passive inflows would have come from the S&P 500, but SpaceX won't be added until mid 2027.
The Nasdaq-100 is expected to add SpaceX much sooner, but since the index is float-adjusted rather than purely market-cap weighted, the expected inflows are relatively modest at around $4–5B.
Definitely a win for passive ETF enjoyers.
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Jun 12
Neobanking continues to show a lot of relative strength.
I still believe $XPL remains the main token people will bid if they want exposure to the neobanking narrative.
While the volume trend looks good, the absolute numbers are still tiny for now.
This will be important to monitor next week once the public launch goes live.
The demand is clearly there for people to spend their crypto in a convenient way.
And I think Plasma is in a strong position to capture a meaningful share of that market.
On top of that, the chart looks like it could go on the most hated rally at any moment.
Trillions?
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Jun 12
Just saw that I have a few invite codes to share:
A272C9
76E38A
P4835N
J57DX3
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Jun 5
Why is zcash:native trading as if someone has an infinite supply of coins to dump?
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moritz retweeted
Jun 4
Why would I ever buy Coinbase stock?
Incredible company when it was the first mover…
Not good at all when every other company can do the same stuff they can, but better.
Jun 4
Coinbase also paid $375 million to acquire Echo.
An ICO platform whose flagship sale is down 50%
And nobody has heard anything about it for the past six months.
No wonder the CEO keeps dumping his shares.
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Jun 4
Michael Saylor went from being a genius who invented the greatest Ponzi ever to becoming the most hated person in crypto.
Always funny how price action changes perception.
It's official.
MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion.
In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position.
By comparison, the S&P 500 is up 116% over this same timeframe.
Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value.
This puts MicroStrategy's stock, $MSTR, down -77% since its record high.
Bear market is an understatement.
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Jun 4
Coinbase also paid $375 million to acquire Echo.
An ICO platform whose flagship sale is down 50%
And nobody has heard anything about it for the past six months.
No wonder the CEO keeps dumping his shares.
Jun 3
coinbase said they intended to have monthly ICOs
November: ✅ Monad
December: 🚫 Nothing
January: 🚫Nothing
February : 🚫 Nothing
March: 🚫 Nothing
April: 🚫 Nothing
May: 🚫 Nothing
damn
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Jun 2
Meanwhile, the S&P 500 in the last 60 minutes looks like this
Jun 2
JUST IN: $320,000,000 worth of crypto longs liquidated in the past 60 minutes.
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Jun 2
The stock market is designed to go up forever.
The S&P 500 will be at 20,000 by 2040.
Short-term price action doesn’t matter if you have a long-term mindset.
Whether you buy the S&P at 7,000 or 8,000 won't be relevant when it’s at 30,000 in 20 years.
Just buy, forget, and enjoy the ride.
BREAKING: The S&P 500 erases losses and surges to its highest level on record, now worth $69 trillion.
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Jun 1
This is actually a big deal.
Spot equities are a huge difference compared to perps.
The shift we’re currently seeing is bullish for crypto as an industry.
But bearish for the price action of most tokens.
It has never been easier to use your onchain wealth for actually meaningful things (onchain equities, day-to-day spending with neobanks, etc.)
Which means there are fewer and fewer reasons to buy random useless L1 or L2 tokens.
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May 28
Crypto as a whole remains an uninvestable asset class.
The only use case for most tokens is price speculation.
That being said, I still love crypto because the market remains extremely inefficient.
You just have to see it for what it is and be aware of the game you’re playing.
You don’t have to believe in the casino and can still profit from it.
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May 26
neobanking supercycle?
May 25
It’s been about a year since I pivoted from crypto to stocks.
But I’ve started paying more attention again.
Privacy, AI, and robotics are currently the big 3 in crypto.
But there’s one category that interests me even more.
And that is neobanking.
Not only do I think crypto x neobanking will see huge growth over the next few years.
It’s also a category that currently gets far less attention.
And being early to where attention goes next is better than chasing it.
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May 26
looks like people like the neobanking thesis
May 25
It’s been about a year since I pivoted from crypto to stocks.
But I’ve started paying more attention again.
Privacy, AI, and robotics are currently the big 3 in crypto.
But there’s one category that interests me even more.
And that is neobanking.
Not only do I think crypto x neobanking will see huge growth over the next few years.
It’s also a category that currently gets far less attention.
And being early to where attention goes next is better than chasing it.
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May 25
It’s been about a year since I pivoted from crypto to stocks.
But I’ve started paying more attention again.
Privacy, AI, and robotics are currently the big 3 in crypto.
But there’s one category that interests me even more.
And that is neobanking.
Not only do I think crypto x neobanking will see huge growth over the next few years.
It’s also a category that currently gets far less attention.
And being early to where attention goes next is better than chasing it.
4 Apr 2025
Just deployed capital into the market for the first time in a long while.
No crypto, only stocks, and the plan is to DCA 100% of my stables into the market by the end of the year.
Lets see how this ages.
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May 25
98% of CT accounts teach things they've never made money from themselves
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