have an idea: let’s skip the “top is in” bear talk for the week and just ride out the bump in the grind up road

Milk Road Macro Pretending to use Raoul Pal work as your own is super wack What a joke lol

have a fake impersonator on telegram, somehow has the same username, registered in august 2025 but it isnt my account - not sure how but will never dm you first on there its not me

a few times a year on here you get gifted an extremely cogent investment thesis from crypto twitter from people who have spent way more time than you doing research on an individual name $GLXY is still a layup trade from here

buying opportunity

do your end-of-Q4-self a favor and buy this dip even if goes down further it will reverse very very quickly

look on the bright side, we get to see green candles eventually again lol

no more bnb nonsense, everybody back to solana

Thinking for the rest of this bull market, every month will be the opposite of what’s predicted, September bad->good, October good->bad, let’s see what everyone will say about November

opportunity for those with other income or dry powder

imagine what gold would look like as liquid and globally transferable as crypto

most people shouldn’t be in leverage or be traders, focus on building a career and dca conviction

Worth a read open.substack.com/pub/visserlabs…

Main character arc remains strong

In Defense of Exponentials I used to tell founders, the reaction you are going to get to your launch is not hate, it’s indifference. By default, nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week, and I’ve never seen so much

i have a hard time convincing myself to own l1 tokens long term not because the p/e ratios r high, but because they have no moat. without a moat, they become commoditized and can’t capture meaningful value. - users can bridge from one chain to another easily these days. - most

worth a discussion

excellent

timeline has showed me how many were and still are sidelined or hesitant. waiting for that first dip bounce confirmation acting like this isn’t normal PA after 10x moves $RALPH was a 2X away from 100m yesterday get your entry just getting started