Ansem

what are you guys buying onchain

:)

need a new show to watch bros pls assist

once people understand this + custom pairs + callout rewards then it'll be easy to understand how you can price this the same way you price L1s am heavily convicted in the super app thesis playing out this cycle

ppl are not pricing in pump essentially becoming an L1 as underlying infra for other launchpads on top nobody is tracking how much they are giving away in creator fees, its nearly 1 to 1 with the amount of revenue they're making, so teams are highly incentivized to just build on top, for every $500M in rev there's ~$500M in creator fees to coin creators bc of the fee structure post-bonding & the economics are much better than L1 economics because pump benefits from getting fees from every launchpad layer *and* every coin from every launchpad

majority of your portfolio rn

im losing my mind https://t.co/XGrvSmX8mi

alt szn

there are demons on the 1 minute chart trying to convince you that the $BTC chart is somehow bearish stop listening to the demons, the pain trade is up https://t.co/nKlHbSCZhm

still time to join us before the fireworks start :)

where are the dollars going to come from for this capex? when does the trillions in ai spending impact gdp growth? in the interim before it does impact gdp growth, how does this much spending impact the rest of the economy?

looks like narnia

tough

update https://t.co/LnHBZrlvfM

hey guys im going to give you a quick lesson when a coin is uptrending & leading the market at the beginning of a multi-year bull trend, you buy when it pulls back 20-30% after going up 5x, not post screenshots on twitter your inability to extend your time horizons is going to lose you a lot of money if you don't change your biases quick time is the most underappreciated variable in trading, pump has existed as an app since 2023, coin has traded since ICO in mid 2025, & it has traded sub .005 for 80% of this time what that means is there has been a strong accumulation phase already with ~hundreds of billions of trading volume exchanging h…

lol

what if they went up like a lot?

the part that stands out to me with Grass is how valuable access to the open web becomes as AI scales more websites are putting anti-bot infrastructure in front of public data, while cloud and VPN traffic gets filtered more aggressively Grass uses distributed residential internet connections to help AI labs access publicly available web data through a different route as models need more fresh data, that access layer becomes increasingly important

@Fiskantes multicoin frontran us bro

asymmetric opportunity for thesis driven investing in crypto atm, most asleep at the wheel and have not stayed up to speed with what all of the most well capitalized teams have been building during the bear market

played poker with jeremy in person yesterday last time i played poker with jeremy in person at beginning of a bull run was Q3/Q4 2020

historic Q4 ahead.

im about to walk into the most abundant balanced wealthy and successful period of my life. i naturally attract good fortune, and i am wealthy in more ways than one i give myself permission to prosper, and i have the power to build the life that i desire

i think Grass is an interesting example of where crypto can actually make sense as part of the product early users contributed resources to help bootstrap the network and received ownership for participating before there was meaningful revenue as the business matured, that model started shifting toward stablecoin payouts tied to dataset sales to me, that progression from early ownership to revenue-based rewards is one of the more interesting ways to use crypto for coordinating a network

💎

it is mispriced by 20x no exaggeration

@notthreadguy hahahaha

@notthreadguy brother it's like an immediate -2 on average sometimes -3.5

you know theres somebody out there who's just been max short their entire book bc the 10Y is up infinite while Qs just print +1% candles every day without pause max tilt

what about that