“I think over my career, the market…has gotten less, not more, efficient.” - Clifford Asness

First time in 7,5 years in crypto that i went to a crypto conference (long tweet). Contrary to what you see on your twitter stream by your favorite crypto influencer on dubai, here a serious look behind the surface of token 2049 & dubai: the positive & the negative. I

VCs who have now deigned themselves to dignify memecoins construe them as “tokenizing community, tokenizing culture, creating new asset classes” and we’re all like, actually we just like playing musical chairs why are you saying all of that stuff it’s making me uncomfortable

L2 Mainnet insertion is underway standby

I'm in the top 2% of players in the Tari Airdrop game! Tari is a new versatile layer 1 blockchain protocol built in Rust. Play the airdrop game now! airdrop.tari.com/?referral=RkHE… #MyTariRank

Earn points for the $200M $S airdrop with free play-to-earn games on #SonicArcade: 1. Go here, add testnet & sign: airdrop.soniclabs.com/?ref=7h5rbm 2. Now head to arcade.soniclabs.com Claim your free $TOKEN & just play the free games to accumulate points. No real money necessary!

I estimate 3-6 months left in this rally. With $36T in US Treasury debt maturing in a year, rising bond yields & tightening liquidity are serious risks imo. Debt-to-liquidity imbalance= financial crisis waiting to happen. But until then,ride the wave.Huge inflows coming in Jan!

$MHPC Qualiko foods utter hypocracy, stating on their website that 'MHP implements and maintains the humane treatment of animals in all our enterprises.' Meanwhile they literally boast about slitting the throats of almost 10 million animals. Do not invest in such heartless co's.

Billionaires should not own social media platforms. Billionaires should not run our newspapers. Billionaires should not control our politics. A free media is a democratic media - a public good that is owned and run by us all.

What is necessary to reverse-engineer sentience…? The human mind doesn’t produce consciousness; it’s a conduit through which consciousness is channeled. It streams through us like light through a polarized lens, each of us refracting the same Source through our unique

upward spiral

upward spiral

30-day option skew looking Bullish... Noticeable drop in demand for puts > signifies expectations of lower volatility. $vix

Feels like $BTC may need to cool off here, if I was looking to buy, i'd wait for a drop back towards the 50ma & some consolidation in the 75-80k region (cutting position if 50ma was lost). Looking for some extreme bearish sentiment around that level would add to confidence.

So Elon changes his X name to Harry Bōlz and this dodgy wallet that had previously bought $4,807 of $HARRYBOLZ, sold for $1M profit... The same wallet ( G5nxEXuFMfV74DSnsrSatqCW32F34XUnBeq3PfDS7w5E ) traded: $MELANIA: $0.9M → $10.2M $TRUMP: $1M → $4.5M $SOLA: $38,400 → $1.2M

Update Been off X for a while. Hong Kong + Denver crushed me, but back in it now. A lot happening, will encapsulate in mega thread below. 🧵

“In any given moment we have two options: to step forward into growth or step back into safety.” — Abraham Maslow

The 19 richest U.S. households saw a $1 trillion wealth increase in 2024, a rise that exceeds the size of Switzerland’s economy WSJ Markets

pls rt 💚