Ansem 🐂🀄️

“long $BTC entry: $82k stop: $74.6k target: ATHs https://t.co/nm039lKNjv”

“dont think this ethos is dead, its precisely the reason hyperliquid has done so well, not only has jeff focused heavily on the original ethos of crypto re: decentralization & financial access for anyone with an internet connection, but he also built his protocol in a way that the earliest users printed generational wealth, the difference between anthropic & hyperliquid is anthropic will ipo at two trillion dollars & users captured zero of that upside believe that as crypto is more institutionalized it also makes it easier and more possible that we see more stories like hyperliquid from talented founders who build in crypto and use tokenization as a means of delivering value back to their earliest supporters it's interesting tho bc the same sentiment you are talking about re: how ppl are interested in the most speculative parts of the market is also why founders who build in public will be able to bootstrap activity early on”

“stone bottom https://t.co/hk7VfjT7Qc”

“stone bottom https://t.co/hk7VfjT7Qc”

“onchain bottomed first, majors did not move until after, coins going from 0-> few hundred million in few weeks will always result in a 75-80% drawdown & consolidation afterwards, next leg up will be led by majors & cex alts btc/hype/zec/pump etc, which will increase retail interest & continued traction of mobile apps will lead to the next leg higher for onchain coins, believe pump at all time highs will be great catalyst for higher ceilings for onchain coins”

“@andyyy 10T is first target for bitcoin”

“you thought onchain was hot now imagine when $SOL is > $200 & $PUMP is > $0.01 100x opps otw 😳”

“@Sp1cytrenches most important level was .0048-.0054 imo, retest held -> ATHs soon https://t.co/Wfcl9JF6XY”

“i like Backpack’s positioning around tokenized stocks on SOL they took the slower route early, building out the exchange, compliance and regulatory infrastructure before pushing deeper onchain that foundation matters more as tokenized equities start scaling, especially when users want a tighter connection between onchain assets and the underlying stocks if tokenized stocks keep gaining traction on SOL, Backpack is one of the platforms i’m watching closely”

“i’m looking at SOL through a much longer time horizon than current revenue if crypto keeps moving capital and assets onchain, the L1s that become core infrastructure should be valued around the activity they could support over decades Solana today only has a small number of applications generating serious revenue the upside case comes from what happens if that becomes hundreds or thousands of successful businesses built onchain for me, that future activity matters more than a snapshot of L1 economics today”

“we are entering the singularity, dollars are going to be worthless as they are all printed+invested in the pursuit of achieving agi in the bull case where agi happens, holding bonds instead of assets will be very expensive when the largest companies dramatically increase their revenues in the bear case where agi does not happen & we get hyperinflation, you will need to be much more incentivized to be holding dollars therefore it makes sense why there must be a higher yield to hold debt instead & also why bitcoin is going to $1M per coin, the market is pricing in the probability of the doom loop or the probability of achieving a sentient ai god at the same time”

“solana looks good”

“i’m increasingly bullish on Solana DeFi as one of the more underlooked trades this cycle memes captured most of the attention last cycle, while protocols like Jito and Jupiter were still early in their token lifecycle now there’s a much clearer picture of which protocols are becoming core infrastructure for Solana low fees, fast execution and growing onchain volume strengthen that setup as retail, institutions and tokenized stocks continue moving onchain”

“i think tokenized stocks are becoming one of the strongest metas on Solana Stonk is sitting right at the intersection of tokenized stocks and memes, with support across the broader Solana > anyone with a wallet and internet connection can get exposure to assets that may otherwise be difficult to access stablecoins proved how powerful that access can be and i think tokenized stocks are heading down a similar path”

“bottom's in now, Q4 we rip everything back to all time highs, hope you're positioned https://t.co/vXuWh4CLI7”