Pretty easy to make 30-50%+ by pair trading BTC/high FDV high team allocation shit coins and network tokens on long time horizon. With leverage on hyperliquid can probably make like 100-200% without much liquidation risk over 3-6 mo with one decent 10-20% market-wide correction.

This aged well

If you have a problem money can solve, you don’t have a problem, you have a lack of money.

I think combining this with being long $HOOD, or some type of crypto-correlated/high beta but with value accretion to stock is very promising. I am prob short about ~10-20% of my fund this type of stuff, which I think pays huge in market-wide sell-off. High beta in meltdown

Ppl projecting $HOOD to grow 30-40% YOY next 5 years. What if it grows 40-80% YOY for next 10 years? Models typically forecast tapering of growth, but the best companies find escape velocity and grow MUCH faster. Think $PLTR, $NVDA, $GOOG, $META, etc. HIGHER!

What if $HOOD became more valuable than all financial institutions combined? Ppl said $TSLA can’t be worth $1T because all car co’s were only worth x. Then, narrative shifted, “Tesla isn’t a car company…” etc. Robinhood isn’t a financial institution, or bank, or brokerage.

I called $PL at $2.50-$3.50 and sized up… I’m now out for the most part at $15.47. My next big Space trade is $RDW. - About 2x the revenue of $PL - Clean balance sheet from latest financing - Only trading at $1.4 Billion Mcap.

Curiosity is rocket fuel for personal development and growth. The more you learn, the more you learn what you should learn, and that learning is better learning, which is a cracked-out flywheel of learning.

I think $HOOD will do $100B/yr in revenue by 2035 on practically infinite margins.

gm🗡️

Hyperliquid closed me out of about $3m of shorts. 🥲

I mean it’s quite obvious that crypto is a high-beta derivative of risk-appetite + sentiment. Trump tariffs obviously will nuke crypto going into a 4 day no Stonk trading break.

$WLFI dropped from about .18- .06 in 15 minutes. $Trump dropped from about $7 to $2.1 in the same time frame. Over 70%+ drops in minutes🤯

Romantic texts with my girl currently

Step 1: Buy the Dip Step 2. Touch grass

Why the market crash doesn’t matter. Donald J. Trump is playing 3D chess, we are just along for the ride. #stocks #crypto #tarriff

If anything they probably got ADL’d at amazing prices and PnL is positive.

Moronic, Robinhood routes crypto trades. Every exchange had issues like this. You don’t have a ‘right’ to buy an asset in periods of volatility. If you want permissionless use a DEX.

$RDW - that’s it. That’s the tweet.