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Tulip King 🌷

@tulipking • 30,353 subscribers

Investing in tulips | Professionally @counterpartytv | sideposting from @0xmarrigolds | fmr @MessariCrypto

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Anya Rossi

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The most under appreciated bull case for pumpfun is that they've actually continued to verticalize their product, all while fighting off all the competition (rip pons & stonk). First they launch pumpswap and capture revenues after bonding. Then they launch the social app & capture fees on pairs they don't even own. They're running a masterclass !

The most under appreciated bull case for pumpfun is that they've actually continued to verticalize their product, all while fighting off all the competition (rip pons & stonk). First they launch pumpswap and capture revenues after bonding. Then they launch the social app & capture fees on pairs they don't even own. They're running a masterclass !

Tulip King 🌷

14,882 views • 3 days ago

(FULL OF ALPHA) My appearance on stream today. We talked about the reflexive price loop Zcash [road to $1 trillion] is in and who's buying it, why Derive is the most underpriced derivatives protocol in crypto, and what the hell Pearl is 0:20 Crypto Twitter has no conviction 5:10 Zcash trillion dollar price loop 11:21 Ethereum is not money 19:19 who's actually buying Zcash? 24:53 the Derive bull case 33:27 HYPE can’t compete in options 38:28 Pearl is AI-secured Bitcoin 46:36 miners are switching to AI 49:09 a real man's coin

(FULL OF ALPHA) My appearance on stream today. We talked about the reflexive price loop Zcash [road to $1 trillion] is in and who's buying it, why Derive is the most underpriced derivatives protocol in crypto, and what the hell Pearl is 0:20 Crypto Twitter has no conviction 5:10 Zcash trillion dollar price loop 11:21 Ethereum is not money 19:19 who's actually buying Zcash? 24:53 the Derive bull case 33:27 HYPE can’t compete in options 38:28 Pearl is AI-secured Bitcoin 46:36 miners are switching to AI 49:09 a real man's coin

Tulip King 🌷

49,756 views • 15 days ago

The Bankr Thesis; text to onchain

The Bankr Thesis; text to onchain

Tulip King 🌷

176,501 views • 7 months ago

Yesterday on stream before I went short “I don’t want to wake up and see a blog from Zooko ever”

Yesterday on stream before I went short “I don’t want to wake up and see a blog from Zooko ever”

Tulip King 🌷

90,859 views • 3 months ago

My impromptu interview with threadguy about zcash, our altcoin cycle, and the future of bitcoin 1:31 breaking down the Zcash exploit 9:59 selling Bitcoin for the first time 14:17 hype is the better crypto index 16:29 the low-cap revenue bull case 20:36 BTC to a hundred million

My impromptu interview with threadguy about zcash, our altcoin cycle, and the future of bitcoin 1:31 breaking down the Zcash exploit 9:59 selling Bitcoin for the first time 14:17 hype is the better crypto index 16:29 the low-cap revenue bull case 20:36 BTC to a hundred million

Tulip King 🌷

74,835 views • 4 months ago

BREAKING: Stani and Aave Labs rush a Christmas vote on the issue of Aave asset(s) ownership without community coordination. It seems like the Labs is trying to rush a conclusion to the issue before the DAO can coordinate, imo if this proposal fails AAVE should go to zero

BREAKING: Stani and Aave Labs rush a Christmas vote on the issue of Aave asset(s) ownership without community coordination. It seems like the Labs is trying to rush a conclusion to the issue before the DAO can coordinate, imo if this proposal fails AAVE should go to zero

Tulip King 🌷

118,968 views • 9 months ago

Strategy is now more like a Bitcoin hedge fund than a passive accumulator. Globally there’s ~10 hedge funds with an AUM above $50B, so there’s an extremely limited amount of money managers even capable of running this much size. Considering Strategy is already in the hole with an unrealized loss of ~$16 billion and has yearly obligations of over $1 billion, plus they're limited to trading a single asset, there’s likely not a single money manager on Earth who could recover this position without suffering major losses. Saylor and his team certainly won’t be the ones to do it. “Michael Saylor basically said he’s going to treat Microstrategy like a hedge fund. Buying lows, selling highs. I think this company is so brutally set up for failure, it’s not even funny. They’re basically a hedge fund but they don’t have the corporate structure of a hedge fund, and they can only trade one asset."

Strategy is now more like a Bitcoin hedge fund than a passive accumulator. Globally there’s ~10 hedge funds with an AUM above $50B, so there’s an extremely limited amount of money managers even capable of running this much size. Considering Strategy is already in the hole with an unrealized loss of ~$16 billion and has yearly obligations of over $1 billion, plus they're limited to trading a single asset, there’s likely not a single money manager on Earth who could recover this position without suffering major losses. Saylor and his team certainly won’t be the ones to do it. “Michael Saylor basically said he’s going to treat Microstrategy like a hedge fund. Buying lows, selling highs. I think this company is so brutally set up for failure, it’s not even funny. They’re basically a hedge fund but they don’t have the corporate structure of a hedge fund, and they can only trade one asset."

Tulip King 🌷

34,707 views • 3 months ago

Fuck it, Tulip Mode

Fuck it, Tulip Mode

Tulip King 🌷

75,509 views • 1 year ago

In case your brain is totally fried, here's my explanation as to why the new class of technocrats are in for a rude political reckoning 0:00 - Social Ineptitude (intro) 0:46 - The Value of Patronage 3:06 - Why the Technocrats Are So Bad at This 4:49 - The Consequences 7:09 - Priced for Perfection 8:31 - The Lesson

In case your brain is totally fried, here's my explanation as to why the new class of technocrats are in for a rude political reckoning 0:00 - Social Ineptitude (intro) 0:46 - The Value of Patronage 3:06 - Why the Technocrats Are So Bad at This 4:49 - The Consequences 7:09 - Priced for Perfection 8:31 - The Lesson

Tulip King 🌷

45,974 views • 7 months ago

If you think Crypto is dead or solved you’re stuck in the last meta & not working hard enough to see the new games in front of you. It's not cards, it’s new internet markets built on open infrastructure. The game doesn't end. The only problem is you thought it would be easy

If you think Crypto is dead or solved you’re stuck in the last meta & not working hard enough to see the new games in front of you. It's not cards, it’s new internet markets built on open infrastructure. The game doesn't end. The only problem is you thought it would be easy

Tulip King 🌷

56,379 views • 9 months ago

In the span of two weeks Claude has revealed it’s an expert hacker, can rewrite the base code of global finance, and is deeply integrated into the US military. Then Dario told the Department of War to go FUCK themselves (ahead of schedule) > Dario probably has the kill switch

In the span of two weeks Claude has revealed it’s an expert hacker, can rewrite the base code of global finance, and is deeply integrated into the US military. Then Dario told the Department of War to go FUCK themselves (ahead of schedule) > Dario probably has the kill switch

Tulip King 🌷

29,790 views • 7 months ago

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