seanlippel

Jeții care încă se țineau și nu erau aliniați pe termen lung în @soulgra_ph au primit pomparea și probabil acum au părăsit.

Putem acum să începem Evenimentul Principal.

Never been happier that I completely faded the Celestia bull posting from mid to late 2024.

It wasn't that easy as in this liquid fund game you can't miss the one runner (Sol in '23, Hype in '25), and Tia had as many people I consider quality analyzoooors very convinced.

Crypto is in dire need of more crypto application investors, and less infrastructure investors.

More fundamental liquid token investors, and less narrative chasers.

I am just one man doing my part.

Tehran’s mullahs fleeing faster than that Aptos founder at token unlock time.

Whenever I hear crypto people talking about "institutions" in crypto, it's strikingly obvious that they have no clue what actual institutions are.

.@soulgra_ph is just the beginning.

I can remain solvent way longer than the market can remain irrational on the best application projects at the intersection of crypto x AI.

🧵👇 1) Suntem încântați să anunțăm că am achiziționat o participație de ~10% în token-uri @soulgra_ph ($GRPH) prin achiziții pe piața deschisă, în timp ce căutăm să oferim suport de capital de risc instituțional pentru cei mai buni constructori din ecosistemul @arcdotfun ($ARC).

Deci de ce @soulgra_ph și ce urmează?

Paradoxul lui $hype este că este "consens", dar totuși "sub-proprietar" din punct de vedere instituțional.

Nu din lipsă de dorință, ci din cauza lipsei opțiunilor calificate de custodie pentru cumpărătorii instituționali.

Probabil cea mai bună configurare pentru următoarea etapă de creștere a unui activ pe măsură ce această barieră este depășită.

$MKR looks like it's about to put in an absolute god candle that it does once every couple of years

There is still significant edge for asset allocators in this market.

No investor actually reads governance forums for alpha.

Even fewer are true power users of crypto applications.

Keep focusing where others aren’t looking. That’s where the opportunity still lives.

Dacă nu muncești pentru gențile tale ca @MustStopMurad, nu vreau să aud nicio scuză. Munceste mai mult.

Reminder: HYPE and FARTCOIN leverage increases on Hyperliquid.

Expect some more volality for these assets. Not necessarily a bad thing, in fact probably good for HYPE revenues given how prevalant the trading of these two assets are.

Hyperliquid.

CT a trecut de la această alergare HYPE care abia a început, la vârful HYPE care este deja atins.

Cu adevărat nebunesc. Nici nu e de mirare că întreaga TL este pe butuci din cauza tranzacțiilor pe alt.

Suntem pe fund la 30, sau la 20 și ceva, în cel mai rău caz.

Hyperliquid.

On-chain capital markets are upside down right now.

Whether they're good or bad projects, tokens launched via decentralized launchpads are down only (after initial pump). Solid teams still need post-launch support.

Working on a new specialized vehicle to fix this. Stay tuned.

Starting to think James Wynn may not be all that good at this leverage trading thing.

SOL ecosystem tokens looks ready to rip, may even long Melania 🤣

Hot take: We actually need more crypto VCs fighting on the TL. And it shouldn't stop until any of us durably outperform BTC.

Catching up, so Zoran really got liquidated before the failed Treasury auction that gapped us back down 😂

Mindshare begins with network.
True networks are decentralized.

The first creator network is back on @cookiedotfun, rewarding what matters: trust, impact, and intent.

Decentralized InfoFi is here & I'm in.
Are you?

https://cookie.fun/accounts/66bb3697d2c43d17651ec450

Remember where chasing him.eth pump and dumps left you in the AI agent meta.

Fool me once etc etc.