this article was crossposted from my substack: polarthedegen.substack.com/p/hyperfinanci… x.com/polarthedegen/…

N L M L T B EOY 25-30

those who can, do those who can’t, fud

heart racing

LIGHTER THESIS - Hype has outperformed throughout its TGE as it represented the following - Only bet on the perp dex vertical - One of the few crypto projects with actual pmf and strong revenues - One of the only usable places to trade onchain - Hype no longer has a

gm

no lighter memecoin lighter tge before end of year [30th dec] x.com/polarthedegen/…

new substack post: trading mantras

x.com/i/article/2008…

i predict a good 2026

running this back on opinion but the cool thing i remember when i get annoyed for losing money on esoteric prediction markets is that i'm actually HAPPY to lose money by being adversely selected because in my heart i know that my capital is actually flowing to a speculator who

net worth in opinion points rn x.com/polarthedegen/…

dev sold?

january portfolio update: start of january net worth: $60,700 current net worth: $57,795 had a pretty good start of the month by selling my lighter airdrop at an average of 2.55 for a total of $22,077, which pushed my networth up from 38623 to 60,700. did a bit of miscellaneous

today is worse than 9/11 for opinion airdrop farmers

also available on substack polarthedegen.substack.com/p/hayekian-kno… x.com/polarthedegen/…