mid curve 😂

Stripe and Circle are developing their own payment-focused L1s, while Robinhood has chosen Ethereum to build its RWA L2. The real question is: which chain will win the backing of Meta—with its +3b daily active users—and Wall Street giants holding tokenizable, trusted assets?

DAT is a well-known risk, so it may not be significant enough to end this bull market. What potential black swan events—other than macroeconomic shocks—could bring it to an end?

Treasury is committed to exploring budget-neutral pathways to acquire more Bitcoin to expand the reserve

I thought ETH at OTC desks was running out of supply.

Red signal. With weaker demand for pref, MSTR must revise its MNAV equity guidance, resulting in shareholder dilution

Random finance content (non crypto) just showed up on my instagram feed—looking bullish Pudgy Penguins $Pengu

Howard Marks cautions that markets may be in the early stages of a bubble, echoing conditions from 1997. If his view holds, the current cycle could mirror the dot-com era, which peaked in early 2000—implying another two years of potential upside. Bullish

$YZY has launched and could present an asymmetric opportunity — whether on the long side, short side, or via Meteora farming. What lessons did you take from the $TRUMP and $MELANIA launches, and how are you positioning in response?

Send it

I’m noticing the ‘ETH flipping BTC’ narrative gaining traction. Historically, that’s been a classic sign of overheating

Bitcoin slipped to $110K, falling below pre-FOMC levels—likely driven by 1) risk-off sentiment around inflation and/or 2) whale selling. The Nasdaq open should give us clarity

If you’re planning to go long BTC/ETH while shorting weaker coins in the future, which sectors or tokens would you target? Here’s my list: •zombie L1/L2 coins •Privacy coins •Old crypto-native meme coins •Gaming & metaverse tokens •Rule of thumb: every short target should

Long-term bond yields across major economies are surging, raising concerns in financial markets

When founders spend more time posting hyped token prices than building products, it’s usually a major red flag

This is cool Pudgy Party $PENGU

People admire Messi for his football skills, but no one expects that I could reach his level just by practicing. Crypto (and investing/trading in general) is different. When people see others making 7–8 figures with $wlfi, they admire them and mistakenly believe they can achieve

mNAV to below 1

I’m surprised that emerging L1s and corporate private chains are still matter