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Read MoreThe MegaETH Pre Deposit Caos Explained
Hope you all had a great Thanksgiving. Our portfolio wasn’t as green as it was a few weeks ago. Rektober knocked the wind out of the market, so I spared…
Read MoreRWA giant is under fire
Twitter just doxxed everyone. The latest feature labels all accounts with their country of origin based on the IP address used during creation. On the downside, privacy just took a…
Read MoreWhy the top ICOs suddenly aren’t selling
Staring at charts all day will ruin you. When the market is flat, your brain starts begging for dopamine. That itch to trade is how people get chopped up. Stay…
Read MoreIs This DeFi’s iPhone Moment?
Crypto feels strange right now. The fundamentals keep improving. JP Morgan is coming onchain. Aave launched a clean new mobile app. But the flows and prices look terrible. ETFs are…
Read More5 tips for farming perp points in 2025
We’ve actually had some solid news lately. This week, JP Morgan entered crypto. Clients can now swap from JPMD (digitized bank deposits) to USDC on Base. Their payment network moves…
Read MoreThe untapped multi-billion market in DeFi
After MegaETH, Monad is also doing a token sale for retail investors like us. The valuation is $2.5B FDV. On paper, returns look smaller—but that’s still below the VC round…
Read MoreThe winner in this bloodbath
Being sidelined is often seen as a weakness. But in truth, it’s discipline. You’re waiting for risk vs. reward to tilt in your favor instead of bleeding out in chop.…
Read MoreIs DeFi even trustworthy anymore?
Balancer is an OG Dex from last cycle. Its V2 was audited 10 times and forked 27 times. Everyone thought it was bulletproof. Plot twist: it wasn’t. Hackers took >$100M…
Read MoreWhat’s the next mini cycle?
OpenAI might go public at $1 trillion valuation. That’s why TradFi is rigged. In this regulatory regime, only millionaires (aka accredited investors) can invest in early-stage companies. By the time…
Read MoreThe AI Agents Are Back (and They’re Getting Paid This Time)
One of the most important principles I live by is adding a margin of safety to everything I do. Shit always happens that you can’t predict. If you can’t predict,…
Read MoreTop farms to print
President Trump just pardoned Changpeng Zhao, aka CZ. The Binance founder had pleaded guilty in November 2023 to violating U.S. anti-money-laundering (AML) requirements. Crypto people don’t seem to care. After…
Read MoreA trading strategy for the current market
Amazon Web Services is the backbone of the modern internet. So when it sneezed yesterday, half the internet caught a cold. Snapchat, WhatsApp, Zoom, Slack — Web2 had a bad…
Read MoreWhere to find the crypto returns?
Right now, there’s a propaganda campaign on Twitter to frame SBF as a victim of an evil administration. The master plan is to get Trump to pardon him. Rationale? Some…
Read MoreWtf happened on weekend?
The weekend felt like a massacre.There were roughly ~20b worth of liquidations…the largest ever. What’s wild is we’ve already recovered to >$4 trillion in total crypto market cap. That’s higher…
Read MoreYour bank’s about to get crypto’d
CZ, the founder of Binance, just declared it’s BNB memeseason and dropped a new memecoin launchpad called Four.meme. Here’s the wild part: he actually made people go through KYC to…
