78 Photos and videos
Sizing in early is all that matters
40% $TON
Can't stress enough how asymmetric TON and its ecosystem memes are:
The downfall of TON chain was Durov's/Telegram's disassociation in 2020, a whole 6 years later he's just come out and announced his full support and control of the chain
Sizing in early is all that matters
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$TON trading 20% higher and onchain memes all legging up further
There's still more room for $TON, 3$ is magnetic.
Can't stress enough how asymmetric TON and its ecosystem memes are:
The downfall of TON chain was Durov's/Telegram's disassociation in 2020, a whole 6 years later he's just come out and announced his full support and control of the chain
Sizing in early is all that matters
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Umbra's proposal passed and as a result, the old liquidity pool was sunsetted. Replaced with a newer, more balanced one.
The stark difference in overall liquidity can be seen below, before and after below using clobr.io:
TLDR: number go up, faster.
this $UMBRA proposal cuts more than 60% of sell side liquidity while keeping all (and a bit more) buy side. In degen terms, number go up easier and faster
the product is finally done and already live on the play store, while we just watched $AVICI pump 150% in a week on nothingburger news
on top of that, theia is otc-ing a large amount of $UMBRA making them the top holder, very rare for anything onchain to get institutional interest at $14m fdv, but this is gonna be obvious by summer
add 2 and 2 together. every consumer facing app will bend the knee to privacy on solana
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Can't stress enough how asymmetric TON and its ecosystem memes are:
The downfall of TON chain was Durov's/Telegram's disassociation in 2020, a whole 6 years later he's just come out and announced his full support and control of the chain
Sizing in early is all that matters
May 5
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$TON getting cto'ed by durov and still not going max long is a great litmus test as a trader
a good litmus test as a trencher is fading multi-year bottomed memecoins that are only a few days into getting volume because 'they pumped'
if you fail either of these, sharpen up
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this $UMBRA proposal cuts more than 60% of sell side liquidity while keeping all (and a bit more) buy side. In degen terms, number go up easier and faster
the product is finally done and already live on the play store, while we just watched $AVICI pump 150% in a week on nothingburger news
on top of that, theia is otc-ing a large amount of $UMBRA making them the top holder, very rare for anything onchain to get institutional interest at $14m fdv, but this is gonna be obvious by summer
add 2 and 2 together. every consumer facing app will bend the knee to privacy on solana
May 1
UMBRA-003 is live. The @umbraprivacy team has proposed the reclamation of tokens from its Meteora single-sided liquidity pool plus additional limited mint authority to facilitate bringing strategic investors into Umbra.
Read the full proposal and trade it below.
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agree with most of these $BIO points but thinking too critically during a mania is how you miss everything
doesn't need to make sense for hysterical price discovery to happen
take $VIRTUAL, $WLD, $GMT for example, all useless in their own ways, but their tokens absolutely ripped when it mattered most
only thing they had in common: leaned into their narrative as hard as possible while timing aligned
sometimes you gotta turn your brain off and send it
1/ Bear case for $BIO:
The token has a real flywheel, but the current move looks more like narrative repricing than confirmed protocol usage.
BIO is being traded as a biotech / Eli Lilly / GLP proxy, but that connection is extremely loose.
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Pump and dump activity for $RAVE originated on @bitget @binance @Gate
Call to action for both @heyibinance @GracyBitget to do better and launch internal investigation offboarding the responsible actors.
Offering up to $10K bounty of my personal funds for whistleblowers to come forward privately to share evidence about parties involved
We cannot allow this blatant market manipulation by insiders controlling >90% RAVE support to further extract from retail investors.
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the loudest people online are the ones doing the least
building something real requires believing the world rewards effort, not sitting around waiting for everything to collapse so you feel validated
pessimism is just laziness with a narrative that kinda rings
be an @optimist
in the internet age it is increasingly easier to become pessimistic about the world around you. we want to feel unique and blame our misfortunes on unprecedented times, but we are not unique and the world continues to spin the same way
the pessimist wishes for the world to collapse so that he is right and all who had achieved greater things than he are deservingly brought down to the peril that is his permanent state
the over-conscious man is cursed while the optimist thrives. we must live with gratitude and know that there has never been a better time to be alive. loneliness is a curable disease and you must spend your time with beautiful people so that you know happiness and are able to cast it further
i would rather live a week knowing the beauty of the world than a lifetime awaiting the apocalypse. tomorrow is not worth living if you are wishing for others to suffer or the world to grieve
how fortunate we are to share the same air with all those who came before us, how grateful i am to all those born into suffering so that i may know peace, how thankful i am to those who committed their entire lifetime to the pursuit of improving the wellbeing of the world
a society grows great when old men plant trees in whose shade they shall never sit. seed happiness in people who you will never see thrive, appreciate others for what they are capable of even in their darkest hours, seek beauty in the ordinary
the doomers are the only ones who are truly doomed, tell your family you love them and call a friend you haven't spoke to in a while. prove to yourself that there is greatness in the world around you, then find the inspiration to add to it
you can only do great things by being an optimist and believing they might be possible, reject nihilism and those unwilling to risk failure. know that in great attempts, it is glorious even to fail
may your sky always be clear, may your dear smile always be bright and happy, and may you be for ever blessed for that moment of bliss and happiness which you gave to another lonely and grateful heart
long live the optimists who continue to believe and contribute to a better world
fuck bears
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Thought leader who tormented every altcoins he's ever touched and got scorched on 10/10 wants you to know buybacks are pointless and a poor way of returning value back to an ecosystem
Bottom sentiment
Feb 4
- token design is mega broken, buybacks are dumb and their execution is even dumber. Lockups are dumb. Thankfully everyone thinks airdrops are dumb so at least we established that. Need to rethink it from first principles (god I hate that expression) and see more experimentation
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the indestructible $UMBRA moat:
umbra has the strongest defensibility of any crypto infra // harder to replicate than any neobank, mixer, perp dex or launchpad
building this requires serious capital (security audits worth well north 7 figures) and serious talent
the comparison couldn't be more clear:
phantom solved wallet ux, valued at $3b
umbra solves privacy ux, valued at $45m fdv
70x cheaper while the app is undeniably better than Phantom, mainnet is sooner than you think
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lightning doesn't strike twice
your favorite ct 'quant' or thought leader led most of you to absolute slaughter on $LIT under the delusion it would run like $HYPE
the same magic trick doesn't work twice on the same audience. the setup was never the same, the tokenomics weren't the same, the timing wasn't the same
some of you needed this lesson. expensive tuition but at least you learned something
the most important takeaway from this turmoil (or the last 2 years of this bull run) is that your heroes are neither intelligent nor risk aware and in the end we're all swimming naked
most who made it got there through
airdrops
insider trading memecoins
casino promotions & token deals
next to no 'kols' made money trading perps, hard to find besides jamie and a few other tame accounts
even harder finding someone who ran it up onchain without blowing it back on perps
your onchain kol is an idiot, the guy charting with lines is an idiot, the flow traders you follow probably dont know what they're doing either
stop looking for gurus and start thinking for yourself
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My whole timeline has been max hopium since the emergence of these new AI tools (namely Claude), there's never been a time in recent history where the consensus was 'brighter times are ahead'
It pays to be optimistic
Jan 14
I think we are literally living in the biggest gold rush in human history.
What a time to be alive.
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These buys don't look so bad anymore.
All are up 2x , and $UMBRA is on pace to 2-3x by end of January, position yourself accordingly
Umbra
Avici
Edel
The only safe place for a sheep is by the side of his shepherd
Buy and close your eyes, optimists are in control
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everyone on ct thinks crypto is dead and all the money moved to tradfi
maybe that's true in our tiny echo chamber
but if you look at what the actual big players are doing (blackrock, a16z & other institutions), two narratives keep showing up:
- privacy infrastructure
- tokenization
& 'maybe' agentic ai
focusing on what non-grift institutions are actually building/investing in instead of what ct is yapping about will probably balloon your portfolio like nothing else
stick to the trend, don't flip flop chasing every shiny perp dex or casino
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Will be posting all market commentary and trades in this shared telegram channel from now on:
t.me/optimist
Will also be used as a more informal info stream of @optimist research and announcements
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