1/ Get a cup of coffee. In this thread, I'll walk you through the Rule of 72 -- and related "mental math tricks" for investors.

Very proud to say I now have my first ever SeerLight 💊🌙 piece 'Odyssey', its an honour to own the first painting from the 'Vintage SeerLight' collection.

It didn’t take me long in the crypto world to realize that it’s an ecosystem being fueled by the “House Money Effect”. Having spent countless hours in the world of high stakes poker I recognized it instantly and now can’t stop seeing it everywhere I look. A short 🧵👇

3. Creators used Ethereum to earn $3.5 billion. That's more than @onlyfans & @patreon combined, but less than the largest platforms.

peloton round trip back to ipo, what a chart

wHaT bEaR mArkEt This thread is an assortment of mental models and frameworks I've developed and relied on throughout the span of my trading career, with some personal anecdotes mixed in. I will continue to update this thread as I identify new trading maxims w/ time.

Crypto Doomsday

Retail has sold all their US equity purchases from the last two years - Goldman

As long as tech earnings don't completely wreck the markets - - expect some pretty aggressive upside action on Canto in the next few days/weeks (as a catch up play to APT) + price discovery.

my sense is that even without the ETF -- bitcoin would have shown similar strength given macro backdrop. Many thinking we've entered a new paradigm of dampened downside vol now that ETF flows be flowing (dont believe their lies). Alas i continue to dance the music, bet more

long zk / short strk

fat protocol thesis in full swing as relative spread in outperformance between layer 1s and blockchain apps widens