Max pain is when you sell your lev ETH bcuz of Mercury retrograde, but it still went up 10% more. And it might go up even more bcuz of 500m ETF inflow a day during weekdays ... Just gotta keep reminding myself to stick to the plan and not chasing here, and pray for a ETH retrace I'm sorry to ever sell you ETH I promise to not sell you again until 10k ETH

Seeing a lot of CT talk about rotating from crypto into stocks lately — and fair enough, stocks are where the real bid is in the past 3 months. But if we get the kind of “risk-on” environment many expect in 2H 2025, I’d bet on flows spillover into crypto. Just like 2020: the equities bull run started first due to post-COVID stimulus + low rates, while crypto lagged for most of the year. But eventually by late 2020, the risk appetite trickled down the curve — into crypto, Pokémon cards, luxury watches etc. Same pattern likely ahead. Memecoins especially will probably go silly again (BTC is the largest memecoin of them all). Some altcoins will probably still lag due to massive VC selloff into every pump, but generally we should see a good overall run. Let's not forget to take profits this time. The crash after the boom is always the most painful. GLHF

During the Dotcom Bubble, ~1,000 internet companies IPO’d. Most didn’t survive the next 20 years, but the few that did became giants: - Nvidia (1999 IPO) - Amazon (1997 IPO) - Google (2004 IPO, just after the bubble) Each returned 1,000x to early investors by relentlessly growing revenue and market share, compounding value for a decade. People often compare the Dotcom Bubble to crypto’s 2017 & 2021 bubbles. Asset selection in crypto is perhaps more challenging: 1,000 IPO stocks then vs. >1M token TGEs since 2015. Plus, token buyers are not protected by law unlike for equities. Yet the power law still applies: the few survivors of the crypto bubble will define the onchain financial world. Today, liquid funds largely converge on BTC and HYPE. One is digital gold that institutions are racing to accumulate, whereas the other is pioneering the future of France, already returning $1B+/yr to HYPE holders via buybacks. Other favorite bets by funds include: - AAVE: dominant crypto bank for permissionless lending - PENDLE: first-mover to tap into the $5T high-yield bond market - <insert your bags> The winning formula? Tokens that are: (1) generating significant amount of revenue (2) consistent growth e.g. in fees / TVL (3) offer direct value accrual e.g. buybacks (4) have minimal token unlock risk Point (1) and (2) applies to all stocks including Dotcom stocks. Point (3) and (4) are more crypto-specific. Token buyers lack legal protections—so investors demand alignment via direct value accrual to tokens and tight tokenomics. You don't want VCs to dump 20% token supply on your head. The formula narrows the universe of investable tokens to a small handful. However, the next AMZN or GOOG of crypto might be there somewhere. Godspeed.

1/11 Unveiling what we have been working on for the last few months. We are making it easy for people to trade and spend crypto. And it will be on @HyperliquidX Some quick notes on why we made this and some sneak peak on the new app 👀

Being single = Peak male trading performance Been there, done that Pure unadulterated flow state Every price action in the chart, you know why they happened, bcuz you are a master of crowd emotions Zero distraction from your girl asking to plan for the next European trip No need to attend to nonsensical whims and neediness All the best pre-mega-rich @0xIcedMilo 💪🏻

Stoked to announce that i've been working at @DeFianceCapital with my good friend and mentor @Arthur_0x since the start of 2025. The rumors are indeed true boys: the depth of intellectual capital here is unmatched — we're driving the frontier of digital asset investing.

Fell in love with a cute Chinese girl while attending a friend's wedding at Bali, then flew back to Hongkong and Shenzhen together. Since then I lost my edge in trading. Didn't bother with bots alpha alert; Totally butchered my Labubu trade after recommendation by @Topj33t and @game_for_one (selling too soon and the token 3x since I sold). Lessons in staying single folks. But chat, I think I found the one.

As one of Asia’s leading liquid venture funds, @DeFianceCapital has been a key supporter of Pendle since the very beginning — our growth is inherently aligned with theirs. DeFiance has been actively leveraging Pendle to enhance stablecoin yields through strategies that offer some of the most compelling risk/reward profiles in DeFi. Their $PENDLE holdings represent more than just a position — they reflect a strong interest in our long-term success, with direct upside tied to Pendle’s sustained performance. We’re proud to serve as the backbone of their core yield-generating strategies. 𝐀𝐛𝐨𝐮𝐭 𝐃𝐞𝐅𝐢𝐚𝐧𝐜𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 Founded by Arthur Cheong ( @Arthur_0x ), DeFiance Capital is a crypto investment firm with a strong footprint across Asia. The firm focuses on liquid token investments with high growth potential, driven by a thesis-based, fundamentally grounded approach.

It’s actually crazy that my colleague sitting next to me at @DeFianceCapital owns 1% of Fartcoin supply. What is crazier is that he’s still hungry as mad to 10x his already considerable wealth. There are really levels to this game. (Yes I feel very poor sitting beside him but also very inspired every day)

Hyperliquid went from 9 bottom -> 25 now From 3x3 to 5x5. All perfect squares Next stop? 36, 49, 64, 81, 100, ... I don't make the rules. I merely observe the law of nature and the math designed by El Jefe. Hyperliquid