Levi
@LeviGMI • 7,688 subscribers
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koolkrypto explains his $KNTQ bull thesis “The HyperEVM, with its big blocks/small blocks infrastructure is just slow and the team doesn’t pay that much attention to it. This is why it will take Hyperliquid a long time to do onchain options. They are a small team of 12 people, probably the best team in the world but they don’t have the bandwidth to go build something else right now” “Kinetiq is stepping in to build a more performant L2. It will probably be the first time an L2 is actually going to be useful to the main chain. It will burn hype as gas and it will burn a bunch of $KNTQ with it” “Also their founder, Omni, is probably one of the best founders in the space. Just because he really understands vibes and users. If you want someone to go build you a perp dex, you want Jeff, if you want someone to build you a community, you want Omni”
Levi30,787 görüntüleme • 3 gün önce
After losing the live memecoin trading competition, Letterbomb says he made $12k waiting for the third round to start “I was trading while I was waiting for round 3 to start because I was pretty bored and I bought this coin called PBJ because I was pretty bored. Now I’m up $12k during this competition but it’s on my main wallet so it doesn’t count”
Levi287,341 görüntüleme • 29 gün önce
Threadguy shares the three coins he believes gets huge normie attention this cycle "The first one is $Hype for obvious reasons" " $PUMP I would consider these memecoin streamers audiences are not crypto native which is evident in the fomo onboarding numbers. Pump will continue to make $1M/day in the worst conditions possible becayse they have a completely different userbase that doesn't care about crypto native anything" " $ZEC solidified itself with this buyer base of diehards that have nothing to do with bitcoin. These guys are rich, tech adjacent guys that are afraid of surveillance. These are guys like Balaji and Chamath... it's these billionaire guys that have 9-figs to just say 'F*ck it, ill just put this into private money'"
Levi165,044 görüntüleme • 25 gün önce
Threadguy says this cycle is like if Ansem was a crypto cycle "There's a nonzero chance that $ANSEM is the savior narrative for Solana" “If everything we’re saying about this cycle is true and this cycle will be led by social trading apps and mobile wallets that have these public leaderboards and giving traders insane amounts of motion just for being good at trading then $ANSEM is just the deepest beneficiary of that. In a lot of ways this cycle narrative is Ansem as a human”
Levi43,493 görüntüleme • 25 gün önce
Nobody believes Se Yong when he says fomo only spends $150k on marketing Se: "I would say the bottleneck for our marketing isn't money, it's talent. I would say we spend about $100k - $150k on this now" Thiccy: "There's no way. You're spending way more than $150k! I'm spending $150k/month. Se: "That's the numbers for July... August you will see that number ramp up because we are going to start more paid ads and we're doing more partnerships. Anything you've seen out before today has been in that $150k budget"
Levi27,529 görüntüleme • 28 gün önce
Flood says Leopold was a top 5 trader alive and could have been the best if he flipped short "He's definitely top 5 traders alive pre blow up just because he went from $500M to $45B, that is a tremendous increase" "If he had the ability to derisk his book at the top during this last memory squeeze when we saw Micron blowout earnings, this guy probably would've been the best trader of all time because he would've been sitting on $30B worth of cash and then been able to buy the blood"
Levi36,543 görüntüleme • 2 ay önce
Mayne says your early 20s are the perfect time to take big risks "You have an opportunity in Crypto where you can burn a year and chase this 'golden goose' and change your life because you have nothing to lose" "There is no difference between 21 and 22 so if you're gonna spend a couple years in the trenches and run a bag up on a memecoin and you're single and have no expenses, now is the time to be taking amazingly outsized risks because you have time on your side"
Levi27,325 görüntüleme • 1 ay önce
Threadguy says that crypto taught him ONE valuable lesson To believe in nothing
Levi34,187 görüntüleme • 3 ay önce
Threadguy admits he got caught lying to a girl about owning a hedge fund, at a bar
Levi20,219 görüntüleme • 1 ay önce
Tulip King explains why he is becoming bearish on $ZEC after the devs fixed a "double-spend" bug
Levi32,943 görüntüleme • 3 ay önce
Coinbase Co-CEO Brett Tejpaul calls out Avax for having one of the best DAT strategies
Levi72,948 görüntüleme • 11 ay önce
Threadguy admits that stocks and crypto has made it impossible for him to talk to women
Levi18,407 görüntüleme • 3 ay önce
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