defi @layerzero_labs || ex eng @coinbase || ex trader @ @rokcapital || @backyard_vc
18 subscribers
May 9, 2022 • 8 tweets • 2 min read
A few lessons I learned from this run.
I'll keep this short, since this is more of an internal dialogue with myself and not a preachy message to you all.
1. Stubbornness is not conviction
In the beginning of the run I was an ETH maxi and since all of defi was focused on ETH that's where my loyalty laid. When I heard of Luna, Avalanche, Solana, and other layer 1s very early on, I was closed minded and passed at single digits.
Apr 22, 2022 • 4 tweets • 2 min read
I've seen this too many times to not rule out.
Everyone wants this to break upwards but the lack of strength compared to other L1s the past week is telling.
Break down, capitulate the longs, and send it to ATHs.
Could most def be wrong but keeping this scenario in mind.
$NEAR
I am also currently long $NEAR on very low leverage.
Only adding to my position until I see clear invalidation.
Apr 19, 2022 • 5 tweets • 2 min read
There it is.
I'm not in any private rounds or sales for $syn but I have thoroughly enjoyed the bridge and am very bullish on it.
Projects should focus less on designing less ponzimonic models for tokens and more on finding ways to increase protocol revenue.
Some random Friday afternoon thoughts below:
In a raging bull run tokenomic models imo are just used to create a narrative (token burns, lockup models, etc.) to draw attention.
Tokenomics matter, but the newest model is not always the best.
Focus on tokenomics that bring value to the token, not to pump the price of it.
Apr 5, 2022 • 5 tweets • 2 min read
How many of ya'll would be giga rekt if something like this happened?
$ETH
Not saying this will happen but price consolidating like this doesn't give me bullish vibes.
Also if you're very worried then you're probably over leveraged.
My thinking: we're at the current top of the move so far, why go risk on here?
Feb 23, 2022 • 4 tweets • 1 min read
Predictions for EOY 2022:
$ADA @ $10
$XRP @ $200
$USDT @ $5
$DOGE @ $3
$LTC @ $1000
$TRX @ $1
$ICP @ $600
$TIME @ $50,000
$BTC @ $100,000
I'm leveraged 100x long on each of these rn.
GO BIG OR GO HOME.
Feb 23, 2022 • 4 tweets • 1 min read
$LUNA
Short entered with invalidation above horizontal + diagonal resistance.
GM.
Not afraid to be wrong on this lol
Give me a nice reclaim and I'll cut.
Feb 14, 2022 • 4 tweets • 1 min read
All of a sudden I own a lot of gold lol
$PAXG
I'm not even joking whatever is not in stables is in $paxg rn.
Dec 21, 2021 • 4 tweets • 1 min read
$NEAR
Don't hear much about this and the near eco.
Fully positioned.
ok who aped
Nov 24, 2021 • 4 tweets • 1 min read
$avax gud coin again?
Not completely sure if this is the bottom bottom but it’s worth bidding here imo.
Oct 8, 2021 • 4 tweets • 1 min read
With $ftm heating up, I expect a few other strong symmetric plays.
$one
$algo
$luna
All look pretty nice to me and holding up strong against btc/eth.
Don’t forget that $one also has a $300mm+ incentive program going on.
Oct 7, 2021 • 7 tweets • 1 min read
Fantom lowcaps I'm interested in:
$rip
$grim
If fantom is going to boom, I want some exposure to lowcaps.
Also disclaimer: very risky, no real fundamentals besides dog token on fantom and low cap project for yields
Sep 21, 2021 • 4 tweets • 1 min read
2600
just looks like the 200ma wants to be tapped on the daily on so many pairs
Sep 11, 2021 • 4 tweets • 1 min read
$srm and $avax 👀
$avax putting in work!
Sep 9, 2021 • 6 tweets • 1 min read
$20M marketcap token with $2B TVL.
Am I missing something here?
This is $sunny on Solana.
Sep 9, 2021 • 4 tweets • 1 min read
My current thoughts on $btc:
- Above ~48.4 and things look good again
- Breakdown below and we're going down to ~$42.5
Regardless, I'll buy dips on Solana eco tokens like more $srm and $ftt and even $sbr.
Let's see how Asia treats the markets $btc
Sep 5, 2021 • 4 tweets • 1 min read
Not going to lie $aave, $sushi, and $crv look ready for a move up.
Grabbed some bags.
Bingo 😇
Sep 5, 2021 • 5 tweets • 1 min read
This is awesome.
Each NFT from @TheDopeWarsLoot is currently returning ~$500 in $PAPER that you get for free.