Ansem

cool site if you like watches, can bid on rare ones in auctions https://t.co/LMZ4O0xnnR

agree

i expect onchain PnLs to get a lot more extreme if this cycle really accelerates we’ve seen multi-billion dollar onchain assets before, and i expect that ceiling to be tested again if some of these coins reach that scale, early holders could end up sitting on massive unrealized gains that makes de-risking and managing large positions a much bigger part of the game than people are pricing in today

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

the biggest edge onchain might be knowing how much to bet after you win we’ve seen multiple low caps run back to back, giving active traders plenty of chances to compound, the mistake comes when a big win becomes the size of the next bet turning 5k into 500k doesn’t mean the next low cap needs a 500k position keep profits aside, size conviction properly, and leave room for the next trade

FIRST SHIFT IN HIGH TIMEFRAME MARKET STRUCTURE SINCE THE TOP IN OCTOBER OF 2025 IF YOURE NOT ALLOCATED ITS TIME TO START PAYING ATTENTION

see yall soon

who's in korea

this is objectively mispriced by a very unreasonable margin

will make a new ATH in less than 30 days, you've had a month to position after missing the bottom, & somehow the trade got even more non-consensus during that timeframe

i’m pretty bullish on NFTs making a real comeback this cycle art NFTs can have another run, but i’m more interested in how much experimentation happens around the format itself agents, ownership, new launch mechanics and different ways to connect NFTs with onchain products all open up fresh design space we’re still early in the broader onchain rotation, so i expect people to get a lot more creative with NFTs from here

i see NFTs finding a new role as more businesses and financial assets move onchain tokenized stocks, RWAs and stablecoins are creating new infrastructure, and NFTs can become another layer around ownership, access and community the NFT + fungible token hybrid idea has already been tested before without really taking off the concept is worth revisiting though: liquid tokens for broad participation, with NFTs representing a more specialized tier of ownership or benefits that feels like a more interesting direction for NFTs this cycle

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

i’m treating this cycle on its own terms previous major BTC bear markets took roughly a year to find their lows and drew down 75%+ from the top this time, the deepest drawdown so far has been closer to 53%, followed by a much earlier recovery in price the market structure has changed too, with new ways for institutions and retail to enter crypto and move onchain memory mapping every move to 2018 or 2022 feels less useful when the setup itself has changed

i view dedicated social trading apps keeping their edge even if X eventually brings trading directly into the timeline X serves too many different use cases, while these apps are designed around discovering trades and acting on them quickly the callout model takes that a step further by connecting attention directly to trading volume if creators can earn from the volume their posts generate, that creates a pretty powerful loop between content, distribution and trading

Market Bubble ep.21: my full conversation 0:00 - CASHCAT, Stonk and the launchpad race 11:04 - Tokenized stocks and the next onchain trade 22:43 - NFTs, memes and finding 100x trades 43:01 - Meta, ansem(io) and crypto security 54:58 - Bitcoin, Hyperliquid, AI mining and Ethena https://t.co/mmng7xLnXh

tokenized stocks.

this coin is mispriced by a factor of about 20x

@toly 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 senti…

you do not need anything else other than an internet connection & an iphone to make $1,000,000+ over the next 12 months tokenization supercycle + 24/7 perps + social trading emerging seriously for the first time as a global metagame is going to give insane opportunities to those terminally online that learn how to trade attention & virality

crypto entering the kind of market where every hour offline is expensive

dont think ppl realize how insane this is

@toly hey toly

the denominator is worthless, up only

what if this worked?

agree, ability to accurately spot non consensus opportunities where any individual can put serious capital into the idea and get a meaningful return from buying an asset will be the most valued skill in a world where asset ownership is critically important

crypto is very good at enabling speculation, part of this speculation is the tokenization of any thought, idea, or asset - whether an existing company or something more ephemeral in this process of creating tokens, there is a lot of trading volume, many platforms like @Pumpfun & others make money by taking a cut on the trading volume of these created tokens during their launch process it is possible to designate specific users or crypto wallets to receive a portion of these revenues, this app has used this mechanism to distribute those creator fee revenues to individual @XMoney accounts, you are getting paid for people making coins and shar…

correct

lb one of most underrated traders on here

actually believe that the meme:meme pairings are going to be some of the most aggressive catalysts for rerating pump coins, there are so many coins that launch daily, & the serial deployers are usually same cohort of long term holders of pump coins volume will add buyside demand